Overview
–Due today
–Going cold
–Pipeline GCI
–Closing in 30 days
Messages
The same thread as your textsPipeline
No transactions tracked yet.
Due soon
Nothing due in the next 7 days.
Clients
Add a PDF, CSV, or link from your current CRM
Drop the file here or click to browse. Spreadsheets file everyone as clients, and PDFs are read into Documents.
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Conversations
Everything that goes between you and each client, with timestamps: follow-ups REmember sends, drafts you approve, texts you send by tap-to-send (logged when you open the link), emails, and their replies.
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Reminders
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Transactions
Upload your pipeline as .xlsx or .csv. Rows match transactions by property address, so a re-upload updates instead of duplicating.
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Documents
Drop a PDF here, or click to browse.
Contracts, disclosures, inspection reports. Spreadsheets import as clients. Up to 300MB.
Sign in and pick a file. It reads like any other upload; Google Docs land as PDFs, Sheets import as clients.
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Settings
Your profile, your line, and how REmember texts your clients.
Profile
How you show up in briefings and drafts.
Your business card. These sit on the letterhead of the breakdown PDFs you share with clients.
Integrations
Tap Allow and you land on the official permission page. REmember never sees your passwords, and everything here works from the chat too.
G
Google Calendar & Gmail
FUB
Follow Up Boss
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Dropbox & Google DriveAlways on, nothing to allow. Import files from the Documents page.
Ready
Plan & billing
Every plan keeps your whole client book. Upgrading unlocks more of REmember doing the work for you.
You're on
Security
Phone code gets you back in if you ever forget it.
REmember's number
Texts, calls, and this dashboard share one memory.
Call or text:
Your number on file:
Session
Signs this browser out. Your data stays put.