Praedium CRM User Guides

Comprehensive documentation for all features and functionality

Main CRM

Core features for managing your real estate business

Dashboard

KPIs, recent activity, and task management overview

Contacts

Manage clients, leads, and contact information

Opportunities

Sales pipeline with kanban board and deal tracking

Listings

MLS property search with AI assistant and CMA reports

Calendar

Task scheduling and calendar management

Email Campaigns

Email marketing, templates, and mailing lists

Team

Invite and manage team members and permissions

Settings

Account settings, branding, and integrations

Reports

Analytics, charts, and performance metrics

Client Portal

Features available to your clients through their portal access

Client Dashboard

Journey progress, tasks, and activity tracking

Property Search

Browse and search available properties

Favorites

View and manage saved properties

Mortgage Calculator

Calculate monthly payments and loan details

Coordinator Portal

Features for transaction coordinators

Coordinator Dashboard

Overview of assigned contacts and opportunities

Assigned Contacts

View and manage contacts assigned to you

Assigned Opportunities

Track opportunities you're coordinating

Account & Authentication

Login

Multi-Factor Authentication

Set up and manage two-factor authentication

Team Invitation

Accept invitations and set up your account

Public Pages

Lead capture and public-facing features

Home Valuation

Property valuation request form for leads