All modules
CRM
Know which agents are growing, slipping or overdue.
Agent profiles with order and invoice history, brokerages and teams — plus automatic analytics: lifetime value, gaps between orders and churn risk.
app.yourstudio.com

- Agent profiles with brokerage, team, tags, lifecycle stage and branding files
- Automatic spend, activity, payment and loyalty tiers
- Lifetime value, average order value and churn risk
- Activity timeline: notes, emails, SMS, calls, orders and payments
- Find duplicates and merge field by field
- Import from CSV, or let AI pull an agent or brokerage profile from a URL
- Brokerage and team records with their own discounts
app.yourstudio.com
Agent profile
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Agent profile
app.yourstudio.com
Agents with tiers & risk
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Agents with tiers & risk
app.yourstudio.com
Brokerages
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Brokerages
app.yourstudio.com
Tier rules
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Tier rules
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