Settings

Configure organization-wide options. Pipeline stages live on each pipeline.

Organization

Your agency, offices, and people.

Agency
Branding, address, contact info
Branches
Manage your offices
Teams
Group agents by team
Users & roles
Invite agents, set permissions

Templates

Reusable content for emails, visits, and reports.

Email templates
Reusable email content
Form templates
Custom visit & feedback forms, owner reports

Data & taxonomy

Lists and categories used across the CRM.

Property types
Apartment, house, villa…
Transaction types
Sale, rent, seasonal
Contact types
Buyer, seller, tenant…
Lead sources
Website, referral, portal…
Activity types
Call, email, meeting…
Task priorities
Low → urgent
Lost reasons
Why deals were lost

Customization

Extend the CRM to fit your process.

Custom fields
Extend any entity
Tags
Cross-entity labels

Automation & finance

Alerts and commission rules.

Alert rules
Trigger notifications
Commission rules
Per-agent splits

Appearance

Brand the workspace and personalize your view.

Branding
Logo, name, and brand colors (organization)
My appearance
Personal color overrides for this device

App

Install RealtOS on this device.

Install app

Open the browser menu and choose "Install app" or "Add to Home screen". If you don't see the option, your browser may not support installation, or the app is already installed.