| The deal record |
| Every conversation files itself into the deal | ✓ | – | – | – | – | – | – | – | – |
| Calls, texts, email and meetings: one timeline per deal | ✓ | – | – | – | – | – | – | – | – |
| No tagging: a new topic starts its own deal | ✓ | – | – | – | – | – | – | – | – |
| Emotion read in every call, text and email | ✓ | – | – | – | – | – | – | – | – |
| Alerts when a client's mood needs you | ✓ | – | – | – | – | – | – | – | – |
| Trust meter: who's warming up, who's cooling off | ✓ | – | – | – | – | – | – | – | – |
| Learns each person's best channel | ✓ | – | – | – | – | – | – | – | – |
| Reaches them on that channel | ✓ | – | – | – | – | – | – | – | – |
| A number per listing, shared by your team | ✓ | – | – | – | – | – | – | – | – |
| Calls and texts to it file into that deal | ✓ | – | – | – | – | – | – | – | – |
| Every attachment gathers into the deal | ✓ | – | – | – | – | – | – | – | – |
| Files sorted by sender and type, shared in one step | ✓ | – | – | – | – | – | – | – | – |
| Deal details shown on incoming calls | ✓ | – | – | – | – | – | – | – | – |
| Save and email any collection | ✓ | – | – | – | – | – | – | – | – |
| Email a deal's whole record, each item marked | ✓ | – | – | – | – | – | – | – | – |
| Inbox and trust |
| One inbox: calls, texts, email | ✓ | ✓ | – | – | – | – | – | – | – |
| Spam and trust check on every message | ✓ | – | – | – | – | – | – | – | – |
| Sender buttons: add, not spam, block | ✓ | – | – | – | – | – | – | – | – |
| Block and allow rules | ✓ | – | – | – | – | – | – | – | – |
| Neighbor-spoofing alerts | ✓ | – | – | – | – | – | – | – | – |
| Test any number | ✓ | – | – | – | – | – | – | – | – |
| Pin and snooze | ✓ | ✓ | – | – | – | – | – | – | – |
| Search everything | ✓ | ✓ | – | – | – | – | – | – | – |
| AI side panel |
| Contact intelligence | ✓ | – | – | – | – | – | – | – | – |
| Conversation intelligence | ✓ | – | – | – | – | – | – | – | – |
| Message intelligence | ✓ | – | – | – | – | – | – | – | – |
| Playbook and coaching | ✓ | – | – | – | – | – | – | – | – |
| Property events | ✓ | – | – | – | – | – | – | – | – |
| Contacts |
| Drag people into a call, text or meeting | ✓ | – | – | – | – | – | – | – | – |
| Group conference calls | ✓ | – | – | – | – | – | – | ✓ | – |
| Contacts found in signatures and contracts | ✓ | – | – | – | – | – | – | – | – |
| Public-record lookup for new contacts | ✓ | – | – | – | – | – | – | – | – |
| Contact cards | ✓ | – | – | – | – | – | – | – | – |
| Announce my number | ✓ | – | – | – | – | – | – | – | – |
| Google and Outlook sync | ✓ | ✓ | – | – | – | – | – | – | – |
| Pick contacts from your phone | ✓ | – | – | – | – | – | – | – | – |
| Two-way sync with your current CRM | ✓ | ✓ | – | – | – | – | – | – | – |
| Messages |
| Follow-up series that stop on reply | ✓ | ✓ | – | – | – | – | – | – | – |
| Best time to send, per person | ✓ | – | – | – | – | – | – | – | – |
| Scheduled messages put on hold | ✓ | – | – | – | – | – | – | – | – |
| Bounced emails flagged | ✓ | ✓ | – | – | – | – | – | – | – |
| Text STOP handled | ✓ | ✓ | – | – | – | – | – | – | – |
| Your own 4BIZapp email address | ✓ | – | – | – | – | – | – | – | – |
| Phone |
| Your own numbers | ✓ | ✓ | – | – | – | – | – | – | – |
| Texting registration done for you | ✓ | ✓ | – | – | – | – | – | – | – |
| Call routing and voicemail | ✓ | ✓ | – | – | – | – | – | – | – |
| Office line with extensions | ✓ | – | – | – | – | – | – | – | – |
| Toll-free numbers | ✓ | – | – | – | – | – | – | – | – |
| Call from your computer | ✓ | ✓ | – | – | – | – | – | – | – |
| Bring your own number | ✓ | ✓ | – | – | – | – | – | – | – |
| Number health meter | ✓ | – | – | – | – | – | – | – | – |
| Calling pace per number | ✓ | – | – | – | – | – | – | – | – |
| Branded calling | ✓ | – | – | – | – | – | – | – | – |
| MLS agents named when they call | ✓ | – | – | – | – | – | – | – | – |
| Calls |
| Call recording | ✓ | ✓ | – | – | – | – | – | – | – |
| Recording consent by state, each yes saved | ✓ | – | – | – | – | – | – | – | – |
| Compliance check on every recorded call | ✓ | – | – | – | – | – | – | – | – |
| AI call summaries | ✓ | ✓ | – | – | – | – | – | – | – |
| Live coaching during the call | ✓ | – | – | – | – | – | – | – | – |
| Call plan before every call | ✓ | – | – | – | – | – | – | – | – |
| Scripts and objections read aloud | ✓ | – | – | – | – | – | – | – | – |
| Practice calls, scored | ✓ | – | – | – | – | – | – | – | – |
| Prospecting |
| Prospecting: today, pipeline, lists | ✓ | ✓ | – | – | ✓ | – | – | – | – |
| Follow-up autopilot | ✓ | ✓ | – | – | – | – | – | – | – |
| Lead scores with reasons | ✓ | ✓ | – | – | – | – | – | – | – |
| Morning prospecting email | ✓ | – | – | – | – | – | – | – | – |
| Monthly check-in texts | ✓ | – | – | – | – | – | – | – | – |
| Expireds every day | ✓ | – | – | – | ✓ | – | – | – | – |
| Owner phones, Do Not Call marked | ✓ | – | – | – | ✓ | – | – | – | – |
| How many agents already called | ✓ | – | – | – | – | – | – | – | – |
| Relisted owners blocked | ✓ | – | – | – | – | – | – | – | – |
| Cost per lead reached | ✓ | – | – | – | – | – | – | – | – |
| Expired call plans | ✓ | – | – | – | – | – | – | – | – |
| Web leads answered | ✓ | ✓ | – | – | – | – | – | – | – |
| Leads at risk, every hour | ✓ | – | – | ✓ | – | – | – | – | – |
| Shared lead pool by your rules | ✓ | ✓ | – | ✓ | – | – | – | – | – |
| Lead funnel, lead to close | ✓ | – | ✓ | ✓ | – | – | – | – | – |
| Listings and Capture |
| TOUR sign texts get a video tour | ✓ | – | – | – | – | – | – | – | – |
| Video tour pages, live MLS price | ✓ | – | – | – | – | – | – | – | – |
| Tour videos from photos, AI voice | ✓ | – | – | – | – | – | – | – | – |
| Tour and seller reports | ✓ | – | – | – | – | – | – | – | – |
| 4BIZapp Capture: photos and video by voice | ✓ | – | – | – | – | – | – | – | – |
| Offer follow-up to showing agents | ✓ | – | – | – | – | – | – | – | – |
| Back-on-market message | ✓ | – | – | – | – | – | – | – | – |
| Watch any listing for changes | ✓ | – | – | – | – | – | – | – | – |
| MLS and market |
| Buyer matches from your MLS | ✓ | – | – | – | – | – | – | – | – |
| Listing feeds to buyers | ✓ | – | – | – | – | – | – | – | – |
| Learns what each buyer wants | ✓ | – | – | – | – | – | – | – | – |
| Comps trained on real appraisals | ✓ | – | – | – | – | – | – | – | – |
| Several MLS boards per agent | ✓ | – | – | – | – | – | – | – | – |
| MLS key coverage check | ✓ | – | – | – | – | – | – | – | – |
| MLS vs. paperwork check | ✓ | – | – | – | – | – | – | – | – |
| Market pulse | ✓ | – | – | – | – | – | – | – | – |
| Weekly market brief | ✓ | – | – | – | – | – | – | – | – |
| Weekly client market updates | ✓ | – | – | – | – | – | – | – | – |
| Transactions |
| Email a contract in, deal built | ✓ | – | – | – | – | – | – | – | – |
| Checklists and reminders | ✓ | – | ✓ | – | – | ✓ | – | – | – |
| Learns each state's contract | ✓ | – | – | – | – | – | – | – | – |
| Updates to clients and parties | ✓ | – | ✓ | – | – | – | – | – | – |
| Documents and broker review | ✓ | – | – | – | – | ✓ | – | – | – |
| Outside coordinator link | ✓ | – | – | – | – | ✓ | – | – | – |
| HOA documents and fees | ✓ | – | – | – | – | – | – | – | – |
| Client page, no login | ✓ | – | ✓ | – | – | – | – | – | – |
| Calendar built in | ✓ | ✓ | – | – | – | – | – | – | – |
| Fell-through reasons | ✓ | – | ✓ | – | – | – | – | – | – |
| Import your past files | ✓ | – | – | – | – | – | – | – | – |
| Reviews and home anniversaries | ✓ | ✓ | – | – | – | – | – | – | – |
| Offer received follow-up | ✓ | – | – | – | – | – | – | – | – |
| E-sign |
| Forms library with autofill | ✓ | – | – | – | – | ✓ | ✓ | – | – |
| Send for signature, reminders | ✓ | – | ✓ | – | – | ✓ | ✓ | – | – |
| Signing rounds | ✓ | – | – | – | – | – | ✓ | – | – |
| Only I sign | ✓ | – | – | – | – | – | ✓ | – | – |
| Scanned forms: tap to sign | ✓ | – | – | – | – | – | ✓ | – | – |
| Deal built when everyone signs | ✓ | – | – | – | – | – | – | – | – |
| Form sharing and new versions | ✓ | – | – | – | – | – | ✓ | – | – |
| Meetings |
| 4BIZapp Meet video meetings | ✓ | – | – | – | – | – | – | ✓ | – |
| Pick from your times | ✓ | – | – | – | – | – | – | ✓ | – |
| Live coaching in video meetings | ✓ | – | – | – | – | – | – | – | – |
| 4BIZapp Live: in-person recorder | ✓ | – | – | – | – | – | – | – | ✓ |
| Consent rules by state | ✓ | – | – | – | – | – | – | – | – |
| 4BIZapp Host runs the meeting | ✓ | – | – | – | – | – | – | – | – |
| Host meetings by phone | ✓ | – | – | – | – | – | – | – | – |
| Meeting notes and action items | ✓ | – | – | – | – | – | – | ✓ | ✓ |
| Clients' copy of the notes | ✓ | – | – | – | – | – | – | – | – |
| Add a recording to a past meeting | ✓ | – | – | – | – | – | – | – | ✓ |
| Ask 4BIZapp |
| Many jobs in one request | ✓ | – | – | – | – | – | – | – | – |
| Auto-run for jobs you trust | ✓ | – | – | – | – | – | – | – | – |
| Reminders in plain words | ✓ | – | – | – | – | – | – | – | – |
| Hands-free wake word | ✓ | – | – | – | – | – | – | – | – |
| A voice for every button | ✓ | – | – | – | – | – | – | – | – |
| Answers read aloud | ✓ | – | – | – | – | – | – | – | – |
| Practice with the assistant | ✓ | – | – | – | – | – | – | – | – |
| Phone app with lock-screen alerts | ✓ | ✓ | ✓ | – | – | – | ✓ | ✓ | – |
| Team and numbers |
| Team roles and privacy | ✓ | ✓ | ✓ | – | – | – | – | – | – |
| Office sharing with the broker | ✓ | ✓ | ✓ | – | – | – | – | – | – |
| Office manager and staff | ✓ | ✓ | ✓ | – | – | – | – | – | – |
| Goals worked back to each week | ✓ | – | ✓ | – | – | – | – | – | – |
| Leaderboard | ✓ | – | ✓ | – | – | – | – | – | – |
| Commission splits and payouts | ✓ | – | ✓ | – | – | – | – | – | – |
| Contests | ✓ | – | ✓ | – | – | – | – | – | – |
| Monday accountability notes | ✓ | – | ✓ | – | – | – | – | – | – |
| Move everything from your old CRM in one click | ✓ | – | – | – | – | – | – | – | – |
