Features

Everything you need to close more deals.

Compass Star Point is a full lead-to-close CRM built specifically for real estate agents and brokerages.

Lead capture & pipeline

  • • Auto-ingest from GCMLS, FLS, Facebook, Instagram, LinkedIn
  • • Manual add + CSV import
  • • Custom statuses including Credit Repair pipeline
  • • Source attribution and lead scoring

Follow-up automation

  • • Multi-step drip campaigns (email + SMS)
  • • Triggers on status, inactivity, and channel opt-out
  • • Enrollment audit log — see exactly why every client entered a sequence

In-app communications

  • • Click-to-call via Twilio Voice
  • • SMS via Twilio Messaging
  • • Transactional email via Resend / Lovable Emails
  • • Every touch logged to the client timeline

Scheduling

  • • One-click single-use Calendly booking links
  • • Auto pre-meeting reminders (24h + 1h) and post-meeting follow-ups
  • • Reschedule / cancel from inside the CRM
  • • Full per-client bookings timeline & audit log

Credit repair track

  • • Dedicated status with score tracking (Equifax, Experian, TransUnion)
  • • MyFICO reference + Kickoff partner referral workflow
  • • Tracked referral links + webhook status automation

Team & brokerage

  • • Multi-tenant, RLS-secured workspaces
  • • Per-agent pipeline
  • • Sellable, brandable UI

Reporting

  • • Pipeline value & conversion by status
  • • Activity volume by channel
  • • Campaign performance

Tasks & reminders

  • • Per-client tasks with due dates
  • • Automated meeting reminders (cron-driven every 5 minutes)