ShoeBox CRM User Guide
Your complete guide to mastering the all-in-one real estate platform
ShoeBox is your all-in-one real estate CRM designed to help you manage clients, properties, transactions, and grow your business—all in one beautiful platform.
Quick Start Checklist
- Step 1: Add your first contact to build your client database
- Step 2: Import properties or add listings to track inventory
- Step 3: Log your daily activities to earn points and track progress
- Step 4: Set goals to stay motivated and hit your targets
- Step 5: Upload document templates for quick client sharing
Client Management
Organize contacts, track interactions, manage pipeline stages, and never miss a follow-up.
Property Tracking
Manage listings, track property details, view on maps, and share with interested clients.
Transaction Management
Track deals from contract to closing with built-in checklists and document management.
Launchpad
Your daily dashboard with metrics, tasks, and quick actions
Contacts
Manage buyers, sellers, and all client relationships
Properties
Track properties, view on map, sync with MLS data
Transactions
Manage deals with checklists and document tracking
Activities
Log showings, calls, meetings, and more
Calendar
View all activities and appointments in calendar view
Goals
Set and track weekly, monthly, and quarterly goals
Client Portal
Give clients access to properties, documents, and tasks