Waypoint OS · Platform

OS CRM

checking sign-in…
Console Templates Demo Studio

Checking access

Verifying that this is the platform account.

Add brokerage

Save, then the next one. Done when finished.

name + Save

Name, head count and the person you're calling — the three things that decide whether to dial. Only the name is required; everything else has a sensible default.

tier —
Optional details

Stop all outreach to this brokerage?

Record a stop request

Write down what they asked for. The matching buttons turn off for this person.

What they asked for
Which channels

Undo this request?

Company details for emails

Every OS CRM email ends with the company name, this mailing address and an unsubscribe link. Scripts use the phone number for the prospect's state.

Add contact

Name, plus an email or phone if you have one.