Three parts of the screen
- The header - platform search, the workspace switcher, display settings (currency - about 140 world currencies to choose from, language, area units), notifications and your profile.
- The side menu - every section, gathered into groups. Groups collapse: one is open at a time.
- The main area - the page you are on.
On a phone the side menu hides behind a button and a bar with five main sections appears at the bottom.
The menu groups
| Group | What is inside |
|---|---|
| Home | The cabinet start page |
| Messages | The messenger: chats with clients and colleagues |
| Real Estate | Complexes, properties, rentals, collections, portals, advertising |
| AI services | The "All tools" showcase plus the most frequent tools as separate items |
| CRM | Leads, market feed, contracts, opportunities, calendar, smart requests |
| Wallet | The wallet and your plan |
| Community | Specialists, news, the referral system, the brokers' Telegram channel |
| Support | Tickets, contacts, FAQ and this knowledge base |
| API | Keys and developer documentation |
The menu carries the tools used daily rather than all of them. The full list is on the All tools page: AI tools overview.
Workspaces
The button in the header with the workspace name switches you between your personal cabinet and the agencies you belong to. In an agency workspace a separate group appears in the menu:
| Item | What it covers |
|---|---|
| Dashboard | Team metrics |
| Team | Members and roles |
| Lead pool | Agency leads with no owner yet |
| Reports | Reports on the team's work |
| Floor plan quality | What actually sits in the floor plan slot of the agency's listings |
| Agency wallet | The shared balance and plan |
| Lead routing | The rule that assigns an owner to a lead |
| Settings | Brand, licences, commission plans, domain |
| Brand page | The agency's public page |
In detail: Agencies.
The home page
The home page is a feed of events, not a set of section tiles. On the left is the Today column with urgent matters, in the middle the feed with tabs by event type, on the right Pulse with your figures for seven days. Above them sit the quick actions and your latest properties.
More about it: The home screen: the feed, «Today» and «Pulse».
Where to find things
| Question | Where to go |
|---|---|
| Add a property | Real Estate > the right type, the Add button |
| Upload many properties from a file | The same button, the arrow next to it, Import from file |
| Send a client a list of properties | Real Estate > Collections |
| Publish a property to social media | AI services > Social publishing |
| Work out a price | AI services > Property valuation |
| Look at leads and deals | CRM |
| Top up the balance | Wallet > Top up |
| Write to support | Support > Tickets |
Related articles
- What GREM Capital is - what the platform is for and who it serves.
- How to add your first property - the first working scenario.