Outpost Howto
Outpost is a modular, AI-powered CRM platform designed for real estate agents, offering seamless collaboration, customization, and cross-device functionality.
View MoreHow to Use Outpost
Sign up for a free trial: Go to the Outpost CRM website and sign up for the 7-day free trial, no credit card required.
Set up your account: Enter your basic information to create your Outpost account.
Choose your apps: Select which Outpost apps and features you want to use for your CRM setup.
Import your contacts: Import your existing contacts and customer data into Outpost.
Customize your workspace: Set up your Outpost workspace with the modules and views you need.
Set up team access: Invite team members and set their permissions to enable collaboration.
Configure email integration: Connect your email accounts to use Outpost's email features.
Set up automation: Create automated workflows and use AI features to save time.
Add documents: Upload important documents to Outpost's file storage system.
Download mobile app: Install the Outpost mobile app to access your CRM on the go.
Outpost FAQs
Outpost CRM is a customer relationship management software designed specifically for real estate agents. It offers features like email management, team collaboration, AI assistance, and modular apps to build a customized CRM solution.
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