New CRM-Lite Features May 2026

CRM‑Lite A simple, built‑in way to store and manage your contacts without juggling another system.

Tracking Wizard (includes auto interaction tracking) Your new real‑time activity hub. Every report you send is automatically tracked, logged to the contact, and loaded into your CRM. You’ll see when reports are opened, where leads came from, and you can add new contacts instantly.

AI Talking Points Generate instant, plain‑language summaries of your reports. Perfect for quick review or attaching an easy‑to‑understand narrative for clients.

Lead Capture (includes the TCPA‑compliant double opt‑in widget) A modern, compliant way to generate seller leads. Homeowners request a home value, confirm via a simple QR‑code double opt‑in, and the verified lead flows straight into your CMAsnap CRM — ready to pair with a report and track automatically.