Client CRM
Every client controls the connection. Professional access is view only until the client changes or revokes it.
Add client
Choose the method that matches where the client is in their EstateFlow journey.
The code is single use, expires after seven days, and links immediately because the client generated it.
The client receives an in-app and email invitation and must approve or decline it.
It remains active until you regenerate it. Registration clearly discloses that view-only professional access will be created.
Clients
Pending requests are shown separately from active connections.