# Winnerr CRM ## Docs - [AI Assistant & Recommendations](https://docs.winnerr.ai/ai/ai-assistant.md): Intelligent AI assistant providing real-time guidance, automated insights, and personalized recommendations for real estate professionals - [AI Tools](https://docs.winnerr.ai/ai/ai-tools.md): AI-powered tools for image generation, content creation, and market research - [AI Lead Scoring](https://docs.winnerr.ai/ai/lead-scoring.md): Advanced machine learning algorithms for real estate lead qualification and prioritization - [Review Queue](https://docs.winnerr.ai/ai/review-queue.md): Review and approve AI-generated content, automated actions, and pending workflows before they execute - [Sentiment Analysis](https://docs.winnerr.ai/ai/sentiment-analysis.md): AI-powered sentiment analysis for calls, communications, and coaching insights in real estate - [Analytics](https://docs.winnerr.ai/analytics/overview.md): Performance dashboards for your pipeline, team, marketing, and business metrics - [Contacts API](https://docs.winnerr.ai/api-reference/contacts.md): Comprehensive contact management API for creating, updating, and managing real estate leads and clients - [Deals API](https://docs.winnerr.ai/api-reference/deals.md): Comprehensive deal pipeline management API for tracking real estate transactions from lead to close - [Create Plant](https://docs.winnerr.ai/api-reference/endpoint/create.md): Creates a new plant in the store - [Delete Plant](https://docs.winnerr.ai/api-reference/endpoint/delete.md): Deletes a single plant based on the ID supplied - [Get Plants](https://docs.winnerr.ai/api-reference/endpoint/get.md): Returns all plants from the system that the user has access to - [API Introduction](https://docs.winnerr.ai/api-reference/introduction.md): Current notes for Winnerr API authentication, base URLs, and internal integration boundaries - [Properties API](https://docs.winnerr.ai/api-reference/properties.md): Comprehensive property management API for real estate listings, MLS integration, and property analytics - [Architecture Overview](https://docs.winnerr.ai/architecture-overview.md): Deep dive into Winnerr's monorepo structure, design patterns, and technology stack - [API Architecture](https://docs.winnerr.ai/architecture/api-architecture.md): RESTful API design patterns, authentication, rate limiting, and real-time communication for Winnerr CRM - [Authentication System](https://docs.winnerr.ai/architecture/authentication.md): Multi-tenant authentication architecture with Clerk, organization management, and security patterns - [Database Design](https://docs.winnerr.ai/architecture/database-design.md): Comprehensive database schema for multi-tenant real estate CRM with Prisma ORM - [Monorepo Structure](https://docs.winnerr.ai/architecture/monorepo-structure.md): Deep dive into Winnerr's monorepo architecture, package organization, and dependency management - [Real-time Features](https://docs.winnerr.ai/architecture/real-time-features.md): WebSocket architecture, presence tracking, collaborative editing, and live updates in Winnerr CRM - [Store](https://docs.winnerr.ai/automation/store.md): Browse and install extensions, integrations, and marketing tools for your Winnerr workspace - [Tools & Automations](https://docs.winnerr.ai/automation/tools.md): AI Studio, Ontario Offer Generator, MCP Explorer, and other specialized tools for real estate professionals - [Workflow Builder](https://docs.winnerr.ai/automation/workflow-builder.md): Visual drag-and-drop editor for building automation workflows - [Workflows](https://docs.winnerr.ai/automation/workflows.md): No-code automation builder — trigger actions automatically based on CRM events and contact behavior - [Real-time collaboration](https://docs.winnerr.ai/collaboration/overview.md): See who is working alongside you and edit together, live — across deals, contacts, pipelines, scripts, files, and notes - [Call History](https://docs.winnerr.ai/communication/call-history.md): Browse, search, and review your complete call log with recordings and transcripts - [Email Templates](https://docs.winnerr.ai/communication/email-templates.md): Reusable email templates with personalization tokens for faster, consistent outreach - [Emails](https://docs.winnerr.ai/communication/emails.md): Two-way email inbox, composer, and thread management — synced with your real email account - [Files](https://docs.winnerr.ai/communication/files.md): Centralized document storage for deals, contacts, and recordings — organized and accessible - [Phone](https://docs.winnerr.ai/communication/phone.md): Make and receive calls, send SMS, and manage your entire phone communications from the CRM - [Power Dialer](https://docs.winnerr.ai/communication/power-dialer.md): Call through a list of contacts automatically — dial more people in less time - [Recordings](https://docs.winnerr.ai/communication/recordings.md): Audio recordings of every call — playable, downloadable, and linked to contacts and deals - [SMS](https://docs.winnerr.ai/communication/sms.md): Two-way text messaging with contacts — logged, templated, and AI-suggested - [SMS Campaigns](https://docs.winnerr.ai/communication/sms-campaigns.md): Create, send, and track bulk SMS outreach campaigns to your contact lists - [Transcriptions](https://docs.winnerr.ai/communication/transcriptions.md): AI-generated transcripts of every call — searchable, summarized, and linked to contacts - [Business Pipelines](https://docs.winnerr.ai/crm/business-pipeline.md): Transaction-specific kanban boards for buyers, sellers, rentals, and pre-construction deals - [Deal Detail](https://docs.winnerr.ai/crm/deal-detail.md): The full view of a single deal — people, property, timeline, tasks, documents, and financials - [Deals](https://docs.winnerr.ai/crm/deals.md): Track every transaction from first contact to close — all your deals in one view - [Favorites](https://docs.winnerr.ai/crm/favorites.md): Quick access to your most important contacts, deals, and records - [Contact Import](https://docs.winnerr.ai/crm/import.md): Import contacts from CSV files, MLS systems, or third-party CRMs into Winnerr - [People](https://docs.winnerr.ai/crm/people.md): Your full contact database — leads, clients, agents, and partners - [Person Detail](https://docs.winnerr.ai/crm/person-detail.md): The full profile for a single contact — timeline, deals, properties, calls, and AI insights - [Person Insights](https://docs.winnerr.ai/crm/person-insights.md): AI-powered intelligence and behavioral analysis for individual contacts - [Pipelines](https://docs.winnerr.ai/crm/pipelines.md): Visual kanban boards for tracking your deals through every stage of the transaction lifecycle - [Relationship Pipeline](https://docs.winnerr.ai/crm/relationship-pipeline.md): Track your long-term relationship progress with every contact in your database - [Getting Started](https://docs.winnerr.ai/developers/getting-started.md): Developer onboarding for running Winnerr locally and working with current internal API surfaces - [Webhooks](https://docs.winnerr.ai/developers/webhooks.md): Complete guide to implementing and managing webhooks for real-time event notifications from Winnerr CRM - [Documentation Roadmap](https://docs.winnerr.ai/documentation-roadmap.md): A practical map for bringing Winnerr's documentation up to the product: audiences, gaps, priorities, and publishing standards. - [Help Center](https://docs.winnerr.ai/home/help.md): In-app help resources, diagnostics, and troubleshooting tools - [Dashboard](https://docs.winnerr.ai/home/overview.md): Your daily command center — tasks, activity, pipeline health, and Winnie's AI briefing - [MLS Integration](https://docs.winnerr.ai/integrations/mls-systems.md): Complete guide to integrating Multiple Listing Service (MLS) systems for real-time property data synchronization - [Integrations Overview](https://docs.winnerr.ai/integrations/overview.md): Comprehensive overview of Winnerr's integration ecosystem, connecting your CRM with essential real estate tools and services - [Twilio Integration](https://docs.winnerr.ai/integrations/twilio.md): Complete guide to integrating Twilio for SMS, voice calls, and video communications in your real estate CRM - [Zapier Integration](https://docs.winnerr.ai/integrations/zapier.md): Automate your real estate workflows by connecting Winnerr CRM with 8,000+ apps through Zapier - [Welcome to Winnerr CRM](https://docs.winnerr.ai/introduction.md): The all-in-one AI-powered CRM built exclusively for real estate professionals - [Campaigns](https://docs.winnerr.ai/marketing/campaigns.md): Create and send multi-channel outreach campaigns to your contact lists - [Marketing](https://docs.winnerr.ai/marketing/overview.md): Your marketing hub — QR codes, lead generation, landing pages, social media, and marketing analytics - [Portal Management](https://docs.winnerr.ai/marketing/portal-management.md): Customize and manage your client-facing portal — the branded portal your buyers and sellers log into - [QR Code Generator](https://docs.winnerr.ai/marketing/qr-codes.md): Create QR codes for listings, open houses, and marketing materials - [Scripts](https://docs.winnerr.ai/marketing/scripts.md): Build, manage, and use call scripts and conversation guides — visual builder, library, and live prompts - [Agent Transfers](https://docs.winnerr.ai/organization/agent-transfers.md): Transfer leads, contacts, and deals between agents in your organization - [Organization Members](https://docs.winnerr.ai/organization/members.md): Manage team members, roles, permissions, and agent transfers within your organization - [Organization Overview](https://docs.winnerr.ai/organization/overview.md): Manage your brokerage or team workspace — branding, settings, and admin controls - [Activities](https://docs.winnerr.ai/productivity/activities.md): A real-time feed of everything happening across your contacts, deals, and team - [Appointments & Booking](https://docs.winnerr.ai/productivity/appointments.md): Manage appointments, meeting types, and let contacts book time on your calendar - [Calendar](https://docs.winnerr.ai/productivity/calendar.md): Your schedule — appointments, property showings, and team availability — synced with your real calendar - [Notes](https://docs.winnerr.ai/productivity/notes.md): Capture anything — call notes, property observations, meeting summaries — linked to every record - [Tasks](https://docs.winnerr.ai/productivity/tasks.md): Stay on top of follow-ups, deadlines, and to-dos — all linked to contacts, deals, and properties - [Property Detail](https://docs.winnerr.ai/properties/detail.md): The full record for a single property — details, media, linked contacts, deals, and history - [Properties](https://docs.winnerr.ai/properties/overview.md): Search, manage, and track listings — associated with contacts and deals automatically - [Property Search](https://docs.winnerr.ai/properties/search.md): Live MLS search inside Winnerr — find listings for your buyers without leaving the CRM - [Quick Start](https://docs.winnerr.ai/quickstart.md): Get your Winnerr account set up and your first contacts added in under 10 minutes - [AI Settings](https://docs.winnerr.ai/settings/ai.md): Configure Winnie AI — her persona, knowledge, permissions, and behavior - [Appearance Settings](https://docs.winnerr.ai/settings/appearance.md): Customize the look and feel of your Winnerr workspace — themes, layout, typography, and accessibility - [Auto-Reply](https://docs.winnerr.ai/settings/auto-reply.md): Configure automatic responses for incoming calls, texts, and emails when you are unavailable - [Billing](https://docs.winnerr.ai/settings/billing.md): Manage your subscription plan, payment method, and invoices - [Calendar Settings](https://docs.winnerr.ai/settings/calendar.md): Connect your calendar, manage availability, and configure booking preferences - [Website Concierge](https://docs.winnerr.ai/settings/concierge.md): Set up a 24/7 AI chat widget that qualifies leads, captures contact info, and routes them to your CRM — from one embed snippet - [Email Settings](https://docs.winnerr.ai/settings/email.md): Connect your email account, configure your signature, and set up auto-reply rules - [General Settings](https://docs.winnerr.ai/settings/general.md): Manage your profile, account preferences, and workspace defaults - [Integrations](https://docs.winnerr.ai/settings/integrations.md): Connect Winnerr to external tools via MCP and manage your external tool library - [MCP Integration](https://docs.winnerr.ai/settings/mcp.md): Configure Model Context Protocol settings for AI tool integrations and external connections - [Notification Settings](https://docs.winnerr.ai/settings/notifications.md): Control which alerts you receive and how you receive them - [Onboarding](https://docs.winnerr.ai/settings/onboarding.md): Complete your workspace setup and track your onboarding progress - [Phone Settings](https://docs.winnerr.ai/settings/phone.md): Configure your Winnerr phone number, call routing, voicemail, and calling preferences - [Webhooks](https://docs.winnerr.ai/settings/webhooks.md): Send real-time event data from Winnerr to external services via webhooks ## OpenAPI Specs - [openapi](https://docs.winnerr.ai/api-reference/openapi.json) ## Optional - [Open App](https://crm.winnerr.ai) - [Support](mailto:support@winnerr.com)