Clients

Select clients on All Clients to apply an AI search, send a push notification or clear notifications. Actions cover the page you're on.

Add a template, AI search or new custom search to a client from their page, choose how often alerts go out, and send the first one now.

A client's stage in your app is their lead stage from your connected CRM. You see it in the Stage column on All Clients, where you can also sort and filter by it, and on the client's own page in the CRM part of the Client Details card. To change a stage, change it in your CRM.

Delete a client from the menu on their page, or a lead with Delete lead. It is permanent, and leads show Delete lead only when no CRM is connected.

Search All Clients by name or email, filter by stage, tags, alerts or agent, sort any column and choose which columns show.

A client's page shows contact actions, Ruuster and CRM details, onboarding answers, searches, activity, sent emails and viewed homes.

All Clients lists every client and lead you work, with stat cards, columns, invite status, CRM links and actions for one or many clients.

Send a client a personal invitation from the + menu or All Clients, or share your landing page so they can sign up under you.

Leads from your CRM show on All Clients before they register. Send them an invite, and see what you can and can't do until they sign up.

What the counts on the sidebar, bell and All Clients mean, and how a client's notifications clear when you view them.

When an agent leaves, delete them from Team and choose who receives their clients. That's how clients move between agents in Ruuster today.

Resend an invitation from All Clients or the client's page when someone never signed up, and check why the first one didn't arrive.

Clients rate, note and photograph homes in their app, and you see it in their activity. Notes, ratings and photos are client tools.

Client Activity ranks clients by unread or recent activity and shows a live feed of views, favorites, tours and notes you can filter.