We’re always looking for ways to help real estate agents work faster and spend less time on repetitive tasks. This month, we’re rolling out three new features in Click Contracts that do exactly that — giving you better visibility into client activity, tighter CRM integration, and a seamless connection to one of the industry’s most widely used compliance platforms.
All three features are live in your account today. Here’s a closer look at what’s new and how each one helps streamline your workflow.
We’ve added a new Transactions tab to the Contacts section in your Click app. Now you can see every transaction tied to a specific client without leaving their contact record.
To find it, head to Contacts from the left-hand navigation on your home screen, search for a client by email, and open their profile. You’ll see the new Transactions tab right alongside their existing contact details giving you a complete view of their transaction history in one place.
No setup required. It’s live in your account now. Watch the video to see it in action.
You can now connect your Follow Up Boss account directly to your click app, making it easier than ever to pull CRM contacts into your transactions without manual data entry.
Once you’ve linked your API key through the Integrations page, you can import contacts by name or email from multiple places in the platform — your main contacts list, new buyer transactions, the Parties section of existing deals, and even directly into envelopes when adding signers. It’s a small connection that eliminates a lot of repetitive work.
👉 To get started, head to Integrations in your left-hand menu and select Follow Up Boss. Need your API key? Our step-by-step setup guide is linked right on the connection page.
You can now connect your ClickApp account directly to SkySlope, making it easier than ever to push transaction data between platforms without manual re-entry.
Setup takes just a few minutes. Head to Integrations in your ClickApp sidebar, select SkySlope, and enter your Access Key and Access Secret (the in-app setup guide walks you through generating these). Once connected, choose your office and agent profile, and you’re good to go.
From there, any transaction in ClickApp can be sent to SkySlope with a single click. The system will flag any missing required fields before submission, so you can fix issues upfront rather than catching them later.
👉 Log in to your Click Contracts app to explore these new features and take your business to the next level!