Dashboard

The dashboard opens on your desk. A short note at the top tells you what matters right now: how many people are waiting on a first call, who has waited the longest, and any follow-up that came due. Every name in the note is a link straight to that person.

Below the note, a shelf of your own listings shows what deserves attention: a listing about to lapse, the listing in your most-opened brochure, and a door to all your listings. The photography is your own; nothing here is stock.

People to see lists who is waiting, with their language, why they are on the list, and how long they have waited. Each row opens the lead, the unassigned queue, or the Messages conversation. Worth a look collects quiet signals: how often your brochure was opened and whether a website visitor is waiting in Front Desk.

Administrators can view selected team members or choose Everyone; the default remains Just me. Organization members see work assigned to them, and plan names appear only for administrators. A temporary Front Desk outage is marked honestly without hiding the rest of the page.

Ask Fondaro lives in the shell-wide dock on every dashboard route. Open it from the Fondaro mark in the dashboard chrome. Conversations and proposed CRM changes stay in that dock while you work elsewhere.

The sidebar keeps Ask at the top. The rest of the rail links to Tasks, Leads, Deals, Calls, Reports, Messages, Properties, Loops, Website, Lead Plans, and Settings according to your role.

Search and commands

Press ⌘K (Ctrl K on Windows and Linux) anywhere in the dashboard to open the command palette. You can also click Search in the dashboard chrome.

The palette blends destinations, documentation, leads, people, your listings, brochures, connected property sources, and quick actions. Lead results show the assignee's avatar and organization profile name, or an assignment count for a co-owned lead, so administrators searching across the agency can see ownership before opening a record. Paste a supported listing URL or reference and Fondaro offers the relevant destination.

Search leads by description

Names, emails and phone numbers match as you type. From the second word, the palette also offers Search by description, which looks for people by what they actually said across your notes, calls and emails.

That row stays pinned at the bottom of the palette, so it never sinks below whatever else your words happened to match. Press Enter on it to run the search, or press ⌘ Enter (Ctrl Enter on Windows) from anywhere in the palette to run it without selecting the row at all. The palette stays open and the matching people appear above, each with the one line of evidence that made them a match, where it came from, and when. Selecting someone opens their lead, and the arrows in the dashboard chrome step through the rest of the results in order.

Only genuinely relevant people are returned. When nobody in your CRM said anything like your description, the palette says so plainly instead of falling back to a list of everyone. Searching by description is rate limited, because each search reads across your whole history; if you run several in a row, wait a moment between them.

Ask Fondaro is pinned at the bottom too, directly below it. Selecting it opens the shell-wide Ask Fondaro dock in place, without leaving the surface you are working on.

Type @ to narrow the palette to a scope such as @leads, @people, @properties, @brochures, @docs, or @ask. Press Backspace on an empty scoped search to return to all results. @autopilot still works if that is what you are used to typing.

Long-running work

Work that keeps running after you leave the screen is followed on the surface that owns it. Website builds report their status on Website, CRM exports on Migrations, video renders on the ad you started them from, and Loop runs in the Loop editor. Ordinary Fondaro AI answers and inline proposals finish in the conversation.

Roles and access

Ask Fondaro, CRM, Messages, Reports, Properties, and your personal Fondaro MCP connection are available to organization members. Organization administration, Lead Plans, Website management, and Loops remain admin-only where their underlying APIs require it.