Your Left Hand Side Navigation Menu

Your Left Hand Side Navigation Menu

🚀 Exploring the New ClientBAY Left-Hand Navigation Menu

We've upgraded the left-hand side navigation menu in ClientBAY to group your most essential tools logically, making it easier than ever to manage your business.

Below is a breakdown of the updated menu options and the powerful features you'll find under each one.


Dashboard - Takes you directly to your personalized ClientBAY Home Dashboard. You can learn more about how to customize your Home Dashboard by clicking here

Contacts - Access your ClientBAY CRM Dashboard for complete contact management.. Click here to learn more about your ClientBAY CRM Experience.

Messaging - Create and send quick, one-off emails to your contacts and leads! Click here to learn more.

Calendar - Manage your day-to-day schedule and view any company-created calendars in one spot. To learn how to utilize this feature, click here.

Files - Utilize your online storage for your personal files and images, as well as shared company assets. To learn how to take advantage of your ClientBAY Files click here.

Listings - under this tab you can view your listings dashboard, manage your showings requests, and create open houses. 

Email Campaigns - Manage and create content for your campaigns, and access your Campaign Manager to create drip email campaigns.

Neighborhood Notify -This section houses our NEWEST feature: Market Watch 

Automated Follow Up - Create your own Action Plans for your contacts, leads and listings as well as surveys here.

Other Tools - this is where you will find tools and features like blogs and testimonials.

QR Codes - create website and SMS QR codes in this tab.

eSign - Access your eSign Dashboard here. To learn more about how to use eSign, click here.

Financials - Here you can access your Real Estate Transactions (this is only visible to those who have our FinancialBAY Product) 

Reports - here you can access reports on your listings, campaigns, showings and more. Click here for a Reports Overview. 

Company Directory - Quickly find a Realtor in your brokerage, including contact information for your fellow agents. 


If you are an admin who uses the FinancialBAY portion of our platform, here is a video on the changes you will see:







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