Settings
Your workspace, your identity. Connections under control.
Connect the tools you use every day
Website, Facebook, Instagram, LinkedIn, Gmail and Outlook: try the full flow with sample accounts.
3 / 4 steps completed
Prepare a complete client file for your first broker trial.
Connections
Indicators reflect server configuration. A real test is still needed to validate each provider.
AI processing is disabled for this workspace.
Website & social leads
Capture enquiries in your CRM with their source and a first follow-up.
Centris & Matrix
Provider access required
Sync becomes available after Centris authorization and connector verification. A broker account alone does not confirm this access.
Dantor on your device
Open your workspace from your phone’s home screen or your computer.
iPhone / iPad
In Safari, open the Page Menu, then Share (or Share directly). Choose Add to Home Screen, enable Open as Web App if offered, then Add.
Android / Chrome / Edge
Open your browser’s menu and look for Install app or Add to Home Screen. On a computer, an installation icon may also appear in the address bar.
Available options depend on your browser. The install button appears when your browser offers it.
An Internet connection and your signed-in session are required to view or edit records. Client records are never stored for offline access.
The installed app opens the private pilot. Demo data is not transferred to your workspace.
Getting started
Add a contact, open their profile, schedule a follow-up and write a first draft. Check the facts and consent before approving it. Approved copy can then be copied.
Emails, SMS and posts are not sent automatically. Priorities use the dates and facts you enter. Properties are entered manually until authorized Centris access is available.
Your data, under your control
Data is accessible to authorized workspace members. Optional AI processing uses only the structured facts needed for the task. No automatic sending or publishing. Contact your workspace owner for data access, correction or deletion.
Includes private notes and consent evidence. Store this file in a secure location.
An owner-only JSON file for keeping a copy of your data.