Northpoint
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Knowledge center

How to use Northpoint.

Short, written-for-agents guides for every surface. Start with your first 15 minutes, then dip in as you go.

Get started

Your first 15 minutes in Northpoint

Sign up, create a workspace, import your contacts, and run your first day.

Invite your team

Owners, agents, assistants, and collaborators — who sees what.

Import your sphere of influence

CSV importer, field mapping, and deduping against existing contacts.

Daily workflow

The Today screen

How the daily action queue is built and how to read it at 8 a.m.

The Daybook

A 10-day spread of your work, and how the common entries save time.

Tasks

Private, contact, and deal tasks — and how due dates feed the Today queue.

Pipeline & people

Pipeline and deal execution

Stages, board vs. table view, at-risk flags, milestones, and contracts.

Contacts: people and companies

One unified book for buyers, sellers, sphere, lenders, attorneys, and brokerages.

Documents library

Uploading, organizing, and extracting terms from contract PDFs.

Power tools

Blueprints and task packs

Save the sequence you run on every new listing or escrow. Apply in one click.

Teams and entity-level sharing

Group people into teams, share specific deals or contacts with team-level access.

Connecting an AI assistant

Point Claude or another assistant at your workspace using the built-in tool surface.

Account

Billing and plans

Choosing a tier, changing plans, seat limits, and how trials work.

Exporting your data

CSV and JSON export, trash and restore, and what happens to your data if you leave.

How we use error tracking and session replay

What we capture to fix bugs, what we mask, where it lives, and how long we keep it.