CRM that actually fits real estate
01
CRM that actually fits real estate
A properly configured pipeline with stages, automations, and reporting that matches how real estate actually works — not how a generic CRM was designed.
Real Estate
Your deal pipeline shouldn't live in a spreadsheet.
You're tracking deals in Excel, following up through Gmail, and coordinating transactions through text messages. It works until it doesn't, and then a deal falls through because something slipped. We fix the system before the next deal slips.
Speak With UsReal Estate
We know what's slowing you down.
01
Pipeline in a spreadsheet
Your deal pipeline is a Google Sheet that's always slightly out of date. Multiple people edit it, it has no automation, and you're never sure what's actually current.
02
Follow-up depends on you
Leads that don't close immediately go cold because there's no system for nurturing them. Your follow-up cadence is "when I remember" — which isn't a system.
03
Transaction coordination is chaos
Coordinating between buyers, sellers, lenders, and title companies happens through email chains that are impossible to track. Something always gets missed.
04
No visibility into what's working
You don't know your average days-to-close, your lead source conversion rates, or which agents are most effective. Decisions are based on feeling.
How we solve it
A real estate operating system that runs your pipeline.
Every lead tracked, every follow-up automated, every transaction coordinated from a single view, without adding headcount.
Automated lead nurturing
02
Automated lead nurturing
Leads that aren't ready today get nurtured automatically. Follow-up sequences, market update emails, and check-in triggers that run without anyone managing them.
Transaction coordination workflows
03
Transaction coordination workflows
From offer accepted to closing, every step is tracked, every party is notified, and every deadline is flagged before it becomes a problem.
Performance reporting
04
Performance reporting
Real-time dashboards showing pipeline value, conversion rates by source, average days-to-close, and agent performance — pulled automatically from your CRM.
60%
60% of real estate transactions involve at least one communication breakdown. Systems eliminate most of them.
The brokerages building these systems now will handle more volume with the same team. Those still managing deals through email keep hitting the same headcount ceiling.
Speak With UsReal Estate
Questions about real estate operations
How long does setup take?
Most clients have a working system within 3–4 weeks. We start with your pipeline and core follow-up flows, then add reporting and transaction workflows. You don't wait months to see results.
Do we need to replace our current CRM?
Not necessarily. We work with what you have — Follow Up Boss, HubSpot, KVCore, and others. If your current CRM is the right fit, we configure it properly. If it isn't, we help you migrate.
Can this work for a solo agent or a small team?
Yes. We work with individual agents, small teams, and brokerages. The scope adjusts based on your size — a solo agent needs a simpler system than a team of 10, and we price accordingly.
Which platforms do you integrate with?
We integrate with major real estate CRMs, MLS data feeds, DocuSign, Dotloop, Google Workspace, and most transaction management platforms. If you use it, we've likely connected it.
How is this different from just buying a CRM template?
Templates are generic. We build around how your business actually works — your stages, your lead sources, your team structure. A template can't automate your specific transaction workflow or pull your specific data into a dashboard.
Let’s get to work
Ready to build your business operating system?
Right now your business runs on a stack of tools that don’t talk to each other. That’s the problem we solve. Tell us what’s slowing you down and we’ll show you what one system would look like for your firm.
Speak With Us