Real Estate
Real estate CRM that doesn't forget to follow up
Showings, offers, and closings don't survive "I'll remember."
- Import leads from spreadsheets and portal exports
- Next step required for every buyer/seller
- Custom fields for budget, neighborhood, move date, financing
- Today list keeps outreach consistent
Free 14-day trial · No credit card required
The follow-up problem (in plain English)
Leads arrive… then vanish into "I'll call them tomorrow."
Showings happen… then nobody logs the next move.
Offers sit… because "waiting on them" has no owner or due date.
Your pipeline looks okay until it suddenly isn't.
AI-powered import
AI-powered import for real estate lead lists
If you've got a spreadsheet, you've got a CRM migration path.
Upload
Detect
Review
Import
Example import columns
- Detects Brokerage/Account vs Contact vs Deal vs Activity
- Suggests a mapping (budget, location, stage, last touch, next follow-up)
- Lets you review and adjust before importing
- Dedupe + merge preview prevents duplicate leads
- Supports multi-sheet workbooks (e.g., buyers vs sellers vs rentals)
- Undo import if something looks off
The Nudge System
Four rules. Zero ambiguity. Every deal moves or you know why it didn't.
Every deal has an owner
No orphan deals. Someone is always responsible.
Every deal has a next step
No deal without a clear next action attached.
Every next step has a due date
Nothing drifts. If it's not scheduled, it's not real.
Your 'Today' list is the truth
Due, overdue, and done — your single source of action.
Next step required → Today list automatically updates.
Today
My tasks due today, overdue, and this week
- Send revised proposal to Nakamura Foods
- Call Alex re: warehouse timeline
- Review import mapping for Zoho migration
Team
Everything the team owes this week
Ryan
4 tasks
Sophia
6 tasks
Alex
3 tasks
Your 'Today' list, in your pocket.
Desktop, tablet, or phone — your next steps travel with you.
Marta Silva
Porto Wine Co.
Next actions
Send revised proposal
Due today · Ryan
Schedule tasting call
Tomorrow · Sophia
Prep shipping quote
Friday · Ryan
Recent activity
Proposal sent
2h ago
Email logged
Yesterday
Note by Sophia
2 days ago
Pipelines
Pipelines that match real estate workflows
Separate pipelines for buyers and sellers.
Buyer pipeline
Seller pipeline
Shared pipelines for the team · Personal pipelines for each rep · Templates to get started fast
Custom fields
Custom fields for real estate
The stuff you actually need.
Lead/deal fields
Everything you need to keep deals moving
AI-powered CSV/XLSX import
Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities — mapped by AI.
Shared + personal pipelines
Team pipelines for collaboration. Private pipelines for focus work.
Next step required
Owner + action + due date on every deal. Enforced, not optional.
Custom fields
On Businesses, Contacts, and Deals. Auto-created during import.
Activity timeline
Calls, emails, meetings, and notes — one thread per record.
Email capture
CC your workspace dropbox. Emails land on the right record.
CRM imports
Migrate from Pipedrive, Zoho, OnePageCRM — or plain CSV.
Comments + collaboration
Threaded discussions on any record. No more Slack side-channels.
Call back Sarah re: 3BR in Riverside
Schedule showing — Oak Park listing
Send pre-approval checklist to buyer
Simple, transparent pricing
Two plans. No enterprise math homework.
Start with a 14-day free trial. Monthly or annual billing.
Premium
$20/mo
$200/year
Teams + ownership + collaboration + advanced reminders
- AI import + dedupe + undo
- Custom fields
- Multiple pipelines (shared + private)
- Email capture (up to 1,000/mo)
- CRM imports (Pipedrive, Zoho, OnePageCRM)