Proven in real estate.One CRM for the rest.

Real estate teams, investors and wholesalers use LeadEazy today. Home services, med spa and insurance run on the shared CRM only, and their industry tools are coming soon.

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James W.Seller lead · Google AdsSample data
Source: Google AdsPipeline: Contacted
New seller lead from Google Ads9:02 am
Hi James, thanks for reaching out. When are you hoping to sell?

SMS · 9:02 am

Pretty motivated. I need to sell within 60 days.

SMS · 9:14 am

Follow-up stopped on reply · Call task created9:14 am
  1. New
  2. Contacted
  3. Qualified
  4. Offer
  • Call James todayToday · You

Texting needs US carrier (A2P) registration and contact consent first. How registration works.

Proven today

Two industries it already runs for

Real estate teams run their leads, follow-up and pipeline on the shared CRM. Investors and wholesalers add Ops for analysis, offers, buyers and assignment.

Real estate

Every lead in one place, follow-up on a schedule, and a pipeline that shows the next move.

  • Leads arrive with their source
  • Texts, emails and calls share one thread
  • Appointments stay on the contact
Seller leadsPipeline by stageSample data

New

  • Maya R.

    Direct mail

    Text goes out

Contacted

  • James W.

    Google Ads

    Replied

Qualified

  • Luis M.

    Seller form

    Offer next

Next moves today

  • Call James W.Today · You
  • Send the offer to Luis M.Today · You
  • Follow-up text to Priya S.Day 2 · Automatic
See real estate

Investors and wholesalers

From the first seller lead to the assignment in one workspace. AI prepares, and you decide.

  • Deal analysis with your own rules
  • Offers, buyer matching and assignment
  • Every step stays on the same record
Deal analysisSample propertySample numbers
After-repair value (ARV)

Your call, from comps

$240,000
Your rule

You set it

70% of ARV
Repairs

AI drafts, you confirm

$38,000
Assignment fee

Your number

$12,000
Maximum allowable offer
$118,000

Repair estimate drafted. You confirm it before it is used.

BuyersBuyers you add to a list
  1. Analysis
  2. Offer
  3. Buyer match
  4. Assignment
See the full workflow

Shared CRM

One CRM underneath every industry

Every industry on this page starts from the same six capabilities. Real estate and investors add workflow on top.

See the shared CRM

  • Capture

    Every lead lands with its source, from web forms and inbound messages.

  • One inbox

    Texts, emails and calls share one thread per contact.

  • Follow-up

    Timed texts, emails and call tasks that stop when the lead replies or books.

  • Appointments

    Booking links, confirmations and reminders on the contact.

  • Pipeline

    Stages, owners and sources, so the next move is always visible.

  • Reporting

    Reports by source, team and pipeline, with attribution you map yourself.

Other industries

Other industries: shared CRM only today

Home services, med spa and insurance run on the same CRM, set up around how each one sells. Their industry tools are coming soon and not built. No dates are promised.

Quote follow-upSample data
Quote follow-up startedDay 1
Hi Dana, any questions about the quote?

SMS · Day 2

Looks good. Can you do Thursday?

SMS · Day 2

Sequence stops on reply

Home services

For quotes that go quiet after the estimate.

Works today
Lead capture, texting, inbox, quote follow-up and appointments.
Not built
Dispatch, crew routing and job costing.
See home services
Appointment reminderSample data

Tomorrow, 10:30 am

Visit with Maya R.

Hi Maya, a reminder about your visit tomorrow at 10:30. Use your reschedule link.

SMS · Reminder

  • Booked
  • Reminder scheduled

Med spa and dental

For bookings that need a reminder and a reason to come back.

Works today
Inquiries, booking links, reminders and re-engagement.
Not built
Patient records, treatment history and EHR sync.
See med spa and dental
Quote pipelineSample data
  1. Inquiry
  2. Quoting
  3. Quote sent
  4. Follow-up
  • Priya N.Home quoteQuote sent
  • Ben T.Auto quoteQuoting
  • Alma V.Business quoteFollow-up

Insurance and agencies

For quote requests that need a pipeline and a next step.

Works today
Inquiries, a quote pipeline and timed follow-up.
Not built
Agency-system and carrier integrations, and policy data.
See insurance and agencies

Texting needs carrier (A2P) registration and contact consent first.

Status

Where the platform stands today

Works today

On the shared CRM now

  • Capture, inbox, follow-up, booking links, pipeline and reporting
  • Texting (after A2P registration)
  • Real estate and investor workflows, including Ops

Set up with us

Needs configuration or a provider

  • AI call answering: optional, provider-backed, usage-based
  • CRM setup and implementation around your process

Not built

Do not buy for these

  • Industry tools for home services, med spa and insurance
  • Integrations with field-service, patient-record and agency systems
  • No dates are promised.

By use case

Or start with the problem you want fixed

These five work in any industry on the shared CRM. Real estate teams get more depth through Ops.

  1. Speed-to-leadEach lead is captured, gets a text or email, and lands with you as a call task.Any industry
  2. Automated follow-upTimed texts, emails and call tasks that stop when the lead replies or books.Any industry
  3. Appointments and remindersBooking links, confirmations, reminders, and follow-up when someone misses.Any industry
  4. Pipeline managementPipelines with stages, owners and sources, deeper for real estate through Ops.Strongest for real estate
  5. Reporting and KPIsReports by source, team and pipeline, with attribution you map yourself.Strongest for real estate

Not sure which one fits your business?

Tell us how a lead becomes a customer in your business. We will say what runs today and what does not.

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Ops trial: 14 days, no card required.