Live for real estate
Every real estate lead captured, followed up and tracked.
Leads arrive with their source, follow-up runs on a schedule, and your pipeline shows the next move. Investors and wholesalers can add Ops.
Investors add deal tools on top of the CRM.
Every team gets lead capture, the inbox and follow-up. Investors and wholesalers add analysis, offers and buyers in Ops.
Sample seller lead
123 Sample St
Form submitted
Source: seller intake form. SMS opt-in consent recorded.
Acknowledgement queued
Text or email. Texting needs carrier registration and consent.
Call task created
Owner: you.
Reply drafted. Awaiting your approval.
BetaAppointment booked
On the calendar and on the contact.
Common questions
Is this for agents or for investors?
Both can use lead capture, the inbox, follow-up, appointments and pipelines on the shared CRM. The deepest workflow, with comps, a Deal Analyzer, offers and buyer dispositions, is built for investors and wholesalers and has its own page.
Do I need Ops?
No, not for conversations and pipelines. Ops is the acquisitions and dispositions workspace for investors and wholesalers, and it connects to the CRM so the lead carries over without retyping.
Does the AI text my leads for me?
No. AI drafts replies and you review them before they are sent. Timed follow-up you set up sends on its schedule, and texting needs US carrier registration (A2P) and contact consent first.
- Agent or team? Start with the CRM.Capture leads, follow up, book appointments and track the pipeline. No Ops needed.
- Invest or wholesale? Add Ops.Analysis, offers and buyers, from first contact to assignment.
Bring a real lead source and we will show where it lands and how follow-up starts. The demo is 30 minutes.