Easily publish social content and launch irresistible lead magnets. The second a lead drops in, our AI guided CRM starts the follow-up workflow so no hot lead ever goes cold.
Bring lead capture, follow-up, client files, marketing, video, scheduling, signatures, reports, and transactions into one connected workspace.
From the first social click to the final closing signature, every feature in our platform works from the exact same file. Because your tools are native to one CRM, your contacts, lead sources, communication history, and transaction timelines are always perfectly synced.
Attention lives on social. Relationships live in the database. When those systems are separate, the handoff is where good leads disappear.
You know how to grab attention and rack up likes, but without an instant follow-up system, those interested prospects vanish before you can message them back.
You know how to manage a deal and keep your contacts organized, but social media leads live entirely outside your system. You're losing out on the modern wave of attention because content feels too complicated.
The value is not another feature list. It is what happens when every feature shares the same person, context, and next step.
Stop jumping between design apps and writing tools. Effortlessly publish and schedule your daily social posts, spin up print-ready flyers, create dynamic AI reels for your listings, and launch irresistible lead magnets from one unified hub.
Social Hub · CreateKeep prospects in your ecosystem. Whether they land on your social hub, a valuation page, or a lead magnet, they can instantly book a call on your built-in calendar—no disjointed redirects or messy third-party tools required.
Social Agent · CaptureKeep your client data and communication perfectly synced. The client file unifies lead requests, website activity, and notes so AI can work from the record instead of guessing. Use that deep context to record and send hyper-personalized video emails directly from the dashboard—skyrocketing your open rates and capturing higher client responses.
Data Agent · UnderstandGet an instant daily briefing on your most critical tasks, bookings, and recent client engagement the second you log in. Ask the AI operator to instantly handle the heavy lifting—like preparing reports, drafting campaigns, or setting up tasks—so you can review and approve everything with a single click.
Data Agent · ActKeep your entire paperwork and transaction workflow in one centralized ecosystem. Send secure electronic signature links directly from your dashboard and lock in deals fast. From there, let AI take over the heavy lifting by scanning the contract for contingency dates and building your closing timeline, while you effortlessly handle communication with escrow agents, attorneys, and vendors.
One system · CloseDeliver expert-level insights without the hours of manual research. Our system automatically pulls in property details, matching comparables, and comp ratings so you can review and send beautiful seller CMAs instantly. For buyers, craft comprehensive reports that outline tailored offer strategies, proving you go the extra mile while giving them the data-backed confidence to make winning offers.
One system · AdviseEvery workspace below connects to the same contacts, team permissions, activity history, and AI operating layer.
That’s before extra seats, calling add-ons, larger email lists, video credits, transaction tools, and the time spent keeping every system in sync.
Real estate CRM and lead follow-up
E-signatures and document envelopes
Video email and viewer tracking
AI listing-video creation
Scheduling links and booking automation
Landing pages and lead capture forms
Email marketing and automations
Typical public starting prices. Billing frequency, taxes, contacts, seats, credits, add-ons, and promotions vary by vendor.
CRM-aware chat, daily focus, work plans, voice, memory, and reviewed actions.
Valuations, listings, hot sheets, guides, social links, booking, and CRM capture.
Listing collateral, social assets, brochures, flyers, and editable designs.
Segmented nurture, one-off audiences, email tracking, and safe suppression.
Shareable CMAs, pricing strategy, buyer guidance, and polished PDFs.
Reusable templates, field mapping, signer routing, and completed documents.
Contract milestones, deadlines, checklists, vendors, documents, and emails.
Record video emails, track engagement, and create listing reels from photos.
We are Dave and Kelly. For over a decade, we sold real estate together—closing 50 to 60 deals a year at our peak. But behind the scenes, we were fighting two different battles.
Kelly was the Social Agent. She could create killer content, spark great engagement, and draw people in. I was the Traditional Agent. I kept the past clients organized, managed the database, and handled the transaction files.
We made a great team because we balanced each other out. But even together, we had a massive blind spot: our follow-up process was broken. We were running our business out of a messy pile of disconnected tools—DocuSign, BombBomb, Calendly, Mailchimp, and endless spreadsheets. Because there was no bridge between Kelly’s social attention and my database, hot leads slipped through the cracks. We lost deals we shouldn’t have simply because the follow-up wasn’t there.
The part that finally broke me was email marketing. I’m a terrible writer. I’d open Mailchimp, stare at a blinking cursor, close the tab, and tell myself I’d do it tomorrow.
So, I built the system we desperately needed back then.
Real Estate CRM Pro combines both of our strengths into a single platform that any individual agent can use. It puts Kelly’s social lead magnets on autopilot and uses built-in AI to handle my manual database follow-up—even writing campaigns in your exact voice.
It might have more features than you need on day one. That’s the point. We built it so you can finally grow your business into a single ecosystem, rather than bolting on another expensive subscription six months from now.
Managed AI is included. Start with a real lead, a real campaign, or a real deal during your 14-day no-credit-card trial.
Give the social side and the database side of your real estate business one shared operating system.