A Growth OS that already knows what a showing is.
Generic CRMs make you store a property as a Deal and a showing as a Task, then wonder why reporting is meaningless. The real estate pack ships the objects, pipeline, and follow-up automations already modelled, so your first day is customising rather than constructing.
What lands in your workspace on day one.
Not a template gallery — objects with real relationships, a pipeline with real stages, and automations already running.
- Propertyaddress, price, beds/baths, status, listing agent, media
- Listinglist date, list price, days on market, source portal
- Buyerbudget range, must-haves, pre-approval status, timeline
- Showingproperty, attendees, scheduled time, outcome, feedback
- Offeramount, contingencies, submitted date, status
Rename, reorder, or retire any stage. Add a second pipeline for a different motion.
Automations, not suggestions.
These are live the moment the pack installs. Every one is editable, and every run keeps a step-by-step trace.
Instant lead response
A new lead from a portal, your site, or an ad form gets a reply in seconds by SMS or WhatsApp, any hour, then qualifies on budget, timeline, and pre-approval.
Showing reminders
Confirmation on booking, reminder the day before, and a feedback request after — with the outcome written back onto the Showing record.
Listing-alert follow-up
When a new Property matches a Buyer’s saved criteria, the buyer hears about it before it hits the portals.
Cold-lead revival
Buyers with no activity for 30 days re-enter a light-touch sequence instead of sitting in the database forever.
The problems this pack was shaped around.
Speed-to-lead is a systems problem, not a discipline problem
Whoever replies first usually wins the client, and no human replies at 2 a.m. or during a showing. Telling agents to be faster doesn’t work; the fix is that first response stops depending on a person being free. AI answers immediately, qualifies, and hands you the live ones with context — so your effort goes to the leads worth your effort.
Portal-neutral, so your data stays yours
We don’t own a listing portal, so we’re not competing with you for your clients and we don’t resell your data. Your leads and relationships are yours — that’s a structural fact about our business model, not a policy we could quietly revise.
Compliance you don’t have to remember
Opt-in, opt-out, and quiet hours are enforced by the platform in the recipient’s timezone. An automation can’t text someone at 11 p.m. because the rule lives at the send layer, not in the agent’s memory.
The same platform, whatever you sell.
A pack is configuration on top of one shared data model, one filter engine, and one automation engine. That is why you can change any of it without losing the parts that work.
Real estate, answered.
Which lead sources can you capture?
Portal leads, your own website forms, ad-platform lead forms, and inbound SMS or WhatsApp. If a source can send an email or hit a webhook, it can create a record — and the response automation fires the same way regardless of where the lead came from.
Do I lose control of conversations to the AI?
No. AI handles first response and qualification, and you can take over any thread at any point. Hot leads are handed to you with the full conversation and the qualification answers already on the record.
Can a brokerage manage multiple teams and control who sees what?
Yes. Row-level permissions are enforced by the query engine, so a team sees its own pipeline while a broker sees everything, from the same views and dashboards.
Can I keep using my current CRM while I try this?
Yes. Many teams start with the instant-response automation running alongside their existing CRM, then migrate the rest once they trust it. Import is CSV-based with column mapping.
Start with the real estate pack already installed.
Free workspace, the objects and automations above set up at onboarding, and every price published. Customise from something that works.
Free trial · no card required · every price published