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Lead capture & routing
Every source — IDX, portals, paid social, sign calls — captured, deduplicated, and routed instantly by round-robin, price band, or geography.
CRM — Overview
A CRM your agents open at 7pm in the car
Most real estate CRMs die on adoption. We build or configure one around how your team actually works — fast mobile logging, automatic lead routing, MLS-linked contact records, and reporting a broker can read without exporting a thing.
Why it matters
A CRM nobody updates is an expensive address book
The value of a CRM is the data agents put in it, and they only do that when it’s faster than a text thread. We focus on the daily friction points — logging a call, moving a deal stage, seeing what a lead browsed last night — then wire in routing and reporting so leads never sit and you always know which sources pay. On-platform tools like Follow Up Boss and kvCORE, or a custom build when your model needs it.
What's included
Everything that goes into it, under one roof.
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Pipeline & deal stages
Buyer and seller pipelines with the stages your team really uses, plus tasks and reminders that fire automatically at each step.
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MLS-aware contacts
Contact records linked to saved searches, favorited listings, and on-site behavior, so the agent walks into every call informed.
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Broker reporting
Deals by source, agent pipeline health, and cost-per-closing — answered on a dashboard, not in a spreadsheet.
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Migration & onboarding
Clean data import from your old system, a 60-day adoption push, and training built for agents, not admins.
How we work
From first call to live, in four steps.
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01
Audit
We map how leads flow today, where they stall, and what your agents will and won’t do — then write it into a scope you can hold us to.
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02
Configure or build
We set up your platform or build the custom pieces — routing rules, pipelines, fields, and automations — in a staging environment first.
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03
Migrate
Your contacts, notes, and deal history move over clean, deduplicated, and mapped to the new structure.
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04
Train & support
Live training by role, written docs, and a real person to call for the first 60 days while adoption takes hold.
Common questions
Frequently asked.
Not necessarily. If you’re on Follow Up Boss, kvCORE, Lofty, or HubSpot we can often build routing, automation, and reporting around it. We only recommend a switch when the platform is genuinely holding the team back.
Yes. We link contact records to saved searches and listing data through the RESO Web API or your IDX feed, so behavior and property data live with the contact.
We design around how agents already work, keep mobile logging to a couple of taps, and run a structured 60-day training and check-in push after launch.
For brokerages we can build commission splits, caps, and disbursement calculations into the deal record, and connect them to your accounting system.
A configuration and migration on an existing platform is typically a few weeks. A custom brokerage CRM is scoped in phases with clear milestones.
Always. Clean exports, documented schema, and no lock-in games — it’s your pipeline.
Get started
Let’s build a CRM your team won’t abandon
Book a demo and we’ll look at your lead flow, your current tools, and your team — and tell you exactly what we’d do.