Plan / 01
New Lead Instant ResponseBuyer & seller
Every new lead gets a personal text in your voice right away, an intro email the next day and a call task on your list. You're first, every time — even at 9:47 PM.
Watch it run
Done-for-you CRM automation for real estate agents
Your CRM should be doing your follow-up. We'll set it up so it does.
Not more leads. Not another CRM. Just the automation your CRM should already be running — instant new-lead response, transaction updates, past-client nurture — built for you, inside the CRM you already use.
Smart Plan / 01
New Lead Response
0 minNew buyer lead comes in
0 minPersonal text sent in your voice, automatically
Day 1Intro email goes out
Day 2Call task lands on your list
OngoingMoves to warm / hot based on opens and clicks
Works on your CRM
LoftykvCORE / BoldTrailFollow Up BossBoomTownChimeWise Agent
01 / The real problem
Most agents aren't short on leads. They're short on follow-up.
01 /
New leads wait more than 5 minutes for a first reply.
02 /
Past clients only hear from you at closing.
03 /
“Following up” means you, remembering to text people.
Your CRM can already do all of this. Most agents just never had it set up.
02 / The Smart Plans
Five Smart Plans. You get the ones your business actually needs.
After signup, a short questionnaire shows where your time goes. We recommend the right combination for the way you work.
Plan / 02
Under Contract / Transaction Updates
A congrats text, inspection prep, appraisal updates and a closing countdown go out automatically. Your clients always know what's next — and you get fewer “what's happening?” calls.
Watch it run
Plan / 03
Past Client Nurture + Review Requests
A check-in after closing, a review request at the right moment and quarterly home-value updates. Past clients keep hearing from you — and that's how referrals happen.
Watch it run
Plan / 04
Behavior-Based Pipeline MoverCold / warm / hot
When a quiet lead comes back to your site, they move from Cold to Warm to Hot on their own — and you get an alert to call first, before another agent does.
Watch it run
Plan / 05
Sphere Anniversary & Birthday Touches
Birthdays, home anniversaries and holidays — remembered and sent in your voice. You stay top of mind all year, without having to remember anything.
Watch it run
Built once. Runs every day after that.
03 / How it works
Three steps.
Then it runs.
No migration. No complicated implementation for you to manage. We do the building inside the CRM you already use.
01 — Start here
Book a 15-minute call.
We find out where follow-up is falling through the cracks.
02 — Make it yours
Answer a short questionnaire.
It decides your Smart Plans and your message tone.
03 — Go live
We build, test and train you.
Live in your CRM in 2–3 weeks. You don't touch the setup.
04 / The investment
One-time setup, plus a small monthly to keep it running.
Pick the amount of follow-up you want off your plate.
Foundation
$497setup
+ $47/month to keep it running
- Choose 2 of 5 Smart Plans
- Built, tested and trained in your CRM
- Live in about 2 weeks
Full Pipeline
$997setup
+ $97/month to keep it running
- Choose 3 of 5 Smart Plans
- Built, tested and trained in your CRM
- Live in about 3 weeks
Managed
$1,497setup
+ $297/month to keep it running
- Start with 3 Smart Plans
- Remaining 2 phased in over time
- Ongoing management and tuning
- Live in about 3 weeks
Command Center dashboard
See your pipeline and every automation at a glance.
A quick clarification
What we're
not selling.
×Leads
×A new CRM to learn
×Promises about your closing numbers
✓Your time back, from the CRM you already pay for.
05 / Good questions
The details,
straight up.
Any major CRM. We build on what you already use — including Lofty, kvCORE / BoldTrail, Follow Up Boss, BoomTown, Chime and Wise Agent. No platform switch required.
That's common. A lot of CRMs have half-built workflows that never quite got finished. Book a free 10-minute audit and we'll show you what's working, what isn't and what we'd change. No pressure.
Your part is one 15-minute call and a short questionnaire. We handle the building, testing and training. You don't touch the setup.
Monitoring and upkeep, so your Smart Plans keep running as your business changes. For Managed, it also includes ongoing management and tuning.
About 2 weeks for Foundation and about 3 weeks for Full Pipeline and Managed.
Ready to get it off your plate?
Stop following up by hand.
Grab 15 minutes. We'll show you exactly what your CRM could be doing for you.
Book your free call
Or email