A real estate CRM 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 will ship the objects, pipeline, and follow-up automations already modelled, so your first day is customising rather than constructing.
Coming soonThe pack is in development. Everything it runs on is live today.
What the real estate pack will install
Coming soon- 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
- 1New lead
- 2Contacted
- 3Qualified
- 4Touring
- 5Offer out
- 6Under contract
- 7Closed
- Instant lead response
- Showing reminders
- Offer deadline watch
- Cold-lead revival
Objects with real relationships, a pipeline with real stages, and automations ready to run. Until the pack ships, custom objects and pipelines are live on every plan, so you can build these yourself today.
Three problems. The pack was shaped around them.
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. An automation sends the first message the moment a lead arrives, and the lead drops into a dialer list with its score attached, so the first call goes to the lead most worth calling.
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 and opt-out are enforced at the send layer, and the dialer can block calls outside 8am–9pm in the lead’s own timezone. The rule lives in the platform, not in the agent’s memory.
The pack is coming. The platform is here.
Here is what the shipped platform already does for real estate teams and brokerages. Each module is live today, with a page of its own.
Automations the pack will ship.
Each one will be editable, with a step-by-step trace for every run. The automation builder they run on is live today.
How AI automations workInstant lead response
A new lead gets a first email the moment it arrives, or a WhatsApp message as soon as their local quiet hours allow, and lands in the agent’s dialer list so the first call happens in minutes.
Showing reminders
Confirmation on booking, reminder the day before, and a feedback request after, with the outcome written back onto the Showing record.
Offer deadline watch
An Offer with no decision two days after it was submitted creates a chase task for the agent, so a quiet seller’s agent never becomes a lost deal.
Cold-lead revival
Buyers with no activity for 30 days re-enter a light-touch sequence instead of sitting in the database forever.
Which lead sources can you capture?
Today: forms on your UnifyLoop website and funnel pages, inbound email and WhatsApp conversations, inbound calls, your booking pages, and CSV import. A form on another site can post to a private webhook that starts an automation. Direct connectors for listing portals aren’t built yet, so portal leads arrive by email or import for now.
Does the AI talk to my leads?
No. The AI summarises conversations and drafts replies for you to edit and send; it never messages a lead by itself. Every conversation stays in your hands.
Can a brokerage manage multiple teams and control who sees what?
Yes. Visibility is set by role and enforced in the query engine: agents see their own records, team leads see their team’s, and the broker sees everything, all from the same views and dashboard.
Can I keep using my current CRM while I try this?
Yes. You can start with one follow-up automation running alongside your existing CRM, then migrate the rest once you trust it. Import is CSV-based with column mapping.
Start free today. The real estate pack is coming soon.
Contacts, leads, pipelines, and automation templates are ready at signup, and anything the pack will install can be built by hand in the meantime.
Free plan · No credit card · Every price on the site