Real Estate CRM SaaS

Buyer pain

Agents lose momentum when buyer leads, listing notes, showing feedback, offer deadlines, and client follow-up live across inboxes and spreadsheets.

Persona

real estate agents, team leads, and brokerages managing buyers, sellers, showings, offers, and closing deadlines

Brokerage leaders need one view of active clients and transaction risk without forcing agents into a generic CRM that ignores property timelines.

Mock dashboard metrics

• Active clients: 34 - Mock buyers and sellers in motion.
• Showings today: 12 - Scheduled tours awaiting feedback.
• Deadline risk: 4 - Transactions with next steps due soon.

Dashboard preview

• Timestamp: Updated today 9:05 AM CT
• Active client moves: 34 - Buyers, sellers, showings, offers, and closing tasks grouped by agent ownership.
• New leads: 9 - Buyer and seller inquiries waiting for agent assignment.
• In showing: 12 - Client tours with feedback still open.
• Under contract: 7 - Offers with deadline or contingency follow-up.
• New lead intake: 9 - Source, budget, neighborhood, financing, and urgency captured for routing.
• Showing calendar: 12 - Tours organized by agent, client, property, and feedback status.
• Offer deadlines: 7 - Inspection, appraisal, financing, and closing milestones tracked for risk.
• Activity: Buyer lead assigned to south-market agent
• Activity: Showing feedback requested after downtown tour
• Activity: Inspection deadline flagged for closing team
• Owner action: Assign new web leads
• Owner action: Confirm showing feedback
• Owner action: Review offer deadlines
• Next best action: Confirm today's buyer showings before reviewing offer and inspection deadlines.

Operator workflow

• Capture lead: Track source, budget, neighborhoods, financing stage, and buyer or seller urgency.
• Coordinate showings: Group properties, agent availability, feedback, next steps, and client follow-up in one board.
• Close transaction: Keep offers, contingencies, inspection dates, lender tasks, and closing milestones visible.

Static mock screens

• Lead pipeline: Buyer and seller leads sorted by source, readiness, price range, and next follow-up. (Static preview live)
• Showing calendar: Property tours, agent assignments, client notes, and route timing for active showings. (Pilot gated)
• Offer tracker: Offer status, contingencies, inspection deadlines, appraisal notes, and closing dates. (Paused backend)

Operating model

Closed-alpha route only; public marketing is live while tenant provisioning, signup, and account creation remain disabled.

Launch status

Closed alpha concept surface for invited real estate CRM pilot conversations.

What is live vs paused

Static overview, dashboard mockup, architecture, and canonical route are live.

Cloud SQL, Cloud Run tenant workflows, Stripe checkout, and public signup remain disabled until pilot approval.

Buyer questions answered

• Can agents create accounts today?: No. The product is in closed alpha, so public signup and tenant provisioning stay disabled until an approved pilot.
• What workflow matters first?: The first pilot should prove lead intake, showing feedback, offer deadlines, and closing follow-up for a small agent team.
• How is it different from generic CRM?: The workflow is organized around clients, properties, showings, offers, contingencies, and brokerage reporting.

Pilot readiness checklist

• Lead sources: Define web, referral, portal, and open-house lead sources before importing real contacts.
• Showing workflow: Confirm tour scheduling, feedback capture, agent ownership, and client follow-up rules.
• Deadline model: Map offer, inspection, appraisal, financing, title, and closing milestones for transaction tracking.
• Signup boundary: Keep public account creation blocked until the brokerage pilot scope is approved.

What happens after request pilot

• Review brokerage workflow: Document how agents currently track leads, clients, showings, offers, and closing tasks.
• Load sample pipeline: Use sanitized buyers, sellers, listings, and transactions to tune the board.
• Run agent review: Validate whether follow-up prompts and deadline risk reduce missed client updates.
• Approve next integration: Decide whether maps, lead forms, Stripe, email, or reporting should be activated next.

Proof and fit

• Lead, client, showing, offer, and deadline screens are visible without running tenant infrastructure.
• Closed-alpha status makes the no-signup boundary explicit for agents and broker owners.
• The static route explains the brokerage workflow while Cloud Run, Cloud SQL, and Stripe activation remain pilot-gated.

Capabilities

• Lead and client tracking for buyer and seller pipelines.
• Showing coordination with property notes, feedback prompts, and agent ownership.
• Offer, contingency, and closing deadline visibility for brokerage reporting.

Architecture at a glance

• Public route: Firebase serves the brokerage product page at the canonical real estate SaaS path.
• Tenant runtime: Cloud Run, MySQL tenant databases, Stripe billing, and Google Maps workflows stay pilot-gated.
• Closed-alpha guard: Marketing can explain the product while public account creation remains disabled.

Real Estate CRM SaaS pricing

SaaS/product MVP pilot is published as a typical planning range, not a guaranteed quote.

Typical ranges are planning anchors, not guaranteed quotes. Exact amount and currency are confirmed only after scope, acceptance criteria, customer/workspace, and rollback note are approved.

SaaS pilots usually require a proposal packet and deposit before runtime, database, billing, or customer-data work is activated.

• Lean pilot: $25k-$75k
• Multi-role integrations: $75k-$150k+
• What changes the price: Number of user roles, dashboards, workflows, and authenticated states.
• What changes the price: Billing, auth, CRM, scheduling, voice, email, or third-party API integrations.
• What changes the price: Data model complexity, audit logs, support workflow, and operator reporting.
• What changes the price: Whether paused SaaS runtime is resumed for a controlled authenticated pilot.
• Excluded: Public unauthenticated SaaS sandboxes.
• Excluded: Broad feature catalogs before the first owner workflow is proven.
• Excluded: Ongoing cloud spend, third-party usage fees, and vendor subscriptions unless written into the proposal.