Household-model contacts
A married couple is one record, not two with a fragile tag linking them. Birthdays, anniversaries, life events, and shared properties all live where they belong.
Custom CRM for Realtors
Relationships first. Modern marketing on top.
A custom CRM for the realtors who close deals through trust and referrals, not Zillow leads. Built on a real sphere-and-household backbone. Modern marketing layered on: branded newsletters that look like 2026, personal video greetings, social composer, SMS, review automation. Without turning you into a marketing agency.
Starts at $3,500
Hosting From $50/mo
Team size No per-seat fees
30-minute call. No quote until I understand your workflow: your sphere, your pipeline, your tools. Then I'll tell you whether a custom CRM is right for you, honestly.
The relational gap
The existing CRMs aren't built for how you sell.
The market splits into two camps. Lead-volume CRMs (Follow Up Boss, kvCORE, Lofty) are built for speed-to-lead and paid traffic. Old-school relational CRMs (Top Producer, Wise Agent, LionDesk) have the right data model. Their marketing tools are stuck in 2008. Neither is built for agents who close on trust and want modern marketing without becoming a marketing agency.
"My old CRM is built for the agent I'm not. It chases Zillow leads, not my sphere."
"Top Producer's newsletter still looks like it's from 2008."
"FUB charges me $69 a month for each new buyer's agent."
Built different
The relational backbone, with modern marketing layered on.
The old-school CRMs nail the data: sphere, households, notes, life events. The modern ones nail the marketing: newsletters, video, social. Yours does both, and the relationship data drives the marketing automatically.
Branded modern newsletters
Clean, mobile-first, on-brand. Looks like 2026, not 2008. Built on your sphere data so personalization just works. Neighborhood market snapshots for past clients, event invites for your community group.
Relationship-driven automation
Birthday tomorrow? Prompt for a video greeting. Past client at 1 year? Send a neighborhood market update. Closing date? Schedule the review request. Your data, your touchpoints, on autopilot.
Personal video greetings
Record a 30-second video on your phone, attach to an email or text, track who watched. BombBomb-quality, native to your CRM. The thing that actually makes you feel like a real person to a past client.
Notes that don't get lost
Long-form, properly formatted, dated, fully searchable. The kind of notes you actually want to scroll through before picking up the phone, not the kind buried under 13,000 contacts.
Roles for your team, no per-seat fees
Your TC sees deals but not commission. Your buyer's agent sees buyer leads but not your sphere. Your assistant manages contacts. Add as many agents and admins as you want. Hosting starts at $50/mo.
Migration
Coming from one of these?
Bring everything with you: contacts, notes, tags, action plans, properties. I've migrated all of these.
Top Producer
Follow Up Boss
KW Command
LionDesk
kvCORE
Wise Agent
Real Geeks
CINC
Chime
Brivity
Google Sheets
Excel chaos
Bringing it from somewhere else? Send me an export on the discovery call. I'll tell you exactly what'll come over and what won't.
Who it's for
Built for three kinds of relational agents.
You don't need to fit one perfectly. Most agents are somewhere along this spectrum. What matters is that you sell through trust, not by chasing strangers.
The seasoned relational pro
30+ years in the business, deep sphere, knows the importance of staying in touch but stopped doing it consistently. Wants the data done right and a modern way to send the monthly newsletter that doesn't look like 2008.
The hybrid agent
5 to 15 years in. Growing sphere. Does some Instagram, occasional email, inconsistent. Wants automation that respects the relationship, not blast-and-pray marketing. The right CRM lets them look like a pro without becoming a marketer.
The modern relational agent
Newer to the business (5 yrs in), engaged audience, active on social, allergic to spam. Wants the full modern marketing stack: newsletters, video, social, SMS. Tied to a real CRM, not a pile of disconnected tools.
Pricing
Pick the tier that fits where you are.
Three setup tiers depending on how much marketing you want layered on. Hosting starts at $50/mo across all three. Unlimited team members, no per-seat fees.
Relational
$3,500 to $4,500
For agents who sell entirely through sphere and referrals.
- Full migration from your current CRM
- Sphere segmentation and tag system
- Drip campaigns for sphere nurture
- Branded monthly newsletter setup
- Daily task engine (birthdays, anniversaries)
Relational + Modern
$3,500 to $5,000
For agents adding modern marketing on top of their sphere.
- Everything in Relational
- Embeddable lead-capture forms (site + IG bio)
- Social post composer with AI captions
- Review request automation
- Light analytics dashboard
Full Marketing
$5,000 to $7,500
For agents going all-in on modern marketing at scale.
- Everything in Relational + Modern
- Video greeting workflow (BombBomb-style)
- SMS with TCPA-compliant opt-in tracking
- Full analytics and reporting
- 1:1 marketing strategy session included
Hosting · same across tiers
from $50/mo
Hosting, backups, security, bug fixes. Cancel anytime.
Changes after launch
$150/hr
Or flat-fee mini-projects when the scope is clear.
Quick answers
Realtor-specific FAQ
How is this different from Follow Up Boss, Lofty, or kvCORE? +
Those tools are built for lead-volume agents: speed-to-lead, paid traffic, round-robin team routing. They work great for that. They're the wrong shape for an agent who closes deals through sphere and referrals. A relational-first CRM treats sphere segments, household relationships, life events, and long-term nurture as the core, then layers modern marketing (newsletters, video, social, SMS, reviews) on top of that data instead of bolting it on as an afterthought.
How is this different from Top Producer, Wise Agent, or LionDesk? +
Those tools have the right data model for relational agents. The marketing UI is frozen in 2010. Newsletters look like the 2008 Mailchimp template, no native video, no modern lead capture forms, no social composer, no review automation. A custom build gives you the same relational backbone you're used to, with marketing tools built this decade. And you own the code, so it'll still work in 5 years.
Will I have to learn to be a marketing person? +
No. The point of the setup phase is that I build your relationship-driven automations during onboarding (birthdays, anniversaries, post-close sequences, your monthly newsletter, your review request flow) so they run themselves. Your job is to keep your notes good and record the occasional 30-second video. Mine is to make sure the engine fires correctly and stays current.
Can you migrate my contacts from my current CRM? +
Yes. I've written migration scripts for Top Producer (including the messy exports), Follow Up Boss CSVs, KW Command, LionDesk, Wise Agent, kvCORE, and others. Notes, tags, household linkage, action plans, properties, past transactions all preserved. Send me an export on the discovery call and I'll tell you exactly what comes over.
What modern marketing tools come built in? +
Depends on your tier. The Relational tier ($3,500–4,500) includes branded monthly newsletters that look like 2026 and sphere drip campaigns. Relational + Modern ($3,500–5,000) adds embeddable lead-capture forms for your site and Instagram bio, a social post composer with AI captions, and review request automation. Full Marketing ($5,000–7,500) layers on personal video greetings (BombBomb-style), TCPA-compliant SMS, light analytics, and a 1:1 marketing strategy session.
Can my whole team use it? My assistant, my buyer's agent, my TC? +
Yes. Each person gets their own login with role-based permissions. Your assistant can manage contacts but not see commission, your TC can see deals but not your full sphere, etc. There's no per-seat fee, no matter how many people are on the team.
Does it work on my phone? I'm out showing homes all day. +
Yes. The whole product is mobile-first. Same experience on your phone between showings as on a desktop. Record a video greeting from your car, log a call after a closing, send a personal text, all from the same app. No separate mobile app to install or update.
How long does the build take? +
Usually 4 to 6 weeks. Week 1 is discovery. We sit down and map exactly how you work today (your sphere segments, your tags, your follow-up cadences, your touchpoint calendar). Weeks 2 to 4 are build with weekly demos so you steer the direction. Week 5 is migration and team training. Week 6 you're live.
Get in touch