Coming soonPre-release list now open

One place for every lead, call and follow-up.

Creative CRM is a real estate CRM that keeps your cold lists, active leads and clients on one record. It isn't open to the public yet, but it will be soon.

The Creative CRM Leads screen: a pipeline value scoreboard, status tabs, and a list of leads with property address, status, timeline and value.

The real app, with sample data


One record

One person, three lists, no copies.

Someone on a cold list replies and moves to Leads. A closed client moves to Contacts. It stays the same record, with the whole history attached.

How lists and records work


Campaigns

Follow-up that keeps going when you're busy.

Build a sequence once. Creative CRM sends it one person at a time, at a pace your mailboxes can hold, and stops when someone replies or opts out.

The campaign editor: emails and waits in order, with how many people each step has reached.

How campaigns work

Calling

A real person on every call.

No autodialer. Your agent works the list one click at a time, and every call and note lands on the record.

A live dial session: the person on the call, the call timer and Hang up button, their contact details, and the call list beside them.

Click to call

One person, one click, one call at a time.

Calling hours built in

Federal and state calling hours are checked before every dial.

Rechecked at dial time

Do-not-call flags are checked the moment you dial.

Notes on the record

The next person who opens it sees what was said.

How calling works

Day to day

The rest of the job, in the same place.

One inbox for replies

Campaign replies come back to one place, on the person they belong to.

The inbox: a list of conversations and an open reply from a lead.

Follow-ups you won't lose

Set a follow-up from any record. Snooze it, repeat it, or mark it done.

The calendar, showing a month of follow-ups and meetings.

Bring the lists you have

Import a spreadsheet, and rows that match someone you already have merge into their record.

The import review step: rows that will be created, rows that matched existing people, and rows with problems.

See what's working

Every campaign's reach and results at a glance, and a full report one click away.

The Campaign Studio screen, with a card for each campaign and its results.

See everything in Creative CRM


Consent

Proof of consent on every record.

When someone says yes or no, Creative CRM keeps what they agreed to, where and when. And it holds to it on every send.

  • Each channel is tracked on its own, so a yes to email is not a yes to texts.
  • An unsubscribe covers every address on the person's record.
  • Only the recipient can reverse their own opt-out.
  • Every marketing email carries an unsubscribe link and your postal address.

Creative CRM is software, not legal advice. You remain responsible for how you contact people.

The consent details for one person: status for each channel, the record of how they opted in, and a dated history.

Make it yours

Your colors, day and night.

Twelve themes in six day and night pairs. Try one: this whole page changes, including the screens, the same way the app does.

Coming soon

Be the first to know when we open.

Creative CRM isn't open to the public yet, but it will be soon. Join the list, and we'll reach out when we're ready to launch.