Real estate CRM
Who's next, and what you talked about last time.
People is your CRM. Text Ezra “Who do I owe a call today?” and get your list, with the follow-ups already drafted. He adds new people for you, too. Every touch is yours: nothing texts or emails your people on a schedule.
People
Your clients, and the lenders and closing offices this workspace has learned.
Working with now
2 homes- 48 Harborview DriveAlex Morgan, Sam Morgan · Under contract
- 123 Maple AvenueEmily Chen, Marcus Chen · Under contract
Due a word
Follow-up dates that have arrived, longest overdue first.
Dates that matter
Under contract
The category
Why your CRM should know your deals
Most CRMs are built to capture leads, and everything after the contract lives somewhere else. So the client you just closed with gets typed in by hand, the closing date never becomes an anniversary, and who sent you business is a guess.
People knows your transactions because it lives with them. See what it does for agents, for team leaders, or meet Ezra.
From the contract
Nobody retypes a client
When a contract lands, the buyers and sellers named in it file into People. An exact phone or email match joins the person you already had, so does a name only one of your people has, and anything unsure waits for you instead of guessing. At closing, your buyer's card gets the property, and the closing day becomes their home anniversary.
- Clients filed from every contract, joined to the person you already had
- Anything uncertain waits for you, never a guess
- Past client, address and home anniversary set the day you close
- Import your contacts from a file, and see who referred whom
- Add a lender or title office from the shared directory: their details fill in, and your notes stay yours
Alex Morgan
Past client · closed on 48 Harborview Drive, Aug 12
Staying in touch
Every month
Recommended: the first ninety days after closing decide whether they stay in touch.
Due today
Closed on their home
Aug 12, 2026
Set from the closing day
Looking for
$350,000 to $425,000 · 3+ beds · 2+ baths
For his sister, near the lake
Referred by
Karen Ellison
Filed from the contract on 48 Harborview Drive
Staying in touch
A rhythm for every person, and a nudge when it's time
Set how often you want to reach each person, or take the rhythm recommended for where they are: weekly for leads and active buyers, monthly for the first ninety days after closing and quarterly after that, quarterly for your sphere. Log a call or a note and the next date rolls forward. People opens on two shelves: the dates that matter, birthdays and home anniversaries in the next two weeks; and who you are working with now, grouped by deal.
- A recommended rhythm by stage, or your own
- Birthdays and home anniversaries two weeks ahead, on one shelf
- Text, call or email from your own phone in one tap
- The people you owe a word, on your Home
Good morning, Jordan
Wednesday, July 22
Needs you
Next up
CalendarWhile you were away
Since Tuesday, 6:10 PMThe rest is on each deal's record.
Waiting on others
If the lender stays quiet, I'll ask again Monday.
That is all of it. What would you like to do?
Buyer matches
Know the hour a listing fits your buyer.
Write down what a buyer is looking for: price, beds, baths and the areas they want. Every hour, new listings on your MLS are checked against it, price cuts into their range included, and Ezra texts you when one newly fits. You decide what to send your buyer. Ezra keeps your book current by text too: “add Jane Smith, 540-555-0100, met her at the open house” and she is in, with the note.
Ezra
Today 7:05 AM
- New listings and price cuts checked every hour
- The text comes to you, never to your buyer
- Add a person, link one to a deal or update a number by text
- Ask Ezra for a lender's or title office's number, by name or town
Personal by design
Every touch is yours
- No campaigns, no schedules.
- Nothing in People sends anything in your name. The nudge is to you.
- Your book is yours.
- Each agent has their own book, and nobody else writes in it.
- Suggestions you approve.
- When a person might belong to a deal, it asks; you decide.
See People fill itself from your deals
Forward a recent contract and watch your buyer and seller land in People, matched to anyone you already had.