CRM for independent realtors
A CRM for realtors who work solo and cannot miss a call
You are the whole team: showing homes, writing offers and answering your phone. Clientager keeps your buyers, sellers and sphere organized, and your AI manager picks up when you cannot.
CRM included in every plan, from $39/month. AI manager included.
New lead
Consultation
Actively searching or listing
Under contract
Quick answer
What is the best CRM for realtors who work alone?
The best CRM for realtors working solo is simple enough to keep up with and does the follow-up for you. Clientager tracks buyers and sellers in one pipeline, reminds you to call past clients and your sphere, sends home anniversary messages, and logs referrals. Its AI manager answers your calls and texts 24/7 while you are in showings, then books appointments into the CRM. Plans start at $39/month.
Built for independent realtors and solo agents
Your Realtor CRM comes set up with the stages and fields independent realtors and solo agents actually use. Change anything, add your own.
Pipeline stages
- New lead
- Consultation
- Actively searching or listing
- Under contract
- Won
What each record holds
- Buyer, seller or both
- Price range
- Neighborhoods
- Pre-approval status
- Closing date
- Home anniversary
- Referred by
- Relationship (sphere, past client, new lead)
- Family and personal notes
One simple pipeline
Buyers and sellers move from New lead to Consultation, Actively searching or listing, Under contract and Won. You see your whole business on one board.
Sphere and past client lists
Tag friends, family, past clients and referral partners. Smart lists show who you have not talked to in 90 days, so nobody drifts away.
Home anniversary reminders
Store each closing date. Every year the CRM creates a task or sends a message on the home anniversary, which keeps you top of mind for referrals.
Referral tracking
Record who referred each client. Over time you see which past clients and partners send you business, and you can thank them.
Tasks that fit a solo day
Calls to make, documents to chase and showings to confirm, with due times and reminders. Everything appears on your calendar next to your appointments.
Full timeline per client
Every call transcript, text, email, showing and note on one timeline. When a buyer calls six months later, you know exactly where you left off.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Picks up when you are in a showing
Your AI manager answers your calls, texts, WhatsApp and web chat 24/7, so a new buyer never hits voicemail while you are walking a client through a house.
Qualifies and books
It asks about price range, neighborhoods, pre-approval and timeline, fills the record and books a consultation on your calendar.
Knows when to call you
Urgent calls from clients under contract are flagged and handed to you with a callback task.
Drafts your follow-ups
AI-drafted replies help you answer quickly in your own voice. Each contact also gets a summary and a suggested next step.
How a realtor runs on Clientager
- 01
A call during a showing
A seller calls while you are with buyers. Your AI manager answers, learns they want to list in spring, and books a consultation on your calendar.
- 02
Between appointments
You open the record on your phone and read the AI summary. A call task is waiting for after the showing.
- 03
Listing to contract
You move the seller through the pipeline. Under contract creates your closing tasks automatically.
- 04
After closing
Two weeks later the CRM sends a review request and records the closing date as a home anniversary.
- 05
Years later
Anniversary messages and sphere reminders keep you in touch, so they call you when it is time to move again.
Automations ready to switch on
- When A new lead is created→ Send a short intro text from you and create a call task for the same day
- When A contact tagged sphere has no contact for 90 days→ Create a task to call or text them
- When A deal is won→ Wait 2 weeks, then send a review request and a referral thank-you note
- When The stage changes to Under contract→ Create tasks for inspection, appraisal and closing reminders
- When A past client's home anniversary arrives→ Send a personal anniversary message
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Calls during showings go to voicemail and the lead calls another agent
- Past clients hear from you once a year, if that
- Referrals are not tracked or thanked
- Notes are scattered across your phone, email and a notebook
Clientager Realtor CRM
- AI manager answers and books while you are busy
- Sphere reminders every 90 days and home anniversaries
- Referral source on every client
- One timeline with every call, text and note
A CRM for realtors that does not need an assistant
Most of what you read about a CRM for realtors assumes you have a team or an assistant to keep it updated. When you work solo, a CRM only helps if it updates itself. Clientager does much of that work for you. Your AI manager answers your calls and messages, fills in the lead's details and books appointments. Automations create your follow-up tasks. You open it and see what to do next.
The biggest cost for a solo agent is a missed call. A buyer calls from a yard sign while you are in a showing and calls the next agent when you do not pick up. Your AI manager answers by phone, text, WhatsApp, web chat or email at any hour. It qualifies the buyer, books a time and leaves a short summary you can read between appointments.
Your sphere and past clients are your business
Repeat and referral business is where solo agents build a career. Clientager lets you tag your sphere, past clients and referral partners, then reminds you when you have not been in touch for 90 days. Closing dates become home anniversaries, and the CRM can send a personal message each year or create a task so you can call instead. A short, personal touch once a year keeps your name in mind when friends ask who to call.
Every client record holds the personal details that make a follow-up feel human: kids' names, the dog, why they moved. The timeline shows every past conversation, so a call two years later picks up where you left off. Record who referred each client, and you will see which relationships send you deals and deserve a thank-you. An automation can send that thank-you note for you.
- Reminders for sphere contacts every 90 days
- Home anniversary messages from closing dates
- Referral source on every client
- Personal notes on the client timeline
Simple enough to actually use
Generic CRMs often come set up for big sales teams, with fields and reports you will never touch. Clientager comes set up for an independent realtor with a five-stage pipeline and fields for price range, neighborhoods, pre-approval and closing date. You can edit stages and add custom fields, but you do not have to. It runs in any browser on your phone or laptop.
If you bring on a transaction coordinator or a buyer's agent later, give them a login. Staff roles hide payments, billing and revenue. Starter includes 2 logins, which suits a solo agent with one helper. You can import your contacts from any spreadsheet or CRM export via CSV, with duplicate detection, and export them again whenever you like. Your client list stays yours, wherever your license hangs.
Questions about the CRM
What is the difference between a CRM for realtors and an AI manager?
The CRM is your contact database, pipeline, tasks and follow-up reminders. The AI manager is the assistant that answers your calls and texts, qualifies leads, books consultations and showings, and logs everything in the CRM for you. For a solo agent it means the CRM stays up to date even on days you are showing homes from morning to night.
Can I import my contacts from my phone, spreadsheet or old CRM?
Yes. Export your contacts to a CSV from your spreadsheet, phone contacts or previous CRM and import them. Clientager flags duplicates, and you can merge them later. Map columns like closing date and referral source so anniversary and sphere reminders start working right away.
Can I give an assistant or coordinator access?
Yes. Add them as staff. They can work contacts, tasks and the calendar, but they do not see payments, billing or revenue. Starter includes 2 logins, Growth 5 and Scale unlimited if you grow into a team. The activity log shows who changed what.
How is this different from a brokerage CRM?
A brokerage CRM is built around routing leads across a team. Clientager for realtors is set up for one agent: a short pipeline, sphere and past client reminders, home anniversaries and an AI manager that answers your own phone. If you later build a team, lead assignment is there when you need it.
Will the AI manager sound like me?
You give it your name, your areas and how you like to work, and it answers on your behalf in a friendly, professional way. AI-drafted replies for your own messages are suggestions you can edit before sending, so the personal follow-ups still come from you.
How much does it cost for a solo realtor?
Plans start at $39/month and the CRM is included in every plan. You can book a live demo to see it set up for an independent agent, and you can get a refund before your AI manager goes live if it is not right for you.
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