Built for Real Estate Teams

The lead you didn't call back bought a house with someone else.

You Close Houses. Booked55 Keeps Track of the People.

For the hot lead, the past client, and the email you keep meaning to send.

Leads show up from the portals, your open houses and your sphere. The follow-up ends up in your phone, on a sign-in sheet, or nowhere. Booked55 gives every lead and every past client a next step with a date on it, and drafts the email when it's due.

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Agent / Realtor

Licensed salesperson or broker, solo or on a team

You're the ISA, the showing agent and client care, all at once.

Prospecting in the morning, showings in the afternoon, offers at night. Follow-up gets whatever time is left, which some weeks is none.

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  • Hot leads

    Every hot lead has a next call on the calendar.

    Drop a lead into your Hot stage and Booked55 schedules a call every couple of days until you move them. Your daily list opens with the people you have to reach today. Cards that go quiet for longer than you've allowed turn red on the board.

  • Past clients

    Past clients hear from you before a door-knocker gets to them.

    Keep everyone you've closed in a Past Clients pipeline that sets up a check-in every three months, plus one on the home anniversary.

  • Emails

    The email is written before you've parked.

    Ask the AI for the note after a showing, a just-sold email to your sphere, or a check-in with someone who went quiet. It goes out from your own Gmail or Outlook, and the reply lands on the contact.

Inside Sales Agent (ISA)

Lead qualifier, nurture ISA

Speed to lead on day one. Nurture for the next eight months.

You call the new portal leads, qualify them on motivation, timeline and pre-approval, and book appointments for the agents. Then you keep calling the ones who said "maybe next year."

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  • Hot leads

    Today's new leads are at the top of today's list.

    Leads from a CSV, your GoHighLevel account or an open-house QR code land in a New Lead stage with a call due the same day. The lead who came in over lunch gets a call this afternoon.

  • Nurture

    The "call me in the spring" lead gets called in the spring.

    Move a lead to Nurture and Booked55 books a touch every one to three weeks, spread out so Monday doesn't have 40 calls on it. Anything you haven't worked turns red, so nobody sits for six months because they scrolled off the bottom of a spreadsheet.

  • Emails

    Your drip keeps emailing while you're dialing.

    Put long-term leads on a drip sequence that stops as soon as they reply, with steps you write alongside the AI. You'll see who replied and who clicked the listing link, and those are your first dials tomorrow.

Buyer's Agent (OSA)

Outside sales agent, showing agent

You're the one in the car with the buyers.

The ISA books the appointment. You meet the buyers, tour homes with them, and follow up after every showing until they're under contract or they go quiet.

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  • After the showing

    Every showing ends with a next step.

    Moving a card to Showing puts the showing on your task list. Log it from the car on the mobile app ("loved the yard, hated the kitchen") and set the next call before you pull out.

  • Previous buyers

    Buyers who lost out stay on your list.

    Lost in multiple offers, or paused until next year? They go to a Paused stage with a check-in every few weeks. Tag them by area and price range, and when the right listing comes up you'll know who to send it to.

  • Emails

    Send the listing while they're still thinking about the last one.

    Pick the buyers tagged for that neighborhood, have the AI write the email, and send it from your own inbox. Replies come back marked positive, neutral or negative.

Listing Agent

Listing specialist, seller's agent

Half your job is sellers who aren't selling yet.

You chase homeowners who might sell, run listing appointments, and keep sellers in the loop while the house is on the market.

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  • Future sellers

    "Maybe next spring" goes on the calendar for next spring.

    Expireds, FSBOs, your sphere, the neighbors who came through your open house: put them in a Future Sellers pipeline with a check-in every month or two.

  • Active listings

    Your sellers hear from you every week.

    A weekly task on each active listing reminds you to send the update: showings, feedback, what sold nearby. Sellers who get a Friday update rarely call you on Saturday asking for one.

  • Emails

    Just listed and just sold go out in minutes.

    Send one to your whole sphere or to a single neighborhood. The AI writes the draft, links are click-tracked, and each reply is marked positive, neutral or negative.

Showing Assistant

Showing partner, buyer's assistant

Did they like the kitchen? Your agent should know by tonight.

You show homes for a busy agent, walk buyers through, and handle the quick follow-up afterwards.

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  • After the showing

    Buyer feedback goes on the contact.

    Write what the buyers said from your phone, right after the showing. Your agent reads it on the contact the same day and knows where things stand before they call.

  • Hot leads

    Hot buyers get flagged before your agent's day ends.

    Move the buyer who wants a second look to Hot and assign the card to your agent. A follow-up task shows up on their list for today.

  • Emails

    Thank-you emails, minus the blank page.

    Pick a template, let the AI fill in the homes you showed, and send it from your own email.

Transaction Coordinator

TC, closing coordinator

Accepted offer to closing day, with every date on a list.

Once an offer is accepted, you keep the buyers, sellers, lawyers or title, and the lender on track until closing. The job is making sure nobody misses a date.

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  • Deadlines

    Every condition date is a task.

    Give each file a task for the deposit, financing, inspection and closing. Your daily list shows what's due today across all your files, and the pipeline board shows what's conditional, what's firm and what closes this week.

  • Everyone on the file

    The lawyer, the lender and the co-op agent are on the file.

    Add them as contacts on the same company or tag. Connect your inbox and their emails attach to their contact, so the last thing the lender said is one click away.

  • After closing

    Closed files go to client care.

    Set the Closed stage to move files into the Past Clients pipeline a few days after closing. Your client care coordinator picks them up there, with the closing date and your notes still attached.

Client Care Coordinator

Real estate assistant, SOI / sphere manager

Past clients are where the team's next listings come from, and you're the one keeping in touch.

Closing gifts, anniversary check-ins, review requests, referral asks. A lot of the team's repeat business starts on your list.

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  • Past clients

    No past client goes a year without hearing from you.

    Every closed client sits in a Past Clients stage that sets up a check-in every three months, with the home anniversary as its own task. Anyone who's been left alone too long turns red.

  • Reviews and referrals

    Review and referral asks go out on schedule.

    A task two weeks after closing to ask for the review, and another at six months to ask who else is thinking of moving. Record the source on every new lead and you'll see which past clients keep sending people.

  • Emails

    The monthly market update, drafted for you.

    Run a newsletter to the whole sphere, or a campaign to one neighborhood. The AI drafts it, and you'll see who clicked and who replied.

Mortgage Agent

Mortgage broker; loan officer in the US

Pre-approved buyers can take months to find a house, and they can walk into their bank at any point.

You work the same buyers the agents do. Most of your follow-up goes to people who are pre-approved and still looking, and to the realtors who send you deals.

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  • Pre-approved buyers

    Pre-approved buyers hear from you before the rate hold runs out.

    Put them in their own stage with a check-in every two weeks and a task a week before the hold expires. That way nobody goes quiet for three months and then closes with their bank.

  • Realtor partners

    The realtors who refer you get a call every month.

    Keep your referral partners in their own pipeline. Track which ones actually send deals, and put a monthly coffee or call on the calendar for those.

  • Emails

    Rate updates go to the people waiting on them.

    Send a rate update to every buyer who's pre-approved but hasn't bought, from your own email. The AI helps write it, and replies land on each contact.

New Home Sales

Builder sales rep, sales center consultant

Every walk-in and registrant gets a follow-up, including the ones you've forgotten.

You work a builder's sales center, following up with walk-ins and registrants for a new community, often for months before anyone buys.

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  • Registrants

    Registrants are in the CRM before they leave the sales center.

    Put your QR code on the desk. Visitors type their own details on their phone and land in Booked55, attached to the event you set up for that launch.

  • Hot leads

    Walk-ins who asked about a lot get a call back.

    Serious buyers go to Hot with a call every few days. Everyone else goes to Nurture with a touch every few weeks until the next phase release.

  • Emails

    Phase releases reach every registrant.

    Email everyone registered for a community about a new release or incentive in one send. The AI writes the draft, and replies come back marked positive, neutral or negative.

The Problem

Why Real Estate Teams struggle with client relationships

Kanban-style pipeline board showing deal stages
1

The lead went cold during your showing

A portal lead came in at 2 p.m. while you were showing. You called back at 8. By then they'd booked a tour with the agent who called in five minutes, and buyers mostly stick with the first agent who gets back to them.

Contact detail page with activity history
2

Past clients forget your name

You sold them a house three years ago, and now they're listing with the agent who door-knocked last month. They liked you fine. You just stopped calling. In NAR's 2025 survey, two-thirds of sellers picked an agent they were referred to or had used before.

Activity tracking list with tasks and follow-ups
3

The sign-in sheet is still in your car

Fourteen names from Saturday's open house, half of them hard to read. You'll type them up this week, probably. The neighbors who came to see what the place was worth are on that sheet too.

Your Pipeline

A pipeline built for how real estate teams actually sell

Drag deals between stages that match your workflow. Not generic sales jargon.

Pipeline BoardLive
New Lead
1

Acme Corp

$42k

3d ago

Riverstone LLC

$18k

5d ago

Appointment Set
2

Riverstone LLC

$18k

5d ago

Northgate Partners

$67k

2d ago

Showing
3

Northgate Partners

$67k

2d ago

Summit Group

$31k

7d ago

Under Contract
0
Closed
0
Past Client
0
What Sets Us Apart

You Focus on People. We Handle the Rest.

An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.

AI AssistantMCP connected

Which clients need follow-up this week?

3 relationships are going quiet:

  • Dana W. — proposal sent 12 days ago, no reply
  • Hallmark Realty — renewal stage, last touch 3 weeks
  • Marcus T. — referred you twice, no thank-you yet

Works in ChatGPT, Claude & Perplexity via MCP

1

Ask your CRM anything. It answers, then acts.

The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.

Kanban-style pipeline board with contacts in Discover, Presentation, and Negotiation stages
2

Know where every relationship stands

Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.

Contact detail page showing activity history, pipeline stage, events, and relationship goal
3

Every contact, enriched before you ask

Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.

iOS & Android

Your CRM, In Your Pocket

Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.

Contact detail with activity

Contact Detail

Events list on mobile

Events

Download on App StoreGet on Google Play
Your Language

Booked55 speaks your language

We built this around the terms you already use. Not generic CRM jargon you have to translate.

Speed to Lead
Sphere of Influence
Past Clients
Buyer Consult
Listing Appointment
Under Contract
Conditions & Contingencies
Open House Sign-Ins
Pre-Approval
Referrals
What Our Users Say

Client Stories

Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.

Christian Saab, Business Owner

Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.

Switching from another CRM? Compare Booked55: The follow-up gap: where realtors lose most of their deals

Got Questions?

Frequently Asked Questions

Stop Losing Track of the People Who Matter Most

Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.

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Booked55 mobile app showing a contact's activity and pipeline stage

Your CRM, in your pocket

Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.

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