– Solutions
Built for businesses where follow-up drives revenue.
The platform is organized around the customer, not isolated features, so every activity strengthens the same relationship record.
Live
Real estate is available today
5
More industries in development
3
Ways to cover follow-up: team, Sage AI, BDR
1
Timeline for calls, texts, emails and appointments
Real estate is live. The rest are on the way.
Real estate is our first specialized solution and is available today. The industries beside it run on the same connected record, with different stages, signals and next steps.
CRM and AI follow-up for real estate professionals.
Manage buyers, sellers, referrals, properties, appointments, tours, opportunities, contracts, follow-up, open houses, sign maps and field activity.
- Summarize calls, messages and account history
- Prepare follow-up emails and text messages
- Recommend possible next steps and surface risk
- Support inquiries, scheduling and intelligent handoffs
TRACKED
New leads
TRACKED
Avg. response
TRACKED
Untouched
New inquiry
Website, referral, open house, portal
Fast response
Call, SMS, email, Sage assistance
Opportunity
Buyer, seller, listing, transaction
Field action
Tour, signs, routes, appointments
From the record to the street, and back again.
Real estate is our first specialized solution and is available today. The industries beside it run on the same connected record, with different stages, signals and next steps.
Signal arrives
A form, a call, a text, a referral or a stage change lands on the account.
Attention scored
Inactivity, overdue tasks and missing next steps surface automatically.
Owner assigned
Routed to a user, department, workflow or a CallNest BDR.
Action taken
Call, text, email, scheduler or note -- from inside the same record.
Outcome recorded
The history stays intact, and the next step is set before it closes.
Your team
One place for history, communication, tasks and ownership.
Sage AI
Summaries, drafted follow-up, inbound support and next-step guidance.
CallNest BDR Services
Trained people working your leads inside your CRM.
Stop discovering lost opportunities after it is too late.
CallNest gives managers a clear view of where follow-up is slowing down, with configurable inactivity indicators and color-coordinated opportunity health based on recent activity.
Opportunity health
On track
Contacted recently, with a next step scheduled.
Needs attention
Past your inactivity threshold, or the task is overdue.
At risk
No recent activity and no next step on the record.
Inactivity thresholds are configurable per department, so the point at which an opportunity changes color is yours to set.
Three ways to cover the follow-up.
Use CallNest with your existing team, activate Sage AI, add CallNest BDR support, or combine all three. The customer record stays connected either way.