BUYER & SELLER OPTIMIZED CRM

A CRM that knows buyers from sellers.

Mark any contact as a buyer, seller, or both. Track buyer preferences and showing feedback, seller goals, and every offer.

Real estate agent managing buyer and seller clients
SELLERS
Listing prep
24 Maple Ridge
Active
9 Cedar Hollow
Under contract
7 Linden Park
BUYERS
Searching
R. Patel
Touring
The Nguyens
Offer out
J. & M. Okafor
HOW IT WORKS

Three steps. A few minutes.

  1. 01

    Tag every contact

    Buyer, seller, or both. Add sphere, past client, or general interest so no relationship slips.

  2. 02

    Capture what matters

    Buyer preferences and feedback on every home. Seller goals and every offer that comes in.

  3. 03

    Close and stay in touch

    Closed clients roll into your sphere with anniversary and referral reminders.

Buyers and sellers, fully in context.

Preferences, showings, and feedback for buyers. Goals and every offer for sellers. All on one contact.

  • ✓Buyer, seller, or both on a single contact
  • ✓Every property shared and shown, with feedback
  • ✓Offers tracked as approved, rejected, or countered
JO
J. & M. Okafor
Up to $640K · 4 bd · Linden schools · Pre-approved
BUYERSPHERE
PROPERTIES SHARED & SHOWN
1184 Alder Ln · Shown Sep 28LOVED"Kitchen and yard. Offer drafted."
52 Wren Ct · Shown Sep 28MAYBE"Great layout, busy street."
310 Birch Ave · Shared Sep 25RULED OUT"No fourth bedroom."
DA
D. Alvarez · 9 Cedar Hollow
Goal: net $560K · close by Dec 15 · leaseback 30 days
SELLERBUYER
OFFERS
Harper · $598,000 · conventional · 30 daysCOUNTERED
Lee · $585,000 · FHA · 45 daysREJECTED
Morales · $604,000 · cash · 21 daysAPPROVED
WHAT'S INCLUDED

Everything in the Buyer & Seller CRM

Contact types

Buyer, seller, or both, plus sphere, past client, and general interest tags.

Buyer preferences

Budget, areas, must-haves, deal breakers, and pre-approval in one record.

Property log

Every home shared and shown, with dates, in one running timeline.

Client feedback

Capture what your buyer loved or ruled out after every showing.

Seller goals

Target price, net goal, timeline, and the terms that matter most.

Offer tracking

Every offer received, marked approved, rejected, or countered, with its terms.

Buyer & Seller CRM FAQ

Do I have to move my contacts?

No. Start fresh or import a CSV whenever you are ready. RELite AI works alongside the tools you already use.

Does it work on my phone?

Yes. The CRM is mobile-first, so you can update a deal between showings.

How does it work for teams?

Small Team plans share one pipeline across up to 3 seats. Growth Team adds round-robin lead routing and admin visibility for up to 10 seats.

Can a contact be both a buyer and a seller?

Yes. Mark a contact as buyer, seller, or both. Their preferences, property log, seller goals, and offers all live on one record.

More from your copilot

AI LISTING ASSISTANTPrice it right. List it in minutes.Learn more → AI OFFER STRATEGISTWrite the offer that wins.Learn more → AI BOOKKEEPINGEvery receipt, on the right Schedule C line.Learn more →

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