Explore CRM
$299.99 once or $49.99 / month
In development · Not yet available for purchase
A straightforward CRM with three customizable lead categories, guided spreadsheet imports, personal follow-up reminders and customer message drafts.
Who it is for
Independent business owners, property managers and real estate professionals who want a simple way to organize leads by business line.
The problem it solves
General spreadsheets make it easy to lose track of who needs a call, which opportunity is progressing and what happens next.
Why choose it
Stay organized without brokerage-only workflows or a complicated enterprise CRM subscription.
What you get
- Up to three named lead categories in one personal workspace
- Create, edit, search and manage leads with six clear stages
- Preview Excel .xlsx workbooks (with worksheet selection), CSV, TSV and vCard lead exports, map fields and sort records before importing
- Check individual leads, select the first half or filtered rows, and assign batches to any of your three lead categories
- Review duplicate or invalid rows and add approved contacts without overwriting existing records
- Store basic contact details, what the customer is interested in, property or company, notes and lead source
- Track follow-up dates, plus configurable daily email and SMS reminder preferences (delivery requires approved providers and active scheduler)
- Prepare personalized, editable email and SMS follow-up drafts without AI usage
- Optional, capped Smart Messaging AI rewrite capability (disabled pending cost approval)
- Export CSV, TSV or vCard for individual categories, or Excel .xlsx for one category or all categories in separate worksheets (up to 500 contacts per workbook while in preview)
- Private cloud storage tied to your own Explore account
Controlled preview; not for sale yet. No live checkout, automatic customer-directed message delivery, Do Not Call verification, MLS sync, or brokerage CRM transfer. Reminder delivery is inactive until providers, phone verification and scheduled processing are configured. The one-time and monthly options are proposed pricing, not active checkout plans.