Real estate is won on speed to lead and depth of sphere. The agent who texts back in 3 minutes beats the one who calls at 9am next day. The agent who touches past clients 33 times a year gets the referrals. We build the system that does both automatically.
The CRM under this system is Relay, our own product, set up for real estate agents. You can sign up and switch it on yourself today, no call needed. Relay has a free plan with no card at signup; texting starts on a paid plan.
These aren't hypothetical. They're the exact gaps we see over and over when operators show us their day-to-day.
A lead lands at 9pm. You see it at 8am. They have already talked to three other agents. Speed to lead is the single strongest predictor of close rate, and most agents lose on this every night.
You closed their house in 2022. You sent a gift at closing. Then nothing for three years. They're getting monthly touchpoints from the agent down the street. When they refer a friend, guess which agent gets the call.
Saturday open house had 12 visitors. By Monday you have a list and intent to call. By Wednesday other work buried it. By next Saturday those 12 people are under contract with someone else.
One year after a buyer closed is prime time for a 'home value update' touch. It feels personal. It keeps you top-of-mind. Nobody remembers to do it manually; nobody.
Every system below is custom-configured to your team, not a generic template. If you already have parts of this, we integrate with what's working. The review automation runs on ReputeLift, our own software, so it is built and supported by us rather than resold, and it never filters who gets asked: that is Google's rule and the FTC's, not a preference.
A lead from your own site form or landing page gets an automatic text back within seconds, and your team gets a notification with the details already captured. The first agent to respond usually wins, and this is the half you control. Leads that arrive as an email from a portal still have to be worked by hand.
New buyer lead: 14-touch sequence over 8 weeks mixing property alerts, neighborhood updates, and mortgage education. New seller lead: market-update-focused track. Past clients: monthly value touch ('your home is now worth') on the closing anniversary.
Every sign-in at an open house triggers: that-night 'great to meet you' text + property details link, Monday 'any questions?' check-in, Friday market-snapshot value-add, plus adds them to the long-term nurture track.
Closing anniversary: 'home value' report + market update. Birthday: a non-salesy check-in. Purchase-anniversary 3-year mark: 'thinking about your next move?' conversational opener. 33 touches a year without thinking about it.
3 weeks post-closing: review request with the direct Google review link pre-loaded. 3 months post-closing: referral sequence with a 'who do you know?' open-ended prompt. Referral rate climbs because the ask happens.
New listing → photographer scheduled, staging confirmed, MLS entry deadline tracked, seller pre-launch walkthrough reminder, open-house promo scheduled. Your first-week-on-market looks tight because the sequence is tight.
Automation for a real estate business is scoped on a call with Martello Systems. That covers the CRM, missed-call text-back, instant lead response, segmented drip campaigns, open-house follow-up, and the team that builds and runs it. One extra closing a year more than covers the entire annual fee.
Book a 15-minute demoYour speed-to-lead drops to under 2 minutes automatically. Sphere engagement stops decaying; you get at least one touch to every past client every month without manually remembering. Open-house attendees stop going cold, because the follow-up actually runs instead of waiting for a spare evening. Referral count climbs because the ask happens at the right moment.
Agents who hate technology and want to do everything by phone call. The system doesn't replace relationships; it catches everything that would fall through while you're in the relationship. If you refuse to send a text ever, it won't help.
Relay has a free plan with no card at signup; texting starts on a paid plan. Prefer it built and run for you? A free 15-minute call covers what is leaking and what a system would cover.