Real estate CRM for contacts, follow-up, and deals

Pickets Ai connects contact records, conversations, tasks, and the deal pipeline in one real estate CRM. Agents and teams can move from a new website inquiry to the next call or appointment without rebuilding the client history in another tool.

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A contact record with the conversation attached

Names and phone numbers are only part of a useful CRM. The next agent working with a lead also needs the source, earlier conversations, preferences, notes, and next task. Pickets Ai keeps that context with the contact so a handoff starts with the work already done.

Contacts, tags, notes, and activity history
Calls and texts attached to the contact record
CSV contact imports for an existing database

Follow-up with a clear next action

A list of leads needs a working follow-up process. Use tasks and smart lists to organize daily outreach, then use the connected dialer and texting tools to continue the conversation. Smart plans support repeatable follow-up while the contact record retains the activity.

Tasks and smart lists for daily follow-up
Smart plans for repeatable outreach workflows
Lead routing and team visibility

From active lead to transaction

The pipeline shows where deals stand while transaction tools keep parties, deadlines, documents, and tasks together. Built-in e-signature and buyer and seller tools carry the relationship beyond the first appointment. The native iPhone and iPad app keeps core CRM work available between appointments.

Deal stages and pipeline visibility
Transaction tasks, deadlines, and e-signature
Web, iPhone, and iPad access

From setup to daily work

1
Bring in the contacts
Import a CSV or capture a new website inquiry, then review the contact details and lead source.
2
Set the next action
Add a task, organize the lead with tags, and call or text from the connected workspace.
3
Track the opportunity
Move the deal through its stages and keep the transaction tasks and documents connected.

Common questions

What is a real estate CRM?

A real estate CRM organizes leads, clients, conversations, and follow-up around the sales process. Pickets Ai combines those records with a website, calling, texting, marketing, and transaction tools.

Can existing contacts be imported?

Yes. Pickets Ai supports CSV contact imports. Review the column mapping and imported records during setup so names, phone numbers, and other contact details land in the intended fields.

Does the CRM include a dialer and texting?

Yes. Calling and SMS are connected to contact records. Included minutes and messages depend on the plan; the pricing page and Fair Use & Overage Policy explain the allowances and additional usage.

Is there a CRM app for iPhone and iPad?

Yes. Pickets Ai has a native iPhone and iPad app for contacts, tasks, calling, and pipeline work, alongside the web workspace.

Plans and included usage Fair Use & Overage Policy Contact the team