What is the best app to manage real-estate leads and deals?
The best lead-and-deal system for an agent or small brokerage is one you own outright. Taskade Genesis builds your lead-capture pages, deal-pipeline CRM, and automated follow-ups from a single prompt — a live app you own and control, flat pricing (custom domains on Business plans), and lead pages and client portals that serve unlimited visitors and clients at no extra cost.
TL;DR: Keep your IDX website. Taskade Genesis builds the lead funnel and deal CRM around it — capture, nurture, and close, all in one app you own. Build yours free →
Try a live real-estate app
This is a real Real Estate Landing Page built from one prompt — lead capture and listing highlights already wired. Open it, then clone it to your workspace:
What can I build for a real-estate business?
- Lead-capture pages — branded landing pages that drop new leads straight into your pipeline
- Deal CRM — every buyer, seller, and listing in one board across Taskade's 9 views, from first contact to close
- Automated nurture — AI agents that answer inquiries instantly and automations that follow up on a schedule
- Client portals — a private page where buyers track their transaction milestones
- Showing and open-house scheduling — a shared calendar your whole team sees
Can I keep my IDX website?
Yes — keep it. Your IDX site is great at showing listings; Taskade Genesis owns everything after the click: the lead funnel, the CRM, and the follow-up. Connect them through 100+ integrations so a lead from your IDX site lands in your pipeline automatically.
What can I automate in real estate?
Automations handle the follow-up that wins deals: instantly reply to a new inquiry, schedule showings, send transaction updates, and nudge cold leads back to life. Taskade's bidirectional automations connect your forms, calendar, and email so nothing slips.
How much does real-estate software from Taskade cost?
Flat pricing: Free to start, Pro is $10/mo billed annually (up to 10 seats), and Business at $25/mo adds unlimited team seats for your whole brokerage. And every lead page or client portal you publish serves unlimited visitors for free — leads and buyers never count against your plan. Start free and build your first app on us.
🚀 Get started
- Build a real-estate app now → — open Genesis with one click
- Browse live business apps — clone a CRM or lead page
- AI App Builder — full Genesis capabilities
- AI Agents and Automations — the follow-up engine
Lead Capture Is the Easy Half. Under Contract Is Where Deals Die.
Every real-estate tool sells the top of the funnel, and the top of the funnel is the part agents are already good at. The expensive failures happen after the offer is accepted: an inspection contingency that lapsed, an earnest-money deposit nobody confirmed, a lender who went quiet for nine days, a buyer who called three times because nobody told them what happens next. Those are checklist-and-reminder problems, which makes them the most automatable work in the business.
The prompt that builds a transaction milestone tracker
Build a transaction tracker for a real estate team. Each deal has:
property address, client, side (buyer or seller), contract date,
closing date, lender, title company, and a milestone checklist —
earnest money received, inspection scheduled, inspection contingency
deadline, appraisal ordered, appraisal received, loan commitment,
final walkthrough, closing. Auto-calculate each deadline from the
contract date. Remind the agent 3 days before any milestone and
alert me the same day if one passes unmet. Publish a client-facing
page showing the next three milestones and their dates.
Back comes a Transactions project readable as a board, a calendar, or a table, with every contingency date computed from the contract date, a reminder before each one and an alert when one slips, plus a client page that answers "what happens next" without a phone call. A missed contingency deadline is the one mistake in this business that is both entirely preventable and genuinely expensive.
Four More Builds Agents Actually Use
An open-house sign-in that captures a real lead. A tablet or phone page visitors fill in themselves, feeding straight into your pipeline with the property, the source, and an automatic follow-up the same evening — while they still remember the house.
A showing feedback loop. An automated request to the showing agent within two hours, with structured answers on price, condition, and objections, plus an agent that summarizes the pattern across ten showings into something you can actually say to a seller about their price.
A sphere-of-influence touch plan. Past clients and referral sources with a last-contact date and an automatic surfacing of anyone who has gone quiet past your threshold. Repeat and referral business is a cadence problem, not a talent problem.
A listing prep checklist. Photos, staging, disclosures, sign install, and the pre-list walkthrough, generated fresh per listing with real dates rather than copied from the last one.
Where Taskade Genesis Fits in an Agent Stack
| The job | Keep what you have | Build it in Taskade |
|---|---|---|
| MLS data and IDX listing search | ✅ Your MLS and IDX site | — |
| E-signature and the transaction file of record | ✅ Your brokerage's required systems | — |
| Lead capture pages and open-house sign-in | — | ✅ Build it |
| Transaction milestones and contingency deadlines | — | ✅ Build it |
| Showing feedback and seller reporting | — | ✅ Build it |
| Sphere-of-influence cadence and nurture | — | ✅ Build it |
Common Questions From Agents and Brokerages
Is this an MLS or IDX replacement?
No. Your MLS is the data source and your IDX site is the search experience, and both should stay. Taskade owns what happens after the click and after the contract — capture, pipeline, milestones, feedback, and client communication — and connects to what you keep through 100+ integrations.
Do I need my broker's approval to use it?
Check your brokerage's technology and record-retention policy before moving any transaction record, because brokerages differ and some require specific systems of record. A common approach is to keep the required file where compliance demands and use Taskade for the operational layer — reminders, checklists, and client-facing status.
Can my clients see their transaction status without an account?
Yes. Publish a client page and send the link — a buyer or seller opens it without an account and without consuming a seat on your plan. The "what happens next" page removes most of the status calls that interrupt a showing.
Will my agents only see their own deals?
Inside the workspace, tiered role-based access governs who can view, edit, or export, and private folders separate books of business. For anything client-facing, publish one app per transaction so a link exposes exactly one deal.
Can it follow up on a new lead within minutes?
Yes. That is exactly what a webhook or form trigger is for: a new inquiry can fire an instant acknowledgment, notify you, and enter a nurture sequence in one automation. Webhook triggers are available from Pro. Speed to first response is the most reliably measurable edge in lead conversion.
Can I run an open-house sign-in on a tablet?
Yes. A published sign-in page opens in any browser on a tablet or phone, no install required, and each entry lands in your pipeline tagged with the property and the source so the evening follow-up can be automatic.
Can I put a lead page on my own domain?
Yes, on Business plans and above — custom domains, app colors, and app SEO visibility are Business capabilities. That matters for a lead page, where a branded URL measurably affects whether people fill the form in.
Does it replace my CRM?
It can be your CRM, or it can sit alongside one. If you already like your CRM, keep it and connect it, and build the pieces it does not do — milestone tracking, showing feedback, client-facing status. If your CRM is really a spreadsheet with a subscription, replacing it is the cheaper path.
What does it cost per agent?
Pricing is flat per plan, not per agent: Free to start, Pro at $10/mo billed annually, and Business at $25/mo billed annually with unlimited team seats for a brokerage. Clients and leads use published links and never consume a seat. See pricing.
Can I start from something that already runs?
Yes. The community gallery has live real-estate CRMs, lead pages, and transaction boards you can clone and edit. Related reading: building an AI real-estate app, a real-estate CRM, a speed-to-lead text-back system, and a free Follow Up Boss alternative.