Contacts, calls, email and your website in one real estate CRM.
Jan, the assistant built into Uplevel, works for you. It points out what needs your attention, and when you ask, it follows up with a client, builds an automation or catches you up on a deal.
Seven separate tools become one client record.
Most agents pay for a CRM, a dialer, an email tool and a website, then copy the same client between them. In Uplevel they share one record per client. A call, an email and a website visit all land in the same place.
- Instead of A CRM
Every client, deal and conversation on one record.
- Instead of A dialer and a texting app
Calls, call lists and texts from your business number, logged as they happen.
- Instead of An email marketing tool
Broadcasts and scheduled emails sent to lists that keep themselves current.
- Instead of A website with an IDX plugin
Listing search on your own domain, with every inquiry landing on a contact.
- Instead of Transaction checklists
Transactions
Buyer and seller checklists dated from inspection, appraisal and closing.
- Instead of A social media scheduler
One post written for your Facebook, Instagram and YouTube accounts. Posting opens once our app approvals come through.
- Instead of A booking link
Booking pages that check your Google calendar before offering a time.
Everything in Uplevel, by the job it does.
One plan includes all of it except calling. Every feature reads and writes the same client records, and Jan works across them.
Run your business
- Contacts & CRMSmart lists, households, lead scores and a timeline for every client
- Deals & pipelinesBuyer, listing and referral pipelines, started from a template
- TransactionsClosing checklists that follow inspection, appraisal and closing dates
- Dashboard & scorecardA dashboard you arrange, and a weekly scorecard from calls to closings
- Switching to UplevelImport from a CSV or Follow Up Boss, and undo an import if you need to
Communicate
- Inbox & Team InboxesEmail, texts and calls in one thread per person, shared with your team
- Calls & textingCall from the browser, work a call list and text from your business number
- Calendar & bookingGoogle Calendar sync, and booking pages that check it
- Text broadcastsBulk texts with carrier registration, consent and opt-outs tracked
Grow
- Email marketingBroadcasts, emails on a calendar and a report on what got delivered
- Social publishingOne post for Facebook, Instagram and YouTube, opening once our app approvals come through
- Listing marketingPromote a listing at every stage and share a live report with the seller
- Websites & IDXAn agent website with listing search on your own domain
- Landing pagesA page for each campaign, ending in a form, live the moment you publish
- Lead capture & routingForms, popups and lead emails, routed by source or round robin
- MLS & listingsListings from your MLS in your search, your website and buyer alerts
Work with AI
- Ask JanAn assistant that answers, drafts and does the work across Uplevel
- AutomationsFollow-up you draw once and test on a sample contact before it runs
- Brand & AI writingA brand kit drafted from your website, so every draft sounds like you
- Claude, ChatGPT & MCPConnect an AI client and work in Uplevel from there
Hand the busywork to Jan.
Jan is built into Uplevel and works from your own clients, conversations and listings. It speaks up when something needs you, and it does the work when you ask. Sensitive actions, like sending a message or deleting a record, wait for you to confirm.
Before you ask
Cards on your dashboard, each with a way to act on it.
- New inquiries on your listings
- Closings coming up
- Buyers with new listing matches
- Automations that failed
When you ask
Type or dictate. Jan uses the same tools you do.
- “Text every new website lead within a minute, then remind me to call.”
- Builds the automation and runs it on a sample contact for you to check.
- “Draft a market update for my past clients.”
- Writes the email in your brand voice and leaves it for you to review.
- “Make the headline on my homepage shorter.”
- Edits the page in the page builder.
- “Catch me up on Jane Smith.”
- Summarizes her calls, emails, texts and the listings she viewed.
Prefer Claude or ChatGPT? Connect Uplevel to them as an MCP server and do the same work from there. Anything high-impact still waits for your approval in Uplevel.
Use all of it free while Early Access is open.
We’re working closely with a small group of agents, teams and brokerages before the wider launch. Calling and texting are included.
Get early access- Price
- Free for as long as the program runs
- Card
- None, to apply or to use it
- Included
- 2 phone numbers, 1 domain, 1,000 texts and 500 call minutes a month
- Afterward
- 50% off your first paid year
Answer every new lead, even mid-showing.
Here is what Uplevel does with a new lead while you’re with a client, in the order it happens.
A buyer fills in a form on your website
Uplevel creates her contact and records the listings she views on your site.
Lead routing assigns her
Rules match on where the lead came from, then assign one agent, the next agent in a round robin, or a shared pond.
Your automation answers
A text goes out from your business number, in your words.
Follow-up continues until she replies
Waits, branches and tasks keep it going, and listing alerts send her new matches.
Built to keep client data safe.
Passkeys, two-factor and SSO
Single sign-on and SCIM for brokerages.
Encrypted, with locked backups
Nightly copies can’t be deleted for 29 days.
Hosted in the United States
By a US company, in Washington.
Never used to train AI
Your client data stays your client data.
Fair questions.
Something else on your mind? Ask us.
Do I need to connect my MLS?
No. Connect your MLS whenever you're ready. Contacts, email, calls, texting, your website and automations all work without it. NWMLS is live today, and you can request your market from your MLS settings. Use your own MLS license at no charge, or have us manage it for $35 a month per market.
Can I switch from the CRM I use now?
Yes. Import contacts from a CSV and preview how each column maps before anything is saved, or bring contacts, tags and deals straight from Follow Up Boss. If an import goes wrong, you can undo it. You can also port the phone number your clients already know.
How much does Uplevel cost?
One plan at $49 per user a month, or $490 a year, with every feature except calling. Calls & texting is an add-on at $39 a month per account, with 500 minutes included.
Who owns my data?
You do. Export your contacts, deals, tasks, activities and smart lists as CSV files whenever you like. We don’t sell your data or use it to train AI models, and your workspace is hosted in the United States.
What’s the difference between Early Access and the free trial?
Early Access is free for as long as the program runs, with no card, and 50% off your first paid year afterward. You apply, and accepted applicants get an invitation. The 14-day trial starts today, with no card and no application.