Your inbox knows who has waited longest.
Texts, missed calls and voicemails come into one list, each marked with how long it has been waiting. Share it with your team and anyone can pick up the thread.
How the inbox works
The real estate CRM that follows up for you.
Every call, text, email and website visit lands on one client record. Jan, the assistant built into Uplevel, tells you who needs you today and does the follow-up when you ask.
Free while Early Access is open. No card to apply.
Stop paying for seven tools that don’t talk to each other.
A CRM here, a dialer there, an email tool, and a website with an IDX plugin bolted on. You pay for each one and retype the same client into all of them. Uplevel is one subscription, one login and one record per client.
- 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, and every inquiry becomes a contact.
- Instead of Transaction checklists
Transactions
Buyer and seller checklists dated from inspection, appraisal and closing.
- Instead of A social media scheduler
Write one post for Facebook, Instagram and YouTube. Posting is coming soon.
- Instead of A booking link
Booking pages that check your Google calendar before offering a time.
Hang up. The notes are already written.
When a call ends you get a summary of what was agreed and the follow-ups it implies. Tick the ones you want and they become tasks and appointments.
Calls & texting
See who opened, who clicked, and who to call next.
Every broadcast reports delivered, opened and clicked, person by person. The people who clicked your market update are your call list for the afternoon.
Email marketing
All of it, on one plan.
Calling and texting are included. Your MLS feed is the one add-on, and you can start without it.
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 publishingWrite one post for Facebook, Instagram and YouTube (coming soon)
- Listing marketingPromote a listing at every stage and share a live report with the seller
- Websites & IDXAn agent website with IDX home search on your own domain
- Landing pagesA page for every campaign, with a form that turns visitors into leads
- 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
- AutomationsBuild your follow-up once, and test it on a sample contact before it goes live
- 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 already knows your clients, your conversations and your listings, because it lives where they do. It flags what needs you before you ask, and does the work when you tell it to. Anything that sends a message or deletes a record waits for your OK.
Before you ask
The dashboard opens on what needs you, with a button to deal with each one.
- 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 and do the same work from there. Anything that sends or deletes still waits for your OK in Uplevel.
Use all of it free while Early Access is open.
You run your business on Uplevel now, and whatever you tell us is broken or missing goes straight to the people building it. Applying takes about two minutes.
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.
While you’re with a client, here’s what happens to a new lead.
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.
Live in 5 MLS markets, with more on the way.
MLS is optional, so you can start today. Find your market on the map, and if it isn’t live yet, we’ll email you the day it is.
Find your MLS- Live
- Coming soon
Your clients’ data stays safe, and stays yours.
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
We’re a US company based in Washington.
Never used to train AI
We don’t sell your data or train models on it.
Questions agents ask us.
Something else on your mind? Ask us, and a person replies within a business day.
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. We’re adding MLS markets now: our MLS coverage page shows which are live, and you can request yours from Settings → MLS or by asking Jan. MLS is $89 a month for the workspace, plus your market’s own fee, charged at cost.
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. Calling and texting are included: each user brings 500 minutes, 100 texts and a number a month. MLS is $89 a month for the workspace, plus your market’s fee.
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.