Uplevel

About Uplevel, the real estate CRM you can hand work to.

Uplevel is made by Uplevel Technologies, Inc., a US company in Washington State. We build one product for agents, teams and brokerages, with Jan, an assistant that does the work you’d otherwise click through.

Uplevel at a glance

Company
Uplevel Technologies, Inc.
Based in
Washington State, United States
What we make
Uplevel, the real estate CRM with Jan
For
Agents, teams and brokerages in the US

Why Uplevel exists.

Agents work between calls, showings and messages. Many run their business across a separate CRM, email tool, dialer, marketing suite and website builder. Uplevel puts that work in one place.

Then we judge every feature by one question: can you hand it to Jan? You ask, Jan does the work, and anything that matters waits for you to say yes. We call Jan the agent’s agent.

What we’re building toward, and what works today.

Every part of Uplevel is heading toward these five things. None of them is finished. Each row says what you can use today and where to see it for yourself.

Not everything in Uplevel can be asked of Jan yet. Some things, like deleting in bulk, it will never do.

  1. Anything you can do in Uplevel, you can ask Jan to do.

    Today

    Jan works with your contacts, deals, tasks, lists, broadcasts, Programs, automations, websites and calendar. Claude, ChatGPT and other AI clients can use Uplevel too.

    Ask JanMCP & API

  2. Jan speaks up before you ask.

    Today

    Cards on your dashboard point out listing inquiries to follow up, closings coming up and automation runs that failed. Turn on the weekly briefing and your week arrives on Monday.

    Dashboard & scorecard

  3. Screens are for checking the work, not doing it.

    Today

    Test an automation on a sample contact and see every step before anything sends. AI messages in an automation can wait for your review.

    Automations

  4. You can see what was done for you, and undo it where you can.

    Today

    Anything Jan does that reaches a client, goes public or can’t be taken back waits on a card until you say so. Sign-ins, support access and exports stay in your security activity for 400 days, and an import can be undone.

    SecuritySwitching

  5. Jan knows your business.

    Today

    Your brand kit gives Jan your voice, writing rules, market areas and license line, so what it writes sounds like you. Jan can draft your brand from your website.

    Ask Jan

Works todayNot there yet

Your clients’ data stays yours.

Your workspace data is stored in the United States and encrypted at rest. We don’t sell it, and we don’t use it to train AI. Export it whenever you like.

We’re working through CASA Tier 2, Google’s security assessment for apps that read Gmail. The companies that process data for us are named on our sub-processors page.

SecurityData sovereigntySub-processors

Work with us during Early Access.

We’re working closely with a small group of agents, teams and brokerages before the wider launch. Feedback you send from inside Uplevel goes straight to the people building it.

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

Talk to us.

Write to hello@uplevelre.com about anything. For the rest, here is where to go.

A question about Uplevel
hello@uplevelre.com
A person replies within one business day.
Help with your workspace
Support
Use the form, or ask from your dashboard if you’re a customer.
A security issue
Vulnerability disclosure
What is in scope, and how we respond.
Referring agents to us
Affiliate program
A commission on every user of the plans you refer.

See what you can hand to Jan.

Apply for early access, bring your contacts and your number, and tell us what to build next.