Uplevel for Solo Agents
Follow up like a team of five. Without hiring one.
You’re the agent, the marketer, the assistant, and the office. Uplevel hands the busywork to automations and Jan — so every lead hears back in seconds, even when you’re mid-showing.
Speed you don’t have to be awake for.
Most buyers sign with the first agent who responds, and a solo agent can’t answer in five seconds from a listing appointment. Your automations can. Build the follow-up once — in your words, from your number — and it runs on every lead, every time.
- A welcome text in seconds, before the sign-up goes cold
- Listing alerts matched to each buyer’s saved search
- Nurture that hands off to you the moment a lead re-engages
An assistant who already knows everyone.
Jan reads your whole workspace — contacts, conversations, listings, tasks — so you don’t have to reconstruct a relationship from memory in the car. Ask for a catch-up before a call, get drafts for the check-ins you’ve been postponing, and approve before anything sends.
- Briefings on any client, ready before you dial
- Drafted replies and check-ins waiting for your thumbs-up
- Nothing reaches a client without your approval
A Tuesday, handled.
Not a demo script — just what the platform does around one solo agent’s ordinary day.
- 7:40 AM
Jan briefs your day
Over coffee: three buyers need a touch today, the Hendersons’ inspection is at noon, and two new listings match Sarah’s search. You know your day before you open your calendar.
- 11:52 AM
A lead signs up mid-showing
You’re walking a client through 412 Maple St when someone registers on your website. Your welcome text goes out in seconds, and the contact is created with every page she viewed. You never break stride.
- 2:15 PM
A call block between appointments
Twenty minutes, one call list: your sphere, queued up with context on screen. Every call logs itself — outcome, notes, and the follow-up task.
- 9:30 PM
The follow-up keeps working
Drips send, listing alerts match, and tomorrow’s tasks queue themselves. You close the laptop; the pipeline doesn’t.
One subscription instead of five.
A solo business usually runs on a CRM, an email tool, a dialer, a website builder, and now an AI subscription — five logins that don’t talk to each other. Uplevel is the whole stack on one database, in one plan. Calling is the only add-on.
What the duct-tape stack becomes
- CRM, deals & unified inboxPlan · $49/mo
- Ask Jan AI assistantPlan · included
- Visual automations & smart listsPlan · included
- Websites, listing alerts, bulk email & SMSPlan · included
- Business number, calling & textingCalls · +$39/mo
Everything on, just you
The entire stack — websites, marketing, phone, and AI included — costs less than their CRM and dialer alone.
Follow Up Boss total is their published Grow plan plus the calling add-on for one user (July 2026) and covers CRM and calling only. Uplevel usage bills monthly as you go, on monthly and yearly plans: texts at 2¢ each, call minutes past 500 at 3¢, bulk emails past 1,000 a month at $0.002, and $35 a month for each MLS market we manage. Pay yearly and get 2 months free.
Price out your exact setup on the pricing pageStarts solo. Stays yours when you grow.
The day you bring on a buyer’s agent or an assistant, you add a seat — not a new platform. Your contacts, automations, and history stay exactly where they are, each teammate is $49 a month like you, and roles decide what they can touch. And if you ever leave, everything exports.
- Add teammates without re-importing or rebuilding anything
- Roles and permissions when you need them, invisible until then
- Your data exports any time — no lock-in, no contracts
The features doing the work
Everything above is standard Uplevel — the same platform, seen from your side of the business. Here’s where each piece lives.
A different shape of business? Uplevel fits the other ones too.
Ready to uplevel?
Bring your contacts, your number, and your market. Leave the duct tape behind.