Porchlight for real estate
We set up a real estate CRM your brokerage owns, move your clients over, and build the tools your agents use every week. For less than you pay in per-agent subscriptions.
“We pay for every agent, every month, for a CRM we use a tenth of.”
“Every December I lose a night copying addresses into a label template.”
“If we cancelled tomorrow, I honestly don't know if we'd get our client list back.”
Your client list is the business. We put it in a CRM you own, on a server in your name, and build the tools around it that your agents actually use. One predictable bill, no per-seat creep.
Subscription CRMs are easy to start and hard to leave. The bill grows with every agent you hire, and your client list sits on someone else's servers. There's another way.
We install Twenty, an open-source CRM, on your own server and shape it around how you work: households, properties, deals, showings, and the pipelines your agents check every morning. Your team signs in with their Microsoft work accounts, so there's no new password to remember.
From spreadsheets, Outlook contacts or your current CRM. We merge couples into households, tidy up addresses, and flag anything we can't place instead of quietly dropping it, so you know exactly what came across.
Small apps that do one job well, reading straight from your CRM: printable mailing labels, a pop-by map, and whatever your office is still doing by hand. Same Microsoft sign-in as the CRM. No re-typing, no second list.
Already running at a Halifax brokerage. Each one reads from your CRM, so there's never a second list to keep up to date.
Pick Birthday for this month's birthdays or Holiday for the whole client list. You get a ready-to-print PDF for standard Avery 5160 sheets, one label per household, under the name you'd put on the envelope.
A showing cancels and you've got forty minutes nearby. PopBy shows which past clients live close, who's flagged for a pop-by, and gets you to their door in one tap.
Demo password is demo. Sample clients only.
We connect Claude, an AI assistant, to your CRM. Agents can dictate notes and tasks out loud on the way back to the car, and ask questions in plain English instead of building filters and reports.
Heart & Home's agents were juggling subscriptions and spreadsheets. We moved their client list into their own CRM, set it up around households and pop-bys, and built the label printer and PopBy on top. They now pay less every month, and their tools work the way their agents do.
Thirty minutes on where your client list lives today, what you pay, and what your agents do by hand.
A written plan and one price before we start. If it doesn't add up for you, we'll say so.
We set up your CRM, bring your data across, and check it with you before anyone switches.
A short walkthrough for your agents, then real support from people in Nova Scotia.
Your CRM runs on a server in your brokerage's name, using open-source software. You can export everything at any time, and nobody can raise the price on your client list or take it away.
For most teams, yes. You pay a fixed price for setup, then a small monthly hosting bill that doesn't grow with each new agent. On the call we'll compare it with what you pay today and tell you straight if it isn't worth it.
A modern, open-source CRM. It looks and works like the subscription CRMs you've seen, but anyone can run it on their own server, and there's no per-seat licence.
If it can export your contacts, usually yes. We'll look at what you have on the call. Spreadsheets and Outlook contacts are no problem.
You keep everything. The server and the data are yours, the software is open source, and we document the setup, so any developer can pick it up.
No. It's an add-on. The CRM and the tools work fine without it, and you decide who on your team gets it.
No. Take the CRM on its own, or add mailing labels, PopBy or something new later. Every tool reads from the same client list.
Book a free 30-minute call. Bring what you pay today and how you keep your client list, and we'll tell you plainly what switching would take.
One step left — choose a time for your free call.
Pick a time on CalendlyPrefer email? Write to [email protected] — we reply within one business day.