A calmer way to run CRE outreach

Roll your prospecting into one clean, guided workflow.

We streamline every step—list creation, messaging, calls, and logging—so you can move deals forward without juggling tabs or tools.

Start the guided setup See how it works
Concierge onboarding included No credit card required Compliance-ready logging

What happens when you switch

Smoother in three guided steps

1
Import contacts

Upload a CSV or sync Salesforce lists; we clean and match owners and tenants automatically.

2
Launch the cadence

Email and call steps are pre-sequenced with your branding—ready to personalize in minutes.

3
Track and transfer

Responses, calls, and tasks sync back automatically so the CRM stays audit-ready.

Live human support on every rollout
Built for busy deal teams—no DIY setup

Why teams switch

A calmer experience that feels like Capitalize.

Clear steps, clean design, and concierge support help your team move from spreadsheets to a guided outreach flow.

🧭

Guided from start to finish

We walk you through each decision—audience, tone, cadence timing—so everyone knows what comes next.

Follow the steps
✅

Done-for-you setup

Concierge onboarding mirrors Capitalize's "we handle it" promise. Import your list and we build the rest.

See an example
🔒

Secure and compliant

Opt-outs, audit trails, and CRM syncing are baked in so compliance teams can sign off quickly.

Review safeguards

How it works

Simple, guided steps like a Capitalize rollover.

Three short walkthroughs show the same calm, concierge experience your prospects will feel.

📧

Email automation

Personalize without the chaos

Drop in your CSV, map placeholders, and we stage every send window for you—no guessing about deliverability.

Step 1
Set the tone

Choose a friendly, direct, or formal voice; the system rewrites copy to match.

Queued at the best local send times.
Step 2
Approve the follow-up

We propose the bump email; you approve or edit before anything goes out.

Replies pause the flow automatically.
Step 3
Send with confidence

We validate addresses and handle opt-outs so you keep a clean sender reputation.

Every action mirrors in your dashboard.
Start a cadence Why it feels different
📞

Call automation

Call blocks, prioritized for you

We queue the right owners and tenants to call next, surface the script, and log the outcome automatically.

Now
Tina Ratliff • Owner

Opened outreach twice • Ready for a quick review

Use script: "Review request"
Soon
Michael Reyes • Asset Manager

Missed call yesterday • Prefers afternoons

Use script: "Afternoon follow-up"
Later
Alicia Chen • Tenant rep

New to the list • Needs intro context

Use script: "Intro with context"
Every call and note syncs back instantly—no double entry or missed compliance steps.
Queue my calls See CRM sync
📊

Lead dashboard

One page to see what's next

Clean, Capitalize-inspired summaries show where to focus, who replied, and what needs a nudge.

34 Replies this week
68% Email open rate
12 Calls connected
Contact Status Next action Owner
Laura Mendes Replied: ready to review Send investor packet + schedule call Alex
Beacon Holdings Opened email Call today • auto-logged if no pick-up Jordan
Harbor Partners No response Move to nurture cadence next week Taylor
View live dashboard Review the steps

Fast setup

Everything transfers without the hassle.

We guide your team and handle the heavy lifting, so moving to a calmer workflow feels like a rollover—not a rebuild.

1

Import or build your audience

Upload property owners or pull decision makers from integrations. We enrich, de-duplicate, and keep the data clean.

2

Automate outreach across channels

Email cadences and call blocks are sequenced for you with reminders, scripts, and safe send windows.

3

Prioritize with live engagement signals

Surface hot leads based on opens, replies, and call results so reps know exactly who to call first.

4

Sync everything back to your CRM

Push conversations, tasks, and outcomes to Salesforce or your CRM without manual entry or messy exports.

Security & CRM

Built for Salesforce and built for trust.

Records stay clean with bi-directional sync, opt-out handling, and governance for institutional teams.

  • One-click sync of calls, emails, and tasks
  • Automatic lead assignment and ownership tracking
  • Activity timelines that mirror deal team workflows
Enter the app Review features

What gets synced

Emails

Cadence steps, replies, and bounces attached to the right accounts and contacts.

Calls

Dial outcomes, notes, and next steps automatically logged to opportunities.

Leads

Pipeline stages update as prospects progress toward tours, proposals, and signed leases.

Get started

See the calm, guided experience in action.

Jump into the app and orchestrate outreach that keeps every building and tenant moving forward.

Open the application