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The real estate CRM that keeps the client after closing

Buyer and seller leads on one board, every listing run from first appointment to closing table, and every past client one click away.

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Scoped is a real estate CRM for agent teams and boutique brokerages. It keeps buyer and seller leads on one board with the price on each card. A signed listing or buyer agreement becomes the listing or search, with phases from prep to closing and an owner on each, and every past client keeps their history for the referral years later. Agents, the transaction coordinator, and the assistant you connect read the same record.

From the first inquiry to closing day, and the referral years later.

A real estate CRM should hold more than names and phone numbers. In Scoped the lead, the listing or search it becomes, and every note in between stay attached to the client, so your agents, your coordinator, and your assistant all work from the same page.

Call buyer and seller leads back before the next agent does

Say a seller fills out the contact form on your website at 9:40 on a Sunday night, and a buyer from the open house texts one of your agents about the split-level on Birch Street. Whoever sees it first adds them to the board in under a minute: the address or the price range, the timeline, the lead source, and who is calling back. By Monday’s team meeting both are sitting in New lead with an owner, not in a text thread or on the back of a sign-in sheet.

Name the stages the way your real estate team talks: New lead, Appointment set, Agreement out, Signed. Buyers and sellers share one board, and each card carries a price, the list price for a seller or the top of the pre-approval for a buyer, so you can see which listing agreements and buyer agreements have gone quiet. The pipeline guide shows how to set the stages up.

When the couple you helped buy a starter home in 2021 calls about moving up, their client page is one click away: the house they bought and what they paid, the notes from every showing, the inspector they liked, the street they wished they’d held out for. You pick up the conversation where you left it.

Next Tuesday. Sunday’s open-house leads went on the board Sunday night, each with an owner. Showing feedback is on the phase before the seller asks, and when a client from 2021 calls, their page is open before the second ring.

See the sales pipeline

Try it: drag the $489,000 card to Signed.

The pipeline, with buyer and seller leads on one board and the stages named the way an agent team says them.

Run each listing from staging to the closing table

The Hollis listing agreement comes back signed on a Thursday. One click turns the won card into the listing’s project, with Maya and Tom attached and the price carried over. Break it down the way your team already runs a listing: prep and staging, photos and going live, showings and the open house, offers, under contract, closing. Each phase has an owner and a status, so the plan you pitched at the kitchen table becomes work somebody owns.

Once an offer is accepted, the under-contract phase holds the transaction management work every coordinator tracks: the earnest money, the inspection response, the appraisal, the financing contingency, the final walkthrough. The listing still goes live on the MLS, and the contracts, disclosures, and e-signatures stay in the transaction platform you already use. Scoped holds who owns the next step and what the sellers were told. Here’s what each tool should own.

Your coordinator opens the Focus view and sees only the work assigned to them: the repair request, the appraiser’s question, the walkthrough time the buyer’s agent asked about. A signed buyer runs the same way, as a search with its own phases. When the keys change hands, archive the project, and the client keeps the history for the day they call about the next house.

See Projects
A woman sets up a camera on a tripod beside a stacked-log fireplace and sheer curtains in a calm living room
A listing broken into phases from prep to closing, each with an owner and a status, with the sellers linked at the top.

Ask your assistant where every listing and buyer stands

If you already use an AI assistant, connect it to your team’s workspace. It reads the same clients, listings, and buyer searches your agents do. Ask it which listing agreements have sat in Agreement out for more than a week, which past clients bought five or more years ago and have no note since spring, or for everything you know about a seller before the listing appointment.

It can leave the note, too. Ask it to catch you up on the Hollis listing before Saturday’s open house, and it summarizes where each phase stands and comments on whatever is still waiting, like the feedback from Tuesday’s showings that Marco hasn’t added yet. Marco sees the question the next time he opens the listing, on his phone or at his desk.

You approve its permissions for one workspace, and a read-only connection can’t change anything. Every change it makes is recorded under the person who authorized it and the connection it came through, and you can revoke access anytime.

See AI assistants
A small team meets in a sunlit office, one woman presenting from a notebook while another takes notes on a tablet
A listing’s activity: an update from a connected assistant, recorded under the person who authorized it and the connection it came through.

For the real estate team that answers first and remembers longest.

Your business runs on past clients and the referrals they send, relationships that outlast any one closing. A real estate CRM that keeps the lead, the listing, and the client’s whole history together lets every agent, and your assistant, pick up where the last conversation ended.

One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.Your AI assistant, on the real workConnect the assistant you already use to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for one person, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace with people included; more join for $9 a month each.

What real estate teams run on Scoped

The same record, set up for the work that sits next to a sale: the rentals you manage, the vendors who get a house ready, and a new client’s first weeks.

Property managementOwners, buildings, and every turnover on one record.Home servicesEstimates, jobs, and the customers who call back every season.Client onboardingThe signed deal becomes the onboarding, with the client attached.

How agent teams and brokerages run it

An agent team, a small-town brokerage, and a boutique brokerage: their stages, how a listing or a buyer search breaks down, and what they ask their assistant.

Referrals that know who sent them

A five-person agent team

Most of the team’s business comes from past clients and the friends they send, and every closed client stays in Scoped with the house and the price. Say a past client’s neighbor calls about selling. The referral goes on the board with a note naming who sent it, so the agent who calls back knows whose friend they’re talking to and whom to thank after closing.

  • Stages: New lead, Consultation, Agreement out, Signed
  • Each listing runs prep, photos, showings, offers, under contract, closing
  • The team lead asks: which new leads this month came from a past client, and who sent each one?

Buyers who never have to repeat themselves

A two-agent brokerage in a small town

The two agents cover for each other on weekends, and every buyer search is a project with the notes from each tour on its touring phase. Say the buyers call on Saturday while their agent is off. Whoever answers knows their pre-approval, which houses they liked, and which one had the wet basement.

  • Stages: Inquiry, Buyer consult, Buyer agreement out, Signed on
  • Each search runs consult, touring, offers, under contract, closing
  • The broker asks: which buyers toured this week and have no next step on their search?

One coordinator, every contingency date on the record

A nine-person boutique brokerage

The coordinator owns the under-contract and closing phases on every deal the agents sign. Say an offer is accepted on Monday: that day, the inspection, appraisal, and financing contingency dates go on the under-contract phase as a comment. When the buyer’s lender calls, the listing agent, the coordinator, and the team’s AI assistant all work from the same dates.

  • Stages: New lead, Listing appointment, Agreement out, Listing signed
  • Each deal runs prep, going live, showings, offers, under contract, closing
  • The broker asks: which deals under contract have a contingency due this week and no comment since Friday?

Works with the assistant your agents already use, and your client records come out whenever you want them.

Connect ChatGPT, Claude, Grok, or Gemini to the one workspace you pick, and it works from the same customers and projects your team does. Bring your work over, and take it with you whenever you want.

Scoped

“Which quotes over $10K have gone quiet for more than a week?”

ChatGPT read the pipeline and left a follow-up note on two deals.

Bring your dataMoving from another tool? We’ll help you bring projects and issues over from a CSV export.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
All integrations

Check the fit for your team and your closings.

What agents and brokers ask before they move their leads, listings, and past clients onto one record.

Does this real estate CRM connect to the MLS or send drip campaigns?

No. Scoped doesn’t pull MLS or IDX listings, send drip emails or texts, collect e-signatures, or store transaction documents for compliance. Keep your MLS, your transaction management platform, and your email tools for those. Scoped holds the client, the lead, the listing work, and who owns each next step. The buying guide helps you sort which tool owns what.

Can a real estate CRM track a listing from under contract to closing?

Yes, as work your team owns. A signed listing or buyer agreement becomes a project with phases such as offers, under contract, and closing. Your coordinator can track the inspection response, appraisal, financing contingency, and final walkthrough as tasks with an owner, a status, and a due date. The project guide shows how to break the work down.

How does a real estate team keep past clients and referrals in one place?

Each closed client keeps a page with the house, the price, the showing notes, and the archived listing or search. When a referral calls, add them with a note naming who sent them, so the agent knows whose friend is on the line. Scoped doesn’t send anniversary emails or messages for you. The clients guide explains how that history stays together.

The seller is interviewing agents this week. Walk in knowing the house.

Start with this weekend’s open-house leads and the listing you signed last week; add past clients the day they call about the next house.

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