For real estate agents

The CRM for real estate agents who never lose the follow-up

Orbit is a simple all-in-one CRM for real estate agents, with one AI assistant, Hiro. It drafts replies to new leads, writes personal check-ins for buyers who went quiet, keeps past clients warm so referrals keep coming, and briefs you before listing appointments. You approve every message. Free for up to 250 contacts, no credit card.

The real estate agent problem

Real estate is two jobs. The first is speed: the lead that comes in while you are walking a buyer through a kitchen wants a reply now. The second is memory: past clients send referrals to the agent who stayed in touch, but staying in touch by hand falls apart the first busy month.

Most pipelines do not leak at the contract. They leak in the quiet. Orbit keeps every buyer, seller, and past client in one CRM and puts an AI assistant on the drafting, so following up stops depending on a free evening.

What Hiro can do on a real estate desk

Hiro is one assistant inside the app. On a real estate desk it can:

  • Draft a fast, personal reply to a new form lead so a slow email never costs a showing.
  • Write check-ins for buyers and sellers who went quiet, grounded in your last conversation.
  • Draft one-year-in-the-house notes to past clients, at most one a month, never a hollow "just checking in".
  • Prep a one-page brief before a listing appointment: the sellers, your history, what to raise.
  • Merge duplicate leads so the same buyer from two portals becomes one clean record.
  • Build a simple landing page or form to capture leads from an open house.

A week with Orbit as a real estate agent

Monday: a form lead arrives during a showing, and Hiro has a personal reply drafted for you to send from your phone. Tuesday: you ask Hiro for a brief before your listing appointment, so you walk in knowing the whole history.

Wednesday: Hiro drafts a note to the buyer who toured three homes and vanished, referencing the price drop. Thursday: a one-year note goes out to the family you closed last spring. Friday: Hiro merges the duplicate from two portals. Every touch showed up as a draft you approved first, and you can drive the whole CRM from Claude through the MCP server too.

Set it up for real estate work

  • Pipeline stages: New lead, Consult, Showing, Under contract, Closed, Past client.
  • Tags for buyer, seller, and neighborhood, with smart views per farm area.
  • Custom fields for price range, pre-approval status, and move-by date.
  • Use your booking page for consults so leads pick a slot instead of playing phone tag.

The referral goes to whoever stayed in touch. Orbit makes staying in touch a two-minute habit.

Keep exploring

Frequently asked questions

What is the best CRM for a solo real estate agent?+

Orbit fits agents who lose the follow-up while showing homes. It keeps leads, deals, notes, and a booking page in one CRM, plus one AI assistant that drafts fast lead replies, revives quiet buyers, and keeps past clients warm for referrals. Free for 250 contacts, no card.

Can Orbit reply to leads while I am showing homes?+

Hiro, the built-in assistant, can draft a personal reply to a new lead in seconds, ready for you to approve from your phone. Every message shows on the contact timeline, and nothing sends on its own. Orbit does not make phone calls.

Does Orbit work with my lead sources?+

Leads that arrive through Orbit landing pages and forms land straight in your pipeline, and webhooks (on Pro) let you pipe leads in from elsewhere. On paid plans, a Chrome extension saves anyone from LinkedIn or any site as a contact in one click.

How does Orbit help me get more referrals?+

Hiro drafts a personal check-in for any past client who has gone quiet, grounded in their real timeline, so it reads like you wrote it. You keep it to about one note a month per person and approve every one before it sends.

What does Orbit cost for a real estate agent?+

The free CRM gives you 250 contacts, one pipeline, unlimited tasks, calendar, notes, and a built-in email inbox at no cost. Pro is $14/mo or $112/yr for unlimited contacts. AI is included on every plan with free monthly credits, no API key to paste.

Never lose the follow-up

Orbit is free for 250 contacts, no credit card. Ask Hiro to draft the lead replies and check-ins, and approve each before it sends.

Free forever plan. No credit card. No spam.