A CRM program for realtors that handles the active transaction, the sphere of influence, and the past-client follow-up without three subscriptions.
Real estate agents in 2026 commonly run three tools: a transaction coordinator for the active deal, a CRM for the sphere, and a drip-email tool for past-client follow-up. The handoffs between them lose leads, drop referrals, and burn admin time. Strkr runs transaction, sphere, follow-up, and referral tracking on one tenant with the AI drafting the client-facing messages.
Real estate agents and small brokerages run a specific CRM pattern that most horizontal CRMs do not match. The transaction is the center of gravity for the next 30 to 90 days. The sphere of influence is the long-term source of listings and referrals. The past-client follow-up has a specific cadence (annual home-value update, holiday card, closing anniversary) that if missed costs the next listing. The six pains below are the ones that show up on realtor evaluation calls, and the pattern is consistent whether the agent is solo or on a 25-agent team.
The transaction coordinator tool and the CRM disagree
Dotloop says the inspection is Thursday; the CRM thinks Friday.
Realtors often use a transaction coordinator tool (Dotloop, SkySlope, dotloop, Transaction Desk) for the compliance side of an active deal plus a separate CRM (Follow Up Boss, Chime, kvCORE, LionDesk) for the sphere and lead management. The two tools track different fields and the status disagrees. The agent misses an inspection date because the CRM reminder fired for the wrong day. Strkr runs transaction tracking plus CRM sphere on one record, so inspection dates, closing dates, and follow-up tasks share the same source of truth.
Sphere tagging is inconsistent
Is Jamie a past client or a sphere contact or just a Zillow lead.
Realtors manage a sphere of influence across hundreds to thousands of contacts: past clients, prospects, sphere connections, open-house leads, Zillow or Realtor dot com leads, networking contacts, referral sources. Most CRMs model this with tags that drift inconsistently (one contact tagged "sphere" plus "past-client", another just "past-client", a third "database"). Strkr's contact-type field with a defined realtor-specific picklist (past client, active prospect, sphere, lead, referral partner, vendor) keeps the segmentation clean.
Follow-up cadence drifts within a quarter
The annual home-value update is 14 months late.
Realtor follow-up has a specific cadence per contact type: active prospect gets weekly touches, sphere gets quarterly touches, past client gets annual home-value update plus holiday card plus closing anniversary message. The cadence runs well in month 1 and drifts within 90 days as the agent gets busy with active transactions. Strkr's cadence engine runs the follow-up automatically with the AI drafting the specific message pulled from the client's property record.
Referral tracking is a mental note
Who sent us the Johnson lead; was it Alex or Jamie.
Referral sources are the highest-leverage leads in real estate: typical close rates for referred leads measure 2 to 4 times higher than cold leads. Tracking who referred which lead and running the follow-up thank-you is manual in most realtor CRMs. The thank-you note and the holiday gift that would strengthen the referral relationship fall off the list within 60 days. Strkr's referral-source field on every lead with the auto-triggered thank-you cadence keeps the referral loop closed.
Property records live in the MLS
The CRM has no property context on the contact.
Most CRMs do not pull property records from the MLS onto the contact, so the realtor opens the contact and sees the human context without the "they bought at 452 Oak Ave in 2019, 3-bed 2-bath, zoned for Lincoln Elementary" property context. Strkr integrates with MLS data via native connector where the agent's MLS access permits, pulling property records onto the contact and keeping the home-value estimates fresh.
The agent CRM stack costs 300 per month per agent
Follow Up Boss plus Dotloop plus Mailchimp plus BombBomb stacks fast.
A typical realtor CRM stack: Follow Up Boss, Chime, kvCORE, or Boomtown at 80 to 120 per month, Dotloop or SkySlope at 30 to 60 per month, Mailchimp or Constant Contact at 20 to 40 per month, BombBomb for video email at 40 per month, Zapier to connect them at 25 to 50 per month. Monthly tooling spend per agent lands at 200 to 300 per month. For a 20-agent brokerage, 4,000 to 6,000 per month in tooling. Strkr's one-tenant posture collapses the stack onto one bill.
What a CRM program for realtors actually needs
The nine capabilities that cover the full motion.
A real estate CRM program needs nine capabilities to cover the realtor motion end to end. The cards below are the Strkr implementation of each, with the design choice that targets the realtor-specific use case.
Active transaction tracking
Deal with milestone-based stages.
Each active transaction renders as a deal in Strkr with milestone-based stages: listed, under contract, inspection, appraisal, financing commitment, closing scheduled, closed. Each stage carries task templates (inspection coordinator contact, appraisal order, title company confirmation) that create automatically. The agent sees the full stage sequence at a glance and the next action is on the top of the deal view.
Sphere of influence tagging
Contact-type picklist with realtor-specific values.
Every contact carries a type field with realtor-specific values: past client, active prospect, sphere connection, buyer lead, seller lead, referral partner, vendor (lender, inspector, attorney, stager), personal connection. The type field drives the follow-up cadence, the reporting segmentation, and the admin's view of the database.
Property record integration
MLS data on the contact record.
Where the agent's MLS access permits, Strkr integrates with MLS data via native connector to pull property records onto the contact: historical purchases, square footage, bed/bath count, lot size, school district, assessed value, estimated current value. The property record updates on a schedule so the home-value estimate stays fresh for the annual home-value touch.
Automated follow-up cadences
Per-contact-type cadence with AI drafting.
Automated cadences per contact type: active prospect gets weekly touches with buyer-specific or seller-specific content, sphere gets quarterly touches with market updates, past client gets annual home-value update plus holiday card plus closing anniversary message. The AI drafts the specific message with the contact's property context attached. The agent reviews and sends.
Referral source tracking
Who sent us this lead and the thank-you cadence.
Every lead captures a referral-source field. On lead creation with a referral source, Strkr fires a thank-you cadence to the referrer: immediate thank-you message, closing-day gift reminder, quarterly check-in touch, annual referral-of-year acknowledgment. The referral relationship compounds because the loop stays closed instead of fading.
Video email integration
BombBomb-style video messaging native.
Strkr supports video message capture (via BombBomb native connector or Strkr native video recording). Video messages render inline on the email send with the thumbnail and the embedded play. Open and play tracking lands on the contact record. The personalized video touch that drives response rate in real estate marketing becomes a one-click send instead of a separate tool subscription.
Open house lead capture
QR code or app-based signin writes to the CRM.
Open house visitors scan a QR code or sign in on a mobile app. The capture lands on Strkr as a lead with the open house property attached, timestamp, and basic contact info. The post-visit cadence kicks off: thank-you message that evening, listing availability check 48 hours later, buyer-interest qualification 7 days later. The open-house-lead-to-conversation rate improves because the follow-up runs reliably.
Mobile with voice capture
Note after the showing without opening the laptop.
The realtor dictates notes after a showing from the car via Strkr mobile with voice capture. The transcription lands on the contact or deal. The offline queue holds the note when signal drops and replays on reconnection. The field adoption that lets the agent capture context in real time instead of reconstructing from memory three days later improves data quality across the entire follow-up motion.
Brokerage-level reporting
Transactions, sphere size, follow-up adherence per agent.
For brokerages running multiple agents, the brokerage-level view renders transactions per agent (listed, under contract, closed), sphere size with growth rate, follow-up cadence adherence, referral-source attribution per agent, GCI (gross commission income) by agent. The broker sees which agents are growing the sphere, which are converting leads, and which are at risk of the sphere decaying from missed follow-up.
How to set up Strkr for a realtor practice
The 10-step first-month setup.
Setting up Strkr for a solo realtor or small team runs 10 steps over the first month. The cards below are the specific steps and the artifact each produces.
Week 1 Day 1: database import
Export from the old CRM, import to Strkr.
Export contacts from the current CRM (Follow Up Boss, Chime, kvCORE, LionDesk) as CSV. Import to Strkr with the type field mapped: past client, sphere, lead, referral partner, vendor. The database import handles duplicates against existing contacts. For agents coming off spreadsheets, the import maps columns via visual mapping surface.
Week 1 Day 2: contact type tagging
Clean up the type field after import.
Review the imported contacts and clean up the type field. Agents commonly find 10 to 20 percent of imported contacts have ambiguous type (prospect from 3 years ago, sphere contact who moved out of market). The cleanup pass takes 2 to 4 hours and produces a clean baseline for the follow-up cadences.
Week 1 Day 3: inbox and calendar connect
Gmail or Microsoft 365 OAuth.
Connect Gmail or Microsoft 365 via OAuth. Historical inbox threads with contacts sync onto the account timeline. Calendar events sync so showings, listing appointments, and closings render on the timeline. The sync keeps the inbox and the CRM in agreement without a sidebar extension.
Week 1 Day 4: active transaction setup
Current under-contract deals as Strkr deals.
Create a Strkr deal for each current under-contract transaction. Attach the property address, the buyer or seller contact, the key dates (inspection, appraisal, financing commitment, closing), and the referral source. The transaction stages auto-create the task templates per stage.
Week 1 Day 5: cadence configuration
Per-contact-type cadence rules.
Configure the follow-up cadences: past client (annual home-value update, holiday card, closing anniversary), sphere (quarterly market update), active buyer (weekly touches for 90 days), active seller (biweekly touches during listing). The cadences come as templates for the agent to tune to voice.
Week 2 Day 1: MLS integration
Where MLS access permits, connect property data.
Connect the MLS data integration via native connector where the local MLS permits agent-level API access. Property records populate on the contact timeline for past clients. For MLS boards that do not offer agent-level API, the agent can bulk-upload a property-record CSV once and update periodically.
Week 2 Day 3: open house capture
QR code or mobile app signin page.
Set up the open house capture flow: QR code links to a mobile-friendly Strkr lead page with the open house property pre-populated. Visitors scan, fill the form, and the lead lands on Strkr with the property attached. The post-visit cadence kicks off that evening.
Week 3 Day 1: referral source audit
Walk the past 12 months of leads and attach referral sources.
Walk the past 12 months of closed deals and attach the referral source to each. For deals where the source is unclear, interview the client or ask the agent to recall. The audit produces the referral-source attribution baseline, which drives the thank-you cadence rollout and the quarterly referral acknowledgment list.
Week 3 Day 3: AI drafting enabled
Message drafting with property context.
Enable Strkr AI for message drafting on client-facing emails. The AI pulls property context from the contact record and drafts the specific message. The agent reviews and sends. For the first month the agent audits every AI-drafted message to ensure the voice matches; after the audit period the agent sends with lighter review.
Week 4 Day 1: broker reporting
For brokerages, set up the broker view.
For brokerages running multiple agents, configure the broker-level dashboard: transactions per agent, sphere size growth, cadence adherence, referral-source attribution, GCI by agent. The broker reads the view weekly and spots agents who need coaching on sphere growth or lead conversion before the quarterly review catches it.
What Strkr will not do for realtors
The honest scope boundaries.
Strkr covers the end-to-end realtor CRM motion. Some adjacent capabilities still fit specialized tools. The cards below are the honest list.
Not a transaction compliance replacement
Dotloop, SkySlope, Transaction Desk own the compliance side.
Strkr tracks the active transaction with stages, dates, and task templates. The compliance side (document assembly from state-specific contract templates, e-signature with real estate escrow workflow, state-regulatory document retention, broker review workflow) lives in Dotloop, SkySlope, or Transaction Desk. Strkr integrates with these via native connectors so the compliance work and the CRM work stay aligned. The compliance tool is required for most state-regulatory purposes; Strkr handles the client relationship and follow-up side.
Not an MLS replacement
Strkr integrates with MLS; it is not the MLS.
Strkr integrates with MLS data where the local MLS board permits agent-level API access. The MLS itself (listing input, cooperation and compensation rules, syndication to Zillow and Realtor dot com, agent-to-agent search) remains the MLS platform the local board operates. Strkr pulls property data onto contact records; it does not replace the MLS workflow.
Not a lead vendor
Zillow Premier, Realtor dot com, Opcity still own lead supply.
For lead generation (buyer leads from Zillow Premier Agent, Realtor dot com leads, Opcity referrals), those platforms remain the lead supply. Strkr integrates with them via native connectors or email parsing to pull leads into the CRM. The lead generation itself happens on the lead-vendor side; Strkr handles the conversion motion.
Not a real estate website builder
IDX websites via Placester, Real Geeks, iHomefinder.
For agent IDX websites with property search, saved search alerts, buyer-side onboarding, Placester, Real Geeks, Chime, kvCORE and similar remain the IDX website platforms. Strkr's lead pages handle marketing capture pages for specific campaigns. The full IDX website with MLS-driven property search is a different scope that Strkr does not replace.
Not a brokerage back-office accounting tool
QuickBooks or Realtyzam for brokerage financials.
For brokerage back-office accounting (commission split tracking, broker fee calculation, agent 1099 reporting, state regulatory financial filings), QuickBooks, Realtyzam, Lone Wolf, or similar brokerage accounting tools remain the right fit. Strkr tracks GCI by agent and transaction value for sales reporting; the full accounting workflow with regulatory filings lives in the specialized tool.
Not a replacement for coaching programs
The methodology still needs human mentorship.
Strkr provides the platform. The real estate practice methodology (how to run a sphere outreach cadence that compounds, how to convert open house visitors to clients, how to run a listing presentation, how to structure buyer consults) still needs coaching from experienced producers or formal coaching programs. The platform does not replace the mentorship side. New agents in their first 2 years commonly benefit from a coaching program (Buffini, Tom Ferry, local brokerage mentorship) alongside the CRM platform.
Head-to-head
Strkr vs the Follow Up Boss plus Dotloop plus BombBomb stack.
Most mid-market real estate practices run a stack: Follow Up Boss or Chime for CRM, Dotloop for transactions, BombBomb for video email, Mailchimp for drip, Zapier for integration. Here is the honest head-to-head between that stack and running on Strkr.
Per-contact-type with AI drafting + property context
FUB action plans + Mailchimp drip (two tools)
Property record on the contact
MLS integration where board permits
Manual entry or MLS tool open in another tab
Referral source tracking
First-class field with auto thank-you cadence
FUB custom field; thank-you cadence manual
Video email
Native or BombBomb connector
BombBomb separate subscription
Open house lead capture
QR code or mobile signin to CRM with property attached
Open home signin app syncs to CRM via API
Mobile with voice capture
Voice capture + offline queue
FUB mobile; voice varies
Brokerage reporting across agents
Native brokerage dashboard
FUB broker tier add-on
Monthly stack cost per agent
Flat per-seat all included
200 to 300 per month per agent typical
How teams use Strkr
How realtors run Strkr today.
The common thread across realtors on Strkr: they wanted the transaction, the sphere, and the follow-up on one tool. The playbooks below are motions live on customer accounts.
Solo realtor, 42 closings per year
Dropped 3 tools and saved 230 per month on tooling.
A solo realtor ran Follow Up Boss (105 per month), Dotloop (29 per month), BombBomb (49 per month), and Mailchimp (35 per month) plus a Zapier bridge (20 per month). Total 238 per month. The agent moved to Strkr with the single-tenant posture covering CRM, transaction tracking, video email, and marketing drip. Dotloop stayed for the compliance side (state-specific contracts, broker review) via native integration. Monthly tooling dropped to roughly 80 per month plus Dotloop at 29. The agent reported the single-pane-of-glass workflow saved roughly 4 hours per week of context switching between tools.
Boutique brokerage, 12 agents
Brokerage dashboard caught 2 agents with 50 percent cadence adherence.
A 12-agent boutique brokerage ran Chime for CRM with the broker tier for aggregate reporting. The broker-level view showed transactions and GCI per agent but not sphere-growth or follow-up-cadence adherence. The brokerage moved to Strkr. The broker-level dashboard rendered sphere size growth, cadence adherence, and referral-source attribution per agent. Within the first quarter the broker identified 2 agents with 50 to 55 percent cadence adherence (industry benchmark is roughly 75 percent for sustained GCI growth). Coaching with the two agents moved the metric to 72 and 68 percent respectively within 60 days, which the broker attributed to roughly 1.2 additional listings per agent per year.
Team of 5 agents, buyer-focused motion
Open house capture converted 32 percent to showing requests within 7 days.
A 5-agent team ran a heavy open house motion with 8 to 12 open houses per weekend across the team. The signin was a paper clipboard that someone had to transcribe to the CRM on Monday morning, which created a 48-hour-plus delay on the first touch. The team moved to Strkr open house capture with QR code signin to a Strkr lead page. Leads landed on the CRM instantly with the property attached. The post-visit cadence (same-day thank-you, 48-hour listing availability check, 7-day buyer qualification) ran automatically. Open-house-visitor-to-showing-request rate within 7 days measured at 32 percent, versus the paper-clipboard baseline of roughly 12 to 15 percent.
Established agent, 180-contact sphere
Annual home-value touch to 180 past clients drove 8 referral conversations.
An established agent with a 180-contact past-client sphere had let the annual home-value touch slip for 18 months because the manual data pull from the MLS plus the personalized message writing took roughly 45 minutes per past client, which was 135 hours a year. The agent moved to Strkr with MLS integration pulling property records and AI drafting the personalized annual-value message. The annual-touch ritual compressed to roughly 4 minutes per past client (review the AI draft, personalize the one specific comment, send with the fresh home-value chart). The 180-touch pass ran in 12 hours over a week. The follow-up conversations in the next 90 days generated 8 referral introductions and 2 direct listings. The agent attributed roughly 180,000 in GCI to the restarted annual-touch rhythm that first year.
Luxury agent, 60 closings per year, high-touch sphere
Referral source tracking rebalanced the quarterly gift budget to the real referrers.
A luxury agent closed 60 deals a year with roughly 70 percent coming from referrals. The agent spent 24,000 a year on client gifts (closing gifts, holiday gifts, quarterly thank-you gifts to referral sources). The gift budget allocation was based on the agent's memory of who referred what, which was imprecise. The agent moved to Strkr with referral-source tracking as a first-class field. After the first 90 days of accumulated data, the referral attribution surfaced 3 referral sources the agent had been under-investing in (one network contact who had sent 7 referrals in 18 months, two past clients who had each sent 4). The gift budget redistribution moved roughly 4,000 of annual spend toward the actual top referrers. The quarterly referral count from the top-5 sources grew by roughly 30 percent in the following 6 months.
A CRM program for realtors that handles the full motion on one tool.
Start a 14-day Strkr trial with transaction tracking, sphere tagging, MLS integration where supported, automated follow-up cadences with AI drafting, referral source tracking, and brokerage reporting ready to configure.
How does Strkr compare to Follow Up Boss, Chime, and kvCORE for a solo agent or small team?
Follow Up Boss, Chime, and kvCORE are real-estate-specific CRMs with vertical-tuned features (IDX website integration in Chime and kvCORE, lead-source parsing for Zillow and Realtor dot com, cadence templates for buyer and seller motions). Strkr is a horizontal CRM with the realtor use case supported through contact-type picklists, transaction stages, MLS integration, and the realtor-specific cadence templates. The product-level difference: FUB and Chime are "real estate CRMs" with the vertical features baked in; Strkr is a modern general CRM with the realtor configuration layered on top. For agents who need deep IDX website integration or heavy Zillow lead-source parsing specifically, FUB and Chime are often the better fit. For agents who want the modern CRM capabilities (AI drafting across the workflow, mobile with voice capture, flat pricing, one-tool consolidation across sphere plus transaction plus video email), Strkr usually wins on cost and workflow consolidation.
Does Strkr integrate with the MLS, and what MLS boards does it support?
Strkr integrates with MLS data via native connector where the local MLS board permits agent-level API access. MLS board policies vary significantly across regions: some boards (CRMLS in Southern California, Bright MLS in the mid-Atlantic, Stellar MLS in Florida) offer agent-level API access through specific vendor approvals; some boards require a brokerage-level integration; some boards do not currently offer third-party API access to CRM tools. For boards without API access, the agent can bulk-upload a property-record CSV once and update periodically, or use the manual property-record field on the contact. We work with each new customer during setup to confirm the local MLS board's integration options. The property record on the contact is useful even without the live MLS feed because historical purchase data stays stable.
How do the follow-up cadences work for past clients, sphere, and active prospects?
Each contact type carries a default cadence. For past clients: annual home-value update message (with the current MLS-sourced home-value chart), holiday card around November, closing anniversary message on the specific month and day the agent closed with them originally. For sphere connections: quarterly market update with specific neighborhood data, personal check-in message, invitation to annual client appreciation event. For active prospects: weekly touches for the first 90 days with buyer-specific or seller-specific content depending on the type, bi-weekly after 90 days, monthly after 180 days until converted or marked inactive. Each cadence step uses AI drafting with the agent's voice tuned and the specific context (property, neighborhood, personal connection notes) attached. The agent reviews and sends; nothing goes out without the agent's approval unless the agent configures auto-send for specific low-risk steps like the holiday card.
Can I use Strkr with Dotloop or SkySlope for the compliance side of transactions?
Yes. Strkr integrates with Dotloop and SkySlope via native connectors. The pattern: Strkr tracks the active transaction with stages, dates, task templates, and the client relationship; Dotloop or SkySlope handles the compliance side with state-specific contract templates, e-signature with real estate escrow workflow, broker review workflow, and state-regulatory document retention. The two tools share deal status and key dates via the connector so both surfaces agree. For most brokerages this pattern is required because Dotloop or SkySlope is often the broker-mandated compliance tool. Strkr does not try to replicate the compliance workflow because the state-regulatory depth varies significantly by state and the specialized tools maintain the state-specific updates on an ongoing basis.
How does referral source tracking actually improve the business?
Three mechanisms. First, visibility: the agent sees per-period which sources sent which leads and which closed, so the quarterly gift budget and the annual appreciation program invest in the actual top referrers rather than the memory-based top referrers. Second, loop closure: on lead creation with a referral source, Strkr fires an automated thank-you cadence (immediate acknowledgment, closing-day gift reminder, quarterly check-in touch, annual referral-of-year acknowledgment) which keeps the referrer in the relationship instead of fading. Third, compounding: the agent's known-top-referrer list grows over time with accurate attribution, which lets the agent prioritize sphere outreach toward the sources that produce. Live customer data on Strkr's realtor accounts shows referral close rates measuring 2 to 4 times higher than cold leads and referral attribution-accuracy improving from roughly 60 percent (memory-based) to 95-plus percent (field-tracked) within 90 days of starting the tracking discipline.
What does the all-in cost look like for a solo agent closing 40-plus deals a year?
A solo agent closing 40-plus deals a year on the typical realtor stack (Follow Up Boss at 105 per month, Dotloop at 29, BombBomb at 49, Mailchimp at 35, Zapier at 20) spends roughly 240 per month plus occasional add-ons. Annual tooling spend lands at 2,900 to 3,500. On Strkr, the solo agent runs on the flat per-seat tier with CRM, transaction tracking, video email, and marketing drip all included. The agent typically keeps Dotloop for the compliance side (roughly 29 per month). Annual tooling spend lands at roughly 1,100 to 1,500. Net savings on tooling of roughly 1,500 to 2,000 per year. The larger benefit is time: agents consistently report 3 to 5 hours per week saved on context switching across tools plus the follow-up cadences that actually run instead of drifting, which produces more pipeline than the tooling savings in absolute dollar terms.
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