Sidekick for Real Estate
Keep every lead, property conversation, appointment, and referral moving.
Connect contacts, households, properties, pipelines, calls, showings, tasks, documents, referrals, and long-cycle follow-up.
Start with Sidekick for Real Estate
Where the day gets stuck
Property and relationship context split
Referral history gets lost
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Customer growthSidekick Sites
Publish the front door to the business you already run.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Agent sees relationship context
- 02Coordinator manages appointments
- 03Broker reviews pipeline
Workflow 1
respond to a new property inquiry
A practical Sidekick workflow that helps the team respond to a new property inquiry.
- Match contact and source
- Capture needs
- Assign agent
- Book the next conversation
Workflow 2
prepare for a showing day
A practical Sidekick workflow that helps the team prepare for a showing day.
- Review contacts and properties
- Confirm appointments
- Surface relevant notes
- Plan follow-up
Workflow 3
nurture a long-cycle relationship
A practical Sidekick workflow that helps the team nurture a long-cycle relationship.
- Track milestone and timing
- Prepare useful update
- Schedule outreach
- Record response and referrals
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize client preferences
- Draft property follow-up
- Identify neglected opportunities