Chase CRM
Minimal CRM for real estate agents

Nurturing leads without the noise

A simplified pipeline for agents who need clean lead context, clear next steps, and less software getting in the way.

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Best fit: dashboard or leads view cropped wide enough to read the product at a glance.

Clear follow-ups

Keep next actions, overdue work, and contact history visible without digging through clutter.

Focused pipeline

Track source, status, temperature, and property context in a workflow shaped for real estate agents.

Simple onboarding

Import CSVs, map fields, and move old lead lists into a cleaner system without starting from scratch.

Product

Built around the workflows already in ChaseCRM.

The homepage stays grounded in what the product already does: dashboard visibility, lead management, follow-up scheduling, CSV import, and cleaner outreach handling.

Dashboard overview

Use a real dashboard screenshot showing lead counts, priority visibility, and follow-ups due.

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Leads and contact detail

Best screenshot: leads list or lead detail with source, address, status, and next follow-up.

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CSV import flow

Show upload, preview, and mapping so the onboarding story feels immediate and practical.

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Why it works

Less admin weight. More movement in the pipeline.

Lead warmth and status tracking
Follow-up scheduling and overdue visibility
CSV preview and field mapping
Appraisal-aware lead states
Do-not-contact safeguards

Workflow

Capture, prioritize, follow up, close.

01

Capture the lead

02

Prioritize the opportunity

03

Follow up consistently

04

Move buyers and sellers forward

A simpler CRM for agents who want clarity, not clutter.

ChaseCRM is built to keep the next deal moving with cleaner lead context, better follow-up visibility, and a lighter workflow for real estate teams.