UplevelRE

Overview

UplevelRE is an AI-first real estate workspace for solo agents, teams, and brokerages managing client relationships and marketing. It suits professionals who want follow-up, communications, and campaign tools under one roof, rather than assembling them separately. Its breadth is the draw, but the platform price is only part of the cost if you need add-ons or exceed usage allowances.

Key features

The CRM brings contacts, deals, pipelines, smart lists, and client records together with communications, listing views, and tasks. That gives agents a shared place to track the relationship, not just store contact details. The unified inbox adds email, texts, and call history to client threads, and two-way Gmail sync helps keep email conversations connected.

Visual automations can respond to new leads, pause, branch on replies, and continue nurturing prospects. This is most useful for agents with repeatable follow-up sequences; teams whose outreach changes case by case may get less from workflow automation. Lead import, routing, and property matching round out the lead-handling tools.

Ask Jan uses workspace context to answer questions and draft messages. It does not send messages without user approval, keeping outreach under the user's control. The Marketing Suite adds agent and listing websites, automated listing alerts, bulk SMS, and bulk email campaigns and drips. MLS listing data requires verified membership in each market, and MLS & IDX is a separate add-on.

UplevelRE connects with Gmail, Google Calendar, Google Drive files, MLS feeds, and phone numbers. Application data is hosted in the United States, protected in transit with TLS and encrypted at rest. Customer content and Google user data are not used to train AI models. Users can export their data at any time and retain domains they own if they cancel.

Pricing

The pricing structure mixes a free Early Access offer, individual modules, seat charges, usage costs, and an annual platform plan. The 14-day trial gives prospective customers a short window to assess the paid service. Free email support comes with the platform subscription, and UplevelRE says it does not charge per contact or lead; extra call minutes, texts, and emails can still incur usage costs.

• Early Access: free. Everything is free during Early Access, with fair-use allowances of 2 phone numbers, 1 domain, 1,000 texts per month, and 500 call minutes per month. A card is requested when the program converts, so this is best treated as a limited introductory option rather than a permanent free tier.
• The platform: $36.75 a year, billed $441/year — 3 months free; displayed as $36.75/mo. One user gets contacts, deals, pipelines, calendar, tasks, unified email inbox, Ask Jan AI, automations, own listings, smart lists, and free email support. This is the core choice for an individual agent; teams must budget for additional seats.
• Platform: $49 a month, billed monthly, for 1 user. This monthly option costs more than the annual platform rate, but avoids the annual commitment.
• Marketing Suite: $39 a month, billed monthly, with 1,000 campaign emails per month. It suits agents who need campaign tools and websites; the email quota and separate subscription matter for heavier marketing use.
• Calls & 1:1 texting: $19 a month, one fee for the whole team, with 500 call minutes per month. That team-wide fee is distinct from per-seat charges, but the minute allowance and potential extra usage costs warrant attention.
• MLS & IDX: $29 a month, billed monthly, plus $35 per month per managed MLS market. The additional market fee can materially change the cost for agents working across multiple markets.
• Teammates: First user included; seats 2–5 are $29/month, seats 6–15 are $24/month, and seats 16+ are $19/month. This makes the platform usable by growing teams, but additional users raise the recurring bill.
• White Glove branding: $999, paid once, billed $999 one time, for brand setup across email templates and website themes and a first property site built with you. It is an optional upfront service, not a recurring subscription.

Platforms

UplevelRE is available on the web and through an API. The platform also connects with Google services, MLS feeds, and phone numbers, making it a stronger fit for users already working with those tools than for anyone seeking a self-contained mobile app.

Who it's for

Solo agents who want CRM, email, workflows, and marketing in one workspace are the clearest fit, especially if they can use the one-user annual plan. Teams and brokerages can add seats, but should calculate the combined cost of users, modules, MLS markets, and usage before committing. Agents who need MLS and IDX functionality must verify membership for each market and account for the add-on charges. It is less suitable for buyers seeking a permanently free, fully equipped plan or a predictable bill regardless of usage.

Pros and cons

• Pros: The CRM, unified inbox, lead tools, and visual workflows link contact management with follow-up instead of leaving those jobs in separate modules.
• Pros: Ask Jan drafts messages but requires approval before sending, preserving user review of client communication.
• Pros: There is no per-contact or per-lead charge, and the Calls & 1:1 texting fee is shared by the team rather than billed per user.
• Cons: Marketing Suite, calls and texting, MLS & IDX, and extra seats can all add to the platform subscription; usage can also cost extra beyond allowances.
• Cons: MLS access depends on verified market membership, with a separate monthly fee for each managed MLS market.
• Cons: Early Access has fair-use caps and requests a card when the program converts, so it is not a dependable long-term free option.

Alternatives

For a broader comparison, browse Real Estate CRM Software.

• LeadPixie is worth considering for teams wanting a free real estate CRM for up to 10 users, with web, iOS, and Android access.
• Propwise offers a free start with core CRM, lead management, pipeline, task tools, and limited market intelligence across web and mobile.
• Realatic has a free forever plan for 3 users, capped at 100 leads per month and 1 project; it may suit a small team comfortable with those limits.
• eesy provides a free web plan for one agent and 50 contacts, with core CRM, a basic pipeline, and email support.
• Lone Wolf Engage is another paid, web-based real estate CRM with a free trial.
• Housing Market CRM offers a free web plan for one user with core CRM and unlimited leads and contacts, a straightforward fit if those functions are the priority.
• Verna has a free one-user web plan and a Professional plan priced at $39 a month, billed annually, for unlimited users.
• CREBuilder starts with a free web plan for one user and three documents, making it a narrower alternative for users focused on document creation.

Verdict

UplevelRE is a strong fit for agents and brokerages that want CRM, communication, follow-up automation, and marketing tools connected in one workspace. Its main advantage is that breadth, backed by client-thread messaging and approval-based AI drafts. Choose another option if you need a reliably free plan, minimal recurring costs, or MLS access without market-specific add-on fees.