OnRecord.ai
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Everything OnRecord does — in one place.

Each capability is wired into the same contact record, so every action your team takes (or OnRecord takes for them) shows up where it matters.

The platform

Everything you need to grow — without the tech chaos.

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CRM & smart pipelines

Know exactly who needs follow-up next. Buyers, sellers, recruits, referrals, and past clients in visual pipelines with notes, tags, and activity.

Unified conversations

Every call, text, and email in one relationship record — nothing buried in personal messages.

Automated follow-up

Smart workflows for new leads, ghosted leads, open house visitors, seller consults, recruiting, and post-close care.

AI-assisted response

Move faster while still sounding human — first responses, qualification, and message drafts assisted by AI.

Landing pages & funnels

Launch valuation, buyer guide, open house, and recruiting pages without waiting on a developer.

Calendars & booking

Buyer consults, listing appointments, and discovery calls with automated reminders and no-show follow-up.

Reputation & reviews

Automate review requests and post-close sequences that keep clients engaged after the transaction.

Reporting & attribution

Track lead sources, pipeline movement, appointments, and follow-up activity before you spend more.

Mobile access

Run the relationship from anywhere — showings, open houses, and between appointments.

The OnRecord loop

One system for the full real estate relationship cycle.

From the first inquiry through post-close care — every stage automated, visible, and tied to the contact record.

STEP 01

Capture

Forms, landing pages, calendar links, lead-source tracking — every inquiry organized.

STEP 02

Respond

Two-way SMS, email, calling, and AI-assisted replies in one unified inbox.

STEP 03

Qualify

Smart questions, tags, and routing send the right lead to the right next step.

STEP 04

Book

Calendars, reminders, and no-show follow-up make scheduling effortless.

STEP 05

Nurture

Drip campaigns and workflows stay top-of-mind until the timing changes.

STEP 06

Close

Pipelines, tasks, and activity history move deals from conversation to contract.

STEP 07

Multiply

Reviews, referrals, and post-close care turn clients into repeat business.

Replace the patchwork

Run your real estate growth from one connected system.

OnRecord replaces the disconnected front-end sales and marketing tools agents use to capture, communicate, nurture, and convert opportunities.

Separate toolOnRecord equivalent
  • Basic CRM
    Contacts, smart lists, tags, pipelines, tasks, activity history
  • Email marketing
    Templates, campaigns, automated nurture, newsletters
  • SMS platform
    Two-way texting, automated SMS, reminders, broadcasts
  • Calendar scheduler
    Booking, confirmations, reminders, no-show follow-up
  • Landing page builder
    Lead capture pages, forms, surveys, funnels, QR campaigns
  • Social scheduler
    Plan and publish across channels
  • Review request tool
    Reputation and review request workflows
  • Automation tool
    Workflow builder, triggers, routing, pipeline automation
  • Reporting spreadsheets
    Dashboards, source tracking, campaign visibility
  • AI writing assistant
    AI-assisted responses, drafts, and content support

Note: OnRecord doesn't replace your MLS, transaction management, accounting, or brokerage compliance systems. It replaces the front-end sales and marketing stack.

Ready to build a follow-up system your team will actually use?

Book a 30-minute demo. We'll map your current stack, show you what to consolidate, and walk you through the OnRecord workflows built for your role.

Book a Demo →See features