Know who needs you today
Cadence reads the signals already in your business—history, engagement, milestones, referrals, and time since contact—then shapes a focused daily call list.
Relationship intelligence for real estate
Bring every relationship
back into rhythm.
Bring your contacts, active buyers, and sellers into a clear daily relationship plan. Cadence works alongside your existing CRM or spreadsheets—so you can spend less time managing records and more time moving relationships forward.
CRM & spreadsheet onboardingDesigned with a working brokerageHuman-reviewed AI
▦☏♙▤
MONDAY · VIP
3 of 8Today’s relationships
JM
Jordan MitchellReferred 2 clients · 41 days since call
CallAR
Avery RobinsonHome anniversary this week
PrepSK
Sam KellerPast client · New engagement signal
Prep✦
Why Jordan, why todayStrong referral history and a recent engagement signal make this a timely personal check-in.
8
Calls that matterNot an endless task list
✓
Context readyBefore the phone rings
See Cadence in motion
A better rhythm for every relationship.
Watch the 35-second Cadence launch trailer.
Most CRMs remember names.
Cadence remembers the relationship.
It turns scattered signals into the next thoughtful action—without asking agents to become full-time database managers.Walk into every call prepared
See the relationship, transaction context, open follow-ups, and a concise AI-assisted briefing before you reach out.
Leave the record better than you found it
Capture the human summary, review an AI-assisted draft, set the next step, and send approved notes and supported contact updates back to your connected CRM.
Bring the business you have built
Your CRM. Your spreadsheets.
One simpler daily workflow.
Start with the customer information you already use. A guided welcome setup helps you connect an eligible CRM account or import a spreadsheet, review your information, and start finding the conversations that need your attention.
- 01
Choose your starting point
Connect your CRM or upload an Excel, CSV, or TSV file. Match your columns to Cadence’s contact and deal fields.
- 02
Review before you import
Check customer matches, buyer and seller types, and deal stages before adding your current book of business.
- 03
Keep everything within reach
Return to Settings → Connections anytime. Each provider has its own page for setup, supported imports, and connection management.
Connection availability depends on your provider, account permissions, and Cadence activation. Some connections require provider approval. Ask us to confirm the options for your CRM.
Stay close to the business in progress
Every active buyer.
Every seller.
The context to follow through.
Keep your current buyers, sellers, and in-progress deals visible alongside the people involved. See the stage, property details, value, and expected closing date when that information is available.
- Bring buyer and seller opportunities into one deal view.
- Connect each deal to the right customer record.
- Keep active, closed, and cancelled business distinct.
- Use transaction context to prepare for customer conversations.
Follow Up Boss supports deal sync. Lofty, MoxiWorks, and Cloze offer reviewed deal imports where enabled. Every listed provider also has a spreadsheet import path. Reviewed imports update when you import again; they are not continuous deal sync.
Your business in progressIllustrative view
BuyerActive
Jordan & Morgan
Finding their next home
- Target price
- $525,000
- Customer context
- Linked to both buyers
SellerUnder contract
Avery Robinson
124 Maple Avenue
- Sale price
- $680,000
- Expected close
- October 15
People and deals shown are examples. Available fields depend on your source data.
A simple operating rhythm
Your database has thousands of contacts.
Your day needs a short list.
Cadence organizes relationship work into a repeatable weekly pattern. Every list is prioritized, explainable, and ready for action.
- MON
VIP relationships
Protect the people who drive repeat and referral business.
Today - TUE
Active clients
Keep every live opportunity moving with context close at hand.
02 - WED
Past clients
Reconnect before a relationship becomes a forgotten record.
03 - THU
Leads
Focus on the conversations most likely to need attention now.
04 - FRI
Referral partners
Strengthen the network behind the next introduction.
05
JM
Jordan MitchellVIP · Past client · Referral partner
Relationship health · StrongRELATIONSHIP CONTEXT
3 closed transactions
Last conversation 41 days ago
2 referrals since 2022
Home anniversary · Sep 12
✦ CALL PREP
A warm reason to reach out
Ask how the family is settling into the new school year. Thank Jordan again for the Parkers introduction.
Keep it personal. No active sales signal.NEXT ACTION
The call cockpit
Less searching.
More listening.
Cadence gathers the details that make a conversation feel personal, not programmed. Agents spend less time reconstructing history and more time being present.
- Relationship and transaction history in one view
- AI-assisted talking points with clear source context
- Phone handoff by tap or short-lived QR code
- Outcome, follow-up, and next cadence captured together
Human by design
AI can prepare the draft.
People keep the judgment.
The human summary is the record
AI can assist after a call, but an agent reviews what is saved. Important relationship context is never quietly rewritten by a model.
Sensitive actions stay deliberate
Contact merges, Do Not Call changes, consent guidance, and AI-derived updates remain visible and reviewable.
Your CRM remains the source of truth
Keep your existing CRM workflow. Cadence adds relationship context and prioritization, with reviewed notes and selected contact updates sent back where your connection supports them.
Private early access
Relationships built your business.
Let Cadence protect them.
Cadence is being shaped with real brokerage workflows now. Request a walkthrough and help define the relationship CRM agents will actually use.
Request a Cadence walkthrough ↗