Be the Agent They Remember and Recommend.

Real Estate Client Follow-Up and Just Listed/Just Sold Postcards

CRM and marketing automation for brokerages, teams and agents, with the follow-up done for you and personalized email marketing on autopilot. RealEstateHalo stays in touch with your past clients and markets your listings to their neighbors, helping more past clients come back and send referrals, up to 3X.

Buying for yourself or your team? View plans and get started. Running a brokerage with an agent roster? Book a demo.

RealEstateHalo - Done-For-You Marketing

Trusted By

THE SMART WAY TO DO AUTOMATED REAL ESTATE MARKETING

Building Relationships & Business.

While you’re busy closing a deal and keeping a client happy, RealEstateHalo shares prospecting marketing with their neighbors, automatically entering data into your multi-year retention programs and seamlessly transitioning their status to a client.

Prospects

RealEstateHalo automatically sends a variety of marketing and other communications to your past and potential clients to keep you top of mind when their home is coming to market or they are ready to buy. Our customizable media include Every Door Direct Mail (EDDM), Just Listed & Just Sold postcards, targeted eMails, moving coupons, direct mail, and much more.

Halo Programs | Real Estate Halo
Halo Programs | Real Estate Halo

Active Clients

RealEstateHalo’s automated tools make client follow-up easy and productive. With our dynamic retention program you’ll retain your clients while developing relationships with future ones through referrals and marketing. We do the time-consuming work behind the scenes so that your business can enjoy a seamless automated marketing experience!

From your first contact to a client for life

Every contact keeps hearing from you, and you never have to remember what comes next.

  1. Email on autopilot. Personalized email to every contact each month, done for you.
  2. List a home. Just Listed postcards go to the neighbors.
  3. Sell it. Just Sold postcards follow.
  4. Keep the client. A 3, 5 or 7 year program of cards, surveys, a yearly calendar, eCards, emails and texts.
  5. Stay in touch. When it ends, they go back to monthly email. If they buy or sell again, enroll them in a new program.

Email is in every plan. Postcards and programs are ordered through the Marketing Store. You can keep anyone on email only, but for the best results with repeat business and referrals, use the programs.

Halo Programs | Real Estate Halo

Your Best CRM software for Real Estate Management

RealEstateHalo is CRM and marketing automation built only for real estate. Watch the video to see how past-client follow-up and listing marketing work.

Real Measurable Results

Halo has run client follow-up programs for real estate agents since 1973, and RealEstateHalo is how that work runs today. Consistent marketing can increase how often past clients come back to you or send you a referral, up to three times over a few years.

Most past clients don’t come back on their own. In NAR’s 2025 Profile of Home Buyers and Sellers, only 29% of sellers and 18% of repeat buyers used an agent they had worked with before, even though 91% of buyers said they would use their agent again or recommend them.

You worked hard to earn your clients’ trust. Keep that connection going long after closing. For about $70 per client, RealEstateHalo stays in touch for seven years with mail, email, text messages, and a refrigerator calendar each year. We handle the follow-up for you. That helps past clients remember your name when they move again or a friend needs an agent. If one of those connections leads to a sale with a $6,000 commission, that small investment can make a big difference.

MORE REPEAT BUSINESS
OUR AGENTS’ AVG. CLIENT RATING
CLIENT SURVEY RESPONSE RATE
EMAIL OPEN RATE

Features of Our Real Estate CRM Software

Best CRM Software for Real Estate

Automated Prospecting

Market Every Listing

Just Listed and Just Sold postcards go to the neighbors around your listings and sales, so each deal helps find the next one.

Best CRM Software for Real Estate

CRM

Every Past Client in One Place

Keep past clients and prospects in one place, with follow-up that continues for years after closing. Our team writes, designs and sends it.

Best CRM Software for Real Estate

Co-Marketing

Co-Market with Lenders

Share co-branded marketing with the loan officers you work with, so both of you stay in front of the clients you share.

Best CRM Software for Real Estate

On-Demand Marketing

Order Mail When You Need It

Order postcards, Every Door Direct Mail and email from the Marketing Store, with your logo and contact details added for you. Our own team prints and mails them.

RealEstateHalo Has You Covered

We’re continuously improving our applications, database, processes and systems to give your team the best tools available.

Why agents and brokerages choose RealEstateHalo’s real estate marketing software

Rated 4.5 out of 5 on Capterra (82 reviews) and 5.0 out of 5 on G2 (3 reviews).
Ratings as of October 2026. G2 rating source: G2.com, Inc.

Awesome! I have been realtor for 47 years. It is a great way to stay in contact with your past clients.

Delores D. Real Estate Agent
Review on Capterra, December 2019

Easy ordering, quick turn times, and high quality for my direct mail, print, and client follow up needs.

Gary D. Real Estate Broker
Review on G2, August 2026

Staying Top Of Mind Has Never Been Easier! I love the multiple touch points throughout the year! It has never been easier to remain in touch with my past clients. With the automated postcards and online surveys, my clients receive several opportunities to ask for more information. I love the dashboard and ease of pulling reports.

Iris B. Real Estate Agent
Review on Capterra, December 2019

Allowed me to customize services for specific people and teams so that all our agents are happy. Postcards are a great marketing tool for our properties and we don’t even have to lift a finger to create them!

Jamie M. Office Administrator
Review on Capterra, August 2026

I would never use anyone else! Best buy for the money!

Donald S. Realtor
Review on Capterra, August 2026

Our Partners

  • Partners-Sponsors_Client_Testimonial_Tree-1

Frequently Asked Questions

Is RealEstateHalo for individual agents or for brokerages?

Both. If you are buying for yourself or your team, you can view plans and get started online. If you are exploring options for your brokerage, book a demo.

What is included in a RealEstateHalo plan?

Account setup by our team, a personalized profile, contact list import, email address verification, done-for-you email marketing delivered monthly, replies sent to your inbox, lead-form responses, email reporting, Marketing Store access and live customer support.

How much does RealEstateHalo cost?

Starter, for one user or team, starts at $48.25 a month when billed annually, for up to 500 contacts; larger contact tiers cost more. Starter is billed once a year only: $48.25 is the yearly price divided by twelve, and there is no month-to-month Starter. Growth is a different, larger plan, for up to 3 users and 3,000 contacts; it is $499 a month paid month to month, or less per month when billed annually. Pro is larger again, and brokerage pricing is custom. Details are on the RealEstateHalo pricing page.

How does the automated marketing work?

Once your contacts are imported, professionally written and designed emails go out for you every month under your name and branding. Replies come straight to you. Print mail, Every Door Direct Mail and multi-year client follow-up programs are available through the Marketing Store.

Does RealEstateHalo integrate with our MLS and real estate transaction systems?

Yes. RealEstateHalo offers connections with SkySlope, MoxiWorks, Reliance Network, Realtracs, MLS Grid, and DeltaNet, along with additional direct MLS connections that support Just Listed and Just Sold marketing. We can also connect with Paperless Pipeline through Zapier.

MLS and transaction-system integrations are available through Enterprise plans. Tell us which systems and MLS your brokerage uses, and we’ll confirm the available connections and setup for your organization.

What does a brokerage get beyond the standard plans?

The Enterprise plan for brokerages adds brokerage branding, custom post-close and just listed and just sold programs, office rostering, MLS and transaction management integration, client satisfaction surveys, testimonial capture, and reporting by branch. Pricing is custom and starts with a demo.

Do mailers still work in real estate, and can you send them?

Mail puts your name in front of homeowners who do not open email, and it is the usual way to announce a listing or a sale to a neighborhood. Anyone can order postcards, letters and Every Door Direct Mail on demand, priced separately from a plan: see Print & Mail Services. On the Enterprise plan, just listed and just sold mail can be built into your managed program.

I am an agent leaving my brokerage. Can I keep marketing to my clients?

If the contacts are in your own individual account, they are yours and stay with you. If they were in a brokerage-managed account, the brokerage decides whether to release them; when it does, we move them to your individual account.

See all RealEstateHalo FAQs

Buying for yourself or your team? View plans and get started. Running a brokerage with an agent roster? Book a demo.