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.
Trusted By
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.
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.
- Email on autopilot. Personalized email to every contact each month, done for you.
- List a home. Just Listed postcards go to the neighbors.
- Sell it. Just Sold postcards follow.
- Keep the client. A 3, 5 or 7 year program of cards, surveys, a yearly calendar, eCards, emails and texts.
- 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.
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.
Features of Our Real Estate CRM Software
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.
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.
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.
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.
Cloud-Based
Our applications are mobile friendly, ensuring you have access to contacts, reporting, data and functions from anywhere at anytime!
System Integration
We integrate into your business systems, seamlessly syncing with your client data and business software.
Staff Training & Support
Our CRM Specialists will train you and your entire team including individual professionals, sales managers and more, and we’re always ready to help.
Data Security
All your data is securely stored and protected using safeguards designed to keep your information safe.
Industry Compliant
We stay up to date on industry regulations and standards, with safeguards in place to help protect your brand and support compliance requirements.
Custom Development
We offer custom integrations, marketing campaigns, and workflows to support your organization’s unique needs.
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.
Our Partners
Buying for yourself or your team? View plans and get started. Running a brokerage with an agent roster? Book a demo.
Have a question? See the RealEstateHalo FAQ.
