A CRM that runs your day — not just a contact list.
Real-estate CRMs default to one of two failure modes: too lite (a contact form glorified) or too enterprise (Salesforce for someone who doesn't run sales meetings). I build the third option — an agent operations product that lives where your website lives, generates your daily action queue, runs your drip approval, syncs your calendar, drafts your listing presentations, and tracks your transactions. Sharon Fronk reports hours of her workday back.
BoomTown is bloated. FUB is too lite. kvCORE owns your data.
Every off-the-shelf real-estate CRM forces you to bend your business to fit their schema. BoomTown wants a 5-figure setup and locks you into their lead routing. kvCORE is $499-999/mo and owns your contacts. Follow Up Boss is $69-499/user/mo but it's a contact follow-up tool, not an operations layer — no listing presentations, no offer comparisons, no open-house kiosk, no integration with your website that doesn't go through Zapier glue.
Sierra Interactive is a website with a contact form bolted on. Lofty (formerly Chime) is a closer fit but it's still a SaaS where your customer data lives on their servers and you pay forever. Top Producer is built for a 2008 workflow. None of them know what your morning looks like — what listings are about to expire, which lead crossed engagement-score 40 overnight, which seller has a deadline in two days.
And the gap between 'CRM with a calendar' and 'a system that drafts your day' is where the actual hours of an agent's life leak. That's the gap I closed for Sharon Fronk.
AssistantDB — the operations layer agents needed.
AssistantDB is in production right now at sharonfronk.com's backend. It's a full Next.js + Postgres + Anthropic Claude stack — same database as her website (no Zapier glue, no integration drift) — that runs her entire operation. Morning Briefing dashboard, pipeline kanbans, engagement scoring, drip approval queue, two-way Google Calendar sync, Twilio SMS, Resend email, AI-drafted seller listing presentations with CMA, multi-offer comparison, open-house kiosk mode, transaction timeline with NY business-day deadline calculation. Compliance baked in — NY agency disclosure on every CRM email, HMAC-signed unsubscribe, row-level security for multi-agent teams.
What this turns into for the agent: Sharon walks in, opens the dashboard, sees Creon (the AI agent) has already drafted her action queue overnight — who to call, who to text, why each one is on the list, sorted by urgency. Drip emails for the day are in her approval queue waiting for thumbs-up. Calendar events for the day are mirrored from her phone. Sellers receiving multi-offers got a comparison link to review. Open house tablet sign-ins from the weekend already triggered follow-up sequences (gated by approval queue). The day starts with a plan, not with a triage.
It's bundled with the Refine tier — not sold separately, not an upcharge. The whole point of Refine is that you get this AND the public website, delivered by the same operator who built it, supported indefinitely.
Capabilities AssistantDB ships from day one.
- Morning Briefing + AI action queue
- Creon agent (Claude via MCP) generates overnight priorities + warnings + auto-tasks. Action queue surfaces who to call/text and why, sorted by urgency. "Who needs you today" with one-click call/text.
- Pipeline kanban boards (seller + buyer)
- Drag-and-drop boards for both sides of the business (Prospects → Listed → Pending → Closed for sellers; Leads → Pre-approved → Active Search → Under Offer → Closed for buyers). Auto-promotion when conditions are met. 90-day velocity chart and lead-source ROI report alongside.
- Universal contact profiles + engagement scoring
- Smart CSV import with auto-dedup + E.164 phone normalization. 15+ event types logged per contact (call, email, text, showing, offer, view, search, AI action). Engagement score crosses 40 → "hot lead" badge + Discord alert + AI "next best action" suggestion.
- Drip campaigns with manual approval queue
- 4 pre-built nurture sequences (new buyer welcome, pre-approval ready, anniversary, inactive reactivation). Every drip email lands in your approval queue for review before sending. Gmail sync (15-min polling) auto-pauses drips when the client is actively emailing — no auto-nurturing a live conversation.
- Two-way Google Calendar + Twilio SMS + Resend email
- Events created in the CRM hit your phone calendar in seconds. 12 event types. Twilio A2P 10DLC-compliant SMS for tour confirmations + reminders + nudges. Resend with full webhook lifecycle (sent → opened → clicked → bounced), HMAC-signed unsubscribe links that survive forwarding, hard-bounce auto-suppression.
- AI seller listing presentations + Net Sheet
- One-click PDF generation: property hero photo + 3-comp CMA + market narrative + asking-price justification + seller net sheet (commission - concessions - taxes - title - closing = net). Edit in place, regenerate, share as public URL. Replaces the half-day Sharon used to spend on listing presentations.
- Multi-offer comparison + buyer offer prep
- Seller side: side-by-side table when multiple offers come in, public shareable link, print-ready. Buyer side: offer prep wizard that pulls MLS facts → emits Prep Sheet (zipForm-ready) + Buck Sheet (for office review). Escalation clause builder, copy-to-clipboard outputs.
- Property Workspace (tabbed)
- One page per listing with tabs: Details, Listing Intake (AI extracts structured fields from photos + scribbles), Walkthrough (room-by-room notes + photos), Showings (attendees + feedback + interest level), Comps (via Spark API), Taxes, Presentation (the AI seller deck above), Documents (zipForm field-fill pipeline), Offers.
- Open House kiosk mode
- Tablet at the door, zero-login visitor sign-in (name/email/phone/interest). Auto-triggers thank-you + similar-homes follow-up sequence — still gated by your approval queue so you preview before send. Sign-in log shows on the property record.
- Transaction dashboard with NY business-day deadlines
- Critical-dates pipeline seeded from NY State standard timelines (attorney review, inspection, appraisal, title, walk-through, closing). Auto-calculates business-day deadlines, skips weekends + state holidays, edit to match the executed contract. Document checklist, parties & contacts, deadline alerts on your home dashboard.
- AI content generation
- Listing descriptions in 3 tones (professional / warm / luxury), social media captions with hashtags, email-blast subject + body for new-listing announcements. All editable, regenerate, copy-to-clipboard.
- Compliance + audit trails
- NY agency disclosure footer on every CRM-originated email (state requirement). Row-level security isolates every table by agent_id — multi-agent ready, no crosstalk. Anonymous deletion anonymizes name/email/phone in place while preserving activity history for audit. Double opt-in optional for newsletter signups.
Bundled with Refine. Not sold separately.
AssistantDB isn't a standalone SaaS — it's the operations layer that ships with the Refine tier, supported by the same operator who built your website. Lower tiers get a lighter version of the CRM (or none); higher tiers add multi-agent + team-level capabilities.
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Reach
website only · no AssistantDB CRM · scoped per agent
- Custom IDX site + lead capture forms
- Forms wire to Follow Up Boss / kvCORE / Chime via standard hooks
- No Morning Briefing, no kanban, no drip approval queue, no AI seller decks
- Upgrade to Refine to add the AssistantDB CRM
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Refine
TWO products — website + full AssistantDB CRM (the Sharon Fronk package) · scoped per agent
- Two products, one tier — your IDX website AND your operations CRM
- AI Morning Briefing + Creon agent priority queue
- Pipeline kanbans, engagement scoring, drip approval queue, two-way Calendar + SMS + email
- AI seller listing presentations, multi-offer comparison, open-house kiosk mode
- Tier 1 managed workstation included
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Expand · Anchor
multi-agent CRM with row-level security · scoped per team or brokerage
- Multi-agent role-based dashboards (agent / team lead / brokerage owner)
- Lead routing rules (round-robin, geographic, listing-type, custom logic)
- Brokerage-wide audit log of every CRM action
- Commission split engine + recruiting funnel (Anchor tier)
Agent CRM questions agents ask.
How is this different from BoomTown, kvCORE, or Follow Up Boss?
BoomTown is a $1,500-2,000/mo SaaS that owns your contacts. kvCORE is $499-999/mo and built around their generic CRM schema. Follow Up Boss is $69-499/user/mo and is good at follow-up but isn't an operations layer (no listing presentations, no offer comparisons, no open-house kiosk, no integration to your website without Zapier glue). AssistantDB is built around YOUR operation — same Postgres database as your website, custom schema for the way YOU think about clients, owned by you. After 12 months the code is yours. Cancel the rental forever.
How long does it take to set up and migrate from my existing CRM?
Setup runs in parallel with the website build (3-6 weeks for the Refine tier). Migration from your existing CRM (FUB, kvCORE, BoomTown, Top Producer, even spreadsheets) is included — smart CSV import with auto-dedup, phone normalization (E.164), column mapping. Your existing contact history, deal pipeline, communication logs all come with you. Sharon's import took about 90 minutes from CSV to working CRM.
Does this replace Follow Up Boss / kvCORE / my existing CRM, or run alongside it?
It replaces it. Running two CRMs in parallel is how data drift starts and where leads get dropped between systems. AssistantDB does what FUB does (drip campaigns, lead routing, activity logging) PLUS the things FUB doesn't — listing presentations, multi-offer comparisons, open-house kiosk, transaction timeline, AI Morning Briefing. The migration is included in onboarding so the transition is clean.
What if I have an assistant or team? Can they use it too?
Yes — Refine supports a small team via shared seat (you and one assistant). Expand and Anchor add row-level security so each agent on a team sees only their own clients, with team leads seeing the whole team and brokerage owners seeing everyone. Audit log tracks every read and write. No accidental crosstalk between agents.
How do AI drips actually work? Will the CRM email my client without me knowing?
No — every single drip email lands in your approval queue first. You review (one-click preview), then approve or skip per email. Auto-send is OFF by default and stays that way unless you explicitly turn it on for a specific sequence. On top of that, the Gmail sync auto-pauses drips when the client is actively emailing you — so a hot conversation never gets a generic nurture email dropped into it.
What integrations does it support?
Spark API / Global MLS for live listing data. Twilio for SMS (A2P 10DLC compliant). Resend for transactional + nurture email. Gmail API read-only for inbox sync. Google Calendar API for two-way sync. Anthropic Claude API for the AI features. zipForm field-fill pipeline for paperwork. Discord webhook for hot-lead alerts. If you use something that has a documented API and want it integrated, tell me on the call — I built it for Sharon, I'll build it for you.
What happens to my data if I cancel?
It's a standard Postgres database in your Supabase project from day one — your name on the account, your billing, your control. If you cancel after the 12-month minimum, you take a full SQL dump or you keep the Supabase project running yourself. The code is yours (GitHub repo handed over). There's no proprietary export tier, no hostage data, no enterprise license required to download what's already yours.
Sharon Fronk runs her day on this. Now you can too.
Free 20-minute call. We walk through your current CRM (or spreadsheet), what's eating your week, and what AssistantDB would change. Refine ships the website + AssistantDB CRM together — scoped per agent, fixed quote within 48 hours of inquiry. Sharon reports hours of her workday back. If you only want the website, Reach is the lighter path.
Book the CRM walkthrough