Retention systems built to keep your clients in your orbit.

CRMs track deals, not relationships. Field Suite Pro adds the missing follow-up layer so leads don't slip away, closings turn into referrals, and your sphere stays active.

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What We Actually Build

Every Field Suite Pro setup for real estate agents is built around the same core systems — then customized to fit how agents actually manage leads, listings, and client relationships. These systems help you stay on top of follow-ups, maintain visibility over your deals, and make sure no client or referral opportunity slips through the cracks.

1

Follow-Up & Reminder Engine

Real estate is a relationship business, and deals are only part of it. Our engine schedules touchpoints for leads, prospects, and past clients — from new inquiry follow-ups to post-closing check-ins. You'll never let a referral opportunity slip away, and every client receives attention on time.

2

Visibility & Ownership

Whether you're solo or part of a team, it's easy to know which client needs attention and who is responsible. Agents, assistants, and admins all see what's pending without micromanaging. Transparency ensures no lead goes cold, and every opportunity is accounted for.

3

Lifecycle Tracking

Leads, clients, and past clients all move through predictable stages: Inquiry → Active → Closing → Post-sale → Sphere engagement. Field Suite Pro makes it visible so you can plan outreach, track renewals, and nurture relationships systematically.

4

Tool Integration (Optional)

Most agents already use a CRM, email system, or transaction management tool. Field Suite Pro connects lightly to what you use, without forcing new software. It just ensures nothing falls through the cracks.

Tailored for Real Estate Agents

The core systems stay the same. Workflows are customized for how agents manage leads, listings, and clients.

Retention Packages for Real Estate Agents

Foundational Follow-Up
Starter Retention System
$2,997
One-time setup + $97/month
A foundational retention system for agents who want leads nurtured automatically and post-sale follow-ups handled reliably.
  • Secure server & automation foundation
  • Lead follow-up sequences
  • Post-close check-in workflows
  • Customer feedback & survey requests
  • Proven email templates
  • 30-day stabilization & support
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Operational Scale
Retention Infrastructure & Scale
$7,997
One-time setup + $247/month
Everything in Professional, plus custom workflows for high-volume teams.
  • Custom workflows for high-volume teams
  • Advanced integrations with CRMs, calendars, and transaction tools
  • Dedicated retention advisor
  • Quarterly strategy sessions
  • White-glove onboarding & support
  • Team training for consistent follow-ups
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"We build and maintain the systems that ensure every lead, client, and past client gets attention — consistently, automatically, and without relying on memory."

Book Your Consultation Today

Schedule a 30-minute call to see exactly how Field Suite Pro can help you nurture leads, close more deals, and turn past clients into referral machines. No pressure, just clarity.

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30-minute call • No pressure • See if it's a fit