Real estate leads, handed over.
With the context your agent needs.
Bring the original message and key details to your agents in Slack. On Growth, a tested CRM connection can save the qualification summary and final SMS conversation on the existing lead record.
Team alerts · CRM sync set up on Growth
One lead.
The whole conversation.
A name and phone number only tell your agent so much. If the buyer’s first message and the follow-up texts are in different places, the agent has to track them down before calling back.
Blade gives your team the original message, a short summary, and the conversation history available so far. In Slack, agents use Claim Lead to take ownership and Contacted to record outreach. Everyone can see who’s handling the follow-up.
On Growth, we can set up CRM sync to save the qualification summary and final text conversation in a dedicated Blade field on the existing lead record. We test the connection and field mapping with your account before turning them on.
Keep the tools
your team already uses.
Growth supports CRM connections with Follow Up Boss, HubSpot, and Salesforce, set up for your account. New leads come through your existing website form, and your team gets alerts in Slack and email.
- Website formConfirm how new leads reach your team and how the form records SMS consent.
- Slack and emailChoose where agents receive new lead alerts and conversation details.
- Follow Up Boss, HubSpot, or SalesforceChoose the matching lead record and a dedicated Blade field for the qualification summary and final text conversation.
We check your access, confirm where the details should be saved, and test the features included in your setup before going live. See the integration overview.
Who is making
the next call?
Someone needs to own the next call. On Growth, Response Guard watches priority leads that no agent has claimed. If your team’s agreed response window passes, it can send a reminder and escalate according to the rules set up for your account.
The reminder brings that lead back to your team’s attention. Your agents decide how to follow up. A reminder alone cannot guarantee a reply, an appointment, or a closed deal.
Weekly Intelligence helps the team lead or broker review new leads, priority leads, agent claims, recorded outreach, and leads that waited past the response window. Use it to see where follow-up needs attention.
Set up the handoff
around your team.
Tell us how website leads reach your agents today. We’ll agree on the details each agent needs, where to save the conversation, and who gets notified when a lead is still waiting.
We provide a temporary secure way to share integration credentials during setup. Keep passwords and API keys out of the demo form. We estimate 5–6 business days for Growth setup after we receive the required access. Your enabled features are tested before activation.
Blade handles the first reply and agent handoff alongside your existing CRM. Your agents keep working in the tools they know. Read about the first SMS response, buyer and seller qualification, and plan scope.
Example: the buyer’s details reach the next agent
Illustrative example: a buyer has shared their preferred area and moving date. Your team receives the original message and summary in Slack. An agent uses Claim Lead to take ownership, then records outreach with Contacted.
With Growth CRM sync enabled, the qualification summary and final SMS conversation can be saved to the agreed Blade field on the existing record. The agent reviews the context before calling; property advice stays with the agent.
What to test before connecting your real estate CRM
- The record and destination fieldConfirm which existing record receives the summary and conversation. Test the mapping on an agreed example before enabling the connection.
- The team’s next actionChoose the Slack destination, who claims a lead and how outreach is recorded. A complete summary still needs a clear owner.
- Unclaimed leadsFor Growth Response Guard, agree on the response window, reminder recipient and escalation path. Test those rules with your account rather than assuming every alert is followed up.
CRM integration: common questions
Can Blade work with Follow Up Boss?
Growth supports account-specific CRM connections with Follow Up Boss, HubSpot and Salesforce. We confirm access and field mapping, then test the enabled connection before activation.
Do we need to replace our CRM?
Blade is built to work alongside your existing website, team alerts and supported CRM. Your agents keep using their CRM; the exact connection and enabled features are agreed during setup.
Is CRM sync included in Starter?
CRM sync is a Growth feature. Starter includes the initial lead summary, first-SMS approval and team alerts. Check the plan scope with us before choosing a connection.
See how your next
lead gets handled.
Bring your website and tell us how your team follows up. We’ll show you the first reply, the buyer or seller details, and the agent handoff.