FOR REAL ESTATE AGENCIES · FREE PILOT
Your agency’s day-to-day work, in one clear view.
Clearfold helps agents see their tasks, showings and planned client follow-ups. Managers can see who is working on what, what has already been done, and where attention is needed.
You do not need to replace your CRM to join the pilot. We can start with one workflow your team already uses.
FAMILIAR SITUATIONS
The next step is easy to lose between calls, showings and messages.
Some agreements stay in chats, some in notes, and some only in memory. Agents end up piecing together their plan for the day, while managers have to ask separately how the work is progressing.
You agreed to call back — but never recorded when
The conversation happened, but the next call never made it into the task list.
The showing is over — the outcome stays in the chat
What the buyer liked and what was agreed next gets buried among messages.
The day has to be pieced together from different places
Tasks are in notes, showing times are in the calendar, and meeting arrangements are in chat. It is hard to see at a glance what needs attention today.
The manager has to ask for another status update
To understand what is happening with a property and whether someone needs support, the manager has to message or call the agent.
HOW CLEARFOLD HELPS
Agents see their day. Managers see the team’s work.
After a call or showing, record the outcome and plan the next action. Agents can see their tasks and commitments, while managers can follow how the work is moving forward.
The next contact has a date
Agreed to call a client back? Create a task and set the date. The next action stays in the working list instead of only in someone’s memory.
Showing outcomes stay easy to find
Save the showing summary and the buyer’s feedback. Before the next conversation, you can return to the record and quickly see what was discussed and agreed.
The day is visible at a glance
On My Day, agents see their tasks, scheduled showings and upcoming client follow-ups. It is easier to understand what needs to happen today.
Managers can see where attention is needed
Ownership, open and overdue tasks, and recent activity help managers understand the state of the team’s work and spot where support is needed.
SMART UPDATE
Tell Clearfold what happened — it prepares the update.
After a call, meeting or showing, you can dictate a short update in your own words. Clearfold turns it into a structured record for you to review before anything is saved.
Say it naturally
“The showing went well. The buyer liked the apartment. We agreed to call again tomorrow after 3 PM.”
Review the prepared update
Clearfold identifies the outcome of the call or showing, the comment and the next action, and shows them to you before saving.
Confirm
Nothing changes automatically without your review. You can see exactly what will be updated and confirm the result.
Less manual entry — and an easier way to capture the next step right after a client conversation.
WORKS WITH WHAT YOU ALREADY USE
You do not have to give up your CRM, spreadsheets or familiar ways of working.
Clearfold can be added to your team’s current process gradually. For the pilot, it is enough to choose one workflow and see whether it gives the team a clearer view of day-to-day work and next actions.
01
We are not asking you to replace your CRM
If your team already manages properties and clients in a CRM, there is no need to move the entire process into a new system just to run the pilot.
02
We start with one specific part of the work
That might be tasks, showings, buyer work or follow-up control — depending on where your team currently needs better visibility.
03
We expand only if it makes sense
After the pilot, you can decide which workflows are worth keeping in Clearfold and where it genuinely complements your existing tools.
First, prove the value in real work. Then decide whether it is worth continuing.
FREE PILOT
Try Clearfold with your team’s real day-to-day work.
We are looking for real estate agencies willing to use Clearfold in everyday work and help us understand where it genuinely gives the team a clearer view of next actions and current work.
Who it is for
Real estate agencies where several people work with properties, buyers and showings at the same time, and where managers need visibility without constantly asking the team for updates.
How we start
We begin with a short conversation about your current process and choose one workflow for the pilot. We help set up the team and show you how to use Clearfold in everyday work.
What we evaluate together
Whether agents can see their next actions more easily, whether fewer agreements are lost after client conversations, and whether managers have enough visibility without unnecessary checking.
The pilot is free. Afterwards, we decide together whether continuing with Clearfold makes sense.
TRY CLEARFOLD
Tell us a little about your team — we’ll discuss where to start.
Leave your contact details and a few words about how work is currently organised in your agency. We’ll get in touch, briefly discuss your process and see whether Clearfold is a good fit for a pilot.
No commitment. We’ll first talk briefly about your process and see whether a pilot makes sense.