UplevelRE
UplevelRE is a web-based real estate platform that combines CRM, email, phone, marketing, and website tools.
What UplevelRE is
UplevelRE is a web-based real estate platform that combines CRM, email, phone, marketing, and website tools. Its CRM organizes contacts, deals, pipelines, smart lists, and client records with communications, listing views, and tasks. The unified inbox groups email, texts, and call history in client threads and supports two-way Gmail sync. Ask Jan uses workspace context to answer questions and draft communications; the homepage says messages are not sent without user approval. Visual workflows can respond to new leads, wait, branch based on replies, and continue follow-up. The Marketing Suite includes agent and listing websites, listing alerts, bulk SMS, and bulk email campaigns and drips. UplevelRE lists Gmail, Google Calendar, Google Drive files, MLS feeds, and phone numbers as connected tools. MLS data sync requires membership verification for each market, and MLS & IDX is an optional paid add-on. A 14-day trial is available; the pricing note lists a starting rate of $36.75/mo billed annually. Extra call minutes, texts, and emails beyond included allowances can incur usage costs.
Good
- CRM includes contacts, deals, pipelines, and smart lists
- Unified inbox combines email, texts, and call history
- AI drafts messages but requires user approval to send
- Visual workflows can branch based on replies
- 14-day trial is available
Watch out
- Extra call minutes, texts, and emails can incur usage costs
- MLS sync requires membership verification for each market
- MLS & IDX is an optional paid add-on
Who it suits
UplevelRE is presented for solo real estate agents, teams, and brokerages that want CRM, marketing, communications, and website tools in one platform. Its workflow and lead features may also suit users managing follow-up across prospects and listings.
Verdict
UplevelRE brings lead management, communications, automations, and marketing together for real estate businesses. Review the separate add-ons and usage allowances, particularly for MLS access and communications.
Plans and prices
From UplevelRE's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Platform | $49 a month | 1 user · billed monthly |
| Early Access | Free | Fair-use allowances: 2 phone numbers · 1 domain · 1,000 texts/month · 500 call minutes/month · Everything is free during Early Access; the page says a card is requested when the program converts |
| Calls & 1:1 texting | $14.25 a month | One business number · 500 call minutes/month included, then 3¢/minute · 1:1 texts 2¢ each · one fee for the whole team · $14.25/mo billed yearly; usage billed monthly |
| MLS & IDX | $21.75 a month | Live MLS listings · property alerts · IDX website blocks · connecting a market with your own MLS license has no extra charge · $21.75/mo billed yearly; managed MLS license is $35/mo per market |
| Teammates | $21.75 a month | First user included · extra teammate seats priced by seat band · From $21.75/mo billed yearly; seat rates shown as $29/mo for seats 2–5, $24 for seats 6–15, and $19 for seats 16+ |
| Marketing Suite | $351 a year | Agent and listing websites · automated listing alerts · bulk SMS at 2¢ per message · 1,000 campaign emails/month included, then $0.002 each · $29.25/mo billed yearly ($351/year); usage billed monthly |
| The platform | $441 a year | One user · contacts, deals, pipelines, calendar, tasks, unified email inbox, Ask Jan AI, automations, own listings, smart lists · free email support · $441/year — 3 months free; displayed as $36.75/mo |
| White Glove branding | $999, paid once | Brand setup across email templates and website themes · first property site built with you · $999 one time |
The facts
Each one read from UplevelRE's own pages, with the date it was checked.
What it does
- AI assistant
- Ask Jan uses workspace context to answer questions and draft communications, and the homepage says messages are not sent without user approval.checked 11 Oct 2026
- AI data use
- The privacy policy says customer content and Google user data are not used to train AI models.checked 11 Oct 2026
- Automated follow-up
- Yeschecked 22 Sep 2026
- Automations
- Visual workflows can respond to new leads, wait, branch based on replies, and continue nurturing leads.checked 11 Oct 2026
- CRM
- Its CRM includes contacts, deals, pipelines, smart lists, and client records that bring together communications, listing views, and tasks.checked 11 Oct 2026
- Email marketing
- Yeschecked 22 Sep 2026
- Integrations
- The homepage lists Gmail sync, Google Calendar, Google Drive files, MLS feeds, and phone numbers as tools Uplevel connects with.checked 11 Oct 2026
- Intended users
- The site presents UplevelRE for solo agents, teams, and brokerages.checked 11 Oct 2026
- Lead import
- Yeschecked 22 Sep 2026
- Lead routing
- Yeschecked 22 Sep 2026
- Marketing
- The Marketing Suite offers agent and listing websites, automated listing alerts, bulk SMS campaigns, and bulk email campaigns and drips.checked 11 Oct 2026
- MLS
- UplevelRE says it syncs listing data from MLS markets after the user verifies membership for each market; MLS & IDX is an optional paid add-on.checked 11 Oct 2026
- Notable pricing limit
- The pricing page says there is no per-contact or per-lead charge, while usage costs can apply to extra call minutes, texts, and emails beyond included allowances.checked 11 Oct 2026
- Property matching
- Yeschecked 22 Sep 2026
- Purpose
- UplevelRE describes itself as an AI-first real estate platform that combines CRM, email, phone, marketing, and website tools.checked 11 Oct 2026
- Security and hosting
- The privacy policy says application data is hosted in the United States, connections use TLS in transit, and stored application data is encrypted at rest.checked 11 Oct 2026
- Support
- The pricing page includes free email support with the platform subscription.checked 11 Oct 2026
- Unified inbox
- The unified inbox combines email, texts, and call history in a client thread and supports two-way Gmail sync.checked 11 Oct 2026
- Website included
- Yeschecked 22 Sep 2026
The company
- Data ownership
- The data sovereignty page says users can export their data at any time and keep domains they own if they cancel.checked 11 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
