WHISE From €4.92/mo · Free plan 9.3 Visit UplevelRE
uplevelre.com
What it is
UplevelRE combines real-estate CRM, email, phone, marketing, and website tools in a web platform. Its CRM organizes contacts, deals, pipelines, smart lists, and client records containing communications, listing views, and tasks. A unified inbox combines email, texts, and call history in client threads, with two-way Gmail sync. Ask Jan uses workspace context to answer questions and draft messages; messages require user approval before they are sent. Visual workflows can react to new leads, pause, branch according to replies, and continue follow-up. Marketing tools include agent and listing websites, automated listing alerts, bulk SMS, and email campaigns and drips. UplevelRE lists Gmail, Google Calendar, Google Drive files, MLS feeds, and phone numbers among its connected tools. MLS data sync requires membership verification for each market, and MLS & IDX is an optional paid add-on. The platform subscription includes free email support. Extra call minutes, texts, and emails beyond included allowances can incur usage charges, though there is no per-contact or per-lead fee. A 14-day trial is available; the pricing note lists a starting rate of $36.75/mo (annual).
Spec sheet
- Purpose
- UplevelRE describes itself as an AI-first real estate platform that combines CRM, email, phone, marketing, and website tools.Read 11 Oct 2026 · uplevelre.com
- Intended users
- The site presents UplevelRE for solo agents, teams, and brokerages.Read 11 Oct 2026 · uplevelre.com
- Free plan
- NoRead 22 Sep 2026 · uplevelre.com
- Integrations
- The homepage lists Gmail sync, Google Calendar, Google Drive files, MLS feeds, and phone numbers as tools Uplevel connects with.Read 11 Oct 2026 · uplevelre.com
- Support
- The pricing page includes free email support with the platform subscription.Read 11 Oct 2026 · uplevelre.com
- AI assistant
- Ask Jan uses workspace context to answer questions and draft communications, and the homepage says messages are not sent without user approval.Read 11 Oct 2026 · uplevelre.com
- AI data use
- The privacy policy says customer content and Google user data are not used to train AI models.Read 11 Oct 2026 · uplevelre.com
- Automated follow-up
- YesRead 22 Sep 2026 · uplevelre.com
- Automations
- Visual workflows can respond to new leads, wait, branch based on replies, and continue nurturing leads.Read 11 Oct 2026 · uplevelre.com
- CRM
- Its CRM includes contacts, deals, pipelines, smart lists, and client records that bring together communications, listing views, and tasks.Read 11 Oct 2026 · uplevelre.com
- Data ownership
- The data sovereignty page says users can export their data at any time and keep domains they own if they cancel.Read 11 Oct 2026 · uplevelre.com
- Email marketing
- YesRead 22 Sep 2026 · uplevelre.com
- Lead import
- YesRead 22 Sep 2026 · uplevelre.com
- Lead routing
- YesRead 22 Sep 2026 · uplevelre.com
- Marketing
- The Marketing Suite offers agent and listing websites, automated listing alerts, bulk SMS campaigns, and bulk email campaigns and drips.Read 11 Oct 2026 · uplevelre.com
- 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.Read 11 Oct 2026 · uplevelre.com
- 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.Read 11 Oct 2026 · uplevelre.com
- Property matching
- YesRead 22 Sep 2026 · uplevelre.com
- 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.Read 11 Oct 2026 · uplevelre.com
- Unified inbox
- The unified inbox combines email, texts, and call history in a client thread and supports two-way Gmail sync.Read 11 Oct 2026 · uplevelre.com
- Website included
- YesRead 22 Sep 2026 · uplevelre.com
Plans and prices
Platform $49 a month billed monthly 1 user Read 22 Sep 2026 · uplevelre.com
Marketing Suite $39 a month billed monthly 1,000 campaign emails per month Read 22 Sep 2026 · uplevelre.com
Calls & 1:1 texting $19 a month One fee for the whole team, not per user 500 call minutes per month Read 22 Sep 2026 · uplevelre.com
MLS & IDX $29 a month billed monthly $35 per month per managed MLS market Read 22 Sep 2026 · uplevelre.com
Teammates $29 a month Seats 2–5 are $29/month; seats 6–15 are $24/month; seats 16+ are $19/month First user included Read 22 Sep 2026 · uplevelre.com
Early Access Free Everything is free during Early Access; the page says a card is requested when the program converts Fair-use allowances: 2 phone numbers · 1 domain · 1,000 texts/month · 500 call minutes/month Read 11 Oct 2026 · uplevelre.com
Calls & 1:1 texting $14.25 a month $14.25/mo billed yearly; usage billed monthly One business number · 500 call minutes/month included, then 3¢/minute · 1:1 texts 2¢ each · one fee for the whole team Read 11 Oct 2026 · uplevelre.com
MLS & IDX $21.75 a year $21.75/mo billed yearly; managed MLS license is $35/mo per market Live MLS listings · property alerts · IDX website blocks · connecting a market with your own MLS license has no extra charge Read 11 Oct 2026 · uplevelre.com
Teammates $21.75 a year 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+ First user included · extra teammate seats priced by seat band Read 11 Oct 2026 · uplevelre.com
Marketing Suite $351 a year $29.25/mo billed yearly ($351/year); usage billed monthly Agent and listing websites · automated listing alerts · bulk SMS at 2¢ per message · 1,000 campaign emails/month included, then $0.002 each Read 11 Oct 2026 · uplevelre.com
The platform $441 a year $441/year — 3 months free; displayed as $36.75/mo One user · contacts, deals, pipelines, calendar, tasks, unified email inbox, Ask Jan AI, automations, own listings, smart lists · free email support Read 11 Oct 2026 · uplevelre.com
White Glove branding $999, paid once $999 one time Brand setup across email templates and website themes · first property site built with you Read 11 Oct 2026 · uplevelre.com
Strong points and limits
Strong points
- Client records combine communications, listing views, and tasks.
- Automated workflows can branch based on lead replies.
- Ask Jan drafts messages but waits for user approval.
- No per-contact or per-lead charge.
Limits
- Extra calls, texts, and emails can incur usage costs.
- MLS & IDX is an optional paid add-on.
- MLS syncing requires membership verification for each market.
Who it suits
UplevelRE is presented for solo real estate agents, teams, and brokerages that want CRM, communication, follow-up, and marketing tools together. Its MLS features suit users prepared to verify membership for each market.
Verdict
UplevelRE brings lead management, communication, and marketing tools into one web platform, with an AI assistant and configurable follow-up workflows. Check plan allowances and optional MLS costs alongside the listed annual starting price of $36.75/mo and 14-day trial.
Where Specifiction places it
- Real Estate CRM Software#11 of 2498.8
