People & Relationships
A lead is a person, not a pipeline stage.
Every person. Every relationship. One system.
One person can be a lead on one deal, a client on another, and a referral source on a third. Rehomebase tracks the person and every relationship they have with your business — leads, clients, vendors — without forcing you to pick just one.
Most tools force a choice: is this person a lead or a client? In real estate, they can be both — and a vendor referral too. Lead status is usually binary — you have them or you don't — instead of reflecting reality where some leads are hot and others have gone cold for months.
And your vendor contacts? They live in phone books and business cards, invisible to the rest of your team.
How it works
Nurture relationships, not pipeline stages.
- Status levels—hot, warm, cold, and stale—reflect reality, so you stop guessing who needs attention today.
- Track roles, assignees, and referral sources instantly so you always know who owns the relationship and where it came from.
- Turn a lead into a client with one click. Full history, notes, and preferences carry over seamlessly.
Give every client the VIP treatment.
- See commissions, documents, tasks, and team assignments directly from the client record.
- When converting from a lead, all notes, calls, and referral sources are preserved. Nothing gets lost in the transition.
- Generate repeat business by converting past clients back into active leads with full historical context intact.
A shared network of trusted professionals.
- Track everyone from contractors and inspectors to lenders and lawyers in one centralized database.
- Team ratings (1-5 stars) ensure you only recommend the best vendors to your clients, avoiding costly mistakes.
- Documents, certifications, and contact info are visible to the entire team, not trapped in someone's phone.
People first. Relationships second.
- One person can be a lead, client, or vendor. Rehomebase tracks the human first, then their business relationships with your firm.
- Built-in tools automatically exclude opted-out contacts from birthday, anniversary, and follow-up reminders. Keep your outreach compliant and welcome.
- Track spouses, linked addresses, birthdays, employers, and custom fields to build deep, meaningful relationships that generate referrals.
People management details
- Custom fields and milestone dates let you track what matters most to your team
- Add notes, @mentions, and #hashtags to any record
- Schedule and log phone calls with outcomes (talked, voicemail, no answer, texted)
- Set repeating calls for regular follow-ups (daily, weekly, monthly, yearly)
- Referral source tracking feeds directly into revenue reports
- Import from Follow Up Boss, Boomtown, Google Contacts, or any CSV
- Export custom lists to CSV or individual contacts to vCard
- "Maintain contact" toggles keep your outreach clean and compliant
- Activity logs show exactly who changed what and when
- Global full-text search across your entire database
Related features
Home Search Site (Early Access)
Prospects who sign up on your website convert to leads with one click. Engagement history carries over.
Contracts
Clients are tied to contracts. Vendors get assigned per deal. The relationship data flows through.
Tasks & Workflows
Apply workflow templates to leads for follow-up sequences and to clients for onboarding.
Commissions
Referral sources per lead and client feed into commission calculations and ROI reports.
Reporting
Phone call reports, referral ROI, and activity tracking across your people database.
Dashboard
Overdue calls, upcoming follow-ups, client birthdays, and closing anniversaries — all on your morning view.
See it for yourself.
Start a 14-day free trial or book a walkthrough with our team.