Estateflow is the operating system for a real-estate marketing agency and the developers it sells for. It reads the CRM a client already runs, measures the sales operation against the standard the agency has agreed to enforce, and gives the agency one place to run its own delivery.
It is in active development and I am building it end to end: the API, the web application, the mobile client, and the integrations that connect it to the tools sales teams already have open.
Reading the CRM a client already runs
Nobody is asked to move CRMs or re-enter anything. Estateflow connects to a client’s HubSpot portal, holds those credentials encrypted and scoped to that client alone, and mirrors the deals, contacts, activity, tasks, and conversations it needs.
On top of that copy it runs diagnostics: how cohorts are actually converting, which profile is really buying, and where the data itself has gone wrong. Those findings are the argument the agency takes into a meeting.
The pipeline and the standard it is held to
The agency sells an operating standard, not just leads: a defined pipeline, response times a lead is owed, and a rhythm the sales team is meant to keep. Estateflow makes that standard something the software checks rather than something a manager remembers.
A stage a deal cannot legitimately be in, a lead nobody answered in time, a week where the rhythm slipped — these surface as findings rather than as a feeling that something is off.
Getting the lead to a person
Measuring response time is only useful if a lead reaches someone who can respond. That is what the lead router does: it assigns new records to agents who are on shift, and it installs into the client’s HubSpot portal so the team stays in the CRM they already use.
Inbound calls route the same way, so a phone call and a form fill are treated as the same kind of event.
Reporting someone will actually open
Reports are built for the two conversations that keep happening: the one with the developer about whether the money is working, and the one with the sales team about how the week went. Stage distribution, setter response times, and the ability to drill from a number into the records behind it.
And the agency’s own operation
The other half is the layer the agency runs itself on: projects, the people working them, intake, work items, and the assets a campaign needs. It exists so project state lives somewhere other than the founder’s head. Clients never see it.
There is a mobile client for the parts of that work that do not happen at a desk.
