Your referral business
runs on relationships.
Clientaro surfaces the right clients at the right time — birthdays, home anniversaries, life events — so you're always the agent they remember.
No credit card required · Cancel anytime
Features
Built for how real estate
actually works.
Every feature exists because a real estate professional needed it — not because a software team thought it sounded good.
Daily Five
Every morning, see the 5 clients you should contact today — based on life events, deal stages, and how long since you last connected.
Pipeline Board
Drag-and-drop deal tracking from first contact to closed. See every active deal and what stage it's in — at a glance.
AI Memory Cards
Each contact gets an AI-generated profile — hobbies, family details, milestones — so you walk into every conversation fully prepared.
Households & Properties
Link clients to their household, family members, pets, and properties. See the full picture of every family you serve.
Referral Radar
Track who referred whom. Know your best referral sources and automatically follow up to keep that pipeline flowing.
Smart Automations
Set rules once — Clientaro automatically reminds you when a client's anniversary is near, when it's been too long, or when a deal closes.
Inside Clientaro
Every screen is built for the next conversation.
Not another database. A daily system that tells you who to call, why, and what to say — built from the ground up for agents who lead with relationships.
Start every day with the five people who matter most.
Your AI-ranked Daily Target surfaces the clients most likely to close, refer, or drift — with the exact reason you should reach out.
See every deal — and exactly what to do next.
A drag-and-drop kanban built for real-estate stages: Lead, Consultation, Listing Signed, On Market, Under Contract, Closed. Every card shows last-contact context so no deal goes cold.
AI Memory remembers what you can’t.
Every contact gets an always-on AI summary, engagement score, relationship map, active deals, and a full activity timeline — so every call starts with context.
Follow-ups that tell you why — not just what.
Every task carries the reason it exists: "conditions deadline approaching," "4-year anniversary," "quarterly nurture cadence." Never send another awkward check-in.
Track families, not just contacts.
Group spouses, partners, kids, and roommates into a single household. One move, one closing, one referral tree — all connected automatically.
Equity is the #1 reason past clients re-list.
Clientaro tracks purchase price vs. estimated value for every past client — so you see equity growth coming before they do, and reach out when they’re ready to move.
Why we built this
“Real estate is a relationship business. We built Clientaro because no existing tool treated it that way.”
Built on relationships, not transactions
Most CRMs are built for sales teams pushing product. We built Clientaro for professionals who win business by genuinely knowing their clients.
Your data is yours, always
Export your contacts, deals, and history at any time — no lock-in, no ransom. We earn your business every month.
Simple enough to actually use
The best CRM is the one you open every day. We obsess over removing friction so the tool works for you, not the other way around.
Early Access
Be among the first.
Clientaro is new. That means you'll get direct access to the team, influence the roadmap, and lock in founding-member pricing.
Pricing
Simple, transparent pricing.
Start free. No credit card required. Cancel anytime.
Perfect for individual agents just getting started.
- ✓Up to 500 contacts
- ✓Pipeline management
- ✓Daily Five
- ✓Email & task reminders
- ✓Basic reporting
For serious producers who want every edge.
- ✓Unlimited contacts
- ✓AI Memory Cards
- ✓Smart Automations
- ✓Household & property tracking
- ✓Advanced reports & GCI
- ✓Referral radar
- ✓Priority support
For brokerages and high-performing teams.
- ✓Everything in Pro
- ✓Up to 10 team members
- ✓Role-based permissions
- ✓Team performance dashboard
- ✓Shared pipeline views
- ✓Dedicated onboarding
Help us spread the word.
Share Clientaro with your network, leave an honest review, or refer a colleague. In return, we'll lock in 50% off for your entire first year.
Claim your spot →After year one, regular pricing applies.
Your next referral is one relationship away.
Clientaro keeps you top of mind with every client — automatically.
No credit card required · 14-day free trial