The problem
Independent agents often have contacts, follow-ups, property-owner lists, and production records spread across spreadsheets, calendars, inboxes, and generic CRMs that do not match their workflow.
Real-estate software
HomeBase CRM
A focused real-estate CRM for solo agents and small offices that keeps the essential relationship and follow-up work together without becoming an oversized enterprise system.
Working productSelf-hostable product in active validation
- Status
- Working product
- Audience
- Solo real-estate agents and small offices
- Portfolio
- Working projects
- Reviewed
- Jul 24, 2026
Current project file
The approach
HomeBase organizes the recurring work around a clean contact record and a practical pipeline, with imports, recoverable records, calendar visibility, and carefully bounded outreach tools.
03
What was built
A focused selection of the work that defines this project at its current status.
- Contact records, pipeline stages, tasks, and follow-ups
- Spreadsheet imports and property-owner lists
- Production summaries and read-only calendar subscriptions
- Draft-and-review outreach and bounded owner-beta assistance
04 · How it works
A plain-language system view
Existing CSV or XLSX records enter through a reviewable import process, become structured contacts, and move through a real-estate-specific pipeline. Tasks, follow-ups, appointments, production summaries, exports, and private calendar subscriptions keep the daily work visible.
05
Safeguards & boundaries
Outreach remains preview-and-confirm rather than autonomous sending.
Beta, AI, billing, campaign, and launch-readiness claims remain limited to the capabilities that are currently implemented and verified.
06 · Current evidence
What supports the status today
Self-hostable product in active validation
- The current application supports CSV and XLSX imports, recoverable records, exports, and private read-only calendar subscriptions.
- Docker and Unraid deployment paths, portable storage, and backup options are documented and production-tested within their stated limits.
Current outcome
A working self-hostable product and the most extensive standalone software project in the portfolio.
Next step
Continue validating the product with real workflows while keeping deployment, beta, and outreach boundaries explicit.
Supporting technology
- Docker
- Unraid
- PostgreSQL
- Stripe
- Brevo
- Ollama
Available next step