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.
HomeBase CRMReturn to Fat Cat FinanceReal estate relationships, kept practical.
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
HomeBase CRMDashboardWorkspace overview
Today
- Review follow-ups
- Check tasks
- Confirm outreach
Pipeline
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Add contacts or import to get started.Follow-ups
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No follow-ups due right now.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.
A daily system for the work that matters
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.
- Import
Bring existing CSV or XLSX records into a reviewable mapping process.
- Organize
Turn records into contacts and real-estate-specific pipeline stages.
- Follow up
Keep tasks, appointments, and important dates visible.
- Review
Preview and confirm outreach rather than sending autonomously.
PipelineReal-estate stages
StageContactNext step
Prospects
Leads
Active Buyers
Active Listings
Pending Sales
Closed Sales
What the product brings together
- Contacts
- Pipeline stages
- Tasks and follow-ups
- Spreadsheet imports
- Property-owner lists
- Production summaries
- Calendar subscriptions
- Draft-and-review outreach
Built around review, not autopilot
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.
Verified in the current product
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
HomeBase CRMA self-hostable real-estate CRM for contacts, pipelines, follow-ups, imports, and review-first outreach.