1
⌁
Capture leads
Bring inquiries from forms, email, referrals, and other sources into one review queue.
Built for real estate follow-up
Never lose a real estate follow-up again.
NextAccord helps real estate agents turn leads into transactions by showing the next action for every relationship, every day.
- ✓See your next real estate action first, every morning
- ✓Keep leads, contacts, tasks, campaigns, and transactions connected
- ✓Use AI to move follow-up forward without losing control
Today, handle these firstSample view
⌁
Review Riley ReadyNew buyer lead from open house form
Lead☎
Call Maya ThompsonOverdue buyer follow-up
Follow-up✎
Send condo shortlistNext action after showing request
Next action◇
Move Ortiz purchaseBuyer transaction ready for offer stage
Transaction12New leads
18Follow-ups due
6Tasks due today
4Active transactions
The next-action framework
From lead to deal, in four clear steps
NextAccord keeps every relationship moving so opportunities do not disappear into disconnected notes and spreadsheets.
2
◎
Add context
Connect contacts, property interest, notes, ownership, and communication history.
3
✓
Work follow-ups
See what is due today, complete tasks, and schedule the next best action.
4
◇
Move transactions
Carry buyer and seller work through milestones, commission, closing, and post-close follow-up.
Real estate-first by design
Built around follow-up, not generic CRM busywork
Contacts, communication, tasks, campaigns, property context, and transactions stay connected around the work agents actually do.
◎
Real estate contact context
Keep relationship history, property interest, follow-up status, and communication together.
- ✓Contacts, leads, notes, sources, and ownership
- ✓Activities, follow-ups, transactions, and history
- ✓Latest context and next action always visible
- ✓Custom fields for the information that matters
⌁
Lead review before the database
Turn incoming inquiries into owned contacts and first follow-ups without losing source context.
- ✓Capture leads from forms and forwarded notifications
- ✓Review before creating or updating contacts
- ✓Preserve original inquiry and intake history
- ✓Assign ownership and follow-up from the start
✓
A daily next-action list
Start each day with the relationships and transactions that need attention now.
- ✓Overdue, due today, and upcoming follow-ups
- ✓New leads awaiting first contact
- ✓Hot, stale, and high-priority relationships
- ✓Complete one action and schedule the next
◇
Buyer and seller transactions
Keep deal activity connected to people, properties, milestones, tasks, and commission.
- ✓Stages, values, commission, and close dates
- ✓Transaction tasks and relationship context
- ✓Buyer and listing records beside client work
- ✓Continue follow-up after closing
Guided onboarding
Contact CSV import
Core data exports
Activity timelines
Role-based access
AI relationship context
AI that helps move relationships forward
Save time on follow-up work while keeping review, ownership, and final decisions in your hands.
▤
Relationship summaries
Concise summaries of recent activity, open follow-ups, and key opportunities.
◉
Next follow-up suggestions
See the next best action based on the relationship context already in NextAccord.
✉
Email draft assistance
Draft follow-up using lead, contact, task, and transaction context.
▣
Meeting notes to actions
Turn notes into suggested tasks, reminders, updates, and transaction changes.
Simple to adopt, clear to control
Move your follow-up work forward with confidence
✓
Guided setup included
Review your import, connect email and calendar, configure lead capture, and establish your first workflow.
◎
Bring existing contacts
Import contacts and continue where you left off without rebuilding your database.
⇩
Your data stays yours
Export your records when needed, with scope controlled by account role.
Straightforward plans
Full CRM access from the Agent plan onward
Every paid plan includes follow-up, transactions, campaign email, AI assistance, data portability, and guided setup. Capacity scales with the plan.
Agent
$29/month
One user, 250 campaign sends, and 100 AI actions.
Agent Pro
$49/month
More campaign and AI capacity, reporting, templates, and customization.
Team
$149/month
Five users with pooled capacity and shared administration.
Keep every relationship moving.
NextAccord is being prepared for agents and lean teams that want structure without enterprise CRM overhead.