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Sales pipeline intelligence for real estate

See Every Opportunity.
Make Every Move Count.

Lotic isn't another CRM or lead list. It's the intelligence layer that reads everything already in your pipeline, so you always know where deals stand, where they're slipping, and exactly what to do next.

No credit card required · Free plan available · Built for agents & teams

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Pipeline Snapshot

Your sales pipeline at a glance. Here's what matters most right now.

Total Pipeline
$2.4M
6 deals+12%
Active Deals
$1.6M
4 deals+8%
Avg Deal Size
$530K
per close+12%
Conversion Rate
28%
lead to close+6%
Biggest Priority
Follow up on 3 warm leads
View leads
Needs Attention
2 deals stalled 14+ days
View deals
What's Working
High listing conversion rate
See details
Recommended Next Step
Focus on new lead generation
Create plan
The real problem

Most agents don't lose deals because they're bad at sales.

They lose them because the pipeline lives in too many places: a CRM, a spreadsheet, a notebook, their memory. Warm leads go cold. Deals stall without anyone noticing. The next best move isn't obvious until it's too late.

Leads slip through the cracks when follow-up isn’t systematic.
Deals stall for days before anyone realizes they’ve gone quiet.
It’s hard to see which stage is actually holding you back.
Real estate agent reviewing her pipeline
The reality agents face

The problem was never a lack of leads.

It's that the information is scattered across too many tools to make sense of. Here's what quietly costs agents deals every month.

Speed to lead is one of the strongest predictors of conversion, yet most new leads wait hours for a first response.

The majority of sales take several follow-ups to close, but most agents stop after just one or two.

Most agents run their pipeline across a CRM, a spreadsheet, and their memory, so context quietly gets lost.

Deals rarely die loudly. They go quiet, stall, and slip off the radar before anyone notices.

More leads rarely fix a pipeline problem. Clarity on the leads you already have usually does.

The agents who win consistently aren’t working more leads. They’re working the right ones at the right time.

Meet Lotic

The intelligence layer for your sales pipeline.

Lotic connects the dots across your leads, deals, and activity, then translates them into plain-English insight. Less guesswork. More clarity on what actually moves your business forward.

Lotic is not a CRM

Your tools hold the information. Lotic helps you understand what it means, and what to do next.

It's not another CRM or lead database. Lotic works alongside the tools you already use, reading your leads and deals so the fragmented pieces finally add up to one clear picture, and one clear next move.

See everything clearly

Every lead and deal in one live view, organized by stage, value, and momentum, so nothing hides in a spreadsheet.

Understand what’s happening

Lotic reads your pipeline like an analyst would: where deals leak, which stage is slow, what’s working well.

Know your next best move

Instead of a wall of data, you get a short, prioritized list of what to do next to protect and grow revenue.

Your whole pipeline, one view

From first lead to closed deal.

Watch every deal move through your stages, and see exactly where momentum is being lost.

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Your Sales Pipeline

A visual map of your complete sales process.

Lead
124
-12%
Contact
89
+6%
Qualified
54
+15%
Proposal
28
+6%
Close
12
+10%
Stage Breakdown
Lead
100%
Contact
72%
Qualified
44%
Proposal
23%
Close
10%
Key Insights
Largest drop-off between Contact and Qualified (38%)
Fastest-moving stage: Qualified to Proposal (7 days)
Opportunity: improve lead follow-up process
What you get

Clarity you can act on.

Always know your next best move

Lotic's Pipeline Compass looks at your entire pipeline and surfaces the single most valuable thing to do right now, like following up with the three warm leads that have gone quiet.

Explore the product
Pipeline Compass

Everything you already use, pointing the same direction.

Scattered across your tools
Follow Up Boss
CRM
Spreadsheets
Deal list
Email threads
Conversations
Texts & DMs
Replies
Your next best move
Follow up with 3 warm leads today

They went quiet after replying last week. Reaching out now keeps them from drifting to another agent.

See the leads Why this move

Lotic pulls the scattered pieces together and points you to the one action that matters most right now.

Available now

Meet Alfred, your pipeline co-pilot

Alfred is Lotic's AI co-pilot. Ask about your pipeline in plain language and get a straight answer, or let him walk you through a full diagnosis of your sales system, free.

Try a free pipeline diagnosis
Alfred
Your pipeline co-pilot
Online

Where am I losing deals right now?

Right now your biggest leak is follow-up. Three warm leads from last week haven't heard back in over 24 hours. Want me to line them up so you can reach out first?

Show me the leadsDraft the messagesNot now
Ask Alfred anything about your pipeline...
Who it's for

Built for how real estate actually works.

Solo agents

Solo agents

Run a professional pipeline without a full-time ops person. Lotic keeps you on top of every lead.

Growing teams

Growing teams

Give everyone one shared view of the pipeline, so no deal depends on a single person’s memory.

Brokerages

Brokerages

Bring consistency across agents: the same clarity, the same follow-through, the same standard.

Integrations

Works with the tools you already use.

Lotic sits alongside your CRM, it doesn't replace it. Your live pipeline stays reflected automatically, with nothing to re-enter.

Follow Up Boss Connected · Live

Connect your Follow Up Boss account and Lotic reads your live pipeline instantly. No exports, no manual entry. Your leads, deals, and activity flow straight into your intelligence layer.

More rolling out

Spreadsheet import
Available now
Stalled-deal alerts
Available now
kvCORE
In development
Lofty
In development
Team pipelines
In development
Sierra Interactive
Planned
Trends over time
Planned
Simple pricing

Start free. Upgrade when it pays for itself.

Free

$0forever

See your pipeline and run a free diagnosis.

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Launch pricing

Lotic

$49$39/month

Full pipeline intelligence, Compass, and Alfred.

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Talk to us

For teams and brokerages that need more.

Talk to Lotic
Questions

Good to know.

Because your CRM stores information, it doesn’t interpret it. Lotic reads what’s already in your pipeline and tells you where deals are slipping and what to do next. Most agents realize within one diagnosis how much their pipeline was quietly hiding.

Alfred, your pipeline co-pilot, walks you through a few plain-language questions, then hands back a clear read of your pipeline: your biggest revenue leak, your strongest advantage, and a prioritized list of next moves. It takes minutes and it’s free, so there’s no reason not to see yours.

Yes. Follow Up Boss is connected and live today, so your real pipeline flows straight in with nothing to re-enter. More integrations are rolling out, and you can start with a free diagnosis right now regardless of what you use.

Especially for solo agents. Lotic gives you the operational clarity a full-time ops person would, without the overhead, so nothing slips while you’re busy selling. Growing teams and brokerages get the same clarity across everyone.

Nothing to start. There’s a free plan and a free diagnosis, so you can see your pipeline’s hidden opportunity before you pay anything. The full Lotic plan is $39/month during launch (regularly $49) when you’re ready for more.

See what your pipeline is telling you.

Start free in minutes. Get a clear view of your sales, a diagnosis of where deals leak, and your next best move.

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