Capture
Buyer, seller and general client intake bring structured leads into WAREE.
WAREE CRM + Lead Management
Turn a lead into a client you actually understand.
Capture contact details, qualify buyers, track preferences and activity, and surface the properties that fit — all inside the same WordPress system that manages your listings.
Built for action, not data entry. WAREE keeps the details that matter close to the next decision.
Buyer + Seller IntakeCapture useful context from the beginning.
QualificationSeparate curiosity from real buying intent.
Property MatchingSurface listings that fit the client profile.
Follow-Up ContextKeep activity, notes and next steps together.
A complete client picture
Stop working from scattered notes, inboxes and memory.
WAREE puts client details, buying criteria, representation status, contact preferences, lead source, internal notes and property interests in one place. The result is a CRM that reflects how real estate work actually happens.
01
Know who they are.
Buyer, seller, renter, owner or a combination of roles.
02
Know what they want.
Budget, bedrooms, property type, neighborhood and desired amenities.
03
Know where they stand.
Status, timeline, qualification and recent activity stay visible.
04
Know what fits.
Recommended properties use the profile instead of guesswork.
Property matching
Move from “maybe” to a ranked shortlist.
WAREE can compare client criteria with your current inventory and surface recommended properties with match percentages and the reasons behind the match.
- Budget compatibility
- Bedroom and property-type fit
- Preferred area or neighborhood
- Desired amenities
- Client response tracking
From capture to close
The CRM becomes the connective tissue of WAREE.
Lead capture is only useful when the information continues into qualification, matching, marketing and follow-up.
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Qualify
Record budget, timing, needs and readiness so the opportunity has context.
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Match
Compare client preferences against active inventory and recommended listings.
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Engage
Use activity history, contact preference and property interest to communicate better.
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Follow Up
Give the Follow-Up Agent better context for attention signals and next-step drafts.
CRM + AI Agents
AI is more useful when it knows the client.
WAREE’s agents work from controlled business context rather than a blank prompt. Client preferences, property interest, timeline and activity can inform marketing and follow-up suggestions while WAREE remains the system of record.
Explore the AI Agents →Marketing AgentUses property and client context to prepare reviewable outreach.
Follow-Up AgentSurfaces attention signals and suggests next steps from CRM activity.
Market IntelligenceConnects inventory, demand and activity to broader opportunity signals.
Designed for your business
Your CRM lives on your WordPress site — with your listings and your data.
WAREE is built around ownership. Client records and property workflows are part of the same system you control, rather than being scattered across unrelated SaaS tools.
✓
One client record
Contact, preferences, notes and activity stay together.
✓
One property system
Matches use the inventory already managed in WAREE.
✓
One workflow
CRM information can support marketing and follow-up instead of sitting idle.
WAREE CRM
Know the client. Know the fit. Know what to do next.
Give every lead a clearer path from first contact to property match and follow-up.