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SB Help Group
Built for Real Estate

The CRM + predictive dialer for real estate teams.

Work new inquiries, sphere contacts, open-house follow-up, and longer nurture from one calling and communication workspace.

✓ CRM + dialer together✓ Direct founder onboarding✓ Consent context built in
S STRATON / REAL ESTATE
WORKSPACE READY
Priority queue
Next best actionCalling workspace
01
New buyer inquiryNew lead · review now
READY
02
Open-house follow-upNext action assigned
QUEUED
03
Seller nurtureFollow-up queue
QUEUED
Dialer
Ready
Contact record + script in view
⌕●⋯

The work is not the problem.
The handoffs are.

Real Estate teams do not need another disconnected tab. They need a system that makes the next call, next message, and next decision obvious.

01 / FRICTION

Portal leads age by the minute

A new inquiry without immediate ownership quickly becomes another stale notification.

02 / FRICTION

Long nurture lives in memory

Buyers and sellers may be months away, but their timing and context still matter.

03 / FRICTION

Open-house lists rarely become a system

Names get collected, then follow-up varies by the agent who owns the sheet.

04 / FRICTION

Calls and messages lose the story

Without one timeline, every handoff starts with a recap instead of a next step.

One connected motion

From first signal to the next right action.

Straton brings capture, calling, follow-up, reporting, and consent context into the same operator workspace.

01

Capture and tag intent

Bring in web, portal, referral, sphere, and event contacts with source and buyer-or-seller context.

02

Route for fast response

Assign the right agent and call from the CRM while the inquiry is still active.

03

Nurture around timing

Coordinate call, SMS, email, and tasks for near-term opportunities and long-horizon relationships.

04

Keep the relationship visible

Store notes, dispositions, stages, consent context, and next actions on one contact timeline.

Configured around real estate, not a generic demo account.

Start with the workflow your team already uses, then remove the gaps that slow response and hide ownership.

Speed-to-lead queue

Surface fresh inquiries and make ownership obvious.

Buyer + seller pipelines

Configure separate stages and follow-up without splitting the contact database.

Open-house follow-up

Turn event lists into assigned calls, texts, and next actions.

Sphere reactivation

Create focused outreach lists from existing relationships and dormant conversations.

Agent activity reporting

Personalize views around attempts, connects, outcomes, and stage movement.

Consent-aware communication

Keep source context and outreach permissions connected to the lead record.

The one real client story
“
Our experience with them has been excellent from the very beginning. The dialer itself is incredibly powerful, and the comprehensive reporting system is one of its strongest features.

April also highlights personalized reports, patient explanations, and support that continued after her independent sales team went live.

April RoseSBC Telemarketing Manager — Independent sales team
Founding-customer advantage: direct access to the builder, white-glove workflow mapping, and hands-on launch support.
Real Estate FAQ

Questions worth asking before you switch.

Yes. Pipelines, tags, fields, owners, and sequences can reflect different intents while keeping one contact history.

Yes. Contacts can be imported, tagged to the event, assigned, and placed into an approved follow-up workflow.

No. Straton is the CRM, calling, messaging, and follow-up layer. It does not replace listing access or brokerage systems.

Yes. Tasks and message sequences can keep the next appropriate touch visible without forcing every contact into the same cadence.

Founding customers receive direct access to the builder for import, pipeline, assignment, and reporting setup.

Bring the messy version.
We’ll map the better one.

Show us how leads arrive, who calls, what follow-up looks like, and where the handoff breaks for your real estate team.

Book your Real Estate walkthrough →

Let’s map your sales system.

Tell us about your business, your current tools, and what you want to improve. We’ll tailor the walkthrough to your workflow.

Prefer to talk? (833) 699-7051
dhanna@sbhelpgroup.com