The First AI Native Real-Estate CRM MyHotSheet

Case Study

Real-estate AI CRM SaaS platform

My Hotsheet is the AI-native CRM that's changing the game for real estate agents and teams. It simplifies your entire business, automatically handling everything from lead tracking to multi-generational referrals and daily tasks — all from one simple dashboard. With My Hotsheet, agents can focus on what matters most: building strong relationships, enhancing productivity, and closing more deals.

COLLABORATION PERIOD: 2024 – 2025

INDUSTRY: Real estate, CRM software

Business goal

My Hotsheet's core business goal is to redefine how real estate agents and teams operate. We aim to move the industry beyond fragmented spreadsheets and disjointed tools by providing an intelligent, AI-native platform that is not just a CRM, but an indispensable partner. It has to be the solution that anticipates their needs, automates the busywork, and transforms a complex pipeline into a clear, predictable path to success.

Product description

My Hotsheet helps real estate agents take complete control of their entire business workflow. The platform makes it simple to track and manage leads, automate daily follow-up tasks, and track multi-generational referrals from a single, intuitive dashboard. Consolidate all of your contacts, deals, and communication in one central place. From your website to Zillow, social media to email, My Hotsheet integrates with over 50 of the most popular lead sources and tools for real estate professionals.

Solutions

Intelligent lead and deal management: We developed an advanced system that not only tracks leads and deals but also uses AI to organise them and suggest the most impactful next steps for the agent. This feature transforms raw data into a clear, actionable pipeline.

Automated communication and Follow-up: We built a system with an automated task manager that syncs with an agent’s email, ensuring no follow-up is missed. This solution frees up valuable time and ensures consistent client communication, a critical component of successful real estate.

Comprehensive referral tracking: We created a first-of-its-kind feature that allows agents to track multi-generational referrals, turning a single lead into a long-term, compounding asset. This provides unparalleled insight into an agent's most valuable relationships and networks.

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Technologies Used

We leverage cutting-edge technologies to deliver robust, scalable, and maintainable solutions

Next.js - 30%

TypeScript - 25%

tRPC - 20%

Prisma - 15%

PostgreSQL - 10%

Why These Technologies?

Our technology stack is carefully chosen to ensure optimal performance, security, and scalability. Each technology serves a specific purpose in creating a robust and maintainable solution that can grow with your business needs.

The Result

As a direct outcome of our development efforts, My Hotsheet has successfully established itself as a leading AI-native CRM platform, now trusted by over 10,000 real estate agents. The platform has quickly emerged as one of the most innovative and user-friendly software solutions in the industry. With the implementation of our solution, My Hotsheet’s user base has seen a significant increase in engagement, leading to an average increase of over 20% in closed deals per agent.

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Ready to Implement?

Let's discuss how our comprehensive solutions can address your specific challenges and drive success for your business. Get in touch with our team by calling +1 (941) 307-9390 or filling out the form.