If you can text a person, you can use Backline. Luna remembers your leads, stays on top of follow-up, summarizes calls, creates reminders, updates the CRM, and keeps your pipeline moving in the background. The dashboard is there when you want it. Luna handles it when you don't.
Forms, portals, email, calls, referrals, old contacts - the opportunity is real, but the context gets scattered before you can act on it.
You remember the important thing while driving, showing a house, or half-asleep at midnight. By the time you reach the CRM, the moment is gone.
A lead tells you their timeline, objections, budget, and next step. Unless you write it down right away, your CRM never learns what happened.
Backline gives agents a CRM, a textable AI assistant, and automation that keeps follow-up moving without hiding the important decisions from you.
New leads, notes, stages, sources, contact history, and next actions stay organized in one agent-focused real estate pipeline.
Luna can help write, send, and respond to follow-ups with guardrails, consent-aware messaging, and a record of what happened.
After calls, Backline can transcribe the conversation, summarize it, capture useful details, and text you what Luna did next.
Public booking links, Google Calendar sync, follow-up items, and "text me later" reminders help keep the day from leaking through your fingers.
Generate seller prospects from your farm area, review property details, and ask Luna to help prepare CMA-style analysis when you need it.
Backline is still moving quickly. The cleanest first step is a short demo so we can match the setup to your actual lead flow.
A focused setup for agents who want Luna as their command center.
For agents who want Luna actively helping with follow-up.
A hands-on setup for agents who want workflows built around them.
We look at where your leads come from, how you follow up, what needs consent, and what should happen when someone replies or calls.
Luna starts with the useful work: reminders, summaries, notes, lead updates, safe follow-up, and review items when a human should decide.
Ask what needs attention, create reminders, update leads, schedule follow-ups, and keep moving even when you are away from the dashboard.
We can walk through the CRM, text Luna, review call summaries, create reminders, and talk through how voice control will fit into the product next.
Book a Demo