Real estate CRM, website and follow-up: the tools ClearPath agents get.
A real estate CRM is only worth its fee if someone built the pipelines, wrote the sequences and checks that you use it. At ClearPath that work was done before the first agent joined: a GoHighLevel-based CRM with automated text and email follow-up, pre-written sequences, an agent page on this site that feeds your own pipeline, and a broker who reads the dashboard. This page explains what each piece does and what it costs you.
Updated October 2026
What is a real estate CRM, and why does a new agent need one on day one?
A CRM — customer relationship management software — is the database of every person who might buy or sell with you, plus the automation that keeps in touch with them when you cannot. For a new agent it does the job nobody has time to do in month one: it answers the web lead at 11 p.m., sends the second and third message when you forgot, and reminds you which of the forty people you told about your license has not heard from you in a month.
The difference between a CRM that produces closings and one that produces a monthly fee is whether it was set up. An empty CRM with a login is a fee. A CRM with pipelines, tagged contacts, written sequences and a broker who checks it is a system. The second one is what is described below.
What is in the ClearPath pipeline? Real estate workflow automation, stage by stage
The brokerage runs on GoHighLevel, configured for real estate before launch. A lead enters from this site’s forms, from a portal, from a sign call or from your own phone; the pipeline assigns it to you, sends the first text and email automatically, tags the source, and moves the contact through stages as you work it. Every stage has a written next step, and the broker can see the whole board — which is how a pipeline review happens without you preparing a report.
| Stage | What the system does | What you do |
|---|---|---|
| New lead | Assigns it to you, tags the source, sends the first text and email automatically | Call within the hour |
| Contacted | Runs the follow-up sequence; logs replies and calls | Qualify: timeline, area, budget, pre-approval |
| Nurture | Periodic check-ins and neighborhood content until the lead is ready | Add value; do not chase |
| Active buyer or seller | Reminders for showings, the buyer agreement, the listing paperwork | Tour, list, negotiate |
| Under contract | Deadline reminders: inspection period, financing, closing | Manage the contract with the broker |
| Closed / past client | Anniversary and market-update touches | Ask for the referral |
| Cost to the agent | discussed in your first call | Confirmed in writing before you sign |
Stages and automations are the pipeline as configured; the cost row is confirmed in writing by the broker on your first call.
Real estate follow-up email templates and marketing automation, already written
The sequences are already written: the first-response text, the follow-up emails, the check-ins for a lead who went quiet, the past-client touches. You edit them in your voice; you do not start from a blank screen at 9 p.m. Because the site is bilingual and the market is, the Spanish side of the site feeds the same pipeline — a lead who filled in a Spanish page arrives marked as such, so you know the language before you call.
What the templates are not: a substitute for the call. The automation buys you the first minutes; the closing comes from picking up the phone.
Your agent website on myclearpathrealty.com
Every ClearPath agent can have a page on this site: your bio, the areas and languages you serve, Person schema so search engines connect you to the brokerage, and a lead form that lands in your pipeline. The site around it is built to rank — 28 neighborhood guides, 20 community pages, 18 buyer and seller guides, 5 calculators, all in English and Spanish — so the traffic that reads a Doral guide and fills in the form is a lead for an agent, not for a portal.
You do not pay a website fee for it, and you do not maintain it. If you later want your own domain, the page still links to it.
How do agents generate leads here?
Four sources, in the order they usually produce: your sphere, loaded into the CRM in week one; open houses and showings, where a buyer without an agent meets one; the site’s neighborhood and community pages, which rank for the searches Miami buyers actually type; and paid leads, once you convert well enough to pay for them. The CRM treats all four the same way — first message in minutes, a sequence behind it, a stage for the broker to see.
We do not publish lead counts or conversion rates, because the honest number depends on you. What we will show you on the first call is the pipeline itself.
Transaction management and compliance
The CRM is also where the paperwork lives: the buyer-representation agreement before the first showing, the seller’s disclosure, the AS IS contract with its inspection and financing periods, and the closing checklist. Florida gives a transaction broker specific duties — the one quoted here is the disclosure duty — and a system that keeps the documents in order is how a new agent meets them without a compliance officer. Errors-and-omissions coverage sits behind all of it; who carries it and what the deductible is are in your agreement.
“Disclosing all known facts that materially affect the value of residential real property and are not readily observable to the buyer”
Everything on this side of the site
The rest of what we publish for agents — terms, training, the licence route, and the guides we wrote because people kept asking.
- Best brokerage for new agents in Miami
- How real estate agents get paid: splits, caps and fees
- Real estate brokerages for new agents
- Real estate CRM, website and follow-up tools You are here
- Real estate coaching and mentorship
- Part-time real estate agent in Florida
- Real estate referral agent in Florida
Questions about the tools
What is a CRM in real estate?
The database of every contact who might buy, sell or refer, plus the automation that keeps in touch: first-response texts and emails, follow-up sequences, reminders and pipeline stages. In real estate it matters because leads decide in minutes and agents are in showings; the CRM answers while you drive.
What is the best CRM for real estate?
The one that is set up. Feature lists matter less than whether the pipelines, sequences and tags exist and someone reviews the board. ClearPath runs on GoHighLevel configured for real estate before an agent joins; the setup, not the brand, is what produces closings.
How to get real estate leads?
Sphere first, loaded into the CRM in week one. Then open houses and showings, then a brokerage site that ranks for the neighborhoods you work, then paid leads once you can convert them. Whatever the source, a first message in the first minutes is what turns a lead into an appointment.
How to generate real estate leads?
By being findable and answering fast. Your agent page on this site sits inside 28 neighborhood guides and 20 community pages that rank for Miami-Dade searches; the form on it lands in your pipeline; the sequence answers before you can. The rest is the phone.
Do real estate agents need a website?
They need a page that ranks and a form that reaches them; they do not need to build or pay for one alone. Every ClearPath agent can have a page on myclearpathrealty.com with Person schema, the areas and languages served, and a lead form tied to their pipeline. Your own domain can link to it later.
How do real estate agents get paid?
From the commission on a closed sale, paid to the broker and split with the agent under the independent-contractor agreement, minus the fees it lists. The commission page follows one closing from the title company to the agent’s account.
See the pipeline before you decide
On the first call the broker shares the actual board — stages, sequences, an agent page — and the agreement that lists what it costs. Nothing to sign on the call.
Already part of ClearPath? Request your agent page →