Your next deal is already
in your contacts.
AI that reactivates cold past clients and keeps warm ones warm — over SMS, email, and (opt-in) voice.
- Maria ChenHotJob change → Charlotte
- Trey WalkerWarmEquity +$112k YoY
- Devi PatelHotRefi inquiry detected
- Jordan SmithCold17 mo no contact
- Aaron LiuWarm5-yr anniversary
- Kim FosterHotListing views ×4
Charlotte! Big move — congrats. Quick q: are you thinking sell first then buy, or carry both for a stretch? Your equity's in a great spot either way. Happy to map it out.
You spent years earning these clients.
Now they're on someone else's drip.
The five-minute habit Chris Heller talks about works — until you have 200 past clients. Then it's not a habit, it's a second job you don't do.
Each one is worth more than any cold lead you'll ever buy. They'll move again. They'll refer their sister. They'll text someone else's agent because that agent showed up first. PastClient makes sure that someone is you.
Two states. One queue.
Zero busywork.
Every past client is either cold or warm. PastClient runs the right sequence for each, and moves them between states based on real signals.
- 01
Connect your CRM
Follow Up Boss, Lofty, or CSV upload. ~5 minutes via OAuth.
- 02
We enrich every past client
Equity, tenure, job changes, market signals — refreshed on a cadence.
- 03
AI drafts the right message
At the right time, in your voice. You approve before anything sends.
- 04
Replies show up in your inbox
Live conversations land where you already work — SMS, email, voice.
Reactivation
A contextual opener — referencing real life events, market shifts, or home equity gains. Not “just checking in.”
“Maria, Charlotte! Big move — congrats. Your equity's in a great spot.”
14mo silent · job change detected
Retention
Anniversary notes, market updates that actually matter to their address, equity milestones. Never spammy, never the same message twice.
“Trey — your zip just hit a 3-yr low on inventory. Worth a 5-min look.”
warm · monthly cadence
3 of your past clients
are showing buying signals
this month.
The dashboard surfaces who's warming up — and tells you exactly why — so you can call the ones that matter.
The AI knows what's actually happening with each past client.
Meet your past clients
where they actually are.
One context. One memory. One opt-out. Every channel knows what the others said — so your past clients never get the same message twice.
SMS
Sent from your dedicated 10DLC number.
One-to-one personalization, not blasts.
Inventory in 28203 just hit a 3-year low. Your home is now sitting at roughly $112k more equity than the day you closed. No agenda — just a heads up in case you've been wondering.
AI Voice
Optional. Runs only on contacts who’ve given written consent.
“Hi Aaron, this is an AI assistant calling on behalf of Scott Molluso — just a quick check-in for your 5-year anniversary in the home. Got 30 seconds?”
Plugs into your CRM.
Doesn't replace it.
PastClient is a layer on top of the CRM you already use. We pull your closed transactions in, run the engagement engine, and push every touch back so your CRM stays the source of truth.
One re-engaged client
pays for the year.
No contract. No setup fee. Cancel anytime.
Solo
For agents with 10–100 past clients.
- Up to 100 past clients
- SMS + email included
- 500 outbound touches / month
- AI voice add-on (opt-in)
- Pipeline view + buying signals
- CRM sync (FUB + Lofty + CSV)
Pro
For top producers with deeper books.
- Up to 1,000 past clients
- Everything in Solo
- 2,000 outbound touches / month
- AI voice included (200 min)
- Life-event triggers (job, equity, market)
- Custom voice + brand controls
- Priority support
Team
Teams & brokerages. Declining seat pricing $39 / $29 / $19.
- Declining seat tiers — $39 / $29 / $19
- $499/mo platform minimum
- Shared past-client database
- Team pipeline + leaderboard
- Brokerage compliance dashboard
- A2P 10DLC managed per agent
- Dedicated success manager
⅓ the cost of an ISA · 10× the touches · No contract
Real estate texting laws are no joke.
Neither is ours.
TCPA, A2P 10DLC, CAN-SPAM, two-party consent, AI disclosure, the April 2025 opt-out rule — it's a minefield. We handle it so one wrong message doesn't cost you your license.
AI calls run only on past clients who’ve given prior express written consent. EBR doesn’t cover AI voice — and we don’t pretend it does.
Each agent gets their own brand and campaign — never shared. Carrier deliverability stays clean.
The federal Do-Not-Call list is re-scrubbed against your past-client base on a 31-day cadence. EBR is not a DNC exemption.
When a past client opts out of one channel, the revocation propagates across SMS, email, and voice within the FCC’s 10-business-day window.
CA AB 2905, plus all-party recording disclosure in CA / FL / WA / OR / MA, applied per call automatically.
Channel, consent state, disclosure version, and approver are stamped on every outbound message — exportable for your broker.
The first 100 agents
get founding pricing for life.
Drop your email. Within 7 days we'll show you a live PastClient demo running on a sample of your sphere.