United StatesData privacyNever lose a showing note or
client conversation again.
Real estate happens face-to-face. Upmeet captures in-person showings, client calls, and office meetings, then delivers AI summaries with client preferences, decisions, and follow-up actions.
No credit card · Syncs with your calendar · 2-min setup
Trusted by teams at
The meeting challenge for Real Estate
Showings go undocumented
You walk 6 properties with a client, discuss budgets and concerns, then try to remember it all in the car. Details blur together by the third showing.
Client preferences get forgotten
A buyer mentions a home office requirement and transit proximity. Two weeks and 15 clients later, you can't recall who said what.
Follow-ups fall through
After a busy open house or back-to-back showings, the follow-up calls that close deals get delayed or forgotten entirely.
How Real Estate Agents Use Upmeet
In-person showing capture
- Open the Upmeet mobile app before a showing and tap record to capture the full conversation automatically.
- It transcribes the conversation and delivers a structured summary with the client's preferences, concerns, and next steps.
- Everything is captured from your phone, even without a Wi-Fi connection during the showing.
Client follow-up automation
- After every showing or client meeting, Upmeet generates action items with clear ownership and deadlines.
- Never forget to send a comp analysis, schedule the second showing, or follow up on a specific client request.
- Follow-up notes are automatically pushed to your CRM or Google Drive so the whole team stays aligned.
Client history at your fingertips
- Before your next call with a client, search their entire meeting history with Global Chat.
- Ask questions like 'What did the Chen family say about their budget?' and get an instant answer with the source meeting.
- Instantly recall what properties they liked, what their budget is, and what concerns they raised.
See What Upmeet Generates After Every Meeting
Property Showing: 45 Maple Drive (Chen Family)
Showed 3-bedroom detached home in Oakville. Clients loved the layout and backyard but concerned about proximity to highway. Want to see comparable listings in Burlington. Budget firm at $1.2M.
Decisions
- Schedule Burlington showings for next Saturday
- Request seller's property inspection report
- Send comparable sales data for the neighbourhood
Action Items
This is what you get automatically after every meeting
Tools That Work for Real Estate
Upmeet connects with 13+ tools
Frequently Asked Questions
Ready to never lose a client detail again?
Join real estate agents who use Upmeet to capture every showing, follow up faster, and close more deals.
No credit card required · 2-min setup