For real estate agents & property managers — buyers · sellers · owners · tenants · vacation guests · home watch
ClientSpine turns the checklist you already work every day into a live, branded client portal. Check off a task — your client sees the progress instantly and gets a beautiful update in their inbox. Put a due date on one — and whoever owns it, agent or client, gets reminded before it slips. That's it. That's the product.
Built by a working agent & property manager in North Carolina — not a software company guessing at your job.01 — The problem
Ask past clients what stressed them most, and it's rarely the outcome. It's the silence in between.
You're working hard behind the scenes — but your clients can't see any of it. So they wonder. Then they worry. Then they text. Every "any news?" is a small crack in their confidence, and answering each one by hand is hours of your week. ClientSpine closes that gap without adding a single step to your day.
02 — How it works
Buyer under contract, seller pre-listing, owner ready-to-market, tenant move-in and move-out, vacation guest — start from proven templates and make them yours.
Check off tasks as you complete them. Internal steps stay private. Client-facing steps go live the moment you tap them.
Progress updates, milestone celebrations, and key-date reminders arrive in their inbox (and by text, if they opt in) under your brand.
03 — What your clients see
Every stage and milestone, filling in as you work. No login, no password — one secure tap from any update.
Due diligence, closing, move-out — big friendly numbers, with automatic reminders at 7 days and 48 hours.
Lender, attorney, inspector, vendors — one living contact card, so "who do I call?" never gets texted to you.
Property owners see leads, showings, and applications — plus a Monday-morning report that answers questions before they're asked.
Your five-star reviews live inside every portal, and review requests fire at the moments clients are happiest.
A warm, zero-pressure invitation to introduce friends — pushed straight into your CRM as a new lead.
Benefit packages, welcome guides, checklists — mark a task with an attachment and the PDF rides along with the notification email. Delivered, every time.
Upload any document you want your client to have — lease, move-in guide, benefit package, welcome packet — and it sits in their portal, ready to open or download whenever they need it. You always know when it's been read.
The tenant move-in journey runs the whole arc in one portal — lease sent and signed, renter's benefits active, move-in day checklists, settle-in check-ins — with the move-in date quietly arming the 90-day inspection request.
Set the lease-end date once. Ninety days out, your tenant gets a warm renewal note — with a gentle "thinking of buying?" path built in — and the lease-end countdown keeps the conversation from sneaking up on anyone.
Put a due date on any task — or anchor it to a key date ("3 days before closing") so everything slides automatically when closing moves. Reminders email whoever owns the task, agent or client, and overdue turns red in both views.
Every agent shares the dashboard, every completion is attributed by name, and watcher accounts give brokers and admins an eyes-on, hands-off view of everything.
Clients pause updates with one toggle whenever life gets busy. You get a heads-up email, nothing sends until they're ready or an optional auto-resume date passes — and their portal still fills in as you work.
Add your go-to lenders, inspectors, and stagers once in Settings — every buyer or seller portal loads them automatically, with your website link and custom review link attached.
Plumbers, lenders, inspectors, co-agents — when a job goes well, one tap sends them a warm email and text with your review link. Nobody gets asked twice within 90 days, and your dashboard tracks who left a review so you can follow up. How it works: add the person once as a dashboard-only contact, tap the review button next to their name, and the ask goes out with your link attached — the guided agent tour shows you both screens.
Add the co-agents, transaction coordinators, and referring agents you work with as dashboard-only contacts. They never appear in your client's portal, and one tap asks any of them — or your own TCs and watchers — to leave you a review.
Every team that starts ClientSpine on an annual plan through your unique link earns you $20 in subscription credit — no cap, no paperwork. Signups attach to your code automatically, it credits you for every annual account (not just the first), and an email lands the moment each $20 does. Ten referrals is $200 off your invoice. How it works: copy your link from the dashboard, share it wherever you like, and signups attach automatically — no code to paste, and the guided agent tour points you straight to it.
The portal installs to a phone's home screen in two taps — full screen, no app store. A QR code rides along in every welcome email, and the prompt keeps showing on desktop and mobile until the portal is installed, so clients save it without thinking about it.
Every notification opens in an editor first — tweak the subject, soften the wording, add a personal line, then send. The automation drafts it; you keep the voice.
One click walks your team through the dashboard — and walks your clients through their own portal: progress, calculators, quick links, and texting opt-in. No tutorial video to maintain, because it's built in. Now it also steps your agents through Ask for reviews and Refer & earn — $20, so new team members learn both workflows in minutes.
Log every offer — price, closing date, due-diligence days, financing, earnest money — and your seller's portal turns it into a comparison with the highest price and earliest closing highlighted.
Drop a lease or settlement statement into the scanner — it reads the values in memory, you approve every field, and key dates and details land in the portal. The file itself is never stored.
Booking confirmation to check-in to rebooking: guests get check-in kits, house rules, WiFi, and a local guide in their own branded portal — and the review & rebooking ask comes on the way out.
04 — White-label
Clients never see "ClientSpine." They see yourbrokerage.clientspine.com, your logo, your colors, and messages written the way you talk. To them, you built this.
05 — Who it's for
Buyer and seller journeys with milestone celebrations, date reminders, and a review ask timed for closing-day joy. Fewer status calls, more five-star mentions of your communication.
Owner portals with make-ready progress and Monday showing reports. Tenant move-in and move-out journeys with benefit-package delivery and automated renewal nudges. Home watch portals that ping owners the moment each inspection report is filed. Vacation rental hosts run guest journeys the same way — booking to check-out to rebooking, with the check-in kit emailed automatically. Everyone in the loop, no one chasing you.
06 — See it live
You're the agent. Pick any of the nine journeys, check off tasks, spot the due-date chips (one's overdue — it's red), send a referral, flip the pause switch in Notification preferences, or tap "View as admin." Everything below is the real sandbox.
07 — Free beta
We're letting a small group of agents and property managers use ClientSpine at no cost while we finish building it out. Nothing to pay, no credit card — just real feedback in exchange for real access. The first 100 accounts to sign up lock in founding-member pricing for life, before it opens to anyone else. Beta testers are first in line.
How billing starts: paid plans begin Dec 17, 2026. From there you get a 14-day free trial before you're ever charged — unless you'd already been in the beta for 14 days or more by then, in which case you simply start on Dec 17. Either way there's no contract: cancel in one click, anytime.
When founding pricing opens: Dec 17–22, 2026 — beta testers get their founding code by email and redeem it first. Dec 23, 2026 — founding pricing opens to everyone; codes go out to the public too, first 100 accounts in.
How to redeem: pick a plan, and on the Stripe checkout page enter your founding code where it says "promo code" — the founding price shows before you pay. No code yet? Sign up below and we'll send yours the moment your window opens.
By joining, you agree to our Terms of Service and Privacy Policy.
08 — Pricing
For individual agents who want every client raving about communication.
For teams and top producers who want the full white-label experience.
For property managers who don't need buyer & seller journeys — just delighted owners.
On Solo or Team? Add the full property-management side — owner, tenant & home watch portals, Monday reports, and automated renewal nudges — for +$29/mo (regularly +$39). On the Property Management plan? Add buyer & seller journeys for the same. Start from the side of the business you live in — add the other whenever you're ready.
Give every agent in your office the full Team experience — unlimited client portals, texting, your brokerage's branding across all of them — plus each agent gets 1 transaction coordinator and 2 watchers. Leadership gets an office admin view, and we handle launch training for your whole roster. Clients raving about communication is a listing-appointment advantage and a recruiting pitch.
Managing hundreds of doors? Every owner and every tenant gets their own portal — onboarding, renewals, move-outs, Monday reports, and both automations running across your entire portfolio. Unlimited team seats, texting and your custom domain included, plus white-glove data import from your PM software. 400 portals runs about $300/month — less than you spend on lockboxes.
One account, one dashboard, several brands — each with its own name, logo, colors, and portal domain. Your first brand is included. Every additional brand carries a $50 one-time setup fee — 2 brands total is $50, 3 brands is $100, and so on. That fee gets each extra brand fully set up: branding, colors, logo, domain, and portal templates, ready to assign properties to.
Annual billing saves two months. Prices shown are founding-member rates for the first 100 accounts and never increase for as long as you stay. Founding pricing is limited to the first 100 accounts: beta testers receive a Stripe code to claim it first, Dec 17–22, 2026; on Dec 23, 2026, everyone who signed up for updates receives their code too, while spots last. No contracts — cancel anytime, and your clients' portals export with you. Multi-brand accounts add a one-time $50 setup fee per additional brand beyond the first; your first brand's setup is included in your plan.
Dec 17–22, 2026 — founding pricing is live for beta testers first. Your founding code arrives by email and you redeem it before anyone else. Dec 23, 2026 — founding pricing opens to everyone; codes go out to the public too. Either way, spots are limited to the first 100 accounts, and every founding price above is locked for life once you claim it.
To redeem, pick a plan and enter your founding code at Stripe checkout (where it says "promo code") — the founding price appears before you pay. No code yet? Join the free beta and yours arrives first, on Dec 17. Full details on the founding pricing page.
09 — Early access
We're onboarding the first 100 agents and property managers who care about client experience as much as we do. Founding members get white-glove setup, direct input on the roadmap, and founding-member pricing locked in for life.
By joining, you agree to our Terms of Service and Privacy Policy.
Prefer to just say hi? Email [email protected].
10 — Stay in the loop
We'll send you a note when we launch new features, integrations, and pricing plans. No spam — just the good stuff, a few times a year at most.
11 — Questions
No. They tap a secure link from any update and they're in — no passwords, ever. On phones, the portal installs to their home screen in two taps and works just like an app.
Yes — every portal has a pause switch. Pausing stops emails and texts instantly, sends you a heads-up so nobody wonders, and clients can set an auto-resume date. Progress still fills in; nothing sends until they're ready.
That's the Portfolio plan: per-portal pricing from $0.75/portal/month (founding, 100+ portals) with unlimited seats, texting, your custom domain, and help importing your owners and tenants from your PM software. A 400-portal operation runs about $300/month, and every automation — renewal nudges, inspection requests, Monday reports — scales across the whole book. Call or text 984-244-0968.
Yes — that's the Brokerage plan. Every agent gets the full Team experience under your office's branding, plus each agent gets 1 transaction coordinator and 2 watchers. Leadership gets an admin view across the roster, and we handle launch training. Volume pricing starts around $12/agent/month for founding brokerages of 10+. Call or text 984-244-0968 and we'll build your rollout together.
You get one back office and can run several brands under it. Your first brand is included. Each additional brand costs a one-time $50 setup fee — 2 brands total is $50, 3 brands is $100, and so on. Every brand gets its own name, logo, colors, and portal domain, so each property can live under whichever brand it belongs to.
Each brokerage texts from its own registered business number — carriers require a per-brand registration that carries real monthly costs. Texting is included on the Team, Brokerage, and PM Portfolio plans, all fully managed. Solo and PM agents still get the complete branded email experience, which most clients love on its own.
None, honestly — that's the whole design. If you already keep a transaction checklist, you're already doing everything ClientSpine needs. The portal, the emails, the texts, and the reminders all happen because you checked a box you were going to check anyway.
Anyone you add to your dashboard can be asked — your own team plus the vendors, co-agents, and other professionals you work with. Add a person as a dashboard-only contact (they never appear in your client's portal), and one tap sends them a warm email and text with your review link. Nobody is asked twice within 90 days, your dashboard tracks who left a review so you can follow up, and the guided agent tour walks you through the whole flow in under a minute.
Your unique referral link lives in your dashboard, ready to copy. When a colleague's team starts ClientSpine on an annual plan through your link, you earn $20 in subscription credit — every annual signup, no cap and no paperwork. Signups attach to your code automatically and an email lands the moment each credit does, so ten referrals is $200 off your invoice. The guided agent tour shows you exactly where your link is.
Yes — templates are starting points. Add, remove, and reword tasks per client, mark steps internal-only, put every message in your own voice before it sends, and set your preferred vendors once for the whole team to reuse across every portal.
Yes — the guest journey takes a booking from confirmation through check-in instructions, house rules, WiFi & smart-home details, a local guide, mid-stay check-in, checkout, and the review-and-rebooking ask on the way out. Guests get their own branded portal with key dates, contacts, and preferred vendors, and an automation can email the check-in kit automatically a couple of days before arrival.
Texts are strictly opt-in with consent recorded, reserved for key moments only, and every message includes STOP to opt out. Email is the default channel.
12 — Contact us
Questions about founding pricing, a feature you wish existed, or setting up your team? Send a note and it lands directly with [email protected] — a person reads every one.