The problem
Independent agents often have contacts, follow-ups, property-owner lists, and production records spread across spreadsheets, calendars, inboxes, and generic CRMs that do not match their workflow.
HomeBase CRMReal estate relationships, kept practical.
A focused real-estate CRM for solo agents and small offices that keeps the essential relationship and follow-up work together without becoming an oversized enterprise system.
Working productSelf-hostable product in active validation; credential-free fictional demo available
HomeBase CRMDashboardWorkspace overview
Today
- Review follow-ups
- Check tasks
- Confirm outreach
Pipeline
No items to display yet.
Add contacts or import to get started.Follow-ups
You’re all caught up.
No follow-ups due right now.The approach
HomeBase organizes the recurring work around a clean contact record and a practical pipeline, with imports, recoverable records, calendar visibility, and carefully bounded outreach tools.
A daily system for the work that matters
Existing CSV or XLSX records enter through a reviewable import process, become structured contacts, and move through a real-estate-specific pipeline. Tasks, follow-ups, appointments, production summaries, exports, private calendar feeds, and an optional dedicated Google Calendar keep daily work visible.
- Import
Bring existing CSV or XLSX records into a reviewable mapping process.
- Organize
Turn records into contacts and real-estate-specific pipeline stages.
- Follow up
Keep tasks, appointments, and important dates visible.
- Review
Preview and confirm outreach rather than sending autonomously.
PipelineReal-estate stages
StageContactNext step
Prospects
Leads
Active Buyers
Active Listings
Pending Sales
Closed Sales
What the product brings together
- Contacts
- Pipeline stages
- Tasks and follow-ups
- Spreadsheet imports
- Property-owner lists
- Production summaries
- Calendar subscriptions
- Draft-and-review outreach
Built around review, not autopilot
Outreach remains preview-and-confirm rather than autonomous sending.
- The public demo uses an isolated fictional in-memory workspace with no persistent records; AI, outbound email, provider handoffs, billing, calendar subscriptions, password changes, administration, imports, and exports are disabled there.
- Managed Google Calendar support is optional and bounded: HomeBase remains authoritative, while its separate private calendar feed stays read-only.
- Beta, AI, billing, campaign, and launch-readiness claims remain limited to capabilities that are currently implemented and verified.
Verified in the current product
Self-hostable product in active validation; credential-free fictional demo available
- The current application supports CSV and XLSX imports, recoverable records, exports, private read-only calendar feeds, and the approved managed Google Calendar scope.
- A credential-free public demo presents an isolated fictional workspace without shared credentials or writes to PostgreSQL, JSON files, or backups.
- Docker and Unraid deployment, PostgreSQL persistence, encrypted backups, Stripe billing, and guarded Brevo workflows are documented and production-tested within their stated limits.
Current outcome
A working self-hostable product with a public fictional demo and the most extensive standalone software project in the portfolio.
Next step
Continue validating the product with real workflows while keeping deployment, beta, and outreach boundaries explicit.
Supporting technology
- React
- TypeScript
- Node.js
- Docker
- Unraid
- PostgreSQL
- Stripe
- Brevo
- Google Calendar
- Ollama
HomeBase CRMA working, self-hostable real-estate CRM for contacts, pipelines, follow-ups, imports, calendars, and review-first outreach.