Take Some Interest.
Research. Gift. Script. Close.
Every tool you need to actually build relationships — research, postcards, branded gifts, AI scripts, and a Coach that nudges you when it matters most. One platform. Built for high-stakes relationship work.
7 days free, no card required. Includes free creative onboarding — included after your first month's payment.
Morning Ian. James Whitford's birthday is Thursday — worth a touch. Here's what I'd consider:
Other CRMs let you log a contact. SearchSpot lets you mail them a postcard, ship them a branded gift, and have a Coach tell you when to do it.
The Playbook. And Autopilot.
Most CRMs are filing cabinets. SearchSpot has two engines that quietly do relationship work for you between meetings.
- Mobile briefing 30 minutes before any event
- Suggested opener and key intel for each attendee
- Relationship status alerts and follow-up history
- One-tap call, email, and notes per person
- Syncs with Apple Calendar and Google Calendar
- AI drafts check-ins when relationships cool
- Surfaces upcoming birthdays and milestones
- Finds relevant articles and news to share
- Everything reviewed and sent with one tap
- Morning briefing email with your daily priorities
From handshake to genuine relationship.
Five steps that turn a name on a list into someone you actually matter to.
Capture
Scan a card, import contacts, or add by hand. Every prospect lands in your roster.
Build Intel
Research with the built-in tools. Tag interests, family, hobbies, milestones.
Get Coached
Your Coach reads the roster and tells you who needs attention today, and why.
Reach Out
AI drafts the email, the call script, the postcard. You send with one tap.
Stay Warm
Autopilot keeps relationships alive between meetings. Nothing goes cold.
32 tools. One platform.
Built across four pillars of relationship work — so you don't stitch together a CRM, a mail tool, a gifting platform, and a coaching app to do what one product should already do.
When the relationship is the business.
SearchSpot was built for the trades where one warm relationship is worth a hundred cold pitches — and where being forgotten costs you the deal.
- Walk into every client meeting prepared. Pre-meeting Playbook surfaces what's changed in their life since you last met — new grandchild, kid's college, recent sale, news mention.
- Stay top of mind between quarterly reviews. Autopilot sends birthday postcards, anniversary gifts, and milestone touches without you remembering a single date.
- Turn referrals into clients. AI scripts handle the "warm intro" outreach so you never sound like a salesman to your best clients' best friends.
- Personalize every prospect tour. Build dossiers on candidates before they arrive — their handicap, kids' ages, prior club affiliations, mutual members who can vouch.
- Keep waiting-list prospects warm for months. Branded gifts, handwritten postcards, and personal touches between application and induction so they never go to a competing club.
- Surface dormant members before they cancel. Relationship Scorecard flags members going cold so you can re-engage with the right gesture at the right moment.
- Stay close to past clients for the next listing. Most luxury homes sell again in 7 years. Autopilot keeps you warm through the entire window so you're the call when it happens.
- Convert open-house visitors into clients. Scan their card, get a Playbook on them within hours, send a personal postcard before they tour another property.
- Turn one closing into ten referrals. Branded closing gifts, anniversary postcards, and milestone touches keep you embedded in their network.
Simple, honest, premium pricing.
No tiers. No hidden upgrades. No "starter plan" that doesn't actually work. One price for individuals, one for teams. Everything included.
- All 32 features — nothing locked behind tiers
- The Playbook + Relationship Autopilot
- AI Coach with 7-level progression
- PostGrid postcards + Printify branded gifts
- Morning Briefing + Weekly Recap emails
- Unlimited prospects, notes, scripts, voice memos
- Calendar sync, contact import, dark mode
- Free creative onboarding (after first month's payment)
No credit card required. 14-day money-back guarantee.
3-seat minimum
- Shared roster — divide outreach, never duplicate
- Team intel — share dossiers across the firm
- Roll-up dashboards for leadership visibility
- Per-seat billing, add or remove anytime
- Centralized PostGrid + Printify accounts (optional)
- Dedicated team onboarding session
- All 32 features for every seat
- Free creative onboarding for the firm (after first month's payment)
Same 7-day free trial. Same 14-day guarantee.
Free Creative Onboarding.
Most software hands you a knowledge base and wishes you luck. We get you to first value — personally, in two business days.
- Print-ready logo conversion for postcards and gifts
- First postcard template designed in PostGrid
- PostGrid + Printify setup walkthrough call
- Delivered in 2 business days with one revision round
Our SearchSpot Team walks you through it. No bots, no chatbots, no "submit a ticket."
The honest answers before you sign up.
Real questions from real conversations. If yours isn't here, just ask.
Those tools track contacts. SearchSpot builds relationships.
We're not a database with sales pipelines bolted on. We're a relationship intelligence platform built for trades where one warm connection is worth a hundred cold pitches. You won't find PostGrid postcards, Printify branded gifts, or a 7-level AI Coach inside any traditional CRM — and those are the features that actually move relationships forward.
No. SearchSpot is built mobile-first for relationship-focused operators, not engineers.
And for the two integrations that take a minute — PostGrid (postcards) and Printify (branded gifts) — we walk you through setup personally as part of your Free Creative Onboarding. No knowledge bases. No "submit a ticket." You get on a call with our team and we get you live.
14-day money-back guarantee, no questions asked.
You also get a 7-day free trial before that with no credit card required. So you have a full three weeks to evaluate whether SearchSpot fits your relationship style — and if it doesn't, you walk away free of cost.
Postage and gift costs are paid directly to PostGrid and Printify — not to us — at their published rates.
Typically: $1.50–$3.00 per postcard (depending on quantity and finish) and $15–$60 per branded gift (depending on the product). You set your own budget per send. SearchSpot doesn't mark anything up — what they charge is what you pay.
Yes. Three ways:
CSV import for spreadsheets or exported lists. Phone contacts import in one tap from your iPhone. Scan & Connect to photograph any business card and add a prospect instantly. Most users have their full roster loaded within an hour.
Yes. Your data is yours. We never sell it, never share it, and never use it to train models.
Everything you and your prospects enter is encrypted at rest and in transit. We're built on enterprise-grade infrastructure (Supabase + AWS) with the same security posture as institutional financial platforms. Read the full details in our Privacy Policy.
Yes. Teams start at $99/seat/month with a 3-seat minimum, and include shared rosters, team intel, and roll-up dashboards.
For firms with 10+ seats or specific compliance needs, we set you up personally — including centralized PostGrid and Printify accounts. Get in touch and we'll have a conversation about what you need.
SearchSpot was built by an advisory team with 20+ years across wealth management, luxury services, and high-touch sales.
We built the tool we wished existed when we were on the relationship side of the business — one that handles the prep, the timing, the follow-up, and the small touches that matter, so you can focus on the conversations.
Take some interest.
Seven days free. No credit card. Free creative onboarding included. If it doesn't change how you build relationships, walk away — we'll refund you for two weeks after.
Start Your Free TrialOr reach out to us with questions. Real reply within hours, not weeks.