The honest answers before you sign up.

SearchSpot is a Relationship Intelligence CRM built for professionals who build their business on trust and referrals — real estate agents, wealth advisors, country club membership directors, and luxury professionals.

It combines contact management, AI coaching, two-way SMS texting, in-app calling with AI call summaries, automated referral postcard sequences, physical mail via PostGrid, and branded gifts via Printify — in one platform. Your AI Coach reads your entire roster every morning and tells you exactly who to contact today and why, informed by what was discussed on your last call.

Those tools track contacts. SearchSpot builds relationships — and does it automatically between your meetings.

No other CRM records your calls and summarizes them with AI. No other CRM sends real physical postcards with one tap. No other CRM runs automated referral sequences for years after every closing. No other CRM tells you who to call every morning based on what was actually said on your last call. That's not a feature comparison — it's a fundamentally different category of tool.

SearchSpot is built for professionals whose income comes from relationships and referrals — not cold lead volume. Specifically:

Real Estate Agents who want their past client sphere generating referrals for years after every closing. Wealth Advisors managing $50M+ books who can't afford a single client to feel forgotten. Country Club Membership Directors where every prospect tour is a $30K decision. Luxury Professionals in high-touch services where one relationship is worth more than a hundred cold pitches.

If your business depends on being remembered, SearchSpot was built for you.

No. SearchSpot is built mobile-first for relationship-focused professionals, not engineers.

And for the integrations that take a few minutes — PostGrid (postcards), Printify (branded gifts), Twilio (texting and calling) — we set everything up for you as part of your Free Quick Start Onboarding. No knowledge bases. No "submit a ticket." Real humans. Real setup. Delivered within 2 business days of your first month's payment.

Your account is live immediately after signing up. You can start adding contacts, running the AI Coach, and sending texts right away — no configuration required.

For the full Quick Start experience — contact list import, first postcard template, PostGrid and Printify setup — our team handles that within 2 business days of your first month's payment. By the time it's complete, your AI Coach will already know your roster and have your first priorities ready.

SearchSpot includes 40 tools across 5 categories — all included at one price, nothing locked behind tiers:

Intelligence: Prospect Intel Builder, Research Hub, Scan & Connect, Digital Business Card, Phone Contacts Import, Intel Report.

Communications (new): In-App Calling with automatic recording, AI Call Summaries via Whisper + GPT-4, Two-Way SMS Texting with your dedicated business number, Referral Postcard Sequences triggered by closing dates, Voicemail with automatic transcription.

Outreach: AI Email Scripts, AI Phone Scripts, AI Text Messages, AI Icebreakers, Real Postcards via PostGrid, Branded Gifts via Printify, Heads-Up Email, Voice Notes.

Automation: The Playbook, Relationship Autopilot, AI Coach, Coach Chat, 7-Level System, Smart Reminders, Morning Briefing, Weekly Recap.

Operations: Relationship Scorecard, Relationship Calendar, Event Briefs, Deal Flow, Teams, Tags & Pipeline, Notes Timeline, CSV Import, Favorites & VIPs, Dark Mode.

Tap Call on any contact's profile. SearchSpot dials your phone first — you pick up, then it connects your contact. Every call is recorded automatically with a brief disclosure played at the start. Your personal phone number stays completely private.

Within 2–3 minutes of hanging up, an AI Call Summary appears on the contact's profile: a summary, key topics, life events mentioned, action items with due dates, sentiment, and any referrals they mentioned by name. All of this feeds your AI Coach so tomorrow's morning briefing reflects what was actually discussed on today's call.

Yes. Every call made through SearchSpot’s in-app calling feature is recorded automatically. A brief disclosure plays at the start of the call. Within 3 minutes of hanging up an AI summary appears on the contact’s profile — key topics, life events mentioned, action items, sentiment, and any referrals they dropped. Your Coach uses these summaries to personalize your daily nudges.

Every SearchSpot subscriber gets a dedicated local business phone number — your contacts see a real local number they can save in their contacts, text back, and call.

Your personal cell stays completely private. Every conversation is saved automatically to each contact's profile in real time. If you ever cancel your subscription, your number stays active for 30 days — long enough to notify contacts and export your history. If you resubscribe within 30 days, your original number is fully restored.

Yes. Every SearchSpot subscriber gets their own dedicated local business phone number automatically assigned when they sign up. No setup required. We recommend saving it in your phone as “SS My Business” so you always know when a business call or text is coming in. Your personal number stays completely private.

Set a closing date on any past client contact record and SearchSpot takes it from there. A sequence of physical postcards sends automatically — a thank you, a referral ask, a market update, another referral ask, a 1-year home anniversary, and then quarterly touches indefinitely.

Every postcard is printed and mailed via PostGrid with your branding. You never have to remember a follow-up date again. The sequence runs in the background for years after every closing — which means every transaction you close today generates referral touchpoints for the next decade.

Standard CRM reminders are things you set manually — follow up in 30 days, call on birthday, etc. Autopilot is different: it watches your entire roster around the clock and surfaces relationships that are cooling off without you having to set anything up.

When a contact hasn't heard from you in a meaningful period, or when something in their life suggests it's time to reach out, Autopilot flags it and drafts the outreach — informed by what was discussed on your last call, their life events, and their relationship health score. You review and send with one tap. It works even when you're in back-to-back meetings.

Yes — and our Quick Start team does it for you. Three import methods:

CSV import for spreadsheets or exported lists from any CRM. Phone contacts import in one tap from your iPhone or Android. Scan & Connect to photograph any business card and add a contact instantly. Most users have their full roster loaded within 24 hours — we handle it during Quick Start onboarding.

Yes. Your data is yours. We never sell it, never share it, and never use it to train AI models.

Everything you and your contacts enter is encrypted at rest and in transit. Call recordings are stored securely and accessible only to you. You can export all your data at any time in Settings → Data Export. Read the full details in our Privacy Policy and Terms of Service.

Recording laws vary by state — some require only one-party consent (just you), while others require all-party consent (everyone on the call must be informed). SearchSpot plays a brief disclosure at the start of every recorded call to handle this automatically.

As the account holder, you are the legal sender and are responsible for complying with applicable recording laws in your state. SearchSpot provides the tools and the disclosure mechanism — your attorney can advise on specific requirements in your jurisdiction.

SearchSpot is $149/month. All 40 features are included at that rate. No tiers. No locked features. No starter plan that doesn't actually work.

Teams start at $99/seat/month with a 3-seat minimum. Call and text costs via Twilio are absorbed into your SearchSpot subscription — no extra charges. Postcard and gift costs are paid directly to PostGrid and Printify at their published rates — typically $1.50–$3.00 per postcard and $15–$60 per gift. SearchSpot doesn't mark anything up.

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). Call and text costs via Twilio are absorbed into your SearchSpot subscription — no extra charges per call or text. SearchSpot doesn't mark anything up on postcards or gifts — what they charge is what you pay.

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.

One recovered referral answers the question. At the 2025 median US home sale price of $414,400 and a typical 2.85% commission, one transaction generates approximately $11,800 in gross commission — roughly $8,200 after a standard brokerage split.

At $149/mo, SearchSpot costs $1,788/year. One recovered referral pays for more than 6 years of the subscription. The only question is whether the tool helps you stay in front of the relationships already in your contact list. Most agents who import their sphere find at least one warm conversation in the first two weeks — before they've paid a dollar.

Yes. Teams start at $99/seat/month with a 3-seat minimum, and include shared rosters, team intel sharing, call summary access across the team, and roll-up dashboards for leadership.

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.

Most users find at least one warm conversation in the first two weeks — before they've paid a dollar. Not because of anything complex, but because the AI Coach immediately surfaces contacts who haven't heard from you in 60, 90, or 180 days. Some of those people are actively thinking about moving or know someone who is. They just haven't called yet.

The referral postcard sequences and AI call summaries compound over time — the longer you're in SearchSpot, the more the system knows about your sphere and the better it gets at surfacing the right action at the right moment.

Yes — and it's how SearchSpot grows. Every SearchSpot client comes through a partner who believes in the product.

Partners earn 25–40% recurring monthly commission on every referral, for as long as they stay subscribed. Founding Partners (first 20 approved) lock in 40% forever. Details and application at searchspot.us/partners.

SearchSpot was built by someone who watched a great relationship-based professional work for years — and saw exactly what tool they needed and didn't have.

We built the platform we wished existed — one that handles the prep, the timing, the follow-up, the postcards, the calls, and the small touches that matter, so you can focus on the conversations. Interested in the partner program?