Never 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
United StatesUsed by 1M+ users worldwide including
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
Can Upmeet record in-person property showings?
Yes. Open the Upmeet mobile app and tap record. It captures the conversation during showings, open houses, or client meetings, even with no Wi-Fi, and delivers a structured summary afterward.
Does it work with my real estate CRM?
Upmeet integrates with Salesforce and HubSpot, and exports to Google Drive and Notion. Meeting summaries can be pushed to your CRM automatically after every client interaction.
Can I search across all my client conversations?
Yes. Global Chat lets you search across all meetings. Ask 'What did the Chen family say about their budget?' and get an instant answer with the source meeting.
Is my client data secure?
Upmeet is a Canadian company with all data stored on encrypted servers in Canada. End-to-end encryption, GDPR compliant, and SOC 2 certified.
What if I have back-to-back showings?
Upmeet handles it. Each recording becomes a separate meeting with its own summary. No mixing up clients or conversations.