Not another CRM. A smarter way to work the one you have.
Your CRM holds the contacts. We help you make the connections: who to reach this week and why, and email marketing that actually makes sense. Done for you, inside the tools you already use.
of sellers said they'd likely recommend their agent.
NAR 2025 Profile of Home Buyers and Sellers · nar.realtor
Industry research from the National Association of REALTORS®. These are not OO Pipeline results.
What we do
On your side, behind the scenes.
We don't replace your CRM, sell you leads or push you to send more email. We help you use what you already have, and we handle the execution.
Spot missed opportunities
Past clients you haven't spoken to in a year. Referrals nobody thanked.
Keep relationships warm
A Weekly 25 of who to reach and why, with the next step written out.
Earn repeat and referral business
Thoughtful touches at the right moments, so people remember you.
Email that makes sense
Three planned priorities a month, written and set up for you.
Connect scattered workflows
Your CRM, email tool and calendar telling one story.
Less admin
We clean, tag and organize. You approve and get back to clients.
OO Mail
Being remembered doesn't require emailing everyone every week.
Each month, OO Mail picks three priorities that fit the season, your market and your contacts. We write them, set them up in your email tool, and you approve before anything sends.
The right people. Past clients, your sphere and open-house guests each get what fits them.
Less noise. We flag contacts getting too many emails and retire automations that no longer fit.
Nobody forgotten. Quiet relationships get a real check-in, not a blast.
Any size list. Fifty well-kept contacts are worth nurturing. You'll grow into the rest.
Sample · December prioritiesExample
1
Past-client thank-youPast clients · a short, personal note
Tue, Dec 1
2
Year-end market noteHomeowners · one-page local recap
Tue, Dec 8
3
Reconnect quiet contactsNo touch in 12+ months · two check-ins
Dec 3 + 17
From: Your name · To: Past clients
A small thank-you, and a look back at the year
Hi Dana, this time of year I think about the families I got to help, and you two are on that list…
Plan buttons open an email to hello@oomailstudio.com. Cancel anytime and keep everything we made for you.
Need print-ready files? Market reports, listing collateral, open-house materials, event invitations and client guides are quoted per project. We design the files; you print wherever you like.
FAQ
Fair questions.
Is OO Pipeline a CRM?
No. You keep the CRM you already use. We work alongside it: organizing your contacts, choosing who to reach, and running your email marketing.
Which CRMs do you work with?
Any CRM that can export contacts or add a teammate user. Automatic two-way syncing is being built one CRM at a time, and we'll tell you plainly whether yours is supported yet.
Will anything send or change without my approval?
No. We draft emails and suggest CRM changes. Nothing sends, merges or gets deleted until you approve it.
Do I need a big database?
No. Newer agents with 50 to 100 contacts get a clear plan and a list that's set up right from the start. Established agents get more out of the relationships they've built.
How do you handle my clients' information?
We use it only to do your work. We never sell or share it, we honor every unsubscribe, and you can ask us to delete it at any time.
Do you print or mail anything?
No. We create print-ready digital files. You print them wherever you like.
Your CRM holds the contacts. We help you make the connections.
Demo account. Sample contacts and numbers. Nothing here is connected to a real CRM, and no button sends or changes anything outside this page.
Monday, Nov 16 · Sample agent
Good morning. Here's your week.
25
People in your Weekly 25
Ranked from CRM contact type, last-touch dates and email replies
6
Touchpoints due this week
Your CRM tasks plus this week's top picks
1
Email waiting for your OK
OO Mail drafts awaiting approval
–
CRM health score
Calculated from six checks on the CRM Health tab
Start here
About ten minutes.
1Call Dana & Mark Ellison. Ten years in their home next month.
2Thank Priya & Sam Desai for their September referral.
3Approve December's past-client thank-you.
This month so far
Touchpoints31 calls, notes and emails logged
Activity log in your CRM, synced daily
Email replies9 people wrote back
Reply tracking in your email platform
Appointments3 set, 1 listing consult Thursday
Appointments or tasks you log in your CRM
Closed this year4 transaction sides
CRM deals marked Closed, or entered by you
Sample numbers. In a live account each one is read from your CRM or email platform and refreshed daily. We never fill gaps with guesses.
OO Mail · December
1Past-client thank-you · Dec 1 · waiting for you
2Year-end market note · Dec 8 · in draft
3Reconnect quiet contacts · Dec 3 + 17 · planned
Weekly 25 · Nov 16
Who to reach this week, and why.
People from your own contacts, picked from signals you can check: when you last spoke, life moments on record, and how they respond to your emails. No guesses about who's selling.
Why now
Ten years in their home on Dec 14Closing date in your CRM
Last personal conversation: September 2025CRM activity log
Opened your October market emailEmail platform
Next step
Call this week. Congratulate them on ten years and offer a fresh look at what the home is worth. No pitch.
"Ten years on Birchwood next month. Wanted to say congratulations, and I'm happy to put together a current value whenever it's useful."
Why now
Replied to your spring email asking about smaller homes nearbyEmail reply, logged in your CRM
No follow-up since AprilCRM activity log
Owned her home since 2004County deed record
Next step
Send a personal email that picks up her question and offers a short coffee, with no pressure on timing.
"You asked me in the spring about smaller homes near Cranford. I've been keeping an eye out and would love to catch up over coffee."
Why now
Property tax bills now mail to a Florida addressNJ tax record
You helped them buy in 2015Your CRM
No conversation logged in 2026CRM activity log
Next step
Call to check in on how things are going from Florida. Listen first; offer help only if they raise the house.
"I saw you've moved down to Florida. How's it going? I'm here if you ever need anything up here."
Why now
Signed in at your March open houseSign-in sheet, imported to your CRM
Opened three of your last four market emailsEmail platform
No personal follow-up since AprilCRM activity log
Next step
Send a short email asking whether they're still looking, and what changed since spring.
"We met at the Elm Street open house in March. Are you still looking, or did plans change? Either way, happy to help."
Why now
Their home was listed with another agent and expired 31 days agoMLS status, checked by you
You helped them buy in 2014Your CRM
Next step
Confirm in your MLS that it's still off the market before any contact. If it's relisted, they're another agent's client: no outreach.
"Thinking of you two. If it's ever helpful to talk through options, I'm around. No agenda."
Why now
Referred a buyer who closed in SeptemberReferral source field in your CRM
No thank-you logged for that referralCRM activity log
Next step
Send a handwritten-style thank-you (we can make a print-ready card file) and a quick text.
"Thank you for sending the Lees my way. They love the house, and it meant a lot that you thought of me."
Showing 6 of 25 sample contacts. Copy works here. The demo buttons only change this page; in a live account, Mark contacted adds a note to your CRM after you confirm, and Snooze and Not a fit only change your Weekly 25.
Property Intelligence
The homes behind your relationships.
Public NJ records matched to contacts who own homes. Context for a better conversation, never a guess about who's selling.
Contact
Property
Owned since
Last recorded sale
2026 assessment
Market range
Dana & Mark Ellison
214 Birchwood Ln, Westfield
2016
$512,000
$598,400
$660K–$710KFrom your RPR report, Nov 10
Ruth Kaplan
87 Harding Ave, Cranford
2004
$389,000
$541,000
Not added yetAdd from RPR or your CMA
J. Patel
12 Linden Ct, Metuchen
2015
$402,000
$455,200
$495K–$525KFrom your CMA, Oct 28
Chris Ahn
450 Maple St, Rahway
2009
$268,000
$331,700
Not added yetAdd from RPR or your CMA
Lauren & Tom Reyes
9 Overlook Rd, Montclair
2014
$610,000
$702,300
Recently expired listingCheck your MLS before contact
Owned since and last sale: county deed records. Assessment: NJ property tax list (assessments can lag market value, by town). Market range: entered by you from RPR or your own CMA. We never invent a value.
Sample records. A live account matches each address to public records when you share your contacts.
OO Mail · December plan
Three priorities this month.
Chosen for the season and for who's on your list. We write and set up each one. Nothing sends until you approve.
Waiting for your OK
A small thank-you, and a look back at the year
To: Past clients (48) · Tue, Dec 1, 9:00 AM
1
Past-client thank-you
Who
Past clients (48)
Why now
The holidays are a natural, no-pressure reason to say thanks to the people most likely to refer you.
When
Tue, Dec 1
Format
Short personal email, plus an optional print-ready card file
Follow-up
Replies flagged to you the same day
2
Year-end market note
Who
Homeowners in your sphere and past clients (86)
Why now
Owners plan for the new year in December. A useful local recap keeps you their go-to.
When
Tue, Dec 8
Format
Email plus a print-ready one-page market report
Follow-up
Anyone who asks for a home value shows up in next week's Weekly 25
3
Reconnect quiet contacts
Who
37 contacts with no touch in 12+ months
Why now
A simple check-in before the year closes, so nobody drifts away for good.
When
Dec 3, then Dec 17 if no reply
Format
Plain, personal check-in. No graphics, no pitch.
Follow-up
No reply? Back to normal cadence. No extra sends.
What we'd fix
From a review of your email activity. Sample findings.
Six checks on your contact records, weighted by how much they affect your marketing. Fix the biggest gaps first. Nothing is merged or deleted without your OK.
How it's calculated
Points = weight × share of records that pass. 240 sample contacts.
Fix first
Recommendations are generated from the checks with the most points left, largest first