Take Some Interest.
Research. Gift. Script. Close.
Every tool you need to actually build relationships — research, postcards, branded gifts, AI call summaries, two-way texting, voicemail, and a Coach that tells you who to call every morning. One platform. Built for high-stakes relationship work.
7 days free, no card required. 14-day money-back guarantee.
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 calls them, records the conversation, summarizes it with AI, mails them a postcard, ships them a branded gift, and tells you who to call tomorrow morning.
The Playbook. And Autopilot.
Most CRMs are filing cabinets. SearchSpot has two engines that quietly do relationship work for you between meetings — plus AI that remembers everything from every call.
- 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, text, email, and notes per person
- Syncs with Apple Calendar and Google Calendar
- AI drafts check-ins when relationships cool
- Surfaces upcoming birthdays and milestones
- Learns from AI call summaries — knows what you discussed
- 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
Call from the app. Text from your business number. Send a postcard. One tap for any of them.
Stay Warm
AI summarizes every call. Autopilot keeps relationships alive. Nothing goes cold.
40 tools. One platform.
Built across five pillars of relationship work — so you don't stitch together a CRM, a phone system, 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 — wealth advisors, real estate agents, and country club membership directors who build careers on trust.
- 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 call summaries capture exactly what clients say so you never forget a referral mention or a name they dropped on a call.
- 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.
- Never lose a past client to bad follow-up. Referral postcard sequences run automatically after every closing — thank you, referral ask, market update, home anniversary — every 3 months for years.
- Walk into every open house knowing the room. The Playbook briefs you on every registered attendee 30 minutes before — neighborhood, price range, last conversation, suggested opener.
- Turn every call into relationship intelligence. AI records and summarizes every client call automatically — life events, buying timeline, referrals mentioned. Your Coach uses all of it tomorrow morning.
Simple, honest, premium pricing.
No tiers. No hidden upgrades. No starter plan that doesn't work. One price for individuals. Everything included.
- All 40 features — nothing locked behind tiers
- In-App Calling + AI Call Summaries — new
- Two-Way Texting — dedicated business number
- Referral Postcard Sequences — automated for years
- Voicemail with automatic transcription
- The Playbook + Relationship Autopilot
- AI Coach with 7-level progression
- PostGrid postcards + Printify branded gifts
- Morning Briefing + Weekly Recap emails
- Unlimited contacts, notes, scripts, voice memos
- Free Quick Start onboarding included
No credit card required. 14-day money-back guarantee.
3-seat minimum
- Shared roster — divide outreach, never duplicate
- Team intel — share call summaries and dossiers
- Roll-up dashboards for leadership visibility
- Per-seat billing, add or remove anytime
- Centralized PostGrid + Printify accounts (optional)
- Dedicated team onboarding session
- All 40 features for every seat
- Quick Start onboarding for the full team
Same 7-day free trial. Same 14-day guarantee.
Free Quick Start Onboarding.
Most software hands you a knowledge base and wishes you luck. We import your contacts, set up your first postcard template, and have your AI Coach briefing you by tomorrow morning.
- Your entire contact list imported within 24 hours
- First postcard template designed in PostGrid
- AI Coach briefing ready by tomorrow morning
- Top 10 at-risk relationships identified on day one
- 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." Real humans. Real setup.
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 — 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 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.
No. SearchSpot is built mobile-first for relationship-focused professionals, not engineers.
And for the integrations that take a minute — 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.
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.
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.
Within 2-3 minutes of hanging up a AI Call Summary appears on the contact's profile: summary, key topics, life events mentioned, action items with due dates, sentiment analysis, and any referrals they mentioned. All of this feeds your AI Coach so tomorrow's morning briefing reflects what was actually discussed. Your personal phone number stays completely private.
Every SearchSpot subscriber gets a dedicated local business phone number — your clients 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. If you ever cancel SearchSpot 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.
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). Twilio call and text costs are absorbed into your SearchSpot subscription — no extra charges for calls or texts. SearchSpot doesn't mark anything up on postcards or gifts — what they charge is what you pay.
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 clients 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.
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 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 someone who watched a great relationship-based professional work for 15 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 our partner program?
The agent who stays in touch always wins.
7 days free. No credit card required. Quick Start onboarding included. 14-day money-back guarantee.
Or reach out to us with questions. Real reply within hours, not weeks. · Partner Program · Free Guide