planetRE is an Enterprise cloud software solution for real estate offering patented technology to generate leads, market, communicate, collaborate on deals using embedded email, text, calling, web conferencing, e-signatures, and financials under one connected seamless platform.

planetRE Technology is covered by US Patents 9,384,473 and 9,953,465

All our products are seamlessly integrated with one another

Managers, staff, and agents collaborate on one platform

Control your entire business the way you want

Socialite CRM

We don't just get you the lead, we cover ALL stages of the lead cycle.

  • New
  • First Contact
  • Nurturing
  • Monitoring
  • Engagement
  • Converting

Lifestyle Website

Capture leads & nurture relationships

Millennial buyers will comprise the largest share of home buyers in 2018 reaching 68% this year. They rely on “Lifestyle” home searching before they decide on the final nest.

For the first time in the industry, a complete ‘Single Pass’ Lifestyle based Property Search is here and available to you as a fully branded website or as a branded component to your existing website. This technology is not offered today by any national portal, brokerage, vendor, or franchise to this level of completeness and details.

Your Own Branded App

Socialite Apps gives your customer a faster access to property information they need.


Contract to Close Transparency, Automated Workflows, and more...

The right TMS can make or break your office work flow. With our flagship program TransactTM we provide you the efficiency and effectiveness of managing your documents securely in the cloud.

With full planetRE E-sign integration, forms library, and high end compliance solutions powered by millions of completed transaction to date, TransactTM meets both agents and admin requirements that ensures you a proven solution to complaince based management.


The first Cloud Based Financial System with Real-Time Business Intelligence

MoneyTM provides integrated financial platform for complex real estate sales compensation, sales accounting integrated with leading industry general ledgers and BI reports.

The availability of all company information on demand -- at your fingertips. From commissions, company dollar, compliance, auditing, CDA, inventory and other full reporting capability secured in the cloud. Replicated real time from Transact with no double entry. Financial management is fully integrated for the first time.

See what planetRE Clients are Saying

We believe in building and fostering the planetRE Success Community so that we can all succeed together. We share resources, advice, and best practices so that our clients can stay ahead of the competition and continue to build market share each and every month.

"I’ve been using CRMs in real estate for 15 years. I farm day in and day out over 11,000 homes. That is a lot of relationships. I work both snail mailing and digital contacts. I need a dead shot website and robust follow-up. I need a database that has deep searching capability like Socialite. Most real estate CRMs look pretty and promise a lot but don’t give you much computing power. I stay with PlanetRE because nothing else is as powerful."

Scott Williams
Top Real Estate Team operating under Berkshire Hathaway based in Santa Barbara, CA

"planetRE Money provides our franchisees with a robust cloud based financial management and reporting system. The system provides the transparency and business intelligence needed for managing this competitive business. "

Mathias Bode
CEO and President

"Save money, make your CRM more powerful, and get the best service possible! That's what Gerard Realty Group did when we searched for a customer resource management system that had advanced back-end flexibility for agents and management; and customer viewed search and data sets and found PlanetRE.

We switched to PRE for the expanded functionality and lower costs. But we were surprised to learn how much we could save by eliminating costs for an IP phone system, streamlined email system and improved PayPerClick management. Our customer and prospect counts were increasing and now we manage nearly 20,000 leads in the easy to use and monitor Planet RE CRM. One of the major drivers in our search was improved reporting, in both flexibility and power. The feature rich PRE CRM provided both. Also, so we needed extra strength in categorizing, communicating with, and monitoring customer activity. Again PRE has come through!

Our CRM is the backbone of our organization; so it was critical that we have a very high level of access to competent and dedicated client service staff. PRE was able to deliver in spades. They bent over backwards to customize much of the interface, back end and consumer facing. And the customer service has been excellent ever since; even with my our constant questions about how to improve our experience. We get rapid and quality responses to very inquiry."

Damian Gerard
Gerard Realty Group

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Adaptive Collaboration During Hard Times

Like what Winston Churchill said in his famous 1941 WWII speech “A Dark and Deadly Valley”; we are in a new war now- not with humans but with viruses that has caused havoc and brought the whole world on its knees. We at planetRE salute all the medical and health care professionals who risk their lives to save lives.

At the same time, life and business must go on. This makes the world go around, keeps our children warm and brings food on the table. Every business and enterprise are currently challenged by the monstrosity of this new pandemic.

For us in real estate, we cannot remain still. People need roof over their heads. We need innovative ways of conducting business with new technology and practices. History has shown maximum adoption of innovation during times of crisis. Each one of us must play a vital role in ameliorating this crisis.

This is what we intend to do.

We have created a CRM EZ Package that is offered at 50% off list price. This package has core elements of Contact Management, Lead Routing, Dialing, Texting, Email Campaigns and built in Video Conferencing with up to 500 contacts. This requires minimal setup and have self-train videos. The CRM integrates leading web conferencing solution like Citrix GoToMeeting® and Zoom®, allowing subscribers to use these services within the CRM and record all logs.

We believe the financial incentive and the tech underneath will immediately enable real estate companies, who are now working from home office combat these uncertain times and remain in front of their clients as trusted advisors.

planetRE also offers cutting edge cloud transaction management and e-sign solutions to make the collaborative process even better.

Larger teams and brokerages are encouraged to contact us and see how we can help them. We have similar discount packages for larger organizations with higher contact limits

We may not have all the answers, but we are committed to your success.

Stay Well

Subrao Shenoy
planetRE Team

Express Lane To Realogy Dash

  • Automatically Transmit New Listing and Changes to Dash within minutes of entering on MLS
  • Each Day - Every Day - Accurate
  • No delay in getting marketing exposure for your listings.
  • Cost Effective Solution
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