Calculator
Tool to estimate the value of a user’s client book to uncover hidden revenue in past relationships.
What it does
Tool to estimate the value of a user’s client book to uncover hidden revenue in past relationships.
- Client relationship management
- AI-driven outreach
- Review solicitation
- Keeping past clients warm for repeat business and referrals
- Sending personalized touches like birthday cards and useful reminders on behalf of users to maintain client relationships and generate goodwill.
- Category
- Investigations and case management
- Users
- Real estate, mortgage, and insurance professionals
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
- Free plan$0
Prices as published by Bruce, checked Oct 2026.
Security and compliance
As reported by Bruce. Ask for audit reports before you buy.
- TX-RAMPCompliant
- GDPRCompliant
- CCPA/CPRACompliant
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