Meet the CRM that makes staying in touch as automatic as your morning coffee.
Launching April 9, 2027
Your client data, encrypted
Farm and sphere contacts segmented by tier, stage, lead type, and assignment.
Your pipeline, visible
A deal pipeline board with stage tracking for all your contacts.
Your follow-up, on schedule
Touch cadence alerts, automated sequences, and overdue reminders tied to Ninja Selling® timing.
Every Tool a Real Estate Pro needs — built into Lead LatteCRM
Manage contacts, pipeline, and properties alongside distress signals and your business directory. Stay on track with tasks, checklists, and sticky notes. Let automated touch sequences and AI-assisted follow-up*1 handle the consistency, and use reporting to see what's working.
Smart Today Dashboard
Never wonder what to do next
Log in to a daily briefing, not a blank screen: overdue touches, hot pipeline deals, and upcoming tasks surfaced automatically, alongside affirmations and quick-access widgets that keep you focused on what actually moves the needle today.
And that's just the beginning
Plenty more built in to keep your business moving.
Quick Search
Find any contact in Sphere or Farm from anywhere with Ctrl/⌘ + Space.
One-Click Calls
Call from the contact record, then log the outcome in a tap.*2
My Life List
Keep your why and the life you want in view, and check items off as you live them.
Automated Touch Sequences
Set the cadence once and the follow-up tasks create themselves.
Reports & Insights
Weekly to quarterly activity reports with AI insights.
Templates & Scripts
Reusable emails, texts and call scripts that fill in the details.
Keyboard Shortcuts
Log a touch, jump between pages and search without the mouse.
Dashboard Widgets
Arrange the Today page with the widgets you actually use.
Suggested Prospects
Surface the people most likely to be ready to move.
Habit Tracker
Track the daily habits behind your business and keep your streaks alive.
Sticky Notes
Jot quick reminders on notes that stay in view on your dashboard.
Ninja® Scorecard
Score your week against the Ninja Selling® goals and watch the trend.
Encrypted Data & Backup
Client details are encrypted at rest, and account backups are encrypted too.
Export To reChat and Real Scout
Send contacts straight to the tools you already use.
Dark Theme
A dark mode that keeps late-night follow-ups easy on the eyes.
Affirmations & My Life List
Keep your Life List and daily affirmations in view so abundance thinking becomes the identity behind every habit, relationship and transaction.
Open House Registration Form
and Listing Feedback Forms
Register open house visitors and collect listing feedback from showings, so every visit turns into a follow-up opportunity.
Custom Checklists
Build repeatable checklists for listings, under contract and open houses so nothing gets missed.
Principles. Not Platitudes
Abundance Over Scarcity
Ninja Selling® teaches that abundance thinking, not chasing every lead in fear, is what actually builds a sustainable business.
Inspired by Ninja Selling®
Identity-Based Habits
You don't rise to your goals, you fall to your systems. Small, repeatable touches compound into real relationships over time.
Inspired by Atomic Habits®
Serve, Don't Sell
The best long-term business comes from focusing on the client experience first, and letting the transaction follow naturally.
Inspired by Ninja Selling®
Success Is Hidden in Your Daily Routine
“You don't rise to the level of your goals; you fall to the level of your systems.”
— James Clear, Atomic Habits®
Frequently Asked Questions
Haven't found what you're looking for? Contact us.
Lead Latte is a real estate CRM built around Ninja Selling® and Atomic Habits® inspired ideas. It gives you and your team one workspace for contacts, pipeline, properties, distress signals, business directory connections, task and checklist management, automated touch sequences, AI-assisted follow-up, reporting, sticky notes, and consistent touch cadence.
It was built by Nevada Realtor® James McCarthy (NV S.204824), who wanted a tool that fit the way a relationship-based business works, where small, steady habits do more than any complicated software ever could. We use Lead Latte ourselves every single day, and we love it. It’s also early in development which means some things will keep changing as it grows.
We love and support both Ninja Selling® and Atomic Habits®, and we built their methodologies and concepts into our workflow and our business: consistent touches, simple systems, and small habits that compound. That said, Ninja Selling® and Atomic Habits® are trademarks of their respective owners. Lead Latte is an independent product and is not affiliated with or endorsed by either.
For more information, visit Ninja Selling® and Atomic Habits®.
Individual Real Estate Professional agents, teams, and brokerages who want a structured, habit-driven way to stay on top of their sphere and farm, rather than letting follow-up fall through the cracks in spreadsheets or generic CRMs.
Lead Latte is currently in . You can request early access from this page, and we'll reach out as spots open up.
Sign-in currently requires a Google account with a @gmail.com address. We plan to support additional sign-in options over time.
Pricing and plans are being finalized during Public Preview. Request early access and we'll share pricing details as they're confirmed.
Sync runs both ways. When you edit a contact in Lead Latte (or add a new one), the change is sent to Google Contacts if you've left Keep Contacts Synced on. When a contact was changed in Google, Lead Latte notices the next time you open it and shows you what's different. You choose Sync to take Google's version, Merge to keep yours and add what Google has, or Keep mine to ignore the changes. Nothing is overwritten without your approval.
Yes. Lead Latte runs on its own dedicated database and infrastructure, separate from any other product, with access controls scoped to you and your team. Sensitive client data, including contact names, emails, phone numbers and addresses, as well as your notes, touches, tasks and messages, is encrypted before it is stored in our database, and connections to the database are encrypted in transit.