Win and close
Speed-to-lead, pipeline stages, drip nurture, and CMA tools that keep deals moving.
What Sovereign.OS helps real estate agents do
Run the day
Today strip, needs-attention rows, showings, and deadlines — open before lunch and go.
Manage rentals
Units, trust ledger, work orders, and leasing tools for small operators — not enterprise suites.
Keep it private
Encrypted vault on your desktop. You connect MLS, email, phone, and payments yourself.
Why Sovereign
Your CRM and dialer shouldn't own your pipeline.
Four tools. Two vendors. One data harvest.
Most agents run a CRM, a transaction platform, a property-management tool, and a marketing stack — often without realizing that at least two are owned by the same company that profits from selling leads back to competitors.
Cloud PMS giants hold your portfolio on their servers, charge per door, and monetize the data. Sovereign inverts that: one desktop app, four real estate workspaces, optional phone companion. Close more follow-ups this week without renting your book to someone else.
Your data is not the product.
— Our rule
The threat is real
Real estate data leaks and transaction fraud didn’t just grow last year — they exploded.
According to the newly released FBI Internet Crime Complaint Center (IC3) report, reported real estate fraud losses skyrocketed to $275.1 million, up from $173 million the previous year — a staggering 59% increase in annual losses. During the same period, Americans filed 12,368 specific real estate cybercrime complaints, heavily driven by sophisticated Business Email Compromise (BEC) and AI-enabled identity deception.
Furthermore, the Verizon Data Breach Investigations Report (DBIR) highlighted that of the hundreds of cyber incidents hitting the real estate sector, a massive 94% resulted in confirmed data disclosure — meaning that when a real estate system is breached, the client data is almost always leaked.
$275.1M
Reported real estate fraud losses
FBI IC3 report
59%
Increase in annual losses — up from $173M
FBI IC3 report
12,368
Real estate cybercrime complaints filed
FBI IC3 report
94%
Of real estate breaches confirmed data disclosure
Verizon DBIR
The centralized cloud vulnerability
Why is our industry such a prime target?
Traditional SaaS CRMs pool the database records, contact lists, and sensitive transaction notes of thousands of agents onto centralized, third-party cloud servers. To a cybercriminal, these massive cloud databases are high-value “honeypots.” A single successful breach can expose the personally identifiable information (PII) of millions of consumers.
Every time you upload a client profile to a standard cloud CRM, you are placing your most valuable asset — your book of business — into a shared database you do not control.
A new avenue: local-first data sovereignty
Sovereign.OS was engineered to eliminate this centralized point of failure entirely. Instead of hosting your client databases on our servers, Sovereign.OS utilizes a local-first desktop architecture:
The Sealed Local Vault
Your pipelines, client histories, and financial ledgers live on your own Windows or Linux desktop in a zero-knowledge, encrypted SQLite database (using Argon2id key derivation).
Zero Honeypots
Because your data remains locally on your machine, there is no centralized database on our end to hack. If our company is ever targeted, attackers get nothing, because we don’t hold your data.
On-Device Local AI
All AI analysis runs locally on your computer’s hardware via Ollama, ensuring your client profiles never leave your machine.
Command Center
Open the app. Know what to do before lunch.
Your Monday morning view: tasks due today, hot leads that need a call, open work orders, and today’s showings — click any row and go straight to the work.
Today strip
Tasks and todos due today or overdue, today’s showings, near-term deadlines, and leads with next-contact due — one list, click to open.
Needs attention
Overdue deadlines, hot leads, and open work orders as actionable rows — who and what, not just counts.
Glance + activity
A quick pulse on pipeline, vacancy, or work orders plus recent notes and stage moves from your real book of business.
Four workspaces
One CRM. Switch vertical without re-entering data.
Dozens of tools that actually save your work — residential, luxury, commercial, and property management share one client graph. Pick a workspace; your people come with you.
Residential
Solo-to-small-team brokerage: answer leads fast, nurture the sphere, and keep deals on track.
- Call and route new leads before they cool
- Run drip campaigns from your own email
- Track deals, CMAs, and listing launches in one place
- Pull market context from your MLS connection
- Track e-sign status from the tools you already use
See everything included
Command Center
- Dashboard — Today, Needs attention, glance
- AI Copilot (runs on your desktop)
- Reports & Team Dashboard
Pipeline & Deals
- Deal Pipeline & Battle Cards
- CMA Studio
- Lead Routing
- Drip Campaigns
People
- Client CRM & Lead Nurture
- Predictive Prospecting
- Virtual Tours
- Partner Directory
Marketing & Media
- Listing Launch
- Site Builder & website lead capture
- Social Studio & Email Marketing
- Media Hub & Review Studio
Market & Research
- Market Pulse (MLS sync)
- Deal Economics
- Foot Traffic
Operations
- Document Center
- E-Sign Tracker (status from your provider)
- Deadlines & Mileage Log
- Quick search anywhere
Luxury Estate
High-touch estate work: off-market inventory, private showings, and a global buyer registry — on top of the residential core.
- Protect off-market listings in a dedicated vault
- Coordinate private showings and concierge prep
- Match estates to a curated buyer registry
- Launch luxury campaigns without leaving the CRM
See everything included
Pipeline & Deals
- CMA Studio & Estate Valuation
- Off-Market Vault
- Private Showings calendar
People
- Global Buyers registry
- Agent Roster
- Virtual Tours
Marketing & Media
- Luxury Launch campaigns
- Concierge Prep checklists
- Listing Launch & Social Studio
Plus all Residential
- Shared CRM, drip, Market Pulse
- Document Center & E-Sign Tracker
- Desktop AI Copilot
Commercial
Brokerage and investment workflows for operators who need stacking plans, offering memos, and investor CRM — not a hotel or multifamily enterprise suite.
- Build OMs and stacking plans from the deal
- Keep investor relationships in the same CRM
- Run comps and investment math locally
- Share deal rooms from your desktop vault
See everything included
Pipeline & Deals
- Investment Engine
- OM Generation
- Stacking Plans
- Commission Calc
- P&L Statement
People
- Investor CRM
- Global Buyers
- Lead Routing
Market & Research
- Comp Engine
- Investment Analytics
- Local Data Rooms
- Deal Economics & Market Pulse
Operations
- Document Center & E-Sign Tracker
- Battle Cards
- Partner Marketplace
Requires Commercial Pro add-on or Full Suite.
Property Management
Small-operator PM: units, ledger, field work orders, and leasing bridges — with human review where screening and AI assist.
- See vacancy and units at a glance
- Reconcile the trust ledger and export for QuickBooks
- Close work orders from the field with photos
- Bring screening reports into your local vault (Beta)
See everything included
Command Center
- Managed Units & Vacancy Board
- Dashboard — Today, WO attention, glance
Financial
- Trust Ledger (bank file / CSV import)
- Utility Billing
- CSV, QuickBooks journal & 1099-prep exports
- Your payment processor bridge Beta
Leasing & Screening
- Tenant Screening (your provider → local vault) Beta
- Pet Screening Beta
- Leasing Assistant (desktop) Beta
- Lease Generator
- Encrypted application intake link
Operations & Field
- Inspections queue (sync to desktop when online)
- Maintenance tickets + On-the-Go photos
- Tenant Comms (your phone provider)
- Owner Registry & E-Sign Tracker
Screening and leasing assist are Beta and need human review. We do not claim FCRA or Fair Housing compliance — regulated workflows need your own counsel.
Requires PM add-on or Full Suite.
Shared across every workspace
Tools you keep no matter which vertical you’re in.
- Client CRM
- One contact graph across Residential, Luxury, Commercial, and PM — switch workspace without re-entering clients.
- Drip Campaigns
- Multi-step email from your own SMTP — quiet hours, unsubscribe hygiene, and simple analytics.
- Market Pulse
- MLS-connected listing intelligence. Optional Relay catches website leads while your PC is off.
- Site Builder
- Agent-branded property sites with lead capture into Lead Nurture.
- AI Copilot
- Runs on your desktop by default so prompts stay on your machine. Answers show how sure the AI is. Not available in the phone companion.
- Quick search
- Jump to any module, contact, or deal from anywhere in the app.
- E-Sign Tracker
- Track signature status for docs sent via your e-sign provider — we don’t host signing.
- Payments you own
- Connect your processor, record intents, reconcile against the ledger — Sovereign never holds card data.
- Click-to-call & SMS
- Call and text from lead and client records using credentials that stay on your computer.
- Document Center
- Deal-scoped documents with deadline tracking. Export on your terms.
On-the-Go
Call leads and close work orders from the property.
After you install the Windows desktop app and pair your phone, the companion at app.sovereignos.pro keeps field work in sync — newest leads, deal stages, work-order photos, showings, and Today. Your desktop remains home base for the full CRM. On-the-Go uses authenticated cloud mirrors for those field records; it is not the sealed offline vault on your PC.
In the field
- Today — tasks, follow-ups, and next jobs
- Leads & deals — call, note, stage updates
- Work orders — status, notes, photo attach
- Showings at a glance
- Push when something needs you
- Works on spotty coverage with an outbox
Phone is for field work
- Full CRM and AI stay on your desktop
- Companion does not unlock the sealed desktop vault
- Field sync is device-auth mirrors — not zero-knowledge vault copies
- Not a hosted resident portal or full browser CRM
How it works
From download to field-ready in four steps.
-
1
Download & unlock
Install the Windows or Linux desktop app. After Checkout, open Sovereign.OS to activate — paste a
cs_session id only if needed. Start the free 3-day trial (no card required, right in setup), a $1 / 14-day Full Suite trial, or buy Core from this site or in setup. Your encrypted vault is created on first launch. -
2
Connect what you already use
Hook up MLS, email, phone, screening, and payments. Credentials stay in your computer’s password vault — we never store those passwords.
-
3
Pick your workspace
Switch between Residential, Luxury, Commercial, or PM. Import your sphere, add leads, set drips, and run the day from Dashboard Today.
-
4
Pair On-the-Go
Generate a pairing code on desktop, open app.sovereignos.pro, and take leads, field work orders, and showings with you. Optional Relay keeps website leads arriving while your PC is off.
Compare
For CRM agents and PMS operators — honest side-by-sides.
Core buyers usually leave Follow Up Boss, kvCORE, Lofty, or Sierra. Full Suite and PM add-on buyers also weigh AppFolio-class cloud PMS. Buy-once, local-first ownership vs cloud rent — each page uses battle-card research, not marketing fluff.
CRM
Follow Up Boss
Zillow-owned lead routing — best-in-class follow-up automation, zero local market intelligence.
Read the honest comparison →
CRM
kvCORE
Inside Real Estate's all-in-one — powerful for enterprise teams, heavy for everyone else.
Read the honest comparison →
CRM
Lofty
AI-powered lead scoring rebranded — strong automation, enterprise price before enterprise volume.
Read the honest comparison →
CRM
Sierra Interactive
IDX + website lead machine — strong web capture, monthly SaaS rent for the stack.
Read the honest comparison →
Also for PMS operators
Cloud PMS rent vs ownership — when AppFolio-class tools aren’t the fit.
Agents start with the CRM cards above. Small operators who also run rentals weigh cloud PMS next — resident portals and per-door pricing vs a buy-once desktop vault with agent CRM depth. Built for brokerages and small operators — not enterprise multifamily suites. CRM side-by-sides: Follow Up Boss, kvCORE, Lofty, and Sierra Interactive.
| Dimension | Typical cloud PMS | Sovereign.OS |
|---|---|---|
| Who holds your data | Vendor-hosted database | Encrypted vault on your desktop |
| Pricing | Per unit/door monthly | Buy once — Core $599, Full Suite $1,299 |
| Agent CRM | Weak or absent | Deep — four workspaces, MLS-connected tools |
| Screening | Vendor-integrated | Your provider → report stored locally (Beta) |
| Applications | Hosted applicant portal | Encrypted intake link → your local vault |
| E-sign | In-platform send/sign | Track status from DocuSign and similar — we don’t host signing |
| Rent collection | Vendor payment rail | Your processor — record intent + reconcile (Beta) |
| AI assist | Cloud bots | Desktop AI — prompts stay on your machine (Beta) |
| Mobile | Full cloud apps | On-the-Go companion — field jobs after pairing, not a full CRM |
| Who owns compliance docs | Incumbent legal teams | You and your counsel — we ship tools with human review, not certifications |
| Data pooling | Rent algorithms, lead resale | Your vault is never pooled for pricing or resale |
Battle cards
See the stack you’re leaving — and what you keep.
PMS-operator cards for AppFolio, Yardi, and Buildium. CRM agents: start with the Follow Up Boss / kvCORE / Lofty / Sierra cards above. Pick a competitor, skim pricing and trade-offs, then estimate switching cost with your own monthly spend. Numbers are planning estimates, not guarantees.
Switching-cost estimator
Enter what you pay today. We compare that to Sovereign’s one-time license (Core or Full Suite) plus an optional Relay mid-estimate. Use this when talking with a peer who is still renting SaaS — show the math, don’t invent claims.
Pricing
Buy once. Own the license.
One-time licenses — no per-seat fees, no per-door meter. Start free for three days with no card, or try Full Suite for fourteen days for $1, then choose Core ($599) or keep Full Suite ($1,299). On-the-Go ships with your license after you pair.
Launch pricing for early adopters — buy-once rates hold through v1.0.
Core
$599 one-time
Residential and Luxury — close deals, nurture clients, and run marketing without paying monthly rent on your CRM.
- Pipeline, Client CRM, Lead Nurture
- Drip campaigns from your email
- Click-to-call & SMS
- Desktop AI Copilot
- On-the-Go field companion
- Basic Commercial navigation
Full Suite
$1,299 one-time
Best value — saves $198 vs à la carte
Everything in Core, plus Commercial Pro and Property Management — all four workspaces in one purchase.
- Commercial: investments, OMs, stacking, investor CRM
- PM: units, trust ledger, screening & leasing (Beta)
- One CRM — switch workspace instantly
Commercial Pro
$399 one-time
Add investment, OM, stacking, and investor CRM to Core. Included in Full Suite and in the $1 / 14-day trial.
Bundle in Full Suite Or unlock after Core in Settings → Billing
Property Management
$499 one-time
Add units, trust ledger, screening, and leasing to Core. Included in Full Suite and in the $1 / 14-day trial.
Bundle in Full Suite Or unlock after Core in Settings → Billing
Relay
~$14/mo
Optional — so website leads still arrive when your PC is off. Not a second CRM subscription.
Available in Settings → Billing after you activate
Free trial
Free / 3 days
Three days on the house — no card required, nothing to cancel. Install, open the app, and use the real product before you decide.
Start free — no card Download and open Sovereign.OS — no checkout step
Full Suite trial
$1 / 14 days
Full Suite for fourteen days — Commercial Pro and PM included. Card required. Nothing is charged automatically. When the trial ends you choose Core ($599) or Full Suite ($1,299).
Trust
What stays local — and what this is not.
The Windows desktop vault is local-first: deals, leads, and client files are encrypted on your machine. On-the-Go is a paired companion that uses authenticated cloud mirrors for mobile field access — useful, and not the same trust boundary as the sealed offline vault. You plug in MLS, email, phone, screening, and payments yourself. Export anytime. We are careful about regulated claims — tools with human review, not compliance certificates.
What you get
- Encrypted desktop vault for deals, leads, and documents (system of record)
- Service credentials stay in your computer’s password vault
- Desktop AI keeps prompts on your machine by default
- On-the-Go field companion after pairing; desktop stays home base
- Export CSV, QuickBooks, and owner statements anytime
What this is not
- Not FCRA, Fair Housing, or HUD certified — counsel is on you for regulated PM
- Not a full e-signature platform (track status from your provider)
- Not a hosted resident portal or a sealed vault in the browser
- Not SOC 2 certified today — and not enterprise offline DRM
How encryption works (short)
Your desktop vault is encrypted on disk. Optional Relay only holds sealed messages it cannot read. Optional LAN sync and your own cloud backup stay end-to-end encrypted. Companion On-the-Go syncs selected field records over device-authenticated mirrors — that path is not zero-knowledge vault encryption. Technical cipher details live in the product for operators who want them — not in the sales pitch.
Licensing when you’re offline
Entitlements are verified online against our billing API when a connection is available. Offline use relies on cooperative / cached entitlement state on the device — not cryptographically fail-closed offline DRM. Fine for this pilot; enterprise buyers who need hard offline enforcement should treat that as a known limitation.
Windows desktop · unsigned pilot build — no invented customer counts, no fake SOC 2
Sovereign.OS is approaching v1. PM screening and leasing tools are Beta with human-review guardrails. Regulated PM workflows need your own counsel. Privacy · Terms
FAQ
Questions buyers ask before switching CRMs.
Straight answers on local-first CRM, Windows desktop licensing, buy-once pricing, and how Sovereign compares to cloud tools agents already know.
What is a local-first CRM for real estate?
Your deals, leads, and client files live in an encrypted vault on your Windows PC as the system of record — not a vendor database you rent monthly. Sovereign.OS is a local-first real estate OS and agent CRM: you own the license and the book. On-the-Go uses authenticated cloud mirrors for field access and is not the sealed offline vault. Optional Relay only holds sealed messages it cannot read.
Is Sovereign.OS a Follow Up Boss alternative?
For agents who want speed-to-lead and field follow-up without renting their database forever — with an honest trade-off. Follow Up Boss is excellent at cloud mobile CRM and integrations. Sovereign wins on local data custody, buy-once pricing, CMA/deal tools in-app, and four workspaces (including PM). Desktop is home base; On-the-Go covers field jobs after pairing. See our comparisons for Follow Up Boss, kvCORE, Lofty, and Sierra Interactive.
How much does Sovereign.OS cost?
Buy once: Core is $599 one-time; Full Suite is $1,299 one-time. Start free for 3 days — no card required, or try Full Suite for $1 / 14 days — there is no automatic post-trial charge; you buy Core ($599) or Full Suite ($1,299) only when you choose to. No per-seat or per-door meter. Optional Relay is ~$14/mo so website leads still arrive when your PC is off. Commercial Pro ($399) and PM ($499) unlock after Core in Settings → Billing, or bundle in Full Suite.
Does it work on Windows only?
Yes — the full CRM is a Windows desktop app. After you install and pair, the companion at app.sovereignos.pro handles field work (leads, stages, work-order photos, showings).
Is there a per-door or per-seat fee?
No. Core and Full Suite are one-time licenses — a buy-once CRM with no per-door rent. The only optional recurring cost is Relay for offline lead capture.
Where does my client data live?
On the Windows desktop, in an encrypted local vault — that is the system of record. Credentials stay in your computer’s password vault. Your book is never pooled for lead resale. After pairing, On-the-Go uses authenticated cloud mirrors for selected field records so you can work from your phone; those mirrors are not the sealed offline vault.
Does the license work offline?
Yes for normal pilot use: the app verifies entitlements online when it can, and otherwise relies on cooperative / cached entitlement state. That is not cryptographically fail-closed offline DRM — honest for a pilot; call it out if you are buying for enterprise offline enforcement.
Can I manage rentals and sales in one app?
Yes with Full Suite (or Core plus add-ons). Residential, Luxury, Commercial, and Property Management share one client graph — switch workspace without re-entering people. PM screening and leasing tools are Beta with human review.
How do I get started?
Start the free 3-day trial (no card required) by downloading the app, or
start the $1 / 14-day trial,
download the Windows installer, then open Sovereign.OS to activate from the success page.
Paste a cs_ session id only if the deep link needs a nudge. Connect what you already use, then pair On-the-Go when you need the field companion.
Origin note: Sovereign started as a broader OS toolkit idea; we narrowed to real estate — one operating system for agents, brokers, and small operators who want to own their book.
Community
Join the operators building local-first real estate.
Agents, brokers, and property managers comparing notes on ownership economics, workflows, and the roadmap — plus direct access to the team. The conversation happens on Discord first.
Get access
Three days free with no card, or fourteen days of Full Suite for a dollar — then choose Core or Full Suite.
Run every workspace on your Windows machine before you commit. After Checkout, open Sovereign.OS to activate. Pair On-the-Go when you’re ready for the field. One-time license — no per-seat or per-door meter after trial.
Start $1 trial — Full Suite, 14 days
Try free — 3 days, no card
Buy Core — $599
Buy Full Suite — $1,299
Talk to us
Intro pricing for early adopters — lock in buy-once before v1.1.
Card required for the $1 trial; the 3-day free trial needs no card. No automatic post-trial charge — continuing requires buying Core ($599) or Full Suite ($1,299). Relay sold separately.
After Checkout: Open Sovereign.OS to activate — paste the cs_ session id only if needed.
Companion is at app.sovereignos.pro after pairing.