Gifted Pro

Relationships don't end when the work does. Neither should the thoughtfulness.

The best referrals don't come from another branded cutting board. They come from clients who feel remembered.

Gifted Pro helps you remember birthdays, celebrate milestones, and send gifts your clients actually want, without the spreadsheets, the sticky notes, or the last-minute Target run.

Get Gifted Pro

$19.99 a month, and as a founding member that rate is locked in for life. Cancel anytime from the app; your subscription renews each month until you do. Past payments aren't refundable.

a different way to do business

I try to do business differently. Maybe you do too.

Anyone can send a thank-you gift. The professionals people remember are the ones who stay in touch long after the invoice is paid.

The birthday text.
The anniversary of the day they hired you.
The congratulations on the new baby.

The little moments that remind your clients they weren't just another transaction. Gifted Pro helps make those moments easy, and genuinely personal.

know before you buy

Stop guessing. Start gifting smarter.

Your clients tell Gifted their favorite brands, hobbies, sizes, colors, coffee order, wish list, and even what they never want to receive again.

You stop guessing. They feel genuinely known.

‹

Gift profile

Sarah Whitfield
Past client · Closed March 2024
🎂 Birthday in 12 days
☕
DrinksOat milk lavender latte, dry Riesling
📚
ReadingHistorical fiction, anything Kate Quinn
🥣
CollectsLe Creuset, slowly, in sage
🪴
HobbiesGardening, pottery class on Thursdays
💙
ColorsNavy, sage, warm cream
🚫
Please avoidAnything scented, candles, popcorn tins
Her words, not your guesswork.

Your clients deserve better than…

Another branded cutting board
A candle you panic-bought at HomeGoods
A porch pumpkin because Pinterest said so
Yet another logo coffee mug
Gourmet popcorn tin #14
A gift basket assembled entirely at Costco

Thoughtful beats generic. Every time.

everything you need

Build the kind of relationships that generate referrals for years.

🏡

The milestones that matter in your field

Homeversaries, policy renewals, annual reviews, work anniversaries. You pick which ones to track; they surface before they pass.

👤

Know exactly what they'll love

Their own Gift Profile tells you, so you are never guessing.

🛡️

Built-in compliance reminders

FINRA, RESPA, and the IRS $25 rule, surfaced for your industry so a thoughtful gift never becomes a problem.

💵

Set a gift budget, stay on it

Choose a per-client cap and every suggestion stays at or under it.

♾️

One private CRM for every client

Unlimited clients, bulk import your whole book, gift history and spend per person. No spreadsheet, no sticky notes.

✨

AI gift ideas, matched to each person

Real, giftable suggestions built from what they actually told you they like.

If you have clients, this is for you.

Gifted Pro started with realtors, but forgetting a client's birthday is not a real estate problem. It's a client problem.

RealtorsMortgage professionalsFinancial advisorsInsurance agentsAttorneysAccountants & bookkeepersWedding plannersInterior designersPhotographersSalon & med spa ownersContractors & buildersConsultants & coachesAgencies & freelancersClient success teamsAnyone with a book of business
imagine this instead

Their birthday is next week.

Instead of wondering what to send, Gifted reminds you. You open their Gift Profile.

They've been wanting a Ninja Creami, love lavender, drink oat milk, cheer for the Braves, and collect Le Creuset.

Now you're sending something that feels personal, not predictable.

That's the difference.

pricing

Simple, and worth it after one referral.

🎉 Founding member

$19.99 / month
As a founding member, your rate is locked in for as long as you stay subscribed. When the price goes up for people who join later, it does not go up for you.
  • $19.99 a month, locked in for life
  • Every future Pro feature at no extra cost
  • Unlimited clients, bulk import your book
  • Industry milestones & compliance reminders
  • Per-client gift budget cap
  • AI-powered gift recommendations
  • Cancel anytime
Get Gifted Pro

$19.99 a month. Your subscription renews automatically each month, and you can cancel anytime from the app to stop future charges. Past payments aren't refundable. See our Terms and Privacy Policy.

Frequently asked questions

Do my clients have to pay?

Nope. Gifted is completely free for your clients. Only professionals who want Pro features need a subscription.

Is my clients' information private?

Absolutely. Clients decide exactly what they share and who can see it.

Is this just for realtors?

No. Gifted Pro started with realtors because that's a business built entirely on referrals, but the same thing is true for advisors, agents, attorneys, planners, designers, contractors, consultants, and salon owners. If forgetting someone would cost you, Gifted Pro is built for you.

Can I use it for my own family and friends too?

Yes, and you should. Your subscription is yours. Keep your clients on one side and the people you actually buy birthday presents for on the other. It's the same app either way.

What if my clients aren't the gift-profile type?

Most people fill one out in about two minutes, because answering "what do you actually want" is more fun than receiving another popcorn tin. And anything they add to a wish list shows up for you automatically.

Can I cancel anytime?

Yes. No contracts, no commitments. Stay because you love it.

the bottom line

Great businesses are built on great relationships.

Gifted Pro helps you remember the little things that leave a lasting impression. Because thoughtful beats generic. Every single time.

Get Gifted Pro
Gift smarter. Every time.