Built on C.O.R.E. Founding Cohort is underway. You can still join and get caught up. Applications are open.
Learn moreReal estate systems platform
Nothing important falls through the cracks
And still sounds like you
Deadlines, appointments, follow-up, and notifications — on the dates you decide matter. SAM brings contacts, deals, calendar, and communications into one workspace so the next step doesn't depend on memory.
Not ready yet? Take the 3-minute CRM readiness assessment
Built by Workflow Secrets for agents and teams who want systems, not another generic CRM.
Sound familiar?
Your business runs on memory, sticky notes, scattered spreadsheets, and apps that don't talk to each other. Follow-up depends on whether you had a spare minute. Listing dates move — and the plan in your head doesn't move with them.
When a client slips through the cracks, it doesn't feel like a software problem. It feels personal — like you're letting people down.
Good agents shouldn't lose relationships because their tools can't keep up.
You shouldn't have to be the system. SAM gives you one workspace for relationships and deals, with Routines that run when dates change and messages that still sound like you.
Agents building with SAM
Real estate professionals share how SAM fits their business — on camera and in their own words.
Watch their stories
Don P.
Real estate professional · San Diego, CA
Laura L.
Real estate professional · Bermuda Dunes, CA
In their words
After spending a few days clicking around I was able to create five lead magnets going over the buying side experience for new homeowners that I plugged into my website. Pointed some social media traffic towards them, offered them as bonuses, and have an ad running for one. I now have 17 new leads coming in just from this. The best part is they are already qualified. This software is a slam dunk!
Real estate agent · Springfield, MO
SAM has become an indispensable tool in my real estate arsenal. The ease of creating and implementing systems, along with the guided layout of it all, I can already tell is going to take my business productivity to new heights. Now I've tasted it, I can't imagine running my business without SAM!
Real estate agent · Springfield, MO
Your plan
Get started in three simple steps
No mystery onboarding. Here's exactly how agents and teams start with SAM.
Start your free trial
Create your SAM account and pick the plan that fits your team size.
Import contacts & turn on one Routine
Bring in your database, connect lead sources, then pick a key date — listing launch, contract milestone, or anniversary — and let SAM queue the next right action.
Run your week from the command center
Use dashboard, calendar stats, inbox, and call lists to see what's due and follow through with confidence.
Not ready to sign up? Take the 3-minute CRM readiness assessment
What success looks like
A business that runs consistently — while relationships stay yours.
Know what needs attention
Dashboard, calendar stats, and SAM's daily briefing surface overdue work — not just today's appointments.
Follow up consistently
Routines, call lists, and inbox/outbox keep outreach on rails without generic drip tone.
Protect client relationships
Full history on every contact and deal — so handoffs, referrals, and past clients stay personal.
Built on C.O.R.E.
Build the business behind the software.
Built on C.O.R.E. is a 16-week coached implementation program for SAM users who want connected systems for leads, clients, transactions, retention, and a more manageable life. The Founding Cohort is underway, and you can still join and get caught up.
Plans that scale with your team
Same SAM product at every tier — capacity grows with your seats and usage limits.
Systems Starter
Solo agents — optimize your operation
$89/mo
1 user
C.O.R.E. Agent
Small teams — empower your team's path
$249/mo
3 users
System Savant
Growing teams — ultimate plan for scaling teams
$369/mo
5 users
Same SAM product at every tier — compare limits and features
Evaluating SAM?
Straight answers before you sign up.
SAM (Systems Accelerator Manager) is a real estate systems platform from Workflow Secrets. It combines your contact database, property and transaction records, calendar, inbox, and outbound messaging — with Routines that automate follow-up on key dates. AI helps inside the product; you stay in control of client-facing sends.
SAM is built around systems and dates — Routines tied to listing milestones, contract events, and client lifecycle — not just contact records and manual tasks. Real estate entities (properties, listings, transactions) are first-class. The goal is operational consistency and relationship-first follow-up, not a generic sales pipeline.
SAM Chat answers how-to questions, summarizes your day, looks up contacts and calendar, and prepares SMS or email — you confirm before anything sends. Inbox AI drafts replies. Landing pages, routines, and content tools can use your connected AI providers. SAM is not designed to replace you with autonomous outbound messaging.
Yes — you can start a free trial in the SAM app anytime. Pick the plan that fits your team size on the pricing page; limits scale by tier while the core product stays the same.
Yes. Team plans add seats, shared workflows, lead routing, permissions, and team dashboards. Many teams start with C.O.R.E. Agent (3 users) and grow from there.
SAM supports CSV import, smart import, landing page capture, and integrations for lead sources. For migration planning, contact us — we'll help you map fields without promising a one-click switch from every legacy system.
Yes. Built on C.O.R.E. is a 16-week founder-led cohort for owners who want to build connected systems in SAM. Co-Pilot is a separate 8-week one-on-one setup program. Self-serve users also have SAM Guide inside the product.
SAM connects to Google, Outlook, Twilio, WhatsApp, Facebook Messenger, Instagram Messaging, Facebook Lead Ads, SendGrid, BombBomb, Handwrytten, and many more — for lead capture, email, SMS, AI, and marketing. See the integrations page for the full verified list.
Build a business that runs consistently — and stays personal
Start a trial today, or book a one-hour walkthrough. Either way, you'll know exactly what SAM does for your business in the first week.