Real estate systems platform
Real estate software that automates follow-up on listing and contract dates
SAM brings contacts, deals, calendar, and communications into one workspace — then runs Routines on the dates that matter, so you stay consistent without sounding like a drip campaign.
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.
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.
Your plan
Get started in four simple steps
No mystery onboarding. Here's exactly how agents and teams start with SAM.
Start your free trial
Create your account at sam.workflowsecrets.info and pick the plan that fits your team size.
Import contacts & connect leads
Bring in your database, hook up landing pages or integrations, and stop copying leads between tools.
Turn on one Routine
Pick a key date — listing launch, contract milestone, or client 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
Information, dates, and relationships → consistent action
SAM connects what you already track — contacts, properties, listings, transactions, calendar activities — to Routines that queue the right next step at the right time.
Capture & organize
Contacts, properties, and deals live together. Landing pages, forms, and integrations feed leads into one database.
Schedule on key dates
Contract milestones, listing launches, and client anniversaries drive calendar activities — not just reminders on a sticky note.
Run Routines
Email, SMS, WhatsApp, call lists, checklists, and tasks fire from those dates — with Outbox review when you want a human gate.
Assist with SAM Chat
Ask how to do something in SAM, see what's on your calendar, or prepare a text — you confirm before anything goes to a client.
Outcomes that matter day to day
Organized around what agents actually need from a system — not feature checklists.
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.
Build repeatable systems
Checklists, templates, and C.O.R.E.-aligned workflows turn best practices into defaults.
Protect client relationships
Full history on every contact and deal — so handoffs, referrals, and past clients stay personal.
Reduce repetitive work
Automate the administrative loops; spend saved time in conversation and advice.
Create a better client experience
Timely updates, prepared messages, and operational memory — clients feel informed, not processed.
See the workspace
One environment for CRM, operations, and communications — designed for residential real estate.
The C.O.R.E. flywheel
Conversion, Operations, Retention, and Experience — four connected areas of your business, not four separate projects. SAM Routines link them on the dates that matter.
Explore C.O.R.E.Built for how you work
Whether you're building habits or scaling a team, SAM meets you where you are.
New agents
Start with guided systems instead of reinventing follow-up.
Learn more →Solo agents
One workspace replaces the patchwork of tools.
Learn more →High producers
Pipeline visibility and automations that keep pace with volume.
Learn more →Teams & leaders
Lead routing, permissions, and shared operational memory.
Learn more →Lead follow-up
Speed-to-lead, call lists, and landing pages on one rail.
Learn more →AI without losing touch
SAM Chat prepares; you approve. Relationships stay yours.
Learn more →
Works with the tools you already use
Connect lead sources, email, SMS, AI, and marketing platforms — verified integrations only.
Google
Gmail, Calendar, and Contacts — OAuth sync in one connection.
Microsoft Outlook
Email and calendar for Microsoft 365 users.
Twilio
SMS, MMS, and Voice Forward — texting plus inbound calls and voicemail.
WhatsApp
WhatsApp Inbox, Outbox, and Routines via Twilio WhatsApp.
Facebook Lead Ads
Import leads from Lead Ads directly into SAM.
Google Gemini
AI content, Knowledge Library, and SAM Chat actions.
OpenAI
Bring your own models for generations and assistants.
xAI / Grok
Bring your own xAI key for Grok in chat and generations.
Anthropic Claude
Bring your own Anthropic key for Claude in chat and generations.
28 verified integrations in SAM — see full list
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
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.
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.