Question 1

What is SAM?

Accepted Answer

SAM (Systems Accelerator Manager) is Workflow Secrets’ real estate systems platform — contacts, properties, calendar, inbox, landing pages, and date-driven Routines in one workspace.

Question 2

How do I start a free trial?

Accepted Answer

Visit sam.workflowsecrets.info and sign up. Choose a plan tier based on team size; you can adjust as you grow.

Question 3

What is Co-Pilot?

Accepted Answer

Co-Pilot is an optional 8-week done-with-you program to integrate SAM into how you work. Self-serve users also have SAM Guide inside the product.

Question 4

Can I book a demo before signing up?

Accepted Answer

Yes — schedule a walkthrough from the demo page or header CTA.

Question 5

Who built SAM?

Accepted Answer

SAM was co-created by Mark Stepp (Co-Founder & CTO / Lead Systems Architect) and Cody Stepp (Co-Founder & CEO) — a father-and-son team in Missouri. Mark brings 36+ years designing real estate CRM and automation; Cody leads vision, GTM, customer adoption, and growth. Read their bios and origin story on the About page.

Question 6

Why was SAM created?

Accepted Answer

Mark and Cody saw talented agents overwhelmed by disconnected tools and memory-based follow-up. Traditional CRMs stored data but did not help run the business. They built SAM from the ground up as an AI-native operating system — not AI bolted onto an aging CRM — so agents can get time, clarity, and their lives back while keeping relationships human.

Question 7

Is SAM a CRM?

Accepted Answer

SAM includes CRM capabilities but is built as a systems platform — Routines, RE records, and calendar-driven ops are first-class, not add-ons.

Question 8

Does SAM handle listings and transactions?

Accepted Answer

Yes. Properties, listings, transactions, and projects link to contacts with milestone-driven Routines and checklists.

Question 9

What is C.O.R.E.?

Accepted Answer

Conversion, Operations, Retention, and Experience — a framework for organizing client lifecycle systems in SAM.

Question 10

What does SAM Chat do?

Accepted Answer

In-app assistant for how-to help, daily briefing, record lookup, and prepared SMS/email — you confirm client-facing actions.

Question 11

Do I need my own AI API keys?

Accepted Answer

Most AI features use bring-your-own keys (OpenAI, Google Gemini, etc.). Plan tiers limit the number of AI agents.

Question 12

Will AI message my clients automatically?

Accepted Answer

SAM Chat requires your confirmation before client sends. Routines can send templates you configure — you own those workflows.

Question 13

What are Routines?

Accepted Answer

Date-triggered workflows that send email, SMS, call list items, checklists, and more when milestones arrive or change.

Question 14

Are Routines the same as email drips?

Accepted Answer

Routines anchor to real estate dates — listing live, inspection, closing — not just day-3-of-sequence timing.

Question 15

Can I import contacts?

Accepted Answer

Yes — CSV, vCard, Excel, PDF extraction, AI-assisted import, and Chrome extension capture.

Question 16

What is spouse sync?

Accepted Answer

Linked spouse contacts can auto-sync selected fields to reduce duplicate household entry.

Question 17

Can I text from SAM?

Accepted Answer

Yes. With Twilio connected, SMS appears in Inbox threads linked to contacts. Add the WhatsApp integration (on the same Twilio account) to send and receive WhatsApp in Inbox, Outbox, and Routines.

Question 18

What is the Outbox?

Accepted Answer

Approval queue for scheduled and bulk sends before they reach clients.

Question 19

How many users can I add?

Accepted Answer

Plans range from 1 user (Systems Starter) to 25+ (Enterprise). See pricing for seat counts and limits.

Question 20

Does SAM support lead routing?

Accepted Answer

Yes for teams with routing configured in Setup — round robin, pools, and rules.

Question 21

Which integrations are available?

Accepted Answer

28 verified integrations including Google, Outlook, Twilio, WhatsApp, Facebook Lead Ads, SendGrid, Gemini, OpenAI, xAI / Grok, Anthropic Claude, BombBomb, and Handwrytten.

Question 22

What is the SAMChat website widget?

Accepted Answer

Embed script for visitor chat on your public site — separate from in-app SAM Chat assistant.

Question 23

Is the product different on each tier?

Accepted Answer

No — same SAM platform at every tier. Higher tiers add seats and capacity limits for pages, forms, saved resources, and AI agents.

Question 24

How does Enterprise pricing work?

Accepted Answer

Starts at $2,000+/month plus setup on a 12-month contract for 25+ users, with white-glove onboarding. Additional per-seat pricing beyond 25 users. Contact us for details.

Question 25

Where is SAM hosted?

Accepted Answer

The SAM app runs on Google Cloud / Firebase. See our security page for verified infrastructure details.

Question 26

Where is your privacy policy?

Accepted Answer

Our privacy policy and earnings disclaimer are published on this site and linked from the footer.

Question 27

How do I get help?

Accepted Answer

Email help@workflowsecrets.info or use SAM Guide and SAM Chat inside the product for how-to articles.

Question 28

Do you publish books or resources?

Accepted Answer

Workflow Secrets offers books and programs linked from the resources section.

Question 29

Can I move data from my current CRM?

Accepted Answer

SAM supports CSV import, smart import, and integrations. Contact us for migration planning — we help map fields without promising one-click migration from every legacy system.

Question 30

Can SAM replace multiple tools?

Accepted Answer

Many teams consolidate CRM, inbox, pages, and automation into SAM while keeping specialized integrations like video or direct mail.

Frequently asked questions

Getting started

Product capabilities

AI

Automation

Contacts and data

Communication

Teams

Integrations

Pricing and billing

Security and privacy

Support and training

Migrating from another system

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