Platform overview
One workspace for the business side of your business
SAM is a real estate systems platform: CRM, deal execution, communications, and automation connected on key dates — with AI that assists behind the scenes.
See the workspace
One environment for CRM, operations, and communications — designed for residential real estate.
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, Messenger, Instagram, 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.
Platform modules
Every capability connects to contacts, deals, and dates — explore the details.
Contacts & relationships
Database, tags, pipelines, imports, spouse sync, and full activity history on every person.
Feature detail →Properties, listings & transactions
RE-native records linked together — from listing prep through contract milestones to close.
Feature detail →Client Portal
Branded buyer & seller experiences with milestones, documents, and your team — $40/mo add-on.
Feature detail →Routines & automation
Date-driven workflows for email, SMS, call lists, checklists, and webhooks — the core of SAM.
Feature detail →Calendar & tasks
Activities tied to contacts and deals; when dates move, Routines move with them.
Feature detail →Inbox & Outbox
Unified threads, SMS, templates, scheduled sends, and approval queue.
Feature detail →Landing pages & lead capture
Surveys, assessments, campaign widgets, approvals, and CRM writeback — without a separate form stack.
Feature detail →Call lists
Prospecting queues plus Voice Forward voicemail, callback timelines, and AI-assisted talking points.
Feature detail →SAM Chat & AI
In-app assistant for how-to help, daily briefing, lookups, and prepared outreach — you confirm sends.
Feature detail →Command center
Configurable dashboard widgets — calendar, outbox, inbox, C.O.R.E. stats, pipelines, and more.
Feature detail →
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.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 Messenger
Page Messenger DMs, icebreakers, and comment→DM in Inbox.
Instagram Messaging
Instagram professional DMs and comment→DM in Inbox.
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.
30 verified integrations in SAM — see full list
See SAM in your business
Start a trial or schedule a walkthrough with our team.