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.
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 →
Organized by C.O.R.E.
Conversion, Operations, Retention, and Experience — see how SAM maps to the full client lifecycle.
Explore C.O.R.E. →See SAM in your business
Start a trial or schedule a walkthrough with our team.