Your CRM Should Work Around You.
We configure it around the way you sell, connect the tools you actually use, and automate the follow-up that shouldn’t depend on your memory.
Ask AI when you need an answer. Let the system handle the routine when you don’t.
- Built around your workflow
- Routine follow-up automated
- Ask AI for answers
- Add tools as you grow
In business since 2001 • 25 years serving real estate agents
Asked about listings in her price range
Discussed viewing schedule for the weekend
Sent 3 matching listings
Contacts, conversations and pipeline — in one place
No Two Agents Work the Same. Your CRM Shouldn’t Either.
Some agents live on referrals. Some prospect every day. Some focus on buyers, listings, condos or a particular market. Your CRM should reflect the way you actually do business.
We configure your pipeline, lead sources, follow-up, communication and automation around the way you work, and the system can evolve as your business does.
Your CRM Setup
- Lead SourcesRealtor.ca, website, referrals and supported sources
- PipelineBuilt around your sales process
- Follow-UpTiming and priorities based on the way you work
- CommunicationEmail, calling and texting setup where supported
- AutomationRoutine actions and reminders configured around your process
- CalendarAppointments and follow-up connected to the CRM
Built around your business, not somebody else’s workflow.
It Works the Database While You Work the Business.
You shouldn’t have to remember every birthday, anniversary, stale lead, overdue follow-up or next step. Configure the CRM to keep watch on routine opportunities and follow-up, then use Ask AI whenever you want an answer without digging through the database.
Let It Work
The system handles configured routine monitoring and follow-up without relying on your memory, so the ordinary stuff keeps moving on its own.
- Birthday coming upTrigger the configured outreach or follow-up
- Home anniversary approachingTrigger the configured past-client follow-up
- New Realtor.ca lead arrivesCreate or update the contact, record the source and trigger the configured next step
- Lead hasn’t been touchedFlag it or trigger the configured follow-up
Basic CRM automation is included. More advanced campaigns, funnels and custom automation systems are available separately.
Just Ask
When you want an answer, you don’t need to remember where the information lives. Ask the CRM in everyday language.
Find seller leads I haven’t spoken to recently.
I found 6 seller leads you haven’t contacted in the last 30 days.
+ 3 more
Answers come from the contacts, conversations and history already in your CRM, so you can see who’s worth calling without digging through records.
Sent 3 listings in his price range
15-min call — pre-approval confirmed
Wants a 3-bed near good schools
Welcome email + buyer guide sent
Everything in One Conversation.
Every call, text, email, note and appointment stays connected to the contact, so the full relationship history lives in one place and the next action always follows the conversation.
From New Inquiry to Closing.
Keep the relationship, communication and next step connected as a lead moves from first inquiry to client.
Swipe to view all stages
Pipeline stages, tasks and next actions are customizable, set up to match how you or your team actually work.
More Than a CRM. Ready to Work.
Your CRM comes with the core tools you need to communicate, follow up and stay organized — all connected around the same contact database.
CRM & Pipeline
Keep contacts, opportunities, notes and next steps organized in one place.
Email & Campaigns
Send one-to-one emails and campaigns while keeping communication connected to the right contact.
Phone & Text
Call and text from the CRM while keeping conversations connected to each contact.
Online Booking Calendar
Let leads and clients book available times directly into your calendar.
Custom QR Codes
Create branded QR codes that connect signs, print pieces and other offline marketing to your follow-up.
Automated Follow-Up
Automate routine reminders, lead handling and follow-up around the way you work.
Supported lead sources can be connected where applicable.
Phone, SMS and other usage-based charges may apply.
Appointment booking is included with BizBoss CRM and is also available separately. Explore Appointment Booking →
Reputation Management is included with BizBoss CRM and is also available separately. Explore Reputation Management →
Built to Grow With You.
Add advanced automation or other services later if and when they make sense for your business.
Built for Real Estate. Proven Since 2001.
Real Estate Machine has been helping real estate agents stay visible and stay in touch since 2001. Founded by a former real estate agent, the business is built around an understanding of how real estate actually works.
25 Years in Business
Helping real estate agents since 2001.
Founded by a Former Agent
Built by someone who has worked in real estate firsthand.
Canada & the United States
Serving real estate agents on both sides of the border.
CRM for Individual Agents
Choose your country at signup to confirm currency and billing details.
CRM
Your contacts, follow-up and daily work in one place.
Additional users: $25/month each. Contact us to add users.
- Contact management, notes and contact history
- Tasks and reminders
- Lead and opportunity pipelines
- Individual email and email campaigns
- Workflow creation and editing
- Mobile app access
- One user included
30-day money-back guarantee on your first monthly subscription. Details
Usage charges, phone-number purchases and separately quoted services are excluded.
CRM + AI
Everything in CRM, with AI tools when you want a hand.
Additional users: $25/month each. Contact us to add users.
- Everything in CRM
- Ask AI assistance inside your CRM
- Conversation AI tools for lead follow-up
- Voice AI tools for phone conversations
- AI tools you can configure around your business
- One user included
Not included: AI usage, calling, texting and phone numbers are additional. A configured AI receptionist, custom AI setup and done-for-you automation are not included in this monthly price.
30-day money-back guarantee on your first monthly subscription. Details
Usage charges, phone-number purchases and separately quoted services are excluded.
Custom Solutions
For larger teams and a setup built around your business.
- Larger teams and multiple users
- Contact migration and data preparation
- Custom workflows and follow-up systems
- AI receptionist or lead-assistant setup
- Integrations and tailored onboarding
- Scope and pricing agreed before work begins
Custom work is quoted separately.
Prefer to explore first? Try it free for 14 days.
No credit card required. No automatic paid subscription.
Email sending, phone numbers, calls, texts, AI usage and premium workflow actions are charged separately from your monthly plan. Communication services require setup before use.
Compare the Plans
| Capability | CRM | CRM + AI | Custom Solutions |
|---|---|---|---|
| Core features | |||
| Contact management | Included | Included | Based on your selected CRM plan |
| Notes and contact history | Included | Included | Based on your selected CRM plan |
| Tasks and reminders | Included | Included | Based on your selected CRM plan |
| Lead and opportunity pipelines | Included | Included | Based on your selected CRM plan |
| Mobile app access | Included | Included | Based on your selected CRM plan |
| Communication | |||
| Individual email | Included | Included | Based on your selected CRM plan |
| Email campaigns | Included | Included | Based on your selected CRM plan |
| Calling | After activation & setup | After activation & setup | After activation & setup |
| Text messaging | After activation & setup | After activation & setup | After activation & setup |
| Automation | |||
| Create and edit workflows | Included | Included | Quoted separately |
| Automated follow-up sequences | Included | Included | Quoted separately |
| AI | |||
| Ask AI | Not included | Included | Quoted separately |
| Conversation AI | Not included | Included | Quoted separately |
| Voice AI | Not included | Included | Quoted separately |
| Account and implementation | |||
| Included user | Included | Included | Quoted to fit your team |
| Additional users | $25/month each | $25/month each | Quoted to fit your team |
| Custom setup and implementation | Not included | Not included | Quoted separately |
Check marks indicate feature access. Usage charges and service setup may apply. CRM + AI adds Ask AI, Conversation AI and Voice AI access. Custom Solutions is for implementation and larger-team requirements.
Questions? We’ve Got Answers.
Build a CRM Around the Way You Work.
Start with a CRM configured for your business, then add the tools and automation that make sense as you grow.
Still have a question? Contact us.
Serving real estate agents in Canada and the United States since 2001.