Real estate CRM · Built in Canada for agents & teams
Tell your CRM what to do.It does it.
Type “text Saturday’s open house guests a thank-you” and LeadNeat writes it, fills in every name, words each copy differently so carriers don’t flag you, and sends inside your sending hours. You just approve.
$0 today · then $500/month · cancel anytime in two clicks
Bring your contacts from Follow Up Boss
Twilio or SimpleTexting
130+ tutorials included
text Saturday’s open house guests a thank-youEnter ↵
New lead from Facebook
Welcome text sent · task added
14 texts ready to send
Each worded differently · 1 opted-out guest skipped
Preview
PS
Hi Priya, thanks for stopping by 41 Maple Ave on Saturday! Here’s the floor plan: leadneat.com/f/41maple
Link keptAddress kept
ML
Hey Marcus — great meeting you at 41 Maple Ave this weekend. Floor plan’s right here: leadneat.com/f/41maple
Drip: 1 every 45 sec · 9 am–8 pmSend 14
Works with the tools you already use
TwTwiliotexting
STSimpleTextingtexting
McMailchimpemail
fFacebook & Instagramlead ads
ZZapierany app
FUBFollow Up BossCSV import
GGooglesign-in
CFCloudflare AIrewording
CSVExcel & Google SheetsCSV import · export
</>Your websitelead form
TwTwiliotexting
STSimpleTextingtexting
McMailchimpemail
fFacebook & Instagramlead ads
ZZapierany app
FUBFollow Up BossCSV import
GGooglesign-in
CFCloudflare AIrewording
CSVExcel & Google SheetsCSV import · export
</>Your websitelead form
Works for agents at any brokerage
Keller Williams
RE/MAX
Royal LePage
eXp Realty
Century 21
Coldwell Banker
Sotheby’s International Realty
Right at Home Realty
HomeLife
Sutton Group
Real Broker
Independent teams & boutiques
Keller Williams
RE/MAX
Royal LePage
eXp Realty
Century 21
Coldwell Banker
Sotheby’s International Realty
Right at Home Realty
HomeLife
Sutton Group
Real Broker
Independent teams & boutiques
Brokerage names are trademarks of their owners. LeadNeat is an independent CRM and isn’t affiliated with or endorsed by any brokerage.
Built to be trusted
Every badge here is something you can check.
No made-up awards. Just how the CRM actually works, from the first lead to the closing.
Built in CanadaMade for Canadian agents: CASL consent, Ontario land transfer tax and HST rebates built in.
AES-256 encrypted dataYour contacts, messages and deals are stored encrypted.
STOP & unsubscribe, handledOpt-outs are recorded the moment they arrive and never texted again.
Sending hours, enforcedBulk texts wait for your team’s hours instead of buzzing clients at night.
Undo on bulk actionsEvery bulk change is previewed first and can be undone after.
26 ready-made rolesISA, assistant, coordinator, bookkeeper, partner — each sees only their part.
130+ step-by-step tutorials“Show me” points at the exact button, for complete beginners.
Phone and desktopThe whole CRM works on your phone between showings — no app to install.
Why agents switch
Three things quietly costing you deals — fixed.
Not more features to learn. Fewer things to remember.
01 · SPEED TO LEAD
A new lead texts while you’re mid-showing. By the time you reply, they’ve called someone else.
A welcome text goes out in your voice right away — and waits politely if it’s after hours.
New lead → text → task Waits for 9:00 am if it arrives after your sending hours.
02 · COPY-PASTE
Copy, paste, change the name, fix the date. Forty times. Every week.
Save a template once. Names, dates and times fill themselves in.
Hi [first name], see you [date] at [appointment time]. — [my name]
03 · SPAM FLAGS
1,000 identical texts go out at once. Your number gets flagged and filtered.
[AI] rewords every copy and drip mode spaces them out. The facts never change.
Just listed: 2,140 sq. ft.2-car garage book at calendly.com/you — worded 1,000 different ways.
Command Center
One box. Your whole day.
Texts, tags, tasks, drips and listings — type it the way you’d say it to an assistant. You see exactly what will happen before it happens, and you can undo it after.
Bulk texts go out through drip mode at the pace you choose and only inside your sending hours. [AI] rewording makes each copy read differently while links, prices and addresses stay exactly as you wrote them — and you see every version before anything sends. STOP replies and email unsubscribes are handled automatically.
Can I bring my leads from Follow Up Boss?
Yes. Export your contacts as a CSV from Follow Up Boss (or kvCORE, Excel or Google Sheets) and import it. You match the columns, so names, numbers, tags and stages land in the right place.
Do I need Twilio or SimpleTexting?
Either one. Connect the texting service you already use; templates, drip mode and automations work the same with both.
Can my assistant or ISA see only what they need?
Yes. Pick from 26 ready-made roles — ISA, showing assistant, transaction coordinator, bookkeeper, mortgage partner and more — or choose exactly which parts of the CRM each person can open, and whether they see only their own records, their team’s or everyone’s.
I’m on a team and also have my own clients. Does that get messy?
No. One sign-in, separate workspaces: your own clients never appear in the team’s CRM, and switching takes one click.
Is my clients’ data safe?
Your CRM data is stored encrypted (AES-256), every bulk action is previewed before it runs and can be undone, and each role only sees what it’s allowed to.
Does it work for new-construction deals in Ontario?
Yes. The built-in HST rebate calculator works out the federal and Ontario new-home rebates for an agreement price and date, including the first-time buyer rules, and checks the answer against the official rules.
Free 15-minute demo
Your next closing starts with a faster reply.
Tell us a little about you and we’ll reach out to book a time. No slides — just your kind of leads in the CRM.
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