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
Real estate agent checking a text on her phone outside a townhouse
14 texts ready to send
Each worded differently · 1 opted-out guest skipped
Preview

Hi Priya, thanks for stopping by 41 Maple Ave on Saturday! Here’s the floor plan: leadneat.com/f/41maple

Link keptAddress kept

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

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

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.

  • what does my day look like?
  • ask today’s showings for feedback
  • just listed 12 Elm St — text matching buyers
  • HST rebate on $880,000 signed June 15, 2026
See it on your own leads
Everything in one place

All the CRM an agent needs.
None of the clutter.

Smart Inbox

Every text, email and call with a client in one thread — with the next step right beside it.

Text & email templates

[first name], [date], [my name], [appointment time] — saved once, filled in every time.

[AI] rewording

Every copy reads differently. Links, prices, sq. ft. and parking stay exactly as you wrote them — and you preview each one.

Drip mode

You pick the gap between texts. Paused outside your sending hours. Works with Twilio and SimpleTexting.

Automations

Drag nodes and arrows: new lead → wait 5 min → text → task. Built for real estate follow-up.

Tasks board

Columns for every deal and follow-up, so nothing sits in your head overnight.

HST rebate calculator ONTARIO

New-home GST/HST rebates for an agreement price and date — first-time buyer rules included, checked against the official rules.

Roles & permissions

Give your ISA the inbox and your assistant the calendar. Phone numbers and commissions stay hidden from roles that don’t need them.

Workspaces

Run your own business and join a team with the same email. Nothing mixes, and switching takes one click.

Why trust it

Tested like your busiest week.

Before this release shipped, it was run through tens of thousands of real-estate requests — at 2:30 on a weekday and at 7 on a Saturday night.

116,870

different things a realtor might type, tested in the Command Center.

Every one answered

162/162

everyday requests answered correctly by the AI model behind the Command Center.

Checked against the real model

19,192

Command Center actions run end to end — texts, tags, tasks, undo — on sample data.

0 failed in the final run

50+

automated test suites, run on desktop and on phone screens.

All passing at release

1
Start your free trial14 days, $0 today — or book a 15-minute demo and we’ll show it on leads like yours.
2
Bring your leadsExport a CSV from Follow Up Boss or a spreadsheet, then match the columns.
3
Connect your textingPlug in Twilio or SimpleTexting and send your first templated text.
Who it’s for

Made for the way you actually work.

Agent showing a bright condo kitchenSolo agent

Be everywhere at once — without hiring.

  • A “my day” brief every morning
  • Showing feedback asked for you
  • New listing → matching buyers in one line
Team lead reviewing leads with two agentsTeam lead

See every lead, every agent, every follow-up.

  • Roles so each agent sees only their leads
  • One set of sending hours for the whole team
  • Reports on who followed up — and who didn’t
Assistant on a call at her laptopAssistant / ISA

Run the inbox without touching the money.

  • Inbox and calendar access only
  • A template for every call outcome
  • Tutorials that teach the CRM step by step
Before and after

Your week, minus the busywork.

TaskThe usual wayWith LeadNeat
Open house follow-upCopy every guest into texts, one by one“text Saturday’s open house guests a thank-you”
Showing feedbackChase each buyer agent or buyer by hand“ask today’s showings for feedback”
New listingScroll your database for buyers who fit“just listed 12 Elm St — text matching buyers”
Bulk textsSame message 500 times, all at onceWorded differently, spaced out, inside your hours
New-build HSTA separate website and a calculator“HST rebate on $880,000 signed June 15, 2026”
Your assistantShares your login and sees everythingTheir own role: inbox and calendar only
Pricing

One plan. Everything in it.
Free for 14 days.

No setup fee, no per-seat surprises. Try every feature with your real leads — if it doesn’t save you hours in two weeks, cancel and pay nothing.

LeadNeat CRM 14 days free
$500CAD / month after your trial
$0 due today
  • Command Center — type it, it does it
  • Your whole team, 26 ready-made roles
  • Bulk texts worded per person
  • Automations, tasks & calendar
  • Import from Follow Up Boss
  • 130+ tutorials included
Start my 14-day free trial
  • No charge today
  • Reminder 7 days before
  • Cancel in two clicks

How your free trial works

You’re never surprised. Here’s every step.

  1. Today $0
    Full access starts the moment your card checks out.
  2. Day 7
    We email you a reminder that your trial ends in 7 days.
  3. Day 15 $500
    Your first month is billed and your receipt is emailed. Cancel before then and you pay nothing.
Cancel anytime, from inside the app. No phone call, no email to support — your Billing page, then Cancel.

Want to see it first? Book a free 15-minute demo.

Questions

Asked by agents like you.

Still unsure? See it on leads like yours in a 15-minute call.

Book a free demo
Will my bulk texts get flagged as spam?

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.

Agent handing house keys to a young couple on their new porch
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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