Our Vision    Our Story     FAQs     White Paper     Reddit     in     Facebook     Youtube

The Systems Accelerator Manager Platform
The AI System Replacing Legacy CRM's & Empowering Real Estate Success
Imagine transforming your real estate business by eliminating tedious manual tasks and business-bottlenecks. With SAM, the AI-powered All-In-One Real Estate Platform, you’ll boost efficiency by up to 40%, let SAM build your automated daily workflows, free up time for closing deals, and create business relationships that grow with you - no extra effort required.
Unlock the Future of Real Estate Success with SAM - One Click at a Time.
SAM is the first-of-its-kind System Accelerator, built by real estate experts to eliminate time-wasting manual tasks, streamline your workflow, and help you build stronger client relationships.

By integrating AI into your business, SAM powers resource creation, well-time automations, and truly personalized client engagement - freeing you to focus on closing deals and growing your business.
  • What Makes SAM Different Than Your Legacy CRM?
  • Personalized Automation: SAM adapts to your style and voice, automating tasks like lead management and follow-ups - saving hours and ensuring every interaction feels authentic.
  • Complete Data Control: Your business data stays secure and private, hosted under your control - not ours.
  • Always One Step Ahead: Stay up to date without the hassle - SAM evolves with the market, delivering new, user-friendly AI tools automatically.
  • Effortless Client Experiences: Automate emails, texts, and follow-ups, making every client feel valued while you focus on what truly matters.

FREQUENTLY ASKED QUESTIONS

READY TO TRANSFORM YOUR REAL ESTATE BUSINESS WITH SAM?

SAM adapts to your business - no matter your team size, budget, or security needs - delivering a personalized, scalable AI-driven solution. Streamline your operations, build stronger client relationships, and achieve unmatched efficiency with ease.

SAM: The AI-Powered Partner for Real Estate’s Modern Challenges

SAM isn’t just another legacy real estate tool - it’s the AI-driven solution built to help you tackle today’s challenges head-on. From managing complex client workflows to meeting strict industry standards, SAM lets agents, teams, and brokers focus on what truly drives success: building relationships and closing deals.

We didn’t create SAM to be another CRM you’ll outgrow. We built it to revolutionize how you work - unlocking unmatched efficiency, delivering world class client experiences, and simplifying your business in ways you didn’t think possible.

With SAM doing the heavy lifting, you’ll never need another tool.

How SAM Accelerates Your Real Estate Success

SAM isn’t just software - it’s your partner in streamlining processes, boosting productivity, and scaling effortlessly. Here’s how SAM gets you there:

Personalized Automation:

SAM learns your business and builds AI-powered systems tailored to your goals, niche, and writing style - ensuring every automation, email, or task is personalized to you.

Set-and-Forget Automations:

For every part of your business, you can design automated routines yourself or let SAM create them for you. Once set, they run on autopilot during key moments, freeing you to focus on closing deals and growing your business.

Scalable Solutions:

As your business grows, SAM scales with you - handling increased leads, clients, and tasks without breaking a sweat, so you stay productive and in control.

Always Improving, Always Ahead:

SAM evolves with today’s trends and tomorrow’s innovations - delivering cutting-edge tools exactly when your business needs them. It keeps your systems efficient, your client experience world class, and your growth on track - so you can stay ahead of shifting markets and competitors.

Unlock more time, more growth, and more freedom with SAM - the AI-powered solution for real estate success.

STRATEGIC AI INTEGRATION WITH SAM
Experience firsthand how SAM transforms your real estate business with our free 14-day trial. 

Over the next 14 days, see SAM build automated systems, streamline daily operations, and maximize productivity. This isn’t just a trial - it’s your first step toward lasting success with AI.

Trusted By:

Single Agents

Teams

Brokers

Assistants

AI Enthusiasts

AI Novest

Sales Reps

Sales Consultants

RE Brands

What's Included in each plan?

Most Popular Plan!

Best For:

Plan Name:

Solo Agents

Systems Starter

Optimize Your Entire Operation

Small Teams

C.O.R.E. Agent

Empower Your Teams Path to Success

Growing Teams

System Savant

Ultimate Plan for Growing Teams

Larger Teams

Team Accelerator

Unparalleled Team Access to SAM

Enterprise Level

Enterprise

Equipping Brands, Brokerages & Teams

Users Included:

1 

3

5

10 

25+

Monthly Price:

$89

$249

$369

$529 

$2,000 + Setup

(With 12 Month Contract)

Included Inside All Plan:

(What SAM Actually Does)

+ AI- Intelligence

All your databases in one place, smartly connected to SAM and updated in real time.

  • ​​Contact Database.
  • ​Properties Database.
  • ​Listing Database.
  • ​Transactions Database.
  • Projects Database
    (​Available On Request For Teams Working With Design/Build)
  • File, image, & document storage.
  • Simple pipeline views for every part of your business (like Trello, but built for real estate).
  • Contact & Property Connections ensuring your Database is interconnected effortlessly.

    Routine Automations

    Build or let SAM create automations, trigger messages, tasks, checklists, and updates from key events in your real estate business.

    • Unlimited modular routine automations for contacts, properties, listings, transactions, and projects.
    • AI-powered routine builder lets SAM create approve-then-run automations in (literal) minutes

      AI-Powered Marketing & Business Management

      Manage and run your business with help, all in one place.

      • Real-time productivity & business insight dashboards.
      • Let SAM build or create unlimited message templates.
      • Manage, review, approve & send emails/SMS messages right from your Outbox.
      • Adapt messages to each recipient’s preferred type or language (in your writing style).
      • Manage business & team calendars, track activities, automations, and upcoming appointments.
      • Outbound calls with talking points, notes, transcripts, and coaching - automatically saved to your contacts.

      Designed to convert and optimized for real estate. Drive the right people to your business, then let SAM help nurture those relationships.

      • Design-with-you landing page builder.
      • Lead forwarding email addresses that parse & add leads directly into SAM.
      • Website forms that parse & add leads directly into SAM from your site.
      • Unlimited lead resources, all designed to drive a World Class Client Experience.

      On Your Plan:

      Systems Starter

      C.O.R.E. Agent

      System Savant

      Team Accelerator

      Enterprise

      Landing Pages:

      Forwarding Email Addresses:

      Website Forms:

      Saved Resources:

      1 

      1 

      1 

      30

      3

      3

      3

      100

      5

      5

      5

      200

      10 

      10 

      10

      300

      25

      25 

      25

      Unlimited

      Business Coaching Built Into the System

      Not just tools. Training and growth systems that push you forward, as if SAM were the best leader and coach you could have on your team.

      • Message sentiment scoring, message effectiveness & call insights.
      • Develop your business infrastructure & key documents with SAM’s Quests, guiding you through the most critical parts of building a business real estate school skipped: lead gen, marketing, retention, and more.
      • Set daily, weekly, and yearly goals, then track progress using analytics dashboards that showcase growth areas and next steps.

      AI-Powered Business Assistance

      SAM is the assistant with full context of your business, because it is your business.
      Built from the ground up using AI, freeing your time for the things that matter most.

      • AI-assisted smart contact imports.
      • Chat with SAM (talk to the CRM) to get support, answers, or to review, run, and start tasks with you.
      • AI-Assistant Suite: build your own task-specific AI agents or select from our library of prebuilt ones to handle repetitive tasks, while you focus on the one-on-one human connections.

      On Your Plan:

      Systems Starter

      C.O.R.E. Agent

      System Savant

      Team Accelerator

      Enterprise

      AI-Assistant:

       (AI-Agents)

      1 

      3

      5

      10

      10

      Integrations

      SAM connects with your email, phone, AI tools, video tools, CRM, marketing stack, and more, allowing you to easily plug into your existing tech stack or lighten the list.

      • Outlook email integration.
      • MailChimp email integration.
      • n8n parsing integration (replace zaps).
      • Full two-way Google sync integrations for: Calendar, Contacts, & Gmail.
      • OpenAI, Grok, & Gemini LLM integrations for connecting your accounts.
      • SendGrid & Twilio integrations for email/SMS messaging plus performance insights.
      • Homebot integration for client reports & market insights that keep you top-of-mind.
      • ElevenLabs gives SAM a natural voice so assistants can talk back with human-like audio, paving the path for Our Vision  of what comes after CRM.
      • Dubb video messaging lets you add click-to-play videos inside templates or messages.
      • Letter Friend automates handwritten-style letters directly from your SAM database.
      • HeyGen lets you create personalized, AI-generated videos for your clients or leads.
      • Slack integration for real-time team notifications when things happen inside SAM.
      • Pixabay integration for royalty-free, high-quality images for landing pages.

      Features To Look Forward to

      On release these features will be automatically available inside your account if you are subscribed to this plan. 

      In Development
      Or Planned Goals

      On release these features will be automatically available inside your account, keep an eye on our Recent Updates inside SAM for more info on all releases.

      • ARSI: Agent Readiness Score Indicator.
      • ​​​ ABRA: Agent Business Readiness Assessments.
      • Email service integrations: Apple Calendar and Exchange.
      • Webhook integrations: Crumbl, GrubHub, Uber Eats, Handwrytten, and more.
      • All-Hands (virtual) meetings: collaborate with your team and AI assistants to review progress, upcoming events, or needs.
      • SAM Unbound: work beyond your desktop or laptop, bringing the full power of SAM with you anywhere. The true future of real estate technology, SAM.

      What Others Are Saying about Sam

      Don P.  - San Diego, CA 

      My favorite part!!!! (Realvolve CRM Workflows Viewer) Has given me the ability to back up my agent's intellectual work so they are confident they are covered for whatever. And it has saved me
      DAYS of work giving them that security.

      Kerry P.  - Dayton, Ohio

      Keeping up with social media while doing all the real work of selling a home is tough. Once skilled with it, I can see it being a valuable tool that can be used quickly to blast social with small updates, details, hooks, open house pings with cool features throughout the day.

      Matt L. - St Louis, Mo

      I love the idea of setting up “members” not as different people all together but the different focuses that I have in my business. Thank you!

      Kristen C. - Queen Creek, Az

      Hey Cody! Just so you know, SAM has become indispensable tool in my real estate arsenal. The ease of creating and implementing systems, along with the guided layout of it all, I can already tell is going to take me business productivity to new heights. Now I've tasted it, I can't imagine running my business without SAM!

      Josh G. - Springfield, Mo

      Hey Man, just wanted to share a little success story for ya. After spending a few days clicking around I was able to create five lead magnets going over the buying side experience for new homeowners that I plugged into my website. Pointed some social media traffic towards them, offered them as bonuses, and have an ad running for one. As a product I now have 17 new leads coming in just from this. The best part is they are already qualified.

      This software is a slam dunk! Thanks for letting me get my hands on it, first. Keep Working hard on improvements, love to see what you’ve made.

      Zach F. -  Springfield, Mo

      It was great being able to take all my letters & rewrite them in my “own voice” so they didn’t seem store bought. Thanks for making it so easy to use & introducing me to AI.

      Kathy S. - Bolivar, Mo
      (Cody's Mom)

      We are VERY excited to be back with the great wizard of real estate himself, Mark Stepp, and we get a bonus Stepp this time, Cody! You've got some exciting things in this software. Looking forward to working under the hood.

      Holly C. -  Atlanta, GA

      I don't usually invest in new tools and platforms but have been following you for a while. I’ve seen your passion and your experience to find and build the tool users need and want. At that point SAM was a no-brainer.

      Mel . W. - Chester, MD 

      * no credit card required

      Why Systems Matter in Real Estate

      Great systems are the foundation of a successful real estate business. Without systems that are recorded, repeatable, and scalable, you’re left throwing effort and ideas at a wall, hoping something sticks.

      This is a common trap for agents - whether they’re just starting out, scaling their team, or trying to balance work and life.

      That’s where the Systems Accelerator comes in. Tools like SAM don’t just replace your legacy CRM - they redefine what’s possible. SAM automatically builds, refines, and optimizes every part of your business systems, from lead generation to world class client experiences. With SAM, your business runs smoothly and grows effortlessly.

      When your systems are working, past clients return, referrals flow in, and your growth never stops. SAM builds the infrastructure for long-term success so you can focus on what matters most: closing deals and building lasting relationships.

      Where We've Been Featured

      CONNECT:     Reddit     in     Facebook     Youtube

      About the Systems Accelerator Manager (SAM)

      SAM is the AI-System replacing real estate CRM's for agents and teams across North America.

      It places generative AI at the heart of your business operations, combining custom contact management, workflow automations, and smart databases for contact, properties, transactions, and listings. SAM eliminates the time-consuming process of building systems, letting you focus on what matters most - strengthening client relationships and closing deals.

      With SAM, you can generate resources, manage leads, and stay on top of client communication without being buried in manual tasks. At Workflow Secrets, we believe that freeing your time with AI doesn’t just improve business, it gives you more time for the things that matter most - friends, family, and hobbies.

      As we reach for this goal, SAM will continue to evolve, helping agents spend less time managing software and systems behind a screen, and more time getting conversational support - working in the background to prepare, learn, build, and execute - while you deliver a world class client experience, every time.

      Offices

      HQ - Bolivar, Mo
      Remote Office - St. Louis, Mo

      Contact

      Terms & Conditions  |  Privacy Policy
      Copyright 2025 - Workflow Secrets - All Rights Reserved