I’ll just say it: the CRM space in real estate is broken. Most of what’s out there is 20+ years old, duct-taped together, hard to use, and now getting dressed up with surface-level AI “features” that don’t actually solve agents’ real problems. These systems were built by folks who don’t understand real estate aren't building with intention, and will never put the agents needs first. And the result? Agents burning out, drowning in manual work, or paying for 5+ tools just to get basic things done.

Agents don’t need more features, they need better systems.

SAM isn’t just a CRM. It’s the replacement. A fully AI-powered system designed from the ground up  to help real estate agents run a real business with less effort, better systems, and more repeatable results through decades of understanding from our team on how real estate agents works, build automations, and run their businesses.

No prompt writing, no tech wizardry - just clarity, confidence, and action. It’s what happens when 35+ years of real estate tech meets modern AI.

If you’re here on this page, you’re someone who sees the opportunity, know what's coming, and with any luck, has the ability to help us reach our dreams for SAM. Like us, you’re probably tired of watching innovation get stalled by outdated thinking.

- In the next 12-24m we will make Legacy Real Estate CRMs completely Obsolete.

- We’re already powering the businesses of single agents and full teams with SAM, daily.

- We’re on track to scale to 15,000+ subscribers, with a clear path to $90M+ ARR, high margins, and cross-industry expansion potential.

- We plan to help 1,000 real estate agents free time for the things that matter most: Friends, family, hobbies, and growing their businesses, by the end of the year.

- Built and launched SAM 2.0 (Jan 2025)

- Secured early-adopter traction (multiple paying accounts, dozens of daily active users)

- Onboarded teams that are running their entire business inside SAM

- Built a moat with our AI-first architecture, automation engine, and vertical-specific assistants

- And done it all with a tiny, focused team, and a massive head start.

Our vision is ambitious, but it’s grounded in reality. This isn’t a pitch deck dream. It’s a working system, built by a father-son team with deep roots in the industry, trust for each other and the work we do, scars from the inside after building three of real estates most successful systems, and the clarity and wisdom of technology futurists that know what agents actually need and what the next wave of AI-Powered SaaS should, and will under our direction, look like.

So if you’re an investor who takes big bets on winners with non-traditional backgrounds, you like to backs founders with conviction, traction, and the kind of “earned insight” that can’t be faked, and you feel akin to our mission, goals and values here at Workflow Secrets - let’s talk.

We’re looking for a few aligned partners who want to help us build the system that makes Legacy CRMs obsolete and gives agents back their lives in the process.