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The Systems Accelerator Manager (SAM)
Platform Feature Details
Welcome to our Platform Feature Details section where you can learn more about each of the features inside your Systems Accelerator Manager (SAM) Platform Subscription. If you can’t find the answers you are looking for, Help@WorkflowSecrets.info.
The Systems Accelerator Manager (SAM )
SAM is designed to revolutionize the way real estate agents manage their businesses. With AI-driven automation and personalized tools, SAM helps you create the systems needed to run a successful business without the manual work and steep learning curve. Below are the key features that make SAM the ultimate platform for modern real estate agents:
👤 Team Members
Category: Operations
What It Does: Grants access to SAM for each active user on your account - including their own dashboard, calendar, email, and contact visibility.
How It Helps You: Whether you're solo or scaling, each agent or assistant gets a seat at the table — no login sharing, no crossed wires.
Appears In Tiers: All (number varies by plan)
🚀 Access to the Quests
Category: Experience
What It Does: A step-by-step onboarding flow that teaches SAM your voice, goals, and niche - while walking you through essential system setup.
How It Helps You: SAM doesn’t start blank. The more it knows about your business, the better it builds for you. This is where that intelligence begins.
Appears In Tiers: All
♾️ Unlimited Generations & Tier-Based Saved Generations
Category: Conversions / Retention
What It Does: Generate as many resources (emails, workflows, call plans, etc.) as you like and save your top creations for reuse. Saved Generations scale with your plan:
Trial: 10
Starter: 30
C.O.R.E. Agent: 100
System Savant: 200
Accelerator: 300
Enterprise: Unlimited
How It Helps You: Test, tweak, and repeat what works. Saved Generations are your shortcut to scalable content - in your own voice.
Appears In Tiers: All (Saved Generations increase by tier)
🧰 Realvolve Workflow Access (User-Owned)
Category: Operations
What It Does: Lets you preview and download your personal workflows from your Realvolve account - no scraping or importing, just secure offline access.
How It Helps You: Back up your work. SAM helps you safely preserve what you’ve already built in Realvolve - so nothing gets lost in transition.
Appears In Tiers: All - With a valid Realvolve login.
📄 Realvolve Templates Viewer (User-Owned)
Category: Operations
What It Does: Lets you review and export your own Realvolve templates into SAM and get instant AI coaching — edits, improvements, and rewrites in your voice.
How It Helps You: Turn your templates into top-performers. Keep what works, upgrade what doesn’t, faster than ever.
Appears In Tiers: All - With a valid Realvolve login.
🧑🏫 Template Coaching: Realvolve Editions
Category: Experience
What It Does: Upload or paste your own Realvolve templates into SAM and get instant AI coaching — edits, improvements, and rewrites in your voice.
How It Helps You:Turn your templates into top-performers. Keep what works, upgrade what doesn’t — faster than ever.
Appears In Tiers: All - With a valid Realvolve login.
🔄 Realvolve Data Uploader (Optional Backup Tool)
Category: Operations
What It Does: Import your contacts, workflows, and templates from Realvolve into SAM - not for integration, but for backup and smarter migration.
How It Helps You: Make your transition easy, not risky. Bring your assets with you and preserve your past systems safely in SAM.
Appears In Tiers: All - With a valid Realvolve login.
Appears In Tiers: All - With a valid Realvolve login.
📊 Business Analytics Dashboards
Category: Operations
What It Does: Real-time reporting on lead flow, automations, call completions, message sends, and key performance trends across the CORE pillars.
How It Helps You: Stop guessing what’s working. See what’s moving the needle in your business and double down with confidence.
Appears In Tiers: All
💬 Communications Matrix
Category: Experience
What It Does: Tailors every message - email, SMS, or call list prompt - to each contact’s shared details, style, relationship, timeline, and preferences in messages.
How It Helps You: No more cold, generic drips. SAM makes every interaction feel personal, even when it’s automated.
Appears In Tiers: All
🗣️ Chat With SAM (Talk to the CRM)
🧠 All-In-One AI-Powered Real Estate CRM Databases
Category: Operations
What It Does: SAM merges contact, property, listing, and transaction data into one system that doesn’t just store info - it uses it. Every record is alive - connected to timelines, templates, and triggers that turn data into done-for-you follow-up.
How It Helps You: Run your entire business from one place. It’s a living command center for your business, turning raw data into real action.
Appears In Tiers: All
👥 Contact Database
Category: Conversions
What It Does: Tracks every lead, client, and sphere contact with full timelines, tags, relationship notes, property interests, automation logs, and behavior history.
How It Helps You: SAM doesn’t just know who your contacts are - it knows when, why, and how to engage them next.
Appears In Tiers: All
🏡 Property, Listing & Transaction Databases
Category: Conversions / Operations
What It Does: Manages all property-related activity - from buyer-side interest to seller-side listings - under one smart record. Tracks showings, offers, saved homes, listing status, key dates, and linked automations.
How It Helps You: No more scattered spreadsheets or dual entry. Whether your contact is buying, selling, or both, SAM tracks the full journey and keeps follow-ups timely and relevant.
Appears In Tiers: All
📁 File Upload & Storage
Category: Operations
What It Does: Upload and attach documents, photos, and files directly to any contact, property, or transaction inside SAM.
How It Helps You: Stop digging through Drives. Your files live where your business does.
Appears In Tiers: All
Category: Conversions
What It Does: Automatically scans and categorizes imported contacts - detecting lead type, source, timeline, and more.
How It Helps You: Turn chaos into clarity. Detail the source once, and lets SAM turn messy spreadsheet into a clean, intelligent, categorized database with tags, timelines, and triggers ready to go.
Appears In Tiers: All
🧾 Unlimited Templates
Personalized Templates for Any Situation, Ready When You Are
Category: Experience / Retention
What It Does: Create, save, and reuse an unlimited number of personalized message, email, and task templates inside SAM.
How It Helps You: Never write the same thing twice. Build once, personalize forever.
Appears In Tiers: All
🔁 ‘Routine’ AI-Powered Modern Workflow Automations
Category: Retention / Experience
What It Does: SAM’s Routines replace outdated workflow automations with intelligent, event-based systems that send messages, schedule calls, and trigger actions based on Important Dates and Objectives (like move-ins, inspection periods, client check-ins, or key anniversaries). No more multi-hundred step builds! Just tell SAM your intent - it builds and deploys the automation for you in minutes.
How It Helps You: Routines don’t just remind you to follow up, they follow up for you, with the right words, on the right day, in the right channel. Stay top-of-mind without lifting a finger.
Appears In Tiers: All
⚙️ Routine Builder – AI-Generated Automation Systems
Category: Operations
What It Does: SAM’s Routine Builder creates fully automated workflows based on your objectives, in plain language. Just tell SAM what you want to happen (e.g. “Follow up with a seller every week after the listing appointment”), and within 2–3 minutes, you’ll receive a complete Routine including:
- Smart triggers (dates, tags, objectives)
- Pre-written message templates
- Timed call prompts and tasks
A review-ready sequence ready to activate
How It Helps You: Build systems at the speed of thought. No tech setup, no blank slates. SAM does the thinking and the building - all you do is review and launch.
Appears In Tiers: All
🧬 Contact-Specific Content Creation
Category: Experience
What It Does: Generate messages, check-ins, and follow-ups based on that contact’s specific timeline, tone, preferences, and goals.
How It Helps You: Hyper-personalized communication at scale. Every client feels like your only client.
Appears In Tiers: All
📅 SAM Business & Team Calendars
Category: Operations
What It Does: One central calendar that displays scheduled tasks, automations, follow-ups, events, and team activity.
How It Helps You: See everything in one place - what’s happening, who’s handling it, and what’s coming next.
Appears In Tiers: All
✍️ SAM-Written Message Outbox
Category: Experience
What It Does: Review, edit, and approve all AI-generated messages before they send - in your tone, ready for review or just see what’s scheduled, what’s been sent, and what needs your attention.
How It Helps You: Automation, with control. Keep your brand voice and stay human, even when it’s SAM doing the heavy lifting.
Appears In Tiers: All
📧 Email, SMS, & Call List Capabilities
Category: Operations / Retention
What It Does: Send automated or manual emails, text messages, and trigger call reminders directly from within SAM.
How It Helps You: One system, every channel. Respond, nurture, and close from one place - no third-party tools needed.
Appears In Tiers: All
📤 SendGrid & Twilio Integrations
Category: Operations
What It Does: Connect your SendGrid (email) and Twilio (text/call) accounts to send messages via SAM.
How It Helps You: Professional-grade delivery. High-quality messaging that’s compliant, trackable, and scalable - that you own, so you never lose it.
Appears In Tiers: All (requires user-owned accounts)
🔗 Gcal & Gmail Integrations
Category: Operations
What It Does: Two-way sync with Google Calendar, Contacts, and Gmail for scheduling, automation, and message delivery.
How It Helps You: Stay in sync. What you do in Gmail, Google Contacts, or Gcal reflects in SAM and vice versa.
Appears In Tiers: All
🔄 Two-Way Google Sync Integration
Category: Operations
What It Does: Fully bi-directional sync with Google accounts - including calendar events, email history, and contact records.
How It Helps You: No more double-entry. Work where you're comfortable while SAM keeps your systems in step.
Appears In Tiers: All
🧵 Slack Integration
Category: Operations
What It Does: Connects SAM to your Slack workspace to deliver instant lead alerts, assignment notifications, and automation updates.
How It Helps You: Stay connected and responsive without toggling tabs. It’s SAM talking to your team in real time.
Appears In Tiers: All
🎥 Dubb Video Messaging Integration
Category: Experience
What It Does: Lets you record, embed, and send personal video messages directly from SAM via Dubb.
How It Helps You: Convert more leads and wow more clients with high-impact, face-to-face connection — delivered at scale.
Appears In Tiers: All
🔄 n8n Parsing Integration (Zapier Replacement)
Category: Operations
What It Does: A robust backend integration engine that connects SAM to thousands of apps using smart parsing instead of rigid Zaps.
How It Helps You: Build custom automations and workflows without the limits (or price) of Zapier. More control, fewer bottlenecks.
Appears In Tiers: All
⚡ Dynamic Call Lists
Category: Retention / Conversions
What It Does: Auto-generates who you need to call today based on pipeline activity, automation triggers, and follow-up gaps.
How It Helps You: Never wonder who to call again. SAM tells you and tells you why.
Appears In Tiers: All
📈 The Tally System
Category: Operations
What It Does: Automatically tracks daily conversations, appointments, outbound touches, and system usage - like a productivity scoreboard.
How It Helps You: Know your numbers without spreadsheets. Tally shows if you're on pace and what’s getting you paid.
Appears In Tiers: All
🧲 SAM Custom Lead Forms (Email Leads To SAM)
Category: Conversions
What It Does: Create branded lead forms with custom fields and automations - instantly deployable via link or website embed.
How It Helps You: Capture more leads with less friction. Each form feeds directly into SAM and fires off follow-up Routines automatically.
Appears In Tiers: All (Lead source count varies by tier)
📥 Lead Source Email Address(es)
Category: Conversions
What It Does: Unique inbound email addresses to route leads directly into SAM from sources like Zillow, Realtor.com, or landing pages.
How It Helps You: No copy-paste. When a lead comes in, SAM catches it, tags it, and starts the right workflow - instantly, with no need for added Parsing software or services.
Appears In Tiers: All (Source/email count scales by tier)
Coming Soon Feature Details
The innovations below are currently in development and will be automatically added to qualifying tiers upon release. SAM is always evolving and you’re always ahead.
🧠 AI-Business Assistants (Agents)
Your Virtual Team Members for Enhanced Productivity
Category: Operations
What It Does: Role-specific pre-built virtual assistants inside SAM that build content, track objectives, and run systems for agents, ISAs, and admins.
How It Helps You: Multiply your output. Each AI Agent works like a trained team member - tailored to their specialty.
Appears In Tiers: Select tiers (upon release)
🧠 AI-Business Assistants (Agents) Builder
Category: Operations
What It Does: Design your own AI teammates - agents, ISAs, admins - by describing their roles. SAM creates a custom assistant that can plan, write, and run automations for them.
How It Helps You: Multiply your team without adding payroll. These Assistants work 24/7, never drop the ball, and follow your SOPs exactly.
Appears In Tiers: Select tiers (upon release)
Insights: Agent Readiness Score Indicator (A.R.S.I.)
Category: Operations / Experience
What It Does: A real-time score showing how optimized an agent’s SAM setup is across the C.O.R.E. framework.
How It Helps You: Know where you stand and what to do next. SAM becomes your growth coach.
Appears In Tiers: Select tiers (upon release)
Insights: Agent Business Readiness Assessments (A.B.R.A.)
Custom Coaching to Optimize Your Business Performance
Category: Operations
What It Does: A deep-dive diagnostic that reveals system gaps, automation opportunities, and priority action steps.
How It Helps You: Instantly map out your growth plan. Know what to fix, what to build, and where your time is best spent.
Appears In Tiers: Select tiers (upon release)
🎁 Webhook Integrations (Crumbl, GrubHub, Handwrytten, etc.)
Category: Experience
What It Does: Triggers real-world actions (like cookie delivery or handwritten notes) as part of a Routine or milestone.
How It Helps You: Add surprise & delight to your systems. SAM handles the logistics while you get the credit.
Appears In Tiers: Select tiers (upon release)
📅 Outlook, Apple Calendar, and Exchange Sync
Category: Operations
What It Does: Connects SAM’s scheduling and automation tools to your Outlook, iCloud, or Exchange calendars.
How It Helps You: No need to switch email ecosystems - SAM meets you where you work.
Appears In Tiers: Select tiers (upon release)
About the Systems Accelerator Manager (SAM)
SAM is an AI-powered tool designed to help real estate agents and teams run and grow their business with less effort.
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.
