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* no credit card required
The Systems Accelerator Manager Platform
An AI-powered All-In-One CRM tool that helps real estate agents and teams run and grow their business by saving time on contact management, automating tasks, and building stronger client relationships - daily.
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?

SAM Exploration

Explore SAM's Power Free for 14 Days

  • ​1 Team Member
  • ​​Access To The Getting Started Quest
  • Unlimited Generations & 10 Saved Generations
  • ​Business Analytics Dashboards
  • ​Realvolve CRM Workflow Viewer/ Downloader
  • ​​Realvolve CRM Templates Viewer/ Downloader
  • ​​Realvolve CRM Templates Coaching With SAM
  • SamChat ​​Lead Management ChatBot
  • ​Communications Matrix

All-In-One CRM

  • ​​Contact Database
  • ​Properties Database
  • ​Listing Database
  • ​​File Upload
    & Storage
  • AI-Assisted Smart Contact Imports
  • SAM Business & Team Calendars
  • 'Routine' AI-Automations
  • Unlimited Templates
  • SAM-Written
    Message Outbox
  • Email, SMS, & Call List Capabilities
  • SendGrid & Twilio Integrations
  • Gcal & Gmail Integrations
  • Contact-Specific Content Creation
  • 1 Lead Source 
    Email Address
  • Slack Integration
  • Dubb Video Messaging Integration
* no credit card required

Systems Starter

Optimize Your Entire Operation

  • ​1 Team Member
  • ​Access To All 9 Quest
  • ​Unlimited Generations & 30 Saved Generations
  • ​Business Analytics Dashboards
  • ​Realvolve CRM Workflow Viewer/ Downloader
  • ​​Realvolve CRM Templates Viewer/ Downloader
  • ​​Realvolve CRM Templates Coaching With SAM
  • SamChat ​​Lead Management ChatBot
  • ​Communications Matrix

All-In-One CRM

  • ​​Contact Database
  • ​Properties Database
  • ​Listing Database
  • ​​File Upload
    & Storage
  • AI-Assisted Smart Contact Imports
  • SAM Business & Team Calendars
  • 'Routine' AI-Automations
  • Unlimited Templates
  • SAM-Written
    Message Outbox
  • Email, SMS, & Call List Capabilities
  • SendGrid & Twilio Integrations
  • Gcal & Gmail Integrations
  • Contact-Specific Content Creation
  • 1 Lead Source 
    Email Address
  • Slack Integration
  • Dubb Video Messaging Integration

Only $89 / Month

Most Popular Plan!

C.O.R.E. Agent

Empower Your Teams Path to Success

  • ​3 Team Members
  • ​Access To All 9 Quest
  • ​Unlimited Generations & 100 Saved Generations
  • ​Business Analytics Dashboards
  • ​Realvolve CRM Workflow Viewer/ Downloader
  • ​​Realvolve CRM Templates Viewer/ Downloader
  • ​​Realvolve CRM Templates Coaching With SAM
  • SamChat ​​Lead Management ChatBot
  • ​Communications Matrix

All-In-One CRM

  • ​​Contact Database
  • ​Properties Database
  • ​Listing Database
  • ​​File Upload
    & Storage
  • AI-Assisted Smart Contact Imports
  • SAM Business & Team Calendars
  • 'Routine' AI-Automations
  • Unlimited Templates
  • SAM-Written
    Message Outbox
  • Email, SMS, & Call List Capabilities
  • SendGrid & Twilio Integrations
  • Gcal & Gmail Integrations
  • Contact-Specific Content Creation
  • 3 Lead Source
    Email Addresses
    (Per Member)
  • Slack Integration
  • Dubb Video Messaging Integration

Just $249 / Month

System Savant

Ultimate Plan for Growing Teams

  • ​5 Team Members
  • ​Access To All 9 Quest
  • ​Unlimited Generations & 200 Saved Generations
  • ​Business Analytics Dashboards
  • ​Realvolve CRM Workflow Viewer/ Downloader
  • ​​Realvolve CRM Templates Viewer/ Downloader
  • ​​Realvolve CRM Templates Coaching With SAM
  • SamChat ​​Lead Management ChatBot
  • ​Communications Matrix

All-In-One CRM

  • ​​Contact Database
  • ​Properties Database
  • ​Listing Database
  • ​​File Upload
    & Storage
  • AI-Assisted Smart Contact Imports
  • SAM Business & Team Calendars
  • 'Routine' AI-Automations
  • Unlimited Templates
  • SAM-Written
    Message Outbox
  • Email, SMS, & Call List Capabilities
  • SendGrid & Twilio Integrations
  • Gcal & Gmail Integrations
  • Contact-Specific Content Creation
  • 5 Lead Source
    Email Addresses
    (Per Member)
  • Slack Integration
  • Dubb Video Messaging Integration

Now $369 / Month

Team Accelerator

Unparalleled Team Access to SAM

  • ​10 Team Members
  • ​Access To All 9 Quest
  • ​Unlimited Generations & 300 Saved Generations
  • ​Business Analytics Dashboards
  • ​Realvolve CRM Workflow Viewer/ Downloader
  • ​​Realvolve CRM Templates Viewer/ Downloader
  • ​​Realvolve CRM Templates Coaching With SAM
  • SamChat ​​Lead Management ChatBot
  • ​Communications Matrix

All-In-One CRM

  • ​​Contact Database
  • ​Properties Database
  • ​Listing Database
  • ​​File Upload
    & Storage
  • AI-Assisted Smart Contact Imports
  • SAM Business & Team Calendars
  • 'Routine' AI-Automations
  • Unlimited Templates
  • SAM-Written
    Message Outbox
  • Email, SMS, & Call List Capabilities
  • SendGrid & Twilio Integrations
  • Gcal & Gmail Integrations
  • Contact-Specific Content Creation
  • 5 Lead Source
    Email Addresses
    (Per Member)
  • Slack Integration
  • Dubb Video Messaging Integration

At $529 / Month

Enterprise

Equipping Brands, Brokerages & Teams

  • ​25+ Team Members
  • ​Access To All 9 Quest
  • ​Unlimited Generations & Saved Generations
  • ​Business Analytics Dashboards
  • ​Realvolve CRM Workflow Viewer/ Downloader
  • ​​Realvolve CRM Templates Viewer/ Downloader
  • ​​Realvolve CRM Templates Coaching With SAM
  • SamChat ​​Lead Management ChatBot
  • ​Communications Matrix

All-In-One CRM

  • ​​Contact Database
  • ​Properties Database
  • ​Listing Database
  • ​​File Upload
    & Storage
  • AI-Assisted Smart Contact Imports
  • SAM Business & Team Calendars
  • 'Routine' AI-Automations
  • Unlimited Templates
  • SAM-Written
    Message Outbox
  • Email, SMS, & Call List Capabilities
  • SendGrid & Twilio Integrations
  • Gcal & Gmail Integrations
  • Contact-Specific Content Creation
  • 10 Lead Source
    Email Addresses
    (Per Member)
  • Slack Integration
  • Dubb Video Messaging Integration

For $2,000 / Month

+ One-Time $5,000 Setup Fee

(12m Contract Req.)

    Features To Look Forward to

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

    SAM Exploration

    Explore SAM's Power Free for 14 Days

    • 1 AI-Business Assistant (Agent)
    • Realvolve CRM Database, Workflow, & Template Importer
    • Automated
      Routine Designer
    • Webhook Integrations: Crumbl, GrubHub, Uber Eats, Hand Wrytten, and More
    • Integration: Outlook, Apple Cal, and Exchange
    • SAM Custom Lead Forms
    • Zapier Integration

    Systems Starter

    Optimize Your Entire Operation

    • 1 AI-Business Assistant (Agent)
    • Realvolve CRM Database, Workflow, & Template Importer
    • Automated
      Routine Designer
    • Webhook Integrations: Crumbl, GrubHub, Uber Eats, Hand Wrytten, and More
    • Integration: Outlook, Apple Cal, and Exchange
    • SAM Custom Lead Forms
    • Zapier Integration

    C.O.R.E. Agent

    Empower Your Teams Path to Success

    • 3 AI-Business Assistants (Agent)
    • ​​​ Insights: Agent Readiness Score Indicator
    • ​Insights: Agent Business Readiness Assessments
    • Realvolve CRM Database, Workflow, & Template Importer
    • Automated
      Routine Designer
    • Webhook Integrations: Crumbl, GrubHub, Uber Eats, Hand Wrytten, and More
    • Integration: Outlook, Apple Cal, and Exchange
    • SAM Custom Lead Forms
    • Zapier Integration

    System Savant

    Ultimate Plan for Growing Teams

    • 5 AI-Business Assistants (Agent)
    • ​​​ Insights: Agent Readiness Score Indicator
    • ​Insights: Agent Business Readiness Assessments
    • Realvolve CRM Database, Workflow, & Template Importer
    • Automated
      Routine Designer
    • Webhook Integrations: Crumbl, GrubHub, Uber Eats, Hand Wrytten, and More
    • Integration: Outlook, Apple Cal, and Exchange
    • SAM Custom Lead Forms
    • Zapier Integration

    Team Accelerator

    Unparalleled Team Access to SAM

    • 10 AI-Business Assistants (Agent)
    • ​​​ Insights: Agent Readiness Score Indicator
    • ​Insights: Agent Business Readiness Assessments
    • Realvolve CRM Database, Workflow, & Template Importer
    • Automated
      Routine Designer
    • Webhook Integrations: Crumbl, GrubHub, Uber Eats, Hand Wrytten, and More
    • Integration: Outlook, Apple Cal, and Exchange
    • SAM Custom Lead Forms
    • Zapier Integration

    Enterprise

    Equipping Brands, Brokerages & Teams

    • 10 AI-Business Assistants (Agent)
    • ​​​ Insights: Agent Readiness Score Indicator
    • ​Insights: Agent Business Readiness Assessments
    • Realvolve CRM Database, Workflow, & Template Importer
    • Automated
      Routine Designer
    • Webhook Integrations: Crumbl, GrubHub, Uber Eats, Hand Wrytten, and More
    • Integration: Outlook, Apple Cal, and Exchange
    • SAM Custom Lead Forms
    • Zapier Integration

    What Others Are Saying about Sam

    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 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.

    Offices

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

    Contact

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