The Transaction Platform — marketing and AI systems for real estate investors
A team reviewing deals together
ONE LOGIN. THE WHOLE BUSINESS.

Every Lead, Every Conversation, Every Deal — in One Place.

The Transaction CRM is the system your acquisitions, dispo and marketing run on: pipelines, calls, texts, email, calendars, funnels, reviews, payments and automation — replacing the eight tools you're paying for now.

8 tools
replaced by one login
$1,100
monthly stack saved
14 days
kickoff to running
100%
your data stays yours
The Transaction CRM
One inbox
SMS, email, DMs, chat.
One pipeline
Lead to closing table.
One automation layer
Follow-up that never forgets.
One report
Spend to signed contract.
One app
The whole thing, in your pocket.

Your Deals Aren't Lost. They're Scattered.

A lead texts one number, emails another, DMs the Facebook page, and books through a link nobody checks. Four systems, four half-stories, and a seller who thinks you ignored them.

Follow-up depends on memory
The “not yet” list is the most valuable list you own, and it's sitting in a notebook.
Nobody knows what marketing produced
Without attribution you're guessing which channel bought the contract.
The stack costs more than the staff
Dialer, texting tool, scheduler, funnel builder, review app, email platform, Zapier.
What it replacestypical stack
Dialer & call tracking$180/mo
SMS platform$99/mo
Email marketing$150/mo
Funnel & landing pages$297/mo
Scheduler$60/mo
Review & reputation app$129/mo
Automation connectors$89/mo
The Transaction CRMOne flat fee

Fifteen Things It Does Every Day

Set up for you, not handed over as a blank account.
Unified conversations inbox
Text, email, Facebook and Instagram DMs, Google Business chat and web chat land in one thread per person — with the whole history attached.
Pipelines for acquisitions and dispo
Drag a deal from new lead to under contract to closed. Stage changes fire the next task, text or email automatically.
Missed-call text-back
Every call you can't answer gets an instant “sorry we missed you” text. It is the single highest-return automation in the system.
Workflow automation
Visual builder: if a seller books, notify acquisitions, start reminders, pause the nurture. No connector subscriptions, no code.
Calendars and booking
Round-robin between your team, buffers, reminders, and a rescheduler that chases no-shows without you asking.
Funnels and landing pages
Cash-offer pages, market pages and thank-you flows built inside the CRM, so every submission is already a tracked lead.
Forms, surveys and quizzes
Seller intake, buyer criteria, contractor onboarding — conditional questions that route people down different follow-up paths.
Email and SMS campaigns
Bulk sends, drip sequences and eighteen-month nurture for the “not right now” list, with compliant opt-outs handled for you.
Reviews and reputation
Automatic review requests after closing, all platforms in one feed, and AI-suggested replies you approve in a tap.
Call tracking and recording
A tracked number per campaign, recordings and transcripts on the contact record, so you know which ad produced the call.
Invoices, payments and contracts
Send an invoice or a document for signature, take card or ACH, and mark the deal paid without leaving the record.
Social planner
Plan and publish to Facebook, Instagram, LinkedIn, Google Business and TikTok from the same calendar your campaigns live on.
Reporting and attribution
Source-level dashboards: spend in, calls, appointments, contracts out — the report that decides next month's budget.
Mobile app
Answer texts, take calls from your business number, move deals and check the calendar from a job site or a driveway.
Smart lists, tags and segmentation
Slice the database by motivation, ZIP, source or last contact, then act on the list in one click.
Acquisitions pipelinethis week
NEW · 42
1244 Oakline
PPC · 4 min ago
88 Ridgeway
YouTube · 21 min
CONTACTED · 27
17 Beech Ct
AI texted · booked
903 Marlow
Callback 2:00
APPT · 11
44 Cedar Row
Thu 10:00
CONTRACT · 3
21 Halstead
$186,000
Avg response: 61sAppt rate: 26%Under contract: 3
BUILT FOR HOW YOU ACTUALLY WORK

Configured Around Your Deals, Not a Demo Account.

We build the pipelines, the stages, the automations and the reports around the way your team already sells — then train them on it and stay on call while it beds in.

Your stages, your fields
Occupancy, condition, motivation, ARV — the data you actually make offers on.
Migration handled
Contacts, history, tags and numbers ported across — nothing left behind in the old tool.
Wired to the rest of the platform
Your AI agents, ads and funnels all report into the same record.

Live in Fourteen Days

You keep selling while we build it underneath you.

DAY 1–3
Map the process
We sit with your team, document how a lead becomes a contract, and design the pipeline around it.
DAY 4–8
Build and migrate
Pipelines, automations, calendars, numbers and templates built; your database imported and de-duplicated.
DAY 9–12
Train the team
Two live sessions, recorded, plus a one-page cheat sheet per role. Nobody is left guessing.
DAY 13–14
Go live and tune
Numbers ported, old tools switched off, and a weekly tune-up call for the first month.

Plans

Usage for calls and texts is billed at cost — no markup on your own conversations.

SOLO
$299/mo
or $2,990/yr — 2 months free
One user, one pipeline
All fifteen features Standard build and migration Email support
TEAMMOST POPULAR
$599/mo
or $5,990/yr — 2 months free
Unlimited users, acquisitions + dispo
Everything in Solo Custom pipelines and automations Call tracking and attribution Team training, recorded Monthly tune-up call
CRM + AI
$1,299/mo
or $12,990/yr — 2 months free
The CRM with agents answering for you
Everything in Team AI voice and text agents 18-month nurture, written Priority support

The Transaction CRM — Common Questions

Can you move my data across?
Yes — contacts, notes, tags, pipeline stages and conversation history where the old system will export it. De-duplication included.
Can I keep my phone number?
Yes. We port it, or run a tracked number alongside it and forward — whichever keeps your marketing intact.
Who owns the account and the data?
You do. Export your database any time, and if you ever leave you keep the contacts, the recordings and the history.
Will my team actually use it?
That's what the build and the training are for. One inbox and one board beats five tabs — adoption usually takes about a week.
Is texting compliant?
Registration, opt-out handling and quiet hours are configured during setup, and we keep the consent record on the contact.
Do I have to use the whole platform?
No. Plenty of clients run the CRM alone. It just gets sharper when the ads and AI report into it.
PAIRS WELL WITH
AI
Answers before you can.
Lead Generation
What fills the pipeline.
Websites & Funnels
Where leads come in.
Paid Ads
What the reports measure.

One Login.
The Whole Business.

Book a walkthrough and we'll show you your own pipeline built live — plus what your current stack is costing you.

Real estate investor CRM walkthrough
See it on your deals
Thirty minutes, screen shared, no slides.
We reply same business day. No spam, ever.
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