Realtor Customer Management - Customer Xperts

Is the way you run your real state business.

Clients, leads, opportunities, services, scheduling & communication in one place. Anywhere, Anytime

Connected with SuccessRM.


Keep your entire operation on your smartphone or tablet. Access and manage key information in real time, wherever you are. wherever you go.

Manage your leads and opportunities to win more

Be on top of all your leads and opportunities. Keep in touch with your potential customers, and easily see who needs attention, and the deals about to land.

Keep your daily to-do list in front of you.

Check what’s due for today and what’s coming up over the next week — customized to how you work best. Log calls, send emails, and create new tasks and events in a single click.

Follow next steps and tasks through the entire home- buying or mortgage journey.

Easily create task with due dates directly on your client’s record. Use statuses and priorities to filter your to-do lists according to what matters most to your business. No blind spots. Nothing falls through the cracks.

Improve Communications

Seamless connection with your email for triggering behavior-based emails that encourage your clients to take the next step in their lifecycle. Maintain permanent communication with leads with relevant information according their profile.

Document Management

Maintain customer documents within your customers’ profile, including personal documentation, authorizations, required forms, to organize and better manage each transaction, knowing instantly, at any time which opportunities are missing documentation.

Real Profit Visibility

Get the ability to track your expenses and dedicated time per opportunity so you can get an accurate profit analysis to improve your sales performance and optimize your resources.

Integrate your favorite apps with SuccessRM
to streamline your operations:


Access and send files from anywhere with OneDrive.

Integrate Mailchimp to manage email marketing campaigns with current and past clients.
Send and receive short messages to your customer base and find new leads.

Enables Microsoft Teams communication channel to improve your teamwork.

Manage personalized multi-channel programs and campaigns to prospects and customers.
Send and receive global SMS, MMS and IP messages.
Turn on DocuSign to accelerate deals with simple, secure, and fast e-signature functionality.
Amplify your content’s reach by easily sharing on LinkedIn.



SuccessRM basic features
$ 59
  • Customer Management
  • Service Activities Management
  • Live Views & Reporting
  • Customer Documents
  • Office 365 Integration


Includes all Basic features
$ 69
  • Includes all Basic Features , plus:
  • Business-class email with 50 GB mailbox
  • Microsoft Teams to meet, and collaborate
  • 1 TB of OneDrive cloud storage to edit and share documents
  • Intranet and team sites


Includes all Standard features
$ 99
  • Includes all Standard Features , plus:
  • Company-grade phone system integrated with Teams
  • Inbound and outbound calls anywhere you go
  • Save time and money with a single provider for all your communications