Automate, Convert & Close More Deals

Replace 15+ tools with one login. Save thousands yearly. Scale any real-estate or small-business vertical.

Get Started – Only $199/mo

Powerful Features Tailored to Your Industry

Select your vertical to see how ProEdge supercharges your workflow.

Lead Capture & IDX

  • Instant home-value funnels & open-house sign-ins
  • AI missed-call text-back & voice assistant
  • Smart drip campaigns for buyers & sellers

Pipeline & Automation

  • Drag-and-drop deal pipelines with e-sign triggers
  • Automated review requests & social posting
  • 1-click blogs, newsletters & QR codes

Marketing & Engagement

  • Email/SMS/ringless voicemail broadcasts
  • Web chat, calendars, project management
  • AI website/funnel designs & countdown timers

Referral & Co-Marketing

  • Agent partner portals with co-branded pre-approvals
  • Compliant SMS/email nurture sequences
  • Call tracking & dynamic rate sheets

Compliance & Scale

  • TCPA & CAN-SPAM safeguards built-in
  • Loan-stage pipeline automations
  • Review growth & social scheduler

Engagement Tools

  • Missed-call AI conversion
  • Web chat & interactive voice response
  • Electronic signatures & media storage

Seller Acquisition

  • Motivated-seller funnels (pre-foreclosure, probate, FSBO)
  • AI SMS/voice, voicemail drops, two-way texting
  • Dispo email/SMS lists & e-sign triggers

Deal Management

  • Pipeline tracking & instant booking
  • Dynamic bidding & institutional buyers
  • Listing-to-Leads automation

Marketing & Automation

  • Social planner, ad manager, QR codes
  • Workflows, project management, 1:1 support
  • Reputation management & review growth

Website & Funnels

  • AI-powered website & funnel designs
  • 1-click checkouts & offer tracking
  • Countdown timers & media storage

Marketing & Engagement

  • Broadcast email/SMS + segmentation
  • Social scheduler & ad manager
  • Review growth & missed-call AI

Operations

  • Calendars, workflows, e-signatures
  • Project management & 1:1 support
  • QR codes & web chat
ProEdge AI-Powered CRM
All-In-One Solution

ProEdge Replaces All of These Tools

Pick your vertical to see what you can eliminate—and what you typically save each year.

AI IDX funnels, missed-call text-back, smart follow-up, reviews, and deal pipelines—built for listings & buyers.

Platform

ProEdge CRM for Realtors
  • IDX pages, home value funnels, open-house flows
  • AI SMS/voice + social posting + blogs
  • Calendars, pipelines, automations

Replaces

KVCore Follow Up Boss Lofty Sierra Interactive WordPress/Wix/Groove Calendly Trello Mailchimp ActiveCampaign HubSpot (lite) Klaviyo Hootsuite/Sprout Birdeye/Podium/Yext RingCentral Twilio/TextMagic Rebrandly/Bitly + QR Zapier (most flows)
Save over$10,800/yr

Referral funnels, pre-approval capture, realtor co-marketing, compliant SMS & email, call tracking, and reviews.

Platform

ProEdge CRM for Lenders
  • Referral funnels & agent partner portals
  • Nurture journeys for purchase & refi
  • Call/SMS, calendars, pipelines

Replaces

HubSpot (lite) ActiveCampaign Mailchimp/Klaviyo Calendly RingCentral Twilio/TextMagic Hootsuite/Sprout Birdeye/Podium/Yext WordPress/Wix/Groove Zapier (most) Rebrandly/Bitly + QR
Save over$11,400/yr

Motivated-seller funnels, call tracking, AI follow-up, dispo lists, instant booking—built for wholesaling & flips.

Platform

ProEdge CRM for Investors
  • Seller funnels (pre-foreclosure, probate, FSBO, more)
  • AI SMS/voice, voicemail drops, two-way texting
  • Dispo email/SMS lists & e-sign triggers

Replaces

Podio / REsimpli (lite) InvestorFuse (lite) CallRail / RingCentral Mailchimp/ActiveCampaign Klaviyo Calendly Trello/Asana WordPress/Wix/Groove ManyChat/Dialogflow (lite) Hootsuite/Sprout Birdeye/Podium/Yext Rebrandly/Bitly + QR Zapier (most flows)
Save over$12,000/yr

Web, funnels, calendars, text/email, social posting, review growth, automations—one dashboard.

Platform

ProEdge CRM for Small Business
  • Website & funnels with 1-click checkouts
  • Broadcast email/SMS + segmentation
  • Reviews + social scheduler

Replaces

WordPress/Wix/Groove Shopify (lite) Mailchimp/Constant Contact ActiveCampaign/Klaviyo Calendly/Acuity Trello/Asana Hootsuite/Sprout Birdeye/Podium/Yext RingCentral Twilio/TextMagic ManyChat/Dialogflow (lite) Rebrandly/Bitly + QR Zapier (most flows)
Save over$7,200/yr

*Savings are typical market estimates across comparable plans. Your stack may vary.

See the ProEdge CRM

In Action

100% Risk-Free

30-Day Money-Back Guarantee

We’re so confident ProEdge will transform your business that we back it with a no-questions-asked refund. Try it for a full month. If it’s not the perfect fit, we’ll return every penny.

No Hoops. No Hassles. Just Peace of Mind.

Cancel anytime within 30 days — full refund, instantly processed. Your success is our priority.

Start Your Risk-Free Trial Now

Our Market Domination Plans

Save 2 Months with Our Annual Plans

Annually Monthly

Essential

$199

Per Month

Automate follow-ups, capture leads, grow listings, streamline deals, and close faster!

  • Full Featured CRM

  • Complete Website

  • Monday Q&A

  • Wednesday Marketing

  • Friday Mastermind

Advanced

$279

Per Month

text M

Our most popular package.

Get everything you need to Dominate Listings

  • Everything in Essentials+

  • iList Platform for Instant Cash Offers

  • Institutional Buyers

  • Dynamic Bidding

Premium

$379

Per Month

All-in-one CRM with iBuyer, Mailbox Power, and Listing-to-Leads automation!

  • Everything in Advanced+

  • Listing to Leads

  • Mailbox Power

  • Advanced Marketing Strategies

Essential

$165/mo

Annual Billing

Automate follow-ups, capture leads, grow listings, streamline deals, and close faster!

  • Full Featured CRM

  • Complete Website

  • Monday Q&A

  • Wednesday Marketing

  • Friday Mastermind

Advanced

$232.50/mo

Annual Billing

text M

Our most popular package.

Get everything you need to Dominate Listings

  • Everything in Essentials+

  • iList Platform for Instant Cash Offers

  • Institutional Buyers

  • Dynamic Bidding

Premium

$315/mo

Annual Billing

All-in-one CRM with iBuyer, Mailbox Power, and Listing-to-Leads automation!

  • Everything in Advanced+

  • Listing to Leads

  • Mailbox Power

  • Advanced Marketing Strategies

What Top Real Estate Professionals

are Saying ...

Got Questions,

We Have Answers

Why Choose the ProEdge CRM for Investors vs Other CRMs

ProEdge CRM for Investors isn’t just another platform—it’s your partner in growth. Designed for simplicity and efficiency, it combines powerful automation, marketing, and CRM tools in one intuitive system. With unmatched support and innovative features, we go beyond meeting your needs—we help you scale, streamline, and succeed. 🚀

Is ProEdge CRM easy to use?

Yes! It’s designed for investors with a user-friendly interface, pre-built templates, and automation features that simplify your workflow.

Can I migrate my data from other CRM systems?

Yes, ProEdge CRM supports data migration from most major CRM platforms. Our team can assist with the transition to ensure a seamless setup.

How Quickly Can I See Results with the ProEdge CRM for Investors

Results can come as quickly as a few weeks, with your ambition being the limit. The more you engage with ProEdge CRM for Investors, the more you’ll achieve, unlocking more significant potential and success. Remember, we're here every step of the way with the resources, support, and community behind you to help you succeed!

How does ProEdge CRM save me money?

By replacing multiple software subscriptions (email marketing, social media scheduling, calendar booking, payment gateways, and more), ProEdge CRM helps you cut costs—significantly saving monthly costs for many users.

How Do You Stay Ahead of Industry Changes?

We are committed to innovation, constantly updating CRM based on the latest trends and technologies. We ensure you’re not just keeping up with the industry; you’re setting the pace.

Can I Trust The ProEdge CRM With My Data?

I want you to know that your trust is paramount. We use advanced security measures to protect your data, ensuring it’s always safe and secure. With us, you gain peace of mind, allowing you to focus on what you do best.

What If I Decide The ProEdge CRM Isn't For Me?

We’re confident in the value of ProEdge CRM for Small Business, but we also understand that flexibility is key. Our hassle-free cancellation policy ensures you can confidently choose ProEdge CRM, giving you peace of mind while leveraging our powerful all-in-one platform to grow your business. 🚀

SP Smart Business Solutions LLC

All Rights Reserved

2025