ProEdge CRM+AI
ProEdge
AI-Powered CRM
Your Technical Partner – 3 Zooms Weekly

The Most Powerful CRM + Your Personal Success Team

Replace 15+ tools, save thousands, and scale with confidence. Every week: Monday Q&A, Wednesday Marketing, Friday Mastermind — plus 1:1 support and ongoing feature expansion. We're not just software. We're your technical partner.

Supercharge Your Business Now!

ProEdge: The GHL-Powered Engine for Every Vertical

AI-driven funnels, automations, and pipelines — pre-built for Realtors, Investors, Lenders, and Small Businesses. Dominate your niche with one platform.

🎯

Attract & Capture Leads 24/7

  • AI pages: CashOffer+, Home Valuation, New Construction, Open House RSVP, IDX opt-ins
  • Pre-built funnels for 6 seller motivations (FSBO, Expired, Pre-Foreclosure, Probate, Tired Landlord, Tax/Distress)
  • Forms/surveys, QR codes, SMS keywords, trigger links, chat widget, unified FB/IG DMs
  • Ad Manager for Meta, Google, LinkedIn + UTM attribution
  • Social Planner to post across all major platforms from one calendar
Launch Lead Funnels
🤖

Nurture & Convert with AI Precision

  • Unified Conversations Inbox (SMS, email, chat, socials) + 24/7 AI assistant
  • Playbooks for ALL seller & buyer motivations (downsizer, relocation, first-time, move-up, investor, renter, etc.)
  • Smart drips, branching, goals; review-request engine
  • Calendar booking, reminders, no-show rescues; Zoom links
  • Webinar platform (Live & Evergreen) for First-Time Buyers, Sell for Top Dollar
  • Pipelines with SLAs, tasks; A2P/TCPA guardrails
Automate Nurture
🏆

Close, Deliver & Scale Your Empire

  • Transaction Checklists: Seller Acquisition, Home Selling, Buyers/Renters, Contract-to-Close
  • Vendor orchestration (media, staging, inspectors, lenders), shared timelines
  • Offer review & routing (incl. HomeOffersEZ), compliance receipts
  • Post-close sphere: anniversaries, updates, referrals
  • ROI dashboards; order forms/payments for add-ons (flat-fee MLS, staging, media)
Scale Your Team
🤝

Your Technical Partner – Always On

  • 3 Live Zooms Weekly: Monday Q&A, Wednesday Marketing, Friday Mastermind
  • 1:1 Onboarding & Support: Screen-share, strategy, custom workflows
  • Ongoing Expansion: New AI pages, funnels, automations added monthly
  • ProEdge Success Team: We build, you grow — no tech headaches
  • Community Access: Private Slack, templates, scripts, case studies
Book Your 1:1 Now
💰

Attract Sellers, Buyers & Lenders

  • AI pages: Sell Fast for Cash, Problem Property, Cash Buyer VIP, Private Lender Interest, Deal Submission
  • Pre-built funnels for 6 seller motivations + cash buyer list grower
  • Forms, disposition interest forms, SMS keywords, QR on bandit signs, chat + FB/IG DMs
  • Ad Manager for Meta, Google, LinkedIn to source sellers, buyers, and lenders
  • Social Planner for cross-platform deal/pov content scheduling
Find Motivated Sellers
🔄

Nurture & Convert Every Deal Type

  • Inbox unifying seller leads, cash buyers, agents, vendors; 24/7 AI screening
  • Playbooks: wholesale, novation, wholetail, flip, BRRRR, landlord, JV/partner, private-money nurture
  • Seller motivation drips, proof-of-funds request, property condition survey, offer-range delivery
  • Calendars for acquisitions/dispositions; automated reminders and doc requests
  • Webinar platform for How Our Cash Offer Works, Investor 101, Private Lending Basics
  • Pipelines for Leads → Offers → Under Contract → Dispo/Closed; compliance opt-in/out
Close Faster
📊

Close, Deliver & Scale Your Portfolio

  • Transaction Checklists: Acquisitions, Rehab/Project, Dispositions (retail/wholesale/novation), Rentals/Onboarding
  • Vendor orchestration: GCs, inspectors, title, photographers; timeline sharing
  • Offer templates, assignment/novation steps, buyer list blasts, escrow/title tracking
  • Post-close: buyer follow-ups, lender updates, referral/partner growth
  • KPIs: cost per contract, assignment avg, DOM to dispo, lender pipeline value
  • Payments/order forms for application fees, option deposits, VIP buyer memberships
Scale Your Empire
🤝

Your Technical Partner – Always On

  • 3 Live Zooms Weekly: Monday Q&A, Wednesday Marketing, Friday Mastermind
  • 1:1 Onboarding & Support: Screen-share, strategy, custom workflows
  • Ongoing Expansion: New AI pages, funnels, automations added monthly
  • ProEdge Success Team: We build, you grow — no tech headaches
  • Community Access: Private Slack, templates, scripts, case studies
Book Your 1:1 Now
📋

Attract & Pre-Qualify Borrowers

  • AI pages: Purchase Pre-Approval, Refi Checkup, DSCR/Investor, Bank-Statement, FHA/VA/USDA/DPA
  • Program-specific quizzes & rate-range lead forms; realtor co-marketing opt-ins
  • Ad Manager for Meta, Google, LinkedIn (lead forms → CRM with UTM)
  • Social Planner for education reels, rates explainer posts, success spotlights
  • Referral partner portals & QR flows for open houses and builder tables
Launch Pre-Approval Funnels
📈

Nurture & Convert with Compliance

  • Unified Inbox (SMS/email/chat/social) + AI pre-qual assistant gathering basics (income, assets, credit range)
  • Playbooks for purchase, refi, first-time buyer, VA, FHA, USDA, DPA, DSCR, bank-statement, ITIN
  • Milestone drips: application → disclosures → conditions → CTC; Realtor updates auto-sent
  • Calendars for consults; doc-request checklists; eConsent & disclosures links
  • Webinar platform for First-Time Buyer 101, DPA Deep Dive, Investor Loans 101 (live/evergreen)
  • Pipelines: New → Submitted → Processing → Underwriting → CTC → Funded; A2P/TCPA safe
Automate Loan Pipeline
🔒

Close, Deliver & Scale Partnerships

  • Transaction Checklists: Pre-Approval, Full Doc Collection, Processing/Conditions, Clear-to-Close/Funding, Post-Close
  • Partner co-marketing updates, milestone texts to agents/builders
  • Post-close nurture: annual mortgage review, refi alerts, move-in tips, review requests
  • Dashboards: pull-through rate, CPL/CPA by program, partner source ROI
  • Payments/order forms for appraisal credit, application fees, lock extensions (as allowed)
Grow Your Network
🤝

Your Technical Partner – Always On

  • 3 Live Zooms Weekly: Monday Q&A, Wednesday Marketing, Friday Mastermind
  • 1:1 Onboarding & Support: Screen-share, strategy, custom workflows
  • Ongoing Expansion: New AI pages, funnels, automations added monthly
  • ProEdge Success Team: We build, you grow — no tech headaches
  • Community Access: Private Slack, templates, scripts, case studies
Book Your 1:1 Now
🚀

Attract & Capture High-Value Leads

  • AI pages: Service Quote, Free Audit/Consult, Booking, Promo/Lead Magnet, Event Registration
  • Industry packs (home services, legal, med spa, fitness, coaching, SaaS) with tailored forms & surveys
  • Ad Manager for Meta, Google, LinkedIn with UTM and lead sync
  • Social Planner to post across all platforms from one content calendar
  • Chat widget, SMS keywords, QR menus/coupons, trigger links
Launch Your Funnels
💬

Nurture & Convert with AI Support

  • Unified Inbox + AI receptionist for FAQs, pricing ranges, and booking
  • Playbooks: new lead → estimate → follow-up; cart-abandon/save-the-sale; review/refer loops
  • Pipelines for Leads → Quotes → Won/Lost; automated reminders and deposits collection
  • Calendars with deposits, no-show texts, review requests; email/SMS drips with branching
  • Webinar platform (Live/Evergreen) for workshops, product demos, onboarding sessions
Automate Sales
📈

Deliver, Retain & Scale Effortlessly

  • Transaction/Delivery Checklists: Onboarding, Service Delivery/Project, QA/Sign-off, Renewal/Upsell
  • Work orders, vendor coordination, and client portal updates
  • Subscriptions, invoices, and one-time payments; failed-payment recovery
  • Dashboards: source ROI, speed-to-first-reply, pipeline value, LTV, churn
  • Loyalty/referral automations and membership upsells
Scale Your Business
🤝

Your Technical Partner – Always On

  • 3 Live Zooms Weekly: Monday Q&A, Wednesday Marketing, Friday Mastermind
  • 1:1 Onboarding & Support: Screen-share, strategy, custom workflows
  • Ongoing Expansion: New AI pages, funnels, automations added monthly
  • ProEdge Success Team: We build, you grow — no tech headaches
  • Community Access: Private Slack, templates, scripts, case studies
Book Your 1:1 Now

Get Found in Google & AI Conversations — Just Like This

Our team specializes in SEO + AI optimization. We don’t just give you tools — we get you to #1. See the proof:

SmartytheRealtor: #1 for "Best AI Realtor in Philly"

5 Spots Ahead of Zillow — Powered by ProEdge SEO & AI Strategies

SmartytheRealtor #1 on Google

Google Domination

Rank #1 for high-intent searches in your city — beat Zillow, Redfin, and local agents.

AI Conversation Wins

Appear in ChatGPT, Gemini, Perplexity — when buyers ask “Who’s the best realtor in [city]?”

Done-For-You SEO

We optimize your GHL site, content, schema, backlinks — you focus on closing.

Get Your #1 Ranking – Start Now
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.

CRM Credits Calculator

Each referral earns you $67.66/mo. Your CRM is $199/mo. At 3+ referrals, your CRM is covered — and the rest is income.

Live Estimate $199/mo Base

Inputs

Enter your number
$67.66/mo per referral • 3+ referrals covers $199/mo
Quick math
Monthly Earnings = Referrals × $67.66
Net CRM Cost = $199 − Earnings (min $0)

Results

Updates instantly
Monthly Referral Earnings
$0.00/mo
0 × $67.66/mo
Net CRM Cost
$199.00/mo
Base $199/mo
Total Annual Referral Earnings
$0/yr
Referral earnings per year
Status
Not Covered Yet
3 more referrals to go
Estimates only, for planning and recruiting conversations.

See ProEdge in 60 Seconds

AI funnels, pipelines, automations — watch it work.

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
Secure Checkout – 30-Day Money-Back Guarantee

Choose Your Plan & Unlock ProEdge Today

One plan, unlimited power. Includes 3 weekly Zooms, 1:1 support, and ongoing AI feature drops.

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Frequently Asked Questions

Everything you need to know about ProEdge CRM, pricing, referrals, and scaling your business.