Lead and client management
Keep contacts, notes, lead sources and communication history together so every follow-up starts with context.
Built for Canadian real estate professionals
Your real estate CRM, your way
Customize your workflow, organize every opportunity and use AI-assisted tools to keep follow-up moving.
No credit card$39 CAD/month after trialCancel during trial
Today in AgentOS
Your business at a glance
New leads
12
Follow-ups
7
Active deals
4
Priority queue
Call new seller inquiry
Send showing feedback
Review offer follow-up
Illustrative interface only. Available data and features depend on your account configuration.
30-day free trialCanadian-dollar pricingCustom fields and workflowsMobile-ready access
Core capabilities
Less chasing. More control.
AgentOS connects the daily work that moves a real estate relationship from first inquiry to completed deal.
Custom fields and workflows
Shape records and pipeline stages around the way your real estate business actually operates.
Pipeline and earnings visibility
See active opportunities, deal movement and key business figures without rebuilding the picture in spreadsheets.
AI-assisted lead capture
Organize inbound website interest and route new opportunities into a consistent follow-up process.
Tasks and calendar
Connect appointments, reminders and next actions so important client commitments do not disappear in a busy week.
Mobile-ready access
Review and update your CRM from a phone, tablet or computer while moving between showings and client meetings.
How it works
Start with your real workflow
Create your account
Start with a 30-day free trial. No credit card is required.
Set up your workflow
Configure the fields, stages and reminders that match your business.
Run your day from one place
Manage leads, follow-ups, deals and priorities from one CRM.
Who it supports
One CRM, different ways of working
Start with the size and structure you have today, then shape the system as your business changes.
Solo agents
Replace scattered notes and spreadsheets with one daily system for leads, clients, tasks and deals.
Real estate teams
Create clearer ownership, shared follow-up visibility and smoother handoffs across the team.
Brokerages
Give agents a consistent operating framework while keeping pipeline and activity easier to understand.
Rental and referral businesses
Organize prospects, referral partners, appointments and repeat follow-up in the same client database.
Simple Canadian pricing
$39 CAD per month
Start with 30 days free. No credit card is required to begin. Applicable taxes may be added after the trial.
Frequently asked questions
Clear answers before you start
Who is AgentOS built for?
AgentOS is designed for Canadian real estate agents, independent teams and brokerages that want one system for leads, follow-ups, deals and day-to-day organization.
Can I customize the CRM?
AgentOS includes custom fields and workflow options so you can adapt records and stages to your terminology and operating process.
Does AgentOS work on mobile devices?
Yes. AgentOS is responsive and can be accessed through a modern browser on phones, tablets and computers.
What AI features are included?
AgentOS includes AI-assisted lead capture and workflow support. AI is used to help organize work; agents remain responsible for client decisions and communications.
How long is the free trial?
The free trial lasts 30 days and does not require a credit card to begin.
What does AgentOS cost?
The current Pro plan is $39 CAD per month after the trial. Applicable taxes may be added.
Can I export my data?
Data portability can depend on the record type and account setup. Confirm your exact export requirements with support before relying on AgentOS as your system of record.
Does AgentOS replace brokerage compliance systems?
No. AgentOS is a business CRM. Your brokerage policies, provincial requirements and required transaction or record-keeping systems still apply.
Bring every follow-up into focus
Try AgentOS free for 30 days and decide with your own workflow and data.
Get started