Workflow Secrets

?? The Future of Real Estate CRMs is Here – Meet SAM! ??? For decades, real estate CRMs have been static databases - storing contact details, transactions, and listings but doing nothing with them. ?? Agents waste hours hunting for client details. ?? Follow-ups feel robotic and manual. ?? Workflows take weeks (or months!) to build. ?? Traditional CRMs just store data - they don’t activate it. That ends now. SAM (Systems Accelerator Manager) is an AI-powered CRM built for real estate professionals that finally does the heavy lifting for you. ? AI-Powered Communication – Write & send personalized, human-like messages in seconds ? Automated Lead Nurture – Smart workflows that trigger based on key moments ? Property & Transaction Management – A seamless, intuitive database for real estate deals ? AI Agents (Coming Soon!) – Smart assistants that track your business and keep deals moving ? Fully Mobile & Hands-Free Vision – Manage your business on the go—no more being tied to a desk! In just 3 minutes, SAM can generate a complete, personalized automation sequence - something that traditionally takes weeks to build. ?? Watch this quick demo to see it in action! ?? ?? Who should check this out? ?? Real estate agents who want AI to work for them ?? Brokerages & teams looking for modern automation ?? Tech-forward professionals who see the future of AI-powered business systems If that’s you - or someone you know - let’s connect! Drop a comment or DM me if you’re curious about leveraging AI in your real estate business and I'll help you get setup inside SAM. ?? #RealEstateCRM #AIforRealEstate #PropTech #RealEstateTech #Automation #SAMCRM #AIpowered #RealtorTools

?? Big Day for Workflow Secrets at #STLTechWeek! Today, our team is making waves at TechSTL Tech Week - and we’re coming at it from two fronts! ?? Mark Stepp is diving deep into the future of the #CRM industry, showing how #AI is reshaping the way tech leaders and software developers build for tomorrow. Why is this important? Because it's tech that is already working in businesses across the US. ?? Meanwhile, Cody Stepp is representing us at the Startup World Cup AI/ML Semi-Final, where he’s unveiling how SAM (the Systems Accelerator Manager) is already disrupting the #RealEstateTechnology space. If you're passionate about the intersection of #AI, #Innovation, and #TechnologyLeadership - #AI25 at St. Louis Tech Week is a can’t-miss. ?? Grab your spot before registration start at 9am: https://lnkd.in/gMQQq4mU Let’s build the future. Together. #ArtificialIntelligence #TechStartups #PropTech #WorkflowSecrets #SAM #TechConference #RealEstateTech #AIFirst #AIFirstCRM #AICRM #RealEstateCRM

The Myth of “Sellable Real Eatate CRMs” and the Reality of Replicable Systems Every month I hear it two or three times to agents prepping to retire: “I’m building my systems so I can sell them when I retire.” It’s a good dream. But it’s built on a false foundation… Ans it breaks my heart. A CRM isn’t a sellable asset - leads and client names and details don’t have relationships, and unless your business automations and systems are replicable, repeatable, and transferable - it’s a paper weight in modern real estate. And let’s be honest… Most Legacy Real Estate CRMs out there today? They’re stitched together with manual workflows, random third-party tools, and some elbow grease you can’t download… Ever asked to print out your systems? Good luck getting them to let ya at most of these! So even if you could pass it on… You’d be passing down confusion, not clarity. Here’s what makes a CRM sellable: ? Automated routines that don’t rely on you. ? Personalized content generated dynamically, in your voice. ? A communications system that anyone can step into and run - without a 60-day onboarding. That’s what we’re building with SAM! A true CRM that builds Legacy isn’t a place to store names… … It’s a system that knows your clients, nurtures them at scale, and runs without you. Don’t just plan to hand off your database. Hand off your business - fully operational and ready to grow. Your team, and maybe your retirement plans depend on it! #AgentLegacy #BusinessSystems #AutomationForAgents #RealEstate #RealEstateCRM #RM

Let me say something that might sting a little… You can’t build a legacy in a legacy real estate CRM. I talk to a lot of agents who have this dream: “One day I’ll sell my book of business - my CRM, my automations, my systems - and ride off into retirement and bagazillonaire.” The problem? Legacy CRMs were never built for that. - They were built to store data, not activate it. - They were built to hold your contacts, not engage them. And most of all, they were built for YOU… not the next person who inherits them. So here’s the question: What happens when the value of your “retirement plan” depends entirely on you being there to run it? That’s not a legacy. That’s a liability. But there’s a new path forward. With AI-First platforms like SAM, we’re seeing agents build scalable, sellable, living systems - where automations work without them, routines continue to serve clients, and every interaction is personalized through AI, not manual effort. You are infusing your understanding, and the system learns how you think about systems - so IT can build like you. The future isn’t a CRM that stores your clients details. It’s one that understands and replicates how you think - well after you hit the beach, coconut drink in hand - retired or on vacation. If you want to retire without retiring your business, it might be time to rethink the systems you’re building today. #RealEstate #AgentLegacy #WorkflowSecrets #CRM #RealEstateCRM

A Modern Real Estate CRM - Ask It Q's, Start Tasks, Take It On The Go - Join Demo Day Tomorrow! Don’t miss your chance to see SAM in action and get your questions answered live. Sign up NOW! → https://lnkd.in/gaKRe-ry ?? #realestateagents #ai #realestate #realestatetech #proptech

?? Workflow Secrets is LIVE at TechSTL #STLTechWeek this coming Monday! Join our co-founders Cody Stepp and Mark Stepp at AI 25: Building What’s Next on March 31st in downtown St. Louis. Catch our breakout session at 3:10 PM: ??? Beyond Traditional Systems: How AI & SAM Are Revolutionizing CRM Tools with Advanced Automations. This 30-minute workshop will dive into: ? The end of traditional CRMs ? Real-world AI use in business systems ? How SAM is creating smarter workflows with no prompt engineering required If you're a software developer, prompt engineer, or just curious how real estate became the proving ground for a tech leap - don’t miss this. ??? Free to attend: https://lnkd.in/gs38Feec #STLTechWeek #AI25 #WorkflowSecrets #SAM #RealEstateAutomation #PromptlessAI #BusinessTech #CRMRevolution #CRM #RealEstateCRM #RealEstateTechn #AI

How Many Deals Have You Missed Because Of Your Legacy CRM? It’s time to stop losing because of your outdated system letting things fall through the cracks. See how at Demo Day Live March 27th at 3PM CST Sign up here → https://lnkd.in/gaKRe-ry ?? #sales #leadgeneration

?? Hard Truth: Most agents won’t survive the next 3 years... The industry is changing - fast. And if you’re still using the same old CRM systems, the same outdated follow-ups, and the same time-sucking manual workflow automation building processes… you’re already behind. It's time to catch up! The agents and teams who have already embraced #AI, inside SAM, our AI-First Real Estate CRM are letting the system build automations, create personalized content, and help manage their businesses. And guess what?!?! A smarter system will win for you too! The ones who don’t? Well… you’ve seen the statistics. ?? 80% of past clients forget their agent within a year. ?? 44% of agents give up after just ONE follow-up. ?? 60% of an agent’s day is wasted on admin tasks. Real talk: You don’t need more leads. You need to work smarter with the ones you already have!!! That’s exactly why I built SAM - when you trust your tools to aid you in your business your CRM can give you back time to focus on what actually makes money. Swipe through this carousel ?? to see 6 hard truths about scaling your real estate business in 2025 - and what to do about them. If any of these hit home… it’s time for a change! ?? I’ll even give you 14 days to try SAM for free & an a 1:1 to show you how it chance your business for the better. No learning curve. No tech headaches. Just results. ?? Click here to start your free trial: sam.workflowsecrets.info ?? Drop a comment if one of these truths hits home - I’d love to hear your take! #RealEstateAgent #RealEstateTech #RealEstateAI #PropTech?? #AIAutomation #RealEstateMarketing #ModernAgent?? #ProductivityHacks #ScaleYourBusiness #RealtorTips #CRM #RealEstateCRM #RealEstate #RealEstateAgent

Discover the four new Quest Elements inside SAM that will revolutionize how you define and implement your brand. Stay ahead with these powerful tools! #SAM #AFirstCRM #CRM #RealEstateCRM #RealEstate #BrandBrief

Your CRM Wasn’t Built for Today’s Market - SAM Was - See What Teams Are Switching To LIVE March 27th If your CRM was built 30 years ago, how can it help you today? It can’t. See what’s next - sign up for Demo Day now! https://lnkd.in/gaKRe-ry ?? #Realestate #realestatecrm #crm #realestatetech