One System.
Zero Duct-Taped Tools.
The Better Known CRM replaces your scattered stack of software with one connected system — so your follow-up, relationships, marketing, and pipeline finally work together.

Your Business Runs on
10 Different Tools.
A CRM here. Email there. Texting, funnels, scheduling, reviews — all separate. Each tool promises to help. Together, they create friction. Logins multiply. Follow-up breaks down. Leads slip through the gaps.
The Better Known CRM replaces that patchwork with one connected system — so your marketing, follow-up, and relationships finally work together the way they should.
- Follow-up actually happens Automated reminders and workflows make sure no lead or conversation falls through the cracks.
- Conversations don't get lost Every text, email, and note lives in one timeline — so you always know where the relationship stands.
- Referrals become predictable Stay top of mind with past clients through automated campaigns, review requests, and consistent touchpoints.
- Your business feels organized Replace reactive chaos with a system that runs in the background — so you can focus on closing deals.
We'll Build It.
You Just Show Up.
Every client gets our standard 1-on-1 onboarding — that's already included. These packages go further: our team builds, configures, and activates your system so you're not starting from a blank screen.
One-Time Add-On
Better Known
Launch
$399 one-time
We do the technical heavy lifting so you're handed a system that's actually ready to use on day one — not a blank dashboard with a help doc.
- Contact database import + segmentation
- Custom agent website connected to your CRM
- 2–3 drip campaigns written and built (new lead, past client, sphere)
- Booking calendar configured with confirmation flows
- Lead magnet integrated and tied to your first automation
- Branding applied across all customer-facing touchpoints
White-Glove Setup
Better Known
Concierge
Custom Pricing
Full takeover. We build your entire system, set up an AI agent in your voice, automate your Google reviews, and check back in at 30 and 60 days to make sure everything's working.
- Contact database import + segmentation
- Everything included in Better Known Launch
- Then we go further
- Past client reactivation campaign
- AI agent in your voice for marketing outreach
- 3 custom automations built for your business
- Google Business Profile review automation
- 30-day and 60-day check-in calls
Onboarding packages are optional add-ons. Every Better Known CRM subscription includes standard 1-on-1 onboarding — no package required to get started.
Nine Core
Capabilities.
Lead Capture &
Website Builder
Landing pages, forms, and full websites that connect directly to your CRM — so every inquiry flows into one system automatically.
Follow-Up &
Automations
Text, email, reminders, and workflows work together behind the scenes so follow-up actually happens — without sounding robotic.
Conversations &
Contact History
Every text, email, note, and interaction lives in one timeline — so you always know exactly where the relationship stands.
Appointments &
Calendar Booking
Let prospects book calls and consultations directly on your calendar — with automated reminders that reduce no-shows.
Document Signing &
Deal Flow
Send, track, and manage documents digitally as part of your workflow — keeping deals moving without bouncing between platforms.
Pipelines &
Opportunity Tracking
See where every buyer, seller, and opportunity stands in real time — without complicated setups you'll never actually use.
Courses &
Prospect Education
Educate buyers, sellers, and borrowers with built-in courses that build trust and set expectations before the first conversation.
Social Media
Scheduling
Plan and schedule social content from one place — so staying visible doesn't become another full-time job on top of everything else.
Reputation &
Review Management
Automate review requests after closings, access 24/7 support, and join weekly live trainings — so you're never left guessing.
One system · Nine core capabilities · Zero duct-taped tools
What's New in the
Better Known CRM.
Video Testimonial
Collection Tool
Collecting social proof just got effortless. Request, receive, and store video testimonials from clients directly inside your CRM — a complete game changer for your reputation marketing.
Agent, Team &
Brokerage Websites
Real estate websites are now included in your subscription. Choose a template and it integrates directly with your CRM. IDX Feed available as an optional add-on via IDX Broker.
Better
Known U.
As a Better Known CRM client, you receive complimentary access to Better Known U — our private coaching community built to help you actually use your tools and market with clarity and confidence.
Inside, you get live weekly trainings, office hours and Q&A, and practical guidance around branding, content, AI, systems, and automation — all designed to turn your CRM into a consistent, working engine for your business.
A $99/month value — yours free.
Learn About Better Known U
You Won't Be Handed
a Login and Left Alone.
1-on-1 Onboarding & Account Setup
We handle the technical setup so everything is connected correctly from day one — domains, email, and system foundations done with you, not handed off to a help doc.
1-on-1 Guided Setup
We walk you through the features, layout, and workflows so you know exactly how to use the system in your day-to-day business — no guessing, no overwhelm.
24/7 Support & Live Training
Access 24/7 chat and Zoom support, plus weekly live trainings recorded and added to the training library — so help is always available when you need it.
Go Further With
Done-For-You Setup.
The standard onboarding gets you set up. These packages get you fully built — campaigns written, automations live, and your whole system ready to run from day one.
One-Time Add-On
Better Known
Launch
$399 one-time
We do the technical heavy lifting so you're handed a system that's actually ready to use on day one — not a blank dashboard with a help doc.
- Contact database import + segmentation
- Custom agent website connected to your CRM
- 2–3 drip campaigns written and built (new lead, past client, sphere)
- Booking calendar configured with confirmation flows
- Lead magnet integrated and tied to your first automation
- Branding applied across all customer-facing touchpoints
White-Glove Setup
Better Known
Concierge
Custom Pricing
Full takeover. We build your entire system, set up an AI agent in your voice, automate your Google reviews, and check back in at 30 and 60 days to make sure everything's working.
- Contact database import + segmentation
- Everything included in Better Known Launch
- Then we go further
- Past client reactivation campaign
- AI agent in your voice for marketing outreach
- 3 custom automations built for your business
- Google Business Profile review automation
- 30-day and 60-day check-in calls
Onboarding packages are optional add-ons. Every Better Known CRM subscription includes standard 1-on-1 onboarding — no package required to get started.
Ready to Get
Better Known?
Both plans include every feature, full onboarding, and a 14-day free trial. Pick the billing cycle that works for you.
The ultimate all-in-one platform for real estate professionals. Cancel anytime.
- CRM & Pipeline Management
- Website Builder
- Unlimited Landing Pages
- Document Signing
- Email Marketing
- 2-Way SMS Marketing
- Bookings & Appointments
- Workflow Automations
- Social Media Scheduling
- Reputation Management
- Webinars & Courses
- 24/7 Chat & Zoom Support
- Live Weekly Trainings
Everything in the monthly plan — save two full months by paying annually.
- CRM & Pipeline Management
- Website Builder
- Unlimited Landing Pages
- Document Signing
- Email Marketing
- 2-Way SMS Marketing
- Bookings & Appointments
- Workflow Automations
- Social Media Scheduling
- Reputation Management
- Webinars & Courses
- 24/7 Chat & Zoom Support
- Live Weekly Trainings
Common
Questions.
Everything you need to know before getting started. Still have questions? Book a free demo and we'll walk you through it.
One System.
Starting at $149/Month.
Stop paying for tools that don't talk to each other. Start your 14-day free trial today — or book a demo and we'll show you exactly how it works for your business.
No long-term contracts · Cancel anytime