← All Agent Featuresâ€ĸPipeline & Productivity
đŸŽ¯ SOLVES YOUR NEED:Manage prospects

Your Entire Real Estate Rolodex, Intelligently Organized

Say goodbye to fragmented notes, lost sticky pads, and forgotten past clients. Manage leads, buyers, sellers, and sphere in one unified system.

⚡ HOW MOOSECRM HELPS

A clean, unified real estate CRM that aggregates calls, texts, emails, viewed MLS listings, and showing history on a single timeline.

Start Free Plan
M
MooseCRM Feature Preview
Contacts + Leads
Live Demo Mode
DC
David & Claire Miller
[email protected] â€ĸ (416) 555-0192
Active Buyer
Pre-Approved $1.4MMarkham / Unionville4 Showings Completed
Recent Activity Timeline:
● Viewed 18 Carlton Rd 3 times yesterday
● Replied to SMS cadence: "Can we see it Saturday?"
100%
Centralized Records
Unified client history across all communication
45+
Real Estate Tags & Filters
Segment by buyer price, neighborhood, and stage
0
Forgotten Past Clients
Automated anniversary & holiday touchpoints
Real Estate Impact

Why Top Agents Choose MooseCRM for Contacts & Leads

✕ The Old Frustrating Way

Without MooseCRM

Contacts are scattered across your phone, email inbox, WhatsApp, and spreadsheets — causing missed deals and messy follow-ups.

✓ The MooseCRM Advantage

With Contacts & Leads

A clean, unified real estate CRM that aggregates calls, texts, emails, viewed MLS listings, and showing history on a single timeline.

Core Capabilities

Engineered specifically for how Realtors work

Every detail is designed to give you back hours of your week and increase your closing percentage.

1

360° Client Activity Timeline

See every MLS listing viewed, every email opened, every text received, and notes from phone calls organized in chronological order.

âœĻ Complete interaction audit
2

Smart Segmentation & Tagging

Filter leads in seconds: "Pre-approved first-time buyers looking in Markham under $900k" or "Downsizers looking for single-story".

âœĻ Hyper-targeted group messaging
3

Google & Apple Contact Sync

2-way synchronization keeps your mobile phone address book seamlessly aligned with your MooseCRM contact database.

âœĻ Seamless 2-way smartphone sync

Frequently Asked Questions

Everything you need to know about Contacts + Leads

Q:Can I import my existing database from another CRM or Excel?

Yes! MooseCRM offers 1-click CSV import with intelligent field mapping, plus complimentary data migration support from our Canadian team.

Q:Can my assistant or team members collaborate on contacts?

Yes, role-based permissions allow your team to view assigned leads, share notes, and assign tasks with full audit logs.

Q:Is client information safe and PIPEDA compliant?

All data is stored securely in Canadian-compliant cloud infrastructure with enterprise-grade SSL encryption.

Start using Contacts + Leads today.

Get started on MooseCRM's Free Plan with no credit card required. Upgrade or add team users anytime.

Start Free Plan