Frequently Asked Questions

Yes! While Canadian Real Estate is our flagship vertical with deep MLS® IDX and RECO compliance integration, our core relationship CRM and Autonomous AI Workforce are designed for any high-touch business. In the MooseCRM Portal, you can select your industry (Finance & Mortgages, Professional Services, Construction & Trades, Technology, etc.) and your workspace will automatically reconfigure—hiding real estate modules and activating industry-tailored contact roles, intentions, and pipelines without any real estate clutter.

When you select your industry in Company Settings, MooseCRM adjusts the entire navigation menu and contact intelligence engine. For example, a mortgage broker sees Borrowers, Loan Pipelines, and Rate Alerts instead of MLS searches; a consulting or legal firm sees Retainers, Milestones, and AI Email Triage; and a general contractor sees Project Quotes, Subcontractor Directories, and Site Leads. You get a clean, laser-focused workspace tailored to how your business actually runs.

MooseCRM is an all-in-one AI-powered CRM platform designed specifically for real estate agents, top-producing teams, and brokerages, with an adaptive architecture for other relationship-driven industries. It brings together high-converting branded websites, automated lead capture, intelligent 24/7 client nurturing, transaction trade record compliance, and sales pipeline management into a single cohesive system.

MooseCRM is primarily built for Canadian real estate professionals (solo agents, top-producing teams, and full brokerages), as well as mortgage brokers, wealth advisors, legal and consulting practices, contractors, and B2B sales teams who require high-touch relationship management and autonomous AI digital employees.

AI acts as your around-the-clock digital assistant. It drafts immediate personalized SMS responses when leads inquire on your listings, schedules smart follow-up cadences based on prospect behavior, generates 1-click marketing kit copy (social flyers, feature sheets, video scripts), and provides intelligent next-action recommendations so deals never slip through the cracks.

Yes! MooseCRM includes an intuitive, high-performance website builder. You receive a fully branded agent website featuring live MLS property search, interactive maps, neighborhood guides, home valuation intake forms, and automated lead capture—all without writing a single line of code.

Leads are captured automatically across multiple high-intent touchpoints: your custom MLS website, listing open house digital sign-in QR codes, property valuation requests, automated social media landing pages, and integrations with Realtor.ca, Meta Ads, and Google Ads.

Yes. MooseCRM features comprehensive automation workflows for 2-minute lead responses, multi-day SMS and email follow-up cadences, appointment reminders, buyer tour route itineraries, anniversary check-ins, and automated brokerage compliance pre-screening.

MooseCRM integrates seamlessly with industry-standard real estate tools and showing management platforms (for showing appointments and client feedback), Google Workspace, Microsoft 365, Meta Ads Manager, and real estate board MLS feeds (direct Toronto TRREB / PropTx, with other boards integrated upon request).

Yes, MooseCRM is fully responsive and optimized for realtors on the road. You can access your client pipeline, send instant SMS replies, manage showings, and check deal progress from your smartphone, tablet, or laptop.

Your data security is paramount. We utilize AES-256 encryption at rest, TLS 1.3 encryption in transit, isolated tenant databases, and automated daily backups. We strictly adhere to Canadian PIPEDA standards and never sell or monetize your client data.

You can get started immediately on our Free Plan — no credit card or contract required. For brokerage and team onboarding, our team also offers 1-on-1 walkthroughs and assisted MLS feed migration.

Yes. MooseCRM includes built-in email marketing tools allowing you to design beautiful newsletters, send just-listed and just-sold broadcast blasts, track open and click rates, and trigger automated drip sequences tailored to buyers and sellers.

Yes. MooseCRM supports 2-way SMS messaging and automated text campaigns with high deliverability, enabling you to engage prospects within minutes of their inquiry when intent is highest.

Yes. MooseCRM includes specialized real estate tools engineered specifically for property transactions: MLS data integration, intelligent listing recommendations, AI property valuation estimates, neighborhood price tracking, and complete listing and sold price history.

The platform offers a full suite including live MLS IDX search feeds, interactive buyer tour route planning, 1-click marketing kits (open house posters, Instagram flyers, brochures), trade record management, RECO compliance document pre-screening, and trust deposit accounting. MooseCRM does not sell or license MLS listing data. We feature direct live connectivity with Toronto MLS (TRREB / PropTx), with other board feeds integrated upon request. Licensed agents must obtain data access approval from their board so MooseCRM can connect the feed.

AI property valuation analyzes recent comparable sales, neighborhood price trends, square footage, and property attributes to generate instant, data-backed estimated valuation ranges for homeowners—serving as an exceptional lead magnet for seller listings.

Neighborhood price watch allows your buyer and seller clients to subscribe to automated weekly or monthly market digests covering new listings, price drops, and firm sold prices in their specific postal codes or sub-markets.

No. MooseCRM is a workflow and automation tool for licensed Ontario real estate professionals regulated by RECO. MooseCRM does NOT sell, source, or supply homeowner contact data. All personal information imported into MooseCRM must be lawfully collected by your brokerage or agent, with valid consent under PIPEDA and CASL.

All personal information imported into MooseCRM must be lawfully collected by your brokerage or agent, with valid consent under PIPEDA (Personal Information Protection and Electronic Documents Act) and CASL (Canada's Anti-Spam Legislation). As the data controller, your brokerage or agent is responsible for ensuring proper consent is obtained before importing contacts into the platform.

MooseCRM includes built-in consent logging, audit trails, data retention controls, and unsubscribe tools to help registrants meet regulatory requirements. These features are designed to support your compliance obligations under PIPEDA and CASL, making it easier to demonstrate accountability and maintain proper records.

AI outreach campaigns may only be run on contacts with valid CASL consent. Agents remain responsible for verifying consent prior to launching automated sequences. All outreach activity within MooseCRM is logged for audit purposes to help you maintain a complete compliance record.