Less artificial, more intelligent
No more scattered phone notes, scratch pads, and catch-up sessions with a database you dread. Calls, texts, emails, tasks and transactions all happen in one place, and activities end with quick debriefs that update your fields while the journal entries write themselves. Gone are the days of grinding through CRM admin work that, let’s face it, was never going to be accurate anyway.
Import and set up in about five minutes.
Live demo. Switch between today, overdue, and the week ahead.
Try it right here. No signup.
Why do other CRMs treat married people like strangers? ZachCRM organizes around the household, not the contact, so tasks and follow-ups never land on the wrong person and you’re not left with countless reference-only contacts floating around your database.
Time to reach out? Calling, texting, or emailing anyone in the household is simple: pick a person, or group text and group email them all. Either way, the journal keeps a receipt of who you talked to and what it was about.
Live Household Record demo. Add a contact, log a call, watch the journal entry write itself.
Debriefs
Every CRM you have used asked you to remember the call and come back later to record it. That never happens. You finish the call, you drive to the next appointment, and by evening the details are gone, so the database quietly rots and you stop trusting what it tells you.
Here, calls end on a debrief screen. Five extra seconds while you are still parked out front and the pipeline stage, the temperature, the timeline and the gift idea are all correct at the source. Nobody is reconciling anything on Sunday night.
Which is the whole point. A pipeline you can act on, follow-up dates that reflect the last real conversation, and rapport notes fresh enough to open the next call with.
Working demo. Place a call, end it, fill the debrief, and watch the record update itself.
How follow-up works
Good agents run good processes, and good processes get granular fast. Two clients under contract can each throw 15 tasks at you on the same morning. Nobody balances a hundred line items, so agents quietly stop finishing the work they set up.
Every other CRM
150 tasks
Every task carries its own due date and screams on the same day.
ZachCRM
20 households
Tasks live inside the household and carry no due dates. The household carries a follow-up date and a follow-up action, and you set both before you save. Every time, for every relationship.
The Ruiz Household
Confirm the HOA documents are in and review them
15 tasks nested inside
The Alvarez Household
Call, ask how Elena's swim meet went, 90 days since closing
Past client, VIP A
Live Smart Task Manager demo. Open a household that came due and work the nested checklist.
Smart tasks
The task says change the household status to under contract. You click it off, and the status changes. One click, both things done, nothing left half finished because you got pulled into a showing.
Checklist items can fire field changes, email templates, text templates, scheduling, showings and transaction steps. Your checklist stops being a list of reminders and turns into a row of buttons that run your business.
Mobile
Every activity you can complete at your desk, you can complete on your phone. Calls fire natively from your own call log, your own number, no second line to hand out and no forwarding to explain.
Every call ends on a debrief screen: status, hot warm cold, timeline, budget, and gift ideas on past client calls. Update, save, next dial. Notes land in the journal before you have pulled out of the driveway.
Live mobile call debrief demo. Save and it drops you on the next dial.
Templates, included with Pro
Every template Zach built over ten years selling real estate ships with ZachCRM Pro. Lead conversion, transaction management, customer follow-up, email and text both, including the full processes, follow-up intervals and texts for realtor.com, Zillow, company and open house leads.
Find them, edit them, send them from the desktop or the phone. They are yours, they leave with you, and every send logs itself.
realtor.com
Day one text, day one email, then a 7 day cadence
Zillow
Speed to lead script, showing request, agreement ask
Open house
Same night follow-up, neighbor letter, second visit ask
Under contract
Next steps, option period, closing logistics to all parties
After closing
Referrals are the whole business, and they come from the years after the deal, not the sixty days during it. So the relationship side is built out as seriously as the transaction side.
Rate every past client A through D. Ask for the pop-by pull and you get the list: rating, days since the last pop-by, and who sits along the route you are already driving today. Gifts are tracked with what you gave and when, so you never repeat a bottle of wine or forget the closing gift entirely. Every call, text, note and visit carries a date stamp, which is how you know it has actually been ninety days.
Live filtered list view demo. Three stops, one afternoon, no guessing who is overdue.
Quiet TREC compliance
Rule 535.2(h) requires your transaction records and substantive communications, calls, texts, and emails included, kept for four years. Nobody writes an end of day summary of every call, so nobody complies. Work inside ZachCRM and the record builds itself. If you are ever audited or hit with a complaint, one click produces a compliance export PDF at the household or transaction level: every task, note, date, time and message in the window.
You own your data
Your data and your clients' data are yours, and we do not sell anything to anybody. Worth asking about the CRM you use today: who owns the parent company, and are you comfortable with that answer? Go export your broker's data too, and count how much of what you entered actually comes back.
Professionally built
Anyone can prompt an app into existence right now, and most of them are slow and leaky. This is a professionally built real estate platform, architected by working Realtors, with latency, UX and security picked apart the whole way. We run penetration testing, which most companies in this space are not doing.
Teams, with Pro
Assign a household to one member or to several. Flip on team mode and supervisors see every household and every activity. Members pull each other into a file without a five step handoff. Team mode ships with ZachCRM Pro.
Commission setup happens once per member, paid from the broker or from the agent after closing. Create a transaction, pick who is on it, and their default pay applies, with an override structure for the odd file. Reporting and yearly totals track themselves. Quite possibly the most powerful team platform out there.
Transaction, 4412 Ridgemont
Zach
Lead agent, default 70/30
$8,190
Priya
Showing partner, override 15%, paid by broker
$1,755
Franchise fee
$351
Transaction fee
$195
Expenses logged
$2,000
Your net on this file
$5,644
If your broker's math disagrees, one click sends them a PDF of yours.
The movement
Your contacts, emails, saved searches and files live on your broker's system, and that is exactly why you haven't left. The tech is a retention wall, not a benefit. When your operating system belongs to you, the wall comes down, and a brokerage has to earn you on the four things that actually matter. Stay if the culture and the split are worth it. Just make it a choice instead of a hostage situation.
Roadmap
The platform is not done and it is never going to be done. It moves every month, forever, and the subscriptions you are juggling keep getting pulled in at no extra cost. Here is exactly where it stands.
Shipped
in your account today
Coming
every month, forever
Pricing
The whole database is $50 a month, at one price, whether you keep two hundred households or twenty thousand. Export your contacts, import them here, run the configuration, about five minutes.
Worried about a decade of tags not mapping to real fields? The tag consolidation tool takes it: show us every tag that means past client and we convert those households and delete the tags for you.
ZachCRM
$50
per month
Placeholder price, final number to be confirmed.
ZachCRM Pro
Coming soon$75
per month
Everything in ZachCRM, plus the pieces below.
