Dev blog
Everything you pay for elsewhere, rebuilt better under this roof.
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, and below that, the release notes: every update, dated, in plain language.
Shipped
in your account today
- ✓Bulk email to agents or clients Just shipped
- ✓Meta ad targeting straight out of the CRM Just shipped
- ✓Complete CRM database management, built on the household record
- ✓Desktop and mobile, with every activity logging seamlessly between them read the update
- ✓Build your own email templates, text templates and action plans
- ✓Commission calculations, tracking and projections
- ✓Compliance exports and the full journal read the update
- ✓Google Drive integration
- ✓Checklist ownership and smart tasks
- ✓Transaction history
- ✓File ownership that survives leaving your broker
- ✓Full data ownership
- ✓Pop-by pull, gift tracking and after closing follow-up
Coming
every month, forever
- Your own website, where switching brokers just swaps the logo
- Native postcards and print marketing, designed and sent from here
- Native e-signature
- Writing offers in the CRM in a couple of minutes
- CMAs and annual reviews
- Upload a contract, every transaction field fills itself in
- A rated vendor network, with rating reminders a week later
- Integrated accounting with a real time bottom line
- Showing feedback requests that write back to the file
Guides
Plain answers to the questions agents ask about choosing a CRM and keeping it useful.
What’s new
Every release, in plain language, newest first. If you want to know whether we actually ship every month, this is the receipt.
October 14, 2026
An email signature builder that shows you the inbox
Start from a layout, build with sections and columns, and watch it in a real email preview as you go. Your default goes on every new email.
September 30, 2026
Moving in: importing from your old CRM
Bring a CSV or Excel export from anywhere. The wizard matches your columns, turns old stages and tags into real values, and groups couples into households.
September 17, 2026
FORD notes that show up right when you dial
Family, Occupation, Recreation and Dreams on every household, plus talking points you queue for next time, right in front of you before you dial.
September 3, 2026
ZachCRM on your phone, built for the car
Call prep, a debrief sheet after every call, and group texts from your own number. The phone layout is built for one thumb, not shrunk from the desktop.
August 20, 2026
A follow-up list you can actually finish
The dashboard lists households due today, overdue and this week, hottest first. One row per relationship, not a pile of tasks.
August 6, 2026
Every call ends with a debrief
Call prep before you dial, and a debrief when you hang up that logs the call and sets the next follow-up in the same window.
June 24, 2026
Group text and group email, from the phone
The household screen now has a group option for text and for email, with your templates, and each send logs once against the household.
June 6, 2026
Compliance export, now at the transaction level
One transaction, every task, note, date, time and message inside the window, as a single PDF, for complaints and broker requests.
Two plans, and no per seat games.
ZachCRM is $50 a month, and Pro is $75 once it ships. See what is in each plan.