All the right tools. None of the extra noise.

The tools you need to work smarter and close more deals.

AI & Communication

Stay connected without the busywork

Keep leads engaged with AI calling, smart follow-up, and fast communication tools built to help you move conversations forward.

  • AI Calling & Conversation Tracking
  • 2-Way Text & Email Conversations
  • Missed Call Text Back
  • SMS & Email Templates
  • Email Marketing
AI and follow-up tools
Lead Management

Organize every contact and every deal

Track your leads from first touch to closing with a clean system built to help you stay organized and take action faster.

  • CRM
  • Pipelines & Opportunities
  • Smart Tagging
  • Tasks
  • Contacts Management
CRM and pipeline tools
Scheduling

Make scheduling simple for you and your leads

Let clients book time, keep your calendar synced, and reduce no-shows with reminders that run automatically.

  • Calendar Booking
  • Appointment Reminders
  • Booking Pages
  • Calendar Sync
  • Availability Rules
Calendar and scheduling tools
Lead Capture

Turn traffic into real opportunities

Capture leads through pages, forms, surveys, and chat tools designed to help you convert more visitors into conversations.

  • Funnels
  • Websites
  • Form Builder
  • Survey Builder
  • Web Chat
  • Trigger Links
  • QR Codes
Lead capture tools
Workflows

Put your follow-up and systems on autopilot

Build custom workflows that save time, reduce missed steps, and keep your business moving without manual work.

  • Workflows
  • Triggers
  • Campaigns
  • Custom Automations
  • Text to Pay
Automation tools
Insights & Growth

See what’s working and keep improving

Track performance across your campaigns, conversations, and lead sources so you can make smarter decisions with confidence.

  • All Reporting
  • Analytics Dashboard
  • Reputation Management
  • Social Planner
  • Blogs
Reporting tools

Watch this video for more info

Find the right plan for your business

Select the features you want, and we’ll recommend the best-fit plan.

Select the features you need

Choose as many as you want. We’ll recommend the lowest plan that includes all of your selected features.

This tool recommends the lowest plan that covers all selected features.
Recommended Plan
Select your features
Choose one or more features from the list, then click the button to see which plan fits best.

Basic Plan

Best for starting with core tools and essential follow-up.

Business Plan

Best for growing teams that need more automation and marketing tools.

Pro Plan

Best for advanced users who want the full feature set.

Selected Features
No features selected yet.
Why lower plans don’t fit
Once you select features, we’ll show what lower plans are missing.

Frequently asked questions

Real Estate Surge is an all-in-one platform built for real estate agents and mortgage professionals. It helps you manage leads, automate follow-up, track conversations, organize deals, and run your business from one place.

Real Estate Surge is designed for real estate agents, loan officers, mortgage teams, and growing businesses that want a simpler way to manage leads, communication, marketing, and daily operations.

Real Estate Surge includes a wide range of tools to help you work smarter and stay organized, including:

  • CRM and contact management
  • Pipelines and opportunity tracking
  • Automated email and text follow-up
  • AI calling and conversation tracking
  • Calendar booking and reminders
  • Funnels, forms, surveys, and websites
  • Email and SMS templates
  • Reporting and analytics
  • Review and reputation tools
  • Workflow automation

Real Estate Surge helps you stay consistent with every lead. It keeps your follow-up organized, automates repetitive tasks, gives you visibility into your pipeline, and helps you move leads from first contact to closed deal more efficiently.

Yes. You can automate texts, emails, reminders, lead routing, reactivation campaigns, and more. This helps you stay in front of leads without having to manually send every message yourself.

Yes. Real Estate Surge supports AI calling features that can help with lead follow-up, conversation tracking, and identifying next steps based on call outcomes. This can help your team respond faster and stay more consistent.

Yes. You can manage your pipeline with custom stages, track deal value, view lead activity, and keep a clear picture of where every opportunity stands.

Yes. Real Estate Surge gives you tools to build landing pages, forms, surveys, websites, and funnels so you can capture leads and send them directly into your follow-up system.

Yes. You can let leads book appointments online, manage your calendar, and send automatic reminders to reduce no-shows and keep your schedule organized.

Yes. You can send one-time campaigns or automated sequences through email and SMS. You can also save templates to make future outreach faster and more consistent.

Yes. You can track lead activity, campaign performance, pipeline movement, and other key numbers so you can see what is working and make better business decisions.

Yes. You can customize fields, pipelines, workflows, tags, and automations to fit the way your business operates.

Yes. It is built to be simple and practical, so you can get started quickly without feeling overwhelmed.

Yes. You can access your account from any device with an internet connection, which makes it easy to manage your business from the office or on the go.

Yes. Real Estate Surge can work alongside many common business tools, including calendars, email services, forms, and other apps used in real estate and mortgage workflows.

Yes. Support is available to help with setup, questions, troubleshooting, and guidance so you can get the most out of the platform.

Getting started is simple. Once your account is set up, you can import contacts, build your pipeline, connect your calendar, and start launching your first campaigns and automations.

Transform Your Business with Real Estate Surge

Are you struggling to keep track of customer interactions? Is your sales team missing out on valuable opportunities? It’s time to revolutionize the way you manage customer relationships with Real Estate Surge

PRICING

Choose Your Plan

Basic PLAN

$99/m

AI-powered conversation scheduling

  • White Label Calendar

  • Membership/Classes portal

  • Course for coaching or training

  • CRM with hundreds of Real estate Campaigns built in.

  • Email

  • Voice

  • Text

  • AI Messaging

  • Landing Pages

  • Basic support integration

  • Standard automation tools

  • Direct mailing setup

  • Access to community resources

No contracts - cancel anytime

PRO PLAN

$199/m

All Basic Features

  • Access to live training zooms

  • Automated Mailing of Postcards

  • Automated and Branded Gifting [Need to pay for gifts]

  • Unlimited Post Cards just pay postage to mail

  • Print on demand

  • Unlimited mailing lists & contacts

  • Dynamic QR Code Generation &

    Tracking

No contracts - cancel anytime

Premium Plan

$499/m

All PRO Features

  • Dedicated Account Manager

  • Automated Mailing of Postcards

  • Automated Gifting [Need to pay for gifts]

  • Unlimited Post Cards just pay postage to mail

  • Print on demand

  • Unlimited mailing lists & contacts

  • Social Media AI

  • 1 AI Caller Agents w/ 600 minutes

No contracts - cancel anytime

GOLD Plan

$750/m

All Premium Features

  • 1500 leads a month and Add Management for geo farming.

No contracts - cancel anytime

Virtual Assistant Leasing

Real Estate Surge has spent the past 5 years hiring and training Virtual Assistance and has access to train Va's in various positions that we have spent the last few years training. This saves you the hassle of interviewing and managing and overseeing your virtual assistant by lease from Surge.

  • They specialize in

  • Digital Marketing

  • CRM Management

  • Social Media Manager

  • Transaction Coordinator

  • Loan Assistant

  • Personal Assistant

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