EngageMore Pro

What EngageMore Pro does

EngageMore Pro is a Phoenix-based, founder-operated SaaS company that provides an all-in-one CRM, marketing automation, and IDX website platform targeting individual real estate agents, teams, and brokerages in the United States. The platform is built on the High Level (LeadConnector) white-label CRM infrastructure and is differentiated primarily through a library of 30+ agent-created, real estate-specific drip workflow templates, integrated IDX property search websites (via IDX Broker MLS feeds), and a broad suite of AI-assisted features including content generation, conversational and voice AI, workflow assistance, and a multi-platform AI ad generator. Founded in 2019 by Patti Sampson — a multi-million dollar producing broker and author of 'Drip Campaign Secrets' — the company emphasizes weekly live agent-to-agent coaching and a private member community as core components of the product offering.

Name

EngageMore Pro

Legal name

EngageMore Pro

Website

https://engagemorepro.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

EngageMore Pro provides an all-in-one CRM, marketing automation, and IDX website platform built on High Level, specifically configured for individual US real estate agents and small teams with agent-created drip workflows and AI-assisted tools.

Ownership category

akta.pro rank

Product category

Real Estate CRM and Marketing Automation

NAICS

Advertising Agencies (541810)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Managed Application Platforms (App PaaS & Runtime Services) (HDABAAAD)

akta.pro secondary industries

Contact Center (CCaaS) & Customer Engagement Voice (HDAIAHAF), AI & Automation in Customer Service (Chatbots, Agent Assist) (EDABACAO)

Keywords

• Real estate CRM
• Marketing automation
• IDX websites
• Drip campaign workflows
• Lead capture software

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription - CRM Plans: Four-tier subscription model for CRM and marketing automation: Buzz CRM ($97/mo or $970/yr), Impact CRM ($147/mo or $1,470/yr), IDX Essential ($197/mo or $1,970/yr), and IDX Premium ($297/mo or $2,970/yr). Annual billing saves two months. Includes free monthly credits for email, SMS, AI, phone, and dialer services. Optional IDX website hosting requires separate IDX Broker MLS feed account ($55-$60/mo).
2. IDX Website Hosting Add-on: IDX website hosting bundled with CRM plans (Essential and Premium tiers). Requires separate IDX Broker account ($55-$60/month per MLS feed) and one-time setup fees ($197 for Essential, $649 for Premium).
3. AI Tools and Credits: Optional AI features (Conversation & Voice AI, Reviews AI, Content AI, Workflow AI, AI Studio, Agent Studio, Ask AI) billed per usage via credits, with an optional unlimited monthly plan available for heavy users. In-House AI Ad Generator is a separate paid upgrade.
4. Affiliate/Referral Program: Company operates an affiliate program (link.engagemorepro.com/affiliate) for agencies and partners to refer new customers, generating referral-based revenue.
5. Professional Services - Onboarding & Setup: Free database import and live onboarding included with all plans. Optional paid onboarding/training services for teams and brokerages. White-label and custom CRM build services referenced for other business niches.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

EngageMore Pro is an all-in-one real estate CRM, marketing automation, and IDX website platform built specifically for real estate agents, teams, and brokerages. Powered by High Level (LeadConnector) and configured with 30+ agent-created drip workflow campaigns, the platform delivers integrated IDX property search websites, lead capture landing pages, AI-assisted content and ad generation, multi-channel communication (email/SMS/voice), social media scheduling, and live agent-to-agent coaching. The service is sold via monthly and annual subscriptions across four tiers (Buzz CRM, Impact CRM, IDX Essential, IDX Premium).

Product overview

EngageMore Pro is a unified all-in-one marketing, CRM, and IDX website solution built for real estate professionals. The core offering consists of the EngageMore PRO CRM Platform (powered by High Level), available in three tiers: Buzz CRM (starter), Impact CRM (professional), and IDX bundles (Essential and Premium sites). The platform integrates over 30 agent-created drip workflow campaigns for buyer and seller nurturing, lead capture landing pages, brandable lead magnet guides, and monthly newsletter templates. AI capabilities include an AI Assistant with multiple tools (Content AI, Funnel & Website AI, Workflow AI, Agent Studio, Ask AI), an optional AI Ad Generator for multi-platform advertising, and AI-powered chat widgets. Social media management is handled through the built-in Social Posting Planner. All plans include Agent-to-Agent Coaching with weekly live sessions, onboarding support, and a private member group. The IDX Essential and Premium sites add fully integrated property search with MLS feeds. The platform is designed to replace multiple standalone tools (Docusign, Calendly, ad agencies) by consolidating CRM, marketing automation, website, and social media into one subscription.

Differentiator

Problem solved

Functional benefit

Brands

• Buzz CRM: CRM starter plan for single users with basic drip workflow and landing page features.
• Impact CRM
• IDX Essential
• IDX Premium
• High Level Snapshot

Products and services

• EngageMore PRO CRM Platform All-in-one CRM and marketing platform powered by High Level, specifically designed for real estate professionals. Combines lead capture, automated drip workflows, social media planning, AI tools, and comprehensive database management in a single subscription.
• Buzz CRM Entry-level CRM starter subscription for 1 user, including 10 engagement drip workflows, 5 prebuilt landing page funnels, website chat widget, free database import, and a local or toll-free phone number, priced at $97/month or $970/year.
• Impact CRM (Impact PRO) Professional CRM subscription with over 30 engagement drip workflows, 10 prebuilt landing page funnels, Live Website Chat AI Widget, AI Conversation Assistant and Content tools, Social Posting Planner, monthly real estate newsletters, and special pricing on the AI Ad Generator, priced at $147/month or $1,470/year.
• IDX Essential Site IDX website bundled with Impact CRM for 1 user. Includes 3 website template options, unlimited pages and blog, site tracker workflows, Google map widget, and $15 monthly credits, starting at $197/month or $1,970/year with a $197 one-time setup fee. Requires a separate IDX Broker MLS feed account at $55-$60/month.
• IDX Premium Site Premium IDX website bundled with Impact CRM for up to 4 CRM users. Includes 9 website templates, 3 site edits, 5 featured community areas, property valuation tool, unlimited pages and blog, and $20 team credits monthly, starting at $297/month or $2,970/year with a $649 one-time setup fee. Requires a separate IDX Broker MLS feed account.
• Buyer Drip Campaign Workflows Pre-built drip campaign workflows specifically designed for nurturing buyer prospects. Includes email, texts, task reminders, and contact types scheduled over a minimum of one year with high-touch engagement.
• Seller Drip Campaign Workflows Pre-built drip campaign workflows tailored for seller lead nurturing and re-engagement. Scheduled over extended periods with market updates, listing information, and conversion-focused content.
• Top-of-Mind Workflows and Holiday Templates Sphere and holiday campaign templates that touch contacts monthly and on major holidays throughout the year, designed to maintain top-of-mind awareness with past clients and sphere-of-influence contacts.
• Lead Capture Landing Pages and Funnels Unlimited squeeze landing pages branded to the agent's personal domain. Includes digital Open House sign-in forms and pre-built funnel templates for lead capture.
• Brandable Lead Magnet Guides Customizable buyer and seller lead magnets that agents can brand to their business. Includes home buying guides, FSBO checklists, and other educational resources to attract and capture leads.
• Monthly Real Estate Newsletter Templates Professionally designed monthly newsletter templates featuring fresh real estate articles. Agents can add personalized content and videos; templates are updated monthly with industry-relevant topics.
• Agent-to-Agent Coaching Weekly live CRM and marketing coaching provided by founder Patti Sampson and her team. Includes live onboarding, group sessions via Zoom, a private Facebook member group, and ongoing support. Included in all subscription plans.

Quantifiable outcome

• 35-60% email open rates (vs. industry average under 15%) reported for email templates
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability11 records

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• High Level (Powered by)coreTechnology or IntegrationEngageMore Pro is built on and powered by the High Level (now LeadConnector) SaaS CRM platform. The company customizes and configures the High Level infrastructure with real estate-specific workflows, templates, training, and branding to serve the real estate agent market.
• IDX BrokercoreTechnology or IntegrationEngageMore Pro integrates with IDX Broker for MLS property data feeds. IDX Essential and Premium plans require a separate IDX Broker account ($55-60/mo) to access local MLS feed data. The company also offers integration services to migrate existing IDX Broker accounts for new customers.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Follow Up Boss: A leading real estate CRM platform serving agents, teams, and brokerages with lead management, drip campaigns, and integrations. Directly competes with EngageMore Pro in the same vertical SaaS category with overlapping CRM, automation, and IDX-adjacent functionality.
• LionDesk: Real estate CRM offering email, SMS, drip campaigns, video email, and lead capture tools targeted at individual agents. Closely aligned with EngageMore Pro on feature set, pricing model, and target customer (solo real estate professionals).
• Real Geeks: Real estate lead generation and CRM platform with integrated IDX websites, drip campaigns, and agent websites. Direct competitor targeting the same individual agent and team segment with overlapping CRM + IDX + marketing automation stack.
• BoomTown: Real estate lead generation and CRM platform offering IDX websites, drip campaigns, and a CRM tailored to agents and teams. Direct competitor with comparable product surface to EngageMore Pro's CRM and IDX bundles.
• CINC: Real estate CRM and lead generation platform providing websites, lead nurturing, and behavioral automation for agents and teams. Overlaps with EngageMore Pro's CRM plus drip and IDX capabilities within the same vertical.
• Realvolve: Real estate-focused CRM combining contact management, workflows, and transaction tracking for agents and teams. Comparable in target market and core CRM/automation offering, though smaller scale than EngageMore Pro.
• Wise Agent: Real estate CRM with lead capture, drip campaigns, transaction management, and agent websites serving individual agents and teams. Direct head-to-head on CRM plus automation with similar SMB-centric GTM motion.

Broad incumbents

• kvCORE (Inside Real Estate): Large real estate technology platform combining CRM, IDX websites, lead generation, and brokerage back-office tools. Competes broadly with EngageMore Pro across CRM, IDX, and marketing automation, but at a much larger enterprise/brokerage scale.
• HubSpot: General-purpose CRM, marketing automation, and AI content platform used across industries including real estate. Competes as a broad incumbent with overlapping marketing automation, email, and AI content capabilities but without real estate vertical specialization.

Emerging players

• Brivity: Real estate CRM with AI-powered lead response and behavior-based automation, focused on individual agents and small teams. Competes in the same niche with overlapping AI-enhanced drip and engagement workflows.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@DripCampaignSecrets
• Facebookfacebook.com/EngageMoreCRM
• LinkedInlinkedin.com/company/engagemore-crm
• Instagraminstagram.com/pattisampson
• Xx.com/EngagemoreCRM

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EngageMore Pro