Pipelines, campaigns, booking, and follow-up sequences built on top of your Microsoft 365 foundation — not beside it. Included from the Professional plan up.
Genesis CRM is the CRM and marketing automation layer of the Genesis AI stack. It handles the things a mailbox was never built to handle: where every contact sits in your pipeline, what campaign they belong to, when the next touch fires, and how a stranger books time on your calendar without three rounds of "does Tuesday work?"
The important word is layer. It is not a product you buy separately and then figure out how to connect. It ships as part of the managed service, on top of the Microsoft 365 foundation we provision first — identity, business email on your own domain, calendars, documents, Teams. That order matters. A CRM installed on top of a shaky foundation inherits every problem underneath it.
Most real estate CRMs fail for the same reason: they become a second place where the truth lives. Contacts in the CRM, real conversations in the inbox, the actual calendar somewhere else. Within a quarter nobody trusts the pipeline, and the CRM turns into an expensive contact list. Genesis CRM is built to avoid that by being downstream of the foundation instead of parallel to it.
No feature list theater. These are the four jobs the layer exists to do, and everything else is in service of them.
Stages that match how a deal actually moves — new lead, contacted, appointment set, active buyer or listing, under contract, closed, past client. Every contact has a stage and an owner, so "who is following up with this person" has one answer instead of an assumption.
Email and SMS campaigns to segments you define — sphere, past clients, a farm, an open house list, a specific price band. Sending is only half of it; the sending domain, authentication, and list hygiene behind it are what decide whether the message reaches an inbox at all.
Public booking links tied to real calendar availability, with buffers, routing, reminders, and confirmations. A lead picks a slot; it lands on the right person's calendar. No double-booking a showing against a listing appointment because two systems disagreed about your Thursday.
Timed multi-step sequences per pipeline stage — speed-to-lead on a new inquiry, a nurture cadence for a long-horizon buyer, a post-close sequence for referrals. Sequences pause automatically when a human replies, because nothing burns a relationship faster than an automation talking over a live conversation.
"Integrated" gets used loosely. Here is what it concretely means in this stack, and it is the difference between a CRM you trust and one you tolerate.
Your Microsoft 365 account is the login. Users are provisioned and de-provisioned in one place, so when an agent leaves the team, access to the pipeline ends with their mailbox — not weeks later when someone remembers.
Booking reads your real Outlook availability. Campaign and sequence mail sends from your own authenticated domain, so marketing volume and client correspondence share a reputation you control.
Conversation history, documents, and pipeline stage line up instead of living in three tools. The AI workflows described on our stack page read from that single record — which is the only reason they produce anything useful.
The layer is only worth running when there is a process for it to carry. Here is the honest split.
If more than one person touches a lead. If follow-up depends on someone remembering. If you run listing or buyer marketing on any recurring basis. If you are hiring an assistant or a second agent and need the process to exist outside your own head. If leads arrive from several sources and you cannot say which source produced last quarter's closings.
Solo operators on Foundation frequently do not need it. If you are one person, working a database you genuinely know, with a follow-up habit that is already holding, a CRM adds maintenance before it adds leverage. Get the foundation clean first: professional email, identity, documents, and the AI workflows that remove admin drag. Add the layer when the process has to outgrow you.
We would rather put you on the right plan than the bigger one. If the honest answer at your consult is "not yet," that is the answer you will get.
Foundation at $750/mo covers up to 3 users and gives you the Microsoft 365 base plus core AI infrastructure — no CRM layer. Professional at $1,750/mo covers up to 8 users and includes Genesis CRM along with the AI workflows built around it. Enterprise at $4,500/mo covers up to 15 users, then $200 per additional user per month, and adds custom AI agents and priority support. Full detail is on the pricing section.
Because it is a layer rather than a purchase, there is nothing to license yourself, nothing to renew, and nobody to call when a sequence stops firing except us. Buildout, pipeline design, campaign setup, migration, and ongoing changes are covered by the same monthly price — the provisioning process is the same one every client goes through.
Two things worth doing before the campaigns turn on: get your sending domain authenticated properly, which we cover on email deliverability for real estate, and get your consent and opt-out handling right, covered on real estate texting compliance. Automation multiplies whatever it is pointed at. Point it at a clean setup.
The consult is a working session on how your pipeline actually runs today — where leads land, who owns the next touch, and what happens when nobody remembers. If the foundation needs fixing first, we say so and start there. The CRM layer gets switched on when there is a process for it to carry, not because it happens to be on the plan.
No. Genesis CRM is a layer inside the managed service, not a separate purchase with its own invoice. It is included from the Professional plan up, and it is configured, connected, and maintained by us as part of the same monthly price. There is no add-on line item and no separate contract to sign.
No. Microsoft 365 stays the system of record for identity, mailboxes, calendars, and documents. Genesis CRM sits on top of it and handles pipeline, campaigns, booking, and sequences. You still work out of Outlook and Teams; the CRM captures the structure around that work rather than asking you to abandon it.
Often not yet. If you are one person with a database you can still hold in your head and a follow-up habit that is working, the Foundation plan gives you the professional base without the overhead of a pipeline you would have to feed. Genesis CRM earns its place when the process has to survive being handed to somebody else — a second agent, an assistant, or an automation.
We export them, clean them, and map them into the new pipeline structure during provisioning. Duplicate records get merged, dead records get flagged rather than silently imported, and stage definitions get rewritten to match how you actually work. Migrating a messy database without cleaning it just moves the mess.
Send your details and we'll set up a consult — a working session on your current setup and what a managed AI foundation would change. No pressure, no generic sales funnel.
