Microsoft 365 Foundation
Business email on your domain, identity, calendars, documents, and Teams — the professional base every client engagement starts from, provisioned and configured for you.
Done-for-you and fully managed. We provision your Microsoft 365 foundation, build your AI workflows, and run the whole stack — so you can focus on deals, not IT.
Genesis AI provisions, integrates, and manages your entire technology foundation — as one accountable partner, for one monthly price.
A managed foundation built for how real estate actually operates — provisioned for you, integrated for you, and run for you.
Business email on your domain, identity, calendars, documents, and Teams — the professional base every client engagement starts from, provisioned and configured for you.
AI infrastructure set up around your actual workload — drafting, follow-up, document handling, and repetitive admin work automated inside your own secure environment.
Add Genesis CRM as your CRM and marketing automation layer — pipelines, campaigns, booking, and follow-up sequences, integrated with your foundation.
Your tools connected into one coherent system — email, CRM, calendars, documents, and AI working together instead of in silos.
This is a managed service, not a one-time setup. We monitor, maintain, and improve your stack month over month as your business changes.
Start as a solo operator, grow into a team, expand into a brokerage — the same foundation scales with users, agents, and custom AI as you grow.
Every Genesis AI client runs on a professionally provisioned Microsoft 365 environment — identity, email, documents, and Teams, managed end to end.
If your business runs on relationships, listings, and transactions — this is your infrastructure.
Look and operate like an enterprise: professional email on your domain, organized documents, and AI handling the admin work between showings.
Microsoft 365 for real estate agents →Shared calendars, standardized follow-up, CRM pipelines, and automation that keeps every agent on your team operating the same disciplined way.
Technology for real estate teams →Multi-user identity and security, agent onboarding, custom AI agents, and one accountable partner running infrastructure across the whole operation.
Brokerage technology & onboarding →Deal flow, vendor communication, and document management structured in one secure environment — with AI workflows built around how you acquire.
Deal flow operations for investors →Each page goes deeper on one part of the stack, or on one kind of operation.
Business email on your domain, identity, documents, and Teams — provisioned and managed.
What AI genuinely helps with in a real estate day, what it doesn't, and what it has to run on.
Standardized follow-up, shared calendars, and pipeline discipline across every agent.
Identity, access control, and repeatable agent onboarding and offboarding at scale.
Deal flow, vendor coordination, and document management built as one operating layer.
The optional CRM and marketing automation layer — pipelines, campaigns, booking, follow-up.
Why real estate email lands in spam, and the complete fix — SPF, DKIM, DMARC in plain English.
Why texts to leads get filtered, what A2P 10DLC involves, and how consent actually works.
One monthly price. Provisioning, infrastructure, and ongoing management included. No surprise project invoices.
For a solo agent or small operator who needs a professional foundation, done right.
For a growing team ready to run marketing, follow-up, and operations on one system.
For brokerages and larger operations that need the full stack across many users.
Not sure which plan fits? Book a consult — we'll map your current setup and recommend honestly, even if that means starting smaller.
We map your current tools, workflows, and gaps — email, CRM, documents, AI usage — and scope the right plan for how you actually work.
We provision your Microsoft 365 tenant, migrate what needs migrating, stand up your AI infrastructure, and add Genesis CRM if it's in scope.
We run the stack ongoing — monitoring, support, and continuous improvement of your automations as your business grows.
We don't run hard-sell funnels. The consult is a working session: we map your current setup, show you exactly what a managed AI foundation would look like for your business, and you decide from there.
It's the professional foundation your business runs on: Microsoft 365 (email, identity, documents, Teams), with AI workflows and automation built on top of it — all set up and managed for you as one system.
No. During the consult we assess what you have. If your existing setup is solid, we build on it; if it's fragmented or on consumer accounts, we migrate you cleanly onto a properly provisioned tenant.
Genesis CRM is our CRM and marketing automation layer — pipelines, campaigns, booking, and follow-up in one place. It's an optional layer on the Professional and Enterprise plans; solo operators on Foundation often don't need it yet.
Core provisioning typically completes within days. Migrations, CRM buildout, and custom AI workflows are scoped during the consult so you know the timeline before anything starts.
Ongoing. The monthly price covers provisioning and setup plus continuous management — monitoring, support, and improving your automations as your business changes. You're not left holding a system nobody maintains.
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.