Built for the whole deal, not just the pipeline
Generic CRMs manage contacts and stages. CertiCRM runs the transaction to the closing table, finds your next seller before they list, and keeps your sphere warm — in one system.
Own the 45 days after “accepted”
A typical residential transaction has ~40 hard deadlines and a fixed cast of six-plus people — buyer, seller, both agents, lender, title, inspector. Most CRMs treat “closed” as the finish line. CertiCRM treats it as the halfway point.
- Key-date checklists generated automatically from the contract type and acceptance date — deadlines exist the moment a deal goes under contract
- A compliance gate — a deal can't be marked “closed” until every required document is uploaded, signed, and approved
- The whole cast in one place — every party on both sides of the deal, so a handoff never falls through a text thread
- Commission splits tracked alongside the deal, not in a separate spreadsheet
The 7 D’s — know they’re moving before they do
Public-record life events reliably precede a move. The 7 D’s turn each one into a live pipeline segment with its own follow-up cadence — weeks before a “For Sale” sign goes up.
Your database, finally worth trusting
65% of sellers find their agent through referral or repeat business (NAR). Most agents don’t have a lead problem — they have a follow-up problem. CertiCRM closes that gap automatically.
- Every call, text, and email auto-logged to the contact's timeline — no manual data entry
- A relationship-strength score per contact, so you know who's going cold before they actually do
- Keep-in-touch cadences matched to relationship temperature and contact type
- Saved segments and audiences that power your pipeline view, your campaigns, and your automations from one definition
One login instead of six subscriptions
CRM, marketing, transaction management, and AI content — replacing a fragmented, $2,000–$7,000/month stack with a single tool your whole team actually uses.
See tiers & the full comparison- Email + SMS campaigns (Resend + Twilio, 2-way, A2P-registered) with CAN-SPAM and per-channel opt-out built in
- AI content studio for listing copy, social captions, and creative assets
- GCI dashboards and goal tracking for individual agents and whole teams
- White-label branding for brokerages — your logo and colors across every agent's CRM