You’re Not Losing Deals. You’re Losing Track.

Centiva CRM gives solo real estate agents a structured system to manage leads, automate follow-ups, and stay on top of every opportunity without burning out.

Book a strategy call

Book a strategy call

See prices

See prices

A work team around the desk

THE REALITY

The Hidden Cost of Working Without a System

Most solo real estate agents operate from inboxes, text messages, memory, spreadsheets, and sticky notes. It works… until it doesn’t: a delayed follow-up, a forgotten callback, or a seller who never hears back at the right time.

This happens not because you’re careless, but because you’re overloaded. Without a structured CRM, growth becomes fragile.

2 missed calls

2 missed calls

4 days ago

4 days ago

Follow up

Follow up

THE why

Consistency Wins Listings. Not Talent Alone.

Why a CRM matters

Top-performing real estate agents don’t just sell better.
They follow up better. A real estate CRM ensures:

Every lead is captured

Every conversation is tracked

Every follow-up has a next step

Every opportunity stays visible

Where most CRM fails

A CRM that isn’t used daily is useless.
Why do many solo real estate agents abandon their CRM?

Too complex

Too many features

Too generic

Built for enterprise teams, not real estate reality

The Centiva CRM Difference

Built specifically for real estate workflows, Centiva CRM is designed around how solo real estate agents actually operate.

Clear pipeline visibility

Smart follow-up system

Automated yet personal

Operational backbone

  • 📝  Defining criteria

    10 leads

    🔍 Search in progress

    2 leads

    📨 Purchase offer submitted

    0 lead

    📝  Defining criteria

    10 leads

    🔍 Search in progress

    2 leads

    📨 Purchase offer submitted

    0 lead

    See every lead, client, and opportunity in one structured view.

    No guessing.
    No digging through emails.

  • 17

    Mon

    Tue

    Wed

    Thu

    Fri

    Sat

    Sun

    June 2026

    17

    Mon

    Tue

    Wed

    Thu

    Fri

    Sat

    Sun

    June 2026

    You always know your next action.

    Automated reminders. Structured follow-up stages. Built-in accountability.

  • Stay consistent without sounding robotic.

    Automate routine communication while keeping control over tone and timing.

  • It supports you while you close.

    From buyer journeys to listing workflows, the CRM becomes the operational center of your business.

What Changes When You Implement Structure

You stop reacting. You start operating strategically.

Before CRM

Follow-ups depend on memory

Leads get cold

Pipeline feels unpredictable

Growth feels chaotic

After Centiva CRM

Every lead has a status

Every client has a next step

Pipeline is visible

Growth becomes measurable

Before CRM

Follow-ups depend on memory

Leads get cold

Pipeline feels unpredictable

Growth feels chaotic

After Centiva CRM

Every lead has a status

Every client has a next step

Pipeline is visible

Growth becomes measurable

Before CRM

Follow-ups depend on memory

Leads get cold

Pipeline feels unpredictable

Growth feels chaotic

After Centiva CRM

Every lead has a status

Every client has a next step

Pipeline is visible

Growth becomes measurable

WHAT A SOLO AGENT CRM SHOULD DO

Built for Solo Real Estate Agents Who Want to Scale

This isn’t for real estate agents who want 'another tool.'
It’s for agents who:

Are tired of mental overload

Are tired of mental overload

Are tired of mental overload

Want predictable follow-up

Want predictable follow-up

Want predictable follow-up

Plan to grow beyond survival mode

Plan to grow beyond survival mode

Plan to grow beyond survival mode

Understand that structure comes before scale

Understand that structure comes before scale

Understand that structure comes before scale

Man with a laptop walking to a store

Future ready

Technology Should Reduce Stress, Not Add to It.

Centiva CRM supports modern automation and AI-ready workflows designed to evolve with the real estate industry. Simple today. Scalable tomorrow.

Book a strategy call

Man with a laptop walking to a store

Future ready

Technology Should Reduce Stress, Not Add to It.

Centiva CRM supports modern automation and AI-ready workflows designed to evolve with the real estate industry. Simple today. Scalable tomorrow.

Book a strategy call

Man with a laptop walking to a store

Future ready

Technology Should Reduce Stress, Not Add to It.

Centiva CRM supports modern automation and AI-ready workflows designed to evolve with the real estate industry. Simple today. Scalable tomorrow.

Book a strategy call

Real Estate Professionals
Trust Centiva

For over 12 years, Centiva has equipped real estate agents, teams, and brokerages with systems built for the realities of their business. See how we help professionals like you win more listings, build your authority, and grow your team.

Judy Pomminville

Real estate broker

" We now have clear, efficient processes built around client retention and re-engaging past clients. With smart lists, powerful automations, and a real structure in place, we can be far more strategic about how we grow.”

Simple. Transparent. Scalable.

Launch Your CRM the Right Way

The difference between a CRM that works and one that is abandoned lies in how it’s implemented.

Starter

For real estate agents who want a solid setup and can execute independently. You’ll be operational. You’ll drive optimization yourself.

Basic configuration

Lead response review

4 hours of training

1 strategy hour

Growth

Most popular

For real estate agents who want structure, clarity, and optimized workflows from day one. You launch with systems already aligned to your business.

Dedicated strategist

Strategic planning session

2 structured implementation phases

Personalization of 3 to 5 automation workflows

5 hours of training

5 consultation hours

Market Leader

For high-volume real estate agents ready to fully structure and scale. Built for serious operators who want long-term infrastructure.

Senior strategist

Custom automation build

Advanced operational structuring

12 months consultative support

7 hours of training

18 consultation hours

Starter

For real estate agents who want a solid setup and can execute independently. You’ll be operational. You’ll drive optimization yourself.

Basic configuration

Lead response review

4 hours of training

1 strategy hour

Growth

Most popular

For real estate agents who want structure, clarity, and optimized workflows from day one. You launch with systems already aligned to your business.

Dedicated strategist

Strategic planning session

2 structured implementation phases

Personalization of 3 to 5 automation workflows

5 hours of training

5 consultation hours

Market Leader

For high-volume real estate agents ready to fully structure and scale. Built for serious operators who want long-term infrastructure.

Senior strategist

Custom automation build

Advanced operational structuring

12 months consultative support

7 hours of training

18 consultation hours

Starter

For real estate agents who want a solid setup and can execute independently. You’ll be operational. You’ll drive optimization yourself.

Basic configuration

Lead response review

4 hours of training

1 strategy hour

Growth

Most popular

For real estate agents who want structure, clarity, and optimized workflows from day one. You launch with systems already aligned to your business.

Dedicated strategist

Strategic planning session

2 structured implementation phases

Personalization of 3 to 5 automation workflows

5 hours of training

5 consultation hours

Market Leader

For high-volume real estate agents ready to fully structure and scale. Built for serious operators who want long-term infrastructure.

Senior strategist

Custom automation build

Advanced operational structuring

12 months consultative support

7 hours of training

18 consultation hours

Starter

Book a strategy call

Growth

Book a strategy call

Market Leader

Book a strategy call

Onboarding & Implementation

The CRM only works if it’s implemented properly. Most real estate agents don’t fail because of the software; they fail because of poor setup. Choose how structured you want your business to be.

Set up fee

$595

$1295

$3495

CRM Setup & Configuration

Strategic Planning Session

Dedicated CRM Strategist

Senior strategist assigned to your project

Training Hours

3 hours

5 hours

8 hours

Consulting & Automation Setup

1 hour

5 hours

15 hours

Personalized automation and workflow

1

3-5

Advance

Monthly strategy optimisation

Option

1 hour

Core Platform

Everything you need to manage leads, contacts, and opportunities.

Access

$165/month

$190/month

$295/month

Additionnal user

$25/month

$25/month

$25/month

CRM core system

Buyer & Seller Pipeline Management

Website lead capture

Limited Centiva site

Up to 2

Unlimited

SMS & Email Templates

Online Reputation Management

Appointment Dashboard

Workflow Automations

Mass email and SMS

Email only

Email Marketing Campaigns

Social Media Scheduler

Custom Lead Forms

AI Tools

Pay per use

Trigger Links

Landing Page Builder

Zappier and API access

IP Phone and SMS

25 credits included

45 credits included

Custom email domain

Option

Starter

Onboarding & Implementation

The CRM only works if it’s implemented properly. Most real estate agents don’t fail because of the software; they fail because of poor setup. Choose how structured you want your business to be.

Set up fee

$595

CRM Setup & Configuration

Strategic Planning Session

Dedicated CRM Strategist

Senior strategist assigned to your project

Training Hours

3 hours

Consulting & Automation Setup

1 hour

Personalized automation and workflow

1

Monthly strategy optimisation

Core Platform

Everything you need to manage leads, contacts, and opportunities.

Access

$165/month

Additionnal user

$25/month

CRM core system

Buyer & Seller Pipeline Management

Website lead capture

Limited Centiva site

SMS & Email Templates

Online Reputation Management

Appointment Dashboard

Workflow Automations

Mass email and SMS

Email only

Email Marketing Campaigns

Social Media Scheduler

Custom Lead Forms

AI Tools

Pay per use

Trigger Links

Landing Page Builder

Zappier and API access

IP Phone and SMS

Custom email domain

Starter

Growth

Market leader

Onboarding & Implementation

The CRM only works if it’s implemented properly. Most real estate agents don’t fail because of the software; they fail because of poor setup. Choose how structured you want your business to be.

Set up fee

$595

$1295

$3495

CRM Setup & Configuration

Strategic Planning Session

Dedicated CRM Strategist

Senior strategist assigned to your project

Training Hours

3 hours

5 hours

8 hours

Consulting & Automation Setup

1 hour

5 hours

15 hours

Personalized automation and workflow

1

3-5

Advance

Monthly strategy optimisation

Option

1 hour

Core Platform

Everything you need to manage leads, contacts, and opportunities.

Access

$165/month

$190/month

$295/month

Additionnal user

$25/month

$25/month

$25/month

CRM core system

Buyer & Seller Pipeline Management

Website lead capture

Limited Centiva site

Up to 2

Unlimited

SMS & Email Templates

Online Reputation Management

Appointment Dashboard

Workflow Automations

Mass email and SMS

Email only

Email Marketing Campaigns

Social Media Scheduler

Custom Lead Forms

AI Tools

Pay per use

Trigger Links

Landing Page Builder

Zappier and API access

IP Phone and SMS

25 credits included

45 credits included

Custom email domain

Option

If You’re Building a Real Business, You Need Real Structure

Book a strategy call and see how Centiva CRM turns daily chaos into operational clarity.

Book a strategy call

Frequently Asked Questions

Answers to common questions about getting started and using a Centiva CRM for teams.

Book a demo

Let’s talk about your current setup and see how a Centiva website can simplify your visibility.

Book a strategy call

Book a demo

Let’s talk about your current setup and see how a Centiva website can simplify your visibility.

Book a strategy call

Book a demo

Let’s talk about your current setup and see how a Centiva website can simplify your visibility.

Book a strategy call

What is a CRM for real estate agents?
icon

A CRM (Customer Relationship Management system) helps an agent organize leads, structure follow-ups, and manage their pipeline from one place. It's the central system that brings together your contacts, conversations, and every opportunity — so nothing falls through the cracks, no matter how busy you are.

Why does a solo real estate agent need a CRM?
icon

A solo agent handles everything: prospecting, follow-ups, transactions, marketing, admin. Without a central system, leads get lost and follow-ups slip. A CRM centralizes all these tasks and automates what can be automated — so you can focus on what actually drives revenue: winning listings and closing deals.

What's the difference between a CRM for solo agents and a CRM for teams?
icon

A CRM for solo agents is built around one agent's day-to-day: prospecting, follow-ups, pipeline. A team CRM adds layers of visibility and accountability across multiple agents. For a solo agent, the goal is different: maximize your personal productivity without dropping a single ball.

Can a CRM help a solo agent win more listings?
icon

Yes. Sellers tend to choose agents who respond quickly and stay organized from first contact to signing. A CRM ensures every lead is followed up at the right moment, with the right message — which translates into more listings won and fewer missed opportunities.

What features should a CRM for solo agents include?
icon

A CRM designed for a solo agent should include: lead tracking, pipeline management, automated follow-up reminders, centralized client records, and automated communications (emails and SMS). The goal: build a system that works for you, even when you're at a showing or in a meeting.

How does a CRM improve a solo agent's performance?
icon

By bringing consistency to every step of your process. Every lead gets the same structured follow-up, no matter how busy you are. You stop digging through emails, texts, and notes — everything lives in one place. The result: less time spent organizing, more time spent on what actually generates revenue.

How does a CRM help a solo agent stay structured?
icon

A CRM acts as your personal accountability system. Automated reminders, scheduled follow-ups, clear pipeline visibility — you stay in control even during your busiest periods. No forgotten leads, no neglected clients.

How does a CRM help a solo agent grow their business?
icon

By automating repetitive tasks — follow-ups, communications, segmentation — you can handle more leads without working more hours. The CRM scales your capacity without forcing you to hire. That's what separates a solo agent who plateaus from one who grows their business year after year.

What problems does a CRM solve for a solo agent?
icon

Without a CRM, a solo agent often deals with missed follow-ups, leads scattered across multiple sources (email, text, paper), forgotten clients, and too much time spent on admin instead of selling. A CRM centralizes everything, automates reminders, and frees up your time for what really matters.

Do I own my data?
icon

Your data belongs to you — always. You can export it at any time. In Quebec, Centiva CRM is offered exclusively to RE/MAX agents. If you leave RE/MAX, you lose access to the tool. But unlike most CRMs on the market, our platform is built to be transferable: you take your data and your custom automations with you. Only the modules and automations proprietary to Centiva — those that are part of the RE/MAX offering — don't transfer.

What is a CRM for real estate agents?
icon

A CRM (Customer Relationship Management system) helps an agent organize leads, structure follow-ups, and manage their pipeline from one place. It's the central system that brings together your contacts, conversations, and every opportunity — so nothing falls through the cracks, no matter how busy you are.

Why does a solo real estate agent need a CRM?
icon

A solo agent handles everything: prospecting, follow-ups, transactions, marketing, admin. Without a central system, leads get lost and follow-ups slip. A CRM centralizes all these tasks and automates what can be automated — so you can focus on what actually drives revenue: winning listings and closing deals.

What's the difference between a CRM for solo agents and a CRM for teams?
icon

A CRM for solo agents is built around one agent's day-to-day: prospecting, follow-ups, pipeline. A team CRM adds layers of visibility and accountability across multiple agents. For a solo agent, the goal is different: maximize your personal productivity without dropping a single ball.

Can a CRM help a solo agent win more listings?
icon

Yes. Sellers tend to choose agents who respond quickly and stay organized from first contact to signing. A CRM ensures every lead is followed up at the right moment, with the right message — which translates into more listings won and fewer missed opportunities.

What features should a CRM for solo agents include?
icon

A CRM designed for a solo agent should include: lead tracking, pipeline management, automated follow-up reminders, centralized client records, and automated communications (emails and SMS). The goal: build a system that works for you, even when you're at a showing or in a meeting.

How does a CRM improve a solo agent's performance?
icon

By bringing consistency to every step of your process. Every lead gets the same structured follow-up, no matter how busy you are. You stop digging through emails, texts, and notes — everything lives in one place. The result: less time spent organizing, more time spent on what actually generates revenue.

How does a CRM help a solo agent stay structured?
icon

A CRM acts as your personal accountability system. Automated reminders, scheduled follow-ups, clear pipeline visibility — you stay in control even during your busiest periods. No forgotten leads, no neglected clients.

How does a CRM help a solo agent grow their business?
icon

By automating repetitive tasks — follow-ups, communications, segmentation — you can handle more leads without working more hours. The CRM scales your capacity without forcing you to hire. That's what separates a solo agent who plateaus from one who grows their business year after year.

What problems does a CRM solve for a solo agent?
icon

Without a CRM, a solo agent often deals with missed follow-ups, leads scattered across multiple sources (email, text, paper), forgotten clients, and too much time spent on admin instead of selling. A CRM centralizes everything, automates reminders, and frees up your time for what really matters.

Do I own my data?
icon

Your data belongs to you — always. You can export it at any time. In Quebec, Centiva CRM is offered exclusively to RE/MAX agents. If you leave RE/MAX, you lose access to the tool. But unlike most CRMs on the market, our platform is built to be transferable: you take your data and your custom automations with you. Only the modules and automations proprietary to Centiva — those that are part of the RE/MAX offering — don't transfer.

What is a CRM for real estate agents?
icon

A CRM (Customer Relationship Management system) helps an agent organize leads, structure follow-ups, and manage their pipeline from one place. It's the central system that brings together your contacts, conversations, and every opportunity — so nothing falls through the cracks, no matter how busy you are.

Why does a solo real estate agent need a CRM?
icon

A solo agent handles everything: prospecting, follow-ups, transactions, marketing, admin. Without a central system, leads get lost and follow-ups slip. A CRM centralizes all these tasks and automates what can be automated — so you can focus on what actually drives revenue: winning listings and closing deals.

What's the difference between a CRM for solo agents and a CRM for teams?
icon

A CRM for solo agents is built around one agent's day-to-day: prospecting, follow-ups, pipeline. A team CRM adds layers of visibility and accountability across multiple agents. For a solo agent, the goal is different: maximize your personal productivity without dropping a single ball.

Can a CRM help a solo agent win more listings?
icon

Yes. Sellers tend to choose agents who respond quickly and stay organized from first contact to signing. A CRM ensures every lead is followed up at the right moment, with the right message — which translates into more listings won and fewer missed opportunities.

What features should a CRM for solo agents include?
icon

A CRM designed for a solo agent should include: lead tracking, pipeline management, automated follow-up reminders, centralized client records, and automated communications (emails and SMS). The goal: build a system that works for you, even when you're at a showing or in a meeting.

How does a CRM improve a solo agent's performance?
icon

By bringing consistency to every step of your process. Every lead gets the same structured follow-up, no matter how busy you are. You stop digging through emails, texts, and notes — everything lives in one place. The result: less time spent organizing, more time spent on what actually generates revenue.

How does a CRM help a solo agent stay structured?
icon

A CRM acts as your personal accountability system. Automated reminders, scheduled follow-ups, clear pipeline visibility — you stay in control even during your busiest periods. No forgotten leads, no neglected clients.

How does a CRM help a solo agent grow their business?
icon

By automating repetitive tasks — follow-ups, communications, segmentation — you can handle more leads without working more hours. The CRM scales your capacity without forcing you to hire. That's what separates a solo agent who plateaus from one who grows their business year after year.

What problems does a CRM solve for a solo agent?
icon

Without a CRM, a solo agent often deals with missed follow-ups, leads scattered across multiple sources (email, text, paper), forgotten clients, and too much time spent on admin instead of selling. A CRM centralizes everything, automates reminders, and frees up your time for what really matters.

Do I own my data?
icon

Your data belongs to you — always. You can export it at any time. In Quebec, Centiva CRM is offered exclusively to RE/MAX agents. If you leave RE/MAX, you lose access to the tool. But unlike most CRMs on the market, our platform is built to be transferable: you take your data and your custom automations with you. Only the modules and automations proprietary to Centiva — those that are part of the RE/MAX offering — don't transfer.