Connected stack
Northwind Realty
01
Collect leads, route them, and keep every handoff in one place.
02
Northwind Realty
03
Cedar Ridge
04
Orion Homes
CANADIAN AGENT CRM
Match Clients With Agents
Collect intake, match clients to agents, and keep messages and bookings in one place. Built for Canadian brokerages, agencies, and independent agents.
Northwind Realty
Cedar Ridge
Orion Homes
Maple Shift
Vertex Point
Harbour Lane
PRODUCT HIGHLIGHTS
Tools That Match Faster
Collect every new lead with one form and send it to the right team.
Client Intake Forms
Collect every new lead with one form and send it to the right team.
Agent Profile Cards
Show service areas, languages, and specialties in clean profiles.
Lead Matching Rules
Route leads by region, type, and office in seconds.
01
Referral Tracking
See every referral handoff, source, and status in one trail.
02
Secure Team Messages
Keep client chats tied to the right lead and agent record.
03
Booking and CRM Views
Let clients book time and give your team a clear daily queue.
FOR TEAMS AND AGENTS
Built For Every Team
Track leads, split work across agents, and keep referrals in order.
01
Client Intake Forms
Collect every new lead with one form and send it to the right team.
02
Agent Profile Cards
Show service areas, languages, and specialties in clean profiles.
03
Lead Matching Rules
Route leads by region, type, and office in seconds.
04
Referral Tracking
See every referral handoff, source, and status in one trail.
Use case 01
For Brokerages
Track leads, split work across agents, and keep referrals in order.
Use case 02
For Independent Agents
Capture new clients, reply fast, and book calls from one inbox.
Use case 03
For Agencies
Manage intake, routing, and team follow-up across many offices.
8 min
setup time
8 min
setup time
4x
faster routing
24/7
lead intake
1 inbox
team view
SIMPLE PRICING
Plans That Fit Teams
One intake form Basic agent profiles Manual lead tags Email alerts Five bookings a month
per seat / mo
Free
$0
One intake form
Basic agent profiles
Manual lead tags
Email alerts
Most popularPopular
Pro
$49
Ten intake forms
Auto lead matching
Secure team inbox
Referral tracking log
custom quote
Enterprise
Custom
Unlimited offices
Custom intake fields
Branch routing rules
Role-based admin tools
Proof
What Customers Say
Verified
“We cut lead handoff time from hours to minutes and stopped losing clients.”
Maya Chen
Director of Ops @ Northwind Realty
Verified
“Our agents see the same notes, chats, and bookings, so follow-up stays clear.”
Evan Clarke
Brokerage Manager @ Cedar Ridge Homes
Verified
“The intake form gives us clean data, and routing is far faster now.”
Tessa Brown
Owner @ Harbour Lane Realty
Integrations
Slack
Collect leads, route them, and keep every handoff in one place.
Slack
Slack
Collect leads, route them, and keep every handoff in one place.
Jira
Jira
Collect leads, route them, and keep every handoff in one place.
Notion
Notion
Collect leads, route them, and keep every handoff in one place.
Stripe
Stripe
Collect leads, route them, and keep every handoff in one place.
The Map
The Map
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What does Agent Connect do?+
It takes a client form, matches the lead to the right agent, and keeps messages, bookings, and referrals in one place.
02Is it built for Canada?+
Yes. It fits Canadian brokerages and agents, with tools for local teams, provinces, and referral tracking.
03Can solo agents use it?+
Yes. Solo agents can collect leads, manage contacts, send replies, and book calls without extra admin work.
04Do clients need an account?+
No. Clients fill a simple intake form and book a time. The agent gets the lead right away by email and in the dashboard.
05Can my team share data?+
Yes. Teams can share dashboards, notes, and message threads with role-based access for each office across Canada.
06How do pricing tiers differ?+
Free covers intake and basic routing. Pro adds matching, messaging, booking, and referral tracking. Enterprise adds admin control.
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