XEO CRM is an AI-powered customer relationship management system built specifically for real estate professionals. It combines advanced AI technology with traditional CRM features to help you manage leads, automate tasks, and grow your business more efficiently.

Getting started is easy! Sign up for a 14-day free trial, no credit card required. Our onboarding wizard will guide you through setting up your account, importing contacts, and customizing your preferences. You'll have access to all Professional plan features during your trial.

XEO CRM stands out with its AI-powered features like automated voice calling, smart lead scoring, and predictive analytics. We're built specifically for real estate, focusing on the unique needs of agents and brokers. Our AI technology helps automate repetitive tasks and identifies the most promising leads.

At the end of your 14-day trial, you can choose the plan that best fits your needs: Starter ($49/mo), Professional ($99/mo), or Enterprise ($199/mo). Your data and settings will be preserved, and you can continue using the features included in your chosen plan.

Yes! You can upgrade or downgrade your plan at any time. Upgrades take effect immediately, giving you instant access to additional features. Downgrades take effect at the start of your next billing cycle. There are no long-term contracts or commitments.

AI voice calling minutes vary by plan: Starter includes 100 minutes/month, Professional includes 500 minutes/month, and Enterprise includes unlimited minutes. These minutes can be used for automated cold calling, follow-ups, and appointment scheduling. Unused minutes don't roll over to the next month.

Yes, all plans include access to our mobile app, which is available for both iOS and Android devices. The app allows you to manage leads, make calls, update tasks, and access your CRM on the go. Feature availability within the app depends on your plan level.

The Starter plan is for single users only. The Professional plan supports up to 3 team members, making it perfect for small teams. The Enterprise plan includes unlimited team members and is ideal for large teams and brokerages.

All plans include essential CRM features like contact management, lead tracking, task automation, and document storage. Higher-tier plans add advanced features like custom workflows, team collaboration, multi-website management, and advanced analytics. Check our pricing page for a detailed feature comparison.

XEO CRM integrates with popular real estate tools and services including MLS systems, Zillow, Realtor.com, Google Workspace, Microsoft 365, Mailchimp, and many more. We also offer a REST API for custom integrations on Professional and Enterprise plans.

Absolutely! XEO CRM is highly customizable. You can create custom fields, design your own lead nurturing workflows, set up automated sequences, and tailor the system to match your specific business processes. Enterprise plans include additional customization options.

All plans include email support. Professional plans add priority support with faster response times, while Enterprise plans include dedicated account managers and 24/7 phone support. We also offer comprehensive documentation, video tutorials, and a knowledge base.

Yes, all plans include access to our basic training resources, including video tutorials and documentation. Professional plans add group training sessions, and Enterprise plans include personalized onboarding and custom training for your team.

Most users can set up their account and import their contacts within a few hours. Our guided onboarding process helps you get started quickly. For Enterprise customers, we offer white-glove setup services to ensure a smooth transition from your existing systems.

We take security seriously. XEO CRM uses bank-level encryption for all data, both in transit and at rest. We maintain SOC 2 compliance, regular security audits, and follow industry best practices for data protection. Your data is backed up daily and stored in redundant, secure data centers.

You always maintain ownership of your data. We never sell or share your information with third parties. Our privacy policy ensures that your data is only used to provide and improve our services to you.

You can export your data at any time. If you cancel your subscription, you'll have 30 days to export your data before it's permanently deleted from our systems. Enterprise users get extended data retention options.