Built-In Lead CRM
Every Lead, Captured. Never Chased Down.
Every contact form, listing inquiry, and pre-construction request on your website lands in one CRM automatically — prioritized, tagged, and ready to follow up. No separate tool, no manual entry, nothing to lose.
Auto-Captured From Every Website Form
Hot / Warm / Cold Priority Out of the Box
Email, Call & Text From One Card
No Separate CRM Subscription
This Week
New leads
12
Hot leads
4
Qualified
6
app.orchestate.ca/leads
Daniel Ramos
Daniel.romos92@gmail.com
Hot
Qualified
$0
Extra cost — the CRM is part of your $39/mo plan
Instant
Every form submission lands in your dashboard
3
Priority tiers — cold, warm, hot — set at a glance
3
Contact channels from one card — email, call, text
Where leads actually come from
Every form on your site writes to the same CRM.
A buyer fills out your contact page. Another inquires on a live listing. Both land in your dashboard in real time — with an instant email to you and an automatic reply to them.
Agent Website · Contact Page
Book Your Consultation
Takes less than 2 minutes · Completely confidential
First Name
First name
Last Name
Last name
Email Address
your.email@example.com
Phone Number
123-456-7890
Get My Free Consultation
100% Secure
Quick Response
No Spam
Every submission — from your contact page or any listing inquiry — writes straight into your CRM the moment it's sent.
Watch it happen, live
A real inquiry — typed, sent, and landing in the CRM in real time.
LIVE
Interested in this property?
35 Normandale Crescent, Toronto · $4,280,000
First Name
*
First name
Last Name
Last name
Email Address
*
your.email@example.com
Phone Number
(optional)
123-456-7890
How can we help?
Schedule a Viewing
Send Inquiry
Secure
Fast Response
Your CRM
+1 new
MC
Marcus Chen
Agent Website
Your actual lead dashboard
Every lead, every detail, in one place.
A real snapshot of the CRM view inside your Orchestate dashboard — the same table and lead card you'd see after a real buyer fills out a form on your site.
app.orchestate.ca/leads
Leads
7 total · captured automatically from your website
Search leads…
New Lead
7
Total Leads
3
New This Week
3
Hot Leads
12m
Avg. Response
Lead
Status
Priority
Source
Activity
Contact
Daniel Ramos
Daniel.romos92@gmail.com
Qualified
Hot
Property Inquiry
35 Normandale Crescent, Toronto — $4.28M
2h ago
Marcus Chen
marcus.chen@outlook.com
Contacted
Warm
Agent Website
Yesterday
Sarah Thompson
sarah.thompson88@gmail.com
Qualified
Hot
Property Inquiry
1019 Donnelly Street, Milton
5h ago
David Okafor
d.okafor@icloud.com
New
Warm
Pre-Construction Inquiry
The Kingsway Condos, Etobicoke
38m ago
Ahmed Hassan
ahmed.hassan@gmail.com
Contacted
Hot
Property Inquiry
85 Skymark Drive, Toronto
1d ago
Jessica Moore
jess.moore21@yahoo.com
New
Cold
Agent Website
3d ago
Daniel Ramos
Daniel.romos92@gmail.com
Qualified
Hot
Luxury Buyer
Pre-Approved
Phone
(647) 383-9696
Source
Property Inquiry
Interested in
35 Normandale Crescent, Toronto — $4.28M
Follow-up
Tomorrow, 10:00 AM
Asked about a private showing this weekend. Pre-approved with RBC up to $4.5M.
Call
Text
Email marketing, built in
Listing emails and campaigns, sent from the same dashboard.
Branded listing emails your leads actually open, and reusable campaign templates for newsletters and market updates — no Mailchimp account or separate email tool required.
Listing Email Styles
FOR SALE
42 Elm Street, Milton
$1,199,000
4
3
2,150 sqft
VIEW FULL LISTING
Elegant
Default
Clean & professional with a traditional layout.
FOR SALE
42 Elm Street, Milton
$1,199,000
4
3
2,150 sqft
VIEW FULL LISTING
Modern
Bold & contemporary with gradient accents.
FOR SALE
42 Elm Street, Milton
$1,199,000
4
3
2,150 sqft
VIEW FULL LISTING
Snapshot
Scan-first design for busy inboxes.
Campaign Templates
Classic Template
Professional layout with your branding.
Newsletter Template
Hero-image layout built for market updates.
Plain Message
No template — just your message.
app.orchestate.ca/campaigns
Email Campaigns
Sent from your own address, closed with your branding
Search campaigns…
New Campaign
Total Sent
3
campaigns this month
Delivered
97.6%
avg. delivery rate
Total Opens
437
34.7% avg. open rate
Total Clicks
71
5.6% avg. click rate
Spring Listings Newsletter
This Week's New Listings in Oakville & Burlington
Sent
842
Delivered
361
Opens
58
Clicks
3
Failed
42.9% open
6.9% click
Sep 8, 9:00 AM · 850 recipients
New Listing: 42 Elm Street
Just Listed — 4 Bed Family Home in Milton
Sending
140
Delivered
22
Opens
4
Clicks
0
Failed
15.7% open
2.9% click
Sending now · 214 recipients
Just Sold — Client Follow-Up
Another One Sold! See the Final Price
Partial
119
Delivered
54
Opens
9
Clicks
6
Failed
45.4% open
7.6% click
Sep 3, 2:15 PM · 128 recipients
Everything a lead pipeline needs
Not a spreadsheet with a coat of paint. A CRM built for how real estate leads actually happen.
01
Auto-Captured From Every Form
Your contact page, listing inquiries, and pre-construction requests all write straight into the CRM — no exports, no manual entry, no missed submissions.
02
Cold, Warm & Hot Priority
Every lead gets a visual priority so you always know who to call first — no scoring model to configure, just a simple read at a glance.
03
Custom Tags & Segments
Tag leads as First-Time Buyer, Investor, Past Client — whatever fits your book of business — and filter your whole pipeline by tag instantly.
04
Email, Call & Text — One Click
Reach out by whatever channel a lead prefers, straight from their card. No separate inbox, dialer, or texting app to switch to.
05
Table or Card View
Scan your whole pipeline in a sortable table, or switch to a card layout built for a quick mobile triage between showings.
06
Every Property They Touched
See every listing a lead saved or inquired on, right on their profile — the context you need before you ever pick up the phone.
Not another CRM you have to wire up
Generic CRMs make you build the pipe. This one's already plumbed in.
Generic CRM (HubSpot, Follow Up Boss)
Leads auto-captured from your website — no manual import
One flat subscription — no per-seat CRM add-on
Every listing a lead viewed or inquired on, on their profile
No Zapier, no CSV export, no "connect your CRM" setup step
Built-in email, call & text from the same lead card
Instant agent notification + automatic thank-you email
Cold / warm / hot priority tracking
Custom tags and pipeline status
Orchestate
Leads auto-captured from your website — no manual import
One flat subscription — no per-seat CRM add-on
Every listing a lead viewed or inquired on, on their profile
No Zapier, no CSV export, no "connect your CRM" setup step
Built-in email, call & text from the same lead card
Instant agent notification + automatic thank-you email
Cold / warm / hot priority tracking
Custom tags and pipeline status
How it works
From form submission to follow-up
01
A lead fills out a form
Your contact page, a listing inquiry, or a pre-construction request — any form on your site captures name, email, phone, and what they're interested in.
02
It lands in your CRM instantly
The lead appears in your dashboard immediately, tagged by source and starting cold. You get an email notification; they get an automatic thank-you reply.
03
You prioritize and follow up
Mark them warm or hot, tag them, set a follow-up date, and reach out by email, call, or text — all from the same card.
Common questions about the CRM and email marketing
Is the CRM a separate product I have to pay for?
No. The CRM is built into your Orchestate website and social media tools — every lead your website, listing pages, and mortgage calculator capture lands in the same dashboard automatically. There's no separate CRM subscription, no Zapier connection, and nothing to configure.
Where do leads actually come from?
Every contact form on your agent website — the general contact page, a listing detail page's inquiry form, and pre-construction inquiry forms — writes directly into your CRM the moment it's submitted. You also get an instant email notification, and the lead gets an automatic thank-you email back.
How is a lead prioritized as hot, warm, or cold?
Every lead starts cold and moves to new the moment they submit a form. From there you (or your team) set priority — cold, warm, or hot — based on how engaged they are: which listings they inquired on, how many properties they saved, and how recently they were active. It's a simple, visual triage system, not a black-box score.
Can I tag and segment my leads?
Yes — create custom tags like "First-Time Buyer," "Investor," or "Pre-Construction" and apply them to any lead. Filter and search your entire pipeline by tag, status, priority, or source in one click.
Can I contact leads directly from the CRM?
Yes — email, call, or text a lead straight from their card or table row, with every channel respecting their preferred contact method. There's no separate inbox or phone app to switch to.
Can I send a listing to my leads by email?
Yes — pick any active listing, choose an email style (Elegant, Modern, or Snapshot), and send it to one lead or your whole list. The email pulls live price, beds, baths, square footage, and photos straight from the MLS listing, so there's nothing to lay out or format by hand.
What email campaign templates are available?
Every account gets a Classic Template (professional layout with your branding), a Newsletter Template (hero-image layout built for market updates), and a Plain Message option for a no-frills note. Campaigns are sent from your own reply-to address and close with your branding — not Orchestate's — with open and click tracking on every send.
Do I need a team plan to assign leads to other agents?
No — lead assignment is included. Route a lead to yourself or a teammate, and every lead keeps a lead owner so nothing falls through the cracks on a team account.
The all-in-one marketing platform built for real estate professionals across the Greater Toronto Area — Toronto, Mississauga, Brampton, Burlington, and Milton.
© 2026 Orchestate. All rights reserved.
Made with ❤️ for real estate professionals