MarketMosaicPro gives you powerful CRM tools without long-term contracts or complicated pricing. View our simple, transparent pricing plans to see which option fits your business.

Meet the Platform’s Signature Features

🤵 AI Butler™ Studio & Content Creation

Your voice-enabled workflow command center.

Execute 80+ real business actions across clients, deals, campaigns, invoicing, listings, automations, and more using natural voice or text commands.

[Learn More → AI Butler™]

🍽 Content Buffet™

Curated marketing content, ready when you are.

Inside Campaigns, access a structured library of ready-to-use articles and imagery, assemble newsletters in minutes, or generate a full 12-month marketing series with guided AI support.

[Explore Content Buffet™]

All-in-One CRM, Marketing & Workflow Platform

MarketMosaicPro is an all-in-one CRM platform designed to help REALTORS®, small businesses, and service-based professionals manage leads, clients, marketing, and daily operations from one centralized dashboard.  Learn why the platform was built differently from traditional CRMs. Explore how these automation tools are included across all plans on our Pricing page.

Lead Capture & Universal Lead Inbox

Capture and manage leads from REALTOR.ca®, Zillow, Google Ads, Facebook, website forms, and manual imports. The Universal Lead Inbox automatically parses incoming leads, prevents duplicates, and ensures no opportunity is missed.  Ready to try it yourself? Start a 7-day free trial and explore all CRM features firsthand.

Organize contacts with custom fields, tags, notes, timelines, reminders, and relationship tracking tools designed to help you build stronger long-term client connections.

✔ Linked Contacts & Family Relationships

✔ Client Intelligence Timeline

✔ Client Photo Gallery

✔ Quick-Log Activities (Calls, Notes, Pop-Bys, Referrals)

✔ Merge & Fix Duplicate Contact Cleanup

✔ Custom Fields & Industry Templates

MarketMosaicPro™ helps you understand not just your contacts, but the relationships that drive your business.

Client & Relationship Management

Follow-Up & Activity Management

Consistent follow-up builds stronger businesses.

MarketMosaicPro™ helps you stay connected through intelligent reminders, structured follow-up systems, and activity planning tools that keep opportunities from slipping through the cracks.

✔ Today's Activities Dashboard

✔ Smart Follow-Up Queue

✔ Follow-Up Radar

✔ Weekly Activity Goals

✔ Reusable Follow-Up Cadences

✔ Stale Contact Alerts

Spend less time deciding who to contact next and more time building relationships.

Deal Pipeline & Task Automation

Track deals from prospect to close with visual pipelines, conditional stages, automated task creation, and reminders. Built-in workflows help streamline repetitive processes and keep deals moving forward.

Email Marketing & Campaign Management

Create professional email campaigns using guided wizards, drag-and-drop editors, branded templates, and AI-assisted content. Personalization tools and merge fields help improve engagement and conversion rates.

Relationship Intelligence & Client Insights

Great businesses are built on relationships, not just contact records.

MarketMosaicPro™ helps you organize and understand the people connected to your clients so you can deliver a more personalized experience.

✔ Linked Contacts & Family Relationships

✔ Client Intelligence Timeline

✔ Client Photo Gallery

✔ Quick-Log Activities

✔ Household & Referral Relationship Tracking

✔ Complete Client History

See the full picture behind every relationship, conversation, and opportunity from one organized client profile.

Social Media Planning & Marketing Calendar

Plan, schedule, and manage social media posts across platforms using a unified marketing calendar. Store branding assets, reuse templates, and maintain consistent messaging across email and social channels.

Business Operations & Financial Tracking

Manage professional invoicing, expense tracking, and mileage logging in one place. Generate reports, export data for accounting, and stay organized for tax season with built-in business tools.

Put artificial intelligence to work throughout your business.

MarketMosaicPro™ combines AI Butler™, AI Butler™ Studio, Content Buffet™, and AI Smart Document Reader™ to help professionals save time, create content faster, and stay focused on revenue-generating activities.

✔ Email Drafting Assistance ✔ Listing Description Generation

✔ Social Media Content Creation ✔ Note Summarization

✔ Marketing Content Development ✔ Smart Follow-Up Suggestions

✔ Document Analysis & Data Extraction

Spend less time creating and organizing information and more time serving clients and growing your business.

AI-Powered Productivity Tools

Security, Customization & Team Collaboration

MarketMosaicPro supports role-based access, secure authentication, customizable appearance settings, and team collaboration tools. Personalize your workspace while keeping your data protected.

Start Your Free Trial Today

MarketMosaicPro is built for REALTORS®, entrepreneurs, and professionals who want one powerful system instead of multiple disconnected tools. Start your free seven day trial and simplify how you run your business.

Frequently Asked Questions

  • No. While MarketMosaicPro includes REALTOR®-specific tools, it is also built for consultants, trades, creatives, and small business owners who manage clients, leads, and marketing.

  • MarketMosaicPro is an all-in-one CRM, marketing, and workflow automation platform designed for REALTORS®, service professionals, and small businesses.

  • Features include CRM and client management, lead capture, email marketing, automation workflows, invoicing, project management, expense tracking, and analytics.

  • Yes. MarketMosaicPro replaces separate CRM, email marketing, task management, and workflow tools by combining them into one platform.

  • You will need to create an account and input your credit card info. MarketMosaicPro offers a 7-day free trial so you can explore all features of the plan you selected before committing. If you plan to stay with MarketMosaicPro, your credit card will be charged automatically.

  • Automating follow-ups and task management in a small business typically involves using a CRM system that supports workflow automation.

    Modern CRM platforms allow businesses to create automated sequences that trigger based on specific actions. For example:

    • Sending a follow-up email after a client inquiry
    • Assigning tasks when a deal moves to a new stage
    • Scheduling reminders after meetings
    • Triggering SMS messages based on time delays

    Some platforms require external integrations to enable automation, while others include workflow tools directly within the CRM environment.

    MarketMosaicPro includes built-in workflow automation tools that allow users to create structured follow-up sequences tied to client activity. Tasks, reminders, SMS messaging (via connected Twilio accounts), and newsletter communications can be organized within the same system, helping small teams reduce manual follow-up work while maintaining consistent client engagement.

Are you ready to get started?

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