CRM & Transaction Tools
A purpose-built relationship hub that keeps your entire real estate business connected—capturing leads, nurturing prospects, tracking transactions, and keeping your brokerage in the loop.
Your Pipeline, Organized
The RaiderX CRM is not a generic tool repurposed for real estate. It was built from scratch for Texas agents who need to manage contacts, track leads through conversion, and move deals from contract to close—all while maintaining the visibility your brokerage needs for compliance and supervision.
No more juggling spreadsheets, sticky notes, or disconnected apps. Everything lives in one place: contacts, leads, deals, documents, communication logs, and activity history.
What You Get
Contact Management
Unified profiles with communication logs, notes, documents, tags, and AI insights. Search, filter, and segment your database with ease.
Lead Tracking & Assignment
Leads flow in from your marketing site, SMS, and AI phone assistants. The assignment system routes each lead to eligible agents based on geography and transaction type.
Deal Pipeline
Track every deal from new opportunity through closing. Stage-based views, status updates, and real-time dashboards keep you and your broker informed.
Email & SMS Tracking
Every outbound email and text message is logged with delivery status and engagement tracking. Inbound messages are captured automatically.
Geographic Lead Routing
County-level matching resolves ZIP codes and cities to Texas counties, then routes leads to agents approved for those markets via round-robin distribution.
Claim Windows
Time-limited claim windows give agents a fair shot at new leads. Unclaimed leads automatically cascade to the next eligible agent.
Everything in One Place
- CRM activity logging with full timeline for every contact, lead, and deal
- Lead capture from marketing site, SMS inbound, AI phone assistants, and manual entry
- Round-robin lead distribution with stateful tracking across your organization
- Deal stage tracking aligned with TREC requirements and brokerage policies
- Real-time dashboards for revenue, conversion rates, and pipeline health
- Integrated communication with email delivery tracking and SMS status webhooks
How It Works
Capture
Leads flow in from multiple channels—your marketing site, inbound calls, SMS, and manual entry. Each lead is enriched with source and geographic data.
Route
The assignment engine matches leads to agents based on approved markets and transaction types, then distributes via round-robin with claim windows.
Close
Convert leads to contacts, create deals, and track every milestone through closing—all within the same platform your broker can see.
Common Questions
How does lead routing work?
Leads are automatically routed based on geographic location using county-level matching. The system resolves ZIP codes and cities to Texas counties, then matches leads to agents who are approved to work in those markets. Round-robin distribution ensures fair allocation across eligible agents.
Can I track email and SMS communications?
Yes. The CRM integrates with email and SMS for full communication tracking. Every email and text message is logged with delivery status, and linked to the relevant contact, lead, or deal record. Inbound messages are captured automatically.
Is the CRM included with all plans?
Yes. Every RaiderX partner gets full access to the CRM and transaction tools regardless of plan level. The CRM is included with Individual, Team, and LLC sponsorship plans.
Ready to organize your pipeline?
Apply to join RaiderX and get full access to the CRM, lead routing, and transaction tools from day one.