Boost efficiency & enhance
profitability without switching platforms
Bring your own apps or leverage our suite of native features to achieve a 360° view of your business for streamlining and improved ROI.
Manage Lead Sources Effortlessly
- Instant Lead Alerts
- Hands-Free Data Entry
- Lead Journey Tracking
- Automated Outreach & Follow Up
- Lead-to-Deal Conversion Insights
- Revenue Performance By Lead Source
Appointment Management
For Your Entire Team,
On Auto Pilot
- Automated Scheduling Workflows
- Real-Time Calendar Sync
- Appointment Assignment Management
- Appointment Confirmation & Reminders
- Post-Appointment Outcome Tracking
- Conversion Tracking by Lead Source & Team Member
Manage Agreements with Ease
- Tailored Workflows for Every Deal Type
- Automated Date & Deadline Tracking
- Streamlined Document Management
- Real-Time Status Updates
- Projected Revenue Tracking
- Manage Multiple Agreements for a Single Lead
Close Transactions with Confidence
Track every step of your escrow and closing process with complete transparency—keeping your team aligned and your deals on track.
- Pre-built Contract-to-Close Workflows
- Automated Date & Deadline Reminders via Calendar Sync
- Integrated Closing Checklists & Email Templates
- Instant Stage Update Alerts
- Centralized Document Management & Storage
- Commission & Revenue Tracking by Lead Source & Team Members
Automated Reporting for Smarter, Data-Driven Decisions
Get real-time insights with pre-built, automated reports—no manual entry or third party software needed, ever. Fully customizable to fit your team’s unique needs.
- Lead Source Performance Tracking
- Revenue by Lead Source & Team Member Reports
- Appointment Conversion Insights
- Pipeline Progress and Deal Stage Analytics
- Team Member Accountability Metrics
- Real-Time Revenue and Forecasting Dashboards
Boost efficiency & enhance
profitability without switching platforms
Bring your own apps or leverage our suite of native features to achieve a 360° view of your business for streamlining and improved ROI.
Leads
Manage Lead Sources Effortlessly
Easily capture, organize, and prioritize leads so no opportunity slips through the cracks—track, nurture, and convert with ease.
- Instant Lead Alerts
- Hands-Free Data Entry
- Lead Journey Tracking
- Automated Outreach & Follow Up
- Lead-to-Deal Conversion Insights
- Revenue Performance By Lead Source
Appointments
Appointment Management For Your Entire Team, On Auto Pilot
- Automated Scheduling Workflows
- Real-Time Calendar Sync
- Appointment Assignment Management
- Appointment Confirmation & Reminders
- Post-Appointment Outcome Tracking
- Conversion Tracking by Lead Source & Team Member
Agreements
Manage Agreements with Ease
Track, manage, and stay organized effortlessly—whether you’re working on a listing, buyer, or wholesale deal.
- Tailored Workflows for Every Deal Type
- Automated Date & Deadline Tracking
- Streamlined Document Management
- Real-Time Status Updates
- Projected Revenue Tracking
- Manage Multiple Agreements for a Single Lead
Transaction Coordination
Close Transactions with Confidence
Track every step of your escrow and closing process with complete transparency—keeping your team aligned and your deals on track.
- Pre-built Contract-to-Close Workflows
- Automated Date & Deadline Reminders via Calendar Sync
- Integrated Closing Checklists & Email Templates
- Instant Stage Update Alerts
- Centralized Document Management & Storage
- Commission & Revenue Tracking by Lead Source & Team Members
Reporting & Dashboards
Automated Reporting for Smarter, Data-Driven Decisions
Get real-time insights with pre-built, automated reports—no manual entry or third party software needed, ever. Fully customizable to fit your team’s unique needs.
- Lead Source Performance Tracking
- Revenue by Lead Source & Team Member Reports
- Appointment Conversion Insights
- Pipeline Progress and Deal Stage Analytics
- Team Member Accountability Metrics
- Real-Time Revenue and Forecasting Dashboards
How It Works
(And Why We’re Different)
BILLIONS is a ready-to-use team platform—no developers, months of configuring, or piecing together multiple software solutions required.
Built from 20+ years of experience running a high-volume real estate team, it comes preconfigured with the structure, workflows, automation, and reporting you need to eliminate tech headaches and start scaling from day one.
01. Standardized Workflows + Quick Actions
One way, and one way only, to update things—every time. BILLIONS is built on a Standard Operating Procedure (SOP)-like framework, ensuring that every update, every deal stage, and every action follows the same structured process. This creates consistency, predictability, and repeatability, so your team can learn the system quickly and operate with ease.
With everyone following the same steps, auditing becomes effortless—if something goes off plan, you’ll know exactly where to look and how to fix it. No more scattered updates or guesswork—just a proven, streamlined approach to running your team at scale.
02. Industry Leading Analytics
Pre-built, real-time insights—no extra software required. BILLIONS comes with 135+ reports natively built into the platform, eliminating the need for third-party reporting tools (and the extra costs that come with them).
By following our standardized workflows, every report updates instantly the moment an action is submitted—no more manual data entry or tracking down numbers. Plus, you can have key reports automatically emailed to you on any schedule you choose, ensuring you always have the insights you need, exactly when you need them.
03. Modular Feature Approach
Use what you need—when you need it. BILLIONS comes packed with powerful features like e-signature, direct mail, calling, texting, and more—but you don’t have to use everything from day one.
If you’re not ready for direct mail today, no problem. That part of BILLIONS stays hidden until you’re ready to turn it on—which we handle for you, no developers or complicated setup required. This keeps your system lean, efficient, and tailored to your business needs, so you can scale at your own pace without unnecessary complexity.
04. Pre-Configured Team Hierarchies
The right people see the right information—nothing more, nothing less. BILLIONS comes pre-configured with built-in roles and permissions for key team positions like managers, appointment setters, agents, lead managers, and more. No need to spend time figuring out who should have access to what—we’ve already structured it for you.
Need something more specific? Custom roles can be designed to fit your exact needs, ensuring your team operates with clarity, security, and accountability from day one. Scale confidently, knowing your system is structured for efficiency.
05. Appointment Management System
Real-time tracking, seamless handoffs, and complete visibility. BILLIONS’ built-in Appointment Management System ensures that every appointment is properly set, assigned, and followed up on—without anything slipping through the cracks.
The moment an appointment is booked, leadership gets real-time updates on who set it, where the lead came from, and what needs to happen next. A report automatically flags new appointments for assignment, and once assigned, the agent gains instant access to all lead communications.
After the appointment, agents are prompted to submit their outcome notes directly into the system, triggering a summary email to leadership so everyone stays informed on what happened—and what needs to happen next. No chasing updates, no missing follow-ups—just a fully streamlined appointment process from start to finish.
06. Brokerage-Agnostic & Fully Portable
A platform that moves with you—built for the long haul. Your real estate platform should be a long-term investment, not something you have to rebuild every time you change brokerages. BILLIONS is brokerage-agnostic, meaning you can take your entire system with you wherever your business grows.
Whether you switch brokerages, expand into new markets, or restructure your team, your workflows, data, reports, and automations stay intact—ready to scale with you. No starting over, no disruptions—just seamless continuity and a system you can rely on for the long run.
The Power of Salesforce
The World’s Most Powerful CRM
Salesforce powers BILLIONS with cutting-edge technology and continuous innovation. Enjoy the benefits of a trusted, scalable and customizable system designed for long-term success
Industry-Leading Uptime & Reliability
Salesforce guarantees 99.9% uptime, meaning your operations run smoothly without interruptions. Our platform is built on this reliable infrastructure, ensuring your business stays connected at all times
Unmatched Data Privacy & Security
Our platform ensures the highest levels of data privacy and security. With robust encryption and compliance with global standards, your sensitive information
is always protected
Stay connected and productive wherever you are with the free BILLIONS mobile app.
Make call & record calls, send texts, and update deal stages on the go—no need to wait until you’re back at your desk. Keep your workflow seamless, even from your car or favorite coffee shop.
Frequently Asked
Questions
Find answers to your most pressing questions and see how BILLIONS can simplify and elevate your real estate team’s operations.
Who is BILLIONS built for?
BILLIONS is purpose-built for real estate teams. Whether you’re a growing team or an established powerhouse, our platform provides the tools, insights and integrations to help you streamline operations, boost productivity and scale your business. If you’re running a team-focused model, BILLIONS is your ultimate operating platform.
Can BILLIONS replace the multiple software solutions my team currently uses?
Yes, BILLIONS comes pre-built with all the tools your team needs for day-to-day operations, including task management, omni-channel communications, document management, analytics, lead generation, client engagement, and more. By consolidating these critical functions into a single platform, it eliminates the need to pay for or maintain multiple software solutions. This simplifies operations, reduces overhead, and ensures your team can focus on what matters most—growing your business.
Will we need to integrate data and analytics software into BILLIONS?
Nope! BILLIONS includes built-in, real-time data and analytics tools, so you won’t ever need to pay for or maintain separate reporting software. Reports are automatically updated, saving you time and ensuring your team always has accurate, up-to-date insights to make real-time business decisions.
Is BILLIONS customizable for the specific needs of my real estate team?
Absolutely! BILLIONS offers highly flexible solutions tailored to your team’s unique workflows and operational goals. Built on the robust Salesforce platform, BILLIONS provides virtually limitless customization possibilities. Whether you need specific workflows, detailed analytics, unique pipeline structures, or integrations with other tools, the platform can be adapted to meet your exact requirements.
What does onboarding with BILLIONS look like, and will it take a long time?
It’s a piece of cake. BILLIONS offers a white-glove, seamless onboarding experience that requires little to no effort on your end. We handle the entire process using a proven blueprint to ensure your team is up and running in no time. From user setup to complete data migration, BILLIONS takes care of everything, so you can focus on your business, ensuring you have a seamless transition.
Is BILLIONS available for individual solo agents?
Currently, BILLIONS is designed specifically for real estate teams, and our features are tailored to meet the unique needs of multi-agent teams and organizations. At this time, we don’t offer a version for solo agents, but we’re exploring the possibility of introducing a solution for individual agents in the future. If you’re a solo agent looking to scale into a team, BILLIONS might still be a great fit for you when that time comes.
Does BILLIONS really benefit real estate teams?
You bet it does. BILLIONS is an all-in-one platform built specifically for real estate teams, with accountability and performance metrics at its core. It saves time and money by streamlining workflows, boosting productivity and replacing costly, fragmented software tools. Designed for team structures, it ensures every member stays aligned and focused on growth.
Does BILLIONS really streamline real estate team operations?
Absolutely! BILLIONS centralizes task management, communication, and analytics, eliminating inefficiencies and enabling predictable, repeatable workflows that drive productivity. With pre-built team hierarchy and role-based functionality, the platform is designed to support team structures from the ground up. Every member knows their responsibilities, and workflows are tailored to their role, creating a scalable framework that keeps your team focused on revenue-generating activities as you grow.
Does BILLIONS really handle different types of transactions like listings, buyers, and even wholesale deals, and do those workflows all look different?
Yep! BILLIONS recognizes that listings, buyers, and even wholesale transactions each have unique sales cycles and requirements. The platform is specifically designed to treat them differently, providing tailored workflows, processes and even unique fields for each type. This ensures everything stays organized and on track, with clear, customized paths for managing each transaction type effectively and efficiently.
What kind of analytics and reporting does BILLIONS provide?
Our data is industry-leading. BILLIONS delivers AI-powered insights and customizable reports, tracking data from the moment a lead enters—by source and team member—through the entire lifecycle. It highlights what’s working and, more importantly, what isn’t, enabling faster decisions that drive growth and scalability like never before. From agent conversion rates to what sources are returning revenue, BILLIONS has you covered.
Does it really matter that BILLIONS is built on Salesforce?
You better believe it. Salesforce is a $300+ billion-dollar industry leader, offering the best-in-class up-time of 99.99% and unmatched data security. Being built on Salesforce means BILLIONS provides reliability, scalability, and peace of mind for your business. Additionally, BILLIONS is brokerage-agnostic, meaning you can move your business anywhere without leaving your software behind. With BILLIONS, your operations stay seamless and secure, no matter where your business takes you.
Can BILLIONS integrate with the tools my team is already using and wants to keep?
Yes, BILLIONS is designed to integrate seamlessly with a variety of industry-standard tools and services. This ensures that you can continue using the tools you’re familiar with while benefiting from BILLIONS’ comprehensive features.
What kind of customer service support does BILLIONS offer?
The industry’s best support, period. BILLIONS provides unmatched customer service with dedicated customer success managers who offer personalized guidance tailored to your team’s needs. We’re available 24/7 to ensure your operations run smoothly and to address any questions or challenges. With BILLIONS, you’re never alone—we’re here to support you every step of the way.
Was BILLIONS really built by real estate team leaders?
You bet it was! BILLIONS was created by real estate team leaders with over a decade of experience running and operating a successful team in the competitive Washington, DC market. This deep industry knowledge shaped BILLIONS into the platform it is today, packed with the subtle but critical nuances that most systems overlook. From tracking performance metrics to managing workflows, BILLIONS was designed with firsthand insight into what it takes to oversee and grow a thriving real estate team.
