Client Manager
Manage every client without missing a follow-up
Turn every lead into an organized opportunity with smarter follow-ups, client tracking, and relationship management.
Everyone, one place
Every client's details, notes, and history — always at your fingertips.
Never miss a follow-up
Track every client's journey and get reminded before leads go cold.
Works anywhere
Your full pipeline, accessible from any device at any time.
Pick a template make it yours
One profile per client, and nothing slips. Every contact keeps its own details, notes, tasks, and full interaction history, so you always know where a relationship stands — from new lead to closed deal. Leads captured by your website arrive automatically, C.M.As and reports attach to the profile, and Auto Pilot handles the routine touches — birthday and holiday greetings, follow-up reminders, nurturing — while you spend your time on the conversations that need you. It all syncs to the HomeXa mobile app, so your pipeline is with you at the showing.
Questions agents ask about HomeXa Client Manager
Everything you need to know about managing clients with HomeXa
What is the HomeXa Client Manager and how does it work?
The HomeXa Client Manager is a real estate CRM built for Canadian agents. It keeps every contact, note, task, and conversation in one place, organizes your leads and past clients into a clear pipeline, and reminds you to follow up before deals go cold — so nothing slips through the cracks.
Can HomeXa follow up with my clients automatically?
Yes. With Auto Pilot, HomeXa automates your client follow-ups, reminders, and nurturing in the background. You set it up once and the system keeps in touch with leads and past clients on schedule, so you stay top of mind without manually sending every message.
Does HomeXa send birthday and holiday greetings to clients?
Yes. Auto Pilot can automatically send branded birthday, anniversary, and holiday greetings to your contacts on the right day. These personal touches keep your relationships warm and your brand active all year — without you having to remember a single date.
Can I keep clients engaged with real estate news automatically?
Yes. HomeXa pairs your Client Manager with curated GTA real estate News, so you can share timely market updates and articles with your contacts. It positions you as the local expert and gives you a reason to stay in touch — without researching or writing content yourself.
What are Smart Alerts and how do they help me manage buyers?
Smart Alerts automatically notify your clients when new listings match their saved search criteria. Buyers get relevant properties the moment they hit the market, and you get a real-time signal of who is actively looking — so you can prioritize the warmest leads in your pipeline.
Can I track every client's stage and history?
Yes. HomeXa stores each client's details, notes, tasks, and full interaction history in one profile. You always know where every relationship stands — from new lead to closed deal — and exactly what to do next.
Will HomeXa remind me to follow up so leads don't go cold?
Yes. The Client Manager tracks every client's journey and reminds you before it is time to reconnect. Combined with Auto Pilot, the routine touches happen automatically while you focus your personal attention on the conversations that move deals forward.
Can I access my clients and pipeline from anywhere?
Yes. Your full pipeline is available on desktop, tablet, and the HomeXa mobile app, so you can check appointments, update notes, and reach client details on the go — at the office, at a showing, or anywhere in between.
Does the Client Manager work with the rest of HomeXa?
Yes. The Client Manager is the hub of HomeXa — leads captured by your website flow straight in, C.M.As and reports attach to client profiles, and Auto Pilot, greetings, News, and Smart Alerts all run on the same contact list. Everything works together in one subscription.
How much does the HomeXa Client Manager cost?
The Client Manager is included on every HomeXa plan, starting with Essential at $139/month. Auto Pilot greetings and events come with Premium ($199/month), and Smart Alerts are included in Ultimate ($299/month). Every plan starts with a 7-day free trial — no credit card required.