Real estate CRM for Ontario realtors
Tanero is not another CRM to keep up: it is an AI partner for Ontario realtors whose CRM runs itself. Every call, text, email, form and booking lands on the right client's record without you logging in, and ORBIT follows up within the rules you set, the way an assistant would. Plans start at CA$349 a month, month to month.
Questions? [email protected]
Priya Mehta
Answered her call in Punjabi. Recording and summary saved.
Saved: 3-bedroom detached near a GO station, up to $1.1M.
Booked a showing for Thursday at 6:30 pm.
Moved the deal to Showing.
Next task · Send condo comparables · Fri
The facts, in one place.
01The problem
A CRM helps only while it is current. After a day of showings, nobody wants to type up three calls and a dozen texts, so records fall behind and leads go quiet. Tanero turns it around: the work itself writes the record.
A CRM you update
A CRM that updates itself
02Where records come from
Whichever way a client reaches you, the conversation ends on the same record, in full. No copying between apps, and no second inbox to check.
One client record
Every conversation, in order, with who said what.
03What's inside
A lead becomes a client deal in one step, or one sentence to ORBIT. Intent, budget, bedrooms, areas, pre-approval and timeline stay on the record.
Every deal by stage on one board, from New to Closed Won.
Each deal carries its commission, and the ones still to collect have their own list.
Every call with its recording, transcript and a written summary.
What was said, and what happens next, on the client's timeline.
One click shows what ORBIT knows: the profile, the last interaction and the next task.
Instant Match searches live MLS® listings against a client's saved criteria.
ORBIT checks for the same email or phone before adding anyone, and merges duplicates when you ask.
Agreements stay on the client's record, and ORBIT reminds the client on your schedule.
04A day with Tanero
Today's showings, the clients waiting on you and the follow-ups due, in one message.
ORBIT answered Vikram, booked a viewing for Thursday and saved the summary to his record.
Each got a text back. Two answered the questions and are now qualified, budgets saved.
Sent to your buyers from your own Gmail. Each email sits on each client's record.
ORBIT called to confirm three showings and noted one parking question.
05Control
Either way, every action sits on the client's timeline with who did it: you, ORBIT or one of your AI Employees.
The default
Anything that leaves your office, such as a text or a call to a client, waits for your OK in the Action Center first.
Your choice
Calls, texts, emails and CRM updates go ahead, and you get summaries. Deleting things and payments still ask you first.
06Compare
| Question | Spreadsheet | Typical CRM | Tanero |
|---|---|---|---|
| Who keeps it current | You | You | ORBIT, as it works |
| Leads from calls, texts and email | Typed in by hand | Depends on the add-ons you connect | Added for you, with the conversation |
| Follow-up | Your memory | Campaigns you build | ORBIT follows up within your rules |
| Calls | Not linked | Dialer often sold as an add-on | Answered and placed in 100+ languages, recorded |
| Website and property pages | None | Sometimes, often extra | Included |
| Commitment | None | Often a yearly contract | Month to month |
07Getting started
Paste your list into a conversation with ORBIT. It adds everyone in one go and skips anyone already there with the same email or phone.
Gmail or Outlook, and Google Calendar. ORBIT files each email with the right client and books inside your hours.
Calls and texts to your dedicated local number land in the CRM, answered by you or by ORBIT.
08Questions
A CRM is where a realtor keeps every lead and client: contact details, what they are looking for, every conversation and the next step. A real estate CRM also tracks each deal by stage and the commission it is worth.
It depends on how you work. Look for three things: it stays current without data entry, it follows up for you, and it is priced in Canadian dollars without a long contract. Tanero is built around those three for realtors in Ontario, from CA$349 a month. It is made for one realtor's business, not for a whole brokerage team.
A spreadsheet costs nothing and some CRMs have free tiers, but you pay with your evenings. Tanero is a paid plan that includes your website, calls, texting and ORBIT, not only the CRM.
Yes. Connect either one and ORBIT keeps each email with the right client and sends replies and follow-ups from your own address.
Only if you choose Auto mode. In Approval mode, the default, every outgoing message and call waits for your OK in the Action Center.
Yes. Paste the list into a conversation and ask ORBIT to add the people. It adds them in one go and skips anyone already in your CRM with the same email or phone.
Only you. Your CRM belongs to your account, and you are its only user.
No. Realtors looking for CRM software or client management software usually want the work done, and that is what Tanero does: ORBIT answers calls, follows up, books showings and keeps leads, clients, deals, notes, tasks, documents and commissions current by itself. Compare it to hiring an assistant, not to buying a CRM you have to update.
You keep access until the end of the period you paid for. Your data is erased 30 days after cancellation.
Watch ORBIT answer a call, text a new lead and fill the record, on real screens.
ORBIT, your AI partner