Custom packages — Symbio Software

If you landed here first

The overview: what Symbio Software is, start to finish.

Every shot below is our own system running. Then the two shapes, and what each one includes.

The overview · 3 min 9

The problem it solves, then the parts working together on one shared record. Every shot is the live product, not a mock-up.

Package one — most teams

Operating System

$1,000 a month

For a team that wants the whole platform, at the volume most teams actually use.

What is included

AI dialer works your lists and books live appointments
AI texter answers new leads in seconds, at any hour
Recordings and transcripts of every call, plus a summary of what was said
Your website on your own domain, with property search, saved searches and alerts
Valuation and seller-report pages including a rental valuation for landlords
Daily content an article to your newsroom, social posting on a managed calendar
The full AI CRM routing, scoring and long-horizon follow-up across text and email
Booking pages with two-way calendar sync
Proposals on demand valuations and presentations generated, agreements signed and filed
Paid ads built, run and reviewed against real outcomes
Prospecting data expireds, circle prospecting, on-demand enrichment
Built for a team permissions, reporting and custom tools for how you work
Your database imported and de-duplicated
A working allowance of call minutes and texts
Five seats included — $50 a month each after that

Plus calling minutes, texts and any lead data at cost, with no markup from us. Your monthly allowance is set with you on the scoping call.

Start here

Package two

Full Operation

Priced per customer

For a brokerage or a lender running the whole thing at volume — and the only package that becomes your own branded app. The step up is your own app, our highest capacity, and the setup run for you.

What is included

Your own branded app your team and your clients open your business from their phone’s home screen — your name, your logo
Everything in the Operating System every feature, nothing held back
- AI dialer
- AI texter
- Recordings and transcripts
- Your website
- Valuation and seller-report pages
- Daily content
- The full AI CRM
- Booking pages
- Proposals on demand
- Paid ads
- Prospecting data
- Built for a team
- Your database
Our highest allowance of call minutes and texts
Onboarding and migration run for you
A named person who knows your account
Seats scaled to your team priced in your quote

Built around your operation and heavily customised, so the number comes out of the scoping call rather than off a page.

Start here

What the price does and does not include. The Operating System is a flat monthly price. On top of that you pay only for what you actually use — calling minutes, texts and any lead data — at cost, with no markup from us. Full Operation is priced per customer because it is built around your operation, and we quote it in writing after a scoping call. The Operating System includes five seats; additional seats are $50 a month each, and large teams are priced custom. There is no per-lead fee, and any spend that goes to an ad platform is your own budget with a ceiling you set.

The AI inside it

The AI actually doing the work — not a chatbot bolted on the side.

Most of what a Symbio package does is run by AI we built and use ourselves every day. None of this is a demo or a roadmap — it is live in the product now. Full Operation is where the whole of it runs end to end, set up and managed for you.

Calls

An AI that works the phone

A real voice agent works your call lists, has the conversation, and books live appointments straight onto your calendar — then logs the call like any other.

Texts

Every new lead answered in seconds

The moment a lead arrives, day or night, it gets a real reply — and the conversation keeps going until they book, ask for a person, or opt out.

After the call

Recordings, transcripts and a summary

Every call is recorded and transcribed, with a short written summary of what was said and what to do next, sitting on that person’s timeline.

The CRM

Routing, scoring and follow-up that don’t stop

New leads are routed and scored automatically, and long-horizon follow-up keeps working a contact across text and email for as long as it takes — not just for the first few days.

Content

A newsroom that writes itself

A fresh article is written and published to your site every day, and social posts go out on a managed calendar — without you writing any of it.

On demand

Proposals and presentations, generated

Valuations, client presentations and written proposals are put together for you and ready to send, instead of rebuilt by hand each time.

Getting found

Built to be recommended by AI, not just Google

We build your site the way we built our own — so the new AI search tools like ChatGPT and Perplexity can read it and put you forward when someone asks them a question you answer.

You will notice most of this already sits inside the Operating System package — we do not switch features off to make a cheaper tier. What Full Operation adds is the whole of it, at your volume, set up and run for you rather than by you.

Symbio vs. the stack it replaces

Everyone else sells you a slice. You end up paying for all of them.

The tools below are the ones real estate and lending teams actually run — and most teams are paying for five to eight of them at once: a website here, a CRM there, a dialer, a texter, an ads agency, a data feed. Each one does its slice well and stops there. Symbio is the single system that does all of it, on one bill, with the AI already wired through the middle.

The twelve jobs below. How many each system has built in.

Symbio12 of 12
BoldTrail4 of 12
Follow Up Boss3 of 12
Sierra Interactive4 of 12
Fello1 of 12
Mojo1 of 12
Sisu1 of 12

Built in Limited, or a paid add-on

Swipe the table sideways to see the other systems.

What a modern team actually runs	Symbio	BoldTrail	Follow Up Boss	Sierra Interactive	Fello	Mojo	Sisu
IDX website & property search on your own domain	✓	✓	—	✓	—	—	—
CRM with one timeline per contact	✓	✓	✓	✓	◐	◐	—
AI phone dialer that talks to leads and books appointments	✓	—	—	—	—	◐	—
AI texter answering new leads in seconds, any hour	✓	◐	◐	◐	◐	—	—
Long-horizon follow-up automation across text & email	✓	✓	✓	✓	◐	—	—
Daily content published & social posting on a managed calendar	✓	◐	—	—	—	—	—
Paid ads built, run and reviewed against real outcomes	✓	◐	—	—	—	—	—
Prospecting data: expireds, circle prospecting, enrichment	✓	◐	—	—	—	✓	—
Valuations & seller-report / home-value capture	✓	◐	—	◐	✓	—	—
Documents & agreements sent for signature and filed	✓	—	—	—	—	—	◐
Team reporting & accountability dashboards	✓	✓	✓	✓	—	—	✓
All of it in one system, on one bill	✓	—	—	—	—	—	—

✓ Built in ◐ Limited, or a paid add-on — Not offered

Add up the ones you would need to match a single Symbio package and you are back to a stack of five to eight subscriptions, five to eight logins, and five to eight bills — none of which talk to each other. Symbio replaces the whole shelf with one system, at a price that is a fraction of what that stack costs together.

Get my custom package See the platform

Comparison reflects each product’s core focus as publicly positioned at the time of writing; every product on this list is capable software in its lane. Product names and logos are trademarks of their respective owners and are used here only for identification. Features and pricing change — we’ll walk you through a current, line-by-line side-by-side for your exact situation on the scoping call.

How it goes

Four steps, and you can stop after the first one.

Where you can stop

Slide the diagram sideways to see all four steps.

Step one happens before you decide anything, and what it produces — a plain read of what your site and your follow-up are doing today — is yours whether you go further or not. Everything right of the dotted line is what a package actually is.

1

We look at your front door before we say anything

Your site, your capture, what happens to a lead after it arrives, what you are already paying for. You get that back as a plain findings summary whether or not you go further with us. It is genuinely useful on its own.

2

We propose a package, in writing

What we would build, in what order, what it costs, and what we would deliberately leave out for now. If the honest answer is that you do not need us yet, that is what the proposal says.

3

We build it and move your data in

Sequenced so the things that pay for themselves fastest go live first — usually capture and instant follow-up, because those change numbers in the first week. Your existing contacts come across cleanly.

4

We run it, and it keeps improving

The content keeps publishing, the ads get reviewed on a schedule, and product improvements land in your system as they ship. You are not buying a version.

What a package actually is

You are buying the parts you are missing, not a tier with things switched off.

Every business arrives with some of this already working and some of it not. A package is the shape of that gap — which is why the first step is us looking at what you have, rather than selling you a tier you only half need.

The client tools · 57 sec

The tools your clients hand to their own customers, running on live data — a buyer types what they want in plain English and the assistant answers with the homes that fit, a seller types an address and gets what their home is worth, a landlord gets a projected monthly rent range, and the lending side gets the payment and the talking points that go with it. Each one captures that person as a lead.

What this looks like for real estate What this looks like for lending

Straight answers

The questions everyone asks on the first call.

Do we have to move off our current CRM?

Eventually, if you want the AI parts to work — they depend on the leads and the conversation living in the same place. We import what you have, and we do it before anything is switched on so nothing is stranded.

Who owns the data and the website?

You do. It is your domain, your database and your content. If you ever leave, you take an export of the lot.

Will the AI say something embarrassing to a client?

It is bounded to what it can verify about your listings and your market, and it hands off to a person the moment a conversation goes beyond that. You can also review everything before it goes out.

How long until it is live?

Capture and instant follow-up are the fastest and go first. A full website and CRM build is longer, and we give you the sequence in the proposal rather than a single optimistic date.

Is the AI calling compliant?

Do-not-call and opt-out handling are built into the dialer and the texter rather than being your responsibility to remember. Calling hours and lists are set by you.

What if we only want one piece?

That is fine and it is common. Plenty of clients start with the website and the texter alone. The rest is there when you want it, and turning it on does not mean rebuilding.

We build the package around the business, then we run it.