Close More Deals. Automate Everything.

The Ultimate Platform for Business Brokers

Legacy Platform automates your entire deal flow—capture leads, auto‑send NDAs, trigger CIMs, and manage pipelines—all built for business brokers.

WHY BROKERS ARE LEAVING THEIR OLD CRM's

Work Less.

Close More.

You didn’t become a broker to get buried in busywork.
Chasing leads, sending NDAs, managing emails, updating spreadsheets—it all adds up.

Legacy Platform simplifies it all.

We’ve built a system designed to handle the details for you:
✅ Automated lead follow-up
✅ NDA + CIM delivery workflows
✅ Smart task reminders
✅ Full pipeline visibility

No more scattered tools. No more wasted time. Just everything you need in one place.

The result?
More time to focus on negotiations, clients, and closing deals.

Built for brokers who want to move faster, close smarter, and grow without limits.

Features

BUILT FOR BROKERS NOT JUST FOR SALES TEAMS

Smart CRM

Built to manage listings, leads, and closings

Automated Follow-Up

Email + SMS sequences that convert leads while you sleep

Custom Funnels

Built-in landing pages and forms for your listings

Appointment Booking

Let buyers and sellers book you automatically

Power Dialer + Call Recording

Never miss a lead

Dashboards & Reports

Know exactly where every deal stands

Automations that work for you

Capture the info that matters - automatically

Create sleek forms and surveys to collect lead details, qualify prospects, and follow up without lifting a finger.

Whether it's onboarding new clients or getting feedback from prospects, our form builder makes it simple.

✅ Trigger automations the moment a form is filled
✅ Gather insights effortlessly
✅ Qualify leads faster

Ready to start capturing leads the smart way?

Packages

Choose the Right Package for Your Brokerage

Whether you’re just starting out or scaling a national operation, Legacy Platform has the tools—and automations—you need to close more deals, faster.Small Call to Action Headline

Starter Plan

$97/month

Contacts:Up to 5000
CRM + Pipelines
Funnels + Pages
Appointment Booking Basic :):)
Reporting Dashboard:basic
Support:email only

Professional Plan

$297/month

Contacts:unlimited
CRM + Pipelines
Funnels + Pages
Email + SMS Automation
Appointment Booking
Power Dialer
Reporting Dashboard:Advanced
AI Assistant
Team Collaboration
Support:Priority
White-labeling:Optional
Onboarding Training

Elite Plan

$597/month

Contacts:unlimited
CRM + Pipelines
Funnels + Pages
Email + SMS Automation
Appointment Booking Basic :):)
Power Dialer
Reporting Dashboard:Advanced
AI Assistant
Team Collaboration
CIM Automation:(Send NDA → Auto-send CIM)
CIM Genie (AI):(AI-generated CIMs ready in minutes)
Support:Dedicated manager
White-labeling
Onboarding Training

TESTIMONIALS

“I closed my first deal using the automated follow-up. Game changer.”

Sophia Reynolds

I can't express how much this platform has revolutionized the way we approach our projects. The AI tools are incredibly intuitive and have saved us countless hours of work. The team’s support is exceptional, and I truly feel like they’re invested in our success.

James Carter

“My team books more calls in a week than we used to in a month.”

Emily Harper

Frequently Asked Questions

Your Questions, Answered Clearly

How does this platform ensure data privacy and security for its users?

Data security is our top priority. We implement end-to-end encryption, secure data centers, and strict access controls to protect your information. Additionally, we comply with industry standards like GDPR and regularly update our systems to stay ahead of potential threats.

What kind of customer support can I expect after signing up?

We provide 24/7 customer support through various channels, including live chat, email, and phone. Our dedicated team is always ready to help you resolve any issues or answer your queries promptly.

Can I upgrade or downgrade my plan based on my needs?

Absolutely! Our plans are flexible, allowing you to upgrade or downgrade as your business grows or your needs change. You can easily make adjustments through your account settings without any downtime.

Is there a free trial available before committing to a subscription?

We offer a comprehensive free trial that gives you full access to our platform’s core features. This allows you to explore its functionality and determine if it’s the right fit for your needs before making a decision.

How can this platform help my business grow and save costs?

By automating repetitive tasks, optimizing workflows, and providing data-driven insights, our platform helps you increase efficiency and reduce operational costs. This allows you to focus on strategic goals and business expansion.

Is there a contract?

No contracts, cancel anytime.

Ready to Grow Your Brokerage with Legacy Platform?

Whether you're closing your first deal or scaling nationwide, Legacy gives you the tools—and automation—to do it better, faster, and smarter.

Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!