Transparent pricing

Plans built for agents and lean real estate teams

Every plan includes the complete follow-up CRM. Choose the capacity and team controls that fit how you work.

Agent

Full CRM access for one independent agent.

^$29/month

Billed monthly

Choose Agent

Full CRM access

✓1 user
✓Contact and lead management
✓Follow-up tasks and reminders
✓Calendar and appointments
✓Transaction and commission tracking
✓250 drip-campaign sends/month
✓100 AI actions/month
✓30-minute guided setup

Agent Pro

More capacity and control for a high-volume individual agent.

^$49/month

Billed monthly

Choose Agent Pro

Everything in Agent, plus…

✓500 drip-campaign sends/month
✓250 AI actions/month
✓Expanded templates and personalization
✓Enhanced lead-source and conversion reporting
✓Expanded customization capabilities
✓45-minute guided setup

Team

Shared follow-up and transaction coordination for lean teams.

^$149/month

Billed monthly — 5 seats included

Choose Team

Everything in Agent Pro, plus…

✓5 included users
✓Roles and permissions
✓Assignment and workload coordination
✓Shared administration and templates
✓Deactivation handoff and ownership controls
✓1,500 pooled campaign sends/month
✓1,200 pooled AI actions/month
✓60-minute owner/admin setup

Included in every paid plan

The CRM is not stripped down by plan

Plan differences focus on capacity, enhanced individual features, and team administration—not withholding the core workflow.

◎Contact and lead management

✓Tasks, reminders, and follow-up

□Calendar and appointments

◇Transactions and commission

↗Drip-campaign email

✦AI assistance

⇅Data import and export

▤Activity timelines

✉Email templates

◉Guided setup

Guided setup included

Start with a workflow that fits how you operate

A one-on-one session covers contact import, email and calendar connection, lead capture, and your first follow-up workflow.

30 minutes

Agent setup

Import contacts and establish a daily follow-up routine.

45 minutes

Agent Pro setup

Add campaigns, templates, reporting, and expanded configuration.

60 minutes

Team setup

Owner or admin setup plus self-service member guidance.

Custom data cleansing, custom integrations, and ongoing account administration are not included.

Pricing questions

What to know before choosing a plan

Do all plans include the same AI capabilities?

Yes. The supported AI workflows are the same; monthly action capacity increases by plan.

Are campaign emails included in Agent?

Yes. Agent includes 250 drip-campaign sends per month.

Are Team allowances pooled?

Yes. Campaign sends and AI actions are shared across the Team account.

Can I export my data?

Yes. Export scope depends on account role and permissions.

Is Brokerage available?

Brokerage arrangements remain private and sales-assisted while multi-team capabilities are validated.

Choose a plan without guessing what is included.

Tell us how you work today and we will help confirm the right plan.

Discuss your plan