Realty CRM 360Join the pilot
FOR THE PEOPLE BEHIND THE PROPERTIES

Good relationships.
Great follow-through.

Bring your people, pipeline, and brokerage brand together. A real-estate CRM built to keep the next conversation—and the next closing—within reach.

Fictional demo. No sign-up needed. Three places in our first pilot.
Contacts & follow-upDeals & deadlinesAgent workspacesYour brokerage brand
A LITTLE LESS SCATTERED

The whole relationship.
One place to keep it moving.

Start with the work you already do. Give it a clear home, a clear owner, and a next step.

Know your people

Keep contacts, notes, conversations, and follow-up tasks connected to the client.

See what moves next

Track leads and deals through your stages, with tasks and transaction checklists close by.

Make it yours

Choose your brokerage name, logo, colors, support details, and custom pipeline stages.

Give everyone their space

Agents work with assigned clients. Brokers can oversee the team. Each customer gets a separate installation.

Keep the details together

Organize client documents, appointments, deal details, and property research in one workspace.

Connect your communication

Email, texting, and Google tools can be configured with your accounts. Provider approvals and usage costs are separate.

YOUR NAME ON THE DOOR

Your brokerage.
Your way of working.

Keep your identity front and center, from the login screen to client-facing materials. We’ll help set up your own workspace, bring in a small sample of your data, and train your first users before rollout.

Try changing the demo brand
NFICTIONAL BROKERAGE EXAMPLE

Northline Realty

A familiar name. A workspace that feels like home.

Identity
Your name & logo
Workflow
Your pipeline stages
Ownership
Your customer records
START WITH THE RIGHT FIT

A plan for your next chapter.

Proposed monthly pilot pricing in USD. Apply first; we’ll confirm scope, terms, and setup before any payment.

YOUR WORKSPACE

Agent

Your relationships. Your next move.

$79/ month

1 user

  • Separate customer workspace
  • Your branding & pipeline
  • Contacts, deals & follow-up
  • Guided setup & pilot training
Apply for Agent
YOUR WORKSPACE

Brokerage

A workspace with your brokerage’s identity.

$499/ month

Up to 15 users

  • Separate customer workspace
  • Your branding & pipeline
  • Contacts, deals & follow-up
  • Guided setup & pilot training
Apply for Brokerage

Email/SMS usage, phone numbers, advertising, provider fees, and any custom migration are quoted separately. Larger teams can request a custom fit. Billing is not active during applications.

A FEW GOOD QUESTIONS

Before we say hello.

Can this use my brokerage’s branding?

Yes. Your installation can use your company name, logo, colors, market label, support details, and custom lead and deal stages.

Will my clients mix with another brokerage’s records?

Customers are provisioned with separate application, database, storage, and provider configuration. The public demo contains only fictional browser-local records.

Can I bring my contacts?

We’ll review your export and test a small import before moving the agreed data. Migration scope and any additional cost are confirmed before setup.

Does email or texting work immediately?

Those integrations need your own provider accounts, sender setup, permissions, and any required approvals. Setup is part of the checklist; usage is separate from the proposed subscription.

What happens after I apply?

We’ll review fit for one of three pilot places, agree on scope and terms, then configure your workspace and complete the launch checklist. Submitting an application does not create a subscription.

Is this ready for a company-wide rollout?

The first release is a limited pilot. We’ll verify onboarding, permissions, billing, backups, and support with the first customers before expanding.

LET’S BUILD YOUR NEXT CHAPTER

A CRM that feels like your brokerage.

Tell us what you need