Workspace · CRM

Your whole pipeline in one place.

Your pipeline shouldn't live across a spreadsheet, a portal inbox, and your memory. Every contact, conversation, and deal sits on one timeline, with a daily list that tells you who to call and why.

The CRM is one area of Workspace, our front office for agents, not a separate product. It is complete on the free plan, with no cap on how many contacts you keep. Workspace Pro, $99 a month, adds the AI assistant, lead scoring, follow-up plans and the Studio tools on top. Coming soon.

Get early access All of Workspace
01 Unlimited contacts, real pipeline No cap on records, ever. Stages that match how deals actually move: nurture, active, under contract, closed, past client, with buyer, seller and renter lanes. Free plan, and you can rename any of it.
02 A daily list you can trust Each morning: who to call and why, based on behavior and history. Works well on your phone, between showings. Behaviour-based ranking is Pro.
02b Smart lists that stay current Define the conditions once, like everyone from a source who has gone quiet a fortnight, or every hot lead without a task, and the list keeps itself accurate as records change. Free plan, no cap on how many.
03 Every touchpoint in one record Website activity, texts, emails, calls, and automation history on one timeline per contact. Free plan. Stop reconstructing relationships from five tabs.
04 Team visibility without micromanaging Leads route by your rules with clear ownership. Team leads see what is moving and what is stalling without asking anyone.
05 Reporting a broker can trust Production, conversion, source ROI, and agent activity rolled up across the brokerage. Numbers solid enough to run a business on.
06 Plays well with your tools Clean imports from your current CRM and integrations for the tools you keep. Switching is our problem to handle, not yours.
The pipeline board with buyers and sellers organized by stage

From solo agent to brokerage roll-up

The same CRM scales from one producer to a full brokerage: agents get a daily list and a clean pipeline, team leads get routing and accountability without micromanaging, and broker-owners get numbers they can run a business on.

Because it shares data with your website and automation, the CRM is never a stale database you have to feed. It fills itself.

See Workspace pricing

Switching is our problem, not yours.

Tell us what you use today and we'll map the move: clean imports, kept integrations, and no lost history.

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Or email hello@brokerandagent.com.