Websites and a CRM your agentswill actually use.
Give every agent a professional online presence and one Workspace for leads, follow-up, clients, deals, and transactions. Keep company leads with the brokerage, control access by office or team, and give managers the visibility they need without getting in
- 4 access levels
- Members, Team Leads, Admins, and Owner—so everyone gets the access that fits their role.
- 2 ways to share
- Choose whether each team works openly together or keeps individual client and deal activity private.
- $0 for transactions
- Transaction management and e-signature are included on every Workspace plan.
What should a brokerage look for in a CRM?
A brokerage CRM only works if agents actually use it. Look for three things: adoption, control, and visibility. Agents need tools that make their day easier. Brokerage-owned leads and data should stay with the company as agents come and go. And leadership should be able to see pipeline, activity, and performance without micromanaging every agent. That means clear roles and permissions, flexible team sharing, clean offboarding, and reporting that rolls up
A Workspace agents actually want to use.
Each agent gets their own login, a prioritized Today list, and one place for leads, conversations, tasks, and deals. Instead of adding another system they have to maintain, Workspace helps them stay organized, follow up faster, and
- A login and a role for each person
- A Today list for every agent
- Email and calendar with Google or Microsoft
Keep company-generated leads with the brokerage.
Every contact is clearly identified as company-sourced or agent-sourced, so ownership is never ambiguous. Leads generated by your brokerage website, portals, or other company channels stay with the brokerage. For contacts agents bring in themselves, you decide the ownership rules that
- Lead source and ownership shown on every record
- Company-generated leads stay with the brokerage
- Set clear rules for agent-sourced contacts and exports
Leadership visibility while keeping agent privacy.
Set visibility the way each team works. Teams can share contacts and activity openly, or agents can keep their own records private unless they choose to share them. At the brokerage level, leadership can either see rolled-up performance or be given access to individual records when needed—with every
- Choose shared or private visibility for each team
- Give leadership detailed access or roll-up reporting only
- Keep an audit trail of every leadership record view
Set up Workspace around the way your brokerage actually operates.
Organize agents by office, team, or group, with separate lead sharing, permissions, and lead ponds where you need them. Each team can work its own way, while brokerage leadership still gets a clear view across
- Organize by office, team, and sub-team
- Set lead sharing and lead ponds by team
- See brokerage-wide reporting with team-level detail
Get every new lead to the right agent—automatically.
Set routing rules based on where a lead comes from. Send leads directly to a specific agent, distribute them round-robin across a team, or place them in a shared lead pond where agents can claim them. When someone joins a team, they can automatically become part of
- Route leads based on source
- Round-robin distribution by team
- Company-wide or team-specific lead ponds
One consistent way to manage every transaction.
Each deal keeps its deadlines, documents, signatures, people, and commission together in one place. Agents have what they need to move the transaction forward, and every change is kept in an activity log owners and
- Transaction management and e-signature included on every plan
- Documents, deadlines, and signatures stay with the deal
- An activity log of every change, on every plan
When an agent leaves, brokerage data stays.
When an agent leaves, their access can be shut off immediately. Company-generated leads can be reassigned to another agent or returned to a lead pond, while transactions, documents, and brokerage records stay exactly where they belong. If your policy allows it, the agent’s personal contacts can
- Remove access immediately
- Reassign company leads or return them to a lead pond
- Keep transactions, documents, and brokerage records intact
- Export personal contacts separately when appropriate
Give every agent a great website without losing your brand.
Build your brokerage website around your company’s identity, with live MLS search and lead capture built in. Agents who want their own site can have one connected to the same platform—giving them a professional presence while keeping the brokerage brand
- A custom website built around your brokerage brand
- Live MLS search and lead capture built in
- Individual agent websites available on the same platform
Control who can see what.
Set visibility rules across the brokerage, then fine-tune them team by team. Decide when agents share contacts, when team leads can step in, and whether leadership sees individual records or
| Setting | Applies to | What it means |
|---|---|---|
| Open book | Each team | Teammates can see one another’s contacts. |
| Private desks | Each team | Agents see only their own contacts and anything shared with them. |
| Team lead access | Private teams | Team leads can open an agent’s record when needed, with every view logged. |
| Leadership record access | Brokerage-wide | Owners, admins, and authorized leaders can open records within the teams they oversee. Every view is logged. |
| Totals only | Brokerage-wide | Leadership sees roll-up reporting without access to individual records. The owner can lock this setting in place. |
New teams start with shared
A straightforward path from planning to rollout.
We learn how your brokerage works, configure Workspace around your teams and processes, and give you clear pricing before
- 01Tell us how your brokerage works
Walk us through your agents, teams, offices, lead flow, and the tools you use today.
- 02We map it out and price it
We define the right structure, roles, sharing, routing, and migration plan—then give you a written quote before you commit.
- 03We set it up with you
We configure your teams, permissions, lead routing, and Workspace settings, then bring in your existing contacts.
- 04Roll it out to your agents
Each agent gets their own login and Workspace, with their contacts, leads, tasks, and day-to-day tools ready to use.
Pricing that scales with your brokerage.
Add team members to Workspace Free or Pro with simple per-person pricing. For larger or more complex organizations, we’ll build a Brokerage plan around your teams, permissions, lead routing,
A login and a role for each person, the owner included, the shared inbox, shared or private contacts, lead routing, ponds, team messaging and
Every Pro feature for each person, plus lead routing, ponds, team messaging and
For brokerages that need multiple teams or offices, brokerage-wide reporting, more control over roles and visibility, and structured onboarding and offboarding. We scope the setup with you and provide a written quote
Comparing your options?
See how Broker & Agent compares with other leading real estate platforms, with features, pricing, and key differences laid out side by side. Every price is sourced and dated.
Questions frombrokerages.
Is Workspace a CRM for brokerages?
Yes, for the front office: leads, contacts, conversations, deals and documents. Nest teams as deep as your company goes, each with its own leads, sharing and pond, and roll the numbers
Who owns the leads when an agent leaves?
Company-generated leads remain with the brokerage and can be reassigned when an agent leaves. For contacts agents bring in themselves, you decide whether they belong to the agent or the company, along with the rules
Can agents keep their contacts private?
Yes. Each team can be set so agents see only their own contacts and anything intentionally shared with them. Team leads can be given access when they need to step in, and every time they open an agent’s
Can managers see what agents are working on?
Yes, if you want them to. You can give managers access to individual agent records or limit them to rolled-up team and brokerage totals. Any time a manager opens an agent’s record, that
What happens when an agent leaves?
Their access is removed right away. Company-generated leads can be reassigned to another agent or returned to a lead pond, while active deals, documents, and brokerage records stay in place. If your policy allows it, the agent’s personal contacts can
How does brokerage pricing work?
Individual teams can add members for $12/month per person on Workspace Free, yours included, or $59/month for each extra person on Workspace Pro. Brokerages that need multiple teams or offices, company-wide reporting, lead ownership rules, and structured onboarding and offboarding use a custom Brokerage plan. We’ll learn how your brokerage is organized and provide a clear quote
Do you build websites for brokerages?
Yes. We build custom brokerage websites with your branding, MLS search, and lead capture. Agents who want their own website can add one separately, with their site connected to the same Broker
Can we move from another CRM?
Yes. We’ll help you migrate your contacts and configure Workspace around your brokerage structure, so you’re not starting from scratch. Bring us an export from your current CRM, and we’ll help with the
Take a closer look
Let’s talk about your brokerage.
Tell us how many agents you have, how you’re organized and what you use now. We’ll walk you through Workspace and quote the Brokerage plan before