Real estate CRM pricing.
Workspace is your whole front office: CRM and pipeline, transactions, e-signature, automations, Studio, and an AI assistant that can run it. The free plan is free for everyone, forever, with or without a website from us.
Coming soon. Get on the early access list and we'll tell you the week it opens.
Free forever, or the full platform.
Free is generous on records and paid on work: we never cap how many contacts you keep. You move between the plans in place, so there is nothing to migrate and nothing to re-import.
Workspace Free
Anyone who needs one place to collect and organize leads
Free for everyone, permanently, whether or not you have a website from us. Not a trial and not a stripped demo. If we did build your site, the controls for editing it show up here too.
- Unlimited contacts, with no cap on records
- Lead inbox and manual lead entry
- Leads from your website forms land here automatically
- Tasks, pipeline, and smart lists that keep themselves current
- Email and calendar sync with Google or Microsoft
- Automations: drip campaigns, action plans, and watchers, minus the AI steps
- Documents, e-signature, net sheet, and the tour planner
- Transactions: deals, milestones, close dates, commission
- MCP server and public API, so your own AI tools can reach your workspace
- Import your existing contacts, export them any time
- Edit your own site content, if we built your website
Workspace Pro
Agents who want the complete operating platform
$59/mo with any website plan
Coming soonThe full front office: CRM, transactions, AI, automated follow-up, and the Studio tools, for you as the account owner.
- Everything in Free
- Full CRM and pipeline with buyer, seller, and renter lanes
- Tasks, lead scoring, follow-up plans, and where each lead came from
- Transactions, deadlines, documents, forms, and compliance history
- AI assistant, plus the site chat widget you can put on any website, ours or not
- Automated follow-up you approve before it sends
- Studio: CMAs, net sheets, presentations, staging, scripts, coaching
- Tours, route planning, and client property tools
- Social post builder and the design editor
- Reports on where your business is actually coming from
- Unlimited asking, writing, and summarizing
- A monthly allowance on image work like virtual staging, then add credits if you need more
Workspace Pro is $59 a month for anyone on a website plan. Seats and phone numbers are add-ons to whichever plan you run, not separate products. What each seat can do.
| Workspace | Free | Pro | Brokerage |
|---|---|---|---|
| Leads & contacts | |||
| Lead inbox and manual entry | ✓ | ✓ | ✓ |
| Leads from your website forms land here automatically | ✓ | ✓ | ✓ |
| Unlimited contacts, no record cap | ✓ | ✓ | ✓ |
| Import and export | ✓ | ✓ | ✓ |
| Smart lists that rebuild themselves as data changes | ✓ | ✓ | ✓ |
| Pipeline, stages, and tasks | ✓ | ✓ | ✓ |
| Lead scoring, follow-up plans, and lead source attribution | — | ✓ | ✓ |
| Lead pond, routing, and assignment | — | Collaboration | ✓ |
| Communication | |||
| Email and calendar sync, Google or Microsoft | ✓ | ✓ | ✓ |
| Shared calendar events and appointment scheduling | ✓ | ✓ | ✓ |
| Texting and calling from a business number | Phone add-on | Phone add-on | Phone add-on |
| Team messaging | — | Collaboration | ✓ |
| Transactions & documents | |||
| Transactions: deals, milestones, close dates, commission | ✓ | ✓ | ✓ |
| Document storage and e-signature | ✓ | ✓ | ✓ |
| PDF forms editor and document packets | — | ✓ | ✓ |
| Compliance records and audit history | — | ✓ | ✓ |
| Compliance oversight across the organization | — | — | ✓ |
| AI & automation | |||
| Drip campaigns, action plans, and database watchers | Without AI steps | ✓ | ✓ |
| AI assistant that can run the whole workspace | — | ✓ | ✓ |
| AI chat widget for your website | — | ✓ | ✓ |
| MCP server and public API for your own AI tools | ✓ | ✓ | ✓ |
| Studio & client tools | |||
| Net sheet and tour planner | ✓ | ✓ | ✓ |
| Quick CMA, presentations, and the social post builder | — | ✓ | ✓ |
| Staging, scripts, and coaching plans | — | ✓ | ✓ |
| Reporting & organization | |||
| Personal reporting | ✓ | ✓ | ✓ |
| Reporting on where your business is actually coming from | — | ✓ | ✓ |
| Team reporting | — | Collaboration | ✓ |
| Brokerage, office, team, regional hierarchy | — | — | ✓ |
| Centralized roles, routing, visibility policy | — | — | ✓ |
| Organization-wide reporting | — | — | ✓ |
| Agent offboarding and transfer | — | — | ✓ |
| People | |||
| Additional users | Collaboration | Collaboration | ✓ |
Extra logins and phone numbers.
Both are add-ons to whichever Workspace you run, not separate plans. A seat costs what that person can actually do in it. A number costs the same either way.
Brokerage pricing.
A brokerage is not a bigger agent, so it is not a bigger plan. Pricing is a platform fee plus a per-active-agent rate that steps down in bands as you grow, quoted after a short scoping call.
Everything in Workspace Pro, plus office, team, and regional hierarchy, centralized roles and permissions, compliance oversight, routing, ownership policy, organization-wide reporting, agent offboarding and transfer, and brokerage-controlled templates.
Workspace pricing questions
Is the CRM really free?
Yes, and free for everyone, not only website customers. Workspace Free costs nothing permanently, with or without a website from us. It is a full contact book with no record cap, a lead inbox, tasks, pipeline, smart lists, email and calendar sync, automations without the AI steps, document storage with e-signature, net sheets, the tour planner, and the transactions hub. It is not a trial and it is not a crippled demo. If you want the AI, the Studio tools, and the deeper platform, that is Workspace Pro at $99 a month.
How much is Workspace Pro?
$99 a month for the account owner, or $59 a month if you also have a Broker & Agent website on any plan. That covers the full CRM and pipeline, transactions and compliance, the AI assistant and the site chat widget, automated follow-up, the Studio tools and deeper reporting. Additional people are Collaboration seats on top.
What is deliberately not in the free plan?
The AI: the assistant, AI steps inside automations, the site chat widget, and AI document work. Also the Studio tools like Quick CMA, presentations, virtual staging and the social post builder, the PDF forms editor, compliance workflows, and the deeper reporting. Records are never the thing we limit. Free is generous on what you can store and paid on the work the platform does for you.
How does this compare to Follow Up Boss, Lofty, or BoldTrail?
Those are the right comparison: Workspace is a front office in the same class, not a lightweight contact list. The differences are price, breadth, and how the AI got there. Independent 2026 reviews report BoldTrail near $499 a month for a solo agent on an annual term and Lofty from roughly $449 a month, both demo-quoted. Workspace publishes $99, month to month, with a free tier that is genuinely free. Workspace also includes transaction management, e-signature, and compliance in the same system rather than as a separate vendor, and the AI was built into the data model from the start rather than added to an existing CRM later.
When more than one person needs access, what do I buy?
Collaboration seats, which sit on top of whichever Workspace you run. On Free they are $12 per user per month and give each person their own login, roles, and a shared lead inbox. On Pro they are $59 per user per month and each seat is a full Pro user with their own AI allowance, plus team messaging, the lead pond, assignment, and team reporting. The workspace owner pays for the seats.
Can I text and call from inside it?
Yes, with the phone add-on at $33 per number per month on either plan. You choose which people get a number, so a five person team can buy two. Every message and call logs itself onto the contact. Run collaboration and phone together and the workspace also gets a shared team number at no extra charge. Email is free on every plan and does not need the add-on.
Does it scale from a solo agent to a brokerage?
That is the design. The same product runs a solo agent on the free tier, a small team on Collaboration seats, and a brokerage with office, team, and regional hierarchy, centralized roles and routing, compliance oversight, organization-wide reporting, and agent offboarding and transfer. You are not migrating to a different product when you grow, you are turning on more of the one you already run.
Why is brokerage pricing quoted instead of published?
Because a brokerage is not a bigger agent. The number depends on agent count, how many MLS feeds you need, what compliance you run, and what has to be migrated. The model is simple and we will tell you plainly on a call: a platform fee plus a per-active-agent rate that steps down in bands as you grow. Active agent, not licensed seat, so a long tail of low producers does not price you out of your own system.
How is AI usage limited?
The everyday AI is unlimited: the assistant, drafting replies, summarising a contact, asking questions of your own data. Those are cheap to run and they are the whole reason the product is useful, so metering them would be self-defeating. What carries a monthly allowance is the genuinely expensive generation, chiefly image work like virtual staging, and bulk content runs. If you reach the allowance we tell you before anything stops and you can add a pack. No silent metering and no surprise invoice.
Can I connect my own AI tools to it?
Yes. Workspace runs a native MCP server, so Claude and any other MCP client can read your pipeline, search contacts, check today's schedule, and capture leads directly, using your own workspace key and obeying the same permissions and plan limits as the app. There is also a public REST API and webhooks. This works on the free plan too.
Do I need a website from you to use it?
No. Workspace works on its own, and leads reach it from the forms on whatever site you run today, from the API, or by hand. If we did build your site the two connect with no integration in between and your Pro rate drops, but neither product requires the other.
Looking for the website instead? Website pricing · Both products at a glance
Get early access.
Tell us how you run your business today and we'll show you this working with it. Early access goes out before we announce anything.
Or email hello@brokerandagent.com.