Workspace CRMComing soonOpen betaFree to start

Every lead, every client,every deal, in one place.

The real estate CRM with your inbox, texting, transactions and e-signature built in, plus a ready-to-send follow-up drafted for every new lead.

Get early accessTalk to usJoin the open betaSee pricingStart freeSee pricing

Works with the tools you already use

Built around howbrokers & agents actually work.

01

Capture

Every lead from every source lands in one inbox, with information about where it came from and what they were searching for.

02

Follow up

Email, texts and notes on one thread. Every new lead has a ready-to-send follow-up drafted, and with your approval, Workspace keeps it all moving.

03

Contract to Close

Keep deadlines, documents, signatures, and transaction details together with the client record, so you always know what’s done, what’s next, and what still needs attention.

04

Track Performance

Track where your leads come from, how quickly they’re being followed up with, and which deals are moving toward closing—so you know what’s working and where to focus.

01 · Leads

Never miss a lead.

Every lead lands in one inbox the moment it comes in and tells you where it came from and what they were searching for.

One inbox for every lead Website leads arrive on their own · Source and search history on every lead · Room for 100,000 contacts free, no cap on Pro The right lead to the right person Assign by rules, or first to claim · A shared pond for unclaimed leads · Reassign in one click Know the second they reach out Push and email alerts for new leads · Speed to lead on every report · Hot leads that go quiet get flagged
02 · Conversations

Every conversation on one thread.

Email, texts and notes stay with the contact, so anyone on your team can pick up where the last person left off.

Your Gmail or Outlook, inside Send from your own address · Replies land on the right contact · Scheduled send, undo and reply-all Text from a business number A local number (coming soon) · Texts on the same thread as email · Calling from the same number Keep your week on track Works with Google Calendar · Shared team calendars · Showings on the contact
03 · Follow-up

Follow-up that runs itself.

Tell Workspace what to watch for, in plain English. It drafts the next message and waits for your OK before anything sends.

Automations you can read Drips and multi-step action plans · Watches for quiet leads and closing dates · Pause any automation for any contact Know who to call today A daily call list, best first · Lead scoring from real activity · The reason behind every suggestion The reply is already written Replies drafted in your voice · Edit a word or send it as is · Nothing sends without you
04 · Transactions

Close without chaos.

Deals, deadlines, documents and signatures stay organized and streamlined, all within the client record.

Every deal, contract to keys Milestones and close dates · Checklists and deadline reminders · Commission tracking Send, sign and file Draw-to-sign, packets and signing order · Reminders and expiry dates · Signed copies filed on the deal Paperwork that files itself Documents filed to the right deal · A PDF forms editor · An activity log for owners and admins
05 · Track

See the whole business.

Know where every lead came from, how fast you’re following up, what’s converting, and where to make changes.

Reports that answer questions Lead sources and the funnel · Speed to lead, and who’s still waiting · Deals and commission ahead Visibility you control Roles and permissions · Choose what agents can see · Office, team and brokerage structure Talk as a team Team messaging and mentions · Loop in a teammate on a contact · Everyone on the same record

Straight answers, in numbers.

$0

Workspace Free, for everyone, permanently. Not a trial.

100,000

Contacts on Free, and no cap on Pro.

5 in 1

Your site’s leads, CRM, texting, e-signature and transactions, in one login.

0

Contracts. Month to month, and you can export your contacts any time.

The assistant · Full on Pro

Ask your assistantwhat’s on today.

Press ⌘J on any page. It answers from your own contacts, deals and calendar, and nothing goes out without you.

Assistant⌘J

What’s on today?

Two showings, six tasks and three new leads. The leads first:
SM
Sarah MitchellNew lead from your website · 9:12
DC
Devon CarterTexted you · 8:47
PR
Priya RamanNo touch in 12 days · Touring
Ask anything
Drafts in your voice

A first reply on every new lead, written the way you write.

Answers from your own files

Ask about your own policies and documents, and get answers that cite the file they came from.

Bring your own AI

Connect AI tools that support MCP, like Claude, to your workspace, or build on the API.

Meet the assistant

Bring the toolsyou already use.

Workspace connects to your lead sources, your email and calendar and the AI you already pay for. Pick what works for you now, and change it whenever you want.

Workspace
Capture leadsBring your own AIBuilt inConnect your tools Your website Any other website Imports Zillow Claude ChatGPT MCP API and webhooks Inbox Texting and callssoon E-signature Transactions Calendar The assistant Google Microsoft Stripe

A website here, a CRM there, texting on your phone and contracts in yet another app. Five logins, five bills, and nothing talks to anything.

For agents, teamsand brokerages.

Solo agents

Everything you need to run your business.

  • Keep leads, contacts, tasks, and deals in one place
  • New website leads are added automatically
  • Get a ready-to-send follow-up for every new lead
Workspace for solo agents

Teams

One system your whole team can work from.

  • Route new leads to the right person automatically
  • Share opportunities while keeping ownership clear
  • See team calendars, activity, and performance in one place
Workspace for teams

Brokerages

Every office and every agent, on one record.

  • Brokerage, office and team structure
  • Roles and permissions
  • An activity log and audit trail
Workspace for brokerages

Start free.One login.No contracts.Fast answers.

Workspace Free isn’t a trial. Room for 100,000 contacts, your inbox and transactions, for everyone.

Your site’s leads, texting, e-signature and transactions stay with the client record.

Month to month, with your contacts available to export, should you ever need them.

Message us right inside Workspace, or call or email, and hear back from a person who knows your account.

Free to start.Pro when you’re ready.

Workspace opens soon. Get on the early-access list and we’ll set you up first, with your contacts moved in. Workspace is in open beta. Workspace Free is free for everyone, and Pro adds the full assistant, AI in your follow-up and Studio’s design tools. Workspace Free is free for everyone, permanently. Pro adds the full assistant, AI in your follow-up and Studio’s design tools.

Workspace FreeComing soonOpen betaFree forever

For agents and brokers who want a better way to stay organized and keep every lead and deal moving.

$0/mo, forever

No card needed.

  • Up to 100,000 contacts, plus 25,000 for each extra login
  • Lead inbox and manual lead entry
  • Leads from your website forms land here automatically
  • Tasks, pipeline, and smart lists that keep themselves current
  • Lead scoring, and every report on your own book
  • Email sync with Gmail or Outlook, and a calendar that works with Google and Outlook
  • Automations: 25 switched on at once, with drip campaigns, action plans, and watchers, minus the AI steps
  • Documents with 10 GB of storage, plus 5 GB for each extra login
Get early accessJoin the open betaStart free
Workspace ProComing soonOpen betaFor the full business

For agents and brokers who want Workspace to do more of the work—from follow-up and transactions to AI and client tools.

$99/mo

$59/mo with any website plan.

  • Everything in Free
  • No cap on contacts
  • Background AI on deals and documents: deal reviews, summaries, and search
  • Follow-up plans and smart to-dos with AI-written messages
  • Documents and forms filled from your CRM, with 200 GB of storage, plus 100 GB for each extra login
  • E-signature: 200 requests a day for each person, and bulk send
  • The AI assistant, across your whole workspace
  • Automated follow-up you approve before it sends, with no cap on automations and AI steps
Get early accessJoin the open betaStart with Pro
Teams and add-ons

Add team members to your Workspace for $12/month each on Free, yours included, or $59/month each on Pro. Dedicated business numbers for calling and texting are an add-on.

Compare plans & pricing

Frequently askedquestions.

01

Is Workspace really free?

Yes. Workspace Free is free for everyone, permanently, whether or not we built your website. It’s not a trial. Pro adds the full assistant, AI in your follow-up and Studio’s design tools.

02

How is this different from the CRM I already use?

Your inbox, texting, transactions and e-signature are built in, so you’re not paying for and logging into five tools. If we built your site, its leads land here with nothing to set up.

03

Do I need a website from you?

No. Workspace works on its own, with any website.

04

Will it contact my clients without my permission?

No. Drafts wait for your OK. Automations you turn on run only the steps you set, and you can pause any of them for any contact.

05

Can I bring my contacts from my current CRM?

Yes. Import a spreadsheet export from Follow Up Boss, Lofty or anywhere else, match the fields, and you’re in.

06

How does texting work?

Texting requires a dedicated business number in Workspace. We help you set this up.

07

Can my team use it?

Yes. Additional team members are $12/month on Free, yours included, and $59/month on Pro, with roles, permissions and visibility you control.

08

Is there a mobile app?

Workspace works in your phone’s browser today, built for the phone first. Native apps are planned.

09

Do I own my data?

Yes. Your Workspace data is kept private and secure, and your contacts are yours to export at any time.

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. View all comparisons

Head to headFollow Up Boss (FUB) vs Broker & AgentHead to headLofty (Chime) vs Broker & AgentHead to headWise Agent vs Broker & AgentBest of 2026Best Free Real Estate CRM (2026): What’s Actually Free

One Workspace for the workbehind every deal.

Workspace is opening soon. Join the early-access list to be among the first to get started.

Workspace is in open beta. Join free and bring your contacts with you.

Start free. Bring your contacts with you, and add Pro when you’re ready.

Get early accessJoin the open betaStart freeSee pricing