The back office you work in.
One place for the pipeline, the paperwork, and the follow-up — instead of a spreadsheet, a portal inbox, and your memory. CRM and automation are parts of Workspace, not separate products you assemble.
Workspace Free is included with every Broker & Agent website — and it works just as well on a site we did not build. Pro adds the rest of the platform.
What is in Workspace.
Six areas, one dataset. A saved search on your site becomes a contact, a task, and a reason to call — without crossing an integration to get there.
Three levels, by what you are running.
Add Collaboration seats to any level when more than one person needs their own login.
Full breakdown, including what Free deliberately leaves out, is on thepricing page.
It does not require a website from us
Workspace takes leads from whatever site you already run — your forms post to it, or the API does. Plenty of people will only ever want one of our two products, and that is a perfectly good outcome.
If we did build your site, the seam disappears: saved searches, valuation requests, and return visits arrive as contacts with their history attached, and you get the controls for managing the site from the same place.
See the website productQuestions worth asking.
Do I need a Broker & Agent website to use Workspace?
No. Workspace works on its own — leads reach it from your existing website forms or through the API, and Free is free whether or not we built your site. If we did build it, the two connect without an integration in between and you get the site-management controls too.
Is Workspace Free a trial?
No. It is free indefinitely and it is meant to be genuinely useful: a real lead inbox and contact records, not a countdown. What it deliberately leaves out is the operating platform — AI, transactions, compliance, automations, Studio, and advanced reporting are Pro.
How do I move from Free to Pro?
You upgrade in place — same workspace, same records, nothing to migrate. Pro is $99/month for the primary agent and adds the full CRM, transactions and compliance, the AI assistant and site chatbot, automations, Studio, tours, and reporting.
What about my transaction coordinator?
Pro includes one restricted coordinator login at no charge. They see transactions, checklists, documents, forms, and the records you assign them — not your full CRM, your private AI history, or your personal documents. More coordinators are available at a lower rate than a producer seat.
See it on your own business.
Bring the part of your back office that works worst today, and we will show you what it looks like running in Workspace.