A real estate team CRM with a login for everyone, four clear roles, and a plain answer to who sees what: Open book or Private desks, set
Team logins are $12/month each on Workspace Free and $59 on Pro. Routing, ponds, messaging and team reports come with them
Invite each agent or manager with their own login, their own Today list and the same inbox. Give them a role: Member, Team lead (a team can have co-leads), Admin, or the one Owner. Each login is prorated from the day someone joins, and billing stops the
Each team picks Open book, where teammates see each other’s contacts, or Private desks, where they see only what’s shared with them. Above the teams, choose whether leadership can open records below them or sees totals only. When a manager opens a record from above, it’s written to the access log, and on Pro each person’s assistant sees only what
Two choices per team, and one for the whole workspace. New teams start
Contacts created while “Leadership sees totals only” is on keep that promise, even if the
Every contact is marked as company-sourced or agent-sourced, and website and portal leads always stay with the team. For contacts agents add themselves, choose “What agents bring in is theirs” or “Everything entered here is a company asset”. Share any contact with a teammate or a whole team, and decide whether agents export their own book freely or need
Every workspace gets #general, and each team gets its own channel automatically. Add channels of your own, message a teammate directly, and attach a contact, a document, a Studio item or a file so everyone is looking at the same thing. Mention someone in a contact’s notes and they get an email: “Maya mentioned you
Send each lead source to one person, round robin through a list or a whole team, or into a pond where the first teammate to claim a lead gets it. A pond can belong to the whole workspace or to one team, and new teammates join their
One person, round robin, or a pond where the first teammate to claim it gets it. Rules go by source, and contacts someone adds by hand
Nest teams inside teams as deep as your company goes. Each team keeps its own leads and its own sharing, with a pond of its own if you want one, and the Team page rolls the numbers up per team so you can drill from the whole company down to one group. For a brokerage, that’s the front office in one workspace: leads, contacts, who sees what and where
Offboard someone and their sign-in stops immediately. Their company leads go to a teammate or back to the workspace pond, you can download their personal book as a spreadsheet to hand over, and you can end the shares they made. Transactions and documents stay
One confirm from an owner or admin, and
Workspace Free is $0, permanently. Workspace Pro is $99/month, or $59/month with one of our websites. See pricing
Nested teams across a brokerage and agent offboarding with lead transfer are on the Brokerage plan,
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.
Both. On Workspace Free each login is $12/month and includes the shared inbox, roles, shared or private contacts, lead routing, ponds, team messaging and the team dashboard. On Workspace Pro each login is $59/month, a full Pro user, with the same team tools. Nested structure and offboarding with lead transfer are on the Brokerage plan,
Three things. Every agent needs their own login, you need to decide who sees which contacts, and new leads need to reach the right person fast. Workspace covers all three: four roles, Open book or Private desks for each team, and routing by source with round robin and ponds. Contacts are unlimited
Yes. Set a team to Private desks and teammates see only what’s shared with them. You can let the team’s leads open members’ records, and every look is logged. Across the workspace you can also choose “Leadership sees totals only”, so the numbers roll up and the records stay
Website and portal leads always stay with the team. For contacts agents add by hand, you choose: what agents bring in is theirs, or everything entered here is a company asset. Separate settings decide whether company leads never leave in an export, leave with a sign-off, or go
Their sign-in stops immediately. You pick a teammate to take their company leads, or send them back to the workspace pond. You can download their personal book as a spreadsheet to hand over and end the shares they made. Transactions and documents stay where they are, and their
Yes, with team logins on Workspace Free or Pro. There’s #general, a channel for every team made automatically, channels you add, and direct messages. Attach contacts, documents, Studio items and files, reply, react and search. Mention a teammate in a contact’s notes and they
Yes, within the rules you set. Leadership can open records below them, with every look written to the access log, or you can choose that leadership sees totals only. With team logins, the Team page shows each person’s contacts, leads waiting, new leads this week, transactions and closings
Yes, for the front office. Nest teams as deep as your company goes, each with its own leads, sharing and pond, and roll the numbers up per team. Company leads stay company leads, exports can need a sign-off, and offboarding hands leads to a teammate in one step. Brokerages are on the Brokerage plan,
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