Choose a plan that works for your business and budget.
Choose a plan that works for your business and budget.
| Free $0 / mo. |
Lite $29 / user / mo. |
Plus $49 / user / mo. |
Premium $69 / user / mo. |
|
|---|---|---|---|---|
| Customizations | ||||
Property Fields |
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Merge Fields |
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Contact Roles |
- | |||
Contact Groups |
- | |||
Contact Businesses |
- | - | ||
Files Roles |
- | - | - | |
Lead Sources |
- | - | - | |
| Transactions | ||||
Transactions Per Month |
5 | Unlimited | Unlimited | Unlimited |
Internal Intake Forms |
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Agent Intake Forms |
- | - | - | 2 Forms * |
Dotloop: Import Loops |
- | - | ||
Duplicate |
- | - | ||
| Contacts | ||||
Total Contacts |
100 | Unlimited | Unlimited | Unlimited |
| Email Integrations: Sending Emails Out of Open To Close | ||||
SendGrid |
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Google Workspace API |
- | |||
Outlook API |
- | |||
Scheduled Emails |
- | - | ||
API Email Inbox |
- | - | ||
API Email Property Sync |
- | - | - | |
| Tasks | ||||
Task Pipeline |
- | |||
Assign Tasks To Users |
- | - | ||
Triggers (Email, Text, & Templates) |
- | - | 1 per task * | 3 per task * |
| Documents | ||||
Add To Email |
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Split |
- | - | ||
Merge |
- | - | ||
Custom Status Buttons |
- | - | - | |
Inbound Property Email Address |
- | - | - | |
| Date | ||||
API Calendar Date Sync |
- | - | - | |
API Calendar Date Invitations |
- | - | - | |
| Templates | ||||
Agent Intake Forms |
- | - | - | 2 Forms * |
Task Templates |
1 | 2 | 10 | Unlimited |
Email Templates |
1 | 5 | 25 | Unlimited |
Text Templates |
- | 5 | 25 | Unlimited |
Document Templates |
- | 1 | 5 | Unlimited |
Field Templates |
- | 1 | 5 | Unlimited |
Date Templates |
- | 1 | 5 | Unlimited |
Property Templates |
- | 1 | 2 | Unlimited |
| Dynamic Content | ||||
Smart Blocks |
- | - | - | 25 * |
Property Date Contingencies |
- | - | - | |
| Organization & Users | ||||
Teams |
1 | 1 | 2 | Unlimited |
User Roles |
- | - | 2 | Unlimited |
Brokerage Profiles |
- | - | - | Unlimited |
Additional Users |
- | $29 / user / mo. | $49 / user / mo. | $69 / user / mo. |
Please Note: Agents and clients are free accounts and are not considered "Additional Users". |
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| Integrations | ||||
API Tokens |
- | - | - | |
Zapier |
- | - | - | |
Follow Up Boss |
- | - | - | |
| Phone Calls | ||||
Monthly Inbound/Outbound |
- | - | 250 min. / user | 500 min. / user |
Additional Minutes |
- | - | - | + $8 add'l 500 |
| Portals | ||||
Agent Portal |
- | - | - | |
Client Portal |
- | - | ||
Client Portal Roles & Permission |
- | - | 2 roles | Unlimited |
Please Note: Agents and clients are free accounts and are not considered "Additional Users". |
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| Tables & Segments | ||||
Contact Tables |
1 | 1 | 2 | Unlimited |
Contact Table Segments |
- | - | 2 | Unlimited |
Property Tables |
1 | 1 | 2 | Unlimited |
Property Table Segments |
- | - | 2 | Unlimited |
| Storage | ||||
Global Files |
- | - | - | 1 GB * |
Google Drive |
- | |||
| Tags | ||||
Tag Pipeline |
- | - | - | |
Tasks |
- | - | - | |
| Reporting | ||||
Health Bar |
- | - | ||
| Texting | ||||
Texts Per Month |
- | 150 / user | 250 / user | 500 / user |
Additional Texts |
- | - | - | +$5 add'l 250 |
| Import Content | ||||
Uploader |
- | |||
| Mobile App | ||||
Properties |
- | - | - | |
Property Details |
- | - | - | |
Documents |
- | - | - | |
Contacts |
- | - | - | |
| Support | ||||
Phone |
- | - | - | |
Email |
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Chat |
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This add-on boosts your premium plan to get even more incredible functionality!
|
* Premium Plan Booster Pack
Starting at $99 per month (up to 10 users)
Each additional user is $9 per month.
|
|
|---|---|
| Agent Intake Forms | Unlimited |
| Smart Blocks | Unlimited |
| Task Triggers | Unlimited |
| Stripe Payments | Unlimited |
| Quickbooks Payments | Unlimited |
| Custom Reports | Unlimited |
| Customizable Commission Calculators | Unlimited |
| File Storage | 5 GB |
|
Automation Package
|
|
|---|---|
| Triggers | Unlimited |
| Conditional Statements | Unlimited |
| Drip Email & Texting Campaigns | Unlimited |
30 day free trial, no credit card required.