Try Open To Close FREE!
Your first 15 transactions are on us.
Try Open To Close FREE!
Your first 15 transactions are on us.
Grow
$99 / mo
Includes first user
Each additional user: $69 / mo
Unlimited transactions
Custom fields
Merge fields & smart blocks
Scheduled emails
Free agent & client portals
Task management
Automations
Intake forms
Commissions
Reporting
Pro
$199 / mo
Includes first user
Each additional user: $69 / mo
Everything in Grow, plus...
DocuSign
Webhooks
Advanced automations
Unlimited intake forms
Multiple task triggers
Unlimited smart blocks
Commission Templates
Scale
$399 / mo
Includes first user
Each additional user: $69 / mo
Everything in Pro, plus...
Messaging
Triggered automations
Task conditions
Trigger templates
Premium support
Unlimited Commission Features
Unlimited Reporting
Grow | Pro | Scale | |
---|---|---|---|
Customizations | |||
Custom Property Fields |
|||
Custom Field Groups |
|||
Custom Field Sections |
|||
Custom Fields |
|||
Custom Client Types |
|||
Merge Fields |
|||
Contact Roles |
|||
Contact Groups |
|||
Contact Businesses |
|||
Files Roles |
|||
Lead Sources |
|||
Add/Edit Federal Holidays |
|||
Transactions | |||
Property Specific Timezone |
|||
Manual Intake Form |
|||
Agent Intake Forms |
4 | Unlimited | Unlimited |
Dotloop Import |
|||
SkySlope Import |
|||
Brokermint Import |
|||
Ability to Duplicate |
|||
Tasks | |||
Sub-Tasks |
|||
Assign Users & Roles |
|||
Dynamic Dates |
|||
Coloring |
|||
Recurring |
|||
Tags |
|||
Follow Up Boss Integrated |
|||
Task Automation | |||
Task Triggers |
3 | Unlimited | Unlimited |
Send Emails From Task |
|||
Add Emails to Queue |
|||
Schedule Trigger Emails |
|||
Send Emails Automatically |
|||
Send Texts From Task |
|||
Add Texts to Queue |
|||
Schedule Trigger Texts |
|||
Send Texts Automatically |
|||
Task Trigger Conditions |
|||
Task Locking |
|||
Emails | |||
Smart Blocks |
25 | Unlimited | Unlimited |
Merge Fields |
|||
Scheduled Emails |
|||
Auto Attach Documents |
|||
Auto Attach Contacts |
|||
Auto Attach Signature |
|||
Send Via Google Workspace API |
|||
Send Via Outlook API |
|||
Send Via SendGrid |
|||
API Email Inbox |
|||
API Email Property Sync |
|||
Documents | |||
Google Drive Sync |
|||
File Roles |
|||
Color Coding |
|||
Add Documents To Email |
|||
Split Documents |
|||
Merge Documents |
|||
Custom Status Buttons |
|||
Inbound Property Email Address |
|||
Add-on Documents |
|||
Contacts | |||
Contacts |
|||
Commissions | |||
Property Commissions |
|||
Total Reports Per Property |
1 | 3 | Unlimited |
Commission Templates |
3 | Unlimited | |
Reporting | |||
Total Reports |
1 | 3 | Unlimited |
Total Wigets Per Report |
4 | 4 | Unlimited |
DocuSign | |||
DocuSign |
|||
Messaging | |||
Messaging |
|||
Reference Documents, Tasks, Email, etc. |
|||
Send Messages to Agents |
|||
Send Messages to Clients |
|||
Send Messages to Team Members |
|||
Task Pipeline | |||
Filter By User |
|||
Filter By Team |
|||
Filter By Team Member |
|||
Property Filter Options |
|||
Property Dates | |||
Automatic Date Calculations |
|||
Add Dates to API's (Google & Outlook) |
|||
Send API Date Invitations |
|||
Templates | |||
Agent Intake Form Templates |
4 | Unlimited | Unlimited |
Task Templates |
|||
Email Templates |
|||
Text Templates |
|||
Document Templates |
|||
Field Templates |
|||
Date Templates |
|||
Property Templates |
|||
Teams & Roles | |||
Teams |
|||
Team Member Roles / Permissions |
|||
One-Sheets | |||
One-Sheets |
|||
Integrations | |||
Move Easy |
|||
SkySlope |
|||
Dotloop |
|||
Brokermint |
|||
Follow Up Boss |
|||
Stripe |
|||
DocuSign |
|||
Phone Calls | |||
Monthly Inbound & Outbound Minutes |
250 / user | 250 / user | 250 / user |
Additional Minutes |
+ 10 add'l 250 | + 10 add'l 250 | + 10 add'l 250 |
Portals | |||
Agent Portals |
FREE | FREE | FREE |
Client Portals |
FREE | FREE | FREE |
Agent & Client Portal Roles / Permissions |
|||
Tables & Segments | |||
Contact Tables |
|||
Contacts CSV Export |
|||
Property Tables |
|||
Property Table Cell Colors |
|||
Properties CSV Export |
|||
Texting | |||
Texts Per Month |
250 / user | 250 / user | 250 / user |
Additional Texts |
+$5 add'l 250 | +$5 add'l 250 | +$5 add'l 250 |
Importing | |||
Contacts |
|||
Task Templates |
|||
Email Templates |
|||
Text Templates |
|||
Properties |
|||
API & Webhooks | |||
API Access |
|||
Webhooks |
|||
Mobile | |||
Mobile |
|||
Support | |||
Live Chat |
|||
Facebook Group |
|||
Support Center (Articles and Videos) |
|||
Email |