Plans built for teams, brokerages, and invited agents
Start with CRM and follow-up. Expand into dialer, buyer tools, and transactions as the rollout grows.
Team Launch
For a single team or office
- Website, CRM, tasks, and follow-up in one workspace
- Guided setup with brokerage or team-admin input
- Invited user access for agents and staff
- Smart plans, reporting, and mobile-first workflows
Growth Workspace
For teams adding outbound and buyer workflows
- Dialer, texting, scripts, and call activity
- Pipeline, buyer tools, and transaction support
- Admin-managed rollout across invited users
- Reporting, automation, and accountability workflows
Brokerage Rollout
For larger organizations and branded deployments
- Role-based access and team visibility
- Lead routing and workspace operations
- Brand, migration, and launch planning
- Structured rollout support for larger orgs
What this rollout model solves
Organization-managed access
Workspaces are provisioned for brokerages, teams, and invited agents instead of individual self-serve checkout.
Guided rollout
We handle rollout planning, workspace setup, and launch sequencing with your admin team before users go live.
Module-based deployment
Start with CRM and follow-up, then add dialer, buyer tools, transactions, and deeper operations as the workspace expands.
How rollout works
Step 1
Scope the workspace
We review team structure, workflows, and the modules your admin team wants live first.
Step 2
Configure the rollout
We coordinate setup, branding, permissions, and launch timing before invited users sign in.
Step 3
Invite users and launch
Workspace access is provisioned by the organization, then agents and staff sign in on supported devices.