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For brokerages

Twenty agents, twenty systems, no shared view

A white-label CRM the brokerage owns — office and team hierarchy, firm-wide reporting, and tenant data isolated at the database rather than in the interface.

The book of business stays with the firm

When production lives in twenty agents’ personal tools, the brokerage owns none of it, and every departure is a silent data loss you find out about later. An account-level system is the difference between a firm with a database and a firm with twenty databases it cannot see.

Hierarchy that matches the org chart

Offices, teams, then agents, with permissions at each level. Flat access models work until the second office and become a liability at the third — usually at the exact moment somebody asks a question you cannot answer without a spreadsheet.

Isolation your counsel can read

Tenant separation is enforced with row-level security in the database. That is a claim you can hand to a lawyer, unlike "the application checks permissions", which is only true until one code path forgets to.

Nothing goes out under the firm’s name unread

Every outbound message from every agent — SMS, email, AI voice, social — drafts into an approval queue and waits for a human. At brokerage scale that is a supervision property: the firm carries the liability for what its agents send, and this is a defensible answer to how that is controlled.

What the Brokerage plan adds

For a brokerage running offices, not just agents. $499 a month with 25 seats included and up to 250,000 contacts; extra seats $10 each — lower than the team rate, because at this scale the number that matters is the marginal agent.

  • Everything in Team
  • Brokerage controls
  • Brokerage-wide reporting
  • Office and team hierarchy
  • Brokerage administration
  • Organization-level permissions

Where a brokerage actually leaks

Usually not where the monthly report looks. Response time is the cheapest thing to fix and the least visible — the speed-to-lead calculator prices it per agent, holding the close rate constant so the difference is purely conversations that never happened. Run it for your slowest three agents and the number is usually larger than the software.

Common questions

What should a brokerage look for in a CRM?

Three things an agent-level tool cannot give you. First, that the book of business belongs to the brokerage rather than to whichever personal CRM each agent happens to use, so production does not walk out with a departing agent. Second, a hierarchy that matches how the firm is actually organised — offices, teams, then agents — because flat permissions stop working at about the third office. Third, isolation you can describe to your counsel: who can see what, enforced somewhere other than the user interface.

How much does a CRM cost for a brokerage?

RealTeaCRM's Brokerage plan is $499 a month, including 25 seats and up to 250,000 contacts. Additional seats are $10 each per month — deliberately lower than the team rate, because the cost that matters at brokerage scale is the marginal agent. Messaging, AI and websites are optional add-ons on your own providers.

Can we white-label the CRM under our own brand?

On the Brokerage plan, yes — custom domain, logo, brand colours and sender identity per account, with an optional "powered by" toggle. Each tenant re-skins without a rebuild. Agent pages can be served under the brokerage’s own domain rather than ours, so the public-facing surface is the firm’s brand rather than a vendor’s.

How is one brokerage’s data kept separate from another’s?

With row-level security in Postgres, so the isolation is a property of the database rather than of the application code above it. The practical difference: an application-level check can be bypassed by any code path that forgets to call it, whereas a row-level policy applies to every query including ones written later by someone who did not know about it.

Do agents keep their own client relationships?

Yes, and this is deliberate. The creator owns what they create — typed and imported records claim for the person who entered them, and routing applies only to leads that arrive with no human attached. The CRM surfaces conflicts rather than refereeing ownership; who a client belongs to is a question for the humans and the brokerage’s own policy, not for software to decide unilaterally.

The firm owns the database, not the departing agent

RealTeaCRM is in beta, and this page carries no customer logos or counts because there are none to quote honestly. What it does carry: $499 a month for 25 seats, white-labelling on your own domain, and row-level isolation you can put in front of counsel.

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