Brokerage CRM

Nobody buys a brokerage CRM for the features. You buy it to end a specific ongoing loss: every agent on their own tools means every departure exports your pipeline, every arrival needs bespoke training, and nobody can answer a simple question about office-wide lead flow. A brokerage CRM purchase is a standardization decision, and it should be judged on standardization terms — adoption, continuity, governance, and exit. Here is what BrokerFold offers on each, with the price on the page.

What’s included

• Twelve seats of the full CRM. Routing (claim or round-robin, configurable per team or lead source), behaviour timelines on every contact, staged nurture plans, Gmail sync, web push, and visitor-to-agent chat — the same machinery our team-scale CRM page walks through, at office width.
• The website that feeds it. This CRM is not sold bare: it ships inside the platform that runs your brokerage website, which is where its distinguishing signal — what contacts do on your listings — comes from.
• Uniform consent posture. CASL consent basis and expiry live as data on every contact, office-wide, instead of as forty different agents’ habits.
• Governance. Broker-level visibility into distribution, response, and pipeline health across all seats.

Deliverables

A deployed system, not a licence: seats provisioned for the office; routing rules configured per team; the brokerage’s database imported with consent fields intact; capture points on the brokerage site wired to the shared pipeline; nurture sequences staged in draft for management approval before a single automated send. New-agent onboarding thereafter is an invite, not a project.

Rollout process

1. Trial before commitment — fourteen days, no credit card. Run a pilot team on it while the office watches.
2. Configure routing per pod. Different teams keep different mechanics; reporting stays unified.
3. Migrate the database. Import with consent tracking; this is the moment your CASL posture becomes an asset instead of a risk register entry.
4. Seat the office and approve nurture. Management signs off on everything that sends under the brand.

Price

The Brokerage plan floors at $999 CAD monthly and carries a dozen seats; every seat past twelve is a flat $70. Published, month to month, no setup fee. The pricing page carries the full matrix. We publish the brokerage floor deliberately: in this category, “contact sales” pricing is usually a negotiation strategy, not a service.

Onboarding an office without a project plan

Adoption is where office CRMs go to die, so the rollout is shaped against it: pilot one pod during the trial, let the rest of the office watch the routing work, then seat people in cohorts. A seat activates with an invite, and the agent lands in a product that looks like the website they already know rather than an enterprise console. The honest adoption metric isn’t logins — it’s whether unclaimed-lead time falls, because that’s the number that means the office believes the system.

What the broker actually sees

Office-wide truth in one place: lead volume by source, assignment and response by agent, consent recorded on every contact, and the behaviour trail on any record a dispute lands on. This isn’t surveillance — it’s arbitration. When two agents remember a lead differently, the timeline settles it; when a vendor claims a channel converts, attribution answers; when a departure is being discussed, the pipeline’s history is already in the office’s system.

Who this is for

Brokerages replacing tool sprawl with a stack they can train, govern, and keep. Brokerages that recruit on technology and want the pitch to be concrete: seat, site presence, routed leads, day one. Growing independents that need enterprise-shaped capability without an enterprise procurement cycle. And any office where the answer to “what happens to the pipeline when a top producer leaves” is currently “it leaves with them.”

A candid boundary: if your brokerage model is deliberately hands-off — agents buy their own everything, the office is a banner — a central CRM will fight your culture, and adoption will lose. Our honest map of the Canadian CRM market covers which shapes fit which models, including the ones we don’t sell.

The continuity argument

Data continuity is the quiet number that dwarfs the subscription. When pipelines live in personal tools, agent attrition is a recurring database loss the brokerage never books as a cost. When they live in the brokerage’s system, offboarding is seat reassignment: the contacts, the consent records, the behaviour history, and the open conversations stay. Multiply your annual agent turnover by the value of a worked pipeline and the CRM decision starts looking less like a software purchase and more like retention insurance for the asset you already paid to generate. Recruiting inherits the mirror image: an incoming agent seated into a working system produces in days, with the office’s whole value proposition visible in the product rather than asserted in a slide deck.

What we’ll show, not say

No customer-count claims, no growth-percentage theatre. What we can demonstrate first-hand: production board infrastructure (TRREB live today; the Vancouver tri-board build awaiting production approval), compliance automation from VOW gating to consent expiry, and a product your least technical agent can be seated into in an afternoon. Pilot it with one team and let the office-wide decision follow the evidence.