For teams
Shared pipeline. Fair routing. Team accountability.
Running a team on a CRM that was built for solo agents means rebuilding basic features every week. BrokerFold has team-shaped features out of the box — roles, routing, reporting — without the enterprise price tag.
14 days free · no credit card · no sales call · billed in CAD
What's slowing you down
- × Hot leads go cold because nobody on the team is sure whose turn it is.
- × Your top producer works their leads; the rest of the team works their spreadsheets.
- × Every lead source needs a bespoke Zap to land in the right agent's queue.
- × You can't tell which agent is actually following up without scrolling through six different tools.
What changes with BrokerFold
Lead routing
Round-robin, shark-tank, by geography, by source — any rule you can describe. No Zap wizardry.
Team inbox
Shared visibility into every conversation. See who owns each lead and step in when it matters.
Accountability
Leaderboards, response-time dashboards, and per-agent reports your ISA can actually use.
The Today queue: who to call and why — claims, response clocks, and callbacks in one place.
Typical setup
- Shape
- Three to eight agents · $2M+ GCI · one team lead who cares about process
- Stack
- Any template · Team plan · lead routing + shared inbox
Recommended
Start on Team.
14 days free. No credit card. Upgrade when you outgrow it.
Fold your stack into one.
14 days free. No credit card. Your data stays yours.