Platform · CRM
Every lead, every tool, one workspace.
A real estate CRM that doesn't ask you to leave it. Calling, texting, email, pipeline, tasks, showings, automations, team — all in one screen. No Frankenstein of tabs.
Every capability
What's inside.
Leads
Captured from your BrokerFold site, Zillow, Realtor.ca, Facebook, Google, referrals — all in one inbox, deduplicated, enriched, and routed.
Pipeline
Drag-and-drop stages tuned for real estate: New → Qualified → Showing → Offer → Under Contract → Closed. Or build your own.
Contacts
Every person in your sphere in one searchable, filterable, taggable place. Import from CSV, Google, Outlook, or Follow Up Boss in 2 minutes.
Tasks & showings
Recurring tasks, showings that sync to Google and Outlook calendars, reminders on your phone — the boring work that makes deals close.
Calling
Click-to-call with a built-in dialer. Calls logged automatically. Local presence, call recording, SMS follow-up — no Twilio account to configure.
Texting
Two-way SMS from your BrokerFold number or your own. Conversations threaded by contact. Bulk send to a segment with personalization.
Template library, drip campaigns, open/click tracking. Gmail and Outlook connected — sends from your address, logged in BrokerFold.
Automations
'If lead captured from Facebook, assign to Sarah, send intro text, schedule 48-hour follow-up.' Visual builder, every trigger you need.
Migrate in a day
Coming from Follow Up Boss, KVCore, LionDesk, or BoomTown?
We'll import your contacts, leads, pipeline stages, tags, notes, and deal history. Most teams are fully migrated in under a day — with zero downtime on their ad spend or website leads.
Team plans include a guided migration. Brokerage plans include a dedicated success manager for the entire onboarding.
See it in action.
20 minutes, honest walkthrough. No pressure. If BrokerFold isn't a fit, we'll tell you.