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Housing Market CRM Plans — Free, Pro and Business Compared

Tutorial 11 of 181 · 37 s

Open the product

Which Housing Market CRM plan is right for you? This tutorial opens Plan and billing and compares the three plans side by side. Free costs $0 and covers one user with leads, follow-ups, the pipeline, contacts, calendar and property analytics. Pro costs $29 per month for one user and adds publishing to the portals, email campaigns, lead scoring, buyer matching and branded vendor reports. Business costs $99 per month, includes 10 users and adds roles and permissions, lead routing, team reporting and deal tracking. We also show the Importer add-on for bulk property uploads.

In this tutorial you will learn

  • Where Plan and billing lives
  • What the Free plan includes
  • What Pro adds for a single agent
  • What Business adds for an office
  • What the Importer add-on is for

Follow along: the steps

  1. Open Plan and billing from Settings.
  2. Your plan shows what you are on today.
  3. Compare the three plans side by side.
  4. Free: one user, leads, pipeline, contacts and calendar.
  5. Pro, $29 a month: publish to portals, campaigns, lead scoring.
  6. Business, $99 a month: 10 users, roles, routing, team reports.
  7. The Importer add-on ($29/month) bulk-imports properties.