Real Estate plan

Guides, permissions, workflows, and company operations.
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The Real Estate plan is designed for brokerages and real-estate teams that need settlement tracking, commission visibility, and follow-up accountability in one workflow.

Plan pricing
$24.99/month or $249.99/year (2 months free annually).
Additional seats: $7.99/month or $79.99/year per seat.

What is included today

  • Real Estate settlements workspace (create, list, detail, payment-level history).
  • Settlement-level payment tracking for each deal/transaction.
  • Commission split tracking (broker, referral, fees, net).
  • Commission summary report with date filtering.
  • Deal profitability report for margin visibility by deal/project.
  • CRM follow-up reminders (create, complete, overdue states).
  • Overdue follow-up visibility in client lists, pipeline, and dashboard widgets.
  • Real-estate role + entitlement gating tied to company mode and billing entitlement.

Real Estate help guides

Settlements workflow
Commission split tracking
Commission & profitability reporting
Overdue follow-ups & pipeline triage
Entitlement + role access controls

Core workflow

  1. Set your company business type to Real Estate during onboarding.
  2. Confirm subscription in Billing with the Real Estate plan.
  3. Track deals and follow-ups in CRM: Clients and Pipeline.
  4. Manage settlement records in Settlements.
  5. Review financial reporting in Commission Summary and Deal Profitability.

Access and entitlement rules

  • Real-estate pages are restricted to companies configured as Real Estate.
  • Access also requires active Real Estate entitlement via Billing.
  • If your company is on the Real Estate base plan, entitlement is included automatically.
  • Owner/Admin users should manage plan changes in Billing.

Roadmap / rolling out

  • Overdue SLA prioritization widgets (oldest overdue + quick triage).
  • Additional workflow acceleration for high-volume RE teams.