Real estate agents require clear client records and structured projects when managing buyers who pause their property searches. Workspace369 keeps client conversations, files, scheduling, proposals and invoices on one buyer record.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
An agent can update a property brief and keep the full search history intact, alongside the MLS tools the agent already uses.
Key facts
CRM for real estate agents at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "initiate client records" to "execute client portal collaboration".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Real estate CRMs lead for agents: Follow Up Boss (Grow from $69 per user a month, $58 billed yearly) lists connecting lead sources and lead distribution, Wise Agent ($49 a month) lists transaction management and drip campaigns, and Real Geeks bundles an IDX website. Workspace369 lists no IDX website, portal lead feeds, MLS feed or transaction management, so it fits only an agent who also runs a side service business and wants proposals, contracts and invoices on one record.
| Tool | Entry price (monthly) | Billed yearly | Lead capture and website | Transactions | Main limit | Trial |
|---|---|---|---|---|---|---|
| Follow Up Boss | $69 per user (Grow) | $58 per user a month | Any lead source, lead distribution; IDX websites as an integration | Deal tracking in feature list | Calling is a paid add-on | 14 days, card not stated |
| Wise Agent | $49 (CRM) | $42 a month | One landing page; no IDX named | Transaction management listed | Shared login for 5 members | 14 days, card not stated |
| IXACT Contact | $55 | $46.75 a month | Agent website, optional IDX | Not named | Text and Social Stream are add-ons | Free trial, length not shown |
| Top Producer | $179 per user (Pro) | Not shown | MLS integration, 320+ boards | Built-in transaction management | Website is $35 per user extra | Not shown |
| Real Geeks | $399 plus $500 setup | Same price in all term views | IDX website included | Not named | Lead packages cost extra | Demo, no trial listed |
| Workspace369 | $29 (Cadet, one user) | $23.25 a month | Funnels and intake forms; no IDX | Not listed | 5 active projects, 1 seat | 14 days, card required |
Prices and limits from each vendor's official pricing page, checked October 19, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
When a buyer lead changes criteria mid-search, critical details get lost in scattered texts. Agents struggle to update client records accurately. Without a structured file depository, old property proposals mix with new parameters. This causes confusion during active scheduling and project tracking, leading to mismatched property tours and wasted hours.
Real estate agents often manage multiple active conversations across different platforms. When a buyer pauses their property search, the context disappears. Reviving the lead weeks later requires digging through old messages. Without a unified conversation history attached directly to client records, agents lose track of previous feedback and specific preferences.
Pausing a property search disrupts the active task timeline. Agents find it difficult to halt current projects and reschedule future viewings. If tasks are not linked directly to client records, administrative oversight fails. This results in team members executing outdated assignments, preparing irrelevant property files, or missing critical follow-up dates completely.
When property briefs shift, initial proposals and fee structures often require revision. Real estate agents spend time manually recreating invoices and proposals from scratch. Without a client-work system to link updated client records to active proposals, billing errors can occur, delaying compensation and complicating basic brokerage administrative workflows.
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
The real estate agent establishes a new entry in client records immediately upon receiving a buyer inquiry. This profile stores the primary contact information, initial property preferences, and baseline budget constraints. The agent logs all initial conversations and uploads foundational files to set a clean baseline before scheduling any initial property consultations or drafting preliminary agency agreements.
The agent creates formal proposals detailing service terms and commission structures within the system. Once the buyer signs, the agent uses scheduling to book the first round of property viewings. All relevant property brief documents are uploaded to the files section, and initial project tasks are assigned to support preparation for upcoming property tours.
When a buyer lead pauses a search, the agent updates the project status and records the specific reason in the brief within the client records. Active scheduling blocks are cleared, and remaining tasks are marked as on hold. The historical conversation log stays on the client record, so the exact context of the pause is documented for future reference.
When the buyer resumes with a different property brief, the agent records the new criteria directly in the client records. New property proposals are generated to reflect the updated parameters. The agent uploads revised search files and creates fresh project tasks to align the operational workflow with the buyer's new geographic or structural requirements.
The real estate agent invites the buyer to the client portal to review the updated property proposals and scheduling options. The buyer accesses the latest files and confirms new viewing dates. The agent records these interactions in the client records, ensuring the active search workflow is fully updated and aligned with the buyer's new requirements.
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Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
The real estate agent moves the project to an on-hold stage and logs the details in the brief within the client records. This action allows the agent to retain existing conversations, historical files, and past scheduling data, keeping the full record intact until the buyer decides to resume the search.
Yes. You should record the new criteria in the brief section of the client records while maintaining the old documents in the files tab. This keeps a complete history of the buyer's changing market preferences without losing initial search data.
Workspace369 connects to other systems through webhooks and its API from Specialist. Map the events and fields you need, set permissions and test failure handling with sample records before you rely on the sync.
Real estate agents publish updated proposals and scheduling options directly to the client portal. Buyers log in to review the new files, confirm viewing dates, and maintain conversations. This ensures clear communication regarding the revised property brief without mixing up old project tasks or previous invoices.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
