Onboarding

Unlock Your Best Start with Agentli

You’ve signed up for the Real Estate PRO Plan - great choice!

Now, let’s make sure your CRM is set up the right way, so you can start closing deals faster.

Option 1: Plug & Play Onboarding

Get up and running immediately. We’ll handle all the essentials for you:

  • Set up your account and custom values

  • Complete A2P registration

  • Connect your domain

  • Set up phone numbers

  • Launch your website

  • Set up your account and custom values

  • Complete A2P registration

  • Connect your domain

  • Set up phone numbers

  • Launch your website

Once complete, you’re ready to start using your system without delay.

* Perfect for agents who want a fast, no-fuss start.

Cost: $499 one time

Option 2: Done-For-You Onboarding

Everything in Plug & Play plus:

  • A discovery call to understand your exact needs

  • Custom workflows designed for your business processes

  • Personalized website setup with your branding

  • Custom fields and automations built for your sales style

  • Calendars, pipelines, and communications tailored to your flow

We’ll only finish once your CRM feels 100% customized to your business.

* Best for teams who want a solution that fits them like a glove.

Cost: $1899 one time

Get Done-For-You