All-In-One CRM For Real Estate Agents & Brokers
All-In-One CRM For Real Estate Agents & Brokers
All-in-One Real Estate Platform with or without IDX Integration
Built for Real Estate Agents & Brokers. Buy or Sell
Manage leads, automate follow-ups, track IDX activity, and close more deals - all from one intelligent workspace built for agents and brokers
Fully Operational Website Included!
Real Estate CRM with Seamless IDX Integration
Looking for an all-in-one real estate CRM that works effortlessly with IDX listings - without the complexity?
Meet Agentli's Real Estate Snapshot - your plug-and-play solution designed to bring IDX data directly into your CRM, so you can manage, engage, and convert leads without switching tabs or losing context.
View listing activity, saved properties, and search behavior right inside each contact’s profile. Track user engagement in real time, gain actionable insights, and follow up with precision.
Our custom IDX dashboard shows you exactly what your leads are doing - from saved searches to favorite listings - and gives you the tools to call, email, or text them instantly with full context.
Agentli helps you stay organized, automate follow-ups, and close more deals - all from one intelligent platform built for real estate professionals.
Automation Workflows
From lead capture to closed deals, Agentli keeps everything moving with powerful automations:
Lead nurturing tailored to source and stage
Follow-up workflows that respond to activity triggers
Smart task management from first contact to final sale
A full year of automated weekly nurture emails
Instant alerts for you and your team
Dynamic client scores based on IDX engagement
Property updates auto-sent from saved searches
Automation Workflows
From lead capture to closed deals, Agentli keeps everything moving with powerful automations:
Welcome emails and booking prompts for new leads
Long-term nurture sequences spanning 52+ weeks
Auto-updates that shift with each pipeline stage
Polished templates for showcasing new listings and market updates
Perfect for both one-off campaigns and fully automated sequences.
Funnels & Lead Capture
Agentli's snapshot includes two high-converting funnels that double as lightweight websites or lead capture tools:
Buyer Funnel: Engage motivated buyers with a consultation CTA and downloadable Buyer’s Guide lead magnet (not included).
Seller Funnel: Offer instant home valuations and scheduling options designed to attract serious sellers.
Each funnel is optimized for conversion and can be customized to match your brand.
More than you think. Way More.
You’re not just getting a real estate CRM - you’re unlocking a full suite of tools to automate, engage, and grow across every part of your business. Our CRM goes beyond listings and pipelines with powerful features that save time, boost client engagement, and put your brand everywhere it needs to be.
Here’s what else is included:
AI Voice & Chat Agents
Google & Facebook Review Automation
Social Media Post Scheduler
Smart Calendar with Booking & Reminders
SMS, Email & WhatsApp Campaign Builder
Call Tracking & Recording
Website & Funnel Builder
Survey & Form Builder
Built-In Reputation Management
Two-Way Texting Inbox & Mobile App
Contact Tagging & Smart
Full Reporting & ROI Dashboards
Real Estate CRM Plans Made Simple
From lead management essentials to fully customized IDX solutions - choose the plan that matches your real estate business.
Real Estate PRO
All the tools you need to manage leads and grow your real estate business.
- Full Operational Website
- Automations & Workflows
- 2 Way Text & Email Conversation
- Email Marketing & Templates
- Website & Funnel Builder
- Calendar & Appointments
- Forms & Surveys
- Reputation Management
- Social Media Planner
- Opportunity & Pipelines
- Proposals & Estimates
- Billing & Invoices
Real Estate IDX
Showcase live MLS listings with a professional IDX website.
- IDX Integration
- IDX Automations
- Full Real Estate Website
- Plug & Play Onboarding
- A2P Registration
- Domain Set up
- Emails Set up
Real Estate IDX + Custom Setup
A fully tailored IDX solution built for your brand and market.
- Fully Customized Onboarding according to your needs
- Weekly Training
All plans include free trial period.
Your Questions, Answered
Everything you need to know about setup, trial, and pricing before getting started.
What is the Real Estate Snapshot?
It’s a prebuilt setup inside Agentli CRM designed for real estate agents and brokers. It includes pipelines, automations, email/SMS templates, calendars, funnels, and a branded website - all ready to use.
Do I need to build everything from scratch?
No. The Snapshot comes fully loaded. You just plug in your business details (logo, domain, email, phone), and you’re ready to start capturing and nurturing leads.
How much does Agentli CRM cost?
Our Real Estate plan starts at $199/month. This includes all CRM features, automations, websites/funnels, email/SMS marketing, and mobile app access.
Are there setup or onboarding fees?
No mandatory fees. You can self-onboard using guides included. If you want our team to do custom setup and branding for you, there may be a one-time service fee.
Is there a free trial?
Yes. We offer a 14-day free trial so you can test the CRM, Snapshot, and automations before committing.
How does billing work after the trial?
Once your trial ends, the card you placed on file will be charged automatically. You can cancel anytime from your account.
Can I upgrade later?
Yes. You can move to higher plans that include IDX Integrations, AI Voice Agents, premium support, or advanced automations whenever you’re ready.
Can I use my own domain for my website and funnels?
Yes. You can connect your own domain (e.g., www.yourrealestatebrand.com
) so all your landing pages, funnels, and emails are fully branded.
Can I import my existing contacts and leads?
Absolutely. You can upload your CSV file into the CRM, organize contacts with tags or SmartLists, and immediately start running them through your pipelines and automations.
Does the Snapshot work for teams, or just solo agents?
Both. Solo agents can run everything themselves, while teams can assign leads, share calendars, and track performance by agent inside the CRM.