CRM for small real estate brokerages, job by job
Quick answer
Most searches for the best CRM for small real estate brokerage teams end with five tools: a lead CRM, a transaction room, e-signature, a scheduler and a card processor. Omni Studio's real estate workspace, in early access, keeps leads, showings, transactions, the broker review and the KPI dashboard in one place, with every send waiting for approval.
CRM for small real estate brokerage teams and the rest of the stack
A real estate CRM rarely covers a small brokerage's whole stack. A brokerage with six agents has a lead CRM, a transaction room, an e-signature account, a scheduling link, a card processor, and the books, each with its own login and invoice. The table lists eight tools, with each vendor's list price read October 13, 2026.
We set up the workflows described here during Custom Build or Enterprise setup, using your records, tools, and approval rules. We agree on the scope with you first. Custom workflows are not included in the Pilot. Examples illustrate a possible setup, not a promise that every step is ready in a free workspace.
| Job | Common tool and list price | Omni Studio, status |
|---|---|---|
| Lead board | Follow Up Boss Grow $69 per user a month ($58 billed annually). BoldTrail and Lofty price by demo. | Lead board with nine stages, an owner, a score and the source on every lead. Scoped during setup. |
| Showings | Calendly Standard $10 per seat a month on the page's yearly billing view; monthly billing is also offered. | Candidate times, waitlist, reschedule and reminders, written to Google Calendar. Scoped during setup. |
| Transaction room | SkySlope Suite from $340 a month. Dotloop's pages did not load on October 13, 2026. | Omni's own transaction workspace, deal stages, 30 participant roles, documents, and tasks. Scoped during setup. |
| E-signature | DocuSign Personal $11 a month ($132 annual commitment); Standard $30 per user a month. | DocuSign through your connected account during setup. Live signing needs your own account. |
| Brokerage review | Usually a person with a checklist. | Fair Housing check on every marketing draft; broker review queue; the author cannot approve. Scoped during setup. |
| KPI reporting | A spreadsheet. | Speed to lead, closings, GCI, and commission splits with a definition on every number. Scoped during setup. |
| Card payments | Stripe 2.9% plus 30 cents per domestic card payment. | Connects to Stripe. You keep the account. |
| Property management | Buildium from $62 a month; AppFolio prices by demo. | Rent roll, leases, ledger, and tickets. Scoped during setup. |
Confirm lead-provider terms and prices separately. We scope Zillow or Realtor.com connections during setup. QuickBooks Online showed a promotional rate only, so its list price is not verified. Check each vendor's page before you buy.
What does the Omni real estate workspace cover for a brokerage?
We set up leads, showings, transactions, documents, and reporting around your brokerage. Confirm public pages, portal languages, and open-house intake requirements with our team before moving records.
Speed to lead counts only provider-evidenced first responses, so a reply an agent types into a note does not count. The commission split rows are labeled as not net income after expenses. Every number on the dashboard carries a definition, or says why it is unavailable.
Lead routing rules and scheduled reports are Custom Build work. A person on your team still approves and assigns each lead. Confirm public QR sign-in and portal language requirements during setup.
Which AI employee does which brokerage job?
Seven AI employees work in the real estate workspace, each with one job and a limit. AI employee Mia answers calls and chats, notes what each lead needs, and drafts tour requests without promising a time. AI employee Cody drafts factual follow-ups on listings, leases and rentals, with no promises about contract terms.
AI employee Reggie drafts reactivation and renewal messages for you to approve, one at a time. AI employee Sam checks licenses, insurance, training, trust reconciliation, consent and deadlines, and cannot file anything or move funds. AI employee Nora builds the operating report with the source and reconciliation status on each number.
AI employee Olivia watches renewals, vendors, move-ins, and move-outs and flags what needs a person. AI employee Hank drafts calm replies to complaints and summaries for escalation, without promising refunds or waivers. Sending, signing, spending and changing records wait for your approval, and the author of a listing or marketing draft can never approve it.
The AI for real estate agents article shows what each of the seven drafts for an agent in a week. The AI front office for real estate article follows one lead from the first call to a booked showing.
How does the broker review work?
We configure the brokerage review queue and approval responsibilities during setup. Your qualified reviewer checks listing and marketing wording before release.
The quality assurance for real estate article walks through that queue on a Monday morning. This is general information, not legal advice.
How a brokerage starts with Omni
For a brokerage, Omni Studio sets up and runs the workspace with you: the lead board, your reviewed forms, the portal and the connections. Talk to a person; Custom Build starts from $4,500 a month, and Enterprise is scoped with our team. The Pilot includes AI usage; see the pricing page for its current price after a free workspace of 14 days on sample data.
- Talk to a personName the tools you pay for and the jobs each one does. Omni connects to the apps Composio supports, which is 1,500+ apps, so ask about each one.
- Run the free workspace14 days on sample data. Open the lead board, a sample transaction and the review queue.
- License your formsYour reviewed forms enter the form library after a license review by a second qualified reviewer. Omni supplies no legal forms.
- Connect the accounts you keepGmail, Google Calendar, your Twilio number, Stripe, and QuickBooks. We connect your DocuSign account during setup.
- Move records and run one monthWe check each export file first. Keep the old CRM for one billing cycle and cancel after you approve the first month.
We scope the lead board and transaction workflow during setup. E-signature and the books connect. The one-on-one pages for Follow Up Boss, SkySlope and Buildium carry each vendor's claims with read dates, the brokerage section of the real estate page describes the managed setup, and the software stack guide explains the replace and connect rule. The full stack is on the real estate compare page. The compare hub links every workspace.
Frequently asked questions
Is there one CRM that does everything for a small brokerage?
This comparison covers tools for different brokerage jobs. Follow Up Boss covers leads, SkySlope covers transactions, DocuSign covers signing and Buildium covers rentals, each with its own price. Omni's real estate workspace keeps leads, showings, transactions, the broker review and the rent roll in one place, during setup, and connects to the signing and accounting tools you keep.
What does Omni not do for a brokerage yet?
We build lead routing rules and scheduled reports during Custom Build setup. A person assigns every lead. Confirm MLS or IDX provider access, portal languages, QR sign-in, tenant-screening scope, and third-party connections before relying on them. Signing needs your own DocuSign account.
Who sets up a brokerage on Omni?
Omni Studio sets up and runs the workspace with you: the lead board, your reviewed forms, the portal and the connections to Gmail, Google Calendar, your Twilio number, Stripe, and QuickBooks. Talk to a person; Custom Build starts from $4,500 a month, and Enterprise is scoped with our team. The Pilot includes AI usage; see the pricing page for its current price after a free 14-day workspace.
How does the Fair Housing review work?
We configure the brokerage review queue and approval responsibilities during setup. Your qualified reviewer checks listing and marketing wording before release.
Compare the full real estate stack, tool by tool
Sources
Checked October 20, 2026. Vendor prices retained here are the dated figures reported by the linked Omni comparison pages; confirm current vendor terms before buying. Fictional names, scenarios, and arithmetic are examples, not customer results.
- Real estate tool stack compared with Omni
- AI employees for real estate and rentals
- Custom Build AI workflows for your team
- Pricing: Pilot, Custom Build and Enterprise
- How Omni Studio works
- Meet the seven AI employees
- Security and control for AI employees
- CRM for small real estate brokerage, compared
