Zay CRM · For 5-15 agent brokerages and real-estate teams

CRM for real estate teams
that fits.

Listing pipeline + buyer pipeline + closing checklist + e-sign for agency disclosures + automated drip + IDX-friendly. $400/mo flat for 15 seats. Made in Fort Lauderdale by Zay CRM.

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The 15-seat math

$400/mo flat, not $100/seat × 15 = $1,500.

A 15-person real estate teams team on HubSpot Sales Hub Professional pays roughly $1,500/mo (15 × $100/seat list, May 2026). On Zay CRM Growth: $400/mo flat. Month-to-month. Cancel any time. Full vs HubSpot →

Workflows

What real estate teams actually run on it.

Listing pipeline
Pre-list → CMA → signed listing agreement → on-market → under contract → closed. Each stage triggers checklist.
Buyer pipeline
Inquiry → buyer consultation → pre-approval → tours → offer → under contract → closed.
Disclosure + agreement e-sign
Listing agreement, buyer rep agreement, disclosures — e-sign in the CRM, audit log included.
Automated drip
Sphere-of-influence drip (quarterly check-ins), nurture for cold buyers (monthly market update), past-client annual review.
Closing checklist
Title / inspection / appraisal / financing milestones. Auto-tasks the listing agent + transaction coordinator.
Per-agent attribution
Lead routed to agent. Commission split tracked. Year-end production summary auto-generated.
Integrations

Stack that fits the workflow.

DocuSign-style e-sign (built in)
No third-party — disclosures signed inside the CRM.
Calendly
Showing requests auto-import as tasks against the listing.
Twilio (managed)
Compliant A2P SMS for buyer drip and showing reminders.
Google Calendar + Microsoft 365
Showings + open houses sync both ways.
Stripe
Earnest money holding + commission rebate workflow.
Public API
Push closed deals to your QuickBooks or commission-tracking stack.
Pricing

Flat tier. No per-seat math.

Starter $100/mo · 5 seats included. Growth $400/mo · 15 seats (recommended for real estate teams). Pro $950/mo · 50 seats. 20% off annual. 7-day trial. Full pricing matrix →

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FAQ — real estate teams
Is this an IDX-integrated CRM?+

Not natively. Zay CRM is the contact + pipeline + transaction layer. IDX listings live in your MLS integration (kvCORE, Boomtown, Sierra Interactive, or a raw IDX feed). Lead capture from those feeds flows to Zay via webhook or Zapier. The Zay CRM strength is everything that happens after the lead lands.

How does this compare to Follow Up Boss, kvCORE, or Boomtown?+

Different categories. kvCORE and Boomtown are listing + lead-generation platforms with a CRM bolted on. Follow Up Boss is a CRM-first product designed specifically for real estate. Zay CRM is a horizontal small-team CRM with the real-estate-friendly features (e-sign, drip, calendar sync, pipeline templates). Pick FUB if you need RE-specific deep features. Pick Zay if you want a broader-purpose tool with flat tier pricing.

Does it handle teams with multiple agents and commission splits?+

Yes. Per-deal attribution to the listing agent + buyer agent + transaction coordinator. Commission split fields are first-class. Year-end agent production rolls up by listing side, buyer side, and total.

Is it good for a South Florida real-estate brokerage?+

Yes. Built in Fort Lauderdale, customers across Miami, Boca Raton, Palm Beach, Aventura, and Coral Gables. South Florida zip-code-level drip lists work natively. See sibling pages: /miami-crm, /boca-raton-crm, /aventura-crm.

HIPAA tier for real estate handling buyer financial info?+

Standard Zay CRM is not HIPAA — that's a healthcare framework. For real estate buyer financial sensitivity (SSN, financial statements during pre-approval), the Pro tier with SSO + audit-log export is usually sufficient. For higher-grade controls (encrypted-at-rest, dedicated infra, signed DPA) talk to us about Zay Custom.

Related

Other pages worth a look.

Miami CRM →
Boca Raton CRM →
South Florida CRM →

Pipeline running before lunch.

7-day trial. $400/mo flat for $15 seats. Built and supported from Fort Lauderdale.

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