Brivity CRM
4.4
54 votes
Open Brivity CRM in the morning and follow a simple playbook to move deals forward. Start by connecting your Gmail, syncing contacts, and turning on the dedicated phone/SMS line so calls and texts log to each record automatically. Import your sphere, tag buyer/seller types, and assign territories so new inquiries route to the right agent. Spin up as many property, neighborhood, or valuation pages as you need—auto-filled from your IDX feed—and pair them with capture forms, text-to-lead numbers, or QR codes for open houses. The AI Assistant drafts quick replies, welcome emails, and follow-up texts; approve and send in one click. Every interaction—call, text, email, form fill—lands on the timeline, triggering tasks, scoring, and segment updates.
Shift to nurture and marketing without leaving the dashboard. Build drip sequences for buyers, sellers, and past clients, with steps that adapt to behavior: clicked a listing, opened a CMA, or requested a showing. Schedule market snapshots that highlight active, under contract, and sold homes in a client’s area, and deliver them by email or text. Use predictive insights and lead scores to tee up your daily call list, then click-to-call while the system records notes and outcomes. For listing promotion, publish ad-ready landing pages and route responses by zip code. Keep lists clean with automated parsing from portals and forms; apply smart tags for hot, warm, and watch leads. The AI Assistant can also reword property highlights, generate subject lines, and propose next-touch dates based on engagement. more
Solo Agent
Custom
CRM <ul> <li>High Converting Drip Campaigns Smart Auto Plans Created by Top Agents Tasks, Notifications & more Market Reports & Listing Alerts Comparative Market Analysis (CMA) Reports Unlimited Texting & Dialer Robust Email Platform Brivity AI Write (Beta) - Additional Charges may Apply Depending on the Brivity Plan Purchased. Lead Parsing Agent Mobile app (Brivity GO) 1-click Marketing Transaction Management <ul> <li>Central Hub for Transactions from Contract to Close Transaction Auto Plans with Tasks, Emails, Texts, & Dates Client Portal for 24/7 Transaction Transparency Automated Client Update Emails Web Presence <ul> <li>Customizable IDX Website Home Valuation Lead Capture Single Property Sites Home Search Mobile App Open House Registration Advanced Lead Capture Unlimited Landing Pages Community Data (Walk Scores, School Ratings, Neighborhood Demographics, & Market Trends) Marketing <ul> <li>Automated Postcard, Folded Card & Letter Campaigns Professionally Designed Flyers & Brochures (Print or Download) Social Media Graphics for Listings & Recruiting Social Ads for Facebook & Instagram Instant Listing Videos QR Code Creation & Tracking New Designs Released Daily Reporting <ul> <li>Business Dashboard Monitor Agent Productivity Transactions Overview Set & Track Goals Support <ul> <li>Best-in-class Training Programs Exclusive Access to Mastermind Group US Based Phone Support Recruiting Powered by Recruiter.ai (Add-ons) <ul> <li>Access proven real estate job templates Syndicate job postings to top job boards Automatically Post Open Jobs to Career Page on Website AI-crafted Job Posts Syndicate to 100+ job boards AI-driven Social & Email Templates Candidate Nurturing & Tracking AI Talent Insight Reports Hire Top Talent with Market Data Syndicate Job Postings to Top Job Board Lead Generation (Add-On) <ul> <li>Google Buyer & Seller Leads Facebook Buyer & Seller Leads Lead Retargeting CRM Remarketing Dedicated Account Manager Brivity Virtual Assistant (Add-On) <ul> <li>Database Manager Inside Sales Associate Transaction Coordinator Marketing Coordinator
Small Team
Custom
CRM <ul> <li>High Converting Drip Campaigns Smart Auto Plans Created by Top Agents Tasks, Notifications & more Market Reports & Listing Alerts Comparative Market Analysis (CMA) Reports Unlimited Texting & Dialer Robust Email Platform Brivity AI Write (Beta) - Additional Charges may Apply Depending on the Brivity Plan Purchased. Lead Parsing Agent Mobile app (Brivity GO) 1-click Marketing Lead Ponds Transaction Management <ul> <li>Central Hub for Transactions from Contract to Close Transaction Auto Plans with Tasks, Emails, Texts, & Dates Client Portal for 24/7 Transaction Transparency Automated Client Update Emails Web Presence <ul> <li>Customizable IDX Website Home Valuation Lead Capture Single Property Sites Home Search Mobile App Open House Registration Advanced Lead Capture Unlimited Landing Pages Community Data (Walk Scores, School Ratings, Neighborhood Demographics, & Market Trends) Agent Subdomain Sites Text Lead Capture <ul> <li>Capture Leads Ready to Buy/sell via Text Unlimited Unique Keywords Nearby Listings Automatically Sent to Consumers Leads Synced to CRM Marketing <ul> <li>Automated Postcard, Folded Card & Letter Campaigns Professionally Designed Flyers & Brochures (Print or Download) Social Media Graphics for Listings & Recruiting Social Ads for Facebook & Instagram Instant Listing Videos QR Code Creation & Tracking New Designs Released Daily Reporting <ul> <li>Business Dashboard Monitor Agent Productivity Transactions Overview Set & Track Goals Support <ul> <li>Best-in-class Training Programs Exclusive Access to Mastermind Group US Based Phone Support Recruiting Powered by Recruiter.ai (Add-ons) <ul> <li>Access proven real estate job templates Syndicate job postings to top job boards Automatically Post Open Jobs to Career Page on Website AI-crafted Job Posts Syndicate to 100+ job boards AI-driven Social & Email Templates Candidate Nurturing & Tracking AI Talent Insight Reports Hire Top Talent with Market Data Syndicate Job Postings to Top Job Board Lead Generation (Add-On) <ul> <li>Google Buyer & Seller Leads Facebook Buyer & Seller Leads Lead Retargeting CRM Remarketing Dedicated Account Manager Brivity Virtual Assistant (Add-On) <ul> <li>Database Manager Inside Sales Associate Transaction Coordinator Marketing Coordinator
Mid-size Team
Custom
CRM <ul> <li>High Converting Drip Campaigns Smart Auto Plans Created by Top Agents Tasks, Notifications & more Market Reports & Listing Alerts Comparative Market Analysis (CMA) Reports Unlimited Texting & Dialer Robust Email Platform Brivity AI Write (Beta) - Additional Charges may Apply Depending on the Brivity Plan Purchased. Lead Parsing Agent Mobile app (Brivity GO) 1-click Marketing Lead Ponds Advanced Lead Routing Transaction Management <ul> <li>Central Hub for Transactions from Contract to Close Transaction Auto Plans with Tasks, Emails, Texts, & Dates Client Portal for 24/7 Transaction Transparency Automated Client Update Emails Web Presence <ul> <li>Customizable IDX Website Home Valuation Lead Capture Single Property Sites Home Search Mobile App Open House Registration Advanced Lead Capture Unlimited Landing Pages Community Data (Walk Scores, School Ratings, Neighborhood Demographics, & Market Trends) Agent Subdomain Sites Text Lead Capture <ul> <li>Capture Leads Ready to Buy/sell via Text Unlimited Unique Keywords Nearby Listings Automatically Sent to Consumers Leads Synced to CRM Marketing <ul> <li>Automated Postcard, Folded Card & Letter Campaigns Professionally Designed Flyers & Brochures (Print or Download) Social Media Graphics for Listings & Recruiting Social Ads for Facebook & Instagram Instant Listing Videos QR Code Creation & Tracking New Designs Released Daily Reporting <ul> <li>Business Dashboard Monitor Agent Productivity Transactions Overview Set & Track Goals Support <ul> <li>Best-in-class Training Programs Exclusive Access to Mastermind Group US Based Phone Support Dedicated US-Based Success Manager <ul> </ul> Recruiting Powered by Recruiter.ai (Add-ons)<ul> <li>Access proven real estate job templates Syndicate job postings to top job boards Automatically Post Open Jobs to Career Page on Website AI-crafted Job Posts Syndicate to 100+ job boards AI-driven Social & Email Templates Candidate Nurturing & Tracking AI Talent Insight Reports Hire Top Talent with Market Data<span style="display:none"> </span>Syndicate Job Postings to Top Job Board Lead Generation (Add-On) <ul> <li>Google Buyer & Seller Leads Facebook Buyer & Seller Leads Lead Retargeting CRM Remarketing Dedicated Account Manager Brivity Virtual Assistant (Add-On) <ul> <li>Database Manager Inside Sales Associate Transaction Coordinator Marketing Coordinator
Larger Team
Custom
CRM <ul> <li>High Converting Drip Campaigns Smart Auto Plans Created by Top Agents Tasks, Notifications & more Market Reports & Listing Alerts Comparative Market Analysis (CMA) Reports Unlimited Texting & Dialer Robust Email Platform Brivity AI Write (Beta) - Additional Charges may Apply Depending on the Brivity Plan Purchased. Lead Parsing Agent Mobile app (Brivity GO) 1-click Marketing Lead Ponds Advanced Lead Routing Transaction Management <ul> <li>Central Hub for Transactions from Contract to Close Transaction Auto Plans with Tasks, Emails, Texts, & Dates Client Portal for 24/7 Transaction Transparency Automated Client Update Emails Web Presence <ul> <li>Customizable IDX Website Home Valuation Lead Capture Single Property Sites Home Search Mobile App Open House Registration Advanced Lead Capture Unlimited Landing Pages Community Data (Walk Scores, School Ratings, Neighborhood Demographics, & Market Trends) Agent Subdomain Sites Text Lead Capture <ul> <li>Capture Leads Ready to Buy/sell via Text Unlimited Unique Keywords Nearby Listings Automatically Sent to Consumers Leads Synced to CRM Marketing <ul> <li>Automated Postcard, Folded Card & Letter Campaigns Professionally Designed Flyers & Brochures (Print or Download) Social Media Graphics for Listings & Recruiting Social Ads for Facebook & Instagram Instant Listing Videos QR Code Creation & Tracking New Designs Released Daily Reporting <ul> <li>Business Dashboard Monitor Agent Productivity Transactions Overview Set & Track Goals Support <ul> <li>Best-in-class Training Programs Exclusive Access to Mastermind Group US Based Phone Support Dedicated US-Based Success Manager <ul> </ul> Recruiting Powered by Recruiter.ai (Add-ons)<ul> <li>Access proven real estate job templates Syndicate job postings to top job boards Automatically Post Open Jobs to Career Page on Website AI-crafted Job Posts Syndicate to 100+ job boards AI-driven Social & Email Templates Candidate Nurturing & Tracking AI Talent Insight Reports Hire Top Talent with Market Data<span style="display:none"> </span>Syndicate Job Postings to Top Job Board Lead Generation (Add-On) <ul> <li>Google Buyer & Seller Leads Facebook Buyer & Seller Leads Lead Retargeting CRM Remarketing Dedicated Account Manager Brivity Virtual Assistant (Add-On) <ul> <li>Database Manager Inside Sales Associate Transaction Coordinator Marketing Coordinator
Custom Plans
Custom
CRM <ul> <li>High Converting Drip Campaigns Smart Auto Plans Created by Top Agents Tasks, Notifications & more Market Reports & Listing Alerts Comparative Market Analysis (CMA) Reports Unlimited Texting & Dialer Robust Email Platform Brivity AI Write (Beta) - Additional Charges may Apply Depending on the Brivity Plan Purchased. Lead Parsing Agent Mobile app (Brivity GO) 1-click Marketing Lead Ponds Advanced Lead Routing Transaction Management <ul> <li>Central Hub for Transactions from Contract to Close Transaction Auto Plans with Tasks, Emails, Texts, & Dates Client Portal for 24/7 Transaction Transparency Automated Client Update Emails Web Presence <ul> <li>Customizable IDX Website Home Valuation Lead Capture Single Property Sites Home Search Mobile App Open House Registration Advanced Lead Capture Unlimited Landing Pages Community Data (Walk Scores, School Ratings, Neighborhood Demographics, & Market Trends) Agent Subdomain Sites Text Lead Capture <ul> <li>Capture Leads Ready to Buy/sell via Text Unlimited Unique Keywords Nearby Listings Automatically Sent to Consumers Leads Synced to CRM Marketing <ul> <li>Automated Postcard, Folded Card & Letter Campaigns Professionally Designed Flyers & Brochures (Print or Download) Social Media Graphics for Listings & Recruiting Social Ads for Facebook & Instagram Instant Listing Videos QR Code Creation & Tracking New Designs Released Daily Reporting <ul> <li>Business Dashboard Monitor Agent Productivity Transactions Overview Set & Track Goals Support <ul> <li>Best-in-class Training Programs Exclusive Access to Mastermind Group US Based Phone Support Dedicated US-Based Success Manager <ul> </ul> Recruiting Powered by Recruiter.ai (Add-ons)<ul> <li>Access proven real estate job templates Syndicate job postings to top job boards Automatically Post Open Jobs to Career Page on Website AI-crafted Job Posts Syndicate to 100+ job boards AI-driven Social & Email Templates Candidate Nurturing & Tracking AI Talent Insight Reports Hire Top Talent with Market Data<span style="display:none"> </span>Syndicate Job Postings to Top Job Board Lead Generation (Add-On) <ul> <li>Google Buyer & Seller Leads Facebook Buyer & Seller Leads Lead Retargeting CRM Remarketing Dedicated Account Manager Brivity Virtual Assistant (Add-On) <ul> <li>Database Manager Inside Sales Associate Transaction Coordinator Marketing Coordinator
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