✦ Basic
Basic
For individual agents ready to level up their business
$ 49 /mo
Billed monthly  ·  No contracts
What's included
  • Full Client CRM (up to 150 clients)
  • Transaction Coordinator (unlimited deals)
  • E-Signature portal & signing links
  • Document library & form packages
  • Automated follow-up sequences
  • 5 GB document storage
  • Email support
Get started →
◆ Enterprise
Enterprise
For larger brokerages that need custom scale and support
Custom
Tailored to your agent count & needs
Everything in Plus, plus
  • Unlimited agents
  • Dedicated account manager
  • Custom onboarding & training
  • Advanced audit logs & reporting
  • SLA-backed uptime guarantee
  • Custom integrations & API access
  • Unlimited document storage
  • Phone & dedicated Slack support
Contact sales →

Frequently asked questions

Everything you need to know before you start.

Yes — you can upgrade or downgrade at any time. Changes take effect on your next billing cycle, and we'll prorate any difference automatically.
We offer a 14-day free trial on all plans — no credit card required. You'll have full access to every feature so you can evaluate CoordyCRM with real transactions.
An agent is any user with an agent or team-leader role who can log in and manage transactions. Broker accounts and read-only viewers don't count toward your agent seat total.
Yes. The e-signature portal, signing links, field prep, and multi-document packets are included in every plan at no extra cost. There's no per-signature or per-envelope fee.
Enterprise is a custom agreement tailored to your brokerage size, SLA requirements, and integration needs. Contact our sales team and we'll put together a proposal within one business day.

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Compare all plans
Basic
$49 / mo
Plus
$199 / mo
Enterprise
Custom
Core CRM
Active clientsUp to 150UnlimitedUnlimited
Client profiles, notes & timeline
Automated follow-up sequences
Broadcast campaigns
Campaign automation rules
Transaction Coordinator
Active transactionsUnlimitedUnlimitedUnlimited
Document management & forms
Checklists & key dates
Document packages & templates
Team & collaborator access
E-Signatures
Signing portal & secure links
Field prep & signer assignment
Multi-document signing packets
Signing order & workflows
Broker & Team Tools
Agents included1Up to 10Unlimited
Broker compliance dashboard
Packet reviews & approvals
Agent scorecards & pipelines
Advanced analytics & reports
Storage & Infrastructure
Document storage5 GB50 GBUnlimited
API access
Custom integrations
SLA uptime guarantee
Support
Email support
Priority chat support
Dedicated account manager
Custom onboarding & training
Dedicated Slack channel