| Core CRM |
| Active clients | Up to 150 | Unlimited | Unlimited |
| Client profiles, notes & timeline | ✓ | ✓ | ✓ |
| Automated follow-up sequences | ✓ | ✓ | ✓ |
| Broadcast campaigns | – | ✓ | ✓ |
| Campaign automation rules | – | ✓ | ✓ |
| Transaction Coordinator |
| Active transactions | Unlimited | Unlimited | Unlimited |
| 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 included | 1 | Up to 10 | Unlimited |
| Broker compliance dashboard | – | ✓ | ✓ |
| Packet reviews & approvals | – | ✓ | ✓ |
| Agent scorecards & pipelines | – | ✓ | ✓ |
| Advanced analytics & reports | – | ✓ | ✓ |
| Storage & Infrastructure |
| Document storage | 5 GB | 50 GB | Unlimited |
| API access | – | – | ✓ |
| Custom integrations | – | – | ✓ |
| SLA uptime guarantee | – | – | ✓ |
| Support |
| Email support | ✓ | ✓ | ✓ |
| Priority chat support | – | ✓ | ✓ |
| Dedicated account manager | – | – | ✓ |
| Custom onboarding & training | – | – | ✓ |
| Dedicated Slack channel | – | – | ✓ |