CoordyCRM is coming soon. We're in the final stages — launch is right around the corner. Watch the demo →
✓
Transactions closed
3 deals this week
✍
Live signing
Docs sent · awaiting 2
CRM software for real estate professionals

Close more deals
with smarter coordination

CoordyCRM is an all-in-one CRM and transaction-management platform that brings your clients, transactions, documents, and team into one workspace — so nothing slips through the cracks.

Free Trial → See a demo
Scroll
360°
Client view
100%
Transaction visibility
0
Missed follow-ups
All-in-one
CRM + Coordinator + Signing
Features

Everything your team needs

From the first client call to the final signature — CoordyCRM handles it all.

Client CRM
Full client profiles with notes, tasks, timeline, documents, and automated follow-up sequences — all in one place.
Transaction Coordinator
Track every deal through its lifecycle. Manage documents, checklists, key dates, and team assignments from contract to close.
E-Signature Portal
Prep signing fields on any PDF, send secure signing links, and track every signature in real time — no third-party app needed.
Document Management
Centralized form library with reusable packages and Google Docs integration. Build once — deploy to any transaction in seconds, consistently and without manual setup.
Smart Automation
Campaign scheduling, recurring tasks, broadcast messaging, and event-triggered follow-ups keep your pipeline moving automatically.
IDX Listing Pages
Agents get branded, MLS-connected IDX property search pages. Create and publish listing pages that capture buyer leads and funnel them directly into your CRM pipeline.
Why switch

One app instead of
nine subscriptions

Most brokerages stitch together a CRM, transaction coordinator, e-sign tool, storage, IDX site, email platform, and automation tool separately. CoordyCRM replaces the whole stack.

What you get
Feature
Your current stack
9 tools
On Coordy
One app
Growth
Client CRM
✕Follow Up Boss · $69
✓Included
Transaction coordinator
✕Dotloop · $29
✓Included
E-signatures
✕DocuSign · $45
✓Included
Document library
✕Dropbox · $15
✓Included
IDX search pages
✕Custom site · $99
✓Included
Email & SMS campaigns
✕Mailchimp · $50
✓Included
Workflow automations
✕Zapier · $29
✓Included
AI assistant
✕Not available
✓Included
Logins to manage
✕9+
✓1
Hours lost per week
✕6–10 hrs
✓0 hrs
Monthly total
Bottom line
Stack total
$387/mo
Coordy
$75/mo
See full pricing →
How it works

Set up in minutes

From your first login to a fully coordinated transaction — CoordyCRM gets your team up to speed fast.

1
Add your clients
Import existing contacts or create clients manually. Set preferences, notes, and tasks from day one.
2
Open a transaction
Create a transaction with the guided wizard. Attach documents, assign team members, and set key dates.
3
Prep & send for signing
Place signature fields on any PDF and send a secure signing link directly to your client — no printing required.
4
Close with confidence
Brokers review packets, approve compliance, and track every deal to the closing table in real time.

Stop juggling tabs.
Start closing deals.

Brokers and agents trust CoordyCRM to keep every client, transaction, and signature organized — from day one to the closing table.

360°
Client visibility
0
Missed follow-ups
All-in-one
CRM + Signing + Docs
Live walkthroughs

See exactly how solo agents and full teams run their day inside CoordyCRM — from first client contact to closed deal.

Watch the demo →
Get Early Access

Be first through
the door

CoordyCRM is almost ready. Leave your info and we'll email you the moment early access opens — no spam, just one email.

We'll only use this to notify you about launch. No spam, ever.

Integrations

CoordyCRM securely connects to the tools your business already uses. Each integration is opt-in — you choose what to connect, and we only request the access it needs.

Outlook
Outlook Cal.
OneDrive
SharePoint
Gmail
Google Cal.
Google Drive
Google Docs
Telnyx
Amazon SES
MLS
Coordy E-Signer E-Signer

CoordyCRM only requests access to your Google or Microsoft account after you explicitly connect it in Settings — nothing is accessed automatically. Gmail and Outlook access is used to sync your client email conversations into CoordyCRM. Google Calendar and Outlook Calendar access is used to two-way sync appointments and showings. Google Drive, Google Docs, OneDrive, and SharePoint access is used to store, generate, and share transaction documents. You choose which integrations to enable, and CoordyCRM never requests more access than the features you turn on require.

Ready to coordinate smarter?

Start your free account and manage clients, transactions, and documents — all from one place.

Free Trial → Sign In