Agency plan

One AI platform for your whole team

Give every agent in your office a Real Assist AI — shared pipeline, live call intelligence, and full team visibility from a single workspace.

Set up your agency free → Talk to us
Team members
3
Permission roles
1
Shared workspace
Free
To get started

Built for how agencies actually work

Everything agents need on every call, plus the team layer your principal needs to keep everyone aligned.

🏢

Shared Agency Workspace

One agency account connects your whole team. All agents operate under the same workspace — no separate logins, no siloed data, no missed follow-ups.

✉️

Email Invitations

The principal or admin sends an invitation link by email. Agents accept in one click, pick their role, and are live in the workspace within seconds.

🔐

Role-Based Permissions

Owner, Admin, and Agent roles control exactly what each person can see and do — from managing members to viewing shared pipeline activity.

📋

Shared Property Pipeline

Every property added by any agent appears in the shared pipeline. Filter by status, category, or agent — your whole book of business, at a glance.

📝

Shared Notes & Activity

Call notes, activity logs, and reminders are visible across the team. If an agent is away, anyone can pick up a property and know exactly where it stands.

📊

Team Dashboard

See total members, active properties, and pending invitations from one dashboard. The principal gets a clear view of the whole team's pipeline health.

Your agency is live in minutes

No IT setup, no contracts. Just create your workspace and invite the team.

1

Create your account

Sign up free — takes under a minute. No credit card required.

2

Set up your agency

Name your agency and create the shared workspace from your dashboard.

3

Invite your team

Enter agent email addresses — they receive a link and join instantly.

4

Start calling

Every agent gets the full Real Assist AI. All activity feeds into the shared pipeline.

The right access for everyone

Three clear roles so your principal stays in control while agents get everything they need.

👑
Owner

Principal

Full control over the agency workspace.

  • Manage all team members
  • Invite & remove agents
  • View entire shared pipeline
  • Access all notes & logs
  • Full Real Assist AI access
🛠️
Admin

Office Manager

Manage the team day-to-day.

  • Invite new agents
  • View shared pipeline
  • Access all notes & logs
  • Manage reminders
  • Full Real Assist AI access
🏃
Agent

Sales Agent

All the tools, focused on selling.

  • Full Real Assist AI access
  • Add & manage properties
  • Log notes & activity
  • Set reminders
  • View shared pipeline

No agent works in isolation

When a property moves, the whole team knows. Notes, reminders, call logs and status changes are visible to everyone with access — so nothing slips through the cracks.

Call notes are shared the moment they're saved — no emailing summaries around
Reminders appear in the team pipeline so cover agents can follow up on time
Activity logs show who did what and when — full accountability, no guesswork
Status changes (Lead → Listing) are instantly visible across the whole team
Set up your agency →
Coast Property — Team
SB
Sarah Brennan
sarah@coastproperty.com.au
Owner
JM
Jake Mitchell
jake@coastproperty.com.au
Agent
PL
Priya Lal
priya@coastproperty.com.au
Agent
TK
Tom Kwon
tom@coastproperty.com.au
Invite pending
+
Invite a team member…
"Before every call, every agent in my team knows the property, the suburb, and the comps. We stopped winging it — the AI does the prep work for us."
Principal, boutique real estate agency · Australia

Ready to set up your agency?

Get the whole team on Real Saturday — free to start, no contracts, cancel any time.

Get started free → Talk to the team