Your website and your CRM.
The same system.
Everything in Starter, plus GenieCRM™ — leads, pipeline, tasks, drip campaigns and client alerts. An inquiry from your own listing page lands in your own pipeline with nothing in between: no export, no Zapier, no second login, no wondering which system has the right phone number.
What the Agent tier includes
What Agent is
Everything Starter does — the site, the MLS import, the area pages, the SEO — plus the CRM that works the leads it brings in. Pipeline, tasks, drip campaigns, client alerts, market reports and a pre-listing CMA tool, all on the same database as your website.
What Agent isn’t
A team platform. There is no team chat, team directory, commission tracking or two-way SMS — that is the Team tier. The five premium add-ons are available individually here, or bundled on Agent Pro.
Coming from Starter?
Upgrading is a license change, not a migration. Your site, your content, your search rankings and every record you already hold stay exactly where they are — the CRM simply switches on. Nothing is rebuilt and nothing is lost.
See what Starter includesOne system, from first click to closing
The website earns the lead. The CRM works it. Same database, same login, nothing in between.
GenieCRM™
Leads, pipeline, tasks, calendar sync, drip campaigns, client alerts and market reports — all in one place. No Zapier, no extra logins, no monthly seat fees.
Pipeline
Move every lead through a clean six-stage board, from New Lead to Closed. Drag and drop on desktop, tap to move on mobile.
Drip campaigns
Move a lead into a pipeline stage and the right email sequence starts on its own, built in a visual editor.
Form Bridge
Whatever form a visitor fills out becomes a CRM lead automatically — across every major WordPress form plugin, with an inspector to catch anything it did not recognize.
GenieCMA™
A professional pre-listing package in minutes — live comps, pricing tiers, estimated net proceeds, and a shareable link the seller keeps.
Client alerts
Saved searches that email your clients the moment a matching listing hits the market — and tell you they opened it.
GeniePortal™
Every client gets their own dashboard — saved searches, favorites, listing alerts and a direct line to their agent — linked live to their CRM record.
GeniePWA™
Turn your site into a fully branded app clients install straight from their browser. No App Store, no Google Play, no developer account.
Lead attribution
See which listings and pages a lead actually looked at, on their timeline, so your first call is about the home they keep coming back to.
Every lead, every stage, one view
Six stages from New Lead to Closed. Drag on desktop, tap to move on mobile. Moving a lead into a stage can start its email sequence on its own — no rule builder, no second tool.
The website earns the lead.
The CRM works it.
On Starter, an inquiry lands in your inbox and the rest is up to you. On Agent it becomes a record, on a timeline, in a pipeline stage — and the follow-up starts itself.
Any form, any plugin
Form Bridge reads submissions from every major WordPress form plugin and maps the fields by name automatically. An inspector shows anything it did not recognize, so you can map it yourself in a click rather than losing it.
No integration neededArrives with context
The lead lands carrying the listings and pages they actually looked at, and where they came from — organic search, a referral, a campaign. Your first call is about the home they keep returning to, not a cold introduction.
Source attributedFollow-up starts itself
Landing in a pipeline stage can start the matching email sequence without anyone pressing anything. Saved-search alerts keep going out while you sleep, and you see when they were opened.
Runs unattendedWalk into the listing appointment ready
A professional pre-listing package in minutes, built from live comps in your own database rather than a stale export. Pricing tiers, estimated net proceeds, and a link the seller keeps and revisits.
Add only what you need
Five premium modules are available individually on Agent. None are required — and if you want all five, Agent Pro includes them for less than adding them one at a time.
Agent, plus what you picked
$495/mo
Pick three or more and Agent Pro costs less.
“I feel like a lot of CRMs I've used in the past have been bloated with unnecessary options or redundancies and i just feel so much more streamlined in my day to day.”
Agent tier FAQ
What does Agent add over Starter?
Starter is a website. Agent is that same website plus the CRM behind it — leads, pipeline, tasks, drip campaigns, client alerts, market reports and tasks that sync to an agent’s own Google Calendar — and the lead capture that connects the two. An inquiry from your own listing page lands in your own pipeline without an integration in between.
Is upgrading from Starter a migration?
No. It is a license change. Your site, your content, your search rankings and every record stay exactly where they are — the CRM simply switches on. Nothing is rebuilt and nothing is lost.
Do I need Zapier or another integration tool?
No. The website and the CRM are the same system, running on the same database. There is nothing to connect, nothing to authorize and nothing to break at three in the morning.
Which form plugins does lead capture work with?
Form Bridge works across every major WordPress form plugin and maps fields by name automatically. An inspector shows you anything it did not recognize so you can map it yourself in a click.
Are there per-seat fees on Agent?
No. Agent is a flat monthly fee. Per-agent pricing only appears on the Team tier, which includes 15 agents flat before any additional-agent charge applies.
What are the add-ons and do I need them?
Genie Chat, Property Intelligence, Reputation Manager, Social Manager and GenieLayers are available individually on Agent. None are required. If you want all five, Agent Pro includes them for less than adding them one at a time.
Can my clients log in to my site?
Yes. GeniePortal gives every client their own dashboard with saved searches, favorites and listing alerts, linked live to their record in your CRM — so you see what they are looking at.
Comparing plans? See all four side by side →
