Everything you need to run your business — the dashboard, the AI integration, the lead capture, the team controls. Connect your preferred AI model and put it to work on real estate, not just property descriptions.
Almost everything is in both plans. The Team plan adds oversight, sharing, and the Assistant / TC role.
| Feature | Individual $99/mo |
Team $149/mo · up to 3 |
|---|---|---|
| The dashboard you talk to | ||
| Unlimited contacts with tags, owned properties, and household links | ✓ | ✓ |
| Transactions with contingency dates, milestones, and document tracking | ✓ | ✓ |
| Calendar with Google + Microsoft sync | ✓ | ✓ |
| Tasks — one-off, recurring, and reusable task sequences | ✓ | ✓ |
| KPI tracking, goals, and weekly funnel | ✓ | ✓ |
| Buyer profiles for criteria matching | ✓ | ✓ |
| Brand profile (logo, colors, tone) the AI uses for drafting | ✓ | ✓ |
| Mobile-friendly dashboard | ✓ | ✓ |
| CSV export | ✓ | ✓ |
| AI integration | ||
| Connect your preferred AI model — Claude, ChatGPT, or any MCP-compatible app | ✓ | ✓ |
| 100+ MCP tools across CRM, transactions, calendar, email, nurture, marketing | ✓ | ✓ |
| Daily digest email at 8am with what's due, overdue, and scheduled | ✓ | ✓ |
| Smart contract filing — upload a PDF, dates and contacts get extracted | ✓ | ✓ |
| Database queries in plain English ("who owns a 3-bed in Civita?") | ✓ | ✓ |
| Bulk personalized email — same template, different context per recipient | ✓ | ✓ |
| Per-agent AI signature stays attached, never overwritten by the AI | ✓ | ✓ |
| Lead capture & nurture | ||
| Unlimited QR forms with custom branding (replaces $700/yr generators) | ✓ | ✓ |
| QR redirect-URL mode — point a code at a property page, video, or article | ✓ | ✓ |
| Open house auto-flow — sign-up form → CRM contact → nurture sequence | ✓ | ✓ |
| Lead nurture sequences — email, task, and wait steps | ✓ | ✓ |
| Per-campaign source, tags, and status applied automatically | ✓ | ✓ |
| Campaign analytics (views, signups, conversion, time series) | ✓ | ✓ |
| Communication | ||
| Gmail + Outlook integration (send, drafts, signature, attachments) | ✓ | ✓ |
| Multiple connected email accounts per agent | ✓ | ✓ |
| Send transaction documents with one click (signed link, 7-day TTL) | ✓ | ✓ |
| Email open tracking | ✓ | ✓ |
| Booking page with calendar availability (your branded slug) | ✓ | ✓ |
| Listings & transactions | ||
| C.A.R. contract date extraction (RPA, RLA, SFA, etc.) | ✓ | ✓ |
| Contingency timeline calculations with daily-digest reminders | ✓ | ✓ |
| Checklist templates (reuse the same listing or buyer workflow per deal) | ✓ | ✓ |
| Multi-party transactions (multiple sellers, buyers, agents) | ✓ | ✓ |
| DocuSign envelope linking + signed-PDF upload | ✓ | ✓ |
| Open-escrow email automation (escrow, title, lender, client, TC) | ✓ | ✓ |
| Teams & oversight | ||
| Assistant / TC role with permission controls (edit, delete, nurture, email-CC toggles per agent) | — | ✓ |
| Team-lead oversight — read across the whole team's pipeline | — | ✓ |
| Audit log of who edited what, when | — | ✓ |
| Shared deals — collaborate on a transaction without losing ownership | — | ✓ |
| Contact sharing with view or edit permissions | — | ✓ |
| Contact + transaction ownership transfers (with draft preservation) | — | ✓ |
| Co-listing — multiple equal principal agents on a single transaction | — | ✓ |
| Team-lead "on behalf of" QR form creation | — | ✓ |
| Team-lead signup alerts (notified on any agent's QR signup) | — | ✓ |
| Account & support | ||
| 30-day money-back guarantee | ✓ | ✓ |
| Cancel anytime | ✓ | ✓ |
| Hands-on onboarding | ✓ | ✓ |
| Up to 3 agent seats included (+$25/mo per additional seat) | — | ✓ |
Connect your preferred AI model — Claude, ChatGPT, or any MCP-compatible app. You pay them, not us.
Most CRMs let you look at data. These workflows let your AI do the work.
Transaction deadlines, overdue tasks, calendar items, and contingency dates in one reply. Also delivered as an 8am email if you prefer to start there.
Drop in an RPA, RLA, or counter. The AI extracts the contingency dates, files the document, and drafts the open-escrow emails to title, escrow, lender, TC, and client.
Print one QR. Visitors fill out a branded multi-step form. New contacts land in your CRM with the source and tags applied, and an introductory email goes out from your address shortly after.
Search by what you actually know — property type, neighborhood, view, tag. The AI surfaces off-market candidates and offers to draft outreach.
Tell the AI to send personalized updates to a list of contacts. Each email gets each recipient's context, not a copy-paste blast.
Bring on a transaction coordinator with their own account and per-agent permission toggles — edit, delete, nurture access, email-CC. They get what they need to help. They don't get the keys.
AI can help organize, draft, remind, search, and execute tasks. It can't make you care about your clients or build the relationship for you. RE-Efficient handles the busywork so you can spend more time on the part of the business that actually matters.
Sign up for an individual account or book a demo first. Backed by a 30-day money-back guarantee.