CRM for Brokerages
A CRM your whole brokerage can run on
No card needed. No contract.
Cost
Free for every agent
Add your whole team at no cost. Paid plans add marketing tools and are priced per user, with one plan for the whole brokerage.
| Plan | What it adds | Ten agents, per month |
|---|---|---|
| Free | CRM, Transactions, Property Management, website | $0 |
| Premium | Email and text campaigns, drips, AI drafting | $290 |
| Ultra | More allowances, advanced automations, priority support | $590 |
Owner and tenant portal accounts are never billed. See full pricing.
Built for a team
What changes when there is more than one agent
An individual agent needs a place to keep contacts. A brokerage needs to decide who sees what, who gets which lead, and who is being paid for.
Choose what each person can open
Every account has the CRM, Transactions, and Property Management. Decide which of them each person sees, so an agent who only works leads is not looking at leases.
Agents see their own book, brokers see everything
An agent sees the contacts assigned to them plus the shared pond. Owners, admins, and support see the whole database. This is enforced in the database itself, not just hidden in the interface.
Three ways to route a new lead
Website inquiries can go to a shared pond that agents claim from, rotate through a roster you control, or be assigned by the broker. Whoever is meant to get the lead gets an email about it.
Duplicate detection across the whole brokerage
A returning enquirer is matched against the brokerage-wide contact database by email and phone, then flagged as a repeat on the existing record instead of becoming a second contact under a second agent.
Free for the whole team
Everyone on your team uses Torelis free, and owner and tenant portal accounts are never billed. If you choose a paid plan, only active staff count, and the bill adjusts, prorated, as people join or leave.
Roles you can actually delegate
Invite people as admin, support, or member, and change a role later without rebuilding the account. Admin and support see all data; members see their own.
Lead routing
Three ways to hand out a lead
Set it once for the brokerage. Every inquiry from your website is routed the same way, and the right people are emailed.
Shared pond
The lead stays unassigned and any agent can claim it. First to respond owns the relationship.
Rotation
Leads cycle through a roster you control, so distribution stays even and you decide who is on the list.
Broker assign
Every lead goes to the broker, who decides where it belongs before any agent sees it.
Whichever model you pick, an inquiry from your Torelis website becomes a CRM contact on its own, matched against the brokerage-wide database first so the same person does not end up as two records under two agents.
When you need more
The CRM is one of three modules
All three come with every account. Choose which of them each person sees.
Transactions
The deal from contract to close, including the document and signature work that usually needs a second subscription.
About TransactionsProperty Management
Doors, leases, money, and the two portals your owners and tenants log into.
About Property ManagementAlso included
Questions
Brokerage questions, answered
How much does Torelis CRM cost for a brokerage?
Nothing. The CRM, Transactions, and Property Management are all part of Torelis Free, for every agent. Paid plans, from $29 per user, per month, add email and text campaigns, drips, and AI drafting.
Can we limit what each agent sees?
Yes. You choose which modules each person can open, so an agent who only works leads sees the CRM and not your leases. It does not change the price.
Can agents see each other’s contacts?
No, not by default. A member-level user sees the contacts assigned to them plus anything in the shared pond. Owners, admins, and support see the whole database. This is enforced by database row-level security rather than by hiding things in the interface.
How are website leads assigned to agents?
You choose one of three models. A shared pond leaves the lead unassigned for any agent to claim, rotation cycles through a roster you control, and broker-assign sends every lead to the broker to hand out. The relevant people are emailed when a lead arrives.
What happens when an agent leaves?
Deactivate them in your team settings. Their contacts stay in the brokerage database. On a paid plan the bill drops by one user, prorated for the rest of the month.
Does Torelis include transaction management and e-signature?
Yes. Every account has the Transactions module, with checklists, document templates, built-in e-signature, and commission splits.
Who is billed on a paid plan?
Every active staff user: brokers, agents, and office staff. Owner and tenant portal accounts are never billed, and invited people are not billed until they accept.
Can we mix plans, some agents on Free and some on Premium?
No. A brokerage is on one plan, so everyone has the same tools and allowances are shared across the team.
Comparing what you spend today? See a worked cost scenario. Working on your own instead? Torelis CRM for individual agents.
Set your brokerage up
Add your agents and choose what each one sees, free. No card, no contract, no setup fee.