Choosing a CRM for a real estate team in Canada
What a real estate team should demand from a CRM — and a straight answer about where Realtor Desk is not yet the right choice for one.
A team CRM has to answer one question a solo CRM never asks: who owns this lead right now. Realtor Desk does not answer it today. This page is a buyer’s guide rather than a pitch, and it says where we fit and where we do not.
Start here: we are not a team CRM today
Realtor Desk is single-user. There is no seat model, no lead assignment, no shared pipeline and no team reporting. The Team plan is a price tier, not a set of collaboration features, and we would rather you read that in the first paragraph than discover it after migrating.
If you run a team of three or more with shared lead flow, buy something built for that. The rest of this page is what we would tell a friend to check before they do.
The five questions that separate team CRMs
First, assignment: how does a lead get an owner, and what happens when that person is on holiday? Round-robin is the usual answer; ask what happens on the edge cases. Second, visibility: can a team lead see everyone’s pipeline without being able to trample it? Third, accountability: when a lead goes cold, does the system show who let it, and is that information usable without being punitive?
Fourth, offboarding: when an agent leaves, do their contacts stay with the team, and how much work is that transfer? This is the question most teams only ask once, at the worst moment. Fifth, billing: is it per seat, and does a part-time assistant cost the same as a producing agent?
The Canadian layer, which applies at any size
CASL does not scale down. A team sends more email from more people, which multiplies both the consent question and the risk that somebody mails a list they should not have. Ask whether consent is enforced at send time or left as a filter a campaign builder has to remember.
Ask where client data is hosted, and ask whether the interface and client-facing email work in French if any part of your market is francophone. Those are the areas where US-built platforms most often have a gap, and where the answer is usually available before you sign anything.
If you are one agent, or two who work separately
Then the team question may not apply yet, and we may well fit: a single-user CRM with scoring, a conversation timeline per client, CASL-aware email, bilingual support, data in Canada and $149 CAD a month. The
solo agent page covers that case properly.
Common questions
If you are working solo
That is the case we serve well. $149 CAD a month, bilingual, hosted in Canada.
Does Realtor Desk support real estate teams?
Not today. There is no seat model, no lead assignment, no shared pipeline and no team reporting. The $299 Team plan is a billing tier rather than a set of collaboration features.
Is team support on the roadmap?
Nothing is committed with a date, and we are not going to imply one. Treat the product as single-user when you evaluate it.
What should a team look for instead?
Assignment rules including holiday and edge cases, pipeline visibility without trampling, cold-lead accountability, what happens to contacts when an agent leaves, and whether billing is per seat.
Does CASL work differently for a team?
The law is the same, the exposure is larger — more senders, more lists, more chances someone mails without consent. Ask any vendor whether consent is enforced at send time or left as a filter.
Can two agents share one account?
Please do not. A shared login has no audit trail and breaks the consent record, which is the part you would most want to be able to produce later.