A real estate team CRM that routes every lead quickly and shows who's following up.
As a team grows, the hard part isn't getting leads. It's making sure each one reaches an agent quickly and gets worked. Alcreo routes new leads by the rules you set, sends a branded first reply right away, reassigns leads that aren't contacted in time and shows which sources turn into closings.
Teams buy plenty of leads. What happens after the lead arrives is harder to see.
As a team grows, follow-up gets uneven and leaders lose visibility. These are the common gaps:
Leads nobody claims
A new lead comes in and it isn't clear whose it is. By the time someone calls, the buyer has spoken to another team.
Uneven follow-up
Some agents follow up for months. Others call once and move on. Without visibility, it's hard to coach.
Unclear lead sources
You spend on portals, ads and open houses, but can't easily tell which ones close.
Long-term leads dropped
Leads who aren't ready get set aside when agents chase hotter ones.
Agents who leave with relationships
When an agent moves on, their notes and history can go with them unless the team owns the system.
Inconsistent messaging
Every agent sends different messages, so the team's brand feels uneven.
Routing, accountability and shared follow-up
These are team-level tools. Agents get a simple view of their own leads, and leaders see the whole pipeline.
Lead routing by your rules
Route new leads by source, area, price range or round robin, with an alert to the assigned agent.
Reassignment if no contact
If a lead isn't contacted within the time you set, it moves to the next agent on duty.
An automatic first reply
Each lead gets a branded text and email within a minute, before the agent even calls.
Team pipelines
See every lead and deal by stage and agent, with key dates and next steps.
Results by source and agent
Compare leads and closings by source and agent, so you know where to spend and who to coach.
Shared long-term follow-up
Leads who aren't ready get team-approved follow-up that continues no matter which agent owns them.
A team website
Neighborhood pages, home-value forms and agent profiles that send leads straight into routing. Growth can include an IDX listings embed.
Team newsletter and past-client touches
Consistent, branded touches to the team's database and past clients.
Team reviews after closing
Clients get a review request for the team after closing.
From a Saturday portal lead to a closed deal
A buyer inquires on a portal at 11 AM on a Saturday while most of your agents are at open houses. Here's how it could go.
Leads who go quiet move to shared follow-up, so the team keeps the relationship.
This is an illustration of how the system can work, not a specific customer's results.
- 11:02 AMLead routedThe lead goes to Sara by round robin. A branded text goes to the buyer right away.
- 11:17 AMReassignedSara is at a showing and hasn't called. The lead moves to Jess, who's on duty.
- 11:21 AMContactedJess calls and books a showing for Sunday.
- Week 3ActiveAfter touring, the buyer is set up with matching listings.
- Week 7PendingOffer accepted. The team lead sees the deal move to Pending.
- Week 11ClosedClosing day. A review request for the team goes out.
Set up for the way your team runs
Small teams, teams with inside sales agents and expansion teams each need a different structure.
Small teams
A lead agent and a few buyer's agents.
- Round-robin routing
- Automatic first reply
- Shared follow-up
- Team review requests
Teams with inside sales
ISAs qualifying leads before agents.
- Routing to ISAs first
- Qualification stages
- Hand-off to agents
- Results by stage
Expansion teams
Agents across several markets.
- Routing by market
- Separate pipelines per area
- Market-specific pages
- Leader dashboards
Keep your MLS and transaction tools. Run the team on one CRM.
Keep your MLS, transaction management and brokerage tools. Alcreo doesn't replace them.
What teams need is a CRM the team controls: routing that happens right away, follow-up you can see, results by source and agent, and a database that stays with the team as agents come and go.
During setup we import your team's database and past clients so routing, follow-up and past-client touches start right away.
Is Alcreo a good fit for your team?
It's built for teams of roughly 3 to 30 agents. Individual agents should look at our agent setup.
A good fit if
- Leads sometimes sit before anyone calls
- You can't easily see who's following up
- You want to know which lead sources close
- You want the team, not individual agents, to own the database
Probably not the right tool if
- You're a solo agent without other agents to route to
- You need brokerage back office, commissions or compliance review
- Your brokerage requires a specific CRM
Consistent consent rules across the team
When several agents text from one system, consent rules have to apply to everyone.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms.
Opt-outs honored team-wide
STOP replies and unsubscribes apply across the team, so an opt-out with one agent is an opt-out with all.
Registered business texting
We help you register your numbers for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Approved templates
Team leaders approve the automated messages agents send, so the team's communication stays consistent.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your real estate team website could look like
A team site that features your agents and sends every inquiry into routing.
Neighborhood and city pages help your team show up for searches like "real estate team in [your city]" and "homes for sale in [neighborhood]." Agent profiles, market reports and reviews build trust in the whole team.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your real estate team works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for real estate teams
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page team website with agent pages
- ✓CRM, team pipelines and routing
- ✓Automatic first reply, texting and email
- ✓Shared follow-up, past-client touches and reviews
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with neighborhood pages and an IDX listings embed
- ✓Routing, follow-up and reporting buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
On a team, AI is most useful for consistency: a quick, on-brand first reply to every lead, help drafting follow-ups for agents and routing rules you can describe in plain English instead of building by hand.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when a portal lead comes in, assign it round robin, text the buyer within a minute and reassign it if the agent hasn't called in 15 minutes" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from team leaders
Don't see yours? Book a 15-minute call and ask us directly.
Can leads route automatically to agents?+
Yes. Route by source, area, price range or round robin, with alerts to the assigned agent.
What if an agent doesn't follow up?+
If a lead isn't contacted within the time you set, it can be reassigned to another agent automatically.
Who owns the leads if an agent leaves?+
The team does. The database lives in the team's account, so contacts and history stay.
How many agents can use it?+
Launch includes up to 5 users. Growth includes unlimited users, which suits most teams.
Can team leaders approve message templates?+
Yes. Leaders approve automated messages so the team's communication stays consistent.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other real estate businesses we set up
Related: CRM & pipeline · Automations · AI receptionist · Business texting · Websites · Scheduling
Every lead routed, and every agent accountable.
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