Tasks
Open, overdue, and completed in one list—linked to deals or contacts, with status, due dates, and filters so nothing slips.
Built for solo agents. Ready for teams.
Less admin.More closings.
RivoCRM is a transaction-first CRM for real estate agents—every deal in one workspace.
Built for agents at brokerages like
Features
Everything you need to run deals—not a generic sales CRM.
Transactions, contacts, workflows, and insights—shipped today. Email send, SMS, and more are labeled clearly under Coming next.
Auto Plans
Buyer and seller workflows you apply once. Tasks and dates fill in, then resync when the timeline moves.
Calendar
Closings, key dates, and tasks in one month view—hover a deal to see status, workflow progress, and what’s next.
Contact details
Leads to clients with stages, tags, notes, and related deals—so you always know who is on the transaction.
Dashboard & Reports
Open deals, closing this month, pipeline, and smart views so your day starts with focus—not another empty dashboard.
Coming next
Shipped for deals today. More on the way.
Early bird pricing is for agents who want the transaction OS now and the communication layer as we ship it—honestly labeled, not vaporware.
Email send
Templates and compose are in the product today. Next up: connect your mailbox, send from deals and contacts, and keep a trail on the transaction.
SMS & texting
Reach clients where they actually reply—without leaving the deal. Planned for after email send ships.
What agents ask for next
Early bird customers help set the queue. Join now, tell us what slows you down, and watch the product get sharper around real closings.
Why agents use Rivo
Less admin between you and closing day.
Open a file, keep people attached, let the plan move with the dates, and start each morning knowing what matters.
One home for every deal
Property, people, dates, and tasks stay on the transaction. No piecing the story together from five tools before every call.
People stay with the deal
Leads, clients, and collaborators sit next to the transaction, not a contact list that forgets why you talked last week.
Plans that keep up
Apply a buyer or seller plan once. Inspection moves? Closing shifts? Dates and tasks move with it.
Your book, your way
Roles, fields, key dates, and templates match how you close. Shared book on Solo; personal books on Team.
Know what matters by 8am
Open deals, closing this month, overdue tasks, and new leads, so you're not guessing before the first showing.
Pricing
Simple plans for agents who close.
Early bird pricing while we grow. 14-day free trial on every plan. Cancel anytime.
Most popular
For individual agents
Solo
$49$29/moEarly bird
Billed monthly
Early bird for individual agents — you plus one assistant on a shared book
- 14-day free trial
- Early bird pricing — lock in $29/mo
- 2 seats — you + 1 assistant
- Transactions, contacts & tasks
- Shared book of business
- Auto Plans for deal workflows
- Email & SMS — on the roadmap
For multi-agent teams
Team
$99$59/moEarly bird
Billed monthly
Early bird for multi-agent teams — personal books and full agent roles
- 14-day free trial
- Early bird pricing — lock in $59/mo
- Up to 5 seats (admins & agents)
- Personal books of business
- Transactions, contacts & tasks
- Auto Plans for deal workflows
- Email & SMS — on the roadmap
Cancel anytime. Switch plans from billing settings.
FAQ
Questions & Answers
Still deciding? Ask us anything.
Real estate agents who want a transaction-first CRM—solo operators first, with a Team plan for small groups. If you live in deals (not generic sales pipelines), you're in the right place.
Yes. Both Solo and Team include a 14-day free trial with full product access so you can run real deals before you subscribe.
Solo is for individual agents: two seats (you plus one assistant) on a shared book of business. Team allows up to five seats, each with a personal book—ideal when multiple agents need private pipelines.
Yes. You can cancel from your account settings at any time. Your data remains available while your subscription is active.
Not yet for delivery. You can manage email templates and open compose from contacts and transactions; connected mailbox send is in progress. SMS/texting is on the roadmap after email. We don't claim either as shipped—see Coming next on this page.
If you want a clean place to run deals—transactions, contacts, tasks, Auto Plans—that's live today. Early bird pricing locks in the launch rate while we ship communications and other agent requests. You're buying the deal OS now, not a fake all-in-one promise.
Your CRM data is scoped to your organization and book of business. We use industry-standard encryption and access controls so agents only see what they should.
Ready to close more with less admin?
Start your free trial of RivoCRM. Full access for 14 days.
14-day free trial · Cancel anytime