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Totality RE: What Real Estate Brokers Need to Know About Their CRM Software

By Elena Carter3 min read 437 views
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Totality RE: What Real Estate Brokers Need to Know About Their CRM Software

What Is Totality RE?

Totality RE is a cloud‑based Customer Relationship Management (CRM) platform specifically designed for real estate brokerages. It combines lead management, transaction tracking, marketing automation, and analytics into a single dashboard, aiming to streamline the entire brokerage workflow from prospect to close.

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Core Features and Functionality

Lead Capture & Nurturing

Automatic import of leads from MLS feeds, social media, and web forms. AI‑driven segmentation assigns lead scores, enabling brokers to prioritize follow‑ups.

Transaction & Deal Management

Centralized deal board tracks all active listings, offers, and closings. Integrated e‑signature and document storage reduce paperwork.

Marketing Automation

Template library for email, SMS, and direct mail campaigns. Drip workflows trigger based on lead activity or property status.

Analytics & Reporting

Real‑time dashboards show key metrics: conversion rates, commission revenue, marketing ROI, and agent performance.

Integration Ecosystem

Native connectors to major MLS systems, accounting software, and marketing tools. API access allows custom integrations.

Pricing Structure

Totality RE offers tiered plans based on brokerage size and feature needs. Below is a concise overview:

PlanAgents IncludedMonthly Price (USD)Key Add‑Ons
Starter1–10$49Basic lead capture, email templates
Growth11–50$89Advanced segmentation, SMS campaigns
Enterprise51–200$149Custom API, priority support

All plans include a 14‑day free trial. Annual subscriptions receive a 10% discount.

Why Brokers Choose Totality RE

  • Industry‑Specific Design – Features like MLS feed parsing and commission tracking are built‑in.
  • Scalability – Works for solo agents and large brokerages with thousands of transactions.
  • Unified Data – Eliminates duplicate entries across spreadsheets and separate tools.

Implementation and Support

Onboarding Process

Typical rollout takes 2–4 weeks: data migration, agent training, and custom workflow setup. The vendor provides a dedicated implementation specialist.

Customer Support

24/7 chat support, knowledge base, and quarterly webinars. On‑premise clients receive on‑site assistance.

Comparison with Competitors

Below is a quick snapshot against two popular alternatives: HubSpot CRM for Real Estate and Real Geeks.

FeatureTotality REHubSpot (Real Estate)Real Geeks
MLS IntegrationNativeThird‑party add‑onNative
Transaction TrackingBuilt‑inLimitedBuilt‑in
Marketing AutomationAdvancedStandardAdvanced
Pricing (per agent)$49–$149$45–$120$59–$129

Real‑World Use Cases

Lead‑Rich Brokerage

A mid‑size brokerage with 35 agents uses Totality RE to funnel 1,200 leads monthly. Automated drip campaigns increased qualified leads by 27% over six months.

Full‑Service Agency

With 120 agents, the agency leverages the Enterprise plan's API to sync client data with their custom accounting platform, reducing manual entry time by 40%.

Future Roadmap

Upcoming releases include AI‑powered deal forecasting, mobile app enhancements, and expanded integrations with popular marketing platforms.

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