TransactionFlow
The TransactionFlow Small Team Plan is a complete real estate automation and communication system designed for small teams who need powerful collaboration, shared pipelines, and multi-agent lead routing. Built on GoHighLevel, this plan replaces scattered tools with a unified platform that automates lead follow-up, organizes transactions, tracks client communication, and ensures your team delivers a consistent, 5-star client experience.
Perfect for teams of 2–4 agents, this plan includes customized workflows for buyers and sellers, appointment scheduling, reputation management, streamlined communication, and automated contract-to-close updates — all tailored to your team’s process.
With shared visibility across the team, smart assignments, role-based permissions, and branded client updates, TransactionFlow gives your agents the tools they need to work faster, stay organized, and close more deals.
⭐️ What’s Included (Feature List)
Core GHL Features Included
2-Way Text & Email Communication
Missed Call Text Back
CRM + Team Pipeline
Smart Lead Routing (round robin, rules-based)
Shared Calendars + Appointment Automations
Web Chat Widget
GMB Messaging + GMB Call Tracking
Email Marketing + Templates
SMS/Email Templates
Social Planner
Funnels + Websites
Forms, Surveys & Trigger Links
Workflows, Triggers, and Campaigns
Invoices + Text-to-Pay
All Reporting + Team Metrics Dashboard
Launchpad Access
Team-Specific Features
Multi-agent pipeline visibility
Assigned tasks & team notifications
Collaborative notes
Shared or individual calendars
Round robin lead distribution
Role-based permissions
Team reporting dashboard
Add-Ons Available
Documents & Contracts
Memberships (Client Portals)
Communities
Quizzes
QR Codes
AI Lead Qualification
ISA-style automation workflows
⭐️ Ideal For
Small real estate teams (2–4 agents)
Partners, couples, or dual-agent teams
Growing solo agents adding a showing agent or admin
Teams needing lead routing + consistent automation