The TransactionFlow Large Team Plan is your all-in-one automation, communication, and operations platform designed for real estate teams with 5-20 agents. Built for high-volume teams, this system delivers advanced lead routing, collaborative workflows, team-based task management, reporting dashboards, and automated buyer/seller journeys that scale with your business.

This plan includes deep customization for multiple agents, admins, ISAs, and transaction coordinators — ensuring every lead, client, and contract stage is tracked, automated, and visible to the entire team.

Designed for brokerages, mega teams, team owners, and fast-growing groups, TransactionFlow empowers you to run your team like a modern, high-efficiency real estate operation.

🟦 What’s Included

• 2-Way Text & Email

• Missed Call Text Back

• Email Marketing + SMS Templates

• CRM + Multi-Agent Pipelines

• Opportunities + Stage Automation

• Calendars (Individual + Team)

• Smart Lead Routing (round robin, weighted, source-based)

• Web Chat Widget

• GMB Messaging + Call Tracking

• Funnels & Websites

• Social Planner

• Forms, Surveys, Trigger Links

• Workflows, Triggers, Campaigns

• Invoicing + Text-to-Pay

• All Reporting + Team Dashboards

• Launchpad

Large-Team–Specific System Upgrades

• Multi-agent pipeline visibility

• Team manager dashboard

• Role-based permissions

• Admin + ISA access levels

• Task assignment automations

• Performance reporting per agent

• Shared notes + collaborative updates

• Automated TC workflow (transaction coordinator)

• Documents & Contracts

• Brokerage version available for 20+ Agents

🟦 Ideal For

• Large real estate teams (5-20 agents)

• Mega teams

• Multi-location teams

• Teams with ISAs or admin staff

• Brokerages wanting automated systems

• Teams scaling rapidly with high lead volume