What it does
RealOffice360 connects real-estate client records, tasks, appointments and pipeline deals. Checklists can follow a deal stage, and closing dates can become home-anniversary reminders. Paid individual and team plans follow a 14-day trial without a card; Essentials includes unlimited contacts but only five deals.
Link a task to its client so the planner shows who the action concerns. Stage-specific deal workflows can supply checklists for leads, buyers and sellers. After closing, the possession date becomes a home-anniversary calendar entry for later follow-up.
Individual and shared workspaces
| Plan | USD/month, annual billing | USD/month, monthly billing | Scope |
|---|---|---|---|
| Essentials Solo | 12 | 15 | One agent; five pipeline deals |
| Premium Solo | 25 | 30 | One agent; unlimited deals and advanced workflows |
| Premium Team | 50 | 60 | Two users; shared contacts, pipelines and assignments |
Extra Team users cost USD 300 yearly or USD 30 monthly. Team also supports commission splits.
Get started for free asks for a name, email and password. No card is required for the 14-day trial. Continuing afterward requires a paid plan.
Strengths
- Customer-linked tasks retain relationship context in the planner
- Possession dates can support later home-anniversary follow-up
Watch out for
- Essentials is limited to five pipeline deals
- Shared contact and pipeline work requires Team access
Best for
- Agents connecting a daily task list with client and transaction history
Sources
- RealOffice360 plans and access (Oct 27, 2026)
- Simple Real Estate CRM & Client Management | RealOffice360 (Oct 25, 2026)
- Simple Daily Planner & Calendar for Realtors | RealOffice360 (Oct 25, 2026)