CRM FOR REAL ESTATE AND MORTGAGE TEAMS

215Base keeps agents, lenders, and teams on the same page.

Call recording, pipeline management, tasks, documents, and partner collaboration in one cleaner workflow.

14-day free trialNo credit card requiredMigration-friendly

Why teams switch

Fewer tools. Fewer dropped handoffs.

215Base
Call recording with transcripts
Pipeline visibility across the team
Tasks and follow-up in one place
Partner portal for cleaner collaboration

Built for agents, lenders, and teams that need response time, accountability, and partner coordination to stop slipping.

Pipeline ManagementCall RecordingTasksDocumentsPartner PortalTeam Collaboration
The Experience

Designed for clarity

Dashboard overview with metricsDeal Pipeline view showing sales stagesContacts board with lead stagesTasks management viewContact detail with timeline
How it works

A better CRM only matters if your team actually uses it.

215Base is designed to get teams out of fragmented systems and into one workflow they can trust every day.

01

Evaluate

We look at your current CRM, follow-up process, team workflow, and the places where deals are slipping through the cracks.

02

Map the workflow

We show you how 215Base fits into your day-to-day work, what needs to migrate, and what your team should expect on day one.

03

Launch cleanly

You import contacts, organize pipeline, connect calendars and phone workflows, and get the team operating from one place.

04

Improve execution

Use recordings, tasks, and visibility across the pipeline to tighten response time, accountability, and follow-through.

Pricing

Simple, real pricing.

No hidden fees. No long-term contracts.

MonthlyAnnualSave ~16%

Starter

For individuals and small teams

$83/mo per user

Billed annually at $990

  • CRM & pipeline management
  • Call recording & dialer
  • Document management
  • Calendar integration
  • Partner portal
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Most Popular

Team

For growing businesses

$374/mo

Billed annually at $4,490

Extra seats: $38/mo each

  • Everything in Starter
  • 10 seats included
  • Better per-seat economics
  • Flexible seat add-ons
Start Free Trial

Ready to get your team out of spreadsheet hell?

Start a free trial or book a demo to see how 215Base fits the way your real estate team already works.

14-day free trial · No credit card required

215Base | CRM for Real Estate and Mortgage Teams