Plans & pricing

Simple plans. Serious growth.

Two straightforward plans built for where you are — from an established business chasing growth to LOs going all-in on agent relationships.

Expert
Established business seeking growth
$197/ month
Subscribe now

CRM

  • LOS integrations across multiple systems
  • Gain visibility and hyper-track leads
  • Unlimited pipelines
  • Easily import / export leads
  • Endless contacts

Marketing & automation

  • Customizable email marketing with high deliverability
  • Personal automations, campaigns & triggers
  • Unlimited calendar (better than Calendly)
  • Unlimited memberships, courses, websites & funnels
  • Conversational AI, forms & surveys, trigger links
  • SMS & email templates, all reporting
  • Rad-Postr & social media management
+ $25 per team member — assistant roles, unlimited.
View usage rates
Every plan starts with a $10 credit — on us.$.0147 / min outbound · $.0089 / min received · $.0083 per text segment · $.000709 per email.
Master
LOs motivated to reach max potential
$350/ month
Subscribe now

Everything in Expert, plus

  • Realtor/LO login with RETR — connect with top agents by location, volume, and loan type
  • Direct RETR integration to add agents in seconds
  • Monthly home value reports
  • Agent discovery
  • Automated agent engagement — nurture past collaborators with email campaigns
  • Comprehensive agent data: contact info, transaction details, insights
  • In-depth insights into agent loyalty and recent deals
  • Relationship dashboard to visualize collaborations
  • Real estate track records to build trust with agents
  • Past-client alerts when their home is listed
  • Refi tracker
+ $25 per team member — assistant roles, unlimited.
View usage rates
Every plan starts with a $10 credit — on us.$.0147 / min outbound · $.0089 / min received · $.0083 per text segment · $.000709 per email.

Running a team or brokerage?

We offer custom enterprise plans — volume pricing, team onboarding, and dedicated support built around how your shop runs.

Talk to us

Not sure which fits? Book a demo and we'll point you to the right plan.

Features

We've got it all covered, in one place.

Every plan is built on the same powerful core — a customizable CRM with a true 360° view of every contact.

🗂️

Customizable CRM

Manage all your leads, contacts, and accounts with a 360° view to engage more and keep track.

📊

CRM & pipelines

Keep track of every interaction across contacts and accounts and improve your engagement.

📅

Daily activities & tracking

Manage follow-up with task management and calendars using the views that fit how you work.

🔌

CRM integration

Seamless integration with third-party CRM systems and apps to manage your client database.

🗓️

Calendar management

Let clients book directly, cut the back-and-forth, reduce no-shows, and boost satisfaction.

📈

Analytics & reporting

Make data-driven decisions with insight into campaigns, traffic, leads, and sales performance.

🧩

Landing page builder

Drag-and-drop builder, pre-designed templates, and A/B testing for high-converting pages.

🔁

Marketing automation

Create, schedule, and track email, SMS, and social — with templates and audience segments.

See all features

This is just the core — explore everything RAD can do →

Have questions? We have answers

Pricing & platform FAQs.

Is RAD CRM cloud-based?
Yes — it's fully cloud-based, so you can access your data and work from any device with an internet connection.
What's the difference between Expert and Master?
Expert ($197/mo) gives you the full CRM, automation, and marketing platform. Master ($350/mo) adds the RETR-powered realtor tools — agent discovery, automated agent engagement, relationship dashboards, past-client alerts, and a refi tracker.
Can I add team members?
Yes. Additional team members (assistant roles, unlimited) are $25 each per month.
How does communication billing work?
Usage is billed at low per-unit rates — roughly a penny or two per call minute and fractions of a cent per text segment and email — so you only pay for what you send.
Does it integrate with my tools?
Yes — Google Calendar, Zapier, Mailchimp, Twilio, and many more, plus deep LOS integration.
How do I get started?
Pick a plan and subscribe, or book a quick demo and we'll walk you through it and help you choose.
Ready when you are

Start closing more loans this month.

Proven automations, pre-written templates, and deep LOS integrations — a business in a box, purpose-built for loan officers.

RAD CRM · the rest are just a CRM