CRM for platforms and brokerages
Real estate CRM sync for every agent’s CRM, into one place you own
Eight CRMs, connected by invite links, landing side by side in your tables.
Free tier on every product. No card.
Harbor Realty
4 of 38 agents shown
| Agent | Lead inbox | Mailbox | CRM |
|---|---|---|---|
| Dana RuizMiami Beach | Receiving | Connected | Synced |
| Luis PereiraBrickell | Receiving | Connected | Syncing |
| Sam OseiCoral Gables | Receiving | Invite sent | Synced |
| Kim AlvarezBrickell | Receiving | Connected | Invite sent |
Real estate CRM sync gets hard when every agent or team uses a different CRM. SyncYak connects Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into one Postgres or MySQL database you own, or a Google Sheet for smaller teams, in shared tables where each row carries its CRM and connection, or in one table per connection.
Agents connect their own CRM from an invite link without a SyncYak login, so your team never handles their keys.
How it works
Sync your agents’ CRMs in three steps
Choose the destination
One Postgres or MySQL database for every connection, or a Google Sheet with no database at all.
Send invite links
Each link connects one CRM to a name and table mode you chose, and expires in 1 to 30 days.
Report and enrich
Query across CRMs, and write values back to the CRMs that support it.
Brokerage CRM integration without collecting keys
An invite link shows the agent which account asked, lets them pick their CRM, and tests the credentials before connecting. A link connects one CRM and then closes; revoke it any time.
- Shared tables with prefixed ids, or one table per connection
- Per-connection status, backlog and request log
- Write-back to Follow Up Boss, Lofty, HighLevel and Cloze
Sync multiple CRMs into one data model
The _flat view always has the same core columns, whatever the CRM: name, emails, phones, address, source, stage, assignedTo and the last communication date.
Use cases
What brokerages build
Company-wide reporting
Leads and stages across every agent’s CRM.
Recruiting and retention
Pipeline health by team.
Shared enrichment
Brokerage scores written into each agent’s CRM.
What you get with CRM sync
CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.
Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.
- Every lead syncs on every plan; the plan sets the batch size and how often
- Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
- Invite links let whoever administers a CRM connect it without a SyncYak login
- A request log of every pull, webhook and push, kept for your plan’s window
Frequently asked questions
Something else? Write to [email protected] and a person answers.
How many CRMs can we connect?
Connections per plan, from 1 on Free to 15 on Business, unlimited on Enterprise, with extra connections as an add-on.
Do agents see each other’s data?
Agents only use the invite link; your team decides who in your account sees the sheet or database.
Can we get Enterprise terms?
Yes: custom limits, volume pricing and invoicing. Talk to us.
Is there a free plan for CRM?
Yes. CRM has a free tier with no card and no end date: 1 crm, 100 leads every hour, postgres or mysql destination. Paid tiers start at $29 a month, and you can move up or down at any time.
Can I use the other SyncYak products on the same account?
Yes. Email parsing, the mailbox API, CRM sync, error tracking and tunnels share one login, one team, one API key system and one bill. Each product has its own tier, so you only pay more for the one that grows.
Related
Related solutions
Start with CRM free
1 CRM, 100 leads every hour, Postgres or MySQL destination, free every month. Set up in minutes, and add the other SyncYak products on the same account when you need them.
Free tier on every product. No card.