The CRM for the team leader running a 10 agent pod inside a brokerage.
A team leader at a residential or commercial brokerage runs 5 to 20 agents against a 2000 to 5000 lead-per-year pond, a buyer-agent and listing-agent split structure, a weekly 1:1 cadence with every team member, and a top-producer retention problem that compounds the moment the forecast slips. Strkr collapses the lead pond, pipeline, agent coaching, and team commission math into one workspace.
The real estate team leader job is a hybrid of a sales manager, a recruiter, a transaction coordinator trainer, and an owner-operator. The lead pond flows in from Zillow Flex, Realtor dot com, Opcity, Rocket referrals, past client referrals, and the team website at 150 to 400 inbounds a month. The team structure runs 3 to 5 buyer agents, 1 to 2 listing agents, 1 to 2 inside sales agents, and 1 transaction coordinator. The economics work only if lead distribution is fair, the split structure is auditable, and the 1:1 cadence catches the fading agent before they walk. Most teams try to run that on Boomtown or Follow Up Boss, which were built around the lead pond and leave the pipeline, split math, and 1:1 cadence as spreadsheet work. The six pains below show up on every team leader buyer call.
Lead distribution rules
My lead distribution is a Slack message to whoever is awake.
A new Zillow Flex lead lands at 10:47 PM. The team leader is asleep. Nobody owns distribution rules, so the lead sits until the morning stand-up, loses to the next team on the Flex rotation, and the team conversion rate drops 15 points. Strkr runs native lead distribution rules by neighborhood, price band, buyer-vs-listing intent, agent capacity, and round-robin backfill. The 10:47 PM lead gets routed to the awake agent inside 30 seconds without a human in the loop.
Buyer agent vs listing agent
My team has two motions and one pipeline board.
Buyer agents run tours, offers, and under-contract on 20 deals a year. Listing agents run CMAs, listing agreements, and the open house circuit on 15 to 25 deals a year. The two motions have different stages, different average cycle times, and different commission splits. Follow Up Boss shows one pipeline and the forecast lies on blended revenue. Strkr runs two pipeline boards shared across the team with role-aware views so the buyer agent sees buyer stages and the listing agent sees listing stages on the same contact records.
1:1 cadence slips
Weekly 1:1 with 10 agents means 10 hours of prep I never do.
A real team-leader 1:1 covers pipeline moves, activity delta, stuck deals, lead response times, and the retention conversation. Prepping each 1:1 takes 25 minutes of pulling Boomtown reports, cross-checking a spreadsheet, and scrolling text threads. The team leader cancels half the 1:1s and the top-producer slips without a signal. Strkr ships a 1:1 prep view per agent that auto-populates with pipeline moves, activity, stuck deals, lead response time, and the retention signals the team leader actually needs.
Team split commission math
The team split is a spreadsheet nobody can audit.
Every team has a split structure: brokerage split out, team split out, mentor fee for the second-year agent, lead source fee back to the team on Zillow Flex leads, buyer-agent referral fee, and the agent net. The back office recalculates on a spreadsheet after every close and the agent sees the net at HUD-1. Strkr Products module holds every split line on the deal (gross commission, brokerage split, team split, mentor fee, lead source fee, agent net) with math-live so every agent on the team knows the net before Under Contract.
Boomtown or Follow Up Boss ceiling
My tooling hits a ceiling at 10 agents.
Boomtown is a lead pond with campaigns. Follow Up Boss is a lead inbox with action plans. Neither handles the team-leader motion past 10 agents without manual spreadsheet work for commission splits, 1:1 cadence, agent recruiting pipeline, and transaction coordination. Strkr covers the whole motion from inbound Zillow lead through Closed Won with native lead distribution, two pipeline boards, split math on the deal, 1:1 prep view, and the transaction coordination project all on one workspace.
Retention signals arrive late
My top producer is 90 days from walking and I will not know.
The top-producing buyer agent on the team drops lead response time from 3 minutes to 11 minutes, stops showing up to the Monday stand-up, lets the 1:1 cadence slip, and the GCI starts fading in week six. The team leader finds out when the agent emails resignation on week ten. Strkr surfaces agent retention signals on the manager dashboard: lead response time trending, pipeline velocity trending, 1:1 cancellations, pipeline-to-quota coverage, and sphere activity. The fading-agent conversation happens in week five, not week ten.
How Strkr fits the team leader week
The primitives team leaders actually run the pod on.
Strkr for team leaders ships the same CRM every agent on the team runs with manager-tier views layered on top. The primitives below line up with the team-leader weekly motion: Monday lead distribution review, Tuesday pipeline review across all buyer agents and listing agents, Wednesday 1:1 round, Thursday recruiting conversations with the agent interviewing next week, Friday forecast submission against the team quota. Everything below ships on every paid tier with no premium team-leader module.
Lead distribution rules
Native routing by neighborhood, price, intent, and capacity.
Zillow Flex, Realtor dot com, Opcity, Rocket, past client, and team website leads route through native rules by neighborhood specialty, price band, buyer-vs-listing intent, agent capacity, and round-robin backfill. A 10:47 PM lead lands with the awake agent inside 30 seconds. The team leader audits distribution weekly to confirm fairness and tunes rules without a vendor queue.
Team pipeline rollup
Every agent pipeline on one scrollable view.
The team rollup shows every buyer agent and listing agent pipeline grouped by agent, sorted by stage and close date. Filter by neighborhood, price band, source, or hygiene score to find the 15 deals that matter this week across the team. Collapse per agent for pod-wide reviews and expand per agent for 1:1 prep.
Buyer and listing boards
Two motions, one contact record spine.
Buyer agent board (Lead to Buyer Consultation to Pre-Approval to Actively Showing to Offer to Under Contract to Closed) and listing agent board (Prospect to Listing Appointment to Signed Listing Agreement to Active Listing to Under Contract to Closed) run as separate pipelines sharing contact records so the sphere referral that becomes a buyer in July and a listing seller next spring lives on one record.
1:1 prep per agent
Every 1:1, context already loaded.
Open the agent card, see the 1:1 workspace: pipeline moves this week, activity delta versus the 4 week baseline, booked tours, stuck deals, open follow-ups, lead response time, pipeline-to-quota coverage, retention signals. The team leader walks in with the questions already surfaced. Notes attach to the agent timeline. Action items become Monday tasks on the agent view.
Products module splits
Commission split lines live on every deal.
The Products module holds every commission split line (gross commission, brokerage split, team split, mentor fee, lead source fee back to the team, buyer-agent referral fee, agent net) on every deal record with math-live. Buyer agents and listing agents see the net before Under Contract instead of after HUD-1. The team leader audits the full split structure in one click.
Agent retention dashboard
Fading signals surface at week five, not week ten.
The team-leader dashboard tracks lead response time trending per agent, pipeline velocity trending, 1:1 cancellations, pipeline-to-quota coverage, sphere activity, and showing count. Thresholds trigger a retention flag on the agent record. The team leader runs the retention conversation on the agent trending downward in week five instead of hearing about the resignation in week ten.
Recruiting pipeline
Agent recruiting on a separate pipeline board.
A third pipeline board carries the recruiting motion (prospect, intro call, team overview, offer sent, signed license transfer, onboarded) with the agent production history, current brokerage, split expectation, and references on the record. The team leader runs a steady recruiting conversation across 20 to 50 agents a year without a parallel spreadsheet.
Strkr Messaging team pool
Business SMS with team routing and coverage.
Strkr Messaging gives every agent on the team a dedicated business number. The team-leader number can route inbound SMS to the on-call buyer agent based on neighborhood or price band, and the vacation message routes to the covering agent automatically. Group threads tie to the deal across buyer, listing, lender, and title.
Lead distribution and coaching built for teams
The two systems that make a team work past 10 agents.
Every team past 10 agents hits the same two inflection points: lead distribution has to run on rules the team trusts as fair, and the 1:1 cadence has to catch the fading agent before they walk. Strkr handles both as native primitives with no spreadsheet workaround. The cards below cover the exact system a team leader should ship in month one of a Strkr deployment to replace the Boomtown or Follow Up Boss round-robin that nobody trusts.
Neighborhood specialty routing
Lead routes to the agent who knows the block.
The team leader assigns neighborhood specialty tags per agent (e.g., Buckhead buyer, Grant Park buyer, downtown condo listing agent). A new Zillow Flex lead for a Buckhead buyer routes to the Buckhead specialist first, then round-robins among the general buyer agents on no-match. Conversion rate climbs because the agent on the call actually knows the zip.
Capacity-aware routing
Agents at pipeline cap stop catching new leads.
Every buyer agent has a capacity ceiling (e.g., 12 active buyers at a time). When the agent hits the cap, the distribution rule skips them for new inbound and routes to the next-best agent. The agent at the cap focuses on closing their active book instead of catching more leads they will drop. The ceiling is tunable per agent based on experience.
Response time SLA
Leads not touched inside 5 minutes reroute automatically.
A new inbound lead carries a 5 minute SLA. If the assigned agent does not touch the lead inside the window, the rule reroutes to the next-best agent and pings the team leader. The team conversion rate on portal leads climbs because the 5 minute window is enforced by the system, not by the agent remembering to check the app.
Buyer agent 1:1 template
A 1:1 agenda that fits the buyer agent motion.
The buyer agent 1:1 opens with lead response time, active buyer count, tour-to-offer conversion, offer-to-under-contract conversion, pipeline-to-quota coverage, and the top three deals needing coaching. Notes capture into the agent timeline. The next 1:1 opens with last week items at the top of the agenda.
Listing agent 1:1 template
A 1:1 agenda that fits the listing agent motion.
The listing agent 1:1 opens with active listings, days-on-market trending, price-reduction count, listing-appointment-to-signed-agreement conversion, upcoming expirations, and the top three listings needing a price conversation. The template compounds week over week into a conversation grounded in the data not a vibe check.
Private team-leader notes
Retention notes the agent does not see.
Notes captured during a 1:1 can be marked private to the team leader or shared with the agent. Private notes feed into the quarterly review view, the retention dashboard, and the recruiting pipeline when the agent is interviewing. The agent sees the shared action items on Monday. The team leader keeps the full context across the year.
Recruiting intake form
A standard intake for every agent interview.
The team leader runs a standard intake form on every agent interview with current GCI, current split, deal count last year, neighborhood specialty, and references. The intake lands on the recruiting pipeline at the Intro Call stage. The team leader runs a steady 20 to 50 intros a year with the same scorecard instead of a Google Doc rewritten per intro.
Onboarding checklist
Day one through day 90 on template.
A new agent signing the license transfer fires a 90 day onboarding project with license activation, Strkr training, sphere import, first lead distribution rules, first 1:1 scheduled, 30 day review, 60 day review, and 90 day production target on the calendar. The team leader onboards a new agent in a Monday afternoon instead of a two week scramble.
Flows for the team-leader motion
Automations across lead, pipeline, 1:1, and retention.
The best team leaders automate the administrative drag between stages and spend their hours on the three conversations where leadership judgment matters most: the retention conversation with the fading top producer, the recruiting conversation with the agent interviewing for next quarter, and the price-reduction conversation with the seller on the stale listing. Strkr Flows cover the automations every team leader should run as native triggers with no webhook plumbing.
Lead distribution auto-fire
Every inbound lead routed inside 30 seconds.
Zillow Flex, Realtor dot com, Opcity, Rocket, past client referral, and team website inbound leads trigger the distribution flow: match neighborhood specialty, check agent capacity, respect round-robin backfill, assign owner, schedule 5 minute SLA task, send Strkr Messaging auto-reply, surface on agent mobile. The team leader audits the distribution log weekly.
SLA breach reroute
Lead not touched inside 5 minutes reroutes.
The 5 minute SLA task on a new lead has a timer. On breach, the lead reroutes to the next-best agent, the first agent gets a logged miss on the retention dashboard, and the team leader sees the daily SLA breach count on the Monday morning view. The team conversion rate on portal leads climbs because the window is enforced by the system.
Stuck-deal nudge
Deals rotting past threshold surface weekly.
Monday 7 AM, Strkr identifies every deal in the team pipeline that has been in stage longer than the per-stage threshold with no activity. The deal surfaces on the owning agent dashboard and the batch attaches to the team-leader 1:1 view for the next 1:1 round. The weekly pipeline review opens with the stuck list already surfaced.
1:1 action-item followthrough
Items captured in the 1:1 become Monday tasks.
Action items captured during an agent 1:1 ("call the past client this week", "schedule the price reduction conversation", "chase the buyer rep agreement") turn into tasks owned by the agent with a due date and a reference back to the 1:1 timeline. Next week 1:1 opens with the item status at the top of the agenda.
Retention signal digest
Monday email with the three agents trending downward.
Monday 7 AM email to the team leader: the three agents trending downward on lead response time, pipeline velocity, 1:1 cancellations, pipeline-to-quota coverage. The team leader walks into the Monday stand-up with the retention list in hand and runs the specific coaching conversation on the specific agent in week five, not week ten.
Review ask on Closed
Review ask fires 7 days after Closed with team branding.
Closed Won fires a 7 day review ask on Google, Zillow, and the team site with one-tap links to each. Review goes to the team page and the agent page in parallel so the team brand and the individual agent brand both compound. The team review count climbs 100 to 200 per year without a manual chase.
Onboarding fire on signed license
Signed license transfer fires the 90 day plan.
The signed license transfer artifact lands on the recruiting pipeline and the flow fires: Strkr training scheduled, sphere import kicked off, first lead distribution rules applied, first 1:1 on the calendar, 30 60 90 day reviews scheduled, production target set. The new agent walks in Monday with the full onboarding plan already live.
Price-reduction nudge
Listings past days-on-market threshold surface.
A listing past the team days-on-market threshold with no price reduction fires a nudge on the listing agent dashboard and the team-leader review view. The agent runs the price conversation with the seller before the listing goes stale and the forecast slips. Thresholds tune per neighborhood so a hot zip and a slow zip run different triggers.
Head-to-head
Strkr for team leaders vs the Boomtown + Follow Up Boss + spreadsheets stack.
A typical real estate team-leader stack runs Boomtown or Follow Up Boss for lead distribution and nurture, a Google Sheet for commission splits, a Google Doc per 1:1, Mailchimp for sphere email, Dotloop or SkySlope for transaction coordination, and the personal iPhone for team SMS. Strkr collapses that into one workspace with native lead distribution rules, two pipeline boards, split math on the deal, 1:1 prep view, and the transaction coordination project all on one bill.
What matters
Strkr
Boomtown + Follow Up Boss + spreadsheets
Number of tools team leader opens daily
1 (Strkr)
5 to 7 (lead CRM, split sheet, 1:1 doc, Mailchimp, transaction tool, personal SMS, MLS)
Lead distribution rules
Native by neighborhood, price, intent, capacity, round-robin
Round-robin only or Slack to whoever is awake
Response time SLA enforcement
5 minute SLA with auto-reroute on breach
Agent remembers to check the app
Buyer agent vs listing agent pipeline
Two boards sharing contacts with role-aware views
One pipeline, forecast lies on blended revenue
Commission split math
Native Products module with gross through agent net on deal
Back-office spreadsheet, agent sees net at HUD-1
1:1 prep view per agent
Auto-populated with pipeline, activity, SLA, retention signals
Team leader builds a Google Doc Sunday night
Agent retention dashboard
Native trending on response time, velocity, 1:1 cancellations
Team leader notices the resignation in week ten
Recruiting pipeline
Third pipeline board with intake, references, offer, license transfer
Google Sheet with 20 agent intros a year
Onboarding checklist
90 day project on template fires on signed license
Two week manual scramble per new hire
Team SMS pool
Strkr Messaging business numbers with team routing
Personal iPhone group threads nobody can see
Transaction coordination handoff
Native flow to Projects with checklist and calendar dates
Dotloop rebuild per deal
Admin changes to pipeline or state forms
Self-serve for team leader inside permission matrix
Vendor queue when the state board updates forms
See the CRM team leaders actually run their pod out of.
Start a 14 day trial with the full team-leader stack enabled: native lead distribution rules, buyer and listing pipeline boards, Products module for team split commissions, 1:1 prep view per agent, agent retention dashboard, recruiting pipeline, onboarding project on template, Strkr Messaging business numbers, and the Under Contract handoff into Projects for transaction coordination. The pricing page lays out the per-seat line in full. Migration from Boomtown or Follow Up Boss runs in an afternoon with every lead, sphere record, and open 1:1 action item preserved.
Does Strkr handle Zillow Flex and Opcity lead distribution the way Boomtown does?
Strkr handles Zillow Flex, Opcity, Realtor dot com, Rocket, and brokerage website leads with native distribution rules by neighborhood specialty, price band, buyer-vs-listing intent, agent capacity, and round-robin backfill. The 5 minute SLA task fires on every new lead with auto-reroute to the next-best agent on breach. For teams that still want the Boomtown geographic farming surface or kvCORE IDX website, those can run in parallel and the inbound leads pipe into Strkr through native integration or a webhook. The team leader audits the distribution log weekly to confirm fairness and tunes rules without a vendor queue.
How does Strkr handle the commission split for a team structure with brokerage split, team split, mentor fee, and buyer-agent referral fee?
The Products module carries commission split lines on every deal with gross commission on one line, brokerage split on another, team split on another, mentor fee for the second-year agent on another, lead source fee back to the team on Zillow Flex leads on another, buyer-agent referral fee on another, and agent net on the bottom. The team leader audits the full split structure in one click. Buyer agents and listing agents see the net before Under Contract instead of after HUD-1. The forecast report pulls both gross commission income and agent net off the same deal record without a parallel spreadsheet.
What does the 1:1 prep view show for a team leader running 10 agents?
Each agent carries a 1:1 workspace that opens with pipeline moves this week, activity delta versus the 4 week baseline, booked tours, stuck deals past threshold, open follow-ups, lead response time trending, pipeline-to-quota coverage, and the top three deals needing coaching. The buyer agent template and the listing agent template open with motion-appropriate stages so the buyer agent 1:1 anchors on tour-to-offer conversion and the listing agent 1:1 anchors on days-on-market trending. For a team of 10 the team leader runs the full 1:1 round in a Wednesday with 5 minutes of prep per agent instead of 25.
Can I migrate from Boomtown or Follow Up Boss into Strkr without losing lead history?
Yes. Strkr imports contacts, deals, notes, lead sources, and historical activity from Boomtown, Follow Up Boss, kvCORE, Chime, BoomTown, and CINC. Historical touches are preserved on the sphere and lead records so the team walks into Strkr with the full history already loaded. Pipeline stages map to the Strkr buyer and listing boards on the way in, lead distribution rules are set up in week one against the historical pattern, and the Monday after migration the team leader opens Strkr to the same pipeline shape the team had in Boomtown on Friday with the distribution rules already firing on the right inbounds.
How does Strkr catch a fading top producer before they walk?
The team-leader dashboard tracks lead response time trending per agent, pipeline velocity trending, 1:1 cancellations, pipeline-to-quota coverage, sphere activity, and showing count. Thresholds trigger a retention flag on the agent record when the signals start to fade: lead response time climbing from 3 to 11 minutes, pipeline velocity dropping 25 percent against the 90 day baseline, two 1:1 cancellations in a row. The team leader runs the specific coaching conversation on the specific agent in week five, not week ten. Private notes on the agent record capture the retention plan without the agent seeing them, and the agent sees the shared action items on Monday.
Does Strkr replace Dotloop or SkySlope for the team transaction coordination?
Strkr runs the transaction coordination work as a project tied to each deal with the full state-specific checklist, inspection and appraisal and financing contingency and closing calendar dates, and the title, lender, and inspection vendor pings on template. For teams with a dedicated transaction coordinator, the TC owns the project and the buyer or listing agent sees the status on the same deal record. For teams where the agent double-hats as the TC, the same person owns both and the role-aware view shifts to checklist mode. For brokerages that still require Dotloop or SkySlope for state-specific compliance, those can run in parallel and the signed documents live on the Strkr deal record either way through the DocuSign or PandaDoc integration.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
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