Built for agents and shops ending the two-tool stitch
Real estate CRM and transaction management on one database instead of Follow Up Boss plus dotloop plus a Zapier debugging habit.
The CRM and the transaction management tool have lived in separate systems for 15 years because the agent-first CRMs and the compliance-first TC tools built on different data models. Strkr collapses both into one object: a lead becomes an opportunity becomes a transaction with the full history visible, which is what the agent-shop stitch has been trying to approximate.
The real estate CRM plus transaction management stitch is the single most-common vendor pain in the brokerage world. Follow Up Boss plus dotloop. Lofty plus Skyslope. Chime plus Trello. Each pair gets the agent through the lead-to-closed flow with a Zapier layer gluing the two sides together. The Zapier layer breaks every quarter when one app changes a field name. The office manager debugs it. The agent complains. The broker-owner wonders whether the stitch is worth the per-agent cost of three tools. Strkr collapses the two sides into one database because the lead and the transaction are the same record at different stages of life. The pains below describe what the stitch costs operationally and what collapsing fixes.
The Zapier debugging habit
The sync broke again on Monday morning.
A typical broker-shop Zapier integration pipes lead data from Follow Up Boss to dotloop when the stage advances to under-contract. The sync breaks every quarter when one app renames a field. The office manager spends 2 to 6 hours debugging per incident, which averages 20 hours a year across the typical shop. Strkr collapses the two tools into one database so the field rename problem does not exist by construction.
Context loss at handoff
The transaction coordinator opens the file blind.
A deal moves from lead stage in the CRM to transaction stage in the TC tool. The transaction coordinator opens the dotloop file with the signed contract but no history: no record of what was promised during leasing, which inspection concerns came up, what the buyer financing status was through qualification. The TC spends an hour reconstructing context the agent already has. Strkr carries the full record so the TC opens the transaction with the full history inline.
Dual-system reporting
Lead-to-closed cycle time requires a Looker build.
The broker-owner wants to know the lead-to-closed cycle time by lead source. The lead data lives in Follow Up Boss and the close data lives in dotloop; the composite requires a Looker build (or a RevOps ticket, or a spreadsheet). Strkr runs the composite natively because both ends of the cycle live on the same record, so the per-source cycle time is one filter away.
Mobile app friction
The agent carries two apps to work one deal.
The agent on the road carries Follow Up Boss for lead response and dotloop for signatures. Two apps, two logins, two notification streams. Strkr runs one mobile app covering lead response and transaction coordination with the full record visible, which cuts the agent context-switching tax across the day.
Commission split calculation lag
The spreadsheet runs on Fridays after the week closes.
The commission split happens Friday afternoon in a spreadsheet because the data from dotloop and Follow Up Boss comes together there. The agent asks about their trailing paycheck and waits until Monday. Strkr runs commission math on close in-platform, with the breakdown pinned to the transaction, so the agent sees the paycheck line within the hour of close.
Vendor consolidation pressure
The broker-owner is tired of signing three renewals.
A broker-owner at renewal signs three different vendor contracts (CRM, TC, commission) with three different per-seat prices scaling against the same headcount. The quarterly conversation about vendor consolidation is a standing agenda item. Strkr collapses the three into one bill at a flat per-seat price that lands 30 to 50 percent below the stacked cost.
What one database actually ships
Lead to closed on one record.
The cards below describe how Strkr handles the full lead-to-closed arc on one record so the two-tool stitch becomes unnecessary. Each piece is on every paid tier, so solo agents and 50-agent broker shops share the same primitives.
Unified record lifecycle
Lead becomes opportunity becomes transaction.
A new lead captures from the IDX website, Zillow, or Realtor.com and lives as a lead record. When the buyer tour converts and a property enters the picture, the lead advances to opportunity (buyer side) or listing (seller side). When the offer gets accepted, the opportunity advances to transaction with the full history (initial contact, tour history, financing qualification, offer negotiation) carried forward in-place.
Lead stage automation
Capture, qualify, assign, nurture inline.
Lead capture, qualification, assignment, and nurture run as typed configuration: inbound Zillow lead captures, routes by territory, qualifies against budget and timeline criteria, assigns via round-robin, enters a lead-stage nurture cadence. The pipeline moves through stages (new, contacted, qualified, nurturing, appointment-set) with per-stage automation and SLA alerts.
Listing stage automation
Seller consult to active to pending to closed.
Listing records move through typed stages (consult booked, listing agreement signed, pre-market prep, active on MLS, showings running, offer received, under contract, pending, closed) with per-stage required documents and next actions. MLS data pulls via RETS or RESO Web API where available so the listing in Strkr matches the listing on the board.
Transaction compliance
State-specific document templates.
Transactions carry typed templates per state and transaction type (buyer-side, seller-side, dual agency). Templates include state-specific required documents (seller disclosure, lead-based paint pre-1978, agency disclosure, radon). The agent sees the missing document rather than scanning a static checklist. Compliance findings surface per transaction with the gap flagged.
E-signature integration
DocuSign and dotloop native with status roundtrip.
Send-for-signature routes through DocuSign or dotloop with signer status flowing back onto the transaction record. The signed document binds to the transaction permanently. Flow triggers on signature advance the stage (listing agreement signed moves listing to active; offer signed moves transaction to under-contract) in one atomic action.
Commission split engine
Cap plans, overrides, fees typed per agent.
Commission math configures as typed objects per agent (split percentage, cap plan, team-leader override, broker take, errors-and-omissions fee, transaction fee). On close, Strkr runs the full split waterfall with the breakdown pinned to the transaction. The agent sees the paycheck line within the hour of close; the broker-owner sees the brokerage take.
Mobile offline queue
One app covering lead response and transaction updates.
The Strkr mobile app covers lead response, listing updates, transaction stage advancement, document access, and e-signature initiation in one surface. Updates queue offline when the agent is in a low-signal area and sync when connectivity returns. The agent carries one app instead of two.
Cross-stage reporting
Lead source through closed GCI per segment.
Cross-stage reports run natively: lead source trailing 12-month closed GCI, cycle time by segment and lead source, conversion rate at each stage (lead to appointment, appointment to listing or offer, under-contract to closed). The broker-owner sees the full funnel without a Looker build or a RevOps ticket.
Audit trail depth
Every change captured for compliance review.
Every change to a transaction captures with user, timestamp, before-after values, and the record it touched. The audit log satisfies the per-change replay requirement most state-licensing audits include. Retention aligns with the tenant data retention policy; enterprise plans extend to 7 years with per-change tamper evidence for shops with heavy audit requirements.
How consolidation actually goes
The migration path from stitched to unified.
The cards below describe the migration path from a two-tool-plus-Zapier stack into one Strkr database. The path is well-worn at this point; the typical timeline is 4 to 8 weeks for a 20-agent shop with the gotchas noted.
Phase 1: data audit
Weeks 1 to 2. What is in each tool.
Audit the lead data in the CRM: active leads, past clients, lead source distribution, custom fields, workflow automations. Audit the transaction data in the TC tool: in-flight transactions, document templates, state-specific disclosures, compliance exceptions. The audit informs the field mapping and surfaces inactive fields (typically 30 to 50 percent of custom fields are orphaned).
Phase 2: field mapping
Week 3. Which fields merge, which collapse.
Map lead fields and transaction fields into Strkr record shape. Collapse redundant fields (if both tools track buyer financing status, pick one source). Preserve state-specific disclosure template logic. Decide on commission plan configurations per agent. The field map is signed off by the broker-owner before migration.
Phase 3: migration
Weeks 4 to 5. Historical plus active.
Historical data migrates in batch: closed transactions, past clients, archived leads. Active data migrates in a planned window: in-flight transactions, open leads, active listings. The DocuSign and dotloop integrations wire during this phase so e-signatures continue uninterrupted. The commission plans are seeded per agent with the trailing-quarter configuration.
Phase 4: pilot shadow
Week 6. Both systems live in parallel.
The pilot runs both the old stitched stack and Strkr in parallel for one to two weeks. The office manager spot-checks the data for drift and the first few in-flight transactions complete in Strkr with the old stack as backup. Issues surface during pilot rather than at cutover, which is the pattern that keeps the agent-floor morale high through the switch.
Phase 5: cutover
Week 7. Old tools go read-only.
The old CRM and TC tool go read-only. All new activity happens in Strkr. The old tools stay available for 90 days for historical reference, then archive. The Zapier integration retires. The office manager stops the quarterly sync-breaks debugging ritual permanently.
Phase 6: optimization
Weeks 8 to 10. Flows and metrics tuning.
Post-cutover optimization adds the shop-specific flows (automated lease-renewal reminders for property-management-adjacent segments, specific state compliance checks for the broker-owner audit pattern, custom commission split rules for new team structures). The agent-at-risk signals and lead-source ROI dashboards turn on with full historical data.
What the unified product will not do
Honest limits of running CRM and TC on one database.
A vendor that will not name their limits is leaving the deployment problem for the buyer to discover. The list below describes where Strkr is less deep than specialists in each lane.
Not the deepest TC specialist
dotloop and Skyslope remain compliance leaders.
For broker shops operating in heavily regulated multi-state environments with intense audit requirements, dotloop or Skyslope remain deeper on the compliance surface. Strkr handles the common case cleanly; specialist tools handle deep per-state edge cases. Many shops run Strkr for CRM plus brokerage financials with dotloop layered on for the deep compliance surface.
Not an IDX website generator
Boomtown, Chime, Lofty for the consumer surface.
Strkr does not generate the consumer-facing IDX website with MLS search widgets, lead-capture landing pages, and agent personal pages. For the IDX website side, specialist tools remain deeper. Strkr integrates with the common IDX platforms via API; the website runs on the specialist with lead handoff into Strkr.
No lead-generation marketplace
Zillow, Realtor.com, BoldLeads stay separate.
For paid-lead generation marketplaces (Zillow Premier Agent, Realtor.com Connections, BoldLeads, OpCity), Strkr integrates to capture leads but does not operate the marketplace itself. The marketplace handles ad spend, lead distribution, and vendor-side account management; Strkr handles the lead once it lands.
No automated power dialer
Mojo Dialer and Vulcan7 stronger for high volume.
For agent teams running power-dial or three-line parallel-dial motions at scale, specialist dialers remain deeper. Strkr includes click-to-call via Strkr Messaging for everyday outbound; the parallel-dialer surface is a different product category.
No franchise-brand back-office
RE/MAX Mainstreet, KW Command integrations are custom.
Native integration with franchise-brand back-office systems (RE/MAX Mainstreet, Keller Williams Command, Berkshire Hathaway HomeServices Resource) is on the roadmap. Current franchise-shop deployments keep the brand system for brand reporting and run Strkr as the operational CRM, with data flowing via CSV import or the open API.
No full accounting replacement
QuickBooks and Xero remain the GL.
Strkr runs commission splits and tracks brokerage revenue but does not run the general ledger, process agent payouts, or produce tax documents. The commission data feeds QuickBooks or Xero via the open API; the GL and tax production stay in the accounting system.
Head-to-head
Strkr unified real estate vs Follow Up Boss plus dotloop plus Zapier.
The typical broker-shop stack combines Follow Up Boss (lead CRM), dotloop (transaction management), and Zapier (glue). Here is the head-to-head when the choice is three stitched tools vs one database.
Feature
Strkr
Follow Up Boss + dotloop + Zapier stack
Database count
One
Three systems with glue
Lead-to-closed record
Unified across stages
Split between tools
Context handoff at under-contract
Full history inline
Partial sync via Zapier
Cross-stage reporting
Native, one filter
Via Looker or spreadsheet
State-specific compliance
All 50 states templated
dotloop specialist surface
Commission split engine
Typed per-agent config
Spreadsheet or add-on tool
Mobile app count
One
Two apps for one deal
Quarterly sync debugging
Does not exist
Office manager line item
All-in cost (20 agents)
One per-seat line
Three tool lines plus Zapier
Compliance posture
SOC 2 Type II in progress, HIPAA with BAA
Varies per tool
How teams use Strkr
How shops run unified Strkr today.
The pattern across shops that collapsed CRM and transaction management into Strkr: they wanted the lead-to-closed arc on one record with no sync layer. The playbooks below are motions running on broker-shop accounts right now.
Independent brokerage, 28 agents
Zapier debugging ritual retired after seven years.
A 28-agent independent brokerage had been running Follow Up Boss plus dotloop plus Zapier for seven years. The office manager spent roughly 20 hours a year debugging sync breaks (two to six hours per incident, four to six incidents annually). The shop collapsed to Strkr. The sync-break debugging ritual retired permanently and the office manager redirected the reclaimed 20 hours to agent onboarding and compliance review.
Multi-state shop, 44 agents
Lead-source ROI composite surfaced two bad contracts.
A 44-agent multi-state shop could not compute lead-source trailing 12-month closed GCI because the lead data lived in Follow Up Boss and the close data lived in dotloop. The composite required a RevOps ticket that took three days. After consolidating to Strkr, the composite ran as one filter. The report surfaced two lead-source contracts (Zillow Premier Agent in one market, BoldLeads in another) with sub-1x return. The shop cut both contracts and reinvested the roughly 54k dollars a year into higher-ROI sources.
Team-leader-model shop, 18 agents
Transaction-coordinator handoff eliminated the context call.
An 18-agent team-leader-model shop had a formal transaction coordinator role picking up each deal at under-contract. Previously the TC spent 45 minutes to an hour per transaction reviewing the agent lead history, call logs, and promises made during the leasing stage. Strkr unified record carries the full history to the transaction; the TC opens with context intact. The 45 to 60 minutes per transaction redirected to higher-value compliance and client-communication work, which cleared roughly 90 hours a quarter.
High-GCI boutique, 12 agents
Agent paycheck visibility rose morale by week two.
A 12-agent high-GCI boutique shop was running commission math in a spreadsheet closed every Friday. Agents waited until Monday to see their paycheck line on a closed deal. The spreadsheet also carried occasional errors that drove disputes. After moving to Strkr commission engine, the split calculation ran within the hour of close with the breakdown pinned to the transaction. Agent morale on commission transparency rose by week two of the switch per the internal survey the broker-owner ran.
Franchise-model shop, 72 agents
Audit prep time dropped from a week to a day.
A 72-agent franchise-model shop prepared annually for a brand compliance audit that previously took the office manager a full week to pull transaction records from dotloop plus commission records from the spreadsheet plus activity records from Follow Up Boss. After moving to Strkr, the audit prep ran as one export with full historical data. Prep time dropped from a week to a day and the audit cleared with zero compliance exceptions for the first time in three years.
Real estate CRM and transaction management on one record.
Start a 14-day trial with lead management, listing management, transaction compliance, commission engine, DocuSign and dotloop integration, and multi-stage reporting enabled. Set up a shop in an afternoon and watch the Zapier debugging habit retire.
Can Strkr fully replace Follow Up Boss plus dotloop for a broker shop?
For most broker shops under 50 agents running a standard transaction-heavy motion in moderately regulated states, yes. Strkr covers lead management, listing management, transaction compliance (all 50 states templated), commission splits, and brokerage financials on one database. For broker shops in heavily regulated multi-state environments with intense audit requirements, dotloop or Skyslope remain deeper on the compliance surface and worth running alongside Strkr for the edge cases. The clean split is Strkr for the unified lead-to-closed arc plus brokerage financials, specialist TC for deep per-state compliance when the volume justifies.
What does the migration from a stitched stack actually look like?
A typical 20-agent broker shop migrates in 4 to 8 weeks across six phases: data audit (weeks 1 to 2), field mapping sign-off (week 3), batch migration of historical plus active data with integration wiring (weeks 4 to 5), pilot shadow with both systems running (week 6), cutover with old tools going read-only (week 7), and post-cutover optimization adding shop-specific flows and metrics (weeks 8 to 10). The old tools stay available read-only for 90 days then archive. The Zapier integration retires at cutover.
How does the state-specific compliance surface actually work?
Strkr ships typed document templates for all 50 US states and major Canadian provinces (Ontario, British Columbia, Alberta, Quebec). State-specific disclosures include agency disclosure, lead-based paint (federal, pre-1978 homes), state-specific seller disclosures, radon disclosures where applicable. The template library updates quarterly as state regulations change. Each transaction carries the state-specific required documents inline; the agent sees the missing document rather than scanning a static checklist. Compliance findings flag per transaction with the gap identified.
What happens to historical data in Follow Up Boss or dotloop at cutover?
Historical data migrates into Strkr as part of the migration phase: closed transactions with signed documents, archived leads, past-client records, historical commission records. The old tools stay in read-only mode for 90 days after cutover so the office manager can reference specific records if needed. After 90 days the old tools archive and the data lives permanently in Strkr. Export options are available at any point; the broker-owner always owns the data regardless of vendor relationship.
How does the commission split engine handle complex structures?
Commission math configures as typed objects per agent: base split percentage, cap threshold (monthly, quarterly, or annual), flat fee month after cap, team-leader override percentage, mentor split for new agents, broker take percentage, errors-and-omissions fee passthrough, transaction fee passthrough, admin fee, retainer offset, modifications per transaction type (buyer-side, seller-side, dual agency). All configurable per agent as typed objects. The split waterfall runs on close with the full breakdown pinned to the transaction for audit. Agents see their paycheck line within the hour of close.
What does the all-in cost look like for a 20-agent shop?
A 20-agent shop pays the flat per-seat Strkr price for each agent on one bill. All features (lead CRM, listing management, transaction compliance, commission engine, DocuSign and dotloop integration, agent-at-risk signals, lead source ROI, brokerage financials, mobile app) are included on every paid tier with no per-feature add-ons. The all-in annual cost typically runs 30 to 50 percent below a comparable Follow Up Boss plus dotloop plus BrokerSumo plus Zapier stack. The pricing page shows the current per-seat rate; the comparison depends on the feature mix of the current stack.
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