Agently is like your modern real estate coach equipped with an innovative toolkit to streamline operations and maximize productivity. Agently’s capabilities to store customizable onboarding checklists and training modules, as well as track financial goals, make it easy for brokers to support their team’s professional development.
Teams using AI are three times more effective at hitting sales goals, so Agently’s mix of structured training and AI helpers can give your agents a lift. We reviewed Agently’s key features, compared alternatives, and weighed the pros and cons to help you decide if it’s worth it! 🚀
Agently: Our take
Agently is best for solo agents and small teams who want structured onboarding, training, and coaching backed by simple marketing tools. It’s less suited for larger brokerages that need enterprise-level integrations or advanced marketing automation.
Where Agently stands out
- Structured onboarding, training, and coaching for agents and small teams
- Built-in accountability and activity tracking to reinforce productive habits
- Goal setting and progress dashboards to keep pipelines moving
- Handy marketing aids (social templates, video scripts) to speed up content creation
- AI-assisted listing tools to package and promote listings faster
Where it may fall short
- Less compelling for larger organizations that need deep, enterprise-grade integrations and complex workflows
- Lighter marketing automation than full-scale CRMs and all-in-one suites
- Public pricing/packaging is less transparent than some competitors
Looking for more options? Our guide to the top real estate lead generation companies compares providers across the industry so you can see how Agently stacks up.
Agently pros & cons
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Agently alternatives
Agently focuses on developing agents — structured onboarding, coaching, and day-to-day accountability. If paid lead flow and high conversions are more of a priority inside a built-in CRM, the options below are a closer match! 🖥️
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Key features of Agently
In this section, let’s take a closer look at Agently’s strengths.
Agently Dashboard
Agently’s dashboard pulls coaching, training, accountability, and agent communications into one view — so leaders can scan productivity signals at a glance while agents see the next actions to move deals forward. Leadership views emphasize engagement, training progress, and accountability; an agent logging in will see today’s tasks, challenges, goal tracking, and any courses or content assigned to them. It’s designed to connect daily activities to real outcomes without bouncing between tools.
Agent coaching & onboarding
Agently provides comprehensive coaching and training features tailored to the needs of brokerage owners and agents. Through the platform, brokers can do the following:
- Create personalized onboarding checklists, guiding new agents through tasks such as downloading onboarding videos and documents, familiarizing themselves with brokerage manuals, and updating their real estate agent bios
- Upload and receive documents requiring agents’ signatures
- Provide access to various training materials, such as legal, marketing, and sales training videos
- Create coaching challenges to motivate agents and enhance sales productivity
Goal setting
Agents set income and activity targets, then follow a daily plan tied to those goals. Leaders gain visibility into pacing and progress, which makes it easier to coach team members efficiently and effectively. Practically, that means agents can open the app, see the next revenue-generating actions, and measure whether those actions are translating into appointments, contracts, and closings.
The Hub
Think of the Hub as a lightweight, branded “internal drive” for your brokerage. It centralizes files, templates, training, and other agent resources inside the same app that agents already use for coaching and accountability. The goal is fewer logins and a cleaner workflow — plus a single place to update SOPs or materials without re-sending links.
AI marketing suite
Agents can attract buyer or seller leads by posting video content from Agently’s topic ideas or by running ads directly to social media, and the platform helps you package listings fast. With Agently’s AI listing builder, you can upload photos, enhance them, generate a description, and get a ready-to-post MLS description in seconds. It’s a practical add-on to the coaching core, designed to speed up go-to-market work — not replace it.
Agently Pricing
Agently doesn’t list pricing publicly; plans are quote-based, with a seven-day free trial to test before you buy. If your team is evaluating platforms, build your quote around the factors below and ask for an apples-to-apples proposal.
BOOK A DEMO WITH AGENTLYFrequently asked questions (FAQs)
Agently is an agent development platform built to streamline onboarding, training, coaching, and accountability. It’s designed to connect day-to-day agent actions to production, and it can integrate with your CRM and transaction data, so training and coaching map to real outcomes.
You’ll also find built-ins like broker-to-agent messaging, an events calendar, and real-time leaderboards. If what you need is a paid lead flow within a CRM, consider the alternatives listed above. If you want to develop agents and drive production habits, Agently is a great fit!
Yes! Agently is a web-based platform you can access through your mobile or tablet. Its clean interface is user-friendly and easy to set up.
Absolutely! With just one click, you can easily sync your CRM to Agently, enhancing its functionality with existing workflows. This integration feature allows agents to leverage Agently’s full potential alongside their preferred software.
Bottom line: Is Agently worth your money?
Agently revolutionizes the way real estate brokers and agents work together. From agent management to helping agents acquire leads, Agently offers a comprehensive suite of tools to boost productivity and streamline processes. It provides essential tools for starting agents without overwhelming complexity.
Additionally, Agently’s suitability for smaller brokerages lies in its tailored approach to real estate management. But while Agently excels in simplifying operations for smaller players in the industry, those seeking advanced functionalities may find other platforms better suited to their needs.
VISIT AGENTLY1Highspot — State of Sales Enablement 2024