Every closing in one place, without the group texts
Agent channels, a space per buyer or seller for documents, and a shared channel with title and lending, at one price per person.
Feature by feature · What your stack costs · A day in Missived · Start on the Free plan.
What each tool lists, next to Missived
Every tick comes from the company's own website; the small number links the page.
| Feature | MissivedBusiness | Follow Up BossCRM | BoldTrailCRM & brokerage platform | LoftyCRM | SkySlopeTransaction management | SlackTeam chat | Docusign eSignatureE-signature |
|---|---|---|---|---|---|---|---|
| Client portal | Add-on$5 per portal licence a month | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| Messaging with clients | Add-on$5 per portal licence a month | Not listed | Not listed | Not listed | Not listed | Included (listed as: Slack Connect, Pro)5 | Not listed |
| Team chat | Included | Not listed | Not listed | Not listed | Not listed | Included5 | Not listed |
| Chat shared with other companies | Included | Not listed | Not listed | Not listed | Not listed | Included (listed as: Pro)5 | Not listed |
| Video meetings | Included | Not listed | Not listed | Not listed | Not listed | Included (listed as: huddles)5 | Not listed |
| Call recording | Included, on request | Add-on1with calling | Not listed | Not listed | Not listed | Not listed | Not listed |
| Booking pages | Included | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| E-signatures | Coming soon | Not listed | Not listed | Not listed | Add-on4DigiSign | Not listed | Included7 |
| Tickets / help desk | Add-on$5 per agent a month | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| File sharing | Included | Included1 | Not listed | Not listed | Included4 | Included5 | Included (listed as: agreement storage)7 |
| Dashboards | Included | Included1 | Included (listed as: recruiting)2 | Included3 | Included4 | Included (listed as: usage analytics, Pro)5 | Included (listed as: reporting)7 |
| Tables you design | Included | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| Workflow automation | Included | Included1 | Included2 | Included3 | Not listed | Included (listed as: Pro)5 | Included (listed as: IAM plans)7 |
| Single sign-on (SSO) | Included | Not listed | Not listed | Included (listed as: Enterprise)3 | Not listed | Included (listed as: Business+)5 | Included (listed as: Enhanced plans)7 |
| Audit log | Included | Not listed | Not listed | Not listed | Not listed | Included (listed as: Enterprise+)5 | Not listed |
| Encrypted at rest | Included | Included8 | Not listed | Not listed | Not listed | Included9 | Not listed |
| Lowest listed price per person a month | $8.00billed yearly ($10 monthly) | $58 per user, billed annually (Grow)1 | On request2 | On request3 | From $340 a month, not per user4 | $7.25 per user, paying annually (Pro)5 | $30 per user, billed annually (Standard)7 |
✓ = included, as the vendor's own site lists it— = not listed on the vendor's public site, Nov 2026Add-on = paid extraSmall print = the plan or wording the vendor lists
What you pay for today, and what Missived costs
Each price is the one the company lists on its own site, billed yearly where offered.
| Tool | What it's for | Their published price | In Missived |
|---|---|---|---|
| Slack Pro | Team chat | $7.25 per user a month, billed annually5 | Channels, threads, DMs and voice rooms. |
| Calendly Standard | Booking | $10 per seat a month, billed yearly6 | A booking page per person. |
| Docusign eSignature | E-signature | Standard $30 or Business Pro $45 per user a month, billed annually7 | Built; switches on after legal review. Not in the total. |
| Follow Up Boss | CRM | Grow $58 per user a month, billed annually1 | Client spaces once a lead is a client. Not in the total. |
| SkySlope | Transaction management | Suite from $340 a month4 | Each closing's people, requests and deadlines. Not in the total. |
| BoldTrail | CRM and brokerage platform | Pricing on request2 | Agent channels, client spaces and dashboards. Not in the total. |
| Lofty | CRM | Pricing on request3 | Client spaces and the agents' chat. Not in the total. |
Per person, per month
Slack Pro + Calendly Standard at their listed annual prices$17.25
Missived Business, billed annually, which does all of those jobs$8.00
Add a Client portals licence ($5 per portal licence a month, or $50 a year) for each person who works with clients in portals, and a Tickets seat ($5 per agent a month, or $50 a year) for each person who answers requests. Your clients and the people who only ask for help are free. The questions below say what Missived doesn't do.
A Friday for a transaction coordinator, in Missived
Sam coordinates transactions for a 25-agent brokerage. A made-up day; features still being built are marked Coming soon.
Dashboard first
Three closings this week, one buyer owes bank statements, two walkthroughs booked.
The agents' channels
Questions from agents answered in threads, not a group text.
Documents from a buyer
A request with a due date; Missived sends the reminders.
A walkthrough booked
The buyer picked a time on the agent's booking page.
Deadlines in a Table
Inspection, appraisal and closing dates, with a view per agent.
With the title company
A closing question settled in a channel shared with the title company.
What your brokerage would use
Real screenshots, in a demo workspace with made-up people.
A private space for every client
Messages, documents and requests for each buyer or seller. Clients sign in with an emailed link.
Booking pages for walkthroughs and consults
Clients pick a time on each agent's page; each booking is a real meeting.
Being built next
Send email and log calls on the client's timeline Coming soon
Send as your own address from Missived, with email filed on the right client's timeline. Connect your firm's own phone provider (Quo first, then Dialpad and Aircall) and calls and texts with known client numbers are logged there too. Nothing unrelated is kept. Bcc and forwarded-email logging are already available.
More workflow steps and integrations Coming soon
Workflow steps for tickets, client requests, meetings and more, plus assistant and API access. The workflow editor and core engine are available on Business today.
Our promise: we never sell or share your data or your clients' data, and there are no ads or trackers. Every workspace is encrypted at rest with its own key (encrypted on our servers, not end-to-end). The privacy promise · Security
One price per person, instead of one per tool
Pay for your team, not for each app. Add-ons go on the same subscription.
Business
$10 per active user/mo at every size
$8.00 per active user/mo, billed yearly. Channels, calls, meetings with outside guests, Tables, dashboards, booking pages and single sign-on, with a named account rep. Client portals are the add-on beside it.
Client portals
$5 per portal licence a month
Or $50 a year. Only the staff who work client portals need a licence; your clients are free.
Free trial: 14 days, up to 5 portal licences, once per workspace, no card.
Tickets
$5 per agent a month
Or $50 a year. Only the staff who answer requests need a seat; people who ask for help are free.
Free trial: 14 days, up to 5 agents, once per workspace, no card.
Over 50 people, or want your own dedicated servers? Enterprise is $20 per user/mo on your own dedicated instance. Prices in US dollars, from our pricing page.
Move over with the person who builds Missived
Cody West started Missived and takes these calls. Bring the tools you pay for today and we'll plan the move; clients come over by an emailed invite, no app to install.
Book a time with CodyStart free
Start on the Free plan, with no card required. Or pick a time here:
What brokerages ask
What moves into Missived?
Client spaces with requests, agent and staff chat, title and lending channels, calls, booking, deadline Tables, dashboards, workflows and agents' office requests.
Do I still need a CRM and a transaction system?
Yes. Missived doesn't capture leads, run drip campaigns or texting, fill in state or MLS forms, or keep the compliance file.
How long do we keep transaction records?
That's set by your state, and your transaction system is usually the file of record. A closed client space keeps its files as long as you choose.
Where each claim comes from
Each line is the page we read, as listed on that company's site in November 2026. Product names are their owners' trademarks; Missived isn't affiliated with any of them.
- Follow Up Boss: Pricing. www.followupboss.com/pricing, as listed on Follow Up Boss's site, November 2026.
- BoldTrail: Pricing. boldtrail.com/landingpages/page/7, as listed on BoldTrail's site, November 2026.
- Lofty: Pricing. www.lofty.com/pricing, as listed on Lofty's site, November 2026.
- SkySlope: Pricing. www.skyslope.com/pricing/, as listed on SkySlope's site, November 2026.
- Slack: Pricing. slack.com/pricing, as listed on Slack's site, November 2026.
- Calendly: Pricing. calendly.com/pricing, as listed on Calendly's site, November 2026.
- Docusign: Pricing. ecom.docusign.com/plans-and-pricing/esignature, as listed on Docusign's site, November 2026.
- Follow Up Boss: Security. www.followupboss.com/security, as listed on Follow Up Boss's site, November 2026.
- Slack: Security. slack.com/trust/security, as listed on Slack's site, November 2026.