Before you look at the price
The six questions agents actually ask, answered straight — including the ones where the honest answer is “not yet.” If one of them is a dealbreaker for you, we’d rather you find out here than in month two.
Will Roost import from my current CRM?+
Yes, and you see the mapping before anything is written. Tell Roost where you're coming from and it shows the exact export steps for that system: Follow Up Boss, kvCORE/BoldTrail, Chime/Lofty, LionDesk, BoomTown, Wise Agent, Top Producer, Sierra Interactive, Real Geeks, Brivity, Contactually, KW Command and Cloze, plus Google Contacts, Outlook and plain CSV. Upload the file and you get a preview first: which column became which field, which ones AI mapped for you to confirm, which ones it couldn't place. Nothing is dropped silently, and nothing is committed until you press the button. People you already have are matched on email or phone, and you choose whether a match updates them or leaves them alone. It carries more than names and numbers: birthdays, anniversaries, A/B/C/D classification, tags, lead source and last-contact notes, and an optional activity export logs the history against the right person. One honest limit: this is a move, not a two-way sync. Roost becomes your system of record, not a sidecar bolted to your old CRM.
Does it work with my MLS?+
Not as a live feed, and we'd rather say so than dress it up. Nothing in Roost pulls from your board today. Here's what you actually get: add a listing by address, and beds, baths, square footage, year built, last sale and a value range with recent comps fill themselves in from public records via RentCast. That runs on your own RentCast key, so you pay RentCast directly and Roost takes no cut. Their free tier is 50 lookups a month, a new address costs two, and repeat addresses are cached for 30 days so they never burn quota twice. Comps still sitting on the market are thrown out, because an active listing is competition, not a comp. You type your real MLS number when you create the listing and it becomes that listing's ID everywhere in Roost, so the social posts and ad creatives you build from it stay attached to it. Live IDX search for buyers is the Custom Website + IDX add-on, from $999 build plus $149/mo, not something inside the CRM. A direct MLS feed is on the roadmap, and the day it ships it goes on the integrations page.
What about my website — do I have to rebuild it?+
No. Keep the site you have. Every Roost account gets a private lead webhook: a URL with your own token, printed in your Settings. Point your site's contact form at it, or Zapier, or your Zillow, Realtor.com and Facebook Lead Ads accounts. It takes JSON or ordinary form fields (name or first/last, email, phone, source, message), and the lead lands as a contact tagged with where it came from, with whatever they typed logged on their timeline, instead of sitting in a second inbox you forget to check. You can also drop Roost's buyer calculators onto one of your own pages as an iframe. And Roost already hosts the pages you'd otherwise pay someone to build: a home-value funnel (this site runs one at /value), your own booking page and a digital business card. A new custom site with IDX is an optional add-on, from $999 build plus $149/mo. The CRM never requires it.
Is my data actually safe?+
Here's the whole answer, including the parts that aren't finished. Every record belongs to exactly one workspace, enforced by row-level security in the database itself, not just in application code. All traffic is HTTPS with HSTS across every subdomain, and session cookies are Secure, HttpOnly and SameSite, so page JavaScript can never read them. An owner can restrict whole areas of the app for one agent's seat, or switch that seat off, and the lockout applies on that seat's next request. Card numbers are entered on Stripe and never touch Roost's servers. Backups run nightly, and every copy that leaves the machine is AES-256 encrypted, so the off-box copies are ciphertext and nothing else. What we don't have: no SOC 2 report, no uptime SLA, no two-factor login yet, and no compliance badge we didn't earn. If your brokerage's vendor review needs specifics, ask and you'll get a straight answer instead of a whitepaper. The full detail is on our security page.
What if my team hates it?+
Then you find that out before you pay instead of after. The live demo is the full app with sample data, no sign-up and nothing to cancel, so put the whole team in it for a week before anyone commits. If you've already subscribed and it isn't landing, a new subscriber can ask for a refund within 30 days of the first successful charge and get the plan payment back in full, annual prepayment included, plus any setup fee that was actually charged. Email [email protected] with the subject “30-day refund request” (Terms section 3.3). Day to day, the complaint is usually “I can't find the thing”: every screen has an Ask Roost button that answers how to do something, and an owner can switch whole areas off for an agent's seat, so a newer agent opens a smaller app instead of a wall of tools. And if the team still says no, contacts and activities export to CSV from inside the app, with headers that match the import mapping, so the file loads straight back into whatever you came from.
Can I cancel? Is there lock-in?+
You can cancel, and there's nothing to unpick. One email to [email protected] and it's cancelled. No retention call, no phone tree, nobody transferring you to someone who can talk you out of it. Under the Terms, cancellation takes effect at the end of the period you already paid for and you keep access until then; inside the first 30 days a new subscriber gets the money back instead. No exit fee, and no hostage-taking of your book: contacts and activities export to CSV from inside the app, any time, whether you're leaving or just want a copy. The one thing that doesn't travel is the Brain. The market facts, scripts and voice you taught Roost are what make the drafts sound like you, and that stops working when the subscription does. Your contacts come with you; the learning doesn't follow you to another CRM.
