Use case

The CRM built for the agent who does it all alone

Team CRMs assume you have an ISA, a transaction coordinator, and a marketing hire. Solo, YOU are all four people. My Roost CRM was shaped by a working California broker's daily grind: it tells you who to call today, drafts the outreach in your voice, produces the month's social and marketing, and keeps your deals on rails — without hiring anyone.

Full app, sample data, no sign-up. Plans $99–$399/agent/mo, 30-day money-back guarantee.

Comparison of My Roost CRM and Typical team-first CRMs
My Roost CRMTypical team-first CRMs
Your morningOpen the app → a scored who-to-call list with drafted talking points from your real history.A dashboard of pipelines and reports designed for a team lead to supervise.
MarketingSocial Suite fills a month of on-brand posts in one click; flyers, campaigns, and listing content included (plan-dependent).Bring your own Canva, scheduler, and copywriting time — or hire it out.
After-hours calls24/7 AI voice receptionist answers and books while you're showing (Ultimate).Voicemail.
AccountabilityWingman — daily game plans and honest nudges, like a coach that's already read your numbers.That's what the team lead was for.
Price honesty$99 / $229 / $399 per agent per month, published, 30-day money-back guarantee, no seat minimums.Per-seat pricing and onboarding fees often tuned for teams — verify on each vendor's site.

Comparison reflects our understanding of publicly available information as of July 2026 — always verify current features and pricing on the other product’s own site. Roost features marked Premier or Ultimate are plan-specific; see pricing.

Is Roost right for every solo agent?

No tool is. If your entire business is buying internet leads at volume, a lead-gen-first platform may serve you better. And our newest capabilities (AI tour videos) are still marked 'coming soon' rather than sold as done. Roost earns its keep when your business runs on relationships — past clients, sphere, referrals — and the follow-up and marketing keep falling off your plate.

Is Roost right for you? The honest checklist

Roost is probably right for you if…

  • Your business runs on your sphere, past clients, and referrals — not bought internet leads.
  • You're your own ISA and marketing department, and follow-up slips when weeks get busy.
  • You want your social media and marketing produced for you, in your voice — not another empty calendar to fill.
  • You want to know the price before talking to anyone.
  • You'd actually use a daily who-to-call list if it built itself every morning.

Probably not (yet) if…

  • Your model is high-volume paid lead generation feeding a large buyer-agent team.
  • An IDX website with a built-in lead engine is your single top priority (it's an optional add-on here, not the core).
  • You need deep, custom integrations with a specific enterprise stack today.
  • You want a tool you configure for weeks — Roost is deliberately opinionated about the daily flow.

Common questions

How long does setup take on my own?

Guided first-run setup imports your contacts from 15+ CRMs or Google Contacts and teaches the Brain your market and voice in about ten minutes; you're working the who-to-call list the same day. A done-for-you onboarding add-on exists if you'd rather not DIY.

Which plan should a solo agent start on?

Most solo agents fit Premier ($229/mo) — it adds the Social Suite, SEO/reputation, and video messaging on top of Basic's CRM and follow-up. The first plan payment is fully refundable for 30 days, so you can start where you like and move.

Do I need a website or ad budget?

No. Websites, funnels, and managed ads are optional add-ons. The core product works your existing database — no ad spend required.

Which plan should a solo agent start on?

Premier ($229/mo) is the default recommendation — it's where the marketing engine (Social Suite, campaigns, materials) comes in, which is the part that replaces the tools and services most solo agents cobble together. Start Basic if you only want the follow-up core; upgrade anytime.

See it for yourself — in the actual app

The live demo is the full product with sample data. Click around everything above, no sign-up.