Ylopo and Roost aren’t the same layer — here’s the honest map
Worth saying before anything else: Ylopo is not a CRM, and they don't claim to be. Their own pitch is "you already have a CRM" — they generate leads with ads and work them with AI text and voice, then hand qualified people to the system you keep. My Roost CRM is that system. So the real question usually isn't which one wins; it's whether you need an ad-and-nurture layer at all, and what you're running underneath it.
Full app, sample data, no sign-up. Plans $99–$399/agent/mo, 30-day money-back guarantee.
Two different layers of the same stack
Ylopo (the layer on top)
Buys attention and qualifies it. Ads, remarketing, listing alerts, AI text and voice that chase new leads until a human should take over — then hands off to whatever CRM you keep. By design it does not hold your book of business.
My Roost CRM (the layer underneath)
Holds your book and works it. Scoring, daily priorities, drafted outreach, deals, campaigns, social, SEO and reputation, all in one login with one shared memory of your market and voice. Leads from any source — Ylopo included — land here and get followed through.
| My Roost CRM | Ylopo | |
|---|---|---|
| What it actually is | The CRM and system of record — contacts, pipeline, deals, follow-up, marketing, and your data. | A lead generation and AI nurture layer designed to run on top of whatever CRM you already use. |
| Where leads come from | Your database, your site forms, embeddable tools, plus any paid source you already run — all through your lead webhook. | Paid campaigns across Google, Facebook and social, plus dynamic remarketing to re-engage older leads. |
| Ongoing cost shape | A flat published subscription. No media budget required for the daily call list and marketing to work. | Subscription plus the ad spend the lead engine runs on. |
| AI calling | 24/7 AI voice receptionist answers inbound, qualifies, and books — included from Premier (200 min/mo, 500 on Ultimate). | AI text and outbound AI voice qualification with warm transfer to an agent — their core strength. |
| Marketing beyond leads | Social Suite, email campaigns, listing content, flyers, presentations, SEO & reputation tools built in (plan-dependent). | Focused on advertising, remarketing and listing alerts rather than producing your brand content. |
| Your database's own value | Every contact scored nightly; Predictive Seller Radar surfaces who's most likely to list next (Ultimate). | Remarketing re-engages leads already in the funnel; the emphasis is on the ad pipeline. |
| Pricing | Published flat: $99 / $229 / $399 per agent per month, plus a published one-time setup fee. No annual commitment, 30-day money-back guarantee. | Quoted directly — check ylopo.com for current terms. |
Comparison reflects our understanding of publicly available information as of August 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.
When Ylopo is the right call — including alongside Roost
If you're buying leads at volume and your bottleneck is speed and coverage on new inquiries, Ylopo does something Roost does not: it runs the ad engine and works new leads with outbound AI text and voice at scale. Roost's receptionist answers calls that come to you; it isn't an outbound qualification fleet. The two layers genuinely stack — Ylopo out front on paid volume, Roost underneath as the CRM, marketing engine and system of record. If someone tells you it's an either/or, they're selling, not advising.
You want Ylopo if…
- Paid lead volume is central to your growth plan.
- You have the budget to keep campaigns running month after month.
- Your bottleneck is speed and coverage on brand-new inquiries.
- You want outbound AI text and voice chasing leads at scale.
- You already have a CRM you're happy with underneath.
You want My Roost CRM if…
- You need the CRM itself — the system of record, not a layer on top of one.
- Most of your business comes from people who already know you.
- You want marketing and social produced for you, in your voice.
- You'd rather not carry a permanent monthly media budget.
- You're solo or a small team without an ops or marketing hire.
What your week feels like
Ylopo-oriented (paid-volume front end)
Campaigns run → new leads land → AI text engages, AI voice qualifies → warm transfers arrive → whatever happens next depends on the CRM sitting underneath.
In Roost
Open Who to call today → drafts in your voice → log the call → Social Suite and campaigns in the same login → the Brain learns overnight → the AI receptionist catches what you miss (from Premier).
Click through the real UI: try the live demo — sample data, no sign-up.
Running Roost under Ylopo, or moving off both
Because they're different layers, this is usually a wiring job rather than a migration. Two versions, depending on what you're actually trying to do.
- 1
Keeping Ylopo
Point its lead handoff at your Roost lead webhook (Zapier-compatible). Qualified leads land scored, source-tagged, and on your call list.
- 2
Leaving your old CRM
Export contacts to CSV; guided onboarding imports from 15+ CRMs and Google Contacts, with dedupe on the way in.
- 3
Teach the Brain (~10 minutes)
Market, scripts, voice — once. Every draft after that sounds like you, including replies to leads Ylopo sends over.
- 4
Decide about the ad layer later
Run Roost for a cycle and see what the database alone produces before you renew a media commitment. That's a decision better made with numbers.
Done-for-you onboarding is an optional add-on — see pricing.
What Roost costs (no “call us for a quote”)
| Plan | Price | Best if you need |
|---|---|---|
| Basic | $99/mo | Full AI CRM & pipeline, email campaigns, calendar & booking |
| Premier (most agents) | $229/mo | + 24/7 AI receptionist (200 min), Social Suite, video messaging, SEO & reputation, Wingman |
| Ultimate | $399/mo | + 500 receptionist minutes, Predictive Seller Radar, Vision AI |
- Setup & onboarding fees are published by plan ($79/$199/$599) and waived for the first 100 paying agents.
- Annual: pay for 10 months, get 12. Cancel anytime; 30-day money-back on the first plan payment.
We don't quote other vendors' prices — check ylopo.com for theirs. If you're stacking both, budget three lines, not two: the CRM, the ad layer's subscription, and the media spend itself.
Outbound AI calling — the honest gap
Roost's voice AI is a receptionist: it answers calls coming to you, qualifies, and books, 24/7, from Premier up. It is not an outbound dialing fleet working a list of cold leads, and a full in-app power dialer is on the roadmap rather than shipped. If chasing large volumes of new inquiries outbound is the job, that's Ylopo's home turf and we say so plainly.
Common questions
Is Ylopo a CRM?
No, and they say so themselves — their positioning is "you already have a CRM." Ylopo generates and qualifies leads with ads and AI, then hands them to the CRM you keep. That's why this page maps the two layers instead of pretending it's a straight swap.
Can I use Ylopo and Roost together?
Yes, and for a paid-lead business that's often the right architecture. Point Ylopo's handoff at your Roost lead webhook and qualified leads arrive scored and on your call list, where Roost's follow-up, campaigns and marketing take over.
Does Roost replace Ylopo's AI calling?
Partly, and only on the inbound side. Roost's receptionist answers, qualifies and books calls that come to you — included from Premier with 200 answered minutes a month, 500 on Ultimate. It does not dial out through a list of cold leads. If outbound AI qualification at volume is what you're buying, Roost is not a substitute for it.
What does Roost cost compared to Ylopo?
Roost publishes flat per-agent pricing: $99 Basic, $229 Premier, $399 Ultimate per month, plus a published one-time setup fee ($79/$199/$599, waived for the first 100 paying agents), no annual commitment, 30-day money-back guarantee. Ylopo quotes directly — check ylopo.com. If you're running both, remember the ad spend is a third line item on top of both subscriptions.
I can only afford one. Which?
Honestly, it depends on where your business already comes from. If most of your closings trace back to people who know you, the CRM and marketing layer is the one that compounds, and Roost is built for that. If your closings trace back to leads you bought, cutting the ad layer cuts your pipeline, and you should keep it and put something lighter underneath.
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.