Buying Buddy supports two types of users — Profile Agents and CRM Agents — designed to give every member of your office or team the right level of access at the right cost. This guide will help you understand the difference and choose the best setup for your business.
Already included: Your Office or Team account comes with 2 CRM Agent users. Additional users can be added at any time.
Understanding the Two User Types
Think of it this way: every agent gets a Profile — and the agents actively working leads get upgraded to CRM access.
Profile Agent
Web presence for every agent in your office
- Professional profile page with photo, bio, and contact details
- Active and sold listings displayed under their name
- Appears in the office agent directory and roster
- Lead notifications for their own listings
- Agent-specific referral link for lead assignment
Pricing: From $10/month flat for up to 5 agents — making it practical to add your entire office.
See the price list summary or detailed pricing in your Account
CRM Agent
Lead management for agents actively working leads
Everything in Profile Agent, plus:
- Full CRM dashboard and lead management tools
- New listing alerts for clients
- Drip campaigns and automated follow-up
- Email and SMS marketing tools
- Sales pipeline tracking and forecasting
Pricing: $17/month per additional user (2 included with your base plan).
See the price list summary or detailed pricing in your Account
Finding Your Path
Use this decision tree to determine the best setup for your business:
Choose Your Setup
1
Office Setup
Best for brokerages adding all agents to the website
Start by giving every agent their own profile on your website, then upgrade the agents who need CRM access.
- Add all agents as Profile Agents — every agent is represented on your site with their own profile and listings.
- Identify which agents need to actively manage their own leads.
- Upgrade those agents to CRM Agents as needed.
Example — 20-agent office: Add 18 agents as Profile Agents ($27/month for up to 25) plus 2 CRM Agents included in your $77/month base plan. Total: $104/month for full office coverage.
2
Team Setup
Best for active teams where most members work leads directly
Start with the CRM Agents included in your base plan, then scale as your team grows.
- Begin with the 2 CRM Agents already included in your account.
- Add additional CRM Agents for each team member who manages leads.
- Consider assigning Account Admin access to your team leader.
Example — 5-person team: 2 CRM Agents included + 3 additional at $17/month each = $51/month added to your $77/month base plan.
Next Steps
Choose the guide that matches your setup:
- Setting Up Profile Agents for Your Office
- Managing CRM Agent Users
- Understanding User Types and Permissions
- See the price list summary, or detailed pricing in your Account