Buying Buddy provides four user types, each designed for a specific role. This guide explains what each type can do and helps you match the right access level to each person on your team.
Already included: Your Office or Team account comes with 2 CRM Agent users with full permissions.
User Types at a Glance
Profile Agent
Website presence for every agent in your office
Every agent in your office benefits from a Profile Agent account. It provides a professional web presence without requiring CRM access — keeping costs low while ensuring every agent is properly represented.
- 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 — leads from their listings are automatically assigned to them
- Access to Property Marketing features
- Can be upgraded to CRM Agent at any time
Pricing: From $10/month flat for up to 5 agents. See the price list summary or detailed pricing in your Account.
CRM Agent
Full CRM access for agents actively managing leads
CRM Agents have everything a Profile Agent has, plus the complete suite of lead management and marketing automation tools. Ideal for any agent who is actively working leads and running their own follow-up.
Everything in Profile Agent, plus:
- Full CRM dashboard — manage and organize leads and contacts
- New listing alerts for clients
- Drip campaigns and automated email/SMS follow-up
- Bulk email and SMS marketing tools
- Follow-up tasks and appointment scheduling
- Sales pipeline tracking and forecasting
- Integration APIs and Webhooks
- Can be assigned a dedicated website
Pricing: $17/month per additional user (2 included in base plan). See the price list summary or detailed pricing in your Account.
Account Admin
A CRM Agent with full account control
Account Admins have all CRM Agent capabilities, plus complete control over the account. Every account must have at least one Account Admin.
- All CRM Agent features
- User management — add, edit, and remove users
- Billing and subscription access
- Full system configuration
- Can grant optional admin permissions to CRM Agents
Webmaster
Technical website access — no CRM access, no charge
The Webmaster role is designed for your web developer or technical contact. They can configure website settings without accessing any CRM or lead data.
- Website and widget configuration
- No access to leads, contacts, or CRM tools
- No additional charge
Detailed Permission Comparison
| Feature | Profile Agent | CRM Agent | Account Admin |
|---|---|---|---|
| Profile & Listings | |||
| Profile page with photo and bio | ✓ | ✓ | ✓ |
| Display on own MLS listings | ✓ | ✓ | ✓ |
| Office roster and agent directory | ✓ | ✓ | ✓ |
| Referral link for lead assignment | ✓ | ✓ | ✓ |
| Display on all listings | — | ✓ | ✓ |
| Lead Management | |||
| Lead notifications for own listings | ✓ | ✓ | ✓ |
| View and manage lead details | — | ✓ | ✓ |
| Set up property alerts for clients | — | ✓ | ✓ |
| Follow-up tasks and scheduling | — | ✓ | ✓ |
| Sales pipeline and forecasting | — | ✓ | ✓ |
| Marketing Tools | |||
| Email campaigns | — | ✓ | ✓ |
| SMS messaging | — | ✓ | ✓ |
| Drip campaigns | — | ✓ | ✓ |
| Technical & Integrations | |||
| Integration APIs and Webhooks | — | ✓ | ✓ |
| Assigned website | — | ✓ | ✓ |
| Administrative | |||
| Manage account users | — | Optional* | ✓ |
| Access billing | — | Optional* | ✓ |
| System configuration | — | Optional* | ✓ |
*CRM Agents can be granted specific admin permissions by an Account Admin.
Common Scenarios
Office Setup Example
A real estate office with 20 agents might be set up as:
- 17 Profile Agents — every agent has a profile page and their listings display correctly on the website
- 2 CRM Agents — the admin or team lead handling lead management (included in base plan)
- 1 Account Admin — the broker or office manager with full account oversight
Team Setup Example
A high-performing team of 5 might be set up as:
- 4 CRM Agents — all team members actively managing leads and using the full CRM suite
- 1 Account Admin — the team leader with user management and billing access
- 1 Webmaster — the web developer handling site configuration (no additional charge)
Upgrading a Profile Agent to CRM Agent
When an agent is ready to start managing their own leads, upgrading is simple:
- Go to
- Select the user from the list
- Click the Settings tab
- Change Service Level to CRM Agent
- Save your changes — billing adjusts automatically
Optional Admin Permissions for CRM Agents
Account Admins can extend specific administrative capabilities to any CRM Agent without making them a full Account Admin. Useful for office managers or senior agents who need partial access to account settings.
- Account-wide lead management
- Team Dashboard and Account Reports access
- Marketing management (drip campaigns, email templates)
- Widget management
- Business Center access
- User management
Next Steps
- Ready to add users? See our Adding Users Guide
- Setting up your office? See Setting Up Profile Agents
- Questions about pricing? See the price list summary, or detailed pricing in your Account