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Frequently asked questions

Answers, not runarounds.
Everything you need to know about Lista CRM. Can’t find it? Our team replies in under 2 hours.
How quickly can I get started?
Immediately. Lista CRM is built for self-registration and self-onboarding, so you can create your account, set up your workspace, and start managing leads, listings, deals, tasks, and contacts right away.

Lista CRM offers flexible plans for different real estate business sizes: Starter for solo agents, Growth for small teams, Brokerage for multi-user and multi-Teams operations, and Enterprise for larger brokerages with Multi -offices and custom requirements.

A fully integrated mobile app for U.S. real estate brokers and agents is coming soon manage leads and deals anytime, anywhere.

Two ways: you can connect your MLS to sync eligible properties automatically, or add listings manually

Lista CRM supports MLS connectivity through Bridge API, depending on MLS availability, data-feed access, brokerage authorization, and the user’s approved MLS/IDX entitlement.

Yes. You can move your existing contacts and lead data into Lista CRM, then continue managing your listings, deals, tasks, calendar, and follow-ups from one workspace.

Lista CRM uses built-in, rule-based lead scoring to assign each lead an interest level based on available CRM signals, such as profile details, activity, follow-ups, and engagement history.

Add a transaction, select the client, agent, and property, enter the sale price, and set the commission splits (company share, agent share, and multi-agent shares). The system calculates the distribution automatically and gives you full visibility on profit.
Managers and agents can create events and tasks. Managers can publish public events to everyone or keep them private and can assign tasks to any user; agents’ events stay private to them. Only the creator can edit or delete an event, and everything appears automatically on the calendar.

Lista CRM lets you connect records across modules so your team can keep the full relationship in one place.

You can link a lead to a listing, connect that lead and listing to a deal, and manage related activities such as calls, notes, meetings, tasks, and follow-ups from the connected records.

Yes. Every agent can build a professional microsite in minutes: go to Microsites, add your details, choose a pre-built template, Connect to your domain , and publish. Each site includes your profile, CRM-synced listings, lead-capture forms, and a demo-booking option. (Sites use proven templates  there is no drag-and-drop builder.)

Email, SMS, and Facebook & Instagram. Run multi-step email drip sequences, send SMS campaigns, schedule social posts, and launch paid Facebook and Instagram ads and every lead generated lands back in your CRM automatically.

Yes. Lista CRM is SOC 2 compliant and uses industry-standard safeguards to protect your data. We do not sell your data.

Lista CRM provides SLA-backed support designed for real estate teams operating across different time zones. You can reach our team through the Contact Us form or in-app support tools for technical issues, product questions, onboarding help, or general inquiries.

Yes. You can cancel your subscription at any time. After cancellation, your workspace remains active until the end of your current paid billing period, so you can continue using Lista CRM for the time you already paid for.

You can also manage add-ons the same way – enable, disable, or adjust them based on your business needs. From your billing settings, you can manage your plan, upgrade when you need more features, or schedule a downgrade to a lower plan based on your subscription terms.