MoxiEngage

MoxiEngage: The Brokerage-First Real Estate CRM

MoxiEngage is a real estate CRM built by MoxiWorks, a Seattle-based real estate technology company spun off from Windermere Real Estate in 2013. It is designed for residential brokerages of all sizes that need a single system to track contacts, manage daily follow-up tasks, and give leadership clear visibility into agent pipeline activity.

Unlike standalone agent CRMs, MoxiEngage is a brokerage-first platform: it is sold to the brokerage, deployed across the agent roster, and designed so that each agent's contact database remains private to that agent while brokers can still monitor activity, spot deal drop-offs, and coach in real time. The platform sits at the center of the MoxiWorks product suite, which also includes AI marketing automation, CMA presentations, email campaigns, and website tools through the RISE platform.

Who Should Use MoxiEngage?

MoxiEngage is best suited for residential brokerages that manage agent teams and need both agent productivity tools and broker oversight in one system.

• Residential brokerages with 10 or more agents that need centralized pipeline visibility
• Brokers who need to monitor deal progress and agent follow-up without overriding agent privacy
• Agents who want a structured daily task list driven by actual lead activity rather than manual entry
• Teams and multi-office operations that need shared pipeline management
• Brokerages already using other MoxiWorks tools (CMA, email marketing, RISE AI) that want a unified platform
• Operations leaders who want live data on sphere engagement, contact rates, and closing pipelines

MoxiEngage is not a strong fit for: solo agents who want a self-service, subscription-based CRM; commercial real estate firms; property management companies; or teams outside the United States looking for localized support.

MoxiEngage Key Features

MoxiEngage delivers a structured set of CRM features designed around the residential real estate sales cycle:

• Daily task list: automatically generates a prioritized list of contacts and follow-up actions each morning based on lead activity, pipeline stage, and scheduled reminders
• Automated follow-up reminders: prompts agents to touch base with contacts at the right time without manual scheduling
• Contact database: centralized record for every prospect, past client, and referral source, with full activity history
• Pipeline tracking: visual pipeline view so agents and brokers can see where every deal stands and what actions are overdue
• Activity timelines: a complete log of every call, click, visit, and message associated with each contact record
• Smart filters and tagging: segment contacts by status, source, sphere proximity, or custom tags to prioritize outreach
• Agent privacy controls: each agent's contact database stays private to that agent; the brokerage sees activity metrics without reading individual contact records
• Live broker dashboard: real-time view of agent activity, pipeline health, and engagement trends across the entire office

MoxiEngage for Brokers

The brokerage view is a core differentiator of MoxiEngage. Brokers and team leaders get a live dashboard that shows which agents are actively working their databases, where deals are stalling, and which contacts are going cold. According to MoxiWorks, brokerages using the platform report a 52% increase in sales volume and a 53% improvement in transaction count year over year.

The platform is designed to let managers step in and course-correct without waiting for end-of-month reports. Eric Thompson, President of Windermere Real Estate Services Colorado, noted that the goal-setting and business-tracking tools inside MoxiEngage keep agents on track consistently. Named brokerage clients include Wallace Real Estate, Barrett Sotheby's International Realty, and The Group.

Wallace Real Estate reported 288% CRM growth and an email open rate of 48% against a 22% industry average after deploying the full MoxiWorks suite including MoxiEngage.

For recruiting and retention, the brokerage dashboard gives leadership measurable data to show agents the value of the technology investment, which can strengthen retention conversations at review time.

MoxiEngage for Agents and Teams

For individual agents, MoxiEngage removes the guesswork from daily prospecting. Instead of deciding who to call, agents open the platform and see a pre-built list of follow-up actions ranked by relevance. The system tracks every interaction automatically, so the activity log fills in without manual note-taking after every call.

Agents retain full ownership and privacy of their contact database. If an agent leaves the brokerage, their contacts leave with them; the brokerage does not inherit individual contact records. This distinction matters to agents who have spent years building a sphere and are evaluating whether to adopt a brokerage-provided CRM versus maintaining their own.

Teams benefit from the shared pipeline view, which surfaces which team member owns each deal, what the next step is, and what is at risk of stalling. Managers can assign leads and track follow-up progress across the team without switching between tools.

MoxiWorks reports that agents using the platform see 50% higher sphere engagement compared to agents not using the system, which translates to more repeat and referral transactions over time.

MoxiEngage Pricing and Plans

MoxiEngage does not publish per-agent or per-seat pricing publicly. Pricing is structured per brokerage based on the number of agents, the products included in the deployment, and the scope of MoxiWorks platform access. Brokerages interested in MoxiEngage can request a demo and receive a custom proposal from the MoxiWorks sales team.

Because pricing is brokerage-specific, buyers should prepare a current agent count and list of desired features before the first sales call. MoxiWorks typically structures agreements on an annual basis.

MoxiEngage Platform and Integrations

MoxiEngage is one component of the broader MoxiWorks platform. Brokerages that adopt MoxiEngage can also access the RISE AI marketing engine, which automates relationship outreach, email campaigns, advertising, CMA presentations, and social media activity from a single workflow. CRM data from MoxiEngage feeds directly into RISE so that outreach actions are triggered by contact status and pipeline stage rather than manually scheduled.

The partner integration ecosystem allows third-party lead sources and technology providers to connect with MoxiWorks through a documented integration program. Specific partner names are listed on the MoxiWorks partner integration page at moxiworks.com. Brokerages using lead generation platforms, transaction management tools, or financial systems should verify compatibility with the MoxiWorks team during the evaluation process.

Because MoxiWorks is a brokerage-focused platform rather than a consumer SaaS product, integrations are typically scoped and enabled at the brokerage level rather than activated individually by each agent.

MoxiEngage Pros and Cons

Pros:

• Built specifically for residential brokerages, not retrofitted from a generic CRM
• Agent privacy model is a genuine differentiator that makes agent adoption easier
• Broker dashboard provides live, actionable pipeline visibility without waiting for reports
• Part of a full-stack MoxiWorks platform if the brokerage wants AI marketing, CMA, and email in one contract
• Vendor-reported results from real brokerage deployments (52% higher sales volume, 53% more transactions)
• Spun out of Windermere Real Estate, so the product philosophy comes from running a real brokerage

Cons:

• No self-service sign-up or published pricing; sales cycle required even for small offices
• Brokerage-level buying model means solo agents and small independent teams cannot purchase independently
• No public mobile app details confirmed for the CRM component specifically
• Pricing is not disclosed publicly, making budget comparison harder without a direct sales conversation
• Product-specific pages on moxiworks.com are sometimes JS-rendered, limiting self-service research

How MoxiEngage Compares to Other Real Estate CRMs

The residential real estate CRM market includes a wide range of tools positioned differently by target buyer. MoxiEngage targets the brokerage buyer specifically, which sets it apart from agent-centric platforms:

• Follow Up Boss and Wise Agent are priced per agent and purchased by agents directly, making them more accessible for teams and independent agents but less suited for brokerage-wide deployment and oversight
• Zurple focuses on automated follow-up with IDX leads but lacks the broker dashboard and privacy model
• RealtyBackOffice handles the back-office and commission side of brokerage management rather than the CRM and prospecting side
• Realeflow targets real estate investors rather than traditional residential agents and brokerages

The clearest competitive advantage of MoxiEngage is the combination of individual agent autonomy (private contacts) with brokerage-level performance visibility. Few CRMs in the residential space offer both within a single product designed for the brokerage as the buyer.

Buyers comparing options in the real estate CRM software market should consider whether they are buying on behalf of a brokerage or as an individual agent, since that distinction will determine which products are even available to them.

MoxiEngage Setup and Onboarding

MoxiEngage deployments are managed directly by the MoxiWorks customer success team. Because pricing is brokerage-specific and the product is sold through a consultative sales process, onboarding is typically a structured rollout rather than a self-service configuration.

The process generally involves a kick-off with the brokerage's management team, agent training sessions, data migration from the prior CRM or spreadsheet, and configuration of the broker dashboard settings. MoxiWorks provides ongoing support through their customer support team and a learning lab resource for agents.

Brokerages that are migrating from another CRM should prepare a clean export of their contact data and a list of active lead sources before the onboarding kick-off to reduce ramp time.

MoxiEngage Security and Customer Support

MoxiWorks is an established technology vendor serving large residential brokerages in the United States. The agent contact privacy model is a deliberate architectural decision, not a feature toggle, meaning agent data separation is built into how the platform stores and displays records at a structural level rather than relying on permission flags alone.

Customer support is available through the MoxiWorks support center and a learning lab with training resources for both brokers and agents. Specific SLA terms and data processing agreements are available on request during the sales process.

What Real Buyers Report About MoxiEngage

According to vendor-published case studies, brokerages report measurable gains after adopting MoxiEngage as part of the MoxiWorks suite. Wallace Real Estate recorded 288% CRM growth, a 48% email open rate (against a 22% industry average), and over 2,600 CMAs built within a year. The Group and Barrett Sotheby's International Realty are cited as customers who improved operational efficiency by centralizing their technology stack on the MoxiWorks platform.

Eric Thompson, President of Windermere Real Estate Services Colorado, stated that the goal-setting and business-tracking tools inside the CRM keep agents on track. Windermere has a direct connection to MoxiWorks through its origins, and several Windermere-affiliated offices are among the platform's reference customers.

From a buyer's perspective, the agent privacy model tends to be the decision-making factor for brokerages where experienced agents are evaluating whether to trust a brokerage-provided CRM with their personal sphere of influence. Brokerages that communicate the privacy architecture clearly during rollout report stronger agent adoption rates.

One limitation noted in the buying process is that the lack of published pricing makes it harder to complete a competitive analysis without going through a sales call. Buyers should budget additional time for the evaluation cycle compared to self-service CRM tools.

Is MoxiEngage Worth It?

MoxiEngage is worth evaluating for any residential brokerage that has struggled with agent CRM adoption, has limited visibility into pipeline health, or wants a single vendor relationship for CRM, marketing, and presentation tools.

The agent privacy model removes the most common objection to brokerage-provided CRM tools, which makes adoption easier to mandate or incentivize. The broker dashboard delivers the operational transparency that most brokerage leaders say they need but rarely get from agent-purchased tools that management cannot see into.

For solo agents or small teams looking for a self-service CRM with monthly billing, MoxiEngage is not the right fit. The buying process requires a sales conversation and brokerage-level commitment. But for a brokerage at 20 or more agents trying to lift overall performance and reduce deal drop-off, the brokerage-first architecture makes MoxiEngage one of the more purpose-built options in the real estate CRM software market.

Brokerages comparing MoxiEngage against other platforms should also consider whether they want a modular CRM only or a full-stack brokerage technology partner. Hire Aiva and Tenant Turner address adjacent use cases around lead conversion and rental lead management that fall outside the core MoxiEngage scope.

Verified on 2026-06-12. All facts sourced from moxiworks.com and vendor-published case studies. Author: Nirula Patel.