Shaker
Where teamwork flows. Close faster, communicate better and convert real estate transitions
Shaker is a collaborative client relationship and workflow manager for real estate teams, covering transaction management, client communication, and team performance tracking. It centralizes tasks, deadlines, documents, and contact records so team leads, agents, coordinators, and assistants can work from shared deal and pipeline views.
Core modules include modern project and transaction management with task tracking, deadline monitoring, document and email storage for compliance, and contract auto-population; relationship management with a contact database, tags, automated stay-in-touch action plans, and birthday or anniversary emails; a branded client portal with transaction timelines, client tasks, vendor introductions, and secure document sharing; and reporting with customizable dashboards, KPI tracking, lead source analysis, and goal setting. Integrations include DocuSign eSignature and Rooms, Dotloop, SkySlope, Gmail, Microsoft Outlook, Google Calendar, MLS connections, Realtor.com, Showcase IDX via Zapier, and Zapier for connecting additional apps. A mobile app is available for agents.
Shaker is built for real estate teams, brokers, and agents. It is packaged in three editions: Essentials for admins and teams, with up to three transaction checklists and volume discounts for three or more users; Advanced, which adds unlimited checklists, a customizable team dashboard, goal tracking, advanced reporting, and the SkySlope integration; and Brokers & Teams, a custom-quoted package with custom permissions, implementation training, onboarding, data import, and premium support. Pricing is available by contacting the vendor.
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