Migrate your Brivity data
All-in-one real estate CRM combining CRM, marketing automation, and transaction management under one roof, built by a brokerage that manages over $1B in annual sales.
In its favor
Why people choose Brivity
The signal that keeps Brivity on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
All-in-one consolidation removes the need to buy and integrate separate CRM, marketing, and transaction tools, reducing tool sprawl for solo agents and teams alike.
Built by Ben Kinney Companies, which runs brokerages managing over $1B in sales, so the platform reflects real-world real estate workflows rather than generic CRM logic.
Weekly coaching webinars and continuous product updates keep users engaged and give teams structured guidance on using the platform to its full extent.
Live support and hands-on onboarding are included with every plan, giving new users a dedicated setup process rather than self-serve documentation.
IDX website and lead capture are bundled in rather than sold as expensive add-ons, making the entry price more predictable for agents who need a web presence.
Setup is time-consuming and the feature set is wide, so teams commonly report they only use a fraction of what they pay for each month.
Brivity organizes and tracks existing leads but does not generate new ones, frustrating teams whose real problem is inconsistent lead flow rather than poor follow-up.
Add-on costs for AI writing, recruiter tools, and virtual assistants stack on top of the base price, leading to sticker shock once the full feature set is licensed.
The platform can feel overwhelming initially, especially for solo agents who do not need team accountability dashboards or complex pipeline management.
Reasons to switch
Why people leave Brivity
The recurring reasons buyers give for replacing Brivity. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Brivity fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Brivity pricing overview
Brivity starts at $299 per month for solo agents and scales with team size and feature add-ons. The base tier includes CRM, IDX website, and transaction tools, but AI features, recruiting tools, and virtual assistant services are billed as separate add-ons, making the effective monthly cost significantly higher than the entry price for fully-equipped teams.
Solo Agent
Tier 1 of 3
$299/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Brivity's schedule — see our quote-based pricing →
What gets migrated
Brivity object support
Object-by-object support for Brivity migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are the primary object in Brivity and include standard fields (name, phone, email, address) plus custom properties. We map them directly into any destination CRM's Contacts or Leads object, preserving custom field values where column headers match.
Leads
Fully supportedLeads in Brivity represent early-stage prospects not yet in a pipeline. We treat them identically to Contacts for migration purposes and flag any Lead_Status custom property for mapping to the destination's lifecycle or lead-stage field.
Deals (Transactions)
Mapping requiredBrivity transactions include address, price, stage, assigned agent, and dates. We map the standard fields but flag that closing-commission fields (GCI) may need to be recreated as custom properties at the destination since not all CRMs store commission data natively.
Properties (Listings)
Mapping requiredProperties in Brivity are tied to MLS data through the IDX integration. We migrate the listing address, price, status, and description fields, but MLS-specific IDs and IDX configuration cannot be transferred and must be re-established at the destination.
Pipeline Stages
Mapping requiredBrivity uses named pipeline stages (e.g. Prospect, Active, Under Contract, Closed). We map stage names 1:1 where the destination CRM has a comparable pipeline, but custom stage logic and automation triggers tied to stage changes do not transfer.
Auto Plans (Automated Sequences)
Not in this platformAuto Plans are Brivity's automated follow-up sequences tied to Contact records. These are internal workflow definitions with no documented export mechanism. We preserve the sequence names and tags as custom Contact properties so the logic can be rebuilt manually at the destination.
Activity History (Calls, Texts, Tasks)
Mapping requiredBrivity tracks calls, texts, emails, and tasks with timestamps and agent attribution. We map activity type, date, and summary text, but detailed call recordings and SMS content require separate export steps and may not be available via standard CSV export.
Teams and Agent Assignments
Mapping requiredTeams in Brivity consist of agents assigned roles and reporting structures. We map team names and agent assignments to the destination's equivalent structure, but custom permission levels and team-specific pipeline configurations require manual recreation.
Custom Properties
Mapping requiredBrivity allows custom fields on Contacts and Deals. We include these in migration scoping as long as they appear in the exported CSV. Fields that exist only in the UI and are not stored as exportable columns will not transfer.
IDX Website Configuration
Not in this platformBrivity IDX websites are tied to the platform's own hosting and MLS feed configuration. These cannot be exported and must be rebuilt at the destination CRM or with a separate IDX provider.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are the primary object in Brivity and include standard fields (name, phone, email, address) plus custom properties. We map them directly into any destination CRM's Contacts or Leads object, preserving custom field values where column headers match. |
| Leads | Fully supported | Leads in Brivity represent early-stage prospects not yet in a pipeline. We treat them identically to Contacts for migration purposes and flag any Lead_Status custom property for mapping to the destination's lifecycle or lead-stage field. |
| Deals (Transactions) | Mapping required | Brivity transactions include address, price, stage, assigned agent, and dates. We map the standard fields but flag that closing-commission fields (GCI) may need to be recreated as custom properties at the destination since not all CRMs store commission data natively. |
| Properties (Listings) | Mapping required | Properties in Brivity are tied to MLS data through the IDX integration. We migrate the listing address, price, status, and description fields, but MLS-specific IDs and IDX configuration cannot be transferred and must be re-established at the destination. |
| Pipeline Stages | Mapping required | Brivity uses named pipeline stages (e.g. Prospect, Active, Under Contract, Closed). We map stage names 1:1 where the destination CRM has a comparable pipeline, but custom stage logic and automation triggers tied to stage changes do not transfer. |
| Auto Plans (Automated Sequences) | Not in this platform | Auto Plans are Brivity's automated follow-up sequences tied to Contact records. These are internal workflow definitions with no documented export mechanism. We preserve the sequence names and tags as custom Contact properties so the logic can be rebuilt manually at the destination. |
| Activity History (Calls, Texts, Tasks) | Mapping required | Brivity tracks calls, texts, emails, and tasks with timestamps and agent attribution. We map activity type, date, and summary text, but detailed call recordings and SMS content require separate export steps and may not be available via standard CSV export. |
| Teams and Agent Assignments | Mapping required | Teams in Brivity consist of agents assigned roles and reporting structures. We map team names and agent assignments to the destination's equivalent structure, but custom permission levels and team-specific pipeline configurations require manual recreation. |
| Custom Properties | Mapping required | Brivity allows custom fields on Contacts and Deals. We include these in migration scoping as long as they appear in the exported CSV. Fields that exist only in the UI and are not stored as exportable columns will not transfer. |
| IDX Website Configuration | Not in this platform | Brivity IDX websites are tied to the platform's own hosting and MLS feed configuration. These cannot be exported and must be rebuilt at the destination CRM or with a separate IDX provider. |
Gotchas
What to watch for in Brivity migrations
Issues we've hit on past Brivity migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API forces CSV-based migration scoping
Auto Plans and automated sequences do not transfer
IDX website configuration is non-transferable
Add-on pricing creates unpredictable total cost
GCI and commission data may not survive field mapping
| Severity | Issue |
|---|---|
| High | No public API forces CSV-based migration scoping |
| High | Auto Plans and automated sequences do not transfer |
| Medium | IDX website configuration is non-transferable |
| Medium | Add-on pricing creates unpredictable total cost |
| Low | GCI and commission data may not survive field mapping |
Leaving Brivity?
Where Brivity customers move next
12 destinations Brivity can migrate to.
How a Brivity migration works
Four steps, Brivity-specific
Connect
Not publicly documented — Brivity has no published public REST API or developer portal into Brivity. Scopes limited to read-only on the data we move.
Map
We translate Brivity-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Brivity quirks before production.
Migrate
Full migration with Brivity rate-limit handling. Rollback available throughout.
FAQ
Brivity migration FAQ
Answers to the questions buyers ask most during Brivity migration scoping. Not seeing yours? Book a call.
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