Days 1–3
Owner or manager sets up offices (if more than one), invites agents, and reviews roles and feature access. Agents sign in, land on Today, and get oriented.
Quick answer
Seam is one connected workspace instead of several disconnected tools.
On the Complete Platform, a team’s daily work (Journey Agent + CRM), a client’s plan (Journey), and lead intelligence (Signals) all read and write the same client record, so nothing has to be copied between systems by hand. Most teams are working real clients inside the first week.
Before you startKnow roughly how many agents need seats and whether you’re replacing a CRM or introducing Seam alongside it.
Ask for helpUse Request a walkthrough for a live look at your specific workflow. Once you have an account, the Assistant button answers how-to questions, and the guides are linked below.
01 / What Seam is
Three connected pieces, one client record.
Journey Agent + CRM is the console your team works from every day — contacts, tasks, documents, and transactions. Journey is the client-facing plan your buyers, sellers, and homeowners see. Signals surfaces the moments worth acting on. On its own it lets you claim those leads, sends alerts, and sends claimed leads to your CRM, without a CRM or Journey workspace of its own. On the Complete Platform it sits inside Journey Agent + CRM, where a claimed lead converts into a client, and all three stay linked to the same underlying client record, so a note added on one side of a relationship is visible everywhere it should be.
Start hereYou want the one-paragraph version before evaluating further.
Finished whenYou know which of the three pieces matters most for the way your team already works.
See the full breakdown of each product, and how they compare to running separate point tools, on the products page and in the CRM comparison.
02 / How a team gets set up
Four steps from decision to a working account.
None of this requires a sales cycle if you’d rather move on your own schedule — self-serve sign-up is open in all 50 states and the District of Columbia, with no waitlist.
Choose a plan.
Pick the individual or brokerage plan that matches your team size and whether you need the CRM entitlement; see current pricing for what’s actually for sale today.
Create the account.
Use Create an account to start the workspace. A brokerage buying seats for a team will do this once, as the owner.
Invite your agents.
An owner or manager invites each agent by work email, sets their office and role, and reviews feature access — covered in full in the brokerage management guide.
Invite your first clients.
Once a client record exists, send a Journey invitation so the client sees their plan — covered in the real estate agent guide’s Journey invitation section.
03 / Your first two weeks
What “getting started” actually looks like day to day.
There’s no formal onboarding gate — the workspace is usable from the first sign-in — but most teams follow a similar rhythm.
Days 4–7
Active leads and clients get entered or imported; agents start working Today as their daily operating list and invite their first clients to Journey.
Week 2
Calendar and Communications settle into daily use, the first documents move through requests, and — if the team wants it — Find Leads prospecting or campaign tools get switched on.
Bringing data from an existing system?
Seam can become the team’s daily workspace or run alongside what you already use — any available connection is reviewed with you before anything moves. Tell us what you’re moving from and we’ll walk through what that looks like.
04 / Choosing what to switch on
Not every team needs every tool from day one.
A small independent agent and a multi-office brokerage set up differently, and that’s expected.
Individual agent
Sign up, invite your own clients to Journey, and work Today. Add Signals prospecting or the CRM entitlement later if you decide you need them.
Small team
An owner invites a handful of agents into one office, sets shared roles, and everyone works from the same client records.
Multi-office brokerage
Set up each office first, then invite agents into the right one; billing, compliance, and roster oversight live in one management view across every office.
05 / The Assistant
Everyone who signs in gets an Assistant button.
Once someone is signed in, an Assistant button floats on every page of the web workspace, and a round button sits in the three apps: Journey Home, Journey Agent, and Journey Partner. It answers how-to questions from these guides, limited to what that person’s role can use, and it knows which page they have open. Everything it writes is labelled AI assistant, with a note that it can be wrong, because it is meant to be checked.
Agents and managers
Ask what is overdue today or how to do something in Seam. The Assistant can propose a task or a note for a client, but a proposal made in the chat is only saved when the agent approves it, and it does not message clients.
Buyers, sellers, and homeowners
Ask about the plan or how to use Journey. The Assistant cannot send or change anything. It can open a request form already filled in, for the client to check, choose who receives it, and send.
Partners and business owners
Help only: it explains how to use the workspace and points to the screen where they make the change.
Brokerage owners and brokers
AI is on by default for a brokerage’s workspace. An owner or broker reads and acknowledges the AI notice, which explains how it is used, and acknowledges it again when it changes. See the brokerage management guide.
06 / Where to go deeper
Once you’re in, the role guides take over.
Real estate agents
Open the agent guide for Today, clients, leads, calendar, communications, and transactions.
Buyers, sellers, and homeowners
Open the homeowner guide for the client-facing Journey plan.
Brokerage owners and managers
Open the management guide for offices, agents, billing, and compliance.
Partners
Open the partner guide for lenders, title companies, inspectors, and other invited partners.
Local business owners
Open the business owner guide to claim a Local Living Guides listing and keep it current.
Have a specific question before you buy? Check the FAQ, the glossary if a term is unfamiliar, or Security & Trust for how access and data are handled.