Shaker
Shaker is a cloud-based CRM and transaction management platform built for US real estate teams, unifying deal tracking, client communication, workflow automation, and broker reporting, acquired by AccountTech in September 2024.
- Company typePrivate
- Founded2020
- HeadquartersIndianapolis, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Shaker does
Shaker is a cloud-based SaaS platform that combines CRM and transaction management functionality specifically for US real estate teams, agents, and brokerages. Its product unifies deal tracking from contract to close, a branded client-facing communication portal, team reporting dashboards, automated email/SMS drip campaigns, workflow automation tools, and native iOS and Android applications. Underlying architecture supports synchronization with Gmail and Outlook and integrates with 100+ MLS systems, plus core adjacent tools including DocuSign, Dotloop, SkySlope, BombBomb, and kvCORE, positioning the platform as a single pane of glass replacing multiple point solutions used by real estate teams.
The company operates a subscription-based revenue model with monthly and annual plans and additional professional services revenue through its Shaker School training program. Its go-to-market mixes self-serve signup via app.shaker.io with sales-assisted demos targeting mid-market and enterprise real estate brokerages. Distribution includes content marketing through a 60+ article blog, email campaigns, organic social (Twitter/X, Instagram, Facebook), industry event sponsorships (Inman Connect), association partnerships (Denver Metro Association of Realtors), and an alternative/comparison presence on G2.
Founded in 2020 by Chris Lucas, Ashley Walsh, and Michael Mattax out of the High Alpha venture studio in Indianapolis, Shaker (formerly Clerestory) raised $2 million in seed funding in November 2021 from High Alpha, Elevate Ventures, and angel investors. By September 2024 the platform had supported $447 million in cumulative transactions; in September 2024 Shaker was acquired by AccountTech, a web-based multi-tenant accounting solution for real estate, to combine transaction management with commission tracking, payouts, and compliance functionality. Named customers include RE/MAX, Berkshire Hathaway, Coldwell Banker, FC Tucker Realtors, The Packer Group, The Mike DelRose Team, and Laura Turner Realty Group.
Shaker firmographics
Firmographics- Name
- Shaker
- Legal name
- Shaker
- Website
- https://shaker.io
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Shaker is a cloud-based CRM and transaction management platform built for US real estate teams, unifying deal tracking, client communication, workflow automation, and broker reporting, acquired by AccountTech in September 2024.
- Ownership category
- akta.pro rank
Shaker industry classification
Industry- Product category
- Real Estate Transaction Management Software
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation & Campaign Management CRM (HDAEAFAB)
- akta.pro secondary industry
- Marketing Automation, CRM & Lifecycle Messaging (BPAMALAE)
Keywords
Where Shaker is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Shaker business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS: Monthly and annual subscription-based pricing model for platform access. Flexible plans with no hidden fees and flexible cancellation policies. Pricing tiers available for teams, brokers, and agents.
- Professional Services: Onboarding and training services through Shaker School educational platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Flexible subscription tiers for teams, brokers, and agents |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels10 records
Shaker product offering
Product offeringCore offering
Shaker provides a cloud-based SaaS platform that unifies CRM, transaction management, workflow automation, and a branded client communication portal built exclusively for real estate teams. It enables agents, team leads, and brokerages to manage real estate deals from contract to close, automate client communication through drip messaging and video email, and monitor team performance via reporting dashboards and goal management.
Product overview
Shaker is a single unified product—a collaborative CRM and transaction management platform built exclusively for real estate teams. It combines transaction management, a branded client communication portal, team reporting dashboard, contact management with automated drip messaging, and workflow automation into one all-in-one solution. The platform was launched in November 2020 (originally as Clerestory) by High Alpha venture studio and was acquired by AccountTech in September 2024, expanding into commission tracking, payouts, and deeper compliance functionality.
Differentiator
Problem solved
Functional benefit
Products and services
- Shaker (formerly Clerestory) Collaborative CRM and transaction management platform built exclusively for real estate teams. Unifies transaction management, a branded client communication portal, workflow automation, contact management with automated drip messaging, team reporting dashboards, goal management, and commission tracking into one all-in-one solution for agents, teams, and brokerages.
- Shaker School Educational platform hosted on Thinkific offering courses for onboarding and product training on the Shaker platform. Positioned as both a customer success tool for new users and a demand generation asset for prospective customers.
Quantifiable outcome
- 68% of buyers and sellers listed communication during the transaction process as their #1 frustration (survey conducted during product discovery)
- +1 more outcomes
Companies that use Shaker
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
Shaker technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature11 records
Shaker partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered flagship, core and strategic.
- AccountTechflagshipAccountTech, a web-based multi-tenant accounting solution for real estate, acquired Shaker in September 2024. The acquisition brings commission tracking, payouts, and deeper compliance functionality to Shaker's platform. Shaker continues to operate independently while integrating AccountTech features.
- BombBombcoreBombBomb integration allows Shaker users to record, store, and deploy personalized video content via email directly from within the Shaker platform, enhancing client communication with video capabilities.
- Denver Metro Association of Realtors (DMAR)strategicDMAR partnership announced in April 2023 brings Shaker's platform to DMAR's member agents and teams, providing marketing and distribution support for Shaker within the Denver real estate market.
- SkySlopecoreSkySlope integration enables enhanced transaction management capabilities for Shaker users.
- DotloopcoreDocuSign Rooms and DocuSign eSignature integration provides seamless document signing and data transfer within the Shaker platform.
- DocuSigncoreDocuSign Rooms and DocuSign eSignature integration provides seamless document signing and data transfer within the Shaker platform.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Shaker competitors and assessment
Company assessmentDirect peers
- Wise Agent: Real estate CRM with transaction management, contact organization, and drip campaigns aimed at individual agents and small teams. Directly comparable on core CRM functionality.
- Zurple: Real estate CRM with behavior-driven automated follow-up and lead-nurturing for agents and teams. Comparable on CRM + marketing automation positioning for real estate.
- SkySlope: Real estate transaction management and brokerage compliance platform serving agents, teams, and brokerages. Direct competitor with overlapping transaction management, e-sign, and compliance workflows.
- Liondesk: Real estate CRM, video email, and transaction platform targeted at individual agents and small teams. Competes on similar CRM, drip, and communication features.
- kvCORE: Real estate CRM, lead generation, and marketing automation platform for agents and brokerages. Overlaps with Shaker on CRM, drip messaging, and team-level workflows.
- Realvolve: CRM and workflow automation platform purpose-built for real estate agents and teams. Comparable to Shaker on contact management, drip campaigns, and team pipeline workflows.
- Dotloop: Transaction management platform owned by DocuSign, widely used by real estate agents and teams for managing contracts to close. Most directly comparable to Shaker on transaction workflow and broker/team use cases.
- Brokermint: Real estate brokerage accounting, commission tracking, and back-office platform. Now closely aligned with Shaker given the AccountTech acquisition and overlapping compliance/accounting use cases.
- Contactually: Relationship-focused CRM for real estate and other relationship-driven professionals. Comparable on contact management, drip campaigns, and team collaboration workflows.
Broad incumbents
- Lofty (formerly Chime): AI-powered real estate CRM, lead generation, and marketing platform serving teams and brokerages at scale. Overlaps with Shaker's CRM and marketing automation capabilities, but operates at a much larger scale with a broader product suite.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Shaker social profiles
Digital presenceShaker financial estimates
Financial estimateRevenue estimate
Valuation estimate
Shaker leadership team
Management profileNumber of profiles
Profiles5 records
Shaker funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Shaker M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Shaker
What does Shaker do?
Shaker provides a cloud-based SaaS platform that unifies CRM, transaction management, workflow automation, and a branded client communication portal built exclusively for real estate teams. It enables agents, team leads, and brokerages to manage real estate deals from contract to close, automate client communication through drip messaging and video email, and monitor team performance via reporting dashboards and goal management.
Is Shaker a public or private company?
Shaker is a private company. It is classified as corporate owned and is currently operating.
When was Shaker founded?
Shaker was founded in 2020. It employs 1 to 10 people.
Where is Shaker based?
Shaker is headquartered in Indianapolis, United States, in the North America region.
How does Shaker make money?
Two revenue lines are on record. Subscription SaaS are the primary driver. The others are professional Services.
Who are Shaker's main competitors?
Direct peers on record are Wise Agent, Zurple, SkySlope, Liondesk, kvCORE, Realvolve, Dotloop, Brokermint and Contactually. Lofty (formerly Chime) is listed as a broad incumbent.
Does Shaker have an API?
No public API is recorded for Shaker.
What industry is Shaker in?
Shaker's product category is Real Estate Transaction Management Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of BPAMALAE, Marketing Automation, CRM & Lifecycle Messaging. Its SIC code is 7372.