Shaker

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.

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

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

• Real estate CRM
• Transaction management
• Real estate workflow
• Client communication portal
• Agent productivity software

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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.
2. Professional Services: Onboarding and training services through Shaker School educational platform.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels10 records

Core 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

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature11 records

Partnerships

Six partnerships are on record, tiered flagship, core and strategic.

• AccountTechflagshipStrategic or Co-development Partner · 10 September 2024AccountTech, 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.
• BombBombcoreTechnology or Integration · 31 August 2023BombBomb 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)strategicGTM or Marketing Partner · 19 April 2023DMAR 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.
• SkySlopecoreTechnology or Integration · 4 October 2022SkySlope integration enables enhanced transaction management capabilities for Shaker users.
• DotloopcoreTechnology or IntegrationDocuSign Rooms and DocuSign eSignature integration provides seamless document signing and data transfer within the Shaker platform.
• DocuSigncoreTechnology or IntegrationDocuSign 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

Direct 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

• Xx.com/shakerhq
• YouTubeyoutube.com/watch?v=8jhwYvwbIDQ
• Facebookfacebook.com/meetshaker
• Instagraminstagram.com/shaker.io
• LinkedInlinkedin.com/company/meetshaker

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shaker