--- title: "Sierra Interactive vs Brivity: compare the workflow" description: "Compare Sierra Interactive and Brivity by website scope, behavior-based follow-up, transaction tools, agent tasks, and costs before choosing a platform" canonical: "https://scalewithsearch.com/articles/sierra-interactive-vs-brivity" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # Sierra Interactive vs Brivity: compare the workflow Compare Sierra Interactive and Brivity through the work your team needs before and after a website inquiry. Include transaction work only if it belongs in the purchase. Require each provider to demonstrate the same contact, page, and follow-up tasks before choosing. Brivity's plans page lists CRM, website, marketing, and transaction-management categories. Sierra describes a combined website and CRM platform. [Brivity's plan descriptions](https://www.brivity.com/plans/), [Sierra's platform](https://www.sierrainteractive.com/). Checked: 2026.10.23. The selection criteria below are editorial recommendations. No customer workflow, ranking, or business result was measured. ## Decide whether transaction work belongs in the comparison Brivity's plans page describes transaction tools including task plans and a client portal. [Brivity's transaction-management descriptions, checked 2026.10.23](https://www.brivity.com/plans/). List what your team already uses after an agreement is signed. Mark each task as retained, replaced, or outside this purchase. Ask which tools the proposed Brivity plan includes. Request a separate answer from Sierra for any transaction requirement. Its inclusion and supported connection remain UNRESOLVED until the provider confirms your configuration. If transaction work is outside scope, compare the website and CRM requirements first. Keep the cost of retained tools in your total. ## Compare behavioral follow-up using one scenario Brivity's FAQ says Auto Plans can trigger from actions such as property views or email engagement. Sierra describes workflows using data or behavioral triggers. [Brivity's Auto Plans FAQ](https://www.brivity.com/faq/), [Sierra's CRM workflow descriptions](https://www.sierrainteractive.com/our-solutions/real-estate-crm/). Checked: 2026.10.23. Write a sample sequence before the demo. State the triggering action, assigned person, proposed message, next task, and stopping condition. Ask each provider to show the sequence using a controlled contact. Have the contact reply and inspect what happens next. Check how an agent pauses the sequence and changes a mistaken assignment. A label such as automation is insufficient for choosing between the two. Inspect the conditions and work your agents must maintain. ## Inspect the website through a local publishing task Brivity's plans page lists customizable IDX websites and landing pages. Sierra publishes website designs and package-specific upgrades. [Brivity's web-presence descriptions](https://www.brivity.com/plans/), [Sierra's website features](https://www.sierrainteractive.com/pricing/). Checked: 2026.10.23. Supply an approved neighborhood guide, biography, seller-service explanation, and photographs. Request the proposed layout and navigation for each. Perform a correction yourself with the account access in the quote. Change text, replace a photograph, and edit the contact action. Record tasks requiring provider support and ask what those requests cost. Confirm the exact listing sources separately. Require the proposed search configuration to show relevant local results and a received property question. ## Ask an intended agent to perform the daily work | Task | Evidence to inspect in both demos | | --- | --- | | Open a new question | Received message with source and property context | | Identify the owner | Assigned person and applied rule | | Reply | Response reaches your controlled address | | Record the next step | Task linked to the right contact | | Handle an existing contact | Ownership follows your written policy | | Cover an absence | Approved fallback works in the proposed setup | Have an agent perform these tasks using their usual device. Record where they need help. Ask the provider to demonstrate a supported solution for each unresolved step. Use the [team inquiry-routing guide](/articles/multi-agent-website-lead-routing-rules) to prepare assignment and conflict cases. Keep website attribution and contact ownership explicit. ## Price the proposed configuration Request a dated quote with the selected plan, users, website work, listing sources, communications, optional services, and implementation. Include required tools you will keep elsewhere. Choose a comparison period before calculating totals. Ask what changes when another agent joins or an allowance is exceeded. Keep unquoted charges UNRESOLVED. Compare vendor descriptions against your actual quote when they conflict. Require the provider to settle included functions and limits in writing. Brivity's FAQ describes onboarding work including contact imports, website launch, routing rules, and team training. [Brivity's implementation FAQ, checked 2026.10.23](https://www.brivity.com/faq/). Request a dated onboarding plan from both providers. Assign an owner to sample imports, public-page review, inquiry tests, and team training. ## Require a usable transition and exit Ask for contact-export samples, reusable page content, image rights, domain-account control, and the cancellation process. Keep complete history transfer and website-file portability UNRESOLVED until inspected. Choose the demonstrated scope your team can operate and maintain. Bring your existing site, retained transaction tools, follow-up scenario, and inquiry requirements to [Scale With Search's scope form](/work). [Real estate website resources](/for/real-estate). - [Real estate lead routing: rules for a multi-agent website](/articles/multi-agent-website-lead-routing-rules) - [Real estate CRM and website: map forms to contact records](/articles/real-estate-crm-and-website) - [Single property websites for agents: separate site or listing page?](/articles/single-property-websites-for-agents) ## Related: Real estate - [Real estate lead routing: rules for a multi-agent website](/articles/multi-agent-website-lead-routing-rules) - [Real estate CRM and website: map forms to contact records](/articles/real-estate-crm-and-website) - [Single property websites for agents: separate site or listing page?](/articles/single-property-websites-for-agents) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```