For Coldwell Banker agents
The CRM for Coldwell Banker agents that answers to you.
Coldwell Banker is one of the oldest names in the business, and its tools are real — the Desk portal and the Moxi suite at company-owned offices (as published, July 2026). But what you get depends on which Coldwell Banker your license sits with, and the daily grind of who-wrote-back-and-who-didn't lands on you either way. Marshal takes that grind: your Gmail becomes a self-building CRM, replies arrive drafted for your approval, and AI calls book consultations onto your own Google Calendar.
- AI drafts. You approve.
- Zero data entry — the CRM grows itself
- Consistent across every office
The Coldwell Banker stack
What a solo agent actually gets at Coldwell Banker.
As published, July 2026 — Coldwell Banker mixes company-owned brokerages and independent affiliates, so check what your office provides.
Varies
Which Coldwell Banker are you at?
Company-owned Coldwell Banker Realty provides the Desk portal and the Moxi suite — MoxiEngage CRM, MoxiPresent, and more (as published, July 2026). Independent affiliates choose their own stack. Your tools depend on your door.
Marketing
A suite strongest where the brand shines
The Moxi tools lean into presentations, marketing, and brand — genuinely useful for winning the listing. The unglamorous middle — answering, chasing, staying warm for years — still runs on your inbox and your memory.
Yours
Follow-up is a personal asset
The relationships that produce your next decade of referrals live in your Gmail, not in any office rollout. A system that compounds them should belong to you the same way they do.
The fit
How Marshal rides alongside your Coldwell Banker office.
01
Turn your Gmail into the CRM
Connect the account your clients actually write to, and Marshal builds contacts, timelines, and to-dos from years of real threads — no data entry, no dependence on what your office rolled out.
02
Send follow-ups you only had to approve
Marshal drafts thread-aware replies and check-ins, turns unanswered threads into to-dos, and resurfaces aging relationships. Nothing goes out in your name without your sign-off.
03
Hand the phone work to the AI
Marshal's AI calling assistant dials, discloses that it's calling on your behalf, qualifies, and books consultations straight onto your Google Calendar. Your office tools, splits, and reporting are untouched.
FAQ
Coldwell Banker questions, answered straight.
Does Marshal replace Desk or the Moxi suite?
No. Whatever your office provides — Desk, MoxiEngage, MoxiPresent — and whatever your brokerage requires you to run through it, stays there. Marshal is the personal layer on your own Gmail and Google Calendar: the self-building CRM, the approved drafts, the AI-booked calls.
Is Marshal affiliated with Coldwell Banker?
No. Marshal is an independent product, not affiliated with, endorsed by, or sponsored by Coldwell Banker. Coldwell Banker and its marks belong to their owners. Marshal serves the individual agent, whichever office they're at.
If I switch offices — or brokerages — does Marshal come along?
Yes, exactly as it is. Marshal lives on your own Gmail and Google Calendar rather than any brokerage stack, so a move changes your letterhead, not your contacts, timelines, or follow-up plans.
Will Marshal ever send something without me?
No. AI drafts, you approve — every email waits for your sign-off before it sends. On the phone, the AI assistant always discloses that it's calling on your behalf, and everything it books lands on your calendar for you to see.
Marshal is an independent product and is not affiliated with, endorsed by, or sponsored by Coldwell Banker. Coldwell Banker and its marks belong to their respective owners.
AI drafts. You approve.
Connect Gmail and the follow-up starts writing itself — nothing sends without you.