Real estate agent CRMs at a glance
Pricing checked October 24, 2026, in USD. Billing periods and included users differ; setup, usage, taxes, and add-ons can increase the total. Confirm current terms using each pricing link. On smaller screens, scroll the table horizontally to see all columns.
| PLATFORM | PRICING (USD) | AGENT & TEAM FIT | WHAT TO VERIFY |
|---|---|---|---|
| Follow Up Boss | $69/user/month Grow, billed monthly; $58/user/month billed annually. Calling is an extra $39/user/month on monthly billing, or $33/user/month billed annually. Taxes may apply. Official pricing | An agent-and-team CRM centered on organizing leads, tracking conversations, follow-up, and team accountability. Its public materials emphasize integrations, mobile access, and calling and texting workflows. | Connect your actual lead sources and test assignment, contact history, action plans, and mobile follow-up. Confirm calling and messaging inclusions, seat costs, and which website or transaction tools remain separate. |
| Lofty | Request a quote Agent, Team, Broker, and Enterprise plans list “Request Pricing.” Ask for package, setup, website, AI, and lead-generation costs. Official pricing | A real-estate platform connecting CRM with IDX website activity, Smart Plans, property alerts, lead scoring, and team reporting. It may suit agents who want website engagement and follow-up in a connected system. | Separate CRM functionality from website, AI, advertising, and other package components. Ask about MLS availability, setup, data migration, communication charges, and which automations require oversight. |
| BoldTrail | Contact sales BASE, PLUS, and PRO plans use sales-based pricing. Confirm brokerage-provided access, seats, implementation, and optional products. Official pricing | A broader real-estate platform whose Smart CRM describes personal and company contact controls, centralized lead management, contact validation, and routing by factors such as source, location, or price point. | Check what your brokerage already provides before buying independently. Demonstrate database permissions, lead reassignment, agent accountability, export rights, and the terms for keeping your own contacts if you leave. |
| Wise Agent | $49/month or $499/year Base CRM includes up to 5 team members on a shared login. Separate logins, SMS, and other add-ons cost extra. Official pricing | A real-estate CRM combining contact management, lead pipelines, follow-up campaigns, team tasks, calendars, and transaction checklists. It is worth evaluating if relationship management and repeatable day-to-day processes are the priority. | Build a buyer follow-up plan, a past-client reminder, and a contract-to-close checklist. Confirm integrations, team access, messaging costs, onboarding, and whether its transaction tools cover your coordinator’s needs. |
| Real Geeks | $399/month + $500 setup Base platform includes 2 users. IDX feeds add $10/board/month; extra users, lead packages, and upgrades cost more. Confirm the commitment term. Official pricing | A platform combining a property-search website with its Lead Manager CRM. Its product materials connect contact organization and automated engagement with lead activity on the website; marketing services are also offered. | Evaluate the website and CRM together, including local MLS support, lead capture, listing alerts, and activity-triggered follow-up. Confirm what is included versus paid marketing, optional services, and future-release features. |
Choose the workflow before choosing the CRM
A solo agent building repeat and referral business has different needs from a team distributing paid internet inquiries across several agents. The solo operator may prioritize clean records, relationship reminders, and a usable mobile app. The team may need routing, shared communication history, response reporting, and reassignment rules. Neither benefits from paying for a broader platform unless someone will configure it and keep the process current.
Follow Up Boss vs Lofty: connected tools or a broader platform?
Follow Up Boss emphasizes an integration-friendly CRM approach, while Lofty presents CRM alongside website activity, property alerts, and a wider agent platform. Compare both using the same buyer inquiry: where it enters, who receives it, what the agent sees, and how follow-up happens. If your existing website and lead sources work well, test whether the CRM connects cleanly. If replacing the website is part of the project, evaluate the complete package and its implementation demands.
BoldTrail, Wise Agent, and Real Geeks solve different buying problems
BoldTrail’s published CRM controls make brokerage lead ownership and agent accountability important demo topics. Wise Agent’s contact, campaign, and checklist features make it worth testing for relationship-led businesses and repeatable client service. Real Geeks ties the decision more closely to a property-search website and its lead activity. These distinctions are starting points for evaluation, not evidence that one provider produces better conversion or more closings.
An agent CRM is not the same as an investor CRM
Agent workflows usually revolve around buyers, listings, showings, referrals, and transaction coordination. Investor acquisition workflows may instead need seller qualification, underwriting, purchase offers, disposition, and investor-specific operating stages. Businesses that do both should test both workflows explicitly. Do not assume a product built for one audience supplies the other audience’s processes without configuration or additional software.
Run a migration test before committing your database
Use sample contacts rather than your full database to test imports, duplicates, tags, relationship history, and communication preferences. Then check the export: can you retrieve the notes, tasks, ownership, and activity records you will need later? Get written terms for cancellation, website ownership, number portability, and agent or brokerage data access. A successful import is only part of a safe transition.
Questions worth asking before you decide
- 01Database management: test tags, relationships, buyer and seller pipelines, notes, duplicates, referrals, and past-client reminders.
- 02Lead intake and ownership: verify how your actual lead sources enter the CRM, who gets assigned, and what happens when an agent does not respond.
- 03Communication: try calls, texts, email, shared history, mobile access, opt-out handling, and the cost of any usage-based features.
- 04Nurture and property search: distinguish follow-up campaigns from IDX websites, listing alerts, search activity, and paid lead generation.
- 05Transaction handoff: check tasks, checklists, documents, and integrations with your coordinator or transaction-management system.
- 06Team and brokerage controls: confirm permissions, personal versus company contacts, reporting, export rights, and access when an agent leaves.
- 07Total ownership cost: request a quote covering seats, setup, migration, website and MLS costs, calling, texting, automation, support, and cancellation.
Beyond the vendor: reviews & Reddit discovery
Compare reviews from solo agents, teams, and brokerages separately. Look for day-to-day mobile use, lead routing, contact imports, adoption, support, and charges beyond the base subscription. Check whether the reviewer used the same plan or reseller configuration you are considering.
Start with Follow Up Boss Capterra reviews. Read both favorable and critical accounts, including dates, reviewer context, incentive labels, and provider responses.
Find reviews and Reddit discussions for every option
Review and Reddit searches are discovery tools, not verified evidence. Check dates, incentives, and reviewer context. See how we compare tools for our sourcing approach.
Evidence behind the recommendation
Sources checked . Customer-review observations are paraphrased individual accounts.
Agent accountability depends on the work being logged
Capterra reviews of Follow Up Boss include praise for its mobile app, lead follow-up, and team oversight. One reviewer explicitly ties accountability to calls being logged; another asks for broader automation. These are individual experiences, not a complete description of current plan features.
For an agent team, evaluate whether calls, lead assignment, and next actions remain visible during a normal working day. For an investment company managing acquisitions and dispositions, our preferred operating system remains Left Main REI.
Keep comparing
Use adjacent guides to clarify the operating choice. Attribute accessible review-site accounts as individual experiences; Reddit links and searches are discovery leads, not evidence we claim to have read or verified in full. Check product details and terms against current provider materials.
Frequently asked questions
What is the best CRM for real estate agents?+
There is no universal best CRM. Follow Up Boss emphasizes lead organization and communication; Lofty and Real Geeks connect CRM with property-search websites; BoldTrail offers agent and brokerage controls; Wise Agent combines contact management, campaigns, and checklists. Compare the workflow and exact package you will use.
Which agent CRMs offer IDX website workflows?+
Lofty and Real Geeks both describe CRM workflows connected to IDX or property-search websites. BoldTrail also offers website products within its broader platform. Verify MLS availability, package inclusions, setup costs, and how search activity reaches the CRM.
What should a solo real estate agent look for in a CRM?+
Prioritize reliable contact records, easy follow-up, past-client and referral reminders, a usable mobile workflow, and manageable costs. Test the actual tasks you perform each week before paying for team or brokerage features you do not need.
What should a real estate team compare?+
Test lead routing, shared conversation history, reassignment, permissions, accountability reports, and transaction handoffs. Ask how company-generated and agent-owned contacts are treated, including what happens when someone leaves.
Does a real estate CRM automatically generate leads?+
Not necessarily. A CRM can organize and nurture contacts without including advertising or lead supply. Websites, paid campaigns, AI tools, and marketing services may be separate products or add-ons. Ask for an itemized package and budget.
How much does an agent CRM cost?+
Current costs depend on seats, package, implementation, website and MLS services, communication usage, and add-ons. Compare written quotes for the same team size and workflow rather than a base subscription price alone.
For current product details, visit the official vendor pages. Product scope, available functions, integrations, and commercial terms can change.