Industry
CRM advice for real estate
For agents and teams, a CRM lives or dies on lead response time. Brokerages also weigh IDX websites and back-office tools.
Questions to ask any vendor
- Which lead sources connect natively?
- Is IDX included or separate?
- How is pricing structured for teams vs brokerages?
What decides the shortlist
Lead routing and speed
Follow Up Boss focuses on fast lead routing and follow-up for teams, from $58 per user on annual billing.
All-in-one vs best-of-breed
Lofty bundles CRM with IDX websites; BoldTrail (formerly kvCORE) is a brokerage-wide platform. Both quote.
Budget options
Wise Agent costs $42 a month for up to five users, with transaction management included.
CRMs in our directory for real estate
Listed whether or not a vendor pays referral fees. Estimates are labeled.
| CRM | Starting price | Pricing | Best for |
|---|---|---|---|
| Follow Up BossBest for real estate teams | $58/user/mo | Published | 1–100 users |
| Wise AgentBest budget pick for agents | $42/mo | Published | 1–5 users |
| LoftyBest all-in-one with IDX | Quote only | Quote only | 1–1000 users |
| BoldTrail (kvCORE)Best for brokerages | Quote only | Quote only | 10+ users |
Questions buyers ask
What happened to kvCORE?
Inside Real Estate renamed it BoldTrail.
Terms to know
Lead · Lead routing · Drip campaign · IDX
Talk to an advisor about real estate CRMs
A 30-minute consultation to review your process, shortlist and budget.