Comparing the best Real Estate CRM Software of 2026 includes 1. Follow Up Boss 2. kvCORE (BoldTrail) 3. LionDesk 4. Wise Agent 5. CINC 6. Real Geeks 7. Chime (now Lofty) 8. Sierra Interactive 9. Propertybase (Lone Wolf Front Office) 10. BoomTown.
TL;DR
- Best overall for teams: Follow Up Boss, 200+ lead source integrations, best lead routing in the category, $69/user/mo.
- Best budget pick for solo agents: Wise Agent, full CRM with transaction management at $49/mo for up to 5 users.
- Best all-in-one platform for brokerages: kvCORE (BoldTrail), IDX websites + CRM + lead gen + marketing automation bundled, 600+ MLS connections.
- Best for lead quality obsessives: CINC, $30M+ managed ad spend with daily optimization, starts ~$900/mo.
- Best affordable with video texting: LionDesk, the only CRM in this list with built-in video email and video texting, $30/mo.
Ten real estate CRMs compared on lead capture, drip campaigns, IDX integration, and transaction management. Which ones work for solo agents, which ones scale to 200-agent brokerages, and what the real cost looks like past the trial.
What is real estate CRM software?
Real estate CRM software helps agents and brokerages manage leads, automate follow-ups, track transactions from contract to close, and integrate with MLS/IDX feeds to connect listings with buyer interest.
Tools like Follow Up Boss, kvCORE, LionDesk, and Wise Agent differ on lead routing, drip campaigns, IDX website integration, transaction management, and total cost as your team scales.
Best Real Estate CRM Software comparison: features, pricing and verdicts
| Tool | Best for | Starting price | Free trial | External rating |
|---|---|---|---|---|
Best overall for real estate teams | $69/user/mo | 14-day free | G2 4.6/5 (115 reviews) | |
Best all-in-one platform for large brokerages | ~$499/mo (quote-based) | No (demo only) | G2 4.5/5 (1,535 reviews) | |
Best affordable CRM with video texting | $30/mo | 14-day free, no card | G2 3.4/5 (44 reviews) | |
Best for agents who want simplicity and support | $49/mo (up to 5 users) | 14-day free | G2 3.6/5 (15 reviews) | |
Best for teams obsessed with lead quality | ~$900/mo (quote-based) | No | G2 4.5/5 (Limited reviews) | |
Best IDX website + CRM combo for mid-size teams | $249/mo | No (demo only) | G2 4.5/5 (108 reviews) | |
Best AI-powered platform for tech-forward teams | $499/mo | No (demo only) | G2 4.5/5 (90 reviews) | |
Best SEO-optimized IDX websites for organic lead gen | $300/mo | No (demo only) | G2 4.7/5 (3 reviews) | |
Best Salesforce-powered CRM for enterprise brokerages | $79/user/mo | Free trial available | G2 2.7/5 (33 reviews) | |
Best done-for-you lead gen with human concierge | ~$1,000/mo (quote-based) | No (12-month contract) | G2 4.7/5 (587 reviews) |
How we chose these tools
We compared each real estate CRM on IDX/MLS integration depth, lead routing flexibility, drip campaign automation, transaction management, mobile experience, and published pricing across tiers. We cross-referenced recurring themes in G2, Capterra, and The Close reviews, verified pricing directly with vendor pages or third-party breakdowns in August 2026, and tested each tool’s lead capture and follow-up workflows. Pricing was verified in August 2026. All G2 ratings cited were pulled from search results on August 9, 2026.
Read the full CEOPickz.com testing methodology, the scoring criteria, weights, and the data we collect for every tool.
Detailed reviews
Follow Up Boss
Best overall for real estate teamsWhat's great
- 200+ lead source integrations (Zillow, Realtor.com, Sierra Interactive, Google, Facebook), the broadest in the real estate CRM category
- Lead routing is the strongest in this list, supports round-robin, zip code, price range, first-to-claim, and MLS area assignment
- Contact management scored 9.5 on G2 category benchmarks, the highest in this shortlist
Watch-outs
- No built-in transaction management, you need a separate tool like Dotloop or SkySlope for contract-to-close
- Built-in dialer costs an extra $33/user/mo on the Grow tier, not included at the entry price
- No IDX website included, Follow Up Boss is CRM-only, pair it with a separate IDX provider
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Grow | $69/user/mo | Solo agents or small teams without calling needs |
| Pro | $416/mo for 10 users | Teams of 5-15 agents with calling and automation |
| Platform | $833/mo for 30 users | Brokerages of 20-50+ agents |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | No |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | No |
Follow Up Boss compliance summary: Audit logs is no, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is no.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
Follow Up Boss integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ 14-day trial |
| AI | ✗ |
| Dialer | $ add-on $33/user/mo |
| Idx website | ✗ |
| Transaction management | ✗ |
Follow Up Boss feature availability summary: Free tier (✗ 14-day trial), AI (✗), Dialer ($ add-on $33/user/mo), Idx website (✗), and Transaction management (✗).
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kvCORE (BoldTrail)
Best all-in-one platform for large brokeragesWhat's great
- True all-in-one platform, IDX websites, CRM, lead gen, marketing automation, dialer, and transaction management in a single login
- IDX connects to 600+ MLSs across the US and Canada, broadest MLS coverage in this list
- AI-powered behavioral lead scoring adjusts messaging based on what leads are actually doing on your site
Watch-outs
- Steep learning curve, agents report needing 2-4 weeks before the system feels comfortable
- Pricing is completely opaque, no published tiers, must sit through a sales demo to learn the cost
- Reported glitches and slow page loads, particularly on the IDX website side
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Solo Agent | ~$499/mo (estimated) | Individual agents wanting full platform |
| Small Team | ~$1200/mo (estimated) | Teams of 3-10 agents |
| Brokerage | Custom (under $25/agent at 50+) | 50+ agent brokerages |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | Not publicly documented |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | Enterprise |
kvCORE (BoldTrail) compliance summary: Audit logs is not publicly documented, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is enterprise.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
kvCORE (BoldTrail) integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ demo only |
| AI | ✓ behavioral AI + smart campaigns |
| Dialer | ✓ built-in |
| Idx website | ✓ |
| Transaction management | ✓ |
kvCORE (BoldTrail) feature availability summary: Free tier (✗ demo only), AI (✓ behavioral AI + smart campaigns), Dialer (✓ built-in), Idx website (✓), and Transaction management (✓).
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LionDesk
Best affordable CRM with video textingWhat's great
- Only CRM in this list with built-in video email and video texting, a genuine differentiator for agents who want to stand out in a lead's inbox
- Most affordable entry point in the category at $30/mo, lower than every other tool here except Wise Agent
- Drip campaigns are dead simple to set up, agents can have automated follow-up running within an hour of signup
Watch-outs
- G2 rating of 3.4/5 is the second lowest in this list, glitchiness and UX inconsistency are recurring complaints
- Customer support described as poor by multiple reviewers, some report needing multiple calls to resolve basic issues
- Product direction is uncertain post Lone Wolf Technologies acquisition, the brand may fold into Lone Wolf Relationships
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Starter | $30/mo | Solo agents |
| Pro+ | $49/mo | Active agents |
| Elite | $99/mo | Teams |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | No |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | No |
LionDesk compliance summary: Audit logs is no, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is no.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
LionDesk integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ 14-day trial |
| AI | ✗ |
| Dialer | ✓ power dialer |
| Idx website | ✗ |
| Transaction management | Elite only |
LionDesk feature availability summary: Free tier (✗ 14-day trial), AI (✗), Dialer (✓ power dialer), Idx website (✗), and Transaction management (Elite only).
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Wise Agent
Best for agents who want simplicity and supportWhat's great
- One of the most beginner-friendly real estate CRMs, agents consistently praise the onboarding and simplicity
- Customer support is genuinely excellent, responsive and helpful, a recurring theme across every review platform
- $49/mo covers up to 5 users with full features, the best per-agent value in this list for small teams
Watch-outs
- G2 review count is thin (15 reviews), making the 3.6/5 rating statistically unreliable
- Contact dashboard feels dated, described by users as "scrolling through an address book" rather than a modern CRM view
- No IDX website, no built-in ad management, no AI features, it is a CRM and nothing more
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Monthly | $49/mo | Up to 5 users |
| Annual | $499/year (~$42/mo) | Same features with 14% discount |
| Enterprise | Custom | Large teams with custom needs |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | No |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | No |
Wise Agent compliance summary: Audit logs is no, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is no.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
Wise Agent integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ 14-day trial |
| AI | ✗ |
| Dialer | ✗ |
| Idx website | ✗ |
| Transaction management | ✓ |
Wise Agent feature availability summary: Free tier (✗ 14-day trial), AI (✗), Dialer (✗), Idx website (✗), and Transaction management (✓).
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CINC
Best for teams obsessed with lead qualityWhat's great
- CINC manages $30M+ in annual ad spend across its customer base with daily optimizations, a dedicated in-house ad team, not a DIY dashboard
- CRM automation is genuinely easy to use, agents can set up drip campaigns and lead routing without technical skills
- Customer support is excellent and timely, consistently praised in reviews
Watch-outs
- Lead quality complaints are real, bad phone numbers, invalid emails, and occasional spam leads come with the territory of high-volume paid lead gen
- Starting at ~$900/mo plus mandatory ad spend, CINC is priced for established teams, not new agents
- Some long-term customers report price increases that were not communicated well in advance
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Team | ~$900/mo + ad spend | Teams of 5-15 agents |
| Enterprise | Custom | 20+ agent teams and brokerages |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | Not publicly documented |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | Not publicly documented |
CINC compliance summary: Audit logs is not publicly documented, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is not publicly documented.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
CINC integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ demo only |
| AI | ✗ |
| Dialer | ✓ |
| Idx website | ✓ |
| Transaction management | ✗ |
CINC feature availability summary: Free tier (✗ demo only), AI (✗), Dialer (✓), Idx website (✓), and Transaction management (✗).
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Real Geeks
Best IDX website + CRM combo for mid-size teamsWhat's great
- IDX website builder with MLS integration, lead capture forms, forced registration, and user activity tracking, the website is the lead gen tool
- Additional user pricing drops aggressively at scale, $25/user/mo for 2-10 users down to $1/user/mo at 100+
- Estate IQ property valuation landing pages for seller lead generation, a genuinely useful seller-side tool most competitors lack
Watch-outs
- Website templates feel dated compared to newer competitors like Sierra Interactive or Chime/Lofty
- No self-serve free trial, must go through a sales demo to evaluate the product
- $250 one-time onboarding fee on top of the monthly subscription
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Establish | $249/mo + $250 setup | Solo agents and 2-user teams |
| Grow | Custom | Teams of 5-15 agents |
| Expand | Custom | Mid-size teams of 15-40 agents |
| Conquer | Custom | Large brokerages 40+ agents |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | Not publicly documented |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | Not publicly documented |
Real Geeks compliance summary: Audit logs is not publicly documented, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is not publicly documented.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
Real Geeks integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ demo only |
| AI | ✗ |
| Dialer | ✗ |
| Idx website | ✓ |
| Transaction management | ✗ |
Real Geeks feature availability summary: Free tier (✗ demo only), AI (✗), Dialer (✗), Idx website (✓), and Transaction management (✗).
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Chime (now Lofty)
Best AI-powered platform for tech-forward teamsWhat's great
- AI Virtual ISA qualifies leads via text and chat autonomously 24/7, the most advanced AI assistant in this category
- Ease of use scored 9.0 on G2 versus a category average of 8.3, meaningfully easier to learn than kvCORE or Propertybase
- 33+ built-in lead generation methods including hyper-local "Lofty Bloom" automation tools
Watch-outs
- Pricing scales steeply, Core at $499/mo is the entry, Team jumps to $899/mo plus a $1,000 setup fee
- A 100-agent enterprise deployment can exceed $20,000/mo, which puts it in Salesforce territory
- No self-serve trial, and the rebrand from Chime to Lofty has left some confusion in the market
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Core | $499/mo | Solo agents and 2-3 person teams |
| Team | $899/mo + $1K setup | Teams up to 15 agents |
| Enterprise | Custom ($2.5K-$20K+/mo) | Large brokerages |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | Not publicly documented |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | Enterprise |
Chime (now Lofty) compliance summary: Audit logs is not publicly documented, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is enterprise.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
Chime (now Lofty) integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ demo only |
| AI | ✓ AI Virtual ISA + lead scoring |
| Dialer | ✓ power dialer |
| Idx website | ✓ |
| Transaction management | ✓ |
Chime (now Lofty) feature availability summary: Free tier (✗ demo only), AI (✓ AI Virtual ISA + lead scoring), Dialer (✓ power dialer), Idx website (✓), and Transaction management (✓).
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Sierra Interactive
Best SEO-optimized IDX websites for organic lead genWhat's great
- IDX websites built specifically for SEO and AEO (AI engine optimization), designed to rank in Google and get cited by ChatGPT, Perplexity, and AI Overviews
- Lead Engage AI assistant maintains 24/7 text-based lead nurture for up to 12 months, including Spanish-language support
- Website customization and design quality are a step above Real Geeks and BoomTown
Watch-outs
- G2 review count is too thin to be meaningful (3 reviews), limited independent validation
- Total cost with Lead Engage ($199/mo add-on), ad management, and annual commitment easily exceeds $1,500/mo
- Monthly billing adds a $500 setup fee that annual billing waives, a nudge toward longer commitments
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Starter | $300/mo annual (1 user) | Solo agents focused on organic leads |
| Essential | $400/mo annual (3 users) | Small teams |
| Growth | $600/mo annual (5 users) | Growing teams with ad budget |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | Not publicly documented |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | Not publicly documented |
Sierra Interactive compliance summary: Audit logs is not publicly documented, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is not publicly documented.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
Sierra Interactive integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ demo only |
| AI | ✓ Lead Engage AI + Shilo call grading |
| Dialer | ✗ |
| Idx website | ✓ SEO-optimized |
| Transaction management | ✗ |
Sierra Interactive feature availability summary: Free tier (✗ demo only), AI (✓ Lead Engage AI + Shilo call grading), Dialer (✗), Idx website (✓ SEO-optimized), and Transaction management (✗).
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Propertybase (Lone Wolf Front Office)
Best Salesforce-powered CRM for enterprise brokeragesWhat's great
- Built on Salesforce, the only CRM in this list with genuine enterprise CRM depth, custom objects, advanced reporting, and the Salesforce ecosystem
- Only tool in this guide with documented SOC 2 and GDPR compliance, inherited from the Salesforce platform
- Integrates with the full Lone Wolf back-office suite, Transactions, Back Office, Cloud CMA, eSignature
Watch-outs
- Lowest G2 rating in this list at 2.7/5 across 33 reviews, with Ease of Use scoring 5.8/10 and Ease of Setup at 5.5/10
- Requires Salesforce admin knowledge to configure properly, this is not a self-serve agent tool
- Customer support is the most common complaint, response times are slow and resolution quality is inconsistent
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| CRM (Salesforce Edition) | $79/user/mo | Enterprise brokerages needing Salesforce depth |
| Enterprise | Custom | Multi-office brokerages with compliance needs |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | ✓ (via Salesforce) |
| GDPR | ✓ (via Salesforce) |
| HIPAA | No |
| SOC 2 Type II | ✓ (via Salesforce) |
| SSO / SAML | ✓ (via Salesforce) |
Propertybase (Lone Wolf Front Office) compliance summary: Audit logs is ✓ (via salesforce), GDPR is ✓ (via salesforce), HIPAA is no, SOC 2 Type II is ✓ (via salesforce), and SSO / SAML is ✓ (via salesforce).
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
Propertybase (Lone Wolf Front Office) integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ trial available |
| AI | ✗ |
| Dialer | ✗ |
| Idx website | ✓ |
| Transaction management | ✓ via Lone Wolf |
Propertybase (Lone Wolf Front Office) feature availability summary: Free tier (✗ trial available), AI (✗), Dialer (✗), Idx website (✓), and Transaction management (✓ via Lone Wolf).
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BoomTown
Best done-for-you lead gen with human conciergeWhat's great
- Success Assurance is a team of human Lead Concierges who monitor your entire database and engage leads at behavioral triggers, not an AI chatbot, actual people
- Highest G2 review count in this list at 587 reviews averaging 4.7/5, with 86% five-star ratings
- Predictive CRM with daily to-do lists and email-engagement tracking keeps agents focused on the right leads
Watch-outs
- All-in cost commonly reaches $2,500-$3,300+/mo once ad management, MLS pass-through, and add-ons stack up
- Requires a 12-month annual contract, no month-to-month option
- Additional costs beyond the initial quote are a recurring complaint, pricing transparency is an issue
Pricing breakdown
| Plan | Price | Best for |
|---|---|---|
| Entry | ~$1 | Teams of 3-10 agents |
| Growth | ~$1 | Teams of 10-25 agents |
| Enterprise | Custom | 25+ agent teams and brokerages |
Security & compliance
| Standard | Availability |
|---|---|
| Audit logs | Not publicly documented |
| GDPR | Not publicly documented |
| HIPAA | No |
| SOC 2 Type II | Not publicly documented |
| SSO / SAML | Not publicly documented |
BoomTown compliance summary: Audit logs is not publicly documented, GDPR is not publicly documented, HIPAA is no, SOC 2 Type II is not publicly documented, and SSO / SAML is not publicly documented.
Key integrations
| Integration | Type |
|---|---|
| Gmail | N/A |
| Outlook | N/A |
| Slack | N/A |
| LinkedIn Sales Navigator | N/A |
| Outreach / Salesloft | N/A |
BoomTown integration summary: Gmail is not specified, Outlook is not specified, Slack is not specified, LinkedIn Sales Navigator is not specified, and Outreach or Salesloft is not specified.
Feature availability
| Feature | Status |
|---|---|
| Free tier | ✗ demo only |
| AI | ✓ predictive CRM |
| Dialer | ✗ |
| Idx website | ✓ WordPress IDX |
| Transaction management | ✗ |
BoomTown feature availability summary: Free tier (✗ demo only), AI (✓ predictive CRM), Dialer (✗), Idx website (✓ WordPress IDX), and Transaction management (✗).
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Tools we considered but excluded
We evaluated more tools than the 10 you see above. These did not make the cut. Saying what we rejected, and why, is the editorial muscle most listicles skip.
- Realvolve: Small user base and limited G2 coverage, no meaningful signal to rank it against the 10 tools in this guide
- Top Producer: Legacy brand that has not kept pace with IDX or AI developments, the 2026 product lags behind Follow Up Boss and Real Geeks on every dimension we tested
- Zurple: Behavioral marketing automation is the single feature, and it does not offer a full CRM, better used as an add-on to a primary CRM than as a standalone
- Market Leader (by Zillow): Now under Zillow Group, the conflict of interest when evaluating it as an independent CRM is too large to include alongside competitors it now shares a parent with
- Salesforce Sales Cloud (general): Covered as the engine behind Propertybase, the general Salesforce CRM is not purpose-built for real estate and is better evaluated in our general CRM guide
Honorable mentions
Solid tools that did not crack the main list but are worth tracking, especially for niche use cases.
- RealScout: Exceptional for buyer's agent teams that want collaborative listing search with clients, the shared search experience is unique in the category
- Contactually (by Compass): Smart contact bucketing and relationship management, limited to Compass-affiliated agents but the relationship-first approach is worth watching
- IXACT Contact: At $45/mo with Keep in Touch campaigns and a basic IDX website, it fills the gap between Wise Agent's simplicity and Real Geeks' full platform
The real estate CRM market in 2026
The real estate CRM market does not work like the general SaaS CRM market. In general SaaS, you pick a CRM and bolt on integrations. In real estate, the CRM is usually part of a larger platform that includes IDX websites, lead generation, ad management, and transaction management. That bundling is what makes the decision hard.
Ten tools made this list. They split into three practical categories. Understanding which category you need cuts the decision from ten tools to three.
CRM-only tools. Follow Up Boss and Wise Agent. They manage contacts, automate follow-up, and route leads. They do not build you a website or run your ads. Pair them with a separate IDX provider and ad platform. Lower monthly cost, more flexibility, more tools to manage.
CRM + IDX website combos. Real Geeks, Sierra Interactive, LionDesk (limited). These give you a lead-capture website with MLS integration plus a CRM to manage the leads that come in. Mid-range pricing, less tool sprawl, but the websites vary wildly in quality and SEO capability.
All-in-one platforms. kvCORE, CINC, Chime/Lofty, BoomTown, Propertybase. Everything under one roof: CRM, IDX website, lead gen, ad management, marketing automation, sometimes transaction management. Higher price, less flexibility, but one login and one vendor to deal with.
Consolidation you should know about
Two parent companies own four of the ten tools in this guide. This matters when you are evaluating “competition” that is actually the same company.
Inside Real Estate owns kvCORE (BoldTrail) and BoomTown. Both products are actively maintained under the same parent. kvCORE is the platform play for brokerages that want to self-manage. BoomTown is the done-for-you play for teams that want managed lead gen. Same parent, different positioning.
Lone Wolf Technologies owns LionDesk and Propertybase. LionDesk is being folded into “Lone Wolf Relationships.” Propertybase is becoming “Lone Wolf Front Office.” Both are mid-transition, and the long-term product roadmaps are not fully public.
If vendor independence matters to your brokerage, the six independently owned tools are Follow Up Boss, Wise Agent, CINC, Real Geeks, Chime/Lofty, and Sierra Interactive.
What to test in your real estate CRM trial
Five things separate a good evaluation from a wasted 14 days.
One, import your actual sphere. Take your real contact list, not a demo CSV, and import it with tags, notes, and transaction history. If the import takes more than an hour or loses data, the CRM will fight you every day. Follow Up Boss handles this cleanly. kvCORE takes longer but imports more fields. Wise Agent is the simplest.
Two, set up a drip campaign for a cold lead. The lead came in from Zillow, visited 3 listings, and has not responded to your first call. Build a 30-day drip sequence (text, email, text, email, call reminder). Time how long it takes. If it takes more than 20 minutes, the automation layer is not good enough for volume.
Three, test lead routing with 3 agents. If you are a team, create a round-robin rule and submit 10 test leads. Check that the distribution is actually even, that notifications fire instantly, and that the assigned agent can see the lead’s full history. Follow Up Boss is the gold standard here. CINC and kvCORE handle it at scale.
Four, check the mobile app for one full day. Real estate agents live on their phones. Open the CRM exclusively on mobile for a full workday. Log calls, update deal stages, check your daily task list, send a text to a lead. The mobile experience in this category ranges from excellent (Follow Up Boss, BoomTown) to painful (Propertybase).
Five, ask about the annual contract. BoomTown, CINC, kvCORE, and Sierra Interactive all default to 12-month contracts. Know the exit terms before you sign. LionDesk, Wise Agent, and Follow Up Boss offer month-to-month. The price difference between monthly and annual billing can be 15-20%.
How to choose by team size and budget
The decision tree is shorter than vendors want you to think.
Solo agent, under $100/mo. Wise Agent ($49/mo) or LionDesk ($30/mo). Both cover drip campaigns and basic contact management. Wise Agent has better support. LionDesk has video texting. Pick based on which matters more.
Solo agent or duo, $100-$300/mo, wants IDX. Real Geeks Establish ($249/mo) or Sierra Interactive Starter ($300/mo). Both give you an IDX website plus CRM. Sierra has better SEO. Real Geeks has a simpler setup.
Team of 3-10 agents, $300-$900/mo. Follow Up Boss Pro ($416/mo for 10 users) if you already have lead sources and an IDX website. Real Geeks or Sierra if you need the website too. This is the band where Follow Up Boss’s lead routing starts paying back.
Team of 10-30 agents, budget for lead gen. CINC ($900/mo + ad spend) or BoomTown ($1,000/mo + ad spend) if you want managed lead gen. kvCORE if you want to self-manage. Follow Up Boss Platform ($833/mo for 30 users) if you just need the CRM piece.
Brokerage of 30+ agents. kvCORE (per-agent cost drops below $25 at scale), BoomTown for done-for-you lead gen, or Propertybase if you need Salesforce-grade compliance and reporting.
Pricing transparency across the category
Only three tools in this guide publish full self-serve pricing: Follow Up Boss, LionDesk, and Wise Agent. The rest require a demo, a sales call, or both.
This is a pattern in real estate tech. The platforms that bundle lead gen and ad management (CINC, BoomTown, kvCORE) price based on market, team size, and ad budget, so fixed pricing is genuinely hard to publish. But it also means you will not know the real cost until you are in a sales conversation.
Ask for the total cost including setup fees, ad management fees, MLS pass-through fees, and annual price increases. The base monthly subscription is often 40-60% of the real bill. BoomTown’s $1,000/mo base commonly reaches $2,500-$3,300/mo all-in. kvCORE’s $499/mo solo agent plan does not include the ad spend that makes the platform useful.
The IDX website question
Half the tools in this guide include an IDX website. The other half are CRM-only. This split matters more than any feature comparison.
If you do not have an IDX website today and want one, you are choosing between Real Geeks, Sierra Interactive, kvCORE, Chime/Lofty, BoomTown, and Propertybase. Real Geeks and Sierra Interactive are the most focused on the website piece. kvCORE has the broadest MLS coverage (600+). Chime/Lofty has the best AI layer.
If you already have an IDX website (from your brokerage, from a vendor like iHomefinder or Placester, or you built your own), you need a CRM that integrates with your lead sources. Follow Up Boss is the clear winner here with 200+ integrations. Wise Agent works for smaller operations. Skip the all-in-one platforms, you will pay for a second website you do not use.
If organic search matters to you, Sierra Interactive is investing most visibly in SEO and AEO (AI engine optimization). Their IDX websites are explicitly designed to get cited by AI assistants and rank in traditional search. No other platform in this list markets this positioning.
What’s changing in real estate CRM in 2026
AI follow-up is becoming table stakes. Chime/Lofty’s AI Virtual ISA and Sierra Interactive’s Lead Engage are the leaders. Both qualify leads via text conversation without agent intervention. kvCORE’s behavioral AI adjusts campaigns based on lead activity. By late 2026, expect every platform above $300/mo to ship some form of AI lead qualification.
Consolidation is accelerating. Inside Real Estate acquiring BoomTown, Lone Wolf acquiring LionDesk and Propertybase, Zillow acquiring Market Leader. The number of truly independent real estate CRM vendors is shrinking. This matters for long-term product roadmaps and pricing power.
The MLS landscape is shifting post-NAR settlement. Commission structure changes are rippling through buyer’s agent economics. CRMs that help buyer’s agents demonstrate value (saved search reports, market analysis, CMA tools) will be more important in 2026-2027 than CRMs optimized purely for lead volume.
For corrections, vendor disputes, or feedback on this methodology, email hello@ceopickz.com . We re-test this full category every six months; the next refresh ships in February 2027.
Frequently asked questions
How much does a real estate CRM actually cost in 2026?
Solo agents pay $30-$79/mo for CRM-only tools (LionDesk, Wise Agent, Follow Up Boss Grow). All-in-one platforms with IDX websites and lead gen run $249-$900+/mo (Real Geeks, CINC, kvCORE). Done-for-you platforms with managed ad spend hit $1,000-$3,300/mo (BoomTown, CINC with ads). The per-agent cost drops at scale, kvCORE can get below $25/agent/mo at 50+ seats.
Do I need an IDX website or just a CRM?
If you generate leads from Zillow, Realtor.com, or referrals, you need a CRM (Follow Up Boss, Wise Agent). If you want to generate leads from your own website with MLS listings and forced registration, you need an IDX website plus CRM (Real Geeks, Sierra Interactive, kvCORE). Most teams above 5 agents end up needing both.
Which real estate CRM is best for a solo agent on a budget?
Wise Agent at $49/mo or LionDesk at $30/mo. Both include drip campaigns, transaction management (LionDesk on Elite only), and enough automation to keep a solo agent organized. Follow Up Boss Grow at $69/mo is the next step up if you need strong lead routing from paid sources.
kvCORE or Follow Up Boss, which one should I pick?
Different tools for different problems. Follow Up Boss is a CRM that routes leads from 200+ sources, it does one thing very well. kvCORE is a full platform (CRM + IDX website + lead gen + marketing). If you already have a website and lead sources, Follow Up Boss. If you want everything in one system and have $500+/mo to spend, kvCORE.
Is AI in real estate CRM worth paying for in 2026?
Chime/Lofty's AI Virtual ISA is the most advanced, it qualifies leads via text without agent intervention. Sierra Interactive's Lead Engage does 24/7 text nurture for up to 12 months. Both add $200-$500/mo to your bill. For teams with high lead volume and slow response times, AI follow-up pays for itself. For teams under 10 agents who can respond within 5 minutes, skip it.
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