Most agents don’t lose deals to a better agent. They lose them to a sticky note. You meet a couple at an open house in March. They say “maybe next spring.” Spring comes, they buy with someone else, and their number sits in your phone with no name attached. Real estate CRM software for agents exists to stop exactly that, but picking one is harder than it should be.
Plenty of “best of” lists still recommend a CRM that shut down in 2025, and most hide the real monthly cost behind a “talk to sales” button.
Below are 10 picks with checked 2026 prices, the add-on fees nobody mentions, and what users gripe about after the trial ends.
The Short Answer: Which CRM Fits Which Agent
Here’s the quick version. Follow Up Boss is the safest bet for teams working online leads, Wise Agent gives solo agents the most for the least money, and Lofty or BoldTrail only make sense if you want your website, ads, and contacts on one bill. Every other option on this list of real estate CRM software for agents fills a narrower gap.
| CRM | Starting Price | Best Fit |
|---|---|---|
| Follow Up Boss | $58/user/mo (annual) | Teams working online leads |
| Wise Agent | $42/mo (annual) | Solo agents on a budget |
| Lofty | Quote only | Website plus CRM in one system |
| BoldTrail | Quote only | Agents whose brokerage provides it |
| Sierra Interactive | $299.95/mo (annual) | Teams running paid ads |
| Real Geeks | $399/mo plus $500 setup | Agents who want leads bundled in |
| Top Producer | $179/user/mo | MLS farming |
| Lone Wolf Relationships | About $39/mo | Former LionDesk users |
| Realvolve | $59/mo (annual) | Process and transaction heavy agents |
| HubSpot | Free tier | Brand new agents |
Prices as of October 2026; confirm before signing.
What Most CRM Roundups Get Wrong in 2026
The truth is, a lot of what ranks is stale.
LionDesk is gone. Lone Wolf wound it down, kept it running through September 2025, and moved users to a new product called Lone Wolf Relationships. If a list still ranks LionDesk as a top pick, nobody has touched it in a year.
Names changed. Chime became Lofty. kvCORE now lives inside BoldTrail, which Inside Real Estate launched in mid-2024.
The sticker price is never the real price. Texting registration, dialers, setup fees, and ad management cuts can double what you pay.
NAR’s 2026 technology report found only 46% of agents use any CRM at all, which ranks it sixth among their tools. Yet 51% said CRM is the tech they’re watching most closely this year. So half the industry knows it needs real estate CRM software for agents and still hasn’t committed.
The 10 Best Real Estate CRM Software for Agents [Ranked]
1. Follow Up Boss: The Team Standard (With One Big Asterisk)
If you ask anyone who runs a team that buys Zillow or Realtor.com leads, Follow Up Boss comes up first. Lead routing works, and the 250+ integrations plug your lead sources in without duct tape.
Pricing is public (rare here). Grow costs $69 per user monthly or $58 on annual billing. Pro runs $499/month for 10 users, and Platform is $1,000/month for 30 users. On Grow, calling costs extra ($39 per user monthly, $33 annual). You get a 14-day trial and no contract.
Now the asterisk. Zillow bought Follow Up Boss in 2023, and a new privacy policy took effect on November 15, 2025. It created a “mutual customer” data category for contacts who also have Zillow accounts. Coaches like Tom Ferry and Jared James pushed back hard, and some told agents to move their databases. Zillow says it won’t hand your contacts to other Premier Agent or Flex agents. Read the policy yourself and decide.
What longtime users complain about: setup eats a weekend or two, support replies can lag, and there’s no native Facebook Ads integration.
2. Wise Agent: Most CRM Per Dollar
For a solo agent working a sphere of past clients and referrals, this is the one to beat as far as real estate CRM software for agents goes. It costs $49 monthly or $499 a year (about $42/month), and that includes transaction checklists, drip campaigns, landing pages, and 24/7 live support. Up to five team members can share the account.
Here’s the catch: texting isn’t included. WiseText costs $11/month for 1,000 credits, plus an $80 one-time registration fee.
The interface looks dated. Still, a dated screen you open every morning beats a slick one you abandon in week three.
3. Lofty: Worth It Only If You Use the Whole Thing
Lofty (formerly Chime) bundles an IDX website, CRM, lead scoring, AI tools, and ad management. No public price, no free trial, just a demo. Outside estimates put entry plans around $449/month, but Lofty hasn’t confirmed that.
Watch the ad fees. Lofty’s own help center lists a 20% management fee on buyer and seller lead ads, or $150/month flat on budgets under $750. Its AI Sales Agent starts at $60/month for 200 leads.
The common complaint is the learning curve. Agents who only wanted a contact manager end up paying for a website builder they never open.
4. BoldTrail: Great When Your Broker Pays
BoldTrail (built on kvCORE) is the CRM you’re most likely to get free through your brokerage. It packs IDX sites, landing pages, automation, and team tools into one platform. Pricing is a quote only, and onboarding fees may apply.
Most beginners make the mistake of building their entire database inside a brokerage paid account. Then they switch brokerages and have to ask permission to export their own clients. Before you load real estate CRM software for agents that someone else pays for, ask in writing: “If I leave, do my contacts and notes come with me?”
Reviewers also say most agents use a small slice of a very big platform.
5. Sierra Interactive: Built for Paid Lead Teams
Sierra pairs a CRM with an IDX website and lead source ROI reports. Starter costs $299.95/month on annual billing for one user, or $359.95 monthly plus a $500 setup fee. Essential ($399.95, three users) and Growth ($599.95, five users) include the dialer; Starter pays $100/month extra. The Lead Engage AI texting add-on runs $199/month.
Solo and not buying ads? Big mistake. You’ll pay for horsepower you won’t touch.
6. Real Geeks: Leads and CRM in One Box
Real Geeks charges $399/month plus a $500 setup fee for two users, an IDX website, and a dialer. It sells lead packages on top: $299/month for social buyer leads and $599/month for search or seller leads. Geek AI Text costs $49/month unless you buy a lead package.
Read the lead guarantee fine print: editing site code or changing target markets can void it. Contracts run 6 or 12 months.
7. Top Producer: For Agents Who Farm
Top Producer pulls data from 320+ MLS boards for its Market Snapshot reports, which makes neighborhood farming easier than in most real estate CRM software for agents. Pro costs $179 per user/month, and Pro Teams 5 runs $399/month. A website adds $35 per user. Users call it pricey and the interface clunky, but farmers stay loyal.
8. Lone Wolf Relationships: The LionDesk Replacement
This newer CRM took over LionDesk users in 2025 and sells standalone for about $39/month, or $33.25/month billed yearly, per HousingWire. No built-in dialer, no direct MLS connection, and texting runs through EZ Texting. Reviews are still thin.
9. Realvolve: For the Checklist People
Realvolve costs $59/month (essential) or $99/month (professional) on an annual basis. Its strength is a deep library of buyer and seller workflow templates. No native IDX website, and setup takes patience.
10. HubSpot Free CRM: A Starting Point, Not a Home
HubSpot’s free tier handles contacts, email tracking, and deal pipelines at $0. No MLS tools, no real estate workflows, and professional jumps to $45 per seat monthly. Fine for your first 100 contacts. Plan to graduate.
Also worth a look: CINC ($899/month for solo agents) if you spend heavily on leads, and IXACT Contact ($55/month) if your business runs on past client referrals.
Overhyped Features You Can Skip
Most real estate CRM software for agents ships with extras you don’t need yet. Skip these until your numbers justify them:
- AI sales agents and chatbots when you get 10 leads a month. You can text 10 people yourself.
- Bundled lead packages before your follow-up system works. Leads you don’t call are money on fire.
- Brokerage level dashboards for a solo business.
Spend instead on texting that actually delivers and three solid follow-up plans: new lead, past client check-in, and closing anniversary.
What a “$58 CRM” Really Costs in Year One
Here’s what real estate CRM software for agents costs a solo agent in the first 12 months, paying monthly:
- Wise Agent with texting: $49 + $11 = $60/month, plus the $80 fee = $800
- Follow Up Boss Grow with calling: $69 + $39 = $108/month = $1,296
- Sierra Starter: $359.95 × 12 + $500 setup = $4,819.40
- Real Geeks, no leads: $399 × 12 + $500 setup = $5,288
That’s a $4,488 spread between the cheapest and priciest options. Ad spend isn’t even in there yet.
One more hidden step: texting registration. US carriers require businesses that text through software to register under a system called A2P 10DLC. Skip it, and carriers can filter or block your messages. Ask how each CRM handles it during the demo.
How to Pick Real Estate CRM Software for Agents in 30 Minutes
- Count your leads. Mostly sphere and referrals? Wise Agent or IXACT. Buying 50+ online leads a month? Follow up with Boss or Sierra.
- Check what your broker already pays for. Then ask about exports.
- Test the export on day one of your trial. Pull a CSV with notes included. If notes or history don’t come out, that’s locked in.
- Build one real action plan during the trial. If you can’t finish it in an hour, you won’t finish it on a busy Saturday.
- Read the cancellation terms. Look for auto renewals and 12-month commitments.
Want a second opinion? Our earlier roundup of the best CRM for real estate agents in 2026 ranks a few other tools. And if you work with investors, tag those contacts separately. A tagged list makes it easy to send green building real estate investment deals to the people who actually want them.
Frequently Asked Questions (FAQs)
What CRM do most real estate agents use?
There’s no single standard. Follow Up Boss dominates among lead buying teams, while many agents use whatever their brokerage provides, like BoldTrail.
Is there a free CRM for real estate agents?
Yes. HubSpot’s free tier and ClickUp’s free plan both work for basic contact tracking.
How much should a real estate agent spend on a CRM?
Solo agents usually spend $40 to $110 a month. All in one platforms run $300 to $600+ before ad spend.
Can I take my contacts if I leave my brokerage?
Usually only if you own the account. Broker paid? Get export rights in writing first.
Is Follow Up Boss owned by Zillow?
Yes. Zillow Group bought it in 2023 and updated its privacy policy in November 2025.
Final Thoughts
The best real estate CRM software for agents is the one you’ll open every single morning. For most solo agents, that means Wise Agent. For lead buying teams, Follow Up Boss still leads, as long as you’re comfortable with the Zillow data question. Start a free trial this week, import 50 real contacts, and test the export before you commit a dollar.
