Agents replacing a combined CRM and website product should check every option for both halves. Some platforms sell a CRM, IDX websites and lead generation together. Others lead with the CRM and connect to a website elsewhere. One leads with AI-run lead generation. Ask each vendor to show your own IDX feed working before you sign.
Real Geeks sells two things in one package: a CRM to work your leads and a website to capture them. That's convenient until you shop around, because most alternatives are stronger at one half than the other. Here are eight options, in no particular order, so you can see which half each one leads with.
Eight agent platforms at a glance
| Tool | What it leads with | Good for |
|---|---|---|
| BoomTown | Real estate lead and CRM software | Lead generation plus IDX websites and CRM |
| Brivity | All-in-one agent platform | CRM, IDX sites and transactions in one place |
| CINC | Lead generation and CRM platform | Google and Facebook leads with IDX sites |
| Follow Up Boss | Real estate CRM | Teams organising contacts and automating follow-up |
| Lofty | CRM, IDX and AI platform | CRM, IDX websites and AI agents together |
| Propertybase by Lone Wolf | Salesforce-powered real estate CRM | Brokerages tracking leads through to commissions |
| Wise Agent | Real estate CRM | Solo agents wanting CRM, follow-up and transactions |
| Ylopo | AI lead generation platform | AI-run lead finding with CRM integration |
CRM and website: check both halves
When your CRM and your IDX site come from the same vendor, leads flow from one to the other without any setup. Split them across two vendors and you'll need to check that every website enquiry lands in the CRM with its source and the property it was about. If it doesn't, you'll lose the context that makes a fast follow-up work.
So for every platform, ask two questions. Does it give you a website with IDX listings, or will you bring your own? And does it give you a CRM, or will it feed one you already use? The answers sort this list quickly.
What leads each platform
CRM with websites or lead tools on the same page. Lofty, BoomTown, CINC, Brivity and Propertybase by Lone Wolf all list a CRM alongside websites, lead generation or transaction tools. They differ in emphasis: some lean on lead generation, some on transactions, and the Lone Wolf product is a CRM powered by Salesforce, which brokerages with Salesforce experience may find familiar.
CRM first. Follow Up Boss and Wise Agent lead with the CRM. They're built around contacts, follow-up and, in one case, transactions, so you'd pair them with a website from elsewhere if you need one.
AI-run lead generation. Ylopo leads with AI-run lead generation and websites, and talks about integrating with your CRM rather than replacing it.
The eight platforms, A to Z
Listed in no particular order of preference.
BoomTown
Best for: Real estate businesses wanting lead generation, IDX websites, CRM and lead management services together, from software the vendor says acts like a team member.
Brivity
Best for: Agents and teams wanting one platform for CRM, lead nurture, IDX websites, marketing automation and transaction management.
CINC
Best for: Teams buying online leads who want Google and Facebook lead generation, IDX websites and a CRM with nurture automations in one platform, per the vendor.
Follow Up Boss
Best for: Real estate teams who want a CRM for organising contacts and people and automating follow-up, described by the vendor as a flexible, open platform.
Lofty
Best for: Agents who want a CRM, IDX websites, lead generation and AI agents on one platform, pitched by the vendor around agentic AI.
Propertybase by Lone Wolf
Best for: Brokerages wanting a CRM built on Salesforce that manages leads, listings, transactions and commissions in one platform.
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Wise Agent
Best for: Individual agents and small teams wanting a contract-free real estate CRM for leads, follow-up automation, marketing and transactions, with round-the-clock support, per the vendor.
Ylopo
Best for: Teams who want AI to find and nurture buyer and seller leads through websites and digital marketing, feeding a CRM they already use.
My advice for agents and small teams
Start from where your leads come from today. If most of your business comes from your sphere and referrals, a CRM-first tool will do more for you than a lead-generation machine, and you can keep a simple website elsewhere. If you buy online leads, a platform that ties the website, the ads and the CRM together is worth the extra setup, because speed to first contact matters more than anything else in that model.
Brokerages are a different case again. If you're managing listings, transactions and agent commissions, look at the suites built for that, and get your broker and admin staff into the demo, not only the agents. Before you commit, it's worth reading my guide to CRM tools for lead management and my roundup of CRMs for property management. Rules on marketing to buyers and sellers vary by state and country, so check with your licensing body before you switch on automated texts or calls.
What to ask for in every demo
- Your own IDX feed working on a test site, with your listings, not a sample market.
- A test enquiry from that site arriving in the CRM, with the property and source attached.
- How existing contacts, notes and tags come across from your current system.
- What happens to your website domain and your leads if you leave later.
- Which parts are self-serve and which need the vendor's team to set up.
Do you make real estate CRM or agent website software? Tool makers can ask to be considered for a featured place on this list.
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Frequently asked questions
What's an IDX website?
It's a real estate website that shows live property listings from your local listing service. Visitors can search homes, and their enquiries can feed straight into your CRM.
Do I need my CRM and website from the same company?
No, but it's simpler. If they're separate, check that every website enquiry reaches the CRM with its source and the property attached.
Which kind of platform suits a solo agent?
Solo agents who work mainly from referrals usually do well with a CRM-first tool. Agents who buy online leads tend to need a platform that ties lead generation, website and CRM together.
Can I take my leads with me if I switch platforms?
Ask before you sign. Most platforms let you export contacts, but notes, tags and website domains can be harder to move, so get the answer in writing.
What's a Salesforce-powered real estate CRM?
It's a real estate CRM built on top of Salesforce. It can suit brokerages that already use Salesforce or want its flexibility, though it may need more setup than a simpler agent CRM.
