The right replacement depends on where your leads come from and who works them. Agents who mostly need reminders and a tidy contact list can pick a lighter CRM, while teams buying online leads want software that captures and assigns them automatically. Brokerages handling listings, deals and commissions too should look at the wider platforms.
Is your lead follow-up running the way you want, or are new enquiries still sitting in an inbox until someone remembers to call? If you're shopping for something other than Follow Up Boss, that question matters more than any feature list. Below are eight real estate CRMs for agents, teams and investors, in no particular order, grouped by what each one is built to do.
Test lead capture before you test anything else
Your current CRM's homepage pitches it as more than a CRM: an open platform where agents get contacts and teams organised and engage the right people. Every tool on this list says something similar, so the pitch alone won't help you choose.
The thing to test is simple. When a new lead arrives from a portal, your website or a form, does it land in the CRM on its own, get a first message on its own and get assigned to the right agent on its own? Or does somebody on your team have to copy names and numbers across by hand? The second way works on a quiet week and falls apart on a busy one, which is exactly when leads go cold.
Real estate CRMs split by who they're built for and how much you set up yourself. Some arrive with a website and lead sources wired in. Others give you a clean contact database and leave the wiring to you. Neither is wrong, but you'll only find out which suits you by running the same real lead through each one before you decide.
Three kinds of real estate CRM
Lead generation with a website attached
BoomTown and Real Geeks pair the CRM with a website built to capture enquiries. They make the most sense for teams that buy online leads or want a single place where every enquiry starts. If your business runs on portal and search leads, start here.
All-in-one business platforms
Brivity, Propertybase and Top Producer reach further than contacts and reminders. Depending on the tool, that means marketing, transactions, listings or commissions living next to your leads. They suit teams and offices that are tired of switching between three or four systems every day.
Lighter CRMs for agents and brokerages
Wise Agent, Realtyjuggler and Cloze are built around contacts, follow-up and relationships rather than a lead machine. Solo agents and small teams who get most of their business from past clients and referrals often find this kind easier to live with, because there's less to set up and less to maintain.
Eight agent CRMs at a glance
| Tool | Main job | Good for |
|---|---|---|
| BoomTown | Lead generation plus CRM | Teams that want leads, a CRM and a website together |
| Brivity | All-in-one agent platform | CRM, marketing, lead capture and transactions under one login |
| Cloze | Relationship CRM | Brokerages focused on client relationships and productivity |
| Propertybase | Brokerage platform | Listings, transactions and commissions next to your leads |
| Real Geeks | Website plus CRM | Agents who want their own lead-capture website |
| Realtyjuggler | Simple agent CRM | Organising contacts and turning leads into deals |
| Top Producer | Agent CRM suite | Follow-up and marketing automation for working agents |
| Wise Agent | Real estate CRM | Agents, teams and brokerages wanting a dedicated CRM |
The full list, A to Z
Alphabetical and in no particular order. Each line reflects what the vendor says about its own product, rewritten in plain words.
BoomTown
Best for: Teams that want lead generation, a CRM and a real estate website from one supplier; the vendor pitches tools, technology and people under one roof.
Brivity
Best for: Agents and teams who'd like CRM, marketing, lead capture and transactions in a single platform, with AI features the vendor says reach every part of the business.
Cloze
Best for: Brokerages that care most about client relationships, where the vendor says its AI tools help agents stay productive and close more deals.
Propertybase
Best for: Offices that track listings, transactions and commissions alongside leads in one platform, which is how the vendor describes its job.
Real Geeks
Best for: Agents who want a personalised website and lead management together, with activity tracking; the vendor's homepage leans on simplicity and lead generation.
Realtyjuggler
Best for: Solo agents after a straightforward CRM for organising the business and turning leads into deals, with a free trial named on the vendor's site.
Want AI doing the heavy lifting in your marketing?
I build the systems that handle the boring 80 percent, so you get your week back. Done properly, with the human kept in.
Top Producer
Best for: Lead generation, marketing automation and smart follow-up in one real estate software suite, as the vendor describes it, aimed at working agents.
Wise Agent
Best for: Individual agents, teams and brokerages who want a CRM built only for real estate, with a free trial named on the vendor's site.
My advice for agents, teams and investors
Start with your lead sources, not with the feature grid. Write down where your last fifty enquiries came from, roughly, and how each one reached your phone. If most came from online portals and ads, you want a CRM that catches them automatically and routes them fast. If most came from your sphere and referrals, a lighter relationship CRM will probably serve you better and won't bury you in settings.
Investors are a slightly different case. If you're tracking sellers, properties and deal stages more than buyer enquiries, look closely at how each tool handles pipelines and notes, and see my guide to CRMs for real estate investors. For a wider view of the agent side, my list of real estate CRMs covers more options.
Whichever way you lean, don't move your whole database on day one. Load a slice of real contacts, send one real lead through, and see what happens without anyone touching it. That one test tells you more than a dozen demos.
What to ask on every demo call
- When a lead arrives from my website or a portal, what happens in the first five minutes without anyone touching it?
- How does the system decide which agent gets which lead, and can I change those rules myself?
- Can I import my contacts, notes and history from my current CRM, and who does the import?
- What can I export if I leave, and in what format?
- Which parts are set up for me, and which parts will I be building myself?
- How do texts and emails sent from the CRM handle consent and opt-outs where I work?
Do you make real estate CRM software? Tool makers can ask to be considered for a featured place on this list.
Want your tool on this list? Featured spots and reviews here are paid partnerships. Here's how to partner with me.
Frequently asked questions
What should I look for in a real estate CRM?
Look at how leads get in, how fast they get a first reply and who they're assigned to. After that, check how easy it'll be to keep in touch with past clients, because repeat and referral business is where many agents earn most.
Do I need a CRM with a website built in?
Only if you rely on online leads. Teams buying search and portal leads often like having the website and CRM together. Agents who work mostly through referrals usually don't need it.
Is a real estate CRM different from a general CRM?
Yes. Real estate CRMs come with things like property alerts, listing and transaction tracking and lead sources from property portals. A general CRM can work, but you'll spend longer setting it up for property work.
Can investors use an agent CRM?
They can, though investors usually track sellers, properties and deal stages rather than buyer enquiries. Check how each tool handles pipelines before you commit.
Are there rules about texting and emailing leads?
Yes, and they vary by country and state. Consent and opt-out rules apply to marketing texts and emails, so check with your regulator or a legal adviser before you switch on automated messages.
