The right replacement depends on the job you need your CRM to do most. If you want new leads coming in, look at platforms that bundle lead generation with websites. If you run a brokerage, look at systems that track listings and transactions, and if you're a solo agent, a simpler contact CRM may be all you need.
People rarely leave Wise Agent because it stopped working. They leave because the business changed around it: a solo agent hires a buyer's agent, a team starts running ads and needs somewhere for the leads to land, or an investor realises they're paying attention to features they never open. Whatever pushed you here, the eight real estate CRMs below are worth a look, in no particular order, and grouped by the work each one is built around.
Four jobs a real estate CRM can do for you
Real estate CRMs all store contacts and send reminders. Where they differ is what they put at the centre, and that's the part that decides whether you'll still be happy with one in a year.
Bringing in new leads
Lofty, BoomTown and Real Geeks put lead generation and an agent website next to the CRM. The idea is that a lead fills in a form on your site and lands straight in your pipeline, ready for follow-up. These suit agents and teams who spend on advertising or who want their website and CRM to talk to each other without extra plumbing.
Running the whole brokerage
Propertybase and Brivity go wider than contacts. They pull in listings, transactions and, in one case, commissions, so the broker or operations lead can see the business in one place. If your team has several agents and somebody spends Friday chasing paperwork, start here.
Keeping relationships warm
Cloze is built around relationships rather than lead capture. It's aimed at brokerages that get most of their business from past clients and referrals, where the real work is remembering to check in at the right moment.
Simple contact and follow-up tracking
RealtyJuggler and Top Producer keep the focus on organising contacts and following up. They're a sensible look for solo agents and smaller investors who don't want to build a website, set up ad campaigns or train a team before they can use the thing.
Eight agent CRMs at a glance
| Tool | Kind of CRM | Good for |
|---|---|---|
| BoomTown | Lead generation and CRM | Lead generation, CRM and a website from one provider |
| Brivity | All-in-one real estate platform | CRM, marketing, lead capture and transactions together |
| Cloze | AI relationship CRM | Brokerages focused on client relationships and follow-up |
| Lofty | CRM with IDX websites and AI | CRM, IDX websites and lead generation in one place |
| Propertybase | Brokerage operations platform | Leads, listings, transactions and commissions in one system |
| Real Geeks | CRM plus agent website | Lead management with a personalised agent website |
| RealtyJuggler | Straightforward real estate CRM | Solo agents who mainly need contacts and deals organised |
| Top Producer | CRM with marketing automation | Automated marketing and follow-up for working agents |
Every option from A to Z
Alphabetical and in no particular order. Each line reflects how the vendor describes its own product.
BoomTown
Best for: Teams that want lead generation, a CRM and a real estate website from one provider, which the vendor pitches as tools, technology and people in one place.
Brivity
Best for: Agents who'd like CRM, marketing, lead capture and transaction work in a single platform, with AI tools the vendor says run across the business.
Cloze
Best for: Brokerages that care most about staying in touch with past and current clients, using AI tools the vendor says lift productivity.
Lofty
Best for: Teams, agents and brokerages wanting CRM, IDX websites and lead generation together, with what the vendor calls agentic AI handling some follow-up.
Propertybase
Best for: Brokerages tracking leads, listings, transactions and commissions in one system rather than spread across several tools, per the vendor.
Real Geeks
Best for: Individual agents who want lead management, activity tracking and a personalised website together; the vendor also points to its services and community.
RealtyJuggler
Best for: Solo agents after a plain CRM for organising contacts and moving leads towards closed deals; the vendor names a free trial.
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: Anyone whose main worry is follow-up: the vendor describes lead generation, marketing automation and smart follow-up in one product.
Run one real lead through each before deciding
Here's the thing most comparison lists skip. Tools in this category split by who they're built for and how much you set up yourself. A platform built for a ten-agent team can feel heavy for one person, and a lean CRM built for one person can feel thin the day you add a second agent. Feature lists won't tell you which side of that line a tool sits on.
So take one real lead from recent weeks, with their name, the property they asked about and the messages you swapped, and put it through every tool on your shortlist. Notice how many fields you had to fill in, whether the follow-up reminder appeared without you building it, and whether you could find the lead again a day later. That half hour will teach you more than any demo video.
Investors should run the same test with a seller lead or a deal they're tracking, because most of these CRMs are written with agents in mind. If a tool makes you bend an investor workflow into an agent pipeline, that's worth knowing before you move your contacts.
My advice for agents and investors choosing a CRM
Pick the tool that matches the job you do most each week, not the one with the longest feature list. If leads from your website are the lifeblood of the business, look first at the lead generation platforms. If you're running a brokerage, the operations platforms will save more hours. If you're one person who wants reminders and a tidy contact list, keep it simple and you'll keep using it.
Ask every vendor for a trial or a demo using your own data, and be wary of anything that needs weeks of setup before it's useful. For a wider view of the category, see my guide to the best real estate CRM software, and if you invest rather than sell, my list of the best CRMs for real estate investors covers that side.
Moving your contacts without dropping follow-ups
- Export every contact, tag and note before you cancel anything, and keep a copy in a spreadsheet you control.
- List your active leads separately, so nobody in the middle of a conversation gets forgotten during the move.
- Write down every automated reminder and drip campaign you rely on, then rebuild the important ones first.
- Check how the new CRM handles duplicates before importing, because merging after the fact is slow.
- Run both systems side by side for a week or two, then switch off the old one once nothing is falling through.
Do you make real estate CRM software? Tool makers can ask to be considered for a featured place on this list.
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Frequently asked questions
What should a real estate CRM do that a general CRM doesn't?
It should understand listings, buyers, sellers and transactions, and many connect to property search websites. A general CRM can work, but you'll spend time bending it to fit how agents work.
Is an all-in-one platform better than a simple CRM?
Neither is better on its own. An all-in-one platform saves juggling tools if you need websites and lead generation, while a simple CRM is quicker to learn if you mainly need contacts and reminders.
Can real estate investors use agent CRMs?
Yes, but test it with a real deal first. Most agent CRMs assume a buyer or seller pipeline, so check that it can track the properties and sellers you follow.
How long does it take to switch real estate CRMs?
Exporting contacts is usually quick. Rebuilding reminders, drip campaigns and tags takes longer, so plan a week or two of running both systems before you switch the old one off.
Do I need a CRM with a built-in website?
Only if your website is where leads come from. If most of your business is referrals and past clients, a CRM focused on relationships and follow-up may fit better.
