| # | Tool | Verdict | Pricing | Best for | Score |
|---|
| 1 | Follow Up Boss | The benchmark team CRM: fast lead routing, huge integration list and published pricing. No IDX website, and calling is an add-on on Grow. | Grow $69/user/mo ($58 annual); Pro $499/mo for 10 users; Platform $1,000/mo for 30 users. 14-day trial. | Teams buying leads from many sources | 4.55 |
| 2 | Wise Agent | The best value CRM for solo agents: flat price, transaction tracking and 24/7 support. Interface is dated next to newer tools. | $49/mo or $499/yr (up to 5 users, shared login); CRM + WiseSocial $69/mo. 14-day trial. | Solo agents and small teams on a budget | 4.25 |
| 3 | Cloze | AI relationship CRM that auto-logs email, calls and meetings. Great for sphere-based agents; lighter on lead-gen than portal-focused CRMs. | Pro $17/user/mo annual ($19.99 monthly); Business tiers $21–$42/user/mo annual. Free basic plan. | Sphere and referral-based agents | 4.25 |
| 4 | Lofty | All-in-one CRM, IDX site and AI follow-up. Powerful, but pricing is quote-only and reviewers flag cost and a learning curve. | Quote only (Agent/Team/Broker/Enterprise). AI Sales Agent add-on: free (10 leads), $60/mo (200), $150/mo, $199/mo team. | Teams wanting CRM plus website in one | 3.65 |
| 5 | Real Geeks | IDX website plus CRM built to capture and nurture leads, with published pricing. Requires a term commitment and setup fee. | $399/mo for 2 users + $500 setup; 6- or 12-month terms. Lead packages from $299/mo. | Agents who want an IDX site + CRM | 3.55 |
| 6 | BoldTrail (formerly kvCORE) | kvCORE rebranded as BoldTrail by Inside Real Estate. Broad brokerage platform, often provided by brokerages; buying direct requires a sales quote. | Quote only (BASE, PLUS, PRO tiers). | Brokerages rolling out a unified stack | 3.45 |