A CRM (customer relationship manager) remembers every contact, reminds you to follow up and sends automatic emails. The best one is the one you'll actually use.
Step by step
- Count your leads
Mostly sphere and referrals? Pick something simple. Buying online leads? You need lead routing.
- Set a budget
Budget options start around $46–$55/mo (IXACT Contact, Wise Agent). Team-focused tools cost more.
- Check what your brokerage gives you
Many brokerages provide a CRM, often BoldTrail or Lofty. Use it before buying another.
- Try before you buy
Most offer a 14-day trial. Import 20 contacts and use it daily for a week.
- Compare finalists
Use our side-by-side pages.
Try this prompt
Sphere check-in that isn't 'just checking in'
Write 5 different check-in texts for past clients. Each must offer something useful: a home maintenance reminder for [SEASON], their home's estimated equity talking point (without inventing numbers), a local event, a referral for a trusted vendor, or an anniversary of their purchase. Under 250 characters each. Friendly, not salesy.
Good to know
- Ask how to export your data if you leave.
- Watch for setup fees and contract terms.
Recommended tools
Follow Up BossGrow $69/user/mo ($58 annual); Pro $499/mo for 10 users; Platform $1,000/mo for 30 users. 14-day trial.
VisitWise Agent$49/mo or $499/yr (up to 5 users, shared login); CRM + WiseSocial $69/mo. 14-day trial.
VisitIXACT Contact$55/mo or $561/yr ($46.75/mo); team members $34/mo ($28.90 annual). IDX +$50/mo + $69 setup.
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