Find the right CRM for how you actually get leads.
Real-backend reviews of Follow Up Boss, Lofty, BoldTrail (formerly kvCORE), Real Geeks, Wise Agent, and Sierra — priced, configured, and costed the way you would actually run them.
Updated September 2026 · 6 CRMs tracked · Pricing checked against vendor pages
Which agent are you?
Pick your situation. We route you to the one CRM that fits — not a list of ten.
Solo agent
Under $80/mo budget. You need contacts, drips, and deals — not a 40-seat command center.
Start with: Wise Agent
See why →Team buying portal leads
Zillow / Realtor.com leads every day. Speed-to-lead and routing decide your ROI.
Start with: Follow Up Boss
See why →Website + CRM + ads in one
You want one platform for the site, the IDX, the ads, and the follow-up.
Start with: Lofty
See why →Brokerage / multi-office
Many agents, one system. Compliance, reporting, and back office matter.
Start with: BoldTrail (formerly kvCORE)
See why →Compare real estate CRMs
Only the fields that change a buying decision. Prices checked against vendor pages.
| CRM | Best for | From | IDX website | Lead routing | Contract |
|---|---|---|---|---|---|
| Follow Up Boss The CRM for teams that live on lead volume. |
Teams buying portal leads (Zillow, Realtor.com) that need fast routing and relentless follow-up | $69/user/mo | Via integrations (no native IDX website) | Advanced — round-robin, first-to-claim, price/ZIP rules | No contract; 14-day free trial; cancel anytime. Prices + tax where applicable. |
| Lofty Website, IDX, ads, and AI follow-up in one platform. |
Teams that want website + CRM + ads and AI follow-up in one system | Quote only* | Included — MLS-connected IDX website | Lead routing on team plans (per third-party reviews) | Unknown — verify on demo |
| BoldTrail (formerly kvCORE) The all-in-one platform for brokerages and teams. |
Brokerages and multi-office teams that want CRM, IDX, marketing, and back office in one platform | Quote* | Included — IDX website with MLS integration | Yes — team lead routing and automation | Unknown — verify on demo |
| Real Geeks Website, IDX, and CRM bundled for solo agents and small teams. |
Solo agents and small teams that want website + CRM + PPC in one bundle | Unknown | unknown | unknown | unknown |
| Wise Agent Budget-friendly CRM with transaction checklists for solo agents. |
Solo agents on a tight budget who need contacts, drip campaigns, and transaction management | Unknown | unknown | unknown | unknown |
| Sierra Interactive Premium IDX websites with a built-in CRM for teams and brokerages. |
Teams and brokerages that want a premium website + CRM platform | Unknown | unknown | unknown | unknown |
* Lofty and BoldTrail (formerly kvCORE) do not publish pricing; figures are third-party reported and quote-based. Full comparison →
Popular matchups
Head-to-head pages with one winner each — decided by evidence, not commissions.
Follow Up Boss vs Lofty
[DRAFT] Portal-lead teams lean Follow Up Boss; website + ads in one leans Lofty. Full backend test in progress.
Lofty vs BoldTrail (formerly kvCORE)
[DRAFT] Verdict pending backend access and price verification.
Follow Up Boss vs Real Geeks
[DRAFT] Verdict pending backend access and price verification.
Latest signals
Published only when something actually changes — a price move, a vendor announcement, or one thing worth doing today. No daily filler.
2026-09-28 · Vendor move
Lofty named Inman's "Official AI Partner of Real Estate"
Bannered on lofty.com today. Expect a bigger AI-sales-agent push this quarter — if you're evaluating Lofty, ask the demo rep exactly which AI features are included vs. paid add-ons.
2026-09-28 · Vendor move
BoldTrail's four products, clarified
BoldTrail now organizes around Platform (Front Office), BackOffice, Recruit, and Marketplace. If a rep quotes you a bundle, ask which of the four your quote actually covers.
2026-09-28 · Tip
Run a 10-minute speed-to-lead audit tonight
Send a test lead into your CRM at 9pm and time how long until it's assigned. Over 5 minutes? Your routing rules — not your lead source — are the leak. Fix round-robin or first-to-claim before spending another dollar on leads.
Get the real cost sheet
First-year costs for 1, 5, and 10 seats — including setup fees, dialer, and the add-ons vendors don't put on the pricing page. Free by email. No popups, ever.
One email with the sheet. Occasional updates when prices change. Unsubscribe anytime.
How we test
Every verdict comes from a real account, not a demo call.
1. Real backend access
We log in, configure routing, and run automations in a live account.
2. True first-year cost
Setup fees, dialer, IDX, and required add-ons — priced for 1, 5, and 10 seats.
3. Routing & follow-up depth
How leads actually move, who gets them, and what happens at 11pm.
4. Migration & exit risk
Data export, contract terms, domain ownership, and cancellation friction.
5. Fit for the persona
One winner per scenario. The runner-up stays a runner-up.
Latest tests
We are in Phase 1: the first deep test is Follow Up Boss vs Lofty — real accounts, real routing configs, real first-year cost math. Pages marked DRAFT are internal working documents, not published verdicts.