The Short Answer
For most small real estate businesses seeking a straightforward entry point, Wise Agent is the best overall recommendation due to its consistent monthly billing at $49/month and annual billing at $499/year. Follow Up Boss is ideal for those who prefer annual billing with a fixed per-user cost of $58/month (Grow plan). Lofty is best for larger teams or enterprises where custom pricing based on seat counts is necessary.
Small real estate businesses often need reliable customer relationship management tools to streamline interactions with clients and prospects.
Choosing the right CRM can significantly impact efficiency, lead conversion, and overall business growth in the competitive real estate market.
Quick Comparison
| Tool | Price | Free Plan | Verified |
|---|---|---|---|
| Follow Up Boss | $58/month (billed annually, Grow plan, per user) — $69/month billed monthly | 14-day free trial, no free plan | 2026-09-16 |
| Lofty | Custom pricing — contact sales (Agent/Team/Broker/Enterprise plans, varies by seat count and add-ons) | No free plan; no public trial listed | 2026-09-16 |
| Wise Agent | $49/month (billed monthly) — $42/month billed annually ($499/year) | 14-day free trial, no free plan | 2026-09-16 |
How We Compare
The prices and plan details in the table above are what we recorded for each tool, last checked on . Each section below links to the official site. Prices change often, so confirm the current price there before you decide.
Follow Up Boss
Verified 2026-09-16Overview
Follow Up Boss is a Real Estate CRM designed to help real estate professionals manage their client relationships and sales processes. It offers tools for tracking interactions, scheduling follow-ups, and organizing deals.
- Real-time deal tracking with customizable workflows
- Integrated calendar for scheduling client meetings and follow-ups
- Automated reminders and notifications for upcoming deadlines
Real estate agents and brokers who need a scalable CRM to manage client interactions and deal tracking efficiently.
- Offers a 14-day free trial to test the platform before committing
- Pricing starts at $58/month when billed annually for the Grow plan, per user
Lofty
Verified 2026-09-16Overview
Lofty is a Real Estate CRM designed for real estate professionals, offering tools to manage client relationships and streamline workflows. It caters to agents, teams, and brokerages with customizable plans based on user needs.
- Custom pricing model with plans for Agent, Team, Broker, and Enterprise tiers
- No public trial available; requires contacting sales for pricing details
- Customizable plans that vary by seat count and add-ons
Real estate professionals and teams that require scalable CRM solutions with tailored pricing based on their business size and needs.
- Scales well for growing real estate teams with flexible plan options
- No free plan available and no public trial is listed
Wise Agent
Verified 2026-09-16Overview
Wise Agent is a Real Estate CRM designed to help real estate professionals manage their client relationships and transactions. It offers tools specifically tailored for the real estate industry to streamline operations and improve client engagement.
- Real estate-specific client management
- Transaction tracking and documentation
- Customizable workflow automation
Real estate agents and teams who need specialized tools for managing client interactions and transactions.
- Real estate industry-specific features
- Higher cost compared to some competitors
How to Choose the Right Tool
Pricing Structure Details
Understanding how pricing is structured helps small business owners predict costs and scalability. Check if annual billing discounts apply, per-user pricing, and whether additional features require extra seats.
Billing Frequency Impact
The timing of payments affects cash flow and budgeting. Compare monthly versus annual billing to see which option aligns better with the business's financial planning and payment habits.
Custom Pricing Options
Some tools offer custom pricing based on specific needs like team size or add-ons. Small business owners should verify if the tool allows tailored pricing to match their exact requirements without unexpected costs.
Total Cost Assessment
Calculating the total cost over time helps in comparing long-term expenses. Consider annual versus monthly pricing, any hidden fees, and how the tool scales with business growth to avoid budget overruns.
Pricing Transparency
Clear pricing information prevents misunderstandings about what's included. Small business owners should check if the tool provides detailed pricing breakdowns to understand all costs before committing.
Which Tool Is Best
Follow Up Boss is best for small real estate teams needing a predictable monthly cost with annual billing discounts, as it offers a $58/month (billed annually) price point for the Grow plan per user. Lofty suits teams that prefer custom pricing based on seat counts and add-ons, requiring direct contact with sales for tailored quotes. Wise Agent works well for brokers wanting flexibility with annual billing at $499/year or monthly billing at $49/month.
FAQ
What's the starting price for Follow Up Boss?
Follow Up Boss starts at $58/month when billed annually (Grow plan, per user) or $69/month billed monthly.
How does Lofty's pricing work?
Lofty has custom pricing and requires contacting sales to get quotes for Agent, Team, Broker, or Enterprise plans based on seat count and add-ons.
What's the annual price for Wise Agent?
Wise Agent is $499/year when billed annually, or $49/month billed monthly.
Which of these tools has a free tier?
None of these tools explicitly offer a free tier based on the facts provided.
Pricing and feature details on this page are independently researched and verified against official sources.
Pricing shown was accurate at the time of publishing and may change — verify on the official site.