For real estate professionals starting out, choosing the right CRM can significantly impact your efficiency and client management. A strong CRM helps streamline lead tracking, communication, and deal progression.
This comparison focuses on three beginner-friendly real estate CRMs: Follow Up Boss, Lofty, and Wise Agent. Each tool offers unique approaches to support your growing business needs without overwhelming complexity.
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 |
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 provides tools for tracking interactions, appointments, and leads to streamline real estate operations.
- Client relationship management for real estate agents
- Appointment scheduling and reminders
- Lead tracking and conversion tracking
Real estate professionals who need a dedicated CRM to manage client interactions and streamline their sales workflow.
- Offers a 14-day free trial to test the platform before committing
- Pricing is billed annually for the Grow plan at $58/month per user, with a monthly billing option at $69/month
Lofty
Verified 2026-09-16Overview
Lofty is a real estate CRM designed to help real estate agents and teams manage their client relationships and workflows. It provides tools tailored for the real estate industry to streamline operations and improve client communication.
- Real estate-specific workflows for managing leads and clients
- Customizable team plans to suit different business sizes
- Integration with common real estate tools like CRM platforms
Real estate professionals who need a specialized CRM with customizable team plans and integration capabilities for their workflow.
- Real estate-focused features that address industry-specific needs
- Flexible pricing options for teams of varying sizes
- No free plan or public trial available
Wise Agent
Verified 2026-09-16Overview
Wise Agent is a Real Estate CRM designed to help real estate professionals manage their business operations. It offers tools for lead management, client interactions, and property tracking to streamline real estate workflows.
- Lead management and client communication tools
- Property tracking and management features
- Integration with real estate-specific data sources
Real estate professionals seeking a specialized CRM with straightforward pricing and a trial period to evaluate the platform before committing.
- Clear pricing structure with monthly and annual billing options
- Offers a 14-day free trial for testing the platform
- No free plan available
Which Tool Is Best
Follow Up Boss is best for small teams needing a straightforward, predictable pricing model with annual billing discounts. Lofty suits teams that prefer custom pricing and need flexibility for larger teams or add-ons. Wise Agent is ideal for beginners who want simple monthly billing without annual commitments.
Best Overall Recommendation
For beginners in real estate, Wise Agent is the best overall recommendation due to its simple monthly billing, no annual commitment, and clear pricing structure starting at $49/month. It offers a balance of affordability and ease of use for those new to CRM tools without complex pricing tiers.
FAQ
What is 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 uses custom pricing and requires contacting sales to get quotes based on the number of seats and add-ons for Agent, Team, Broker, or Enterprise plans.
What is Wise Agent's annual price?
Wise Agent is $499/year when billed annually, or $49/month when billed monthly.
Which tool is best for beginners with limited budget?
For beginners with limited budgets, Wise Agent offers the lowest monthly price ($49/month) and can be billed annually for $499/year, making it a cost-effective option compared to the other tools listed.
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.