Real Estate CRM

Best Real Estate CRM Tools for Small Teams: Follow Up Boss, Lofty, and Wise Agent Compared

Small real estate teams need reliable CRM tools to manage leads, clients, and transactions efficiently. Choosing the right platform can significantly impact your workflow and growth.

This comparison focuses on three popular real estate CRMs—Follow Up Boss, Lofty, and Wise Agent—to help you identify which tool aligns best with your team's specific requirements.

Quick Comparison

ToolPriceFree PlanVerified
Follow Up Boss$58/month (billed annually, Grow plan, per user) — $69/month billed monthly14-day free trial, no free plan2026-09-16
LoftyCustom pricing — contact sales (Agent/Team/Broker/Enterprise plans, varies by seat count and add-ons)No free plan; no public trial listed2026-09-16
Wise Agent$49/month (billed monthly) — $42/month billed annually ($499/year)14-day free trial, no free plan2026-09-16

Follow Up Boss

Verified 2026-09-16

Overview

Follow Up Boss is a Real Estate CRM designed to help real estate professionals manage their leads, clients, and sales processes. It offers tools for tracking interactions, scheduling follow-ups, and streamlining real estate-specific workflows.

Best Features
  • Lead management with customizable fields for real estate-specific data
  • Integrated calendar for scheduling follow-ups and appointments
  • Real estate-specific templates for contracts and deals
Best For

Real estate agents and teams who need a specialized CRM with built-in real estate workflows and templates.

Pros
  • Real estate-focused features tailored to industry needs
Cons
  • Pricing is higher than some competitors for similar features
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Lofty

Verified 2026-09-16

Overview

Lofty is a Real Estate CRM designed to help real estate professionals manage their business operations and client relationships. It offers tailored solutions for agents, teams, and enterprises to streamline workflows and improve efficiency in real estate transactions.

Best Features
  • Customizable plans for agents, teams, and enterprises based on seat count and add-ons
  • Real estate-specific features for managing client interactions and property data
  • Contact sales for custom pricing and plan configurations
Best For

Real estate professionals who need a specialized CRM with flexible pricing options for teams and enterprises.

Pros
  • Real estate-focused features that address industry-specific needs
Cons
  • Custom pricing requires contacting sales, which may delay decision-making
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Wise Agent

Verified 2026-09-16

Overview

Wise Agent is a Real Estate CRM designed to help real estate professionals manage client relationships and streamline their workflow. It offers tools specifically tailored for real estate agents to track leads, manage deals, and coordinate with clients.

Best Features
  • Lead management with customizable fields
  • Automated follow-up reminders
  • Deal tracking and progress monitoring
Best For

Real estate agents and teams who need a specialized CRM with structured pricing and features tailored to the real estate industry.

Pros
  • Clear pricing structure with options for monthly and annual billing
  • Real estate-specific functionality for streamlined operations
Cons
  • No free plan available
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Which Tool Is Best

Follow Up Boss is best for small teams needing a straightforward, predictable pricing model with annual billing discounts. Lofty suits businesses that want to customize their plan based on team size and add-ons, as it requires contacting sales for pricing. Wise Agent works well for teams that prefer monthly billing without annual commitments and want a fixed yearly cost of $499.

Best Overall Recommendation

For small teams prioritizing simplicity and predictable costs, Follow Up Boss offers the clearest pricing structure with an annual discount. Wise Agent is ideal for teams wanting flexibility in billing and a fixed annual cost, while Lofty is best for those needing tailored pricing based on specific team needs.

FAQ

What is the starting price for Follow Up Boss?

$58/month (billed annually, Grow plan, per user) — $69/month billed monthly

How does Lofty's pricing work?

Custom pricing — contact sales (Agent/Team/Broker/Enterprise plans, varies by seat count and add-ons)

What is the annual price for Wise Agent?

$499/year

Which software offers the most straightforward pricing model?

Follow Up Boss has a fixed annual price, Wise Agent has a fixed monthly price, and Lofty requires contacting sales for pricing.

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.