Quick Verdict
For small business owners prioritizing transparent and lower fixed costs, Wise Agent is the safest long-term bet due to its specific published rates. This option avoids the uncertainty of custom quotes and offers a clear annual discount structure. While Lofty and Follow Up Boss have different billing models, Wise Agent provides the most predictable financial commitment among the three.
Choosing the right customer relationship management system is critical for real estate professionals who rely on consistent follow-up and data organization. For small business owners, this decision extends beyond simple lead tracking to encompassing the stability and scalability of the platform as your team expands.
While many tools offer similar surface-level features, the long-term viability of your investment depends on underlying infrastructure and strategic direction. Understanding how Follow Up Boss, Lofty, and Wise Agent position themselves in the market helps you evaluate which partner will best support your operational continuity and business growth over time.
Side-by-Side Snapshot
| 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 |
Where These Numbers Come From
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 teams manage customer relationships and workflows. It is available on a paid subscription basis with options for both annual and monthly billing.
- Specialized functionality for the Real Estate industry
- Support for multiple users with per-user pricing
- Flexibility to choose between annual or monthly billing cycles
This item suits best real estate professionals and teams seeking a dedicated CRM solution.
- Predictable cost structure with clear per-user pricing
- Offers a 14-day free trial for evaluation before committing to a plan
- Lacks a permanent free plan, requiring a paid subscription after the trial
Lofty
Verified 2026-09-16Overview
Lofty is a Real Estate CRM designed for agents, teams, and brokers. It offers structured plans that vary based on seat count and specific add-ons.
- Categorized plans for Agent, Team, Broker, and Enterprise users
- Configurable pricing structure based on seat count
- Access to various add-ons to customize functionality
This platform suits real estate professionals and organizations looking for a scalable CRM with tiered plans and custom add-ons.
- Provides specific tiers for different levels of business growth
- Allows customization through add-ons
- No free plan or public trial is available
Wise Agent
Verified 2026-09-16Overview
Wise Agent is a Real Estate CRM designed to help professionals manage their sales process. The platform was last verified for accuracy on 2026-09-16.
- Category-specific tools for real estate professionals
- Flexible billing options with monthly or annual commitments
- Simple pricing structure without hidden free plan complexity
This solution is best for real estate professionals who need a dedicated CRM and are willing to commit to a monthly or annual subscription after a trial.
- Affordable entry-level monthly cost of $49/month (billed monthly)
- Opportunity for cost savings with the $42/month billed annually option
- No permanent free plan is available, only a 14-day free trial
What to Weigh Before You Choose
Billing model structure
Differences in whether costs are billed monthly or annually can significantly impact cash flow and budgeting for small teams. Check if the vendor offers flexible billing cycles that align with your business’s predictable revenue periods.
Pricing transparency level
Some providers list fixed rates upfront while others require contacting sales for custom quotes based on seat counts and add-ons. You should verify how much effort is required to obtain a final quote and whether the total cost of ownership is clear before signing a contract.
Plan tier availability
The range of available tiers, from individual agent plans to enterprise-level solutions, determines how well the software scales with your team size. Ensure the chosen option includes the specific feature set and user limits needed for your current operations and future growth.
Cost per user basis
Determining whether pricing is calculated per individual user or per team helps in accurately forecasting expenses as you hire new staff. Review the specific unit of cost to avoid unexpected increases in monthly charges when expanding your workforce.
Add-on dependency impact
The necessity of additional paid modules to access core functionality can alter the effective price of the base subscription. Investigate which essential features are included in the standard plan versus those that require separate purchases to maintain an accurate long-term budget.
Our Pick and Who It Fits
Wise Agent is ideal for operators seeking the lowest entry point, offering plans starting at $49/month billed monthly or $42/month billed annually. Lofty suits organizations that prefer custom pricing models tailored to specific seat counts and add-ons rather than fixed rates. Follow Up Boss fits readers who require standardized per-user pricing, such as the Grow plan at $58/month when billed annually.
Common Questions
What is the starting monthly cost for each platform when billed annually?
Follow Up Boss starts at $58/month billed annually, Wise Agent starts at $42/month billed annually, and Lofty offers custom pricing based on specific plan needs.
How do the pricing models differ between these three CRM options?
Follow Up Boss and Wise Agent offer fixed per-user or monthly rates with annual or monthly billing options, while Lofty requires contacting sales for a custom quote that varies by seat count and add-ons.
Which platform has a transparent listed price for individual agents?
Follow Up Boss and Wise Agent have publicly listed prices, whereas Lofty does not list standard prices and requires you to contact their sales team for a quote.
What is the cost difference between monthly and annual billing for Wise Agent?
Wise Agent is $49/month when billed monthly and $42/month when billed annually, which totals $499/year.
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.