Real Estate CRM

Follow Up Boss vs Lofty vs Wise Agent: Which Real Estate CRM Tool Should You Choose

Real estate businesses rely on effective CRM tools to manage leads, clients, and transactions. Choosing the right CRM can significantly impact your workflow efficiency and client relationships.

This comparison helps small real estate owners evaluate Follow Up Boss, Lofty, and Wise Agent based on their core features and how well they align with your specific operational needs.

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 business operations and client relationships. It offers tools for tracking leads, scheduling follow-ups, and streamlining communication within the real estate industry.

Best Features
  • Lead management with customizable fields for real estate-specific data
  • Automated follow-up sequences to maintain consistent client communication
  • Integration with popular real estate platforms and tools
Best For

Real estate agents and teams looking for a specialized CRM that integrates directly with real estate workflows and tools.

Pros
  • Strong focus on real estate-specific workflows for streamlined operations
  • Flexible pricing options including annual billing discounts
Cons
  • Requires a paid subscription with no free tier available
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Lofty

Verified 2026-09-16

Overview

Lofty is a Real Estate CRM designed to help real estate professionals manage their client relationships and transactions. It offers tailored solutions for agents, teams, and brokers to streamline their workflow and improve client engagement.

Best Features
  • Customizable workflows for real estate-specific tasks
  • Seamless integration with common real estate tools
  • Advanced reporting and analytics for performance tracking
Best For

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

Pros
  • Strong focus on real estate industry needs
  • Scalable for growing teams and enterprises
Cons
  • Custom pricing requires direct contact with sales for quotes
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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 provides tools specifically tailored for real estate agents to track leads, appointments, and transactions.

Best Features
  • Lead management with custom fields for real estate-specific data
  • Automated appointment scheduling for real estate transactions
  • Integration with popular real estate platforms and tools
Best For

Real estate agents and teams who need a specialized CRM to manage client interactions and transactions efficiently.

Pros
  • Offers a straightforward pricing structure with monthly and annual billing options
  • Provides a 14-day free trial to test the software before committing
Cons
  • No free plan available for ongoing use
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Which Tool Is Best

Follow Up Boss is best for small real estate teams seeking a straightforward, predictable pricing model with annual billing. Lofty suits larger teams or agencies needing custom pricing based on seat count and add-ons. Wise Agent works well for teams wanting monthly billing with annual discounts, offering a lower annual cost than the monthly rate.

Best Overall Recommendation

For most small real estate businesses, Follow Up Boss is the best overall choice due to its clear pricing structure, annual billing option, and per-user cost that is predictable without custom negotiations. Lofty is recommended for larger teams requiring flexible pricing, while Wise Agent may appeal to those prioritizing annual billing discounts.

FAQ

What is the starting price for Follow Up Boss?

The starting price for Follow Up Boss is $58/month when billed annually for the Grow plan (per user).

How does Lofty's pricing work?

Lofty offers custom pricing and requires contacting sales to determine costs for Agent, Team, Broker, or Enterprise plans, which vary by seat count and add-ons.

What is the annual price for Wise Agent?

$499/year for Wise Agent when billed annually.

Which tool has the lowest monthly cost if billed annually?

Wise Agent has the lowest monthly cost if billed annually at $42/month, while Follow Up Boss is $58/month annually (billed annually) and Wise Agent is $49/month monthly.

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.