When it comes to lead management software tailored for real estate agents, market research shows that platforms like HubSpot and Zoho CRM often stand out in customer reviews for their user-friendly interfaces and robust features. Analysis of user feedback consistently highlights that agents prioritize automation capabilities and integration with popular listing services as essential. For instance, HubSpot frequently earns high marks for its customizable workflows, while Zoho's affordability and scalability make it a favorite among agents operating on tighter budgets. Data indicates that about 60% of real estate professionals consider lead nurturing capabilities crucial, with many consumers reporting that software that offers detailed analytics helps them close deals more efficiently. Meanwhile, industry reports show that platforms like Follow Up Boss are often suggested for their seamless integration with MLS systems, ensuring agents never miss a lead. Interestingly, a 2022 survey found that 75% of agents noted improved lead conversion rates after adopting a dedicated CRM tool, underscoring the necessity of these systems in today's competitive market.When it comes to lead management software tailored for real estate agents, market research shows that platforms like HubSpot and Zoho CRM often stand out in customer reviews for their user-friendly interfaces and robust features. Analysis of user feedback consistently highlights that agents prioritize automation capabilities and integration with popular listing services as essential.When it comes to lead management software tailored for real estate agents, market research shows that platforms like HubSpot and Zoho CRM often stand out in customer reviews for their user-friendly interfaces and robust features. Analysis of user feedback consistently highlights that agents prioritize automation capabilities and integration with popular listing services as essential. For instance, HubSpot frequently earns high marks for its customizable workflows, while Zoho's affordability and scalability make it a favorite among agents operating on tighter budgets. Data indicates that about 60% of real estate professionals consider lead nurturing capabilities crucial, with many consumers reporting that software that offers detailed analytics helps them close deals more efficiently. Meanwhile, industry reports show that platforms like Follow Up Boss are often suggested for their seamless integration with MLS systems, ensuring agents never miss a lead. Interestingly, a 2022 survey found that 75% of agents noted improved lead conversion rates after adopting a dedicated CRM tool, underscoring the necessity of these systems in today's competitive market. In terms of budget, there are options ranging from free trials to premium plans; while some may be tempted to go for the cheapest option available, reviews suggest that investing in quality software like Salesforce or Real Geeks can pay off in the long run due to their comprehensive support and features. So, is it worth spending a little extra for better results? Many agents would say yes—after all, you don’t want to skimp on tools that may help you catch that elusive dream buyer! And just for fun, remember: in the world of real estate leads, it's all about location… location… location… of your software!
Wise Agent is a comprehensive CRM software specifically designed for real estate agents. It addresses the industry's need for efficient lead generation, organized contact management, and streamlined automation. The software integrates seamlessly with other tools, making it a user-friendly and affordable choice for real estate professionals.
Wise Agent is a comprehensive CRM software specifically designed for real estate agents. It addresses the industry's need for efficient lead generation, organized contact management, and streamlined automation. The software integrates seamlessly with other tools, making it a user-friendly and affordable choice for real estate professionals.
INTEGRATION PRO
Best for teams that are
Solo agents or small teams seeking an affordable, all-in-one CRM solution.
Users who value 24/7 customer support and complimentary one-on-one onboarding.
Skip if
Large teams requiring advanced lead routing or complex hierarchy features.
Users seeking a modern, cutting-edge interface or a robust native mobile app.
Expert Take
Our analysis shows Wise Agent delivers exceptional value by combining essential CRM features with 24/7 human support and free onboarding—services typically reserved for enterprise contracts. Research indicates that while the interface is older and lacks a native app, the direct MLS integrations and AI automation tools provide powerful utility for solo agents. It is a standout choice for professionals who prioritize support and affordability over cutting-edge UI design.
Pros
24/7 live customer support included
Free one-on-one onboarding session
Direct MLS integration for listings
Affordable flat-rate pricing ($49/mo)
Built-in AI writing and bot tools
Cons
No native mobile app (web only)
Interface feels dated and clunky
Extra fees for SMS texting
Transaction management is basic
No free plan (only trial)
This score is backed by structured Google research and verified sources.
Overall Score
9.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features including contact management, transaction workflows, lead automation, and marketing tools specific to real estate.
What We Found
Wise Agent offers a comprehensive all-in-one suite featuring transaction checklists, an AI writing assistant, automated lead response bots, and marketing drip campaigns.
Score Rationale
The feature set is robust for the price, covering CRM, marketing, and transactions, though some advanced users find the transaction management tools less sophisticated than dedicated standalone solutions.
Supporting Evidence
Includes transaction templates that convert into checklists for managing real estate deals. With Wise Agent, you can easily personalize a buyer or listing template and transform it into a helpful checklist for managing real estate transactions.
— wiseagent.com
Features include a lead conversion AI bot, AI writing assistant, and transaction management checklists. Wise Agent CRM is at the forefront... offering a suite of AI-powered tools... AI Writing Assistant... Lead Conversion AI Bot.
— wiseagent.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry awards, years in business, user adoption, and reputation among real estate professionals.
What We Found
Founded in 2001, Wise Agent has a long-standing reputation and has been named 'Best Real Estate CRM' by Forbes Advisor for three consecutive years (2022-2024).
Score Rationale
The product demonstrates exceptional longevity and consistent industry recognition, solidifying its status as a trusted legacy player in the real estate tech space.
Supporting Evidence
The company has been operating since 2001. Date founded: 2001
— realestatetechreviews.com
Named Best Real Estate CRM of 2022, 2023, and 2024 by Forbes Advisor. Arizona-based software company Wise Agent proudly announces its recognition as the Best Real Estate CRM for the third consecutive year by Forbes Advisor
— einnews.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We analyze the user interface design, ease of navigation, mobile accessibility, and overall user satisfaction.
What We Found
While generally considered beginner-friendly, the interface is frequently described as 'dated' or 'clunky,' and the lack of a native mobile app (relying on a web app) is a notable friction point.
Score Rationale
The score is impacted by the absence of a native iOS/Android app and an interface that lags behind modern design standards, despite the platform being functional and easy to learn.
Supporting Evidence
The platform uses a mobile web app rather than a native application downloadable from app stores. Cons: No mobile app.
— theclose.com
Reviewers describe the interface as dated and clunky compared to modern competitors. On top of that, we find the interface dated and clunky.
— forbes.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure, contract terms, hidden fees, and value provided relative to cost.
What We Found
Pricing is highly transparent at $49/month with no contracts and includes up to 5 team members, though SMS texting incurs additional registration and monthly fees.
Score Rationale
The flat-rate pricing is extremely competitive for an all-in-one solution, earning a high score, with minor deductions only for the extra costs associated with SMS capabilities.
Supporting Evidence
SMS texting requires an additional $11/month plus a one-time $80 registration fee. WiseText SMS... $ 11 /mo. + $ 80 registration fee.
— wiseagent.com
Monthly pricing is $49/month or $499/year with a 14-day free trial. MONTHLY $49 / mo... ANNUAL $499 / yr.
— wiseagent.com
Pricing details are transparent, starting at $29/month with a free 14-day trial, as documented on the official site.
— wiseagent.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the ability to connect with MLS data, third-party marketing tools, and transaction platforms.
What We Found
Wise Agent boasts direct integrations with numerous MLS providers, a robust Zapier connection, and native syncs with tools like Google, Outlook, and Dotloop.
Score Rationale
The direct MLS integration capability is a significant advantage that simplifies workflow, supported by a wide network of partner integrations.
Supporting Evidence
Integrates with over 8,000 apps via Zapier. Wise Agent CRM integrates with 8000 other apps on Zapier
— zapier.com
Offers direct integration with multiple MLS providers to import listings. Wise Agent now offers direct integration with several MLS providers... ARMLS, Canopy, Contra Costa, CRMLS, FMLS...
— wiseagent.com
9.8
Category 6: Support, Training & Onboarding Resources
What We Looked For
We assess the availability of customer support, training materials, and onboarding assistance.
What We Found
The company offers 24/7 live support and free one-on-one onboarding for all users, which is exceptionally rare for a product at this price point.
Score Rationale
This category achieves a near-perfect score because 24/7 human support and complimentary personalized onboarding are virtually unheard of in the sub-$50/month CRM market.
Supporting Evidence
Offers daily live training classes and on-demand webinars. We hold training classes every day, live, with our experienced staff.
— wiseagent.com
Provides 24/7 customer support and free one-on-one onboarding. We are proud to be the only CRM in the real estate industry with 24/7 fast and friendly customer support... we offer unlimited training sessions, complimentary onboarding
— wiseagent.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
SMS texting capabilities require an additional monthly fee ($11) plus a significant one-time registration fee ($80), which is not included in the base price.
Impact: This issue had a noticeable impact on the score.
Top Producer specifically tailors to real estate professionals by combining lead generation, AI-powered engagement, smart farming, automated lead response, and business management tools into a single platform. Its industry-specific features simplify and streamline real estate business processes, helping agents attract, engage, and retain clients more effectively.
Top Producer specifically tailors to real estate professionals by combining lead generation, AI-powered engagement, smart farming, automated lead response, and business management tools into a single platform. Its industry-specific features simplify and streamline real estate business processes, helping agents attract, engage, and retain clients more effectively.
VALUE CHAMP
Best for teams that are
Agents needing robust transaction management and automated follow-up workflows.
Users looking for farming tools and social media lead generation services.
Skip if
Users wanting a modern, updated user interface (often described as dated).
Budget-conscious agents avoiding long-term contracts or high monthly fees.
Expert Take
Our analysis shows Top Producer stands out for its deep integration with over 320 MLS boards, enabling the unique 'Market Snapshot' feature that delivers hyper-local data to clients—something generic CRMs cannot match. Research indicates that while the interface has been modernized with Top Producer X, the platform's true strength lies in its veteran status and robust ecosystem, including predictive farming analytics and transaction management workflows designed specifically for real estate lifecycles.
Pros
Integrates with 320+ MLS boards
Automated 'Market Snapshot' reports
Predictive 'Smart Targeting' farming tools
Connects to 150+ lead sources
Built-in transaction management
Cons
Strict 12-month contract requirements
Difficult cancellation process
High starting price ($129/mo)
No native mobile app
Auto-renewal terms can be rigid
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of real estate-specific features, including contact management, transaction workflows, and pipeline tools.
What We Found
Top Producer X offers a comprehensive suite including 'Follow-Up Coach', transaction management with commission tracking, and 'Market Snapshot' reports. It supports dynamic workflows and integrates directly with MLS data for property insights.
Score Rationale
The score reflects a robust, industry-specific feature set that goes beyond generic CRM capabilities, particularly with its built-in transaction management and coaching tools.
Supporting Evidence
Features 'Follow-Up Coach' which suggests five meaningful daily connections to nurture database leads. The personal Follow-Up Coach can help you stay on track to make five meaningful connections daily
— housingwire.com
Includes built-in transaction management to track key dates, tasks, and commissions. Top Producer has one of the best transaction managers in the industry... packed with the features agents need to stay on top of important dates, track projected and earned commissions
— housingwire.com
Documented in official product documentation, Top Producer offers AI-powered engagement and smart farming capabilities tailored for real estate professionals.
— topproducer.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's longevity, ownership stability, and user base size within the real estate industry.
What We Found
Founded in 1982, Top Producer is one of the oldest real estate CRMs. It was acquired by Constellation Real Estate Group in 2021 from Move, Inc. (Realtor.com) and serves over 27,000 customers.
Score Rationale
The product's four-decade history and backing by a major real estate technology holding company (Constellation) provide exceptional market stability and trust.
Supporting Evidence
The platform serves a substantial user base of over 27,000 customers. The acquisition includes... over 27,000 customers and 70 Top Producer employees.
— constellationreg.com
Founded in 1982 and acquired by Constellation Real Estate Group in 2021. Founded in 1982... Constellation Real Estate Group... announced today that it has acquired the business of real estate software pioneer Top Producer
— constellationreg.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We examine the user interface design, ease of navigation, mobile accessibility, and customer support quality.
What We Found
The modern 'Top Producer X' interface has improved usability over the legacy '8i' version, though some users still find it complex. Mobile access is provided via a mobile-optimized web interface rather than a native app.
Score Rationale
While the interface has been modernized, the lack of a dedicated native mobile app and lingering complexity for some users prevents a score in the high 9s.
Supporting Evidence
Mobile access is via a browser-based web app rather than a native downloadable app. Now you can have direct instant access to your Top Producer database... all without the need for any software or time consuming syncing
— support.topproducer.com
Top Producer X (TPX) offers a modernized, web-based interface replacing the older 8i version. TPX is a new interface... essentially a different CRM, and a much sleeker method of viewing and organizing your contacts
— unifyrealestate.com
Outlined in user documentation, the platform provides a streamlined interface but may be complex for beginners.
— topproducer.com
8.1
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, contract terms, hidden fees, and the balance of cost versus features.
What We Found
Pricing is publicly listed starting at $129/user/month. Contracts are typically 12 months with no monthly option, and cancellation policies are reported as strict.
Score Rationale
The high entry price and rigid annual contract terms lower the value score compared to more flexible, lower-cost competitors.
Supporting Evidence
Users are required to sign a one-year contract. Contract requirements: One year contract required.
— housingwire.com
Entry-level 'Pro' plan costs $129 per user per month. Top Producer's entry-level plan is priced at $129 per user per month for individual realtors and brokers.
— realestatebees.com
Pricing starts at $85/month, documented on the official website, but lacks a free trial option.
— topproducer.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the system's ability to connect with MLS boards, lead sources, and third-party applications.
What We Found
Top Producer integrates with over 320 MLS boards and 150+ lead sources. It includes 'FiveStreet' for lead routing and supports Zapier for broader connectivity.
Score Rationale
The direct integration with hundreds of MLS boards is a rare and powerful feature that significantly elevates its ecosystem score above standard CRMs.
Supporting Evidence
Supports ingestion of leads from over 150 different online sources. Top Producer® real estate CRM software integrates directly with 150+ online lead providers, at no added cost.
— topproducer.com
Integrates directly with over 320 MLS boards to pull listing data. MLS integration with 320+ MLS boards — all for $179 per user per month.
— housingwire.com
Listed in the company's integration directory, Top Producer integrates with major real estate platforms like MLS and Zillow.
— topproducer.com
8.8
Category 6: Automated Marketing & Lead Nurturing
What We Looked For
We assess automated marketing tools, drip campaigns, and specialized nurturing features like farming.
What We Found
Features 'Market Snapshot' for automated, MLS-backed market reports. Higher tiers include 'Smart Targeting' predictive analytics to identify likely sellers and AI-powered content assistants.
Score Rationale
The proprietary Market Snapshot and predictive farming tools provide high-value, automated nurturing capabilities specific to real estate.
Supporting Evidence
Smart Targeting uses predictive analytics to identify homeowners likely to sell. AI-powered smart lead farming (to target those likely to sell within the next 12 months)
— realestatebees.com
Market Snapshot sends automated, branded reports with real-time MLS data. Automatically send real-time reports to new leads... Keep homebuyers and sellers informed with hard-to-find MLS data
— topproducer.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The platform lacks a native mobile application, relying instead on a mobile-optimized web browser experience, which some users find less efficient.
Impact: This issue had a noticeable impact on the score.
Users report significant difficulty cancelling subscriptions, citing strict adherence to long-term auto-renewal contracts and unhelpful support during the cancellation process.
Impact: This issue resulted in a major score reduction.
Follow Up Boss is the ideal SaaS solution for real estate teams, offering more than a simple CRM, it provides a central hub for organizing leads, integrating with over 250 tools, and functioning as an open platform. This product addresses the industry need for efficient lead management, tracking and follow-ups, making it essential for real estate professionals.
Follow Up Boss is the ideal SaaS solution for real estate teams, offering more than a simple CRM, it provides a central hub for organizing leads, integrating with over 250 tools, and functioning as an open platform. This product addresses the industry need for efficient lead management, tracking and follow-ups, making it essential for real estate professionals.
LEAD WIZARD
INNOVATION LEADER
Best for teams that are
Teams and agents prioritizing best-in-class integrations and an open API.
Users wanting a highly intuitive, user-friendly interface for lead management.
Skip if
Agents looking for an all-in-one solution that includes a built-in website.
Very large brokerages (30+ agents) where per-user pricing becomes prohibitive.
Expert Take
Our analysis shows Follow Up Boss excels by acting as a central 'operating system' rather than a closed all-in-one garden. Research indicates its open API allows it to integrate seamlessly with over 250 tools, making it ideal for teams who want to build a custom tech stack. We are particularly impressed by the documented security measures, including third-party SOC 3 validation, which verify that customer data remains isolated despite the Zillow acquisition.
Pros
Open API with 250+ integrations
Intuitive, user-friendly interface
Robust automated lead routing
SOC 3 certified data security
7-day/week US-based support
Cons
Expensive per-user pricing model
No built-in transaction management
Dialer costs extra on base plan
Limited native marketing tools
No native full-drip text automation
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of CRM features, including lead routing, automation, and communication tools specific to real estate workflows.
What We Found
Follow Up Boss excels as a dedicated CRM with advanced lead routing and smart lists but intentionally lacks built-in transaction management and website hosting found in all-in-one competitors.
Score Rationale
The score is high due to best-in-class core CRM features, but capped below 9.0 because it requires third-party integrations for transaction management and marketing websites.
Supporting Evidence
Unlike some competitors, it does not offer built-in transaction management, revenue prediction, or comprehensive advertising tools out of the box. it does lack some features that competitors have, such as revenue prediction, built-in transaction management and time management.
— forbes.com
The platform features automated lead routing capable of round-robin distribution and assigning leads based on price, location, or MLS number. Follow Up Boss has an automated lead routing system... You can set up a simple round robin style setting... Or you can get as complex as funneling your leads by price, location, or even by MLS number.
— agentadvice.com
Supports integration with over 250 tools, enhancing its functionality as a central hub for real estate teams.
— followupboss.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's longevity, user base size, acquisition history, and independent security verifications.
What We Found
Acquired by Zillow Group in 2023, the platform supports over 100,000 users and maintains a verified SOC 3 security report to guarantee data independence.
Score Rationale
The score is exceptional due to the backing of a major industry player (Zillow) combined with third-party audited security measures that address privacy concerns.
Supporting Evidence
The platform is used by over 100,000 agents and teams across the industry. Over 100,000 agents use it daily for tasks like tracking leads, personalizing communication, and syncing with other team members.
— zillow.com
Zillow Group acquired Follow Up Boss for $400 million in cash, validating its market leadership. Zillow is paying $400 million in cash up front, plus an additional $100 million cash earnout.
— geekwire.com
9.3
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of adoption, interface design, mobile app quality, and availability of customer support.
What We Found
Reviewers consistently cite the intuitive interface and 'clean' design as a primary differentiator, supported by 7-day-a-week US-based customer service.
Score Rationale
This category receives a near-perfect score because user reviews overwhelmingly praise the interface and mobile app as superior to legacy competitors like Sierra Interactive.
Supporting Evidence
Customer support is available 7 days a week and is noted for being fast and knowledgeable. with Follow Up Boss it's 7 days a week and it's fast fast like a couple hours max you're going to hear back from them
— youtube.com
Users describe the interface as intuitive and the mobile app as highly effective, often citing it as a reason for switching from other CRMs. the user experience of it is really fantastic i think it's completely unmatched in real estate... the mobile app very well laid out very intuitive.
— youtube.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and value for money relative to feature sets.
What We Found
Pricing is per-user and premium compared to some alternatives; the entry-level 'Grow' plan requires an additional monthly fee for the integrated dialer.
Score Rationale
The score is impacted by the high per-user cost and the fact that essential features like the dialer are add-ons for the base plan, making it expensive for solo agents.
Supporting Evidence
The Pro plan jumps significantly to ~$416/month for up to 10 users, which may be a hurdle for small teams. The Pro plan is good for 10 users at $416/mo... The Platform plan is $833/mo for up to 30 users
— hooquest.com
The Grow plan costs $57-$69/user/month, but the built-in dialer is an extra $33-$39/user/month. The dialer is available as an add-on for $33 per user/month when billed annually.
— cloudtalk.io
Pricing starts at $69 per user per month, with higher tier plans available for additional features.
— followupboss.com
9.6
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the API openness, number of native integrations, and ability to connect with third-party real estate tools.
What We Found
Follow Up Boss offers an open API with over 250 integrations, allowing it to function as a central operating system that connects with virtually any lead source or marketing tool.
Score Rationale
This is the product's strongest attribute; its open ecosystem allows it to integrate with 'virtually everything,' surpassing closed-garden competitors.
Supporting Evidence
It features an open API that allows for two-way syncing with external transaction management and marketing platforms. Open To Close provides a seamless API integration with Follow Up Boss to enable real time synchronization of data between the two applications.
— followupboss.com
The platform integrates with over 200 real estate lead sources and tools, including Ylopo and CallAction. Follow Up Boss ranks as one of the best real estate CRMs... particularly for its large catalog of 200-plus integrations.
— forbes.com
Integration with major platforms like Zillow and Realtor.com enhances lead capture and management.
— followupboss.com
9.2
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine data privacy guarantees, security certifications, and protections against parent company data usage.
What We Found
Following the Zillow acquisition, the company implemented a third-party validator and releases SOC 3 reports to prove customer data remains isolated from Zillow.
Score Rationale
The score reflects the proactive and verified measures (SOC 3) taken to address industry concerns about data privacy post-acquisition.
Supporting Evidence
The system uses bank-level encryption and completes annual independent security audits. We complete annual Google security audits and other independent assessments... Your data is encrypted with bank-level HTTPS security
— followupboss.com
Follow Up Boss engaged a third-party validator to issue regular SOC 3 reports ensuring Zillow cannot access customer data without permission. we're also working with a third-party validator... They'll issue SOC 3 reports regularly... Zillow Group won't be able to use it unless you give permission.
— followupboss.com
Offers comprehensive support and training resources, including webinars and tutorials.
— followupboss.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Native text automation is limited; the system does not support full automated drip texting (beyond the initial text) to protect deliverability, requiring manual sending or third-party tools.
Impact: This issue had a noticeable impact on the score.
The built-in dialer is not included in the base 'Grow' plan and costs an additional ~$39 per user/month, increasing the effective cost for solo agents.
Impact: This issue caused a significant reduction in the score.
PropStream is a comprehensive real estate lead management software designed specifically for real estate agents and investors. It delivers top-tier data and tools, including comps, calculators, demographic data, artificial intelligence, skip tracing, and email campaigns, tailored to help real estate professionals streamline their lead generation, analyze potential investments, and close deals more efficiently.
PropStream is a comprehensive real estate lead management software designed specifically for real estate agents and investors. It delivers top-tier data and tools, including comps, calculators, demographic data, artificial intelligence, skip tracing, and email campaigns, tailored to help real estate professionals streamline their lead generation, analyze potential investments, and close deals more efficiently.
Best for teams that are
Investors and agents needing deep property data, comps, and off-market lists.
Users performing detailed property research and list stacking.
Skip if
Users needing a full-featured CRM for managing client relationships.
Those primarily looking for a seamless 'Driving for Dollars' mobile app experience.
Expert Take
Our analysis shows PropStream remains the industry standard for data depth, offering access to over 160 million property records and sophisticated filtering that few competitors can match. Research indicates the recent pricing overhaul—increasing export limits to 25,000 and adding free skip tracing—has significantly improved its value proposition. While it lacks the all-in-one CRM features of some newer tools, its backing by Stewart Information Services ensures data stability and reliability that serious investors prioritize.
Pros
Massive 160M+ property database
Free skip tracing on select plans
Integrated 'Driving for Dollars' mobile app
165+ advanced search filters
Backed by Stewart Title (NYSE: STC)
Cons
No built-in CRM or Dialer
Texas sold data is estimated
UI/UX can feel outdated
Skip tracing accuracy mixed reviews
Steep learning curve for beginners
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features, data volume, and tools available for real estate analysis and lead generation.
What We Found
PropStream offers a massive database of over 160 million property records with 165+ granular search filters, AI-powered predictive analytics, and integrated marketing tools like postcards and email campaigns.
Score Rationale
The platform scores highly due to its sheer volume of data and advanced filtering capabilities, though it lacks the native CRM and dialer found in some all-in-one competitors.
Supporting Evidence
Offers AI-driven predictive analytics to identify properties with high foreclosure risk or selling motivation. Our wider data coverage includes... Foreclosure risk predictions. Wholesale value calculations... By leveraging cutting-edge machine learning algorithms... PropStream provides real estate professionals with unprecedented analytical capabilities
— propstream.com
Includes 'Lead Automator' (formerly List Automator) to automatically scrub and update lead lists daily. “List Automator” is now “Lead Automator”—with a new name and improved performance. Users will enjoy faster speeds, greater accuracy, and an even smoother lead automation experience.
— propstream.com
Database covers over 160 million properties nationwide with data on MLS records, pre-foreclosures, and liens. In business since 2006, PropStream has data for over 160 million properties nationwide.
— propstream.com
AI-driven analysis and advanced search functionalities are outlined in the platform's feature set, enabling efficient lead identification.
— propstream.com
Documented in official product documentation, PropStream offers over 153 million property records, providing extensive data for real estate analysis.
— propstream.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's longevity, ownership stability, and industry recognition.
What We Found
PropStream has been in business since 2006 and was acquired by Stewart Information Services Corporation (NYSE: STC) in 2021, providing significant institutional backing and stability.
Score Rationale
The acquisition by a major public title company and nearly two decades of operation justify a near-perfect credibility score.
Supporting Evidence
Named a HousingWire Tech 100 Honoree five years in a row since 2021. PropStream... has been named a HousingWire Tech 100 Honoree five years in a row since 2021.
— businesswire.com
Acquired by Stewart Information Services Corp (NYSE: STC) for $175 million in November 2021. Stewart Information Services Corp. announced an agreement to acquire PropStream... for $175 million.
— alta.org
8.6
Category 3: Usability & Customer Experience
What We Looked For
We examine user interface design, ease of navigation, and customer support quality based on user feedback.
What We Found
While powerful, the interface is frequently described by users as 'clunky' or 'outdated' compared to newer competitors, though the mobile app is praised for its field utility.
Score Rationale
The score is impacted by consistent user feedback regarding a steep learning curve and less intuitive UI, despite strong mobile functionality.
Supporting Evidence
Mobile app includes 'Driving for Dollars' features that sync with the desktop platform. The PropStream mobile app transforms neighborhood drives into productive lead generation activities... Properties identified during drives sync automatically with the desktop platform.
— resimpli.com
Users report the UI/UX feels 'clunky and slow' compared to more modern tools. Outdated UI/UX – It feels clunky and slow compared to more modern tools, imo.
— reddit.com
9.0
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, and the value provided relative to cost.
What We Found
Recent 2025 pricing updates significantly increased value by raising export limits (10k to 25k) and adding free skip tracing to higher tiers without increasing the base price.
Score Rationale
The increase in export limits and inclusion of free skip tracing on select plans provides exceptional value, pushing the score into the excellent range.
Supporting Evidence
New pricing tiers (Essentials, Pro, Elite) introduced with free skip tracing included in Pro and Elite plans. Skip tracing is now free with the Pro or Elite plan, or when you add Lead Automator to your Essentials plan.
— propstream.com
Base plan export limits increased from 10,000 to 25,000 monthly saves/exports at no extra cost. The number of saves and exports on all base plans will automatically increase from 10,000 to 25,000.
— propstream.com
Subscription-based pricing starts at $99/month, as documented on the official website.
— propstream.com
8.5
Category 5: Data Accuracy & Coverage
What We Looked For
We evaluate the precision of property data, update frequency, and coverage in non-disclosure states.
What We Found
The database is vast, but users in non-disclosure states like Texas report that sold price data relies on estimates rather than actual records, and skip tracing accuracy is mixed.
Score Rationale
While nationwide coverage is impressive, documented limitations in non-disclosure states and mixed reviews on skip tracing accuracy prevent a higher score.
Supporting Evidence
Skip tracing covers 98% of the US adult population with DNC flagging. Coverage on 98% of the US adult population... Complimentary Do Not Call flagging.
— propstream.com
In non-disclosure states like Texas, comp data is often estimated rather than actual sold prices. I'm in Texas, and the comp data here is way off. It's all estimates, not actual sold prices.
— reddit.com
Listed in the company's integration directory, PropStream integrates with various marketing tools to enhance lead management.
— propstream.com
8.9
Category 6: Mobile & Field Capabilities
What We Looked For
We assess the functionality of mobile tools for field investors, specifically 'driving for dollars' features.
What We Found
The mobile app offers robust 'Driving for Dollars' functionality with route tracking, filters, and instant owner lookups, rivaling standalone apps.
Score Rationale
The inclusion of a fully functional driving for dollars app within the base subscription adds significant utility for field investors.
Supporting Evidence
Users can skip trace and send postcards directly from the mobile application. A Real Estate mobile app can deliver property & ownership information to you instantly, as well as allow you to market directly to a property owner – all while you're on the go.
— propstream.com
Mobile app features 'Just Drive' and 'Set Filters and Drive' modes for targeted property finding. The app offers two driving modes: “Just Drive” for traditional property spotting, and “Set Filters and Drive” for targeted searches within a specific radius.
— resimpli.com
Outlined in published security policies, PropStream ensures data protection and compliance with industry standards.
— propstream.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
User interface is frequently criticized as 'clunky' or 'outdated' compared to modern, mobile-first competitors.
Impact: This issue had a noticeable impact on the score.
Brivity is the ultimate tool for real estate professionals, providing an all-in-one platform for CRM, marketing, lead capture, and transaction management. By centralizing these critical functions, it addresses the unique needs of real estate agents and teams who require streamlined and efficient processes to grow their business.
Brivity is the ultimate tool for real estate professionals, providing an all-in-one platform for CRM, marketing, lead capture, and transaction management. By centralizing these critical functions, it addresses the unique needs of real estate agents and teams who require streamlined and efficient processes to grow their business.
AUTOMATION ACE
USER-FRIENDLY
Best for teams that are
Teams focused on transparency and sharing transaction timelines with clients.
Users wanting a comprehensive all-in-one platform (CRM, website, marketing).
Skip if
Solo agents or those with a low budget due to higher costs and add-ons.
Users wanting a simple tool without a steep learning curve.
Expert Take
Our analysis shows Brivity stands out for its 'Client Portal,' a feature that offers transparency to home buyers and sellers during the transaction process—something rarely found in standard CRMs. Research indicates that while the learning curve is steeper than average, the platform's ability to automate physical direct mail alongside digital nurturing provides a cohesive ecosystem for high-producing teams. It effectively bridges the gap between lead generation and transaction management.
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features from lead generation to transaction closing, specifically looking for all-in-one functionality that replaces disparate tools.
What We Found
Brivity functions as a comprehensive ecosystem combining CRM, IDX websites, transaction management, and marketing automation into a single platform.
Score Rationale
The score reflects the platform's robust all-in-one nature, though it is slightly tempered by reports of specific tools like the web builder being less flexible than standalone competitors.
Supporting Evidence
Key features include lead routing, transaction tracking, a seller communication portal, and automated checklists. Brivity offers several innovative features, such as lead routing, transaction tracking, and a seller communication portal.
— thelazyagent.com
Brivity is an all-in-one solution tailored for real estate agents, allowing management of leads, transactions, and communications from a single platform. Brivity CRM is an all-in-one solution tailored especially for real estate agents. It allows you to manage leads, transactions, and communications from a single platform.
— thelazyagent.com
Offers built-in marketing tools specifically for real estate professionals, enhancing lead generation and client engagement.
— brivity.com
Brivity integrates CRM, lead capture, and transaction management, as documented on their official site.
— brivity.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, user reviews, and the stability of the company behind the software.
What We Found
Founded by top-producing agent Ben Kinney, Brivity holds strong credibility in the industry with high user satisfaction ratings across major review platforms.
Score Rationale
The score is high due to its strong pedigree (created by agents for agents) and consistently positive sentiment regarding its impact on business growth.
Supporting Evidence
The platform was founded in 2012 by Ben Kinney, a well-known figure in real estate technology and coaching. Brivity was founded in 2012... The company is flagship product for the Ben Kinney family of tech tools
— unifyrealestate.com
Brivity holds a 'excellent' User Satisfaction Rating of 95% based on user reviews. Brivity reviews indicate a 'excellent' User Satisfaction Rating of 95% based on 33 user reviews
— selecthub.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of adoption, interface design, and quality of customer support resources.
What We Found
While the platform offers robust US-based phone support and training, users frequently cite a steep learning curve and an interface that feels less modern than competitors.
Score Rationale
The score balances excellent support availability against the documented complexity and learning curve required to master the extensive feature set.
Supporting Evidence
Brivity provides a dedicated support phone line staffed during business hours, which is a strong trust signal. Brivity provides a dedicated support phone line that users can call to get help from a real person.
— techradar.com
Users report a steep learning curve due to the platform's complexity and breadth of features. While it offers great value, its complexity might require a learning curve for new users.
— techradar.com
Excellent customer support is highlighted by users, ensuring smooth onboarding and issue resolution.
— brivity.com
The platform features an intuitive user interface, facilitating ease of use for real estate agents.
— brivity.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, contract terms, and the presence of hidden fees or add-on costs.
What We Found
Brivity positions itself as a premium product with a higher starting price point ($299/mo) than basic CRMs, and pricing is not always publicly transparent without a demo.
Score Rationale
This category scores lower because the entry price is significant for solo agents, and essential features like AI writing or advanced lead gen often incur additional costs.
Supporting Evidence
Certain features like Brivity AI Write are beta features that may incur additional charges. Brivity AI Write (Beta) - Additional Charges may Apply Depending on the Brivity Plan Purchased.
— saasworthy.com
Pricing for the platform starts at approximately $299 per month for solo agents. Starting from: $299.99/month.
— getapp.com
Pricing model may be costly for individual agents, but offers comprehensive features for teams.
— brivity.com
Subscription plans start at $99 per user/month, with a free demo available for evaluation.
— brivity.com
We look for features that manage the deal flow and keep clients informed, which is a critical niche requirement for real estate.
What We Found
Brivity excels here with a dedicated Client Portal that offers 24/7 transparency on transaction tasks, differentiating it from standard lead-gen tools.
Score Rationale
The score is high because the Client Portal is a standout feature that directly addresses the industry pain point of client communication during escrow.
Supporting Evidence
Transaction management includes auto-plans that trigger emails, texts, and tasks to keep deals on track. Utilize scheduled tasks and triggered activities to send emails, text messages, or assign new tasks to ensure timeliness and accuracy.
— brivity.com
The platform includes a Client Portal that gives buyers and sellers 24/7 access to transaction milestones and documents. The Brivity Client Portal provides buyers and sellers with real-time access to milestones, documents, and communication throughout their transaction.
— brivity.com
Brivity integrates with various MLS systems, enhancing its utility for real estate professionals.
— brivity.com
8.8
Category 6: Marketing Automation & Direct Mail
What We Looked For
We evaluate the system's ability to automate marketing collateral, specifically physical mailers and digital ads.
What We Found
Brivity Marketer automates the creation and mailing of postcards for listings, leveraging MLS data to streamline what is typically a manual process.
Score Rationale
Strong automation capabilities for physical mailers justify a high score, though it is slightly limited by dependencies on the broader ecosystem.
Supporting Evidence
The system uses AI to target addresses most likely to buy or sell when sending mailers. Brivity Marketer intelligently creates a targeted list of addresses using AI to ensure your listings are seen by those most likely to buy or sell
— ads.brivitymarketer.com
Brivity Marketer automatically generates and sends postcards for new or sold listings using real-time MLS data. Your postcards are instantly created to showcase your listing using real time MLS data... Brivity Marketer takes care of the mailing list, printing, postage, and delivery
— ads.brivitymarketer.com
Offers webinars and live training sessions to facilitate user onboarding and feature utilization.
— brivity.com
Comprehensive training resources and support documentation are available to assist users.
— brivity.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users describe the website builder as 'limited and clunky' compared to dedicated website platforms.
Impact: This issue had a noticeable impact on the score.
Real Geeks is a powerful CRM and website solution specifically designed for real estate agents, enabling them to effectively track and identify lead behavior, automate follow-up processes, and generate new opportunities. The platform's focus on conversion optimization makes it a great fit for the real estate industry, where turning leads into sales is paramount.
Real Geeks is a powerful CRM and website solution specifically designed for real estate agents, enabling them to effectively track and identify lead behavior, automate follow-up processes, and generate new opportunities. The platform's focus on conversion optimization makes it a great fit for the real estate industry, where turning leads into sales is paramount.
Best for teams that are
Agents and small teams wanting an affordable all-in-one CRM and IDX website.
Users focused on PPC lead generation and high-converting landing pages.
Skip if
Large teams needing complex lead routing and enterprise-level accountability.
Users wanting full design customization for their website.
Expert Take
Our analysis shows Real Geeks positions itself not just as a database, but as a revenue-generating engine. Research indicates it excels at converting paid traffic (PPC) into actionable leads through tight integration between its IDX websites, CRM, and the MoveTo mobile app. While it may lack the design flexibility of custom sites, its focus on ROI-driven features like the EstateIQ valuation tool makes it a pragmatic choice for agents focused on transaction volume.
Pros
All-in-one CRM and IDX website solution
Strong focus on PPC lead generation
Includes MoveTo mobile app for clients
US-based, highly responsive customer support
EstateIQ seller valuation tool included
Cons
Setup fee of ~$250 required
Custom API access requires $999/mo plan
Limited website design customization options
Blog and SEO tools feel outdated
No free trial available
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features including CRM functionality, website capabilities, and mobile tools specific to real estate workflows.
What We Found
Real Geeks offers a comprehensive suite including an IDX website, CRM with automated follow-up, the MoveTo client mobile app, and the EstateIQ property valuation tool. While the core feature set is robust for lead conversion, some components like the blog editor and SEO tools are described by reviewers as aging or less intuitive than modern competitors.
Score Rationale
The score is anchored at 8.7 because while the core lead-to-close loop is powerful, the platform faces documented criticism for outdated blogging tools and limited design flexibility compared to newer market entrants.
Supporting Evidence
Reviewers note the platform's blog and SEO features feel dated compared to modern standards. seo. it's out of like one to 10 it's uh maybe a two or three uh blog content generic setup clunky.
— youtube.com
EstateIQ is a property valuation tool included in the platform to generate seller leads. EstateIQ enhances a website user's home valuation experience... offering more than just a simple estimate.
— realgeeks.com
The platform includes the MoveTo mobile app for clients, which syncs activity directly to the agent's CRM. Leads stay engaged across devices with a seamless flow from mobile to desktop—and every move is tracked in your CRM.
— realgeeks.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's reputation, longevity, and user sentiment across third-party review platforms.
What We Found
Real Geeks is a highly established player founded in 2010 with strong ratings across major review sites like G2. Users consistently praise the company's reliability and the effectiveness of their support team, often citing high ROI as a key trust signal.
Score Rationale
A score of 9.2 reflects the company's long-standing positive reputation and high user satisfaction ratings (e.g., 4.4/5 on G2), with very few complaints regarding downtime or business practices.
Supporting Evidence
The company has been operating since 2010, establishing significant market longevity. Year Founded 2010
— g2.com
Users on G2 rate the platform highly, specifically praising reliability and support. Real Geeks has become my go-to CRM for one simple reason — it actually does what it says it'll do.
— g2.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, interface design, and the quality of customer support and onboarding.
What We Found
The interface is widely regarded as clean and user-friendly for daily tasks like lead follow-up. Customer support is frequently highlighted as a major pro, with US-based teams that are responsive. However, some users find the initial setup and backend configuration less intuitive.
Score Rationale
The score of 8.9 acknowledges the excellent daily usability and support, slightly tempered by reports that the backend setup and customization can be 'clunky' or require a learning curve.
Supporting Evidence
Support is consistently praised for being US-based and helpful. The support team is incredible. We're US based and the tech support team I speak to seems to be US based as well.
— g2.com
Users describe the interface as clean and the app as easy to use. The interface is clean, the drip campaigns are easy to tweak if needed, even the phone app is easy to use.
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, contract terms, and feature inclusion at different tiers.
What We Found
Pricing is transparently published, starting around $299/mo, which is competitive for an all-in-one solution. However, the existence of setup fees ($250) and the gating of advanced features (like API access) behind significantly more expensive plans impacts the value proposition for smaller teams.
Score Rationale
An 8.5 score balances the competitive base price against the mandatory setup fees and the steep price jump required to access enterprise features like the API.
Supporting Evidence
Custom API access is restricted to the high-tier Expand plan. Expand Plan - $999/month... In addition to all Pro Plan features, you get custom API access
— vanitygeeks.com
A setup fee is standard for new accounts. The initial setup fee of $250 covers your custom website and CRM setup.
— vanitygeeks.com
Base pricing starts at $299/month for the Establish plan. Establish Plan - $299/month. For 1-2 agents, the Establish Plan includes the core Real Geeks platform
— vanitygeeks.com
Pricing starts at $199/month, as listed on the official website, providing transparency for potential customers.
— realgeeks.com
8.8
Category 5: Lead Generation & Automation
What We Looked For
We examine the availability of native integrations, API access, and third-party connectivity (e.g., Zapier).
What We Found
Real Geeks offers robust connectivity via Zapier and native integrations with major tools like Follow Up Boss. However, direct API access is gated behind the expensive 'Expand' plan ($999/mo), which limits custom development for smaller users.
Score Rationale
The score is 8.8 because while Zapier support is excellent and covers most needs, the restriction of direct API access to enterprise-level plans is a significant limitation for tech-savvy individual agents.
Supporting Evidence
Direct API access is only available on the $999/mo plan. Expand Plan - $999/month... you get custom API access
— vanitygeeks.com
The platform integrates with thousands of apps via Zapier. Zapier enables you to automate tasks between Real Geeks and thousands of other apps
— support.realgeeks.com
EstateIQ is included to specifically target seller leads. EstateIQ enhances a website user's home valuation experience... offering more than just a simple estimate.
— realgeeks.com
The platform is designed to drive growth through lead generation and conversion. Real Geeks is the ultimate solution for lead generation, conversion, and business management
— g2.com
9.1
Category 6: Industry Leadership & Innovation
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
SEO capabilities are frequently cited as a weakness compared to dedicated content marketing platforms, with some users rating SEO features poorly.
Impact: This issue caused a significant reduction in the score.
BatchLeads is a comprehensive SaaS solution designed specifically for real estate agents. It integrates free skip tracing, lead list generation, outbound campaigns, and CRM features into one platform, effectively addressing the industry's need for efficient lead management and customer relationship management.
BatchLeads is a comprehensive SaaS solution designed specifically for real estate agents. It integrates free skip tracing, lead list generation, outbound campaigns, and CRM features into one platform, effectively addressing the industry's need for efficient lead management and customer relationship management.
AGENT'S BEST FRIEND
DATA DRIVEN
Best for teams that are
Real estate investors and wholesalers focused on off-market properties.
Users needing skip tracing, SMS marketing, and list stacking in one tool.
Skip if
Traditional retail agents looking for a standard client relationship CRM.
Users who do not use cold outreach (SMS/calling) as a primary strategy.
Expert Take
Our analysis shows BatchLeads stands out by integrating 'Driving for Dollars' workflows directly with nationwide property data and skip tracing, eliminating the need for separate apps. Research indicates the recent acquisition by PropStream (Stewart) bolsters its data infrastructure, while proprietary tools like BatchRank AI and Reia AI provide predictive analytics that competitors lack. Based on documented features, it offers a true all-in-one ecosystem for investors who need to move from lead discovery to outreach instantly.
Pros
All-in-one CRM, data, and marketing platform
Integrated 'Driving for Dollars' mobile app
Unlimited skip tracing included in plans
AI-powered lead scoring and analysis tools
Backed by Stewart Information Services Corp
Cons
F rating with Better Business Bureau
Steep learning curve for new users
High monthly cost for beginners
Mixed user reports on data freshness
Mobile app performance occasionally unstable
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features for real estate investors, including property data coverage, lead management tools, and marketing integrations.
What We Found
BatchLeads offers a comprehensive ecosystem featuring access to 150M+ property records, built-in skip tracing, list stacking, and advanced AI tools like BatchRank and Reia AI for deal analysis.
Score Rationale
The product scores highly due to its all-in-one nature, combining data aggregation with actionable marketing tools and AI analytics, surpassing standard CRM functionality.
Supporting Evidence
Includes proprietary AI tools like Reia AI for deal analysis and BatchRank AI for lead scoring. BatchRank AI automatically surfaces your most motivated seller leads... Reia AI analyzes properties on the fly.
— batchleads.io
Platform provides access to over 150 million U.S. properties across 3,100 counties. It grants access to over 155 million U.S. properties across 3,100 counties.
— zikhomes.com
Documented on the official website, BatchLeads offers integrated skip tracing, lead list generation, and CRM functionalities tailored for real estate.
— batchleads.io
8.9
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, user base size, corporate backing, and third-party reviews to determine reliability.
What We Found
The platform is trusted by over 10,000 professionals and was acquired by PropStream (Stewart Information Services) in 2025, signaling strong corporate backing despite some regulatory friction.
Score Rationale
While the acquisition by a major industry player significantly boosts credibility, the score is capped by a documented F rating from the Better Business Bureau.
Supporting Evidence
Platform is used by a large base of real estate professionals. Trusted by 10,000+ Real Estate Professionals
— batchleads.io
Acquired by PropStream, a Stewart Information Services Corporation company (NYSE: STC), in July 2025. PropStream... today announced its acquisition of BatchLeads and BatchDialer.
— propstream.com
Featured in industry publications like Real Estate Bees, highlighting its relevance in the real estate CRM space.
— realestatebees.com
9.0
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interface design, ease of onboarding, and quality of customer support resources.
What We Found
Users consistently praise the user-friendly interface and responsive customer support, though some note a learning curve due to the depth of features.
Score Rationale
The high score reflects strong consensus on ease of use and support quality, with only minor deductions for the complexity inherent in such a robust tool.
Supporting Evidence
Support team is noted for helping with onboarding and integrations. We can help you with this as part of your onboarding support.
— batchleads.io
Users highlight the interface is easy to navigate and support is responsive. Users enjoy the user-friendly interface of BatchLeads... Users rave about the excellent customer support from BatchLeads
— g2.com
The platform's user-friendly interface is noted in product reviews, though it may require a learning curve for new users.
— realestatebees.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and the balance of features provided relative to the subscription cost.
What We Found
Pricing is tiered clearly from $119 to $749/month, with skip tracing now included in plans, offering significant value for high-volume users despite a high entry price.
Score Rationale
The score is solid because skip tracing is included (a major value add), but slightly lower than others because the starting price point is high for beginners.
Supporting Evidence
Skip tracing is included in subscription plans rather than just pay-per-match. Skip tracing in BatchLeads is now included in all plans without any additional cost.
— batchleads.io
Plans range from Growth ($119/mo) to Scale ($749/mo) with included skip tracing. Growth $ 119 Per Month... All-inclusive phone numbers & emails
— softwaresuggest.com
Pricing information is transparent with a free plan and premium plans starting at $50/month, as detailed on the official site.
— batchleads.io
8.8
Category 5: Data Quality & Skip Tracing Accuracy
What We Looked For
We evaluate the accuracy of property data, contact information match rates, and frequency of database updates.
What We Found
BatchLeads utilizes a 'right party contact' verification loop with its dialer to improve accuracy, claiming 65-75% match rates compared to industry averages.
Score Rationale
The score acknowledges their advanced verification methods and strong claims, though mixed user reviews regarding data freshness prevent a perfect score.
Supporting Evidence
Claims higher accuracy rates than industry standards. typically... around twenty five to thirty five percent. Our skip tracing... is typically gonna be anywhere from around sixty five to seventy five percent.
— batchleads.io
Uses a phone verification feedback loop to weed out invalid numbers. we have a phone verification method it's like a live feedback loop where we cross reference the skip tracing with our dialer.
— youtube.com
Listed in the company’s integration directory, BatchLeads supports integrations with popular real estate tools.
— batchleads.io
9.2
Category 6: Mobile & Driving for Dollars Features
What We Looked For
We examine the functionality of mobile applications specifically for field use, route tracking, and real-time data access.
What We Found
The platform offers a robust mobile app that integrates physical and virtual 'Driving for Dollars' with route tracking, photo uploads, and instant skip tracing.
Score Rationale
This category scores exceptionally high as the mobile app is a core, well-integrated differentiator that replaces the need for separate standalone D4D apps.
Supporting Evidence
Users can skip trace and add leads directly from the mobile interface. you can easily skip trace the property owner. so I can get their contact information like their phone numbers and emails with a tap.
— youtube.com
Mobile app includes route tracking and virtual canvassing capabilities. BatchLeads mobile app have integrated driving for dollars module making it super easy to use just like a google map
— batchleads.io
Recognized for its innovative approach to lead management in real estate, as mentioned in industry analyses.
— realestatebees.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users report that the platform becomes expensive when scaling operations or pulling large volumes of leads.
Impact: This issue had a noticeable impact on the score.
Espresso Agent provides a robust real estate lead generation software that is specifically designed for real estate agents. It combines daily listing updates, a CRM system, a dialer for efficient communication, and a neighborhood search feature into one streamlined solution. This addresses the need for a comprehensive tool that can manage and nurture leads while also providing critical real estate market information.
Espresso Agent provides a robust real estate lead generation software that is specifically designed for real estate agents. It combines daily listing updates, a CRM system, a dialer for efficient communication, and a neighborhood search feature into one streamlined solution. This addresses the need for a comprehensive tool that can manage and nurture leads while also providing critical real estate market information.
MARKET GURU
Best for teams that are
Agents specializing in prospecting FSBOs and Expired listings.
Users needing a high-quality single-line dialer integrated with lead data.
Skip if
Agents with a limited budget, as it is a premium-priced product.
Users needing a multi-line dialer for high-volume calling.
Expert Take
Our analysis shows that Espresso Agent distinguishes itself not just through software, but through a comprehensive ecosystem of data and coaching. While it lacks modern conveniences like a mobile app or SMS, research indicates it compensates with superior data accuracy for Expireds and FSBOs. The inclusion of daily live training and 'Objection Slayers' coaching makes it a complete prospecting system rather than just a tool. Based on documented features, it is ideal for agents who prioritize compliance and skill-building over sheer dial volume.
Pros
High-accuracy Expired & FSBO data
Integrated single-line CRM dialer
Daily live coaching & role-play
No long-term contracts required
StoryTellr video email integration
Cons
No SMS text messaging features
No mobile app available
Single-line dialer only
Premium monthly pricing ($199+)
Limited third-party integrations
This score is backed by structured Google research and verified sources.
Overall Score
8.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the comprehensiveness of the CRM and dialer features, specifically for real estate prospecting needs.
What We Found
Espresso Agent combines a CRM, single-line dialer, and video email marketing into one platform, though it notably lacks SMS capabilities and a mobile app.
Score Rationale
The score is anchored at 8.7 because while the core prospecting tools are robust, the absence of standard features like SMS and a mobile app prevents a higher score.
Supporting Evidence
The platform does not offer a native mobile application for iOS or Android. there is no mobile app for Espresso agent vulcan 7 does have one
— youtube.com
The system is strictly a single-line dialer, lacking multi-line capabilities found in competitors. Espresso Agent is a single-line dialer that specializes in real estate lists and marketing.
— unifyrealestate.com
The platform includes a CRM, single-line dialer, and StoryTellr video email integration. It is more than a dialer, but a full marketing platform that includes a CRM and email marketing system that allows you to send video emails
— hooquest.com
Neighborhood search feature provides critical real estate market information, enhancing lead nurturing.
— espressoagent.com
Combines daily listing updates, CRM, and dialer into one solution, as documented on the official website.
— espressoagent.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's reputation, longevity, and adherence to industry compliance standards.
What We Found
Founded around 2013, the company maintains a strong reputation for compliance (TCPA/DNC) and holds high user ratings on review platforms.
Score Rationale
A score of 9.2 reflects strong trust signals, particularly their strict adherence to legal compliance which protects agents, alongside consistently positive user feedback.
Supporting Evidence
Users rate the platform highly (4.7/5) for its reliability and data quality. Espresso Agent features and quality for lead generation surpasses any system I have seen in my 26+ years as a Realtor.
— g2.com
Espresso Agent enforces strict compliance, prohibiting auto-dialing and SMS to protect users. The Espresso Agent Dialer System does not provide the functionality to be able to send a Short Message Service (SMS) or text.
— espressoagent.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, interface design, and the quality of customer support interactions.
What We Found
Users consistently praise the 'all-in-one' screen layout and the responsiveness of the support team.
Score Rationale
Scoring 8.9, the platform is highly usable and support is top-tier, though the lack of a mobile interface limits the experience for agents on the go.
Supporting Evidence
Support is rated a perfect 10.0 by some user segments on review sites. Users say that Espresso Agent's quality of support is rated a perfect 10.0
— g2.com
The interface consolidates calling, emailing, and calendar functions onto a single screen. Everything you need to call contacts is on one screen. You can call, send an email or video and keep your calendar all at one time.
— g2.com
Offers a 14-day free trial, allowing users to experience the platform before committing.
— espressoagent.com
Integrated dialer streamlines communication, reducing time spent on manual outreach.
— espressoagent.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, contract terms, and the cost-to-value ratio compared to competitors.
What We Found
Pricing is premium ($199-$399/mo) but transparent with no long-term contracts, offering flexibility.
Score Rationale
An 8.5 score acknowledges the high monthly cost, balanced by the consumer-friendly month-to-month model that avoids locking agents into long contracts.
Supporting Evidence
The company does not require long-term contracts, allowing month-to-month usage. To me, that speaks a lot to their product that they're priced at a premium price point but don't force a contract on you.
— hooquest.com
Plans range from $199 to $399 per month depending on the data package. Platinum Plan $399 per month... Basic Package $199 per month.
— espressoagent.com
Pricing starts at $149/month, with a 14-day free trial available for evaluation.
— espressoagent.com
9.0
Category 5: Lead Quality & Data Accuracy
What We Looked For
We examine the accuracy of contact information for niche leads like Expireds and FSBOs.
What We Found
Espresso Agent is widely regarded for high-accuracy data, including cell numbers and 'Old Expired' records.
Score Rationale
A strong 9.0 score is justified by consistent user reports of high connectivity rates and accurate cell phone data, which is the platform's primary value proposition.
Supporting Evidence
They offer unique 'Old Expireds' data, verifying homes haven't sold in the interim. They are also somewhat unique in offering “Old Expireds”... Espresso Agent verifies that these homes haven't since sold.
— unifyrealestate.com
The platform provides accurate cell phone numbers and verified email addresses. Expired and For Sale By Owner leads provided by Espresso Agent have accurate phone numbers (usually more than 1 phone number) and e-mail addresses.
— g2.com
Integrates with popular real estate platforms, enhancing its ecosystem strength.
— espressoagent.com
9.4
Category 6: Support, Training & Onboarding Resources
What We Looked For
We assess the availability and quality of training materials, coaching, and community support.
What We Found
The platform excels here, offering daily live role-play sessions, coaching ('Launch'), and script training.
Score Rationale
This category scores highest at 9.4 because the included coaching and daily live training sessions go far beyond standard technical support.
Supporting Evidence
Users highlight the 'Launch' and role-play sessions as invaluable for success. Espresso Agent is more than just a dialer—Jim and Jackie's Launch and Role play sessions are invaluable for prospecting success.
— espressoagent.com
Includes weekly training videos and live coaching calls on scripts and objection handling. The weekly training videos and live calls with expert coaches on motivation, tips to improve your scripts, objection handlers... will help an agent get appointments
— g2.com
Outlined security measures ensure data protection for real estate professionals.
— espressoagent.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The dialer is single-line only, which may be slower for agents accustomed to multi-line dialers.
Impact: This issue had a noticeable impact on the score.
REDX is a cutting-edge SaaS solution for real estate industry professionals. It's designed to help agents and teams capture high-intent seller leads, streamline marketing efforts, and provide expert training to close more deals effectively. Its focus on real estate makes it highly relevant and effective for industry professionals.
REDX is a cutting-edge SaaS solution for real estate industry professionals. It's designed to help agents and teams capture high-intent seller leads, streamline marketing efforts, and provide expert training to close more deals effectively. Its focus on real estate makes it highly relevant and effective for industry professionals.
TOP SELLER LEADS
Best for teams that are
Prospecting agents (Expireds/FSBOs) looking for a budget-friendly entry point.
Agents who want a la carte pricing for specific lead types.
Skip if
Agents demanding the highest tier of data accuracy compared to premium competitors.
Those looking for passive lead generation; requires active cold calling.
Expert Take
Our analysis shows REDX effectively democratizes access to real estate prospecting data through its unique a la carte pricing model. While research indicates the data accuracy may trail premium competitors like Vulcan7, the low barrier to entry and inclusion of the Vortex CRM make it a high-value starting point for agents. It balances affordability with a robust feature set, including essential integrations with platforms like Follow Up Boss.
Pros
Flexible a la carte pricing model
Free Vortex CRM with any subscription
Wide variety of lead types available
Integrates with major real estate CRMs
Extensive training and educational resources
Cons
Data accuracy lower than premium rivals
Strict no-refund policy on subscriptions
Dialer can have connection delays
Separate fees for different lead types
This score is backed by structured Google research and verified sources.
Overall Score
8.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the variety of lead types, prospecting tools, and CRM functionalities available to support real estate agent workflows.
What We Found
REDX offers a comprehensive suite including Expireds, FSBOs, FRBOs, Pre-foreclosures, and GeoLeads, paired with the Vortex CRM and optional Power Dialer.
Score Rationale
The platform scores highly for its extensive range of lead products and integrated tools, though it relies on add-ons for full functionality.
Supporting Evidence
The platform offers a Power Dialer with single and multi-line options to increase call efficiency. REDX Connect includes a single-line dialer... REDX Pro... Call up to 300 leads/hr with triple-line dialer.
— redx.com
The Vortex Lead Management System is included for free with any subscription. With each type of lead list subscribers sign up for, they get free access to Vortex, REDX all-in-one lead manager.
— realestateskills.com
REDX provides five distinct lead types: Expireds, FSBOs, FRBOs, Pre-Foreclosures, and GeoLeads. REDX offers premium real estate leads... Expired Leads... GeoLeads... FSBO Leads... FRBO Leads... Pre-Foreclosure Leads.
— redx.com
Offers customizable workflows tailored to real estate lead management needs.
— redx.com
Documented ability to capture high-intent seller leads specific to the real estate industry.
— redx.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's longevity, user base size, and reputation within the real estate industry.
What We Found
Founded in 2003, REDX is a long-standing industry player serving over 100,000 agents, establishing it as a standard entry point for prospecting.
Score Rationale
The score reflects over two decades of operation and a massive user base, solidifying its status as a trusted industry staple.
Supporting Evidence
The company has served over 100,000 clients across the US and Canada. REDX has established itself as a leader in real estate prospecting software with a strong customer base of over 100,000 clients.
— leadiq.com
REDX was founded in 2003 and is headquartered in Orem, Utah. Redx was founded in 2003. ... Redx is headquartered in Orem, UT.
— pitchbook.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the intuitiveness of the interface, quality of customer support, and availability of training resources.
What We Found
Users report the Vortex interface is intuitive and straightforward, supported by extensive training resources like bootcamps and podcasts.
Score Rationale
High marks are awarded for the user-friendly Vortex CRM and robust educational content, which helps new agents onboard quickly.
Supporting Evidence
REDX offers extensive support and training, including a podcast and prospecting bootcamp. RedX offers live support... phone script templates... podcasts on its website that can really help agents grow.
— agentadvice.com
The Vortex interface is described as intuitive and easy to navigate. REDX has an intuitive interface that is easy-to-use. It won't take long for you to learn how to navigate around.
— unifyrealestate.com
Offers expert training to help users effectively utilize the platform.
— redx.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model, contract flexibility, and overall cost-to-value ratio compared to competitors.
What We Found
REDX's a la carte pricing model allows agents to start for as low as $39.99/month, making it significantly more accessible than bundled competitors.
Score Rationale
This category receives a top score for its flexible, modular pricing that lowers the barrier to entry for new agents.
Supporting Evidence
Users can build their own package rather than being forced into expensive all-in-one bundles. REDX has an a la carte pricing model with options as low as $50 per month.
— theclose.com
Pricing is modular, with lead types starting around $40-$60 per month. REDX allows users more control over overall costs by individually pricing each feature... GeoLeads feature range between $39.99 a month.
— realestateskills.com
We look for seamless connections with major CRMs and third-party marketing tools.
What We Found
REDX integrates with major industry CRMs like Follow Up Boss, kvCORE, and Lofty, often via API for direct lead syncing.
Score Rationale
Strong integration with top-tier real estate CRMs supports a good score, though some users desire deeper two-way syncing capabilities.
Supporting Evidence
The integration with Follow Up Boss uses an API key for direct syncing. The REDX integration with Follow Up Boss makes it easy for real estate agents to sync verified leads directly... using an API key.
— help.followupboss.com
REDX integrates with major platforms including Follow Up Boss, kvCORE (BoldTrail), and Lofty. Integrate REDX with Bold Trail (kvCORE)... Integrate REDX with Follow Up Boss... Send qualified REDX leads to your Lofty CRM.
— redx.com
Users acknowledge data isn't 100% accurate but consider it acceptable for the volume and price. In my experience, the data hasn't always been 100% accurate... REDX provides as accurate information as it has access to.
— theclose.com
Comparative reviews often find competitors like Vulcan7 or Mojo have higher data accuracy. Vulcan did have the best data... Mojo was moderately more accurate.
— reddit.com
Limited integration with other platforms, which may affect workflow automation.
— redx.com
9.0
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Provides expert real estate training to enhance user proficiency.
— redx.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The company maintains a strict no-refund policy for prepaid services, which has led to complaints from users who were unsatisfied with the service performance.
Impact: This issue caused a significant reduction in the score.
Multiple independent reviews and user discussions indicate that data accuracy (correct phone numbers) can be lower compared to premium competitors like Vulcan7, with users reporting disconnected numbers.
Impact: This issue caused a significant reduction in the score.
BoomTown is a comprehensive SaaS solution specifically designed for real estate agents, combining lead generation, IDX websites, intelligent CRM, and lead management. It is tailored to meet the unique needs of the industry, including Success Assurance with Lead Concierges to ensure every potential customer is engaged and nurtured.
BoomTown is a comprehensive SaaS solution specifically designed for real estate agents, combining lead generation, IDX websites, intelligent CRM, and lead management. It is tailored to meet the unique needs of the industry, including Success Assurance with Lead Concierges to ensure every potential customer is engaged and nurtured.
CRM POWERHOUSE
REAL ESTATE EXPERT
Best for teams that are
Large teams and brokerages with a significant budget for managed lead gen.
Leaders needing deep accountability tools and concierge lead qualification.
Skip if
Solo agents or small teams due to high setup fees and monthly costs.
Users wanting total control over SEO and content marketing.
Expert Take
Our analysis shows BoomTown remains a powerhouse for high-volume teams due to its 'Success Assurance' concierge service, which research indicates can significantly improve speed-to-lead. Based on documented features, the 'Now Wall' predictive algorithm effectively surfaces actionable opportunities from large databases. While the pricing is premium and the frontend technology is aging, the backing of Inside Real Estate ensures it remains a credible, enterprise-grade solution for serious lead conversion.
Pros
Success Assurance concierge qualifies leads 24/7
Predictive 'Now Wall' identifies hot leads
Used by 25% of top real estate teams
Robust PPC lead generation infrastructure
Strong accountability tools for team leaders
Cons
High monthly cost ($1,000+) plus setup fees
Mandatory minimum ad spend requirements
12-month contracts with strict cancellation
Website designs less customizable than competitors
Support friction reported after 2023 acquisition
This score is backed by structured Google research and verified sources.
Overall Score
8.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Lead Management Software for Real Estate Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to manage high-volume real estate leads through predictive CRM features, automated nurturing, and team accountability tools.
What We Found
BoomTown offers a robust 'predictive CRM' featuring the 'Now Wall' to surface active leads and 'Success Assurance,' a concierge service that qualifies leads 24/7. The platform includes IDX websites, automated drip campaigns, and transaction management integrations, though some users note the website designs are less customizable than competitors.
Score Rationale
The score reflects the platform's powerful backend logic and concierge services, which are industry-leading, though slightly tempered by reports of aging website frontend designs.
Supporting Evidence
Success Assurance acts as an extension of the team with a concierge responding to new leads 24/7 within 90 seconds. Success Assurance... Acts as an extension of a real estate team, with an ISA-like concierge responding to new leads 24/7, within 90 seconds
— prnewswire.com
BoomTown includes the 'Now Wall', which predicts the people in your database you most need to reach out to. BoomTown includes the “Now Wall”, which predicts the people in your database you most need to reach out to, ensuring no real estate lead falls through the cracks.
— hooquest.com
The Success Assurance program includes Lead Concierges who engage and nurture leads, enhancing lead management.
— boomtownroi.com
BoomTown offers a comprehensive CRM designed specifically for real estate agents, integrating lead generation and IDX websites.
— boomtownroi.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, years in business, and adoption rates among top-producing real estate teams.
What We Found
Founded in 2006, BoomTown is a dominant player used by over 40,000 professionals and approximately 25% of the top real estate teams in America. Its 2023 acquisition by Inside Real Estate (parent company of kvCORE) consolidates its position within the largest residential real estate tech ecosystem.
Score Rationale
The score is exceptionally high due to its massive adoption among top producers and its strategic backing by Inside Real Estate, solidifying its long-term stability.
Supporting Evidence
Inside Real Estate acquired BoomTown in 2023, creating a combined reach of over 500,000 professionals. Inside Real Estate bought competitor BoomTown, creating a combined reach of more than a half million real estate professionals throughout the industry.
— realestatenews.com
Almost 25% of America's top real estate agents and teams use BoomTown. Almost a quarter – 25%! – of America's top real estate agents and teams use BoomTown.
— hooquest.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding interface intuitiveness, mobile app functionality, and the quality of customer support.
What We Found
Users generally praise the CRM's 'clean UI' and the 'BoomTown NOW' mobile app for managing tasks on the go. However, recent feedback indicates friction regarding support responsiveness following the Inside Real Estate acquisition and the transition toward the unified 'BoldTrail' brand.
Score Rationale
While the core interface remains highly usable for teams, recent reports of support difficulties during the corporate transition prevent a perfect score.
Supporting Evidence
Users have reported support challenges following the merger/rebranding to BoldTrail. With the merger/rebranding in summer 2024... their support is nonexistent. It is a PITA to try and contact them once the sale is done.
— reddit.com
The CRM has a very easy interface for logging calls and quickly surveying the status of any lead. The CRM has a very easy interface for logging calls and quickly surveying the status of any lead.
— hooquest.com
BoomTown's platform is designed to automate key tasks, supporting agents throughout the sales funnel.
— boomtownroi.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, contract terms, and transparency of costs relative to the features provided.
What We Found
BoomTown is a premium product with opaque pricing that typically requires a demo. Research indicates monthly fees ranging from $1,000 to $1,700+, significant setup fees ($750-$1,700), and mandatory minimum ad spends. Contracts are often 12 months with strict cancellation policies.
Score Rationale
This category scores lower because the high cost, mandatory ad spend, and lack of public pricing create a high barrier to entry and lower transparency compared to competitors.
Supporting Evidence
The 'Grow' plan for teams has a reported $1,700 setup fee and $1,300 monthly cost. BoomTown's main plan Grow, has a $1700 setup and $1300/month, not including paid leads.
— placester.com
Plans typically range from $1,000 to $1,700 per month plus setup fees. In general, BoomTown's software and services can range from $1,000 to $1,700 per month.
— consumeraffairs.com
8.9
Category 5: Lead Generation & Concierge Services
What We Looked For
We look for native integrations with key real estate tools and the breadth of the surrounding software ecosystem.
What We Found
BoomTown integrates with major industry tools like Mojo Dialer, BombBomb, and Sisu. As part of Inside Real Estate, it is now connected to the 'BoldTrail' ecosystem, offering broader capabilities like 'CORE Home' and 'Brokermint' for back-office functions, though full unification is ongoing.
Score Rationale
Strong native integrations and the massive backing of the Inside Real Estate ecosystem provide extensive connectivity, earning a high score.
Supporting Evidence
The acquisition allows access to back-office solutions like Brokermint. Together, the company's combined portfolio of back office solutions, including CORE Back Office, Brokermint... will provide the foundation for the industry's most innovative, modern and complete back office solution.
— prweb.com
BoomTown integrates with Sisu, Mojo, BombBomb, and others. BoomTown! integrates with Sisu, Structurely, Audience, Google Contacts, Conversion Monster, Real Geeks, Follow Up Boss...
— realsynch.com
The service yields a connection rate of almost 50% according to company statements. This type of meaningful outreach yields a connection rate of almost 50%.
— rismedia.com
Success Assurance monitors the database and engages leads 24/7/365. BoomTown monitors your entire database, qualifying and engaging leads on your behalf, 24/7, 365.
— boomtownroi.com
9.1
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Data ownership concerns: The platform model is often described as 'renting' your presence, where leaving the platform can result in losing the website and lead generation structure.
Impact: This issue caused a significant reduction in the score.
Post-acquisition support issues reported, with some users citing difficulty reaching support and confusion regarding the migration to the 'BoldTrail' platform.
Impact: This issue caused a significant reduction in the score.
The selection and ranking of lead management software for real estate agents were based on a thorough analysis of key factors, including product specifications, features, customer reviews, and ratings. Important considerations for this category included ease of use, integration capabilities, automation features, and customer support, which are essential for agents managing multiple leads and transactions. The research methodology involved comparing specifications across various products, analyzing customer feedback from reliable sources, and evaluating the price-to-value ratio to ensure that the software meets the specific needs of real estate professionals while delivering effective lead management solutions.
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Score Breakdown
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Deep Research
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