November 13, 2026 · 13 min read

Software for Real Estate Agents Compared

Graphic title card for the article “Software for Real Estate Agents Compared” with a stylised motif: a house outline next to a comparison table with three columns.
Graphic: HumanITy

Software for real estate agents is, at its core, a real estate CRM: it captures leads from your website and portals, runs follow-up plans by email and text, and keeps contacts, deals and showings in one place, often with an IDX website, a dialer or lead ads on top. Products differ in four ways: per-user or per-team pricing, whether a website and ads are included, how long you commit, and whether there is an open API or a way to connect your own AI. Published prices range from $42 a month on an annual plan to "priced for your market" with no number at all (as of November 2026). An AI employee does not replace this software. It works next to it: offers, follow-up drafts, lead research and the inbox, each as a draft for you.

This is based on the vendors' own pages, retrieved on November 6, 2026, not on a test of the products, so everything in the tables is "according to the vendor".

What software for real estate agents has to do

Area What to look for Why it matters for an agent
Lead capture Connects portals, your website and ad sources, assigns leads to agents Leads arrive at night and on weekends
Follow-up Action plans or drip campaigns by email and text, task reminders Most of the work is staying in touch
Contacts and deals Smart lists, pipeline stages, notes per contact You need to see who is close to a decision
Website and IDX Listing search on your own site, fed by your MLS Some vendors include it, others not at all
Calling and texting Built-in dialer and SMS, often a paid add-on Per-user add-ons change the real price
Open API or AI connection Documented API, webhooks, or a connector for your own AI Only then can an AI employee work with your data

Software for real estate agents compared: plans and prices

The list below is not a ranking; it is alphabetical, with the smallest entry point each vendor names itself.

Vendor Pricing model Entry price according to the vendor (as of November 2026)
Follow Up Boss per user or per team, no contracts Grow $69 per user a month, $58 billed annually; Pro $499 a month for 10 users; Platform $1,000 a month for 30 users; plus tax where applicable; calling on Grow $39 per user extra
Lofty one price per market no published price: "priced together for your market", quote by request
Real Geeks platform with commitment term $399 a month plus a $500 one-time setup fee, 2 users included; extra users from $25 down to $1 each by team size; terms of 6 or 12 months
Wise Agent flat rate per account, month to month CRM $49 a month, $42 a month billed annually ($499 a year), up to 5 team members on a shared login; with WiseSocial $69, or $59 annually

Entry prices only compare up to a point. Wise Agent's five team members share one login, with separate logins at $20 a month each; at Real Geeks, lead packages ($299 to $599 a month each) come on top, and AI texting costs $49 a month unless it comes free with a lead package. Price your actual team with the add-ons you would really use.

Vendor Website and leads API or AI connection AI features
Follow Up Boss connects "any lead source and website", 250+ integrations public API documentation, webhooks AI included in every plan; for Pro and Platform listed as smart summaries, smart messages, suggested tasks and predictive lead prioritization
Lofty IDX website, power dialer, transaction management "Lofty MCP Server" to connect your own AI agents AI agents, among them a virtual ISA, custom agents, AI lead scoring
Real Geeks IDX website and paid ad lead packages API terms of use published; "AI Connect" for managing the website with your own AI Geek AI Text for lead texting; Email and Voice marked "Coming Soon"
Wise Agent landing pages, transaction management, drip campaigns integrations listed, no API mentioned on the pricing page "AI follow-up" mentioned on the pricing page

Lofty describes its MCP server as a way to "securely connect your own AI agents to the Lofty data and workflows". MCP, the Model Context Protocol, is the open standard that also lets Claude talk to other systems; how it works is in Set Up a Claude MCP Server. Whether a connection suits client data is a question for the vendor's contract, not the marketing page.

Working as an agent in Germany?

In Germany you will meet onOffice, FLOWFACT and Propstack (per its imprint, the FLOWFACT site is run by Propstack GmbH), immowelt-software and PowerMakler. Regular cloud plans start at 79 euros per user a month plus VAT; FLOWFACT Mini is free for new customers for 24 months, then from 29 euros (as of November 2026). onOffice offers an MCP-based "AI Connector" for ChatGPT, Claude or Mistral. Two things are specific to Germany: listings go to the portals through the OpenImmo exchange standard, and a listing must carry the energy certificate details required by § 87 of the German Buildings Modernization Act. What that means for AI-written listings is in AI for Real Estate Agents. This isn't legal advice.

Five questions before you sign

  1. Per user or per team? Count everyone who needs a login, assistants included.
  2. How long do you commit? Follow Up Boss and Wise Agent say no contracts; Real Geeks has 6- or 12-month terms.
  3. What sends automatically? Action plans and AI texting can send without anyone reading the message. Decide what waits for you.
  4. How do you get out? Ask for a full export of contacts, notes, deals and email history before you start.
  5. Is there an open API or AI connection? To connect an AI employee later, you need a documented API or a connector.

What an AI employee does next to the software

An AI employee is not another program. It is a role with a fixed task and your approval. I run my business with fifteen AI employees. The roles below run in my business. This is how you use them in an agent's office:

Task Who in my team What they do Limit in a real estate office
Offers Anton turns an initial conversation into an offer PDF, creates contact, offer and invoice as drafts once a client says yes price and commission come from your documents; without a price source he sets no price
Follow-ups Sonja checks every fact against the source, writes in your voice, saves the email as a draft nothing goes out until you say so explicitly
Lead research Olaf searches Google Maps and public company pages, returns a rated, documented list contacts no one, researches only public business data
Inbox Frieda sorts into Now, Today, Can wait and Trash plus a pile for your judgment, drafts replies has never sent anything on her own

Anton creates drafts in Lexware Office for me; through a suitable adapter he can work with another system "that offers an appropriate interface". For an agent he fits what is not in the CRM: a marketing proposal for a seller or an invoice for a referral fee, with amounts from your agreement. How that works day to day is in Writing Quotes and Invoices with AI.

Sonja prepares business emails for me, and proposal follow-ups are among the uses listed on her page. After a showing she drafts the follow-up from your notes: property, date, open questions. Unlike an action plan, she writes one message for one person, and you send it. When and how often to follow up is in How to Follow Up on a Quote by Email.

Olaf finds local businesses with outdated websites for me, and he can be switched to other traits that can be verified publicly. For an agent, that means businesses, not private people: property managers, builders and relocation services in your area as referral partners. The outreach stays with you, and the rules for it depend on your country; the German rules are in Automating Cold Outreach: Limits for AI.

Frieda sorts my inbox. For an agent that means messages from sellers, lenders and title companies, invoices and anything outside the CRM. Per her instructions she can technically only read and draft, not send. How the pile system works is in Sorting Your Inbox: The Pile System.

Where the CRM and the AI employee meet is decided by the interface. With a documented API or a connector such as an MCP server, an AI employee can create tasks where your contacts already live. Without an interface, the work stays as drafts that you carry over yourself. Which client data an AI should see is in AI and Privacy: What the AI Gets to See. How you set that up in your office, we can look at together.

Frequently asked questions

What is the best CRM for real estate agents?

There is no neutral ranking. What decides is team size, website and ads in the package, commitment and an open API. The tables above show where vendors differ by their own account.

How much does real estate CRM software cost?

According to the vendors, as of November 2026: Wise Agent from $42 a month billed annually, Follow Up Boss from $58 per user a month billed annually, Real Geeks $399 a month plus setup, and Lofty only by quote. Add-ons for calling, texting and leads come on top.

Can AI replace a real estate CRM?

No. The CRM holds contacts, deals, lead sources and history. An AI employee works next to it, drafting offers, follow-ups and replies; the approval stays with you.

Do I need a CRM with AI built in?

Not necessarily. Built-in AI helps with summaries and suggested messages. An open API or connector matters more if an AI employee should work with your data under your rules.

How to continue

Take the five questions to two or three vendors and get export, term and price for your team in writing. If you then want to know which office work around the software an AI employee can take on, book a strategy session: in 20 minutes we look at the one workflow in your business that depends on you the most and work out your first step. The overview for agents is AI for Real Estate Agents, tenant inquiries and service charges are in AI for Property Management, and more industries are on AI by Industry. If you also manage property: Property Management Bookkeeping with AI. The software for it: Software for Property Managers Compared.

Kevin Welter

Kevin Welter

Developer, IT architect, author of technical books (Kubernetes, cloud infrastructures) and speaker. Runs his business with an AI workforce of fifteen AI employees and shows solo business owners in his community how to hire their first AI employee.

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