Follow Up Boss is the best core software for most real estate agents. It is especially useful for capturing leads from multiple sources, organizing contacts, automating follow-up, managing conversations and tracking team performance.

Pricing and plan details should be checked on ****.

Lofty is the better choice if you want an all-in-one real estate platform with an IDX website, lead generation, CRM, marketing automation, artificial intelligence and transaction tools. The right option depends on whether you need better lead follow-up, marketing, transaction management or team oversight.

Best Real Estate Software at a Glance

Software Best for Current listed price Main strength Main limitation
Follow Up Boss Most agents, teams and paid-lead businesses $69 per user monthly, or $58 per user when billed annually Lead management and follow-up Does not replace every website, lead-generation or transaction tool
Lofty All-in-one real estate marketing and CRM Request pricing IDX website, CRM, AI, marketing and lead generation Quote-based pricing and paid add-ons can increase costs
Wise Agent Solo agents and budget-conscious teams $49 monthly, or $42 monthly when billed annually Value and real estate-specific workflows Less suitable for large enterprise operations
Dotloop Transaction management and compliance $23.99 monthly promotional pricing, reduced from $31.99 Documents, electronic signatures and transaction workflows Not a complete lead-generation CRM
HubSpot CRM Agents who want a free, flexible general CRM Free plan available Contact management and basic CRM functionality Not designed specifically for real estate

Why Follow Up Boss Is the Best Overall Choice

Follow Up Boss focuses on the part of the business that keeps an agent's pipeline moving: responding to, organizing and nurturing leads.

Its core features include:

  • Lead-source and website integrations
  • Custom lead distribution
  • Smart Lists for prioritizing contacts
  • Automated Action Plans
  • Calling, texting and email
  • Calendar and email synchronization
  • Lead-source and agent performance reporting
  • Mobile access
  • More than 250 integrations

Follow Up Boss lists its Grow plan at $69 per user per month, or $58 per user per month when billed annually. It also lists a Pro plan at $499 per month for 10 users and a Platform plan at $1,000 per month for 30 users. The company advertises a free trial, no contracts and cancellation at any time.

Follow Up Boss Is Best for Agents Who:

  • Buy leads from Zillow, Realtor.com, Facebook, Google or other providers
  • Receive leads from several websites or referral sources
  • Need consistent phone, text and email follow-up
  • Work on a team with lead-routing rules
  • Want clearer reporting on agent activity and lead sources
  • Already have a brokerage transaction-management system

Follow Up Boss is not the cheapest option. Its advantage is that it connects with the lead sources and tools an agent already uses instead of requiring the entire business to move into one platform.

When Lofty Is Better Than Follow Up Boss

Choose Lofty if you want one platform for your website, lead generation, CRM and marketing automation.

Lofty includes:

  • Customizable IDX websites
  • AI-powered CRM
  • Lead scoring
  • Marketing automation and Smart Plans
  • Email and text campaigns
  • Listing tools
  • Mobile apps
  • Transaction management
  • Team management and reporting
  • Lead-generation services

Lofty does not publicly display core platform pricing on its pricing page. The company uses request-based pricing for its agent, team, broker and enterprise plans. It also lists separate Bloom lead-generation packages at $699 per month for Agent Starter and $999 per month for Agent Elite.

Lofty is a better fit for:

  • Agents who need an IDX website
  • Teams that want lead routing and reporting in the same system
  • Brokerages standardizing their technology stack
  • Agents who want website activity, lead scoring and follow-up connected
  • Businesses willing to pay for a wider set of built-in tools

The main pricing risk is complexity. Before signing up, ask for the full cost of the core platform, IDX, lead generation, texting, dialer, extra users and onboarding.

Best Affordable Software: Wise Agent

Wise Agent is the best value choice for many solo agents and small teams.

Wise Agent lists its CRM at $49 per month, or $42 per month when billed annually, with a $499 annual option. The plan includes up to five team members through a shared login, lead automation, contact management, communication tools, transaction management, drip campaigns, landing pages, reporting, document storage and 24/7 live support.

Wise Agent is useful when you need:

  • A real estate-specific CRM
  • Automated email and text follow-up
  • Contact and transaction management
  • Landing pages
  • Team calendars
  • A lower monthly price
  • Live support and onboarding

Wise Agent also provides mobile access through a mobile web app at no extra cost. Texting is an add-on listed at $11 per month, plus a one-time $80 registration fee for a dedicated number and 1,000 monthly credits.

Choose Wise Agent over Follow Up Boss when price and built-in real estate features matter more than advanced team sales management.

Best Transaction Management Software: Dotloop

Dotloop is the strongest choice for managing real estate transactions, documents, signatures and compliance workflows.

Dotloop provides:

  • Electronic signatures
  • Document editing
  • Transaction templates
  • Document storage
  • Transaction collaboration
  • Mobile document access
  • Compliance workflows
  • Integrations with CRM, lead-generation and accounting tools

Dotloop's agent pricing page displays promotional pricing of $23.99 per month, reduced from $31.99 per month, with unlimited transactions. Its brokerage and team plans add reporting, forms coverage, compliance controls and transaction visibility.

Dotloop usually works best as part of a wider software setup. An agent could use Follow Up Boss or Wise Agent for lead management and Dotloop for transactions.

Best Free Option: HubSpot CRM

HubSpot CRM is the best free starting point, but it is not the best real estate-specific platform.

HubSpot's free CRM includes contact management and customer-data tools with no expiration date and no credit card requirement.

HubSpot can work for:

  • New agents with a very limited budget
  • Agents who mainly need a contact database
  • Teams that want a flexible general-purpose CRM
  • Businesses that may expand beyond real estate

HubSpot becomes less suitable when you need IDX search, property alerts, listing workflows, transaction checklists or brokerage compliance. Those features usually require separate tools or integrations.

Which Software Should Different Agents Choose?

Solo Agent With a Referral-Based Business

Choose Wise Agent if you want an affordable real estate CRM with follow-up campaigns, contact management and transaction features.

Choose Follow Up Boss if you expect to grow quickly or want a more advanced lead-conversion workflow.

Agent Buying Internet Leads

Choose Follow Up Boss. Its lead-source connections, lead distribution, Smart Lists, Action Plans and communication tools are built for handling a high volume of inbound prospects.

Agent Who Needs a Website and Lead Generation

Choose Lofty if you want the IDX website, CRM, automation and lead-generation components connected in one platform. Confirm the full monthly cost before purchasing because pricing and add-ons vary.

Growing Real Estate Team

Choose Follow Up Boss for lead routing, accountability, team inboxes, call reporting and sales management.

Choose Lofty if the team also needs a website, lead-generation system and broader marketing platform in the same product.

Agent or Brokerage Focused on Compliance

Use Dotloop for transaction management, documents, electronic signatures and compliance workflows. Pair it with a CRM rather than expecting it to handle marketing and lead conversion as well.

What to Check Before Buying Real Estate Software

Test these three workflows before committing:

  1. New lead workflow: Can a lead arrive from your main source, receive an immediate response and get assigned correctly?
  2. Follow-up workflow: Can you see who needs attention today without searching through contacts manually?
  3. Under-contract workflow: Can you manage documents, deadlines, signatures and compliance without entering the same information twice?

Also confirm:

  • Whether pricing is per user or per team
  • Whether phone, texting and dialer tools cost extra
  • Whether your MLS or IDX feed is included
  • Whether your brokerage already provides transaction software
  • Whether you can export your contacts and activity history
  • Whether the platform integrates with your lead sources
  • Whether onboarding and migration support are included

Final Recommendation

Start with the problem that is costing you the most time or lost business.

  • Choose Follow Up Boss when lead response, follow-up and team accountability are the priority.
  • Choose Lofty when you want an IDX website, marketing, AI and CRM in one platform.
  • Choose Wise Agent when you want lower-cost real estate CRM features.
  • Choose Dotloop when transaction documents, signatures and compliance are the main need.
  • Choose HubSpot when a free, general-purpose CRM matters more than real estate-specific functions.