How to Choose the Best CRM for Real Estate Agents
There is no single best real estate CRM for every agent. The right one is the one you will open every morning and keep current. Here are the questions worth asking, the options agents often compare, and where Deal Sherpa Agent fits.
Real estate CRMs agents compare
| CRM | Listed price | Read more |
|---|---|---|
| Deal Sherpa Agent | $49/month or $470/year (save 20%). 7-day free trial, no card required | Deal Sherpa Agent |
| Follow Up Boss | Grow plan: $69/month per user, or $58/month per user billed annually | Follow Up Boss alternative |
| Wise Agent | CRM plan: $49/month, or $42/month billed annually | Wise Agent alternative |
| kvCORE | See their site | kvCORE alternative |
| Lofty | See their site | Lofty alternative |
| BoomTown | See their site | BoomTown alternative |
Follow Up Boss price as listed on https://www.followupboss.com/pricing, checked November 13, 2026. Wise Agent price as listed on https://wiseagent.com/Pricing.asp, checked November 13, 2026. Prices can change, so check each company's own site. Follow Up Boss, kvCORE, Lofty, BoomTown and Wise Agent are trademarks of their owners and are not affiliated with DealSherpa.
List what you do every week
Calls, follow-ups, showings, contracts. A CRM that covers your week is worth more than one with features you never open.
Price it with everything added
Add the seats, the phone and the e-signature tool you would need. Compare that total, not the starting price.
Try it with real leads
Use the free trial with your own contacts. If you are not opening it daily by the end, keep looking.
The CRM that follows up for you
Sellers and buyers, each on their own board
Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Drag a card when a deal moves and the board stays current.
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Every follow-up scheduled for you
Move a card and its next to-do is booked. Actions shows what is overdue, due today and scheduled, split into calls, texts and emails, so you know who to reach first.
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Everything about a client on one page
The stage, the next follow-up, phone numbers, notes and the activity history sit together, so you are never digging for the last conversation.
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Email drips that run while you work
Starter plans like Speed to Lead, New Buyer and New Seller are ready to edit. Emails go out in your name, and a plan can start on its own when a lead reaches a stage.
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Six questions to ask any real estate CRM
1. Does it book follow-ups for you?
A CRM that only stores contacts depends on you to remember. Look for one that schedules the next follow-up when a deal moves, and shows you what is due today.
2. Does the pipeline match your work?
Sellers and buyers move through different steps. A pipeline built for both means less setup and fewer stages you have to invent.
3. What does calling cost?
If you call from the CRM, check whether the phone is a monthly fee, an add-on per user, or pay as you go, and what a normal month would cost you.
4. Can you get documents signed?
If e-signatures are separate, add that tool's price to the total.
5. How long is setup?
Some CRMs are ready on day one; others take time to configure. Be honest about how much setup you will actually do.
6. Can you bring your contacts?
Check that you can import a CSV from the tool you use now, and what comes across: names, phones, emails, tags, notes and to-do dates.
Where Deal Sherpa Agent fits
Deal Sherpa Agent is built for an agent or a small operation that wants the pipeline, the follow-ups, the phone, the calendar and the contracts in one login. Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Every stage books its own follow-up, and closed clients get a check-in every 90 days. DealSign e-signatures are included. The phone is pay as you go ($2 a month per number, 5¢ a minute, 2¢ a text). It costs $49/month, with a free trial (7-day free trial, no card required).
It may not be the right fit if you need a feature it does not list. Check the product page and the pricing page for exactly what is included.
Comparing a specific CRM?
We wrote a page for each option above: Follow Up Boss, kvCORE, Lofty, BoomTown and Wise Agent. For their current plans and features, check each company's own site. Moving from Follow Up Boss? See how to import your contacts.
Questions
What is the best CRM for real estate agents?
It depends on how you work. The best one for you books follow-ups for you, fits how you handle sellers and buyers, costs a price you are comfortable with once the phone and e-signatures are added, and is simple enough that you use it every day.
Is Deal Sherpa Agent the best real estate CRM?
We would not call any CRM the best for everyone. Deal Sherpa Agent fits agents who want seller and buyer boards, automatic follow-ups, a calendar and DealSign in one $49/month plan. Try it free and decide.
What should a real estate CRM cost?
Price it with everything you need added in: seats, the phone and e-signatures. A low starting price can grow quickly once add-ons are counted.
Can I switch CRMs without losing my contacts?
Usually, by exporting a CSV from your current CRM. Deal Sherpa Agent imports a CSV, keeps to-dos on their dates, and saves any column it has no field for in a note on the contact.
Is DealSherpa affiliated with the CRMs on this page?
No. Their names are trademarks of their owners and they are not affiliated with DealSherpa. Check each company's site for current plans and prices.
Try it with your own leads
Seller and buyer boards, follow-ups that book themselves, a calendar and DealSign, for $49/month.
Start free 7-day trial