The Best Real Estate CRM Software for Teams

The best real estate CRM software for teams is the one that stops leads from bouncing around your group like a loose basketball. When a new inquiry hits, it should be instantly clear who owns it and what happens next, with every call, text, and email visible in one shared timeline.

If you want the quick shortlist:

• Best “pure CRM” for most teams: Follow Up Boss 

• Best all-in-one with IDX + automation: Lofty (formerly Chime) 

• Best all-in-one for SEO/PPC lead capture: Sierra Interactive 

• Best for ISA-style accountability and performance visibility: BoomTown 

• Best for brokerage-scale ecosystems: kvCORE (now BoldTrail) 

What separates a real “team CRM” from a bunch of extra logins

Teams don’t break because agents aren’t talented. They break because the handoffs are messy. A real team CRM does the boring logistics consistently: routing rules, shared visibility, and follow-up that doesn’t depend on memory.

It also has to protect your culture. If routing feels unfair or leads feel “claimed” in the dark, you’ll get friction. The right setup makes accountability feel clean and objective, not heavy-handed.

At-a-glance comparison for teams

The top CRMs for real estate teams

Follow Up Boss: the best “CRM brain” for most teams

If your team already has a website stack you like (or you’re not trying to rebuild it), Follow Up Boss is the cleanest way to centralize your lead flow and enforce a consistent follow-up rhythm. Their own plan breakdown leans hard into team use cases (small-to-medium teams, onboarding, team tools).

The big win is that it doesn’t try to be everything. It focuses on getting leads in, routing them, logging communication, and making action plans usable. Pricing is also unusually clear for the category, including the $69/user entry and the $499/mo tier that includes 10 users.

Lofty: the all-in-one option when you want “platform” depth

Lofty is built for teams that want website, CRM, and automation in one environment. The tradeoff is predictable: you get a lot under one roof, but you also inherit a bigger setup and more moving pieces. Lofty’s own site pushes “request pricing,” so your cost depends on package and add-ons.

If your team is growth-minded and you want more built-in automation than a pure CRM typically provides, it’s worth a demo. Multiple 2026 reviews cite the starting plan around the $499/month range, with higher tiers for larger teams.

Sierra Interactive: best when your website is the engine

Sierra is the lane for teams that take SEO and PPC seriously and want the site and CRM to behave like one system. Their published pricing pages show team-oriented packages with onboarding and user tiers, which is exactly what you want when your lead flow depends on the website layer. 

If your team measures success by “site traffic → registrations → nurtures → appointments,” Sierra’s integrated approach can reduce the glue-work you’d otherwise manage with integrations.

BoomTown: best for teams that want accountability baked in

BoomTown is positioned as a premium platform for teams that want lead generation, CRM, and visibility into performance. If you run an ISA model or you care about measuring activity and conversion clearly, BoomTown tends to be shortlisted for that reason. Capterra lists a $1,000/mo plan, and independent reviews commonly describe it as higher-end.

The “right fit” test here is simple: if you want structure, coaching leverage, and a system that makes it harder for leads to go dark, you’ll likely appreciate BoomTown’s approach.

BoldTrail (kvCORE): best for bigger ecosystems and brokerage-scale programs

kvCORE’s evolution into BoldTrail is real, and BoldTrail’s own pages emphasize the rebrand and push demos rather than transparent pricing. If you’re running a brokerage-scale tech offering or you want a broader ecosystem, this is often in the conversation.

Just go in expecting custom pricing and a more “platform” purchase than a lightweight CRM swap.

How to choose fast without buyer’s remorse

If you already have a good website stack: start with Follow Up Boss as your hub, then integrate everything into it. The biggest failure mode for teams is letting leads land in multiple places with no single source of truth.

If your website is weak and you need the platform to generate and nurture leads: look at Sierra, Lofty, or BoomTown. You’re paying for fewer integration headaches and a tighter loop between lead behavior and follow-up.

If you’re scaling to a true brokerage ecosystem: BoldTrail/kvCORE belongs on the demo list, but treat it like a strategic platform decision, not “just a CRM.”

Team CRM rollout that actually sticks

Most teams don’t fail because they chose the “wrong” CRM. They fail because they launched it like a software install instead of a workflow change.

Start by locking three things down and keeping everything else simple:

1. Routing rules that feel fair (round-robin or territory/specialist rules)

2. One new-lead action plan that triggers immediately

3. A daily routine every agent follows (check tasks, work new leads, update pipeline)

After two weeks of real usage, tune the rules based on what your reports and your agents are telling you. That’s when the CRM stops being “another tool” and becomes your operating system.