Real estate is basically a contact sport, except your “opponent” is time, your “equipment” is follow-up, and your “scoreboard” is pipeline visibility. A solid CRM is how agents stop letting leads fall into the “I’ll call them back” abyss.

Below are the platforms agents actually use to capture leads, nurture them, manage showings/offers, and stay organized through closing—with the real pros/cons of each. Then I’ll break down how Sea Change Advisors helps implement, integrate, and keep these systems running without turning your week into a software support ticket.

What agents really need from a CRM

Before the logo parade begins, here’s what matters in practice:

• Lead capture from IDX sites, portals (Zillow/Realtor.com), Facebook/Google ads, open houses, sign calls

• Speed-to-lead workflows (routing, alerts, auto-replies, tasking)

• Nurture (email/text sequences, segmentation, reminders)

• Pipeline + transaction visibility (stages, checklists, accountability)

• Reporting (source ROI, contact activity, conversion by stage)

• Integrations (website forms, calendars, dialers, email, team tools)

1) Follow Up Boss (FUB)

Best for: Teams that live and die by speed-to-lead and accountability

Pros

• Purpose-built for real estate teams and pipelines; strong lead routing and tasking

• Tons of integrations—often the “central hub” for leads from many sources

• Simple enough to get adoption (which is the whole game)

Cons

• Not an “all-in-one” website + lead gen + everything bundle (you’ll pair it with other tools)

• Automation is solid, but some teams want heavier built-in marketing features

2) kvCORE (Inside Real Estate)

Best for: Agents/teams wanting an all-in-one platform with lead gen + IDX + automation

Pros

• Marketed as a combined lead gen + website/IDX + “smart CRM” platform

• Built-in behavioral automation is strong (great for long-cycle leads)

• Good fit when you want fewer vendors

Cons

• “All-in-one” often means “all-in-learning-curve”

• Customization can feel constrained if your team has unique workflows

• Pricing can be less transparent depending on package/provider

3) BoomTown

Best for: High-producing teams that want a proven lead gen + conversion machine

Pros

• Known for combining lead gen + IDX + CRM-style conversion workflows (especially for teams)

• Strong structure and coaching-oriented process

Cons

• Can be expensive relative to “CRM-only” tools

• Some teams outgrow certain constraints and want more flexibility

4) Real Geeks

Best for: Agents/teams who want a solid IDX site + lead capture + simple nurture without enterprise complexity

Pros

• Popular combo of website/IDX + CRM-ish follow-up, generally easy to deploy

• Good “value stack” for many teams

Cons

• May need add-ons for deeper automation/reporting

• Some teams eventually move to a more robust CRM hub

5) Sierra Interactive

Best for: Teams obsessed with website/IDX performance and lead behavior tracking

Pros

• Strong real estate website + lead capture ecosystem (often paired with ad strategies)

• Good alignment between site behavior and follow-up

Cons

• Can still require additional systems for full marketing ops or advanced reporting

• Best results usually require ongoing optimization (not a “set it and forget it”)

6) Lofty (formerly Chime)

Best for: Teams who want an AI-forward all-in-one platform (CRM + marketing + more)

Pros

• Built as a single hub spanning CRM, marketing automation, and additional modules

• Rebrand from Chime to Lofty is now well-established

Cons

• All-in-one platforms can be heavy; adoption lives or dies on onboarding + training

• If your brokerage stack is already set, consolidation may be more painful than helpful

7) Wise Agent

Best for: Solo agents and small teams who want straightforward CRM + transaction-ish organization

Pros

• Simpler learning curve than many enterprise tools

• Strong “day-to-day agent” features without needing a big ops team

Cons

• May feel limited for larger teams needing advanced routing/reporting at scale

8) Lone Wolf Relationships (and what happened to LionDesk)

Best for: Lone Wolf ecosystem users and brokerages standardizing platforms

Pros

• Relationships is positioned as Lone Wolf’s newer client management platform

• Lone Wolf is widely adopted across North American brokerages

Cons

• If you were on LionDesk: it was slated to wind down and migrate users to Relationships (so migration planning matters)

• Ecosystem decisions can be brokerage-driven, not agent-driven

9) MoxiWorks

Best for: Brokerages/teams that want brokerage-oriented CRM + marketing workflows

Pros

• Strong brokerage focus; designed around agent productivity and standardized process

• Often used when broker leadership wants consistent reporting and adoption

Cons

• Some agents prefer a “lighter” tool if they’re solo and independent

• Feature depth can vary by configuration and brokerage rollout

10) HubSpot (Yes—general CRM, but real estate can work)

Best for: Teams who want best-in-class marketing automation + customization (and don’t mind configuring it)

Pros

• Extremely flexible pipelines, automation, and reporting (especially for marketing ops)

• Great when you’re serious about content + nurture + lifecycle stages

Cons

• Not “real estate native,” so you’ll build your objects, stages, and workflows

• Without a proper setup, HubSpot becomes an expensive contact list

(And yes—this is where Sea Change Advisors shines.)

How Sea Change Advisors helps (so your CRM doesn’t become “shelf-ware”)

Most CRM failures aren’t software failures. They’re implementation failures: messy data, unclear stages, no routing rules, no training, and nobody “owns” the system.

Sea Change Advisors can help in three core ways:

1) CRM selection + stack design (don’t buy vibes)

• Define your pipeline stages (buyers vs sellers vs investors)

• Decide what needs to be “CRM” vs “transaction management” vs “marketing automation”

• Map lead sources and required integrations (IDX, portals, forms, ads, dialers)

2) Implementation + integrations (the unglamorous part that makes money)

• Clean/import contacts and dedupe (without losing tags/history)

• Configure pipelines, lead routing, SLAs, tasks, and automations

• Connect website forms, ad leads, calendars, email, and tracking

• Build dashboards that show what matters: speed-to-lead, appointments set, pendings, closings, and source ROI

3) Ongoing CRM admin + marketing ops (the part everyone “forgets”)

• Monthly optimization: workflows, templates, segments, reporting

• Campaign support (Canva assets, landing pages, email nurture, listing promos)

• Team enablement: training, playbooks, and adoption monitoring

A simple way to package this for real estate teams

If you want to position Sea Change Advisors cleanly, these offers tend to sell well:

• “CRM Setup + Lead Routing” (one-time implementation)

• “CRM + Nurture Engine” (setup + email/text sequences + templates)

• “Managed CRM + Marketing Ops” (monthly retainer for continuous improvement)

At Sea Change Advisors, we help small businesses turn AI into a competitive advantage instead of an expensive experiment.