CRM
CRM
The system you build a sphere on. Pick once, stay there for years. Switching costs are real.
Our pick
Follow Up Boss
The Central Florida agent's default for a reason. Action plans, smart lists, native dialer, and integrations with Ylopo / BoomTown / direct MLS feeds.
Why it works
The action-plan engine + the speed of inbox triage is the real difference. Teams adopt it; solos don't outgrow it; reporting actually answers the questions you care about.
What to watch
Not the cheapest. Per-seat economics get steep on bigger teams. The mobile app is fine, not great.
Runner-up
Sierra Interactive
Better-than-average IDX baked in. Solid for solo agents who want one platform for site + CRM.
Why it works
The combined site-and-CRM economics work if you're a solo agent with no separate website investment.
Budget alternative
kvCORE
If your brokerage gives it to you, use it. Free is the right price. Friction comes from training and reporting.
Why it works
Free at the brokerage level is hard to beat. The lead-routing logic is fine.
What to watch
Plenty of agents quietly hate it. Use it but don't depend on it for the relationships that pay your bills; keep a personal database in parallel.
What we'd skip
Anything that requires a six-month implementation contract for a solo agent. Real Geeks is fine for some workflows but the lead-gen-first orientation pulls agents into spending more on ads than they should.