Follow Up Boss vs Lofty vs BoldTrail vs Real Geeks
Four of the most-used real estate CRMs, compared on what actually decides it for an agent: price you can see, whether you need a website with IDX, how much AI follow-up is built in, and who on your team will use it.
Published Oct 21, 2026 · Prices from each vendor's own pricing page · Scores from our ranking rubric
Side-by-side
| Follow Up Boss | Lofty | BoldTrail | Real Geeks | |
|---|---|---|---|---|
| Starting price | Grow $69/user/mo (2 months free yearly); calling +$39/user; Pro $499/mo incl. 10 users | Request pricing (Agent, Team, Broker, Enterprise plans) | Request pricing (BASE, PLUS, PRO packages) | $399/mo + $500 setup, 2 users included, 6- or 12-month term |
| Contract | No contracts, free trial | Quote from sales | Quote from sales | 6- or 12-month commitment |
| IDX website | No (connects to any lead source and website) | Yes, customizable IDX site | Yes, IDX websites | Yes, lead-generation IDX site ($10 per MLS board/mo) |
| AI follow-up | Built-in AI features; vendor recommends the calling add-on for better AI results | Sales, Social and Homeowner AI agents (add-ons) | AI-powered Smart CRM; BoldTrail MCP for ChatGPT/Claude | Geek AI Text $49/mo (included with a lead package); AI Connect for ChatGPT/Claude |
| Paid leads | Bring your own | Optional digital ad lead generation | Optional lead generation | Optional packages: $299–$599 per package/mo |
| Best for | Solo agents and teams with existing lead sources | Teams and brokerages wanting all-in-one | Brokerages and their agents (often provided by the broker) | Agents who want a site plus predictable lead spend |
| Overall score | 85/100 (rank #17) | 81/100 (rank #28) | 81/100 (rank #27) | 79/100 (rank #32) |
| Client nurture & CRM rank | #2 of 11 | #4 of 11 | #3 of 11 | #5 of 11 |
Sources: Follow Up Boss pricing ↗, Lofty pricing ↗ and Real Geeks pricing ↗ checked Oct 21, 2026; BoldTrail pricing ↗ checked Oct 20, 2026. Vendors change plans; confirm before you sign.
How to choose
- Ask your broker first. Many brokerages already pay for BoldTrail, Lofty or another platform for their agents. Don't buy a second CRM you won't keep updated.
- Already have a website or buy portal leads? Follow Up Boss. It's built to take leads from any source, route them, and run action plans, with a price you can see before you call anyone.
- Want one login for your site, IDX search, CRM and marketing? Lofty or BoldTrail. Get a written quote and ask which AI features are add-ons.
- Want a site plus paid leads at a known monthly cost? Real Geeks. Budget the $399 platform, the $500 setup, and any lead package, and note the 6- or 12-month term.
- Mostly working your sphere, not online leads? A lighter relationship CRM like Cloze (76/100) may be all you need. See the full CRM rankings.
Use AI to plan a year of past-client follow-up
Whichever CRM you choose, it's only as good as the touches you load into it. Paste this into ChatGPT or Claude, then put the result into your CRM as an action plan or drip:
Review every message before it goes out, keep texting within consent and opt-out rules, and don't paste client personal data into AI tools (see our client privacy guide). This is general information, not legal advice.
FAQ
What is the best CRM for a solo real estate agent?
If you already have a website or buy leads from Zillow, Realtor.com or ads, Follow Up Boss is the simplest to start: public pricing ($69 per user a month on Grow), a free trial and no contract. If you want the website, IDX search and CRM in one login, look at Lofty or Real Geeks instead.
How much does Follow Up Boss cost?
Follow Up Boss lists Grow at $69 per user a month (yearly billing gets 2 months free, about $58 a month), with built-in calling as a $39 per user add-on. Pro is $499 a month and includes 10 users, with additional users at $49 a month. There is a free trial and no contracts.
How much does Lofty or BoldTrail cost?
Neither publishes prices. Lofty’s pricing page shows Request Pricing for its Agent, Team, Broker and Enterprise plans, and BoldTrail lists BASE, PLUS and PRO packages with quotes from sales. Many agents get BoldTrail or Lofty through their brokerage, so ask your broker first.
How much does Real Geeks cost?
Real Geeks lists its platform at $399 a month plus a $500 one-time setup fee on a 6- or 12-month term, with the first 2 users included. Paid ad lead packages, Geek AI Text ($49 a month, or included with a lead package) and IDX feeds ($10 per MLS board a month) are extra.
Can ChatGPT or Claude replace a real estate CRM?
No. AI chat tools can write your follow-up messages and nurture plans, but they do not store contacts, track deals, or send texts and emails on a schedule. Use the CRM as your system of record and AI to draft what goes into it. BoldTrail and Real Geeks also now connect to ChatGPT or Claude.
See all ranked tools for client nurture & CRM → · More comparison guides →