ClientEdge CRM is a web-based, AI-powered real estate CRM and productivity platform for solo agents, small teams, brokerages, boards of Realtors, and associations. It combines automated follow-up, lead routing, property matching, and email marketing. An A-B-C client ranking system helps agents prioritize relationships and identify clients needing attention. Its AI assistant drafts emails, creates listing descriptions, and offers productivity tips. Communication tools include mass SMS, automated drip campaigns, email campaigns, and a built-in power dialer; tiered calling plans support up to 12,000 calls per month. Agents can define search criteria and send matching listings daily or weekly. Reports cover conversion funnels, monthly performance snapshots, and referrals. Homeowners can list through the Exclusives marketplace, message buyer’s agents, and view neighborhood and nearby-home data. Plans include Agent Monthly at 39.00 USD per month, a four-agent Team Plan at 79.00 USD per month, and other team, brokerage, board, and homeowner options.
Who it is for
It suits real estate agents, small teams, brokerages, boards of Realtors, associations, and homeowners using its marketplace. Web access fits users working from a browser.
What is good
- AI drafts emails and listing descriptions
- Automates follow-up and routes leads
- Daily or weekly property alerts
- Reports include funnels and referral data
- Supports mass SMS and power dialing
What to know first
- No free plan
- Web platform only
- Some team plan prices are unlisted
- FSBO listings allow 10 photos
Verdict
ClientEdge CRM brings contact prioritization, communication, property alerts, and reporting into one real estate workspace. Buyers should match the listed plan to their agent, team, brokerage, board, or homeowner use case.
ClientEdge CRM plans and pricing
All plansCompared on real estate CRM software
- Free plan
- No
- Automated follow-up
- Yes
- Lead routing
- Yes
- Property matching
- Yes
- Email marketing
- Yes
