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ClientEdge CRM
What ClientEdge CRM is
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 a month, a four-agent Team Plan at $79 a month, and other team, brokerage, board, and homeowner options.
Who it suits
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 it does well
- 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
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| FSBO | 10 photos per listing | On request |
| Agent Monthly | billed monthly · 1 user · Unlimited contacts · No shared lead pool, team reports, or roles | $39 a month |
| Team Plan - up to 4 agents | Flat-rate pricing; no per-seat math · 4 agents | $79 a month |
| Team Plan - up to 7 agents | 7 agents | On request |
| Team Plan - up to 12 agents | 12 agents | On request |
| Team Plan - up to 17 agents | 17 agents | On request |
| Team Plan | Up to 17 agents | On request |
| Brokerage | per seat · 10+ seats · annual billing saves 17% · 10+ seats · Brokerage hierarchy · Compliance tracking and broker review · Audit log | $18 a month |
The first 8 of 19 plans, as clientedgecrm.com lists them, read 22 Sept 2026. The maker's own page has the final word. Every plan
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.
Facts from ClientEdge CRM's own pages
- AI tools
- The AI assistant can draft emails, generate listing descriptions, and provide productivity tips. · clientedgecrm.com, 12 Oct 2026
- Automated follow-up
- Yes · clientedgecrm.com, 22 Sept 2026
- Client management
- Its A-B-C client ranking system helps agents prioritize relationships and identify clients who need attention. · clientedgecrm.com, 12 Oct 2026
- Communications
- The platform offers mass SMS, automated drip campaigns, email campaigns, and a built-in power dialer. · clientedgecrm.com, 12 Oct 2026
- Dialer limit
- The maker says tiered calling plans support up to 12,000 calls per month. · clientedgecrm.com, 12 Oct 2026
- Email marketing
- Yes · clientedgecrm.com, 22 Sept 2026
- Free plan
- No · clientedgecrm.com, 22 Sept 2026
- Homeowner marketplace
- Homeowners can list on the Exclusives marketplace, message buyer’s agents, and access neighborhood market reports and nearby home data. · clientedgecrm.com, 12 Oct 2026
- Intended users
- The maker presents ClientEdge as serving solo agents, small teams, brokerages, and boards of Realtors or associations. · clientedgecrm.com, 12 Oct 2026
- Lead routing
- Yes · clientedgecrm.com, 22 Sept 2026
- Listing limit
- The FSBO plan allows up to 10 photos per listing. · clientedgecrm.com, 12 Oct 2026
- Product
- ClientEdge CRM describes itself as an AI-powered real estate CRM and productivity platform for agents and brokerages. · clientedgecrm.com, 12 Oct 2026
- Property alerts
- Agents can set client search criteria and send matching property listings daily or weekly. · clientedgecrm.com, 12 Oct 2026
- Property matching
- Yes · clientedgecrm.com, 22 Sept 2026
- Reporting
- Reports include conversion funnel visualization, monthly performance snapshots, and referral reports. · clientedgecrm.com, 12 Oct 2026
- Sales support
- The sales contact page says the company will respond to team or organization inquiries within one business day. · clientedgecrm.com, 12 Oct 2026
- Security and confidentiality
- The maker states that subscriber data is never shared or sold. · clientedgecrm.com, 12 Oct 2026
- Team limits
- The Team Plan is described for teams of up to 17 agents, with tiers for 4, 7, 12, and 17 agents. · clientedgecrm.com, 12 Oct 2026
Where ClientEdge CRM stands on Freedom251
- Real Estate CRM Software#204 of 249