Forefront CRM is a real estate investor CRM focused on converting motivated seller leads into deals. Its customizable drag-and-drop pipeline shows lead status and flags records needing attention. Lead records can hold contact and property details, motivation, lead temperature, a property map, notes, communication history, and activity timelines. The system displays sent and received SMS, recorded calls and voicemails, team notes, and unanswered inbound communications. It includes automated follow-up, lead routing, lead import, email marketing, and an iOS and web app. A KPI dashboard tracks 27 data points, while funnel statistics can be viewed by campaign and time period. Integrations listed include webhook or Zapier-compatible tools, LeadPropeller, Carrot, smrtPhone, CallRail, Gsuite/Gmail, Google Calendar, and Google Drive. All plans include weekday phone and email support from 9 AM to 4 PM Central; email replies are usually within 15 minutes. Setup typically takes 1 to 2 hours with assistance. Prospecting is supported only on a limited scale.
Who it is for
Forefront CRM suits real estate investors focused on converting motivated seller leads. It is less suited to high-volume cold-calling prospecting, which the maker describes as limited.
What is good
- Visual pipeline highlights leads needing attention
- Tracks SMS, calls, voicemails, and notes
- KPI dashboard tracks 27 data points
- Includes automated follow-up and lead routing
- Weekday phone and email support included
What to know first
- Prospecting supports only limited scale
- Account data remains 90 days after closure
- High-volume cold calling requires other tools
- Setup typically takes 1 to 2 hours
Verdict
Forefront CRM centers on organizing and converting real estate leads, with detailed records, communication tracking, reporting, and integrations. Its stated limitation makes it primarily a conversion tool rather than a high-volume prospecting system.
Compared on real estate CRM software
- Automated follow-up
- Yes
- Lead routing
- Yes
- Mobile app
- Yes
- Email marketing
- Yes
- Lead import
- Yes
