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MRI Vault CRM

What MRI Vault CRM is
MRI Vault CRM is a cloud-based real estate CRM covering the sales process from lead capture through settlement. Its contact-management tools include notes with custom fields, reporting, call sheets, and appraisal lead management. Users can send emails and SMS, create follow-ups, and trigger personalised communications based on dates or events. Listing tools capture enquiry data and provide photographer logins, plus online storage for photos and documents. The product page describes AI tools for generating property descriptions and managing listing media and portal synchronisation. Vault also supports sales trust, advertising, invoicing, and tracking, with a two-way Xero integration. Commercial real estate features include transaction tracking, lease expiry reports, and stack plans for visualising building occupancy. MRI lists more than 1,000 integrations, and its Android and iOS app supports open homes, appraisals, self-kiosk check-ins, and contact database access. Pricing and services are customised and available by quote. MRI Software was founded in 1971 and is headquartered in Cleveland, Ohio, United States.
Who it suits
Vault CRM may suit real estate businesses managing leads, listings, follow-up, and sales administration in one cloud-based system. Its commercial transaction tools and mobile app may also fit teams handling commercial property and open homes.
What it does well
- Automates email, SMS, and date- or event-based follow-up.
- Includes listing enquiry capture and photo and document storage.
- Supports two-way Xero integration.
- Android and iOS apps support open homes and appraisals.
- Bulk data import and export are available.
What to know first
- Paid product with pricing available by quote.
- Plans and services are customised for each business.
- API access is for authorised and accredited integration partners.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom | Plans, pricing, and services customised for your business; request a quote | On request |
As mrisoftware.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the MRI Vault CRM website.
- Request a quote for customised plans, pricing, and services.
- Choose the Android or iOS app for mobile use, or access the web platform.
- Work with MRI's implementation team, certified experts, and specialised resources.
Verdict
MRI Vault CRM brings lead management, listing workflows, communications, accounting tools, and commercial property features into a cloud-based product. Prospective customers need to request a quote for customised plans and services.
Questions
How much does MRI Vault CRM cost?
Pricing is available on request. MRI says plans, pricing, and services are customised for each business.
Which platforms does Vault CRM support?
It is available on web, Android, and iOS.
Does MRI Vault CRM include a mobile app?
Yes. MRI says the Android and iOS app supports open homes, appraisals, self-kiosk check-ins, and contact database access.
What integrations are available?
MRI lists more than 1,000 integrations, including REINZ, CoreLogic, Pricefinder, Google Workspace, Outlook, REIForms/RealWorks, and Xero.
Can Vault CRM export data?
Users can bulk import or export data and export it in JSON or CSV format.
Facts from MRI Vault CRM's own pages
- Accounting
- Vault supports sales trust, advertising, invoicing, and tracking, and the product page describes a two-way Xero integration. · mrisoftware.com, 12 Oct 2026
- AI
- The product page says users can use AI to generate property descriptions and manage listing media and portal synchronisation. · mrisoftware.com, 12 Oct 2026
- API
- MRI offers an open API with webhook functionality to authorised and accredited third-party integration partners. · mrisoftware.com, 12 Oct 2026
- Automated follow-up
- Yes · mrisoftware.com, 20 Sept 2026
- Automation
- It can send emails and SMS, create follow-ups, and trigger personalised communications based on dates or events. · mrisoftware.com, 12 Oct 2026
- Commercial real estate
- The CRM supports commercial transaction tracking, lease expiry reports, and stack plans to visualise building occupancy. · mrisoftware.com, 12 Oct 2026
- Data portability
- The features page says users can bulk import or export data and export it in JSON or CSV format. · mrisoftware.com, 12 Oct 2026
- Email marketing
- Yes · mrisoftware.com, 20 Sept 2026
- Founded
- 1971 · mrisoftware.com, 19 Oct 2026
- Headquarters
- Cleveland, Ohio, United States · mrisoftware.com, 19 Oct 2026
- Integrations
- MRI lists more than 1,000 integrations and names REINZ, CoreLogic, Pricefinder, Google Workspace, Outlook, REIForms/RealWorks, and Xero. · mrisoftware.com, 12 Oct 2026
- Lead import
- Yes · mrisoftware.com, 20 Sept 2026
- Lead management
- It offers contact notes with custom fields, contact reporting, call sheets, and appraisal lead management. · mrisoftware.com, 12 Oct 2026
- Listings
- It supports listing enquiry data capture, photographer logins, and unlimited online photo and document storage. · mrisoftware.com, 12 Oct 2026
- Mobile
- MRI says its Android and iOS app supports open homes, appraisals, self-kiosk check-ins, and access to the contact database. · mrisoftware.com, 12 Oct 2026
- Mobile app
- Yes · mrisoftware.com, 20 Sept 2026
- Pricing availability
- MRI asks prospective customers to request a quote for plans, pricing, and services customised to their business. · mrisoftware.com, 12 Oct 2026
- Property matching
- Yes · mrisoftware.com, 20 Sept 2026
- Purpose
- MRI Vault CRM is a cloud-based real estate CRM that supports the sales process from lead capture to settlement. · mrisoftware.com, 12 Oct 2026
- Security
- MRI describes company-wide controls including third-party penetration testing, vulnerability management, and multifactor authentication on many MRI Cloud offerings; the page does not specify which controls apply to Vault. · mrisoftware.com, 12 Oct 2026
- Support and implementation
- MRI says customers can access an implementation team, certified experts, and specialised resources to support their MRI solutions. · mrisoftware.com, 12 Oct 2026
Where MRI Vault CRM stands on Freedom251
- Real Estate CRM Software#89 of 249