ClientEdge CRM review
A web-based real estate CRM with strong follow-up tools and low disclosed entry points.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
ClientEdge CRM is a cloud-based, web-only real estate CRM for solo agents, small teams, brokerages, and Realtor associations. Its core workspace combines contact and pipeline management with A-B-C client ranking, touch tracking, automated follow-up, property search alerts, goal tracking, analytics, marketing templates, and campaign tools. The FSBO plan adds marketplace access, listing photos, direct agent messaging, market reports, nearby homes, and document storage. For active prospecting and follow-up, the product is aimed at real estate professionals who want calling, messaging, and pipeline workflows in one system.
Published plans show a paid structure with no free plan. Agent Monthly costs $39 per month and includes a private pipeline, unlimited contacts, an AI assistant with voice input, SMS, email, a power dialer, and 95+ solo-agent features. The Team Plan for up to 4 agents costs $79 per month and adds a shared lead pool, round-robin assignment, team dashboards, roles, cross-agent task assignment, and team reports. Team plans also cover up to 7, 12, or 17 agents, while an annual billing option saves 17%. Brokerage costs $18 per seat per month and adds multi-admin hierarchy, compliance tracking, broker review, custom permissions, organization-wide analytics, and an audit log.
The strongest fit is a budget-conscious team that values routing, automated follow-up, calling, and campaign communication. The power dialer, mass SMS and email campaigns, drip sequences, and automated property alerts give the product a clear focus on ongoing lead engagement rather than only contact storage. Its team and brokerage controls extend that workflow into shared ownership and oversight. The tradeoff is ecosystem breadth: ClientEdge CRM has no integrations and is web-only, with email support. Choose it for its built-in sales and follow-up toolkit; choose an alternative if mobile access, connected third-party systems, or broader platform reach are essential.
ClientEdge CRM pros and cons
- Where it wins
- Power dialer, SMS, email, and drip campaigns support active follow-up.
- AI assistant and voice input add a faster way to manage CRM work.
- Lead routing, shared pools, and brokerage controls support growing teams.
- Where it doesn't
- The product is web-only, with no mobile app.
- ClientEdge CRM has no integrations.
- Support is provided through email.
ClientEdge CRM fact sheet, pricing and score →
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