MoxiWorks CRM review
A mature brokerage CRM for contacts, pipelines, follow-up, campaigns, and mobile access.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
MoxiWorks CRM is designed for real estate brokerages, teams, and agents that need a shared system for relationship management and sales activity. It brings together contact records, opportunity and pipeline tracking, activity timelines, daily task lists, automated follow-up reminders, lead assignment, smart filters, and contact tagging. Automated email and marketing campaigns extend the CRM beyond basic record keeping, while mobile access covers contacts, tasks, campaigns, and notifications across iOS and Android. The CRM is part of MoxiWorks’ broader RISE platform, which also connects relationship intelligence, presentations, websites, advertising, and MLS-related data.
Pricing is structured for brokerage purchasing rather than individual-agent sign-up. Current RISE materials describe agent-count tiers, and the pricing model is contact sales. That approach fits organizations evaluating a shared platform across a brokerage, particularly where administrators need team lead assignment and coordinated campaigns. It is less suitable for an individual agent seeking a self-serve CRM with a simple per-user checkout. The brokerage-level model should be considered alongside the wider RISE platform because the published positioning spans more than CRM functions alone.
The strongest fit is for teams that prioritize consistent follow-up and relationship visibility. Integrations with MLS data feeds, ShowingTime, Facebook, Instagram, and Title & Escrow support a real estate-oriented ecosystem, while lead import, lead routing, property matching, and email marketing are part of its category capabilities. MoxiWorks CRM is a sensible choice for brokerages wanting a mature relationship-focused system with mobile access and campaign tools. Buyers seeking highly specialized property workflows should compare it with platforms built around deeper transaction or property operations.
MoxiWorks CRM pros and cons
- Where it wins
- Tracks contacts, pipelines, activities, tasks, and opportunities in one system
- Supports lead assignment, automated reminders, campaigns, filters, and tagging
- Connects with MLS data feeds, ShowingTime, social platforms, and Title & Escrow
- Where it doesn't
- Purchased at the brokerage level rather than directly by individual agents
- Uses contact-sales pricing based on agent-count tiers
- Emphasizes relationship management more than specialized property workflows
MoxiWorks CRM fact sheet, pricing and score →
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