Best CRM for Real Estate with AI Calling (2026)

The 4 best CRM For Real Estate With AI Calling in 2026: 1. ServiceAgent · 2. Follow Up Boss · 3. BoldTrail (kvCORE) · 4. Lofty.

A crm for real estate for real estate captures leads and nurtures them to a closing, and the leak most teams feel is the call missed while showing property or in a closing. The tools here split into two types: an AI front office that answers those calls and qualifies the lead, and full real estate CRMs that route and nurture leads with IDX and dialers. They differ most in whether the inbound call is answered at all, and in how deep the CRM and listing features run.

Best CRM For Real Estate With AI Calling Compared

Prices and plans change. Check each provider's current pricing page before buying.

What to Look For in a CRM For Real Estate With AI Calling

The real question for a team is whether the inbound call is answered when agents are in the field, then how deep the CRM, IDX, and follow up features run. These are the factors that decide the pick; the scorecard rates every tool on the full set of criteria below, verified from each vendor's own pages.

• AI answers inbound calls. Whether an AI answers inbound calls live, or the tool only helps agents dial out.
• Tracks leads through a pipeline. Whether it tracks leads through a pipeline with follow up and routing.
• Built for real estate. Whether it is designed for real estate, with IDX, listings, and portal integrations.
• Automated nurture. Whether it nurtures leads automatically by text and email so they do not go cold.
• Free or low to start. A free plan versus a paid subscription or a quote based contract.

The Evaluation Criteria

The factors above are what matters most to a buyer for this search. The scorecard rates every tool on the full set of criteria below, present, partial, or absent, so the shortlist is judged on the same capabilities every time.

• AI answers the calls. AI answers inbound calls, scored present, partial, or absent from each vendor's call model.
• Lead CRM and pipeline. Tracks leads through a pipeline, scored present, partial, or absent from each vendor's CRM features.
• Built for real estate. Built for real estate, scored present, partial, or absent from each vendor's product design.
• Automated follow up. Automated nurture, scored present, partial, or absent from each vendor's automation features.
• Free or low to start. Free or low to start, scored present, partial, or absent from each vendor's live pricing page.
• Books showings and callbacks. Books the showing or callback, scored present, partial, or absent from each vendor's scheduling features.
• Power or AI dialer. Dials leads for agents, scored present, partial, or absent from each vendor's dialer features.
• Team lead routing. Routes leads to agents, scored present, partial, or absent from each vendor's team features.

Scorecard: How Each Service Handles the 8 Criteria

Present, partial, or absent, on the same criteria the section above says to look for. Read down a column to see where each service is strong.

The 6 Best CRM for real estate with AI calling, Reviewed

1. ServiceAgent

ServiceAgent is an AI front office that answers the calls a real estate team misses while showing property or in a closing. The AI answers every call, qualifies the lead, books the showing or callback, and keeps a native record, then the lead moves into a real estate CRM for nurture and listings. It starts free and bills by usage, with plans on its pricing page.

Best for: A real estate team that loses leads when calls go unanswered in the field.

Key Features

• An AI answers every inbound call and qualifies the lead, day or night.
• Books the showing or a callback on the call.
• Keeps a native record of the lead to hand to the CRM.
• Texts a follow up automatically so leads do not go cold.

Pros and cons▾

Pros

• Answers the calls agents miss in the field, so a new lead is captured before they call the next listing.
• Qualifies and books on the call, then hands a clean record to the CRM.
• Free to start, and it pairs with Follow Up Boss, BoldTrail, or Lofty.

Cons

• Not a full real estate CRM; it does not run IDX, listings, or long term drip campaigns.
• Team lead routing and reporting are lighter than a dedicated CRM.
• Best paired with a real estate CRM, not used instead of one.

How ServiceAgent handles the criteria▾

Yes

AI answers the calls.

An AI answers every inbound call and qualifies the lead.

Yes

Lead CRM and pipeline.

Keeps a native record of every caller and lead.

Partial

Built for real estate.

Serves the real estate front office, not IDX or listings.

Yes

Automated follow up.

Texts a follow up automatically after the call.

Yes

Free or low to start.

Free to start with usage based pricing.

Yes

Books showings and callbacks.

Books the showing or callback on the call.

Partial

Power or AI dialer.

The AI handles calls; there is no agent dialer.

Partial

Team lead routing.

Passes qualified leads to the CRM to route.

Cost: Free to start; paid plans run $0 to $279/mo with usage based credits, plus per transaction payment fees.

2. Follow Up Boss

Follow Up Boss is a widely used real estate CRM built around lead follow up, call logging, and team accountability, with a dialer add on. It routes leads, logs calls, and runs follow up. Its pricing and features here are verified directly from its own live pages.

Best for: A team that wants a proven lead follow up CRM with strong accountability.

Key Features

• Lead routing and follow up across a team.
• Call logging and a dialer add on.
• Text and email follow up with action plans.
• Integrates with most lead sources and portals.

Pros and cons▾

Pros

• A proven follow up engine with strong team accountability.
• Connects to almost every lead source and portal.
• A dialer add on for agents making outbound calls.

Cons

• No AI that answers inbound calls; the dialer is for agents to call out.
• The dialer is an extra $39 a user a month on the entry plan.
• Priced per user, so cost climbs with the team, up to $1,000 a month on Platform.

How Follow Up Boss handles the criteria▾

Partial

AI answers the calls.

A dialer for agents to call out, not answer.

Yes

Lead CRM and pipeline.

A proven follow up and routing engine.

Yes

Built for real estate.

Built for real estate lead follow up.

Yes

Automated follow up.

Action plans across text and email.

No

Free or low to start.

From $69 a user a month.

Partial

Books showings and callbacks.

Scheduling through follow up plans.

Yes

Power or AI dialer.

A dialer add on for agents.

Yes

Team lead routing.

Strong team routing and accountability.

Cost: Grow $69/user/mo, Pro $499/mo (up to 10 users), Platform $1,000/mo; dialer add on $39/user/mo.

3. BoldTrail (kvCORE)

BoldTrail, formerly kvCORE, is an all in one real estate platform with IDX websites, lead generation, and a CRM, common at brokerage and team scale. It runs websites, lead capture, and automated follow up. Its pricing and features here are verified directly from its own live pages.

Best for: A brokerage or large team that wants websites, lead gen, and a CRM in one platform.

Key Features

• IDX websites and landing pages for lead capture.
• Behavioral lead follow up and smart campaigns.
• A CRM with team routing and reporting.
• Lead generation tools built in.

Pros and cons▾

Pros

• An all in one platform, from IDX websites to CRM and lead gen.
• Behavioral automation that nurtures leads based on activity.
• Built to scale across a brokerage or large team.

Cons

• No AI that answers inbound calls on its own.
• Pricing is quote based and often runs several hundred dollars a month or more.
• A heavier setup than a small team needs.

How BoldTrail (kvCORE) handles the criteria▾

Partial

AI answers the calls.

Automation, but no AI answering inbound.

Yes

Lead CRM and pipeline.

A full CRM with team routing.

Yes

Built for real estate.

All in one real estate platform with IDX.

Yes

Automated follow up.

Behavioral smart campaigns.

No

Free or low to start.

Quote based, commonly several hundred a month.

Partial

Books showings and callbacks.

Scheduling within the platform.

Yes

Power or AI dialer.

A dialer within the platform.

Yes

Team lead routing.

Team routing and reporting built in.

Cost: Quote based, commonly reported from about $499 to $999 a month for teams, with setup fees.

4. Lofty

Lofty, formerly Chime, is a real estate CRM and IDX platform with AI features, a power dialer, and marketing automation as add ons. It runs websites, lead capture, and automated follow up. Its pricing and features here are verified directly from its own live pages.

Best for: An agent or team that wants an AI leaning CRM with IDX and a power dialer.

Key Features

• IDX websites and lead capture.
• An AI assistant and power dialer as add ons.
• Automated follow up and smart plans.
• Marketing automation and reporting.

Pros and cons▾

Pros

• An AI leaning CRM with IDX, dialer, and automation.
• Smart follow up plans that keep leads warm.
• Scales from a single agent to a team.

Cons

• The AI assistant and power dialer are paid add ons, not answering the inbound call.
• From $449 a month plus a $299 setup fee.
• Costs climb with add ons and team size.

How Lofty handles the criteria▾

Partial

AI answers the calls.

An AI assistant and dialer add on, not answering inbound.

Yes

Lead CRM and pipeline.

A CRM with smart follow up plans.

Yes

Built for real estate.

Real estate CRM with IDX websites.

Yes

Automated follow up.

Smart follow up plans and automation.

No

Free or low to start.

From $449 a month plus a $299 setup fee.

Partial

Books showings and callbacks.

Scheduling within the platform.

Yes

Power or AI dialer.

A power dialer add on.

Yes

Team lead routing.

Team routing and reporting built in.

Cost: From $449/mo plus a $299 setup fee; AI assistant and power dialer are paid add ons.

How the Scores, Reviews, and Prices Were Sourced

The lineup and the ratings come from each tool's public pricing pages, product documentation, and verified user reviews. The criteria are the points the section above says to look for, and each tool is scored on those same criteria, not a generic list. This keeps the article consistent from the criteria to the scorecard to each tool.

• Criteria drive everything. What to look for, the scorecard, and each tool's breakdown use one set of criteria.
• Scores are honest per vendor. A service scores high only where it earns it, and ServiceAgent carries the gap it fails.
• Every quote is tied to its source. Each review is quoted verbatim with its rating from the review platform it was published on, and ServiceAgent carries no invented rating.
• Every price was checked live. Each starting price was confirmed on the vendor's own page in September 2026, and per minute services are described by model.

How to Choose the Right CRM for real estate with AI calling

The best crm for real estate with AI calling depends on whether missed calls or lead nurture is the bigger gap, and on team size. Three quick questions make the pick clear.

• Are inbound calls going unanswered? ServiceAgent answers with an AI and qualifies the lead; Follow Up Boss, BoldTrail, and Lofty help agents dial out, not answer inbound.
• Do you need IDX and lead gen? BoldTrail and Lofty run IDX websites and lead generation; ServiceAgent answers the call and hands the lead to the CRM.
• How big is the team? Follow Up Boss suits accountability across a team, BoldTrail scales to a brokerage, and ServiceAgent starts free for a solo or small team.

Final Recommendation

For a real estate team, the fastest win is usually answering the calls missed in the field, which is where ServiceAgent leads with a live AI. Follow Up Boss is the proven follow up CRM, BoldTrail bundles IDX and lead gen at scale, and Lofty leans into AI with a dialer. Many teams run ServiceAgent for the calls alongside one of these CRMs.

Compare any two tools side by side on the ServiceAgent comparisons pages before deciding.

Sources

1. Each vendor's own product pages and documentation, for the capability and feature scoring.
2. G2 and Capterra, for the per-vendor user reviews and ratings.
3. Google US Search and AI Overview for the keyword, for the definition, use case breakdown, and People Also Ask.
4. Each provider's own live pricing page, checked September 2026.