Migrate your The Real Estate CRM data
A web-based real estate CRM built for agents and small teams to manage contacts, leads, listings, and transactions. Evidence about this specific product is limited in our research dataset.
In its favor
Why people choose The Real Estate CRM
The signal that keeps The Real Estate CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Real estate-specific CRM with contact and lead management tailored to agents, per industry CRM comparisons
Simple deal and transaction pipeline tracking for small teams
Pre-built templates for follow-up campaigns and drip sequences
Integration with common real estate tools like IDX websites and lead sources
Mobile accessibility for agents working in the field
No public pricing — every evaluation requires sales contact, slower than self-service competitors like Wise Agent or Pipedrive that publish tiers.
Limited third-party review presence and depth on G2/Capterra/SoftwareAdvice, making independent quality assessment harder than for category leaders like Lofty, Follow Up Boss, or kvCORE.
Smaller integration ecosystem (Twilio, Mailgun, Gmail, Sendgrid, Zoom publicly documented) compared to larger real-estate CRMs that ship MLS, IDX, and brokerage-system integrations out of the box.
Vendor brand strength and US market presence appears modest relative to Lofty/Follow Up Boss/kvCORE, raising switching anxiety for teams concerned about long-term product investment.
Marketing language is generic ('low-cost and highly customizable') without specific differentiators against larger real-estate CRMs, leaving buyers without clear positioning vs. category leaders.
Reasons to switch
Why people leave The Real Estate CRM
The recurring reasons buyers give for replacing The Real Estate CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where The Real Estate CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
The Real Estate CRM pricing overview
The Real Estate CRM uses a per-seat monthly subscription model with three paid tiers ranging from $58/month for individual agents to $833/month for 30-user teams. A 14-day free trial is available. Note that our research did not confirm whether this pricing matches therealestatecrm.com specifically or reflects Follow Up Boss tiers referenced in the source article; scoping confirmation is required.
Free Trial
Tier 1 of 4
14 days
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on The Real Estate CRM's schedule — see our quote-based pricing →
What gets migrated
The Real Estate CRM object support
Object-by-object support for The Real Estate CRM migrations. Per-pair details surface during scoping.
Contacts
Mapping requiredWe map Contacts to the destination CRM's contact or person entity. Without a documented API in our research, we handle this as a field-mapping exercise during scoping.
Companies/Accounts
Mapping requiredIf the source system uses Companies to represent brokerages or agencies, we map these to the destination's account or company object and preserve any linked contact relationships.
Listings
Mapping requiredListings are a real estate-specific object. We map listing records including address, price, status, and listing agent to the destination's equivalent property or listing entity.
Leads
Mapping requiredLead records are mapped to the destination's lead or contact object depending on the target system's object model. We preserve lead source and status fields.
Deals/Transactions
Mapping requiredWe map deal or transaction records, preserving stage, value, and associated contact and listing links. Historical closed-won deals are migrated as read-only records.
Activities
Mapping requiredActivities including calls, emails, showings, and notes are mapped to the destination's activity or engagement log. Activity timestamps and owner assignments are preserved.
Pipeline Stages
Mapping requiredCustom pipeline stage names are mapped to the destination's stage labels. We flag any stages that have no equivalent in the target system for manual review.
Custom Fields
Mapping requiredCustom fields on any object require explicit field-level mapping during scoping. Without API documentation in our research, we confirm custom field availability and types via a test export.
Attachments
Not in this platformAttachments and documents stored in the CRM are not confirmed exportable via documented API. We do not migrate attachments unless we can validate a working export mechanism during Phase 1 scoping.
| Object | Support | Notes |
|---|---|---|
| Contacts | Mapping required | We map Contacts to the destination CRM's contact or person entity. Without a documented API in our research, we handle this as a field-mapping exercise during scoping. |
| Companies/Accounts | Mapping required | If the source system uses Companies to represent brokerages or agencies, we map these to the destination's account or company object and preserve any linked contact relationships. |
| Listings | Mapping required | Listings are a real estate-specific object. We map listing records including address, price, status, and listing agent to the destination's equivalent property or listing entity. |
| Leads | Mapping required | Lead records are mapped to the destination's lead or contact object depending on the target system's object model. We preserve lead source and status fields. |
| Deals/Transactions | Mapping required | We map deal or transaction records, preserving stage, value, and associated contact and listing links. Historical closed-won deals are migrated as read-only records. |
| Activities | Mapping required | Activities including calls, emails, showings, and notes are mapped to the destination's activity or engagement log. Activity timestamps and owner assignments are preserved. |
| Pipeline Stages | Mapping required | Custom pipeline stage names are mapped to the destination's stage labels. We flag any stages that have no equivalent in the target system for manual review. |
| Custom Fields | Mapping required | Custom fields on any object require explicit field-level mapping during scoping. Without API documentation in our research, we confirm custom field availability and types via a test export. |
| Attachments | Not in this platform | Attachments and documents stored in the CRM are not confirmed exportable via documented API. We do not migrate attachments unless we can validate a working export mechanism during Phase 1 scoping. |
Gotchas
What to watch for in The Real Estate CRM migrations
Issues we've hit on past The Real Estate CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No publicly documented API confirmed in research
Limited review volume for product validation
Add-on pricing model increases effective cost
| Severity | Issue |
|---|---|
| High | No publicly documented API confirmed in research |
| Medium | Limited review volume for product validation |
| Medium | Add-on pricing model increases effective cost |
Leaving The Real Estate CRM?
Where The Real Estate CRM customers move next
12 destinations The Real Estate CRM can migrate to.
How a The Real Estate CRM migration works
Four steps, The Real Estate CRM-specific
Connect
Not publicly documented into The Real Estate CRM. Scopes limited to read-only on the data we move.
Map
We translate The Real Estate CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate The Real Estate CRM quirks before production.
Migrate
Full migration with The Real Estate CRM rate-limit handling. Rollback available throughout.
FAQ
The Real Estate CRM migration FAQ
Answers to the questions buyers ask most during The Real Estate CRM migration scoping. Not seeing yours? Book a call.
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