--- title: "ClientEdge CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientEdge CRM Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more." source_url: "https://www.capterra.com/p/10038304/ClientEdge-CRM/" page_type: "product" language: "en" --- # ClientEdge CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) ClientEdge CRM ## What is ClientEdge CRM? Real Estate CRM is customer relationship management software designed for real estate professionals. The platform includes contact management, automated follow-ups, and drip campaign capabilities. An AI assistant drafts emails, generates listing descriptions, and offers productivity guidance. A smart calendar helps organize schedules and appointments. The system features a power dialer with tiered calling plans, mass SMS functionality, and email campaign tools for client communication. A client ranking system categorizes contacts to help prioritize relationships. Goal tracking monitors revenue, closings, and contact targets. Reporting features provide conversion funnel visualization and performance metrics. The software includes automated property search alerts that match client criteria with new listings. Additional tools include holiday email templates and document storage capabilities. ## What is ClientEdge CRM used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientEdge CRM?[Manage this product listing](https://www.g2.com/products/clientedge-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientEdge CRM 0.0 VS. [### HouseJet](https://www.capterra.com/p/201552/Market-Maker/) [4.3 (402)](https://www.capterra.com/p/201552/Market-Maker/reviews/) Starting Price $15 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (402) Value For Money 0.0 (0) Value For Money 4.1 (380) Customer Service 0.0 (0) Customer Service 4.3 (391) ## ClientEdge CRM alternatives [CINC](https://www.capterra.com/p/152829/CINC/) [4.1 (249)](https://www.capterra.com/p/152829/CINC/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152829/CINC/) [BoldTrail](https://www.capterra.com/p/176447/BoldTrail/) [4.4 (564)](https://www.capterra.com/p/176447/BoldTrail/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176447/BoldTrail/) [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) [4.0 (323)](https://www.capterra.com/p/152143/Top-Producer-CRM/reviews/) Starting price $129.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152143/Top-Producer-CRM/) Highest Rated [Property Shell](https://www.capterra.com/p/165186/Property-Shell/) [5.0 (29)](https://www.capterra.com/p/165186/Property-Shell/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/165186/Property-Shell/) ## FAQs about ClientEdge CRM Overview ### What company size and specific industries is ClientEdge CRM built for? ClientEdge CRM is designed for real estate businesses and professionals, including real estate agents and brokerages, as well as homeowners, homebuyers, and property sellers. It fits organizations in the property and real estate sector rather than a specific company size, serving both independent professionals and larger brokerage teams. Features and Usability ### What are the key features of ClientEdge CRM? ClientEdge CRM offers client and contact management, lead generation, lead capture, lead qualification, and pipeline management for sales tracking. It also includes appointment and calendar management, email marketing, email templates, reporting/analytics, workflow management, document management, third-party integrations, and real-time data synchronization. Pricing ### How much does it cost and what fees or limitations are included? ClientEdge CRM starts at $15 per month for the FSBO (For Sale By Owner) Plan, with cancel anytime terms, no contracts, and no hidden fees. The Agent Monthly Plan is $25 per month, and the Agent Yearly Plan is $275 per year, billed yearly with 1 month free. Getting Started and Support ### What training and onboarding options does ClientEdge CRM offer? ClientEdge CRM provides in person training, webinars, documentation, and videos. In person training supports guided instruction, webinars allow live online learning, documentation offers written reference material, and videos give teams a visual format for reviewing product features and setup steps at their own pace. Getting Started and Support ### What customer support options does ClientEdge CRM offer? ClientEdge CRM provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users ways to submit issues and find self-service guidance. No reviewer feedback about support quality is available, so no claims can be made about response times or helpfulness. ## Features AI summary Based on 1,459 Real Estate CRM reviews Capterra data shows that buyers of real estate CRM rank the following features as their top priorities: - **Contact Database** (**60%** of reviewers rated this feature as critical) - **Client Management** (**54%**) - **Customer Database** (**49%**) ClientEdge CRM supports all three features that reviewers rate highest: **Contact Database**, **Client Management**, and **Customer Database**. Together, these capabilities give teams a central place to store relationship details, manage client interactions, and maintain accurate customer records, helping businesses stay organized, respond faster, and build stronger client relationships. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Calendar Management Track and manage schedules and meetings via an integrated calendar ClientEdge CRM 40 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing [View pricing plan details](https://www.capterra.com/p/10038304/ClientEdge-CRM/pricing/) FSBO (For Sale By Owner) Plan $15.00 Flat Rate,Per Month It includes: - Access to Exclusives marketplace - Upload up to 10 photos per listing - Direct messaging with buyer's agents - Neighborhood market reports and nearby home pricing data - Document storage and sharing - Track listing status (Active, Under Contract, Sold) Agent Monthly Plan $25.00 Flat Rate,Per Month It includes: - Unlimited contacts and pipeline management - AI assistant and voice input - Calendar and scheduling - SMS and email campaigns - 40+ CRM features included Agent Yearly Plan $275.00 Flat Rate,Per Year It includes: - Everything included in the Agent Monthly Plan - Priority support - Value Add Marketing - Locked-in pricing Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.