--- title: "RealEstateHalo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about RealEstateHalo Software - reviews, pricing plans, popular comparisons to other Real Estate Agency products and more." source_url: "https://www.capterra.com/p/184080/RealEstateHalo/" page_type: "product" language: "en" --- # RealEstateHalo Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) RealEstateHalo ## What is RealEstateHalo? RealEstateHalo is an all-in-one platform built for marketing to capture more leads and close deals faster. Agents can centralize client records, automate follow-ups, and track interactions to ensure no opportunity is missed. Integrated listing tools make it easy to upload, update, and syndicate properties, reducing manual work and ensuring accurate information for clients. Role-based access, task assignments, and pipeline tracking support collaboration, while built-in analytics provide clear insights into performance, lead sources, and revenue. Cloud-based and mobile-ready, RealEstateHalo gives agents the flexibility to work anytime, anywhere. Scalable for boutique firms or multi-office brokerages, it reduces administrative tasks so agencies can focus on client relationships and growth. ## What is RealEstateHalo used for? [Real Estate Agency](https://www.capterra.com/real-estate-agency-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 81 user reviews Reviews sentiment Positive 93% Neutral 4% Negative 4% Starting price $48 Per User, Per Month Free trial available Includes Free Version 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 RealEstateHalo?[Manage this product listing](https://www.g2.com/products/realestatehalo/claim_requests/new?auto=true) ## RealEstateHalo Overview Updated August 2026 AI summary RealEstateHalo offers cloud-based tools for businesses of all sizes seeking to organize and manage contacts, leads, listings, and sales activities within the real estate agency domain. It brings together CRM, account management, and sales tracking functions, with features such as agent management, customizable branding, campaign management, and a client portal to support daily operations and client interactions. ## 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. ### RealEstateHalo 4.5 (81) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $48 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (81) Ease Of Use 4.5 (118) Value For Money 4.6 (71) Value For Money 4.3 (105) Customer Service 4.8 (70) Customer Service 4.4 (113) ## RealEstateHalo alternatives [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.4 (226)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Gestim](https://www.capterra.com/p/10017947/Gestim/) [4.7 (118)](https://www.capterra.com/p/10017947/Gestim/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10017947/Gestim/) Highest Rated [BrokerKit](https://www.capterra.com/p/184493/BrokerKit/) [4.9 (59)](https://www.capterra.com/p/184493/BrokerKit/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184493/BrokerKit/) [View all alternatives](https://www.capterra.com/p/184080/RealEstateHalo/alternatives/) ## FAQs about RealEstateHalo Overview ### Which roles and teams benefit most from RealEstateHalo? RealEstateHalo is most used by realtors, real estate agents, and brokers who need to manage listings, client follow-up, and day-to-day transaction workflows. Brokerage leaders, branch managers, and principal brokers use it for team oversight and pipeline visibility, while administrators and marketing coordinators support office operations, lead handling, and promotional campaigns. Answer based on 81 reviews Overview ### What company size and specific industries is RealEstateHalo built for? RealEstateHalo is designed for small to mid-sized firms in the real estate sector, including agencies, brokers, and property managers. It fits businesses that need one system for customer relationship management and property management tasks, rather than larger enterprises with more complex operational needs. Features and Usability ### What are the key features of RealEstateHalo? RealEstateHalo includes core CRM and transaction management features, plus lead generation and listing management for real estate workflows. Reviewers most often discuss marketing automation for client emails and postcards, reminders for anniversaries and follow-up, dashboard reporting for client visibility, and live chat or client communication tools that support long-term outreach. Answer based on 38 reviews Limitations ### Does RealEstateHalo have bugs or technical issues? RealEstateHalo works reliably for many teams, but some users still run into minor bugs and data management issues. Real estate agents often describe the automation as dependable once set up, though a few mention missing contact details, limited alerts, occasional monitoring needs, and questions about lead quality or reporting behavior. Answer based on 20 reviews Pricing ### How much does it cost and what fees or limitations are included? RealEstateHalo starts at $48 per month per user on the Starter plan, billed annually for one user or team with 500 contacts. Growth is $415 per month for up to 3 users and 3,000 contacts, Pro is $665 per month for up to 10 users and 10,000 contacts, and a free version and free trial are available. Answer based on 2 reviews Integrations ### Which third-party tools and platforms does RealEstateHalo integrate with? RealEstateHalo integrates with MoxiWorks, Paperless Pipeline, Reliance Network, and SkySlope. These integrations cover real estate workflow, transaction management, and related platform connections for teams that need to move data between core property operations and back-office systems. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does RealEstateHalo offer? RealEstateHalo offers in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide scheduled group learning, documentation serves as written reference, and videos offer self-paced visual guidance. Answer based on 1 reviews Getting Started and Support ### What customer support options does RealEstateHalo offer, and how do users rate the experience? RealEstateHalo offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as quick, available, and helpful when questions come up, but some report ignored emails, difficulty making profile or interface changes, and needing to contact support because parts of the system are not intuitive. Answer based on 34 reviews Features and Usability ### Is RealEstateHalo easy to use for real estate agents? RealEstateHalo feels easy to use for many real estate agents, especially for client follow-up and automated outreach. Many users like the simple day-to-day workflow and helpful support, but some find the dashboard, button placement, mobile access, and initial setup confusing without training or time to explore features. Answer based on 38 reviews ## Features AI summary Based on 401 Real Estate Agency reviews Not all Real Estate Agency software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Electronic Signature** (**68%** of reviewers rated this feature as critical) - **Transaction Management** (**55%**) - **Listing Management** (**54%**) RealEstateHalo includes **Transaction Management** and **Listing Management**, giving real estate teams a way to track deals from start to close and keep property information organized across active listings. However, it does not offer **Electronic Signature**. Instead, it provides other features that reviewers also rate as important, including **Contact Management** (**50%**) and **Lead Management** (**49%**), helping businesses stay on top of client relationships and new opportunities while keeping sales activity moving forward. Activity Dashboard 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Campaign Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Agent Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Branding 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications RealEstateHalo 25 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. - 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 Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - 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 - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - 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 - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system --- Get Advice We can help you find the software with the features you need. Features 4.3 (81) 4.3 Based on 81 reviews ## Pricing Value for money 4.6 (71) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/184080/RealEstateHalo/pricing/) Starter $48.00 Per User,Per Month It includes: - White glove account setup - Personalized profile - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics and reporting - Marketing Store access - Access to follow-up programs - Live customer support Growth $415.00 Other,Per Month It includes: - White glove account setup - Personalized profile - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics and reporting - Marketing Store access - Access to follow-up programs - Live customer support Pro $665.00 Other,Per Month It includes: - White glove account setup - Personalized profile - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics and reporting - Marketing Store access - Access to follow-up programs - Live customer support Enterprise - Brokerage Call for Pricing 248-669-6900 It includes: - Everything in Pro - Brokerage branding - Custom post-close programs - Custom just listed / sold - Custom marketing - Office rostering - MLS integration - TMS integration - Client satisfaction surveys - Testimonial capture - Custom Marketing Store - Executive reporting NPS/CSAT - Branch reporting - Heirarchy management - Compliance & encryption - Google Reviews Value for money 4.6 (71) 4.6 Based on 71 reviews ## Integrations [ SkySlope](https://www.capterra.com/p/172896/SkySlope/)[ Paperless Pipeline](https://www.capterra.com/p/172897/Paperless-Pipeline/)[ Reliance Network](https://www.capterra.com/p/235867/Reliance-Network/)[ MoxiWorks](https://www.capterra.com/p/10031769/MoxiWorks/) 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 Customer Service 4.8 (70) 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 Customer Service 4.8 (70) 4.8 Based on 70 reviews ## User reviews Overall rating 4.5 Based on 81 reviews Filter by rating 5(55) 4(20) 3(3) 2(1) 1(2) Mentioned topic Sorted by most recent Donald S. Realtor Real Estate ### "Perfection at it's best" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 31, 2026 It's a pleasure from start to finish! Frfom the moment I spoke with \[sensitive content hidden\] on the phone till the time I received the product for proof reading was amazing, Pros \[sensitive content hidden\] is a pleasure to work with and always Ms. perfectrion! I would never use anyone else! Best buy for the money! Cons Nothing, there is never a problem, I can;t make up a lie just to fill this up! I keep searching for something and can't find it. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JM Jamie M. Office Administrator Real Estate ### "Efficient, Effortless, and Easy!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2026 LOVE it! The support team, especially \[sensitive content hidden\], is incredibly helpful. Allowed me to customize services for specific people and teams so that all our agents are happy. Postcards are a great marketing tool for our properties and we don't even have to lift a finger to create them! Pros Streamlined and most things are automatically completed for me so there's minimal effort on my end. Makes my busy days less busy when I don't have to worry about it! Cons JUST SOLD postcards not automatically feeding through from the MLS, so they have to manually be created. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. KL Karen L. Listing and Marketing Assistant Real Estate ### "Administrative Assistant To \[sensitive content hidden\]" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2026 No complaints. Very easy program. x Pros The best part of Halo for me is the rep that I always go to when I need help. \[sensitive content hidden\] is the best. No matter what I need she is there to help and save the day. I would be lost without her in your company. Cons Sometimes it is hard getting someone by phone. x Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MC Michael C. owner Real Estate ### "Manistee area" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 October 22, 2025 I had a great experience and Will continue to use them. This company has helped my company grow to a new level Pros The quick response for help from their help desk and i didn’t have to wait this group of people at this company are terrific Cons Nothing they did everything correctly the first time i have never seen such a quick response to my question Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. DD Delores D. realtor Real Estate ### "Feedback on your service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 22, 2019 Awesome!!! I have been realtor for 47 years Pros It is a great way to stay in contact with your pass clients Cons Sometimes the phone number is not there. I guess that is my fault I most likely did not give to you when thay signed up. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 30, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that MyLeadDashboard keeps you in contact with your past clients. We appreciate your feedback! Thanks again! IG Ioana G. Realtor Real Estate ### "Good" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 December 20, 2019 I got one listing after I sent out just sold card. Pros The fact you are sending feedback request (about my performance) to my clients after a closing. Cons I do not know why you are not sending anything out when I have a closing for a residential lot. This property are not easy to sell. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 27, 2019 Thanks for leaving a review! The team at Continuity Programs is pleased to hear your wonderful feedback! We are happy to hear that you got a new listing after sending out Just Sold cards. Regarding your comment about residential lots, we do not receive data for vacant lots automatically, but you are able to order cards for those if you click on Shop Store when you are logged into MyLeadDashboard. Our Customer Service Specialists can walk you through how to order these if that would be helpful. Thanks again! IB Iris B. Agent Real Estate ### "Staying Top Of Mind Has Never Been Easier!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 20, 2019 Pros I love the multiple touch points throughout the year! It has never been easier to remain in touch with my past clients. With the automated postcards and online surveys, my clients receive several opportunities to ask for more information. I love the dashboard and ease of pulling reports. Cons Really, nothing. Once I took the time to learn it, it was very user-friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 27, 2019 Thanks for leaving a review! The team at Continuity Programs is pleased to hear your wonderful feedback! We are happy to hear that you love the automated marketing touchpoints, dashboard and reports. Thanks again! DO Danielle O. Realtor Real Estate ### "Notifications" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 20, 2019 Pros The site is not terribly user friendly. I need to call customer service when searching for how to do or find almost everything. Customer service is terrific and once shown it is easy but not obvious. Cons It would be helpful if we received notices or reminders when: Clients respond Program for client is expiring Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 27, 2019 Thanks for leaving a review! The team at Continuity Programs is pleased to hear your wonderful feedback! We are happy to hear that our customer service is terrific. I will pass along your feedback to our development team about getting additional notifications. Also, you are able to submit feature requests directly to our development team when you are logged in. Just click on the menu under your name. Stay tuned for an upgrade coming that will update the look and feel of the site along with improved user experience. Thanks again! PR Patricia R. Realtor Real Estate ### "Satisfaction " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 20, 2019 This helps us to stay in contact with past clients to keep relationships open in hopes of getting referrals or another sale. Pros Helps to keep in contact with past clients. Cons There is nothing I dislike in this product as of now. Reasons for choosing RealEstateHalo This is an option offered through our office and it helps us to stay in contact with past clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 27, 2019 Thanks for leaving a review! The team at Continuity Programs is delighted to receive a perfect 10/10! We are happy to hear that MyLeadDashboard helps you stay in contact with past clients. Thanks again! AG Amanda G. Realtor Real Estate ### "User friendly and clients like it" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 December 19, 2019 It is helpful for connecting with my clients. It acts like a tickler file for me. Thanks Pros Tells me important dates for my clients and informs me when they have engaged with a survey Cons Somewhat clunky at first to navigate around Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 20, 2019 Thanks for leaving a review! The team at Continuity Programs is pleased to hear your wonderful feedback! We are happy to hear that MyLeadDashboard is user friendly and clients like it. Thanks again! [View all Reviews](https://www.capterra.com/p/184080/RealEstateHalo/reviews/) ## 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.