Real Estate CRM Comparison 2025: Finding the Right Tool for Solo Agents
Last updated: December 2025
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You're Here Because You're Tired of Feeling Behind
You've tried a CRM. Maybe Follow Up Boss. Maybe LionDesk. Maybe you're still using it, but every time you open it, you see 40 overdue tasks and feel like you're failing.
Or maybe you haven't tried one yet. You've been resisting because every demo feels overwhelming - too many features, too many tabs, too much pressure.
Here's the truth: Most real estate CRMs are built for teams, for lead mills, for agents who want to automate everything. They're not built for solo agents who get 80% of their business from referrals and just want to remember people without feeling guilty.
This page is different. We're going to compare MEMO (that's us) to the major CRMs honestly. We'll tell you when a competitor is better. We'll tell you who MEMO is NOT for. And we'll help you figure out which tool actually fits how you work.
Quick Navigation:
- Quick Comparison Table - See all options at a glance
- Follow Up Boss - The market leader
- LionDesk - The all-in-one platform
- Realvolve - Workflow automation focused
- Top Producer - Legacy platform
- Others Worth Considering - Wise Agent, kvCORE, etc.
- When to Choose MEMO - Who we're built for
- Decision Framework - How to choose
At a Glance: Real Estate CRM Comparison
| CRM | Best For | Core Strength | Weakness | Price | Philosophy |
|---|---|---|---|---|---|
| MEMO | Solo agents, sphere-focused | Simple daily workflow (3 priorities) | No team features, no built-in texting | $49/mo | Remember people, not metrics |
| Follow Up Boss | Teams, lead-heavy ops | Lead routing, team coordination | Overwhelming for solo agents | $69-99/mo | Manage pipeline velocity |
| LionDesk | All-in-one seekers | Texting, calling, video, transactions | Feature bloat, complex | $25-65/mo | Swiss Army knife approach |
| Realvolve | Workflow automation | Custom automation, smart plans | Over-engineered for most | $69-99/mo | Automate everything |
| Top Producer | Traditional agents | Familiar interface, basic tools | Outdated, clunky mobile | ~$40/mo | Legacy reliability |
| Wise Agent | Budget-conscious | Low price, essential features | Limited functionality | $29-49/mo | Affordable basics |
| kvCORE | Brokerage-provided | Comes with brokerage, lead gen | Overwhelming, usually required | Varies | Brokerage ecosystem |
The Fundamental Question: What Kind of Agent Are You?
Before comparing features, answer this:
Where does 80% of your business come from?
If you answered "Internet leads" or "Cold prospecting":
You probably need a traditional CRM with:
- Lead capture and routing
- Automated drip campaigns
- Pipeline stages and conversion tracking
- Call tracking and recording
Consider: Follow Up Boss, LionDesk, or kvCORE
If you answered "Referrals, past clients, and sphere":
You probably need a relationship manager with:
- Simple daily workflow (not 40 tasks)
- Context about people (not lead scores)
- Guilt-free reminders (not red badges)
- Mobile-first capture (not desktop data entry)
Consider: MEMO
This distinction matters more than features. You can't fit a sphere-based business into a lead-funnel CRM without feeling like you're doing it wrong.
Follow Up Boss: The Market Leader
Price: $69-99/month per user
Best for: Teams (5-50 agents), lead-heavy operations, brokerages
Philosophy: Comprehensive pipeline management and team coordination
What Follow Up Boss Does Well
- Team coordination: Lead routing, assignment, permission levels
- All-in-one communication: Built-in texting, calling, email
- Lead management: Zillow integration, lead scoring, source tracking
- Automation: Robust drip campaigns and action plans
- Reporting: Deep analytics on pipeline, activity, ROI
- Market leader: 10+ years, stable platform, lots of integrations
Where Follow Up Boss Falls Short (for Solo Agents)
- Overwhelming dashboard: 47 overdue tasks typical
- Built for teams: Paying for features you don't use
- Guilt-driven: Red badges, "pipeline health declining," overdue warnings
- Expensive: $828-1,188/year for solo agents
- Complex setup: 2-3 weeks to configure properly
- Never-ending tasks: No concept of "done" - list regenerates daily
Choose Follow Up Boss If:
- You run a team of 5+ agents
- You process high volumes of internet leads
- You want comprehensive reporting and analytics
- You need Zillow/Realtor.com integration
- Budget for $70-100/month per user isn't an issue
Choose MEMO Instead If:
- You're a solo agent (or small team that works independently)
- You build business on sphere and referrals (80%+ of deals)
- The task list in Follow Up Boss makes you feel behind
- You want to "win the day" with 3 people, not clear 47 tasks
- You prefer $49/month over $69-99/month
Read detailed comparison: MEMO vs Follow Up Boss →
LionDesk: The All-in-One Platform
Price: $25-65/month depending on tier
Best for: Agents who want every tool in one login
Philosophy: Swiss Army knife - texting, calling, video email, transactions, everything
What LionDesk Does Well
- Affordable all-in-one: Cheaper than Follow Up Boss ($25-65 vs $69-99)
- Built-in everything: Texting, calling, video email (BombBomb-style)
- Transaction tools: Track dates, upload docs, automate reminders
- Video email: Included in Pro plan (usually $30-40/mo separately)
- Lead tools: Capture forms, landing pages, basic nurture
Where LionDesk Falls Short
- Feature bloat: 80% of features go unused by solo agents
- Overwhelming interface: Too many tabs, menus, options
- Jack of all trades: Built-in tools aren't as good as specialized ones
- Learning curve: 1-2 weeks to learn the platform
- Mobile app cluttered: Desktop features crammed into phone
- Paying for tools you don't need: Video email, dialer if you prefer your phone
Choose LionDesk If:
- You want truly all-in-one (texting, calling, video, transactions)
- You actually use video email regularly
- You need transaction coordinator tools built in
- You want everything in one login (even if cluttered)
- You like comprehensive platforms
Choose MEMO Instead If:
- You feel overwhelmed by "all-in-one" platforms
- You don't regularly use video email
- Your phone already does great texting/calling
- You use separate transaction tools (DocuSign, dotloop)
- You want simple and fast over comprehensive
- You prefer peace of mind over feature checklists
Read detailed comparison: MEMO vs LionDesk →
Realvolve: Workflow Automation Powerhouse
Price: $69-99/month
Best for: Agents who love automation and custom workflows
Philosophy: Automate every aspect of relationship management
What Realvolve Does Well
- Smart Plans: Sophisticated automation sequences
- Workflow flexibility: Customize everything (if/then logic, triggers, actions)
- Relationship-focused: Positions itself as more than a sales CRM
- Contact management: Rich profiles and interaction tracking
- Template library: Pre-built workflows for common scenarios
Where Realvolve Falls Short
- Over-engineered: Most agents use 20% of automation capabilities
- Complex setup: Requires significant time investment to configure
- Automation overwhelm: Setting up smart plans feels like programming
- Expensive: Same price as Follow Up Boss ($69-99/month)
- Still has guilt metrics: "Incomplete" workflows, overdue actions
- Learning curve: Steep for less technical agents
Choose Realvolve If:
- You love building complex automations
- You have time to invest in setup (2-4 weeks)
- You want sophisticated if/then workflow logic
- You're technical and enjoy customization
- Budget for $70-100/month works
Choose MEMO Instead If:
- You want simple automation (drift tracking, not smart plans)
- You don't want to "program" your CRM
- You prefer 10-minute setup over 2-week configuration
- You'd rather spend time with clients than building workflows
- You want to feel productive, not like a CRM administrator
Read detailed comparison: MEMO vs Realvolve → (coming soon)
Top Producer: The Legacy Platform
Price: ~$40/month
Best for: Traditional agents comfortable with older interfaces
Philosophy: Tried-and-true CRM, been around since 1991
What Top Producer Does Well
- Familiar interface: If you've used it before, it's comfortable
- Mid-range pricing: Cheaper than Follow Up Boss/Realvolve
- Basic essentials: Contact management, task lists, calendar sync
- Stability: 30+ years in business, not going anywhere
- Traditional approach: No trendy features, just core CRM
Where Top Producer Falls Short
- Outdated interface: Feels like Windows 98
- Clunky mobile app: Not mobile-first, barely mobile-adequate
- Limited automation: Basic compared to modern CRMs
- Aging platform: Tech debt shows in user experience
- Behind the times: No modern features (video email, smart workflows)
- Declining market share: Losing ground to newer platforms
Choose Top Producer If:
- You've used it for years and it's comfortable
- You don't need modern features or slick UI
- You want basic CRM at mid-tier price
- You're transitioning from paper/spreadsheets
Choose MEMO Instead If:
- You want a modern mobile-first experience
- You expect software built for 2025, not 1995
- You want thumb-optimized design (not desktop-first)
- You value UX and design
- You want something that feels alive, not legacy
Others Worth Considering
Wise Agent
Price: $29-49/month
Good for: Budget-conscious agents who need basic features
Trade-off: Limited functionality, basic automation, fewer integrations
Choose if: Price is your #1 concern and you need bare essentials
kvCORE
Price: Usually included with brokerage
Good for: Agents whose brokerage provides it
Trade-off: Often overwhelming, typically required by brokerage (not chosen)
Choose if: Your brokerage requires it (you don't have a choice)
HubSpot (with real estate templates)
Price: Free tier available, paid plans $50-3,200/month
Good for: Agents who thought they needed enterprise software
Trade-off: Massive overkill for solo agents, built for B2B sales teams
Choose if: You're a masochist (kidding... sort of)
Google Sheets + Phone Contacts
Price: Free
Good for: Agents who've given up on CRMs
Trade-off: No automation, no reminders, requires iron discipline
Choose if: You've tried CRMs and hated them all - sometimes simple is best
When to Choose MEMO: Who We're Built For
MEMO is not for everyone. And that's intentional.
Choose MEMO If You:
✅ Are a solo agent (or small team working independently)
✅ Build business on referrals and sphere (80%+ of deals come from relationships, not internet leads)
✅ Feel overwhelmed by traditional CRMs (the task lists never end, the guilt never stops)
✅ Want a daily goal you can complete ("Win the day in 3 taps" - then you're done)
✅ Prefer mobile-first experience (log memos at red lights, not desktop data entry)
✅ Value peace of mind over metrics (no "sphere health" scores, no guilt dashboards)
✅ Don't need team features (lead routing, admin dashboards, permission levels)
✅ Already have a phone (don't need built-in texting/calling)
✅ Like gamification (Daily Deal makes data entry actually fun)
✅ Want to remember people, not manage leads (humans, not pipeline stages)
Don't Choose MEMO If You:
❌ Run a team of 5+ agents (we're solo-focused)
❌ Process high volumes of internet leads (we're sphere-focused)
❌ Need Zillow/Realtor.com integration (we don't do lead platforms)
❌ Want built-in texting, calling, video email (your phone already does this)
❌ Need transaction management tools (use DocuSign, dotloop, SkySlope)
❌ Love complex automations (we do simple drift tracking, not smart plans)
❌ Want comprehensive analytics dashboards (we show context, not metrics)
❌ Thrive on task lists (we have The Stack - max 3 people per day)
What Makes MEMO Different: The Philosophy
Most CRMs optimize for productivity. They measure success by:
- Activities logged (calls, texts, emails)
- Tasks completed (the list never ends)
- Pipeline velocity (moving leads through stages)
- Sphere health percentage (you're always behind)
MEMO optimizes for peace of mind. We measure success by:
- Did you connect with the 3 most important people today?
- If yes: You won the day ✓
Everything else is optional.
The Core Difference: The Stack
Traditional CRMs give you:
- 47 tasks on your dashboard
- Sorted by "overdue" (guilt-based)
- List regenerates as automations trigger
- No concept of "done"
- You feel perpetually behind
MEMO gives you The Stack:
- The Short List (3 people max) - If you complete this, you won the day
- The Daily Deal (optional) - 5-card data game, 2 minutes, makes suggestions smarter
- Focus Stacks (optional) - Deep dives when you want to optimize
The promise: You're allowed to be done. The list ends.
The Three Features That Matter
1. The Floating Action Button (FAB)
- Always visible, bottom-right corner
- Tap → Type/dictate → Tag person → Done
- 10 seconds, 3 taps
- The Red Light Test: Can you log a thought before the light turns green? Yes.
2. The Pulse
- Background drift tracking (who you haven't talked to in a while)
- Adapts to your patterns + their importance
- No due dates, no "overdue" guilt
- Observational language: "It's been a minute" (not "14 days overdue")
- Surfaces people on The Short List when they drift
3. The Daily Deal
- 5 random cards from your sphere
- Each asks ONE quick question: "Does Andrew have a partner?" "What's Wade's favorite restaurant?"
- Swipe to skip, swipe to answer
- 2 minutes = 35 enriched profiles per week
- Makes boring data entry feel like progress
Decision Framework: How to Choose
Still not sure? Use this framework:
Question 1: Where do your deals come from?
80%+ from internet leads (Zillow, realtor.com, cold prospecting): → Choose: Follow Up Boss or LionDesk (you need lead management tools)
80%+ from referrals, past clients, sphere: → Choose: MEMO (you need relationship management, not lead funnels)
Question 2: How do you feel when you open your CRM?
Productive (I love structure and task lists): → Choose: Follow Up Boss or Realvolve (you'll use the features)
Overwhelmed (there's always something I'm behind on): → Choose: MEMO (finite goals, guilt-free design)
Question 3: What's your team size?
5+ agents sharing leads: → Choose: Follow Up Boss (only option with real team features)
Solo agent or small team working independently: → Choose: MEMO (built specifically for you)
Question 4: How much do you actually use built-in texting/calling?
Every day, all day (I want everything in one login): → Choose: LionDesk (best all-in-one at mid-tier price)
Rarely or never (my phone works great): → Choose: MEMO (no need to pay for features your phone does free)
Question 5: How technical are you?
Very technical (I love building custom automations): → Choose: Realvolve (most customizable)
Not technical (I just want it to work): → Choose: MEMO (10-minute setup, zero configuration needed)
The Honest Truth About "Switching"
Most agents don't switch CRMs. They just stop using them.
You sign up for Follow Up Boss. Spend 2 weeks configuring it. Use it for 3 months. Then slowly stop logging in because it makes you feel bad.
Or you sign up for LionDesk. Get excited about all the features. Then realize you only use 5 of them. But you keep paying because you feel like you should use the others.
The real question isn't "Which CRM has the most features?"
The real question is: "Which tool will I actually open every day?"
Because a simple tool you use daily beats a powerful tool you avoid.
Try Before You Decide
Every CRM on this page offers free trials.
- Follow Up Boss: 14 days
- LionDesk: 14-30 days (varies)
- Realvolve: 14 days
- Top Producer: 30 days
- MEMO: 14 days
Here's what to test during your trial:
Day 1: How long does setup take? (MEMO: 10 minutes, Others: 1-2 weeks)
Day 3: Can you log a quick thought at a red light? (MEMO: Yes, Others: Usually no)
Day 7: Do you feel productive or guilty when you open it? (This tells you everything)
Day 14: Are you using the features you're paying for, or just the basics?
Pricing Summary (Annual Cost Comparison)
| CRM | Solo Agent Cost | What You're Paying For |
|---|---|---|
| Wise Agent | $348-588/year | Budget basics |
| Top Producer | ~$480/year | Legacy platform |
| LionDesk (Core) | $300/year | Basic CRM only |
| LionDesk (Pro) | $468/year | + Texting, calling, video |
| MEMO | $588/year | Simple mobile-first PRM |
| LionDesk (Team) | $780/year | + Team features, advanced automation |
| Follow Up Boss | $828-1,188/year | Comprehensive team CRM |
| Realvolve | $828-1,188/year | Workflow automation |
The Question: Are you paying for features you need, or features that sound good in demos?
Final Recommendation: Start Simple
If you're reading this far, you're probably:
- Overwhelmed by options
- Frustrated with your current CRM (or lack thereof)
- Worried about making the wrong choice
Our advice: Start with the simplest tool that solves your actual problem.
If your problem is: "I can't keep track of 500 internet leads" → You need Follow Up Boss or LionDesk
If your problem is: "I forget to follow up with past clients and lose referrals" → You need MEMO
If your problem is: "I need to coordinate leads across a team" → You need Follow Up Boss (only real option)
If your problem is: "My CRM makes me feel bad" → You need MEMO (we're designed for this exact feeling)
Don't buy the most powerful tool. Buy the tool you'll actually use.
Try MEMO Free for 14 Days
No credit card. No contract. No guilt if you decide it's not for you.
If you're a solo agent who builds business on referrals and wants a CRM that doesn't make you feel behind, MEMO might be for you.
Or Read the MEMO Manifesto → to understand our philosophy first.
Still Have Questions?
Email us: support@memoforagents.com
Read detailed comparisons:
- MEMO vs Follow Up Boss →
- MEMO vs LionDesk →
- MEMO vs Realvolve → (coming soon)
This comparison guide is updated quarterly. Last updated December 2025.