Free: The Real Estate CRM Comparison Spreadsheet (2026)
Eleven CRMs compared on real price, contract length, setup fees, and cancel-anytime terms — sourced from our official-page audit. Sort and filter it your way. Enter your email and we’ll send it.
The real estate CRMs that hide their prices behind a demo tend to hide something else too: how long you’re locked in. We read the official terms of service, pricing pages, and help docs for 10 leading real estate CRMs in June 2026 to answer the questions a sales demo skips: minimum contract length, setup fees, and what it actually costs to cancel.
Cite or share this report
Citable finding: In a July 8, 2026 re-check by The Pro Tool Kit, only 3 of 10 reviewed real estate CRM platforms openly published no-contract, cancel-anytime terms: Follow Up Boss, Wise Agent, and IXACT Contact.
Suggested attribution: Source: The Pro Tool Kit, Real Estate CRM Contracts, Setup Fees & Cancellation Report 2026.
Deep link: https://theprotoolkit.com/real-estate-crm-contracts-fees-report-2026/#cite
Contact for corrections or updates: hello@theprotoolkit.com
Key findings
- 6 of 10 require a term commitment — no true month-to-month at signup: BoldTrail, Real Geeks, BoomTown, Sierra Interactive, CINC, and Top Producer.
- Only 3 of 10 openly publish no-contract, cancel-anytime terms: Follow Up Boss, Wise Agent, and IXACT Contact — the same lower-cost CRMs that publish their pricing.
- 6 of 10 charge a setup, implementation, activation, or onboarding fee — but only Sierra Interactive and Real Geeks publish clear platform setup-fee amounts in the public materials checked.
- Early-termination penalties are real: Real Geeks (a two-month buyout), CINC and Lofty (remaining contract value), BoldTrail and Top Producer (no mid-term exit at all).
- Two widely repeated claims are false: “Real Geeks has no contracts” (its core platform has a 6-12 month term) and “Wise Agent requires 30 days’ cancellation notice” (it doesn’t).
Real estate CRM contracts, setup fees & cancellation, 2026
Verified from each vendor’s official terms of service, pricing page, or help center and re-checked on July 8, 2026. “Not published” means the vendor confirms the term exists but withholds the detail (typically pushed into a private signed agreement). We excluded third-party estimates.
| Platform | Min. contract | Setup fee | Cancel anytime? | Free trial |
|---|---|---|---|---|
| Follow Up Boss | None — month-to-month | None | Yes | 14-day |
| Wise Agent | None — month-to-month | None | Yes | 14-day |
| IXACT Contact | None — month-to-month | None (optional $69 IDX add-on) | Yes | 14-day |
| Lofty (formerly Chime) | Month-to-month OR annual contract (varies) | Activation fee — amount not published | Monthly: yes | No (core) |
| Sierra Interactive | Signed agreement (not published) | $500 monthly / $0 annual | No — auto-renews | No |
| BoldTrail (Inside Real Estate) | Term commitment — not published | Implementation fee — not published | No — 30-day notice before term end | No |
| Real Geeks | Initial term identified in order summary; lead-guarantee materials reference 6- or 12-month commitments | $500 one-time setup fee published on pricing page | No — early cancellation buyout penalty | No |
| BoomTown | 12-month (per sales FAQ) | Not published | Core terms not published | No |
| CINC | Initial term — not published | Nonrefundable setup fee — not published | No — remaining-fees penalty | No |
| Top Producer | Initial term — not published | Setup fee exists — not published | No — 15-day notice at term end | No |
The table is intentionally conservative. If a vendor does not publish an amount or exact term, we leave it as not published instead of filling the gap with third-party estimates or sales-call anecdotes.
Copyable data
Researchers, writers, broker-owners, and operators can copy the CSV-style data below for internal notes or citations. Please cite and link to this report if you republish the findings.
Platform,Min contract,Setup fee,Cancel anytime,Free trial Follow Up Boss,None - month-to-month,None,Yes,14-day Wise Agent,None - month-to-month,None,Yes,14-day IXACT Contact,None - month-to-month,None (optional $69 IDX add-on),Yes,14-day Lofty (formerly Chime),Month-to-month OR annual contract (varies),Activation fee - amount not published,Monthly: yes; Contract: 90-day notice,No (core) Sierra Interactive,Signed agreement (not published),$500 monthly / $0 annual,No - auto-renews,No BoldTrail (Inside Real Estate),Term commitment - not published,Implementation fee - not published,No - 30-day notice before term end,No Real Geeks,Initial term identified in order summary; lead guarantee references 6- or 12-month commitments,$500 one-time setup fee,No - early cancellation buyout penalty,No BoomTown,12-month (per sales FAQ),Not published,Core terms not published,No CINC,Initial term - not published,Nonrefundable setup fee - not published,No - remaining-fees penalty,No Top Producer,Initial term - not published,Setup fee exists - not published,No - 15-day notice at term end,No
The hidden commitment cost: early-termination penalties
For the demo-gated and contract-gated platforms, leaving early is not automatically free. Real Geeks’ terms/support material describe an early cancellation buyout tied to the initial term. CINC and Lofty’s contract plan require paying the remaining contract value. BoldTrail and Top Producer do not present a simple public cancel-anytime path. These are the costs a pricing page rarely makes as prominent as the signup pitch.
Two “facts” about real estate CRM contracts that are wrong
“Real Geeks has no contracts.”
Not a safe assumption for the core platform. Real Geeks’ terms point to an initial term identified in the order summary, and its public lead-guarantee language references 6- and 12-month commitments. Confirm the exact term in writing before signing.
“Wise Agent requires 30 days’ cancellation notice.”
False. You can cancel anytime by email, effective at the end of the current billing period. The 30-day clause in their agreement governs Wise Agent’s own price-change notices, not your cancellation.
The cleanest no-contract options
If avoiding a lock-in is the priority, three CRMs publish month-to-month terms with no setup fee and cancel-anytime cancellation: Follow Up Boss ($69/user/mo), Wise Agent ($49/mo), and IXACT Contact ($46.75/mo). Real Geeks now publishes a platform price and setup fee, but that does not make it a no-contract option. Transparency on price and transparency on contract terms still need to be checked separately.
Ask before the demo
Ask for contract length, setup fee, cancellation window, and early-termination cost in writing before you compare quotes.
Separate platform from services
CRM software, IDX website, ad spend, lead concierge, migration, and onboarding can all carry different terms.
Use the companion benchmark
Pair this report with the Real Estate CRM Pricing Transparency Report before signing.
Methodology
Between June 15 and June 23, 2026, we reviewed each vendor’s official Terms of Service / subscriber agreement, pricing page, and help center, then re-checked the cited claims on July 8, 2026. We recorded only terms published on the vendor’s own properties. “Not published” indicates the vendor confirms a term or fee exists but does not disclose the detail publicly (typically deferred to a private order form or signed agreement). Contract terms change and individual agreements vary; confirm current terms with each vendor in writing before signing. Found an error or an update? Email hello@theprotoolkit.com. You’re welcome to cite this report with a link to this page.
Per-claim source list
- 3 of 10 openly publish no-contract/cancel-anytime terms: Follow Up Boss, Wise Agent, and IXACT Contact pricing pages, re-checked July 8, 2026.
- 2 of 10 publish clear setup-fee amounts: Sierra Interactive pricing page and Real Geeks pricing page, re-checked July 8, 2026.
- Real Geeks cancellation risk: Real Geeks terms and support cancellation documentation, re-checked July 8, 2026.
- Demo-gated contract terms: BoldTrail, Lofty, BoomTown, CINC, and Top Producer public terms/pricing materials, re-checked July 8, 2026.
Related TPTK real estate CRM research
For full pricing context, see the companion Real Estate CRM Pricing Transparency Report. If you are comparing specific systems, these supporting guides go deeper on platform fit: BoldTrail review, Follow Up Boss review, Real Geeks review, Lofty review, Sierra Interactive review, and the real estate tools hub.
FAQ
Which real estate CRMs publish no-contract terms?
Follow Up Boss, Wise Agent, and IXACT Contact openly publish month-to-month or cancel-anytime terms in the sources checked for this report.
Which real estate CRM setup fees are published?
2 of 10 reviewed platforms published clear setup-fee amounts in this check: Sierra Interactive and Real Geeks. Sierra lists $500 on monthly plans and $0 on annual. Real Geeks lists a $500 one-time setup fee. Other vendors either stated a setup, implementation, activation, or onboarding fee exists without publishing the amount, or did not list one.
Is Real Geeks really no-contract?
No. Real Geeks’ public pricing now publishes a platform price and setup fee, but its terms point to an initial term in the order summary and its lead-guarantee language references 6- and 12-month commitments. Confirm the exact term and buyout language in writing before signing.
Can I cite this report?
Yes. Please cite The Pro Tool Kit and link to this page. If you see a vendor contract or cancellation update, email hello@theprotoolkit.com so we can re-check the source.