ClientEdge CRM
The facts below are what the maker publishes about ClientEdge CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From ClientEdge CRM's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| FSBO | — | 10 photos per listing |
| Agent Monthly | $39 a month | 1 user · Unlimited contacts · No shared lead pool, team reports, or roles · billed monthly |
| Team Plan - up to 4 agents | $79 a month | 4 agents · Flat-rate pricing; no per-seat math |
| Team Plan - up to 7 agents | — | 7 agents |
| Team Plan - up to 12 agents | — | 12 agents |
| Team Plan - up to 17 agents | — | 17 agents |
| Team Plan | — | Up to 17 agents |
| Brokerage | $18 a month | 10+ seats · Brokerage hierarchy · Compliance tracking and broker review · Audit log · per seat · 10+ seats · annual billing saves 17% |
| Board of Realtors — members 251–999 | $7 a month | Members 251–999 · Member-wide SMS broadcasts · Education and CE event tools · per member · $79/month minimum · graduated pricing |
| Board of Realtors — first 250 members | $8 a month | First 250 members · Member-wide SMS broadcasts · Education and CE event tools · per member · $79/month minimum · graduated pricing |
| FSBO / Homeowner | $15 a month | Up to 10 photos per listing · Exclusives marketplace access · Document storage and sharing |
| Team Plan — up to 4 agents | $79 a month | Up to 4 agents · Shared lead pool and round-robin · Team dashboard and reports · Flat rate |
| Team Plan — up to 7 agents | $139 a month | Up to 7 agents · Shared lead pool and round-robin · Team dashboard and reports · Flat rate |
| Team Plan — up to 12 agents | $225 a month | Up to 12 agents · Shared lead pool and round-robin · Team dashboard and reports · Flat rate |
| Team Plan — up to 17 agents | $340 a month | Up to 17 agents · Shared lead pool and round-robin · Team dashboard and reports · Flat rate |
| Agent Yearly | $390 a year | Everything in Agent Monthly · Priority support · Value Add Marketing · billed yearly |
| Board of Realtors - first 250 members | — | 250 members |
| Board of Realtors - members 251-999 | — | 251-999 members |
| Board of Realtors - 1,000+ members | $6 a month | 1,000+ members · Graduated pricing; $79/month minimum |
The facts
Each one read from ClientEdge CRM's own pages, with the date it was checked.
What it does
- AI tools
- The AI assistant can draft emails, generate listing descriptions, and provide productivity tips.checked 12 Oct 2026
- Automated follow-up
- Yeschecked 22 Sep 2026
- Client management
- Its A-B-C client ranking system helps agents prioritize relationships and identify clients who need attention.checked 12 Oct 2026
- Communications
- The platform offers mass SMS, automated drip campaigns, email campaigns, and a built-in power dialer.checked 12 Oct 2026
- Dialer limit
- The maker says tiered calling plans support up to 12,000 calls per month.checked 12 Oct 2026
- Email marketing
- Yeschecked 22 Sep 2026
- Intended users
- The maker presents ClientEdge as serving solo agents, small teams, brokerages, and boards of Realtors or associations.checked 12 Oct 2026
- Lead routing
- Yeschecked 22 Sep 2026
- Listing limit
- The FSBO plan allows up to 10 photos per listing.checked 12 Oct 2026
- Product
- ClientEdge CRM describes itself as an AI-powered real estate CRM and productivity platform for agents and brokerages.checked 12 Oct 2026
- Property alerts
- Agents can set client search criteria and send matching property listings daily or weekly.checked 12 Oct 2026
- Property matching
- Yeschecked 22 Sep 2026
- Reporting
- Reports include conversion funnel visualization, monthly performance snapshots, and referral reports.checked 12 Oct 2026
- Sales support
- The sales contact page says the company will respond to team or organization inquiries within one business day.checked 12 Oct 2026
- Security and confidentiality
- The maker states that subscriber data is never shared or sold.checked 12 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
The company
- Homeowner marketplace
- Homeowners can list on the Exclusives marketplace, message buyer’s agents, and access neighborhood market reports and nearby home data.checked 12 Oct 2026
- Team limits
- The Team Plan is described for teams of up to 17 agents, with tiers for 4, 7, 12, and 17 agents.checked 12 Oct 2026
