--- title: "A real estate CRM for your sphere" description: "A real estate CRM for solo agents who work by referral. Keep past clients close with contact history and follow-up reminders. Try Dex free." canonical: https://getdex.com/realestate/ source: https://getdex.com/llms.txt --- # Be the agent they remember and recommend. Dex helps you remember the details and stay in touch with past clients and your sphere—so you stay top of mind for their next move or referral. - **66%** of sellers found their agent through a referral or had worked with them before. (NAR 2025 Profile of Home Buyers and Sellers) - **50%** of the typical Realtor’s business comes from repeat clients and referrals from past clients. (NAR 2026 Member Profile) - **11 years** is how long the typical seller owned their home. Stay in touch between moves. (NAR 2025 Profile of Home Buyers and Sellers) ## A real estate CRM for people who already know you Follow Up Boss, Lofty and BoldTrail are built for lead generation and follow-up. Dex gives your sphere of influence a home of its own. A past client doesn’t need an introduction. They need an agent who remembers the kitchen renovation and checks in before there’s another listing to win. Dex keeps their history and reminds you when it’s time. ## Bring your conversation history to the next call Sync Gmail and Google Calendar, plus iMessage and phone call history through the Dex desktop app on a Mac. Connect WhatsApp for 1:1 chats. Outlook email and calendar sync require Professional. Keep that history handy before you call a past client. ## Make room for your best relationships every month Give your A-list a 30-day keep-in-touch frequency and past clients 90 days. Set reminders by group or by contact. Your Keep-in-touch list gives you a place to start between showings. Choose someone who’s due, then make the call or plan a pop-by. ## Pick up where the last conversation left off Remember the renovation they were planning, even after three closings and a busy weekend. Save the details in contact notes and custom fields. Set a reminder for their home anniversary. You’ll have a reason to reach out that belongs to them. ## Turn “I should call them” into a first draft Ask Dex Copilot, “Who on my A-list haven’t I talked to in 30 days?” It can answer from your contact and interaction history, then draft a check-in. You edit and send the message. Copilot helps with the first draft; the relationship is still yours. ## Save the details before you leave the driveway Capture a note after a showing while the conversation’s fresh. Scan a business card at the open house before it disappears into the car. Use Dex on iPhone or Android between appointments, then open it on the web, Mac or Windows when you’re back at your desk. ## Give your sphere the follow-up it needs Use Dex alongside your lead CRM: keep incoming leads there and give past clients a regular place in your week. | | Dex | Lead-gen CRM | Spreadsheet | | --- | --- | --- | --- | | Built for | Past clients and your sphere of influence | Lead generation and conversion | A contact list you maintain | | Personal message history | iMessage via Mac; WhatsApp 1:1 | Typically uses its own number | Add your own notes | | Getting started | Phone contact sync or CSV import | Start with your lead sources | Add names and contact details | | Follow-up | Reminders per contact or group | Lead follow-up workflows | Maintain your own follow-up dates | | When you change brokerages | Your account; export contacts any time | Check account ownership and export terms | Keep a copy of your contact list | | Price | From $12/mo, billed annually | About $69 to $400+ per agent per month | Depends on the software you use | ## Bring your contacts. Start with one follow-up. - **Miss Contactually?** Import your old CSV export. Buckets map to groups with a keep-in-touch frequency, the daily dashboard to your Keep-in-touch list, and ScaleMail to mail merge on Professional. https://getdex.com/integrations/csv-file/ - **Living in a spreadsheet or your phone?** Sync phone contacts both ways or import a CSV. Connect Gmail and Google Calendar for email and meeting history, then choose who to stay in touch with. https://getdex.com/integrations/ - **Using your brokerage’s CRM?** Keep it for incoming leads. Give your sphere an account you own in Dex, with contacts you can export any time, including when you change brokerages. https://getdex.com/blog/real-estate-sphere-of-influence/ ## Pricing Start with the past clients you’ve been meaning to call and uncover your next opportunity. No demo call or setup fee. Full pricing: https://getdex.com/pricing/ ## Frequently asked questions ### What is the best CRM for a solo real estate agent? Choose around the business you already have. Follow Up Boss, Lofty and BoldTrail are built for lead generation and follow-up. If you work mostly through past clients and referrals, Dex gives those relationships a place of their own. Keep contact history and notes together, then set reminders to reach out. Plans start at $12 a month billed annually. ### Can Dex replace Follow Up Boss, Lofty or BoldTrail? Dex can cover your relationship follow-up if you need contact history, notes and reminders for past clients and your sphere. Keep a lead CRM if you need lead routing, dialers or drip campaigns. Dex doesn’t provide those features, IDX websites or transaction management. You can use it alongside your existing CRM. ### How much does a real estate CRM cost? Lead-generation CRMs commonly cost about $69 to $400+ per agent per month. Dex Premium is $12 a month billed annually or $20 month to month. Professional is $20 a month billed annually. Both include a 7-day free trial, with a card required. Cancel any time. [Compare plans](https://getdex.com/pricing/). ### Should I use my brokerage’s CRM or my own? Check who owns the account and whether you can export your contacts before you build your sphere there. With Dex, you own your account and can export contacts at any time. Keep your brokerage’s CRM for leads if it suits you, and use Dex for the relationships you want to carry through your career. ### What happened to Contactually, and what replaces it? Compass acquired Contactually in 2019 and shut it down on March 31, 2022. Dex covers its core relationship follow-up tools: Buckets map to groups with a keep-in-touch frequency, the daily dashboard maps to your Keep-in-touch list, and ScaleMail maps to mail merge on Professional. [Import a CSV](https://getdex.com/integrations/csv-file/) of your old contacts to get started. ### What is a sphere of influence in real estate? Your sphere of influence is the people who know you and could turn to you when real estate comes up. That includes past clients and neighbors, along with referral partners such as lenders and inspectors. Start with the relationships you already have. Our guide explains [how to build and stay in touch with your sphere](https://getdex.com/blog/real-estate-sphere-of-influence/). ### How often should I contact past clients? Try monthly for your closest relationships, quarterly for past clients and twice a year for your wider sphere. Treat that as a starting point and adjust for each person. Set a keep-in-touch frequency per contact or group in Dex, plus specific-date reminders for home anniversaries. Find more ideas in our [real estate networking guide](https://getdex.com/guides/real-estate-networking/). ### Can I use Google Sheets as a real estate CRM? Yes, if you’re willing to maintain contact notes and follow-up dates yourself. There’s no magic number of contacts where a spreadsheet stops being useful. When you want synced interaction history and keep-in-touch reminders, [import your sheet into Dex](https://getdex.com/integrations/csv-file/) as a CSV. ### Does Dex sync texts and calls with clients? Dex syncs iMessage and phone call history through the Dex desktop app on a Mac. WhatsApp 1:1 chats sync through the [WhatsApp integration](https://getdex.com/integrations/whatsapp/). There’s no Android SMS sync. Dex also syncs Gmail and Google Calendar. Outlook email and calendar sync require Professional. ### Does Dex send mass emails or drip campaigns? Professional includes mail merge: one personalized email to a group, such as a market update for past clients. Dex doesn’t run drip campaigns. Copilot can draft individual messages, but you edit and send them yourself. ### Is there a free trial? Yes. Premium and Professional both include a 7-day free trial. A card is required, and you can cancel any time. Signup is self-serve, with no demo call or setup fee. Start with a few past clients and try the follow-up routine yourself.