Real Estate CRM Software

One CRM for All Your Agents

RISE keeps every agent’s contacts, notes, and engagement history in one system, brokerage-wide.

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How Our CRM for Real Estate Works

  • Full Contact History
    Notes, property preferences, and activity history, all in one record.
  • Continuous Engagement Tracking
    Tracks email opens, listing views, and market activity automatically.
  • Proactive Contact Signals
    RISE flags contacts worth a look before an agent even asks.
  • Top Contacts Integration
    Feeds straight into Top Contacts, Opportunities, campaigns, and follow-up workflows.
  • Syncs With the Tools Agents Already Use
    Contacts, tags, and custom fields come in from Follow Up Boss and Cloze, so agents don’t start over.

Why This Matters for You

Say goodbye to scattered spreadsheets and personal apps only one agent can see.

Every agent works from the same system, with their contacts still owned by them. RISE flags who’s showing buying and selling signals, so follow ups happen while contacts are engaged. Brokerage-level reporting is on the roadmap. RISE is built for agents, brokers, and teams in real estate.

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What Customers Are Saying

“The goal setting and business tracking tools that are built into the CRM keep agents on track.”

— Eric Thompson., President of Windermere Real Estate Services Colorado

 

Resources for Your Agents

Along with a real estate CRM, we support you and your agents every step of the way, so you have the best chance at adoption.

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See how every contact stays organized, protected, and working.

Explore the CRM

Your Real Estate CRM Questions, Answered.

Is RISE the same as MoxiEngage?

RISE is where MoxiEngage’s CRM capabilities now live. On top of the CRM, RISE adds engagement tracking, automated campaigns, and RISE AI, so agents know who to follow up with and why.

What is a CRM in real estate?

A real estate CRM (customer relationship management system) is where an agent tracks every contact’s history, preferences, and engagement, so nothing depends on memory or scattered spreadsheets. RISE’s real estate CRM adds RISE AI on top, surfacing which contacts to follow up with and when.

Is RISE's real estate CRM available on mobile, and can I see a demo?

Yes. RISE works on desktop and on our mobile companion app, so agents can check contacts and engagement history wherever they’re working. Book a demo to see RISE in action.

Who is this built for: individual agents, or the whole brokerage?

Both. Every agent gets their own contact history and engagement tracking. Brokers get one standardized system across the roster in place of a patchwork of personal tools, with brokerage-level reporting on the roadmap.

Is this just a CRM, or the broader platform?

Real estate CRM is one part of RISE. The same platform also handles CMAs and listing presentations, email campaigns, listing ad boosts, and website hosting, all built on the same contact data.

What should a real estate CRM include?

At minimum, a real estate CRM needs full contact history, engagement tracking across channels like email and listings, and a way to surface which contacts need follow-up. RISE adds proactive signals on top, so agents aren’t relying on memory to know who to call.

How do real estate teams share contacts?

An agent can co-manage a specific contact with a team lead or teammate for coverage, while the original agent keeps ownership. More Teams features, including a team inbox and role-based permissions, are on the way.

Can a brokerage see agent contacts in a CRM?

Not automatically. Agent contacts stay owned by the agent. Brokerage-level reporting across the roster is on the roadmap for a later release.