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Broker CRM
Cloud-based CRM solution for brokers
Table of Contents
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Broker CRM - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: September 2026
Broker CRM overview
What is Broker CRM?
Broker CRM is a customer relationship management platform built for brokerage professionals. The solution supports core CRM workflows including client management, lead tracking, and deal pipeline oversight, providing brokerage teams with a centralized workspace to organize and act on client relationships.
The platform addresses the operational needs of brokers by consolidating contact records, communication history, and transaction activity into a unified interface. Feature configurations are oriented toward the brokerage workflow, allowing teams to track prospects through the sales cycle, manage active client accounts, and monitor deal progress from a single system.
Broker CRM targets brokerage businesses seeking a dedicated CRM tool to replace fragmented processes and improve visibility across client and deal activity. The solution supports day-to-day relationship management tasks and provides a structured framework for teams to coordinate client outreach, follow-ups, and transaction management.
Starting price
Alternatives
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Broker CRM’s user interface
Broker CRM's key features
Most critical features, based on insights from Broker CRM users:
All Broker CRM features
Broker CRM alternatives
Broker CRM
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monday CRM
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12
/user
Per month
Zoho CRM
Starting from
14
/user
Per month
HubSpot CRM
Starting from
20
/user
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Broker CRM support options
Typical customers
Platforms supported
Broker CRM FAQs
Broker CRM has the following typical customers:
Small Business, Mid-size Business, Large Enterprises
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