ClientEdge CRM vs UplevelRE
ClientEdge CRM
clientedgecrm.comUplevelRE
uplevelre.comSide by side
| Figure | ClientEdge CRM | UplevelRE |
|---|---|---|
| Price from | — | $1.81/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 19 | 13 |
| Spec score · Real Estate CRM Software | 7.7 (#150) | 8.8 (#11) |
| Automated follow-up | Yes | Yes |
| Email marketing | Yes | Yes |
| Free plan | No | No |
| Intended users | The maker presents ClientEdge as serving solo agents, small teams, brokerages, and boards of Realtors or associations. | The site presents UplevelRE for solo agents, teams, and brokerages. |
| Lead routing | Yes | Yes |
| Property matching | Yes | Yes |
Plans
ClientEdge CRM
- FSBOPrice not published
- Agent Monthly$39 a month
- Team Plan - up to 4 agents$79 a month
- Team Plan - up to 7 agentsPrice not published
- Team Plan - up to 12 agentsPrice not published
- Team Plan - up to 17 agentsPrice not published
- Team PlanPrice not published
- Brokerage$18 a month
- Board of Realtors — members 251–999$7 a month
- Board of Realtors — first 250 members$8 a month
UplevelRE
- Platform$49 a month
- Marketing Suite$39 a month
- Calls & 1:1 texting$19 a month
- MLS & IDX$29 a month
- Teammates$29 a month
- Early AccessFree
- Calls & 1:1 texting$14.25 a month
- MLS & IDX$21.75 a year
- Teammates$21.75 a year
- Marketing Suite$351 a year
In their own words
ClientEdge CRM
ClientEdge CRM has no write-up on Specifiction yet; its figures are above.
UplevelRE
UplevelRE combines real-estate CRM, email, phone, marketing, and website tools in a web platform. Its CRM organizes contacts, deals, pipelines, smart lists, and client records containing communications, listing views, and tasks. A unified inbox combines email, texts, and call history in client threads, with two-way Gmail sync. Ask Jan uses workspace context to answer questions and draft messages; messages require user approval before they are sent. Visual workflows can react to new leads, pause, branch according to replies, and continue follow-up. Marketing tools include agent and listing websites, automated listing alerts, bulk SMS, and email campaigns and drips. UplevelRE lists Gmail, Google Calendar, Google Drive files, MLS feeds, and phone numbers among its connected tools. MLS data sync requires membership verification for each market, and MLS & IDX is an optional paid add-on. The platform subscription includes free email support. Extra call minutes, texts, and emails beyond included allowances can incur usage charges, though there is no per-contact or per-lead fee. A 14-day trial is available; the pricing note lists a starting rate of $36.75/mo (annual).