TL;DR: Free real estate CRM with an AI follow-up agent, AI buyer-match scoring, lead-to-close pipeline, and per-client portal. Clone the working demo in 60 seconds, no signup, no credit card. 69× cheaper than Follow Up Boss at 10 agents. Clone the live pipeline →
Most "free" real estate CRMs in 2026 charge for the only features agents actually use, AI follow-up, buyer matching, client portals. Follow Up Boss starts at $69 per agent per month and adds another $399/mo for the AI add-on. KW Command is locked to Keller Williams. LionDesk charges $250/mo. HubSpot's free tier limits contacts and gates automation behind the $890/mo Marketing Hub Pro.
Taskade Genesis is built differently. The Free plan includes the AI follow-up agent, the lead-scoring agent, and the client portal at $0. Pro is $10/mo flat for up to 10 agents. That is $1.00 per agent per month, a 69× wedge versus Follow Up Boss. Every part of the pipeline is cloneable, every feature works without an upgrade prompt, and the AI agents are powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers.
The 69× pricing wedge in one ASCII block
Follow Up Boss Taskade Pro
───────────────── ───────────────────────────────
$69 per agent per month $10 flat for 10 agents
= $828/year/agent = $1.00 per agent per month
= $12/year/agent
10-agent brokerage: 10-agent brokerage:
$8,280 per year $120 per year
+ AI add-on: $399/mo AI follow-up agent: included
= $4,788/year AI buyer-match scoring: included
Client portal: included
──────────────────────────────
You save: $12,948 per year (69×)
What the cloneable pipeline includes
A working real estate CRM workspace organized as a stage-based Kanban board with 7 default stages: Lead → Qualified → Showing → Offer → Under Contract → Inspection → Closed. Each card is a deal with linked property record, buyer-match score, document checklist, and AI-drafted follow-up history.
Memory, every interaction with the lead writes into the deal record. Past property preferences, mortgage pre-approval status, deal-blocking objections, and timeline urgency are all stored. The deal record becomes the source of truth.
Intelligence, an AI follow-up agent reads the memory and drafts personalized outreach. An AI buyer-match agent scores incoming listings against active buyers' preferences (location, beds, budget, school district). A document-readiness agent flags missing files (pre-approval letter, ID, proof of funds) 7 days before closing.
Execution, automations send the drafted email after your one-click review, schedule the next showing in your calendar, post a Slack notification when an offer is accepted, and auto-create a client portal page for each closing buyer or seller.
Mermaid: the lead lifecycle
Every state transition triggers an automation. Stale leads loop back to the AI follow-up agent automatically. You don't have to remember to call back.
Comparison: Taskade vs the 4 paid alternatives
| Feature | Taskade Genesis | Follow Up Boss | KW Command | LionDesk | HubSpot Free |
|---|---|---|---|---|---|
| Pricing (10 agents) | $10/mo total ($120/yr) | $690/mo ($8,280/yr) | KW-only | $250/mo ($3,000/yr) | Free (limited) |
| Cloneable live demo | ✅ | ❌ | ❌ | ❌ | ❌ |
| Built-in AI follow-up agent | ✅ included | ❌ $399/mo add-on | ❌ | $89/mo (LionDesk Boost) | ❌ |
| AI buyer-match scoring | ✅ included | ❌ | ❌ | ❌ | ❌ |
| Custom automation triggers | ✅ 100+ integrations | Zapier only | Limited | Paid tier | Paid Marketing Hub |
| MLS / Zillow webhook | ✅ via automation | ✅ | KW-only | ✅ | ❌ |
| Public client portal | ✅ Genesis built-in | ❌ | ❌ | ❌ | ❌ |
| Commission calculator | ✅ built-in | $99/mo add-on | ✅ | ✅ | ❌ |
| Per-agent contact limit | Unlimited | Unlimited | Unlimited | 25K | 1M (free), but features locked |
| Mobile app | ✅ iOS + Android | ✅ | ✅ | ✅ | ✅ |
The AI follow-up agent in action
A buyer's pre-approval letter arrives via email. The automation captures it, marks the deal as "Pre-Approved", and the agent drafts a message:
"Hi Sarah, congrats on the pre-approval at $625k. Three new listings hit MLS this morning in Cole Valley and Cole Heights matching your preferred bedroom count (3) and your "must have an office" note from our last call. Want me to schedule showings Saturday?, Marcus"
You review, edit one word, and hit send. Memory grows: agent now knows Sarah replied within 30 minutes and accepted Saturday at 11am. Next time a similar buyer comes through with a similar timeline, the agent drafts a tighter version.
This is the Workspace DNA loop running on every deal: Memory feeds Intelligence, Intelligence drafts Execution, Execution writes back to Memory. Each cycle the agent gets sharper.
How to clone and set up (5 steps · 8 minutes)
- Clone the working pipeline into your Taskade workspace
- Customize lead-source tags for your channels (Zillow, Realtor.com, referral, door-knock, open house)
- Connect Zillow / MLS / IDX via the automation triggers, most agents use webhook + Zapier-equivalent in 2 minutes
- Train the AI agent on 3-5 of your past won deals so it learns your voice and timing
- Set up automations, stage change to "Showing" auto-creates a calendar event; stage to "Offer" sends a Slack alert; stage to "Closed" auto-creates the client portal page
Memory across every deal you have ever worked
The AI follow-up agent reads past closed deals when drafting new outreach. A typical scenario:
"This lead is asking about the same waterfront condo cluster that Mateo closed two years ago. Mateo offered $30k under list, sellers countered at $15k under, deal closed at $20k under after a 5-day inspection contingency negotiation. Recommend Sarah start at $25k under list."
That's not a guess. That's pattern-matched intelligence from your own brokerage's history. No CRM I'm aware of in this category does this out of the box. Follow Up Boss's $399/mo AI add-on focuses on email drafting; Taskade's agent draws on the entire workspace memory.
Multi-agent workflows (when one agent is not enough)
For brokerages running 10+ agents, the workspace supports multi-agent crews:
- Listing Agent, drafts MLS descriptions, schedules photo shoots, posts to social
- Buyer Agent, runs buyer-match scoring, drafts follow-up, schedules showings
- Transaction Coordinator Agent, tracks closing milestones, flags missing documents, posts in Slack
- Marketing Agent, auto-creates Instagram carousel for new listings, repurposes blog posts
Each agent is built once and shared across the team. Crew handoffs are automatic, when a listing goes under contract, the Listing Agent hands off to the Transaction Coordinator Agent without a manual ping. That handoff lands in a coordinator dashboard built on milestones instead of listings, which is the piece TCs ask for once the deal leaves the pipeline.
ASCII: where Taskade sits in the 2026 stack
LEGACY CRM STACK
────────────────────────────────
Follow Up Boss → Lead capture + pipelines
+ AI add-on → $399/mo for AI drafts
+ Calendly → Showings
+ DocuSign → Signing
+ Slack → Team alerts
────────────────────────────────────────
Total: ~$900/mo for a 10-agent brokerage TASKADE GENESIS
────────────────────────────────
▲ Memory Deal records + property data
■ Intelligence AI follow-up + buyer match + transaction coord
● Execution Calendly + DocuSign + Slack via 100+ integrations
────────────────────────────────────────
Total: $10/mo flat for 10 agents
When to pick which
- Solo agent, < 50 active leads: Start on Taskade Free. The one-time grant of up to 6,000 AI credits covers hundreds of follow-up drafts, enough to work a full lead cohort from first touch to close before you pay anything. For follow-up that runs every month, Taskade Pro at $10/mo billed annually refills your credits every month.
- Team of 2-10 agents: Taskade Pro at $10/mo flat. This is the sweet spot.
- Brokerage with 10+ agents and audit requirements: Taskade Business at $25/mo. Adds advanced RBAC, audit log, longer retention.
- Already on Follow Up Boss and happy. There is no migration cost to evaluate. Clone the template, run them in parallel for one month, decide.
Internal links
- Build Your First Genesis App in 5 Minutes
- AI Custom Agents Guide
- Automation Triggers
- App Users, per-buyer sign-in
- Sales Pipeline Templates
- Real Estate Investor CRM Template
- Free CRM Templates Index
- AI Sales Pipeline Generator
- Compare: Taskade vs Follow Up Boss, pricing breakdown
- Compare: Taskade vs HubSpot
- Best AI App Builders 2026
- Vibe Marketing Tools 2026
- Workspace DNA Knowledge Graph
Clone the working pipeline: /share/apps/dry36084slddvvrh, 60 seconds, no signup
Try Taskade Genesis free: /create, build your own from one prompt
See Workspace DNA in action: /memory, the loop visualized
▲ ■ ● Memory · Intelligence · Execution.
Frequently Asked Questions
What is the best free real estate CRM in 2026?
The best free real estate CRM in 2026 is Taskade Genesis. It includes a lead-to-close pipeline, an AI follow-up agent that drafts buyer and seller emails, AI buyer-match scoring against your active listings, and a client portal each buyer or seller signs into via App Users. Taskade Free is $0; Taskade Pro is $10/mo billed annually, flat for 10 agents, about $1.00 per agent per month vs Follow Up Boss at $69/agent/month.
How does Taskade real estate CRM compare to Follow Up Boss?
Follow Up Boss costs $69 per agent per month, which works out to $828 per agent per year. A 10-agent brokerage pays $8,280 per year. Taskade Pro is $10/mo total for 10 agents, $120 per year. That is a 69× pricing wedge. Both include lead capture, pipelines, and follow-up. Taskade adds a built-in AI follow-up agent, AI buyer-match scoring, and a public client portal at no extra cost; Follow Up Boss charges $399/mo for the AI add-on.
Can the AI agent really draft follow-up emails for buyers and sellers?
Yes. The AI follow-up agent reads the deal context (price range, preferred neighborhoods, last interaction, stage in the pipeline) and drafts personalized follow-up emails in your voice. You review and send. The agent learns from your past won deals and refines its drafts over time. Drafts cite the property details and surface the next-best action.
Does this CRM connect to Zillow, MLS, and my IDX feed?
Yes. Taskade automations connect to Zillow, MLS feeds (via webhook), IDX vendors, and Calendly. New leads from any source land in the pipeline tagged with the source. Showings auto-schedule through Calendly and create a calendar event in your Google or Outlook calendar.
Can buyers and sellers see their own portal?
Yes. Taskade App Users gives each buyer and seller a sign-in to their own portal page. They see only their own deal, showings, offers, inspection status, financing milestones, closing documents. The agent and broker see the full pipeline. No shared logins, no email attachments, no missed updates.
What about commission tracking and split calculation?
The pipeline includes a Commission Calculator that auto-splits commission per closed deal based on your brokerage structure (rep split, broker fee, referral fee). You see actual take-home per closing without doing the math at closing time.
Is this template suitable for a solo agent vs a 50-agent brokerage?
Both. Solo agents start on Taskade Free ($0) with up to 6,000 one-time AI credits (1,000 when you verify your email + 5,000 on your first build), enough for hundreds of follow-up drafts before you pay anything. Once follow-up runs every month, Pro at $10/mo billed annually refills your credits monthly and covers teams of 5-10 agents. Large brokerages (10-50 agents) use Business at $25/mo billed annually with unlimited seats and full audit history. The pipeline scales without changing structure.
How long does setup take?
About 8 minutes. Clone the template (60 seconds), import your existing leads via CSV (2 minutes), connect Zillow or MLS via automation (2 minutes), train the AI agent on 3-5 past won deals (3 minutes). Total: under 10 minutes to first follow-up draft.
What happens to my data if I cancel?
You own your data. Export at any time as CSV, JSON, or Markdown. No vendor lock-in. Taskade does not delete data on cancellation, your workspace stays read-only and exportable indefinitely.