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description: Review of Broker CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Broker CRM | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Broker CRM](/software/693848/Broker-CRM)

# Broker CRM

Canonical: https://www.softwareadvice.com.au/software/693848/Broker-CRM

> Broker CRM is a customer relationship management solution designed to help brokerage businesses manage client interactions, track leads, and organize deals in one place. Small to mid-sized firms in real estate, finance, and insurance industries can use Broker CRM as a cloud-based platform, meaning no installation is required. Core features include lead tracking, contact management, deal pipelines, and activity logging. These tools help brokers stay on top of client relationships and monitor progress across active deals. Automated reminders and task management keep teams organized and reduce the chance of missed follow-ups. Reporting tools give managers a clear view of team performance and sales activity. Support is available via email, phone, and a knowledge base, giving users multiple ways to get help when needed.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Coding AI Labs

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Contact Management
- For Financial Institutions
- Pipeline Management

## Category

- [Financial CRM Software](https://www.softwareadvice.com.au/directory/3247/financial/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/693848/Broker-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/693848-Broker-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/693848/Broker-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/693848/Broker-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/693848/Broker-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/693848/Broker-CRM> |

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