Forefront CRM Review 2024
With the help of our in-house editorial team, our platform’s members and external subject matter experts, this comprehensive review of Forefront CRM software became possible and available for free to those considering this solution!
In this review we evaluated Forefront CRM’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.
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What Is Forefront CRM?
Forefront CRM (previously known as FlipPilot) is a cloud-based and fully-featured CRM designed particularly for the real estate industry.
Besides the desktop version, Forefront CRM has a mobile app for iOS devices to help investors manage their deals while on the go.
The platform combines lead management, marketing, and reporting functionalities all under one roof, to help real estate investors streamline and centralize business processes into a single system.
What Is Forefront CRM Used For?
With Forefront CRM, users can organize leads, manage communications, and run marketing campaigns, among other functions.
The following are the various ways investors can leverage the software.
- Lead organization and management — Forefront CRM allows users to add lead lists from different sources, including Facebook, PPC campaigns, direct mail marketing services for real estate wholesalers and investors, and others. With the leads in place, users can start creating an action plan for each one.
- Automated workflows — Forefront CRM users can create a customized workflow to reach out to and follow up with each lead. The workflow may include automated and manual tasks which are scheduled up to a year ahead.
- Lead information — Forefront CRM provides all the relevant info for a lead in one place. Users can find the property details, owner’s contact info, and Zillow data, among other details.
- Communication management — The platform lets investors reach out to leads via calls or SMS. The CRM keeps a record of all lead communication between you, your team members, and prospective motivated sellers.
- Call recording — Forefront CRM automatically records inbound and outbound calls between you, your team members, and prospective sellers. The records are then saved for future reference.
- Task management — As a Forefront CRM user, you can easily set up manual follow-up tasks so that your team knows who to call or text and when.
- SMS campaigns — The real estate investor text message marketing service enables users to set up drip SMS and email campaigns. Users can tailor the message to suit each lead and schedule hundreds of texts and emails every week.
- Real-time reporting — Investors can track the performance of campaigns in real time on the CRM’s reporting dashboard.
- Team management — Forefront CRM enables you to assign tasks to team members and communicate with them right within the app.
Forefront CRM Users Breakdown by Specialty
Is Forefront CRM Legit?
Yes. Forefront CRM is a legitimate platform that has been in service for more than four years, with physical headquarters in San Antonio, Texas.
Since its launch, Forefront CRM has grown to become a popular and well-acclaimed real estate CRM with numerous customer reviews across the internet.
Forefront CRM also has a corresponding mobile app for iOS devices which Apple has verified.
In matters of safety, the company implements strict software security features such as using SSL to transmit data and limiting server and database access to only approved IP addresses, among other safety procedures.
Furthermore, the software company has an active social media presence, particularly on Facebook and YouTube.
There, users can find software and company updates, along with video and PDF guides on how to use the platform.
Overall, users can be assured that Forefront CRM is not a scam.
Forefront CRM Customer Reviews
They make a lot of updates and sometimes it can be annoying to always try to relearn the processes.
Forefront CRM Pricing
Users need a paid subscription to use Forefront CRM.
At the moment, the platform provides three subscription plans based on the size of your portfolio or real estate company:
- Starter
- Professional
- Elite
In addition to the subscription plans, there are also add-on services that you may need to purchase as you run your REI business.
Starter Plan
This is the platform’s most affordable and basic package that starts at $99 per month. The following are the services users get when they join the Starter plan:
- One user supported
- 5 phone numbers
- 500 call minutes
- 500 text messages
- Free call recording
- Email support
The Starter plan is best suited for new and solo investors since it only supports one user, with no option to add team members even at an additional fee.
Professional Plan
This is the company’s most popular subscription package. It starts at $199 per month.
Here are the unique features you get when you subscribe to the Pro plan:
- 6 users supported (additional users at $25 per user per month)
- 10 phone numbers
- 1,000 call minutes
- 1,000 text messages
- Daily end-of-day report
- Status automation
- Free call recording
- Email support
With a minimum of 6 users supported, the Professional plan is ideal for small to mid-sized real estate investing companies looking to expand their portfolio and increase profits.
Elite Plan
This is the platform’s most comprehensive and expensive subscription plan. To join the plan, users have to pay $399 per month.
Here are the services you get when you join the Elite plan:
- 10 users supported (additional users at $25 per user per month)
- 25 phone numbers
- 2,500 call minutes
- 2,500 text messages
- Daily end-of-day report
- Status automation
- Free call recording
- Email and phone support
The Elite plan is the perfect package for large REI companies looking to streamline lead management and marketing operations and generate more profit as a result.
Add-Ons
Forefront CRM provides several add-on services to help you better run your business. The add-ons are purchased separately and include the following:
- Additional phone numbers at $1 per month per number
- Additional call minutes at $0.025 per minute
- Additionals SMS at $0.01 per SMS
Forefront CRM Coupon & Promo Codes
Forefront CRM Features
Forefront CRM is a dynamic solution that integrates lead management, communication, and marketing tools seamlessly. The following are the main features of the platform.
Lead Management
Forefront CRM lets users add lists from different sources, including:
- PPC campaigns
- Real estate investor direct mail marketing campaigns
- Cold calling and texting
- Third-party web builders like Carrot and LeadPropeller
When you add the leads to the CRM, workflows and actions are automatically created to help you start reaching out and closing deals.
Centralized Lead Info
Forefront CRM provides comprehensive information on leads and owners — you don’t need separate apps to skip trace real estate owners or find property information.
The real estate investor skip tracing tool sources the data from various national, state, and county records to ensure accuracy. Some of the information provided includes:
- Property address (Google Maps is integrated)
- Property details (number of bedrooms and baths, size in sq. feet, date built, etc.)
- Owner name and contact info (number and email)
- Zillow data
- Lead motivation
In addition to the property info, you will also be able to view the activity timeline, communication history, and notes for each lead.
Custom Workflows and Pipeline
By using Forefront CRM, you can create clear, easy-to-follow action plans for each lead. This is because the platform allows you to create a status pipeline view with the following modules:
- Drag-and-drop functionality to help you quickly advance leads along the pipeline
- Color-coded lead cards to help you track important leads
- Quick view layout so you can see where every lead is at a glance
- Status customization
- Task automation based on action triggers
Lead Communication
Forefront CRM provides users with several phone numbers and SMS to reach out to potential motivated sellers of various types.
Although the platform does not support phone functionalities, it allows users to integrate third-party real estate investor dialers like CallRail.
With your phone tool integrated, you can track and manage all lead communication from the CRM in the following ways:
- View all your messages (sent/received) and listen to voicemails
- Record calls and listen to them later
- View calls made by your team
- View inbound calls from sellers
- View call notes by your team members
- Use filters to find communications that you and your team haven’t responded to
Task Management
Forefront CRM lets investors set up automated and manual tasks and schedule their completion date. Automatic tasks are created in the following scenarios:
- When a new lead is added to the CRM
- When a lead moves to the next stage of your work pipeline
- Before or after certain events are triggered
Other functionalities integrated in the Task Management module include:
- Assign tasks to different team members
- Require task completion before moving on to the next status
- Task notifications for you and your team
Follow-Up Campaigns
By using Forefront CRM for realtors and investors, you can increase your chances of lead conversion by creating personalized follow-up campaigns tailored to each seller’s needs.
Additionally, you can set the follow-up process to run in the background by customizing and automating the following:
- SMS and email messages
- tasks for your team
- SMS and email drip campaigns
- advancing leads in the pipeline
- where the lead goes when the seller replies
- where the lead goes after the campaign ends
Real-Time Reporting
Forefront CRM is equipped with a reporting dashboard with 27 data points (KPIs) created to help you determine the success of your campaigns.
The dashboard is updated in real time so you can accurately track trends across weeks and months.
The Reporting module also comes with Funnel Stats to show you where leads are falling out. The stats can be filtered by time and marketing campaigns.
iOS App
When you subscribe to Forefront CRM, you automatically get access to the mobile app.
The iOS app provides you access to all your leads, tasks, and communications when you’re away from your computer. Some of the features of the app include:
- Outbound calling using your provided numbers
- Send SMS using your provided numbers
- Customize notifications for different events
- Optimization for iPhone
Forefront CRM Pros and Cons
Pros
- Forefront CRM comes with ready-made pipelines that you can customize.
- The platform easily integrates with Google Suite (Gmail, Calendar, Drive, Sheets, etc.).
- Users receive daily reports via email to help track progress.
- This real estate investment software has webhooks to enable users to connect LeadPropeller, Carrot, or other website builders for real estate investors.
- The platform enables users to import leads from various real estate investor lead generation sources as well as export them.
Cons
- Forefront CRM has no built-in phone capabilities.
Forefront CRM Integrations
Forefront CRM integrates with over 2,000 Zapier-enabled platforms, including:
- Google (Gmail, Sheets, Docs, Calendar, Forms, Maps, Ads, etc.)
- WordPress
- LeadPropeller
- Carrot
- HubSpot
- Salesforce
- Pipedrive
- CallRail
- Zoho CRM
- Mailchimp
- ClickFunnels
- Hootsuite
- SocialPilot
Forefront CRM Alternatives
Forefront CRM Achievements
Awards & Recognition
Best CRM Software App for Real Estate Investors (Awarded by Real Estate Bees)
Press & Media
Forefront CRM FAQs
Does Forefront CRM have a free trial?
No, but the company does offer a 30-day money-back guarantee that allows you to try out the platform and find out if it’s right for you.
With the money-back guarantee, you’ll receive a full refund if you cancel within the first 30 days of your subscription.
How many clients does Forefront CRM serve?
We couldn’t find any concrete information on the number of customers Forefront CRM has.
However, the platform has received numerous customer reviews on Facebook and popular real estate investor forums like BiggerPockets, indicating a large client base.
Who founded Forefront CRM?
The platform was launched in 2018 by a long-time real estate investor — Danny Johnson.
Danny, who has over 20 years of experience in flipping and wholesaling houses, also runs the company as CEO.
What is Forefront CRM’s customer service number?
Customers and prospective users can contact the company via the customer service line: (210) 610-6683.
You can also reach out with inquiries via the company’s customer service email: [email protected].
What is the Forefront CRM cancellation and refund policy?
Forefront CRM does not provide refunds for any canceled subscriptions or purchased add-on services.
Instead, if you cancel your subscription outside of the money-back guarantee period, you will continue to access the platform until the end of the current paid term when access will be revoked.
Forefront CRM Tutorials & Training
Is Forefront CRM Worth It?
Yes. Forefront CRM is a robust real estate wholesaling CRM solution suitable for anyone investing in real estate.
Although real estate investor CRM tools tend to be overwhelming due to poor user design, Forefront CRM manages to keep everything simple while still packing comprehensive features.
This real estate wholesaling software has been praised for its ease of use and visual layout which makes it easy to track leads and follow up activities.
Forefront CRM also comes with packages that are suited for investors and REI companies across all financial levels.
There are subscription plans for new investors looking to make their first investment as well as established REI companies with large portfolios and sales teams.
Forefront CRM Contacts
- Website: Official website
- Phone: (210) 610-6683
- Email: [email protected]
- Address: 19115 Fm 2252 Ste 1, San Antonio, Texas, 78266, United States
- Socials: Facebook, Twitter, YouTube
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About the Author:
With over 20+ years of experience in real estate investment and renovation, Brian Robbins brings extensive knowledge and innovative solutions to the HouseCashin team. Over the years Brian has been involved in over 300 transactions of income producing properties across the US. Along with his passion for real estate, Brian brings with him a deep understanding of real estate risks and financing.