Forefront CRM

CRM

Conversion-focused investor CRM with drag-and-drop pipeline, automated SMS/email drips, 27 built-in KPIs, and native smrtPhone and CallRail integration.

Newforefrontcrm.comAdded Jun 2026

What Is Forefront CRM?

Forefront CRM is a lean, conversion-focused CRM built specifically for real estate investors. Where many platforms try to do everything, Forefront stays focused on what actually moves deals: a clean visual pipeline, automated follow-up, and real-time performance tracking.

The platform uses a drag-and-drop kanban interface so you can see your entire lead flow at a glance. Automated drip campaigns fire off via SMS and email based on lead stage and timing — so leads get nurtured on schedule without manual effort. Forefront also tracks 27 KPIs automatically, broken down by marketing campaign, so you know exactly which channels are producing.

Native integration with smrtPhone and CallRail means your call data flows directly into the CRM — no manual logging required.

Who Is Forefront CRM Best For?

Forefront CRM is best for active wholesalers and investors who already have a data and dialing setup and want a purpose-built CRM to organize and convert their pipeline. If you're using smrtPhone for calling, this is one of the most seamless integrations available.

The base plan at around $99/mo suits solo operators. The Professional plan at around $199/mo is ideal for small teams of up to 6 people running consistent campaigns. The Elite tier handles larger teams with higher communication volume.

It's not the right pick if you need built-in skip tracing, property data, or list-building — Forefront is CRM-only and pairs best with external data tools.

Our Verdict

Forefront CRM does one thing well: converting leads into deals. The drag-and-drop pipeline, automated drip sequences, and 27-KPI dashboard are well-executed and genuinely useful for investors who want to stay organized without complexity.

The smrtPhone and CallRail integrations are a real differentiator — investors already using those dialers will find this integration is tighter than most CRMs offer. A 30-day money-back guarantee makes it low-risk to test.

The downside is that Forefront is intentionally lean — it doesn't include data, skip tracing, or marketing tools beyond drip campaigns. You'll need to budget for those separately.

Key Features

Drag-and-Drop Visual Pipeline

Color-coded kanban board with customizable stages gives you a real-time view of every lead's status across your acquisition funnel.

Automated SMS & Email Drip Campaigns

Trigger personalized follow-up sequences based on lead stage or time elapsed, keeping sellers engaged without manual outreach.

27 Built-In KPI Tracking

Automatically monitor 27 performance metrics by marketing campaign in both tabular and funnel views to identify what's generating deals.

smrtPhone & CallRail Integration

Native integration with smrtPhone and CallRail logs calls, records conversations, and syncs contact data directly into lead records without manual entry.

Mobile App

Full pipeline and communication access on mobile so you can manage leads, respond to texts, and track deals from anywhere.

Team Management & Permissions

Assign leads, set user roles, and track individual rep performance across campaigns to manage a small acquisitions team.

Pros & Cons

Pros

Clean drag-and-drop pipeline keeps lead management simple and visual
27 KPIs tracked automatically by campaign — rare depth for a CRM in this price range
Native smrtPhone and CallRail integration is tighter than most competitors offer
30-day money-back guarantee reduces risk when trying the platform
Focused CRM design means less bloat — it's fast and straightforward to use

Cons

No built-in skip tracing, list building, or property data — requires external tools
Marketing automation is limited to SMS/email drips — no direct mail or RVM built in
Smaller integrations ecosystem than general-purpose CRMs like Follow Up Boss