8 MoxiWorks Alternatives for Independent Brokerages 2027

Key Takeaways

• The MoxiWorks search covers two buying jobs: front-office tools for leads, CRM, and marketing, and back-office tools for transactions, commissions, and accounting. Most replacements cover one job well and the other only partly.

• Follow Up Boss, Wise Agent, SkySlope, Zapier, and n8n publish prices on their own pages. Lofty, BoldTrail, and Lone Wolf Transact are quote-based or unpublished on the pages we opened.

• Per-user prices only compare fairly after you define a seat. Follow Up Boss prices per user, while Wise Agent's CRM plan covers up to five team members on a shared login, so the two totals are not like for like.

• For transaction tools, the differences that matter most are compliance review, e-signature fees, and whether the vendor documents an API or export path.

• Zapier and n8n can automate the handoff you would otherwise build by hand, but you then own run logs, retries, access controls, and maintenance.

Pick the job before you pick a brand

A MoxiWorks alternative, for this guide, is software that handles the same brokerage work, such as contact follow-up, listing marketing, and transaction tracking, so a brokerage can run that work somewhere else. MoxiWorks' own site describes RISE, an AI relationship engine, alongside CMA, advertising, email, CRM, and website products, and it shows no prices, only calls to action for a demo and a sales conversation. Trade coverage gives the company's reach as Reported reach: over 800 brokerages and 400,000 agents according to RISMedia (2025), in a report on founder York Baur joining Lone Wolf in July 2025.

Our answer is to decide the two jobs separately. If the problem is lead follow-up and a contact database, shortlist Follow Up Boss, Wise Agent, Lofty, and BoldTrail. If the problem is transaction files, forms, and commission payouts, shortlist SkySlope, Lone Wolf Transact, and BoldTrail BackOffice. If you need both, you are buying two systems and must plan the handoff between them, which is where most switches go wrong. TL;DR: buy the front office and the back office on separate criteria, then check the connection between them before you cancel anything.

Who this is for

This guide is for an owner or operations lead at a small independent brokerage that uses MoxiWorks now or is close to choosing a replacement. It fits a buyer who must choose a lead and CRM tool, a transaction tool, or both, and who can name one person to approve access and data exports. If your brokerage belongs to a franchise network, read the franchise comparison first, since franchise rules change the buying decision.

Red flags: no one on your team owns admin access and data exports; you plan to cut over every workflow on one day with no overlap period; or you expect one product to cover CRM, transactions, and commissions without checking each module on the vendor's own page.

How we evaluated these tools

We opened each vendor's own product or pricing page in November 2026, then checked independent sources, mainly NAR's survey material and trade press. Where a vendor page showed no price, this article says Quote-based or not published and does not estimate a figure. We weighted six criteria for an independent brokerage. The weights are our judgment, not vendor data, so change them to fit your operation.

Transaction features deserve weight because digital signing is already routine. Top tool: eSignature at 79% according to NAR (2025), which makes e-signature the baseline a transaction tool has to meet rather than a differentiator.

The weights total 100%. We excluded dotloop because its website returned an error when we opened it, and Make because its pricing page did not show plan prices we could confirm. The kvCORE pricing address we tried returned not found, so BoldTrail's product page covers that product line in this article.

Feature coverage, side by side

"Yes" means the vendor page we opened lists the capability. "Not stated" means the page did not say so, which is not proof the feature is missing, so treat each gap as a question for the sales call.

Two gaps matter most. None of the CRM pages we opened explain how a transaction file is created from a lead record, so ask every CRM vendor to show that step. Commission rules are also rarely described in detail on the front-office pages, so the back-office vendors are the ones to press on payout logic.

What each option costs

Pricing checked November 13, 2026. Each row below uses only figures printed on the vendor page cited in that row, and anything without a printed price reads Quote-based or not published.

Per-user pricing needs a seat definition before the totals mean anything. On the Grow tier, ten users cost $690 a month at $69 each (figures from Follow Up Boss's pricing page). The same page says the Pro tier includes ten users for $499 a month and adds unlimited calling and texting for all users, so at ten seats Pro is the cheaper entry, both in total and per seat. The CRM plan from Wise Agent includes five team members on a shared login and adds $20 for each further batch of five, so ten members come to $69 a month on that arithmetic (figures from Wise Agent's pricing page). Feature scope differs between those two, so confirm what each seat covers before you compare the totals.

Context for those totals comes from the trade association. Typical member: 10 transaction sides in 2024 according to NAR (2025 profile), so a seat-based price should be judged against real transaction volume, not headcount alone. Lone Wolf says e-signature through its Authentisign product costs an additional fee that its page does not state, according to Lone Wolf. For quote-based vendors, the honest comparison is a written quote that lists every seat, add-on, integration, and renewal term.

Product-by-product fit

Start with the table, then read the profile for the vendor you are considering. The "Published" lines are what the vendor's own page says. The "Our read" lines are our analysis.

Follow Up Boss

Published: the pricing page lists Grow, Pro, and Platform tiers with fixed prices and no custom-pricing option. Grow includes lead distribution, Smart Lists, automated follow-up, calling, texting, email, and reporting, and Pro adds unlimited calling and texting for all users plus team inboxes. The API documents webhook registration, and the webhooks guide sets a limit on webhooks per event per system (see Follow Up Boss's webhooks guide).

Our read: Follow Up Boss has the clearest published price among the CRM options, which makes it the easiest baseline to compare. Its main limit is that the pricing page we opened does not list transaction management, so pair it with a transaction tool or confirm the feature in writing. Implementation means webhook integration is developer work, and seat count drives cost, so settle the seat count before you sign.

Wise Agent

Published: the CRM and CRM plus WiseSocial plans are month-to-month with no setup fees, according to the page. The CRM plan covers contact and lead management, lead automation, email, text, and calls, transaction management, drip campaigns, a team calendar, document storage, and broker reporting. Enterprise is quote-based and aimed at larger teams and brokerages.

Our read: Wise Agent suits a small team that wants a published, month-to-month CRM with transaction features. Its limit is the shared-login model, plus separately priced add-ons for extra logins, SMS credits, and landing pages. Websites are sold separately and the page does not price them, so ask for a website quote before you assume the bundle covers your listings.

Lofty

Published: Lofty lists four plans, Agent, Team, Broker, and Enterprise, and every one shows Request Pricing. Add-ons also show Request Pricing. The platform covers an AI-powered CRM, IDX and hyperlocal websites, lead generation, transaction management, and team and brokerage tools with lead routing, reporting, and single sign-on.

Our read: Lofty fits a brokerage that wants websites and lead generation bundled and can accept a quoted decision. Its cost depends on package, seat count, add-ons, and lead programs, and ad-based lead generation carries a management fee on top, so one quote may not predict the next year. If you need a published price before any sales call, Lofty's page will not give you one.

BoldTrail

Published: the platform page lists IDX websites, a lead engine, a CRM, marketing automation, transaction integration, analytics, and integrated AI. BoldTrail BackOffice covers agent billing, onboarding, QuickBooks integration, accounting, commission management, and reporting. Its commission page says the tool creates custom commission plans, automates calculations and disbursements, and generates agent statements. The pages direct visitors to a package quiz, a demo request, or a sales line, and no prices are published (see BoldTrail's commission automation page).

Our read: BoldTrail is the most complete single supplier here if you want the front office and the back office from one vendor, but compare the modules separately because the site sells them as distinct products. Brokermint's own page now presents its product as BoldTrail BackOffice, described as the next generation of Brokermint, so a Brokermint search leads here. Some third-party listings describe BoldTrail as the rebrand of kvCORE, but the BoldTrail page we opened does not say so, so confirm the product name in the contract. Commission rules must be entered and checked before the first payout.

SkySlope

Published: the Suite plan has a published starting price in the table above and requires no long-term contract, according to the page. Its scope includes forms, transaction checklists, a broker dashboard, and quick audit file review. Add-ons are DigiSign for digital signatures and Books for back-office accounting and commission disbursement, and the page lists no add-on prices.

Our read: SkySlope suits a brokerage whose main pain is transaction compliance and file review. It does not list a CRM on its pricing page, so it replaces the transaction side of MoxiWorks rather than its lead tools. Set up checklists and audit rules before agents start using them, because that setup determines whether the review step catches anything.

Lone Wolf Transact

Published: Transact organizes each deal around the client, with folders, forms, and tasks from templates, a licensed form library with MLS pre-fill, compliance checklists, broker file review, and share groups with view or edit permissions. It offers public APIs through an API Gateway, a back-office sync for brokerages, and an integration with Follow Up Boss. E-signature runs through Lone Wolf Authentisign for an additional fee the page does not state, and the page shows no price and directs teams and brokers to sales.

Our read: Transact fits a brokerage where broker review and compliance are central and where the CRM is Follow Up Boss. The page describes a mobile-first design with no standalone app, which matters if your agents expect an app. Confirm the Authentisign fee and the API route in writing before you plan a migration.

Zapier

Published: Zapier's pricing page lists a Free plan with 100 tasks a month, paid tiers starting at 750 tasks, a Team tier starting at 2,000 tasks, and Enterprise by sales contact. Annual billing is cheaper than monthly billing. The page does not describe run history or error handling, so check Zapier's help documentation before assuming those features exist at your tier.

Our read: Zapier suits a brokerage with someone who can build and maintain connections between existing tools. It is a connector, not a CRM or transaction system, so it does not replace MoxiWorks on its own. When you estimate usage, count each action step as a task, since every step consumes the plan's allowance.

n8n

Published: n8n bases pricing on monthly workflow executions regardless of how complex each workflow is. Its Starter and Pro tiers are billed annually, the Enterprise tier is sold by contact, and automatic retries and error workflows are included on Starter and Pro. SSO and LDAP are not included on Starter or Pro, and audit logging is not included there either.

Our read: n8n suits a technical owner who wants control over data and workflow design. The cost of control is operational: someone must monitor failed runs, rotate credentials, and review who has access. Because SSO and audit logging are not on the lower tiers, access reviews for a small team are a manual task.

The handoff between systems is where switches break

A brokerage that stitches its tools together with Zapier or n8n is doing the same job as a packaged product, so the comparison is fair only if you count what you own. Those tools can support run histories, retries, error branches, and audit evidence when they are configured that way. The buyer still designs and owns observability, idempotency so a retry does not open two transaction folders, escalation to a named person, access controls, and upkeep after each vendor update. The pricing pages we opened show what the platforms include in their plans, but they do not replace that design work.

The worked example below is illustrative only and is not a customer result. Suppose a brokerage routes 40 new leads a month through four steps (create the contact, tag the source, add a note, and alert the agent), which is 160 steps a month. If each step counts as one Zapier task, 160 tasks exceeds the 100 on Zapier's free tier and fits the 750-task Professional tier, which costs $29.99 a month billed monthly or $19.99 a month billed annually, or $359.88 versus $239.88 over twelve months (figures from Zapier's pricing page). The same 40 leads in n8n count as 40 workflow executions regardless of step count, which fits inside the 2.5K executions on the Starter tier at €20 a month billed annually, or €240 a year (figures from n8n's pricing page). If the workflow writes each run's $execution.id to an audit sheet, a failed lead can be traced to one run, since n8n documents that identifier as the unique ID of the current workflow execution (see n8n's metadata reference).

A proposed design from US Tech Automations would treat the handoff as configurable workflows, not as a live deployment, and nothing in this article reports a measured result for a customer. The first workflow covers the front-office handoff. A proposed US Tech Automations design would start when a lead's stage changes in Follow Up Boss, which sends a peopleStageUpdated event to a registered webhook. The workflow would check that the new stage matches the value the brokerage has defined as under contract, then create a draft transaction folder in the transaction tool. The output is that draft folder plus a row in an audit log. Prerequisites are API or import access on both systems, and a transaction tool with a documented route; Lone Wolf Transact lists public APIs, while the SkySlope page we opened does not name one, so confirm the route before design. The webhooks guide sets a limit per event per system, so a second consumer of the same event needs a plan. The human review point is a broker who approves each draft folder before any agent or client receives a message.

The second workflow covers the back-office handoff. The proposed trigger is a transaction marked closed in the transaction tool, or a scheduled export at the end of each day if that tool offers one. The workflow would read the sale price and the commission plan the brokerage has entered, apply the written split, and write a draft payout line to accounting. BoldTrail's BackOffice page lists QuickBooks integration, so a QuickBooks ledger is one possible destination. The output is a draft payout plus an agent statement for review. Prerequisites are export or API access from the transaction tool, the commission rules in one written place, and bookkeeper access to the ledger. The human review points are a controller who approves every payout and a first month run as a dry run on closed deals, with each draft compared against the signed commission statement. The workflow should never release money on its own.

When NOT to use US Tech Automations: if your brokerage only needs a CRM, Follow Up Boss or Wise Agent gives you a published price and a built-in follow-up set without any build work. If one transaction tool already covers your forms, checklists, and file review, adding a workflow layer creates a second system to maintain for little gain. If no one on staff can own admin access and data exports, a packaged vendor with its own support is the simpler choice than a configured workflow.

Glossary of terms used here

• Back office: the accounting, commission, and payout work that sits behind each closed transaction.

• Commission split: the agreed division of a sale's commission among the agent, the brokerage, and any other party.

• Execution (n8n): one run of a workflow, counted against the plan's monthly allowance.

• Idempotency: a design rule that makes a repeated run produce the same result, so a retry does not create a second folder.

• IDX: a feed of MLS listings that lets a brokerage's website display those listings.

• Task (Zapier): one billable action step counted against a monthly plan allowance.

• Transaction folder: the digital file that holds a deal's forms, checklists, and signatures; some vendors call it a loop or a file.

• Webhook: a message one system sends to another when an event happens, such as a lead stage change.

Decision checklist before you switch

• Write down the two jobs, front office and back office, and name a separate owner for each.
• Define the seat for each price: what counts as a user, a team member, or a login.
• Get the add-on list in writing, including e-signature, calling, texting, websites, and ad fees.
• Confirm the API, webhook, or export route for every system that must share data.
• Name the person who approves admin access and data exports.
• Run one closed deal and one commission payout through the new setup before cutover.
• Keep the old system active until both checks pass.

Questions buyers ask

Should I replace MoxiWorks with one product or two?

Choose one product only if its CRM and its transaction and commission tools are both documented and priced on its own pages, because a split stack adds a handoff you must maintain. Many independent brokerages will shortlist a front-office tool and a back-office tool separately and test the handoff before cutover.

Which alternatives publish prices?

Follow Up Boss, Wise Agent, SkySlope, Zapier, and n8n publish figures on the pages we opened. Lofty, BoldTrail, and Lone Wolf Transact show quote-based or unpublished pricing.

Can Zapier or n8n replace MoxiWorks?

No. Both connect tools and run steps between them, but neither provides a CRM, listing marketing, or a transaction file, so they fill gaps between systems rather than replacing one.

Does a CRM with transaction features remove the need for a transaction tool?

Sometimes. Wise Agent and Lofty list transaction management within their CRM scope, but neither page we opened describes forms, checklists, or broker file review in enough detail to compare with a dedicated transaction tool, so check those features directly before you decide.

Why is dotloop not in the comparison?

We could not open dotloop's own website, which returned an error, so we could not confirm its current pricing or features from a primary source. It is excluded until that check is possible.

What should I ask a quote-based vendor?

Ask for a written price for every seat, add-on, and integration, the e-signature fee if one applies, renewal terms, and the export format for your data.

Bottom line

The right MoxiWorks alternative depends on which job is failing: lead follow-up, transaction compliance, or commissions. Choose the front office and the back office separately, use the published prices as your baseline, and get quote-based terms in writing before you cancel anything. To see how a configured handoff could be set up for your own tool stack, see how US Tech Automations configures this.