2024 Seller & Buyer Rep Toolkit >>>>
CRM of Choice is eXp's bold, new tech solution designed to put the power of freedom,flexibility, and control in your hands.
Built on agent feedback and designed for growth, CRM of Choice empowers you to be intentional with your business by giving you access to one of three top-tier CRM platforms — BoldTrail, Lofty, Cloze — included in your existing monthly tech package, with no additional fees for standard use.
Whether you’re a solo agent, part of a high-performing team, or focused on relationships and referrals, CRM of Choice allows you to select the system that best aligns with your unique workflow, business structure, and goals — all accessible through OKTA with seamless, single sign-on, and supported with tailored onboarding and training.
No extra costs. No surprises. Just the power to run your business, your way.
PROGRAM BENEFITS
Freedom to Choose
No More “One Size Fits All”
Tailored to solo agents, teams, lead gen, or
referral models
Included in Your Existing Tech Fee
Unified Login with OKTA and SSO
Onboarding andTraining Specific to Your CRM
Ongoing Support
No More Lock-ins - annual renewals allow
you to reassess and update your CRM to
keep your tech aligned with your goals
Guided Migration Process
Game-changer for Attraction, Recruitment,
and Retention
Designed for Growth — enabling you to automate workflows, nurture client relationships, and scale operation
EXPLORE OUR OPTIONS:
Not sure which CRM is right for your business?
Join us in eXp World for daily deep-dive sessions on your top CRM options—Lofty, BoldTrail, and Cloze. Get the details, ask your questions, and walk away confident in your choice.
Every Monday and Wednesday
Cloze at 12 noon ET
Lofty at 1 pm ET
BoldTrail at 2 pm ET
THE POWER OF POSSIBILITIES
With the power to select the Customer Relationship Management (CRM) system that best suits your business needs, you have an opportunity to discover the features and benefits of each CRM of Choice offered in our program.
Start your discovery here with a side-by-side comparison of our CRM providers in order to compare and contrast the key features of each. Continue on to find detailed product profiles and specific FAQs, introduction videos, points of difference, and training and support materials – everything you need to identify your CRM of Choice.
SOCIAL MEDIA SHAREABLE TEMPLATES
Whether you’re looking for a ready-made image or something you can customize, we’ve created some easy-to-use social media posts below to help you promote eXp‘s CRM of Choice offering in your attraction efforts.
MADE YOUR DECISION?
Complete the CRM of Choice Survey to select the CRM tool that best serves your business needs.
QUESTIONS? WE'RE HERE TO HELP!
Visit eXp University for live and on-demand training or contact eXpert Care for personalized guidance.