A real estate CRM vendor list vs Proferral

A CRM is a good place to keep vendors as contacts, and it may be all you need if you only want their numbers. The Follow Up Boss, Lofty and BoldTrail pages we checked don't describe handing clients a vendor list or recording whether a referred job was hired. Proferral does both, and it runs in a browser today.

Does Follow Up Boss have a vendor list feature for sharing contractors with clients?

No, the pages we could open don't show one. The Follow Up Boss homepage describes managing contacts, tasks and deals in one place, and neither it nor the pricing page mentions a vendor list for clients. Its help center blocked our check, so ask Follow Up Boss directly before you rely on it for this.

Follow Up Boss calls itself "The Real Estate Team OS." Its pricing page lists the Grow plan at $69 a month per user when billed monthly. That price buys a team CRM, so it makes sense for a vendor list only if you already run your deals in it.

Can I keep a preferred vendor list for my clients in kvCORE or BoldTrail?

No, the BoldTrail page we checked doesn't show a list your clients can see. Its CoreHome FAQ tells homeowners that their agent is the resource for questions about local offices, vendors and other resources. It doesn't describe the app showing your vendors to your clients.

That means your client asks you, and you look up the number. It works, and it keeps you in the conversation, but that page doesn't describe any record of who you sent where.

Does Follow Up Boss or Lofty track outcomes when I refer a client to a plumber or roofer?

No, the pages we could open don't describe that. Neither company's public pages describe recording whether a client hired the plumber or roofer you referred. Without that, the record is whatever you remember to write down yourself.

Lofty describes itself as an "agentic AI Operating System built for agents, teams, and brokers," and its homepage lists a CRM and IDX websites among the parts. In Proferral, a check-in you send from your own phone or email asks your client whether they hired the provider, and the answer lands on the referral.

When should you keep your vendor list in your CRM?

Keep it in your CRM if your team already works there every day, you only need your vendors' phone numbers, and you never send the list to clients. Adding a second tool for a list nobody else sees isn't worth it. Your CRM also already holds your buyer and seller deals, which Proferral doesn't.

The habit matters more than the software. Follow up after referring a contractor covers what to ask, whichever tool you use.

What are Proferral's limits next to a CRM?

Proferral is not a CRM, and it doesn't track buyer and seller deals. It works in any browser today, and the iPhone and Android apps are coming, but we can't give you a date. License checks against state rosters cover Oregon and Washington only.

The two can work together. On Pro, inquiries from your list can go to your CRM through Zapier, and Pro is $24 a month (see pricing). On any plan, your clients are your records, and you can export everything any time. If a CRM is more than you need, vendor list spreadsheet vs app covers the simpler option, and vendor list apps for realtors, compared covers the wider field.

Sources

Your CRM stores names, and Proferral records what happened

Proferral keeps the referral itself: who you sent, where, and whether they were hired. It doesn't replace your CRM, and it runs in a browser only today. You can read how outcomes get recorded in check-ins.

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