eXp CRM of Choice

Choose your CRM with eXp

eXp lets you pick the CRM that fits how you actually work. Answer six quick questions and you'll see which current options tend to fit agents like you — then compare the real terms, costs and benefits in eXp's official toolkit.

Official eXp sources last checked September 22, 2026

Compare options in the official eXp toolkit

Official program page

CRM of Choice · BoldTrail · Lofty · Cloze

eXp's toolkit is the only place that always shows the current platform list, what's included in your monthly tech package and the program terms. Open it before you opt in.

Open exptoolkit.com/crmofchoice

Decision helper

Six questions, then a starting point

This is Team Legacy guidance, not eXp policy. Confirm current options, pricing and included benefits in the official toolkit before you commit.

Question 1

How do you generate most of your business right now?

Question 2

Do you work solo or with a team?

Question 3

Do you need a website with IDX home search?

Question 4

How much automation do you actually want?

Question 5

How do you manage your sphere today?

Question 6

How do you feel about learning a new platform?

Current options

What eXp lists today

Platform list confirmed from eXp's official toolkit and Knowledge Base. Pricing and included benefits are intentionally not repeated here — they live on eXp's pages so you always see the current terms.

eXp CRM of Choice

BoldTrail

AI-assisted smart CRM with IDX websites and lead scoring.

Customizable IDX website and landing pages
Automated lead nurture and lead scoring
Deep reporting for solo producers and teams

The most tools also means the most setup — block time to configure it well.

Official BoldTrail page eXp University training

eXp CRM of Choice

Lofty

AI-driven marketing automation, lead routing and SEO websites.

Advanced lead routing and campaign automation
SEO-focused websites and many built-in lead sources
Strong fit for teams with shared pipelines

Powerful, so it rewards agents who enjoy learning a bigger system.

Official Lofty page eXp University training

eXp CRM of Choice

Cloze

Mobile-first relationship CRM that organizes your communication automatically.

Captures calls, texts and email into one client timeline
Simplest to start using — very little configuration
Keeps sphere and past-client follow-up on track

Relationship-first, so it is not the pick if a full IDX website is the priority.

Official Cloze page eXp University training

Before you opt in

How the program works

Confirmed from eXp's own pages on September 22, 2026. Programs change — always verify on the toolkit or with eXp Support.

CRM of Choice gives eXp agents access to one of eXp's current top-tier CRM platforms as part of the existing monthly tech package, with no extra fee for standard use.
You activate your choice from your OKTA dashboard under the Marketplace tile.
Once you opt in to a CRM you are generally committed for 12 months, with limited exceptions such as joining or leaving a team that uses a different CRM.
Teams may have additional platform options. Confirm current eligibility and terms in the official toolkit.

Learn your CRM at eXp University →eXp Knowledge Base answer →

Compare options in the official eXp toolkit

Want help thinking it through? Ask Amanda or book a one-on-one.