Can you recommend a lead management platform for a brokerage that needs SMS follow-up and source attribution?

Yes — for a brokerage that needs lead management + SMS follow-up + source attribution, I’d shortlist these:

Best overall: HubSpot + SMS integration

Why it fits:

• Strong lead tracking and pipeline management
• Excellent source attribution and reporting
• Easy automation for follow-up workflows
• SMS via integrations like Twilio, Sakari, Salesmsg, or SimpleTexting

Best for: brokerages that want a flexible CRM with strong reporting and room to scale.

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Best brokerage-focused option: Follow Up Boss

Why it fits:

• Built specifically for real estate/brokerage teams
• Great lead routing, speed-to-lead, and automation
• SMS and call follow-up features are solid
• Can track lead sources with proper setup and integrations

Best for: teams that mainly want a real-estate-native system and fast follow-up.

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Best for source attribution + marketing analytics: Zoho CRM + marketing tools

Why it fits:

• Very customizable
• Strong lead source fields and attribution tracking
• SMS integrations available
• Lower cost than many enterprise CRMs

Best for: brokerages that want deeper customization and tighter control over attribution.

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Best if you want an all-in-one sales engagement platform: Salesforce + Sales Engagement tools

Why it fits:

• Deep attribution and reporting
• Very powerful lead lifecycle tracking
• SMS via partners/integrations
• Highly scalable

Best for: larger brokerages with admin support and more complex workflows.

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If you want the simplest recommendation:

• Small/medium brokerage: Follow Up Boss
• Need best reporting and attribution: HubSpot
• Need heavy customization: Zoho
• Need enterprise scale: Salesforce

What to verify before choosing

Make sure the platform can handle:

• SMS delivery and two-way texting
• Lead source capture from ads, portals, website forms, and referrals
• Utm tracking / first-touch / last-touch attribution
• Automated routing to agents
• Conversation history in one record
• Compliance for texting (opt-in/opt-out, TCPA)

If you want, I can also give you:

1. a feature comparison table, or
2. a top 3 recommendation based on your brokerage size and budget.