---
description: Learn more about Broker CRM. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Broker CRM Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Broker CRM](/software/2296961/broker-crm)

# Broker CRM

Canonical: https://www.getapp.com.au/software/2296961/broker-crm

> Broker CRM is a customer relationship management solution designed for brokerage professionals to manage clients, leads, and deals.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Broker CRM

\* Centralizes client and contact records, giving brokerage teams a single source of truth for relationship data.
\* Supports lead tracking and pipeline management, allowing brokers to monitor prospects and deals across each stage of the sales cycle.
\* Consolidates communication history and transaction activity, reducing the need to switch between disconnected tools.
\* Provides a structured framework for follow-up and outreach coordination, helping teams maintain consistent client engagement.
\* Oriented toward brokerage-specific workflows, reducing the configuration overhead associated with general-purpose CRM platforms.

## About the vendor

- **Company**: Coding AI Labs

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Contact Management
- For Financial Institutions
- Pipeline Management

## Category

- [Financial CRM Software](https://www.getapp.com.au/directory/1265/financial-crm/software)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2296961/broker-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/broker-crm/> |
| en-AE | <https://www.getapp.ae/software/2296961/broker-crm> |
| en-AU | <https://www.getapp.com.au/software/2296961/broker-crm> |
| en-CA | <https://www.getapp.ca/software/2296961/broker-crm> |
| en-GB | <https://www.getapp.co.uk/software/2296961/broker-crm> |
| en-IE | <https://www.getapp.ie/software/2296961/broker-crm> |
| en-NZ | <https://www.getapp.co.nz/software/2296961/broker-crm> |
| en-SG | <https://www.getapp.sg/software/2296961/broker-crm> |
| en-ZA | <https://www.getapp.za.com/software/2296961/broker-crm> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Review, Compare and Evaluate small business software. GetApp Australia has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.com.au","url":"https://www.getapp.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.com.au/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Broker CRM","description":"Broker CRM is a customer relationship management platform built for brokerage professionals. The solution supports core CRM workflows including client management, lead tracking, and deal pipeline oversight, providing brokerage teams with a centralized workspace to organize and act on client relationships.\n\nThe platform addresses the operational needs of brokers by consolidating contact records, communication history, and transaction activity into a unified interface. Feature configurations are oriented toward the brokerage workflow, allowing teams to track prospects through the sales cycle, manage active client accounts, and monitor deal progress from a single system.\n\nBroker CRM targets brokerage businesses seeking a dedicated CRM tool to replace fragmented processes and improve visibility across client and deal activity. The solution supports day-to-day relationship management tasks and provides a structured framework for teams to coordinate client outreach, follow-ups, and transaction management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/94b3f877-ef9f-4f78-8749-fac249e90cf5.png","url":"https://www.getapp.com.au/software/2296961/broker-crm","@type":"SoftwareApplication","@id":"https://www.getapp.com.au/software/2296961/broker-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/1265/financial-crm/software","@type":"ListItem"},{"name":"Broker CRM","position":3,"item":"/software/2296961/broker-crm","@type":"ListItem"}],"@id":"https://www.getapp.com.au/software/2296961/broker-crm#breadcrumblist"}]}
</script>