Benefits and Insights

Why use LionDesk?

Key differentiators & advantages of LionDesk

  • Work Anywhere: Access from both iOS and Android devices for on-the-go functionality. 
  • Stay on Task: Stay organized, create every day to-do lists and update calendar events, all on a user-friendly interface that provides access to all needed information. 
  • Reach More People: Boost efficiency and increase the number of connections by using features like bulk email and text. 
  • Use Free for 30 Days: Ensure the product adequately fits user requirements with a free trial that lasts twice the duration provided by similar products like Realvolve and Contactually. 
  • Connect With Clients: Incorporate videos in text messages and emails to build personal connections with leads and customers. 
  • Import Facebook Leads: Import and generate leads from Facebook ads directly into the CRM without paying for a third-party app, due to LionDesk’s status as an approved Facebook partner. 
  • Access Broker Tools: Stay on top of business performance with enhanced reports, full visibility of data such as properties and deals, and drip campaigns. 
  • Keep Using Everyday Apps: An API provides integration with other applications and connects more than 100 systems, from general tools like Office 365 to industry-specific ones like IDX Broker and Zillow. 

Industry Expertise

LionDesk provides CRM tools for over 165,000 real estate professionals, including insurance agents, brokers, title reps and loan officers.

Key Features

  • Property Management: Tracks the details of all properties in one place including closed deals, deadlines and tasks. 
  • Contact Management: Provides contact details so it’s clear where to focus efforts. Features include lead scoring, status and filters. 
  • Lead Import: Saves time by automatically adding leads from, Zillow, Trulia and Zip Realty. 
  • Pipeline Management: Simplifies the work process of tracking and managing leads, making the most relevant information easy to see. The single screen provides a complete view of the pipeline by showing which stage individual deals are in as well as total pipeline data. 
  • Video Email and Texting: This built-in feature makes it easy to record videos and then send them via text or email. 
  • Email Reporting: Reveals which efforts and messages are working and which prospects are most engaged with emails. Tracks opens, clicks, bounces, unsubscribes and other responses. 
  • Task Management: Prevents important tasks from falling through the cracks with the calendar view, which includes reminder notifications. 
  • Lead Distribution: Ensures leads end up with the best team members using criteria like agent performance and zip codes. 
  • Drip Campaigns: Makes reaching leads more effective through scheduled campaigns, phone calls and text messages to increase the chances of connecting with prospects. 
  • Automation: Automated messages reduce the amount of time it takes to complete time-consuming and repetitive tasks like emailing, calling and texting leads. 
  • Document Management: Ensures the right documents are on hand with the ability to upload, organize and attach docs to contact profiles. Supported file types include PDF, PowerPoint, Word, Excel and images, up to 10 MB. 
  • Click-to-Call: Helps save time when calling clients and provides a history of interactions with each client by tracking both outbound and inbound calls and text messages. 


At the time of this review, user feedback indicates the following drawbacks of LionDesk:
  •  Doesn’t provide robust customer support. 
  •  Lacks efficient integration. 

LionDesk Suite Support

The Elite plan receives support in addition to what’s listed below. The plan includes priority support, integration setup and one-on-one training.

mail_outlineEmail: [email protected]
phonePhone: (760) 501-8582.
schoolTraining: Elite plan subscribers receive official training courses and on-site classes. A searchable help center provides dozens of articles on how to use the system and how-to videos for all users. The website houses extensive documentation for developers too.
local_offerTickets: Submit tickets through the form on the website’s support page.

LionDesk Reviews

Average customer reviews & user sentiment summary:

96 reviews


of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.


  • Workflow: 100% of users mentioning this feature said LionDesk’s workflow is reliable, aiding proper flow of tasks without obstruction.
  • Business Management: All reviews referring to this feature said its capabilities — lead follow up, task reminders, transaction management and database segmentation — make business management easy.
  • User-Friendly: It’s easy to organize customer information, create email templates, upload contacts, and track activities and tasks, according to 64% of users who reviewed this feature.
  • Automation: 66% of reviews mentioning this feature noted it saves time and increases productivity by automating tasks, texts and contacts.
  • Customization: 50% of users referencing this aspect felt the platform offers fit-to-use customizations.


  • Interface: The beta version has the same features but the dashboard style and design make the interface difficult to navigate, and the video recording option is missing, as noted by 62% of reviews about the interface.
  • Integration: 57% of users mentioning this feature said LionDesk doesn’t efficiently integrate with RealGeeks and other general applications that track website activities.
  • Customer Support: 66% of users who reviewed customer support stated they lack product understanding and are not very efficient at resolving issues.
  • Not Budget-Friendly: The software is overpriced for the features offered and has some limitations in terms of sharing information, as observed by 55% of reviews mentioning cost.

Researcher's Summary:

LionDesk fits well for individuals and agencies looking for end-to-end lead management. The user-friendly platform is highly customizable and offers a unique video recording feature that aids direct communications. Per user feedback, the customer service and price range aren’t the best, and the system lacks some useful integrations. However, it can streamline work and save time via workflows and automation. Real estate professionals who are involved with prospect and client interaction and need features like lead and campaign management, client/property matching, contact management, email marketing, property alerts, tracking and segmentation would find this software useful.

User Sentiment i

Based on 96 reviews:

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