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MRI Vault CRM
MRI Vault CRM · Cleveland, Ohio, United States · founded 1971
What it is
MRI Vault CRM is a cloud-based real estate CRM covering the sales process from capturing a lead through settlement. Its contact tools include custom-field notes, reporting, call sheets, and appraisal lead management. Users can send emails and SMS, set follow-ups, and trigger personalized communications around dates or events. Listing features capture enquiry information and support photographer logins, with online storage for photos and documents. The product page describes AI tools to draft property descriptions and manage listing media and portal synchronization. Vault also covers sales trust, advertising, invoicing, and tracking, and supports two-way Xero integration. MRI lists more than 1,000 integrations, including REINZ, CoreLogic, Pricefinder, Google Workspace, Outlook, and REIForms/RealWorks. An open API with webhook functionality is available to authorized and accredited third-party integration partners. The Android and iOS app supports open homes, appraisals, self-kiosk check-ins, and contact database access. Commercial tools include transaction tracking, lease expiry reports, and stack plans. Pricing is customized and available by quote.
For and against
For
- Automates email, SMS, and follow-ups.
- Includes listing enquiry capture and media storage.
- Two-way Xero integration is described.
- Mobile app supports open homes and appraisals.
- Bulk data import and export is supported.
Against
- Pricing is available by quote only.
- Some security controls are described for MRI Cloud generally, not specifically Vault.
The verdict
Vault CRM combines contact, listing, follow-up, and accounting tools for real estate sales workflows. Businesses should request a quote and clarify which company-wide security controls apply to Vault.
Who it suits
Vault CRM suits real estate businesses managing leads, listings, follow-up, and sales through settlement. Its commercial tracking features may also suit teams handling commercial property transactions and leases.
Plans and prices
Custom
Plans, pricing, and services customised for your business; request a quote
Read 12 Oct 2026 · mrisoftware.com
On the record
- Accounting
- Vault supports sales trust, advertising, invoicing, and tracking, and the product page describes a two-way Xero integration.mrisoftware.com · read 12 Oct 2026
- AI
- The product page says users can use AI to generate property descriptions and manage listing media and portal synchronisation.mrisoftware.com · read 12 Oct 2026
- API
- MRI offers an open API with webhook functionality to authorised and accredited third-party integration partners.mrisoftware.com · read 12 Oct 2026
- Automated follow-up
- Yesmrisoftware.com · read 20 Sep 2026
- Automation
- It can send emails and SMS, create follow-ups, and trigger personalised communications based on dates or events.mrisoftware.com · read 12 Oct 2026
- Commercial real estate
- The CRM supports commercial transaction tracking, lease expiry reports, and stack plans to visualise building occupancy.mrisoftware.com · read 12 Oct 2026
- Data portability
- The features page says users can bulk import or export data and export it in JSON or CSV format.mrisoftware.com · read 12 Oct 2026
- Email marketing
- Yesmrisoftware.com · read 20 Sep 2026
- Integrations
- MRI lists more than 1,000 integrations and names REINZ, CoreLogic, Pricefinder, Google Workspace, Outlook, REIForms/RealWorks, and Xero.mrisoftware.com · read 12 Oct 2026
- Lead import
- Yesmrisoftware.com · read 20 Sep 2026
- Lead management
- It offers contact notes with custom fields, contact reporting, call sheets, and appraisal lead management.mrisoftware.com · read 12 Oct 2026
- Listings
- It supports listing enquiry data capture, photographer logins, and unlimited online photo and document storage.mrisoftware.com · read 12 Oct 2026
- Mobile
- MRI says its Android and iOS app supports open homes, appraisals, self-kiosk check-ins, and access to the contact database.mrisoftware.com · read 12 Oct 2026
- Mobile app
- Yesmrisoftware.com · read 20 Sep 2026
- Pricing availability
- MRI asks prospective customers to request a quote for plans, pricing, and services customised to their business.mrisoftware.com · read 12 Oct 2026
- Property matching
- Yesmrisoftware.com · read 20 Sep 2026
- Purpose
- MRI Vault CRM is a cloud-based real estate CRM that supports the sales process from lead capture to settlement.mrisoftware.com · read 12 Oct 2026
- Security
- MRI describes company-wide controls including third-party penetration testing, vulnerability management, and multifactor authentication on many MRI Cloud offerings; the page does not specify which controls apply to Vault.mrisoftware.com · read 12 Oct 2026
