18 Best Real Estate CRM Software in 2022
Thanks to a booming housing market and technology such as real estate lead providers such as Ylopo, Zillow, and Realtor.com, realtors can easily generate and attract leads. With so many leads available, you need to manage and track your client information.
A spreadsheet may work if you have only a small amount of leads to manage. Once you start landing so many leads and closing sales, you need to find a better option to efficiently organize your sales process and records.
You need a tool that helps you manage all your leads from one central location and saves you the time you spend on manual data entry. CRM software tools perform these functions and even more.
Although there are lots of CRMs in the market, not all of them are suitable for real estate businesses. An ideal real estate CRM software should easily integrate your contacts and other information from other real estate applications.
In this article, you will learn about 18 of the best real estate CRM software for realtors. You will also learn about the benefits and key features of real estate CRM and how to choose the best one for your real estate business.
Let’s get started.
Benefits of Real Estate CRM & Commercial Real Estate CRM
Using CRM software optimized for your real estate needs holds a lot of benefits for realtors, real estate agents, or brokers. Real estate CRM and commercial real estate CRM provide you the much-needed features you need to manage your contacts and deals.
1. Effective Lead Management
Using a commercial real estate CRM helps you capture more leads for your real estate business effectively since it integrates with the popular real estate applications you already use. You also enjoy the total visibility of your leads once they become a part of your sales pipeline.
Real estate CRM also provides you with the tools you need to effectively nurture your prospects leading to more sales. Commercial real estate CRM features like lead qualification and leads scoring help you pick out hot leads and maximize your conversion rates.
2. Better Campaign Tracking and Management
One of the benefits of using real estate CRM for your real estate business is that you can effectively track and manage all your sales campaigns from one dashboard. With CRM, you get to track and manage leads as they move through your pipeline and convert them into paying customers.
Real estate CRM makes it easy for you to build and import your email lists for your email marketing campaigns. You can take advantage of its automation features such as email and appointment scheduling to send emails to leads at the appropriate time.
Another advantage of using commercial real estate CRM is that they boost your interactions and response time to your contacts. The CRM for real estate agents sends you notifications about the right time to send follow-ups to your leads.
3. Enhances Employee Productivity
Keeping employees happy and productive is just as important as keeping your leads happy. With the best CRM for realtors, you can improve the productivity of your employees by automating menial administrative tasks. You also enjoy more time to spend on more productive tasks that lead to more sales.
Miscommunication is another huge problem realtors encounter due to the lack of effective coordination of customer databases in many real estate companies. With the best real estate CRMs, you can share a knowledge base among different realtors and other employees. You also avoid duplicate workflows and enjoy better communication among your team members.
CRM for real estate brokers makes it easy to track your workflow so you can easily spot opportunities to make more sales and identify pain points that need urgent attention.
You enjoy a wealth of customization options to design workflows tailored to your real estate business. CRM for real estate agents allows you to customize the key metrics you want to track.
Key Features of Real Estate CRM
When choosing CRM software for your real estate company, there are certain key features you have to look out for. These key features of real estate CRMs are crucial to optimizing your revenue and productivity.
1. Pipeline Management
Pipeline management is one of the most important features to have in a real estate CRM. This feature helps you to visualize the entire sales process needed to convert leads into paying customers. You can use it to check which team members are assigned to a specific lead or deal.
Realtors will find this feature helpful for identifying priority clients. You also know which deals are likely to be successful and which might not work out. The best real estate CRMs allow you to build multiple pipelines to fill your needs.
2. Email Marketing
Email marketing is arguably one of the best ways to nurture your leads and customers. As a real estate agent, you will find yourself having to create email marketing campaigns aimed at your leads and customers.
The best real estate CRMs integrate with email marketing software to help you send out customizable email marketing campaigns and track the results.
3. Mobile Application
Accessibility is another feature to look out for in real estate CRM. You want a CRM software tool that is easy to access across multiple devices you use such as mobile phones, laptops, desktops, and tablets.
The presence of a mobile application that is suitable for Android and iOS is an essential feature to have in a commercial real estate CRM. Having the mobile application on your smartphone makes it easy to access our deals, customers, and key information even when you are off work.
The best Real estate CRM offers integration with a vast range of software tools such as email marketing, project management, reporting, scheduling, analytical, and forecasting tools. These integrations make it easy for you to import and export contact records.
Integrations with marketing automation tools allow you to get the best out of your text, email, and social media campaigns. CRM offers several benefits for real estate agencies such as building landing pages and web forms to capture leads.
Another key feature of real estate CRM is reporting. Every real estate agent needs to know how much ROI (Return On Investment) is generated from its sales and marketing efforts.
The best real estate CRM software tools provide sales, marketing, campaign, and customer reports. You can use these reports to learn more about your customer behavior and identify opportunities and problems to improve your business.
Best Real Estate CRM Software & Best Commercial Real Estate CRM
Best Overall Real Estate CRM Software
Freshworks is one of the best CRM software for real estate businesses. It helps real estate agencies to manage their sales teams and to track the performance of their sales campaigns. Realtors can use Freshworks CRM to create custom sales activities, create tasks and reminders, and set appointments.
This commercial real estate CRM gives you a comprehensive overview of all your planned activities on your dashboard. You also enjoy an auto-lead feature that automatically assigns new leads to a suitable real estate agent.
Real estate agencies can use Freshworks CRM to capture information unique to their industry about their target audience. Users enjoy currency conversion automation which makes it easy to make sales for leads in foriegn countries.
Freshworks supports transactions and helps you close more deals with its in-built AI and lead generation bot. The productivity of your real estate agents or sales teams improves as a result of the rich automation features available on Freshworks CRM.
This real estate CRM software provides the tools (built-in email, chat, phone, and telephony features) you need to engage in contextual conversations with your leads and nurture customer relationships.
Freshsales has four pricing plans: free, growth, pro, and enterprise. The free plan offers you built-in chat, email, and phone features to help you engage leads and organize your sales team.
The growth plan offers you powerful CRM automation. It is suitable for growing sales teams. The pro plan offers you even more powerful CRM features for growing your sales teams and boosting your revenue. The enterprise plan is suitable for users who want advanced CRM automation and more control.
Best Real Estate CRM with Sales and Marketing Automation
Keap is a marketing automation software designed to cater to the unique needs of small businesses, e-commerce stores, freelancers, real estate agencies, and even the self-employed. It provides users with sales pipelines and contacts management features to help nurture your customer relationships and close more deals.
This CRM software provides you with the tools you need to build a comprehensive lead database. You can import contacts from other CRM tools and spreadsheets. Realtors can also customize contact info or fields to suit the unique needs of their business.
Keap CRM is an end-to-end CRM solution for businesses. It offers helpful tools for acquiring new leads, managing clients, and carrying out email marketing. You can use Keap to collect and capture more leads efficiently. Keap allows you to segment your contacts so you can better personalize your campaigns for your target audience.
This CRM software integrates with other applications used by real estate agencies such as Pipedrive, Trello, Salesforce Sales Cloud, Hubspot CRM, Zendesk, and Mailchimp. It also integrates with payment processing merchants such as WePay, PayPal, and Stripe to collect payments.
Keap offers four pricing plans for users: lite, po, max, and max classic. The lite plan is suitable for soloenterpremuers and new businesses.
The pro plan is suitable for growing businesses while the max plan is best for established businesses and teams. If you have advanced ecommerce and sales team needs, the max classic plan is best for you.
Best Real Estate CRM for Real Estate Brokers and Mac Users
Daylite is a CRM software for Mac and iOS that can help you grow your real estate business. With this software, you can easily track all your communications with your leads and customers in one place. You can use its rich features to close more deals and increase your business revenue.
This CRM software for Apple users is great for real estate agents and brokers. It allows you to segment your contacts so you can send more effective personalized campaigns to targeted leads and customers.
Daylite integrates with native iOS applications such as iCal, Siri, Apple Contacts, and Apple Mail. It is easy to customize and great for mac-based businesses.
With this CRM software, you can easily manage your clients, projects, and deals from your Mac, iPhone, or iPad. Whether you are in the office or out of the office, you can easily manage all aspects of your real estate businesses with Daylite. It offers scheduling, appointment, and reminder features so you do not miss out on any important task or meeting.
One major advantage of Daylite is that it can work with or without an internet connection. Daylite helps you organize your sales pipelines and efficiently move leads through your sales funnel.
Daylite offers a single plan for users. It costs $29 per month and comes with a 30-day free trial.
Best Realtor CRM with Website Integration
Market Leader is one of the best real estate CRM software tools in the market. It offers realtors and real estate sales teams all the tools they need to collect, nurture, and convert leads. Real estate agencies use this CRM software to streamline their selling process for effective conversion of leads into lifelong clients.
One attraction of Market Leader for real estate businesses is the robust product support it offers. Even if you are new to the platform, it offers training courses to shorten the learning curve.
Market Leader offers a wide range of features for users such as automated alerts, contact management, and marketing automation tools. You can also integrate the CRM software to your website to help you capture leads directly and other houses’ search information.
This real estate CRM tracks your activities and allows you to list properties on your website. Its activity tracking is hyper-targeted. You get to see which properties your leads are viewed. With Market Leader, you can run and track multi-channel marketing campaigns and get detailed reports for each campaign you run.
Users enjoy contact management tools for tracking your leads, where they are coming from, and your conversion rates. It allows you to set up automated responses so you respond to your lead faster. Market Leaders CRM syncs with real estate platforms like Realtor.com, Zillow, and Trulia.
Market Leader does not display its pricing plans on its website. You have to schedule a free consultation to get a customized quote for your business needs.
Best CRM for Real Estate Brokers with Clean and Highly Visual UX
TotalBrokerage is a real estate CRM that helps real estate brokers to capture leads, manage their communications with their customers, and track their marketing campaigns in one centralized platform. It makes it easy for you to assign tasks across your team and create custom workflows.
This commercial real estate CRM comes with a built-in HTML editor that makes it easy for you to create and automate custom email drip campaigns. You can grant employees permission to create and edit forms and documents with its transaction workflow tool.
With this CRM software, you can easily capture and nurture leads from multiple sources. Some of these third-party sources include social media platforms like Faceebook and lead generation tools. Real estate agencies can use the CRM software tool to track their real estate agent’s performance, monitor lead conversion rates and other key performing indexes (KPIs).
TotalBrokerage has a clean and highly visual UX that makes it easy to manage your business processes. It offers users an application programming interface (API) to integrate the real estate CRM to other third-party applications.
Total Brokerage CRM offers two pricing plans: brokerages & teams and mega brokerages. The brokerages & teams plan is suitable for real estate agencies with up to 10 agents while the mega brokerage plan is best for real estate agencies with more than 500 agents.
6. Wise Agent
Best Real Estate CRM for Small Teams
Wise Agent is a simple and easy-to-use CRM solution for real estate companies. It is suitable for small teams and provides a centralized database where you can easily access information about your leads and clients.
This real estate CRM software offers marketing automation and seamless transaction management features. You also enjoy other features such as lead automation, text messaging, contact management, time management, and drip marketing campaigns. Wise Agent offers users detailed reporting tools and unlimited document storage.
Users also enjoy a landing page builder for creating customizable landing pages on your website and a built-in editor for creating monthly newsletters. It also offers integration to your favorite social media platforms such as Facebook.
One of the stand out features of Wise Agent CRM is the exceptional customer service it offers users. You get one-on-one boarding and unlimited training on how to use the tool effectively for maximum productivity. Once you have an account, it offers you free 25/7 customer support.
Wise Agent offers a WordPress plugin to help you create forms to capture leads on your website. This full-stack real estate CRM helps you track referrals from your past clients and integrates with third-party applications such as Google Chrome Extension, Twitter, Zapier, Mailchimp, Google Calendar, and Real Geeks.
Wise Agent offers three pricing plans: monthly, annual, and enterprise. The monthly and annual plan offers you a 14-day free trial. The enterprise plan is suitable for users who want to enjoy white label solutions and API access.
Affordable CRM for Real Estate Businesses
Pipedrive is a real estate CRM designed for real estate businesses that are searching for an affordable yet powerful sales CRM solution. This agile real estate CRM software makes it easy for realtors to generate and nurture leads, and close deals.
With this CRM for realtors, you can assign tasks to your team members and keep focused on high-level activities. Real estate agents and home sellers use Pipedrive because of its intuitive design and versatility.
Pipedrive has a mobile CRM application that makes it easy to track your deals and activities even when you are at home. With its set-goal gesture, you can conveniently track the progress of your deals. This commercial real estate CRM integrates with popular third-party services such as Zapier, Zoom Meetings, Google Meet, Microsoft Teams, Asana, Slack, and Trello.
This CRM software for real estate companies compiles information about your potential buyers. It has a low learning curve which simplifies the user experience for users with low or zero knowledge of CRM.
Pipedrive also helps users to organize their dashboards. You can customize the features you want to see and disable or hide the ones you do not need so your home screen does not get cluttered. It offers users secure hosting and real-time encrypted data backup. This CRM software makes it easy to import or export data from spreadsheets or CRMs.
Pipedrive CRM offers users four pricing plans: essential, advanced, professional, and enterprise. All plans come with a 14-day free trial with no credit card required.
The essential plan is suitable for users who want to streamline their business processes. The advanced plan is suitable for users who want to boost their efficiency with reliable automation features.
The professional plan offers enhanced analytics for optimizing your business performance and maximizing revenue. The enterprise plan is suitable for users who want access to multi-team collaboration and customization features.
Best Free CRM for Real Estate Agents
The Zillow Premier Agent CRM is one of the best real estate CRM in the market. It provides you detailed insights into your clients. You get crucial client information such as their search activities and the properties they shared or saved so you can better target the right set of customers.
With the Zillow free mobile application, users get to run their business and respond to leads from any location. You enjoy productivity features such as reminders, tasks, and notes for your client meetings.
This CRM for real estate agents is designed to help you get more value from your leads and clients. One of the key advantages of using Zillow CRM is that prospective buyers will only see your property listing on Zillow. However, Zillow Premier Agent CRM only works with Zillow and does not integrate with other real estate websites.
Zillow Premier Agent CRM is free to use.
Best CRM for Commercial Real Estate Professionals
Rethink CRM is one of the best commercial real estate CRM for commercial real estate agents and real estate brokers. This CRM for real estate professionals has robust pipeline management tools that help users track and manage their client pipelines.
With its automation features, you can automate a wide range of tasks so your team can have more time to spend on high-yielding tasks. You can reach out to prospects from the CRM. It records all the calls and emails you make with your clients so you can easily track them whenever you need them.
Rethink CRM helps you to combine the property finding and pitching processes in one click. This commercial real estate CRM software allows you to send a Property Teaser brochure to your clients which contains a list of available properties you have found.
Arguably one of the most optimized CRM for real estate managers, it provides solutions for managing capital markets, commercial tenants, landlords, and developers, and development projects.
Real estate managers enjoy features such as lease management, prospect management, detailed reports, and custom dashboards. With its comprehensive client reports, you can better forecast your revenue and track KPIs.
Rethink CRM is suitable for selling commercial real estate properties. It offers you specialized tools to track lease expires and available properties, track rent per square food, track your transactions and deals with landlords.
You have to contact Rethink CRM for custom pricing.
10. Real Geeks
Most Comprehensive Real Estate Marketing CRM
Real Geeks CRM is one of the best CRM for real estate businesses. It provides automated support for tasks such as follow-ups and notifications. When a new lead gets into your CRM system, the CRM software sends you a notification about it via mobile and email. You can set up a custom follow-up message which the software will send to the lead.
Real estate managers can use the real estate marketing CRM to track agent productivity and accountability. With this real estate CRM, you can provide training opportunities to boost the performance of your employees.
This real estate CRM software allows you to create an IDX website specifically for your real estate business. With its built-in website builder, you do not need any knowledge of coding to create an IDX website. The websites you create are highly optimized and mobile responsive.
You can list properties on the website, create personalized landing pages for your real estate agents and prospective home sellers. As leads pass through your IDX website created with Real Geeks CRM, the CRM saves them as contacts for easy access.
Real Geeks CRM has a user-friendly interface and helps boost your real estate deals’ conversion rate. With its automated marketing tools and detailed reports, you have everything you need to generate, track, and convert leads into paying customers.
This real estate CRM software offers you social media marketing tools and integrates with third-party applications such as Mailchimp, Zillow, Realtor.com, and Trulia.
You have to contact Real Geeks for custom pricing.
Best Real Estate CRM with End-to-End Sales Execution
LeadSquared’s real estate CRM is one of the best sales CRM for real estate companies in the market. It offers users robust end-to-end solutions that cover lead generation, deal management, and payment processing.
You can set up custom lead scoring criteria so the CRM software can know which tasks and leads to prioritize. LeadSquared CRM makes it super easy to automatically distribute your leads across your real estate agents based on the criterias you set. Some of the criterias include location and property type.
With its automated follow-up feature, you can swiftly respond to your leads’ inquiries even when you are not present. It allows you to set automatic responses for different scenarios. You can also use the real estate CRM to capture inquiries from your marketing campaigns.
LeadSquared CRM automatically tracks and records all the interactions with your customers across multiple platforms to improve your customer experience. With its drag-and-drop landing page builder, you can create customized landing pages for your different needs.
LeadSquared CRM offers you four pricing plans: lite, pro, super, and ultimate. The lite plan offers you access to lead management, sales management, sales communication, and mobile CRM features. It costs $25 per month.
The pro plan offers you access to all the features in the lite plan plus email campaigns, advanced lead management, advanced sales management, and webhooks features. It costs $50 per month.
The super plan offers you access to all the features in the lite and pro plan plus workflow automations, sales process designer, advanced lead distribution, and permission templates features. It costs $100 per month.
The ultimate plan is suitable for enterprises that need access to more features than offered by any of the three plans. You have to contact LeadSquared CRM to get a custom quote.
Best CRM for Real Estate with Gmail Integration
If you are using Google Workspace for most of your interactions with customers, Streak for Real Estate CRM is an ideal Real Estate CRM for you. It is a perfect CRM solution for realtors looking for an excellent way to manage their leads from their Gmail accounts.
This general purpose CRM software offers contact management features. You can group your contacts and manage your interaction with leads and customers directly from your Gmail inbox. It does not require any learning curve. As long as you know how to use a Gmail account, Streak for Real Estate CRM is easy to use.
Streak for Real Estate CRM allows you to share and manage documents, and aggregate data on your customers. You can set permissions on who to grant access to the CRM and track the performance of your deals.
With its intelligent outreach tools, you know the best leads to contact and when to contact them for maximum results. Streak for Real Estate CM comes with mail merging and email tracking features.
Streak for Real Estate offers four pricing plans: free, solo, pro, and enterprise. The free plan is suitable for realtors trying out Streak. The solo plan is best for real estate professionals looking for an all-purpose CRM.
The pro plan is suitable for any sized real estate agency or team while the enterprise plan is best for real estate businesses looking for deep customization.
13. Top Producer
Best CRM for Real Estate Agents that Centralizes All Leads
Top Producer CRM is a real estate CRM that helps you organize your entire sales pipeline. It offers both lead management and marketing capabilities in one tool. With the real estate-focused CRM, you have all the tools you need to manage and nurture leads, manage inquiries, and close more deals with prospects and leads.
This CRM for real estate brokers and agents allows you to sync all your contact information across multiple sources in one interface. One of the advantages of Top Producer CRM over other CRMs for real estate is that all its features are optimized for real estate agents. It is relatively easy to use and does not require a steep learning curve.
With the CRM software tool, you can create email templates and run email marketing campaigns. You can also manage transactions and share reports with your prospects. The standout feature of Top Producer CRM is the street view of your real estate property that shows your prospects.
Top Producer CRM through its real estate lead management feature allows real estate agencies to consolidate leads from over 100 different sources such as Zillow, Realtor.com, and Trulia. You can also import leads from Google Forms and Facebook Ads.
This CRM software for real estate agents also integrates with email service providers such as Outlook and Gmail. With its social insight tool, you can connect to your leads’ social media accounts to get information for better targeting.
Top Producer CRM offers three pricing plans: starter, professional, and advanced plans. The starter plan is suitable for real estate agencies that want access to basic real estate CRM features.
The professional plan is best for real estate businesses that want access to top-notch CRM features such as timely updates about sale properties, new listings, and price changes. The advanced plan is suitable for real estate agencies that want access to advanced lead management features.
Best Real Estate CRM with Inventory Management Features
Apptivo CRM is one of the best CRM software targeted at the real estate industry. This real estate CRM software offers users a wide range of features to manage and nurture leads, track and close deals. Some of these features include contact management, lead generation, opportunity management, territory management, and customer service features.
With this CRM for realtors, you get visibility on competitors and features to track your contracts. You can use the CRM software tool to segment your contacts and run targeted campaigns. When new properties become available, the CRM notifies you of their availability.
This CRM software for real estate agents allows you to respond swiftly to time-sensitive clients. You can set up automated responses so that even when you are away, you do not leave your customers hanging and potentially lose them to a competitor.
Apptivo CRM has an inventory management system that makes it easy for you to process orders and manage your inventory levels. This CRM for real estate agencies allows you to access your invoicing systems, project management software, email campaigns, and other client data from one location.
You can assign sales territories to agents and create work orders. Users can also create assignment rules that the CRM uses to assign leads to your real estate agents. Apptivo integrates with office tools such as Dropbox, Slack, Google Workspace, QuickBooks, RingCentral, PayPal, and Office365.
Apptivo offers four pricing plans: lite, premium, ultimate, and enterprise. The lite plan is suitable for small real estate agencies that want to manage deals and send quotes.
The premium plan is best for rapidly growing real estate agencies that need an all-in-one CRM. The ultimate plan is suitable for large real estate agencies that need integrations and automation. The enterprise plan is best for enterprise organizations that need complex integrations.
Best Predictive Real Estate CRM Software
BoomTown CRM is an all-in-one real estate CRM software that provides all the tools you need to succeed in the real estate industry. It offers contact management, lead generation and qualification, and pipeline management tools that help you to better manage and nurture your leads and close deals.
This real estate CRM allows you to send leads to the right agents. It provides you with predictive real estate CRM tools that keep your real estate agents productive. You can track your lead activity with this CRM software and know which leads are most likely to convert.
With its smart prospecting tools, your best listings are matched with the most fitting prospects. BoomTown has a mobile app that allows you to make calls and keep your conversations going even if you are not in the office. You can create targeted lists and segment leads based on price, location, and other variables.
BoomTown helps you schedule follow up with automated texts and emails. This CRM software for real estate agents integrates with BombBomb, Mojo Dialer, and other third-party applications.
BoomTown CRM does not disclose its pricing on its website, you have to request a demo to get a custom quote for your real estate CRM needs.
Best CRM for Realtors Looking for Multichannel Communication Capabilities
LionDesk is a CRM software optimized for the real estate industry. It offers users CRM tools for scheduling follow-up, automating communication, and organizing leads and contacts. You can use the real estate CRM to build and manage multi-channel communications and campaigns.
This CRM software allows you to create custom email templates for your drip email marketing and text campaigns. You can set the specific time you want to send the email. It offers transaction management tools you can use to streamline your workflows.
With this CRM software, you can create Facebook Ads easily. LionDesk CRM integrates with Zapier, Cloud CMA, Zillow, Ylopo, Realtor.com, and social media apps. You also enjoy robust data analytics and visualization tools.
LionDesk CRM provides you with bulk email and texting, and video emailing, and campaign features. You can use the CRM software tool to design digital and printed mail. With its drip campaigns feature, real estate agencies can send automated messages to leads through text, phone, and email.
LionDesk CRM offers users a free trial with limited contact communications. This CRM software for realtors has three pricing plans: starter, pro, and elite.
The starter plan is suitable for small real estate agencies. The pro plan is best for growing real estate agencies. The elite plan is suitable for large real estate agencies.
Leading Commercial Real Estate CRM Software for Real Estate Brokerage Firms
Propertybase CRM is one of the best real estate CRM in the market. Built on the Salesforce platform and developed by real estate experts, this CRM software provides industry-specific (real estate) tools. It is suitable for residential and commercial real estate brokers.
This Salesforce-powered CRM application has a huge community. With this real estate CRM tool, you can better manage your relationships with your clients from the lead generation process to the closing. You also enjoy lead management and contact management features for capturing leads from multiple sources such as your website and other websites such as Zillow and Trulia.
After the capture of leads, Propertybase CRM helps you automatically distribute them to the right agents in the best position to convert the leads. It allows you to track your social media feeds, create custom dashboards and reports, and detailed profiles.
Propertybase CRM supports hundreds of applications and add-ons. It integrates with third-party applications such as Geopointe, Dropbox, HubSpot, Zillow, QuickBooks, DocuSign, MailChimp, PowerDailer, and Skype.
This CRM software is one of the few real estate CRM solutions optimized for commercial real estate brokerage firms. It offers inventory management, powerful forecasting and analytic, SEO, marketing, lead generation, and website building tools.
With 200,000+ real estate agents and 2,000+ real estate brokerage firms using Propertybase across 60+ countries, it is one of the most popular real estate CRM in the market.
Propertybase CRM does not offer its pricing on its website. You have to contact its sales team to get a (14-day free) demo and custom pricing.
Simple and Affordable CRM for Real Estate Agents
RealOffice360 CRM is a simple CRM software for real estate agents that allows them to build their client database. Users enjoy access to CRM tools for lead management, lead generation, deal tracking, and time organization. You can use the simple real estate CRM to create to-do lists and set and track sales targets.
With its visual deal tracker, you can manage your sales pipeline from a single dashboard. Its predictive modeling feature helps you better track commissions for your real estate agents. You can create smart workflows and set automated actions based on the stage your prospects are in and the type of deal.
RealOffice 360 provides you with the tools you need to nurture relationships with your clients. It helps you generate notes on clients and tour meetings and track personal info about your clients. You can organize and share documents with your clients from the real estate CRM.
This CRM software for real estate agents allows you to automatically generate leads from your website and other real estate sources. You can import contacts from Outlook, Google, Excel, and other CRM tools.
RealOffice360 offers two pricing plans: free and premium. The free plan offers real estate agents access to all the basic CRM features they need. The premium plan is suitable for real estate agents who want advanced CRM features.
How to Choose the Best Real Estate CRM Software
If you are looking for a real estate CRM that is suitable for everyone in the real estate industry, there is no such CRM. Different real estate CRMs are built for different customers. Some are suitable for real estate agents, some for property developers, some for small real estate agencies, and some for large real estate agencies and brokerage firms.
However, when choosing the best real estate CRM software, there are certain factors you have to pay attention to. Without these factors, a CRM is not the best solution for your real estate needs.
1. Size of Your Team or Business
When choosing the best real estate CRM software, consider the size of your team or business. If you are working as an individual realtor, the best real estate CRM software for you will be different from someone working with multiple team members in a real estate agency.
Also, the size of your real estate business is a crucial factor to check out when choosing a real estate CRM software. A large real estate brokerage firm will need a more advanced and customized real estate CRM than a small real estate business.
If you run a real estate agency or brokerage firm, an automated lead routing feature is a must-have for any CRM you choose. For individual real estate agents, a simple real estate CRM software that helps you organize your contacts by categories is sufficient.
2. Residential vs. Commercial
Many real estate agents or companies make the mistake of choosing a real estate CRM without considering whether it is suitable for residential or commercial real estate. The bulk of available real estate CRMs in the market are designed for residential real estate needs.
If you sell in the commercial real estate sphere, you need to use a CRM software tool that is designed for commercial real estate. A commercial real estate CRM provides tools for managing communications with commercial developers, commercial buyer and seller representation, and commercial leases.
Automation is one of the top features you need to look out for in a real estate CRM software tool. It makes it easy for you and your team to manage real estate communications such as inquiries and follow-ups.
While almost all CRM software provides some level of automation, you want to automate as many of the tasks and activities as possible. It should conveniently send custom messages based on the action your client takes. The best real estate CRM offers you extensive automation features while still maintaining some level of personalization.
Real estate agents and businesses use a variety of tools to generate leads, manage their listings, and communicate with clients. The best real estate CRM should seamlessly integrate with these tools.
If you use a CRM that does not integrate with your real estate tools, you have to switch tabs too often and have to manually import data such as customer information. This bounce back and forth across different software defeats the purpose of having a CRM.
The best real estate helps you manage all your CRM activities in a single dashboard. When choosing a real estate CRM, select one that integrates with third-party applications such as Gmail, Outlook, Excel, HubSpot, Zillow, Trulia, and other third-party tools you use.
Real Estate CRM Software FAQ
Real estate CRM software performs several functions for users. It helps you manage your relationships with your contacts for increased conversion rates. The best CRM for real estate agents automates your mundane tasks and helps you organize all your client’s data in one dashboard.
Some of the top functions provided by a realtor CRM into lead and contact management, tracking of your lead generation campaign, and schedule management.
The number one reason why you should use a real estate CRM software tool is that it is specifically designed for the real estate industry. It helps you manage your leads effectively and allows you to respond to customers in their preferred communication channel which leads to higher conversions.
Another reason to use real estate CRM is that it allows you to create drip campaigns. These drip campaigns let you send automated emails and messages to prospects and existing customers. It also improves your follow-up with timely notifications and helps improve the productivity of your employees with its automation features.
Real Estate CRM helps you keep your clients satisfied. You close deals faster and retain customers leading to an increase in your Customer Lifetime Value (CLV).
The cost of real estate CRM is dependent on several platforms such as whether it is an in-house or web-based CRM solution and the pricing plans of the CRM provider.
If you want your in-house real estate CRM, the average cost ranges from $100 to $1,000 per user. However, note that you will have to handle implementation costs, technical support, software updates, and maintenance.
Web-based real estate CRM software provided by SaaS companies ranges from $50 to $100 per user per month. In some cases, you can get access to small business real estate CRM solutions for as low as $15. Many web-based real estate CRM offers a free trial period during which you can test the software for free.
The benefit of using web-based real estate CRM is that it is less costly compared to in-house CRM software. You only pay monthly subscriptions. The CRM software provider handles software updates and maintenance.
Which Real Estate CRM Software Should I Try
Choosing the best real estate CRM for your real estate needs is no easy task. With so many good options in the market, you have to pay extra attention to your specific use case and unique needs to find the best fit.
Freshsales is the best overall real estate CRM that helps real estate agencies to manage and track the performance of their sales teams and campaigns. If you need a commercial real estate CRM solution, Rethink is the best option.
Wise Agent is the perfect real estate CRM for small teams. Daylite is the best real estate CRM for mac users because of its seamless integration with native iOS applications such as iCal, Siri, Apple Contacts, and Apple Mail.
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