14 Best Real Estate CRM Software

Recently updated on February 7th, 2023 at 03:12 pm

Real Estate CRM software is a contact management system that will help real estate businesses manage leads throughout the pipeline to ensure their prospects are engaged and not lose sales opportunities.

Whether you believe it or not, all businesses need to use CRM software, including real estate businesses and individuals. This is why it’s crucial to choose the best CRM software to help real estate professionals achieve their goals and satisfy customers.

Table of Contents

What is a CRM in Real Estate?

CRM in the real estate industry is the relation shared between an organization, association, or company with its customers or clients. CRM has a vital role in the Real Estate industry. The real estate industry is the second most employment-generating sector after farming. Moreover, the industry has shown a rise in revenue since the introduction of technological advancements.

Let’s dive into our list of the best real estate CRM software.

Best Real Estate CRM Software Solutions

Freshsales
Salesforce CRM
Zoho CRM
HubSpot CRM
Pipedrive
amoCRM
Insightly CRM
Less Annoying CRM
The Wise Agent
LionDesk
Propertybase
Scoro
Apptivo CRM
BIGContacts

Freshsales

Freshsales is an excellent Real Estate CRM software thanks to its focus on the customers and preferences. It allows your businesses to stay with your client and respond quickly to their requests and complaints, putting you on a steady and consistent growth path.

This solution works as a unified platform from which you can guide your prospects through all the crucial milestones in the sales cycle and from which you can get all the information and insights needed to succeed.

Freshsales provide you with deep insights and excellent communication and collaboration features to help you stay on top of your business and get your desired results. Features such as email and event tracking allow you to plan your communication with your contact to satisfy your clients and ensure success.

The customer relationship management solution offers many features, including email management, email marketing, contact management, calendar management, customer database, etc.

One thing that makes Freshsales one of the best options for any business is its exceptional customer support. While many CRM software providers will promise excellent customer service, Freshsales is one of the few that genuinely delivers on its promise.

Their technical team has the experience and knowledge to help you with any issue. In addition, you get access to customer support, whatever your plan is, whenever you want.

Freshsales Features:

Auto-assignment Rules
Contact Lifecycle Stages
Contact Scoring
Custom Fields
Custom Sales Activities
Custom Modules
Landing Pages
Multi-currency and Multi-language
Sales Sequences
Task Management
Visual Email Builder
Workflows
Web Forms

Freshsales Pricing:

Free: $0/user/month with 100 marketing contacts
Growth: $15 /user/month with 1,000 marketing contacts, billed annually
Pro: $39 /user/month with 1,000 marketing contacts, billed annually
Enterprise: $69 /user/month with 1,000 marketing contacts, billed annually

URL: https://www.freshworks.com/crm/sales/

Salesforce CRM

Salesforce CRM is a CRM software that can simplify the communications between the real estate agent and the buyer, making buying a home more convenient for the client and giving the agent higher chances for success.

Salesforce CRM offers a wide array of features to give you an edge and help you close more deals. Key features such as account and contact management, lead management, lead generation, lead nurturing, opportunity management, and more can help you become more efficient.

A strong point of Salesforce CRM is that it comes from Salesforce, an expert in what they do, so you can easily find partner apps for marketing automation and sales that will enable you to follow your leads to conversion.

Salesforce CRM also increases your team’s productivity by allowing them to work whether in the office or not, thanks to their mobile applications for Android and iOS that sync in real-time.

Creating custom reports is another great feature that helps you get valuable insights at a glance. In addition, Salesforce, with third-party integrations, gives you greater flexibility. These integrations include major CRM, sales, accounting, and management software such as TeamSupport, LeadExec, Zendesk, etc.

Salesforce CRM Features:

Analytics
Collaboration Tools
Contact Management
Customer Engagement Tools
Email Integration
Intuitive, Mobile-Ready Dashboard
Marketing Leads Monitoring
Opportunity Tracking
Sales Forecasting
Sales Leads Monitoring
Social Media Integration
Task Management
Workflow Creation

Salesforce CRM Pricing:

Salesforce CRM doesn’t offer a free plan, but a free trial is available if you want to check the software’s features before committing.

Essentials: $25/user/month
Professional: $75/user/month
Enterprise: $150/user/month
Unlimited: $300/user/month

URL: https://www.salesforce.com

Zoho CRM

If contact management is key to you and you are familiar with the Zoho family of productivity products, Zoho CRM is the right solution.

Not only does Zoho CRM nail the fundamentals of customer relationship management (CRM), but it also guides you on how to customize the fields, the display, and many other aspects of the system.

Zoho works excellent for individuals or businesses in the real estate industry and allows easy collaboration. For example, attaching documents and notes is a seamless process with Zoho CRM, allowing you to exchange notes and ideas with other team members smoothly. It can also help by matching leads with the right agents to get the best results.

With Zoho, email marketing is easy as you can send an email right from the platform, and you will be able to measure the effectiveness of your campaign as it progresses. In addition, it offers sales and marketing automation tools with helpdesk, analytics, and customer support functions.

Zoho CRM offers a wide range of features to give you an edge and help you close more deals. Key features such as account and contact management, lead management, lead generation, lead nurturing, opportunity management, and more can help you become more efficient.

Using their inventory management features, you can manage your sales processes and share your quotes and invoices to prospects through customizable emails and invoice templates.

Zoho’s sales projection features can grade your prospects so you can prioritize them and dedicate resources accordingly.

And Because Social Media is where your customers are nowadays, you can use Zoho CRM to follow your leads and prospects’ behavior to understand them better, which gives you the chance to build a deeper connection.

Zoho CRM integrates with other Zoho products and third-party integrations for over 300 apps, including G Suite, Office 365, Salesforce, and other popular apps.

As expected, Zoho CRM offers a dedicated mobile app for iOS and Android and integrations with plenty of third-party apps and services, including Gmail and Google Docs.

Zoho CRM Features:

Analytics
Contact Management
Customer Segmentation
Deal Management
Event Management
Google Ads Integration
Lead Management
Lead Nurturing
Processing Rules
Reports
Sales Forecasting
Sales Process Builder
Territory Management
Workflow Automation

Zoho CRM Pricing:

Standard: $12/user/month billed annually
Professional: $20/user/month billed annually
Enterprise: $35/user/month billed annually
Ultimate: $45/user/month billed annually

URL: https://www.zoho.com/crm/

HubSpot CRM

Free, intuitive, powerful, and cloud-based CRM solution – it’s hard to beat HubSpot CRM due to what they offer at no cost. In addition, the solution allows small businesses in any industry to start using it and reap its benefits without making considerable changes in their already-existing workflow.

HubSpot is one of the most user-friendly CRM solutions you can find, and it gives you all the necessary features you need without none of the complexities you get with other CRM platforms.

With HubSpot, you can easily organize every detail you have about your customers, and it can assign and track your deals flawlessly. In addition, it allows you to track your agents’ performance seamlessly, so you can work on improving it and allowing all team members to keep up to date with their company’s activities.

One strong point in HubSpot’s favor is its integrations. HubSpot is one of the best integrated CRM software you can find on the market, and if we are speaking about free CRM software, in particular, nothing even comes close.

Automation is another strength of HubSpot, and what means inaction is that closing deals will need fewer resources and time, which is great for any business.

HubSpot CRM Features:

Contact Activity
Contact Management
Contact & Company Insights
Deals
Email Templates
Email Scheduling
Email Tracking
Gmail & Outlook Integration
Lead Analytics Dashboard
Task Management
Web Forms

HubSpot Pricing:

Free
Starter: $50/month
Basic: Starts at $200/Month
Professional: Starts at $800/Month
Enterprise: Starts at $2,400/month

URL: https://www.hubspot.com

Pipedrive

Pipedrive CRM software focuses on the sales pipeline, making it an attractive option for many real estate agencies.

The real estate CRM software is easy to use and requires no prior experience or technical knowledge to set up and start using it. Another strong point of Pipedrive is the elegant visuals that make it a pleasure to use the solution.

These pleasing visuals are everything, allowing you to present your information and data in easily-digestible formats to save time and effort.

Pipedrive is supported by an active community that consists of thousands of experts who are always willing to help. They function more like a family than as a community, and they will happily share their ideas and experiences with you to help you get started and overcome any obstacles you might face.

Pipedrive’s integrations with third-party apps and solutions mean that you can get more features and solutions that help your business be ahead of its competitors. Other features include reminders, customizable reports, project management, lead management, task management, transaction management, and marketing automation.

Pipedrive Features:

Activity Management
Account Management
Call Center Features
Campaign Management
Contact Management
Data Import & Export Tools
Email Marketing
Lead Management
Mobile User Support
Pipeline Management
Price List Management
Product Management
Reporting
Sales Forecasting

Pipedrive Pricing:

Essential: $14.90 per Month per user
Advanced: $24.90 per Month per user
Professional: $49.90 per Month per user
Enterprise: $99.00 per Month per user

Pipedrive offers a free trial for those interested in it but wants to test the features before committing.

URL: https://www.pipedrive.com

amoCRM

This is another Cloud-based solution that combines CRM with sales management, making it one of the best Real Estate CRMs as it can handle a large volume of contact information easily and neatly.

When amoCRM is used right, it can help real estate agents focus more on human interactions. As a result, they will have more time and energy to invest in building trust, nurturing relationships, and concluding sales more efficiently.

amoCRM allows businesses to fully automate their digital sales pipelines and streamline their essential processes. It also helps businesses track their performance to identify areas that need work to improve their results.

The customer relationship management solution offers many features, including email management, email marketing, contact management, calendar management, customer database, lead nurturing, etc.

The intuitive interface means you can set up the solution and start using it immediately. The interface is similar to social networks, making it instantly feel familiar to anyone who starts using it immediately.

amoCRM’s integrations make it easy to integrate the solution into your already-existing IT infrastructure. Still, it also means you get extra features and extended functionality when integrating it with third-party systems and services.

amoCRM integrates with other services like MailChimp, Mandrill, Wufoo, Zendesk, Dropbox, Zapier, Stripe, Facebook, Instagram, etc.

amoCRM Features:

Analytics
Calendar/Reminder System
Client Tracking
Data Import/Export
Email Management
Lead Capture
Lead Segmentation
Marketing Automation
Sales Pipeline Management
Social Media Integration
Reporting

amoCRM Pricing:

This is a reliable CRM solution, and they do offer a 14-day free trial to explore the solution’s features and functions without committing.

Base: $15 per user/month
Advanced: $25per user/month
Enterprise: $45 per user/month

URL: https://www.amocrm.com

Insightly CRM

If you are a small real estate business still trying to carve your spot in the market, Insightly might be what you are looking for. For starters, it’s cloud-based software, so you don’t need to deal with setup, updates, or maintenance.

The solution offers valuable features that include contact management, task management, pipeline management, opportunity reports, and more to help your business achieve its goals. The solution also lets you track customer deliverables and get an overview of your business.

Insightly focuses on helping businesses improve customer communication and make collaboration within the organization as seamless and efficient as possible.

As for contact management, you can get a holistic 360-degree view of your customers and check their backgrounds, communication history with you, and other data to help you close deals more efficiently.

Insightly also makes it easy for your business to grow its presence on social media. It supports Facebook, Twitter, and LinkedIn (and even supported Google+, may it rest in peace).

Insightly offers mobile applications for Android, iPad, and even Kindle devices to help your agents keep track of everything while they’re out of the office.

Insightly CRM Features:

Analytics
Account Management
Activity Management
Contact Management
Customer Contract Management
Desktop Integration
Email Marketing
Lead Management
Mobile User Support
Sales Forecasting
Social Collaboration Features
Reporting

Insightly CRM Pricing:

Insightly is an excellent option for small real estate companies because they offer a free plan and a free trial.

Plus: $29 Per user/month, billed annually
Professional: $49 Per user/Month, billed annually
Enterprise: $99 Per user/month, billed annually

Less Annoying CRM

It’s in the name: This is a less annoying CRM software than its competitors. Instead, the solution focuses on being the worry-free CRM software you don’t need to think about too much.

How does it do that? Easy, it provides simple usability, free support, and a straightforward pricing strategy. Setting it up can take a few minutes, and you are ready to go.

It offers contact management and sales force automation and capabilities. It will help your business consolidate all of the information you have about your prospects and customers in one place where it’s easily accessible by your agents and other team members.

Less Annoying CRM has several modules for managing tasks, notes, calendars, events, and leads. Thanks to many configurations and customization options, you will also be able to modify it to suit your business’s needs.

Less Annoying CRM simplicity is the game’s name, but this doesn’t compromise the functionality or solution’s features. They offer a free trial, so you can take it for a test drive before deciding.

Less Annoying CRM Features:

Analytics
Account Management
Activity Management
Contact Management
Data Import & Export Tools
Desktop Integration
Email Marketing
Lead Management
Pipeline Management
Reporting

Less Annoying CRM Pricing:

$15.00 Per Month

Wise Agent

Wise Agent is a CRM solution that was designed specifically for real estate. The solution provides excellent lead tracking, transaction management, marketing automation, and pipeline management.

It provides all the features a real estate agent needs to engage and nurture their leads. Still, it acknowledges that real estate agents are not marketing experts and don’t need to be, so the software does away with the complexity of other CRM solutions.

Managing Email Marketing Campaigns is easy with The Wise Agent to initiate engagement and follow-up with your customers to keep them involved in the buying cycle.

Wise Agent’s user-friendly calendar keeps all your agents on the same page. In addition, it synchronizes all their calendars in real-time to quickly check availability.

And because Social Media is where your customers are, The Wise agents will use your contacts’ emails and search through profiles on different social media sites. It will then import any profiles that match these emails.

The Wise Agent has a simple layout designed to streamline your workflow and increase efficiency.

The Wise Agent is a CRM solution designed specifically for real estate but has drawbacks. For businesses that rely heavily on analytics and numbers, you should know that the reporting offered by the Wise Agent is not as detailed or thorough as those of its competitors.

Wise Agent Features:

Analytics
Account Management
Activity Management
Campaign Management
Client Management
Contact Management
Email Templates
Lead Capture
Task Management
Reporting

Wise Agent Pricing:

$32 Per Month

URL: https://wiseagent.com/

LionDesk

Are you looking for an advanced CRM solution offering advanced marketing tools? Then, you might have just found it. LionDesk offers advanced marketing features such as texts, video emails, and other marketing automation features.

LionDesk is an integrated CRM platform for real estate professionals that makes client management easier by tracking your emails, phone calls, and messages in one simply searchable platform.

They also offer features such as social media lookup – similar to what the Wise Agent offers –autoresponders, click-to-call, and email drip campaigns.

As for their marketing features, LionDesk allows Real Estate agents to share information such as new property listings with buyers based on their knowledge of their buyers and preferences.

LionDesk also has a team-friendly calendar that offers reminders and movement tracking, but both are available only with the more premium packages.

This is a relatively nice-to-use solution thanks to its nicely laid interface that gives you the information you need without jumping through hoops to get it. However, there’s a learning curve to it, but most would say that it is worth a bit of effort for you to get all the benefits of the solution’s features.

LionDesk also offers excellent integrations with Facebook Ads, Zillow, Trulia, and Zapier. These integrations extend the solution’s functionality and are part of their mission to expand the big sales picture by capturing all leads in one place.

LionDesk Features:

Account Management
Activity Management
CMA Management
Contact Management
Email Marketing
Lead Management
Listing Management
Opportunity Management
Pipeline Management
Sales Forecasting
Sales Reporting
Task Management
Transaction Management

LionDesk Pricing:

Starter: $30.00 per Month
Pro+: $49 per Month
Elite: $99 per Month

*Free 30-day trial is available.

Propertybase

Propertybase is a CRM solution based on Salesforce and uses an IDX website to shuffle your leads. It offers a robust, one-stop CRM and marketing automation combined with sales reporting and transaction recording.

Since it’s based on Salesforce, it’s ideal for those who already have a bit of experience with customer relationship management software. In other words, this is a solution aimed at large real estate organizations.

Enterprise-grade contact and lead management features let you capture your real estate website leads and route them to suitable agents, track social media feeds, create detailed contact profiles, and build custom dashboards and reports.

Propertybase comes with a wide range of advanced features that give users a lot of power, but it comes with the hefty price of a steep learning curve. As a result, inexperienced users will have to seriously invest time in learning the solution if they want to get the most out of it.

There’s also a lack of timely customer reports, which many of its competitors offer, especially at the enterprise level.

Customer support is available via a ticket system. In addition, a major online library is available for users willing to figure things out themselves, which is probably a good idea since users reported that the customer support team’s responses could take up to 48 hours.

Propertybase Features:

Account Management
Activity Management
Contact Management
Email Management
Email Marketing
Lead Management
Listing Management
Opportunity Management
Pipeline Management
Reporting

Propertybase Pricing:

Propertybase offers a 14-day free trial, so you can try the solution and its features before making a final decision.

Company: $69 user/month (billed annually)
Enterprise: $89user/Month (billed annually)

URL: https://www.propertybase.com/

Scoro

Score is more than just a CRM solution. A business management system helps small and medium businesses succeed and grow. It is designed to be one platform where users can control all their businesses.

The solution allows businesses to quickly manage their projects and clients and track their performance.

Scoro offers many features, including customer relationship management, work scheduling, tracking, collaboration, project management, advanced reporting, and quoting & billing.

The software’s tracking and reporting features are comprehensive and detailed. It gives you insightful but actionable data that you can use to make informed decisions that drive your business’s growth.

The solution also offers multi-currency and multi-language support, making it an excellent choice for international or local businesses with remote agents and team members.

The pride and Joy of this solution are the Control Hub. Calendar events, tasks, key performance data, account information, and many other aspects of your business are displayed neatly in this Control Hub.

Scoro is an excellent choice for any business because it gives users complete control over all the business processes and makes it easier for them to correct any errors and work on any inefficiencies they can find.

Scoro Features:

Activity Tracking
Billing and Invoicing
Budget Management
Calendar Management
Client Management
Contact Database
Contact Management
Lead Management
Mobile Access

Scoro Pricing:

Essential $26 per user/ month
Standard $37 per user/ month
Pro $63 per user/ month

URL: https://www.scoro.com/crm-software/

Apptivo

With Apptivo, you can create and manage as many customers as possible. The solution aims to offer an easy and low-cost approach to small and midsized businesses to run their businesses efficiently.

The solution makes collaboration more accessible and engages clients with a smoother and more effective process. With Apptivo, assigning clients to the right agents becomes more accessible than ever, managing new and already-existing customers.

Apptivo allows you to manage all customer communications from one place, from which you can also read all customer agreements in detail. Apptivo also gives your agents a smooth path to nurture relationships with future buyers and improve your business’s sales effectiveness.

Apptivo is customer-oriented, focusing on increasing customer satisfaction to build long-lasting relationships with your customers.

Features such as agents’ and team members’ ability to communicate directly from the app with customers mean that agents can save time and effort instead of establishing meaningful connections with their clients.

Apptivo Features:

Contact Management
Campaign Management
Email Marketing
Invoicing
Project Management
Lead Generation
Lead Management
Marketing Automation
Mobile Access
Opportunity Management
Task Management

Apptivo Pricing:

Since they offer a free trial and a free plan, Apptivo is a great CRM software for small real estate agencies. Of course, this free plan has limitations, but it still offers reporting, support, and all the essential features a small business needs.

Lite: $8 Per Month Per user – Billed annually
Premium: $12 Per Month Per user – Billed annually
Ultimate: $20 Per Month Per user – Billed annually

URL: https://www.apptivo.com/

BIGContacts

BIGContacts by ProProfs is the perfect CRM solution for real estate agents who value simplicity.

This straightforward CRM software can track all your meetings, events, and pending activities. By automating many of your repetitive tasks, BIGContacts can free up more time for selling.

To increase sales, you can keep all the contact information organized and access it appropriately. Every customer interaction can become more personalized with the implementation of BIGContacts. It also allows you to access the social media profiles of your contacts to understand their likes and preferences. The cherry on top is its marketing integration, allowing you to reach new prospects and sell more properties. Several real estate agents trust BIGContacts for generating leads, managing listings, and making more sales.

BIGContacts Features:

Automated Reminders
Contact Management
Customer Segmentation
Custom Data Fields
Email Templates
Lead Nurturing
Marketing Automation
Remote Access
Sales Pipeline Management
Tracking Calendar, Tasks, and Communication

BIGContacts Pricing:

BIG– $5/user/month (billed annually)
BIGGER– $15/user/month (billed annually)
BIGGEST– $25/user/month (billed annually)

URL: https://www.bigcontacts.com/

Conclusion

After studying this list, you should recognize two or three options that best fit the bill for what you need to advance in real estate sales. Next, you should give these real estate CRMs a test drive by using a free version or signing up for a trial. Finally, scale how each software fits within your sales process, and then decide.

Now, you know the best real estate CRM software to manage your real estate business.

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