When it comes to the competitive real estate sector, managing client relationships efficiently is the key to success. Real estate agents streamline this process using Customer Relationship Management (CRM) systems.
These tools are the backbone of a real estate agent’s business, helping organize contacts, track interactions, and nurture leads.
In this blog, we’ll explore the best CRM for real estate that can provide real estate agents with the best tools available. Additionally, we will explain what CRM is and how it can help agents streamline their business.
Whether you’re a seasoned agent or just stepping into real estate, finding the right CRM is akin to discovering a trusted partner in your business journey. It’s not just about managing contacts; it’s about optimizing workflows, maximizing efficiency, and closing deals seamlessly.
Let’s start discovering the best CRMs for real estate professionals that can help you make choices that align with your unique business goals.
What is a Real Estate CRM?
A Real Estate CRM (Customer Relationship Management) is a specialized software solution designed to empower real estate professionals by efficiently managing and organizing their interactions with clients, prospects, and key stakeholders throughout the property transaction lifecycle.
This technology is a centralized hub, streamlining various aspects of the real estate business and enhancing productivity.
Real Estate CRMs offer a range of features tailored to the unique needs of agents and agencies. They enable the systematic organization of prospect information, eliminating the need for cumbersome manual record-keeping. This ensures quick access to client details, facilitating timely responses to inquiries and inquiries about properties.
A Real Estate CRM is a powerful tool that empowers agents with the tools needed to deal with the complexities of the real estate market in a more organized, responsive, and client-focused manner.
Why Do Real Estate Agents Need CRM?
As a real estate professional, you are likely juggling numerous clients, prospecting for new opportunities, and managing many appointments and contracts.
Introducing a CRM (Customer Relationship Management) system into your workflow can revolutionize your efficiency by automating repetitive tasks, allowing you to redirect your focus toward more impactful endeavors.
Here are several features a CRM can provide to streamline and enhance your daily operations:
- Efficient Prospect Organization: say goodbye to the time-consuming search through spreadsheets as a CRM efficiently organizes prospect information, ensuring swift accessibility.
- Prompt Response to Inquiries: No more digging through your inbox to respond to property inquiries; a CRM facilitates quick responses, improving client satisfaction.
- Progress Tracking: Keep tabs on your interactions with prospects, quickly identifying those in advanced stages of the home buying process, contributing to a more strategic approach.
- Digital Information Gathering: Capture digital insights like prospects’ website activity and email interactions, offering valuable data for personalized engagement.
- Centralized Sales Pipeline Management: Simplify your sales pipeline management by consolidating it in one location, providing a comprehensive view of ongoing deals and upcoming closings.
- Client Relationship Maintenance: Nurture relationships with past clients effortlessly, fostering rapport for potential future referrals and long-term engagement.
- Task and Workflow Automation: Automate routine tasks and workflows, such as post-open-house email follow-ups, saving time and ensuring consistent client engagement.
Want further details about the advantages of CRM for real estate professionals? Check out our guide on “Why Real Estate Agents Need CRM Software.”
Our Criteria to Find the Best CRM for Real Estate
In our quest to identify the best CRM for real estate professionals, we meticulously evaluate platforms based on comprehensive criteria. These key factors guide our assessment and help you make an informed decision that aligns with your business needs.
- Price: Understanding the financial implications of adopting a CRM is crucial. We break down pricing structures, ensuring transparency in cost considerations. Our evaluation includes comparing different plans to help you find the most cost-effective solution for your real estate business.
- Top Features: We explored the specific features that set each CRM apart. From prospect organization and sales pipeline management to automation capabilities and client relationship tools, we highlight the key functionalities that can elevate your real estate operations.
- UX Experience: A user-friendly interface is paramount for seamless integration into your workflow. Our assessment covers the user experience (UX) of each CRM, considering factors such as intuitiveness, ease of navigation, and overall user satisfaction.
- Free Trial: Before committing, it’s essential to experience the CRM firsthand. We provide information on available free trials, allowing you to test the platform’s suitability for your business requirements without financial commitment.
- Pros and Cons: A balanced overview of the strengths and weaknesses of each CRM is crucial for making an informed decision. We present the pros and cons, offering a comprehensive view of what each platform excels at and where it may have limitations.
Our criteria aim to empower real estate professionals with the necessary insights to select a CRM that aligns with their unique needs, budget constraints, and usability preferences.
List of 10 Best CRM For Real Estate
After detailed research and testing, we have found the 10 best CRMs for real estate agents and companies. Our top picks are listed as follows:
- Zoho CRM
- Wise Agent
- Follow Up Boss
- Market Leader
Let’s understand the specifications of each of these picks in detail so you can select the one best suited to your business needs.
1. Zoho CRM
Zoho CRM empowers real estate agents to engage seamlessly with customers, regardless of location.
Through seamless integration with live chat, email, and social media platforms, you can establish real-time notifications, ensuring you stay informed whenever a lead or customer interacts with your business.
Including real-time reports and insights guarantees access to the latest data, providing valuable information no matter where you are.
Zoho CRM is a dynamic solution that facilitates real-time connectivity and enhances operational efficiency by offering comprehensive tools for workflow automation and client relationship management in the ever-evolving real estate landscape.
- Free plan available
- Subsequent plans start at $14/user per month (billed annually) and $20/user per month (billed monthly)
- Versatile tool suitable for businesses of all sizes
- Comprehensive suite of applications, including HR and accounting
- Free real estate CRM system plan
- Contact management and business handling under one umbrella
- Integration capabilities with other Zoho apps for seamless data flow and task automation
- User-friendly interface facilitating lead nurturing and client interactions
- Potential learning curve due to the vast array of apps and features
- 15 days
- Consistent pricing provides stability for budgeting
- The free plan offers more features than many competitors, which is ideal for startups
- Integration capabilities with other Zoho apps enhance workflow automation
- Comprehensive suite of applications beyond CRM functionalities
- Learning curve for new users due to numerous apps and features
- Additional costs for add-ons may increase expenses
- Challenges reported in customizing specific functionalities to unique business processes
- May lack specialization in certain areas compared to dedicated real estate agent CRM options
- Navigation through multiple apps is required when using the broader Zoho suite
Zoho CRM is a versatile solution with robust features, making it an excellent choice for small businesses and startups.
Freshsales is an effective CRM solution for real estate businesses that prioritize sales processes, offer competitive pricing, and integrate AI tools for enhanced lead evaluation.
While its primary focus on sales might only partially meet the needs of those seeking a comprehensive solution, its customizable features and straightforward setup make it a valuable choice for optimizing sales operations.
The 21-day free trial provides ample opportunity to explore its capabilities, supported by 24/7 customer support for assistance when required.
- Lowest Price: $15/user per month (billed annually) and $18/user per month (billed monthly)
- AI integration for lead engagement insights and conversion predictions
- Straightforward setup, ideal for businesses prioritizing sales processes
- Competitive pricing, delivering value for money
- Seamless integration with other Freshworks products for unified business management
- Customizable features tailored to the specific needs of real estate professionals
- Relatively easy setup, minimizing onboarding requirements
- 21 days
- AI tools optimize the sales process by evaluating lead engagement and predicting conversions
- Competitive pricing enhances affordability for businesses
- Seamless integration with other Freshworks products for a cohesive business management experience
- Customizable features allow adaptation to the specific needs of real estate professionals
- 24/7 customer support availability ensures assistance when needed
- Segmentation of CRM products may lead to confusion in pricing structures
- Marketing add-ons may not be as robust as desired by some users
- The primary focus on sales may not fully cater to businesses seeking a comprehensive real estate broker CRM solution
- Integration with third-party apps and tools may require additional setup and customization
- Some users express a desire for more advanced reporting and analytics features
Overall, Freshsales CRM provides a comprehensive platform for managing various business aspects with a user-friendly interface.
3. Wise Agent
Wise Agent, built by agents for agents, is a powerful all-in-one CRM for realtors.
With a focus on seamless transaction management, advanced lead automation, and marketing solutions, it offers a centralized hub for all client-related activities.
The platform’s pricing is straightforward, providing flexibility with monthly or annual plans and accommodating customization for larger teams.
While the user experience is not explicitly detailed, Wise Agent’s emphasis on organization, efficiency, and comprehensive CRM tools makes it a compelling choice for real estate professionals.
The availability of a free trial enables users to explore the platform before committing to a subscription.
- $326/year (for up to 4 team members)
- Custom pricing available
- Lead Automation: Automate lead categorizations and contact assignments and optimize landing pages on your website.
- Transaction Management: Seamless management of transactions and a central database for client information.
- Marketing Solutions: Suite of tools to market listings and follow up with leads.
- All-in-one CRM: Comprehensive features for managing various aspects of a real estate business.
- The platform aims to offer seamless organization and efficiency through automated tasks, custom workflows, and built-in reporting.
- All-in-one CRM designed specifically for real estate professionals, offering a comprehensive solution.
- Advanced automation capabilities, including lead categorization and contact assignments.
- Centralized database for client information and transaction management.
- Marketing tools for listing promotion and lead follow-up.
- Straightforward pricing options with the flexibility of monthly or annual plans.
- A free trial is available for users to explore the platform’s functionalities.
- The exact rating must be specified, making it easier to gauge user satisfaction.
- Custom pricing may lead to cost variability for larger teams or specific business needs.
Experience the power of an all-in-one CRM with Wise Agent. From optimized landing pages to automated task management, it’s the ideal solution for realtors aiming for efficiency and growth.
Monday.com stands out as an industry leader among top CRMs for realtors, offering an intuitive and visually appealing interface with the unique concept of boards.
It is particularly tailored for sales-driven real estate team members, streamlining tasks and providing marketing automation at its highest tier.
While the platform primarily focuses on sales, it offers a free plan and a 14-day free trial, allowing users to explore its features. The UX experience is rated at 4/5, and 24/7 customer support ensures assistance is available.
However, users should be mindful of potential limitations, such as a steeper learning curve and higher pricing for add-ons and premium features.
- Lowest Price: $10/user per month for three users (billed annually) or $12.50/user per month (billed monthly)
- Free plan available
- Boards Concept: Intuitive task management with a visually appealing interface for seamless lead, property, and client management.
- Marketing Automation: Available at the highest tier without requiring expensive add-ons.
- Workflow Features: Streamlines tasks for real estate teams, enhancing CRM capabilities.
- Free Plan: Basic system available without breaking the bank.
- Visually appealing and intuitive interface for clear overviews of sales activities and client interactions.
- 14 days
- The intuitive board concept simplifies real estate lead and sales process management.
- A visually appealing interface provides a clear overview of activities and interactions.
- Marketing capabilities are available at the highest tier without costly add-ons.
- Free plan option for users seeking a basic system.
- Workflow features streamline tasks for real estate teams.
- 24/7 customer support availability ensures assistance when needed.
- Some users criticize the mobile app experience, suggesting areas for improvement.
- Some users need more functionality, such as bulk data import and sales forecasting.
- The primary focus on sales may only partially cater to businesses seeking a comprehensive CRM with robust marketing tools.
- The learning curve may be steeper than other real estate CRM programs, especially for advanced features.
- Pricing, including add-ons and premium features, can be higher.
Revolutionize your real estate team’s collaboration and workflow with Monday.com. Its intuitive board concept and streamlined task management ensure a seamless journey through the entire sales process.
Salesforce stands out as a top CRM option for real estate professionals, renowned for its robust features and unmatched customization capabilities.
While its adaptability is a strength, users should be prepared for a learning curve. The pricing structure may be higher, including additional costs for add-ons and premium features.
However, the platform’s scalability and extensive ecosystem of integrations make it suitable for businesses of various sizes.
The 30-day free trial allows users to explore its capabilities, and 24/7 customer support ensures assistance when needed. The UX experience is rated at 3.5/5, reflecting the complexity of the platform.
- Lowest Price: $25/user per month (Starter plan, billed annually)
- No monthly payment option
- Highly Customizable: Robust features with unparalleled customization options to tailor the platform to specific business processes and needs.
- Powerful Sales CRM: Renowned for its potency in sales with advanced features.
- Third-Party Integrations: Wide range of integrations to enhance platform capabilities.
- Scalable Solutions: Solutions that can grow with businesses, catering to small and large enterprises.
- AppExchange Ecosystem: A vast ecosystem of apps and tools is available for extending functionalities.
- While powerful, the extensive features and customization options may lead to a steep learning curve for new users.
- 30 days
- Exceptional customization options for tailoring the platform to specific business needs.
- Recognized as one of the most potent sales CRMs with advanced features.
- Extensive third-party integrations enhance the platform’s capabilities.
- Scalable solutions are suitable for both small businesses and large enterprises.
- Vast ecosystem on the Salesforce AppExchange for extending functionalities.
- The steep learning curve for new users due to extensive features and customization.
- Higher pricing, especially with add-ons and premium features.
- There is no monthly payment option, which may not be ideal for businesses seeking short-term commitments.
- Additional cost for premium customer support, including chat and phone calls.
- Some users reported difficulty navigating the complex interface and settings.
Unleash the potential of your real estate business with Salesforce, a highly customizable CRM offering advanced features and scalable solutions. Tailor it to fit your unique processes and elevate your sales game.
Zendesk Sell, known for its highly-rated mobile app, is a favored choice for real estate CRM systems. Its strengths lie in efficient mobile management, call recording, and seamless integration with texts and email templates.
The intuitive interface ensures a streamlined sales process, providing a holistic sales pipeline view. While the platform excels in catering to sales departments, some users desire more advanced features, and the pricing structure, including add-ons, can be intricate.
The 14-day free trial allows users to explore its capabilities, complemented by 24/7 customer support. The UX experience is rated at 4/5, reflecting the platform’s user-friendly design.
- Lowest Price: $19/user per month (billed annually)
- $25/user per month (billed monthly)
- Highly rated Mobile App: Empowers sales reps to manage tasks, update activities, and oversee sales pipeline management on the go.
- Call Recording: Enhances the real estate industry’s appeal for detailed call tracking.
- Seamless Integration: Direct integration with text messages and email templates for efficient communication.
- Intuitive Interface: Simplifies the sales process and ensures efficient lead management.
- Holistic View of Sales Pipeline: Prioritize efforts with a comprehensive sales pipeline view.
- Unified Customer Service: Seamless integration with other Zendesk products for a unified customer service experience.
- An intuitive interface ensures a streamlined sales process and efficient lead management.
- 14 days
- Highly rated mobile app for seamless tasks and lead management on the go.
- Call recording and direct integration with texts and email templates enhance communication.
- The intuitive interface simplifies the sales process and ensures efficient lead management.
- A holistic view of the sales pipeline helps prioritize efforts.
- Unified customer service experience through seamless integration with other Zendesk products.
- Some users criticize customer service, feeling that premium support is reserved for higher-tier members.
- It primarily targets sales departments, potentially limiting its appeal to businesses seeking a comprehensive CRM.
- Some users desire more advanced features and customization options.
- Integration with third-party apps may require additional setup and expertise.
- The pricing structure can be complex, especially with add-ons and premium features.
Empower your real estate team with Zendesk Sell’s highly-rated mobile app and seamless integration with texts and emails. Take communication to the next level while efficiently managing tasks on the go.
Follow Up Boss is one of the leading CRM platforms in the real estate industry, offering a well-rounded set of features to simplify daily workflows. The advanced lead distribution, customizable dashboard, and email automation are notable strengths.
While the mobile app capabilities may not match the desktop version, the user-friendly drag-and-drop design enhances the overall UX experience.
The UX experience is rated at 4.5/5, reflecting the platform’s user-friendly design.
- Lowest Price: $57/user per month (when billed annually)
- Advanced Lead Distribution: Auto-assigns leads to real estate agents based on location and expertise.
- Customizable Dashboard: Tailored dashboard for a simplified and smoother daily workflow.
- Email Automation: Automates tasks through the “tasks” function for sending pre-written emails and reminders.
- Integrations: More than 20 integrations to synchronize data into one platform.
- Developer Assistance: Support importing contacts, connecting previous sources, and scheduling training.
- User-friendly drag-and-drop design for easy task monitoring and updates, regardless of team size.
- 14 days
- Advanced lead distribution feature for efficient assignment based on location and expertise.
- Customizable dashboard for a streamlined daily workflow.
- Email automation through the “tasks” function for automated follow-ups.
- Over 20 integrations to synchronize data into a unified platform.
- Developer assistance for importing contacts, connecting previous sources, and scheduling training.
- Mobile app capabilities could be improved compared to the desktop app.
- Built-in dialers and dedicated telephone numbers are only included in higher-priced plans.
- Pricing plans may be expensive for smaller businesses or individual real estate agents.
- Users may need a steep learning curve when adapting to the platform’s features.
Optimize your lead management and communication with Follow-Up Boss. Advanced lead distribution, task automation, and a user-friendly design make it a must-have for real estate professionals aiming for efficiency.
LionDesk, known for its cost-effectiveness and user-friendly design, is a versatile CRM provider catering to the real estate profession.
While customization options are limited, the platform offers powerful tools for contact management and lead tracking.
The mobile app adds flexibility and features like automated drip campaigns enhance communication. Users may experience a learning curve, especially if new to CRM systems, and some have reported challenges with specific third-party applications.
The 14-day free trial allows exploration of its features, and customer support is available via phone and chat during business hours. The UX experience is rated at 4/5, reflecting the platform’s emphasis on user-friendly design.
- Lowest Price: $25 per month (billed annually)
14-day free trial
- Cost-Effectiveness: This option is attractive for real estate professionals and agencies on a budget.
- Contact Management and Lead Tracking: Powerful tools for efficient contact management and lead tracking.
- Mobile App: Provides flexibility and convenience for users on the go.
- Automated Drip Campaigns: Enhances communication through automated drip campaigns.
- User-Friendly Design: Supports communication with a user-friendly design and seamless integrations.
- User-friendly design that facilitates communication and task automation.
- 14 days
- Cost-effectiveness makes it an attractive option for budget-conscious real estate professionals.
- Robust tools for efficient contact management and lead tracking.
- Mobile apps provide flexibility and convenience.
- Automated drip campaigns enhance communication.
- User-friendly design and seamless integrations support efficient workflows.
- Customization is limited.
- Users new to CRM systems may experience a learning curve when navigating various features.
- Challenges may arise if relying on specific unsupported third-party applications.
- Some users need help with the responsiveness and effectiveness of customer support.
Affordable and efficient, LionDesk is the CRM for budget-conscious real estate professionals. Streamline your workflow, enhance communication, and manage contacts effortlessly.
Realvolve is designed to assist real estate teams in creating intelligent workflows for various tasks.
With workflow automation, customized email messaging, and integration with Google Workspace, it aims to streamline processes and enhance efficiency.
The ability to send messages directly from the CRM and calculate net commissions adds to its functionality. However, specific details about the UX experience, a free trial, and user satisfaction are not provided.
The pricing plans are outlined, catering to different needs with varying levels of features. Users interested in Realvolve may need to contact the provider or explore the platform directly to understand its capabilities and limitations better.
- Primary: $94/month
- Accelerate: $99/month
- Navigator: $869/month
- Concierge: $2,119/month
- Scalability: Tailored for real estate teams with intelligent workflows for internal and client-facing tasks.
- Workflow Automation: Streamlines processes by automating internal and client-related tasks.
- Customized Email Messaging: Ability to send customized email, text, and social media messages directly from the CRM.
- Calendar and Communication Integration: Track contact and property listing information in one place, syncing across calendars and communication platforms.
- Google Workspace Integration: Synchronize contacts, meetings, and tasks with Google Workspace.
- Net Commissions Calculation: Calculate net commissions on each sale.
- Not specified
- Not specified
- Intelligent workflows for internal and client-facing tasks, enhancing efficiency.
- Comprehensive tracking of contact and property listing information in one centralized place.
- Integration with Google Workspace for synchronization of contacts, meetings, and tasks.
- Ability to send email, text, and social media messages directly from the CRM.
- Net commissions calculation for financial insights.
- The rating needs to be specified, making it easier to gauge user satisfaction.
- Free trial information must be provided, limiting the ability to explore features before committing.
- Pricing plans may be on the higher side for specific users or businesses.
- The exact UX experience needs to be detailed.
- Specific limitations or challenges with the platform need to be outlined.
Enhance your real estate team’s efficiency with Realvolve. Intelligent workflows, customized email messaging, and calendar integration provide a centralized solution for seamless client and task management.
10. Market Leader
Market Leader is a robust CRM option emphasizing marketing automation and listing management. It offers automated text listing alerts to clients and allows direct listing of properties on your website within the platform.
The built-in leads platform is an add-on that enhances lead management capabilities. However, the pricing structure needs to be clearly defined, and users need to contact the sales team for a consultation to determine pricing based on their unique situation.
Market Leader is suitable for agents seeking extensive marketing and client management automation.
The absence of a readily available free trial may require users to engage in a demo or consultation to explore the platform’s features.
- Pricing is unclear and requires consultation with the sales team
- Automated Text Listing Alerts: Notifies clients through automated text alerts when a listing matches their criteria.
- Marketing Automation Tools: Strong marketing automation features to streamline promotional activities.
- List Properties Directly on Your Site: Post listings directly to your website within the CRM platform.
- Not specified
- Only a demo requires reaching out to the sales team for a consultation.
- Marketing automation tools for efficient promotional activities.
- Built-in leads platform available as an add-on.
- Automation of lead generation and conversion processes.
- Pricing could be more transparent, requiring a consultation with the sales team.
- There is no readily available free trial, limiting exploration before commitment.
Take your marketing automation and listing management to new heights with Market Leader. Automated alerts, robust marketing tools, and the ability to list properties directly on your site make it a game-changer for real estate professionals.
Selecting the right CRM for your real estate business optimizes efficiency and client management. Each of our picks of the best CRM for real estate brings unique features tailored to streamline your operations.
From Zoho CRM’s comprehensive suite to Wise Agent’s all-in-one functionality, these CRMs offer solutions for various business needs.
Freshsales stands out with its AI integration, while Monday.com revolutionizes collaboration with intuitive boards. Salesforce’s adaptability and Zendesk’s mobile capabilities provide flexibility on the go.
Choosing a CRM that aligns with your specific requirements is essential, considering factors like pricing, features, and user experience.
For real estate professionals seeking guidance in utilizing these CRMs and maximizing their potential, ThinkProp’s real estate training programs offer expert insights and hands-on training.
Stay ahead in the competitive real estate landscape by leveraging the right CRM and enhancing your skills through our tailored programs. Take the next step towards success in real estate with ThinkProp!