Real Estate CRM software is a contact management system that will help real estate professionals to track their leads throughout the pipeline, so they could make sure their prospects are engaged, and they don’t lose the sales opportunities.
Whether you believe it or not, all businesses need to use CRM software, real estate businesses, and individuals included. This is why it’s important to choose the best CRM software that can help you achieve your goals and keep your customers satisfied.
Our Picks for the Best CRM Software for Real Estate
- Salesforce CRM
- Zoho CRM
- HubSpot CRM
- Insightly CRM
- Less Annoying CRM
- The Wise Agent
- Apptivo CRM
Salesforce CRM is a CRM solution 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. Features such as account and contact management, lead management, opportunity management, and more can help you become more efficient.
A strong point of Salesforce CRM is that it comes from Salesforce, who are experts in what they do, so you can easily find partner apps for Marketing Automation and sales that will enable you to follow your leads all the way to conversion.
This is important because marketing automation is critical in the modern business world, and you can find out why here. Marketing Automation goes hand in hand with CRM. If you don’t know why you can learn the difference between them and how they work together here.
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 useful insights at a glance. The integrations offered by Salesforce with third-party apps and services give you greater flexibility. These integrations include some major CRM, sales, accounting, and management software such as TeamSupport, LeadExec, Zendesk, and others.
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.
If you want to learn more about Salesforce, we highly recommend taking a moment to check out this in-depth Salesforce Edition Comparison.
If contact management is key to you, and you are familiar with the Zoho family of productivity products, then Zoho CRM is the right solution.
Zoho works great for individuals or businesses in the real estate industry and allows for easy collaboration. Attaching documents and notes is a seamless process with Zoho CRM, allowing you to smoothly exchange notes and ideas with other team members. It can also help by matching leads with the right agents for them to get the best results.
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 at nowadays, you can use Zoho CRM to follow your leads and prospects’ behavior, so you can gain a better understanding of them that gives you the chance to build a deeper connection.
As expected, Zoho CRM offers dedicated mobile applications for iOS and Android and integrations with plenty of third-party apps and services, including Gmail and Google Docs.
Freshsales is a great Real Estate CRM thanks to its focus on the customers and their preferences. It allows your businesses to stay with your client and be quick to respond to their requests and complaints to put 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 important 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 that can help you stay on top of your business and get the results you desire. Features such as Email tracking and event tracking allow you to plan your communication with your contact to satisfy your clients and ensure your success.
One thing that makes Freshsales one of the best options for any business is its exceptional customer support. While many CRM providers will promise you great customer service, Freshsales is one of the few that truly delivers on their promise.
Their technical team has the experience and knowledge to help you with any issue you have. You get access to customer support whatever your plan is, whenever you want; however, you want (via live chat, phone call, or email).
Free, intuitive, powerful, and cloud-based – it’s hard to beat HubSpot CRM due to what they offer at no cost. The solution allows small businesses in any industry to start using it and reap its benefits without making huge 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 single detail you have about your customers, and it can assign and track your deals flawlessly. It gives you the ability to track your agents’ performance seamlessly, so you could work on improving it and allowing all team members to keep up to date with their company’s activities.
One powerful point in HubSpot’s favor is its integrations. HubSpot is one of the best integrated CRM platforms 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 to be done, which is great for any business.
Pipedrive is a CRM application that focuses on giving information. Real Estate CRM software can help you gather information, organize it, and make the best out of it.
The solution is easy to use and requires no prior experience or technical knowledge to set up and start using it right away. Another strong point of Pipedrive is the elegant visuals that make it a pleasure to use the solution.
These pleasing visuals are everything, and it allows 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.
Pipedrive offers a free trial for those interested in using it but wants to test the features before committing.
This is another Cloud-based solution, but one 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. They will have more time and energy to invest in building trust, nurturing relationships, and concluding sales more efficiently.
amoCRM gives businesses the ability to fully automate their digital sales pipelines and streamline their most important processes. It also helps businesses track their businesses’ performance to identify areas that need work to improve their results.
The intuitive interface means you can set the solution up and start using it right away. The interface is similar to that of social networks, making it feel familiar instantly to anyone who starts using it right away.
amoCRM’s integrations mean that not only is it easy to integrate the solution into your already-existing IT infrastructure, but it also means you get extra features and extended functionality when integrating it with third-party systems and services.
This is a reliable CRM solution, and they do offer a free trial to explore the solution’s features and functions without committing. Still, no free plan is available, unfortunately.
If you are a small real estate business still trying to carve your spot in the market, Insightly might be just what you are looking for. It’s cloud-based software for starters, so you don’t need to deal with any setup, updates, or maintenance of any kind.
The solution offers plenty of useful features that include contact management, task management, pipeline management, opportunity reports, and more to help your business achieve its goals. The solution also enables you to track deliverables to customers 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 it could get.
As for contact management, you will be able to get a holistic 360-degree view of your customers, check their backgrounds, their communication history with you, and other data that can help you close deals more efficiently.
Insightly also makes it easy for your business to grow its presence on social media as it supports Facebook, Twitter, and LinkedIn (and it even supported Google+, may it rest in peace).
Insightly offers mobile applications for devices running Android, iPad, and even Kindle to help your agents keep track of everything while they’re out of the office.
What really makes Insightly an excellent option for small real estate companies, in particular, is that they offer a free plan as well as a free trial. Their free plan has some limitations, but it’s a good place to start, and you can always upgrade if you want to.
Less Annoying CRM
It’s in the name: This is a less annoying CRM software than its competitors. The solution focuses on being the worry-free CRM software that you really don’t need to be thinking about it too much.
How does it do that? Easy, it provides simple usability, free support, and a straightforward and simple pricing strategy. Setting it up can literally take a few minutes, and then 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 comes with several modules for managing tasks, notes, calendars, events, and leads. You will also be able to modify it to suit your business’s needs, thanks to a large number of configuration and customization options.
Less Annoying CRM, simplicity is the name of the game, 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 making your final decision.
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 is designed to keep all your agents on the same page as it synchronizes all their calendars in real-time, so they could easily check availability.
And because Social Media is where your customers are at, The Wise agents will use the emails you have of your contacts and search through profiles on different social media sites. It will then import any profiles that match with these emails.
The Wise Agent has a simple layout that’s designed to streamline your workflow and increase your efficiency.
The Wise Agent is really a CRM solution designed specifically for real estate, but it has its 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.
Are you looking for an advanced CRM solution that offers advanced marketing tools as well? You might have just found it. LionDesk offers advanced marketing features such as texts and video emails and many other automated marketing features.
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 the information they have about their buyers and their preferences.
LionDesk also comes with 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 give you the information you need without you needing to jump 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 third-party apps and services.
Some of these available integrations include Facebook Ads, Zillow, Trulia, and Zapier. These integrations extend the solution’s functionality, and they are part of their mission to expand the big sales picture by capturing all leads in one place.
Propertybase is a CRM solution that is 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 that is aimed at large real estate organizations.
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. Inexperienced users will have to seriously invest time in learning the solution if they want to get the most of it.
There’s also an issue of a lack of timely customer reports, something many of its competitors – especially on the enterprise level – offer.
Customer support is available via a ticket system. A large online library is available for users who are 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.
With that being Said, Propertybase does offer a 14-day free trial, so you could try the solution and its features before making a final decision on the matter.
Scoro is more than just a CRM solution. It’s a business management system that helps small and medium businesses succeed and grow. It is designed to be one platform that users can control all the aspects of their businesses using it.
The solution allows businesses to manage their projects and clients and track their performance easily.
Scoro offers a wide range of features that include customer relationship management, work scheduling and tracking, collaboration, project management, advanced reporting, and quoting & billing.
The software’s tracking and reporting features are comprehensive and detailed, so 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 a great choice for international businesses 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 all displayed neatly in this Control Hub.
What makes Scoro a great choice for any business is that 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.
With Apptivo, you can create and manage as many customers as you want. The solution’s goal is to offer an easy and low-cost approach to small and midsized businesses to run their businesses efficiently.
The solution makes collaboration easier and engaging clients with a smoother and more effective process. With Apptivo, assigning clients to the right agents becomes easier 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, meaning it puts a great deal of focus on increasing customer satisfaction to build a long-lasting relationship 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, which they can use instead to establish meaningful connections with their clients.
Since they offer a free trial and a free plan, Apptivo is a great CRM software for real estate small agencies. This free plan has its limitations, such as the number of users maxed out at three, but it still offers reporting, support, and all the basic features a small business would need.
Well, that’s It. I truly hope you found what you were looking for. If you don’t like any of the options here, don’t worry, you can probably find something you like in our list of best CRM software for Small Business.
If you have any comments or questions, we would love to hear’em! Just make sure to leave your thoughts in the comments down below, and we will get back to you as soon as possible.