--- title: "Best Real Estate CRM Software - 2026 Reviews & Pricing" description: "Find the best Real Estate CRM Software for your organization. Compare top Real Estate CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/real-estate-crm-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Real Estate CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Real Estate CRM Software of 2026 Updated August 4, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 235 results ### Compare Products Showing 1 - 25 of 235 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18800)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - 360-degree customer relationship management - Comprehensive sales process control - Tailored workflows and flexibility ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Campaign Analytics 5.0 Proposal Generation 5.0 For Real Estate 5.0 Client Portal 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6987)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - Flexible and intuitive usability - Affordable plans and value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Complex and limited email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 Widgets 5.0 For Mac Devices 5.0 ### Worst rated features: Chatbot 2.0 Incentive Management 3.0 Social Marketing 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: SatuitCRM [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) 4.0 [(3)](https://www.softwareadvice.com/product/466225-SatuitCRM/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset management, private equity, hedge fund and wealth management industries. The platform offers both cloud-based and on-premise deployment options, allowing users to choose the software environment that best suits their business needs. SatuitCRM's interactive investment analysis and self-service investor portal enable clients to track their investment performance, review transactions and manage account details. The application also streamlines the client reporting process by automating the compilation of manual reports, saving time and reducing errors. Additionally, it also provides secure document management and delivery capabilities. facilitating seamless sharing of forms and content across multiple clients.... [Read more](https://www.softwareadvice.com/product/466225-SatuitCRM/) ### Product: Quickbase [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) 4.43 [(333)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/) ### What users love - Responsive and knowledgeable support team - Highly flexible customization options - Automates complex business workflows ### To take in mind - Expensive for growing teams ### Best rated features: Territory Management 5.0 Status Tracking 5.0 Compliance Tracking 5.0 Accounting 5.0 [See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features) ### Free trial Custom Pricing available upon request ### Team $35.00/month Minimum of 20 users ### Business $55.00/month Minimum of 40 users [See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans) ### Product: Lofty [Lofty](https://www.softwareadvice.com/crm/chime-profile/) 3.86 [(127)](https://www.softwareadvice.com/crm/chime-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.... [Read more](https://www.softwareadvice.com/crm/chime-profile/) ### What users love - Intuitive and accessible interface ### To take in mind - Slow and unhelpful support experience ### Best rated features: Commenting/Notes 5.0 Marketing Automation 5.0 Property Management 5.0 Data Visualization 4.8 ### Worst rated features: Customizable Fields 1.5 Lead Qualification 2.0 Campaign Management 2.5 Client/Property Matching 2.8 [See all features](https://www.softwareadvice.com/crm/chime-profile/#key-features) ### Product: RealEstateHalo [RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/) 4.53 [(78)](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary RealEstateHalo from Halo Programs is a cloud-based solution for the residential real estate industry. The platform offers built-in customer relationship management (CRM) tools, real-time reporting and lead generation. It includes automated client follow-up and prospecting programs. A secure data feed can be set up to manage agent data entry. Agents have the ability to opt-out any client from the follow-up program. Print and email touch points include personalized URLs for lead generation. Agents can also sign up to have their company’s approved Just Listed and Just Sold mailings sent automatically. Repeat business, referrals, reviews and testimonials can be generated through marketing campaign features. MyLeadDashboard also measures client satisfaction and the company’s net promoter score. MyLeadDashboard comes with a configurable online storefront, and approved postcards, flyers and emails can be set up for agents to send. MyLeadDashboard is available with monthly subscription-based pricing (plus price per client enrolled) and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Best rated features: Activity Dashboard 5.0 Campaign Management 5.0 Agent Management 5.0 CRM 5.0 [See all features](https://www.softwareadvice.com/crm/myleaddashboard-profile/#key-features) ### Starter $48.00/month 1 user or team - Starting at 500 contacts - Billed annually ### Growth $415.00/month Up to 3 users - Up to 3,000 contacts - Billed annually ### Pro $665.00/month Up to 10 users - Up to 10,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/crm/myleaddashboard-profile/#pricing-and-plans) ### Product: Lone Wolf Relationships [Lone Wolf Relationships](https://www.softwareadvice.com/product/527741-Lone-Wolf-Relationships/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Lone Wolf Relationships is a customer relationship management (CRM) system designed for real estate professionals to manage leads, organize client communications, and streamline workflows. It is intended for agents, brokers, and teams to simplify relationship management and administrative tasks. Lone Wolf Relationships includes AI-powered email composition for creating personalized messages quickly. Contact syncing centralizes lead and client information in one location. It offers customizable email templates and automated tools for scheduling follow-ups and setting reminders. Integrated texting functionality allows users to send individual or bulk messages directly from contact records. Tracking features consolidate client interactions, tasks, and opportunities into a single interface. The platform connects with calendar systems such as Google and Outlook to keep events organized. Workflow automation reduces repetitive tasks, enabling professionals to focus on client relationships. Contact management tools store client notes, birthdays, and other key details to ensure consistent communication. Automation and artificial intelligence are used to handle routine processes while maintaining effective client engagement.... [Read more](https://www.softwareadvice.com/product/527741-Lone-Wolf-Relationships/) ### Lone Wolf Relationships $33.25/month ### Lone Wolf Relationships annual $399.00/year [See full pricing details](https://www.softwareadvice.com/product/527741-Lone-Wolf-Relationships/#pricing-and-plans) ### Product: Five9 [Five9](https://www.softwareadvice.com/call-center/five9-profile/) 4.22 [(484)](https://www.softwareadvice.com/call-center/five9-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. The AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. Five9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. The contact center can be up and running in a matter of days and can be scaled up or down based on business needs.... [Read more](https://www.softwareadvice.com/call-center/five9-profile/) ### What users love - User-friendly and accessible interface - Responsive and helpful support team - Robust call center functionality ### To take in mind - Challenging call handling features - Frequent call drops and outages ### Best rated features: Performance Metrics 5.0 Online Voice Transmission 5.0 Dashboard 5.0 Lead Generation 5.0 ### Worst rated features: Progressive Dialer 1.0 Integrations Management 1.0 Quality Management 1.0 [See all features](https://www.softwareadvice.com/call-center/five9-profile/#key-features) ### Digital $119.00/month ### Core $159.00/month ### Premium Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/call-center/five9-profile/#pricing-and-plans) ### Product: Salesforce Service Cloud [Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/) 4.46 [(826)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/) ### What users love - Centralized and efficient support - Flexible integration capabilities - Comprehensive sales tracking tools ### To take in mind - Outdated and complex interface - Steep learning curve for users - Expensive for small businesses ### Best rated features: File Sharing 5.0 Proactive Chat 5.0 Inventory Management 5.0 Issue Tracking 5.0 ### Worst rated features: Inspection Management 2.0 AI Copilot 2.0 [See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features) ### Free Suite Custom Pricing available upon request Upto 2 users ### Starter Suite $25.00/month ### Pro Suite $100.00/month [See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans) ### Product: Less Annoying CRM [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.80 [(654)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: Activity Tracking 5.0 For Mac Devices 5.0 For Real Estate 5.0 Client/Property Matching 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) ### Product: Rent Manager [Rent Manager](https://www.softwareadvice.com/property/rent-manager-profile/) 4.63 [(635)](https://www.softwareadvice.com/property/rent-manager-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Rent Manager is a cloud-based property management software designed to help manage residential, commercial, association, manufactured housing, self-storage, and short-term-stay portfolios of any size. The program’s fully customizable features include a double-entry accounting system, maintenance management and scheduling, community-engagement tools, marketing integration, mobile applications, multiple insightful reports, and more. It also offers an API that allows users to integrate the platform with various PropTech providers on the market. Rent Manager is equipped to meet the diverse needs of real estate professionals across various industries. From residential and commercial properties to associations and student housing, the platform provides a powerful toolkit that combines essential features for accounting, reporting, marketing, leasing, business operations, maintenance, and software customization. With various readymade and custom reports available, users can easily access vital financial information and streamline their accounting processes, whether managing a single community or a vast portfolio of properties. The platform's intuitive marketing tools help fill vacancies faster by seamlessly pushing unit and property information to major ILS platforms, expanding the reach to a broader audience of prospects. Rent Manager's business operations features enable users to streamline processes, communicate effectively, and resolve service issues promptly, both in the office and out in the field. The software's maintenance capabilities allow for efficient management of work orders, inspections, make-ready tasks, and metered utilities, turning service management into a revenue generator. With a customizable interface and API integration options, Rent Manager provides the flexibility to tailor the software to specific workflows and business needs. Additionally, it offers rmAppSuite Pro and rmResident mobile apps that allows users to access their data anywhere, in the field, on an emergency maintenance call, in the office or at home. Users can accept payments, complete inspections, run reports, communicate with homeowners and residents and manage various other operations using the mobile apps. From onboarding and training to ongoing support and user resources, the platform ensures that customers receive the assistance needed to maximize their software experience. Rent Manager offers customizable services, comprehensive training options and a dedicated support team to address any queries or concerns. By offering an ever-growing network of integrated technology providers and solutions, Rent Manager continues to be a partnet for companies of all sizes looking to streamline their property management operations effectively. Its pricing details are available on request and support is provided via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/property/rent-manager-profile/) ### What users love - Responsive and knowledgeable assistance - User-friendly and intuitive design - Comprehensive training resources available ### To take in mind - Challenging report customization options - Extra fees and unclear costs - Inconsistent phone support experience ### Best rated features: Categorization/Grouping 5.0 Third-Party Integration 5.0 Compliance Management 5.0 Housekeeping Management 5.0 [See all features](https://www.softwareadvice.com/property/rent-manager-profile/#key-features) ### Basic Custom Pricing available upon request ### Plus Custom Pricing available upon request ### Premium Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/property/rent-manager-profile/#pricing-and-plans) ### Product: EngageBay CRM [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/) ### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth ### Best rated features: Responsive Web Design 5.0 Multi-Campaign 5.0 Customer Engagement 5.0 Service Level Agreement (SLA) Management 5.0 [See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features) ### Product: monday CRM [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(464)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - User-friendly and intuitive interface - Highly customizable workflow management - Efficient client relationship tracking ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) ### Product: Salesflare [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) 4.70 [(139)](https://www.softwareadvice.com/marketing/salesflare-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures. Salesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book. Salesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes. The software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.... [Read more](https://www.softwareadvice.com/marketing/salesflare-profile/) ### Best rated features: Customizable Fields 5.0 Event Triggered Actions 5.0 Performance Metrics 5.0 Sales Activity Management 5.0 [See all features](https://www.softwareadvice.com/marketing/salesflare-profile/#key-features) ### Growth $29.00/month [See full pricing details](https://www.softwareadvice.com/marketing/salesflare-profile/#pricing-and-plans) ### Product: Sell.Do [Sell.Do](https://www.softwareadvice.com/crm/selldo-profile/) 4.69 [(134)](https://www.softwareadvice.com/crm/selldo-profile/reviews/) Best for:Features ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗖𝗥𝗠. With Sell.Do, real estate builders, developers, agents, and brokers can effectively manage sales & marketing cycles, lead management, inventory management, digital payments, channel partner management, performance management, reports & dashboards, and analytics. Customers of Sell.Do have witnessed increased sales, improved customer retention, informed decision making, and unmatched productivity among the teams. Additionally, Sell.Do boasts quick deployment times, with a fully functional system set up in as little as seven days. The software also integrates seamlessly with existing systems, ensuring a smooth transition and minimal disruption to business operations. Furthermore, Sell.Do is ISO 27001 compliant, ensuring high standards of data security and privacy.... [Read more](https://www.softwareadvice.com/crm/selldo-profile/) ### Best rated features: API 5.0 Segmentation 5.0 Lead Qualification 5.0 Omnichannel Outreach 5.0 ### Worst rated features: Calendar Management 2.0 Lead Distribution 3.0 [See all features](https://www.softwareadvice.com/crm/selldo-profile/#key-features) ### Product: Groove [Groove](https://www.softwareadvice.com/product/224461-Groove/) 4.68 [(146)](https://www.softwareadvice.com/product/224461-Groove/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. To learn more, visit https://groove.co.... [Read more](https://www.softwareadvice.com/product/224461-Groove/) ### Best rated features: Customizable Fields 5.0 Alerts/Notifications 5.0 Collaboration Tools 5.0 Access Controls/Permissions 5.0 ### Worst rated features: Business Process Automation 3.5 Call Recording 3.7 [See all features](https://www.softwareadvice.com/product/224461-Groove/#key-features) ### Basic $50.00/month [See full pricing details](https://www.softwareadvice.com/product/224461-Groove/#pricing-and-plans) ### Product: Close [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Call Recording 5.0 Lead Notifications 5.0 Customizable Templates 5.0 Third-Party Integrations 5.0 ### Worst rated features: Data Import/Export 1.0 Real-Time Notifications 1.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Product: Daylite for Mac [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) 4.58 [(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress. Daylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools. Who Daylite is for Daylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients. Why Daylite is different Unlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward. Daylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are. Collaboration and visibility Daylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff. Security and trust We know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected. Customer service that puts fit first At Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite. Our approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side. The outcome Daylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) ### Best rated features: Workflow Configuration 5.0 Team Assignments 5.0 File Sharing 5.0 Idea Management 5.0 ### Worst rated features: Data Import/Export 2.0 Reporting/Analytics 2.8 [See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features) ### CRM $25.00/month Keep track of all the important details and interactions about your clients in one place, so you can spend less time managing your client list and spend more time building stronger relationships with them.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Sales $40.00/month Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Projects $40.00/month Stay on top of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and spend more time completing your deliverables.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Product: TotalBrokerage [TotalBrokerage](https://www.softwareadvice.com/crm/totalbrokerage-profile/) 4.66 [(132)](https://www.softwareadvice.com/crm/totalbrokerage-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. Developed for brokers by industry-leading brokers, TotalBrokerage’s robust platform is the only solution brokerages, agents, and admins need to streamline daily processes. Unlike traditional SaaS tools, TotalBrokerage serves as an expert advisor, offering custom consultative services that empower brokerages to implement the most intelligent business decisions. With feature-rich solutions that easily integrate with other systems and unparalleled client service, TotalBrokerage enables brokerages to gain a competitive edge, optimize operations, save valuable time and resources, and sell more homes faster.... [Read more](https://www.softwareadvice.com/crm/totalbrokerage-profile/) ### Best rated features: File Sharing 5.0 WYSIWYG Editor 5.0 CAN-SPAM Compliance 5.0 Third-Party Integrations 5.0 ### Worst rated features: CRM 1.0 Contact Database 3.7 Lead Capture 3.8 [See all features](https://www.softwareadvice.com/crm/totalbrokerage-profile/#key-features) ### Product: RealOffice360 [RealOffice360](https://www.softwareadvice.com/crm/realoffice360-profile/) 4.64 [(140)](https://www.softwareadvice.com/crm/realoffice360-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary RealOffice360 is a customer relationship management (CRM) software that helps real estate businesses manage client database, daily tasks and payments on a unified portal. The platform includes deal tracking functionality, which allows marketers to handle a variety of sales operations like leads capturing, follow-ups, sourcing, commission tracking, taxes and more. The client management module in RealOffice360 lets organizations add and maintain client details and documents in a centralized repository, import contacts from Microsoft Outlook or Spreadsheets, and organize contacts into groups. Features include email marketing, notes, opportunities management, secure data storage and more. Additionally, managers can use the daily planner to schedule tasks, create to-do lists, and receive alerts for anniversaries and birthdays. RealOffice360 supports integration with various third-party applications such as Google Calendar, MailChimp, Mailing Labels and more. It is available for free and on monthly subscriptions. Support is extended via email, FAQs and other online measures.... [Read more](https://www.softwareadvice.com/crm/realoffice360-profile/) ### Best rated features: Reporting/Analytics 5.0 Drag & Drop 5.0 Email Management 5.0 Forecasting 5.0 ### Worst rated features: Client/Property Matching 3.9 Document Management 4.0 [See all features](https://www.softwareadvice.com/crm/realoffice360-profile/#key-features) ### Essentials $12.00/month Best for newer agents or those who don't need advanced features. All the CRM essentials you need to build and manage your database: unlimited contacts, follow-ups, birthday/anniversary reminders, integrated task calendar, goals and commission tracking. Includes up to 5 pipeline deals, 100MB storage, and basic support. Annual: $144/year (save 20%) Monthly: $15/month Start FREE for 14 days! No credit card needed.... [Read more](https://www.softwareadvice.com/crm/realoffice360-profile/#pricing-and-plans) ### Premium $25.00/month Ideal for high-producing agents who need advanced tools, integrations and automated workflows. Everything in Essentials PLUS power features: unlimited pipeline deals, bulk email and templates, AI assistant, custom groups and deal stages, advanced task workflows, automatic lead capture, Gmail/Outlook/Mailchimp integrations, mailing labels, priority support, and 50GB storage. Annual: $300/year (save 17%) Monthly: $30/month Start FREE for 14 days! No credit card needed.... [Read more](https://www.softwareadvice.com/crm/realoffice360-profile/#pricing-and-plans) ### Team $50.00/month Perfect for real estate teams that need to collaborate and share data. Everything in Premium PLUS team collaboration features: team management, shared contacts and pipeline, team workflows, lead capture with assignment, deal tracking with commission splits, priority support with onboarding call, and 250GB storage. Starts with 2 users, additional agents $30/month or $300/year. Annual: $600/year (save 20%) Monthly: $60/month Start FREE for 14 days! No credit card needed.... [Read more](https://www.softwareadvice.com/crm/realoffice360-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/realoffice360-profile/#pricing-and-plans) ### Product: Salesmate [Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/) 4.71 [(102)](https://www.softwareadvice.com/email-marketing/salemate-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization. The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. From lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try. Hottest features: Sales Automation Marketing Automation Built-in Calling & Texting Sandy AI Custom Layouts and Modules Sequences and Journey based Automation Live Chat and Chatbots Email Campaigns Meeting Scheduler Dashboards & Reporting... [Read more](https://www.softwareadvice.com/email-marketing/salemate-profile/) ### Best rated features: Engagement Tracking 5.0 Sales Reports 5.0 Email Campaign Management 5.0 Lead Qualification 5.0 ### Worst rated features: Goal Setting/Tracking 3.0 Email Marketing 3.4 [See all features](https://www.softwareadvice.com/email-marketing/salemate-profile/#key-features) ### Basic $29.00/month Add-ons are available for this plan at additional charges. ### Pro $49.00/month Add-ons are available for this plan at additional charges. ### Business $79.00/month Add-ons are available for this plan at additional charges. [See full pricing details](https://www.softwareadvice.com/email-marketing/salemate-profile/#pricing-and-plans) ### Product: AgentLocator [AgentLocator](https://www.softwareadvice.com/crm/agentlocator-profile/) 4.78 [(60)](https://www.softwareadvice.com/crm/agentlocator-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary AgentLocator provides lead generation and website design services coupled with a powerful in-house CRM system tailored to the needs of real estate agents. Suited for individual agents, real estate teams, and small and big brokerages. AgentLocator’s CRM system offers everything an agent needs for efficient contact management: -> a built-in dialer with call-recording capabilities -> automated listing emails with adjustable send frequencies -> mass emailing and texting capabilities -> access to HomeLocator, a personalized homesearch mobile app -> access to a CRM app for staying in the loop on the go -> an AI chatbot -> pre-loaded, A/B tested drip campaigns for lead nurturing -> a drip campaign and text and email template creator -> numerous pipeline statuses, tags and filters for contact organization -> lead activity alerts -> task management options -> lead sharing capabilities for teams. AgentLocator’s websites are modernly designed, SEO- and mobile-optimized, with dozens of templates to choose from. All websites come with: -> an IDX feed -> a multifeed option to connect multiple MLS feeds into one -> list and map property search -> numerous calculators -> a multitude of widgets to add “Just sold”, “Just listed”, exclusive and highlighted listings -> a HomeWorth page for online home evaluations -> a StreetMatch page for users to explore “For Sale” and “Sold” listings in their neighbourhoods -> pre-loaded Buyer and Seller Guides Through AgentLocator’s in-house Site Manager, agents can easily add unlimited community pages, landing pages with sign-up forms, blog posts, or other pages with just a few clicks. With the help of AgentLocator’s highly experienced marketing team that runs and manages their ads, real estate agents can generate online leads for themselves, their teams or brokerages through tested and proven Google Search and Facebook lead generation ads. For agents wanting to elevate their brand awareness and recognition, Tag Marketing services (i.e., remarketing or retargeting ads) are also available through the Google Display Netwble. Google Search Ads are directed towards an A/B tested, lead-generation-focused website, offering a user-friendly search experience (list and map searches available) with carefully designed property pages boasting a listing history. AgentLocator’s in-house Facebook integration allows the seamless running of Facebook lead generation ads, with leads automatically fed into the CRM system. AgentLocator’s training ecosystem includes: -> free and unlimited 1-on-1 training sessions focused on lead conversion and various tools and features available within the in-house CRM system -> weekly webinars with top real estate coaches -> an extensive online knowledge base with hundreds of how-to articles and videos. Also available for free is an industry-first, comprehensive “Lead Conversion” course, which teaches agents everything they need to know about converting online leads, from objection handling and mindset mastery to organizing their dashboards and nurturing their leads. AgentLocator’s Customer Support reps are available directly via phone (no click-through menu), email and a client-focused Facebook Group, with an average resolution time of less than an hour. AgentLocator’s CRM system is easily integrated with other solutions, such as Follow Up Boss, Google Calendar, BombBomb, and Zapier.... [Read more](https://www.softwareadvice.com/crm/agentlocator-profile/) ### Best rated features: Email Templates 5.0 Mobile Access 5.0 Access Controls/Permissions 5.0 Lead Management 4.8 ### Worst rated features: Email Tracking 1.0 Customizable Fields 1.0 Task Management 1.0 Calendar Management 1.0 [See all features](https://www.softwareadvice.com/crm/agentlocator-profile/#key-features) ### Product: HubSpot CRM [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.51 [(4476)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Best for:Real-Time Notifications ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) ### What users love - Centralized customer relationship management - Unified sales and marketing hub - Intuitive and accessible interface ### To take in mind - Escalating costs and rigid plans - Email integration and automation hurdles - Cumbersome contact organization tools ### Best rated features: Contract/License Management 5.0 Collaboration Tools 5.0 For Mac Devices 5.0 For Financial Institutions 5.0 ### Worst rated features: Social Media Integration 3.9 Forecasting 3.9 Performance Metrics 3.9 Document Storage 3.9 [See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features) ### Product: Pipedrive [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.53 [(3058)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/) ### What users love - Intuitive and user-friendly interface - Organized sales process management - Responsive and helpful support team ### To take in mind - Integration and email limitations - Expensive add-ons and tiered plans - Limited and basic reporting tools ### Best rated features: Content Delivery 5.0 Click Tracking 5.0 Multi-Channel Communication 5.0 Client/Property Matching 5.0 [See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features) ### Lite $19.00/month This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ### Growth $34.00/month This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ### Premium $64.00/month This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/real-estate-crm-comparison/?layout=var_so0&page=2)[3](https://www.softwareadvice.com/crm/real-estate-crm-comparison/?layout=var_so0&page=3)[4](https://www.softwareadvice.com/crm/real-estate-crm-comparison/?layout=var_so0&page=4)[5](https://www.softwareadvice.com/crm/real-estate-crm-comparison/?layout=var_so0&page=5) ... [10](https://www.softwareadvice.com/crm/real-estate-crm-comparison/?layout=var_so0&page=10) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ EngageBay CRM vs Mailchimp ](https://www.softwareadvice.com/crm/engagebay-profile/vs/mailchimp/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ Intercom vs Salesforce Service Cloud ](https://www.softwareadvice.com/crm/intercom-profile/vs/service-cloud/)[ ResMan vs Rent Manager ](https://www.softwareadvice.com/property/ensoware-resman-profile/vs/rent-manager/) ## Your Guide to Top Real Estate CRM Software, August 2025 Software Advice uses reviews from real software users to highlight the top-rated Real Estate CRM products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [BoldTrail](https://www.softwareadvice.com/crm/kvcore-profile/) - [CINC](https://www.softwareadvice.com/product/71237-cinc/) - [Clientify](https://www.softwareadvice.com/web-analytics/clientify-profile/) - [Copper](https://www.softwareadvice.com/product/63221-Copper/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [Escala](https://www.softwareadvice.com/automation-testing/escala-profile/) - [Freshsales](https://www.softwareadvice.com/product/113796-Freshsales/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Lime CRM](https://www.softwareadvice.com/crm/lime-crm-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [RealOffice360](https://www.softwareadvice.com/crm/realoffice360-profile/) - [Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/) - [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) - [TOP PRODUCER](https://www.softwareadvice.com/crm/top-producer-profile/) - [vcita](https://www.softwareadvice.com/crm/vcita-profile/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. A real estate professional’s job can be quite challenging. Customers can get cold feet midway or delay their purchase decision due to the financial commitment involved. Long sales cycles, high lead-to-customer ratios, and the near absence of repeat purchases are some other challenges. Real estate professionals must, therefore, be tenacious in their pursuit to convert leads into customers while simultaneously scouting for new opportunities. [Customer relationship management](https://www.softwareadvice.com/crm/) (CRM) software designed for the real estate businesses can help with contact management, automation, lead generation, and storage, and can also track client interactions, manage workflows, improve the sales process, and create personalized marketing campaigns. Choosing software that best meets the needs of your real estate company and integrates with your existing software tools can be time-consuming. To help you, we’ve created a buyers guide that discusses the key factors you should keep in mind when evaluating any real estate CRM tool. Here’s what we’ll cover: - [What is real estate CRM software?](#WhatisrealestateCRMsoftware) - [Common features of real estate CRM software](#CommonfeaturesofrealestateCRMsoftware) - [What type of buyer are you?](#Whattypeofbuyerareyou) - [Benefits of real estate CRM software](#BenefitsofrealestateCRMsoftware) - [Key considerations when selecting real estate CRM software](#KeyconsiderationswhenselectingrealestateCRMsoftware) - [Market trends to understand](#Markettrendstounderstand) ## What is real estate CRM software? Real estate CRM software is a tool that helps real estate professionals with lead generation and storage. It also helps manage leads, client inquiries, customer contacts with any potential client, marketing campaigns, and sales processes. It provides a complete picture of the sales pipeline, opportunity pipeline, and inventory, all of which are managed through a single, centralized platform. The software assists a real estate agent in collecting customer and leads data from multiple sources, tracking client interactions, assigning leads to sales representatives, and managing tasks such as client meetings and site tours. ## Common features of real estate CRM software In this section, we’ve listed some of the common features buyers seek when purchasing a real estate CRM solution.

Lead management

Store and manage leads collected through web forms, social media platforms, live chats, etc. Automatically score leads you've acquired through lead generation efforts, assign them to sales representatives (based on predefined workflows), and track interactions.

Contact management

Maintain a database of client information, including contact details, purchase history, communication preferences, and referrals.

Email marketing

Use predefined email templates to create personalized marketing messages for potential clients. Deliver these messages through automated drip email marketing campaigns.

Marketing automation

Automate any marketing campaign you run, such as online ad, email, and social media marketing campaigns, to provide a consistent client experience.

Reporting

Generate reports on agent performance, sales, leads utilization, etc. Use the dashboard function to view report summaries on a single screen.

Invoicing

Create quotes, bills, and invoices using predefined templates and store them in respective customer accounts.

## What type of buyer are you? Real estate professionals can be divided into the following categories based on the type of real estate properties you deal in: - **Residential real estate firms:** A residential real estate agency sells residential properties, such as condominiums, duplexes, and vacation homes. They primarily cater to the needs of families and individuals. The chances of repeat sales are low for these businesses, and thus, they focus more on lead generation. If you're in this real estate industry, you should opt for real estate CRM software that offers a wide range of marketing and lead management features, such as customizable campaign templates, lead qualification, and personalized email marketing. - **Commercial real estate firms:** Commercial real estate firms sell commercial properties, such as shopping centers, malls, hospitals, and office space. They mostly cater to businesses rather than individuals. They have higher chances of repeat sales and seek ways to engage customers even after closing a deal. Commercial real estate CRM solutions with contact management, list management, inventory management, invoicing, reporting, and email and text message campaign management are features to look out for if you're this type of real estate agent. ## Benefits of real estate CRM software Here are some ways in which real estate CRM software can benefit your business: - **Automates data collection:** Leads are sourced from various channels, such as web forms, emails, social media platforms, phone calls, text messages, and word-of-mouth referrals. Collecting this data manually or using spreadsheets is a tedious task that’s prone to human errors. A CRM system uses automation to capture leads data from multiple sources, and sorts and stores it in a centralized repository that can be accessed by all authorized users. This makes it easier to track and manage leads as well as identify your best lead generation sources. - **Improves business efficiency:** A CRM system helps improve a real estate agent's client follow-ups and close deals faster. It automatically sorts leads, creates daily planners/calendars, and sets reminders to assist agents with follow-ups, marketing initiatives, and after-sales services. This saves time and effort, allowing agents to focus more on converting leads and improving profitability. - **Reduces pre- and post-sales activity costs:** With features such as data collection automation, lead generation and scoring, and tracking of client interactions, real estate CRM software helps businesses reduce the human costs involved in real estate sales activities, such as lead nurturing, lead qualification, and customer communication about project updates. ## Key considerations when buying real estate CRM software Besides software features and benefits, here are some factors you should consider before buying a real estate CRM platform: - **Availability as a mobile application:** Real estate agents, brokers, and sales representatives travel to client or site locations for a large part of their day. They need to be able to access project information, customer details, leads data, and marketing materials from anywhere. Real estate CRM software that’s available as a mobile application will allow your agents to access all the information they require on the go. - **System integration:** The real estate CRM solution you choose should integrate well with not only your existing software tools (such as accounting software) but also other productivity, file sharing, collaboration, or social media tools that you use. This will ensure seamless data transfer across systems so that all users have access to the same data. - **Ease of use:** It’s recommended to choose software that’s easy to use, even for newly joined agents, and requires minimum to no training. If the software interface is messy, difficult to handle, or requires long training hours, it can prevent your workforce from using it effectively. Opt for free trials to test different products and find the one that’s the easiest to onboard. ## Market trends to understand In this section, we discuss some key trends impacting the real estate CRM software market. - **Automation and artificial intelligence (AI) to help improve CRM outcomes:** CRM software powered by automation and AI technologies can help businesses automate routine tasks and personalize marketing campaigns by generating better insights. Some vendors are already offering real estate CRM software with built-in AI and automation capabilities. In the near future, others are expected to follow suit. - **Integration with augmented reality (AR) and virtual reality (VR) technologies:** The real estate industry is embracing AR and VR to improve customer experience by providing virtual property tours and allowing customers to visualize how a property will look upon completion. These tours offer cost as well as time-saving benefits for agents. ### Related Real Estate CRM Software - [CRM Software](https://www.softwareadvice.com/crm/) - [Contact Management Software](https://www.softwareadvice.com/crm/contact-management-comparison/) - [Lead Management Software](https://www.softwareadvice.com/marketing/lead-management-comparison/) - [Lease Management Software](https://www.softwareadvice.com/property/lease-management-comparison/) - [Mac CRM Software](https://www.softwareadvice.com/category/431-mac-crm/) - [Marketing Automation Software](https://www.softwareadvice.com/marketing/automation-comparison/) - [Property Management Software](https://www.softwareadvice.com/property/rental-property-management-software-comparison/) - [Real Estate Agency Software](https://www.softwareadvice.com/real-estate-agency/) - [Real Estate CMA Software](https://www.softwareadvice.com/real-estate-cma/) - [Real Estate Property Management Software](https://www.softwareadvice.com/property/) - [Real Estate Transaction Management Software](https://www.softwareadvice.com/category/4262-real-estate-transaction-management/) - [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) - [Vacation Rental Software](https://www.softwareadvice.com/vacation-rental/)