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Finding software can be overwhelming. Software Advice has helped hundreds of real estate agencies choose the right real estate CRM software to manage more clients and complete closings.

Real Estate CRM Software

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Infusionsoft

Infusionsoft is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries deliver... Read More
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Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  434
Our advisors have recommended this product 434 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Salesforce.com

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  415
Our advisors have recommended this product 415 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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ActiveCampaign

ActiveCampaign is an integrated marketing and customer relationship management (CRM) suite with a foundation in email marketing. Targeted towards small-to-midsize businesses, the software is designed to help organizations build their... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  383
Our advisors have recommended this product 383 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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HubSpot CRM

With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  321
Our advisors have recommended this product 321 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Copper CRM (formerly ProsperWorks)

Copper is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The Copper solution... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  170
Our advisors have recommended this product 170 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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NetSuite

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  134
Our advisors have recommended this product 134 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Base

Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  89
Our advisors have recommended this product 89 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Market Leader Professional

Market Leader Professional is a cloud-based marketing solution designed to manage customer relationships. The solution caters specifically to real estate industry vertical. Key features include a dashboard, multi-channel campaigns,... Read More
Rating:  0 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  67
Our advisors have recommended this product 67 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Chime

Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
Rating:  31 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  61
Our advisors have recommended this product 61 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Firepoint

Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read More
Rating:  19 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  44
Our advisors have recommended this product 44 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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BoomTown

Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  30
Our advisors have recommended this product 30 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read More
Rating:  81 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  26
Our advisors have recommended this product 26 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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FunnelMaker Sales

FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read More
Rating:  19 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  24
Our advisors have recommended this product 24 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Propertybase

Propertybase is a cloud-based global real estate platform suitable for real estate brokerages, enterprises and teams of all sizes. Core features include a configurable CRM, IDX websites and back office management. The Propertybase... Read More
Rating:  25 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  13
Our advisors have recommended this product 13 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read More
Rating:  3 reviews
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  12
Our advisors have recommended this product 12 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Apptivo

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  10
Our advisors have recommended this product 10 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Zendesk

Zendesk is an extremely flexible customer support system. Real estate buyers can easily add users as their business grows. The system increases efficiency with tools for managing interactions, contacts and team performance.
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  8
Our advisors have recommended this product 8 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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TeamSupport

TeamSupport is a B2B customer support software that helps teams collaborate together by eliminating miscommunications, improving customer communication and swiftly addressing client issues. TeamSupport has several key features that... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  8
Our advisors have recommended this product 8 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
Platforms: 
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Business Size:  S M L
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Freshdesk

Offering multi-channel customer support, Freshdesk brings together every customer conversation into a centralized interface, helping customer support agents address and resolve trouble tickets. Whether the interaction occurs over... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  7
Our advisors have recommended this product 7 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Business Size:  S M L
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Salesforce.com Service Cloud

Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
Price: 
Price Range is based on our extensive pricing research and represents a comparison of cost between the 240 systems on our list. The best way to get a real cost is to request a quote.
Recent recommendations:  7
Our advisors have recommended this product 7 times in the last 30 days. These recommendations are based on buyers' needs. Contact us for a free consultation.
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Business Size:  S M L
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Buyer's Guide

,
Market Research Associate
Last Updated: November 1, 2018

Buyer's Guide

Real Estate CRM Quick Summary

Real estate customer relationship management (CRM) software provides people in the real estate industry with a CRM platform specialized to their needs. It helps realtors speed up routine processes and stay in touch with clients and prospective customers.

Benefits of Real Estate CRM Software

Real estate CRM software provides your business with several tangible benefits, including:

  • Client data management. Most products provide a searchable database to store client information (e.g., contact information) and relevant documents (e.g., sales proposals and contracts).

  • Interaction tracking. These systems document conversations held by phone, in person, through live chat, email or other channels. Interactions can be logged manually, or automated with phone and email system integrations. Depending on the product, some systems can also track interactions on Facebook, Twitter and other social platforms.

  • Workflow automation. This is the standardization of business processes, usually through a combination of task lists, calendars, alerts and templates. For example, once a task is checked off as complete, the system might automatically set a task for the next step in the process.

  • Reporting. Real estate CRM tools can be used to track realtor performance and productivity based on activities logged in the CRM system—for instance, how many new potential clients are added to the database daily, or revenue generated. These tools can also be used for forecasting and for tracking commissions.

Competitive Advantages of Using Real Estate CRM Software

As a realtor, the heart of your business is dealing with clients, buyers, prospects or other important contacts. Real estate CRM software gives you advantages over your competitors by helping you:

  • Scale your business. If you're a single realtor with a handful of listings to manage, maintaining their information using a simple Excel spreadsheet might be feasible. Anything larger, however, and you're likely dealing with hundreds or potentially thousands of listings and clients, which requires real estate CRM software to keep that information well organized and accessible.

  • Operate more efficiently. When everyone in your agency has access to your customer and contact data, you can deal with clients more efficiently and avoid the dangers of reaching out to contacts either too frequently or not enough. You can also track those interactions and analyze that data for more efficient resource planning.

  • Compete with superior customer service. Staying in touch with your clients and using the communication method they prefer lets you stay on top of their needs and concerns in a way that stands out. Superior customer service, focused on providing the best possible buyer/renter experience, will allow you to seriously compete against other agencies.

Size of Businesses Using Real Estate CRM Software

Real estate agencies tend to scale upward based on the number of agents employed, leading to the following general business size breakdown:

  • Single user. The smallest agencies consist of just one realtor, managing multiple properties on their own.

  • Small to midsize agency buyer. These are agencies with multiple realtors and brokers, but no dedicated IT department.

  • Large agency buyer. These are agencies with multiple realtors, brokers and a dedicated IT department.

Software Related to Real Estate CRM

CRM can be divided into several related subcategories of software, all of which focus on improving your relationship with your customers:

  • CRM software: Helps automate and manage the customer life cycle of an organization, and is typically used by the customer-focused side of businesses to maintain contact with those customers and quickly respond to their needs.

  • Sales force automation software: Helps companies manage their sales team's activities, and helps the team to close more deals by keeping thorough, accurate records of their interactions with all sales prospects.

  • Marketing automation: Provides tools that help marketers reach out to potential customers through a variety of channels—especially email—and tailor messages to them.

  • Customer experience software: Combines frontline customer service applications, such as live chat and tools for self-service knowledge bases, with tools that connect departments in order to oversee individual customer experiences.

  • Live chat software: Allows companies to have real-time conversations with website visitors in order to improve customer service, help increase online sales and encourage repeat business by providing customers with precisely what they want.

Features Guide

A List of Common Real Estate CRM Software Features

When comparing real estate CRM software solutions, it's important to understand the functionality included in each. The most common functions of this type of software are listed in the table below:

Newsletter automation, daily emails, customized email templates, email blasts and drip emails.
Listings management/multiple listing site (MLS) integration
Plugin/integration with listing software/sites.
Capture leads from websites, listing services and email marketing campaigns.
Commission/payment tracking
Calculate/track agent commissions and integrate with payment software.
Client access portal
Clients can log in to customizable portals and view property matches, showings, contracts and files.

Feature Details and Examples

Email marketing: This module allows agents to automate newsletters and other email marketing to leads and existing clients. This includes daily emails to buyers with new listings. These can be customized with logos, headshots, email addresses and other details.

Drip email marketing in Realtiva

Listings management/MLS integration: Some real estate management software provides a plugin or integration that links the software to REALTOR.com, Zillow, Trulia and other multiple listing service (MLS) data. These modules can automatically import listings for email marketing, client portals and buyer/seller presentations.

Propertybase's listings import page

Web lead management: These modules capture leads from the user's website, a listing service and email marketing campaigns. These leads might be distributed directly to an agent, or fed into a queue in the CRM dashboard.

Infusionsoft's lead management page

Commission/payment tracking: These modules can calculate or track agent commissions and other payments against predefined schemes and negotiated payment plans. This functionality is sometimes provided through an integration with commissions tracking and payment software.

Agent opportunity/forecasting in CampaignerCRM

Client access portal: This module provides an online portal for clients to log on and view their property matches, upcoming showings, contracts and other files. These are often password protected and can be customized with the brokers' logos and other branding elements.

Real Estate CRM Buyers' Top Requested Features

The buyers we've helped at Software Advice, many of whom are in the real estate industry, tend to look for some of the more basic aspects of CRM systems. Their top-requested features, by far, are contact management, interaction tracking and scheduling/reminders—all defining features of CRM software.

The more specialized features get, the less buyers tend to request them.

Top Requested CRM Software Features

The Real Estate CRM Software Features You Really Need

Certain real estate CRM features are more critical depending upon your agency's stage of growth. Here are some of the most crucial features for different agency sizes (see the "Business Sizes Using Real Estate CRM Software" section of this guide agency size definitions):

Single realtor
Contact database: Helps you manage and track your interactions with clients and prospects, saving time by eliminating the need for complex spreadsheets or tracking your contacts via pen and paper.
Small to midsize agency buyer
Marketing automation: Helps automate your lead generation and nurturing funnels and provides insight and help with targeted marketing campaigns.
Large agency buyer
Customer service functionality: Allows your customer service representatives to fully track and manage the customer journey and make sure clients receive the right amount of care and individuality along the way.

Pricing Guide

How Real Estate CRM Software Is Priced and Hosted

Real estate CRM software is typically hosted online and licensed out to companies on a "per user, per month" basis, alongside one-time implementation costs.

The per user/month costs across the market average from around $50-$90 per user/month, depending upon required functionality, though it can also be much cheaper (e.g., $25 per user/month) and much more expensive (e.g., $200-$300 per user/month) amongst varying vendors.

What Businesses Typically Budget for Real Estate CRM Software

Based on an analysis of the CRM software buyers we speak to, many of whom are in the real estate industry, business budgets for CRM systems vary widely. The highest percentage of buyers, about a quarter, budget for $100-195 per user/month, while only 3 percent are willing to budget more than $300 per user/month.

(Please note that these prices do not include any potential up-front fees, such as installation and training.)

Budget for CRM Software

Hidden Costs of Real Estate CRM Software

Because it is such a staple of many businesses, real estate CRM software vendors make their money more through volume than by nickel-and-diming customers. As such, there are few hidden costs, with one notable exception: implementation.

The majority of real estate CRM systems can run without dedicated IT support, either internally or from the vendor, so extra costs come from paying the vendor to install the software and provide training sessions for key users. Depending on the vendor and the system, this cost can range from a few hundred to a few thousand dollars.

FAQs

What Are the Key Functions of Real Estate CRM Software?

As discussed in the "Benefits of Real Estate CRM Software" section above, real estate CRM software provides several key functions for your business, including:

  • Email marketing. Automates a variety of customizable marketing emails, including newsletters, email blasts and drip emails.

  • Listings management/MLS integration. Integrates with external listing services to capture leads and import client/prospect data.

  • Web lead management. Captures leads and important information from your website, listing services and email marketing campaigns.

  • Commission/payment tracking. Tracks commissions from your agents and employees, and integrates with payment software to make sure they're fairly compensated.

  • Client access portal. Provides easy access for clients to log in and receive information about contracts, property matches, showings and other important information.

What Should I Ask Vendors When Evaluating Real Estate CRM Products?

When evaluating real estate CRM vendors, don't just rely on the information they provide. Request a demo, where a representative walks you through the software and its various features.

However, don't let this demo just be a sales pitch. Be sure to ask important questions, such as:

What parts of the software do users most frequently report problems with?

Don't just focus on functions vendors rave about, but ask what tends to be challenging for users. This will also enable you to gauge just how frank the representative is willing to be with you about their product.

What are the set-up costs for the software?

Most vendors price real estate CRM software based on a "per user/month" model, but there are frequently up front costs that come with implementation.

How likely are we to require tech support in order to set up, implement and/or use the software?

If you have a small or no IT department, it will be important to know whether or not you'll require (potentially costly) tech support in order to implement and maintain the software.

How easy will it be to add features at a later date?

As you become more familiar with a given system, you may want to add more complex functions, like marketing integration or reporting and analytics. Check to see whether there are any hidden costs or challenges in adding features later on.

What's the Difference Between CRM and Sales Force Automation?

CRM vendors offer a lot of applications with their products, and jargon is common to describe them. We've demystified much of this in our article, "The ABCs of CRM: A CRM Terminology Primer."

How Do I Get my Team to Adopt Real Estate CRM Software?

One of the biggest challenges of purchasing any CRM software is getting your team to use it— especially sales teams that are often attached to practices they don't want to interrupt with new technology.

To help with this, we created a series of articles about CRM implementation, which can be found below:

What Are Some Drawbacks I Should Watch Out For?

Real estate CRM software isn't a magic cure-all for agencies that have problems due to their own dysfunctional work processes. Some businesses think that buying software will fix a disorganized team or uninspired marketing strategy, but in reality the software may just scale up and worsen existing problems.

For real estate CRM software to work for your agency, you need to make sure that the teams and individuals who will use it are equipped to deal with the increased clientele base that the software has the potential to bring on board.

Tips & Tools

Build a Business Case for CRM Software

CRM software provides great ROI for businesses in most industries, and real estate is no exception. You can use this ROI as a selling point when trying to justify the purchase price, as we outline in detail in our article, "How to Build a Business Case for CRM Software."

Relevant Articles

Here are some recent articles you should check out about Real Estate CRM and Real Estate related software:

Popular CRM System Comparisons

Recent Events in the CRM Market

Here are some important recent events concerning CRM vendors and the world of CRM software:

  • Gartner notes CRM software market grew 12.3 percent. In May 2016, Julian Pouter, research director at Gartner, noted that greater than 30 notable CRM acquisitions from 2015 had led to a 12.3 percent growth in the market.

  • Everstone acquires C3. In October 2016, Indian equity fund Everstone Capital, along with co-investor Sunrise BPO, acquired U.S.-based CRM solutions provider C3 (Customer Contact Channels) in a deal worth USD 150 million.

  • Freshdesk acquires Pipemonk. In January 2017, major CRM vendor Freshdesk bought Bangalore-based startup Pipemonk (which helps companies move data between cloud platforms) for an undisclosed amount.