Real Estate CRM Software

Real estate CRM software is a tool that helps real estate professionals manage leads, client inquiries, customer contacts, marketing campaigns, and after-sales services. It provides a complete picture of their sales activities, opportunity pipeline, and inventory, all of which are managed through a single, centralized platform.

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Learn more in our Buyers Guide

Competitive advantages of Real Estate CRM Software

Tracks potential buyers and makes lead qualification easier.

Boosts real estate sales teams to work more efficiently.

Improves customer satisfaction with real-time support.

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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.
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Showing 1 - 20 of 109 products
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Showing 1 - 20 of 109 products

Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more

57 recommendations

Salesforce Sales Cloud

One of the most popular CRM systems on the market, Salesforce.com offers a complete sales, marketing and service package. Salesforce is widely regarded as the leader in enterprise cloud computing. ...Read more

23 recommendations

Copper

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper ...Read more

12 recommendations

TOP PRODUCER

Top Producer is a web-based CRM system suited for agents or brokerages in the Real Estate industry. The system helps agents personalize follow up and manage clients from initial contact, to long-term repeat and referrals. Bui...Read more

12 recommendations

iHomefinder

iHomefinder is a CRM and marketing solution designed for real estate agents, teams, and brokerages. With marketing automation tools, this solution enables real estate agents to save time while generating business leads. iHomefinde...Read more

4.64 (11 reviews)

6 recommendations

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4 recommendations

Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

3 recommendations

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. Th...Read more

3 recommendations

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. F...Read more

4.29 (24 reviews)

2 recommendations

Spark

Spark is a cloud-based customer relationship management (CRM) platform for small and midsize home construction companies. It offers contact and inventory management, sales automation tools, company branding options, reporting and ...Read more

4.83 (12 reviews)

1 recommendations

Software pricing tips

Read our Real Estate CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Mailchimp

Mailchimp is a web-based email marketing service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to crea...Read more

Zoho CRM

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 respo...Read more

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM 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 ...Read more

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more

Nimble

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, em...Read more

Airtable

Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration. The system uses...Read more

Intercom

Intercom is a sales, marketing and support solution platform that acquires, engages and supports customers through its bot-based algorithm, targeted emails, push and in-app messages, and an integrated help desk. It caters to sales...Read more

PandaDoc

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ...Read more

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) app...Read more

The Wise Agent

Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions. Wise Agen...Read more

Popular Real Estate CRM Software Comparisons

Buyers Guide

Last Updated: September 16, 2021

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 (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?

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.

Lead management in Firepoint Software

 

Lead management in Firepoint (Source)

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.