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.

Highest User Rated

The top products as rated by users. When reviewing a product, users are asked to asses the product’s overall quality, ease of use, features & functionality, customer support and value for money.

Yonyx

4.78 (102 reviews)

"We use Yonyx to provide troubleshooting and start-up assistance of our products to our dealers. While we have manuals, documentation, procedures, etc, it works so well to let our people "choose" what they need help with. And without needing to flip pages back and forth in a manual as they progress (we all know how that is "go to page 9, and it says go to page 112, which may take you to another page, okay now where was I?", instead "BOOM" we take them directly to answers they want and quick back click, they continue onward. Yonyx has been more than just an external guide for my company, it is a training tool. Instead of doing lecture and powerpoints, I open up our Yonyx guides and use them as well, as they have more incorporated photos than my manuals do. And again, why flip back and forth through a technical manual, when a Yonyx page can provide "choices" for answers, and in one click, take you to it. When I first looked around for some type of Online Flowcharting, I was surprised at all the flowchart software, but so limited on something that I could use for our network to provide an easy interactive decision flowchart tool to create easy and quick hyperlink web pages. Yonyx is a great tool for providing easy Interactive Flow Charting. They have the best auto expanding decision map view that I have seen. No, trying to create a flow map on your own. Add more decisions, statements, and Yonyx adjusts the map for you. No clutter. Overall, I have been very happy with the ease of creating some lengthy guides."

Wes

September 2016

Rated Best Value for Money

The top products rated the best value for money by users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning a specific rating for value for money.

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Showing 1 - 20 of 297 products
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Showing 1 - 20 of 297 products

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, m... Read more

66 recommendations

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. ... Read more

3.60 (86 reviews)

35 recommendations

FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational perfo... Read more

4.66 (50 reviews)

34 recommendations

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. ... Read more

26 recommendations

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. iHomefi... Read more

No reviews yet

21 recommendations

MyBasicCRM is a customer relationship management solution that helps businesses in various sectors manage service-specific client workflows. Main CRM features include lead & opportunity management, quoting, product & pr... Read more

5.00 (2 reviews)

11 recommendations

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, ... Read more

10 recommendations

We think real estate professionals will love Maximizer CRM's accessibility, so can be used from any mobile device. Features robust sales automation tools, along with marketing automation for lead scoring and campaign management. ... Read more

9 recommendations

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.... Read more

6 recommendations

KvCORE is a cloud-based customer relationship management (CRM) platform designed for modern brokerage companies in the real estate industry. Upcoming and leading independent brokerage firms can utilize... Read more

6 recommendations

TeamSupport is a business-to-business (B2B) support software solution designed to help companies resolve individual tickets while building stronger customer relationships. The solution goes beyond ticket management to streamlin... Read more

5 recommendations

Quick Base is an application development platform that enables people to build business applications without coding. The platform is cloud-based and accessible on any browser or mobile device. Users can build apps on Qu... Read more

4 recommendations

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.... Read more

3 recommendations

Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service activitie... Read more

3.60 (27 reviews)

3 recommendations

EnterProj is a cloud-based project management suite suitable for large businesses in the automotive industry, IT development and engineering, among others. It offers project management features including budgeting, change and i... Read more

5.00 (4 reviews)

2 recommendations

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 an... Read more

2 recommendations

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.... Read more

4.29 (24 reviews)

2 recommendations

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, an... Read more

4.23 (13 reviews)

2 recommendations

WebsiteAlive is a cloud-based live chat solution that allows agents to communicate with their customers through chat. The solution caters to various industries such as government, hospitality, sports, entertainment and real est... Read more

5.00 (5 reviews)

1 recommendations

LiveHelpNow multi channel help desk/call center software facilitates real-time customer service communications via the following channels: Live chat, Chat Bot, SMS/Text, Email, Facebook, VoIP(Phone) as well as provides ... Read more

4.60 (70 reviews)

1 recommendations

Popular Real Estate CRM Software Comparisons

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Your Guide to Top Real Estate CRM Software, undefined

Software Advice uses reviews from real software users to highlight the top-rated Real Estate CRM Software products in North America.

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“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 on the 15th of the month prior to publication.

Buyers Guide

Last Updated: January 14, 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 market can help them collect and store leads data at a centralized location, track client interactions, manage workflows, and create personalized marketing campaigns.

Choosing software that best meets the needs of your business 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 real estate CRM software.

Here’s what we’ll cover:

What is 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.

The software assists 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, 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 marketing initiatives, 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?

Based on the type of real estate properties they deal in, most buyers can be divided into the following categories:

  • Residential real estate firms: Residential real estate firms sell 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 gathering leads. Such buyers 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 features should suffice the needs of such buyers.

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. Real estate CRM software automatically captures 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 sources generating the most leads.
  • Improves business efficiency: Real estate CRM software helps improve 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 automated collection of data, scoring of leads, and tracking of client interactions, real estate CRM software helps businesses reduce the human costs involved in pre and post-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 real estate CRM software:

  • 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.