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Showing 1 - 25 of 224 products

Salesforce Sales Cloud
Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud. This Sale...Read more about Salesforce Sales Cloud

156

recommendations

TOP PRODUCER
TOP PRODUCER
FrontRunner 2024

Top Producer is an all-in-one business management platform designed specifically for real estate agents and teams. Grow your database and convert more leads with cutting-edge lead generation and marketing automation. Smart follow-up technology helps to gen...Read more about TOP PRODUCER

17

recommendations

monday CRM
monday CRM
FrontRunner 2024

Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client p...Read more about monday CRM

4

recommendations

BoomTown
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 application is SaaS base...Read more about BoomTown

4

recommendations

BoldTrail
BoldTrail
FrontRunner 2024

Ranked #1 by over 250K Agents - BoldTrail is a complete real estate platform that empowers brokerages, teams, and agents to scale and grow faster than than their competition: MORE Agents & Teams Choose Brokerages with BoldTrail. Here’s why: 1) Dedicate...Read more about BoldTrail

2

recommendations

Lofty
Lofty
FrontRunner 2024

Lofty 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. Lofty sends automated alerts when a ...Read more about Lofty

2

recommendations

Less Annoying CRM
Less Annoying CRM
FrontRunner 2024

Ranked the #1 easiest-to-use CRM for small businesses and the #1 CRM by US News and World Report for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide ...Read more about Less Annoying CRM

EngageBay CRM
EngageBay CRM
FrontRunner 2024

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relations...Read more about EngageBay CRM

RealOffice360
RealOffice360
FrontRunner 2024

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...Read more about RealOffice360

Sell.Do
Sell.Do

Sell.do is a sales & marketing CRM for real estate businesses. It enables real estate companies to automate their entire consumer cycle on a single platform. It has a suite of cloud-based sales and marketing automation products including lead management, p...Read more about Sell.Do

Groove
Groove

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 th...Read more about Groove

Salesmate
Salesmate

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 t...Read more about Salesmate

Daylite for Mac
Daylite for Mac

Take back control of your business with Daylite for Mac! Daylite was designed to empower small business owners by streamlining client management, sales processes, and project organization, freeing up more time for the things they are passionate about. ...Read more about Daylite for Mac

Pipedrive
Pipedrive
FrontRunner 2024

Pipedrive is a web-based sales CRM software that helps sales teams of all sizes and industries close more deals. Used by over 100,000 companies, Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sale...Read more about Pipedrive

TotalBrokerage
TotalBrokerage
FrontRunner 2024

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 ...Read more about TotalBrokerage

Salesflare
Salesflare

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 ...Read more about Salesflare

HubSpot CRM
HubSpot CRM
FrontRunner 2024

HubSpot is a cloud-based, AI-powered customer relationship management (CRM) platform that helps companies of all sizes grow better. HubSpot has hundreds of thousands of B2B and B2C customers and is built for scaling companies across all industries. It offe...Read more about HubSpot CRM

Canny
Canny

Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and account holders, plan roadmaps and announce product updates. Administrators can automatically link feedback to existing user accounts, group...Read more about Canny

VTS
VTS

VTS is a CRE leasing and asset management platform. VTS specializes in centralizing critical data and workflows in one place, VTS empowers landlords, property managers, and brokers to better attract, convert and retain their most valuable assets and tenant...Read more about VTS

Covve App
Covve App

Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts. Ranked #1 personal CRM in the US app stores, it is used by professionals across industries, including entrepreneurs, realtors and busines...Read more about Covve App

Intercom
Intercom

Intercom is the only complete Customer Service solution that provides a seamless customer experience across automation and human support, delivering increased customer satisfaction while reducing costs. We're building a future where most customer conversat...Read more about Intercom

RAYNET CRM
RAYNET CRM

Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your manag...Read more about RAYNET CRM

Brivity CRM
Brivity CRM

Brivity Platform's innovative tech helps high-performing real estate agents and teams streamline every aspect of their business from nurturing clients to marketing, and lead gen, saving them time and money, and increasing their bottom line. Brivity feat...Read more about Brivity CRM

Spherexx ILoveLeasing
Spherexx ILoveLeasing

Spherexx ILoveLeasing CRM+ is a cloud-based customer relationship management (CRM) solution for property management and real estate businesses in the US and Canada. The software features customer relationship management and marketing analytics and Digital...Read more about Spherexx ILoveLeasing

Mailchimp
Mailchimp

Mailchimp is a web-based marketing automation 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 create targeted emails, r...Read more about Mailchimp

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FrontRunners Logo

Your Guide to Top Real Estate CRM, June 2024

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

Explore FrontRunners

“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.

Buyers Guide

This detailed guide will help you find and buy the right real estate crm software for you and your business.

Last Updated on March 16, 2023

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.