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Top software solutions by category

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

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 involved... Read More

Zoho CRM

Zoho offers a cloud-based customer relationship management (CRM) solution tailored to the needs of small and midsized businesses. Its interface includes CRM tools such as sales and marketing automation, customer support and a help... Read More

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

Infusionsoft

Infusionsoft is a cloud-based sales and marketing platform that brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales... Read More

inContact Hosted Call Center

inContact is a SaaS-based call center software that helps businesses to maximizes the quality of leads and minimizes the cost of client interaction. The solution comprises of many features required to process inbound support requests... Read More

Maximizer CRM

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.

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

PlanPlus Online

PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution... Read More

Web+Center

Web+Center is a suite of open source, customizable help desk solutions for IT organizations in almost any industry. The web-based help desk application can be run on-site or in the cloud. With access to 100% of the source code, organizations... Read More

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

Five9 Cloud Contact Center

Five9 Call Center software enables agents to manage inbound, outbound, blended or multi-channel contact centers.  The smart dialer features help agents handle their live prospects. An intelligent routing tool routes calls to agents... Read More

Insightly

Made specifically for small businesses, Insightly is the perfect CRM system for agents wanting more customer insight. This easy-to-use web-based platform offers customization, social integration and much more.

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

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

Propertybase

Powered by Salesforce, Propertybase is a powerful web-based Customer Relationship Management solution designed specifically for Real Estate brokers. The integrated suite of applications offered by Propertybase includes Marketing Automation,... Read More

VanillaSoft Pro

VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from... Read More

Really Simple Systems

Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More

ProsperWorks CRM

ProsperWorks 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 ProsperWorks... Read More

Remedyforce

Remedyforce is a service management software built on a Salesforce app cloud and provides reporting, knowledge management, incident and problem management features. The software provides a service desk system so that users can manage... Read More

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

Pipeliner CRM

Pipeliner CRM is an end-to-end customer management system that provides better visibility and transparency into the entire sales process. It is a web-based system that is both Mac and Windows compatible, as well as offering an app... Read More

NetHelpDesk

NetHelpDesk is an ITIL aligned help desk software that offers ticket tracking and customer relationship management modules with reporting capabilities. The system can manage help desk requests, integrate with email and calendars, provide... Read More

Service Desk +

Service Desk + software provides a unified approach to service management by offering Customer Service & Support, Web Self-Service, Knowledge Management, Field Service, Help Desk, and Live Chat tools within one system. Service Desk... Read More

InvGate Service Desk

InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support, self service knowledge management, and more. The system is compatible on Mac, Windows, and iPad (or... Read More

ContactWorld by NewVoiceMedia

ContactWorld, created by NewVoiceMedia, is a unified communication platform for any size corporation. It offers standalone call center functionality, including automatic call distribution, predictive dialer, call recording, auto attendant,... Read More

Vizor Complete

Vizor provides a customizable IT asset management and web-based issue tracking system for delivering full IT management and support. Network devices are discovered and audited, then managed through identification, allocation and lifecycle... Read More

Vivantio Pro

Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More

IncidentMonitor

IncidentMonitor™ is an Information Technology Service Management (ITSM) application to support IT, ITIL and any other business process. The service management framework offers free ITIL process templates plus an integrated workflow... Read More

Freshservice

Freshservice is a SaaS-based IT Help Desk and service management solution that enables organizations to simplify their IT operations. The solution offers multiple features which include a ticketing system, self-service portal and... Read More

Help Scout

Help Scout provides an efficient web-based system that channels and tracks real estate prospect communications. Perfect for small brokerages, this software offers a single inbox for customer emails.

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

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

Oracle Service Cloud

Oracle Service Cloud is a suite of customer service and support applications under the Oracle Cloud product line for customer experience (CX) management. It provides multichannel ticket management, which combines all customer service... Read More

Oracle Sales Cloud

Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native... Read More

Supportbench

Supportbench is a cloud-based customer relationship management (CRM) solution suitable for businesses in a variety of industries. Key features include case management, calendars, analytics. Supportbench enables users to define escalations... Read More

Pivotal CRM

CDC Software’s Pivotal CRM is a flexible, customizable customer relationship management (CRM) solution designed to reduce the learning curve and increase the speed of user adoption. It includes marketing automation, lead management,... Read More

Genoo

Genoo is a web-based marketing automation solution for small to mid-sized organizations. It has the basic functionalities that apply to a number of industries, but its clients are primarily in small professional services, software,... Read More

Cynergy Software

Cynergy Software is a help desk and customer relationship management (CRM) solution for both internal employee and external customer ticketing support. Key features include detailed ticketing, a knowledge base, calendars, asset management,... Read More

Salesnet CRM

With strong SFA functionality, this CRM tool is highly flexible to meet the demands of real estate organizations. With point-and-click customization, it's easy to create a system that reflects your company's business needs.

Oracle CRM On Demand

Oracle CRM On Demand is a user-friendly solution for your entire organization, directing your sales, marketing and client support efforts toward a single focus: your customers. We like how this solution can even be integrated with... Read More

LiveHelpNow

LiveHelpNow offers a family of products designed to increase sales and lead generation, improve brand loyalty and raise customer satisfaction. It is a Web-based (cloud) platform designed to scale to any size business, from startup... Read More

Saleslogix

Infor CRM is a highly flexible solution for small to midmarket companies. The offers robust functionality, and also works with each customer to tailor a solution to best meet the customer's business needs.

ServiceWise

ServiceWise by TechExcel is a comprehensive service desk solution that offers a single solution to manage help desk, employee self-service, knowledge management and customer service and support. With ServiceWise, organizations can... Read More

Realtiva

Realtiva by Double Dash Web was developed to meet the growing needs of small to midsized real estate organizations looking to make the most out of their online presence. Realtiva is an affordable CRM solution that provides powerful... Read More

xRE by Ascendix

AscendixRE products are focused, highly specialized CRM solutions for commercial real estate that integrate industry standards and requirements into a solution tailored to the needs of commercial real estate brokers and professionals. xRE... Read More

CampaignerCRM

CampaignerCRM is built for small to medium-sized real estate firms and can help firms with their document and inventory management needs. The system includes applications for marketing automation and channel management.

HEAT Software Solutions

HEAT Software is an IT help desk solution with on-premise, cloud-based and mobile options. The system integrates service management with client management, in a both cloud and server-based environment. HEAT can support any type of... Read More

KANA Express

With the understanding that it’s more difficult to gain a new client than to keep an existing customer, KANA, a Verint Company, has developed KANA Express, a web-based customer support platform for mid-sized businesses. Balancing... Read More

ProBusinessTools

For almost 15 years, ProBusinessTools has been a leader in the industry, offering the single most popular web-based service management solution for companies of all sizes. As an entirely web-based application, PBT streamlines the entire... Read More

Save time.
Save money.

There are hundreds of Real Estate CRM Software systems. Sifting through them can take weeks.

Choosing the wrong software can harm your business.

In minutes, we'll give you matches for your needs and budget.

100% free to you. How?

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.