REfindly CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

REfindly CRM

4.8

(2)

Pricing

Pricing available upon request

About REfindly CRM

REfindly is an online customer relationship management platform designed exclusively to meet the unique needs of the real estate industry. This integrated suite includes sales automation, marketing automation and field service solutions.

REfindly helps agents maintain and organize data and correspondence. The system’s lead management module allows agents to access their database from an Internet-connected device. The timeline feature organizes contacts in chronological order, with touch points that show up to date interactions with that client. In addition to emails and phone calls, it also tracks page views, favorite listings, saved searches and form submissions and automates lead distribution and email drip campaigns.

REfindly collaborates with many third-party email providers like Outlook, Yahoo, Gmail and Live. The system can also IMAP to other email providers. It is recommended to mid-sized real estate practices that will need six or more seats. The monthly fee includes a responsive website with IDX integration that updates bi-hourly.

REfindly CRM Screenshots

REfindly CRM Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

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REfindly CRM Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of REfindly CRM
Appointment Scheduling
Contact Management
CRM
For Real Estate
Interaction Tracking
Lead Distribution
Lead Management
Marketing Automation
Reminders

REfindly CRM User Reviews

Overall Rating

4.8

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.0

Customer support

5.0

Functionality

5.0

Have you used REfindly CRM and would like to share your experience with others?

Ethan M.

Real Estate

Used unspecified for less than 12 months

Review source

Reviewed August 2015

Great company, Great Product, Excellent Service

Ratings Breakdown

Ease of use

Functionality

Pros:

REfindly is a great company that has been innovative and has created a product and service which has been beneficial to my business as a Realtor. They have created a CRM program that is tailored to my industry as well as my personal needs. REfindly has also created my personal website and been a huge help with my lead generation. The ease of use have been quite beneficial. REfindly provides a great service and I recommend the company to everyone I speak with.

Cons:

I have no complaints about this company, they are creating a product that is tailored to the individual.

Nancy B.

Real Estate

Used unspecified for less than 12 months

Review source

Reviewed July 2015

REfindly CRM is bringing me into the 21st Century

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Customer service is always friendly and very helpful. Has made it easier to keep up with prospects, active Buyers and Sellers, and past clients.

Cons:

I had never really maximized technology for lead generation, contact management, or even scheduling, and the conversion has been challenging. It wasn't intuitive for me to learn the basic processes of the CRM.

Showing 1 - 2 of 2 Reviews