Finding software can be overwhelming. Software Advice has helped hundreds of companies choose the right real estate CRM software to manage leads, marketing campaigns, and after-sales services.

Showing 1-20 of 66 products

Sort by:

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

Price:

Recent recommendations: 90 recommendations

Learn More

Salesforce Sales Cloud

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. This Salesforce platform has CRM capabilities tha... Read more

Price:

Recent recommendations: 33 recommendations

Learn More

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

Price:

Recent recommendations: 30 recommendations

Learn More

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

Price:

Recent recommendations: 13 recommendations

Learn More

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

Price:

Recent recommendations: 11 recommendations

Learn More

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features includ... Read more

Price:

Recent recommendations: 2 recommendations

Learn More

BoomTownFrontRunners 2020

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

Price:

Recent recommendations: 2 recommendations

Learn More

vcita

vcita is a cloud-based customer relationship management (CRM) solution for small businesses. Entrepreneurs and business owners can manage their client engagements from any device from anywhere. It enables organizations to dri... Read more

Price:

Recent recommendations: 1 recommendations

Learn More

PipedriveFrontRunners 2020

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

Learn More

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

Learn More

NimbleFrontRunners 2020

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

Learn More

Trello

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based... Read more

Learn More

The Wise AgentFrontRunners 2020

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

Learn More

Less Annoying CRM

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact in... Read more

Learn 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

Learn More

CloseFrontRunners 2020

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can ... Read more

Learn More

Caspio

Caspio is a cloud-based application development solution for organizations of all sizes. The platform is suitable for industries such as health care, media, government, education, nonprofits, consulting, churches and community ass... Read more

Learn More

IXACT Contact

IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the sy... Read more

Learn More

Salesforce Essentials

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database.... Read more

Learn More

Hemlane

Hemlane is a cloud-based property management solution that caters to small businesses. The key features of the solution include property marketing, applicant screening, lease tracking, rent collection and maintenance coordination.... Read more

Learn More

Buyers guide

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.

FrontRunners

Your Guide to Top Real Estate CRM Software, October 2020

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

Learn how products are chosen

Explore FrontRunners

Connect with a personal advisor who can help you find the right software for your business.
Software Advice
“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.