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Real Estate CRM Software


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Infusionsoft logo
 
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
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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
 
Salesforce.com logo
 
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
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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
 
HubSpot CRM logo
 
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
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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
 
ProsperWorks CRM logo
 
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
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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
 
NetSuite logo
 
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
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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

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Base logo
 
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
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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
 
Chime logo
 
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
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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
 
Insightly logo
 
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.
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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.
 
BoomTown logo
 
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
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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
 
PlanPlus Online logo
 
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
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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

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Freshdesk logo
 
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
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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
 
TeamSupport logo
 
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
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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
 
Really Simple Systems logo
 
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
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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
 
Salesforce.com Service Cloud logo
 
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
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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
 
Vivantio Pro logo
 
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
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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

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Help Scout logo
 
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.
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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.
 
Pipeliner CRM logo
 
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
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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
 
Supportbench logo
 
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
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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
 
Oracle Sales Cloud logo
 
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
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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
 
inContact Hosted Call Center logo
 
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
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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

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Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: September 22, 2017


Residential and commercial real estate professionals face unique challenges when it comes to choosing a customer relationship management (CRM) system. This type of software helps:

  • Manage clients
  • Manage showings
  • Manage open houses
  • Mangage closings
  • Manage other activities in the property buying and selling process 

Depending on the kind of properties sold or the business size, buyers might require everything from sales and marketing automation to property listing management features.

We created this guide to help buyers find the best real estate CRM for their needs. Here's what we’ll cover:

What Is Real Estate CRM Software?
Market Trends to Understand
Benefits of Real Estate CRM
Pricing: Web-based vs. On-Premise

What Is Real Estate CRM Software?

At its core, CRM software for the real estate industry manages client data, tracks interactions and automates workflows. This increases efficiency and organization and enables buying and selling agents to close more deals, faster.

Here's a scenario of how real estate software can help a selling agent. Let's say a homebuyer fills out an online form requesting to see a property listed on your website. With a real estate CRM system, this lead might show up in the user dashboard for the corresponding agent, then automatically convert the form data into a contact profile for that buyer. A manager might at the same time be automatically alerted that an agent opened a new lead.

Microsoft-Dynamics-Contact-Profile

An account dashboard in Microsoft Dynamics CRM

The selling agent will then call the prospective buyer to learn more about their interests, timelines, financing situation and other pertinent information. The agent will capture all of these details, plus the contact information for their buyer's agent, in the CRM system. The date and times for both the phone call and the subsequent email to the buyer's agent are also recorded.

Next, the agent might set a task to follow up the next day if they haven't heard from the buyer's agent about arranging a showing. The agent ends up hearing back within the hour, so they set a date for the showing and share the calendar appointment with the property seller, buyer and their agent all at once. Finally, they set a new task to follow up the next afternoon after the showing to see if they've submitted an offer.

In this scenario, management can see immediately where the lead is in the buying process without having to call, email or set a meeting with the agent. They can also see how the team performed that day overall (how many properties were sold, for example, or the number of showings the team conducted).

Salesnet_Reporting_Dashboard

A reporting dashboard in Salesnet CRM

In addition to the core functionality described above, CRM software for the real estate industry might have some or all of the following differentiating capabilities:

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.
Listings management/MLS integration Some real estate management software provide 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.
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.
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.
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.

Benefits of Real Estate CRM

Better client tracking and organization. Realtor CRM systems increase organization by providing a single repository for agents to store leads, client information and documents. The software also automates workflows with task lists, dashboards and alerts. Together, this functionality ensures that agents stay organized, on task and that nothing falls through the cracks.

In addition, being able to see at a glance where a particular client is in the buying or selling process helps agents focus their time on the warmest prospects, while others are nurtured with email marketing tools.

Improved oversight. Reporting tools give managers insight into the sales pipeline. If they see key metrics moving in the wrong direction, they can use the software's reporting tools to drill into possible causes. For instance, average number of days properties spend on the market, or average price per square foot of active listings.

Market Trends to Understand

Mobile CRM capabilities have become critical to the real estate business. From showings to inspections, agents spend a lot of time in the field. They depend on tablets, smartphones and laptops to stay on top of work while they're out of the office. For this reason, many software developers have created robust mobile applications.

IXACT_Contact_iPad

An iPad dashboard from IXACT Contact

Users can perform many of the same activities they would in the office, but from a mobile-friendly interface. Some products also offer GPS-powered features, such as a report showing neighborhood trends for the area where the agent happened to be at that time.

Social media integration is becoming increasingly important. Many products integrate directly with Facebook, Twitter and other social media platforms so agents can automate sending updates and tweets about new listings. Some vendors also allow agents to reply to their clients' social media updates. If a client posts a Facebook update about their birthday, for example, the agent could see this from their CRM system and instantly reply.

Some real estate contact management software offer social listening capabilities. Agents use these features to mine for conversations that mention their brand, neighborhood of interest or other keywords that might signify a potential business opportunity.

Pricing: Web-Based vs. On-Premise

In most cases, real estate CRM software is priced according to the deployment models described here:

Larger organizations might incur additional costs to integrate with standalone property management, ERP, HR or accounting software.

Cloud-based software, also called Software-as-a-Service (SaaS), is typically priced on a subscription basis determined by the number of "seats" (brokers and managers who need to access the software). This type of software is housed off-site on servers managed by the software company.

On-premise software usually requires purchasing a perpetual license upfront, with no recurring subscription cost. But users might also pay additionally for upgrades, customizations and maintenance. This type of real estate software is housed on the buyers’ servers.

Free Download:
CRM Software Pricing Guide

Free Download:
Ten Steps Guide to Selecting the Right CRM Software

 

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