Top-Rated CRM for Real Estate: Reviewed & Compared In 2021

Customer Relationship Management (CRM) software was designed to help real estate agents attract, retain, and manage clients. Whether you’re on the road or based in an office, CRM software is easy to use on most devices. To find the best CRM for real estate, we’ve gone through multiple company reviews, key features, and pricing plans—creating a list of CRM software options you can trust.

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1. PipeDrive

PipeDrive is the ideal solution for small real estate agencies that want to grow. After trying their 14-day free trial, we had to put it on our ‘top CRMs for real estate’ list. This software allows for optimum sales and conversion of leads. The PipeDrive team is constantly developing and improving its features around activity-based selling. Full Review

  • Repetitive task automation
  • A.I. integration
  • Lead and sales management
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PipeDrive is the ideal solution for small real estate agencies that want to grow. After trying their 14-day free trial, we had to put it on our ‘top CRMs for real estate’ list. This software allows for optimum sales and conversion of leads. The PipeDrive team is constantly developing and improving its features around activity-based selling. Full Review

Pricing

4/5

Ease of use

5/5

Features

4/5

Mobile app

4/5

2. FreshWorks

FreshWorks provides an all-in-one CRM solution that generates 10 times more leads and opportunities for users. The intuitive UI empowers users to speedily create personalized campaigns to convert leads into paying customers. Full Review

  • Landing page creation
  • A.I. powered chatbots
  • Multi-currency transactions for global functioning
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FreshWorks provides an all-in-one CRM solution that generates 10 times more leads and opportunities for users. The intuitive UI empowers users to speedily create personalized campaigns to convert leads into paying customers. Full Review

Pricing

4/5

Ease of use

5/5

Features

5/5

Mobile app

4/5

3. Real Geeks

Real Geeks offer CRM solutions to brokers and realtors. Even though it’s a less-known software solution, we had to add it to our list of top CRMs. We were impressed with this software because the company is routinely improving and updating its software to meet clients’ needs. Full Review

  • Property valuation tool
  • Market reports
  • Automated email drip system
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Real Geeks offer CRM solutions to brokers and realtors. Even though it’s a less-known software solution, we had to add it to our list of top CRMs. We were impressed with this software because the company is routinely improving and updating its software to meet clients’ needs. Full Review

Pricing

4/5

Ease of use

5/5

Features

4/5

Mobile app

N/A

4. ZoHo

Built to grow companies, ZoHo is one of our top choices. The company provides an excellent CRM alternative to expensive CRM software with few features. Just by browsing through their website, it was clear that many other large companies use ZoHo, such as Suzuki, Tassal, Netflix, and Purolite. We wanted to see how applicable this software was in the real estate industry. Full Review

  • Process management
  • Customization
  • Omnichannel
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Built to grow companies, ZoHo is one of our top choices. The company provides an excellent CRM alternative to expensive CRM software with few features. Just by browsing through their website, it was clear that many other large companies use ZoHo, such as Suzuki, Tassal, Netflix, and Purolite. We wanted to see how applicable this software was in the real estate industry. Full Review

Pricing

4/5

Ease of use

5/5

Features

5/5

Mobile app

4/5

5. NetHunt CRM

The last real estate CRM and website on our list is NetHunt. NetHunt has recently launched its Workflows feature to create a more powerful CRM system. It’s optimal for realtors who want to improve their sales and follow up on leads. Full Review

  • Webform capture automation
  • Drip campaigns
  • Contact-email linking
Visit Site

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The last real estate CRM and website on our list is NetHunt. NetHunt has recently launched its Workflows feature to create a more powerful CRM system. It’s optimal for realtors who want to improve their sales and follow up on leads. Full Review

Pricing

4/5

Ease of use

4/5

Features

4/5

Mobile app

4/5

6. Streak

Gmail users will love Streak since it can be managed from your own Google Email—it’s as simple as adding it to your Chrome taskbar and starting the process. Already built into the tools you use, Streak offers multiple CRM features. Full Review

  • Frequent snippets
  • Track viewing
  • Mail merging
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Gmail users will love Streak since it can be managed from your own Google Email—it’s as simple as adding it to your Chrome taskbar and starting the process. Already built into the tools you use, Streak offers multiple CRM features. Full Review

Pricing

5/5

Ease of use

5/5

Features

5/5

Mobile app

4/5

7. Salesforce

The UK-based CRM company, Salesforce, provides users with cloud-based tools to best increase productivity and conversion rates. It’s one of the best android apps for real estate agents because users can take advantage of its features from anywhere through the mobile app. Full Review

  • 30-day free trial
  • Unlimited sales CRM available
  • Customizable tools
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The UK-based CRM company, Salesforce, provides users with cloud-based tools to best increase productivity and conversion rates. It’s one of the best android apps for real estate agents because users can take advantage of its features from anywhere through the mobile app. Full Review

Pricing

3/5

Ease of use

5/5

Features

4/5

Mobile app

5/5

8. Follow Up Boss

Follow Up Boss was designed to follow up on leads, to turn real estate prospects into clients. This software allows agents to call, text, and email clients from one central place. Follow Up Boss has simplified the CRM interface for easier navigation and improved functionality of the mobile app. Full Review

  • Marketing automation
  • Multiple integrations
  • Call, dial, and texting
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Follow Up Boss was designed to follow up on leads, to turn real estate prospects into clients. This software allows agents to call, text, and email clients from one central place. Follow Up Boss has simplified the CRM interface for easier navigation and improved functionality of the mobile app. Full Review

Pricing

3/5

Ease of use

5/5

Features

4/5

Mobile app

5/5

9. LionDesk

LionDesk operates as the central HUB for your realtor agency. Committed to constant innovation and improvement, this software has incorporated auto-drip campaigns, A.I. for lead assistance, and video texting features. Full Review

  • Open API for integrations Transaction management
  • Lead generation
  • Power dialers
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LionDesk operates as the central HUB for your realtor agency. Committed to constant innovation and improvement, this software has incorporated auto-drip campaigns, A.I. for lead assistance, and video texting features. Full Review

Pricing

5/5

Ease of use

4/5

Features

4/5

Mobile app

4/5

10. Agile CRM

Agile CRM is an all-in-one service that is affordable and perfect for beginners. Its interface is modern and continues to evolve with the times. Full Review

  • 2-way email integration
  • Appointment scheduling
  • Campaign workflows
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Agile CRM is an all-in-one service that is affordable and perfect for beginners. Its interface is modern and continues to evolve with the times. Full Review

Pricing

5/5

Ease of use

3/5

Features

4/5

Mobile app

4/5

11. Bitrix24

Bitrix24, founded in 2012, is a collaboration platform, befitting for streamlined communication solutions. It’s not only used for CRM purposes but also provides other management tools for small businesses. Full Review

  • Lead acquisition
  • Lead management
  • Sales automation
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Bitrix24, founded in 2012, is a collaboration platform, befitting for streamlined communication solutions. It’s not only used for CRM purposes but also provides other management tools for small businesses. Full Review

Pricing

4/5

Ease of use

2/5

Features

5/5

Mobile app

4/5

12. IXACT Contact

IXACT Contact is one of the highest rated CRM for real estate software services available. Since its establishment, the software has helped real estate companies increase their GCI by 55%. It comes highly recommended, as it helps realtors communicate and stay in contact with prospective clients. Full Review

  • Managing and coordinating teams online.
  • Customizable website design options.
  • Marketing tools of its social media networks with automatic post publishing.
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IXACT Contact is one of the highest rated CRM for real estate software services available. Since its establishment, the software has helped real estate companies increase their GCI by 55%. It comes highly recommended, as it helps realtors communicate and stay in contact with prospective clients. Full Review

Pricing

5/5

Ease of use

4/5

Features

4/5

Mobile app

N/A

Our Methodology

While creating this list of real estate CRM software, we took an in-depth look at various CRM software companies by downloading their software and putting them to the test. We also considered the following:

Features

What features does the software provide that are helpful to the realtor? Some software services have limited features, while others have a plethora of options available. Most significantly, we considered whether the features were functional. Boasting many features that do not serve a purpose to a realtor is pointless. Conversely, not having certain important features will also deem the software useless.

Ease of Use

How easy is the real estate agent CRM software to use? Is it user-friendly? Can it enable you to input various data? We considered whether the software is designed in such a way that anyone could use it. We also considered its layout, drag-and-drop interface options, information storage, and different tabs, pages, and ‘click’ options.

Mobile App

Does the CRM service have an applicable and functional mobile app that can be installed onto a variety of devices? We considered the application’s suitability for android devices, tablets, and iOS mobile operating systems. Since real estate agents are constantly on the move, having a mobile app that can be used offline on any device is extremely important. We also considered the question: if the software doesn’t have a mobile app, does it offer mobile responsive websites?

Customization Options

Not all realtors are the same. Does the realtor CRM software offer a customizable option, where different agencies can add functions, logos, and brands, as well as various agents? Is there an option for all realtors within the same agency to have access to each other’s real estate listings, buyers, sellers, and transaction deadlines?

Pricing and Plans

Since a budget is an extremely important aspect of any business, we considered the cost and pricing plans available. Some services offer a free real estate CRM trial that allows realtors to try the service before committing to a monthly fee.

Customer Reviews

The credibility of CRM software can easily be scrutinized in real estate software reviews. To create a list of the top CRM software services to try, test, and trust, we’ve gone through many reviews of each company on many different platforms. Here are some tips on how to distinguish between credible and false online reviews.

Customer reviews gave us an in-depth look at the service’s features, usability, and customer care. We not only considered the positive reviews but also the negative ones, as well as whether the companies had taken steps in managing complaints.

We’ve created a list of the 12 top-rated CRM software for real estate agents, with a detailed review of each.

High Quality CRM For Real Estate

PipeDrive
PipeDrive
PipeDrive

Best Real Estate CRM for sales and leads

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  • Reports, statistics, and insights into the company’s sales performance
  • Marketing campaigns software
  • Drag-and-drop interface options
  • Real estate listings management
  • Communication tracking
  • A.I. integration
  • Repetitive task automation
  • Lead and sales management
  • Campaign planning is missing
  • Campaign planning is missing

PipeDrive is the ideal solution for small real estate agencies that want to grow. After trying their 14-day free trial, we had to put it on our ‘top CRMs for real estate’ list. This software allows for optimum sales and conversion of leads. The PipeDrive team is constantly developing and improving its features around activity-based selling.  

  • Standout Features

After only a few minutes of using the software, we could see that PipeDrive is all about sales. Its features include: 

  • Repetitive task automation
  • A.I. integration
  • Lead and sales management
  • Communication tracking
  • Reports, statistics, and insights into the company’s sales performance
  • Drag-and-drop interface options
  • Marketing campaigns software
  • Real estate listings management
  • Ease of Use

PipeDrive is one of the best CRM for realtors when it comes to ease of use. Its simple interface design allows for easy and quick navigation—it’s quite easy to track customer deals at each stage of the sales process.

  • Pricing and Plans

Users get full access with the free 14-day trial. 

PipeDrive offers three packages:

  1. Essential: $12.50 monthly
  2. Advanced: $49.90 monthly (add a LeadBooster for $32.50)
  3. Enterprise: $99.00 monthly
  • Customer Reviews and Satisfaction

Realtor CRM reviews of PipeDrive are quite positive. Ratings on G2 Crowd, Google, GetApp, TrustPilot, and Capterra are all above 4.5 stars out of 5. Positive remarks are aimed at ease of use, marketing strategy implementations, and sales pipeline management. 

Advantages: simple and easy to navigate software.

Shortfalls: lacks in advanced features and functionality for tech-savvy

users.

FreshWorks
FreshWorks
FreshWorks

Small to enterprise

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  • Auto-assignment rules
  • Multi-currency transactions for global functioning
  • Customizable fields
  • Multi-communication platform options
  • Multi-language integrations
  • Drip campaigns
  • Landing page creation
  • A.I. powered chatbots
  • Reporting is not robust
  • Could be improved for sales with proposal generator
  • Limited choices for font in email template

FreshWorks provides an all-in-one CRM solution that generates 10 times more leads and opportunities for users. The intuitive UI empowers users to speedily create personalized campaigns to convert leads into paying customers.

  • Standout Features

Impressive features include:

  • Landing page creation
  • A.I. powered chatbots
  • Multi-currency transactions for global functioning
  • Multi-communication platform options
  • Multi-language integrations
  • Customizable fields
  • Auto-assignment rules
  • Drip campaigns
  • Ease of Use

Because many of the app’s functions are automatic and AI integrated, it creates a user-friendly experience. Productivity is enhanced with the lead generation bot, predictive contact scoring, and out-of-office detection features.

Its pipeline management feature allows for easy sales forecasting and the set up of future sales goals. Users can also manage multiple sales pipelines and teams to ensure there are no loose ends. Communication with clients is much more accessible through email, SMS, Apple business chat, WhatsApp, real-time chatbot, and Phone—making it one of the best communication apps for new real estate agents.

  • Pricing and Plans

FreshWorks offers three packages:

  1. Growth: $29.00 monthly for small and fast-growing businesses.
  2. Pro: $69.00 monthly for larger teams who want to scale.
  3. Enterprise: $125.00 monthly for big enterprises.
  • Customer Reviews and Satisfaction

Credible online ratings for FreshWorks CRM are generally positive. With a Glassdoor rating of 4.3/5, Capterra rating of 4.7/5, and softwareadvice.com rating of 4.5/5, the company has proven to be a strong competitor in the industry.

Advantages: extremely user-friendly.

Shortfalls: difficult to locate error logs.

Real Geeks
Real Geeks
Real Geeks

Lead generation

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  • Personalized mobile app
  • Property valuation tool
  • SMS autoresponder
  • Market reports
  • Automated email drip system
  • Lead manager for realtors
  • Limited customization options

Real Geeks offer CRM solutions to brokers and realtors. Even though it’s a less-known software solution, we had to add it to our list of top CRMs. We were impressed with this software because the company is routinely improving and updating its software to meet clients’ needs.

  • Standout Features

Real Geeks offers an IDX website solution that captures leads through numerous landing page searches. To further drive traffic, Real Geeks has a great ‘real leads’ feature that offers a managed PPC tool. Other standout features include:

  • Property valuation tool
  • Market reports
  • Automated email drip system
  • Lead manager for realtors
  • SMS autoresponder
  • Personalized mobile app
  • Ease of Use

Real Geeks is one of our most trusted CRM software for real estate options because it’s quite functional for the industry. Created by agents for agents, the software is extremely user-friendly.

  • Pricing and Plans

Price lists and package options are not listed on the company’s website. We contacted their customer service for plan options, who replied within a few hours.

For one to two users, the service costs $249.00 monthly ($25.00 extra for an additional user). Even though this is quite pricey compared to other more affordable options, we think that it’s worth the price.

  • Customer Reviews and Satisfaction

One customer review stated that the sign-up process is 10 times faster than that with their previous IDX website provider. Complaints are generally about customer care service rather than about the software itself.

Advantages: caters towards real estate in generating leads and valuing the property.

Shortfalls: Customer service.

ZoHo
ZoHo
ZoHo

For all industries

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  • Customization
  • Omnichannel
  • Process management
  • GSuite integration
  • Document tracking
  • WordPress integration is not smooth
  • Late support response times
  • Learning curve

Built to grow companies, ZoHo is one of our top choices. The company provides an excellent CRM alternative to expensive CRM software with few features. Just by browsing through their website, it was clear that many other large companies use ZoHo, such as Suzuki, Tassal, Netflix, and Purolite. We wanted to see how applicable this software was in the real estate industry.

  • Standout Features

We added ZoHo to our top CRM for real estate software list because of the many functional features it has to offer—features that especially accelerate sales, increase leads, and measure sales performance. A full list of their features can be found here.

  • Ease of Use

ZoHo gives users many customizable options. No matter which industry you’re in, the software offers integrations, extensions, and add-ons to fully customize your team’s experience. The main page is easy to navigate and features a simple design. Although the initial setup takes a lot of time, it results in a personalized user experience.

  • Pricing and Plans

There is a free version of ZoHo but with limited features.

ZoHo offers four packages:

  1. Standard: $12.00 monthly
  2. Professional: $20.00 monthly
  3. Enterprise: $35.00 monthly
  4. Ultimate: $45.00 monthly
  • Customer Reviews and Satisfaction

The most positive reviews in regards to ZoHo’s real estate CRM software are its flexible pricing, ease of use, and third-party integration options. Some complaints have been about slow customer support.

Advantages: fully customizable and available in many other countries.

Shortfalls: initial setup is lengthy.

NetHunt CRM
NetHunt CRM
NetHunt CRM

Small/large real estate teams

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  • Drip campaigns
  • Sales and trends analysis
  • Webform capture automation
  • Contact-email linking
  • Sales pipeline management
  • Marketing automation
  • Fully integrated with Gmail inbox
  • Integration for SMS campaigns is lacking
  • Lack of integrations with other software and platforms
  • The price may seem a bit higher than other systems

The last real estate CRM and website on our list is NetHunt. NetHunt has recently launched its Workflows feature to create a more powerful CRM system. It’s optimal for realtors who want to improve their sales and follow up on leads.

  • Standout Features

Impressive features include:

  • Webform capture automation
  • Drip campaigns
  • Contact-email linking
  • Fully integrated with Gmail inbox
  • Marketing automation
  • Sales and trends analysis
  • Sales pipeline management
  • Ease of Use

There are no limitations when it comes to GSuite integration, which makes NetHunt CRM extremely easy to use on Google Chrome. There’s no need to log in and enter data since the software does it automatically.

After using the software, we concluded that it’s one of the greatest real estate CRMs on the market. Even though the mobile app needed some added features, it’s quite easy to navigate, with impressive integration.

  • Pricing and Plans

NetHunt offers three packages:

Basic: $24.00 monthly for freelancers and a team of two.

Business: $48.00 monthly for small teams.

Advanced: $96.00 monthly for large companies.

  • Customer Reviews and Satisfaction

All of the real estate CRM reviews on NetHunt were quite positive.

Advantages: newly updated Workflows feature.

Shortfalls: better suited for Google workspace than others.

Streak
Streak
Streak

G Suite users

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  • Full integration over 2000+
  • G Suite integration
  • Mobile access
  • Extensive Email features
  • Core CRM
  • Lacks the functionality of a fully-fledged CRM

Gmail users will love Streak since it can be managed from your own Google Email—it’s as simple as adding it to your Chrome taskbar and starting the process. Already built into the tools you use, Streak offers multiple CRM features.

  • Standout Features

After installing Streak into Chrome, we soon discovered that it seamlessly integrates with the tools we already use. Pipeline management is on autopilot, allowing for automatic data and contact capturing.

Your inbox can be supercharged by using the following Email features:

  • Frequent snippets
  • Track viewing
  • Mail merging
  • Thread splitter
  • Ease of Use

Streak is, by far, one of the top CRM for real estate agents who work on Google Docs, Sheets, and Calendar. By simply adding the software to your Chrome platform, you can use it for sales, communication, project management, and much more.

The Streak mobile app has recently been rebuilt, exhibiting immeasurable improvement in speed and stability.

  • Pricing and Plans

You can add Streak to Chrome, absolutely free. The free plan provides basic CRM and email tracking. And you save 20% if you sign up for annual plans.

Streak offers three packages:

  1. Solo: $15.00  monthly
  2. Pro: $49.00 monthly (14-day free trial)
  3. Enterprise: $129.00  monthly
  • Customer Reviews and Satisfaction

Streak was voted Google’s Technology partner of the year in 2018. The integration into all programs of G Suite has been highly praised by Google users. Thousands of positive ratings and feedback from credible sources have proven that it is one of the tried-and-true CRM for real estate agents.

Advantages: Google Suite integration at its finest.

Shortfalls: the mobile app needs improvements.

Salesforce
Salesforce
Salesforce

Small to unlimited CRM

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  • Lighting app builder
  • 30-day free trial
  • Customizable tools
  • AppExchange app integration
  • Case management
  • Unlimited sales CRM available
  • Analytics snapshots
  • Lack of instruction or help items
  • Lot of scrolling by the end users
  • A bit complicated and no description of features

The UK-based CRM company, Salesforce, provides users with cloud-based tools to increase productivity and conversion rates. It’s one of the best Android apps for real estate agents because users can take advantage of its features from anywhere through the mobile app.

  • Standout Features

Impressive features include:

  • 30-day free trial
  • Unlimited sales CRM available
  • Customizable tools
  • AppExchange app integration
  • Lighting app builder
  • Analytics snapshots
  • Case management
  • Ease of Use

The software is easy to use since it has multiple email and app integrations. Users can expect a visual workflow display for easy navigation, as well as accurate data processes and reports.

Realtors can easily navigate between projects and collaborate with colleagues within the same project, all from the easy-to-use mobile app. Salesforce is not only for android devices but is also one of the best iPhone apps for real estate agents.

  • Pricing and Plans

Salesforce offers four packages:

  1. Essentials: $25.00 monthly for small business CRM up to 10 users.
  2. Professional: $75.00 monthly for complete CRM solution.
  3. Enterprise: $150.00 monthly for deeply customizable sales CRM.
  4. Unlimited: $300.00 monthly for unlimited CRM and support.
  • Customer Reviews and Satisfaction

Winning Forbes’ Most Innovative Company from 2011 to 2016. Salesforce is an industry favorite.

Advantages: Highly functionable and easy-navigating mobile app for Android and iPhone.

Shortfalls: Expensive and reports of poor customer service.

Follow Up Boss
Follow Up Boss
Follow Up Boss

Follow-up on leads

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  • Multiple integrations
  • Lead routing
  • Team inbox
  • Call, dial, and texting
  • Marketing automation
  • Alerts are not consistent
  • Not as many features as other client management software

Follow Up Boss was designed to follow up on leads, to turn real estate prospects into clients. This software allows agents to call, text, and email clients from one central place. Follow Up Boss has simplified the CRM interface for easier navigation and improved functionality of the mobile app.

  • Standout Features

The best feature of the Follow Up Boss software is that it uses automatic email categorization, which is ideal for lead nurturing. For excellent performance, the company allows app integration for everyone. Integrations with automation systems, mail listing software, and team management software (among others) allow for easy adjustment.

Follow Up Boss is one of our top real estate lead management software choices because many agents can use it. All calls, texts, and emails are tracked; therefore, agents won’t repeat such actions as phoning the same prospect twice. You can log in and keep track of your most significant leads.  Pipeline management can also be customized to suit your team’s needs.

  • Ease of Use

We were impressed to see that all scheduled tasks automatically synced with Google calendar. The interface is extremely user-friendly. Those who aren’t tech-savvy won’t struggle to pull reports or input client information.

  • Pricing and Plans

Follow Up Boss offers three packages:

  1. Grow: $69.00 monthly or $57.00 monthly, billed annually.
  2. Pro: $499.00 monthly or $416.00 monthly, billed annually.
  3. Platform: $1,000 monthly or $833.00 monthly, billed annually.

(Annual plans include two months free.)

  • Customer Reviews and Satisfaction

Realtor CRM reviews express pricing on the software as outrageous, especially for the Pro plan (up to 10 agents) and the Platform (up to 30 agents). If you don’t subscribe to the annual plan (with two months free) the monthly cost is quite high.

Positive reviews have stated that the service helps realtors to make more sales.

Advantages: software that propels the turnaround of potential customers into clients. Shortfalls: expensive software. Compared to other real estate lead tracking software, their service is costly.

LionDesk
LionDesk
LionDesk

Realtors on a budget

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  • Autoresponders
  • Lead generation
  • Power dialers
  • Open API for integrations Transaction management
  • Bulk texting
  • Email response tracking
  • Not intuitive
  • Lower Pro Plan does not offer enough features
  • Larger teams would need to build a customized Enterprise plan

LionDesk operates as the central HUB for your realtor agency. Committed to constant innovation and improvement, this software has incorporated auto-drip campaigns, A.I. for lead assistance, and video texting features.

  • Standout Features

What’s good about LionDesk realtor CRM software is that it is an open application programming interface (API), which allows two applications to talk to each other—other companies can integrate with it. The software also features multiple pipeline transaction management tools for optimum task tracking.

Users don’t have to be marketing experts to know how to get commercial real estate leads with this software. LionDesk has an automated lead generation feature that automatically connects with social media networks.

Third-party options and imports from such sources as Zillow, Realtor.com, and Trulia are also available with LionDesk. The software can also connect with an IDX website.

  • Ease of Use

Our first impression—after signing up for the free trial—was that users can upload their contacts and set up an agent’s profile within less than an hour. Setup of accounts can either be done by the realtor or by a qualified LionDesk assistant.

  • Pricing and Plans

LionDesk offers a 30-day, free real estate CRM trial. This allows users to get familiar with the software before committing to a contract.

LionDesk offers three packages:

  1. Starter: $25.00 monthly or $21.00 monthly, billed annually.
  2. Pro: $49.00 monthly or $499.00, billed annually.
  3. Elite: $83.00 monthly or $999.00, billed annually.
  • Customer Reviews and Satisfaction

New users have complained about the placement of features on the real estate client management software’s interface. Other users have praised the service for offering a robust data capturing system and excellent customer care.

Advantages: its open API system, allowing unlimited integrations.                   Shortfalls: limits on email and texts. Some features are hard to find for new users.

Agile CRM
Agile CRM
Agile CRM

Beginners

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  • Feedback and reviews board
  • Google Sync
  • Helpdesk services
  • Marketing campaigns
  • 2-way email integration
  • Branded emails
  • Appointment scheduling
  • Campaign workflows
  • Buggy email capabilities
  • Limited third party integrations
  • Limited service automation features

Agile CRM is an all-in-one service that is affordable and perfect for beginners. Its interface is modern and continues to evolve with the times.

  • Standout Features

After signing up for their free real estate CRM software, we soon noticed that they had many standout features, including:

  • 2-way email integration
  • Appointment scheduling
  • Campaign workflows
  • Branded emails
  • Marketing campaigns
  • Helpdesk services
  • Google Sync
  • Feedback and reviews board

The best features of the software are not available with the cheaper plans. If you want more than 50 integrations, you need to sign up for either the Regular or Enterprise packages.

  • Ease of Use

While testing the free software, we noticed that the interface is modern and fairly easy to navigate. The mobile app is also easy to install and navigate. The free software, however, is limited—we had some problems with the customization features.

Compared to other CRM services’ ease of use, we cannot say that Agile CRM is one of the greatest real estate CRM software available, but it is ideal for beginners.

  • Pricing and Plans

Agile CRM does offer a free trial for 10 users. Even though the free service only allows for 1,000 contacts to be uploaded, it provides most of the company’s key features.

Agile CRM offers three packages:

  1. Starter: $8.99 monthly
  2. Regular: $29.99 monthly
  3. Enterprise: $47.99 monthly
  • Customer Reviews and Satisfaction

Complaints of Agile CRM are mainly about the cancellation of contracts as being quite difficult and that integrations are very limited. Responses from the Agile CRM team, however, demonstrate that the company does value customer feedback, as they are working to improve their software.

Advantages: it offers one of the best free-of-charge CRM for real estate agents.

Shortfalls: software needs to be updated and improved.

Bitrix24
Bitrix24
Bitrix24

Communication between agents

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  • Lead management
  • Mobile App
  • Communications solutions
  • KPI and time tracking
  • It's a little quirky
  • Lack of video call option

Bitrix24, founded in 2012, is a collaboration platform, befitting for streamlined communication solutions. It’s not only used for CRM purposes but also provides other management tools for small businesses.

  • Standout Features

Upon first glance, it seems as though Bitrix24 only provides limited features, when it comes to CRM for real estate agents. This is because the software focuses on communications more than lead generation. Upon further inspection, however, we realized that Bitrix24 offers numerous CRM features, such as:

  • Lead acquisition
  • Lead management
  • Sales automation
  • Marketing analytics
  • Quotes and invoices
  • Automatic sales funnels and pipelines

Bitrix24 provides features for all the needs of a management team.

  • Ease of Use

To fully understand how Bitrix24 works for real estate agents, we had to try out the CRM+ plan. Even though it’s a rock-solid package, it’s quite complex in its layout. The multitude of features and extras can make the cluttered interface difficult to navigate.

The mobile app, however, is easy to install on an Android device and iOS. It features numerous integrations from third-party options and is an integral part of Bitrix24. There is a desktop app also available.

  • Pricing and Plans

Bitrix24 offers five packages for businesses.

  1. Start+: $19.00 monthly
  2. CRM+: $55.00 monthly
  3. Project+: $55.00 monthly
  4. Standard Business: $79.00 monthly
  5. Professional Business: $159.00 monthly

(The free version isn’t suitable for real estate agent CRM purposes.)

  • Customer Reviews and Satisfaction

Looking at numerous credible reviews, the biggest complaint of the software was in regards to the cluttered interface, as well as it being a bit slow because of all the features.

Bitrix24, however, has more positive ratings, concerning its communication solutions and customization options.

Advantages: applicable to many different businesses, not just real estate.

Shortfalls: no employee performance reports. The interface is cluttered.

IXACT Contact
IXACT Contact
IXACT Contact

Real estate agencies

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  • Email marketing
  • Customizable website design options
  • Setup assistance
  • Managing and coordinating teams online
  • Real-time sync with Outlook, Google, and other email programs
  • Marketing tools of its social media networks with automatic post publishing
  • Lack of option to search for a person by full name
  • Confusing when it comes to adding deals.
  • It doesn't cover complex customer profiles

IXACT Contact is one of the best and most popular CRM for real estate software services available. Since its establishment, the software has helped real estate companies increase their GCI by 55%. It comes highly recommended, as it helps realtors communicate and stay in contact with prospective clients.

  • Standout Features

IXACT Contact offers many various features, including:

  • Managing and coordinating teams online.
  • Customizable website design options.
  • Marketing tools of its social media networks with automatic post publishing.
  • Setup assistance.
  • Email marketing.
  • Real-time sync with Outlook, Google, and other email programs.
  • Ease of Use

We have to agree with Capterra’s ease-of-use rating of 4.2 out of 5. At first glance, the software is user-friendly and easy to navigate. But when you continue using it, there are a few drawbacks. Clients have to be individually removed—there isn’t an option to ‘multi-select’. And adding deals to your dashboard is also a bit tricky.

The mobile app is installable on iOS and Android devices. It’s also easy to navigate, but some users have complained about the purple color of the interface. No other major complaints about the app’s functionality had been reported.

  • Pricing and Plans

IXACT Contact’s CRM for realtors pricing and plans include:

  1. Free 5-week trial; no contract required.
  2. Monthly Plan: $39.00.
  3. Annual Plan: $33.00 monthly, billed annually.
  • Customer Reviews and Satisfaction

Going through hundreds of reviews, we discovered that real estate professionals—such as REMAX, HomeSmart, and Century21—use the services of IXACT Contact. Since there are limited online tutorials on how to use the company’s software, some reviews had complained about customer service.

Advantages: highly recommended by leaders of the industry.

Shortfalls: doesn’t host its own emails but rather works through email integrations.

Best CRM For Real Estate – Buyer’s Guide

Whether you work for a small agency, a large real estate company, or as a private seller, you need to consider a few important factors before choosing a befitting CRM software for realtors.

How to Choose the Top CRM for Real Estate

When choosing software consider the following:

  • Research Companies

Do your research in finding the ideal software that fits your needs, as well as how companies compare to each other in providing the functions you need.

  • Integration Options

Many realtors are already working with certain software, such as MailChimp, Google Calendar, G Suite, Zapier, Office 365, and many more. The real estate CRM and website you choose must be able to automatically integrate these programs. Make sure the software offers you the option to integrate the programs you and your team are already using.

Purchasing a plan that doesn’t have integration options will only result in copying and pasting all information and data you’ve gathered in the past.

  • Additional Features 

When you know exactly what you want out of your software, you’ll then be able to look at additional features. Does the software have client management applications, call-back forms, and task automation? Does it give you appointment setting options and custom pipeline setups?

The highest quality real estate CRM offers a wide variety of features and add-ons. The most expensive monthly plans usually have extra features.

  • Read Reviews 

A company’s credibility is dependent upon customer satisfaction and feedback. Many users of CRM will leave feedback, ratings, and reviews on different platforms. In the past, however, reviews have been fabricated by services themselves. The most credible, honest review sites ask to verify the identity of the user. Users have to prove that they’ve also used the service before leaving a review.

Carefully read real estate CRM software comments from credible sources. Keep in mind that companies who focus on customer satisfaction will have resolved complaints left a few years ago. It’s a good sign when a company improves its systems and features to fit its users’ needs.

  • Your Budget

Some of the top-rated real estate CRMs can be quite costly. Consider your own business and whether you need to invest in the most expensive plan. We advise realtors not to sign up for a service before they’ve first tried out the service.

Realtors can take advantage of the monthly free trial offered by many software companies. Alternatively, purchase only one month and test out the cheapest plan before committing.

What is CRM for Real Estate Agents?

CRM (Customer Relationship Management) is a software tool used by real estate agents that helps agencies and private realtors to organize, operate, and manage their clients and daily tasks from a centralized location. Its features include:

  • Tracking correspondence and client communication.
  • A built-in phone system that allows calling, texting, and emailing.
  • Organizing and managing listings.
  • Assisting in multi-channel campaigns and marketing.
  • Integrating such platforms as Outlook and Gmail to track leads and email prospects.
  • Tracking expenses and commissions.
  • Giving reports on prospects, sellers, and buyers.
  • Automate workflows by tracking tasks.
  • A collaborative tool between realtors within one agency.
  • Sending out monthly automated newsletters to clients on mailing lists.
  • Taking notes on client requests and other property information.
  • Following up on prospects for a better turnaround.

Benefits of Top CRM for Real Estate

Choosing the right software for your real estate agency initiates many benefits:

  • Easier Communication: Because all communication runs through the software, realtors don’t have to use their phones to text, phone, or email.
  • Lead Nurturing: Prospective clients won’t get lost in between calls and busy daily schedules, as the software keeps track of all correspondence. No client is left behind, improving lead follow-up.
  • Drip Campaigns: Using automated text messaging and email, the software acts as an excellent tool for drip campaigns—resulting in higher sales after real estate lead generation ideas have been implemented.
  • Pipeline Management: This feature allows for the entire sales process to run smoothly while being managed step-by-step.
  • Accurate Reporting: CRM systems for real estate are designed to track all processes, after which an accurate report can be pulled—resulting in less paperwork and more accurate analysis and statistics.
  • Collaborative Tool Between Agents: Agents can check one another’s progress to see if clients have been contacted.
  • Creates an Immersive Experience for Clients: Because the software tracks every step of the process, clients won’t be left behind and will be able to experience great customer care.

Top CRM for Real Estate at a Glance

Our top CRM software choices for realtors:

CRM for Real Estate Price range Key Features Pipeline management Best for
Real Geeks From $249.00 monthly
  • Social Media profile integration
  • Property valuation tool
  • Market reports
  • Real leads
Multiple Lead generation
FreshWorks $29.00 – $125.00 monthly
  • A.I. integration
  • Auto-assignment
  • Customizable tools
  • Multiple communication platforms
Sales pipeline Small to enterprise
Salesforce $25 – $300 monthly
  • 30-day free trial
  • Excellent mobile app features
  • Unlimited CRM option available
  • Multiple email integration options
Multiple Small to unlimited CRM
Follow Up Boss $57.00 – $1,000 monthly
  • Marketing automation
  • Multiple integrations
  • Call, dial, and texting
  • Team inbox
  • Lead routing
Customizable Follow-up on leads
Lion Desk $21.00 – $83.00 monthly
  • Open API for integrations
    Transaction management
  • Lead generation
  • Power dialers
  • Autoresponders
  • Email response tracking
  • Bulk texting
Multiple Realtors on a budget
Agile CRM $8.99 – $47.99 monthly
  • Mobile App
  • Telephony
  • Track sales and deals
  • Integration with social media
  • HelpDesk
  • Mobile marketing
Extensive insight into pipelines Beginners
Streak $0.00- $129.00 monthly
  • G Suite integration
  • Extensive Email features
  • Mobile access
  • Core CRM 
  • Full integration over 2000+
Private/Shared pipelines G Suite users
Bitrix24 $19.00 – $159.00 monthly
  • Mobile App
  • Communications solutions
  • KPI and time tracking
  • Lead management
Automatically racks sales and funnels/pipelines Communication between agents
PipeDrive $12.50 – $99.00 monthly
  • Excellent online security 
  • Automation recommendation
  • Workflow automation
  • Open API
  • Webhooks 
Customizable Best Real Estate CRM for sales and leads
Zoho $12.00 – $45.00 monthly
  • Process management
  • Customization
  • Omnichannel
  • GSuite integration
  • Document tracking
Multiple Customizable pipelines For all industries
IXACT Contact $33.00 – $39.00 monthly
  • Multiple integrations
  • 5-week free trial
  • Concierge setup service
  • Automated call reminders
  • Social media marketing
Multiple  Real estate agencies
NetHunt CRM $24.00 – $96.00 monthly
  • User-friendly
  • Data import and export
  • Leads management
  • Multiple integrations
  • Customization options
Sales pipeline management Small/large real estate teams

Wrap Up

The greatest real estate lead generation companies all use CRM software to convert prospects into buyers. CRM software for real estate agents not only assists in project management and client retention but also gives you numerous tools to manage marketing campaigns and agents within the company.

Through our in-depth analysis, we’ve concluded that there are multiple CRM software options available for realtors—each with its own set of benefits and special features. As long as you know exactly what your needs are, you’ll be able to choose the highest quality CRM software for your real estate agency.

FAQ

What is a CRM for Realtors?

The Customer Relationship Management (CRM) software allows realtors to track projects, communicate with prospective clients, and manage tasks, all within one centralized location.

What is the Easiest CRM to Use?

Most of the CRM software on our list is easy to use. Even though some software platforms are easier than others to use—especially for those less tech-savvy—most are easy to get the hang of, after some exploration. We highly recommend any one of our top 10 choices.

Why Should Realtors Use a CRM?

The best CRM for real estate software offers a multitude of features that help smooth the entire property selling process. The main reason why many successful realtors use CRM software is to follow up on leads, treat customers with care, and improve sales.