A Deloitte report found that only 1/3 of real estate agents believe they have the necessary resources and skills to operate a business that has been transformed by digital technologies. For the other 2/3 of agents, this post will review the best CRM options to help them make a more informed decision about how to incorporate technology into their business.
This overview of the best CRM for real estate is based on 6,000+ reviews on 5 independent platforms: G2, Capterra, FeaturedCustomers, Technology Advice, and AppExchange, as well as information provided on company websites.
What Is CRM for Real Estate?
A real estate CRM system pulls together all of the necessary activities and workflows into one central location in order to automate, analyze, and improve upon the sales, marketing, and customer service processes.
The Top broker CRM software is designed to streamline day-to-day tasks, freeing up time and energy to focus on generating new business ideas and strengthening relationships with current and potential clients.
Thanks to CRM for real estate agents can:
- Prioritize tasks,
- Manage leads, contacts, and data,
- Monitor key activities,
- Report on activities effectively inside one system.
real estate CRM software enables you to track properties, sales, and other specific data related to landlords, tenants, and so on.
The best CRM systems for real estate help brokers track client correspondence and keep it in one place so that nothing is lost or missed.
Key Benefits of CRM for Real Estate
Brokers praise the following real estate CRM perks the most, regardless of whether the platform is cloud-based or on-premises:
- Centralized and organized lead, deal, and contact information
- Consolidated and easily managed database
- Automated workflows and time-consuming routine tasks
- Optimized email marketing automation efforts
- Visualization of realtor’s performance and business operation success
- Integration with MLS (Multiple Listing Service) and other third-party tools
Each person involved in the real estate industry, such as real estate agents, investors, or mortgage lenders, can find benefits of introducing a CRM system into their business.
What Features Best Real Estate CRM Should Have
client management, contact management, data storage, and third-party integrations. Best CRM systems for real estate agents typically include features such as client management, contact management, data storage, and third-party integrations.
- Contact management features enable segmentation and categorization of contacts and leads by type, referral status, preferences, etc, and can be categorized by filter fields or tags.
- Email management tools and templates help realtors automate sending of emails and keep them personalized. They also help brokers create and send off proposals, and engage in drip email campaigns.
- Mobility via a mobile application allows real estate agents to access their data, contacts, and monitor all important activities from any point on the Earth that has an Internet connection and be more independent in terms of location and resources.
What Tools Top CRM for Real Estate Agents Should Have
- Listing management tools for property tracking, managing for more precise matching with clients’ needs
- Document management tools for effective document exchanging and sharing
- Data deduplication tools to reduce the amount of garbage data
- Collaboration tools for productive and secure communication and interaction.
- Integrability with third-party tools to consolidate all necessary systems under one CRM
- User-friendly interface and customization/configuration capabilities to tailor real estate CRM software specifically for your brokerage needs and ensure user adoption.
Real Estate CRM Comparison: Pros and Cons
There are a few different things to consider when you are looking for the best CRM for real estate agents. Some things you may want to consider are the different features that are available, the price, and how easy it is to use. You will also want to look at reviews to see what other people have thought about the different options.
- General information of these CRM systems (like a year of foundation, headquarters, etc)
- Average rating from different review websites and software pros & cons according to users
- Pricing options*
- Key clients
- Real estate CRM software features
Real Estate CRM Pricing Comparison
The majority of the best real estate CRMs have various pricing options, with the exception of CINC and RealtyJuggler who respectively had no pricing information available and only one billing option.
The cheapest plan with the most essential features is offered by Pipedrive at $12.50 per user per month. The most expensive plan is offered by CINC at $1,500 per month, and Follow Up Boss at $57 per user per month. The most expensive CRM plan offered by Follow Up Boss is $1,000 per month.
When it comes to a CRM platforms, real estate agents have specific needs. Here are some top real estate CRM tools that will help you develop long-term relationships with your customers.
Selling a house is not like selling a product in a grocery store. The average home buyer visits 10 homes over 10 weeks before they make a decision, according to Realtor.com.
It is understandable that people would be picky about something that is likely the most expensive thing they will buy in their lifetime and also somewhere that they will spend years of their life.
Because real estate sales are typically direct-to-consumer and come from listings or referrals, the leads for real estate sales are different than other types of sales leads. It is important for a CRM software platform used for real estate sales to have the ability to send networking emails in order to maintain relationships.
We’ve found eight CRMs that can handle your needs.
Here are the top real estate CRM software options:
- Best Overall: Agile CRM
- Salesforce CRM
- Insightly
- Zoho CRM
- Vtiger Sales CRM
- SugarCRM
- Bitrix24
What to look for in a CRM software for realtors
If you work in real estate, you need a CRM tool that is specifically designed for that industry, rather than a general sales CRM tool. The best real estate CRM software will help you manage both residential and commercial properties.
When searching for CRM software, be sure to find one that meets your specific needs. Look for a CRM with the following key characteristics.
1. Robust contacts tool
You want a platform that allows you to list not just a person’s basic contact information, but every single interaction and detail you can gather in order to maintain relationships vital to real estate sales.
If someone you know is approaching a birthday, chat with them about vacationing in Spain, or mention that you know a few people in the market for a home and suggest they call you.
This refers to the necessity of managing sales, relationships, or accounts.
It is more difficult to sell houses than it is to sell magazines; selling houses requires a lot of trust and it may take many months to close the deal. Therefore, you need to be patient and use a real estate CRM platform to help you stay organized and on top of your contacts. Look for software that has the following features:
- Lots of fields to maximize the information you can enter
- Highly customizable
- Automated reminders that you can preset
2. Customer service
In order to be successful in the real estate industry, you need to have a great reputation. The only way to achieve this is by offering superb customer service.
It is your responsibility to ensure that the buying experience is smooth and free of any issues for clients, as well as taking care of any other problems that may occur during the complicated process of purchasing a home.
A CRM that offers customer service features is necessary in order to have good customer service.
- A module specifically for customer support
- Case management
- Automated reminders for tasks
- Cloud-based (so you can access it anywhere, anytime)
3. Email marketing
Email marketing is one of the most important aspects of selling real estate.
The sales CRM should not only organize your contacts and set your calendar, but also do some of the email marketing work.
You should look for a real estate CRM that has the following features:
- Drip email campaigns
- Email templates (to create “just listed” and newsletter emails, for example)
- Design customization
Our 8 picks for the best real estate CRMs
There are a lot of different customer relationship management software programs available, but not all of them are well-suited for managing real estate sales. We’ve selected these eight solutions as the best CRMs for real estate agents.
1. Agile CRM
Agile CRM has a real estate version that helps real estate professionals manage the documentation of appraisals and property listings, and automates more administrative tasks so agents can spend more time building relationships with clients.
The agile marketing method comes with email marketing and lead-tracking tools to help you organize your outreach so you stay top-of-mind with clients as they look for their dream homes.
The software automatically captures leads from websites such as Zillow and Trulia and puts the contact data into the platform.
The software can also be used to search properties in a specific area and make notes on those properties in the customer relationship management system. The software can also be used to request representation for private listings.
Agile is a good way to organize real estate documents and it can automate some of the administrative tasks and email marketing. This can free up time for other things.
2. Salesforce CRM
Salesforce CRM boasts that it can manage real estate sales “from open house to close of escrow.” The software can specifically:
- Upload leads and contacts quickly
- Track emails and calls
- Integrate tools to manage email campaigns
- Enable you to work anywhere with its mobile app
Salesforce provides a good contact management tool that displays a history of customer interactions, communications with the customer, and internal account discussions (if you work within a team).
Having good lead and sales funnel management is important for salespeople in the real estate industry because the sales cycle is typically very long. This means that salespeople need to be able to maintain long-term relationships with clients, which often requires frequent communication over the course of several months.
Salesforce is good for real estate because it provides good sales funnel management. This helps build long-term relationships with clients.
3. Pipedrive
Pipedrive will help you keep track of your conversations with clients about specific properties. It will also help organizing messages by client and property.
You can keep track of work progress and communicate with clients even when you’re not at a desk by making audio recordings and setting reminders for follow-ups. You can also stay updated on a property or a client while you’re on the go.
4. Insightly
Insightly has a lot of features that are great for real estate. The lead management tool is really useful because you can keep track of where your leads are coming from. This is important because you want to know which marketing channels are giving you the most results.
The lead automation process can be set up so that leads go straight into the platform. Custom feeds can be set up to capture data that is important specifically to you.
You can sort your contacts into categories like agent, property manager, etc. through the contact management system.
5. Zoho CRM
Zoho CRM integrates with Zillow for free, providing users with information about a property, such as its availability, address, value, comparable homes, and more, all within the platform.
Zoho lets you scan QR codes and business cards to quickly add new leads into your sales pipeline. This is a great feature for real estate agents who are always shaking hands and collecting cards at events. With this CRM, you don’t have to waste time manually inputting the data later.
6. Vtiger Sales CRM
If you are in the real estate business, Vtiger Sales CRM can help you manage property inquiries and listings, communicate with buyers, and conduct email marketing campaigns.
The software helps you plan your marketing strategy by taking note of where your leads are coming from. You can use the software’s reporting tools to identify the best lead sources and make the necessary changes to your strategy.
7. SugarCRM
SugarCRM’s sales funnel tracking tool allows you to track all communications with a client in detail throughout their buying journey, no matter how long it takes.
SugarCRM gives you a complete view of your email communications when prospecting, and it integrates well with many different third-party apps that real estate agents already use.
8. Bitrix24
Bitrix24’s free real estate software is perfect for anyone who wants something simple and straightforward. With it, you can manage an unlimited number of records, send email marketing campaigns, use the mobile app, and take advantage of various management features.
This software provides some of the basic features you would expect from a real estate CRM platform, such as drip email marketing, quotes and invoices, integrated telephony, and calendars.
The Bitrix24 CRM version for real estate is important because it helps you focus on long-term relationships with your clients, and automates administrative tasks so you have more time to build those relationships.
The platform will also allow you to store documents such as contracts, titles, appraisals, property photographs, and more so you can access them easily.
Why is Bitrix24 good for real estate? The free version is great for managing contacts and documents on a budget.
Try out a few of these real estate CRM solutions before choosing one
There are many software options available that are good for real estate in different ways.
Some real estate software is better at organizing documentation while others offer more customization for contacts. With this in mind, you should be able to identify a couple of options that would work best for advancing in real estate sales.
It is recommended that you try out each of these real estate CRMs by either using a free version or signing up for a trial. Consider how each software fits within your sales process, and then make a decision.
