The 9 Best CRMs for Real Estate

 Whether you’re a new real estate agent who’s looking for a way to manage all your new contacts or an experienced pro needing to upgrade your current system, having a good customer relationship management (CRM) solution is quite crucial in the modern market.

CRMs help you to capture the leads effortlessly, nurture them, and convert them into sales. 

Now the question is, how do you choose the best real estate CRM for your business?

Here’s a compiled list of the best CRMs for Real Estate that we tested ourselves, considering different factors like accessibility, support, integrability, price, and user reviews.

Rundown

  1. The best real-estate-centric CRM: REsimpli, “An all-in-one real estate CRM system focused entirely on real estate agents and investors to help them generate leads, run real estate oriented marketing campaigns, and manage relationships and operations from one dashboard".
  2. Best real estate CRM overall: HubSpot, “It is a good all-around CRM for real estate agents that helps to manage your contacts, deals, and pipelines, as well as track your marketing campaigns, social media engagement, and website analytics. It even seamlessly integrates with popular real estate apps like Zillow and Trulia.”
  3. All-in-one Real estate CRM:  Monday.com, “ It is an all-in-one CRM software that brings task management, CRM, and project management functionalities into one platform. From a comprehensive sales pipeline view to efficient automations and client communication features, this CRM platform helps you to stay organised and maximise your productivity.”
  4. Best real estate CRM for AI Lead Generation: LionDesk,  “With its advanced algorithms, LionDesk intelligently qualifies and prioritises leads, allowing you to focus your energy on the most promising opportunities. It also allows you to send personalised messages to your leads, ensuring maximum engagement and increasing the chances of conversion.”
  5. Best real estate CRM  for Follow-Up Processes: Follow Up Boss, “With just a few clicks, you can set up sequences, reminders, and notifications to engage with leads consistently and at the right time, increasing the chances of converting them into clients.”
  6. Best real estate CRM for marketing: Market Leader, “It offers a comprehensive suite of tools that helps you to automate various marketing tasks. You can easily set up and manage email campaigns, follow-ups, and other marketing activities, ensuring that leads are consistently nurtured. ”
  7. Best budget-friendly real estate CRM: Pipedrive, “It is a budget-friendly CRM option that provides a range of advanced features. Apart from the standard lead management and client relationship tools, it includes a visual sales pipeline and a user-friendly drag-and-drop interface.”
  8. Best real estate CRM  for Sales: Zoho CRM, “Zoho CRM's automation tools streamline sales processes by automating repetitive tasks, such as lead qualification, contact management, and follow-ups. It also allows you to generate estimates and quickly turn them into proposals, quotes, and then orders when a deal is signed.”
  9. Best real estate CRM  for Scalability: Salesforce CRM, “Salesforce CRM offers a highly flexible and customisable platform that can be tailored to meet your specific needs. With features like high availability, data security, and advanced performance optimisation, it provides a scalable and reliable CRM solution for real estate professionals.”
  10. Best real estate CRM  for Property listing management: Propertybase, “With its deep integration capabilities, it connects real estate agents with MLS listings, marketing tools, and more, all within one platform. Propertybase further provides you real-time insights through user-friendly dashboards covering various aspects such as finances, marketing efforts, lead generation, and agent performance.”

How We Found the Best CRMs for Real Estate

Choosing the Best CRMs for Real Estate required extensive research and evaluation. 

We carefully looked at many different platforms and evaluated them based on certain criteria to find the most reliable and effective ones.

This list has different CRMs for different use cases; some are for sales, follow-up processes, etc. 

We have curated this list following the following criteria:

  • Platform utilisation: We went beyond the reviews and personally tried the platforms firsthand to comprehensively understand their features, functionalities, and user experience.

  • Functionality: We assessed the CRM platforms based on their functionality, ensuring that they offered the necessary features specifically tailored to meet the unique needs of real estate professionals. This includes lead management, contact management, transaction management, automation capabilities, integration options, and reporting and analytics.

  • User-Friendliness: Ease of use was another crucial factor in our evaluation process. We considered how intuitive and user-friendly the CRM platforms were, ensuring that even non-technical users could easily navigate and utilise the system effectively.

  • Customisation Options: Real estate businesses have diverse requirements, so we prioritised CRMs that provided flexible customisation options. This allowed users to tailor the CRM system to match their specific sales processes, branding, and workflows.

  • Integration Capabilities: Integration with other real estate tools and platforms was an essential aspect of our evaluation. We looked for CRMs that seamlessly integrated with MLS systems, marketing automation platforms, email marketing services, document management systems, and other essential tools used in the real estate industry.

  • User Reviews and Feedback: We considered user reviews and feedback from real estate professionals who had firsthand experience with using the CRM platforms. Their insights and opinions helped us assess the overall satisfaction and effectiveness of the CRMs.

Recommended CRMs for Real Estate

resimpli

The best real-estate-centric CRM

REsimpli

REsimpli is amongst the very few CRMs that are focused entirely on the real estate industry. It focuses on the real estate nitty gritty like generating leads, streamlining workforce, and creating relationships to help secure deals.

At the beginning of your sales process, REsimpli helps you organize your data with features like list stacking and skip tracing to identify motivated leads. You can create targeted marketing campaigns, including direct mail and cold calling, to connect with your prospects.

As you progress through the sales funnel, this real estate CRM allows you to manage leads, automate your follow-up sequences, and track interactions. The platform’s Speed-to-Lead feature ensures that your hot leads are contacted within seconds, improving your odds.

When it comes to closing deals, REsimpli provides built-in tools like the e-Sign feature to easily send electronic contracts to your buyers and sellers. The platform also supports team collaboration, helping you assign tasks and set reminders to ensure every step of the lead journey is covered.

The best things about REsimpli are:

  • Pipeline Management: REsimpli’s offers a pipeline system that helps you manage leads effectively.
  • All-in-One System: It’s a holistic real estate CRM that consolidates your entire real estate business into one dashboard.
  • Automated Marketing: It automates your marketing campaigns and follow-up processes.
  • Customer Support: There’s live support through live chat, email, and 1-on-1 Zoom calls.

REsimpli can be your go-to platform if you’re focusing on a real-estate CRM platform that’s made explicitly for real-estate businesses. After all, the company boasts that it’s created by real estate professionals for real estate professionals.

HubSpot CRM

Best real estate CRM overall

HubSpot

HubSpot is a free CRM software that offers tools to improve various parts of your business, like marketing, sales, customer service, websites, and day-to-day operations. 

It has solutions for every stage of the sales funnel.

At the beginning of the sales process, HubSpot has marketing tools that help you attract and capture leads. You can create and manage effective marketing campaigns, keep an eye on your website analytics, and connect with your target audience through social media platforms.

 As you progress through the sales funnel, HubSpot allows you to track interactions, set follow-up reminders, and automate repetitive tasks. 

When it comes to closing deals, you can streamline the process with deal tracking, pipeline management, and seamless communication through email integration.

 It also helps you retain customers with features like feedback surveys, customer support, and knowledge base tools.

The best things about HubSpot are:

  • Pipeline Management Tool: It provides a user-friendly tool to help you efficiently track and manage your deals throughout the sales pipeline.
  • Contact Data Organisation: With HubSpot, you can easily organise and access information about all your contacts in one centralised location. This feature ensures that your contact data is structured and readily available when you need it.
  • Sales Reporting & Forecasting: HubSpot simplifies sales reporting and forecasting by providing a straightforward tool. You no longer have to rely on complicated tools like Excel. HubSpot's reporting features enable you to generate detailed reports and make accurate sales forecasts effortlessly.
  • Customer Segmentation: HubSpot allows you to segment your customers based on various criteria. This functionality helps you identify the warmest deals that need immediate focus. By segmenting your customers, you can tailor your sales efforts and prioritise the most promising opportunities.

HubSpot also seamlessly integrates with various real estate tools to eliminate fragmented data and manual entry tasks. By integrating with MLS systems, marketing automation platforms, and email services, you gain a unified view of your data, saving time and ensuring accuracy.

Monday.com

All-in-one Real estate CRM

Monday.com

Running a Real Estate business can be overwhelming for you as you need to manage everything. Monday.com is an all-in-one Real Estate CRM that combines task management, CRM, and project management tools all in one platform.

It can become the hub for your admin, sales and operational work. It can also give you a solution to hold data on properties, tenants, sales, prospects and more.

From a comprehensive sales pipeline view to efficient automation and client communication features, this versatile CRM platform helps you to stay organised. It provides a real estate CRM template that helps you manage properties, prospective clients, and agent workloads, streamlining real estate business operations.

The best things about Monday.com are:

  • Flexibility: You have the flexibility to customise your boards and workflows according to your specific needs. 
  • Collaboration: Collaboration becomes effortless as team members can collaborate in real time.
  • Automation: You can save time and effort by automating repetitive tasks like lead management. For example, you can create an automation that sends follow-up emails to leads based on a specific number of days or automatically moves a lead from the "Contacted" stage to "Follow-Up Needed." This ensures that all leads are attended to and prevents any from being overlooked.

Monday.com helps you to directly store all your important documents on their platform. Be it contracts, property photos, or legal papers, having everything in one central location simplifies the process of accessing and sharing them.

It also enables you to effectively track and monitor vital metrics within your real estate business. Whether you desire to keep a tab on the number of new leads generated, closely monitor the status of ongoing deals, or assess the performance of your agents, Monday.com provides you with the necessary tools and resources to achieve these objectives.

LionDesk

Best real estate CRM for AI Lead Generation

LionDesk

Being in the real estate industry, you need to manually analyse and prioritise leads. This can be time-consuming and overwhelming for you with other day-to-day tasks. LionDesk combines traditional CRM software with artificial intelligence to prioritise leads efficiently. 

Using AI, LionDesk evaluates a wide range of data points to pinpoint the most promising leads for your business, saving you time and enabling you to focus on high-potential prospects. 

With its AI-driven lead nurturing capabilities, the platform ensures you engage with leads optimally. By utilising artificial intelligence, LionDesk delivers personalised communication that resonates with each lead. This tailored approach strengthens your connection with potential customers and maximises conversion rates.

Besides this, it allows you to streamline your workflows by effortlessly connecting with various lead sources, email platforms, and other real estate tools like RealBird, Zillow, etc, that are commonly used in the industry.

Along with innovative additions like video messaging and AI assistant Gabby, LionDesk allows you to:

  • Create personalised and automated AI drip campaigns. This feature delivers targeted messages and valuable content to your leads at the most reasonable times, significantly increasing engagement and your conversion rates.
  • LionDesk also provides advanced analytics and reporting features, empowering you to gain insights into the performance of your campaigns, measure engagement levels, and identify areas for improvement.

LionDesk comes with two slabs of subscription plans starting from $25 per month. It also provides a 14-day, no-obligation, no-credit card trial period for you to try its plans before subscribing to them.

Follow Up Boss

Best real estate CRM for Follow-Up Processes

Follow Up Boss

You often may struggle with managing and tracking leads effectively, leading to missed opportunities and decreased productivity.  If you need to manage a high volume of leads and want to improve your conversion rates, Follow up boss is worth checking out.

Follow Up Boss helps you to streamline the follow-up process, making it easier for you to stay on top of your leads and nurture relationships.

It has an easy-to-use interface that offers excellent lead management features. 

You can tag and segment your leads based on various criteria, such as preferences, interests, or location. This allows for personalised and targeted follow-up communication.

The best things about Follow up boss are:

  • Fast Follow-Up: Empowers you with automated follow-up tools and mobile accessibility to promptly respond to your leads.
  • Lead Aggregation: Seamlessly integrates with major real estate platforms, consolidating leads into a single centralised system.
  • Performance Tracking: Provides comprehensive analytics to monitor and enhance your team's performance and lead conversion rates.
  • Email Synchronisation and Monitoring: Synchronises email communication with the CRM and tracks email opens and link clicks for enhanced engagement analysis.
  • Database Re-engagement: This equips you with tools to re-engage cold leads or past clients through targeted campaigns and effective communication strategies.

Overall, Follow Up Boss best suits real estate agents and teams who want to optimise their lead management and follow-up strategies.

 Follow Up Boss provides a range of pricing plans tailored to accommodate various team sizes and specific needs, with pricing starting at $69 per month.

Market Leader

Best real estate CRM for marketing

Market Leader

If you need a large amount of automation in both marketing and client management, then you can try out Market Leader.

It offers a comprehensive suite of tools that helps you to automate various marketing tasks. 

Within the same platform, you have the capability to instantly share your listings on your website, and your clients will receive notifications if the listing meets their requirements.

With Market leader:

  • You can easily set up and manage email campaigns, follow-ups, and other marketing activities, ensuring your leads are consistently nurtured.
  • You'll have access to automated lead follow-up, lead management, and lead routing, allowing you to streamline your lead generation process. It also provides optimised lead capture forms and landing pages to gather valuable lead information, guaranteeing a consistent stream of potential clients.
  • You can enhance your marketing performance through detailed tracking and analytics tools. With these features, you can measure the effectiveness of your marketing campaigns, monitor lead engagement, and evaluate lead conversion rates.

Additionally, through features such as a marketing center with direct mail print options and a mobile app, Market Leader helps you create targeted marketing campaigns and efficiently manage your interactions with leads.

Pipedrive

Best budget-friendly real estate CRM

Pipedrive

If you are a small business or brokerage looking for a user-friendly CRM solution, Pipedrive is worth checking out.

 It has a user-friendly drag-and-drop interface that provides essential features at an affordable price.

 Additionally, the visual pipeline offered by Pipedrive is particularly useful for tracking the progress of deals within the sales cycle. By prioritising pipeline management, it helps you in maintaining a high level of organisation and ensures that no potential opportunity goes unnoticed.

The best things about Pipedrive are:

  • Visual Sales Pipeline: With Pipedrive, you can take advantage of a visually appealing sales pipeline interface that allows you to effectively manage and monitor each stage of your deals. 
  • Activity Reminders: Never miss an important task or follow up with Pipedrive's activity reminders, which ensure you stay on top of your interactions with leads and clients at the ideal moment. 
  • Customisable Workflow: Tailor the CRM to fit your unique process by customising stages and fields in Pipedrive, ensuring it aligns perfectly with your workflow.

Pipedrive has a range of pricing plans that cater to the requirements of various real estate professionals, from solo agents to large teams, starting at $9.90.

Zoho CRM

Best real estate CRM for Sales

Zoho CRM

Easy to use and full of features, Zoho powers up traditional CRM software with artificial intelligence.

With intelligent technology, it streamlines your sales processes and enhances customer relationships.

Zoho CRM automates lead assignment based on predefined rules like territory, industry, and deal size. When a lead enters the CRM pipeline, it is automatically assigned to the appropriate sales rep according to the configured rules.

 Additionally, the assigned sales rep is notified, and tasks and reminders can be assigned to ensure timely follow-up. It also automates follow-up emails, field updates, and notifications, freeing up sales reps to close more deals.

The best things about Zoho CRM are:

  • Zoho CRM offers a comprehensive range of communication channels, enabling you to engage with leads and customers effectively. With support for email, live chat, telephony, and even social media, Zoho CRM ensures no communication opportunity is missed. 
  • Furthermore, Zoho CRM provides visitor tracking and email analytics features that offer valuable insights into customer behaviors and preferences. This information helps you identify potential engagement opportunities, personalise your communication, and improve overall customer experience.
  • Another benefit of using Zoho CRM is its extensive integration capabilities. It can seamlessly integrate with other real estate tools like Zillow and DocuSign, creating a comprehensive system that caters to all your needs. 

Lastly, Zoho CRM offers pricing plans starting at $9.65 that are scalable and affordable, regardless of the size of your real estate business. This means that you can start with the features you need and upgrade as your business grows.

Salesforce CRM

Best real estate CRM for Property listing management

Salesforce CRM

Salesforce CRM is best for you if you are looking to scale your operations without compromising on the personal touch that clients expect. 

Whether you're just starting out or a well-established enterprise, Salesforce CRM provides a flexible and highly customisable platform that can adapt to your evolving requirements.

 It can seamlessly handle increasing volumes of data and user activity, ensuring uninterrupted performance as your real estate business expands.

The best things about Salesforce CRM are:

  • Achieve Customisation at Scale: Tailor each element of the CRM to perfectly align with your real estate enterprise's unique workflows and procedures.
  • Benefit from the AppExchange Ecosystem: Enhance the capabilities of your CRM by accessing a vast selection of apps specifically designed for real estate professionals.
  • Advanced Analytics: Utilise robust analytics tools to extract valuable insights from your sales processes and client data.
  • Gain a Comprehensive View of Contacts: Obtain a complete 360-degree understanding of every client, including their activity history, communications, and internal discussions.
  • Collaboration Tools: Make use of Chatter, an integrated feature within the CRM, to collaborate on deals efficiently and seamlessly exchange insights among team members.

Salesforce CRM provides different pricing levels from basic packages ideal for small businesses to more sophisticated solutions designed for larger enterprises. Their packages start at $25 per month for their Starter plan and escalate up to $330 for their Unlimited plan.

Propertybase

Best real estate CRM for Property listing management

Propertybase

Real estate professionals often struggle with managing large volumes of property data, organising information, and effectively marketing their listings. This can lead to wasted time, missed opportunities, and a loss of potential clients.

Propertybase CRM provides a comprehensive and industry-specific solution for efficient property listing management. It offers an easy-to-use interface that makes it easy for you to input, update, and organise property information. It solves the problem of scattered data by offering a central hub where you can store and access all relevant details about their listings.

Propertybase enables easy showcasing of property details, including images, descriptions, and virtual tours, ensuring that potential buyers or renters have all the necessary information for informed decisions.

The best things about Propertybase are:

  • MLS Integration: Propertybase CRM offers seamless integration with MLS, allowing you to access and manage MLS listings directly within the CRM. This integration streamlines the property matching process, making it more efficient for real estate professionals like you.
  • Marketing Automation: With Propertybase CRM, you can create and track marketing campaigns, including email and social media marketing, all within the same platform. This feature eliminates the need for separate tools and ensures a cohesive and streamlined marketing strategy.
  • Website and Lead Generation: Propertybase CRM provides built-in tools for creating professional real estate websites integrated with the CRM. This integration enables seamless lead capture and management, ensuring that leads generated from the website are automatically captured and organised within the CRM for efficient follow-up and conversion.

Propertybase provides flexible pricing plans tailored to real estate businesses' specific needs and sizes. Their platform is scalable, accommodating the growth of individual agents and large brokerage firms. 

To learn more about their pricing options, you can visit their website or schedule a consultation for a personalised pricing plan.

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