How We Chose the Best Real Estate Agency Software
Closing sales is the most important goal for a real estate agent. Knowing how to locate clients, manage client lists, and handle all the other aspects of sales and marketing can help you attain that. This is where real estate agency software comes in. There’s a wide variety of programs to choose from that can assist with your business, but finding the right one can seem overwhelming. We took the available programs and evaluated them to compile a list of the 15 best real estate agency software platforms based on what agents find most important.
Management tools keep agents organized by storing contacts and leads in one location. These tools also simplify tasks like client and property matching, commission management, and office management. Another important management tool is a calendar that keeps you focused on goals and serves as a reminder for closings, showings, scheduled open houses, and other engagements.
Marketing tools help agents get their name out to potential clients. They let you create flyers and email campaigns or share your information on social media. Real estate software helps you keep your website up to date, which is one of the most useful sources of information you can provide to potential clients.
The software you choose should integrate with other programs you already use, including email and accounting software. Other types of integrations include file sharing, social media, and collaborations, including Slack, Zoom, Outlook, and Google Drive. This ensures that you, your clients, and additional agents in your office all have access to the same data.
The 15 Best Real Estate Agency Software of 2021
BoldLeads is a software system that helps real estate agents generate new seller and buyer leads. The software provides marketing tools and CRM, which help you get your name out to the public, and setup is quick and easy. The software includes 40 templates that can be customized to fit your business model. These templates have been tested and are proven to generate more business for both you and your agents.
Integrations make the software work seamlessly with programs you’re currently using, and it helps save time. The software works in conjunction with emails and texting apps, so your clients get an immediate response. The messaging system is two-way, so you can easily answer customers when they ask questions.
|Custom Quote||Free Demo Only||>Web-based, cloud, and SaaS deployment
>More features at BoldLeads
Pros & Cons of BoldLeads Real Estate Agency Software
|>Customer support portal is available|
>Manages leads effectively
|>Lack of client/property matching
>Unavailable on iOS and Android
Brokermint makes it possible to automate the entire real estate sales process, from lead generation to commissions and accounting. By automating your data entries, you reduce human error, which can create problems when paying taxes or handing out commissions. The software automates everything from sponsor and referral fees to sliding scales and disbursement forms.
If you have any questions about setup and use, the program comes with excellent customer service. Brokermint’s website also contains a blog that covers common questions and concerns, webinars, and a knowledge database.
Pricing for Brokermint starts at $99 for up to five users, and a free trial is available. This allows you to try the software before you buy to see if it works for your organization.
|Starts at $99/up to 5 users||Free Trial||>Web-based, cloud, and SaaS deployment
>Excellent customer support
>More features at Brokermint
Pros & Cons of Brokermint Real Estate Agency Software
>Perfect for larger groups
|>Lack of email marketing|
Chime is a lead generation software program for real estate agents and their agencies. The software helps encourage team activity and maintains open lines of communication between agents and clients. The software is designed for teams of all sizes.
With Chime, you can boost your productivity by connecting the application to your favorite software titles. The software works in conjunction with popular real estate tools, such as Gmail, BombBomb, Mailchimp, Microsoft Exchange, Google Calendar, and Microsoft Teams. The program also provides full reports on all correspondence and transactions, so you can easily see which avenues reach the most potential clients.
Pricing for Chime ranges from $29 to $89 per user per month. The software comes with a free trial if you’d like to see what options are available.
|Free Trial||>Excellent customer support
>More features at Chime
Pros & Cons of Chime Real Estate Agency Software
|>Apps available for iOS and Android mobile devices|
>Includes live chat
|>Lack of commission management
>No calendar management
CINC is one of the top platforms for lead generation and CRM for both agents and real estate agencies. It also works well for mortgage brokers. The software makes it easy to communicate with clients through every step of property buying. You can connect individuals with available properties depending on their specifications or connect sellers with potential buyers. The software lets you create email campaigns, so you can easily inform clients about new properties.
CINC is web-based and includes a downloadable app for both Android and iOS mobile devices, so you can access it from nearly anywhere you have a reliable internet connection.
Pricing is quote-based, so you can choose only the features needed for your organization. There’s also a free trial so you can test the product before speaking to someone.
|Custom Quote||Free Trial||>Web-based, cloud, SaaS, iOS, and Android deployment
>More features at CINC
Pros & Cons of CINC Real Estate Agency Software
|>Excellent customer service|
>Available on iOS and Android devices
|>Lack of commission management|
Contactually is a powerful customer relationship management tool that takes you from the very first referral to future transactions. The tool categorizes your leads based on where they are in the system, including new leads, current clients, and past transactions. This makes it easier to differentiate among the three when sending out email campaigns or during new marketing efforts.
The software is web-based, and all information is stored in the cloud for easy retrieval by all team members. The platform integrates with some of the most popular real estate software applications, including Auctio, ActiveCampaign, CallAction, Constant Contact, and Eventbrite.
The monthly cost of Contactually starts at $59 per user, which makes it easy to grow the software with your business. There’s also a free trial if you want to see if the software works with your existing programs.
|Starts at $59/user/month||Free Trial||>Web-based, cloud, and SaaS deployment
>More features at Contactually
Pros & Cons of Contactually Real Estate Agency Software
|>Excellent customer support|
>Includes calendar management
|>Lack of iOS and Android applications|
Dotloop is a web-based program that encourages real estate agents and agencies to gain new sales leads and close deals. With Dotloop, you can e-sign documents, which makes it ideal if a client is out of town or a contract needs to be signed immediately. It also allows you to automate compliance tasks in a single online platform. Dotloop includes downloadable iOS and Android applications, so you can access client and lead information from anywhere. You can also manage contacts and make note of any interactions when you’re out in the field.
The cost of Dotloop starts at just $29 per month, which makes it an affordable option for businesses of all sizes. There’s also a free demo available that walks you through what the software can do.
|Starts at $29/month||Free Demo Only||>Web-based, cloud, SaaS, iOS, and Android deployment
>More features at dotloop
Pros & Cons of Dotloop Real Estate Agency Software
|>Integrates with other software|
>Excellent customer service
|>No client/property matching|
Keap makes it easy to deliver personalized service to your clients and leads. It’s geared toward small business automation, but the cost per month is more expensive than some of the other available options for real estate agency software. It’s web-based, and you can store all your client data in the cloud. This saves space on your own company computer, keeps data secure, and makes it easily accessible whether you’re at home, traveling, or in the office.
One of the unique things about Keap is that each lead receives an automated personalized email message. Follow-ups are automatically sent out to existing clients with reminders. There’s also an activity stream that lets you see all the communication that has gone out at a glance, and it’s all stored in a single location.
The cost of Keap is $79 per month, which includes CRM, email marketing, business phone line and text messaging, appointment reminders, and templates for quotes, invoices, and payments. The Infusionsoft option also includes advanced reporting, analytics, and e-commerce capabilities.
|Starts at $79/month||Free Trial||>Web-based, cloud, and SaaS deployment
>More features at Keap
Pros & Cons of Keap Real Estate Agency Software
|>Self-help resources available|
|>No client/property matching|
LiveTour is a tool that lets real estate agents showcase a property and make potential buyers feel like they’re getting a walk-through. It offers quality images and videos, which can save thousands of dollars in production costs. It’s extremely easy to use and comes with a library of self-help resources to get you started. With LiveTour, you can capture leads and record interactions with visitors. The software works well for rental properties, especially vacation rentals. You can generate guest itineraries and provide price quotes and guests can respond, send payments, and receive follow-up responses almost instantly.
LiveTour is available for iOS and Android, so you can create custom videos and chat with customers from wherever you have an internet connection. The program is also very affordable, starting at $5 for each user per month, which makes it ideal for small businesses.
|Starts at $5/user/month||Free Trial, Free Version Available||>SaaS, iPhone/iPad, and Android deployment
>More features at LiveTour
Pros & Cons of LiveTour Real Estate Agency Software
|>Listing management available|
>Application is available
|>No calendar management|
Pipedrive is different from other real estate agency software in that you can monitor deals and plan your sales activity in advance. It features a pipeline management system that streamlines every action performed by agents to convert deals into actual sales. It lets you create a chatbot for your website and get efficient reports on all activities. The software searches available properties and matches potential customers with several options based on what they’re looking for. There are apps available for both Android and iOS mobile devices, so you can search properties and track client activity while on the go.
Monthly pricing for Pipedrive starts at $15 per user, and a free trial is available. The base price includes custom pipelines and stages, custom fields, a BCC email inbox, and a customizable dashboard. The Enterprise plan is the most comprehensive. It costs $99 per month per user and includes a dedicated account manager, ongoing support, additional customization, and enhanced security.
|Starts at $15/user/month||Free Trial||>Web-based, cloud, SaaS, iPhone/iPad, and Android deployment
>More features at Pipedrive CRM
Pros & Cons of Pipedrive CRM Real Estate Agency Software
>Excellent customer service
|>Lack of commission management
>Calendar management is unavailable
Propertybase makes every step of the real estate sale process seamless, from searching for properties to closing the deal. It’s designed specifically for brokerages and real estate teams looking to increase sales. The software contains different modules that capture leads, match them to team members, and convert them into repeat clients. It has options for marketing, sales, CRM, and closing management. All the information you collect on clients and properties is stored securely online, so team members can access and share the information from anywhere there’s secure internet connection.
Propertybase integrates with multiple third-party applications, including EstateMaster, BombBomb, Dotloop, and Homepass. The software also offers full reporting, so you can see at a glance which agents have made the most sales and which campaigns lead to closings. The monthly cost of Propertybase starts at $79 per user, which may be costly for new agents just starting out.
|Start at $79/user/month||Free Demo Only||>Web-based, cloud, SaaS, iOS, and Android deployment
>More features at Propertybase
Pros & Cons of Propertybase Real Estate Agency Software
|>Excellent customer service|
|>May be unaffordable for small agencies|
RIO Genesis Office
RIO Genesis is a complete real estate management platform that helps you track leads, convert them to sales, and monitor what the agents in your office are doing. The software helps you streamline your sales processes to improve efficiency and productivity. All contact and sales information is stored in the cloud, which makes it easy to share information between agents. Full reporting lets you see areas where you need the most work, and there’s a long list of integrations, so you can send emails, track commissions, and set follow-up communications, all from one application.
RIO Genesis includes marketing tools, a full transaction system, and unlimited transactions per month. The Professional package costs $99 per month for up to 10 agents, and it includes management tools and a schedule tracking system. For large teams, there’s an Office Suite package at $299 per month for up to 25 agents. RIO also offers an Enterprise edition that’s offered by custom quote.
Office Suite: $299/month
Enterprise Edition: Custom Quote
|Free Trial||>Web-based, cloud, and SaaS deployment
>More features at RIO Genesis Office
Pros & Cons of RIO Genesis Real Estate Agency Software
|>Ideal for larger organizations|
>Can be less affordable for start-ups
|>Lack of client/property matching
>Unavailable on mobile devices
Salesforce Sales Cloud Lightning Professional
Salesforce Sales Cloud contains the tools to turn leads into sales. It helps agents find customers and close deals fast to increase productivity and improve their bottom line. The unique feature of Salesforce is Customer 360, which lets you personalize your clients’ experience, including capturing their information, matching them with available properties, showing properties, and closing. The product integrates with many real estate applications and communication platforms, including Google Drive, Slack, and PowerPoint. It also helps manage commissions so there’s no second-guessing how much money your agents will earn.
Salesforce comes with a free trial, so you can try the software before you buy. The Essentials package starts at $25 per month per user, which is an affordable option for start-ups. The Professional options cost $75 per user per month.
Sales Professional: $75/user/month
Service Professional: $75/user/month
|Free Trial||>SaaS, iOS, and Android deployment
>More features at Salesforce Sales Cloud Lightning Professional
Pros & Cons of Salesforce Sales Cloud Lightning Professional
>App available for iOS mobile devices
|>Lack of live online support|
Shape Software includes sales, marketing, and CRM tools that make it easy to capture leads, interact with customers, automate daily tasks, and finalize sales. Customer follow-ups are automated, which makes it easy to stay connected. There’s also a team management dashboard that syncs your team’s emails, calendars, and to-do lists to ensure everyone in the organization is on the same page.
For support, the software includes self-help guides, a blog written by a team of experts, an e-book, and an implementation guide. If you prefer, you can also reach out by phone or email or by submitting a support ticket on the website.
Shape Software starts at $99 per user per month, which makes it ideal for medium to large organizations. It also comes with a free trial so you can see how the platform works and explore all the available features.
|Starts at $99/user/month||Free Trial||>Mac install, Windows install, web-based, cloud, SaaS, iOS, and Android deployment
>More features at Shape Software
Pros & Cons of Shape Software Real Estate Agency Software
|>Full reporting available|
>Available as a computer download
|>Lack of client/property matching|
The Wise Agent
The Wise Agent is a CRM designed for the real estate industry. It includes email automation, so you can send out personalized and mass emails that merge with your client database. You can also schedule follow-ups or compose a message to an individual email address. The lead management system lets you specify rules for different sources, so you can launch a drip campaign, add clients to a daily call list, or compile a list of past customers. The software also includes calendar management, so you can coordinate the schedule of all the agents in your office and note important events, such as an open house or property inspection.
The cost of Wise Agent starts at $29 per month. This includes complimentary one-on-one onboarding, customizable landing pages, unlimited document storage, and social media enhancement. The most popular plan costs $299 per year. By paying annually, your organization can save up to 14%.
|Starts at $29/month||Free Trial||>Web-based, cloud, Saas, iOS, and Android deployment
>More features at The Wise Agent
Pros & Cons of The Wise Agent Real Estate Agency Software
>Mobile application is available
|>Lack of live support|
With Zoho CRM, you can create marketing campaigns, manage your sales from start to finish, and generate customer support, all through a single platform. It integrates with some of the most popular communication applications, like Zoom and Slack, and you can generate mailing lists and email campaigns through Gmail or Hotmail. To assist with planning, the reporting system lets you view past contacts and stats on open house activities or see which marketing campaigns have generated the most income.
Zoho CRM pricing starts at $12 per user per year, which makes it an affordable option for start-ups. This standard plan includes workflows, multiple pipelines, mass emails, and custom dashboards. The Professional plan starts at $20 per person per year and includes blueprints, web-to-case forms, and inventory management. There’s also an Enterprise Plan and a premium Ultimate Plan that includes enhanced features and a 30-day trial.
|Starts at $12/user/year||Free Trial||>Web-based, cloud, SaaS, iOS, and Android deployment
>More features at Zoho CRM
Pros & Cons of Zoho CRM Real Estate Agency Software
|>Affordable for small agencies|
>Includes client/property matching
>Manage leads effectively
|>Lack of live support
>No calendar management
What Is Real Estate Agency Software?
Real estate agents perform many tasks during a normal workday, and a software system that keeps these tasks prioritized can mean the success of the business. Real estate agency software takes you from locating your next client or property listing to following up and making a sale. It can assist both you and your clients, streamline your workload, and positively impact your weekly, monthly, and yearly numbers.
If you own your own agency, real estate agency software can help you manage other agents and track how much business your organization generates. At a glance, it can show you how efficient your teams are and reveal areas that need work. In short, real estate agency software can keep you organized as you grow your business.
Benefits of Real Estate Agency Software
Real estate agency software can benefit your business, your agents, and your clients in a number of ways.
- Builds customer relationships: One of the most important benefits is the ability to store information about clients from the first meeting to the day of closing. Keeping detailed notes allows you to address your clients on a more personal level and build solid relationships.
- Reduces costs: Automating tasks like filing, collecting data, email integrations, marketing campaigns, and calendar management reduces the amount of time required handling paperwork and other office management tasks. This reduces the need for outside help and makes it possible for real estate agents to spend more time out in the field showing properties and closing sales.
- Assists with data collection and organization: Client leads are often pulled from a variety of locations, including social media, emails, phone calls, web forms, and referrals. Keeping track of this list of names and properties can be challenging unless you have a system in place. Real estate software collects this data from multiple sources, organizes it, and stores it in an easy-to-understand and manage system. Organized data is easier to scan, track, and identify.
- Helps with time management: Automatic reminders about routine tasks and important meetings are a big benefit of using real estate agency software. You can also schedule appointments, follow up on meetings, and keep notes about all interactions in a single location. This reduces the time you spend searching for information and makes you look more professional.
Must-Have Features of Real Estate Agency Software
Regardless of whether you work with commercial properties, private individuals, or both, you need real estate agency software to help you maintain relationships with your clients and look professional and organized. Some of the core features for any agency software include:
- Integrations: Integrations with other programs let you create email campaigns, track your budget, market properties to others, and manage your open houses.
- Offer management: This feature lets you track offers your clients have made and note any responses from property owners. In some instances, these negotiations can go back and forth multiple times, and if you’re dealing with dozens of clients at the same time, you need a way to track each one.
- Reporting: Reports make it easier to make informed decisions. They can tell you which campaigns generate the most leads and which marketing maneuvers fall short.
- Document flow automation: Every real estate transaction must follow certain steps up to the closing. Document flow automation lets you know at a glance where you are in the process, from the initial offer to closing.
The Cost of Real Estate Agency Software
The most popular pricing method for real estate agency software is by the month. The least expensive solution on our list costs just $5 per user per month. Low-priced platforms are economical for small agencies, but they may lack many of the advanced features that more expensive software programs offer, such as client/property matching and commission management.
Some of the real estate agency programs on our list are offered for a flat monthly fee, ranging from around $15 to $299 per month. The more expensive premium packages work well for agencies with multiple users and a larger client base.
Annual plans are available for some solutions, which can save agents money over monthly rates. These range from $12 to $58 per user per year, depending on the number of features and options you choose.
Most real estate agency software vendors offer either a free trial or a free demo with their products, so you can explore the features and options and see which one is best suited for your business and company goals.