BoldLeads
- Web-based, cloud, and SaaS deployment
- Integrations
- Reporting
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.
Pros & Cons
Pros
- Customer support portal is available
- Manages leads effectively
Cons
- Lack of client/property matching
- Unavailable on iOS and Android
- No free trial or demo
Summary
-
Starting Price
-
Client Property Matching
No
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, and SaaS deployment
- Integrations
- Reporting
Brokermint
- Web-based, cloud, and SaaS deployment
- Excellent customer support
- Calendar management
Brokermint is a complete back office solution that's mobile-friendly and built for the cloud. It simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Brokerment integrates with MLS, CRMs, Realogy Dash, and other tools. It also offers structured implementation and responsive customer service, and additional professional services are available as well.
Overall, Brokermint's features include:
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
Pros & Cons
Pros
- Affordable pricing
- Perfect for larger groups
Summary
-
Starting Price
- starts at $99 up to 5 users
-
Client Property Matching
No
-
Commission Management
Yes
-
Lead Management
No
-
Email Marketing
No
-
Integrations
Yes
Features
- Web-based, cloud, and SaaS deployment
- Excellent customer support
- Calendar management
Chime
- Excellent customer support
- Integrations
- Reporting
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 is based on a custom quote, which is determined based on the client's needs. However, the software comes with a free trial if you’d like to see what options are available.
Pros & Cons
Pros
- Apps available for iOS and Android mobile devices
- Includes live chat
Cons
- Lack of commission management
- No calendar management
Summary
-
Starting Price
-
Client Property Matching
Yes
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Excellent customer support
- Integrations
- Reporting
CINC
- Web-based, cloud, SaaS, iOS, and Android deployment
- Email marketing
- Client/property matching
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.
Pros & Cons
Pros
- Excellent customer service
- Available on iOS and Android devices
Cons
- Lack of commission management
Summary
-
Starting Price
-
Client Property Matching
Yes
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, SaaS, iOS, and Android deployment
- Email marketing
- Client/property matching
Contactually
- Web-based, cloud, and SaaS deployment
- Integrations
- Reporting
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.
Pros & Cons
Pros
- Excellent customer support
- Includes calendar management
Cons
- Lack of iOS and Android applications
Summary
-
Starting Price
-
Client Property Matching
No
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, and SaaS deployment
- Integrations
- Reporting
dotloop
- Web-based, cloud, SaaS, iOS, and Android deployment
- Contact management
- Lead management
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.
Pros & Cons
Pros
- Integrates with other software
- Excellent customer service
Cons
- No client/property matching
Summary
-
Starting Price
-
Client Property Matching
No
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
No
-
Integrations
Yes
Features
- Web-based, cloud, SaaS, iOS, and Android deployment
- Contact management
- Lead management
Keap
- Web-based, cloud, and SaaS deployment
- Lead management
- Contact management
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.
Pros & Cons
Pros
- Self-help resources available
- Email marketing
Cons
- No client/property matching
Summary
-
Starting Price
-
Client Property Matching
No
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, and SaaS deployment
- Lead management
- Contact management
LiveTour
- SaaS, iOS, and Android deployment
- Self-help resources
- Integrations
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.
Pros & Cons
Pros
- Listing management available
- Application is available
Summary
-
Starting Price
-
Client Property Matching
No
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
No
-
Integrations
Yes
Features
- SaaS, iOS, and Android deployment
- Self-help resources
- Integrations
Pipedrive CRM
- Web-based, cloud, SaaS, iOS, and Android deployment
- Full reporting
- Client/property matching
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.
Pros & Cons
Pros
- Integrations available
- Excellent customer service
Cons
- Lack of commission management
- Calendar management is unavailable
Summary
-
Starting Price
-
Client Property Matching
Yes
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, SaaS, iOS, and Android deployment
- Full reporting
- Client/property matching
Propertybase
- Web-based, cloud, SaaS, iOS, and Android deployment
- Integrations
- Full reporting
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.
Pros & Cons
Pros
- Excellent customer service
- Manage listings
Cons
- May be unaffordable for small agencies
Summary
-
Starting Price
-
Client Property Matching
Yes
-
Commission Management
Yes
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, SaaS, iOS, and Android deployment
- Integrations
- Full reporting
RIO Genesis Office
- Web-based, cloud, and SaaS deployment
- Calendar management
- Listing management
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.
Pros & Cons
Pros
- Ideal for larger organizations
- Can be less affordable for start-ups
Cons
- Lack of client/property matching
- Unavailable on mobile devices
Summary
-
Starting Price
- Rio Professional: $99 per month
- Rio Office Suite: $299 per month
- Enterprise edition: price on request
-
Client Property Matching
No
-
Commission Management
Yes
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, and SaaS deployment
- Calendar management
- Listing management
Salesforce Sales Cloud Lightning Professional
- SaaS, iOS, and Android deployment
- Integrations
- Commission management
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.
Pros & Cons
Pros
- Client/property matching
- App available for iOS mobile devices
Cons
- Lack of live online support
Summary
Salesforce Sales Cloud Lightning Professional
-
Starting Price
- Essentials: $25 per user per month
- Sales Professional: $75 per user per month
- Service Professional: $75 per user per month
-
Client Property Matching
Yes
-
Commission Management
Yes
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- SaaS, iOS, and Android deployment
- Integrations
- Commission management
Shape Software
- Mac install, Windows install, web-based, cloud, SaaS, iOS, and Android deployment
- Email marketing
- Contact management
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.
Pros & Cons
Pros
- Full reporting available
- Available as a computer download
Cons
- Lack of client/property matching
Summary
-
Starting Price
-
Client Property Matching
No
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Mac install, Windows install, web-based, cloud, SaaS, iOS, and Android deployment
- Email marketing
- Contact management
The Wise Agent
- Web-based, cloud, Saas, iOS, and Android deployment
- Calendar management
- Listing management
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%.
Pros & Cons
Pros
- Integrations available
- Mobile application is available
Summary
-
Starting Price
-
Client Property Matching
Yes
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, Saas, iOS, and Android deployment
- Calendar management
- Listing management
Zoho CRM
- Web-based, cloud, SaaS, iOS, and Android deployment
- Integrations
- Full reports
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.
Pros & Cons
Pros
- Affordable for small agencies
- Includes client/property matching
- Manage leads effectively
Cons
- Lack of live support
- No calendar management
Summary
-
Starting Price
-
Client Property Matching
Yes
-
Commission Management
No
-
Lead Management
Yes
-
Email Marketing
Yes
-
Integrations
Yes
Features
- Web-based, cloud, SaaS, iOS, and Android deployment
- Integrations
- Full reports