The Best Real Estate CRM Software of 2021

Our real estate CRM software reviews are the result of over 40 hours of research on 100+ real estate CRM software companies from across the web. These reviews and our real estate CRM software guide help small businesses and startups find the best real estate CRM software for their business.

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The Best Real Estate CRM Software Companies of 2021

Best Real Estate CRM Software of 2020 Badge

How We Chose the Best Real Estate CRM Software

Real estate agents work on tight schedules, and to convert new leads into valuable clients, they need to have a reliable database in place. This can be achieved by having a dedicated real estate CRM software.

However, it’s crucial to find a real estate CRM software with features that benefit not only you but also your clients. There are many companies offering a wide range of CRM software, but they don’t all perform the same or deliver similar value for money. We set out to find a list of the top real estate CRM software based on three critical criteria used by most companies when choosing the most suitable software for their businesses. This includes:

Lead Management Tools

We recommend real estate CRM software that helps the user find new clients through methods such as email marketing, referral tracking, and lead management. Lead management is the systematic process in which incoming leads are qualified, analyzed, and nurtured to be converted into new business opportunities.

In a typical real estate sale process, leads come from multiple channels before entering the lead management system. The sales-ready leads are converted into deals. Retrieving lead data manually from emails can be a painfully slow process if you don’t have the right system in place. The ideal real estate CRM software should help you maintain a cordial relationship with the client and improve general efficiency.

Client Management Features

Real estate CRM software should have features that help the user manage their current clients such as contact management, customer segmentation, and client/property matching. It’s crucial for anyone in business to have details of all their future, present, and past customers in one place. It’s not enough to have these details; there should be a system in place that reminds the user of essential client to-dos and follow-ups with past clients.

Reporting Functionality

The best real estate CRM software can generate reports on areas such as market activity and sales revenue. Reporting features help the users gain essential insight into what is happening in the business. The data gathered from the reports also assists in making strategic business decisions.

Users are able to keep track of key performance indicators and make changes if necessary. The reporting feature brings the results of all the sales and marketing efforts together. Some of the reports generated include the number of leads coming in during a specific time and the number of sales generated within a given period.

The 15 Best Real Estate CRM Software Programs of 2021

CompanyPriceFree Trial / DemoVisit
CINCCustom quoteFree demoVisit CINC
ContactuallyProfessional: $69 per month
Accelerator: $119 per month
14-day free trialVisit Contactually
Creatio$30 per month per user14-day free trialVisit Creatio
Follow Up BossGrow: $69 per user per month
Pro: $499 for 10 users per month
Platform: $1,000 for 30 users per month
14-day free trialVisit Follow Up Boss
FreshsalesBlossom: $12 per user per month
Garden: $25 per user per month
Estate: $49 per user per month
Forest: $79 per user per month
21-day free trialVisit Freshsales
Less Annoying$15 per user per month30-day free trialVisit Less Annoying
Nimble$25 per user per month14-day free trialVisit Nimble
PipedriveEssential: $12.50 per user per month
Advanced: $24.90 per user per month
Professional: $49.90 per user per month
Enterprise: $99 per user per month
Free trialVisit Pipedrive
PipelinerStarter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month
14-day free trialVisit Pipeliner
PropertybaseCustom quoteFree demoVisit Propertybase
RealtyJuggler$179 per year90-day free trialVisit RealtyJuggler
Salesforce$25 per user per month30-day free trialVisit Salesforce
Wise Agent$29 per month14-day free trialVisit Wise Agent
Top ProducerStarter: $40 per user per month
Professional: $70 per user per month
Advanced: $80 per user per month
Free demoVisit Top Producer
ZohoBasic: $10 per user per month
Premium: $20 per user per month
Ultimate: $35 per user per month
15-day free trialVisit Zoho

CINC

CINC
CINC is a cloud-based customer relationship management solution catering to businesses in the real estate industry. It allows real estate agents to seamlessly engage their clients through all the stages of doing business with them.

CINC’s features include:

  • Lead generation
  • Lead engagement
  • Lead nurturing
  • Contact management
  • Email marketing
  • Client/property matching

CINC has reporting capabilities, offering users real-time market reports and a sales pipeline report that allows them to use their marketing resources to convert leads effectively. It also provides a property alert feature that helps real estate agents monitor property they have their eyes on.

The software integrates with third-party platforms such as Zapier, Wufoo, Concierge Plus, Slybroadcast, Agent Legend, StreetText, Brivity, zBuyer and leadPops. Potential customers have to contact the company for a price quote if they like their demo experience.

PriceFree Trial / DemoFeatures
Custom quoteFree demo>iPhone/iPad, Web-based and Android deployment
>Property alerts
>Reporting
>More features at CINC

Pros & Cons of CINC Real Estate CRM Software
Customer support is offered through different channels, phone and email, so the customer can choose their most comfortable option. CINC allows customer segmentation, ensuring that all marketing campaigns are effective. However, it lacks mobile access, which limits the user’s remote working capability.

ProsCons
>Offers customer segmentation
>Customer support through email and phone
>Lacks mobile access

What Customers Are Saying
Customers are impressed with CINC because it can track all their customers from one platform. One customer notes, “CINC helps keep you top of mind with leads/clients using their personality-based drip campaigns. You can track user usage and frequency as well as see which properties they view.”

Contactually

Contactually
Contactually is a cloud-based customer relationship management software that allows businesses in the real estate industry to offer personalized communication with clients. The software enables users to identify new relationships, follow possible leads, generate new referrals and drive business growth.

Contactually’s features include:

  • Workflow automation
  • Campaign management
  • Contact management
  • Lead management
  • Interaction tracking
  • Email marketing

Contactually integrates seamlessly with third-party platforms, including SharpSpring, PieSync, Mailchimp, HubSpot CRM, Google Calendar and Facebook, to offer increased efficiency and effectiveness of the user processes. The vendor provides live customer support and email support. The software also offers lead management tools that help the user understand which tactics bring the best leads and how to optimize their sales strategy.

The price for Contactually is two-tiered, with the Professional tier charging $69 per month while the Accelerator tier charges $119 per month. Contactually also offers a 14-day free trial for potential customers to catch a glimpse of what the software can do for them and their business.

PriceFree Trial / DemoFeatures
Professional: $69 per month
Accelerator: $119 per month
14-day free trial>Customer segmentation
>Contact management
>Web-based deployment
>More features at Contactually

Pros & Cons of Contactually Real Estate CRM Software
Contactually offers excellent lead management tools that help users get insight into their sales strategy and increase the lead conversion rate. The software also provides an email marketing feature that helps reach target customers in a personal way. However, it lacks property alerts, meaning users aren’t able to monitor property they’re interested in.

ProsCons
>Email marketing capabilities
>Impressive lead management tools
>Lacks property alerts

What Customers Are Saying
Contactually receives high marks from customers for its easy-to-use interface. One user mentions, “Contactually is super-smooth and easy to use. It will store everything you need and do everything you would want a CRM to do and more. I tried thousands of products before moving to this one about 3 years ago. It is user friendly and pretty, but read the HUGE con below before choosing it.”

Creatio

creatio
Creatio (formerly Bpm’online) is software focusing on business automation and customer relationship management. It helps streamline business processes, boost employee productivity and make sense of CRM data to provide better and more consistent services.

Creatio’s features include:

  • Account and contact management
  • Sales force automation
  • Marketing automation
  • Document management
  • Email marketing

Creatio offers a referral tracking feature that helps users know which marketing efforts they should invest more in and helps them gauge customer satisfaction and loyalty. It also has a customer segmentation feature that allows for more effective marketing resource allocation for better results.

Users can use the 14-day trial period to understand how the software can assist their business. After the free trial period, they pay $30 per user per month.

PriceFree Trial / DemoFeatures
$30 per month per user14-day free trial>Referral tracking
>Customer support via email, phone and live support
>Windows, iPhone/iPad, Web-based, Mac and Android deployment
>More features at Creatio

Pros & Cons of Creatio Real Estate CRM Software
Creatio is mobile accessible, ensuring users can work on the go. The vendor also offers customer support through several channels, including email, phone and live support, so a user can choose the option that best suits them. However, it lacks reporting capabilities that are important in giving the user more insight into their business.

ProsCons
>Mobile accessible
>Integrates with essential platforms
>Lacks reporting capabilities

What Customers Are Saying
Customers have praised Creatio for its great contact and account management tools that help users manage their customers and prospects seamlessly. One customer remarks, “Plenty of great tools for marketers at a reasonable price. By setting up visual dashboards, we now have the ability to track information on leads and channels.”

Follow Up Boss

Follow-Up-Boss
Follow Up Boss is a real estate CRM software that helps optimize workflow in an organization. It allows users to follow up on a lead and allocate leads to agents.

Follow Up Boss’s features include:

  • Listing management
  • Lead scoring
  • Marketing automation
  • Referral tracking
  • Property alerts

Follow Up Boss offers deal reporting that allows the user to know how far they are from closing a deal and what steps they should take to ensure the deal closes faster. It also offers integration with several third-party platforms, including SharpSpring, PieSync, Mailchimp, Microsoft 365, Google Calendar and Gmail. The software also provides client property matching, which increases efficiency because clients are matched to properties they’re most likely to purchase.

The software’s pricing is divided into three tiers depending on the number of users. Users pay between $69 and $1000 per month to use the software. It also offers a 14-day trial period for new users.

PriceFree Trial / DemoFeatures
Grow: $69 per user per month
Pro: $499 for 10 users per month
Platform: $1,000 for 30 users per month
14-day free trial>Email marketing
>Customer segmentation
>Contact management
>More features at Follow Up Boss

Pros & Cons of Follow Up Boss Real Estate CRM Software
Follow Up Boss allows users to access all their contacts from one location because of its contact management feature, increasing its efficiency levels. However, the software lacks mobile access, meaning that users can’t work from anywhere or while on the go.

ProsCons
>Contact management capabilities>Lacks mobile access

What Customers Are Saying
Customers have positive feedback about Follow Up Boss’s easy setup and its contact management tools. One user comments,” I really like the dashboard and the deals feature. It makes it easy for me to track my pipeline and sales success. I also like how you can text and email from within the contacts profile and how everything syncs with Google.”

Freshsales

Freshsales
Freshsales is a cloud-based customer relationship management solution that helps businesses in the real estate industry manage interactions with existing and potential customers. The software keeps track of the web pages prospects interact with and then segments customers based on their behavior.

Freshsales’s features include:

  • Sales management
  • Event tracking
  • Sales lead tracking
  • Email marketing
  • Contact management

Freshsales users have access to a sales revenue report on demand. The sales revenue report gives the user an idea of what the agents are up to and if they are meeting their quotas and alerts them if there are potential sales funnel issues. It integrates with numerous third-party platforms, such as 3CX, Cognito Forms, PieSync, Colligso TextIn, Cyclr, ActiveDEMAND and Freshdesk, increasing overall efficiency.

The pricing for Freshsales software is divided into four tiers ranging from $12 per user per month to $79 per user per month. It also has a 21-day trial period where prospects can get a sneak peek at what the software has to offer before getting a paid package.

PriceFree Trial / DemoFeatures
Blossom: $12 per user per month
Garden: $25 per user per month
Estate: $49 per user per month
Forest: $79 per user per month
21-day free trial>Customer segmentation
>Live support
>Web-based deployment
>More features at Freshsales

Pros & Cons of Freshsales Real Estate CRM Software
Freshsales offers users useful reports on demand that allow them to make informed decisions. Potential customers also get a three-week free trial period to gauge if the software suits their company’s needs. However, the software lacks property client matching and referral tracking capabilities, essential features present in other software in this list.

ProsCons
>Reporting capabilities
>Offers a free trial
>Lacks property client matching
>Lacks referral tracking capabilities

What Customers Are Saying
Users are impressed with the numerous features offered by Freshsales, and at an affordable rate. One user raves, “I love how you can customize every field, action and flow to how you need it to work. Very easy to make changes and adjustments as you grow and change.”

Less Annoying

Less-Annoying-CRM
Less Annoying is a CRM software designed for small businesses in the real estate industry. The software allows users to consolidate their customer information into one place that is accessible by the entire team. Less Annoying offers configuration options that enable users to customize the sales processes to align them with their business needs.

Less Annoying’s features include:

  • Task management
  • Contact management
  • Platform customization
  • Email marketing

Less Annoying offers seamless integration with third-party platforms, such as PieSync, Cyclr, Mailchimp, Google Drive, HubSpot CRM, Google Calendar, Microsoft Outlook, Google Contacts and NextBee, increasing functionality and efficiency. It also offers a referral tracking feature that allows the user to gain insight into which marketing tactics are working best and which they should improve on.

Less Annoying is priced at $15 per user per month, which is on the lower side of similar software in this list. Users also have a 30-day free trial period, which they can use to test out the software.

PriceFree Trial / DemoFeatures
$15 per user per month30-day free trial>Web-based deployment
>Email and phone customer support
>Lead management
>More features at Less Annoying

Pros & Cons of Less Annoying Real Estate CRM Software
Less Annoying users have access to several reports, including task, activity and pipeline reports. The reports help them understand their business better and what they can do to take leads through the pipeline faster before closing the deal. However, Less Annoying does lack property/client matching features, which reduces the user’s efficiency.

ProsCons
>Offers reporting feature
>Integration with third party platforms
>Lacks mobile access
>Lacks property/client matching

What Customers Are Saying
Users have given high marks to Less Annoying because of its customizable platform. One user mentions, “I like this software because it is really easy to navigate and find my way around the software. It is extremely easy to use. Customizable depending on the type of company you have. It is less challenging to use than any other CRMs. Very easy to add additional leads and keep track of sales.”

Nimble

Nimble
Nimble is a web-based platform that helps small businesses attract and retain customers by enabling teams to work more effectively. It offers a one-stop solution for managing and organizing contacts and maintaining relationships.

Nimble’s features include:

  • Single engagement platform
  • Email management
  • Task management
  • Deal tracking
  • Sales and marketing tools
  • Activity management by synchronizing and importing calendars
  • Lead analytics
  • Lead capture

Nimble offers integration with third-party platforms including ProjectManager.com, Cognito Forms, PieSync, ActiveDEMAND, Freshdesk, Zendesk and Mailchimp. The integration increases functionality and efficiency for the users. It also offers contact management, ensuring that users have all the contacts in one place, offering improved data management. The lead management feature on Nimble offers users a lead tracking feature meant to increase the conversion rate.

New users have a chance to try the Nimble software for 14 days for free before they can choose to pay for the service at $25 per user per month. The developers offer customer support through email and phone.

PriceFree Trial / DemoFeatures
$25 per user per month14-day free trial>iPhone/iPad, Web-based and Android deployment
>Email and phone customer support
>More features at Nimble

Pros & Cons of Nimble Real Estate CRM Software
One of Nimble’s top pros is its ability to integrate with numerous third-party platforms that help increase process efficiency for the user. However, Nimble lacks reporting capabilities that are standard to some of the software in this list.

ProsCons
>Integrates with third-party platforms>Lacks reporting capabilities

What Customers Are Saying
Nimble users have praised the Nimble software for seamless integration with third-party software. One user mentions, “For the greater part I am impressed by the dashboard presentation of Nimble; it gives all the needed information at a sign glance, you can keep track of new connections and keep them in the loop. It is well integrated into other productivity applications like G-Suite, LinkedIn and Office 365 among others.”

Pipedrive

Pipedrive
Pipedrive is a web-based CRM that enables real estate businesses to plan their sales activities and monitor deals. It’s designed to streamline every action involved in converting a potential deal into a successful sale. It features a robust interface that displays each deal’s progress stages with the complete details of the next actionable items.

Pipedrive’s features include:

  • Interaction tracking
  • Lead management
  • Contact database
  • Customer segmentation

Pipedrive integrates with several third-party platforms, increasing efficiency and functionality — ProjectManager.com, Pipefy, LiveHelpNow Suite, 4Degrees and CallHippo, to name a few. The software also has a lead management feature that allows users to focus on leads that are more likely to bring positive results. The contact management feature offered by Pipedrive ensures that users have all their customers’ information on their fingertips.

The price for Pipedrive is divided into four tiers. Users have to pay between $12.50 and $99 per user per month after the free trial period.

PriceFree Trial / DemoFeatures
Essential: $12.50 per user per month
Advanced: $24.90 per user per month
Professional: $49.90 per user per month
Enterprise: $99 per user per month
Free trial>Client/property matching
>Email marketing
>iPhone/iPad, Web-based and Android deployment
>More features at Pipedrive

Pros & Cons of Pipedrive Real Estate CRM Software
Customers can approach the developer for support through email and phone or choose the live support option. However, Pipedrive lacks referral tracking capabilities, meaning the user can’t track which marketing tactics work best for them. It also lacks property alerts, meaning users can’t keep track of what is happening with their property.

ProsCons
>Offers customer support via email, phone and live support
>Offers a free trial
>Lacks property alerts
>Lacks referral tracking

What Customers Are Saying
Customers give high points to Pipedrive for its easy-to-use and friendly interface. One customer remarks, “Easy to use and friendly interface. The most important software in my company and everybody loves it — really!!”

Pipeliner

Pipeliner
Pipeliner real estate CRM delivers dynamic visualization of the pipeline sales process and all the sales activities. It has a visual contact management feature that allows users to gain a comprehensive view of their customers and prospects, and it even maps out how the user is influencing a sale.

Pipeliner’s features include:

  • Activity management
  • Customer segmentation
  • Document storage
  • Marketing automation

Pipeliner has customer segmentation capabilities, allowing users to segment their customer base depending on specific characteristics such as demographics. This feature allows the marketing team to target the right people with the right messaging for its products. Customers are also able to reach the developers for support through phone and email.

Pipeliner offers new users a 14-day trial period to decide if the software fits their real estate business needs. Once the free trial period is over, they have to pay between $25 and $85, depending on which tier they fall into. There are three pricing tiers: Starter, Business and Enterprise.

PriceFree Trial / DemoFeatures
Starter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month
14-day free trial>Windows, iPhone/iPad, Web-based, Mac and Android deployment
>Mobile access
>Email marketing
>More features at Pipeliner

Pros & Cons of Pipeliner Real Estate CRM Software
Pipeliner integrates seamlessly with third-party software, including SharpSpring, Freshdesk, Zendesk, Mailchimp, Microsoft 365, Dropbox, Google Drive, HubSpot CRM, Google Calendar, Facebook, Gmail, Box, Microsoft Outlook, Twitter, DocuSign, PandaDoc, Basecamp, Microsoft SharePoint, Google Contacts and Constant Contact. However, the software lacks a lead management feature that allows users to keep track of their leads’ activities.

ProsCons
>Offers email and phone customer support
>Integrates with third-party platforms
>Lacks lead management feature

What Customers Are Saying
Users praise Pipeliner for its easy setup and use. One user remarks, “Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.”

Propertybase

Propertybase
Propertybase is a cloud-based global real estate platform suitable for real estate brokerages, enterprises and teams of all sizes. Propertybase offers a platform that simplifies real estate processes by creating repeatable and efficient processes to manage the entire sales cycle while creating exceptional client experiences.

Propertybase’s features include:

  • Campaign management
  • Interaction tracking
  • Referral tracking
  • Listing management
  • Commission management

Propertybase has a client/property matching feature that alerts the user when a property that a client is looking for pops up. This feature increases the chances of successfully closing the deal within a shorter period. The software also offers a contact management feature that allows organized storage of data collected from customers, providing the user with a more in-depth insight into their customers.

The price for Propertybase isn’t provided, and interested customers have to contact the developer for a quote. Prospective customers can use the demo to find out if the software is a fit for their real estate business. Propertybase customers can reach out for support through email and phone.

PriceFree Trial / DemoFeatures
Custom quoteFree demo>Email marketing
>iPhone/iPad, Web-based and Android deployment
>Referral tracking
>More features at Propertybase

Pros & Cons of Propertybase Real Estate CRM Software
Propertybase offers a lead management system that funnels leads through a process of multiple engagements so that leads are more familiar with the business and products offered, making them more comfortable when deciding to purchase. However, it’s not mobile-accessible, meaning users can’t work remotely. One other major con is that it doesn’t integrate with other software.

ProsCons
>Offers customer segmentation
>Offers lead management
>No integration with other software
>Not mobile accessible

What Customers Are Saying
Customers are impressed with the customizable nature of Propertybase. One user mentions, “PB is customizable and very practical to use! As a first-time user for a operable CRM, we are able to store all of our contacts, companies and prospect information in one place, as well as streamline our sales workflow.”

RealtyJuggler

realtyjuggler
RealtyJuggler is a cloud-based CRM software designed for Realtors and other real estate professionals. The software helps users keep track of prospects, buyers, listings and closings. It’s easy to use and can be used without special training.

RealtyJuggler’s features include:

  • Call scheduling
  • Lead and contact import
  • Rental management
  • Email/SMS notification
  • Transaction management
  • Marketing automation

RealtyJuggler offers users a lead management feature that ensures all leads generated from the user’s marketing efforts are retained and the necessary follow-ups are made until they reach a decision. The email marketing feature offered by RealtyJuggler ensures the user can build long-lasting relationships with their clients and, at the same time, grow their sales.

RealtyJuggler is quite affordable, with users paying $179 per year, which translates to about $15 per month. It also has an extended trial period of 90 days. The free trial period is long enough for prospective customers to gauge if RealtyJuggler fits their real estate business.

PriceFree Trial / DemoFeatures
$179 per year90-day free trial>Email marketing
>Referral tracking
>Web-based deployment
>More features at RealtyJuggler

Pros & Cons of RealtyJuggler Real Estate CRM Software
RealtyJuggler offers seamless integration with third-party software such as Google Contacts/Calendar, Microsoft Outlook, Mailchimp and Twilio, increasing its efficiency and functionality. RealtyJuggler developers only provide support by phone. However, RealtyJuggler doesn’t provide any reporting capabilities available in most real estate CRM software on this list.

ProsCons
>Seamless integration with other software>Lacks reporting capabilities

What Customers Are Saying
Users like the fact that they only have to check tutorials to work with RealtyJuggler. One user mentions, “I found it very easy to get started and up to speed using the tutorials. I like that it covers buyer and seller customers, prospects, and also easily tracks my transactions once a customer converts to a transaction. Plus easily reminds me of their closing anniversary without much effort. Great with drips campaigns too.”

Salesforce

Salesforce
Salesforce is an on-demand CRM software designed to help small and mid-size organizations focus on sales and customer relationships. The software allows users to manage customer accounts, track sales leads and monitor marketing campaigns.

Salesforce’s features include:

  • Contact management
  • Marketing automation
  • Lead management
  • Email marketing

Salesforce offers an email marketing tool that helps nurture a customer relationship following a deal. It does encourage referrals from a customer after a deal is closed. The lead management feature offered by Salesforce allows users to know exactly where each member of their team is with every contact in their database. It also enables users to know the exact steps they should take to close more deals.

Prospective users have a chance to try the software for 30 days before they decide to pay for it. The price for the software per user is set at $25 per month. The developer also offers customer support through email and phone.

PriceFree Trial / DemoFeatures
$25 per user per month30-day free trial>Referral tracking
>Customer segmentation
>iPhone/iPad, Web-based and Android deployment
>More features at Salesforce

Pros & Cons of Salesforce Real Estate CRM Software
Salesforce allows for integration with third-party software such as ProjectManager.com, elevio, Pipefy, TrueDialog and vtenext. The integration enables Salesforce users to work from a single system rather than having different systems and processes running simultaneously. However, Salesforce users aren’t in a position to work remotely because it isn’t mobile accessible.

ProsCons
>Integrates with third-party software>Lacks mobile accessibility

What Customers Are Saying
Salesforce users love that the software offers numerous features at a reasonable price. One user mentions, “Salesforce is obviously a very powerful tool, if that wasn’t the case, it wouldn’t be as popular as it is. There is a ton of flexibility to make it your own and use it the way you want to.”

Wise Agent

The-Wise-Agent
Wise Agent is a cloud-based real estate customer relationship management software that helps real estate businesses and agents automate the management of sales activities. It has a marketing module that allows teams to create and design flyers, emails and drip campaigns.

Wise Agent’s features include:

  • Contact management
  • Lead automation
  • Transaction management

Wise Agent offers a customer segmentation feature that allows businesses to rake in higher profits. Customer segmentation ensures Wise Agent’s users maintain better relationships with their customers and increases customer retention rates. Wise Agent offers a contact management feature that allows users to maintain quality data in an organized manner.

New users can take advantage of Wise Agent’s two-week free trial period before they pay for the software. Users are expected to pay $29 per month to use Wise Agent. Customer support is offered through three channels: phone, email and live support.

PriceFree Trial / DemoFeatures
$29 per month14-day free trial>iPhone/iPad, Web-based and Android deployment
>Referral tracking
>Property alerts
>More features Wise Agent

Pros & Cons of Wise Agent Real Estate CRM Software
Wise Agent offers email marketing that helps users customize their communication journey with each prospect, increasing the chances of converting them into a customer. However, Wise Agent lacks reporting capabilities essential in offering a visual representation of the sales revenue. It also lacks mobile accessibility, so users are not able to work remotely.

ProsCons
>Offers email marketing>Lacks reporting capabilities

What Customers Are Saying
Wise Agent receives consistent praise for the numerous features it offers. One user says, Overall it has all the features of the other top CRMs but is much more affordable. They are continuing to improve the features. They tend to try and follow needs of industry and the way we work.”

Top Producer

Top-Producer
Top Producer is a web-based CRM system that is best suited for agents and brokerages in the real estate industry. The software allows agents to personalize follow-ups and manage clients from the initial contact to long-term repeat business and referrals.

Top Producer features include:

  • Campaign management
  • Email marketing
  • Referral tracking
  • Interaction tracking

Top Producer integrates with other third-party software such as Mailchimp, Dropbox, Google Drive and Gmail. The integration allows the user to access data on their preferred system in real time. The customer segmentation feature from Top Producer allows for better allocation of marketing resources and increases the chances of closing a deal.

Top Producer offers potential customers a free demo, after which they have to pay to use the software. There are three tiers: Starter, Professional and Advanced. Top Producer’s users must pay between $40 and $80 to leverage the software’s functions. The developer offers customer support via email and phone.

PriceFree Trial / DemoFeatures
Starter: $40 per user per month
Professional: $70 per user per month
Advanced: $80 per user per month
Free demo>Referral tracking
>Client/property matching
>Windows, iPhone/iPad, Web-based, Mac and Android deployment
>More features at Top Producer

Pros & Cons of Top Producer Real Estate CRM Software
Top Producer has a comprehensive lead management feature that helps filter out quality leads from others. It also helps to keep track of leads acquired from marketing efforts. However, Top Producer lacks mobile accessibility and users aren’t able to work on the go.

ProsCons
>Offers comprehensive lead management>Lacks mobile access

What Customers Are Saying
Users are praising Top Producer for its easy-to-use interface. One of the users mentions, “It does take some time to learn the platform and get everything in place and running. But once you do it’s easy and customer support has been great and always walks me through whatever issue I’m having. I like all the features and reports and how it connects with my Gmail account. Great way to track your pipeline and stay on top of your prospects and past clients.”

Zoho

Zoho
Zoho is a cloud-based CRM software that caters to the needs of businesses in the real estate industry. It assists its users in building lasting customer relationships and maximizing team productivity. The software allows its users to respond to customers across all channels in real time.

Zoho’s features include:

  • Workflow automation
  • Lead scoring
  • Real-time notifications
  • Marketing automation
  • Advanced analytics

The lead management feature on Zoho allows users to track their leads. Lead tracking enables users to optimize the experience of leads that are closer to conversion, making better use of time and money. Zoho also offers a contact management feature that allows users to access all their customer information in one place.

New Zoho users have a chance to test the software for free for a period of 15 days, after which they have to make payments from $10 to $35 per user per month, depending on which tier they choose. Zoho users get support from the developer through different channels, including email, phone and live support.

PriceFree Trial / DemoFeatures
Basic: $10 per user per month
Premium: $20 per user per month
Ultimate: $35 per user per month
15-day free trial>Property alerts
>Referral tracking
>iPhone/iPad, Web-based and Android deployment
>More features at Zoho

Pros & Cons of Zoho Real Estate CRM Software
Zoho integrates with several third-party software, including MIE Trak Pro, ProjectManager.com, LiveHelpNow Suite, CallHippo, Intulse, Routee and CloudTalk. The integration allows Zoho users to connect to different platforms from one system, increasing efficiency. However, Zoho lacks mobile accessibility, denying users the flexibility of working on the go or from remote places.

ProsCons
>Seamless integration with third-party software>Lacks mobile accessibility

What Customers Are Saying
Zoho customers are raving about its easy-to-use interface and its integration capabilities. One user mentions, “This is a very low-cost CRM for small businesses that are interested in trying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.”

What Is Real Estate CRM Software?

Real estate CRM software helps real estate professionals manage leads, client inquiries, customer contacts, and after-sale services. The software provides a complete picture of the user’s sales activities, opportunity pipeline and inventory — all of which are managed through a single, centralized platform.

Real estate CRM software is designed to allow users to seamlessly manage their real estate business from a single platform, whether they’re in their office or on the road, as data is stored in the cloud. The software helps real estate agents productively and efficiently manage their businesses with minimal time wastage while at the same time personalizing their communications.

As a realtor, there are numerous tasks that one is expected to juggle on a day-to-day basis. It can be challenging to keep up with the tasks if you don’t have a CRM software to organize tasks and alert the user. CRM software allows users to manage and organize their sales activities, from cold calls and open houses to signing deals.

Real estate CRM software is designed to collect essential data and show the user how relationships with their customers are being managed. This helps them analyze performance and address any leaky holes. It also helps automate mundane tasks such as data input, freeing time for more critical tasks.

Benefits of Using Real Estate CRM Software

Real estate CRM software has become a virtual necessity. Below are some benefits users can enjoy.

  • Information organization.Real estate is an information-heavy industry, and most agents who don’t use a software program have to make mental notes, which isn’t ideal. A professional real estate agent has multiple lead generation streams. With the help of a real estate CRM software, they can easily organize all their information in one place and it will be accessible by any device from anywhere.
  • Effective lead management. Customers today expect quick responses from businesses. However, it can be challenging to achieve this goal if all the information is scattered across various platforms. A real estate CRM software stores all lead details in one secure location, enabling users to respond to customers and prospects with accurate information promptly.
  • Smarter reporting. To meet their quotas, Realtors must know how well they are performing and into which areas they should put in more effort. Realtors have so many variables in their sales targets, such as commission and selling fees, and keeping the costs in check can be a nightmare. That is why smarter reporting is essential in any real estate CRM. The software should automatically create clear and precise charts and graphics that make information easy to see and quickly comprehend. Smart reports give a clear picture of the current customers, their financial status and what more they need to hit revenue targets.
  • Improved employee productivity. Real estate agents juggle different duties, such as showing houses and other office duties. They don’t have the time to make entries into the CRM tool. Most real estate CRM software works on portable devices, meaning users have full access to the CRM software on the go. Employees enjoy the convenience offered by the software, which in turn boosts productivity.
  • Management of drip campaigns. Customers have numerous options, and it’s hard to make them buy immediately. Trust is a significant factor when they’re making their choice. Real estate CRM software creates drip campaigns to send automated emails and messages to customers and prospects, which helps in building trust.

Must-Have Features for Real Estate CRM Software

When shopping for real estate CRM software, there are several features buyers look for. They include:

  • Contact management. For real estate professionals, a robust contact management platform is vital. The software should categorize people according to their referring party, leads and clients. It should further create splits between hot/cold leads, old/current clients and level of satisfaction achieved. Grouping leads with similar data helps better manage sales and marketing campaigns.
  • Task management. Most sales teams have so much potential opportunity to pursue that they can often feel overwhelmed. An effective task management feature will allow a business and its employees to prioritize the most critical and urgent tasks. An effective real estate CRM software will help the team stay focused on key deliverables by ensuring tasks are completed promptly. Task management is critical because real estate teams are often dealing with prospects at various stages of the sales funnel. A sound task management system will give the user visibility into the most important tasks.
  • Email marketing. Email is still regarded as the most professional way of communicating with clients. The real estate CRM software should have a predefined email template that users can use to create personalized marketing messages for potential clients.
  • Mobile capability. Real estate agents are frequently on the road. Having a cloud-based CRM compatible with all mobile devices such as tablets and smartphones is an added advantage. Users can work even when they’re out of the office. There should be controls in place to protect sensitive data, such as financials.
  • Lead management. The software should store and manage leads collected through live chats, social media platforms and web pages. It should automatically assign the leads to sales representatives based on predefined workflows. It should also keep track of interactions with the leads.
  • Reporting. Real estate CRM software should generate reports, such as agent performance, sales and leads utilization, upon request. It should also have a dashboard function that helps view report summaries on a single screen.

The Cost of Real Estate CRM Software

Real estate CRM software can cost between $10 and $1000 per month. Some software developers have options for making monthly payments, while others allow for annual payments. Payment plans are also tiered for some of the software to allow users choose the best option for their business. Some software developers don’t include the price, so users have to contact them to get a quote.

Most software offers a free trial period that is between 14 and 90 days for prospects to get a feel for the software before committing to making payments. Other than the free trial, some also have a demo that gives prospects an idea of what to expect when they pay for the software. Real estate CRM software is an investment, and you should do your research on what different programs have to offer before settling on an option.