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Real estate agents often have to juggle dozens of listings, partners, buyers, sellers, renters, and more. All of this can’t be done efficiently without a robust customer relationship management (CRM) system that can organize the data needed for businesses to operate properly.
In this article, we'll explore what CRM software is, why you need it, and the best CRM software for real estate companies in 2023.
Table of Contents
What Is Customer Relationship Management (CRM) Software?
Customer relationship management (CRM) software is a program that assists organizations, businesses, brands, and individual professionals in organizing data and information related to their clients or customers.
For instance, many CRM software systems allow users to input contact information, notes, potential opportunities for sales, and more. CRM software can be customized by a qualified software development company to suit each organization’s specific needs, which means there are various ways CRMs can benefit businesses.
The shift toward digital CRMs from physical paper filing systems can be attributed to many elements, including larger urban populations and a general shift towards digital everything across all industries. Realtors and real estate-focused brands need better CRM systems because they need to manage a high volume of information at all times.
The Best CRM for Real Estate
- Zoho CRM
- Salesforce
- HubSpot CRM
- EngageBay
- RealtyJuggler
- Less Annoying CRM
- InfoFlo
- Zillow Premier Agent
- Pipedrive
- Freshsales
- CRM Creatio
- CINC
- Bitrix24
- Top Producer CRM
- Follow Up Boss
- Thryv
- Soffront CRM
- Smart IT
- Pipeliner CRM
- WPL Platform
- Nimble
- Salesmate CRM
There are many CRM software options for real estate companies. We reviewed different customer relationship management systems to find the best choice for an industry as specific as real estate.
Below is a list of the best and most popular CRM software for real estate companies.
1. Zoho CRM
Zoho CRM is a good option for real estate brokers on a budget. Rich in features, this CRM solution can be of great help to agents when they need to follow up with their customers. With Zoho, it is much easier to coordinate with your real estate team, so agents can better handle leads while not having to do everything by themselves.
Zoho also improves communication by letting users send an email from within the app and allowing real estate pros to attach notes and documents and easily retrieve them when they need them.
2. Salesforce
The award-winning customer relationship management solution by Salesforce can be of great help to real estate firms. Salesforce CRM enables realtors to:
- Communicate faster to their clients
- Better identify and close leads that are going nowhere (i.e., a “client” who isn’t looking to buy or sell property)
- Stay in touch with clients even after they’ve made a sale or a purchase
- Get information from a huge and unified database provided by Salesforce (great if you want to work internationally)
3. HubSpot CRM
HubSpot CRM is geared toward small businesses of 10 to 1,000 employees, where most real estate firms fit nicely. It offers a visual dashboard for the user to see their entire sales funnel in real time, automatically track communication with clients via email, phone, and even social media.
You can start using HubSpot CRM completely for free and without having to entirely overhaul your entire workflow.
4. EngageBay
Described as "all-in-one marketing and sales CRM," EngageBay is an award-winning product for nurturing and engaging clients for their utmost customer satisfaction. The software provides a seamless experience for customers of small and mid-sized real estate agencies. Its solutions include marketing automation, a sales bay, live chat, and a helpdesk.
EngageBay makes it possible to automate manual tasks, track deals and sales pipelines, provide real-time assistance that easily converts visitors into customers, and prioritize and solve customer support inquiries.
5. RealtyJuggler
When it comes to managing contacts and appointments with customers and leads, there are few better CRM software for real estate than RealtyJuggler. This customer relationship management solution has been around since 2004, and it is all about simplicity.
If you are looking to easily qualify prospects with real estate calculators, such as Max Loan, Rent-vs-Own, or Mortgage Payment, then this cloud-based CRM for real estate professionals is a good choice.
6. Less Annoying CRM
If you want a no-nonsense customer relationship management solution that is aimed at small businesses, the aptly named, Less Annoying could be just the CRM for you.
This CRM boasts ease of use, transparent pricing, quick setup (you can set this CRM software for real estate in minutes and use it immediately), and top-notch contact management. All of these are reasons enough for thousands of small businesses to start using Less Annoying CRM.
7. InfoFlo
For a modern real estate agent, data is incredibly important. Imagine, then, the horror when an agent is met with data leaks. All your hard work is gone and the critical customer data you collected is now in malicious hands.
InfoFlo is a CRM software for real estate that solves this problem, and you can pick between a cloud-based or on-premise approach. The price for this customer relationship management software is also a bargain at $99, considering how it can help real estate firms grow their business.
8. Zillow Premier Agent
Zillow Premier Agent takes a lot of work away from the realtor and lets them do the most important thing — connect with home shoppers.
The premise is very simple: first, a shopper looking for a property reaches out to Zillow. Next, Zillow contacts them and verifies their interest in buying or selling a house. Once the lead is verified, Zillow calls the agent and introduces them to the customer. From here, the rest is up to the agent and customer to close the deal.
9. Pipedrive
With Pipedrive CRM for real estate, agents can track, manage, and organize their sales pipelines with more efficiency.
This CRM/pipeline CRM solution is accessible wherever a realtor may be, using their web browser or a mobile app. It provides customizable web forms, tracking pending activities (e.g., “meet Bob”), and an interface showing the progress of the entire sale by stages.
10. Freshsales
Freshsales is a CRM software that allows real estate agents to connect with current and potential customers and meet their needs to the fullest. This CRM software for real estate also enables agents to better evaluate promising leads and decide which ones to prioritize.
According to Placester Real Estate Marketing Strategy Survey Report, 46.4% of real estate professionals feel their top marketing challenge is generating enough high-quality leads. Freshsales helps address this challenge for realtors.
11. CRM Creatio
This real estate CRM software, Creatio, enables realtors to gain a better knowledge of their customers with deep analytics. You can take advantage of a powerful listing tool for market sources and integrate them into their system or remove any database clutter with a useful duplicate finder tool among other things.
12. CINC
CINC is the top US real estate agents, brokers, and industry leaders’ answer to the problems that plague real estate technology. It offers an "all-in-one platform" that includes powerful lead generation tools, highly efficient automations, communication tools, and more.
13. Bitrix24
Bitrix24 offers an excellent suite of CRM, communication, collaboration, and management tools. With Bitrix24 CRM, users can easily create reports and import/export their contacts, making the job of a real estate agent much easier. In addition, you can also send quotes more easily, customize statuses and fields, include taxes and discounts, and convert quotes into invoices.
14. Top Producer CRM
Top Producer allows you to seamlessly send, attach, or manage documentation from your contacts or listings via Google Drive or Dropbox and sync them with your Gmail, Calendar, Outlook, Office 365, or others.
This real estate CRM software not only offers a wide range of tools and solutions, including better contact management and lead generation but also comes with a handy mortgage calculator and allows agents to create drip marketing campaigns.
15. Follow Up Boss
One of the biggest reasons a deal might fail for a real estate agent is due to the lack of timely follow-up. The sooner an agent follows up, the greater the chance of closing that deal.
This is why Follow Up Boss doesn’t allow agents to miss a qualified opportunity ever again, thanks to the ability to create automated follow-ups for each lead and to get notified of every lead notification and response they get.
16. Thryv
Thryv is an all-in-one platform that unites multiple functionalities and automates tasks so that firms can place their customers at the center of business. Usable on any device and OS, it contains productivity tools and features that aim to increase the number of appointments and customers.
Some of Thryv's most notable features include CRM, sales and payments, appointment booking, reputation management, marketing automation, and document storage and sharing.
17. Soffront CRM
Soffront is an award-winning CRM solution for small to mid-sized businesses. It helps them better manage entire support processes and streamline their client-related tasks.
This software allows companies to design different categories of workflows and manage tickets. It contributes to better time management, increased sales team productivity, and more effective marketing campaigns. Its price ranges from $35 to $70/month per user, with a free trial available for 30 days.
18. Smart IT
Smart IT specializes in custom CRM software development and can also customize off-the-shelf SaaS solutions on demand. The company has an extensive background in implementing tailor-made solutions not only for real estate clients but also for other sectors
Smart IT implements innovative modules to create more value for team members and clients alike. If you are considering developing from scratch or purchasing an out-of-the-box solution, Smart IT can provide a range of options.
19. Pipeliner CRM
Pipeliner CRM is an online and offline system. It requires no technical expertise, allowing businesses to easily manage their contacts.
Among its features are lead management, email integration, and sales insights. Pipeliner CRM offers three pricing options starting at $25/user per month when billed annually.
20. WPL Platform
WPL is an independent platform based on the WordPress content management system. Agencies, realtors, and brokers can use it to build flexible and highly customizable real estate websites.
The platform has many useful add-ons and hundreds of features that help businesses establish a strong online presence and generate leads. WPL Pro costs $199 and comes with a one-time payment. Also, you can request a demo and try WPL Basic for free.
21. Nimble
Nimble gives organizations all the features they need to organize their contacts, build relationships, and reach their goals. The platform can combine customer profiles and interaction histories from email conversations, contact lists, and social media activities automatically.
Businesses can take smarter actions by managing their tasks, tracking their deals and social media contacts who are engaging, following, or mentioning them.
Nimble offers a free version and a paid option that costs $19 per user per month.
22. Salesmate CRM
Salesmate is an award-winning CRM software for small and mid-sized businesses. It allows sales teams to eliminate busy work, engage more prospects, and deliver personalized experiences to customers.
The software is flexible and intuitive that requires almost no training. It works on various devices including iOS and Android, so businesses can sell from anywhere even inside their Gmail inboxes.
From smart emails to sales automation and texting solutions, Salesmate offers powerful features and integrates with 700+ apps letting companies sell faster. Businesses can get this software starting at $12/month, billed annually, with a free trial available for 15 days.
Why Do You Need the Best CRM for Real Estate?
- Real estate agents can access their preferred customer relationship management software 24/7, wherever they are. You can communicate more easily with clients. Instead of waiting in the office the whole day for a phone call (that may or may not come), real estate agents can use CRM software on their mobile or desktop devices.
- A customer relationship management software is a one-stop information database. No more tons of files taking up office space and collecting mites or endless spreadsheets on the computer only one guy in the office knows how to update. With CRM for real estate, all data will be in one place, neatly organized, and easy to address.
- CRM software solutions can manage and grow leads. If the real estate agent is not careful, they can easily miss out on a lucrative lead or lose one they've worked hard to get for months.
- A good CRM software for real estate will help agents better communicate with potential clients and significantly decrease the risk of losing leads.
As you can see, there are a number of reasons why real estate companies should avail themselves of a good, robust, customer relationship management (CRM) software solution.
Takeaways on the Best CRM for Real Estate
Real estate is a highly-competitive industry and even without an occasional industry crisis, like the United States housing bubble of 2006, it’s very hard for a real estate professional to keep afloat.
However, with any one of these examples of CRM software for real estate, it becomes much easier to be successful and prosper in this business.
Are you spending hours looking for a good, professional software development company for your realtor business with nothing to show for? Then take a look at these custom software development companies and choose the one that will help you take your business to the next level.
CRM for Real Estate FAQs
1. How to choose the best CRM for real estate?
While a standard CRM can help manage your business, it is recommended to invest in one that is designed for real estate.
You must also look for must-have features in your choice of real estate CRM and make sure these functionalities match your use cases, needs, and budget. Ensure it can be integrated into other software and tools so you can boost customer communications.
2. How much does a real estate CRM cost?
Real estate CRM costs will vary depending on the vendor. For instance, there are CRM applications, like Zillow Premier Agent, that you can use for free, while most CRM tools for real estate are available at a recurring subscription fee.
3. What are the key real estate CRM software features you should look for?
When choosing the best real estate CRM tool for you, consider these essential features:
- Efficient deal and process management - It should enable you to track a deal's progress as well as set up meetings and appointments through a single easy-to-use dashboard.
- Seamless storage of client information - It should be a hub for all client data, including previous, current, and prospective customers.
- Better lead generation - Good CRM software lets you gain insights into the behavioral patterns of potential clients. It should allow you to group these clients based on similar qualities.
- Good communication platform - It is equally important to find a CRM tool that allows easy communication between agents and clients. This way, closing deals and monthly funds collection can be done with just a few clicks.
