Well, as a real estate agent, it is crucial to manage the many tasks needed to sell, acquire, and lease properties while also monitoring money. Apart from these essential tasks, it is also important to create leads and address the unique needs of your clients. All of these tasks demand a significant amount of time, effort, and relationship development. Thankfully, technology like real estate CRM software helps manage all of these tasks in addition to real estate customer relationship management. Therefore, a solid real estate management solution is required to manage all real estate modules effectively. As a result, we bring you the best real estate CRM software specifically equipped to meet the demands of real estate developers.
Real Estate CRM Software Benefits
Now that you’ve learned all there is to know about real estate CRM systems, let’s talk about their advantages.
Track Leads Efficiently –Â Real estate leads may be created from various platforms, including social media, real estate forums, offline events, and directly via your website. Real estate CRM software helps manage leads and prospects from many platforms to respond fast.
Manage Information Sharing –Â CRM software ensures improved communication between customers and staff and helps with information transparency. In addition, real estate CRM may be connected with popular tools like Tally and ERP solutions. As a result, improved information exchange is ensured.
Run Marketing Campaigns –Â Marketing campaigns are very effective in attracting the attention of real estate prospects. It also helps keep in touch with prospects and customers regularly. Using real estate CRM software, you may send automatic emails and SMS to the desired real estate database.
Improve Follow-Ups With Prospects –Â To ensure a smooth sales funnel, you may keep track of communication with prospects and customers and schedule follow-up reminders. At the same time, you may analyze the performance of your salespeople based on their conversation history.
Promote Referral Leads –Â With CRM software, real estate developers may connect with their current customers to get referrals. After all, word-of-mouth advertising is quite effective in the real estate business.
Real Estate CRM Software Features
The best CRM for real estate agents must include key features to make the multifaceted processes function effectively. The best CRM for real estate has the following basic features.
Lead Management –Â With the aid of a solid real estate CRM, you can acquire leads from different sources, such as internet marketing and social media, and track them until they become business opportunities.
List Management –Â This is an essential feature of any real estate CRM. CRM software should enable you to tailor leads, events, deals, etc.
Drip Email –Â This CRM feature lets you send automated responses to leads and prospects depending on their activities. This is done to maintain individual contact with prospects.
Pre-designed Email Campaigns –Â Although social media may be used for marketing, sending emails to leads and prospects always seems more professional. As a result, you should search for a real estate CRM that offers a good combination of pre-designed email campaign templates with built-in keywords.
Easy Invoicing And Billing –Â A decent real estate CRM helps you create quotes for clients, price books, invoices, and more. Not only that, but it also enables you to create and share invoices and quotes with prospects using custom invoice templates.
Database Management System –Â Real Estate CRM software includes spreadsheet tracking transactions and clients.
Automated Marketing Tools –Â Real Estate CRM helps send different marketing materials to the possible client database, including brochures, offers, and emailers.
Document Management System –Â This Real Estate Software feature ensures that all important legal papers, service reports, and customer information are organized and protected.
Website Monitoring Tool –Â Our real estate CRM helps you understand which properties are in high demand among your prospects and provide them with tailored options.
Nurturing Existing Relationships –Â This is important for building a loyal customer base to bring in new business via referrals.
Compatibility With Mobile Device –Â Since real estate agents are always on the go, choosing a web-based CRM that works with all devices is important.
Best 21 Real Estate CRM Software
1. Zoho Real Estate CRM
Zoho’s real estate CRM software allows you to manage your sales cycle with modules to make and store quotes, price books, invoices, and bills in your account. Manage all of your post-sales processes using strong inventory management features, and email and share quotes and invoices with prospects using custom email and invoice templates.
Features
Capture Leads –Â With the aid of this CRM for real estate agents, you can collect leads from social media platforms like Twitter and Facebook, as well as other websites.
Case Management –Â With this, you can safely separate individual deals and preserve their facts.
Marketing Analytics –Â It gives you effective tools for assessing the many marketing verticals so that you can understand the possible client base and which platform they prefer.
2. RealtyJuggler
RealtyJuggler is a powerful real estate CRM software that simplifies managing many real estate projects. It includes handy tools for tracking leads, commissions, deals, and job planning. It also contains a library of flyer templates to create real estate list flyers for your listing. RelatyJuggler operates on any mobile device and enables you to access information anytime.
Features
Contact Import –Â Using RealtyJuggler, you can effortlessly import contacts from any organization, like as WiseAgent or LionDesk.
Activity Management –Â Monitor important dates and update them on the calendar to manage daily schedules.
Document Management –Â RealtyJuggler saves scanned contracts and other sales-related legal papers.
Rental Management –Â It lets realtors track payments and provide cost, revenue, and other data.
3. Freshsales
For real estate developers, Freshworks offers Freshsales, a powerful CRM software. In addition, it offers an easy-to-use interface and a variety of features to assist realtors and real estate developers in completing projects with little effort.
Features
AI-based Lead Scoring –Â This Real Estate CRM Software offers an easy real estate lead scoring system that automatically collects, compiles, and delivers leads to sales.
Intelligent Workflow Automation –Â It includes all the required tools to automate team processes at different project stages.
Visual Deal Pipeline –Â Fresh Sales offers a graphical user interface with the visual deal pipeline to monitor the progress of individual projects in real time.
4. Zendesk Sell
Zendesk is a famous real estate CRM that helps agencies improve in all areas, including processing incoming inquiries from prospects, tracking leads, coordinating property viewings, and preparing quotes to sell properties. The software also helps keep track of transactions, leads, properties, and clients. Not to mention, the end-to-end system for real estate companies aids in developing meaningful relationships with clients.
Features
Lead Generation –Â It is a sophisticated lead generating platform that provides you access to a lead database of over 200 million professionals and their prospects’ contact information.
Reporting & Analytics –Â The dashboard delivers useful information based on pipeline analysis, sales execution reports, and sales insights.
Third-party Integrations –Â Enables integration with third-party apps (such as Magento and Facebook) for easy management of your business processes, such as marketing and social media.
5. Propertybase
The Propertybase is a powerful real estate CRM software specifically developed for managing real estate and contracts. It is appropriate for both residential and commercial real estate agents and realtors.
Features
Document Management –Â It offers the required tools for managing legal and property-related documents for individual clients.
Email And SMS Marketing –Â Propertybase offers some of the best SMS and email marketing tools to make property listings available to prospective clients.
Lease And Maintenance Management –Â For smooth transactions between sellers and purchasers, the real estate CRM software offers a powerful lease and maintenance management system for real estate agents.
Mobile App –Â This real estate CRM software offers a responsive mobile app for effectively managing processes on the move.
Property Alerts –Â It gives valuable property-related notifications, such as any new interest in buying or selling residential or commercial premises.
6. B2B Bricks
Real Estate Software is an excellent real estate CRM software for individual real estate agents and businesses. In addition, it offers customized tools to realtors to handle their real estate projects in terms of inquiries and sales.
Features
Lead Capturing –Â B2B brinks help collect suitable leads from various web sources like Facebook and Twitter. It then passes all lead to suitable sales personnel for conversion.
Geo Tracking –Â It has powerful geo tracking features to monitor the activity of all field agents for evaluation to boost productivity.
Task Automation –Â It permits the automation of numerous tasks, such as lead generation and the sending of mailers, to move processes smoothly along the sales funnel.
Unlimited Property Listing –Â It offers the option of limitless project and property listing and response listing for smooth leads-to-sales transfer.
7. Pipedrive
This Real Estate Sales CRM is easy to use and customizable to agents’ requirements. Pipedrive lets you create visual pipelines for properties, investors, and purchasers. It’s an all-in-one CRM solution that lets you see where all the deals are in the sales process. It also includes tools for tracking talks with clients digitally so that you can promptly address their problems.
Features
Syncs With Google Calendar –Â Connect your Google calendar with Pipedrive to view all your activities in one place while adding your sales activity.
Transaction Management –Â Manage transaction plans, leasing agreements, contracts, and more in one place with Pipedrive.
Easy Segmentation Of Leads –Â With this CRM, you can detect lead sources and segment lists and organize them to deliver effective marketing messages.
8. PlanPlus
It is a one-stop software for real estate agents and realtors. This cloud-based software allows all field agents and team members to remain connected while on the road. They can also manage property inquiries, track leads, and follow up with them.
Features
Client Management –Â It helps in classifying various clients depending on the state of the agreement and the completion date. It also helps in keeping client records, scheduling reminders, and invoicing.
Lead Management –Â With its simple algorithm, it can effectively harvest leads from multiple platforms, such as websites, Facebook, and Twitter.
Email Marketing –Â It includes effective email marketing tools, such as sending brochures and mailers to prospective leads with a simple click.
Document Management –Â It offers a systematic document management module that helps clients keep their vital and secret papers safe and in one place.
9. DaeBuild CRM
DaeBuild CRM is a real estate agent CRM project management software that automates different property-related processes. It streamlines several tasks for real estate salespeople and gives tools for following up with clients for excellent customer service.
Features
Lead Management –Â It offers tools for automatically capturing leads and allocating leads to sales specialists.
Cloud Telephony –Â It gives tools for telephonic sales and calls recording and helps connect sellers with buyers, sellers, and future clients.
Document Management –Â It is equipped with key tools for effective document management, ensuring that all papers are safely and callously kept.
Client Management –Â It helps real estate businesses effectively manage processes linked to clients, such as invoicing, payment processing, and information management.
10. HubSpot CRM
While HubSpot CRM is not specifically designed for real estate management, it does provide all of the tools required for effective real estate management. It helps with lead creation, documents, client management, and much more, and its cutting-edge modules assist in reducing procedural delays.
Features
Lead Management –Â It offers effective tools for capturing, managing, and allocating leads to agents.
Project Management –Â HubSpot CRM helps construct an effective project ecosystem on a single platform, allowing all project participants to track project progress using effective CRM tools.
Email/SMS Marketing –Â The real estate CRM software helps agents implement effective SMS and email marketing tactics.
Document Management –Â It helps keep all client papers connected to crucial legal property safe and secret.
11. LeadSquared
LeadSquared CRM ranks among the best real estate CRM software for optimizing sales processes. Leads may be tracked via various phone, chat, internet, and social media channels. It helps with sales automation, lead management, daily status checks, follow-up reminders, etc. You may also track sales and revenue indicators to learn what is working effectively for your business.
Features
Catch Sales Signals –Â You may automatically track qualifying leads from all conceivable channels where you are functioning.
Custom Reporting –Â Obtain analytic reports tailored to your performance indicators.
Lead Capturing & Distribution –Â Leads captured from the internet and offline sources may be delivered to suitable salespeople in a matter of clicks.
12. Cratio
It is an all-encompassing real estate CRM software that helps clients personalize the transaction process with efficient documentation. Cratio’s tools, specifically designed for real estate management professionals like property developers and real estate call agents, aid in the execution of various stages of property management.
Features
Lead Automation –Â It assists in capturing leads from multiple platforms, such as Facebook and property websites, in maximizing the lead database.
Leads –Â After capturing leads, it compiles a list of all possible clients and allocates it to sales employees.
Bookings To Sales Closure –Â It gives tools to manage client reservations and ongoing help from booking to sales closure.
Telephonic Monitoring –Â It gives managers focused tools for monitoring agents’ calls to provide insights and ideas.
13. Salesforce
Salesforce CRM software helps collect essential information on your client’s preferences and manage everything in one place. As a result, you may provide customized services to real estate prospects to ensure a seamless transition through the sales funnel. For businesses in the real estate market, Salesforce CRM is an important tool.
Features
Faster Response Times –Â You may respond fast to any messages you get from prospective customers of real estate properties. You may also configure customized automatic answers.
Central Database –Â CRM stores all your contact information in a single, unified system accessible from anywhere and at any time.
Smoother Correspondence –Â With the aid of CRM software, you may email customers on their birthdays and anniversaries or when there is a great offer on properties.
Performance Evaluation –Â CRM software helps review your customer service processes and monitor the efficacy of your relationship building initiatives.
14. Insightly
Insightly’s workflow automation and bulk email features are helpful to realtors and property dealers. It also helps with marketing initiatives, allowing agents to connect with additional real estate leads. In addition, you may use Insightly CRM to implement better methods to enhance sales and revenue for your business.
Features
Manage Inbound Inquiries –Â It enables uploading lead sources, monitoring lead status, and setting up lead assignment rules.
Manage Business Contacts –Â To offer specialized services, you may map your contacts as a buyer, agent, property manager, and seller.
Configure Opportunities For Sales –Â Create an opportunity record and track leads in demand, budget, and timeframe in Configure Opportunities For Sales.
15. Apptivo
Apptivo is a cloud-based real estate CRM platform that helps manage your clients & properties from a single platform. Lead management, billing, contact management, and other customizable marketing automation modules are all included in the CRM. The extra features include the ability to manage inventories, create work orders, track projects, and more.
Features
Mobile App –Â This real estate CRM software offers a mobile app that effortlessly syncs and transmits client data from G Suite to the Apptivo and vice versa.
Automation –Â It lets you create an automatic, uniform response that meets clients’ needs.
Targeted Campaigns App –Â Using Apptivo’s campaign app, you can quickly design and create email marketing campaigns using the available email templates and themes.
16. LionDesk
To effectively manage real estate clients and sales, LionDesk offers a variety of cutting-edge features. This real estate CRM software lets you keep organized and interact with your customers more easily. All of these features lead to higher deal closing.
Features
Drip Campaigns –Â LionDesk helps manage effective drip campaigns with automated phone calls and bulk messages.
Broker Functions –Â Real estate brokers may see properties, deals, and opportunities in several places.
Video Email & Texting –Â The Integrated video email & video texting features can help make drip programs effective.
17. Wise Agent
Wise Agent is a real estate place CRM solution that helps professionals manage all aspects of their business. It offers modules for time management, transaction management, lead automation, and contact management. The marketing tool also helps teams create emails, drip campaigns, real estate fliers, SMS messages, and more.
Features
Drip Campaigns –Â Wise Agent Drip Campaigns allow you to send emails for your campaign, saving you time automatically.
Lead Automation –Â Wise Agent Lead Automation Lead Feature helps manage leads from many platforms such as email, offline events, real estate forums, etc.
Transaction Management –Â With the Wise Agent lead management system, you can easily manage papers, signatures, and due dates.
Best Free & Open Source Real Estate CRM Software
Here is the best free CRM for real estate, which gives all essential features with zero investment.
18. Bitrix24
It is a popular CRM software for real estate developers and agents. Bitrix24 offers a platform for the efficient management of clients and data. It also includes a collaboration place to ensure all members are on the same page. In addition, it includes over 30 dynamic and practical tools to ensure that effective business processes are done efficiently and on time.
Features
Lead Management –Â Aids in tracking, capturing, and allocating leads to specific agents.
Call Tracking –Â Offers call tracking tools to increase sales efficiency.
Email Marketing –Â Offers specific tools for sending emailers and brochures.
Supports iOS & Android Apps –Â It is mobile responsive, enabling real estate professionals to remain connected anywhere and anytime.
19. Citrix Podio
Well, realtors, brokers, and real estate agents choose to manage their communication with prospects and current customers using the free CRM tool Podio. Realtors can swiftly and persuasively sell the best properties to clients with all the information about real estate properties.
Features
Stay On Schedule Always –Â Our free real estate CRM system permits realtors to manage meetings and finish more deals.
Organize Your Property Listings –Â You can manage all property listing information with this CRM software for real estate developers. In addition, it ensures a fascinating perspective for potential purchasers.
Automated Workflows –Â With automated processes, your agents may devote more time to opportunities and new inquiries. They may also ensure that customers are followed up with promptly.
20. AgileCRM
It is a fully integrated real estate CRM software that ensures easy cooperation between small teams. AgileCRM helps real estate agents manage the full sales process, from property listing through conversion. This allows the sales staff to spend more time creating relationships with buyers.
Features
Minimal Learning Curve –Â AgileCRM is easy to use because of its straightforward design and automation features (sales, marketing, and service).
Reporting –Â Get detailed insights and reports based on your success data for wiser growth.
Multiple Listing Service (MLS) Integration –Â Connect the MLS database to the Agile CRM to import and publish your property listing information. After data is imported into CRM, it is routinely updated to preserve data accuracy.
Deal Tracking –Â It lets realtors keep track of deals and milestones for each customer and seller to keep the sales process on track.
Document Management –Â This feature ensures the security and organization of all necessary papers, deals, contracts, and customer information.
21. RealOffice360
RealOffice360 is a valuable real estate agent CRM software built to manage many processes in a real estate agent project. It includes tools for tracking and monitoring various sales, marketing, and listing tasks to ensure improved profitability.
Features
Client Management –Â RealOffice360 offers systematic tools to organize clients and their information.
Deal Tracking –Â It helps realtors track the progress of the processes in deals for each customer and seller.
Time Organisation –Â It helps in effective time management by project participants to help accelerate the project in the pipeline.
Lead Generation –Â It offers a variety of tools for producing leads, such as marketing modules and social media and website monitoring.
FAQs:
Why Do Real Estate Agents Require CRM Software?
Real estate CRM software is important for more than simply communicating with prospects and providing individualized services. This software is crucial for tracking the progression of your prospects through the marketing funnel. This will aid in assuring greater conversion at a quicker pace. In addition, you can understand your prospects’ demands and give customized services.
How To Pick The Best Real Estate CRM?
You may begin by determining which real estate CRM suits your specific requirements. Well, as a real estate property dealer, you must face specific hurdles, and you should search for software that will narrow down the barriers and make it straightforward to connect with prospects and accomplish the conversion.
Real Estate CRM Pros And Cons
Some of the most prevalent positives and cons of real estate CRM software are as follows:
Pros
- Features that are simple to use and adaptable.
- Enhanced marketing features.
- Hassle-free integration features.
- Tracks everyday activities on an interactive dashboard.
- Mobile apps are accessible.
- Reporting features are extensive.
- Unique social networking features.
You may disregard those real estate CRM software solutions that feature these cons. The best way to weigh the advantages and cons is to read customer reviews.
Cons
- There is no option to change features.
- The reporting feature needs to be updated.
- The user interface could be more user-friendly.
- Need for features for integration.
- Very complicated features for users.
- Improvements are pricey.
- Complicated search functions.
How To Use Real Estate CRM For More Increased Profit And Revenue?
- With a single platform, manage large amounts of information.
- When on the road, respond to leads and customer reactions.
- May connect with previous clients for referral marketing.
- Access reports to learn what works and what doesn’t.
- Use a consolidated database to nurture prospects.
Conclusion:
Although each solution in our list has its features and functions, it is up to the users, people, and businesses to choose the best real estate CRM software that meets their needs. Since most of these solutions provide a free sample, we recommend testing one before buying the one that best suits your business needs.
