Best CRM Software for Real Estate Agents

Relationships are at the heart of real estate success; that’s why top firms use the finest CRM software to manage theirs. Customer relationship management (CRM) systems can significantly enhance a customer’s experience with a business, cut expenses and increase revenues. Generally, a CRM software for real estate agents and brokers is a program that organizes customer interactions. It manages contacts. It aids in the sale of houses by providing market data.

There are many benefits to using CRM for real estate agents. These solutions are ideal for managing leads and the sales pipeline. The best real estate CRMs also include workflow automation in their platforms. It also helps in effective lead management, drip campaigns, enhancing productivity, and workflow tracking.

Some CRM software programs are more comprehensive than others. Some may have features that are not essential to your business, while others may lack features that you need. It is necessary to carefully evaluate your needs before choosing CRM software for your real estate business. The following is a list of the best CRM software for real estate.

1. CostaRicaCRM

Costa Rica CRM is an affordable, cloud-based solution CRM provider that offers personalized services to suit your business. The company is composed of professionals in the marketing and software development fields. Costa Rica CRM works with Trifecta Software to deliver services tailored to your business’s unique needs.

CostaRicaCRM uses vTiger, a solid, all-in-one CRM system for businesses. It has more than 300,000 users that deliver excellent customer experiences. vTiger provides tools that help break barriers between the different working groups in an organization. With this CRM tool, the marketing, sales, and support teams can work together to provide a seamless customer experience.

As a top Real Estate CRM tool, CostaRicaCRM is designed to help realtors develop personalized services for clients through a single platform. It is a one-stop-shop solution for real estate firms for managing leads, monitoring inquiries, appointment scheduling, and handling contracts.

Some of its top features include the following:

• Customer Portal
• Project Management
• Workflow Automation
• Opportunity Management
• Forecasting
• Case Management
• Collaboration
• Tasks and Activities
• Reporting and Insights
• Third-party Integrations

Advantages:

• Reliable tracking system
• User-friendly Interface
• Feature-rich for businesses of all sizes
• Flexible with a low learning curve

Disadvantages

• Challenges in using document customization

Pricing: CostaRica CRM offers various pricing packages. You may contact info@CostaRicaCRM.com for more information about their services.

2. Wise Agent

Wise Agent is a powerful real estate CRM that gives you the ability to manage your business the way you want without being limited by the software. It has customizable features and automation that can be tailored to your business needs.

It is an easy-to-use real estate CRM with all your primary real estate customer relationship management functions. It doesn’t overthink anything and is easy to add customer information, transaction checklists, etc.

One of its standout features is the landing page builder. You can create and implement simple Facebook and Google AdWords campaigns in minutes. It also has an automated drip email campaign to follow up with your leads and a listing marketing system to help you get your listings seen by more prospects.

The company was founded in 2001, and its base is located in Arizona, USA.

Some features of Wise Agent include the following:

• Mail Merge Tool
• Direct Integrations with over 70 software
• Landing pages
• Contact Management
• Commission Reports

Advantages:

• Flexible and customizable
• Powerful automation features
• Easy to use

Disadvantages:

• Some users find the interface dated
• Basic CRM features that can be limiting

Pricing: Wise Agent CRM offers a free 30-day trial period. Prices start at $29 per month per user.

3. LionDesk

Liondesk is a landing page and lead-generating website builder that is simple to operate, inexpensive, has a mobile-friendly design, responsive customer service, and various helpful tools. The software was developed by entrepreneurs Nikos Zervas and Dimitris Andreadis in 2013.

Liondesk’s real estate CRM software has aided several firms in generating more traffic, leads, and sales through their websites by making it easier for marketers to use.

The goal of LionDesk is to offer agents, teams, and brokerages one comprehensive tool for managing their operations, generating leads, and nurturing prospects. It is the ideal real estate CRM for growing your business by providing a single location where you can keep track of all of your clients.

In addition to automating certain marketing activities, LionDesk may also be used to automate some of your campaigns. You don’t have to spend as much time on them yourself because you can use LionDesk to mechanize some of your marketing efforts. The Liondesk CRM has several features that make it simple for customers to get up and running.

Some of its best features are the following:

• Campaign Management
• Customer Database
• Interaction tracking
• Pipeline Management
• Third-Party Integrations
• Task Management
• Sales Reports

Advantages:

• Responsive web-based system
• Easy to use for non-tech-savvy users
• Software integration with real estate apps

Disadvantages:

• Not custom-built like similar services
• It can be expensive for small businesses

Pricing: You can get a free trial of the program with no credit card required. If you choose to buy it, it costs $21 per month or $25 per month if you pay for it monthly.

4. Realvolve

Realvolve is a real estate CRM (Client Relationship Manager) that prioritizes functionality over features, utilizing the capabilities that buyers agents, sellers agents, and their support teams use most frequently.

They set themselves apart by removing standard drip campaigns in favor of comprehensive workflows to make your real estate company more efficient, freeing up time.

Realvolve’s software is based on its adaptive workflows, intended to take the place of standard automation procedures and remain consistent for each customer and transaction.

Realvolve allows you to connect with Google+, Twitter, Evernote, Email, SMS, and Zapier. Its mobile app is available for iOS and Android devices. Realvolve is available monthly and annually, with assistance available through an online help desk.

Some of its best features are the following:

• Campaign Management
• Lead Management
• Segmentation
• Referral Tracking
• Workflow Automation

Advantages:

• Focuses on workflows over features
• Greater flexibility and customization
• No long-term contracts

Disadvantages:

• Limited integrations
• Lacks support
• Inconsistent performance
• Expensive to use

Pricing: Realvolve costs between $23 and $28 per user per month, paid yearly. This pricing includes a separate account for an assistant, which is particularly beneficial to data entry experts, ISAs, and others.

5. Follow Up Boss

Follow Up Boss is a real estate CRM that aims to help every agent become a top performer. The software was launched in 2011, and its headquarter is located in California, USA.

This product is meant to assist agents in assigning leads, handling outbound and inbound calls, and monitoring lists of open or active clients using a single interface.

One of the most popular features is auto-send for emails, which allows you to set up email campaigns in just a few minutes. In addition, you may manage inbound and outbound calls from one convenient interface.

Zillow and Realtor.com are among the Follow Up Boss affiliate network’s featured lead sources, including various internet properties. Homes.com is also integrated into the system, as are several other web resources (Showcase IDX and RealSavvy).

Some of its best features are the following:

• Client-Property Matching
• Email Marketing
• Lead Management
• Calendar Management
• Agent Activity Report
• Lead Source Reporting

Advantages:

• Sophisticated lead distribution feature
• Integration with real estate lead sources
• Built-in call center

Disadvantages:

• Lacks a mobile app
• No social media management
• No free plan
• Some features are only available in higher-priced plans

Pricing: Follow Up Boss pricing starts at $39 per month for the first user and goes up to $129 per month for ten users.

6. IXACT Contact

IXACT Contact is a real estate CRM and marketing automation tool that acts as a personal assistant for agents and teams organizing essential company data.

IXACT Contact is a cloud-based contact management solution that may be used from any internet connection and includes a wireless sync option. Realtors may access current contact information, calendar appointments, and tasks on the move with the system’s two-way continuous wireless sync.

The program allows real estate agents to develop and maintain long-term relationships with current customers, new prospects, and referrals by providing a contact management system that keeps complete profiles and automatically reminds users to stay in touch.

New users are given a concierge setup service to help them move their existing data from papers and spreadsheets into a simple database.

Some of its features are the following:

• Commission Management
• Document Management
• Client-Property Matching
• Lead Capture
• Contact Database
• Segmentation
• Sales Pipeline Management

Advantages:

• Excellent features
• Great for teams
• Good mobile app
• Excellent support

Disadvantages:

• Complex user interface
• Lacks social media management features

Pricing: IXACT Contact offers a 30-day free trial. After that, it costs $30 per month for the first user and $24 for each additional user.

7. Propertybase

The Propertybase platform is a full-service real estate technology company that provides customer relationship management (CRM) software, web design, marketing, lead generation capabilities, and back-office solutions.

The company offers a flexible cloud-based solution perfect for any size agency and eliminates the need to purchase new software or hardware. It provides administrative tools and clerical tools to optimize agent productivity and team collaboration. It’s ideal for real estate agents, teams, and brokers who want an all-in-one CRM system with back-office capabilities.

Back-office functions such as transaction management and digital signatures are available in the Propertybase platform, making it ideal for brokers who want a CRM with administrative and commercial real estate management capabilities. It also includes marketing tools that can be beneficial to agents searching for a full-service system with lead-generating services.

Properbase’s user interface is modern and sleek, and the system is easy to use. It’s simple to find and add new leads and manage current clients.

The software’s features include the following:

• Client & Property Management
• Lead Management & Nurturing
• Customizable CMA & Reports
• Transaction Management
• Team Collaboration
• Website Integration

Advantages:

• Flexible and scalable to grow with your business
• All-in-one platform for real estate websites, lead management, etc.
• Built-in marketing tools
• Transaction management capabilities

Disadvantages:

• Steep learning curve
• No live chat support
• Expensive pricing

Pricing: Individual agents and small to midsize teams will use the GO Edition (starting at $399 per month for five users) of Salesforce, while brokerages with over ten workers will utilize the Salesforce Edition (starting at $799 per month for ten users).

The main distinctions between the two versions are the minimum number of licenses required, the intended users, and modification possibilities. Contact their sales staff to get a demonstration or learn more about volume discounts.

8. Elevate

Elevate is a customer relationship management (CRM) and marketing platform created as an ecosystem through which Realtors may connect, customize, and automate their marketing efforts, resulting in more clients, higher conversion rates, and ultimately more transactions. It was founded in 2016 by seller Elm Street Technology and had its base in Texas, USA.

Elevate isn’t simply a CRM. The majority of the competitors in this market concentrate almost entirely on their CRM dashboard and contact management as their primary offering. Elevate’s strategy is to see its whole system as a single unit.

This program provides a single contact for client communication, marketing, and lead generating. It enables the development of IDX websites, social media management, email marketing campaigns, lead generation, and monitoring statistics. You’ll also get tools for maintaining an online presence through numerous channels and techniques for connecting with your leads more efficiently.

It has a user-friendly and easily understandable interface. The software is also highly customizable, allowing you to change workflows, automation, and features to match your needs better. You can even integrate it with other platforms that you’re already using.

Elevate offers a wide range of features, including the following:

• Contact & Lead Management
• Email & Text Messaging
• Single Sign-On (SSO)
• Document Management

Advantages:

• User-friendly interface
• Highly customizable
• Integrates with other platforms
• It offers a wide range of features

Disadvantages:

• Incomplete services
• Unreliable lead generation features
• On-boarding issues and challenges

Pricing: Elevate offers six price packages. They charge a one-time onboarding fee of $500 to help set up the MLS and websites and have them all running in the Elevate systems. The CRM feature starts at $49/month.

9. Top Producer

Top Producer CRM by Top Producer is a cloud-based real estate customer relationship management (CRM) software for brokers and teams. It was founded in 1982 and is headquartered in Richmond, Canada.

This tool is ideal for real estate professionals who want access to real-time market information that they may share with potential customers. It has many important tools, including MLS property insights, real-time industry data, social insights, and email marketing. It’s perfect for real estate professionals looking for up-to-the-minute market data to help them make informed decisions and better serve their clients.

It is an ideal CRM tool for real estate professionals who want access to real-time market information that they may share with potential customers. 

Top Producer’s user interface is modern and sleek, making it easy to navigate and use. The program may also be customizable, allowing you to modify processes, automation, and functions better to suit your requirements.

Top Producer offers a wide range of features, including the following:

• Commission Management
• Client-Property Matching
• Critical Date Alerts
• Website Management
• Third-party integrations

Advantages:

• Integration with real estate apps like Realtor.com
• Has Market Snapshot feature
• It has a social insights tool

Disadvantages:

• Advance features are only available in higher-priced plans
• Lacks transaction enabling tool
• No free trial or free plan

Pricing: Top Producer pricing covers a wide range, from $54 to $94.50 per month. All plans include vital functions such as 360-degree customer views, MLS insights, and built-in texting. It does not have a free program available, but interested users may sign up for a 30-day trial period for $60.

10. Market Leader

Market Leader is a cloud-based real estate CRM software for individual agents and teams. It was founded in 1999 and is headquartered in Bellevue, WA.

It includes lead generation, website design and development, client relationship management (CRM), and marketing automation in one platform. It’s ideal for agents and teams seeking a highly functional website that can produce leads while expanding their company.

Market Leader CRM stands out from other real estate CRM platforms because it offers an all-in-one solution that includes lead generation, website design and development, CRM, and marketing automation.

It’s also notable for its ease of use—its user interface is modern and sleek, making it easy to navigate and use.

Some of Market Leader’s top features include the following:

• Opportunity and pipeline management
• Forecasting and Reporting
• Website Development
• Client Relationship Management
• Marketing Automation

Advantages:

• An industry leader in lead generation
• Robust website integration for advanced lead tracking
• Complete marketing suite for automation and integration

Disadvantages:

• Lacks some features that are standard in other CRMs
• Limited analytics and tracking
• No social media integration

Pricing: Market Leader offers easy-to-understand pricing plans. For $139 a month, you get all-inclusive access to a website, CRM, and marketing center. Individual tools are not available on a la carte basis. A six- or 12-month contract is necessary.

Depending on your area, the fee is $25 or more for each real estate lead.

How do I Choose a CRM for Real Estate?

Whether you’re a new real estate agent trying to keep track of all of your new contacts or a seasoned pro wanting to switch over to a better CRM, having a good customer relationship management (CRM) solution is critical in today’s market. Here are some pointers for finding the best CRM for real estate:

• Identify your needs -It’s critical to figure out precisely what you want from a CRM solution before you buy it. There are CRM systems that offer an all-in-one solution, while others allow you to customize your needs. Consider the processes, features, and budget that you have to avoid wasting time, effort, and money with a system that you cannot use.
• Try Out Free Trials – Most CRM providers offer free trial periods ranging from one week to ninety days. The longer the free trial, the longer you’ll have to examine all of a CRM’s features, quirks, benefits, and shortcomings –and the less likely you’ll be stuck with a solution you despise.
• Opt for Simple and Lightweight Solutions – The ideal CRMs balance usefulness and beauty, providing just enough useful features without making the user interface hard to navigate. Evaluate a CRM’s user interface by looking at the company’s mobile apps and solutions. The firm probably has its UI priorities in order; if they’re weak or non-existent, it may signal complex desktop software.
• Consider Cloud-Based Solutions – Besides being accessible from anywhere and easy to set up, cloud-based solutions are often more affordable than traditional software since you don’t have to worry about hosting fees or complex installation procedures.
• Focus on Integrations and Compatability – You must select a CRM compatible with the tools you already use. If your website uses IDX to interact with your MLS, you’ll want a CRM that supports it; otherwise, you’ll have to input your clients’ information multiple times in various locations.

How can CRM be Used in Real Estate?

The flexibility and simplicity of CRM software are unparalleled; it allows you to manage your real estate company from one system no matter where you are since the data is kept in the cloud. Software packages offer various features. You can use CRM in real estate through the following:

• Desktop and mobile CRM solutions – You have the freedom to access real estate CRM systems on your desktop and mobile devices at any time of day or night. It means you can communicate with clients quickly and look for houses on the move.
• One-stop information database – Agents can keep track of properties, find them, and attract and communicate with possible, current, and past customers by utilizing a CRM.
• Contract and transaction management -Real estate CRM software manages contract uploads and transaction deadlines and gives people involved in the deal access to see the documents and ask questions.
• Manage current and future real estate leads – With a CRM, you can keep track of prospective clients and communicate with them as they reach their anticipated purchase date.
• Manage real estate marketing campaigns – Aside from that, many CRM software programs let you keep track of your campaign types and see the associated information to quickly determine which ones are effective for your business.
• Track homes and stay current -You won’t need to visit many real estate websites if you use a CRM system. Instead, many CRM systems seamlessly bring those sites into the program.

What are the other Industries that can Use CRM?

CRM’s role in the modern workplace is to increase sales, collaboration, and customer satisfaction through sophisticated data management. While all industries may benefit from CRM, how each sector uses it and gets benefited from it may differ significantly from company to company.

Here are the other industries that take advantage of the features and benefits of CRM solutions:

• Retail Industry – CRM is used to manage customer data, create loyalty programs, and track sales outcomes in the retail industry.
• Banking and Finance – Banks and financial institutions use CRM systems to assess risks better, keep track of investments, and improve customer service.
• Healthcare – In the healthcare industry, CRM manages patient records, streamlines administrative tasks, and improves communication between patients and providers.
• Telecommunications – Telecommunications companies use CRM systems to manage customer data, track sales outcomes, and improve customer service.
• Financial Services – Financial services firms use CRM to manage customer data, track sales outcomes, and improve customer service.
• Hotels – The hospitality industry is a significant customer relationship management (CRM) user. Hotels, in particular, make extensive use of CRM software. Hotels may keep track of their clients and potential customers with effective CRM solutions.

The above list is not exhaustive, but these are some of the most popular applications for CRM in different industries.