The Best CRM For Real Estate

In today’s digital era, where the real estate industry is becoming increasingly competitive, it is crucial for realtors to leverage technology to stay ahead.

One powerful tool that has revolutionized the way real estate professionals manage their business is Customer Relationship Management (CRM) software.

A CRM system helps realtors streamline their operations, improve customer interactions, and ultimately boost their success in the industry.

In this blog post, we will explore the significance of CRM in the real estate sector and discuss why realtors should embrace this technology. Furthermore, we will present a curated list of the best CRM solutions available for real estate professionals.

What Is A CRM In Real Estate?

In the real estate industry, where relationships and effective communication are paramount, Customer Relationship Management (CRM) plays a vital role.

A CRM system is a software solution designed to help real estate professionals streamline their operations, manage customer interactions, and organize valuable data.

It serves as a centralized hub where realtors can store and access essential information about their clients, leads, properties, and transactions.

 

Key Features And Functionalities Of A Real Estate CRM

1. Contact and Lead Management:

A CRM allows realtors to manage their contacts and leads in a structured manner efficiently.

It enables them to capture and store contact details, track lead sources, assign leads to agents, and set reminders for follow-ups.

2. Communication and Interaction Tracking:

CRM software helps real estate professionals maintain a comprehensive record of their interactions with clients and prospects.

This includes tracking emails, calls, meetings, and property showings, ensuring that no important communication is overlooked.

3. Property and Listing Management:

With a CRM, realtors can easily manage property listings, including property details, photos, virtual tours, and documents.

It enables them to update property statuses, schedule open houses, and track property inquiries and offers.

4. Task and Appointment Management:

CRM systems provide real estate professionals with tools to organize their tasks, set reminders, and manage appointments effectively. This ensures that no deadlines are missed and that all important activities are prioritized.

5. Document and Transaction Management:

Real estate transactions involve numerous documents and paperwork.

A CRM allows realtors to store and manage these documents securely in one central location. It ensures easy access, simplifies document sharing, and helps track transaction progress.

6. Reporting and Analytics:

CRM software provides valuable insights through reporting and analytics features. Realtors can generate reports on key performance indicators, track sales metrics, analyze lead conversion rates, and identify areas for improvement.

These insights help realtors make data-driven decisions to optimize their business strategies.

Why Should Realtors Use a CRM?

 

1. Enhanced Customer Relationships:

A CRM system enables real estate professionals to provide personalized and timely communication to their clients.

By having a holistic view of client interactions and preferences, realtors can deliver a tailored experience, build stronger relationships, and foster client loyalty.

2. Improved Efficiency and Productivity:

With a CRM, realtors can automate repetitive tasks, such as data entry and follow-up reminders. This frees up time, allowing them to focus on high-value activities like lead conversion, client servicing, and strategic planning.

The streamlined workflow and task management features contribute to increased efficiency and productivity.

3. Effective Lead Management:

CRM software helps real estate professionals capture, track, and nurture leads effectively. It ensures that no potential opportunity slips through the cracks and provides realtors with a systematic approach to converting leads into clients.

By maintaining consistent communication and engagement, realtors can increase their chances of successful conversions.

4. Data Organization and Insights:

The data stored in a CRM system is a valuable asset for real estate professionals. By organizing and analyzing this data, realtors can gain insights into market trends, client preferences, and sales performance.

These insights enable informed decision-making, targeted marketing campaigns, and optimized business strategies.

Top Real Estate CRM Software For Real Estate Professionals

Below are the six best Real Estate CRM software for real estate agents:

1. REsimpli

REsimpli is an all-in-one real estate CRM system that aims to streamline business operations, optimize sales processes, and help your business grow. The platform has all the necessary features for a real estate company, and it also prides itself on its customer support, which resolves problems promptly and effectively. 

Key Features

• Campaign Automation: REsimpli enables users to automate their marketing campaigns within the platform, allowing for a consistent inflow of prospects. 

• List Stacking: List Stacking helps users find the most motivated sellers by applying relevant tags to compiled lists. Real estate professionals widely use this feature, and REsimpli has it built in. 

• Phone System: As soon as users enter the system, REsimpli’s built-in phone system allows them to instantly connect to their leads and clients.. Most CRMs lack this feature, which costs extra. 

• Pipeline Organization: REsimpli’s pipeline organization system allows you to have a visually appealing setup for everything in your business, from sales processes to employee tasks for the day.

• KPI Tracking: REsimpli’s built-in KPI tracking helps you obtain information from various marketing channels. These results can help you determine how an entire marketing campaign is doing compared to others, ultimately allowing you to make more data-driven decisions.

• SEO Buyer and Seller Websites: REsimpli provides users with both buyer and seller websites that are high-converting & SEO optimized. These pre-built websites help users put their information onto the websites quickly, and get their business online without wasting time. 

• One-on-One Live Zoom Call: REsimpli differentiates its customer support system from other platforms by providing the ability to join a live Zoom call with staff. Alongside the typical texting and emailing support staff, the Zoom call allows you to get your issues solved ASAP.
• Team Management: REsimpli provides a variety of time management tools, including calendar scheduling, task assignments, task reminders, and employee time logs. This makes everyone aware of what they need to do daily, making the workflow much more streamlined.

Pricing

REsimpli offers 3 pricing plans: “Basic” at $99/month, “Pro” at $199/month, and “Enterprise” at $499/month. All of these REsimpli plans come with a 30-day free trial to help you get started. 

Pros:

• Provides one-on-one live Zoom call support to help users deal with their issues/bugs instantly.
• Has a very user-friendly interface, making the learning curve for the platform very short.
• Offers free onboarding calls and also has resources available on the platform at all times.

Cons:

• No self-service cancellation option; customers should contact support for assistance
• Occasional requests to upgrade for extra features.

2. Wise Agent

Wise Agent is a leading CRM solution dedicated to innovating and developing the best CRM in the real estate industry. With a strong emphasis on customer support, Wise Agent aims to provide real estate professionals with a single platform to run and organize every aspect of their business efficiently.

Key Features

• Contact Management: Wise Agent offers robust contact management capabilities, allowing realtors to store and organize client and lead information in a centralized database. It provides easy access to contact details, communication history, and client preferences.
• Lead Automation: The CRM includes tools for lead automation, enabling real estate professionals to capture and manage leads effectively. It streamlines lead distribution, follow-up tasks, and automated email and text message campaigns.
• Transaction Management: Wise Agent simplifies transaction management by providing features to track and organize all transaction-related information. It allows realtors to manage deadlines, store transaction documents, and collaborate with clients and team members.
• Marketing: The CRM offers marketing features such as email marketing campaigns, newsletter creation, and social media integration. Realtors can create and automate targeted marketing campaigns to nurture leads and engage with clients.
• Landing Pages: Wise Agent provides customizable landing page templates, allowing realtors to create professional and visually appealing pages to capture leads and showcase properties.
• Conversations: The CRM includes communication tools to streamline conversations with clients and leads. It offers email and SMS texting directly from the app, ensuring efficient and convenient communication.
• Team Features: Wise Agent offers collaboration features for teams, allowing real estate professionals to delegate tasks, assign leads, and share information within their teams.
• Time Management: The CRM provides tools for task management, calendar scheduling, and reminders. It helps realtors stay organized and ensures that important deadlines and appointments are not missed.
• Software Tools: Wise Agent integrates with various software tools to enhance functionality. It supports integrations with popular platforms such as Google Suite, Zapier, and Mailchimp.

Pricing

Wise Agent offers three pricing plans: Monthly at $32, Annual at $326, and Custom Enterprise for larger teams or agencies. The pricing plans provide access to all the core features of the CRM.

Pros:

• SMS texting directly from the app allows realtors to communicate with clients conveniently.

• A/B testing through strong email automation options, enabling realtors to optimize their email marketing campaigns.

• Offers strong value for money with its comprehensive feature set and reasonable pricing plans.

Cons:

• The interface may be considered weak compared to some other CRM options, which may affect user experience.

• Some advanced features may require integrations with external tools that other CRM solutions offer out of the box.

 

3. Propertybase

Propertybase is a CRM solution that believes in the power of complete connectivity between brokers, agents, and consumers in the real estate industry. They are dedicated to building the most tightly integrated platform available in the market today. Propertybase aims to provide real estate professionals with a comprehensive and seamless CRM experience.

Key Features

• Automatic Follow-Up: Propertybase offers automatic follow-up capabilities, allowing realtors to nurture leads and stay engaged with clients through automated email campaigns, reminders, and notifications.

• Simplify Listing Management: CRM simplifies the management of property listings. Realtors can efficiently organize and update property details, photos, virtual tours, and documents within the software.

• Valuable Insights and Analytics: Propertybase provides valuable insights and analytics features, enabling real estate professionals to track key performance indicators, analyze sales data, and gain insights into market trends and client behavior.

• Email Marketing: The CRM includes email marketing functionalities, allowing realtors to create and automate email campaigns to engage with clients, share listings, and nurture leads.

• Business Reporting: Propertybase offers comprehensive business reporting tools. Realtors can generate reports on sales performance, lead conversion rates, marketing effectiveness, and more to make data-driven decisions and measure success.

Pricing

Propertybase does not provide specific pricing plans on its website. To obtain detailed pricing information, you may contact their support team directly.

Pros:

• Propertybase offers many more features compared to most CRM options available in the market.
• Built-in MLS interface allows realtors to access and utilize MLS data directly within the software, streamlining the listing management process.
• Advanced lead scoring capabilities that can be customized to prioritize and evaluate leads based on specific criteria.

Cons:

• Propertybase can be considered relatively expensive compared to other CRM options, making it less accessible for smaller businesses or independent realtors.
• No readily available free trial, which makes it challenging for potential users to test the software before committing to a purchase.
• Texting and in-app dialing functionalities are add-ons that may require additional costs for users who require these communication features.

 

4. Top Producer

Top Producer is an all-in-one business management platform designed to help real estate professionals build meaningful relationships, simplify daily tasks, and grow their businesses. With affordable lead generation, advanced automation, and smart follow-up technology, Top Producer offers a comprehensive solution for realtors.

Key Features

• Social Insights: The CRM includes social insights features, which enable realtors to gather valuable information about their contacts from social media platforms. This information can help personalize client interactions and tailor marketing strategies.
• MLS Property Insights: Top Producer integrates with MLS data, providing real-time property insights. Realtors can access detailed property information, market trends, and comparable property data to stay informed and provide accurate information to clients.
• Market Snapshot® Reports: Top Producer offers market snapshot reports, providing real estate professionals with comprehensive market analysis and updates. These reports help realtors stay informed about market trends and provide valuable insights to their clients.
• Automated Market & Listing Updates with Sold Data: The CRM automatically updates realtors with the market and listing information, including sold data. This feature helps realtors stay up-to-date with market changes and maintain accurate property listings.
• Lead Management & Routing: Top Producer offers robust lead management capabilities, allowing real estate professionals to capture, organize, and nurture leads effectively. It includes lead routing features to ensure leads are assigned and distributed efficiently within teams.
• MLS Boards: The CRM integrates with MLS boards, allowing realtors to access and search MLS listings directly within the platform. This integration streamlines the listing management process and provides real-time listing data.

Pricing:

Top Producer offers different pricing plans:

1. Pro: $109 per user/month
2. Pro + Leads: Starting from $359 per month
3. Pro + Farming CRM plus AI-powered farming & marketing: Starting from $399 per month

Pros:

• Email automation that can sync with your MLS, facilitating seamless communication with clients.
• Strong transaction management tools that provide comprehensive support throughout the real estate transaction process.
• Excellent lead management tools to capture, organize, and nurture leads effectively.

Cons:

• It’s important to evaluate the pricing plans and features to ensure they align with individual business needs and budget considerations.

 

5. Salesmate

Salesmate is a highly regarded CRM solution for realtors, designed to help them sell more properties, enhance team productivity, and cultivate lasting customer relationships. Trusted by over 5000 teams worldwide, Salesmate offers an award-winning CRM platform that caters specifically to the needs of real estate professionals.

Key Features

• Built-in Calling, Emails, Texts, and Meetings: Salesmate provides seamless communication capabilities, allowing realtors to connect with leads through built-in calling, emails, texts, and meeting schedules. This integrated approach streamlines communication and keeps all interactions in one place.

• Best-in-class Pipeline Management: Salesmate offers a comprehensive pipeline management feature that enables realtors to create custom sales pipelines and gain full visibility into each deal’s customer journey. It provides a clear overview of the sales process and helps track progress and deal stages effectively.

• Drag-and-drop Automation Journey Builder: With Salesmate’s drag-and-drop automation journey builder, realtors can drive highly personalized campaigns in minutes. This feature simplifies the process of creating automated workflows and ensures tailored communication with leads and clients.

• iOS & Android Mobile Apps: Salesmate offers user-friendly and feature-rich mobile apps for iOS and Android devices. These apps provide realtors with seamless access to vital CRM data on the go, enabling them to connect with leads and manage tasks anytime, anywhere.

Pricing

Salesmate offers pricing starting at $12 per user per month.

Pros:

• Gmail Integration: Salesmate integrates seamlessly with Gmail, allowing realtors to manage emails directly within the CRM platform.
• Automation: The CRM offers powerful automation capabilities, enabling realtors to streamline repetitive tasks and workflows, saving time and improving efficiency.
• Amazing Support: Salesmate is known for providing excellent customer support, ensuring that realtors receive timely assistance and guidance whenever needed.
• Clear Interface: The CRM features a clear and intuitive interface, making it easy for realtors to navigate and use the platform effectively.
• Custom Dashboards: Salesmate allows users to create custom dashboards, providing realtors with personalized insights and analytics tailored to their specific needs.
• Team Management: Salesmate offers team management features, allowing real estate teams to collaborate, delegate tasks, and track individual and team performance.

Cons:

• Workflows could Use Upgrading: Some users may find the workflow capabilities of Salesmate in need of improvement, potentially requiring more advanced options for automation and customization.

• Cost of Calls is Relatively Higher: While Salesmate provides built-in calling features, the cost associated with calls may be relatively higher compared to other CRM options.

 

6. Follow Up Boss

Follow Up Boss is the top choice CRM for growing real estate teams and high-producing agents. With over 10 years of experience in the industry, Follow Up Boss empowers agents to deliver exceptional customer experiences at the speed and volume required by today’s real estate businesses.

Key Features

• Calling & Dialer: Follow Up Boss provides a calling and dialer feature that allows agents to make and receive calls directly within the CRM. This feature streamlines communication and ensures all interactions are logged and tracked.

• Texting: The CRM includes texting capabilities, enabling agents to send and receive text messages from within the platform. This functionality helps realtors engage with leads and clients through their preferred communication channels.

• Email: Follow Up Boss offers integrated email features, allowing agents to manage email communication seamlessly within the CRM. This feature ensures that all email correspondence is easily accessible and tied to specific contacts.

• Mobile Apps: Follow Up Boss provides mobile apps for iOS and Android devices. These apps allow real estate professionals to access the CRM on the go, enabling them to stay connected, manage leads, and respond promptly, even when away from the office.

• Team Inbox: Follow Up Boss includes a team inbox feature that centralizes all team communication within the CRM. It facilitates collaboration and ensures that team members are aligned and informed about client interactions.

• Lead Distribution: The CRM offers lead distribution capabilities, enabling teams to assign and distribute leads among team members efficiently. This feature ensures a fair and organized lead distribution process within the team.

Pricing

• Grow: Full-featured CRM for solo agents and small teams, priced at $69 per user/month.

• Pro: Advanced tools for ambitious teams chasing massive growth, priced at $499 for up to 10 users/month.

• Platform: Enterprise-class CRM for big teams and brokerages, priced at $1,000 for up to 30 users/month.

Pros:

• Great for Integrating with Other Systems: Follow Up Boss offers seamless integration capabilities, allowing real estate professionals to connect with other systems and tools they use for their business.

• Makes Lead Management Easier: The CRM provides robust lead management features, making it easier for agents to organize, track, and nurture leads throughout the sales process.

• Excellent Training Modules: Follow Up Boss offers comprehensive training modules and resources, ensuring that users have the necessary knowledge and support to maximize the benefits of the CRM.

Cons:

• The price is a little higher than some other CRMs: Compared to other CRM options, Follow Up Boss may have a higher price point, which could be a consideration for businesses on a tight budget.

• It’s not an all-in-one platform: Follow Up Boss primarily focuses on CRM functionalities and may require integration with other tools or systems for additional functionalities such as marketing automation or transaction management.

 

7. Realvolve

Founded by Dave Crumby, Realvolve aims to provide a powerful and adaptable CRM solution. Realvolve’s Workflow Platform offers a flexible solution for real estate professionals, enhancing productivity and efficiency for both brokerages and personal practices.

With the ability to handle common systems and more sophisticated, conditional-based workflows, Realvolve empowers teams to streamline their operations.

Key Features

• Internal & External Automated Communication: Realvolve facilitates automated communication both internally within the team and externally with clients and leads. This feature saves time and ensures consistent and timely interactions.

• Scalability: The Realvolve Workflow Platform is designed to accommodate the needs of growing teams and brokerages. It offers scalability to support expanding operations and the management of a larger client database.

• Insights via Admin Accounts: Realvolve provides team members with valuable insights through admin accounts. This feature enables team leaders and administrators to monitor and analyze team performance, helping to optimize workflows and increase overall productivity.

• Calendar and Tasks: Realvolve includes a calendar and task management system, allowing users to efficiently schedule and manage appointments, deadlines, and important tasks within the CRM.

• Integration with Google Apps and Evernote: Realvolve seamlessly synchronizes contacts, calendars, and tasks with Google Apps, providing real estate professionals with a unified view of their schedules and tasks. Additionally, notes can be synchronized with Evernote, ensuring easy access to important information.

Pricing

• Basic: $94 per month
• Accelerate: $99 per month
• Navigator: Contact Realvolve for more information
• Concierge: Contact Realvolve for more information

Pros:

• Realvolve stands out with its robust workflow capabilities, including task reminders and the ability to segment the database based on specific criteria. This enhances organization and automation within the CRM.

Cons:

• Realvolve may have a steeper learning curve compared to other CRM options. Users might require some time and effort to become proficient in navigating and utilizing the platform effectively.

FAQs

What CRM Do Real Estate Agents Use?

Real Estate agents commonly use CRM systems such as Wise Agent, Propertybase, Top Producer, Salesmate, Follow Up Boss, and Realvolve.

What Percentage Of Realtors Use A CRM?

The percentage of realtors who use a CRM varies, but it is estimated that around 50-60% of realtors use a CRM for managing their client relationships and business operations.

How Much Does A Real Estate CRM Cost?

The cost of a real estate CRM can vary depending on the features, functionality, and provider. On average, real estate CRMs can range from $20 to $500 or more per user per month, depending on the specific needs and requirements of the real estate business.

Who Uses CRM Software?

CRM software is used by various businesses and industries across the globe. It is commonly used by sales teams, marketing departments, customer service teams, and professionals in industries such as real estate, retail, finance, healthcare, technology, and more.

How Do I Choose A Good Real Estate CRM?

To choose a good real estate CRM, consider the following factors:

• Features: Look for essential features like contact management, lead automation, transaction management, marketing tools, and integrations with other systems you use.

• Ease of Use: Opt for a CRM with a user-friendly interface and intuitive navigation to ensure quick adoption and efficient usage.

• Customization: Consider a CRM that allows customization to match your specific workflows and business requirements.

• Mobile Accessibility: Choose a CRM with mobile apps or responsive design to access your data on the go.

• Integration Capabilities: Ensure the CRM integrates with other tools you use, such as email marketing, MLS systems, or accounting software.

• Customer Support: Check the availability and quality of customer support provided by the CRM vendor.

• Pricing: Consider your budget and compare pricing plans, including any additional costs for add-ons or extra users.

• User Reviews and Reputation: Research user reviews and testimonials to gain insights into the CRM’s performance and customer satisfaction.

Best CRM For Real Estate: Bottom Line

CRM software is an essential tool for real estate professionals. It enables them to efficiently manage client relationships, automate tasks, streamline workflows, and ultimately grow their business. By utilizing a CRM, realtors can centralize their client data, track interactions, and provide personalized experiences to their clients.