Lead management and nurturing is perhaps the second most important job for a real estate agent after lead generation. The real estate customer relationship managers (CRMs) software is where your leads live, and where you turn relationships into closing deals.
The modern CRM is expected to do more than be a glorified Excel file. We are 100% in the cloud, now. We’re also on the go, so a good CRM for real estate agents needs a mobile app. They handle our email marketing, and sometimes transaction management, offline print advertising, and brokerage/team management.
Here is a list of what I believe is the best CRM for real estate agents depending on your needs.
Top CRM Software for Real Estate
Follow Up Boss
CRM software company, Follow Up Boss, is known for its marketing focus on teams and brokers. It offers a great all-around solution for individual agents and organizations alike, and is a first-in-class user experience. If you're concerned about agent adoption, Follow Up Boss is a strong contender.
HubSpot
View Other Real Estate CRMs HubSpot is an enterprise CRM. The basic CRM is free, but features add-ons for marketing, sales, customer service, and even a
Insightly
Use Insightly if… Insightly is a modern, easy-to-use business CRM with a free basic plan. It features integrations to numerous business apps and a customizable dashboard
IXACT Contact
IXACT Contact is a real estate CRM oriented toward the agent who focuses on emails, drip campaigns, and even snail mail to cultivate their relationships. It
Keap
View Other Real Estate CRMs Keap (formerly called Infusionsoft) is a powerful small business CRM that features highly customizable workflows that you can adapt to your
LionDesk
LionDesk has a large toolset to choose from when it comes to real estate, including video texting, autoresponders, yard sign texting, and a power dialer. Each of these tools has its own strengths and weaknesses, but together they provide a comprehensive suite of real estate tools. Whether you're using LionDesk's own tools or integrating them with your own software, LionDesk has plenty of options to fit your needs.
Pipedrive
Pipedrive is a large and growing CRM company targeting small businesses and professionals. While not designed specifically for real estate, its CRM is very easy to
Propertybase
View Other Real Estate CRMs Propertybase is coming off its recent acquisition by Boston Logic and merger with Back Office (formerly called Backagent). The three tools
RealtyJuggler
Many people in the real estate industry have likely heard of RealtyJuggler. It's the cheapest real estate CRM on the market, and it's only $99/year. It has a lot of features and basic functionality, which is cheaper than all the other options.
Realvolve
Realvolve is a powerful CRM that allows agents to work more efficiently and follow up on transactions more effectively. It is one of the newer CRM options, making it a great choice for agents who are dissatisfied with the legacy CRMs available.
Salesforce
View Other CRMs Salesforce is the global leader in CRMs. They are a top choice for enterprise-level businesses with tons of customizability and flexibility. They have
Top Producer
Many agents and businesses rely on Top Producer as their go-to CRM. But it's been around for a while and isn't as up-to-date as newer CRMs. If you value drip campaigns, marketing materials, and market snapshot features, it's worth considering Top Producer.
Wise Agent
Wise Agent is a simple CRM platform that is easy to use and has all of the basic CRM functions. It doesn't overthink anything, and their landing pages are easy to build and implement into a simple Facebook or Google AdWords campaign.
Zoho
View Other Real Estate CRMs Zoho is a large, international CRM company that produces a CRM teeming with features. The basic version is completely free. Their
More Real Estate CRMs
Other real estate CRMs include:
- Basean
- Big Purple Dot
- Brian Buffini
- E-Way CRM
- iMax CRM
- IXACT Contact
- Kingston Lane
- Lead Mailbox
- Perfect Storm
- Propertybase
- REthink CRM
- Seize the Market
- Xcelerate CRM
CRMs that are all-in-one complete platforms I categorize separately. These are generally much more expensive team or brokerage solutions with websites, marketing features, transaction management, tools, and more, including:
Also, there are powerful CRM solutions that are not real estate specific but are still used successfully by agents, teams, and brokerages, such as:
- Cloze
- HubSpot CRM
- Salesforce
- Freshsales
- Keap
- Insightly
- LeadMailbox
- Pipedrive
- SugarCRM
- Total Expert
- Velocify
- Zoho
FREE Real Estate CRMs
Several CRMs have free plans you may find worthwhile to get started.
Final word
I’ve profiled these 8 CRMs not because they are the most popular, but because I think each has something to offer. The right real estate CRM software for you depends on your business model and personal tastes.
Most offer a free trial, and my recommendation is to use it! It takes no time at all to setup a new account, and you will probably know within about five minutes if the interface is something you enjoy or not. Take them for a test run!
Ultimately, changing your CRM is something every agent does eventually, so don’t sweat your decision too much. Dive in. Try to make it work. And if it doesn’t, you can try a different way.
