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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.
$69+/mo. Follow Up Boss focuses its marketing on teams and brokers. It is one of the most highly regarded CRMs, and is a great and resourceful all-around solution for individual agents and organizations alike. It is first-in-class for usability, and is a strong contender if agent adoption is your major software concern.
BEST VIDEO TOOLS
$99+/mo. LionDesk has a large sampling of different real estate tools to play with, including video texting, autoresponders, yard sign texting, and a power dialer. Individually, these tools probably aren’t as robust as software dedicated to these categories, but it might work great for an agent who doesn’t want to have to coordinate a half dozen different software. Plus, it has plenty of integrations if you want to use your own software instead (e.g. Mojo Dialer instead of the LionDesk dialer).
$74+/mo. Realvolve is a little bit different than most real estate CRMs. It is laser focused on workflows, which makes it a powerful follow-up system and transaction management software. It is one of the newer CRM options, born from agents dissatisfied with the current offerings of they legacy CRMs.
BEST ALL-AROUND FOR INDIVIDUAL AGENTS
$32+/mo. It is a very simple platform with all your basic CRM functions. It doesn’t overthink anything, and is easy to add customer information, transaction checklists, and more. Perhaps Wise Agent’s standout feature is their landing pages, which are easy to build and implement into a simple Facebook or even Google AdWords campaign.
$179/yr. Many folks in the industry have probably heard of RealtyJuggler, probably the most affordable real estate CRM on the market at just $99/yr ($8.25/mo). In spite of the bargain basement price that is cheaper than all the alternatives, RealtyJuggler actually has a lot of usable features and basic functionality as a CRM software.
$60+/mo. Top Producer has been one of the most widely used CRMs for a long time, which many agents, coaches, and brokerages leaning on it for their own business. But it hasn’t changed much in several years, giving newer, upstart and innovative CRMs a chance to steal its market share. It is still worth consideration, especially for agents who value drip campaigns, marketing materials, and the market snapshot feature that helps keep homeowners engaged long after the transaction.
Other real estate CRMs include:
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:
Several CRMs have free plans you may find worthwhile to get started.
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.