15 Best Real Estate CRM Software in 2024

A real estate agent deals with a stack of customer interactions every day – analysing clients’ requests, organising  house viewings, drafting and approving agreements and contracts, and much more. All these tasks can quickly become a real headache without a solid system to sort out customer data and streamline engagement. Luckily, that’s where real estate CRM (Customer Relationship Management) software comes in.

In this article, we’ll dive into the many benefits of CRM for real estate, highlight the key CRM for the real estate industry, and list the top 15 real estate CRM solutions to help you find the best fit for your business.

What is Real Estate CRM?

Real estate CRM (Customer Relationship Management) software is a platform that acts as a central hub for all your customer and prospect info, helping you organise and automate your interactions. It smooths out sales processes, tracks and organises property listings, and improves customer service.

With a CRM, you can manage the whole customer journey, giving your clients a more personalised and smooth experience.

Why Real Estate Agents Need a CRM?

A real estate CRM is a must-have tool for a thriving business. While a small real estate agency might manage everything with spreadsheets and emails, it gets unsustainable as you take on more clients. Mistakes and communications delays happen, and onboarding new staff becomes a nightmare without a central info hub.

A real estate CRM helps sort out hasless by making your daily operations easier and providing real estate CRM tools to boost customer satisfaction. It’s a win-win for you and your clients, ultimately giving your business a real boost.

For example, a real estate CRM gives you a solid customer database. The software checks out their demographic and psychographic data, helping you create an automated, personalised email campaign to keep your relationships strong. With a real estate CRM, you can handle tasks like this in no time, ensuring you stay in touch with your clients and keep them coming back. Plus, the real estate CRM tracks and analyses your email campaigns, giving you data-driven insights to improve your marketing efforts and fine-tune your strategy.

Overall, a real estate CRM helps agents boost their productivity, build stronger relationships, close more deals, and grow their business.

CRM Features Vital for Real Estate Agents

In this section, we’ve rounded up a list of essential CRM features for supporting real estate activities. Some are standard like sales pipeline management, while others, like referral tracking, might be missing from a non-specialised CRM platform. When picking a CRM tool for your real estate agency, make sure it comes with these features or lets you add them through no-code customisation and integrations.

Contact management

A CRM should let you handle detailed contact management, storing client info, communication history, preferences, and keeping track of engagement.

Pipeline management

A top-notch CRM solution should offer pipeline management tools that fit the real estate industry, letting agents track leads, deals, and transactions through every stage - from prospecting and property viewing to offer negotiation and closing.

Workflow automation

Automation features should make follow-ups and scheduled communications easy, and also smooth out routine tasks like getting proposal approvals.

Task management

Having solid task management capabilities is essential for agents to keep things in order - assigning tasks, setting deadlines, and tracking progress. For example, CRM Creatio offers tools for sales managers to oversee sales reps’ work and assign them new prospects, ensuring no critical tasks or client interactions slip through the cracks.

Transaction and contract management

When it comes to  real estate transactions, there’s a mountain of documents, contracts, and deadlines to handle. A top-notch CRM platform should support invoicing processes, contract management, and document storage. This means handling everything from generating invoices and managing contracts to  tracking payments and storing legal documents linked to property transactions.

Referral tracking

Plenty of estate agents rely on referrals for new business. CRM systems can track referrals and give insights into which clients are bringing in the most business. This info can help incentivise word-of-mouth marketing and build stronger relationships with clients who actively recommend the agent's services.

AI tools

AI-driven features like predictive analytics, lead scoring,  and intelligent insights can step up decision-making, spot trends, and personalise client interactions. For example, AI can analyse client behaviour to recommend properties that align with their preferences.

A mobile access

Considering how much time real estate agents spend out of the office, having  access to a CRM on the go is a must. A mobile app allows agents to swiftly update customer data while they’re out handling the open house viewings and property showings.

Integration

Seamless integration with other real estate tools and platforms, like property listings and accounting software, is crucial for keeping data consistent and workflows efficient. Make sure the CRM you choose has connectors to popular real estate software.

Customisation

Customising your CRM lets businesses tweak every aspect of their CRM system to suit industry-specific requirements. Being able to customise dashboards, data fields, and workflows boosts productivity and operational efficiency.

Analytics and reporting

Robust  analytics and reporting capabilities offer valuable insights into sales performance, lead conversion rates, marketing ROI, client engagement metrics, and help  agents and management make informed, data-driven decisions.

15 Best Real Estate CRM Software Providers

Here’s a rundown of the top 15 real estate CRM platforms that offer a range of  tools to support real estate agents. Some are specifically tailored for the real estate industry, while others have a broader market focus. However, their reviews suggest they offer all the essential tools for real estate professionals.

1. Creatio

Creatio offers a full-on CRM platform that handles everything from start to finish in the customer journey. Its key strength is the ultimate flexibility and customisation of the no-code CRM. For real estate agencies after a CRM that fits like a glove with their unique flows, Creatio’s the go-to chance.

First up, the platform’s split into three main products: Marketing Creatio, Sales Creatio, and Service Creatio, that can be easily purchased separately. You can grab these separately, which means you’re only paying for the CRM tools that align with your requirements. Not wasted money on stuff you won’t even use.

On top of that, Creatio CRM runs on a no-code platform, meaning you can whip up new business apps without needing any coding skills. Using drag-and-drop components and composable blocks and apps, you can easily create a new workflow to approve proposals, sort out customer support issues, or create marketing campaigns.

Additionally, Creatio Copilot, an AI assistant, can generate a prototype for a new business app, or a workflow based on your chat description. For example, a real estate agent can implement a new CRM function to track open houses and automatically notify clients whenever there's a viewing in their chosen area. Creatio Copilot can help you optimise sales processes by analysing the sales cycle, developing custom workflows, or building custom dashboards for sales, marketing, and service teams.

On top of all that, CRM Creatio packs a punch with a stack of top-notch features: lead scoring, pipeline management, sales forecasting, marketing campaign automation, case management, and contract management. CRM Creatio has everything you need to cover the entire customer journey, from launching the marketing campaign to quickly sorting out customers’ requests.

For real estate agencies, Creatio comes through with referral tracking tools  to keep tabs on how many referrals are coming in and spot the sources where those top-notch leads are originating. Plus, real estate agents also benefit from the solid compliance and security features like KYC.

Creatio's Marketplace has over 700 connectors to link your CRM with other software programs, including email services, accounting software, property management tools, and more.

And with CRM Creatio, you get top-notch business analytics that give you quick insights into your performance based on solid data. It’s perfect for fine-tuning your business strategy on the go. 

Key features

• One platform automating sales, marketing, and service workflows.
• Custom CRM with a library of composable apps and no-code tools for app development, workflow automation, and more.
• Real-time analytics, Gen AI tools, and machine learning capabilities.
• A transparent pricing model allows tailored functionalities without unnecessary costs.

Pricing

Creatio provides a flexible pricing structure. You can choose either the all-in-one CRM or individual products. The core no-code platform starts at $25 per user per month, and there's a free trial option.

2. Hubspot

HubSpot CRM is designed to grow with your business, making it easier at every step of the way. It’s packed with top-notch tools like email templates, call tracking, sales automation, and pipeline management.

You can automate tasks, set up a custom appointment scheduler, add live chat to your website, and seamlessly link up with your company's apps and tools through App Marketplace.

HubSpot CRM is part of Sales Hub and can be teamed up with Marketing Hub, CMS Hub, and Service Hub to do even more. It's the perfect choice for real estate agencies looking to scale efficiently while keeping all their operations streamlined. 

Key features

• Task automation for repetitive tasks
• Call tracking tools to log, track, and analyse phone calls with clients and prospects
• Email templates to quickly design marketing emails
• A free version of the platform

Pricing

Hubspot CRM offers a monthly subscription for a minimum of $1575 (includes 5 paid users).

3. Zillow Premier Agent CRM

The Zillow Premier Agent CRM is a good choice for real estate CRM that stands out for its access to the Zillow platform,  offering unique client insights. This feature lets agents tap into their clients' Zillow search activity, getting a solid read on their needs and preferences. Plus, Zillow provides a free mobile app, so agents can stay responsive to leads and manage their business smoothly, even on the move.

While the CRM handles essentials like tasks, custom notes, and reminders, it's designed to keep things simple, making it a great choice for smaller real estate agencies. It’s all about getting the job done without drowning you in fancy features.

One of the big pluses of Zillow CRM is the exclusivity it offers. Agents using this CRM get sole billing on their property listings on Zillow, cutting down on competition and boosting visibility with potential buyers.

But here’s the catch - Zillow CRM is limited to working with Zillow alone and doesn’t connect to other residential real estate websites. That might be a drawback for agents wanting broader platform connectivity.

Key features

• The access to client information and preferences on Zillow
• Exclusive listings on Zillow
• Task automation and reminders
• Contact management

Pricing

Zillow Premier Agent CRM is completely free.

4. REsimpli

REsimpli is a top-notch CRM designed specifically for real estate agents looking to lift their sales game.

With REsimpli, agents get powerful lead generation tools, custom newsletter templates, and mobile access for staying connected wherever you are. Plus, the platform serves up solid data analytics to track marketing ROI accurately, along with easy-to-create online forms for capturing leads and a wide range of mailer templates for pumping out standout marketing messages.,

REsimpli goes all out on contact management and slick  email communications, backing it up with automated drip campaigns to keep clients in the loop. 

Key features

• Advanced lead generation
• Comprehensive contact management
• Detailed listing insights

Pricing

The starting price for REsimpli is $99 per month for one user, the next tier costs $199 a month and supports 5 users.

5. Zoho CRM

Zoho CRM gives agents the tool they need to connect with customers seamlessly, no matter where they are. By linking up  with live chat software, email, and social media, you’ll get instant notifications whenever a lead or customer reaches out.

Zoho CRM offers real-time reports and insights, so you can easily access up-to-date data, wherever you are.

Additionally, Zoho CRM provides workflow automation, contact management, and deal tracking at every stage. You can set up a smooth sales process for your real estate agents, making sure every potential buyer gets a top-notch experience, no matter who they're dealing with.

Key features

• A free version of the platform
• Flexible pricing that offers various plan upgrades and add-ons
• AI-driven analytics provide insights into your performance
• A library of wide-ranging integrations

Pricing

Zoho's pricing starts at $20c per user/month.

Pro tip: When selecting a CRM provider, it’s wise to opt for one with local offices or implementation partners for better customisation aligned with your region's laws and regulations. It guarantees smooth integration of essential features, like rent agreements, that cater specifically for your requirements.

6. Pipedrive

Pipedrive offers a slick CRM experience with customisable pipelines that make sales tracking easier. It’s got handy features like reminders, Google Calendar sync, and task automation to keep you on top of your game when it comes to staying organised and hitting deadlines.

The visual sales pipeline makes deal management easier, letting users update contacts, create deals, and navigate the sales cycle effortlessly with a drag-and-drop interface. Plus, its mobile app means you’re sorted whenever you are.

On top of that, Pipedrive integrates smoothly with third-party systems like Asana, Trello, and Slack, so you can expand its functionality and compatibility with your existing workflows. All up, Pipedrive is a solid CRM choice for boosting sales efficiency and keeping your processes in top share.

Key features

• Deep integration into the Google suite of instruments
• Powerful sales management features and a visual depiction of the pipeline
• User-friendly UI

Pricing

The starting price is $15 per user/month

7. Zendesk

Zendesk is a top-notch platform designed to smooth out sales processes and ramp up customer relationships with its user-friendly interface. It packs in a heap of  features like contact and lead management, sales analytics, and workflow automation.

Check out its toolkit  - it’s got email tracking, automation, click-to-call functionality, call recording, sales scripts, and automated prospect searches using the Reach tool. This is gold for commercial real estate agents keen to link up with key stakeholders in other businesses by generating prospect lists based on criteria like company size, job title, and industry.

Key features

• Account and lead management tools consolidate essential info for efficient tracking
• Workflow automation for sales processes
• Pipeline analytics offer insights into lead conversion and sales performance
• Email automation enhances communication with timely and personalised emails.

Pricing

The starting price is $15 per user/month.

8. Agile CRM

Agile CRM might not be aimed directly at realtors, but it’s got a peak of features that are beneficial to their operations. You’ve got unlimited document storage, task management, document tracking, and appointment-setting capabilities, making it a ripper choice for small teams looking for user-friendly CRM software.

With Agile CRM, you can track leads in detail across every stage of the sales process, giving you a comprehensive view of your pipeline.

On top of that, Agile CRM lets you keep an eye on sales, marketing, and service activities all in a single platform, ensuring your clients have a smooth experience from initial contact. It integrates easily with social media networks, helpdesk solutions and apps like Gmail and Google Drive, boosting your overall efficiency.

Key features

• Comprehensive tools for document management
• Integrations with common business tools
• Easy-to-use collaboration tools

Pricing

There's a free version of the tool. The starting price is $8,99 a month.

9. Salesmate

Salesmate is a versatile CRM and automation platform that’s custom-built for sales, marketing, and customer service teams, with a solid customer base in the real estate sector.

It easily integrates with multiple sources, making sure leads flow straight into the CRM. Once leads are captured, Salesmate provides intuitive deal and pipeline management tools, plus all the essential communication features you need to nail those deals closed.

Additionally, Salesmate lets you automate routine tasks, communications, follow-ups, and marketing campaigns, making daily operations easier and pumping up productivity.

Key features

• Workflow automation, including follow-ups, emails, and marketing campaigns
• Robust sales pipeline management
• Lead management that covers multiple lead sources

Pricing

The starting price is $29 a month. A free trial is available.

10. Streak

If you're all in on Google Workspace, Streak could be your go-to CRM. This tool installs right into your browser as an extension and integrates with Gmail, making it easier to track deals directly from your inbox.

By keeping all your contacts in your trusty Gmail setup, Streak saves you from the need to switch between systems, which means more time saved and a smoother workflow achieved.

The basic Streak versions come with features like pipeline management, email tracking, automatic email categorisation, tasks, and reminders. If you’re seeking more advanced functionalities, the Pro and Enterprise versions offer extra tools like detailed reports and access to the Streak API.

Key features

• Integration with the suite of Google tools, including Gmail
• Efficient pipeline management features
• A free version of the platform

Pricing

The paid plan starts at $59 per month.

11. Monday CRM

Monday is a highly flexible and adaptable solution. It might not be all about CRM, but this cloud-based work management platform lets you tweak boards and workflows to fit your customer-focused tasks.

What makes Monday stand out is how it handles everything from CRM functionalities to project management and software development, thanks to its top-notch adaptability. Plus, it comes with a ready-made sales platform that’s built to streamline your sales game.

If you’re running a small or mid-sized business - or you’re keen on using Kanban boards to keep things in line -  Monday’s your ticket. It's adaptable, affordable, and shakes up the game for those after something different from usual CRM solutions.

Key features

• Customisable dashboards and workflows
• Efficient project management tools

Pricing

The price starts at $15 for the Basic plan that includes 3 users.

12. Propertybase

Propertybase is a top-notch player in real estate, offering a suite of tools like real estate CRM, marketing features, and IDX (Internet Data Exchange) software. Its CRM lets you properly manage listings across real estate websites and automate targeted ad campaigns on social media platforms for maximum property visibility.

The platform easily integrates with major Multiple Listing Services, letting you gather and analyse listings across various real estate portals. This CRM solution automates daily tasks and consolidates operational data in a centralised hub, empowering you and your team to prioritise sales activities effectively.

Plus, Propertybase makes it easy to create visually appealing websites that sync directly with your CRM. This ensures seamless lead capture and management, maximising conversion opportunities.

Key features

• Integration of main property listing portals
• A sophisticated website designer
• Powerful marketing automation tools

Pricing

Pricing is available on request.

13. Realvolve

Realvolve gives real estate teams the power to set up smart workflows for both internal and client-facing tasks. You can keep track of all contact and property info in one centralised platform, syncing up with calendars and communication channels for smooth processes.

This CRM integrates with Google Workspace to sync contacts, meetings, and tasks, making your day-to-day easy. It also calculates net commissions for each sale. Plus, Realvolve lets you send emails, texts, and social media messages in a more convenient way,  directly from the CRM, boosting communication efficiency

Key features

• Properties and transactions management
• Lead scoring and referral tracking tools
• Workflow automation for repetitive tasks

Pricing

The basic version of Realvolve costs $94 per month. A free trial is available.

14. Close

Close is a powerful CRM platform that comes with its built-in sales automation features. It’s a real winner for real estate pros, offering stuff like two-way email sync, built-in calling and SMS capabilities, and a ripper search function that makes accessing prospect info easy.

One standout feature is the in-app Zoom integration, so you can host meetings directly from the CRM. The recording of these meetings can be automatically saved to the contact's profile for easy reference down the track.

Key features

• A sizeable library of integrations
• Efficient task management tools
• Workflow automation and an automated call assistant to take notes

Pricing

The most affordable option costs $59 a month. Free trial is available.

15. Shape

Shape CRM is a solid real estate CRM with a user-friendly interface that makes  managing contacts and deals easier. It’s packed with top-notch features like email automation, text messaging with clients and contacts, syncing up with Multiple Listings Services, and collecting client reviews and feedback.

Plus, Shape CRM lets you make direct calls to clients right from the tool and sorts leads based on their activity or pre-qualifying criteria. The platform integrates with Google Workspace, Outlook, and MailChimp, putting all your essential tasks and operations in one place.

Key features

• Lead management and lead scoring tools
• Email automation features complete with pre-built templates
• Direct phone calls from the CRM platform

Pricing

The complete CRM costs $149 per user/month but you can purchase a customer portal and a lead management tool unbundled at a lower price.

6 Key Benefits of CRM Software for Real Estate Agents

Personalised communication

CRM systems are a game-changer for real estate agencies, letting them gather and use personalised client info like property preferences, budget constraints, and how they prefer to communicate. This means agents can provide tailored property recommendations and services that match each client's unique needs and expectations.

Enhanced sales productivity

CRM systems simplify sales pipeline management by keeping all lead details in one place, automating follow-ups, and prioritising leads based on their readiness to buy or sell. This boosts sales team productivity by focusing efforts on the most promising leads and keeping communication consistent.

Smooth customer experience

A real estate CRM makes it easy to stay in touch with clients through channels like email, SMS, and calls. Agents can keep track of client interactions, respond quickly to inquiries, and give instant updates on property listings or transactions, ensuring a top-notch customer experience.

Streamlined collaboration

A CRM solution acts as a centralised hub for sharing info, tasks, and updates among team members and departments. For example, sales and marketing teams can collaborate on leads and transactions and quickly share customer data to improve email campaigns.

Accelerated onboarding

CRM systems help new agents onboard quickly and effectively by giving them access to centralised resources, templates, and workflows.

Security

CRM platforms come with top-notch security features like data encryption, access controls, and audit trails to protect sensitive client information and make sure you’re sticking to data protection regulations. This cuts down the risk of data breaches.

Grow Your Real Estate Business with Creatio

For real estate professionals, juggling a long list of properties, a vast portfolio of real estate listings, and heaps of contacts can be quite a challenge. A CRM makes life easier by organising customer information and streamlining interactions. Try Creatio CRM to access the ultimate degree of freedom to own your CRM automation – sign up for a free trial.

FAQ