15 Best Real Estate CRM Software in 2024

A real estate agent goes through numerous customer interactions every day – analyses clients’ requests, arranges house viewings, drafts and approves agreements and contracts, and more. All these tasks can easily become overwhelming and confusing without a robust system to help you organise customer data and streamline customer engagement. Fortunately, that’s exactly what real estate CRM (Customer Relationship Management) software does.

In this article, we go through the many benefits of CRM for real estate, list the CRM features that are vital for the real estate industry, and list the top 15 real estate CRM solutions to help you choose the best software for your business.

What is Real Estate CRM?

Real estate CRM (Customer Relationship Management) software is a platform that serves as a central hub for all your customer and prospect information and helps you organise and automate your interactions, for example, streamline sales processes, track and organise property listings, and improve customer service.

A CRM enables you to cover the entire customer journey, providing a more personalised and smooth customer experience.

Why Real Estate Agents Need a CRM?

Ultimately, a CRM for real estate agents is an essential tool for a successful business. While a small real estate agency  might manage by storing client information in spreadsheets and emails, there comes a point, when it becomes unsustainable as you gain more clients. Mistakes and delays in communication occur, and onboarding the new staff is almost impossible due to the lack of a centralised source of information. 

An estate CRM helps you address these challenges by making your daily operations easier to manage and providing real estate CRM tools to enhance customer satisfaction. It benefits both you and your customers, ultimately boosting your business.

For instance, a real estate CRM provides you with a robust customer database. The software analyses their demographic and psychographic data, helping you design and build an automated, personalised email campaign aimed at maintaining your relationships. Thanks to a real estate CRM, you can tackle tasks like this in a matter of minutes, ensuring continuous contact with your clients and return customers in the future. Moreover, the real estate CRM tracks and analyses the email campaign in question, providing data-driven insights on how to improve your marketing efforts and optimise your strategy.

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

CRM Features Vital for Real Estate Agents

In this section, we compiled a list of CRM features essential for supporting real estate activities. Some of them are standard, such as sales pipeline management, while others, like referral tracking, may be missing from a non-specialised CRM platform. When choosing a CRM tool for your real estate agency, ensure the platform offers these features or allows you to add them through no-code customisation and integrations.

Contact management

A CRM should enable you to conduct detailed contact management, including storing client information, communication history, preferences, and engagement tracking.

Pipeline management

A CRM solution should offer pipeline management tools tailored to the real estate industry, enabling agents to track leads, deals, and transactions through various stages (e.g., prospecting, property viewing, offer negotiation, closing).

Workflow automation

Automation features should facilitate follow-ups and scheduled communications, as well as streamline routine activities like proposal approval.

Task management

Robust task management capabilities help agents stay organised by assigning tasks, setting deadlines, and tracking progress. For instance, CRM Creatio provides tools for sales managers to oversee the work of sales reps and assign them new prospects. This ensures that no critical activities or client interactions are overlooked.

Transaction and contract management

In real estate transactions, there are numerous documents, contracts, and deadlines to manage. A CRM platform should support invoicing processes, contract management, and document storage. This includes generating invoices, managing contracts, tracking payments, and storing legal documents related to property transactions.

Referral tracking

Many estate agents rely on referrals for new business. CRM systems can track referrals and provide insights into which clients are bringing in more business. This information can be used to incentivise word-of-mouth marketing and strengthen relationships with clients who actively promote the agent's services.

AI tools

AI-driven features such as predictive analytics, lead scoring, and intelligent insights can enhance decision-making, identify trends, and personalise client interactions. For example, AI can analyse client behaviour to recommend properties that match their preferences.

A mobile access

Considering the extensive work hours real estate agents spend outside of the office, access to a CRM on the go is essential. A mobile app enables agents to swiftly update customer data while handling the open house viewings and showing properties.

Integration

Seamless integration with other real estate tools and platforms such as platforms for property listings and accounting software is crucial for data consistency and organising efficient workflows. Enure that the CRM you choose offers connectors to popular real estate software.

Customisation

CRM customisation empowers companies to tailor every aspect of their CRM system to meet industry-specific needs. A CRM solution that allows you to customise dashboards, data fields, and workflows enhances your productivity and operational efficiency.

Analytics and reporting

Comprehensive analytics and reporting capabilities provide valuable insights into sales performance, lead conversion rates, marketing ROI, client engagement metrics, and empower agents and management to make data-driven decisions.

15 Best Real Estate CRM Software Providers

In compiling list, we've gathered the 15 best real estate CRM platforms that offer comprehensive tools to support real estate agents. While some of them are specifically designed for the real estate industry, others are more holistic in nature, targeting a wide market of users. Nevertheless, their reviews indicate that they can provide all the necessary tools for real estate professionals.

Pro tip: If you opt for a general CRM not explicitly tailored to real estate, you can review customer feedback and success stories to see if it’s been beneficial for others in the industry and how it addresses their specific challenges.

1. Creatio

Creatio offers an end-to-end CRM platform that covers the entire customer lifecycle. Its key strength is the ultimate flexibility and customisation of the no-code CRM. Creatio is the best real estate CRM for agencies seeking a CRM system tailored to their unique processes.

To begin with, the platform itself consists of three distinct products: Marketing Creatio, Sales Creatio, and Service Creatio, that can be easily purchased separately. That allows you  to invest wisely in the specific CRM tools that align with your requirements, avoiding unnecessary expenditure on features you may not need.

Moreover, Creatio CRM is built on top of a no-code platform, giving you tools to build new business applications without any coding skills required. With the help of drag-and-drop components and composable blocks and apps, you can easily create a new workflow to approve proposals, evaluate customer support cases, or create marketing campaigns.

Furthemore, Creatio Copilot, an AI assistant can generate a prototype for a new business app, or a workflow simply based on your description in chat. For instance, a real estate agent can establish a new CRM functionality to monitor open houses and automatically send an email to clients whenever there's a viewing in their neighbourhood of choice. Creatio Copilot can assist you in optimising your sales process by analysing the sales cycle, creating custom workflows, or constructing custom dashboards for sales, marketing, and service teams.

In addition to these tools, CRM Creatio offers comprehensive and powerful turnkey capabilities, including lead scoring, pipeline management, sales forecasting, marketing campaign automation, case management, and contract management. With CRM Creatio, you can cover the entire customer journey, from launching the marketing campaign to quickly resolving customers’ requests.

For real estate agencies, Creatio offers referral tracking tools to monitor the number of referrals received and identify the sources of high-quality leads. Real estate agents will also benefit from the extensive compliance and security features, such as KYC.

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

Comprehensive business analytics provided by CRM Creatio allows you to quickly gain data-based insights into your performance and adjust your business strategy.

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.
• 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.

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2. Hubspot

HubSpot CRM is crafted to seamlessly grow alongside your business, simplifying your tasks at every stage. It features a range of powerful tools such as email templates, call tracking, sales automation, and pipeline management..

You can automate tasks, establish a personalised appointment scheduler, incorporate live chat on your website, and effortlessly integrate with your company's apps and tools via our App Marketplace.

HubSpot CRM is part of Sales Hub and can be combined with Marketing Hub, CMS Hub, and Service Hub for expanded functionality. It's an optimal solution for real estate agencies looking to scale efficiently while maintaining a unified system across all operations.

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 real estate CRM that stands out for its access to the Zillow platform, which provides unique client insights. This feature empowers agents to access their clients' Zillow search activity, gaining deeper insights in their needs and preferences. Additionally, Zillow provides a free mobile app, enabling agents to stay responsive to leads and manage their business efficiently while on the move.

While the CRM offers productivity features like tasks, custom notes, and reminders, it's worth noting that it's designed as a straightforward tool, making it suitable for smaller real estate agencies. It excels at efficiently handling basic tasks effectively without overwhelming users with sophisticated functionalities.

A key advantage of utilising Zillow CRM is the exclusivity it provides. Agents leveraging this CRM are the sole agents displayed on their property listings on Zillow, minimising competition and increasing visibility to potential buyers.

However, it's worth mentioning that the Zillow CRM is limited to integration with Zillow only and does not connect to other residential real estate websites, which could be a drawback for agents looking for 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 specialised CRM specifically crafted for real estate agents seeking to enhance their sales productivity.

With REsimpli, agents get access to powerful lead generation capabilities, customisable newsletter templates, and the flexibility of mobile access, ensuring seamless connectivity wherever you go. The platform also provides robust data analytics to track marketing ROI accurately, along with easy-to-create online forms for efficient lead capture and a wide range of mailer templates for impactful marketing communications.

REsimpli places great emphasis extensive contact management and streamlined email communications, complemented by automated drip campaigns for consistent engagement.

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 empowers agents to engage with customers seamlessly, regardless of their location. By integrating with live chat software, email, and social media platforms, you can receive real-time notifications whenever a lead or customer interacts with your business.

The platform also provides real-time reports and insights, enabling you to access up-to-date data instantly, wherever you may be.

In addition to these features, Zoho CRM offers workflow automation, contact management, and deal tracking capabilities across different stages. You can establish a standardised sales process for your real estate agents, ensuring that prospective buyers receive a consistent and high-quality experience, no matter which team member they engage 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: Consider choosing a CRM vendor with local offices or implementation partners for better customisation aligned with your region's laws and regulations. This guarantees seamless integration of necessary functionalities, such as rent agreements, tailored to your needs.

6. Pipedrive

Pipedrive offers a streamlined CRM experience with customisable pipelines for visual sales tracking. It stands out with features like reminders, Google Calendar sync, and task automation, aiding in organisation and deadline management.

The platform's visual sales pipeline simplifies deal management, allowing users to update contacts, create deals, and navigate the sales cycle effortlessly using a drag-and-drop interface. Its mobile app ensures accessibility on the go.

Moreover, Pipedrive integrates smoothly with third-party systems like Asana, Trello, and Slack, expanding its functionality and compatibility with existing workflows. Overall, Pipedrive is a robust CRM solution focused on enhancing sales efficiency and process management.

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 sophisticated platform crafted to streamline sales processes and improve customer relationships with its user-friendly interface. It offers a comprehensive range of features including contact and lead management, sales analytics, and workflow automation.

Its feature set comprises email tracking, automation, click-to-call functionality, call recording, sales scripts, and automated prospect searches using the Reach tool. This feature is particularly beneficial for commercial real estate agents seeking connections 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, while not specifically targeted at realtors, offers numerous features beneficial to their operations. Its unlimited document storage, task management, document tracking, and appointment-setting capabilities make it an ideal choice for small teams seeking user-friendly CRM software.

With Agile CRM, you gain detailed lead tracking based on their stage in the sales process, providing comprehensive visibility into your pipeline.

Furthermore, Agile CRM enables you to monitor sales, marketing, and service activities within a single platform, ensuring a seamless client experience from initial contact. The software integrates seamlessly with social media networks, helpdesk solutions and apps such as Gmail and Google Drive, enhancing overall operational 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 process automation platform tailored for sales, marketing, and customer service teams, with a significant customer base in the real estate sector.

The platform seamlessly integrates with multiple sources, facilitating the direct influx of leads into the CRM. Once leads are captured, Salesmate provides intuitive deal and pipeline management tools, alongside essential communication features designed to enhance deal closure rates.

Moreover, Salesmate empowers users to automate routine tasks, communications, follow-ups, and marketing campaigns, streamlining daily operations and improving 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 a dedicated user of Google Workspace, consider Streak as your CRM solution. This tool can be installed as a browser extension and it integrates with Gmail, allowing you to efficiently track deals directly from your inbox.

By managing contacts within your familiar Gmail environment, Streak eliminates the need to switch between systems, saving you valuable time and streamlining your workflow.

The basic versions of Streak offer robust features like pipeline management, email tracking, automatic email categorisation, tasks, and reminders. For users seeking more advanced functionalities, the Pro and Enterprise versions provide additional capabilities such as 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 provides a highly flexible and adaptable solution. While not exclusively designed as a CRM, its cloud-based work management platform empowers users to tailor boards and workflows specifically for customer-related tasks.

Notably, Monday stands out for its adaptability, accommodating diverse workflows ranging from CRM functionalities to project management and software development. Additionally, the platform offers a dedicated, pre-configured sales platform to streamline sales processes.

Monday Sales and CRM software is particularly well-suited for small and mid-sized businesses, as well as those who prefer utilising Kanban boards for organising information. Its adaptability, coupled with its affordability, positions it as a compelling alternative to traditional 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 comprehensive real estate platform offering real estate CRM, marketing, and IDX (Internet Data Exchange) software. Its CRM functionality allows for efficient management of listings across real estate websites and facilitates automated ad campaigns on social media platforms, ensuring targeted visibility for properties.

The platform seamlessly integrates with major Multiple Listing Services, enabling gathering and analysing of listings across various real estate portals. This CRM solution streamlines daily tasks through automation and consolidates operational data in a centralised location, empowering you and your team to prioritise sales activities effectively.

Furthermore, Propertybase facilitates the creation of visually appealing websites directly connected to your CRM, ensuring seamless lead capture and management, thereby 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 empowers real estate teams by enabling the creation of intelligent workflows for both internal and client-facing tasks. Users can seamlessly track all contact and property listing details in a centralised platform, with synchronisation capabilities across calendars and communication channels.

This CRM facilitates contact, meeting, and task synchronisation with Google Workspace, streamlining operational processes. It also offers functionality to calculate net commissions for each sale. Additionally, Realvolve provides the convenience of sending emails, texts, and social media messages directly from the CRM, enhancing 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 with integrated sales automation functionalities. Particularly appealing to real estate professionals are features like two-way email sync, built-in calling and SMS capabilities, and a comprehensive search function, ensuring easy access to prospects’ data.

An additional standout feature is the in-app Zoom integration, enabling you to conduct Zoom meetings directly within the CRM. The recording of these meetings can be automatically added to the respective contact's profile, ensuring convenient access for future reference.

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 robust real estate CRM featuring a user-friendly interface for efficient contact and deal management. Its functionalities include email automation, text messaging with clients and contacts, synchronisation with Multiple Listings Services, and collection of client reviews and feedback.

Moreover, Shape CRM enables direct client calling from within the tool and allows lead prioritisation based on activity or pre-qualifying criteria. The platform seamlessly integrates with Google Workspace, Outlook, and MailChimp, providing a centralised solution for all necessary tasks and operations.

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 allow real estate agencies to gather and utilise personalised information about clients, such as their property preferences, budget constraints, and communication preferences. This enables agents to provide tailored property recommendations and services that match each client's unique needs and expectations.

Enhanced sales productivity

CRM systems streamline sales pipeline management by centralising lead information, automating follow-ups, and prioritising leads based on their readiness to buy or sell. This increases sales team productivity by focusing efforts on high-potential leads and enabling consistent communication.

Smooth customer experience

CRM facilitates prompt and responsive communication with clients through various channels like email, SMS, and calls. Agents can track client interactions, respond quickly to inquiries, and provide real-time updates on property listings or transactions, ensuring a seamless customer experience.

Streamlined collaboration

A CRM solution serves as a centralised platform for sharing information, tasks, and updates between team members and departments. For example, team members can collaborate on leads, properties, and transactions, while marketing and sales teams can quickly exchange customer data to improve email campaigns.

Accelerated onboarding

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

Security

CRM platforms offer robust security features such as data encryption, access controls, and audit trails to protect sensitive client information and ensure compliance with data protection regulations. This minimises the risk of data breaches.

Grow Your Real Estate Business with Creatio

For real estate professionals, a long list of properties, an expansive portfolio of real estate listings, and a high volume of contacts can feel overwhelming to organise in one place. A CRM streamlines real estate business management 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.

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