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A sound CRM system for real estate can help you stay organized, help you increase revenue, and save time.

The best lead-generating marketing method is worthless if you don’t keep converting the leads into customers and/or turning one-time customers into repeat customers.

And a real estate CRM can help you with just that, increasing your conversions and thus your revenue.

But which CRM systems for real estate are the best in terms of pricing?

According to my analysis and considering the costs, the best CRM system for real estate is Podio.

It gives you many different features for free that other CRM providers would charge you for. 

It is also highly customizable.

Did you know that 80 percent of sales require five follow-up calls after the meeting and 44 percent of sales reps give up after one follow-up?

And retaining current customers is six to seven times less costly than acquiring new ones. (source)

Did you also know that it takes an average of eight cold call attempts to reach a prospect?

Besides, 92 percent of salespeople give up after no sales on the fourth call, and 60 percent of customers say no four times before saying yes? (source)

These stats reminded me that a lot of perseverance is required in sales. And when I read those stats, I was reminded of a gold rush story you might be familiar with.

There was once a man who wanted to find gold in the mountains of Colorado. 

So, he began to dig at the foot of a lovely snow-covered mountain. 

One week of digging turned into months, and months turned into two years. After two years, he gave up.

Since he liked booze quite a bit, he visited the local saloon regularly. 

He sometimes chatted about his work and that his savings were beginning to dwindle since he didn’t manage to find any gold.

But there was this guy in the saloon who sometimes listened to his stories, and when he heard that he gave up, he asked himself, why shouldn’t I give it a try?!

So, this guy started digging in the same place. It was already a nice and long shaft from his predecessor. And guess what? 

After two weeks of further digging, he struck gold.

Sounds a bit unfair and frustrating if you put yourself in the shoes of the one who dug for gold all those years.

But what can we learn from that story? 

First, you very often need just a little more perseverance than you thought before giving up. 

Also, the goal is very often just around the corner after the time you think about giving up.

How is this related to real estate customer relationship management systems (CRM)?

Well, the guy who found gold could be a CRM system for real estate that reminds you that you haven’t dug deep enough for gold yet.

Of course, it can’t dig for you, but it could have reminded the initial gold seeker that he should keep digging for a few more weeks.

So, in today’s article, I will give you 28 top CRM systems for real estate and find out which is the best in terms of costs.

So, let’s get right to it.

What is the best CRM system for real estate

What is a Real Estate CRM?

“CRM” means customer relationship management. Its primary goal is to enable businesses or organizations to organize information about their clients.

You should usually input the client’s contact information, sales opportunities, additional notes, and more into customer software.

Each piece of software is customizable, so you can adapt it to your specific needs.

At this point, real estate customer software can become much more than just a database but instead extended to reflect all types of business processes.

Sometimes it becomes difficult to draw a line between where the customer software ends and where a piece of ERP software (enterprise resource programming software) begins.

This is also the case with the different types of real estate customer software I will present to you in the next section of this article.

27 CRM Systems for Real Estate at a Glance

Real Estate CRMPrice Range per MonthPrice Range per Year
Zoho CRM$12n.a.
Wise Agent$29$299
amoCRM$15-$45$180-$540
CompanyHub$15-$42n.a.
RealOffice 360$29$228
Realty Back Office$15-$450n.a.
HubspotCRM$0-$500n.a.
Podio$9-$24n.a.
Zillow Premier Agent CRMn.a.n.a.
Freshsales$19-$65$144-$948
AgileCRM$14.99-$79.99n.a.
Contactually$69-$119n.a.
Property Basen.a.n.a.
Real Geeksn.a.n.a.
Top Producer$45-$85n.a.
Rethink CRMn.a.$1,188-$1,908
Follow Up Bossn.a.$480-$9,996
IXACT Contact$39$396
Close$35-$145n.a.
Nutshell$22-$39$228-$420
Apptivon.a.$0-$240
Less Annoying CRM$10n.a.
Lion Desk$25-$99$252-$996
Insightlyn.a.$348-$1,188
Capsule CRM£12-£24n.a.
Pipedriven.a.$150-$1,188
resimpli$99-$499

The 27 CRM Systems for Real Estate With Features

 

1) Zoho CRM

Target Users:

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features:

  • Easy migration from spreadsheets and other CRMs
  • Automation features for automating your entire business process, analytics, and reporting
  • Easy to customize
  • Integration with third-party business apps
  • Omnichannel communication through telephone, email, live chat, and social media
  • Real-time notifications when customers interact with your business
  • Email analytics
  • Pre-definable conditions for every incoming lead
  • Soring rules that help you prioritize your work
  • Manage multiple business processes using Layouts
  • Real-time analytics
  • Measure and manage an organization’s territory-wide sales performance
  • Track key performance indicators, including current trends and future predictions

Pricing: $12/user/month

Check it out here

 

2) Wise Agent

Target Users

  • Real Estate Agents, Real Estate Investors

Features

  • Real estate contact management: use of many unique fields such as rank, status, additional addresses, spouse info, children’s birthdays, and pets’ names
  • Referral Tree: Built-in referral tracking software, see how many leads each contact has referred to you
  • Mobile Web App
  • Send vCards: Select a single contact or several at once and send their information to anyone you choose in vCard format.
  • Call List: See everyone you need to call today, view past notes before making a call, easy to add notes about calls and schedule the subsequent follow-up call, reports that show how many calls were assigned to each team member and how many were actually completed, partnered with Mojo auto dialer system.

Pricing: $29 monthly or $299 yearly

Check it out here

 

3) amoCRM

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Focus on messenger-based sales
  • Connect with leads and customers, regardless of the messenger app they prefer
  • Every conversation is available in a single unified inbox.
  • Connects with the most popular messenger apps such as Facebook Messenger, Instagram, Skype, WeChat, Telegram, and more
  • Automatically pulls leads from all your sources into a single, unified inbox.
  • Contact data and conversations are synced in real-time, and you can respond without switching apps.
  • Flexible AI chatbot enhanced with natural language processing and capable of detecting a lead or customer’s intentions during the conversation and responding with pre-made templates and workflows.
  • Can answer questions and schedule appointments
  • A visual chatbot builder with which you can set up auto-actions, send files and images, and gather data
  • All communication is centralized, including team conversations.
  • Integrates email services, VoIP telephony, lead forms, payment processors, and further built-in integrations

Pricing: Base: $15 per month, Advanced: $25 per month, Enterprise: $45 per month, all billed annually

Check it out here

 

4) CompanyHub

Target Users

  • Customizable for any industry, including real estate, but not explicitly targeted at real estate businesses.

Features

  • This CRM blurs the lines into a complete business suite with much more functionality.
  • Email automation tool, sales reporting, and sales bots.
  • Information tracking like geography, industry, size
  • Filter records in one click
  • Create new filters, change columns and set default filters
  • Create reports on any data, including custom fields and tables
  • Track data other than contacts, companies, deals, etc., which you don’t see by default (e.g., Payments, Courses, Properties, etc.)
  • Add Notes / Tasks / Conversations
  • Easy setup for follow-up tasks.
  • Importation of contacts & companies from a single file which will be automatically associated
  • Automatic lead capturing from your website
  • All the conversations, activities, and tasks scheduled with customers from one place
  • Follow-up reminders with different levels of “hotness”.

Pricing: Productivity $15/user per month, Automation: $24/user per month, Accelerate: $42/user per month

Check it out here

 

5) RealOffice360

Target Users

  • Real Estate Agents

Features

  • Add clients, contact information, and properties.
  • Import all contacts from Google, Outlook, iPhone, Excel, or a spreadsheet from other CRM software
  • Organize real estate contacts with groups for family, friends, and past clients
  • Connect online leads from your website or a lead capture source, then watch as new leads are added automatically
  • Follow-up reminders for your contacts, client birthday reminders (set birthday reminders for their spouse, children, and pets, or home anniversaries)

Pricing: Free, unless you want it to integrate with Mailchimp E-Mail Marketing Automation, then its’$228 per year or $29 on a monthly plan.

Check it out here

 

6) RealtyBackOffice

Target Users

  • Real Estate Agents, Brokers, Real Estate Investors (with or without virtual assistants)

Features

  • Lead assignment feature
  • Complete visibility into all communications and everything happening with your company-provided opportunities
  • Telling your agents who they need to call, email, text, or follow up with daily
  • Generate tasks for an agent to work on
  • Agents can also create their own actions for their self-generated leads
  • Custom Pipelines & Stages
  • Telephone & SMS (Coming soon)

Pricing: 1 Agent: $15/M, 10 Agents $80/M, 25 agents: $150/M, 40 agents: $200/M, 80 Agents, $320, 150 agents, $450/M

Check it out here

 

7) HubspotCRM

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Automatic prospecting with email-sequences
  • Templates for most effective and repetitive sales emails
  • Email Tracking, Email Scheduling
  • Automatic scheduling by sharing a link that gives leads the power to choose a time that works for everyone (works with Google Calendar, Office 365, and HubSpot CRM)
  • Live chat for your website.
  • Sales call queue
  • Automatic call logging to CRM with a single click
  • Workflow automation for manual, time-consuming tasks: Rotate leads, create deals and tasks
  • Out-of-the-box and customizable reports and dashboards
  • Outreach prioritization is based on a prospect’s likelihood of becoming a customer
  • Bi-directional sync with Salesforce

Pricing: Free Sales Tools: $0, Sales Hub: $500/M

Check it out here

 

8) Podio

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Everything related to the job is on one page
  • File attachment, status view, and comments
  • Different views to choose from
  • Report creation that works with many of the most popular file-sharing services
  • Customer support products and marketing tools
  • Consolidates content and communications into one searchable tool
  • File sharing in context to what you are working on
  • Mobile app
  • Podio apps via API for custom integrations
  • Podio add-ons for specific use cases (e.g., Gantt charts, time tracking)
  • Automated workflows
  • Visual reports
  • Contact sync
  • Interactive sales dashboards
  • Advanced Workflow Orchestration by GlobiFlow

Pricing: Free for five employees, Basic:$9/M, Plus: $14/M, Premium: $24/M

Check it out here

 

9) Zillow Premier Agent CRM

Target Users

  • Real Estate Agents & Brokers

Features

  • Clients’ search activity (e.g., the homes they’ve viewed, saved, and searched for)
  • Text personalized home recommendations to clients straight from the app
  • Streamlined tasks, reminders, custom notes, and mobile notification
  • Reporting tools that are personalized for you (and your team)
  • Customer Experience Report
  • Return on investment monitoring with the ROI report
  • Route the right connections to the right agent on your team
  • Agent’s performance tracking with insight into their answer rates and call recordings
  • Reminders to help keep your team on top of client follow-ups

Pricing: No pricing information available online

Check it out here

 

10) Freshsales

Target Users

  • All Types of Real Estate Professionals

Features

  • Automatically captures website visitors as sales leads and groups them based on their engagement with your website.
  • Assign leads to the right salespeople on your team.
  • Reach out to each lead with complete context and an informed call-to-action
  • Accesses customers’ social profiles, identify customer touchpoints (website, product, interactions, appointments)
  • Know which sales lead is hot and who’s not using lead scores
  • Follow-up prioritization with data-backed insights.
  • Leads added to the sales CRM are automatically displayed with their social profile information and photo, automatically updated in their profile.
  • Group your sales team by territories. Focus on areas where you’re closing more deals and identify regions with potential business. Let the sales CRM automatically assign leads to handpicked salespeople on your team in each region.
  • Schedule appointments with leads and customers
  • Collaborate with your team on tasks
  • Make quick notes against each contact.
  • Manage and share files
  • Locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline and move deals across your sales pipeline with a simple drag and drop
  • Make calls and send emails to prospects right from the deals dashboard.
  • Keep track of your deals outside the office with the mobile CRM app.
  • Reports based on the time taken to close deals
  • Multiple pipelines in the sales CRM and keep track of every deal
  • Real-time analytics from the sales CRM to power your following conversation, a chronological timeline view of each prospect’s activity
  • Score leads based on their characteristics and behavior, so you know which leads are close to a sale and need nurturing.
  • Automatic call logs and manual call logs for calls you receive outside Freshsales
  • Place calls with one click from inside Freshsales.
  • Entire conversation history
  • Purchase local and toll-free numbers from inside Freshsales and assign them to your sales reps
  • Personalization of welcome and voicemail messages
  • Phone activity reports
  • Call transfer
  • Two-way email sync: Send emails from either Freshsales or your email client and find the email in the Sent folder of both apps
  • Email tracking
  • Create, send and track personalized outbound campaigns
  • Open and click rates on all your email templates.
  • A/B testing to create effective templates
  • “Awaiting Response” feature to find a complete list of emails awaiting your reply.
  • Customize reports
  • Visual sales reports
  • Revenue analytics
  • Reports dashboard
  • Sales cycle and velocity reports
  • Sales activity reports
  • Trendline reports
  • Reports scheduling
  • Send emails automatically
  • Set follow-up tasks
  • Connect to other apps
  • Integration from outside apps such as Google Calendar, Zapier, MailChimp, HubSpot Marketing

Pricing: Blossom: $144/y or $19/M, Garden: $300/y or $35/M, Estate: $588/Y or $65/M, Forest: $948/y

Check it out here

 

11) AgileCRM

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • All-in-One CRM Software
  • Contact management
  • Track stages and milestones of deals
  • One-click calling
  • Appointment scheduling
  • Project management
  • Sales gamification with ramped-up competition
  • Marketing automation
  • Landing page builder
  • Social media integration
  • Email marketing
  • Mobile marketing
  • Email tracking
  • Helpdesk
  • Customer feedback tools
  • Knowledge Base for customers
  • Prioritize tickets
  • Ticketing system
  • Canned responses
  • Integration with twitter, Facebook, Google Apps, Twilio, Ringcentral, LinkedIn

Pricing: Free for 10 users, Starter: $14,99/M, Regular: $49.99/M, Enterprise: $79.99/M

Check it out here

 

12) Contactually

Target Users

  • Real Estate Agents and Brokers

Features

  • Email Sync
  • Phone and Communication History
  • Current Relationship Prioritization
  • Relationship maintenance (Follow-Ups)
  • Custom templates and automated personal messages
  • Deal pipeline
  • Performance insights of your team
  • Lead routing tools
  • Share email templates, sales pipelines, and automated workflows with your team

Pricing: Professional $69 per month, Accelerator $119 per month

Check it out here

 

13) Property Base

Target Users

  • Real Estate Agents, Brokers, Investors/Landlords

Features

  • Connect and manage all your lead sources – website, lead portals (Zillow, Trulia, etc.), and third-party integrations – from a single location.
  • Automatically route leads based on your unique rules and business processes and get real-time notifications about lead activity on your mobile or desktop.
  • Segment your database for automated and hyper-targeted follow-up
  • Motivational dashboards allow your entire team to see exactly where they stand.
  • Customize property videos, images, and details to showcase your latest and greatest listings
  • The MLS network allows you to browse and access listing inventory nationwide, pushing your listing database to an ever-growing list of real estate portals.
  • Set up automated and repeatable processes
  • Assign tasks to yourself or your team
  • Scheduled reminders and push notifications on mobile
  • Syncs with popular calendars like Outlook, Google, Apple, and more
  • A Marketing Center to create drip campaigns, email outreach, and long-term nurtures that consistently and reliably stay in touch with your network.

Pricing: No price indication is public on the website.

Check it out here

 

14) Real Geeks

Target Users

  • Real Estate Agents

Features

  • IDX Real Estate Websites
  • Tracks and nurtures REALTORS’® lead databases with marketing automation features and real-time reporting/analytics
  • Facebook Marketing Tool
  • Property Valuation Tool
  • SMS Autoresponder
  • The in-house marketing team offers managed PPC to drive traffic to Real Geeks websites and generate leads
  • Sends up-to-date statistics about market conditions to client-lead database
  • Automated Email Drip System
  • Personalized Mobile App

Pricing: No price indication is public on the company’s website.

Check it out here

 

15) Top Producer

Target Users

  • Real Estate Agents

Features

  • Build your database with leads from personalized landing pages
  • 100+ lead sources
  • Your own website and social media
  • Lead nurturing with smart suggestions and one-touch actions
  • Branded MLS reports and listing alerts
  • Contacts, tasks, and follow-ups organized with a mobile-friendly CRM

Pricing: STARTER: $45 per user / month, PROFESSIONAL: $75 per user / month, ADVANCED: $85 per user / month

Check it out here

 

16) Rethink CRM

Target Users

  • Commercial Real Estate Brokers & Investors

Features

  • 360-degree view of your entire contact database
  • Deal Pipeline Management
  • Relational database with customizable workflows and reporting
  • Analytics engine
  • Prospecting to uncover new business engagements
  • GEO Search
  • Captures all sales & lease comps
  • Manage every space in your portfolio and stay on top of availability

Pricing: Essential: $1,188/y, Professional: $1,908/y

Check it out here

 

17) Follow Up Boss

Target Users

  • Real Estate Brokers

Features

  • Manually add and assign leads/clients
  • Automatically Import Leads
  • Round Robin Lead Distribution
  • Lead and Activity Notification
  • First to Claim Lead Distribution
  • Advanced Lead Distribution Based on Price/Zip Code
  • Collaborate with your lender on leads and clients
  • Automated Drip Engagement Emails (Action Plans)
  • Email & Text Templates
  • 2-Way Email Sync
  • Smart lists
  • Calendar
  • Appointments
  • Company Number for texting/receiving calls
  • Two-way texting
  • Instant Text
  • Daily Hotsheet
  • Batch Emailing
  • Email Open & Click Tracking
  • Deal Tracking
  • File Storage
  • Phone & Email Support
  • Action Plan Sharing Library
  • Import Database from any CRM
  • Lead Source Reporting
  • Automated Task Assignment (Action Plans)
  • Agent Activity Reporting
  • Make and Receive Calls Inside Web App
  • Automatic Call Logging
  • Individual Agent Numbers for Calls and Texts
  • Call Transferring
  • Call Recordings
  • Call Reporting
  • Shared Inboxes/Ring Groups
  • Integrations: IDX websites, Zapier, Mailchimp, Gmail & Google Apps, Facebook Lead Ads, BombBomb

Pricing: Start: $480/y, Grow: $684/y, Dominate: $984/y, Platform: $9,996

Check it out here

 

18) IXACT Contact

Target Users

  • Real Estate Agents

Features

  • Rich contact profiles, including social media information and photos
  • Automated reminders for birthdays, move-in anniversaries, and keep-in-touch calls
  • Sales pipeline data with visual graphs and charts that are easy to understand
  • Pipeline health monitoring
  • IXACT Contact’s Mobile App
  • Personalized ‘mass texts’ to a targeted group of contacts, with replies coming right to your phone
  • Text auto-responder
  • Assign listing and closing activity plans
  • Email reminders of important tasks and appointments
  • Transaction-related documents upload
  • Offer Management
  • Service reports
  • Commission tracking
  • Lead capturing from any website or lead vendor, including Zillow
  • Auto-assignment and tracking of new leads to the right drip email lead nurture campaign

Pricing: $396/y or $39/M

Check it out here

 

19) Close

Target Users

  • Real Estate Agents, Brokers, Real Estate Investors

Features

  • All-in-One CRM: gives you an overview of all your sales activities
  • Emails, calls, voicemails, tasks, and reminders are automatically organized
  • Any activity synced to the inbox
  • One-click calling and call automation
  • Automatic follow-up reminders
  • Personalized templates
  • Bulk emails
  • One-click SMS
  • Static text or dynamic search
  • Measure your team’s performance
  • Email drip campaigns
  • Integration with Zapier, Zendesk and more ,

Pricing: Starter: $35/M, Basic: $65/M, Professional: $95/M, Business: $145/M

Check it out here

 

20) Nutshell

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Unlimited contact records and data storage
  • Centralized customer database
  • Automatic contact sync.
  • Automatic customer data scouring
  • Intelligent search function
  • Business card scanner
  • Pipeline Management
  • Customizable sales pipeline
  • Drag-and-drop Board view
  • Interactive Map view
  • List view
  • Chart view
  • Communication histories
  • Unlimited bulk email templates
  • Activity reminders
  • Unlimited click-to-call and phone recordings
  • At-a-glance activity and results dashboard
  • Sales report
  • Forecast report
  • New leads report
  • Losses report
  • Snapshots
  • Activity report
  • Funnel reports
  • Guided sales process builder
  • Automated lead assignment
  • Automated pipeline distribution
  • Automated lead advancement
  • Automated tasks
  • Post-sale lead management
  • Team guidance and coaching
  • MailChimp integration for automated email nurturing
  • Work emails directly from Nutshell
  • Shareable email template
  • One-click bulk emailing
  • Personal email sequences
  • Reply rate tracker and view counter
  • Email health score
  • Native iPhone and Android apps
  • Email and calendar sync with Gmail, Office 365, Outlook, and Microsoft Exchange
  • One-click integrations with Mailchimp, Slack, Quickbooks, Unbounce, PandaDoc

Pricing: Starter: $228/y or $22/M, Pro: $420/y or $39/M

Check it out here

 

21) Apptivo

Target Users

  • Real Estate Agents, Investors

Features

  • Lead list management
  • Contact management
  • Contact sharing
  • Product catalog
  • Deal/Opportunity management
  • Tasks, appointments, and notes
  • Notifications
  • Clone records
  • Custom views
  • Filters
  • Adding and sharing files
  • Custom fields
  • Workflows
  • Multiple sales pipeline
  • Mass emails
  • Campaigns management
  • Marketing automation
  • Two-way email sync
  • Email integration via IMAP
  • Email templates
  • Email tracking
  • Email scheduling
  • Web-to-lead capture
  • Referral Tracking
  • Project Management
  • Invoicing
  • Field Services/Work Orders
  • Contract Management
  • Call Center
  • Estimates/Proposal
  • Help Desk/Cases
  • Procurement/Purchase Orders
  • File storage
  • Data import
  • Data backup
  • Data export
  • Custom branding
  • Migration from other CRMs
  • Field-based security
  • Role-based security
  • Territory management
  • Standard reports
  • Schedule reports
  • Custom reports
  • Standard Dashboards
  • Performance dashboard
  • Win/Loss/Lead analysis
  • Kanban View
  • Integrations: ApiCalls, Paypal, Stripe, Authorize.net, Zipmark, Suite, Google Tasks, Google Contacts, Google Calendar, Google Drive, Office365, OneDrive, Sign, Dropbox, Slack, Quickbooks, BankAccounts, RingCentral, Nexmo, Asterisk, fuze, United Parcel Service, United States Postal Service, Post Canada

Pricing: Starter: $0, Premium: $96/y, Ultimate: $240/y,

Check it out here

 

22) Less Annoying CRM

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • All contact information is in one place.
  • Calendars and tasks are built directly into the CRM.
  • Sharing function with other users at your company
  • Sync with Google Calendar
  • Lead report with an up-to-date list of every lead in your pipeline, including the status and priority of the lead, contact info, and the note from the last time you talked to them
  • Customization
  • Email conversations logging
  • Easy importing
  • Daily agenda emails
  • One-click export

Pricing: $10 per user per month

Check it out here

 

23) Lion Desk

Target Users

  • Real Estate Agents

Features

  • Contact organization
  • Client communication automation
  • Reminders of important tasks
  • Multi-channel campaigns
  • Transaction Management
  • Transaction process streamlining
  • Integrated MLS search
  • Listing sharing
  • One hub for all integrated tools

Pricing: Starter: $252/y or $25/M, Pro+: $504/y or $49/m, Elite: $996/y or $99/M

Check it out here

 

24) Insightly

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Tracks the most relevant lead information, including a rich activity timeline of marketing campaign sources, emails, phone calls, meetings, and tasks
  • Automatically route leads to the right person in real-time, so sales reps follow up on leads while they’re still hot.
  • Create complex, multi-step business processes with a workflow automation
  • Send email alerts
  • Create or update records
  • Generate tasks for others
  • Execute custom business logic to sync external systems from SAP, Oracle, and others
  • Create and send emails in a few clicks, or send out bulk emails to a list of contacts or leads
  • Tracks email delivery to customers in real-time and monitors open and click statistics for all email templates
  • Capture and store data and the relationships between datasets with custom objects
  • Set permissions and visibility for records by business role or department
  • Build complete custom apps for your business on the Insightly platform with validation rules, calculated fields, workflow automation, as well as dashboards and reports
  • Data visualizations to discover insights and chart progress toward your goals
  • Produce and share dashboards and reports with other team members with drag-and-drop ease of use and built-in governance and security.
  • Get relevant data and take action right from your email inbox.
  • Accounting and email marketing tracking right from your CRM
  • Webhooks and open API

Pricing: Plus: $348/y, Professional: $588/y, Enterprise: $1,188/y

Check it out here

 

25) CapsuleCRM

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Add emails, notes, and documents to each contact, storing everything you know about your customer in one place.
  • Segment your audience, transfer your contacts from Outlook, Gmail, vCard, spreadsheets, and any CSV file
  • Create tasks for all your activities with simple color coding.
  • Record your critical steps in an approach using a list of time-dependent tasks that work back from or toward a set date
    Link tasks to contacts, opportunities, or cases
  • Track sales
  • Get a clear summary of every sale, value, and stage.
  • See forgotten sales opportunities as they turn orange if they’ve not been contacted for a set number of days.
  • Thirteen advanced sales reports tell you everything you need to know about your sales and team activity.
  • Connect to Google Data Studio to create any unique reports, forecast and track sales, conversion rates, and top performers
  • See each individual’s activity, making it easier to spot issues and offer support before it impacts your bottom line.
  • Organize Capsule around your teams, so they only see the contacts, opportunities, cases, and tasks relevant to them.
  • Control access to specific contacts
  • Track team performance
  • A simple list of linked, time-dependent tasks
  • Create and share tracks with your whole team so everyone follows the same consistent process.
  • Tracks work towards or back from the end date, sending you a reminder of the day activity is due.
  • Create as many data fields as you need to store all the extra information you collect about your customers
  • Adapt the sales pipeline to suit your business needs, creating the stages and milestones relevant to your unique process
  • Sprinkle your brand colors and logo into Capsule so your CRM feels familiar to the team right from the start.
  • Log calls automatically after each call.
  • Create and complete your tasks plus your sales opportunities straight from your phone, reducing the time spent on administration at the end of the day

Pricing: Teams £24/M, Professional £12/M

Check it out here

 

26) Pipedrive

Target Users

  • Customizable for any industry, including real estate, but not limited to real estate businesses

Features

  • Add deals, their values, win probability, and expected close date, then track them through your pipeline stages.
  • Colored deal rotting cues show when deals are cold, so you know which to tackle first.
  • Organize deals in pipelines and customize the stages to suit your sales cycle
  • Create team pipelines and filter by rep or stage, or have one for each team member
  • Unlimited custom fields let you collect and organize the sales data you need
  • Let your chatbot qualify and route hot, new leads 24/7, and even automate meeting booking.
  • Set questions and instant responses to decide where new leads go
  • Generate quality leads for your pipeline with intuitive and fully customizable web forms
  • Import your data from a spreadsheet or migrate from another CRM like Salesforce, HubSpot, Zoho, and more
  • Create a customizable catalog of your company’s goods, including costs, notes, and more
  • Add the likelihood that a deal will be won and be notified when a deal stays idle for too long.
  • Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history
  • Manage sales conversations from your preferred inbox and have emails automatically linked to deals and contacts
  • Make sales calls directly from the web for fast call tracking, recording, and insights all in one place.
  • Set up meetings in one action by sharing your availability and letting your invitee book a time that works for both of you
  • See what’s coming up in your schedule and manage activities to optimize your time.
  • See where your contacts are with the Google Maps integration and filter them by city, state, and country.
  • Attach files to emails, deals, contacts, and inventory products
  • Customizable signatures
  • AI-powered sales mentor boosts your performance with personalized tips, so you don’t have to think about what to do next.
  • Automate repetitive tasks to create a streamlined sales process for your team
  • Instantly find valuable information on contacts that can be key in closing deals.
  • Choose any combo of in-app, email, and mobile app push notifications to be reminded of upcoming activities.
    Easily connect Pipedrive to other software and develop custom features with the free API key.
best crms for real estate

Pricing: ESSENTIAL: $150/y, ADVANCED: $298.80/y, PROFESSIONAL: $598.80, ENTERPRISE: $1,188/y

Check it out here

27) resimpli

Target Users

  • Mainly real estate investors

Features

  • All-in-one business management, including management of tasks, leads, files, communications, and marketing
  • Marketing spend tracking
  • Automation
  • Build-in phone system
  • Cash buyer management tool featuring filters, import and export buyer lists, and bulk email and SMS
  • Drip-campaigns
  • Digital signatures for contracts and other legally binding documents
  • Direct mailing including 90+ built-in templates
  • Skip tracing
  • Built-in driving for dollars feature
  • Realtime KPI monitoring
  • Inventory management

Pricing: $99-$499 per month

Here you can learn more about the software.

This article has been reviewed by our editorial team. It has been approved for publication in accordance with our editorial policy.

Tobias Schnellbacher

Tobias Schnellbacher