Best Real Estate CRM For Real Estate Agents

Are you a real estate agent still struggling with paperwork and spreadsheets to manage your properties and investor contacts?

Do you find it impossible to keep track of all the mobile calls, texts, and emails when communicating with your investors and prospects? 

If coordinating with investors feels chaotic and fire drill-like every day, then you desperately need an automated system specifically designed for real estate investment management. 

Investing in a real estate CRM Software in 2024 could solve many headaches by being your real estate business’ command center to:

– Maintain detailed investor profiles in one secure, searchable database

– Log all property details including ownership, finances, tasks 

– Track communications history across email, calls, and text messages

– Automate follow-ups and deal with workflow checklists 

– Identify new investor opportunities through referrals

But which CRM is the best for managing investor relations and deals? Keep reading to find out!

With a simple, easy-to-use CRM designed for real estate investing, you can say goodbye to spreadsheets and messy emails. All your investor and property info is neatly organized, so you never miss a beat. Plus, automatic reminders make sure you stay on track with every deal. And with built-in reports, you can see how your portfolio is doing with just a quick glance.

The Best Real Estate CRM can make your life a whole lot easier, improve your relationships with investors, and help your business grow faster. So don’t wait – invest in a Real estate CRM made just for real estate investors like you.

“According to studies 87% of real estate agents say CRM software has increased sales productivity in their business.”

What is Real Estate CRM Software?

A real estate CRM, or Customer Relationship Management system, is a special type of software that helps real estate professionals like investors, agents, and brokers to manage all their customer relationships and business data in one organized place.

Basically, a CRM acts as a central database where you can store detailed information and notes on all the important people you work with – investors, buyers, sellers, contractors, and more. Instead of dealing with scattered spreadsheets and papers, the CRM keeps everything digitally filed away.

Read more: Best CRM Software for Small Businesses

Here is a table comparing traditional real estate tools vs an all-in-one CRM for Real estate:

Traditional Real Estate Tools	Modern SalesTown CRM
Mobile access keeps the information up-to-date	Using separate contact manager and Excel sheets to store data
Manually entering listings into a spreadsheet	Centralized listing database integrated with MLS
Email and calendar in separate programs	Built-in email and calendar connected to contacts
No sales pipeline visibility	Deal pipeline dashboards for forecasting
Disjointed systems and missing information	All data and tools accessible on one platform
Hard to spot opportunities and trends	Analytics and reports to uncover insights
Data and tools don’t sync across devices	Mobile access keeps information up-to-date

Benefits of using a CRM for Real Estate

A Real Estate CRM system is a must-have tool for real estate agents to build and manage client relationships for repeat and referral business. It keeps all client and prospect information in one easy-to-access place, ensuring that communications are organized and timely, which helps in making sales.

With a CRM, agents can keep track of emails, phone calls, meetings, and property showings. This makes sure every interaction is professional and purposeful. It helps agents see when to follow up, keeping deals moving forward. It also provides valuable data on lead response times, deals closed, and client retention over time, allowing agents to improve their marketing and sales processes.

While closing deals is important, true success in real estate comes from creating lifelong advocates. A CRM helps agents build trust and strengthen relationships, ensuring clients are satisfied and likely to recommend them to friends when they need real estate services.

What are some most important features to look for in a Real-Estate CRM?

Choosing the appropriate Real Estate Customer Relationship Management (CRM) software is crucial for optimizing and organizing your real estate business. When comparing CRM systems, you should examine many key characteristics to make an informed decision:

Contact tagging: Contact tagging serves as essential for categorizing your leads and clients based on a variety of characteristics, including lead source, property preferences, buying stage, and more. You can segment your contacts with this tool for targeted marketing and personalized communication. It’s a critical component of a real estate CRM.

Integration: A real estate CRM must have integration capabilities. Ensure that your CRM can integrate with other tools and services that you use daily, such as email, calendar apps, document management systems, and even accounting software. This interoperability saves time and reduces the need for human data entry.

Automation: In the real estate market, automation is a game changer. Look for a CRM that allows you to automate things like follow-up messages, and appointment scheduling. Routine process automation frees up your time to focus on high-value tasks while ensuring that no leads fall through the cracks.

Deal Pipeline: Managing the deal pipeline is critical for real estate professionals. Your CRM should provide a clear and customized pipeline view that allows you to trace each deal’s progress from initial contact to closing.  This feature keeps you organized and on top of every transaction, helping you move deals forward efficiently.

Top 10 Best CRM for Real estate CRM for All Real Estate Agents

SalesTown CRM: Best Overall

SalesTown CRM is a highly regarded choice for real estate professionals. It’s designed specifically for the real estate industry and offers a wide range of features to streamline your operations and manage your client relationships.

 Key Features:

• Lead and Contact Management: Allows you to store and organize all your leads and client contacts in one centralized database, including their details, communication history, and property preferences.
• Sales Pipeline and Opportunity Tracking: Helps you manage your sales pipeline by tracking deals, opportunities, and their respective stages, giving you a clear overview of your sales process.
• Customizable Reports and Dashboards: Offers customizable reporting and dashboard features, allowing you to track key metrics, analyze performance, and make data-driven decisions.
• Integration Options: Provides integration capabilities with various third-party apps like magic bricks,99 acres, housing.com sulekha, etc. allowing you to connect and sync data with other tools you use.
• Geo Tracking App for Sales Reps: Includes a dedicated mobile app for sales representatives, enabling them to track their location and activities on the go.
• Built-in Email Marketing: SalesTown’s built-in email marketing features enable you to create and send targeted email campaigns, nurture leads, and communicate with clients directly into SalesTown.

Pricing: Pricing for SalesTown CRM is available on a per-user basis, with tiered pricing plans to suit the needs of small to large real estate agencies. paid plan starts at around 4.79$/user/month.

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Pipedrive: Best CRM For Real estate transaction management

 Pipedrive is a sales-focused CRM with a customized user interface that is perfect for real estate agents who want to effectively oversee their sales activities.

Key Features:

• Contact and Deal Management: Allows you to manage and organize your contacts, leads, and deals in a centralized location, with the ability to track interactions and activities.
• Email Integration: Integrates with your email client, enabling you to send and receive emails directly from within the Pipedrive interface and automatically log interactions.
• Sales Reporting: Provides detailed reporting and analytics features to track your sales performance, pipeline health, and other key metrics.
• Goal Tracking: This allows you to set and track specific sales goals and targets, helping you stay motivated and focused on achieving your objectives.

Pricing: Pipedrive offers various pricing plans, with the starting price at around $12.50 per user per month.

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LionDesk: Best CRM For real estate with artificial intelligence (AI) tools

LionDesk is a real estate CRM Software and marketing tool that supports agents in developing and nurturing client connections.

Key Features: 

• Contact and Lead Management: Offers tools to manage and organize your contacts, leads, and client information in a centralized database.
• Email and SMS Marketing: Includes email and SMS marketing capabilities, allowing you to send targeted campaigns and communications to your contacts.
• Task Automation: This enables you to automate various tasks and workflows, such as follow-up reminders, lead nurturing, and more, saving you time and increasing efficiency.
• Pipeline Tracking: This helps you track and manage your sales pipeline, including deal stages, activities, and progress.

Pricing: LionDesk offers pricing plans starting at around $25 per user per month.

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Buildium: Best real estate CRM for integrations

Buildium is a comprehensive CRM solution tailored for real estate professionals. Whether you manage residential, commercial, or association properties, Buildium empowers you to handle tasks efficiently and enhance tenant relationships.

Key Features:

• Property Management: Provides comprehensive property management tools, including tenant management, maintenance tracking, and accounting integration.
• Tenant Communication: Offers features for streamlining communication with tenants, such as messaging, notifications, and document sharing.
• Accounting Integration: Integrates with popular accounting software, allowing you to sync financial data and streamline bookkeeping processes.
• Maintenance Tracking: Enables you to manage and track maintenance requests, work orders, and vendor communication.

Pricing: Pricing plans start at $50 per month, Free trial available.

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AppFolio: Best real estate CRM for automation

AppFolio, a cloud-based property management CRM Software designed to simplify your workflow. Ideal for residential and commercial property managers, AppFolio offers a user-friendly interface and robust features to streamline day-to-day operations.

Key Features:

• Online Leasing: Offers online leasing capabilities, allowing tenants to apply and sign leases digitally.
• Mobile Accessibility: Provides a mobile app for property managers and tenants, enabling access to information and features on the go.
• Rent Collection: Includes tools for streamlining rent collection processes, such as online payments, automated reminders, and tracking.
• Owner and Vendor Portals: Offers dedicated portals for property owners and vendors, facilitating communication, document sharing, and collaboration.

Pricing: Residential: $1.40/unit/month, Commercial: $1.50/unit/month, Student Housing: $1.40/unit/month

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Rent Manager: Best real estate CRM for marketing

Rent Manager, created by London Computer Systems, is a cloud-based solution catered towards residential property managers and landlords. Key features include maintenance tracking, accounting tools, customizable reports, and automated reminders to streamline collecting rent, communicating with tenants, and managing properties.

Key Features:

• Property Management: Provides property management tools for residential properties, including tenant management, maintenance tracking, and accounting integration.
• Tenant Communication: Offers features for communicating with tenants, such as messaging, notifications, and document sharing.
• Accounting Integration: Integrates with popular accounting software, allowing you to sync financial data and streamline bookkeeping processes.
• Maintenance Tracking: Enables you to manage and track maintenance requests, work orders, and vendor communication.

Pricing: Pricing plans start at $49 per month, with a free trial available.

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Propertyware: Best CRM for real estate management

Propertyware is a popular CRM solution by RealPage focused on the needs of commercial and residential real estate brokers and agents. Offering mobile access and integration with the Multiple Listing Service (MLS), Propertyware centralizes listing management, buyer/seller contacts, showings, offers, and e-signatures to enhance productivity. 

Key Features:

• Property Management: Provides property management tools for both commercial and residential properties, including tenant management, maintenance tracking, and accounting integration.
• Tenant Communication: Offers features for communicating with tenants, such as messaging, notifications, and document sharing.
• Accounting Integration: Integrates with popular accounting software, allowing you to sync financial data and streamline bookkeeping processes.

Maintenance Tracking: Enables you to manage and track maintenance requests, work orders, and vendor communication.

Pricing: Pricing plans start at $55 per month, with a free trial available.

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Wise Agent: Best CRM for real estate leads tracking system

Wise Agent is a comprehensive CRM designed specifically for real estate professionals. It goes beyond basic contact management by offering

Key Features:

• Smart Lead Capture: Offers tools for capturing leads from various sources, such as your website, social media, and online advertising.
• Automated Workflows: Allows you to set up automated workflows and processes, such as lead nurturing, follow-up reminders, and task assignments.
• Powerful Communication Tools: Includes features for streamlining communication with clients and leads, such as email, SMS, and call logging.
• Detailed Reporting and Analytics: Provides detailed reporting and analytics capabilities, allowing you to track performance, analyze data, and make informed decisions.
• Mobile App: Offers a dedicated mobile app for accessing and managing your CRM data on the go.

Pricing: Wise Agent offers tiered pricing plans starting at around $29 per user per month.

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Follow-Up Boss: Best real estate CRM for Client Follow Up

Follow Up Boss is a CRM built specifically for sales-focused real estate agents. It excels in fostering relationships through efficient communication

Key Features:

• Power Dialer: Includes a powerful dialing system that integrates with your CRM, allowing you to make and receive calls efficiently.
• Automated Texting: Offers automated texting capabilities, enabling you to send personalized text messages to leads and clients at scale.
• Real-time Tracking: Provides real-time tracking and reporting features, allowing you to monitor your team’s activities and performance.
• Deep Integrations: Offers deep integration capabilities with various third-party tools and services, enabling seamless data synchronization.
• Collaboration Tools: Includes collaboration tools for team members, such as shared calendars, task assignments, and communication channels.

Pricing: Follow Up Boss offers tiered pricing plans starting at around $29 per user per month.

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Real Geeks: Best Free CRM for real estate marketing solution

Real Geeks goes beyond traditional CRM functionality by offering website management and marketing tools

Key Features:

• IDX Website Integration: Allows you to integrate your real estate website with the Multiple Listing Service (MLS), enabling you to showcase property listings directly on your site.
• Powerful Email Marketing: Includes robust email marketing tools for creating and sending targeted email campaigns, nurturing leads, and communicating with clients.
• Social Media Marketing: Offers features for managing and automating your social media marketing efforts, including posting and scheduling content.

Lead Scoring: Provides lead scoring capabilities, allowing you to prioritize and focus on the most promising leads based on their engagement and behavior.

Pricing: Real Geeks offers tiered pricing plans starting at around $39 per user per month.

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How to Choose the Best CRM for Real Estate Agents?

Choosing the best Customer Relationship Management (CRM) software for your real estate Agents is essential for properly handling leads, clients, properties, and transactions. Here are some tips for choosing a CRM software for your Real  Estate.

• Decide what features you need. Do you want something to just track contacts, or do you need more advanced capabilities like marketing automation, transaction management, etc.?

• Look for real estate-specific CRMs. They are designed with the real estate process and terminology in mind, making them easier to use.

• Consider mobility. As a real estate agent, you’ll likely need to access the CRM from your smartphone or tablet when out with clients. Make sure it has a good mobile app.

• Integration with other tools is key. The CRM should integrate smoothly with your email, calendars, websites, or real estate portals, etc. This avoids double data entry.

• Check import/export abilities. You’ll want an easy way to get your existing contacts into the new CRM.

• Look at ease of use. The simpler and more intuitive the interface, the more likely you’ll actually use the CRM consistently.

• Consider costs. Many charges per user per month. Calculate the total costs over 1-2 years as you compare options. Search for phrases like “free trial of real estate CRM “ or “best real estate crm demo”

• Read reviews from other real estate professionals to get a sense of the pros and cons of each system. Look for keywords like “real estate CRM reviews” or “recommended CRM for real estate agents.”

Key benefits of SalesTown CRM for Real Estate Agents

Easy Lead Collection and Sharing:

SalesTown makes lead collection and sharing a breeze. It gathers leads from popular real estate websites like Housing, 99acres, Magicbricks, and even your own website, putting them all in one convenient place. Plus, it automatically distributes leads to your team, ensuring that everyone gets a shot at the best prospects.

Boost Productivity and Revenue:

Boosting productivity and revenue is easy with SalesTown. It takes care of the tedious tasks like assigning leads and setting reminders, freeing you and your team to focus on closing deals. Spend less time on admin work and more time making money and building relationships with clients.

Integration with popular LMS tools:

SalesTown seamlessly integrates with popular real estate portals like 99acres, Magicbricks, Housing, and other lead management systems (LMS) or tools, ensuring a smooth flow of data and eliminating the need for manual entry across multiple platforms.

Follow-Ups & Reminder:

With SalesTown, staying connected with leads is effortless. It sends out personalized follow-up emails and reminders on your behalf, keeping you top of mind with potential clients. This means less time spent on repetitive tasks and more time making money and strengthening client connections.

Organized Deal Management:

SalesTown helps you keep your deals organized with customizable pipelines for different selling and transaction stages. You can track the value of each deal, monitor pipeline progress, and always know exactly where each deal stands.

Insights for Growth:

And when it comes to growth, SalesTown provides smart insights into your team’s performance and areas for improvement. With easy-to-understand reports and dashboards, you can make better decisions and set your team up for success.

Look no further Get a free Demo and start your CRM journey with SalesTown

SalesTown The Best real estate CRM with Field Mobile App 

As a real estate agent, being able to quickly access and update your client information on-the-go is hugely important. That’s why SalesTown’s CRM comes with a full-featured mobile app.

With the SalesTown mobile app on your phone or tablet, you have your entire details of leads, prospects, and clients right at your fingertips wherever you are. you can Pull up the client’s details in just a few taps. 

The mobile app is designed specifically for real estate teams, with capabilities like:

• Click-to-call buttons to easily dial leads from their profiles
• Integrated mapping to get turn-by-turn directions to listing addresses
• templates tailored for things like listing follow-ups and open house reminders
• Task reminders to keep you on top of your to-dos
• Lead capture forms to instantly add new prospects you meet while out-and-about.
• Integrated mapping provides turn-by-turn navigation to listing appointments and client visits.
• Track client visit activity on a map, including nearby visits within a customizable range (1km,5km,etc)
• Check in and out of client visits with a timer and location stamp, keeping track of your schedule and providing valuable data.
• See both scheduled and completed visits in one list, ensuring a clear picture of your day.

Having SalesTown’s real estate CRM capabilities on your mobile device means you can ditch the paper files and notepads. All your client data is digitized, up-to-date, and readily accessible no matter where you’re working from that day. Whether you’re an individual agent or part of a larger team, the SalesTown mobile app keeps everyone aligned by allowing full mobility and seamless cloud-based data access.

How real estate businesses can grow by integrating WhatsApp Web with Salestown CRM:

Real estate businesses can grow faster by connecting WhatsApp Web to Salestown’s CRM system. This allows agents to chat directly with clients on WhatsApp and turn those chats into sales leads in one place.

When a new lead contacts an agent on WhatsApp, their information is automatically saved in the CRM. Agents can see the full history of conversations with each lead there. This helps them understand leads better and prioritize the hottest ones.

The CRM also makes it easy to schedule WhatsApp reminder messages to follow up with leads. Agents get notifications instantly when leads respond. By tracking response times and chat statistics, agents can improve results.

With Salestown’s WhatsApp CRM, you can reduce App-Switching, and real estate companies capture more leads faster. 

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Future Trends for CRM Software in the Real Estate Industry in 2024

The real estate market is always changing, and customer relationship management (CRM) solutions play an important role in helping real estate professionals better understand and serve their clients. Here are some CRM future trends in the real estate industry:

AI-Powered Predictive Analytics: CRM systems in real estate will increasingly rely on artificial intelligence (AI) and machine learning to give predictive analytics. These systems will help real estate agents identify possible buyers and sellers by evaluating past data and forecasting future property transactions. This can help to expedite lead creation and increase conversion rates.

Chatbots and AI Assistants: Chatbots and AI-powered virtual assistants will become essential components of CRM systems. They will handle routine inquiries, schedule appointments, and provide property information 24/7,  enhancing client service and freeing up agents’ time for more complex tasks.

Blockchain for Secure Transactions: Blockchain technology can be used in CRM systems to enable secure and transparent property transactions. It can help speed up the purchasing and selling process, decrease fraud, and increase trust between parties.

Mobile-First CRM: Mobile-first CRM applications will rule, allowing real estate professionals to manage leads, engage with clients, and access essential data while on the go. Location-based services will be supported by mobile apps, making it easier to show properties to potential buyers. 

5G Connectivity: The deployment of 5G networks will allow for faster data transfer that will improve the capabilities of real estate CRM systems. This will support  Real-time video conferencing, high-quality virtual property tours, and faster data synchronization.  

Frequently Asked Questions ( Faqs ) For Real estate CRM Software

Q. What is CRM for real estate investors?

Customer Relationship Management (CRM) for real estate investors is a specialized system designed to help investors effectively manage and nurture relationships with clients, leads, and partners in the real estate industry. It enables users to centralize and organize information, track interactions, and streamline communication to enhance engagement and collaboration. CRM tools for real estate investors often include features such as lead management, deal tracking, task automation, and analytics, providing a comprehensive solution to optimize the investor’s workflow and improve overall efficiency in the dynamic and competitive real estate market.

Q. What are the main benefits of real estate CRM?

A real estate Customer Relationship Management (CRM) system proves invaluable for professionals in the industry, offering a centralized hub that streamlines communication and management of leads, contacts, and transactions. Automated follow-ups and task reminders enhance organizational efficiency, ensuring agents stay on track with crucial deadlines. The inclusion of analytics tools empowers agents to glean insights into their business performance, facilitating informed decision-making. By prioritizing personalized communication and timely responses, real estate CRMs strengthen client relationships, ultimately contributing to heightened customer satisfaction and increased overall productivity in the fiercely competitive real estate market.

Q. How to choose a real estate CRM Software?

When choosing a real estate CRM (Customer Relationship Management) system, consider your specific needs and priorities. Look for a platform that offers easy customization, integration with other tools, and scalability to accommodate your business growth. Prioritize features such as contact management, lead tracking, automated communication, and task management. Ensure the CRM is user-friendly and provides robust reporting and analytics. Check for mobile accessibility to manage tasks on the go. Additionally, consider customer support and training options. Finally, evaluate the cost and choose a CRM that aligns with your budget while delivering the essential functionalities for efficient real estate management.

Q. What is the best real estate CRM software in 2024?

Determining the “best” real estate CRM depends on your specific needs and budget. However, SalesTown CRM is a strong contender known for its affordability and user-friendliness.

Here’s a quick overview of SalesTown CRM:

• Focus: Small and mid-sized businesses
• Strengths: Simple interface, robust customer profiles, customizable pipelines, mobile access, affordable pricing.
• Unique features:  sales forecasting, workflow automation, WhatsApp integration.
• Pricing: Start with very affordable pricing and best customer support.  

If you’re a real estate team seeking a user-friendly and budget-conscious CRM, SalesTown is worth exploring. I’m sure you won’t regrate.