Ever wondered how the most successful real estate businesses manage their client flow with seeming ease? How do they continuously deliver outstanding service, maintain relationships, and ensure seamless transactions, all while growing their customer base?
I’ll let you in on their secret – a stellar Customer Relationship Management (CRM) system.
| Software | Best For | Pricing |
|---|---|---|
| BIGContacts | Contact Management for SMBs & Startups | Forever free plan for startups with 100 contacts. Paid starts at $9.99/month. |
| RealEstateCRM | Marketing | Starts at $19/month for up to 2 users. |
| Streak CRM | Gmail Users | Free for individual users with up to 500 data rows. Paid options start at $15/user/month. |
| Zillow Premier Agent CRM | Access to Insights from Zillow | Custom pricing. |
| Realvolve | Workflow Automation | Starts at $94/month. |
| Real Geeks | Lead Generation & Marketing | $299/month for up to 2 users. |
| LionDesk | Lead Nurturing | Starts at $25/month. |
List of the 7 Best CRM for Real Estate
To create this list of the best CRM for realtors, I scrutinized aspects like contact management, task automation, and integrations. Personal experiences and user-friendliness were equally vital — no one needs a tool that’s more complex than it’s worth. Additionally, good reviews, popularity among industry experts, and a proven track record were fundamental in my selection process.
1. BIGContacts – Best Contact Management Software for SMBs & Startups
Starting off with BIGContacts, a dynamic CRM solution aimed at enhancing contact management and facilitating business growth.
I found it particularly useful for organizing contacts, tracking communication, scheduling appointments, and managing tasks within the team. It’s designed for ease of use, reducing complexity, and ensuring a smooth user experience.
Real estate agents will love the valuable customization options (from data fields to user access permissions) that this contact management software for real estate offers. Plus, it does the heavy lifting, setting up tasks and reminders so that you never miss a beat.
And when I say BIGContacts goes beyond, trust me, it does! Stellar support is available round the clock via phone, chat, or email, ready to help resolve any hiccup you might encounter.
What You’ll Like:
- Robust reporting and analytics to track business performance
- Automated workflows to boost productivity and get rid of manual errors
- Effective sales pipeline tracking and marketing automation
- Webform connection to capture more leads and store their information effortlessly
- Static and dynamic contact lists for effective segmentation and more targeted interactions
What You May Not Like:
- Searching for email templates could be simplified
- Frequent software updates, while helpful, might require constant adaptation
Pricing:
- Forever free plan for startups with 100 contacts. Paid starts at $9.99/month.
2. RealEstateCRM – Best Marketing Solution for Real Estate Businesses
Image Source: RealEstateCRM
RealEstateCRM offers a comprehensive solution to help real estate businesses manage leads, contacts, and transactions.
But I think where it hits a home run is its marketing capabilities.
You can easily send mass emails to prospects and generate landing pages using listings – both huge time savers for real estate agents. Plus, it pools all the information related to leads from multiple channels to one place, allowing you to drive more personalized engagement.
The commercial real estate CRM solution lets you use email templates, contact tags, and advanced search views to be more productive. RealEstate CRM is also extremely customizable to fit individual business needs.
What You’ll Like:
- Property listing management makes it easy to sync information with clients and create websites for lead generation
- Contacts can be segmented into lists for better organization
- Lead capture from websites, social media, and other platforms
- Collaboration is made easier with features like one-click assignment, Google Calendar integration, and custom user roles
What You May Not Like:
- Unlimited users and teams are only available in the custom-priced Enterprise plan, making the tool somewhat expensive compared to other alternatives
- Limited customization options for templates
Pricing:
- Starts at $19/month for up to 2 users.
3. Streak CRM – Best for Gmail Users
Image Source: Streak
Streak CRM integrates seamlessly with Gmail, making it easy to manage leads and deals without switching between multiple platforms.
Through features like email tracking, customizable pipelines, and mail merging, you can stay on top of your transactions and communications effortlessly.
In my experience with the tool, the 360-view of contacts was my absolute favorite. At a glance, I could see each client’s purchases, sales, and interactions. It was like having their story laid out, helping me anticipate their needs and provide personalized solutions.
And speaking of personal touch, tracking birthdays, anniversaries, and personal details became much easier, helping foster strong client relationships.
What You’ll Like:
- Full Gsuite integration and tasks syncing with Google Calendar
- Customizable pipelines to match specific real estate workflows
- Email power tools like tracking views on sent emails, email snippets, and personalized mass emails
- iOS and Android mobile app access for on-the-go updates
- Reporting tools to track business performance, calculate commissions, etc.
What You May Not Like:
- Not suitable for people who do not prefer using Gmail
- Some users report occasional synchronization issues
Pricing:
- Free for individual users with up to 500 data rows. Paid options start at $15/user/month.
4. Zillow Premier Agent CRM – Best for Access to Zillow Audience
Image Source: Zillow Premier Agent
Zillow Premier Agent CRM combines the power of the Zillow network with comprehensive lead management capabilities. It allows you to tap into Zillow’s vast audience, manage your leads efficiently, and track performance with ease.
What I especially like about this real estate agent CRM is that it offers agents the ability to send personalized recommendations to clients based on the properties they viewed or searched for on Zillow previously.
With features like direct routing, lead nurturing, and mobile notifications, and quick response tools, it empowers you to optimize your outreach with a marketing edge.
What You’ll Like:
- Direct lead routing and prioritization to maximize conversions
- Robust lead nurturing programs and follow-up reminders
- Easy collaboration and communication between team members
- Personalized reports help monitor team performance and optimize marketing efforts
- Mobile CRM app to help agents work on the go
What You May Not Like:
- Limited value for non-Zillow users and high reliance on Zillow traffic
- There is a steep learning curve for new users
Pricing:
- Custom pricing (Based on ZIP code).
5. Realvolve – Best for Workflow Automation
Image Source: Software Advice
Realvolve combines efficiency and relationship-building tasks into one easy-to-use CRM platform. It lets you create conditional workflows that contribute to enhanced efficiency and reduce manual work.
From lead management to automated task lists and email tracking, it simplifies your real estate processes while keeping you focused on client relationships.
Realvolve offers a robust suite of features such as task reminders, bulk campaigns, and customizable templates to help you stay organized and nurture long-term, meaningful connections.
I also liked the custom access permissions for admins, allowing for better accountability within the team.
What You’ll Like:
- Actionable recommended actions and predictions to improve your performance
- The ability to store photos, documents, records of services, and other related information in one place
- Advanced search and tags help categorize contacts effectively
- Strong system integrations and API support
What You May Not Like:
- Customization options could be more flexible
- Some users report occasional software glitches
Pricing:
- Starts at $94/month.
6. Real Geeks – Best for Lead Generation & Marketing
Image Source: Real Geeks Help Center
Real Geeks is a comprehensive real estate CRM and lead generation solution with a focus on IDX websites and marketing automation.
By offering tools like property valuation, lead capture forms, and automated follow-ups, it makes sure that you catch potential clients’ attention and keep them engaged throughout the buying process.
I also find the ability to track lead activity to find high-engaging prospects to be extremely valuable. Plus, the tool helps you find social profiles of leads, assign them automatically, as well as set up autoresponders to save time and boost efficiency.
What You’ll Like:
- Internet Data Exchange or IDX website integration for enhanced lead generation
- Automated marketing tools for email campaigns and follow-ups
- In-depth analytical data to track performance
- Mobile app helps you access and update vital information even on the go
- Active online community and strong customer support
What You May Not Like:
- Difficult customization of IDX websites
- The tool has a higher cost compared to competitors
Pricing:
- $299/month for up to 2 users.
7. LionDesk – Best for Lead Nurturing
Image Source: LionDesk
LionDesk is a powerful CRM solution for real estate agents that aims to simplify lead nurturing, client communication, and transaction management.
The platform includes features such as contact management, video email, task management, text messaging, and autoresponders. This way, all your leads and communication are stored in one place, making them easier to track and manage.
LionDesk combines the best of technology with robust CRM functions to help you grow your business and nurture relationships. You can advertise your listing, automate communication, set up reminders, and run multi-channel campaigns using this power-packed solution.
What You’ll Like:
- Efficient lead nurturing through automated drip campaigns, tasks, and reminders
- Excellent communication tools, including video email and texting
- Pre-built email and text campaigns can save a considerable amount of time and effort
- Customizable client and transaction management processes
- Allows lead import from third-party sources like Zillow, Trulia, etc.
What You May Not Like:
- No built-in property management features
- Some users report that customer support is not up to the mark
Pricing:
- Starts at $25/month.
Which is the Best Real Estate CRM?
Choosing the best CRM in real estate depends heavily on your specific needs and use case.
Option A: BIGContacts
BIGContacts is a strong option if contact management is your primary focus. With simplicity, usability, and a host of features designed around contacts, it’s perfect for small real estate teams that want to strengthen people-focused operations and grow their business.
Option B: Streak CRM
Streak CRM for Real Estate comes in handy if you primarily operate within Gmail for your communications and lead handling. This CRM greatly simplifies your workflow, reducing the need for shuffling between multiple platforms, making it suitable for individual agents or small teams.
Option C: Real Geeks
Thirdly, Real Geeks can be the go-to choice if your requirement revolves heavily around lead generation and marketing. Its powerful IDX website tools and marketing automation features make it ideal for teams focused on aggressive lead capturing and nurturing.
Furthermore, options to automate workflows and stellar customer support lend BIGContacts an edge that helps businesses not just manage but grow!
Evaluation Criteria
- The evaluation of products chosen for this article follows an unbiased, systematic approach that ensures a fair, insightful, and well-rounded review. This method employs six key factors:
- User Reviews / Ratings- Direct experiences from users, including ratings and feedback from reputable sites, provide a ground-level perspective. This feedback is critical in understanding overall satisfaction and potential problems.
- Essential Features & Functionality: The value of a product is ascertained by its core features and overall functionality. Through an in-depth exploration of these aspects, the practical usefulness and effectiveness of the tools are carefully evaluated.
- Ease of Use: The user-friendliness of a product or service is assessed, focusing on the design, interface, and navigation. This ensures a positive experience for users of all levels of expertise.
- Customer Support: The quality of customer support is examined, taking into account its efficiency and how well it supports users in different phases – setting up, addressing concerns, and resolving operational issues.
- Value for Money: Value for money is evaluated by comparing the quality, performance, and features. The goal is to help the reader understand whether they would be getting their money’s worth.
- Personal Experience / Expert’s Opinion or Favorites: This part of the evaluation criteria draws insightful observations from the personal experience of the writer and the opinions of industry experts.
Learn More About Real Estate CRM Apps
What is a CRM?
A CRM or Customer Relationship Management system is a software solution that helps businesses manage, organize, and analyze interactions with customers, driving sales growth, enhancing customer retention, and streamlining processes.
What are the specific features of CRM for real estate agents?
CRM features for real estate agents include contact and lead management, property tracking, transaction oversight, marketing automation, task management, and collaboration tools. Such a tool should also offer the ability to integrate with software like billing and invoicing, business analytics, lead generation, etc.
Why should realtors use CRM?
The benefits of CRM in real estate are plenty. A powerful CRM application can help simplify lead nurturing, automate routine tasks, optimize marketing efforts, ensure effective client communication, and facilitate collaboration within their teams, ultimately saving time and increasing sales.
How do I use CRM to grow my real estate business?
To use CRM effectively, focus on organizing and segmenting contacts, automating tasks and follow-ups, tracking deals and transactions, analyzing performance data, and integrating the CRM with industry-specific tools to enhance overall efficiency.
How do I choose the best CRM for real estate?
To choose the best CRM for real estate, consider your specific needs, budget, and workflow. Evaluate CRM solutions based on features, ease of use, scalability, integration with other tools, and the quality of customer support provided.
Watch this quick video to learn more about how to choose the right CRM solution for your business:
How much do real estate CRMs cost?
Real estate CRM costs can vary significantly, ranging from $9.99 to $500 per user per month, depending on features, user capacity, and system type. However, there are affordable solutions like BIGContacts that cater to diverse needs, offering a “free forever” plan to get started and scalable pricing tiers as your business grows, making it a valuable and wallet-friendly investment.
Do you want to make more sales?
BIGContacts is the #1 contact management software & CRM to close more sales.
