8 Free Real Estate CRM Software 2023

Data analytics and governance play an important role when using the Freshsales CRM for real estate professionals. The analytics provide strategic insights into performance through a series of reports like sales cycle, velocity reports, and sales activity. These reports help agents become more data-driven by understanding which activities correlate to closing deals and the length of time it takes to convert leads into deals. On the other hand, data governance will ensure that agents and team members access only information available to their role or department.

Main dashboard (Source: Fit Small Business)

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Sales analytic reporting (Source: Freshsales)

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Additional Freshsales Features

• Mobile application: The mobile application provides agents with real-time notifications, text message communication with clients, and voice recordings, and lets agents check in and check out at assigned client appointments.
• Date integrations: Freshsales connects to other productivity applications like QuickBooks, DocuSign, Zapier, and more.
• System customizations: Customize the CRM to fit your sales cycles, contact lifecycles, and create custom fields.
• Sales pipeline management: Helps agents prioritize, track, and monitor incoming leads with unique sales pipeline creation to match the sales process, but can also have different pipelines for different geographies and deal types.

Freshsales Pricing

The Freshsales’ CRM pricing reflects team size and operation requirements. There is a free CRM for real estate, plus three paid tiers based on customization needed, AI requirement, sales territories, auditing requirement, etc. Agents can choose to pay on a monthly basis or receive a small discount with an annual purchase. Here is a pricing breakdown per user, per month, for each plan:

• Free: The free account includes contact and account management tools, lifecycle stages, chat, email, and phone features, 24×5 support, and mobile application access.
• Growth: $18 for everything in the Free plan plus visual sales pipeline, contact scoring, sales sequences, 2,000 AI bot sessions per month, and WhatsApp business features.
• Pro: $47 for everything in Free and Growth plans plus the ability to have multiple sales pipelines, time-based workflows, deal insights, 3,000 bot sessions per month, and sales teams and territory management.
• Enterprise: $83 for everything in previous plans, additional customization modules, AI forecasting, audit logs, 5,000 bot sessions per month, and a dedicated account manager.

Freshsales Reviews

Freshsales CRM scored 4.6 out of 5 based on 1,020 reviews. Many users found the CRM was completely customizable to fit their sales environment and complex use cases. It’s not a one-size-fits-all CRM for companies with unique structures and growth limitations. One user said the CRM helped them shorten their sales cycle through automated marketing campaigns.

A few negative reviews of Freshsales centered around how the data was integrated into the platform. One user said they could not have custom contact filters based on custom fields. One client was disappointed to find out the limitations with the number of emails that could be sent out through the platform per month. Users who would like a higher daily email allowance should consider HubSpot’s CRM, as they allow 500 emails per day on the free account.

Besides being a free CRM for realtors, Zoho CRM is a powerful system that can house all business data and client information. Agents can also store their employee data, contacts, and transaction activities on the platform. Zoho CRM streamlines business operations through its automation features like routine task reminders and interaction with third-party applications like Mailchimp, Slack, and Google Workspace.

Zia predictive analytics report (Source: Fit Small Business)

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Record detail page designed by Canva (Source: Zoho CRM)

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Additional Zoho CRM Features

• Listing management: Through the Zoho Developer Console, agents can create custom modules that can act as a database to contain available listings.
• Team collaboration tools: The free real estate CRM software allows teams to communicate through activity feeds, chat, notes, and so on.
• Sales analytics: Monitor sales activity and make data-driven decisions with activity reporting, marketing campaign results, team performance, and more.
• Omnichannel communication: Connect and engage with clients through phone, chat, email, social media, and webforms.

Zoho CRM Pricing

Zoho CRM offers a free plan without a credit card required for sign up. In addition to the free plan, they offer four paid plans billed by the number of users on a monthly or annual basis (listed below as monthly pricing).

• Free: The free real estate CRM provides access to marketing, and customization features, webforms, and limited integrations.
• Standard: For $20, agents get the features in the free plan plus sales automation, CRM analytics, data administration, email tools, and integrations.
• Professional: For $35, you get everything in the Standard plan plus process management, customer support modules, and inventory management.
• Enterprise: For $55, get everything in the Professional plan plus access to Zia.
• Ultimate: For $65, access everything in the Enterprise plan plus back-end integrations.

Zoho CRM Reviews

Clients of Zoho CRM said they were impressed with receiving features like mail templates, emails, contact management, and invoice management—all for an affordable price. Positive reviews mention the ease of transferring data to the CRM and having a space to keep documents centralized, which is probably why Zoho CRM was rated a 4 out of 5. The CRM is so customizable that many clients use the CRM for internal organization purposes alone.

Out of the box, the platform was not up to par for some clients. Their platform required some customization to fit their business. One user was disappointed that you could not delete a user. You had to mark them inactive, which they found inconvenient. Another user mentioned the email marketing tracking capability was difficult to locate within the CRM. For better marketing visibility, Agile CRM offers a dashboard that clearly outlines marketing activities in an easy-to-digest format.

The free Agile CRM plan offers sales features for up to 10 users. The free plan features include contact storage, management, and email tracking. Additionally, the plan comes with custom data fields, lead scoring, unlimited storage of documents, and deals and task management. Agents can also schedule appointments directly through the CRM and create custom business milestones. These features support the entire real estate sales cycle from client lead generation to deal closure without adding extra integrations.

Marketing dashboard (Source: Fit Small Business)

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Gamification dashboard (Source: Agile CRM)

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Additional Agile CRM Features

• Lead prospector: Ability to find prospective clients on social media platforms and add them directly to the CRM.
• Electronic signatures: Easily upload documents into the CRM and create a form field for e-signature for faster document completion.
• Team chat software: Allows real estate teams to communicate within the platform through chat, video, and file sharing capabilities.
• Inbox: Having an inbox directly in the CRM reduces the need to switch between multiple applications. Agents can also manage third-party inboxes directly in their CRM.

Agile CRM Pricing

Four simple per-user, per-month plans are offered in Agile CRM. Agents can switch between plans as needed. For paid plans, payment can be made monthly with discounts for yearly and two-year commitments.

• Free: For up to 10 users and up to 1,000 sales contacts, includes all the basic sales and marketing features like email campaigns, web-to-lead, and landing page builder. The platform also provides canned responses, basic reports, one plugin, and contact-level analytics.
• Starter: Starting at $8.99 for up to 10,000 contacts and the addition of two-way email integration, marketing automation, social monitoring, and the knowledge base.
• Regular: Starting at $29.99 for up to 50,000 contacts, custom deal tracks, two-way telephony, and mobile marketing.
• Enterprise: Starting at $47.99 for unlimited contacts and post-call automation, call recording, automated voicemails, SendGrid integration, and access controls.

Agile CRM Reviews

Users of Agile CRM rated it a 4.0 out of 5 based on 317 reviews. The positive reviews mentioned the platform was easy to understand, and the available tools are used straightforwardly. Users could also add contacts both manually and automatically through website forms. Many users thought the platform provided simple marketing support while also being affordable.

Some negative reviews mentioned they were unaware of the unavailable features in the free plan. Many users said they found glitches in the mass email marketing, stating that some customers never receive the emails. The CRM also only allows the export of contacts, not any other information stored. If users are interested in exporting data, then consider Zoho CRM, as it allows the export of both modules and reports to Excel format.

The Insightly mobile application allows Insightly users to update their projects in real time, so they don’t miss a beat between showing and listing pitches. From the app, agents can update task status, milestones, and deliverables. They can even change the commission rate or create new opportunities while at a showing. The available dashboards are critical to understanding business performance. Through charts, graphs, and gauges, agents can understand projected reviews and sales performance at a glance.

Mobile application interface (Source: Fit Small Business)

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User access settings (Source: Insightly)

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Additional Insightly Features

• Workflow automation: Workflow automations minimize manual reminders and supports sales activity by sending automatic reminders, tasks, filling out fields from new opportunities, and so on. It essentially picks up some slack to reduce the need for meetings, calls, and emails.
• Lead routing: Eliminates the need for sales managers to manually assign leads to their team. Leads can be routed by geography, round robin, number of employees, and custom routing capabilities.
• Relationship linking: Provides a 360-degree view of contact for a better understanding of their interaction or connections. Leads can be linked by relationships between people, events, and connections to organizations.
• Custom applications: Custom apps can be created with or without code to be deployed to employees and team members. Apps can include calculations, workflows, dashboards, and reports.

Insightly Pricing

Insightly offers three types of plans, including a free account, paid plan, and a free trial. All plan prices are billed per user, per month, annually. All pricing plans limit the number of records that can be imported simultaneously, along with limits to mass emails sent per day.

• Free: The free CRM software for real estate comes with basic features to manage contacts, leads, and projects. Agents can access the standard dashboards and custom reports. However, the free plan limits file storage usage.
• Plus: For $29, agents get the features offered in the free plan, plus added sales pipeline tools like web-to-lead capture, email templates, and email automation. It also includes relationship management tools, real-time sales insights, project delivery, integration with Google, and Microsoft Dynamics 365. User-based permissions are included as well.
• Professional: For $49, the plan offers the addition of lead assignment and routing, scheduled emails, Zoom registration, PandaDoc, QuickBooks Office, Xero integrations, webhooks, and complete workflow automation. The professional plan also supports AppConnect integration.
• Enterprise: For $29, agents get unlimited record limits and file storage. There are also added automation features included, like calculated fields, field-based permissions, custom validation rules, and more.

Insightly Reviews

Reviews of Insightly said the platform is very user-friendly, which is reflected in the 4.2 out of 5 stars the platform received. Clients used the platform to keep organized and track many ongoing projects easily. One client mentioned the tasks and workflows kept business in order, while also contributing to a team’s overall efficiency. They were impressed by the ability to filter data on the platform to help them service their customers better.

Past Insightly clients mentioned the CRM has its limitations in creating enough fields for certain data collections. The platform also easily creates duplicate contacts with limited integrations with third-party sites. One client mentioned a price increase occurred when features were added to the platform, no longer making it affordable for their team. Larger teams looking for a free CRM can leverage Freshsales’ CRM, which includes unlimited users, mobile applications, and contact and account management features.

Some of the best features for real estate agents are the platform’s contact management and lead activity tracking capabilities. Instead of using multiple spreadsheets to track incoming leads and activity, HubSpot’s contact management solution lets agents add contact records with one click. They can log any sales activity automatically to keep their records updated.

Regarding the lead’s activity, HubSpot allows for call and email tracking to not only prioritize the day’s calls but also make calls directly within the CRM. Email tracking provides agents with insights on when clients open their emails to signal who’s engaging and most likely to convert into an opportunity.

Team productivity dashboard (Source: Fit Small Business)

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In-application calling solution (Source: HubSpot)

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Additional HubSpot CRM Features

• Gmail and Outlook integration: Integrate your personal email to HubSpot’s CRM to utilize available email templates for increased client engagement.
• Deal tracking: The deal tracker monitors sales activity within your team and allows leaders to create reports to understand when you’ve hit your sales goals.
• Mobile CRM app: Agents can manage their sales process, outreach, and team collaboration directly on their phones. Accessing your data anytime lets agents prioritize their outreach and stay on top of client communication.
• Meeting scheduler: The free meeting scheduler lets prospective clients schedule meetings with you to eliminate time spent on back-and-forth emails to find a date and time.

HubSpot CRM Pricing

HubSpot CRM offers individual pricing and plans along with bundles of marketing, sales, customer service, CMS, and operations hubs. Agents can also select from a CRM Suite and create their own bundle to pick and choose which hubs they like. Payments per user can be made monthly or annually with upfront payment (monthly pricing listed below). Within each hub, paid plans are broken down by starter, professional, and enterprise options.

• Free: The free CRM gives full team visibility and free marketing, sales, customer service, CMS, and operations tools.
• Starter: Starting at $25, agents have access to all the free tools plus whitelisting capabilities, email and in-app chat support, automation tools, conversation routing, and landing pages.
• Professional: Starting at $400, agents get everything in the Starter plan, plus collaboration tools, campaign reporting, phone support, content strategy, and custom reporting.
• Enterprise: Starting at $1,200, agents get everything in the Professional plan, plus team scaling tools, advanced reporting, and predictive lead scoring.

HubSpot CRM Reviews

HubSpot was praised positively, with users giving it an average of 4.4 out of 5-star rating. Clients found the platform allowed them to streamline their work, manage their time, and keep everything in one place. The automation processes help keep track of tasks that need to be completed. Another user said the email tracking and conversion analytics help them connect better with their clients.

The CRM was reviewed by 9,180 people, and less than 7% of users rated the platform less than 3 stars. The few negative reviews cited the free features lacked some functionality that forced them to purchase a paid plan. One user said the assets stored within the CRM platform are stored in multiple places, so accessing campaign assets can be difficult. For better storage options, Agile CRM offers unlimited document storage in its free CRM plan.

The availability of website tools and a contact center provide added value to Bitrix24. The block-based website builder allows agents to create attractive landing pages to convert leads. The contact center centralizes all communication from social media platforms, so agents don’t have to toggle between the different sites to see client activity and reply to social media messages and comments. With this tool, agents can leverage their social platforms to market their listings without feeling overwhelmed by multiple sites.

Contact center dashboard with social platform communications (Source: Bitrix24)

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Website landing page examples (Source: Bitrix24)

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Additional Bitrix24 Features

• Sales tunnels: Agents can separate their buyers from sellers and renters. Each customer base can have its own deal pipeline and sales funnel with customized stages. Bitrix24 lets you connect funnels so lead generation can link to showing and closing stages.
• Facebook Lead Ads integration: Easily capture qualified leads on Facebook using a webform that automatically transfers into the CRM.
• Live chat for your website: Can instantly communicate with website visitors and prospective clients. The communication is saved within the CRM for later reference.
• SMS communication: Ability to run marketing campaigns through text messages to mass communicate with contact lists.

Bitrix24 Pricing

Pricing for Bitrix24 is a simple flat fee with no per-user pricing. Fees are calculated on a monthly basis with commitments of one month, three months, or one year.

• Free: The free plan includes unlimited users and offers access to all available collaboration tools, tasks and projects tools, CRM, contact center, website builder, and 5GB online storage.
• Basic: Starting at $61 for five users with added online store tools, customer support, and 24GB of online storage.
• Standard: Starting at $124, 50 users can access account administration tools, marketing tools, online documents, and 100GB of online storage.
• Professional: Starting at $249, 100 users will have added sales intelligence, HR, and automation tools. Agents also receive 1,024GB of online storage.
• Enterprise: Ideal for larger businesses with plans starting at $499 for 250 users with branch structure tools, growth and scalability tools, and 3TB of online storage.

Bitrix24 Reviews

Bitrix24 has provided many users with one unified platform for their team to store files, manage projects, communication, and store contacts. Rated 4.1 out of 5 stars, users have stated the platform has increased their business performance and team productivity through a boost in collaboration among the teams. Some users even mention reducing expenses by implementing the Bitrix24 platform into their operations.

The negative reviews of the Bitrix24 platform found the user interface to be a bit slow and not user-friendly. They found new team members logging in for the first time to be frustrated with the experience and needed extra coaching to learn the software. One user said customer service response time was slow, and only chat abilities were available with tech support on a paid plan. For better customer support contact channels, Zoho CRM includes customer support through phone, email, or live chat for their free plan users.

IXACT Contact’s beneficial features for real estate agents include a combination of automated lead capturing and the IDX website. Leads can be captured through an agent’s website or third-party listing websites like Trulia or Zillow into IXACT Contact’s CRM. Once leads are received, agents will get a text or email alerting them of the lead. Leads can then be automatically assigned to a drip campaign for nurturing. IDX websites create better real estate lead generation where visitors can conduct a home search directly on your site. Listings can then be whitelisted so visitors will only reach out to the agent for further viewing.

IDX website example (Source: IXACT Contact)

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Social stream dashboard (Source: IXACT Contact)

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Additional IXACT Contact Features

• Email marketing: IXACT Contact offers premade engaging newsletters with original content that can be easily set up and automatically sent on an agent’s behalf. Additionally, agents can select from a database of over 125 written emails and letters to send to their clients through drip campaigns.
• CRM integrations: Integrations allow the platform to sync with third-party emails, calendars, and lead generation sites like Real Geeks and Zillow to ensure leads and communication flow into one centralized system.
• IXACT Recruiter™: An add-on feature to help agents grow their teams with streamlined recurring efforts that help agents build relationships with other prospective team members.
• Direct mail marketing: Processed through IXACT Contact’s sister company, Morris Marketing Group, they can manage the entire direct mail campaign to help with real estate farming and lead generation.

IXACT Contact Pricing

IXACT Contact has a straightforward pricing structure. Agents can choose to pay monthly or commit to an annual plan and pay the full year upfront.

• Free plan: Experienced agents can try out IXACT Contact for free within 35 days, while rookie agents can access the platform for free for six months.
• Individual agent: Starting at $45 per month, agents can access email marketing solutions, CRM, agent websites, and concierge setup services.
• Team plan: Teams receive the same features as the individual agent plan, but the team leader is priced at $45 per month and members at $29 per month.

IXACT Contact Reviews

The IXACT Contact platform was rated highly among reviewers, receiving a 4.8 out of 5. Many reviews mentioned the platform supported their real estate business. One person, who has been a user for about 10 years, cannot find many flaws with the system even after they continued to roll out additional features and user interfaces. The affordability of the platform was mentioned as a standout benefit, given the number of features provided.

There was only one review below a 4-star rating. The only issue in the negative review was the difficulties of using a Samsung-branded phone to sync data with the CRM. For an Android-friendly CRM, consider Insightly since it has an Android application for better data syncing.

The main feature of the Zillow Premier Agent CRM is the mobile application and CRM tools. The mobile application provides all the same functionality as the desktop. Agents can now update clients, respond to leads, and get reminders at showings and listing appointments while on the road. The mobile CRM tools let agents push their sales pipeline forward with a list of tasks and the ability to add notes to clients during showings.

Client contact page with saved property highlighted (Source: Fit Small Business)

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Client contact page on mobile application (Source: Fit Small Business)

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Additional Zillow Premier Agent Features

• Agent performance tracking: Leaders can track each agent’s performance to see closing rates, which areas they are receiving the most leads in, and the status of each contact.
• Task reminders: Team leaders can set reminders to help keep your team on top of client follow-ups.
• Call recordings: Beneficial to agents so they can listen to past conversations. Team leaders can also listen in to recordings to use as training materials and opportunities to help convert leads.

Zillow Premier Agent Pricing

The CRM is free with the participation of Zillow Premier Agent. Zillow Premier Pricing is based on selected ZIP codes and the current competition with agents within a particular ZIP code. You can check out Zillow’s Agent Resources to learn more about how pricing is calculated.

Zillow Premier Agent Reviews

Although the rating of Zillow Premier Agent is low at 2.2 out of 5, many reviews are related to the lead generation platform itself. The few reviews, including mentions of the CRM, were positive. Clients liked that the CRM contained more detailed information than other CRMs, like property square footage.

However, the same user said the platform did not include commercial property information. In our review of the Zillow Premier Agent CRM, we would like to see more integration with other online lead generation sites or let users purchase the CRM without participating in the lead generation program. IXACT Contact is an alternative option for a CRM that integrates with Zillow and third-party sites.