5 Best Free CRMs for Real Estate

You’re a new agent or new brokerage firm needing free real estate marketing tools: If you’re a new real estate agent or manage a new real estate firm, HubSpot CRM is an excellent choice. This general-use CRM offers a free plan with email, SEO, ad management, and social marketing tools.

Realtors can launch promotional videos using the free beta version of AI Clip Creator. Enter a description of your video, and choose a user-friendly template to effortlessly design property listing videos, educational content, or personalized introduction videos. With these content marketing capabilities, HubSpot is one of our top picks for the best real estate CRM software.

You need more scalable paid plans on a real estate CRM: HubSpot CRM offers a freemium plan for two users and a low-cost, basic plan (Starter plan for only $15 per user every month). However, its second tier, the Professional plan, costs $1,170 for five users monthly, which is relatively more expensive than other providers on this list.

Alternatives: Zoho CRM, Bitrix24, and Agile CRM offer scalable paid plans. Zoho CRM’s paid plans range from $14 to $52 per user monthly. Bitrix24 provides a starting plan at $49 (for five users per month) and a Professional plan at $199 per organization (includes 100 users). Meanwhile, Agile CRM costs $9.99 to $64.99 per user monthly (billed annually).

• Two users
• Email marketing (up to 2,000 email sends monthly), one email automation, and response tracker
• Basic SEO recommendations for real estate
• Connect HubSpot to your real estate website (send emails and manage content)
• Ad retargeting (two audiences) and ad management (simple website audiences only)
• HubSpot mobile app with email content optimization
• Facebook Messenger integration (send and receive messages and quick replies)
• List segmentation (10 active and 1,000 static lists) for personalized marketing content
• Standard web analytics dashboard with detailed filters, like average time on page
• Users can sign in to HubSpot CRM using the Google or Microsoft social login)

You need a CRM with robust lead and pipeline management features: Zoho CRM lets you generate potential clients (buyers and sellers) from chats, websites, and social media at no cost. Set up scoring rules starting with its Standard plan ($14 per user monthly) and lead nurturing to the right real estate agents for a higher conversion rate.

Plus, managers can make more accurate sales forecasts and estimates for multiple periods and agents. They can use the data to inform the next best steps like the best stage to initiate and create new or change pipelines for both buyer and seller transactions.

You want more affordable AI capabilities in a real estate CRM system: While Zoho CRM is popular for its free and low-cost plans, the Zia tool is locked in the Enterprise plan for $40 per user every month. New real estate professionals needing built-in AI tools may find this plan relatively more expensive than other providers on this list.

Alternatives: Bitrix24’s freemium plan includes AI capabilities for automating repetitive tasks, generating emails, blogs, and survey content, and managing calls. ClickUp’s paid plans (starting at $7 per user every month) include AI capabilities that help real estate agents curate client emails and summarize business documents and conversation threads.

• Three users
• Lead, account, contact, and deal management
• Tasks, meetings, and calls
• Marketing automation for campaigns and email opt-out
• Standard reports for rep performance, deal, lead, sales, and campaign tracking
• 10 custom email templates and document library
• 10 workflow automation rules per module with up to five tasks per automation
• Five email notifications, 50 emails per user license, and 150 email sends per day
• 1GB file storage per organization and 10MB data storage (5,000 records)
• Customized home page components, tabs, list views, and search layout

You need robust communication and collaboration tools: Bitrix24 offers chats, emails, and audio and video calls in the contact center module. Managers can use its task management tools to assign clients to real estate agents, set up reminders, and create task descriptions and checklists. Its dedicated feed feature lets teams share news, discuss, engage, and collaborate with coworkers in the brokerage firm.

Bitrix24’s freemium plan (for unlimited users) has client management features for sending and receiving client messages from platforms like Facebook, Instagram, and Telegram into the CRM. Its document management capabilities let realtors easily create real estate documents, like listing agreements and closing disclosures, to formalize all verbal transactions.

You need affordable real estate project management tools in CRM software: Bitrix24 has a project management module for tracking asset valuations, hosting open houses, advertising property listings, and other real estate project-related tasks. However, it’s locked in the Standard plan ($99 per organization for 50 users).

Alternative: ClickUp offers free and low-cost task and project management tools, such as AI-powered project summaries and milestone tracking, in its Unlimited plan ($7 per user monthly). It helps you implement real estate projects like hosting open houses, managing property listings, and providing valuations

• Unlimited contacts and deals and one pipeline
• Video calls via Zoom or Skype and video conferencing without a time limit
• Task management tools like assignments and timeline features for activity log
• AI in tasks via CoPilot for creating task descriptions and checklists and summarizing tasks
• Communicate with coworkers through comments and engage in discussions (feeds)
• Client management module with deal task setting, activity planning, and automatic telephony dialer
• Instant synchronization with external calendars like Google Calendar and Microsoft Office 365
• Office management tools like task lists, appreciation badges, user profiles, and shared events
• Open real estate documents, presentations, and spreadsheets with automatic duplicate detection
• Connect Facebook, Instagram, and Telegram to send and receive client messages into the CRM

You need affordable project management tools: ClickUp’s free plan offers unlimited storage for real estate tasks, whiteboards, and custom data fields. These free tools make ClickUp one of the best free CRM software.

With the Unlimited plan, you can easily track project milestones and automate project summaries for only $7 per user monthly. These features facilitate the quick implementation and completion of real estate tasks such as hosting open houses, managing property listings, launching marketing campaigns, and providing home valuations.

You consider user-friendliness a critical CRM factor: ClickUp has extensive features and nonintuitive labeling and filtering systems. Hence, new users need more time to learn how to set up and use this CRM than other solutions on this list.

Alternative: HubSpot CRM is one of the best simple CRM systems we recommend. Its interface design layout is simple, and users can quickly navigate the platform because of its intuitive features.

• Unlimited users
• Unlimited records and task storage
• Three whiteboards for collaboration with in-app video recording
• Custom workspaces with custom data fields for task management and collaboration
• Prebuilt templates to create workspaces
• List, board, table, calendar, Gantt, timeline, workload, and mind map views of workspace
• Workflow automation and goal and dashboard reporting
• User commenting and assignment in data records
• Relationship linking, tags, and priority-setting in data records
• Integration with Zapier, Gmail, and Outlook

You need an excellent appointment scheduling system: Agile CRM lets you put a calendar link on your emails, social media pages, campaigns, and website (from a pop-up). Once integrated, this calendar link syncs with your Agile and Google Calendar.

With an online calendar, interested buyers and sellers can easily book appointments. During the process, the CRM captures lead data and adds a new contact to your database to reduce time spent on tedious administrative tasks and simplify outreach and follow-up.

You need real estate CRM software with free unlimited contacts: Agile CRM caps the number of contacts teams can store. In its free plan, you can only store up to 1,000 contacts, which some users find limiting. Its paid plans (starting from $9.99 per user every month) offer 10,000 to 50,000 contacts. Only the Enterprise plan offers unlimited contacts for $64.99 per user monthly.

Alternative: Bitrix24 offers unlimited contacts across all plans. Moreover, the free plan includes unlimited users, leads, companies, deals, quotes, invoices, and email marketing.

• 10 users
• Appointment scheduling to share your calendar online for buyers and sellers to book a meeting
• Score and rank your real estate prospects against the scale with custom deal milestones
• Custom data fields and lead data capture for a comprehensive view of up to 50,000 records
• Unlimited deals, tasks, and documents for real estate transaction management and sales efficiency
• Email and form builder with web-to-lead capture and landing page
• Email tracking on email opens and clicks for client nurturing and Chrome extension
• One campaign workflow and automation rule and basic reports
• Customer service module (helpdesk, groups, labels, canned responses, views, activities, reports)
• Email and phone support