5 Best Free CRMs for Real Estate | Fit Small Business

5 Best Free CRMs for Real Estate

If you want to streamline your real estate firm’s sales, marketing, and customer service operations, you’ve come to the right place. We’re here to help you choose the best free customer relationship management (CRM) software for your real estate business. Many free real estate CRMs provide sales management, reporting, analytics, marketing, and automation features that…

Nov 26, 2024
13 minute read

If you want to streamline your real estate firm’s sales, marketing, and customer service operations, you’ve come to the right place. We’re here to help you choose the best free customer relationship management (CRM) software for your real estate business.

Many free real estate CRMs provide sales management, reporting, analytics, marketing, and automation features that allow agents to focus on developing deeper client relationships. Its contact storage, client database, lead management, and documentation tools support a real estate agent’s engagement and sales efforts.

In this expert guide, we’ll help you evaluate the best free CRM for real estate agents and brokerage firms based on features, pricing, ease of use, support, and reviews.

Best Free CRMs for Real Estate​ Compared

ProviderFree PlanFree TrialStarting Monthly PriceBased on annual billing on a per-month basis; monthly billing is available at slightly higher rates, unless otherwise specified.Our Rating out of 5
Hubspot logo.
2 users
$15 per user4.77
Visit HubSpot CRM
zoho crm logo
3 users
15 days$14 per user4.67
Visit Zoho CRM
The Bitrix24 logo.
Unlimited users
15 days$49 for 5 users4.61
Visit Bitrix24
The ClickUp logo.
Unlimited users
14 days$7 per user4.60
Visit ClickUp
Agile CRM Logo
10 users
$9.99 per user4.44
Visit Agile CRM

HubSpot CRM: Best Free CRM for Real Estate Marketing

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HubSpot CRM Pricing for Paid Plans*

Cost: $15 per user

Key Features:

  • Everything in the free plan
  • 5,000 mass email sends for marketing
  • One simple workflow for each form (with up to 10 actions)
  • 50 active and 1,000 static lists for list segmentation
  • SEO recommendations (basic recommendations, one page at a time)
  • Up to 10 automated email actions
  • 1,000 custom properties per object (associate data points with contacts, companies, and deals)
  • Up to 10 automated form submissions
  • Live chat (remove HubSpot branding)
  • 10 dashboards and 10 reports per dashboard

*Pricing is based on annual billing on a per-user monthly breakdown of HubSpot Customer Platform. Monthly billing and enterprise-level options are also available for a higher cost. We update pricing information regularly but encourage readers to check current pricing.

HubSpot CRM's email marketing workspace showing options to add a button, video, image, and other visual elements.

HubSpot CRM lets real estate agents create email marketing campaigns with free templates. (Source: HubSpot CRM)

Our Expert Opinion

HubSpot CRM is the winner for free marketing tools for brokerage firms. Marketing Hub is built on the HubSpot CRM, giving users access to all CRM tools. New real estate agents and brokerage firms can use its free-forever capabilities for email marketing, SEO, ads management, and website management to list properties and attract more clients. HubSpot CRM’s user-friendly mobile app lets users access client data anywhere and close property deals quickly.

Visit HubSpot CRM

Zoho CRM: Best for Robust Lead and Deal Management

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Zoho CRM Pricing for Paid Plans*

Cost: $14 per user

Key Features:

  • Everything in the free plan
  • Sales forecasting
  • Calendar booking
  • 100 custom email templates and 250 daily mass emails per organization
  • 30 workflow automation rules per module
  • Customizable group tabs, email address duplication check, unique fields, and layout
  • 200MB data storage (100,000 records) and two free data backups monthly
  • 100 custom reports and 10 custom dashboards
  • Google Sites web forms and Google Workspace integration
  • 1GB file storage per organization plus 512MB per user license

Zoho CRM Add-ons:

  • Additional File Storage: $4.60 for 5GB per organization, monthly
  • Additional Data Storage: $2 to $4 for 100MB per month
  • Data Backup: $12 per request

*Pricing is based on annual billing and a per-month breakdown of the plans. Monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

Our Expert Opinion

Zoho CRM has notable robust client and activity tracking, lead scoring, sales forecasting, and AI tools for data enrichment. Real estate agents can leverage this CRM to launch real estate marketing through their website and social media and lead nurturing strategies like assessment and follow-up surveys. In addition, real estate agents can manage property listings more efficiently with this CRM’s direct Zoho Developer Console integration.

Visit Zoho CRM

Bitrix24: Best Free Real Estate CRM for Omnichannel Collaboration

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Bitrix24 Pricing for Paid Plans*

Cost: $49 per organization (includes five users)

Key Features:

  • Everything in the free plan
  • Built-in telephony with call-back widget, email, and CRM forms in the contact center module
  • Edit and collaborate on documents like agency agreements inside tasks, calls, chats, and feeds
  • Webmail to access all email inboxes in one place and create tasks from emails
  • Screen sharing during a video call
  • Record important meetings and video calls with meeting briefs to outline discussions
  • Invoices or bills for real estate services inside the CRM are saved as PDF files or emailed to clients
  • Convert a real estate deal to an invoice
  • Create five fully customizable pipelines for different real estate sales processes
  • Set automation to move a real estate client from one pipeline to the next per set rules (tunnels)

*Pricing is based on annual billing and a per-month breakdown. Monthly billing and enterprise-level options are available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

Bitrix24 contact center page showing multiple communication channels and collaboration tools.

Bitrix24’s free CRM autodialer software provides sales professionals with a wide range of tools to communicate with clients and coworkers. (Source: Bitrix24)

Our Expert Opinion

Bitrix24 offers free, robust tools for communication, collaboration, task management, and human resource automation—all in one package. Real estate teams can work on various tasks and assist clients through chats, video calls, online meetings, feeds, and workgroups. These capabilities are built into the CRM without requiring third-party software. Plus, managers can oversee their team’s time, tasks, and real estate project expenses in real time.

Visit Bitrix24

ClickUp: Best Free Real Estate CRM for Project Management

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ClickUp Pricing for Paid Plans*

Cost: $7 per user

Notable features: 

  • Everything in the free plan
  • Unlimited workspaces and board sessions for Gantt views
  • Expanded third-party integrations (Google Drive, Dropbox, and OneDrive)
  • Access to ClickUp Brain (AI tools that automate project summaries and updates)
  • Up to 1,000 automated workflows per month; allows up to 500 active trigger rules
  • Up to 10 built-in whiteboards to collaborate on workspaces
  • 100 uses for team, timeline, workload, map, and mind map views
  • Built-in web forms for surveying and collecting data
  • Recurring task tracking and team management for up to one team
  • Unlimited project milestones, goals tracking, and email uses in ClickUp

ClickUp Add-on:

  • ClickUp AIAI-powered tool for generating content, documents, summaries, and sales emails; for paid plans only : $7 per user monthly

*Pricing is based on annual billing on a per-user monthly breakdown, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

ClickUp's project management page showing issues found, for review, and ready-to-do tasks.

ClickUp enables real estate companies to track property development and sales closing projects. (Source: ClickUp)

Our Expert Opinion

ClickUp is a versatile team and project management platform that streamlines workflows, tracks progress, and facilitates seamless interaction among real estate agents and clients. It boasts robust automated drip campaigns, custom fields, and time tracking for projects like hosting open houses, managing property listings, and providing valuations. Plus, ClickUp offers multiple viewing options, such as Kanban boards, Gantt charts, and lists, setting it apart from competitors.

Visit ClickUp

Agile CRM: Best for Appointment Scheduling

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Agile CRM Pricing for Paid Plans*

Cost: $9.99 per user

Key Features:

  • Everything in the free plan
  • Two-way email integration to send client emails and log their responses on the CRM
  • Marketing automation and social monitoring
  • Five campaign workflows and five automation rules
  • Three app integrations
  • Basic, email, and team reports
  • Customer service module with a knowledge base feature
  • 5,000 API calls per day to deliver functionality and data for a seamless user experience

*Pricing is based on annual billing and a per-month breakdown. Monthly billing is available at higher rates, while a two-year agreement is available at discounted rates. While we update pricing information regularly, we encourage our readers to check current pricing.

Our Expert Opinion

Agile CRM is the winner in free built-in online appointment scheduling, allowing real estate agents to manage buyer and seller bookings seamlessly. Leads can easily book meetings with a real estate agent through this online calendar embedded as a link on the brokerage firm’s website, social media, emails, and campaigns.

Agile CRM also offers free lead scoring, which most CRM providers on this list add to paid plans. Plus, it’s the only free realtor CRM in this guide, offering sales gamification to increase collaboration, lead conversion, and healthy competition among agents.

Visit Agile CRM

How We Evaluated the Best Free CRMs for Real Estate

Choosing the right real estate CRM is vital for every stage of business, whether you’ve just become a real estate agent or lead a large team. You must have a CRM for real estate agents that’s intuitive, easy to use, and grows with your business—bonus if it’s free. Test each free tool’s capabilities, extensiveness, and limits to discover which features are most important for your business and team. The best free real estate CRM is an excellent tool, especially for those working on buying or selling residential properties. If you’re looking for a system to help manage commercial properties and related transactions, check out the best commercial real estate CRMs. Now, let’s check the criteria we considered when determining the best free CRM for real estate.

Methodology weights
General Features 25%
Advanced/Niche Features 20%
Pricing 15%
Support 15%
Expert Score 15%
Ease of Use 10%

The free real estate CRMs evaluated provided all the general features to support real estate lead generation and nurturing. We checked the availability of reporting and analytics tools and customizable pipelines. We also considered integrations, contact management, drip campaigns, task assignments, and reminders.

To further evaluate the CRMs, we rated whether the platform provided features to make the experience more robust. We checked the availability of a mobile app, lead rotation automation, and marketing tools like email marketing. Data tracking, a website and landing page creator, team collaboration tools, deal management, and segmented lists are the added benefits of using a free CRM for real estate agents.

All of the CRM providers evaluated offered free plans with the option of paid plans for additional access to platform features. We considered the number of subscription plans offered and whether it allowed monthly billing or if agents had to pay the full annual amount up front.

When agents are focused on converting leads, customer service must be available by phone, email, and live chat support. Hence, we considered these support options for the best free CRM software for real estate.

Expertise in the field and firsthand experience with the software allow us to evaluate each CRM’s standout features, value for the money, and ease of use. We also considered user reviews to inform our expert advice further.

In considering the best free CRM software for real estate, we wanted to understand whether any technical skill is required to set up and operate it. Additionally, having drag-and-drop features and an intuitive interface increased our ratings.

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Frequently Asked Questions (FAQs)

Yes, a CRM system is essential for real estate professionals. It helps manage client interactions, streamline communication, and improve the efficiency of lead tracking and conversion. A CRM can provide valuable insights into client behavior and market trends, enabling agents to tailor their strategies effectively and maintain long-term relationships with clients.

HubSpot CRM is the best CRM for realtors because of its free marketing features, such as email, ad management, and social marketing. However, depending on your real estate business needs, alternatives like Zoho CRM and Bitrix24 can also be the best option.

HubSpot CRM is the easiest CRM software for both desktop and mobile. The menus and features are easy to find on the platform’s homepage and dashboards. Its mobile app has an easy-to-use business card scanner, meeting scheduler, and other features for seamless real estate transaction processing.

Yes. HubSpot offers excellent free real estate marketing features, while Zoho CRM boasts lead and deal management tools. Bitrix24 offers omnichannel collaboration tools, and ClickUp offers affordable project management features. Agile CRM provides free online appointment scheduling with a lead capture mechanism.

Bottom Line

Real estate CRM facilitates seamless contact storage, marketing, appointment scheduling, team collaboration, lead generation, and deal and project management. While we rated HubSpot CRM as the best free real estate CRM overall, other options like Zoho CRM and Bitrix24 could be more suitable, depending on your needs and preferences.

Visit HubSpot CRM

Lorraine Daisy Resuello

Lorraine Daisy Resuello is a specialist at Fit Small Business who focuses on Sales and Customer Service topics and she has experience in customer service in business process outsourcing (BPO). At present, she uses her decade-long writing experience to provide FSB readers with the best answers to their questions.

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