A real estate customer relationship management (CRM) tracks buyer and seller leads throughout the pipeline to make sure prospects stay engaged and sales opportunities don’t fall through the cracks. To determine the six best real estate CRMs, we compared 19 lead management solutions for price, features, ease of use, reporting and more to arrive at the best overall.
Top 6 Real Estate CRMs for 2018
|Wise Agent||(Best Overall) Agents looking for an easy-to-use CRM with basic real estate marketing tools|
|Freshsales||Real estate agents who want enhanced customization and sales reporting at an affordable cost|
|Pipedrive||Realty companies that want a visual CRM to streamline leads through their workflow quickly|
|LionDesk||Companies that want to increase conversions with advanced real estate marketing technology like video email|
|Realvolve||Real estate agencies seeking a CRM with seamless workflow without complicated modules|
|Propertybase||Large realty agencies looking for an all-in-one CRM with enhanced marketing and reporting|
How We Evaluated the Best Real Estate CRM
For a real estate agent or office, juggling each lead, understanding their position in the pipeline and moving that contact through the buying cycle is overwhelming and leaves little time for showing houses. A comprehensive real estate CRM can help you save time and streamline the sales process resulting in more commissions and less confusion.
Based on our comparison of 19 CRM solutions, these are the most important criteria:
- Price: Price is often the first thing that real estate agents consider when it comes to a CRM solution; without an acceptable price point, all of the best real estate CRM features will not be affordable for small to mid-sized agencies
- Ease of use: Usability for beginners and experienced real estate agents is an important test for a CRM solution because tracking that is difficult means that leads will fall through the cracks and money will be wasted
- Customer support: Customer support is vital for a good overall experience using a real estate CRM and improves satisfaction with the overall product; long wait times, limited communication channels or paying extra for support can add to expenditures
- Contact tracking & management: Robust system for inputting leads into the tracking system and following each contract through to a sale
- Third-party integration: Integration is an essential part of the equation because having to use several systems to manage leads or multiple listing service (MLS) listings eats up time and increases frustration
- Overview of workflow: A CRM should be easy to understand with one glance; a visual pipeline keeps Realtors on top of tasks and engaged with contacts all the way through the sale
- Sales reporting & forecasting: From employee performance to marketing efforts, knowing how the team is performing and projecting results against goals is critical
- Marketing automation: From texting campaigns to auto-responders, a real estate CRM has to enable the agent to set up their marketing and advertising responses for incoming leads without manual input
Wise Agent CRM checks all of the boxes because it is an affordable real estate CRM with robust features like automated marketing and landing pages combined with lead tracking. Wise Agent is flexible enough to be user-friendly with a visual dashboard and powerful enough to help you stay engaged with contacts all the way through the sales cycle while saving you time and effort.
Best Overall Real Estate CRM: Wise Agent
Wise Agent provides lead tracking and transparent pipeline management with real estate specific marketing automation to control engagement easily. Wise Agent is unique because it provides a strong mix of contact management and reporting features into a single pricing tier, without adding layers of complexity or cost. Wise Agent is a good CRM solution that will work well for the majority of real estate companies.
Wise Agent is well-priced when compared to competitors at $29 per user, per month with a complimentary one-on-one onboarding after a free 30-day trial period. With an annual contract, the price drops to $25 per user, per month. There is custom pricing available for large groups and teams under their Enterprise program.
Wise Agent does a good job of packing features into a single pricing tier. Unlike other real estate CRMs like Propertybase, Wise Agent provides the features real estate agents need to engage with their leads without adding layers of complexity or cost.
All Wise Agent packages include these top features.
Set up Wise Agent email campaigns that initiate engagement and follow-up with contacts at set intervals to keep leads involved in the buying cycle. Like Propertybase and Realvolve, Wise Agent is designed for real estate agents with robust marketing campaigns. If you want tracking and video additions for marketing, then you should check out LionDesk.
Keeping the whole real estate team on the same page can be easy with Wise Agent team calendar because it syncs calendars easily and gives everyone the ability to check availability. This helps keep the whole team on the same page.
The Wise Agent customizable landing pages give agents the flexibility to create an online presence easily and track the lead generation results of each landing page. With a goal of quick setup and deployment, the Wise Agent landing pages can be the foundation of your lead generation efforts.
Social Media Enhancement
Wise Agent social media contact enhancement uses the email address of the contact to search through social media profiles. If social media matches are found, then the details are imported into your Wise Agent account.
Frequently used documents and presentations can be stored for quick access and distribution by Realtors using Wise Agent. LionDesk, like Wise Agent, also understands the importance of document storage for contracts, flyers and video.
Ease of Use
Wise Agent comes in at the top of the list for usability. Although the platform can seem slightly dated, Wise Agent is intuitive without sacrificing features. With a layout that increases functionality and enhances workflow, Wise Agent combines the visual nature of Pipedrive with the performance of Propertybase to increase sales opportunities.
With six buttons at the top, you can immediately apply filters to show reports based on all criteria possible, including completed activities, emails sent, leads, team efforts and goals. Although the reporting is not as detailed as Freshsales or Propertybase, the basic metrics like closed leads are there to help analyze sales opportunities against goals.
It is obvious that third-party integration was carefully incorporated into the DNA of Wise Agent. The list of solutions that interface with Wise Agent includes popular names like Mailchimp, Zillow, Zapier, G-Suite, Facebook, Twitter and BombBomb. These third-party integrations supply agents with a richer picture of the buyer as well as save time juggling multiple applications.
The first step in using Wise Agent is a complimentary one-on-one onboarding for all accounts. Combined with 24/7 support included with every package, Wise Agent goes beyond other solutions like Propertybase. If customer support with online videos and training are an important part of your success, then Wise Agent is a good choice.
What Wise Agent Is Missing
Wise Agent is missing lead generation and advertising capabilities. This is a common trait for most real estate CRMs that avoid the addition of cumbersome marketing modules, but it is a problem that is simple to solve with a real estate lead generation solution like BoldLeads or Real Geeks, which are both integrated into the Wise Agent platform easily.
What Users Think About Wise Agent
The majority of users felt that Wise Agent was easy to use at a great price. There were some notes about the cosmetics of the interface because it seemed dated to users accustomed to sleek platforms like Pipedrive, but users reported that Wise Agent was the best value for the money and functionality. Learn more about the pricing and read our Wise Agent CRM review page.
Where to Find Wise Agent
Visit the Wise Agent website to find out more about its features and services. Use the 30-day free trial offer to see if Wise Agent is a good fit for your real estate office.
“We use Wise Agent for lead distribution to our team. It is very affordable compared to others. What I like most about Wise Agent is that when you call, they answer the phone and help talk you through whatever you need. The customer service is amazing, and its software is very user-friendly.”
— Allen Dietzschold, Executive Broker, EXP Realty NWA
Best CRM for Advanced Customization: Freshsales
Freshsales is the easy-to-use CRM for real estate agents who want to track leads, monitor progress through the sales funnel and engage buyers. Freshsales stands apart because it can be customized to fit individual preferences and teams. The Freshsales CRM is a good choice for busy real estate offices that want enhanced customization and sales reporting at an affordable cost.
Freshsales starts off with a Free Forever basic plan and upgrades to a feature-rich real estate CRM beginning at $19 per month. Slightly cheaper than Wise Agent or LionDesk, Freshsales is more attractive at $12 per month with annual contract discounts. A 30-day free trial helps you make sure Freshsales is right for your office.
Freshsales Tiered Features
|Built-in Phone App|
|24x5 Email & Phone Support|
|Territory & Lead Assignment|
|Smartform & Event Tracking|
The Free Forever plan includes the basic elements of a real estate CRM, including pipeline management and lead management. You’ll also have access to a built-in phone app. If you’re looking for a bare-bones option, the Free Forever might be all you need. However, if you want access to phone support, marketing tools and reporting features, their Blossom or Garden plan will likely be a better fit.
Although there is a Free Forever plan that includes the basic elements of a real estate CRM, the additional features in the Blossom tier include reporting, multiple intelligent workflows and email templates for ease of design. The increase in features for the paid version provide benefits in lead management and workflow management that could lead to more sales.
The Blossom tier is right for individual agents and small offices that need the basics in a real estate CRM with reporting at an affordable price point. The added communications features for the Blossom tier makes connecting and staying engaged with leads easier and quicker.
The Garden tier is where Freshsales adds customization to help agents create the ideal real estate CRM for their needs. With the ability to configure reports, sales activities and forecasts, the Garden tier uses customizable features to make the CRM personal for the agent and the administrator. The added ability to manage and assign leads gives users extra control over the pipeline and the workflow process, similar to Pipedrive.
The Garden tier is a great option for agents or small agencies that would spend extra to manage the details their lead sales funnel. From assigning leads to digging deeper into sales reporting to grasp progress on key performance indicators, this real estate CRM is a mid-stream option packed with features that rivals Propertybase at a more reasonable price point.
The Estate tier adds a few valuable features like profile enrichment, advanced reporting dashboards and smart capture forms to track lead conversions. These are valuable parts of any real estate CRM because knowing where a lead comes from and where it goes after it comes in are metrics most agents track very carefully.
The Estate tier is right for individual real estate agents or small offices that want the ability to track contacts through the pipeline with enhanced reporting and lead capture information. This type of data can also be useful for brokers and administrators who need an easy way to monitor marketing expenditures. Pipedrive rises to the top with reporting features, but Freshsales allows for more customization of reporting.
What Freshsales Is Missing
Freshsales does not have the real estate look and feel of other realty-specific CRMs like LionDesk, Wise Agent or Propertybase, but the same features are there. If a real estate CRM means that you want Realtor-specific features, then you might want to try one of those options because customization might be time-consuming.
What Users Think About Freshsales
Most users expressed a positive experience with Freshsales noting that it required some upfront investment in customization. Other users noted that the quick learning curve and ability to hit the ground running were advantages of Freshsales due to ease of use. Visit our Freshsales CRM review page to find out more.
Where to Find Freshsales
With the basic CRM features rolled into the Free Forever plan and a 30-day free trial, you can try Freshsales out for extended periods of time to find out if it is right for you. Visit Freshsales website today to find out more.
Best Real Estate CRM for Visual Workflow: Pipedrive
Pipedrive is a unique CRM because its visual pipeline gives users an overview and in-depth details about the stage of each contact. It’s easy to use and allows you to drag and drop prospects from stage-to-stage. Pipedrive is ideal for real estate agents who like a visual dashboard to see where each lead is in the pipeline and streamline workflow quickly for the easy completion of tasks.
Pipedrive begins with the basic features of a real estate CRM at $15 per month, which is affordable when compared to other solutions like Propertybase. Each package becomes more attractive with an annual contract that saves the agent about 17 percent per month. With a 14-day free trial, you can easily test the features without risk.
“Pipedrive is lightweight, simple and easily customizable. Our CRMs are for contact information, note taking and scheduling activities pertaining to property owners. Pipedrive’s ease of us is also ideal for new staff jumping in with a learning curve of a few hours.”
— Earl White, Co-founder, House Heroes LLC
Pipedrive Tiered Features
|Activities & Reminders|
|Advanced Reporting Tools|
|Chat & Email Support|
|Customized User Permission Settings|
At the Silver tier subscription level, Pipedrive allows customization of the dashboard mixed with a streamlined pipeline view that gives real estate agents a clear and accurate picture of their sales opportunities. Pipedrive has advanced reporting that includes how many deals were won/lost, level of performance and the number of opportunities.
The Silver tier package is perfect for individual real estate agents who want the power of reporting mixed with the basics of an easy-to-understand dashboard that allows you to take action and complete tasks quickly. With the ability to create calendar events and set follow-up reminders, agents get an easy-to-manage real estate CRM at an affordable cost.
The Gold tier is all about taking a step up from the daily sales process to build marketing automation and allow buyers to schedule their own meetings with you. The ability to take back your workflow and automate ongoing processes means less to worry about and more tasks accomplished in less time, so nothing falls through the cracks. If you like a visual CRM, then Pipedrive is the right choice. If you want to customize this, then you might try Freshsales.
Gold tier is right for busy real estate agents that want to customize their workflow and get rid of repetitive tasks that eat up time. With automated emails and follow-ups combined with giving the ability for buyers the power to schedule their own meeting, you are free to move on to closing more sales.
The Platinum tier adds features that allow agents and offices to focus on the bigger picture of pipeline management and lead nurturing. With a more team-friendly approach, the Platinum tier allows admins to create team tasks and measure performance against goals. The forecast feature included in the Platinum tier gives you the ability to see revenue predictions for marketing and advertising efforts.
The Platinum tier is right for mid-sized agencies and teams that need the ability to track leads while also managing the performance of individual agents, teams and the company as a whole. The customized permissions and single sign-on give admins the power to look into the way the company runs from lead to completed sale.
What Pipedrive Is Missing
Pipedrive is a sales lead tracking system first and foremost. For those seeking a CRM that is designed for the real estate industry, you might want to try Realvolve, Wise Agent or LionDesk. Visit our Pipedrive review page to find out more.
What Users Think About Pipedrive
Most users report their happiness with the way that Pipedrive presents information in a clear, visual way that cuts down on searching through menus or looking for ways to complete tasks. Some Pipedrive users were dissatisfied with the lack of scalability, so if this is an issue, then you might want to try a team-based solution like Propertybase.
Where to Find Pipedrive
Try out Pipedrive with its 14-day free trial and test all of the features for yourself. Visit Pipedrive to sign up or find out more.
Best CRM for Advanced Marketing Tools: LionDesk
LionDesk is a CRM with advanced marketing tools such as video emails and texts. Their automated marketing tools set them apart, along with features like social media lookup, click-to-call and text-to-sell features, which allow you to easily connect with leads. The LionDesk CRM is best for agents and realty offices comfortable with technology and seeking to expand their marketing efforts.
LionDesk pricing starts at $25 per user, per month for the Pro plan. You can try the free 30-day trial to test the features of LionDesk. There are bonus features for $49 per user, per month for the Pro Plus plan and an Enterprise plan with custom pricing for larger teams.
The pricing for LionDesk packages are as follows:
- Pro plan: $25 per user, per month for a full suite of services
- Pro Plus plan: $49 per user, per month for enhanced texting services
The majority of real estate CRMs include email drip campaigns, auto-responders and texts. LionDesk uses these automated marketing tools to save the agent time and help them stand out from the crowd with video emails, video texts and click-to-call features.
Here are the top features included with LionDesk CRM.
Realtors can customize their LionDesk marketing campaigns to share information with a buyer like new property listings based on buyer preferences and search habits. Unlike any other CRM on the list, LionDesk allows videos to be added to email templates to personalize the buyer experience with messages from the agent or previews of a property.
LionDesk can also create a local area code phone number to give agents the option to use one number for professional calls and keep their own phone number private. LionDesk allows more advertising trackability for online and offline marketing with specialized codes and phone numbers connected to specific campaigns.
LionDesk does have a friendly team and individual calendar that sets reminders to follow-up and tracks movements. This feature is available with Wise Agent at about the same price point with more complexity, so the real determining factors should be if technology is a benefit or a pressure point for your real estate organization.
With the incredible features of LionDesk, internet data exchange (IDX) website landing pages are not a part of their plan. If you already have a website and you want to add enhanced marketing features, then LionDesk is a good choice. For agents that want a one-stop approach to their real estate business that includes an IDX website or landing pages, then Propertybase or Wise Agent are better choices.
Social Media Enhancement
With a social lookup tool similar to Wise Agent that matches the lead email address with profiles in LinkedIn and Facebook, LionDesk provides a stronger picture of the buyer for the real estate agent. This feature is shared by Wise Agent and Realvolve. If you want a less technologically complex real estate CRM, then Wise Agent or Realvolve would be better.
For documents used frequently in communications with a buyer, the agent can store materials for easy, continuous access. Similar to Wise Agent, LionDesk CRM provides a place for agents to record and save videos, like introductions or popular property features, for different types of clients for easy texting at a moment’s notice.
Ease of Use
LionDesk is very easy to use with an intuitive visual display that balances tasks with reporting features and a to-do list without getting in the way of usability. Similar to Wise Agent, LionDesk is very user-friendly with robust features, but the dashboard feels much sleeker and modern with a design similar to popular email or web browsing platforms.
The features are nicely layered for ease of use and the technology provides the instant gratification of seeing what you want when you want to see it, but there is some setup time involved to use LionDesk to its full potential. Like Pipedrive, it is easy to start clicking around and welcomes learning through exploration.
LionDesk has a robust reporting structure for daily use and long-term forecasting. With reporting that mirrors Pipedrive, Freshsales and Propertybase, LionDesk has an easy-to-understand and customized reporting dashboard that shows sales by contact channel, leads by source, expected sales, pipeline stage, activity log and email metrics. If sales reporting is important to your office, then LionDesk is a good real estate CRM option for you.
LionDesk integration easily keeps pace with other big names in the real estate CRM industry. By integrating well-known real estate and standard third-party solutions like Facebook ads, Zapier, Real Geeks, Zillow, Trulia and Realtor.com, LionDesk is expanding the big sales picture by capturing all leads in one place. Using these integrations, it also engages each contact with a customized message from the agent on a constant basis without increasing time investment.
LionDesk goes all the way with customer support. Like Realvolve and Wise Agent, LionDesk offers email and phone support. Inside the dashboard, there is a chat module and all accounts start with a free onboarding call to help real estate agents make the most of their CRM.
What LionDesk Is Missing
LionDesk CRM is missing some easy, out-of-the-box usability. The LionDesk interface feels more like Realvolve or Wise Agent with some lifting for customization, but the customer service is available to help get you started. If quick setup or ease of use is an issue, then you might want to examine other options like Pipedrive or Freshsales.
What Users Think About LionDesk
Reviewers agreed that the setup and learning curve for LionDesk is a time investment, but most also agreed that it was well worth the effort for the features to be of full benefit. Similar to advocates of Wise Agent, users thought that LionDesk was an exceptional real estate CRM for the price point. Check out some LionDesk reviews for more information.
Where to Find LionDesk
Visit LionDesk’s website to find out more about their robust real estate CRM. Test out LionDesk with their free 30-day trial and top-notch customer support.
Best Real Estate CRM for Seamless Workflow: Realvolve
Realvolve uses the basic building blocks of a useful CRM to create a highly useful, low-maintenance lead tracking system. Realvolve offers advanced features like email, social media lookup and texting without complicated modules to slow down tasks or add complexity. Realvolve is the best real estate CRM for agents that simply want the ability to connect with leads and track their progress through the sales channel.
Realvolve’s pricing is based on the number of users. Slightly more expensive than Wise Agent and LionDesk, Realvolve begins at $59 per month for a single user and one assistant. The price break for an annual contract reduces the cost, however, and a 14-day free trial gives you time to learn about the features.
Realvolve pricing plans are as follows:
- Pro plan: $59 per month or $588 per year, per user plus one assistant at $49 per month
- Pro+ plan: $199 per month or $2,004 per year, per five users plus one assistant at $167 per month
- Team plan: $280 per month or $2,796 per year, per 10 users plus one assistant at $233 per month
- Large plan: 15 users plus one assistant — call for group pricing
Realvolve takes their real estate CRM back to the basics to create an easier platform that saves time in usability and task completion. Without complex modules to learn, agents avoid extra clicks, track leads with ease and stay engaged with buyers. Real estate agents are able to increase efforts to stay connected with buyers without juggling other tools or wasting time setting up their account.
Realvolve ensures you can communicate across various channels, including automated emails, short message service (SMS) and social media so you can reach contacts at different touchpoints and send timely follow-ups. Agents can customize Realvolve email templates to set up and send communications to a targeted group of buyers quickly.
Realvolve allows you to manage deadlines and key dates with a synchronized calendar where you can view tasks and dates for a single contact or property. You can also customize the calendar to create workflows and systems to keep your team organized.
Realvolve has integrations to support landing page creation and design. Their integrations include LeadPages and Easy Agent Pro. If you want a CRM that directly includes landing page creation and customization, Wise Agent might be a better fit.
Social Media Enhancement
You can send social media messages directly from the Realvolve, similar to Wise Agents’ capabilities. Realvolve also has Facebook and Twitter integrations available so you can automate your posting or advertising efforts.
Realvolve has unlimited storage for documents and presentations. This amount of storage is typically only available for higher priced plans as is the case with Propertybase.
Ease of Use
Realvolve focuses on making their real estate CRM intuitive and functional. Designed to mirror other well-used platforms like website browsers and email interfaces, Realvolve delivers what users expect to see without unnecessary complications or clunky modules. The easy-to-read dashboard captures the whole picture at a glance like Pipedrive or Freshsales.
Realvolve matches other real estate CRMs like Wise Agent for sales reporting functionality. True to their time-saving mission, Realvolve uses widgets to display sales reports on the dashboard at sign in and allows minimal customized reporting that include commissions, revenue, sales volume, average commission and the number of closed deals. If customized reporting is important, then Pipedrive or Freshsales are a better choice.
Realvolve integrates with well-known platforms like G Suite, Zapier, email and Evernote, as well as social media platforms like Twitter. These integrations allow real estate agents to interact on social media and through texting seamlessly.
Realvolve goes the extra mile in customer support. With efforts that match Wise Agent and LionDesk, Realvolve checks the customer service box with phone, email and chat support alongside online videos, training and podcasts to help you use this real estate CRM at a high level.
What Realvolve Is Missing
Like LionDesk and Wise Agent, the look and feel of Realvolve can be basic for a sophisticated user expecting a more visual appeal. The lack of complex modules stacked on top of time-consuming tasks eases the confusion and lowers the learning curve for many users who just want to finish the job.
What Users Think About Realvolve
Most users thought that Realvolve delivered on the promise to provide a basic real estate CRM without extra fuss or added menus to step through to complete a task. Some users noted that there was some setup time involved for customization, but it was worth the effort. Find out more by reading our Realvolve CRM reviews.
Where to Find Realvolve
Visit the Realvolve website to sign up for your free 14-day trial and find out if it is right for your real estate office. You can evaluate the features and ask questions through their website.
Best CRM for Large Organizations: Propertybase
Propertybase uses an IDX website to shuffle leads into a robust CRM for one-stop marketing automation, sales reporting and transaction recording. Propertybase is unique because it is based on Salesforce, which is ideal for users who are comfortable with the workings of a customer relationship management solution. Due to its advanced functionality, Propertybase is best for large realty organizations with remote agents.
Propertybase is a higher-priced real estate CRM for larger Salesforce-familiar teams that starts at $79 per user, per month. Unlike other CRMs, all packages are billed yearly, and there is a minimum of four users, so making good use of the 14-day free trial to examine features is very important.
Propertybase Tiered Features
|Drip & Mass Email Campaigns Templates|
|Integrated Website Solutions|
|Lead Notification & Routing|
|Unlimited Media Storage|
Small Team & Company Tier
The biggest difference between the Small Team tier and the Company tier is the minimum seats required for participation. With the same features including marketing automation, sales tracking, lead management and transaction recording all stacked on a Salesforce platform, it comes down to price.
If you have a team of three people and pay the user fee annually for the Small Team tier, then the cost is $3,564 yearly as opposed to the Company tier for four users costing $3,792 per year. For teams that are using Salesforce as a base and want this turnkey real estate CRM solution, Propertybase’s Small Team and Company tiers are worthy of review.
Propertybase Enterprise offers commission portals for agents, franchise management modules to make licensing run smoothly, unlimited media storage for ease of asset access and a deeper financial picture. Enterprise takes companies up a notch into a fully developed sales and lead-tracking real estate CRM with emphasis on business management modules.
Larger real estate agencies or realty offices with a franchise investment to monitor will appreciate the extra features included in the Enterprise tier of Propertybase. These extra business tracking features with financials help balance sales against expenditures for a complete picture of company successes and failures.
Propertybase offers customer support through trouble tickets and an online library referred to as self-support. Unlike Wise Agent or LionDesk, responses can take up to 48 hours to complete. With the complexity of this system, if customer support is an issue for you or your team, then you might want to look for another option.
What Propertybase Is Missing
Propertybase is priced above other more user-friendly options like Wise Agent due to the minimum user restriction. The Propertybase CRM might include teams as small as three people, but individual agents will find this a costly option when compared to LionDesk CRM, Pipedrive or Freshsales.
What Users Think About Propertybase
Some users noted dissatisfaction with the learning curve associated with the various modules in Propertybase and a lack of timely customer support. Other users expressed their happiness with the features and all-inclusive nature of the platform of Propertybase. Find out more on our Propertybase CRM review page.
Where to Find Propertybase
Check out Propertybase’s website to see how their CRM might work for your realty office. There is a 14-day free trial to make sure that Propertybase is the best CRM option for your team.
Alternatives Real Estate CRM Options
Here are some more options that you may want to consider when choosing a real estate CRM.
|Real estate CRM||Best For:||Quick Description|
|Contactually||Realtors who want a fun, easy-to-use relationship manager||Contactually offers complex contact organization, automated follow up and a unique letter grade system to let you know how well you’re doing keeping up with your contacts|
|Top Producer||Realtors who want a great value CRM that offers MLS integration||Top Producer offers automatic emails, follow up reminders and has MLS integration|
|REthink CRM||Small brokerages who want sophisticated MLS integration||REthink offers sophisticated MLS integration, contact management, automated emails and basic transaction management features|
|Insightly||Realtors who just need a simple, affordable CRM||Excellent and affordable ($12 per month) basic all-purpose CRM|
|PropertyBase||Brokerages that want an advanced CRM with sophisticated MLS integration||Propertybase is a Salesforce-based real estate CRM that is very similar to REthink; great MLS integration with listing matching; also includes direct mail and financial management tools|
|RealSpace||Agent, teams, brokerages and property managers that want an all in one real estate CRM||CRM, marketing, transactions, MLS, IDX feeds, real estate websites, property portal syndication, workflow automation and property management features|
|Zoho||Realtors on a budget who need more features than Insightly||Zoho is another general use CRM that offers great features like lead follow-up reminders and drip campaigns|
|Zillow Premier Agent||Zillow Premier Agent members; Realtors on a budget||Along with your Zillow Premier agent account, Zillow offers a totally free basic CRM|
|Boomtown ROI||Realtors looking for a turnkey lead generation and CRM system.||Boomtown includes a “predictive” CRM that offers email templates, drip campaigns and MLS integration|
|WiseAgent||Bulk text messaging||Wise Agent offers drip campaigns, prewritten emails, bulk texting, automated responses and team integrations|
|Followup Boss||Realtors who want something simple and lightweight||Great CRM with action plans and social media lookup|
|Ixact Contact||Realtors who want a lot of real estate specific features on a budget||Mobile-friendly CRM that includes a free website|
|Hubspot||Realtors who need a free CRM||Free basic CRM that works great for agents|
|RealtyJuggler||Realtors on a budget||Bare-bones real estate CRM with drip emails, expense tracking and more for only $99 per year|
The Bottom Line
Evaluating lead monitoring solutions to find the best real estate CRM for all sizes opf realty companies means comparing the price, features, usability, reporting abilities, third-party integration and customer support of each platform. These criteria helped to qualify the six top real estate CRM suggestions for users of all experience levels, budgets and size.
Wise Agent emerged as the best real estate CRM because it is packed with the easy-to-use features agents need to take their sales to the next level without eating up the profits. With a 30-day free trial and outstanding customer service and integration, you can try out Wise Agent for your office without risk.