8 Best Real Estate CRM Software 2023

SalesSignals with all interactions and notes (Source: Zoho CRM)

• Team and collaboration features: Includes visual roadmaps, blueprint for teams, automated workflows with suggestions
• Omnichannel communication tracking: Centralized database for client communications from email, short message service (SMS), and social media
• AI tools: Automatic suggestions and customization options to track high-priority clients, set reminders, and improve communication and processes
• Additional customer support options: For quicker responses from customer support, you can pay for premium or enterprise-level support.

Zoho has a customer rating of 4 out of 5. Users appreciate the CRM’s adaptability, letting them tailor it to their requirements for streamlined business management. Many find the pricing competitive for the extensive features they receive. One customer reported that the Zoho ecosystem offered a solution for every business need, which helped them succeed in their real estate practice.

Negative reviews were mainly about customer service and glitchy software. One customer stated there were challenges in achieving smooth integration with well-known sales and marketing tools and no support for intricate scenarios. The customer also said they outgrew the software within two years. For a CRM for real estate agents that scales with your business, check out Realvolve.

• Standard: $14
• Professional: $23
• Enterprise: $40
• Ultimate: $52

All prices are paid per user, per month, and billed annually; monthly pricing is available at slightly higher rates.

Pipedrive dashboard (Source: Pipedrive)

• Mobile app: Mobile application auto-syncs real-time data updates with the web app
• Document management: Digital signature and document tracking capabilities for transaction management
• Artificial intelligence (AI) sales assistant: Automated assistant improves decision-making and performance by analyzing data and suggesting new solutions
• Communication tracking: Smart contact data feature provides valuable insight into prospective buyers, and emails are automatically linked to contacts, deals, and opportunities in the pipeline for easy access

Pipedrive has a strong customer review score of 4.2 out of 5, backed by numerous users who commend its intuitive interface for efficient data organization, task prioritization, and contact management. They appreciate its seamless integration with other apps and real estate software, enhancing productivity.

However, some users in less positive reviews highlight issues with glitches in add-on features, such as web forms and chatbots. While others like the platform’s interface, they need more robust marketing and lead generation capabilities for effective lead nurturing. HubSpot is worth considering for a CRM real estate software with a greater marketing focus.

• Essential: $14.90
• Advanced: $27.90
• Professional: $49.90
• Power: $64.90
• Enterprise: $99

All prices are paid per user, per month, and billed annually; monthly pricing is available at slightly higher rates.

The power of AI assistance. (Source: Cloze CRM)

• Automatic tracking and organization: Track interactions across emails, calls, meetings, documents, and social platforms. It arranges contacts, companies, and meetings by category and captures email signatures for up-to-date contact information.
• AI learning algorithm: Recognizes significant contacts and provides automatic reminders for timely follow-ups, ensuring consistent management of customer relationships and pipeline activities.
• Meeting preparedness: Provides precise updates on previous interactions, offering context from sources like Evernote, email, calls, social media, documents, and prior meetings.
• Multilayer privacy and security: Guaranteed security through layered protection, encompassing data centers, network, and encryption. Only users can access their data, shielded even from Cloze.

Cloze CRM has a rating of 3.7 out of 5. It has received praise for its “Log Meeting” feature, which helps users recall client discussions. They report that follow-up reminders aid in maintaining connections. One user stated that Gmail integration, complete with Read alerts, ensures users know when clients view messages and interact with provided links.

Dissatisfied customers said the software erroneously combines unrelated contacts, generating a single entry with complete details. One stated that it recently merged 10 companies and 40 contacts into one entity, despite their feedback about its Smart features causing the issue. If you want a CRM for real estate agents that provides greater control, check out Zoho CRM.

• Close Pro: $17
• Business Silver: $21
• Business Gold: $29
• Business Platinum: $42

All prices are paid per user, per month, and billed annually; monthly pricing is available at slightly higher rates.

HubSpot marketing analytics dashboard (Source: HubSpot)

• Mobile CRM app: Carry the HubSpot CRM with you to constantly stay on top of communications and follow-ups
• Content creation tools: Blog idea generator, website grader, SEO blog maker, website themes and templates
• Detailed analytics and reporting: Track and evaluate detailed marketing analytics across all platforms in a centralized and easy-to-navigate location
• Free business tools: Free marketing and administrative tools like the marketing plan generator, invoice templates, and landing page builder

Out of more than 10,000 customers who have reviewed HubSpot online, 67% of users have awarded HubSpot’s real estate CRM five stars. With a 4.4 out of 5 rating, users appreciate its intuitive dashboard, versatile tools, and customization. It’s been called the “holy grail of marketing” and a “game changer” for its functionality. Many reviewers also highlight the accessible and supportive customer support team.

However, some users report that the free CRM is limited. Meanwhile, the paid plans have so many features they can be incredibly overwhelming and require a significant time commitment to learn. If you’d rather start with more straightforward CRM software for real estate, try Pipedrive.

• Free Tools: $0
• Starter: $18
• Professional: $1,600

All prices are paid per month annually; monthly billing is available for slightly higher prices.

Pipeline and sales data (Source: Copper)

• Google Integrations: Integrates and syncs with Google Workspace applications like Sheets, Gmail, Docs, Calendar, Slides, Calendar, Hangouts, Drive, and Studio
• Back office integrations and features: Integrates with QuickBooks for invoicing and accounting capabilities, as well as DocuSign for eSignature and contract generation, features
• Marketing tools: Provides email templates and drip campaigns, as well as bulk email creation with customized contact alerts
• Mobile app: App allows you to stay in touch with reminders and contacts on the go

Copper users gave the software a rating of 4.5 out of 5. They’re particularly fond of its seamless Google integration and its ability to streamline their workflows. Reviewers emphasized the value of tracking contact data across platforms and setting reminders in Google Calendar. The overwhelming consensus is that Copper CRM is user-friendly and excels at organization.

While most users are satisfied with the platform, some pointed out potential cost issues for teams. Technical glitches and less-than-ideal customer service experiences were also mentioned. If you’re looking for the best CRM for real estate agent teams, Pipedrive or LionDesk could be worth checking out.

• Basic: $23
• Professional: $59
• Business: $99

All prices are paid per user, per month, with an annual subscription; monthly pricing is available at slightly higher rates.

LionDesk direct mail platform (Source: LionDesk)

• Transaction management: Create pipelines to track current clients and closings
• Marketplace with additional products: Add-on features include landing pages, power dialers, and concierge setup options
• Broker-specific solutions: The LionDesk broker platform has all of the standard features along with agent managing tools, like activity reports and lead distribution.
• Built-in autoresponders: The AI lead follow-up feature uses an auto-bot to have a live chat conversation with potential buyers.

The vast majority of LionDesk reviewers noted that the communication tools were extensive, easy to use, and effective in nurturing clients and standing out from the competition. They also said the learning curve is brief, and the pre-made email and text drip campaigns were well-written, further simplifying their marketing and nurturing tasks.

However, many customers referenced difficulty with reaching customer support, lowering LionDesk’s overall customer review rating to 4.1 out of 5. A few customers also noted that the interface is not modern or intuitive, and glitches are somewhat common. For a real estate CRM with highly accessible customer service, consider HubSpot.

• CRM: $25
• Premier CRM: $83

All prices are paid monthly, with an annual subscription; monthly pricing is available at slightly higher rates.

Tracking and measuring dashboard. (Source: Realvolve)

• Free on-demand training: A dozen on-demand videos to learn about the company and its various features
• Mobile app: Provides convenience and the ability to work from anywhere.
• Texting: Send messages to individuals or mass marketing to groups.
• Prebuilt workflow libraries: With many options, you can choose the workflows that meet your needs.

Realvolve has a customer satisfaction rating of 4.4 out of 5. Users praise Realvolve for providing comprehensive functionality without the intricacies of more complex software. They appreciate customer service authenticity and genuine care, noting the positive attitude and attentive approach to user feedback and feature enhancement requests.

Users have reported challenges with building transaction and business management workflows, citing that the process can be complex and non-intuitive, especially for those without technical expertise. Some have experienced glitches and navigation difficulties with the window-in-window popups, including unpredictable scrolling behavior. If you want software with automatic workflow creation, check out Copper.

• Basic: $94
• Accelerate: $99
• Navigate: Call for pricing
• Concierge: By application only

All prices are billed monthly.

Social Stream scheduling dashboard (Source: IXACT Contact)

• Mobile app: Updates contacts in real-time and keeps you in touch even on the go
• Keep In Touch Coach: Automated tool that sends reminders to send messages at regular intervals and for birthdays and anniversaries
• Contact intelligence: Rich social profiles find and import lead information, including birthdays, move-in history, referrals, and communication history
• Lead generation tools: Generate and import leads from Zillow, social media, and your website automatically

IXACT Contact has an excellent customer review rating of 4.5 out of 5. Customers love its unique features, like modern agent websites, monthly newsletters, and automated marketing. There are almost no complaints about software glitches and few notes about missing features, which shows that IXACT Contact’s CRM is highly functional and practical.

The few unsatisfied customers stated that the CRM is not as modern or visually appealing as others and that they would benefit from more integration options. For a real estate CRM with almost unlimited integration capabilities, check out Zoho CRM.

• Annual Plan: $38
• Monthly Plan: $45
• IDX website add-on: $19–$39
• Social Stream add-on: $20
• Mass Email Purchases add-on: Ranges from $10–$150 based on email limits. First 2,500 are free
• Text Marketing add-on: Ranges from $5–$175 based on text message limits

All prices are paid per month, unless otherwise specified.