This article is part of a larger series on How to Become a Real Estate Agent.
A customer relationship management (CRM) software, LionDesk is designed for real estate agents, mortgage brokers, insurance agents, and property management services looking for sales prospecting and lead management in one software. The CRM has built-in tools for communication, lead generation, marketing automation, and transaction management. Based on reviews, agents love the automated drip campaigns and power dialer. Read our LionDesk review to understand how its robust features and affordable pricing suit your business needs.
- CRM: $39 includes 7,500 emails, 2,000 text messages, 500 video text credits, and a custom number
- CRM Premier: $139 includes everything in the CRM plan plus single-line dialer and landing pages
- CRM for Brokers and Teams: Custom pricing
- Concierge setup (one-time fee): $499
- Concierge recharge (one-time fee): $549
- Lead Assist: Starting at $30
LionDesk Reviews: What Users Think of LionDesk
LionDesk CRM reviews praised its email drip campaigns and third-party integrations. Agents getting leads from Zillow, Trulia, and Realtor.com benefit from all of their leads syncing to one centralized location for follow-up and consistent communication. In one LionDesk review, the agent said he liked the robust data capturing and visualization, contact management, custom phone lines, text messaging, and pipeline revenue projection. Another LionDesk review said he was happy with affordable pricing compared to other CRM software.
- G2: 3.4 out of 5 based on 33 LionDesk reviews
- Capterra: 4.1 out of 5 based on 94 LionDesk CRM reviews
- GetApp: 4.1 out of 5 based on 94 LionDesk reviews
In less favorable LionDesk CRM reviews, one customer hoped LionDesk had a newsletter marketing feature to share informational articles with their clients. Another user wanted social media digital management on top of LionDesk’s marketing capabilities. One feedback further noted that LionDesk does not allow custom data fields in its CRM. For a more customizable and affordable CRM, check out other alternatives below, like IXACT Contact and Pipedrive.
Would Our Expert Use LionDesk?
LionDesk is an excellent CRM solution for agents and teams looking for a single platform to manage their real estate business. What we particularly like are the third-party integrations, enabling you to manage leads, sales, marketing, and transactions from other sources without logging in to another software. Another plus for us is the power dialer, which allows you to contact up to three lines simultaneously. The automated drip campaigns are also noteworthy, as you can incorporate a mix of video messages, emails, and phone calls.
Though you can try LionDesk for 14 days, it doesn’t offer a free real estate CRM for budget-conscious agents who are just starting their careers, unlike Freshsales. LionDesk’s lead generation is also limited to Facebook, which doesn’t offer flexibility to agents using other social media and online platforms.
If you’re unsure if LionDesk is the right CRM software for you and your team, other options are available. Take a look at the following CRM systems to see if they can work for you:
Rookie real estate agents who are new to the real estate industry
Agents, teams, and brokerages that want a low-cost CRM with a mix of essential features
Agents, teams, and businesses looking for a free-forever plan for an unlimited number of users
Real estate professionals who want access to real-time market information that they can share with potential clients
(per User, per Month)
$45 (5-week free trial)
$19.90 (14-day free trial)
Free (21-day free trial for a fully loaded CRM)
$60 (paid 30-day trial)
If you’re looking for free CRM alternatives, check out our article 8 Free Real Estate CRM Software 2023.
LionDesk Plans & Pricing
LionDesk pricing consists of two options for its real estate CRM software, billed either monthly or annually. All plans include essential features like video emails, bulk texting and emailing, transaction management, and Facebook lead generation. While there’s no free plan, LionDesk offers a 14-day free trial. This gives you a risk-free opportunity to determine if it’s the right fit for your business before subscribing to a paid plan.
Brokers and teams managing multiple agents can contact customer support for custom LionDesk pricing, including all the CRM software features, agent activity monitoring, agent activity reports, and artificial intelligence (AI)-powered lead follow-up. Browse through the table below to determine the LionDesk cost and features for each plan.
Custom Plan for Brokers & Teams
Who Plan Is Best For
Real estate professionals and businesses wanting a low-cost plan for lead management and communication
Agents and businesses who need to deploy mass text and email marketing campaigns and the ability to contact multiple leads simultaneously
Brokers looking to integrate most of their applications with their CRM and manage their teams, leads, and marketing efforts in one platform
Annual Price Billing
$33 per month
($399 per annum)
$83 per month
($999 per annum)
Prebuilt Marketing Campaigns
Facebook Lead Generation
$99 per month
$149 per month
$50 per month
$29 per month
AI Lead Follow-up
Agent Activity Monitoring
Agent Activity Reports
There are additional add-ons available for a fee through the LionDesk system. Take a look at each tab below to review these options:
General LionDesk Features
- Customer relationship management
- Drip campaigns
- Third-party integrations
- Custom landing pages
- Lead generation
- Power dialer
- Mobile app
LionDesk has a suite of robust features that empower agents to close more deals while saving time and energy. The CRM organizes your contacts and automates client communications, so you can focus on meeting their needs where it matters most. Its power dialer is integrated into your CRM software to help you connect with up to three leads simultaneously and secure more appointments. Lastly, its Facebook lead generation enables you to generate high-quality leads through targeted Facebook ads.
LionDesk also integrates with hundreds of third-party applications to manage your business more efficiently. Additionally, the customer relationship manager (CRM) generates reports and analytics so you can visualize future outcomes and understand your leads more precisely. Check out these notable LionDesk features to streamline your real estate business.
Expand the tabs below to see a breakdown of some of the key features the LionDesk CRM includes:
- All-in-one real estate CRM
- Marketing automation
- Contact management
LionDesk’s CRM platform enables you to organize your contacts, automate client communication, build multi-channel campaigns, and remind yourself of important tasks. It allows real estate agents and brokerages to organize contact information through data importing and storage. LionDesk’s CRM further enables communication with leads and clients through multiple communication channels, including phone, email, and text messaging. In addition, it allows agents to manage workflows for transactions.
What’s great about LionDesk CRM is that you can manage your automated drip campaigns and also access the Power Dialer in one place, keeping your pipeline flowing from lead to contact to conversion. Read on to understand more of these features.
- Automatically capture leads
- Customizable prebuilt templates
- Multiple landing pages for different campaigns
Agents can now create professional real estate landing pages that fit their brand using LionDesk’s prebuilt templates. It removes the complication of coding and allows you to drag and drop elements on your landing page to suit any type of marketing campaign. You can create multiple buyer- and seller-targeted landing pages, such as home valuation and property search.
To save you time, LionDesk’s landing pages automatically send qualified leads into your LionDesk CRM. You can trigger lead nurture campaigns and grow your online presence more efficiently. By using it alongside other features like Facebook ads and email drip campaigns, you can convert leads faster.
Effective real estate landing pages use a call to action (CTA), focused headlines, and appealing photos to capture lead information and increase lead generation. Check out our 15 Real Estate Landing Page Examples & How They Convert Leads.
- Preloaded and create-your-own drip campaigns
- Integrated video emails and video texts
- Assign automated campaigns to a single contact, multiple contacts, or new leads
One of the most effective ways to set up consistent communication with your contacts is through automated drip campaigns, which you can create straight from your LionDesk CRM. Uniquely, LionDesk has integrated video emails and video texting that you can utilize within drips and mass emails or texting to engage with prospects. Your campaigns can also include automated phone calls to let your leads know you are available whenever they need assistance.
So you don’t miss out on any opportunities, set up automated drip campaigns to a single contact, multiple contacts, and even newly captured leads. You can create your own drip campaign or use LionDesk’s preloaded drip campaigns to get you started. If you want your campaign to stop after a contact responds, you can set a “stop” automatically. Don’t forget to set a reminder at the end of your campaign to get notified when it ends.
An effective drip campaign includes various content, such as introductions, newsletters, and market updates, to build trust and keep you top of mind over time. To create a drip campaign that increases sales, explore our article How to Create Real Estate Drip Campaigns (+ Examples).
- LionDesk Ad Portal
- Facebook lead generation
- Lead import from third-party sites
LionDesk’s lead generation helps agents attract high-quality prospects from a pool of incoming leads. With LionDesk’s Facebook Ad Portal, you can launch targeted ads using proven ad templates and custom audiences. The Ad Portal is integrated into your CRM, so you create ads directly from your CRM. Simply choose the template, select which listing to promote, and set the budget. You will then be able to share your ads on Facebook, Instagram, and other sites like Realtor.com, Zillow, and HGTV.
When using the Ad Portal, make sure to connect all your leads to LionDesk and assign an effective lead follow-up strategy. To increase your conversion rate, use Facebook lead generation in combination with other LionDesk marketing features such as text and email drip campaigns. LionDesk also allows users to import lead information from real estate-specific platforms, such as Zillow, Trulia, and Realtor.com, so you can track and nurture all your leads in one software.
To attract high-quality prospects, use a combination of organic and paid marketing. Read our Top 15 Real Estate Lead Generation Strategies to learn more.
- Unlimited minutes
- Call recording
- Choice ID and voicemail drop
- Calls up to three lines simultaneously
LionDesk’s Power Dialer helps you increase the return on time and resources by removing manual dialing when calling leads. The Power Dialer skips voicemail boxes, no-answers, disconnected numbers, busy signals, and dropped calls so you connect with live calls only. It features unlimited minutes, call recording functionality, voicemails, time zone protection (prevents you from calling too early or too late), and a choice ID.
LionDesk’s Power Dialer easily connects agents with leads and clients from within the CRM. The Single-line Power Dialer queues a list of contacts and calls them one at a time. The Multi-line Power Dialer, on the other hand, enables you to queue a list of contacts and ring up to three numbers at a time. Power Dialer also allows you to record voicemail messages that you can easily share with your clients. Moreover, your callback message will automatically be played if you get two or more live answers on the multi-line dialer.
- Generate graphs and charts
- Visualize business projections and future outcomes
- Track lead responses, incoming leads, lead sources, and revenues per lead source
LionDesk makes it easy for you to track and monitor your marketing efforts to see which ones are effective and which ones need a revamp. The Reporting page on your LionDesk CRM will show you what goes in and out of the systems, graph your deals, and track incoming leads, giving you real-time insight into your business. A user can generate visual CRM reports on lead sources, projected revenue, pipelines, and communication history.
Among the reports you can generate are contact sources, deal revenue by contact source, expected deal revenue per month, contact pipeline, and monthly new contacts. You can even track email results by obtaining emailing reports straight from your LionDesk CRM to get statistics on sent emails, opened emails, spam reports, and unsubscribed contact emails.
- Easy and simple interface
- Manage leads and communications on the go
- Compatible with Android and iOS devices
The LionDesk mobile application allows real estate professionals to access the CRM portal on the go. Users have access to all of the CRM’s features wherever they are. Among the things you can do on the mobile app are add and update contact information; text, email, and call contacts; create and complete tasks throughout the day; and record and send video emails and texts. This gives a significant advantage to professionals who often travel or visit property sites.
LionDesk’s mobile app has a simple and easy interface. It is compatible with Android and iOS users and is free to download from the App Store and Play Store.
- Organize your contacts, leads, sales, and marketing in one dashboard
- LionDesk CRM integrates with hundreds of third-party tools
- Log in to one platform for all integrated tools
LionDesk CRM easily integrates with apps that you use every day, including both general business software and apps specific to the real estate industry. LionDesk is an application programming interface (API), which allows you to plug other resources to your CRM to keep your entire database in a single platform. The integrations assist with different processes like lead generation, contact organization, phone calls, transaction management, email marketing, and website tracking.
Check out some of the most popular real estate integrations in your LionDesk CRM:
- Easy Agent Pro
- IDX Broker
- Office 365
- Placester IDX
- Real Geeks
- Phone, email, and live chat
- Submit a request via a fill-in form
- Training videos and how-to guides
LionDesk provides customer service through basic channels, including phone, email, live chat, and social media platforms. If you want to know how to set up your account but don’t need direct assistance, check out LionDesk’s Help Center, where you can access how-to guides and training videos to navigate through LionDesk CRM settings. You can also submit your request for support by filling in a form on their website.
Accounts subscribed to Concierge services will have a dedicated coordinator who is supported by a team of virtual assistants. Once your LionDesk account is set up, the coordinator will host a 30-minute, one-on-one screen-sharing session to review your account, address any questions, and provide some best practices.
Ease of Use
Setting up and navigating the LionDesk CRM is simple. This is because it offers many prebuilt templates within the CRM for email and text communication, as well as third-party integrations with most real estate tools.
For agents who have used a CRM before, navigating LionDesk’s platform will only require a slight learning curve. Upon login, you will be directed to your dashboard where you have a quick snapshot of your Vitals, Contact Filters, Tasks, and Recent Activities. Your Vitals track various types of metrics, such as email opens/clicks and inbound/outbound texts to see leads who are engaging with you, opening your emails, and replying to your texts.
Manage your day-to-day workflow through the Tasks widget. You can set reminders for upcoming events, recurring meetings, and even calls you need to make. The calendar view allows you to visually organize your workflow according to your daily, weekly, or monthly calendar.
To access other settings within your CRM, just navigate through the Menu tab on the left side of the homepage. You can easily jump to several features, such as Reporting, Transactions, and Communications, with just one click. If the multiple features overwhelm you, you can simply go to LionDesk’s Help Center for step-by-step guides.
Our LionDesk review shows that the software is excellent for different real estate professionals and businesses looking for an all-in-one CRM solution. The built-in communication and marketing tools and third-party integrations allow agents to accomplish a wide range of tasks, from initial lead generation to closing transactions. LionDesk CRM pricing, features, and ease of use reduce the drudgery of lead generation, marketing, and sales so you can focus on the more exciting aspects of a successful real estate business.