Best Real Estate CRM Software Systems in 2024
In 2024, finding the ideal CRM software is essential for real estate professionals looking to streamline business processes and improve client relationships.
This article provides a comprehensive look at the top CRM systems designed specifically for the real estate industry, highlighting their key features and benefits.
It also provides an overview of CRM technology and its importance in streamlining real estate operations.
Explore the following sections to discover the best CRM solutions that can help you achieve greater efficiency and success in your real estate endeavors.
What Are CRM Systems and Why Real Estate Agents Need Them?
How should real estate professionals deal with vast amounts of client data and relationships?
Real Estate CRM Systems are the answer!
Customer Relationship Management (CRM) systems are software tools designed to help companies manage their interactions with current and potential customers.
These real estate software systems store customer information, track communications, and automate various sales and marketing tasks. For real estate agents and businesses, CRM systems are invaluable. They help manage customer information, streamline communications, and improve overall efficiency.
In the real estate industry, maintaining strong client relationships is critical.
Each client represents a significant revenue opportunity, not only through a single transaction, but also through referrals and repeat business.
A positive relationship can lead to multiple sales opportunities over time. Satisfied customers are more likely to recommend a real estate agent to friends and family, expanding the agent’s network and customer base.
A CRM system allows agents to keep detailed records of every interaction, ensuring that they can provide personalized service to each customer. This level of personalization can make a significant difference in closing deals and building long-term relationships.
Therefore, fostering positive relationships is essential to long-term success in real estate.
This, in a nutshell, is the primary role of CRM systems – to help real estate agents manage their leads more effectively.
By automating the process of tracking and following up with prospects, agents can ensure that no opportunity slips through the cracks. This not only saves time, but also increases the chances of converting leads into clients.
Another key benefit of CRM systems is their ability to provide valuable insights through data analysis. Real estate tech companies can use these insights to identify trends, predict market movements, and make informed decisions.
This strategic advantage can lead to better real estate business results and a competitive edge in the marketplace.
Key Features of Solid Real Estate CRM Software
Choosing the right CRM software is critical for real estate professionals who want to streamline operations and improve customer interactions.
The best real estate CRM systems come equipped with specific features tailored to the unique needs of the industry.
Here are some key features that a robust real estate CRM system should offer:
- Contact Management: Efficient organization and storage of detailed information about clients, including contact details, preferences, and transaction history. This ensures easy access and updates to client information, fostering better communication and personalized service.
- Lead Management: Effective tracking and management of potential clients from initial contact through conversion. This helps prioritize leads based on their likelihood of closing, ensuring valuable opportunities are not overlooked.
- Automated Follow-ups: Scheduling and automation of follow-up emails, calls, and messages. Regular contact with clients and leads is maintained, improving engagement and increasing the chances of successful conversions.
- Property Management: Maintenance of a comprehensive database of property listings, including details such as location, price, and features. This allows quick and efficient matching of properties with client preferences.
- Task and Calendar Management: Integration of a calendar and task management system to schedule appointments, set reminders, and manage daily activities. This helps in staying organized and ensuring that important tasks and meetings are not missed.
- Reporting and Analytics: Generation of detailed reports and analytics on sales performance, client interactions, and market trends. These insights assist in making data-driven decisions and improving strategies.
- Integration with Other Tools: Seamless integration with other essential tools such as email, marketing platforms, and social media. This ensures that all aspects of the business are connected, enhancing overall efficiency and communication.
- Customization Options: Tailoring of the CRM system to fit specific business needs. This can include custom fields, workflows, and reports, ensuring the software aligns perfectly with the company’s processes and goals.
A solid real estate CRM system with these capabilities can significantly improve the efficiency and effectiveness of real estate professionals, leading to better client relationships and improved business results.
[Read also: 10 Key Proptech Trends in 2024: How Technology is Changing The Real Estate Industry]
Developing Custom Real Estate CRM Software
While there are many CRM options available on the market, the need for customized solutions in the real estate industry remains significant.
Off-the-shelf CRM systems offer a range of features, but they may not fully address the unique needs of each real estate company. Developing custom real estate CRM software can fill this gap by providing a tailored solution that meets specific business needs.
One of the key benefits of custom CRM software is the ability to tailor it perfectly to a company’s processes and goals.
Every real estate company operates differently, with different workflows, client management strategies, and reporting needs.
In addition, custom CRM solutions can be designed to comply with local regulations and laws, which is especially important in the real estate industry.
Real estate transactions often involve complex legal requirements that vary from region to region.
Stratoflow‘s experience in developing custom software for real estate business and Property Management Software Development means that we understand the nuances and specific challenges of the industry.
This expertise in the real estate industry ensures that the custom CRM solutions we deliver are not only technically sound, but also perfectly suited to the unique needs of real estate companies fueling the digital transformation in the real estate industry. Check out our real estate custom development services to learn more about how we digitally transform real estate businesses.
By leveraging this specialized knowledge, real estate tech companies can gain a competitive advantage and ensure that their CRM system fully supports their strategic objectives.
11 Best Real Estate CRMs to Help You Close More Sales
Choosing the right CRM system is critical for real estate professionals looking to streamline operations, effectively manage leads, and improve client relationships.
The following list highlights 11 of the best real estate CRM systems, each offering unique features tailored to the needs of agents and brokers.
From comprehensive lead management to advanced marketing automation, these CRMs provide the tools necessary to drive business growth and efficiency in the competitive real estate market.
Here’s a quick overview of each system to help you find the perfect fit for your business.
Openkoda
Openkoda is a comprehensive property management system built on an open-source platform and designed to streamline various aspects of property management in an real estate business.
It offers features such as tenant screening, custom dashboards, maintenance management, document generation, and AI-powered SQL query generation – everything from standard functionality to more innovative AI-enabled things to minimize the burden on real estate agents and real estate businesses.
These tools help property managers run their operations more efficiently, improve tenant relations, and enhance financial management.
While not a CRM system per se, Openkoda PMS has one major advantage that sets it apart from the competition.
Openkoda uses an open source rapid development framework that allows for extensive customization and integration.
What does this mean in practice?
The platform claims to enable custom application development up to 60% faster than traditional methods. This is achieved through the use of pre-built templates and the AI Companion, which helps generate code extensions for new features.
As a result, developers can efficiently and cost-effectively add custom CRM functionality tailored to an organization’s specific needs.
Openkoda‘s flexibility allows developers to integrate custom CRM functionality that is perfectly suited to the unique operational needs of real estate companies. This includes features such as lead management, automated follow-up, transaction tracking and detailed reporting.
In the real estate market, opting for custom CRM software can be incredibly beneficial in the long run.
Unlike off-the-shelf solutions, custom software can be tailored to handle specific tasks, such as unique lead management workflows, specialized reporting, and personalized customer communication strategies.
Then there’s the notorious problem of vendor lock-in that many out-of-the-box solutions suffer from.
This can make it difficult to customize the system to meet specific business needs, integrate with other tools, or migrate to a different platform without significant cost and effort.
Developing custom CRM software on open source platforms like Openkoda remedies this by providing full code ownership and freedom from proprietary constraints.
Openkoda’s extensible framework allows for extensive customization, integration, and scalability, ensuring that the CRM system can evolve with the unique needs of the business without being tied to a single vendor.
Out of the box, Openkoda provides essential property management features such as tenant screening, custom dashboards, automated document generation, and AI-powered messaging.
These core functionalities provide a robust starting point for developing a comprehensive real estate CRM system.
By building on this strong foundation, developers can ensure that the basic aspects of property management are well handled, while focusing on adding custom CRM functionality.
Pricing
Openkoda Property Management Software is an open-source real estate software tool.
Trial
Openkoda is a ready-made real estate tool available today! Do you want to see its capabilities in action?
Schedule your own free demo today!
Key Features
- Tenant Screening – Includes a pre-defined questionnaire and detailed screening tools to gather critical information and assess tenant reliability, minimizing risks like unpaid rent and property damage.
- Custom Dashboard – Provides personalized dashboards that offer real-time updates on rent payments, maintenance requests, and other critical operations. Smart reminders and AI-powered emails ensure timely rent collection and efficient task management.
- Maintenance Management Tool – Allows tenants to report maintenance issues directly through the platform, preventing duplicate requests and improving communication between tenants and maintenance teams. This leads to quicker resolutions and enhanced operational efficiency.
- Automated Document Generation – Automates the creation of essential documents such as leases, invoices, and receipts. This reduces manual effort, improves document accuracy, and speeds up administrative processes.
- Lease Generator & E-Signature – Facilitates the sending of leases with a single click, including e-signature capabilities. This reduces the need for face-to-face interactions and streamlines the lease signing process, saving time for both property managers and tenants.
- AI Messaging – An real estate AI-powered messaging system helps maintain up-to-date communication with contractors and tenants, managing messages and expenses through a unified dashboard. This improves overall coordination and efficiency.
- Customization and Scalability – Being open-source, Openkoda allows extensive customization and scalability. Users can tailor the software to meet specific needs without vendor lock-ins, ensuring flexibility in integration and functionality expansion as business requirements evolve
[Read also: Future of Real Estate: Space as a Service Model]
Wise Agent
Wise Agent is a comprehensive real estate CRM designed to streamline and automate various aspects of a real estate agent’s daily operations. Its intuitive interface and extensive feature set make it suitable for both solo agents and teams.
One of the standout features of Wise Agent is its contact management system.
It allows easy import of contacts from various sources, and its lead enhancement tool can automatically pull additional information from public profiles, enhancing the details available for each contact.
Wise Agent excels in marketing automation, offering robust tools for drip campaigns, email marketing, and even text message marketing.
These features enable agents to maintain consistent communication with their leads through automated, customizable campaigns.
However, there are some areas where Wise Agent could improve.
The mobile app has limited functionality compared to the desktop version, and some users have noted that the setup process can be time-consuming. Additionally, while the interface is functional, it could benefit from a more modern design
Pricing
Starts at $29/month
Free Trial
Yes, 14 days
Best For
Solo agents and small teams
Key Features
- Contact Management – Organize and store detailed client information, including contact details, preferences, and transaction history, enabling personalized service.
- Automated Follow-Ups – Schedule and automate follow-up emails, calls, and messages to ensure consistent communication with clients and leads.
- Marketing Automation – Create and manage drip campaigns, email marketing, and text message marketing to maintain regular contact with clients.
- Transaction Management – Track and manage tasks associated with each transaction, using customizable checklists and templates to ensure all details are covered.
Follow Up Boss
Follow Up Boss is a robust CRM designed specifically for real estate professionals.
It is known for its user-friendly interface and comprehensive features, which help agents manage leads, automate follow-ups, and enhance team collaboration.
One of the key strengths of Follow Up Boss is its integration capabilities.
It seamlessly connects with various tools and platforms commonly used in the real estate industry, such as Zillow, Realtor.com, and Mailchimp.
This flexibility allows agents to centralize their operations and manage everything from one platform. Additionally, it supports integrations with websites built on platforms like WordPress, enhancing lead generation efforts by funneling leads directly into the CRM.
Despite its many strengths, Follow Up Boss does have some drawbacks.
The initial setup can be time-consuming, and there is a learning curve associated with mastering its features.
Pricing
Follow Up Boss starts at $69 per month.
Free Trial
Yes, 14 days
Best For
Lead management and team collaboration
Key Features
- Lead Management – Track and manage potential clients from initial contact through conversion, prioritizing leads based on their likelihood of closing.
- Integrated Dialer – Make and track calls directly from the CRM, ensuring efficient communication and follow-up with leads.
- Automated Lead Follow-Up – Use automated email and text follow-ups to engage leads promptly and consistently, increasing the chances of conversion.
LionDesk
LionDesk is a versatile real estate CRM designed for real estate agents, offering a broad array of features to help agents manage their leads, automate communications, and enhance productivity.
Known for its affordability and robust functionality, LionDesk provides tools that cater to both individual agents and larger teams.
LionDesk’s contact management system is user-friendly, allowing agents to import contacts easily from various platforms such as Gmail.
The system offers detailed contact cards that store comprehensive information about each lead, including emails, calls, texts, and biographical data. This feature helps agents personalize their outreach and keep track of all interactions with their clients
Pricing
LionDesk starts at $25 per month.
Free Trial
Yes, 30 days
Best For
Affordable option with robust communication tools
Key Features
- Bulk Email and Texting – Send bulk emails and texts to your entire database, facilitating efficient communication with leads and clients.
- Video Email and Text – Enhance engagement by sending video emails and texts directly through the platform, making interactions more personal.
- Lead Integration – Integrate with various lead sources to automatically import leads into the CRM, ensuring no potential client is missed.
- AI-Powered Lead Follow-Up – Utilize an AI assistant to qualify leads, respond to inquiries, and save time on routine tasks.
[Read also: Best Real Estate ERP Software Solutions On The Market in 2024]
IXACT Contact
IXACT Contact is a proptech CRM that offers a comprehensive suite of tools designed to streamline client management, enhance marketing efforts, and improve overall productivity for agents and teams.
Its user-friendly interface and feature-rich platform make it a popular choice among real estate professionals.
Key features of IXACT Contact include contact management, automated marketing, and lead generation. The CRM allows agents to maintain detailed contact profiles and automate follow-ups, ensuring that they stay connected with their leads and clients.
Overall, IXACT Contact is a robust and intuitive CRM solution that helps real estate professionals manage their contacts, automate marketing efforts, and generate leads, making it a valuable tool for boosting real estate business growth.
Pricing
IXACT Contact starts at $38 per month.
Free Trial
Yes, 35 days
Best For
Integrated marketing and contact management
Key Features
- Contact Management – Maintain detailed profiles for each contact, including their preferences and transaction history, to provide personalized service.
- Automated Marketing – Utilize tools for email marketing, direct mail, and drip campaigns to maintain consistent communication with clients and leads.
- Lead Management – Track and manage leads from initial contact through conversion, ensuring that no opportunity is overlooked.
- Customizable Agent Websites – Create and manage personalized agent websites optimized for lead generation, with integrated SEO features and lead capture forms.
Property Base
Propertybase is a cloud-based CRM platform tailored for real estate professionals and real estate tech companies, offering a comprehensive suite of tools to manage transactions, enhance client engagement, and streamline back-office activities.
Key features of Propertybase include dedicated property pages that allow for detailed and visually appealing listings.
These pages can showcase high-resolution images, virtual tours, and comprehensive property details, enhancing the online presence of listings and improving the buyer’s experience.
Propertybase supports robust email marketing capabilities, enabling the design and dispatch of visually appealing newsletters and property announcements.
The built-in analytics tools provide insights into campaign performance, helping agents refine their marketing strategies.
Pricing
Propertybase starts at $79 per month.
Free Trial
Yes, 14 days
Best For
Comprehensive property and transaction management
Key Features
- Property and Transaction Management – Maintain a comprehensive database of property listings and manage tasks associated with each transaction, ensuring all details are covered.
- Integrated CRM and Marketing – Combine CRM capabilities with robust marketing tools to manage leads and automate communication effectively.
- Customizable Workflows – Create and manage custom workflows and checklists to streamline operations and enhance productivity.
Sierra Interactive
Sierra Interactive is a industry-leading CRM that provides a comprehensive suite of tools designed to help agents manage leads, automate marketing efforts, and enhance client engagement.
This platform is known for its strong integration capabilities and advanced automation features.
Key features of Sierra Interactive include an integrated dialer and SMS marketing system, which allow agents to efficiently communicate with leads through calls and text messages.
The platform supports bulk texting, automated texting based on triggers, and personalized text campaigns, which are essential for maintaining consistent contact with potential clients.
Sierra Interactive also excels in lead management, offering detailed lead activity tracking and customizable routing rules.
Pricing
Sierra Interactive starts at $399 per month.
Free Trial
No
Best For
Advanced lead management and marketing
Key Features
- Advanced Lead Management – Track and manage leads with detailed activity tracking and customizable routing rules to prioritize and follow up effectively.
- IDX Websites – Provide customizable IDX-enabled websites with integrated lead capture forms and SEO optimization to generate and manage leads.
- Automated Marketing – Use automated email and text campaigns to maintain consistent communication with leads and clients, enhancing engagement and conversion rates.
- Mobile Accessibility – Access CRM features on mobile devices, allowing agents to manage leads, track communications, and stay productive on the go.
HubSpot
HubSpot CRM is a versatile platform designed to support real estate professionals with a range of tools for managing contacts, marketing, and sales processes. Its user-friendly interface and extensive feature set make it a popular choice for many businesses.
One of the key strengths of HubSpot is its robust contact management system, which allows for detailed record-keeping and activity tracking. This feature helps real estate agents keep comprehensive logs of client interactions and stay organized.
HubSpot’s workflow automation capabilities streamline sales and marketing tasks through event-triggered actions, enhancing efficiency and ensuring timely follow-ups with leads. The platform also includes integrated project management tools, which help agents track tasks and deadlines effectively.
Additionally, HubSpot supports over 250 app integrations, making it easy to connect with other tools and services used in real estate operations.
Pricing
HubSpot offers a free tier and paid plans start at $50 per month.
Free Trial
Yes, 14 days
Best For
Scalable CRM with robust marketing tools
Key Features
- Contact Management – Maintain detailed contact records, track interactions, and manage client relationships with a comprehensive contact management system.
- Email Marketing – Create, automate, and track email campaigns to engage leads and nurture relationships effectively.
- Lead Management – Track and prioritize leads through every stage of the sales funnel, ensuring timely follow-ups and maximizing conversion rates.
- Marketing Automation – Automate repetitive marketing tasks such as email sequences, social media posts, and workflows to save time and increase efficiency.
- Sales Pipeline Management – Visualize and manage your sales pipeline with customizable stages, helping you track progress and forecast sales accurately.
[Read also: Top 8 HOA Management Software Solutions: A Comprehensive 2024 Guide]
Realvolve
Realvolve is a comprehensive CRM designed specifically for real estate professionals, offering a cloud-based platform that integrates various tools to streamline operations and boost productivity.
Its standout feature is the robust workflow automation, which helps automate repetitive tasks such as email marketing campaigns and booking follow-ups, saving both time and resources.
The platform supports conditional workflows, allowing for sophisticated task automation tailored to the needs of the team or individual agent.
Realvolve supports over 4000 third-party integrations via Zapier, making it highly adaptable to various other software tools that real estate professionals might be using. The platform also features a built-in calendar for tracking important events like closings and follow-ups, and integrates seamlessly with tools like Google Calendar and Evernote.
Pricing
Realvolve starts at $49 per month.
Free Trial
Yes, 14 days
Best For
Workflow automation and customization
Key Features
- Workflow Automation – Automate tasks and processes with customizable workflows to streamline operations and increase productivity.
- Contact Management – Keep detailed records of contacts, including communication history and transaction details, to provide personalized service.
- Email and Text Campaigns – Create and automate email and text message campaigns to maintain consistent communication with leads and clients.
- Customizable Reporting – Generate detailed reports and analytics to track performance, identify trends, and make data-driven decisions.
Top Producer
Top Producer is a powerful real estate CRM tailored specifically for real estate professionals.
It offers a range of features designed to streamline lead management, automate communications, and improve transaction tracking. Known for its user-friendly interface and robust functionality, Top Producer helps agents and brokers stay organized and efficient.
Top Producer excels in lead nurturing and management.
It provides a vast library of email and text templates designed to keep prospects engaged and convert leads into sales. The system supports automated follow-ups, which significantly reduce the workload for agents and improve the chances of successful conversions.
The CRM integrates seamlessly with the MLS, providing real-time property updates and detailed insights into properties that clients have shown interest in. This integration helps agents stay informed and deliver timely information to their clients, enhancing the overall client experience.
Pricing
Top Producer starts at $129 per month.
Free Trial
Yes, 30 days
Best For
Lead nurturing and transaction management
Key Features
- Lead Nurturing – Utilize a library of email and text templates to keep leads engaged and nurture them through the sales process.
- Transaction Management – Track the progress of deals with a visual timeline, manage tasks, and ensure all transaction details are covered.
- MLS Integration – Integrate with the MLS to provide real-time property updates and detailed insights into properties and client preferences.
Market Leader
Market Leader is a comprehensive CRM solution designed specifically for real estate professionals, offering tools for lead generation, marketing automation, and website management.
It provides an all-in-one platform that integrates various functionalities to help agents and teams streamline their operations and enhance productivity.
Market Leader stands out with its robust lead generation capabilities.
It offers several lead packages, such as HouseValues, Leads Direct, and Network Boost, which generate exclusive leads for agents through PPC campaigns and social media ads. This ensures a steady flow of motivated leads, tailored to the agent’s specific market area.
Market Leader also offers a mobile app that ensures agents can manage leads and communications on the go.
Pricing
Market Leader starts at $139 per month.
Free Trial
No
Best For
Lead generation and marketing automation
Key Features
- Lead Generation – Generate exclusive leads through PPC campaigns and social media ads, ensuring a steady flow of motivated prospects.
- Marketing Automation – Automate email and direct mail campaigns with customizable templates for various occasions, maintaining consistent communication with leads and clients.
- IDX-Enabled Websites – Provide customizable IDX-enabled websites with integrated lead capture forms, helping to convert website visitors into leads.
[Read also: What is a Building Management System and Why You Need One?]
Lofty
Lofty, formerly known as Chime, is a sophisticated CRM designed specifically for real estate professionals.
It provides a range of tools aimed at enhancing productivity, automating processes, and improving client management. The platform’s user-friendly interface and robust features make it a valuable asset for real estate agents and brokerages.
One of Lofty’s standout features is its automated phone dialer, which significantly streamlines the process of making calls.
The platform also offers customizable IDX-enabled websites that are both aesthetically pleasing and highly functional.
These websites come with nationwide MLS feeds, mortgage calculators, and home evaluation tools, all designed to engage leads effectively.
Pricing
Lofty starts at $449 per month.
Free Trial
No
Best For
Automation and large teams
Key Features
- Automated Phone Dialer – Automate the process of making calls with smart call lists and actionable insights, ensuring efficient client interactions and follow-ups.
- AI Assistant – Utilize an AI assistant to handle inquiries, set appointments, and send notifications, enhancing operational efficiency and client engagement.
- Customizable Websites – Create IDX-enabled, SEO-focused websites with a user-friendly drag-and-drop interface, offering tools like mortgage calculators and home evaluations.
- Social Media Automation – Automate social media marketing by posting listings and updates across integrated social channels, keeping your online presence active and engaging.
None of the options above are suited to your business?
Don’t worry!
We can build a custom system tailored specifically to your needs!
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