14 of the Best Real Estate Contact Management Software Solutions
By Matthew Bushery
About Agent Basics
Purchasing fully functional real estate customer relationship management software (CRM) allows you to automate numerous real estate marketing and sales tasks with ease. Storing lead information, automating communications, and, in turn, identifying qualified real estate leads can all be accomplished with a comprehensive real estate CRM. But for agents with more modest needs, or those just starting out in the industry, real estate contact management software can perform the basic tasks of keeping you organized.
A real estate contact management solution that helps you add new names to your address book, organize them into segments, clean up your email marketing lists, and makes it easy to add notes is crucial to moving qualified leads through the sales funnel. Here are 15 of the top real estate contact management systems that make it simple to assemble and categorize your real estate leads database — some that are simple mobile apps that make it easy to secure contacts’ information, others that provide robust real estate lead management capabilities (or are even technically considered full CRM software).
Meeting prospective clients, hosting open houses, showing listings, and attending industry conferences are just some of the reasons agents spend a great deal of time traveling. It’s inevitable you’ll meet new contacts during your time out and about, so having an app like Sync.me can be a lifesaver for quickly securing contacts’ personal details.
Download the app and you can auto-sync people’s social media accounts, business information (company and job title), birthdays, and other tidbits into a contact card called a ME Card. For instance, if you have listing photos you want to share with a new lead, you can do so in seconds via Sync.me. Tasks like this can be accomplished via the tool’s Widgets function, which makes communicating with contacts as simple as a tap of the phone.
More Info on Sync.me:
Storing all of your real estate contacts in your email account is great, but have you ever wondered if you have duplicate contacts thanks to multiple email addresses? Instead of sorting through each contact manually to figure out who’s who and what can be deleted, try using real estate lead management software like FullContact.
Connect your address books (and even your social media accounts) to the platform and FullContact does the rest: identifying dated or duplicate contact addresses, deleting them, and updating the main contact profiles with the right information. The bonus to importing your social media connections is that FullContact will find photos via Facebook, Twitter, and other accounts to attach to real estate leads in your database, saving you the trouble of tracking down headshots to store with your contacts.
More Info on FullContact:
Think of Zoho’s Contact Manager as CRM-lite — it has many of the same features the best real estate CRM software solutions offer, like the ability to set up email marketing campaigns and track deals or lead activity. This particular platform, though, has a more straightforward interface that makes it an ideal choice for real estate agents who want an introductory lesson to lead management software.
The platform’s scheduling features ensure you stay on top of ongoing and prospective deals, while its tagging system makes it easy to move around contacts and tasks into different categories. Contact Manager also allows for social media messaging with contacts and clients, as it integrates with Facebook and Twitter — the perfect way to nurture leads who need a lighter touch than those you email and call.
More Info on Contact Manager:
Email and mobile reminders that tell you when to catch up with inactive real estate leads can save you from losing out on business. The amount of time wasted manually setting these reminders can be a hassle, though. With Cloze, agents don’t have to worry about forgetting to reach out to certain contacts at certain time intervals.
The platform knows when you need to email or call prospective clients, thanks to its special algorithm which tracks lengths of time in between lead outreach based on lead designation. In other words, Cloze knows who you regularly speak with (and should be speaking with) and uses a score to rank your contacts based on their importance to you. All of your contacts’ online information, including email address and social media accounts and activity, are displayed in the Cloze dashboard, and every documented interaction you’ve had with those contacts via email, phone, and social media is merged into the app.
More Info on Cloze:
As with a CRM for real estate, many agents prefer to share contact management with agency colleagues. With Streak, a Google Chrome extension that integrates and grades contacts via Gmail, you can view business won and quality leads that need to be nurtured. Moreover, Streak makes it easy to see when and where your real estate leads and clients open email you send their way, which can give you a clear idea of who’s closer to buying or hiring and, thus, worth spending your time prospecting.
More Info on Streak:
A common theme among these real estate contact management solutions is seamless integration of contacts from multiple email clients and social media channels. With Brewster, though, it’s all about accuracy. The software’s founder, Steve Greenwood, boasts the platform’s algorithm correctly merges multiple contacts for the same person 98 percent of the time.
For those times when contacts can’t fully integrate, the service lets you know when there are holes (contact details) that need filling, making it easier to finalize lead and client profiles. Along with the ability to sync with (increasingly) popular apps like WhatsApp and Snapchat — along with the usual suspects in social media — Brewster has set itself apart from the competition.
More Info on Brewster:
If you’re like many other agents, you don’t store all of your contacts in email or even your real estate CRM. Countless agents keep contacts organized in Excel or Google spreadsheets. If that’s the case, Act! Cloud can help you migrate those connections into its platform, supply you with a complete view of your leads and clients, and make it easy to develop (or further) relationships with them with its task system. The platform alerts you to who you should call or email next, helps you develop emails to send leads (thanks to the various email templates it offers), and scores each lead accordingly.
Consistently moving real estate leads down the sales funnel is the primary function Act! wants its users to get out of its service, and its features certainly can help you achieve that goal.
More Info on Act! Cloud:
Geared at social butterflies more than professionals constantly on the go, Contacts+ still offers an array of features real estate agents would find useful — especially those who spend their time constantly heading back and forth from the office, home, and meetings with clients and leads. It includes an easy-to-use interface, connections to all of the main social channels, and the ability to quickly store information and message contacts.
No muss, no fuss, and a simple, beautiful layout — that’s what you get when downloading Contacts+. It may not have as many features as other systems listed, but it has the basic elements of contact management software nailed.
More Info on Contacts+:
By recognizing contacts’ personal details listed in their email signatures, Evercontact saves that information and syncs it with existing data on those contacts. Everyone from new contacts entered into your Gmail account to ones from several years ago, the solution tracks down all pertinent details for your contacts and puts them into a single profile. The company also offers a Chrome extension that helps you grab contact details from just about any webpage, saving you the hassle of tracking down those details and adding in email contacts manually.
Integration with top real estate CRM software like Salesforce and Highrise and business management software like ConnectWise means Evercontact is an ideal solution for brokerages who succeed when they can nurture contacts as a team. Evercontact even offers services aimed specifically at the real estate crowd, as it collects lead information from those who check out your listings on various real estate portals and who contact you via email.
More Info on Evercontact:
Scrubly has a narrow, niche contact management feature, but one that’s essential for agents and brokers who have hundreds (or even thousands) of contacts that need some attention. The platform’s focus is to repair all errors, large and small, associated with the contacts in your address book and email contacts folders. Everything from eradicating duplicate connections on your computer and in your email accounts to fixing formatting issues with contacts’ phone numbers and other personal details, Scrubly ensures your contact profiles look spick and span.
One of the notable features of Scrubly is, if at any point during your contact cleanup you decide you want to revert a contact’s status to its old format, you can easily modify it to its previous state. And with all of your work stored in the cloud, Scrubly safeguards the entire real estate contact management process. In other words, there’s no need to worry about losing contact details.
More Info on Scrubly:
Built specifically for users of iOS devices (sorry, Android crowd), BusyContacts syncs with calendars on iPhones, iPads, and Macs, as well as your social media presence. The structure allows you to see every digital location where you store real estate leads’ and clients’ information or are connected with them. View contacts in simple single- or multi-column lists, create tags to assign different contact types, keep tabs on future and past events for each contact, and perform a variety of other contact organization activities on the unembellished but streamlined interface.
More Info on BusyContacts:
Learning the innumerable iPhone tips and tricks that can make using the device easier can be time-consuming. The contact management app Connect, however, understands this concern among iPhone enthusiasts — particularly professionals who need to easily organize their contacts. Simple swipes to the right and left in Connect allow you to make calls, begin emails, and add and remove connections, among other things. The solution prevents headaches from the menial tasks you undertake daily, but the app is still comprehensive enough that you can store all of the important tidbits about your contacts and classify them by group (family, friends, colleagues, leads, clients, etc.) accordingly.
More Info on Connect:
Teamwork (often) makes the dream work, but for agents working in tandem on lead generation and nurturing, having the right software is vital for team success. Enter solutions like Highrise, a premier tool for tracking conversations with contacts, setting up real estate lead tasks, and creating reminders for lead generation and nurturing activities. Share address books, emails, documents, and other pertinent information related to your contacts with other agents using Highrise’s convenient features.
If you use email marketing automation software MailChimp, you’re also in luck. Highrise syncs with the solution, meaning you can implement a contact card one minute and add that contact to your email campaign the next, ensuring they don’t get lost in the midst of your multitude of contacts.
More Info on Highrise:
Referring to itself more as a “contact insight” solution than one strictly for contact management purposes, Nimble is a pseudo real estate CRM software that’s gained recognition by the real estate community. The service integrates with other popular software (like Evernote, Constant Contact, and Hootsuite), allows for contact report creation, provides social selling signals (so you know when contact outreach is needed for certain connections), and monitors every facet of your history with contacts.
Tracking communications with contacts and mentions by them in social media can all be found in your Nimble dashboard as well. The dashboard even features something called a Today Page: your daily to-do list that features engagement opportunities and important tasks to take care of, meaning you can forget about … well … forgetting to conduct essential real estate contact management activities.
More Info on Nimble:
Know another great real estate contact management tool? Think you use the best CRM for real estate? Share your favorite lead management tools below!
Published on March 3, 2015
Written by Matthew Bushery
I'm the Sr. Content Creator for Placester, where I educate real estate professionals about modern marketing and, in turn, help agents and brokers make the most of their online presence, earn more traffic, and generate more leads and business.