Real Estate Marketing Academy

CRM Software: 12 Perfect Options for Real Estate Agents

By Matthew Bushery

About

CRM customer relationship management software real estate agents With the leads and contacts you obtain from your real estate marketing efforts, you need a reliable, reputable customer relationship management (CRM) system to store them. But these days, CRM systems are more than just databases to hold names, email addresses, and phone numbers. Modern CRM software systems afford agents many unique benefits:

    • They’re intuitive. It’s 2014, and the software you use should be quick, effective, and easily navigable. If it takes you more than 20 minutes to understand how to effectively use a CRM, it’s outdated.
    • They exist in the cloud. File-storing and file-sharing have become a cinch thanks to cloud computing. The best CRM solutions allow you to store files, like listing photos and sales documents, online and drop and grab them with ease.
    • They’re widely accessible. The latest and greatest CRM tools have apps for iPhones, iPads, Androids, and other popular mobile devices, making it simple to work on the go.
    • They’re customizable. Professionals today don’t want a CRM solution that’s one-size-fits-all. They require software that can be altered to their specific marketing and sales needs. Many modern CRM systems offer just that.
    • They automate real estate marketing and sales tasks. No longer are the days of manually sending out emails and publishing other marketing collateral. The top CRM software offers professionals the chance to schedule their tasks ahead of time, and communicate with contacts automatically.
    • They allow for real-time tracking. Want to check the open rate for emails sent to leads? Curious which contacts filled out a form on your real estate website? You can identify this data using today’s CRM solutions.

There are numerous other conveniences CRM databases provide real estate agents. Each solution is a bit different than the next, so assess your own CRM needs and compare them to what the market has to offer.

To get a glimpse of the best options for agents, we’ve compiled an alphabetical list of the best real estate CRM software systems available. (Remember: There are lots of options on the market that aren’t real estatespecific, so do your due diligence, ask around for recommendations, and determine which works best for your real estate marketing and sales needs.)

(UPDATE FOR 2016-17: One new option to consider for your real estate CRM needs has been added — and it’s one we think you’ll find useful.)

Placester

What It Offers Real Estate Pros

  • Agents can use Leads to organize and score home buyer and seller leads, make notes and reminders for those prospects in their lead profiles, and set up drip email marketing campaigns to nurture them.
  • Meanwhile, brokers can use Leads to assign specific leads to specific agents, integrate leads from other real estate portals and lead management solutions, and view lead reports regarding where new prospects come from.

What Users/Experts Have to Say

  • “I’ve signed up for the CRM package and I’m also using the auto-drip email campaign system which helps me keep in touch with my clients on a regular basis. Placester’s back end really helps people like me organize my clients … and remain in communication with them when I’m not on the phone with them. It’s a wonderful tool.” (via Windermere Real Estate Leaskou Partners Realtor John R. White)

How Much this CRM Tool Costs

  • Various real estate marketing plans featuring Leads are offered for agents and brokers. Contact Placester to learn more about pricing.

Contactually

What It Offers Real Estate Pros

  • Syncs with iOS devices, Android, Gmail, Outlook, and Salesforce
  • Dashboard shows daily reminders, actions, notifications, and various contact info
  • Offers email templates and ScaleMail tool for lead follow-up
  • In-browser tool allows for content curation and sharing with contacts
  • Content Libraries offers relationship-building tools like custom email templates

What Users/Experts Have to Say

  • “Have used MANY CRM’s over the years and this is one of the easiest to set up and consistently use. I have used Contactually since soon after it launched. I have found it to be one of the most user-friendly systems I’ve used in over a decade. It is very ‘plug and play’ with a low barrier to hitting the ground running. The buckets are a terrific way of effectively segmenting your database and tags are a great method to further group by project.” (via BestVendor)

How Much this CRM Tool Costs

  • Basic: $29 per seat per month (annual plan); $35 per seat per month (monthly plan)
  • Professional: $49 per seat per month (annual plan); $59 per seat per month (monthly plan)
  • Enterprise: $99 per seat per month (annual plan); $125 per seat per month (monthly plan)

Follow Up Boss

What It Offers Real Estate Pros

  • Syncs with iOS devices, Android, Gmail, and Outlook
  • Automatically imports leads from other online sources, including IDX real estate websites
  • MailChimp email drip campaigns start and stop automatically based on preferences
  • Ability to track other online marketing efforts, including social media
  • Smart lists allow separate hot leads from cold ones

What Users/Experts Have to Say

  • “If you’re spending a good portion of your marketing budget on online lead generation, but don’t have a good way to track what’s working, Follow Up Boss could be a great solution for you. Because Follow Up Boss shows you at a glance which lead sources are performing, as well as how your agents are performing by lead source, it’s an intuitive way to manage and refine your marketing spend to make it more effective.” (via eight11)

How Much this CRM Tool Costs

  • $103/month for up to 3 agents
  • $159/month for up to 5 agents
  • $239/month for up to 10 agents
  • $399/month for up to 25 agents

Insightly

What It Offers Real Estate Pros

  • Syncs with iOS devices, Google Nexus, Amazon Kindle HD, Android, and MailChimp
  • Project management tool helps with email campaigns, reminders, and other tasks
  • Social CRM identifies leads’ social media accounts after email address is integrated
  • Offers end-user training to provide tips and tricks to users
  • Easy file-adding and file-sharing capabilities

What Users/Experts Have to Say

  • “Insightly is appropriately named. It not only gives you a CRM platform, but it also provides detailed insight into contacts, customers, companies and your business processes. Aside from occasional slow performance, Insightly is an excellent CRM platform for smaller businesses and a 4.5 out 5 star Editors’ Choice for CRM.” (via PCMag)

How Much this CRM Tool Costs

  • Free for up to 3 users for Gratis plan (allows up to 2,500 contacts to be stored)
  • $7/month per user for unlimited users for Standard plan (allows up to 100,000 contacts to be stored)
  • Undisclosed price for Enterprise plan (allows unlimited number of contacts to be stored)

IXACT Contact

What It Offers Real Estate Pros

  • Ability to view all contacts at-a-glance on the dashboard
  • Automated email campaign and tracking capabilities
  • Offers listing and closing activity plan feature for client-related tasks
  • Business directory tool allows agents to keep in touch with vendors and other professionals
  • Automatic lead capture syncs leads from other sources into IXACT database

What Users/Experts Have to Say

  • “This service can be really basic or you can drill down and personalize your contacts through the groups you create. I think this is very easy to use and they have videos to support all aspects of the site. I think it is perfect for people who are not super techno savvy.” (via ActiveRain)

How Much this CRM Tool Costs

  • $34.95/month or $377.46/year

PlanPlus Online

What It Offers Real Estate Pros

  • Proprietary email drip and marketing campaign capabilities
  • ‘Weekly Planning’ and ‘Quick Priorities Wizard’ tools for task creation and tracking
  • Lead boomerang and contact management features for segmenting
  • Support and tutorial videos that explain certain CRM concepts
  • Free email support

What Users/Experts Have to Say

  • “I was using spreadsheets and Outlook to track all of my real estate deals. The PlanPlus team was able to help me get a central location to track all of my contacts and opportunities and get much more organized. I also have a central file repository for all of my contracts. I definitely will recommend using this tool to other real estate agents!” (via Software Advice)

How Much this CRM Tool Costs

  • $35/month or $349/year for 14 users
  • Starting at $199/month for 5 users

Propertybase

What It Offers Real Estate Pros

  • Ability to create custom dashboards and reports and set up automatic contact notifications
  • Integrate inbound leads, including from your real estate website to your contact database
  • Syncs with other business software, including HubSpot, MailChimp, and Dropbox
  • Important documents, photos, and other files can be uploaded and shared with ease
  • Offers several add-ons to aid financial, communication, collaboration, and administration tasks

What Users/Experts Have to Say

  • “Since it’s built on the Salesforce.com system all of the same features and plugins/apps are available but they have customized it to be real estate specific and they have done this very well at reasonable prices. Not only can you manage your leads with their system but integrations with social media and the customization to handle any lead sources you may have to your brokerage are significant additions. Add on the ability to manage transactions and even go completely paperless with docusign integrations and more. This CRM really is a top solution.” (via REAL Trends)

How Much this CRM Tool Costs

  • $59/month per user (minimum 4 users) for Company Edition
  • $89/month per user (minimum 10 users) for Enterprise Edition

Realvolve

What It Offers Real Estate Pros

  • More simplified, bare bones CRM option compared to other popular products
  • Workflow Program can create simple or complex workflows for agents and brokers
  • Ability to attach documents and files to specific contacts
  • Integrates easily with major social media accounts and Evernote
  • Can monitor social media posts, contacts, properties, calendar, and activities from dashboard

What Users/Experts Have to Say

  • “In much the same way you interact with a client in person, Realvolve enables you to capture the essence of your relationship with a client. It’s as much about hard facts as it is personal details, with a large dose of enabling you to do exactly what you say you’ll do.” (via eight11)

How Much this CRM Tool Costs

  • $37/month per user (1-3 users) for Standard plan
  • $67/month per user (up to 5 users) for Professional plan
  • $97/month per user (up to 10 users) for Team plan
  • Undisclosed cost for Enterprise plan (unlimited users)

RealtyJuggler

What It Offers Real Estate Pros

  • Syncs with iOS devices, Android, Gmail, and Outlook
  • Ability to score leads with five real estate calculators
  • Can import leads from other service providers, including RealtyTrac
  • Offers email marketing and print mail/collateral services
  • Tools allow for easy tracking of leads, clients, open houses, promotions, and more

What Users/Experts Have to Say

  • “I have been slow to learn RealtyJuggler but the more I transition over to it the more I am impressed by them. They have a great tutorial system, Their tech support is always helpful & knowledgeable, AND it does so much you can pretty much run an entire company off of it. As a bonus, they are often making improvements based on feedback from their clients.” (via ActiveRain)

How Much this CRM Tool Costs

  • $99/year

Referral Maker

What It Offers Real Estate Pros

  • Daily and weekly goal monitoring, to-do lists, and more featured on dashboard
  • Ability to grade leads to track which contacts to focus on
  • Priority Action Center feature provides daily call list for most applicable leads
  • Easy-to-monitor sales and lead generation data charts
  • Integrates with Facebook and allows for social media buttons in email campaigns

What Users/Experts Have to Say

  • “Since I’m new to the industry, I find that Referral Maker keeps me accountable and is my reminder to stay in touch with the people in my database” (via Referral Maker’s testimonials page)

How Much this CRM Tool Costs

  • $49/month

REthink Real Estate CRM

What It Offers Real Estate Pros

  • Matching feature makes it easy to show buyers homes that interest them
  • Reporting tool allows for lead trend and sales analyses
  • Allows for listings emails, home offers to be imported, and the ability to schedule showings
  • Simple MLS integration and search feature
  • Agents can automate tasks related to listing, marketing, prospecting, and closing

What Users/Experts Have to Say

  • “REthink has a nice ‘comp’ feature where it shows other properties nearby when you are looking at a particular property but all the data comes from your own database. So, if you do not have much it will not show much. So… powerful idea but depends on you to give it power.” (via The Broker List)

How Much this CRM Tool Costs

  • $29/month per user for Lite plan
  • $49/month per user for Basic plan
  • $79/month per user for Premium plan

Top Producer

What It Offers Real Estate Pros

  • Syncs with other lead providers, including Zillow, Trulia, Boomtown, and Realtor.com
  • Works with iOS devices, Android, and Windows Mobile and offers Note Stream note-taking tool on mobile devices
  • Ability to instantly qualify leads and get coaching for lead management
  • Integrates with Gmail, Yahoo Mail, Outlook, Google Drive, and Dropbox
  • Social Media feature allows for easy monitoring of leads’ Facebook and Twitter activity

What Users/Experts Have to Say

  • “I researched several CRMs last year … and decided to go go back to Top Producer as it had features that I wanted (e.g., my business at a glance, ability to set reminders for tasks, easy Google syncing). Most recently they added the e-mail history feature that lets me easily track e-mails that I sent to e-mail addresses that I added to my contacts. It really helps keeping track of communication.” (via ActiveRain)

How Much this CRM Tool Costs

  • $39.95/month

Wise Agent

What It Offers Real Estate Pros

  • Time Management Toolbox helps agents keep productivity high
  • Hundreds of templates to choose from for email drip campaigns
  • Unlimited document storage offered
  • Can easily create print marketing collateral, like letters, newsletters, and postcards
  • Integrates with Zillow, Constant Contact, MailChimp, Evernote, and other major services

What Users/Experts Have to Say

  • “Very Flexible with easy to use interface. Great customer service (They actually answer the phone.) There is a discount for AR members. Integration with MailChimp and Constant Contact. The price is very reasonable. You can define and create your own groups for mailing list and such.” (via ActiveRain)

How Much this CRM Tool Costs

  • $24.95/month

 

Learn the benefits of all-in-one real estate CRM software in our exclusive Placester webinar.

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