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Real Estate CRM Software
Real Estate CRM software helps realty companies manage their leads, automate their sales force and email marketing, move prospects through the sales process.
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Zoho CRM is an omnichannel, online software for real estate agencies to manage business processes, sales & marketing.
Learn more about Zoho CRM
Zoho CRM enables real estate agents, developers, and brokerage firms to take control of their business processes. This omnichannel, cloud-based software solution is a centralized platform for sales process management, property management, and automation, and seamlessly integrates with 500+ third-party apps. Zoho CRM is mobile-friendly and allows users to access data and communicate with teams in real-time.
Learn more about Zoho CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn in by our CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful.
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.
Learn more about monday CRM
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.
Learn more about monday CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.
Learn more about Bigin by Zoho CRM
Bigin comes with a ready-made template just for real estate making it easy for you to focus more on sales.
With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove!
Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease.
Learn more about Bigin by Zoho CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Learn more about Salesforce Sales Cloud
Sales Cloud 360 is a customizable CRM platform that grows with your team. Empower agents to provide faster response times through instant messaging and personalized auto responses. Help them maintain relationships with reminders and nonintrusive client emails. Get real-time customer information and activity in one place, plus insights with dashboards and reports. Connect to thousands of business apps to extend your CRM to every department.
Learn more about Salesforce Sales Cloud
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations
Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns
Learn more about Mailchimp
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today.
Learn more about HubSpot CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Across every industry, leading enterprises trust Airtable to power workflows in product management, marketing operations, project & portfolio management, and more – all with the power of AI built-in. Central IT leaders deploy Airtable as a citizen development platform that empowers business users to build their own AI-powered applications.
That’s why more than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable for collaborative work management and citizen development to help transform how work gets done. The result? Faster innovation, happier customers, enterprise governance, and a modern work experience for teams and departments.
Get the free edition today at airtable.com
Learn more about Airtable
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Learn more about Nimble
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Intercom is the complete AI-first customer service platform, improving experiences for customers, support agents, and managers
Intercom is the only complete AI-first customer service platform, enhancing the customer experience, improving operational efficiency, and scaling with your business every step of the way. Our AI-first platform is built on a single AI system, with three major components that will allow you to deliver the remarkable customer service you’ve spent decades striving for.
AI Agent: Customers no longer wait or get deflected. AI Chatbot provides instant accurate, responses, 24/7 to most questions. Only complex interactions transition to tickets.
AI Copilot: Agents no longer manually, slowly look things up. AI Copilot is ever-present, connected to all data and systems, and provides information in real time. Instant ramp time for new agents, and agents needing to know new things.
AI Analyst (Coming soon): Leaders no longer manually compile reports without full coverage. AI Insights proactively provides a holistic view across 100% of conversations, with clear suggested areas of improvement.
Learn more about Intercom
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.
Learn more about EngageBay CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Save time and reduce costs with innovations that reimagine your customer relationships.
Built on the world’s #1 CRM platform, Communications Cloud enables B2C, B2B, and wholesale communications service providers (CSPs) to move to a catalog-driven digital BSS. With purpose-built industry functionality and all the capabilities of Sales Cloud and Service Cloud, service providers of all sizes can quickly adapt to changing customer expectations, drive faster time to value, and unify every part of the organisation — from marketing to retail channels to customer care and operations.
Learn more about Salesforce Service Cloud
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Learn more about Apptivo
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
The best CRM for real estate. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android.
It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently.
The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.
Learn more about eWay-CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
Learn more about Freshsales
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Small business software to manage leads, customer information, contact history and reminders, and emails.
Over ten thousand real estate agents, agencies, brokers and other small businesses use Less Annoying CRM to manage their contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service.
All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email.
Learn more about Less Annoying CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Copper is specifically built for Google Workspace, so you can easily manage and market new listings, drive traffic to open houses, and nurture repeat clients right from your inbox, especially while you're on the go! Copper automagically logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
Learn more about Copper
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Ranked #1 by 250K Agents, BoldTrail is a complete real estate platform built for MODERN BROKERAGES
BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive. BoldTrail is not only our new brand, but a new vehicle for Inside Real Estate to combine capabilities, including front office, back office, business intelligence and recruiting, to better serve you, the real estate professional.
Learn more about BoldTrail
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.
Learn more about Wise Agent
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Thryv is an all-in-one small business management software that helps you stay organised and get more out of your business.
Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organised with Thryv.
Learn more about Thryv
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Five9 is a leading provider of cloud contact center software, empowering agents, enhancing CX, and exceeding expectations.
Five9 is an industry-leading provider of cloud contact center solutions for more than 2,500 customers worldwide, facilitating billions of customer engagements annually. The Five9 Intelligent CX Platform provides end-to-end solutions with digital engagement, analytics, WEM, and AI to enable businesses to deliver joyful CX, increase agent productivity and deliver tangible business results.
Learn more about Five9
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
ResMan is your top choice in multifamily real estate. Tailored, seamless solutions with open architecture simplify property management.
ResMan is the top choice in multifamily and affordable housing real estate. Our platform delivers tailored, seamless solutions for your specific needs. With open, scalable architecture and comprehensive features, ResMan simplifies property management. Benefit from dedicated support, easy implementation, and a user-friendly interface that boosts efficiency. Elevate your property management with ResMan, where innovation meets practicality for success in the competitive real estate landscape.
Learn more about ResMan
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Easy to use CRM with optional marketing that helps you work smarter by managing and tracking your leads, customers and engagement.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
Learn more about Spotler CRM
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Rent Manager property management software is for companies with over 100+ units that manage all varieties of properties.
Rent Manager is award-winning property management software designed for 100 units or more and created for residential, commercial, and short-term-stay portfolios. The program’s fully customizable features include a double-entry accounting system, maintenance management/scheduling, marketing integration, mobile applications, more than 450 insightful reports, and an API that integrates with the best PropTech providers in the market.
Learn more about Rent Manager
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
TenantCloud is a free cloud service with personal portals for Landlords, Tenants, Team Members, Owners, Vendors, and Service Providers.
TenantCloud is a rental property accounting and management software that provides Landlords, Tenants and ServicePros with personal portals to manage online rent collection, communication, maintenance requests and more.
As a multitasking system, TenantCloud includes rental accounting, advertising and invoicing capabilities in addition to tenant screening and application status tracking functionality.
Learn more about TenantCloud
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Features
- Lead Capture
- Referral Tracking
- Email Marketing
- Workflow Management
- Segmentation
- Client/Property Matching
- Lead Nurturing
- Reporting/Analytics
- Contact Database
- Campaign Management
- Document Management
Real Estate CRM Software Buyers Guide
Table of Contents
What is real estate CRM software?
Real estate customer relationship management (CRM) software provides specialized customer relationship tools to realty companies of all sizes. Agents and agency managers can manage leads and contacts through all phases of the sales cycle. Agents and property managers can access application tools via mobile devices. Sales teams can automate the distribution of marketing materials and sales forecasts.
The benefits of real estate CRM software
- Contact and lead management: In addition to the standard contact fields common in most CRM apps, real estate CRM software also stores and compares information specific to the real estate market such as client budgets and preferred target neighborhoods. Dashboard and calendar functions remind agents when to reconnect with leads and clients so that valuable opportunities are never lost.
- Targeted listings: By keeping up-to-date information on potential clients, agents can automatically match new listings with client preferences. In doing so, the information you provide clients will better reflect their needs. Real-time listings and marketing materials can automatically be distributed to potential clients via email and other messaging platforms.
- Agency pipeline management: In addition to managing contact information for new sales opportunities, real estate CRM system allows agency managers to calculate closure success rates and timelines for past listings. This in turn provides an accurate tool for agencies to forecast projected sales based on deals currently in the pipeline.
Typical features of real estate CRM software
- Contact management: Enables users to store and search contact information by fields such as name, address, and telephone number. The software also stores market information for contacts such as housing budget and current mortgage information.
- Lead management: Tracks and manages sales leads through the entire sales process. Allows you to create reminders for when to contact potential clients at later dates.
- Dashboard: Provides an "at-a-glance" interface for monitoring the status of tracked sales opportunities. Gives sales managers a tool to monitor sales agent activity.
- Email marketing: Uses the contact database to generate commercial messages to specific target markets using email or other messaging platforms.
- Customer segmentation: Uses contact information across the entire database to identify market segments based on criteria such as income and location.
The real estate CRM software directory lets you filter by feature(s) to view only options that meet your business needs, which can help you narrow your software shortlist.
Considerations when purchasing real estate CRM software
- Market-specific vs. general CRM: Many CRM offerings are not designed for a specific vertical market. Although they provide customization via powerful configuration tools, smaller agencies may not have the IT staff or support to take advantage of this breadth of features. On the other hand, real estate CRM system packages are specifically designed for agencies for all sizes, but may lack the customization features of broader-scale CRM or project collaboration products.
- CRM vs. ERP: Many enterprise resource planning (ERP) packages offer CRM as a component of a more comprehensive enterprise solution. If you are looking for a solution that will integrate with other business functions - for example, accounting, human resources, and asset management - then a broader ERP solution may be a consideration.
- Platform dependency: Considering that many real estate sales are conducted in the field, it's important to understand the features and limitations of a real estate CRM's mobile component. Although most products available in today's market provide apps that work across all major mobile platforms (iOS, Android, and mobile web browsers), there may be functionality limitations for mobile versions.
Relevant real estate CRM software trends
- Real estate CRM software will increasingly depend on artificial intelligence (AI) and machine learning to forecast trends in real estate markets: You don't have to own real estate to be aware of (and affected by) the cyclical nature of real estate markets. The ability to forecast the timing of these cycles can make all the difference for investors. Many current real estate CRM system offerings uses sales cycle data to forecast an agency's projected income. Considering that 68% of small businesses will adopt AI in some respect over the next one to two years , it's likely that we will see real estate CRM programs that intelligently augment forecasts with real-time market data.
- The use of virtual reality (VR) in real estate will change the role of real estate agents: It is projected that the use of VR will contribute an additional $2.6 billion in revenue to the real estate market through 2025. Currently, many real estate websites only show listing photos and information when the potential client provides contact information. This data is then stored in a real estate CRM system and the lead is passed on to an agent to schedule a showing. However, being that showings will be increasingly conducted via VR, collecting contact information in a real estate CRM will become even more crucial for tracking potential clients.
