REAL ESTATE CRM: Top Softwares, Agents & System

REAL ESTATE CRM software system for agents commercial

Clients looking for a home or office space in real estate have specific needs. Your real estate agents must not only be sensitive to and responsive to the demands of your clients but also constantly in tune with one another. Yet, internal data silos and disorganized data could arise if your realtors utilize five separate tools to perform their daily tasks and track data. As a result, the customer experience suffers and you are unable to make informed, profitable business choices. This article explains the usefulness of a real estate CRM software system and also lists out some of the commercial real estate CRM that will be useful for your real estate business.

What Is Real Estate CRM Software?

Customer relationship management (CRM) systems are widely used in many industries, and the real estate industry is no exception. The use of customer relationship management (CRM) systems by real estate agents is becoming increasingly vital to the smooth operation of their businesses. With features like email and text messaging, lead follow-up tools, and click-to-call capabilities, the best real estate CRM will be tailored to the needs of the business.

Although there aren’t any CRM solutions designed expressly for real estate agents, many of the ones available to businesses today can be modified to meet the demands of the industry. Yet, some customer relationship management systems (CRMs) incorporate technologies that increase the CRM’s efficiency for sales representatives.

#1. Salesmate for Realtors

Salesmate is an adaptable Customer Relationship Management (CRM) and Automation Platform for Customer Experience (CX) teams. The majority of the platform’s users are in the real estate industry, but it is used by many other sectors.

Salesmate’s integrations make it simple to bring leads from several places into a customer relationship management system. After leads are received, managing the sales process and pipeline becomes simple. Salesmate provides you with all the communication tools you need to make more sales. You may automate routine tasks, communications, follow-ups, and marketing initiatives using Salesmate.

#2. Zillow Premier Agent CRM

“Client insights you can’t see anyplace else” are something you’ll get with the Zillow Premier Agent CRM. Inside the CRM, you can view your clients’ Zillow search history, which can help you better assist them. If you’re constantly on the road but still need to respond to leads and manage your business, the free Zillow mobile app is for you.

Tasks, personal notes, and alarms are just a few of the time-saving tools it offers. If you use Zillow’s customer relationship management tool, you’ll be the only real estate agent potential buyers see while viewing your listing.

#3. HubSpot

HubSpot CRM is adaptable to the changing needs of your company and will streamline your operations as they expand. It is equipped with tools like contact management, email templates, and appointment setting to improve your sales efficiency.

Among the things it offers are pre-made email templates, call-tracking apps, automated sales processes, and pipeline monitoring software. The CRM may be integrated with your business’s other apps and resources through  App Marketplace, where you can also automate activities, make a personalized appointment scheduler, add live chat, and more.

#4. Buildout CRM

Buildout CRM is an effective program for those working in commercial real estate. It is a client-pipeline management platform that also assists with tenant management, capital markets, and construction projects.

This customer relationship management system also allows you to automate processes, make outbound calls and emails, and follow up with leads all from within the system. With only a few clicks, you can send a Property Teaser brochure to your clients and show them available homes. This last function is very helpful because it can facilitate the search for and presentation of potential properties.

#5. Follow Up Boss

Real estate agents of all levels can benefit from Follow Up Boss, a customer relationship management system. Among its many useful functions is the capability to schedule messages to be sent automatically through email, phone, or text messages.

Checking In Zillow,, and are all lead providers that work seamlessly with the Boss platform. Showcase IDX, an IDX plugin, and RealSavvy, an IDX website-building software, are just two of the many valuable third-party applications that may be integrated.

#6. AgileCRM

Although AgileCRM is not aimed squarely at the real estate industry, it does offer several useful tools for brokers and agents. This system is great for small teams who wish to streamline their collaboration by using a single platform for document storage, job management, document tracking, and appointment scheduling (the platform is free for up to 10 users). You can see exactly where your leads are in the sales process with AgileCRM’s lead-tracking capabilities.

Having all of your sales, marketing, and customer care data in one place can help you provide a seamless experience for your customers from the minute they first contact you. This program connects with Facebook, Twitter, and Zendesk, among other social networking and help desk platforms, as well as Google Apps like Gmail and Google Drive.

#7. Freshsales 

Freshsales is an automated sales force solution. It has everything a salesperson might possibly need to bring in good prospects. Conversations can take place in their natural settings. With the support of AI-powered insights, this CRM drives business and fosters relationships with customers.

#8. Wise Agent 

Wise Agent is an all-inclusive CRM designed specifically for real estate agents. With Wise Agent, you can handle all aspects of your business from one location thanks to its streamlined transaction administration, enhanced automation, time management capabilities, and centralized database for all of your clients’ information. Wise Agent enables you to streamline your communication channels, classify leads automatically, and assign contacts directly from your website.

#9. Pipedrive 

Pipedrive is a customer relationship management system (CRM) that has been tailored for the real estate market. Real estate project management is a powerful feature of the platform. Events including open houses, property proposals, contract signings, meetings, payments, and more fall under this category. Data entry automation combines information collected from many sources, such as web forms and phone calls.

#10. Streak CRM for Real Estate

Do you consider yourself a Google Workspace advocate? If that’s the case, Streak could be the best CRM for you. Use this add-on to your Gmail account to keep tabs on open contracts. Don’t waste time learning new software; just organize your contacts in your regular inbox. This customer relationship management system (CRM) may be used right from within Google Chrome, drastically cutting down on the necessary adoption time. You may start using the tool with your Google apps as soon as you download the free extension.

Pipeline management, email monitoring, automatic inbox classification, tasks, and reminders are just a few of the amazing features included in the free and Solo versions.

#11. LionDesk 

Complete customer relationship management system with a focus on the real estate sector. Offers CRM features such as contact management and messaging automation for streamlined business interactions with clients. There will be a lot of alerts and reminders sent out. It employs a wide variety of advertising methods.

#12. Apptivo 

Apptivo consolidates many business processes such as invoicing, email marketing, and project management. With Apptivo, you can access client data from anywhere and build robust automation rules that benefit both you and the client. Further functions include stock control, work order generation, and the allocation of sales regions to individual reps. You may also set up assignment rules to distribute leads and customers to salespeople instantly.

Whether you use Google Workspace, Slack, QuickBooks, PayPal, Office 365, RingCentral, or Dropbox, Apptivo can connect with those services and more. There’s no need to switch between different apps because everything can be handled here.

Real Estate CRM for Agents

The following are real estate CRM for agents:

#1. REsimpli

If you’re an investor in real estate, REsimpli is a customer relationship management (CRM) system that will help you organize your data, marketing, sales, and operations. To assist you in closing more purchases, their platform provides cutting-edge tools like List Stacking, Seller Websites, Driving for Dollars with route monitoring, Drip Automation, mass marketing emails, and SMS, contact management, and configurable lead assignments.

With features like live transfer calls, Speed to Lead, and in-app replying, you may maintain contact with interested sellers using a CRM.

#2. RealPage IMS

Commercial real estate firms can benefit greatly from RealPage’s investment management services (IMS) customer relationship management platform. Contacts can be organized, mass emails sent, and dynamic contact lists created that refresh themselves based on predefined criteria.

#3. Shape

When it comes to handling connections and deals, Shape CRM is a real estate CRM that packs a serious punch while remaining easy to use. It has features including email automation, client and contact texting, MLS listing synchronization, and a review/feedback collection system. Prospects can be prioritized based on activity or pre-qualifying characteristics, and you can make direct calls to clients from within the platform.

#4. NetHunt CRM

All of the features of NetHunt CRM were developed with real estate professionals in mind. When you use this tool in conjunction with Google Workspace, you can complete transactions, keep track of contacts, and arrange purchaser profiles without ever leaving the Gmail web interface. If you use Gmail, you can store all of the client’s information in one place, making it easy to retrieve and reference important files and emails at any time.

Commercial Real Estate CRM

The following are commercial real estate CRM

#1. SharpLaunch

SharpLaunch is a potent, yet lightweight, Lead Management tool that is coupled with other features. It is unique among lead-capture systems since it connects to your website and all of the other features of the platform, such as the Email Marketing module, the Document Portal, and the Reports module. It also has the ability to automatically monitor user actions such as CA execution, document downloads, and email opens.

#2. ClientLook

ClientLook (now part of Lightbox), another highly tailored all-in-one commercial real estate-focused CRM, organizes contacts, properties, and deals in one place with extensive integration between them all. It also has robust API interaction with other popular services like Google, MailChimp, RPR Commercial for REALTORS®, and TheAnalyst® PRO. ClientLook is adaptable, but it also helps you make the most of your existing infrastructure and communication tools.

#3. REThink

REThink (now a part of Buildout) is a Salesforce. com-powered CRM alternative for commercial real estate businesses, including capabilities like transaction pipeline management and reporting and analytics that are tailored to the specific needs of the commercial real estate industry.

#4. Zoho CRM

Around 250,000 businesses in 180 countries are presently using Zoho CRM. This platform aids companies in increasing their revenue by increasing the number of leads they convert and the amount of time spent interacting with customers. You may always know when a potential lead or existing customer interacts with your company thanks to the real-time notifications you can set up through integration with live chat software, email, and social media. You can always have the most recent information available to you thanks to real-time reports and insights.

Why do Agents Need a CRM?

Real estate agents often have to manage a number of clients at once while also looking for new business and keeping track of paperwork. Utilizing a customer relationship management system (CRM) is a great way for real estate brokers to save time and energy for higher-value activities.

Some of the most useful time-saving capabilities that a CRM can provide are as follows:

  • Facilitate the discovery of prospect data by arranging it in an accessible fashion (i.e., no more hunting through spreadsheets).
  • Avoid wasting time searching through your inbox for relevant emails and answer quickly to property queries.
  • It’s important to keep tabs on the leads you’ve contacted and whether or not they’re ready to move forward with a house purchase.
  • Collect data digitally, including how often your leads visited your website or read your emails.
  • Keep track of your sales opportunities and their outcomes in one convenient location.
  • Keeping in touch with former customers is crucial for maintaining positive relationships with them and gaining new ones through word of mouth.
  • Streamline processes and routines by automating things like sending out follow-up emails following open houses.

What Does a Real Estate CRM Do?

Many features are available in real estate CRM software. Follow-ups and contact management fall under this category. They are useful for managing sales pipelines and email marketing campaigns. Top-tier real estate CRMs usually have mobile apps as well. In order to generate reports, they examine your data. Several also work in tandem with third-party programs like Zoho CRM. Here is what real estate CRM does:

#1. Pipeline Management

Pipeline management software provides a graphical representation of the sales cycle. A deal’s progress can be tracked and identified. Find out which team members are working on which deals, which clients are top priorities, which negotiations are moving forward, and which might be stale. Create several channels for various clientele.

#2. Email Advertising

Maintain a prominent presence in people’s minds with your business. Trust and familiarity can be built through email marketing efforts. Get the word out to potential buyers, sellers, and renters with tailored news updates. Provide data and analysis, news about forthcoming activities, helpful hints for customers, and access to other content produced by your business.

#3. Mobile Application

Nowadays, you can’t do business without an Android or iOS app. This is true of any real estate CRM. Access clients even when you’re out and about showing houses, driving around, or enjoying lunch. Using your mobile device, you can also view discounts and other useful data.

#4. Reporting

You can see the return on your money by looking at reports on marketing, campaigns, sales, and customers. The issues and patterns of behavior can be highlighted. It can keep an eye on everything that is coming in. Do this so you can find weak spots in your business processes and strengthen them.

#5. Integration

It’s not uncommon to find interfaces between different digital technologies and real estate CRMs. They make them more versatile. Integrate your customer relationship management software with tools for data analysis, reporting, and planning. You can get more use out of your client database by importing and exporting contact records. Use marketing automation software to manage your email, SMS, and social media marketing.

What Are the Key Responsibilities of CRM in Real Estate?

In general, you can anticipate that the real estate CRM system will assist you in managing real estate leads, monitoring lead generation campaigns, managing contacts, uploading documents and contracts, managing your calendar, and staying abreast of real estate trends by giving you quick access to numerous real estate lead websites.

Can I Design My Own CRM?

Managing your company’s interactions with customers is a breeze with the help of a customer relationship management system. It is essentially a massive customer database. Developing a custom customer relationship management system can be beneficial due to the fact that the needs of each firm are unique.

Who Is the Largest CRM Vendor?

Here are the largest real estate CRM vendors:

  • Zoho CRM Plus (Web, iOS, Android)
  • Salesforce Sales Cloud (Web, iOS, Android)
  • HubSpot (Web, iOS, Android)
  • Pipedrive (Web, iOS, Android)
  • Ontraport (Web, iOS, Android)

Do You Need a CRM for Real Estate?

The use of customer relationship management (CRM) systems by real estate brokers is becoming increasingly vital to the smooth operation of their businesses. With features like email and text messaging, lead follow-up tools, and click-to-call capabilities, the best real estate CRM will be tailored to the needs of the business.

Final Thoughts

Real estate management is a demanding profession. Keeping track of a large number of properties, a wide variety of real estate listings, and numerous contacts can be a daunting task. A customer relationship management system tailored to the real estate industry can help. With the help of a customer relationship management system, you and your team will be able to better communicate with customers and close deals in less time. Get the CRM that is suitable for your real estate business.


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