Best CRM software in the real estate sector

CRM software (customer relationship management), in general, are tools that help companies manage interactions with their current and potential customers.

Some CRM solutions are specifically designed for the real estate sector.

A real estate dedicated CRM will help you organize client contact information, manage your sales pipeline, maintain relationships with past clients, and automate common tasks or workflows.

Without customer relationship management software in the real estate sector, agents and brokers are forced to hunt through spreadsheets and manually track communication with clients, which is nearly impossible to do at scale.

Whether you sell residential or commercial real estate, this guide contains the best customer relationship management (CRM) software for individual agents, large brokerage firms, and everything in between.

The Top 8 Best Customer Relationship Management Software in the Real Estate Sector

• Contact:

• Propertybase

• Real estate agent

• The real geeks

• CINC

• Reimagine CRM

• Head of monitoring

• Streak

After studying dozens of customer relationship management (CRM) solutions in the real estate sector, I have selected the eight main solutions that you should consider. This guide contains the features, benefits, use cases, pricing, and potential drawbacks of each tool on our list.

#1 - Contact - Best global real estate CRM

- Starting from 69
- Contacts by segment
Automate personalized messages
- 2 weeks free trial
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Contactually by Compass is our top overall recommendation for customer relationship management software in the real estate sector. For individual agents and small teams to large brokerages, this tool has everything needed to manage client relationships at scale.

The software allows you to easily segment contacts based on categories such as current clients, new prospects, network, housing criteria, etc. Contactually understands that not all your clients are the same. Personalizing communication between prospects, old friends, and current clients is therefore crucial to success.

It is easy to create automated and personalized messages using the custom templates provided by Contactually.

You can also use Contactually to evaluate your sales pipeline, manage your team's productivity, and automate tedious tasks.

Among the other features and benefits of Contactually, we can mention

• Daily Bulk Messaging

• Mobile application for iPhone and Android

• Integrations with MailChimp and Zapier

• Overview of contact relationships

There are two contact plans: Professional and Accelerator. The plans start at $69 and $119 per month, respectively.

For brokers, Contactually will help you build a top-notch technology stack to manage and improve your team's engagement and productivity.

You can try Contactually for free with a two-week trial.

#2 - Propertybase - The best for real estate brokerage companies

- Manage lead sources
- Automate tracking
- Automatic routing of tracks
- 14 days free trial
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Propertybase offers a wide range of solutions for real estate companies. In addition to CRM software, Propertybase has tools for marketing, website creation, and lead generation.

More than 2,000 brokerages and over 200,000 agents spread across more than 60 countries use Propertybase. The software is designed to meet the needs of brokerages and teams of all sizes.

With Propertybase's real estate CRM, you will have a centralized place to manage all your contacts. The software also connects to all your main sources, such as Zillow, Trulia, your website, and many more.

You can use this tool to automatically route new leads to the right team member based on unique rules and predefined processes.

Here is a brief overview of the other features and benefits of Propertybase:

• Smart lists for databases

• An automated and highly targeted tracking

• Real-time dashboard

• Agent commissions tracking and key performance indicators (KPI) monitoring

• Manage lists

• MLS Integration

• Automated workflows

• Integration Calendar

Overall, Propertybase goes beyond what you get in a traditional CRM solution.

The price of Propertybase is not available online. You must contact their sales team to request a demo and personalized pricing. Propertybase offers add-ons for lead generation and transaction management, which can increase your overall cost.

For individual real estate agents and small businesses, the software may be a bit too complex for your needs. But large brokerage firms will definitely benefit from using Propertybase.

You get a free 14-day trial when you request a demonstration.

#3 - Wise Agent - Best Real Estate CRM for Small Teams

- Starting from $29
- Boarding for two
- Free assistance 24 hours a day, 7 days a week
- 14 days free trial
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Wise Agent is a simple and affordable solution for customer relationship management in the real estate sector. Regardless of your level of technical expertise, Wise Agent is easy to use for everyone.

The software provides you with a centralized database for customer information. It also features intelligent marketing automation and transaction management functionalities.

All plans come with drip marketing campaigns, reporting tools, monthly newsletters, unlimited document storage, social media integrations, automated leads, and customizable landing pages. Wise Agent also offers exceptional customer service, with unlimited training, personalized onboarding, and free 24/7 support.

The features of Top Wise Agent include:

• Commission Reports

• Lead automation

• Transaction management

• Tools on the homepage

• Text messaging

• Team Characteristics

• Contact management

• Time management tools

The software integrates with everything. So you can easily integrate Wise Agent with the tools and software you are currently using.

Prices start at $29 for a monthly subscription. You can get two months free with an annual contract. Your plan comes with a total of five users, which is perfect for small teams. Additional users cost extra. Try Wise Agent for free for 14 days.

#4 - Real Geeks - The best all-in-one real estate marketing solution

- Automatic routing of tracks
- Website tools
- Customized workflows
- Attracting and managing new leads
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For those of you who are looking for a unique solution for CRM and real estate marketing, Real Geeks will be a top choice to consider.

The software has everything you could need to manage all aspects of your real estate business. From tools for websites to social media marketing, to house evaluations, Real Geeks has everything you need.

With Real Geeks, you can set up custom landing pages on your website. Add a home evaluation tool to your landing pages to attract new clients. Once a visitor enters their address, they will be prompted to provide their contact information before seeing the value of their property. The new lead will be automatically sent to your CRM and contact list.

The main features and advantages of Real Geeks are as follows

• Routing of tracks

• Automated drop distribution campaigns

• Email blasts

• Customized Workflows

• Tracking of main sources

• Lead capture notifications

• Activity reports of agents

• The tools of social media marketing

The software integrates with third-party solutions like Zillow, MailChimp, Zapier, Trulia, Realtor.com, and many others.

Real Geeks offers solutions for individual agents, teams, and brokerage companies. To get started, request a demo and contact the Real Geeks sales team for information on custom pricing.

#5 - CINC - Best Real Estate CRM for lead generation

- Increase lead generation
- Decrease cost per lead
- Engaging with prospects
- Sales dashboards
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CINC is a real estate CRM designed to help agents capture and manage leads at scale. Agents who use this software typically increase lead generation by up to 30% while reducing cost per lead by 20% year over year.

More than 50,000 agents and over 3,000 teams use CINC. The software generates over 3 million leads per year, resulting in the sale of over 177,000 properties.

The entire software is designed to attract both buyers and sellers who are actively in the market.

Once you have entered the details of this new lead, the CRM software has everything you need to get in touch with these individuals, based on unique criteria.

Use CINC to cultivate new leads throughout the sales funnel. With CINC's comprehensive pipeline dashboards, you will be able to track the process and ultimately generate more conversions.

Organize your prospects into special categories and benefit from team management tools for companies with multiple agents. CINC also offers tools to help you retain customers for life.

There are four different versions of the CINC software

• CINC Pro - designed for real estate teams

• CINC Pro Agent - for individual agents

• CINC Pro Enterprise - for growing brokerage companies

• CINC Pro Lender - allows lenders to flip the lead funnel, instead of waiting on real estate agents

Overall, CINC is an excellent tool for generating leads and managing relationships. However, the software lacks some of the other features and automations typically associated with CRM software. It is primarily a specific use case software, as opposed to a general-purpose real estate CRM.

#6 - Rethinking customer relationship management - The best software for commercial real estate (CRE)

- Support for multiple representation
- Manage commercial tenants
- Pipeline management tools
- Revenue forecasts
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For commercial real estate agents, Rethink CRM will be the best option for you. Whether you are a broker or a CRE agent, this software has everything you need to manage leads, prospects, and clients for your commercial properties.

As you know, commercial listings can be complicated. Many different players are involved throughout the process.

Rethink CRM understands these complex needs and has designed the software to adapt to everything.

The software offers solutions for managing commercial tenants, commercial property owners, buyers, sellers, investors, commercial developers, and capital markets.

Here is a brief overview of the main features and benefits of Rethink CRM:

• Pipeline management

• Lease management

• Client requirements

• Perspective Management

• Search SEO

• Comps Database

• Real-time stacking plans

• Detailed reports

• Custom dashboards

Database CREThese tools can help you forecast revenue, measure key performance indicators (KPIs), reduce the number of vacant positions, track lease deadlines, etc.

Overall, Rethink CRM is the most robust CRE tool on the market today.

That being said, it is specifically designed for commercial real estate. So if you are selling residential properties, this software will not be able to meet your needs.

#7 - Head of Monitoring - The best communication tools

- Starting from 69
- Over 200 main suppliers
- 2 months free for the annual plan
- 14 days free trial
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Follow Up Boss is a customer relationship management (CRM) software in the real estate industry, equipped with a wide range of tools and additional features, including for marketing and reporting.

The software integrates with over 200 major providers such as Realtor.com, Zillow, Homes.com, Facebook, and more. By using Follow Up Boss, you can take your leads from these different sources and automatically distribute them to your team.

As soon as a new prospect enters the CRM, they are automatically placed in a predefined action plan. You can follow up via email and SMS to immediately connect with prospects. This is a central location for managing all outbound calls, texts, emails, and voicemails.

Create smart lists for prospects and buyers. Easily identify people who need to be contacted. Create personalized templates for business lunches, home visits, recommendations for new real estate, etc.

Among the other features of Follow Up Boss CRM, we can mention

• Bidirectional email synchronization with Office 365 and Gmail

• Google calendar sync

• Customer support 7 days a week

• iOS and Android mobile applications

• Droplet distribution campaigns

• Dedicated boarding

Follow Up Boss plans to accommodate teams of all sizes.

The entry-level plan starts at $69 per user per month, which is perfect for small teams. The next level costs $499 per month, which includes up to ten users. For larger teams, the top-level plan costs $1,000 per month for a maximum of 30 users.

If the price may seem high at first, it is actually quite affordable when broken down per user. All the above rates are based on a monthly pricing. You get two months free with an annual contract. Try any Follow Up Boss plan for free for 14 days.

#8 - Streak - Best real estate CRM for Gmail integration

- Free for basic use
- The paid plans start at 15
- Ideal for individual users
- Works at Gmail
-• Start for free

Streak is a basic CRM solution that is perfect for individual users. It is a great way to manage leads directly from your Gmail account.

Unlike other tools on our list, Streak is actually a general-purpose CRM. However, one of its most common use cases involves real estate agents.

The software allows you to do more with your Gmail inbox. It is a more efficient way to group your contacts and manage everything in one place.

In addition, there is no learning curve. You will be using a program that you already know.

With Streak, you can manage and share documents, set permissions, track performance, and aggregate your data. Thanks to Streak's smart engagement tools, you will know exactly who to contact and when to do it.

Streak does not have certain automation features, such as drip campaigns and automated messages. However, you can still save time by using message snippets for common communications, such as contract instructions, consultation requests, or visit confirmations.

Streak CRM for real estate is free for basic use. It includes email tracking, email merging, and all the basic features of CRM.

If you wish to benefit from advanced features such as pipeline sharing, unlimited data, priority support, or advanced CRM tools, you will need to upgrade to a paid subscription

• Solo - $15 per user per month

• Pro - $49 per user per month

• Business $129 per user per month

Although Streak has plans and solutions for large teams, I only recommend it to individual users. For team collaboration and brokerages, you can do better elsewhere.

How to find the best customer relationship management software in the real estate sector

In general, there is no one "best" real estate CRM for everyone. Certain factors need to be taken into consideration to find the software that is best suited to your needs.

This is the methodology I used to choose the winners in this guide. I will detail these elements below, to help you determine what works best for your situation.

Team size

Are you an individual real estate agent working alone? Do you have an agency with multiple team members? Are you a large brokerage company?

Each of these scenarios will require different characteristics and tools for customer relationship management in the real estate sector.

For example, automatically routing leads to specific agents is undoubtedly a top-notch feature for agencies and brokerages. Otherwise, how would you determine which agent will communicate with new prospects?

But an individual agent would not need this type of tool. They would simply need new contacts to organize by category, such as the referral source.

Residential vs. Commercial

The majority of real estate CRMs are designed to manage home buyers and sellers. If you are in commercial real estate, you must therefore find a CRM specially designed for the CRE.

Customer relationship management in the commercial real estate industry has tools for managing commercial leases, representing commercial buyers, representing commercial sellers, managing vacancies, etc. The best CRE CRM software even has tools for managing communications with commercial developers.

So, when you are shopping, make sure to find software that falls into the category of properties that you list.

Automation

One of the best features of using CRM to manage real estate communication is automation. Lead tracking is done automatically as they provide contact information. Sending personalized messages based on actions or current stages.

At scale, you want to automate as much as possible while still maintaining that level of personalization between you and your clients.

So look for a real estate CRM that has automated communication functions and other workflows, without making you seem like a robot.

Integrations

As a real estate agent, you probably use many other tools to manage your listings and clients.

It is important that you find a CRM that seamlessly integrates with these other third-party tools. Otherwise, you will be forced to go back and forth between different screens and software. Ideally, you want everything to be managed in one dashboard. Avoid manual data entry at all costs. This goes against the purpose of using customer relationship management.

Conclusion

What is the best real estate CRM on the market today? Contact is our top choice.

However, there are many other customer relationship management solutions in the real estate sector that you can consider based on specific use cases and unique needs.

Propertybase is ideal for brokerage companies. Wise Agent is perfect for small teams. If you are looking for a CRM and marketing solution from a single source, use Real Geeks. Check out the Rethink CRM website for commercial real estate. Other important choices include Follow Up Boss, CINC, and Streak.

Use this guide to find the perfect real estate CRM for your specific needs. I made sure to include something for everyone.