CRM stands for customer relationship management. It refers to the way you interact with your customers, and helps you better understand their needs. As a real estate professional, in particular, it’s important to continue developing and nurturing close relationships with buyers and sellers- that’s how you get referrals. And additional business directly from past clients.
The Eletpress Guides team recently conducted a survey of 200 CRM users to find out. Over 50 percent of respondents discussed how they use CRM software as an element in their day-to-day workflows, storing contact information and automating administrative functions.
With so much riding on a CRM, choosing one is undoubtedly something worth putting time and careful thought into. That is why we had the leading providers on the market tested and scored. Continue to read below to find which ones excelled when it comes down to real estate.
The Eletpress Guides team recently conducted a survey of 200 CRM users to find out. Over 50 percent of respondents discussed how they use CRM software as an element in their day-to-day workflows, storing contact information and automating administrative functions.
With so much riding on a CRM, choosing one is undoubtedly something worth putting time and careful thought into. That is why we had the leading providers on the market tested and scored. Continue to read below to find which ones excelled when it comes down to real estate.
Top Picks for Best Real Estate CRM Software
Provider | Superlative | Jump Link | Visit Site |
 | BEST REAL ESTATE CRM SOFTWARE | ||
 | BEST FOR CLIENT COMMUNICATION | ||
 | BEST FOR ORGANIZING LEADS | ||
 | BEST FOR MANAGING LISTINGS | ||
 | BEST FOR MOST CUSTOMIZABLE | ||
 | BEST FOR INTEGRATIONS | ||
 | BEST FOR END-TO-END MANAGEMENT | ||
 | BEST FOR BEGINNERS | ||
 | BEST FOR SCALE | ||
 | BEST FOR SALES PROJECT MANAGEMENT |
1. LionDesk Is Best Real Estate CRM Software
Best Real Estate CRM Software
We took advantage of the LionDesk free trial and found adding contacts to be just as easy! You can import contacts in bulk via a file, or you can add them manually one by one. You can also specify which custom fields you want to include for each contact.After you’ve entered your contacts, LionDesk’s marketing options come into play. You can send an E-mail through the platform for example. There’s also room to upload, organize and send videos — something that can be useful for sharing property walk-throughs or tours.
If we have one major complaint about testing LionDesk, it’s that there weren’t many options for visualizing the sales pipeline. On top of creating a task list, you can record sales and invoices in a Kanban view on the Transactions tab. On the other hand, that view is quite limited. For example, you are able to “Add Stages” and “Delete Stages”, but you cannot rearrange existing stages or drag transaction cards from stage to stage.
2. Market Leader
Best Real Estate CRM Software for Client Communication
Market Leader is a CRM platform designed for real estate agents with an emphasis on marketing. One of the most interesting characteristics of this platform is the integration to your website in order to monitor and answer clients’ behavior.
For example: You can navigate to a client’s profile, and you can see which features of your site they have recently viewed or liked. You can then leverage this information in order to customize the email listing alerts that you send them.
When we contacted the market leader for a demonstration, the team sent a video overview of key features within the platform. The video indicated new leads that come in from an agent’s website are automatically added to the contact list and tagged as “new.” You can then change the tag manually in order to sort out which contact is in what part of your sales process from there. Apart from that though, customization of your contact list ends there. As already mentioned before, there are only a few custom fields and tags as well as other ways how you can manage the appearance of your contact list.
3. Wise Agent
Best Real Estate CRM Software for Organizing Leads
Another real estate CRM that comes in our list is Wise Agent which offers some really good, user-friendly tools to organize properties. During the free trial of Wise Agent, we were also able to see just how detailed these property information cards are. There are places to add descriptions about each room in the property. and you can store the webside lockbox codes here:
Also, the leads section can be done in a lot of ways by capturing and storing so it is worth mentioning it. For example, through the platform you can generate sign-up forms and landing pages to create on your website, emails, or other promotional materials.
You can connect these lead sources, but there are very few integrations beyond that. Specifically, the major ones we observed are Mailchimp, Constant Contact and Facebook. Moreover, Wise Agent has limitations when it comes to customizing and visualization of the sales pipeline.
4. Top Producer
Best Real Estate CRM Software for Managing Listings
The massive real estate CRM Top Producer. We really appreciated the completeness and user-friendly design of its listing management during our testing. We discovered that properties reside in the transaction tab. The transactions listed are divided between listings and closings, with both being credited to a contact in the system.
We identified a few interesting marketing tactics as well. Firstly it allows you to send listing alerts from the platform itself. It also has an AI-powered Smart Targeting tool, which identifies the top 25% of homeowners within a given area who are most likely to sell and automatically contacts them — driving new leads.
Some of these include limited reporting and emailing features on Top Producer. Some basic sales pipeline stats can be visualized, such as how many contacts you have in each stage of your funnel, but unfortunately, you cannot run any detailed reports. It is the same with emailing. So, while the platform can send simple emails it won’t allow to chart a course for automated email campaigns.
5. Realvolve
Best Real Estate CRM Software For MOST CUSTOMIZABLE
Realvolve is an excellent CRM option, and it does have a ton of the features that most real estate agents need. Going one step further, it provides tailored workflows to help you set your workspace and conversations just the way you want. Oh yeah, and if you’re not sure where to start putting your own workflows together, Realvolve has built a library of templates available for you that will help give you ideas on how to structure your several facets from the workflow all the way down to how you’ll contact those leads.
6. Follow Up Boss
Best Real Estate CRM Software FOR INTEGRATIONS
One of the most popular CRM tools that’s been leading the line in the real estate industry for years is Follow Up Boss. Even though we think there are other options that have advanced faster, Follow Up Boss remains a great option because it still provides excellent features. Every messaging option is incorporated directly in the software, including email, texting and calls.
It can be customized for almost anybody because to its capabilities and hundreds of integration possibilities. However, if you are not yet tech savvy or powerful enough to use the tool specifically, it may be difficult to use for your specific needs.
- Unlimited leads and contacts
- Automatic follow-up
- Drip and batch emailing
- Seamless user experience
- Long list of built-in integration options
- Email and calling integration
- Customer support sometimes responds slowly.
- Not as good value for money as other crm Software
- Free Trail: 14 days
- CRM: $58 per month
7. Propertybase
Best Real Estate CRM Software FOR END-TO-END MANAGEMENT
Ultimately, Propertybase is a robust platform offering much more than your typical CRM solutions. built to handle an end-to-end real estate business. While this is a comprehensive solution, it can be pricier than other CRM offerings and really caters only to the target market of larger brokerage or team.
Everything from lead generation to MLS posting and website development can be handled. Similar to Market Leader, the company doesn’t display pricing on their website and you have to talk with a representative for more information.
8. Pipedrive
Best Real Estate CRM Software for Beginners
Pipedrive another provider in our list not strictly limited to Real estate but an extensive contact information pages could be used managing real estate clients as well. In each client entry, there is a timeline of all activities that have been logged regarding the client, allowing you to see touchpoints and take notes or set reminders as well.
Another neat feature we came across when having a play with the platform was the activities tab. You will be able to see an overview of your tasks there (e.g. call client, arrange a showing or create offer)
Most of Pipedrive’s functionality ends there. You can see your sales pipeline, visualize where you are in each client life cycle, and track all correspondence with specific clients. You need another tool to send that correspondence. That’s why we safely seem to suggest it – you’re one step further from having your contacts and information stored in a spreadsheet.
- Detailed customer activity timelines
- interface best for beginners
- Simple user interface for beginners
- Visualization of the sales pipeline
- Timelines for each action in detail in client cards
- Easy to customize and organize
- Not specific to real estate
- Essential CRM: $24 per user per month
9. Salesforce
Best Real Estate CRM Software for Scale
Salesforce A household name in the CRM realm. In fact, it was the number one most popular CRM among survey respondents. Salesforce is made for teams looking to house a massive amount of customer data. This means creating detailed customer profiles that also include integrating lead scoring, tracking activities taken by the customer and adding notes etc.
Our central observation when trying out the Salesforce Free Trial was that it simply did not have a very friendly user face. In addition, support is available through phone and chat as well.
Even if you’re no stranger to using CRM software of any kind, Salesforce will likely take some getting used to.
10. Monday.com
Best Real Estate CRM Software for Sales Project Management
While monday.com does not provide a real estate-specific CRM, the customizable nature of their sales CRM platform allows many real estate professionals to adapt it for use as well. We were intrigued by the “start from scratch” option when we first opened it. Use it if you have a structure in mind regarding how you need to organize your tasks, leads and deals. Additionally, you can select the views through which to visualize your workflow.
Contact management might be a bit more challenging for you with monday. com if your list of customers is long. You can do it in bulk by importing your existing contacts, but drill into the individual contact entries and you’ll only see activity that you’ve added yourself.
Another limitation is that it gets tricky when you try messaging for these contacts. Mass messaging is available on only Pro and Enterprise plans. Then again, not that you should send messages unlimitted or configure them in varying ways, but many of those customizations and limits still exist. Hence, you will need other tools — for example, email or SMS software in order to implement your marketing campaigns.
Top Real Estate CRM Features
For our research, we also contacted real estate professionals to ask what kind of CRM functionality was most useful for them in their day-to-day workflows. That includes intuitive contact management or integration, but it also encompasses end-to-end customer interaction tracking.
We asked 250 general CRM platform users to choose what features they felt were most important. However, being followed closely on its heels is task management, sales pipeline visualization and mass emailing as can be seen from the above graph
Elsewhere, we dissect some of the more notable characteristics that were widely demanded by respondents to give you an idea of what to spot. Most CRM providers will offer free trials, plans and/or demos which should give you the opportunity to test these features out for yourself.
Contact Management
Customer data management: Above all, CRM software is used for managing customer data. The tool should offer all information about clients in one place. Choose this one. Store basic contact details (like address and number), and track different calls, emails or any other interaction you had with the persons in your organization. There was probably also a place where you could leave notes or comments for reference
Moreover, ability to have custom fields created in order to store extra pieces of information that are unique per ticket is critical. According to a survey of ours: 95%* (somewhat or very important) must be custom_fields in the CRM.
Integrations
If you’re already using any other software, ensure that your CRM is able to integrate with those softwares.
All the providers we listed have some sort of email integration. You can connect to your Gmail and/or Outlook accounts on these lists or import contacts directly from those emails Another common CRM integration is marketing software for social media, email and SMS; syncing this data lets you monitor details of each campaign alongside customer conversation information.
Pipeline Visualization
Your sales pipeline is a workflow that outlines the various stages your contacts move through while they engage with and purchase from you. Most CRM platforms also allow you to customize your pipeline in terms of the stages that go into it. This will allow you to then segment your contacts and leads based on their stage.
AI Features
AI is on the mind of every professional in almost all industries possible. In a recent survey, more than 90% of respondents stated that AI tools are “somewhat” or “very” important to comprise CRM functionality today.
Just think of the AI-powered tools that can help you cut down some daily chores now.
Customer Support
In our survey, the third most important CRM factor was customer support . Given that Salesforce and similar complicated CRM systems have quite a learning curve, it’s important for customer support to always be available if you need assistance during onboarding.
Think about what types of contact you should have—including phone, e-mail, and possibly chat capabilities etc. Also, consider the hours of those channels….and for example if people support us are they available 24/7, or is it just during business hours? Remember, the exact availability typically varies depending on which plan you choose.
Reporting and Analytics
Most real estate CRMs don’t come with the advance reporting features available in regular sales CRMs. But they even carry tracking for some property-specific metrics such as commission reporting and forecasting. When you are setting up the reporting dashboard, You should find the customization You should be able to add the graphs, metrics that you would like to keep an eye on.
Bottom Line
Ultimately, a CRM can be all the difference for real estate agents and brokers. Right can help you with everything from managing customer data or even All the to-do items and along with that strengthening your relationship.
For choosing, CRM one needs to do some research. We’ve done the work of testing and ranking popular providers to get you started. In the end, we chose LionDesk for its easy-to-use platform and massive feature suite built specifically for real estate agents. Some other real estate providers are Wise Agent (lead organization), Market Leader (client communication) and Top Producer(listing management).
General sales CRM that you can customize to work for your real estate business as well. Monday. He also praised Pipedrive as well as HubSpot and Salesforce for being feature-rich
Frequently Asked Questions (FAQs)
What is a CRM?
CRM Whether you are referring to a customer relationship manager or just need to build a software platform containing all of your customers’ data that you want to share with your other staff and internal teams. All of this enables your teams to build and nurture these opportunities, leading them to generate more sales, turning into long-term clients for your business.
Who uses CRM software?
CRM software helps companies that need to do things like:Nurture leads or help a large customer base with their journey The majority of startups organize leads and customers through spreadsheets. However, as they begin to expand, managing a longer and more extensive list of leads and customer’s offline can quickly become cumbersome, causing companies to overlook opportunities to close more sales. A CRM is equipped with efficiency and data storage tools to manage large lead and customer lists.
Who uses real estate CRM?
Real estate CRMs can be useful for real estate agents, brokers and property managers looking to keep a tidy sales pipeline or maintain regular contact with clients.
