8 Best Real Estate CRM Software

• Automatic tracking and organization: Track interactions across emails, calls, meetings, documents, and social platforms. It arranges contacts, companies, and meetings by category and captures email signatures for up-to-date contact information.
• AI learning algorithm: Recognizes significant contacts and provides automatic reminders for timely follow-ups, ensuring consistent management of customer relationships and pipeline activities.
• Meeting preparedness: Provides precise updates on previous interactions, offering context from sources like Evernote, email, calls, social media, documents, and prior meetings.
• Multilayer privacy and security: Guaranteed security through layered protection, encompassing data centers, network, and encryption. Only users can access their data, shielded even from Cloze.

Cloze CRM has a customer rating of 3.7 out of 5. It has received praise for its “Log Meeting” feature, which helps users recall client discussions. They report that follow-up reminders aid in maintaining connections. One user stated that Gmail integration, complete with Read alerts, ensures users know when clients view messages and interact with provided links.

Dissatisfied customers said the software erroneously combines unrelated contacts, generating a single entry with complete details. One stated that it recently merged 10 companies and 40 contacts into one entity, despite their feedback about its Smart features causing the issue. If you want a CRM for real estate agents that provides greater control, check out LionDesk.

• Lead source integration: The most robust integration in the program allows you to seamlessly capture, organize, and prioritize leads from various sources in one place.
• Prebuilt and customizable reports: Get insights into your performance, like speed-to-lead, conversion rates, and other metrics, to identify coaching opportunities.
• Motivate with leaderboard: Pump up the team with some friendly competition. See who’s leading the team in closed deals, volume, and gross commission income (GCI).
• Call recording: Listen in on calls to provide detailed coaching to your agents. A full history of every conversation will be saved to go back and listen anytime.

Follow Up Boss has a 4.6 out of 5 customer rating. Users love its intuitive interface, which makes managing leads and communications effortless. One user said they couldn’t live without it, citing they like being able to set a series of emails to go out to clients automatically. Another user stated that customer service is professional and friendly, making it easy to get help with any questions.

Not-so-favorable reviews of Follow Up Boss have cited issues with the limited ability to customize fields to work with their business model. One user said alternate fonts, colors, or styles did not match their branding. For a more customizable option, check out Zoho CRM.

• Team and collaboration features: Includes visual roadmaps, a blueprint for teams, and automated workflows with suggestions.
• Omnichannel communication tracking: Centralized database for client communications from email, short message service (SMS), and social media. SalesSignals provides real-time notifications from your leads, contacts, or potential customers.
• AI tools: Automatic suggestions and customization options to track high-priority clients, set reminders, and improve communication and processes.
• Additional customer support options: For quicker responses from customer support, you can pay for premium or enterprise-level support.

Zoho CRM has a customer rating of 4.1 out of 5. Users appreciate the CRM’s adaptability, letting them tailor it to their requirements for streamlined business management. Many find the pricing competitive for the extensive features they receive. One customer reported that the Zoho ecosystem offered a solution for every business need, which helped them succeed in their real estate practice.

Negative reviews were mainly about customer service and glitchy software. One customer stated the software was hard to understand and there was no support to assist the user. Another customer said they outgrew the platform within two years. For a CRM for real estate agents that scales with your business, check out Realvolve.

• Transaction management: Create pipelines to track current clients and closings.
• Marketplace with additional products: Add-on features include landing pages, power dialers, and concierge setup options.
• Broker-specific solutions: The LionDesk broker platform has all of the standard features along with agent managing tools, like activity reports and lead distribution.
• Built-in auto-responders: The AI lead follow-up feature uses an auto-bot to have a live chat conversation with potential buyers.

With a 4.1 out of 5 rating from current users, LionDesk CRM reviews praised its email drip campaigns and third-party integrations. Agents getting leads from Zillow, Trulia, and Realtor.com benefit from all their leads syncing to one centralized location for follow-up and consistent communication. In one LionDesk review, the agent said he liked the robust data capturing and visualization, contact management, custom phone lines, text messaging, and pipeline revenue projection. Another LionDesk review said he was happy with affordable pricing compared to other CRM software.

In less favorable LionDesk CRM reviews, some users cited unstable technology and glitches in the software. Another user wanted IDX capabilities in addition to LionDesk’s marketing capabilities. Another review had stated that the price increase in recent years was not justified and the CRM is just not what it used to be. For a more customizable and affordable CRM, check out Pipedrive.

• Mobile CRM app: Carry the HubSpot CRM with you to constantly stay on top of communications and follow-ups.
• Content creation tools: Blog idea generator, website grader, search engine-optimized (SEO) blog maker, and website themes and templates.
• Detailed analytics and reporting: Track and evaluate detailed marketing analytics across all platforms in a centralized and easy-to-navigate location.
• Free business tools: Free marketing and administrative tools like the marketing plan generator, invoice templates, and landing page builder.

Out of more than 10,000 customers who have reviewed HubSpot online, 68% of users have awarded HubSpot’s real estate CRM 5 stars. With a 4.4 out of 5 rating, users appreciate its intuitive dashboard, versatile tools, and customization. It’s been called the “holy grail of marketing” and a “game-changer” for its functionality. Many reviewers also highlight the accessible and supportive customer support team.

However, some users report that the free CRM is limited. Meanwhile, the paid plans have so many features they can be incredibly overwhelming and require a significant time commitment to learn. If you’d rather start with more straightforward CRM software for real estate, try Pipedrive.

• MLS property insights: Allows you to combine property details with contacts to create more accurate Property Insights.
• Market snapshot reports: Automatically generate real-time local real estate market data into an easy-to-read report.
• X-Factor insights and analytics: 360-degree view of every contact, providing insights and notes from social media, MLS integration, and automated prompts to follow up with contacts regularly and on important dates.
• Third-party integrations: Connect with third-party applications for email, lead generation, and even your MLS.

Based on reviews, users rated Top Producer with 3.9 out of 5 stars. Many users expressed satisfaction with the platform’s user-friendliness and excellent customer service. They find it easy to navigate and appreciate the ability to distribute leads to their team members and view their notes on clients. Additionally, many users have commended its market updates and Google Calendar sync features, as they allow users to easily manage their client database.

It’s worth noting that some clients have left negative reviews for Top Producer due to its lack of certain features, such as a mobile app. The absence of a free trial and high pricing have dissatisfied some users, particularly those with limited budgets. If you prefer using a mobile app for more flexibility and on-the-go work, I recommend using Pipedrive. It offers a 14-day free trial, and paid plan starts at $14 per month.

• Mobile app: Mobile application auto-syncs real-time data updates with the web app.
• Document management: Digital signature and document tracking capabilities for transaction management.
• AI sales assistant: Automated assistant improves decision-making and performance by analyzing data and suggesting new solutions.
• Communication tracking: Smart contact data feature provides valuable insight into prospective buyers, and emails are automatically linked to contacts, deals, and opportunities in the pipeline for easy access.

Pipedrive has a strong customer review score of 4.2 out of 5, backed by numerous users who commend its intuitive interface for efficient data organization, task prioritization, and contact management. They appreciate its seamless integration with other apps and real estate software, enhancing productivity.

However, some users in less positive reviews highlight issues with glitches in add-on features, such as web forms and chatbots. While others like the platform’s interface, they need more robust marketing and lead generation capabilities for effective lead nurturing. Another affordable option, HubSpot, is worth considering for greater marketing focus.

• Free on-demand training: A dozen on-demand videos to learn about the company and its various features.
• Mobile app: Provides convenience and the ability to work from anywhere.
• Texting: Send messages to individuals or mass marketing to groups.
• Prebuilt workflow libraries: With many options, you can choose the workflows that meet your needs.

Realvolve has a customer satisfaction rating of 4.3 out of 5. Users praise Realvolve for providing comprehensive functionality without the intricacies of more complex software. They appreciate customer service authenticity and genuine care, noting the positive attitude and attentive approach to user feedback and feature enhancement requests.

Users have reported challenges with building transaction and business management workflows, citing that the process can be complex and non-intuitive, especially for those without technical expertise. Some have experienced glitches and navigation difficulties with the window-in-window pop-ups, including unpredictable scrolling behavior. If you want software with automatic workflow creation, check out Cloze CRM.