Whether you work in a big brokerage, operate alone, or manage a team of agents, using a customer relationship management system will lead to enhanced productivity and profits. These tools have the power to streamline your sales process and automate repetitive tasks. With a CRM you can nurture leads and keep track of important dates. It’s like having another team member who is an MVP.
1. Propertybase CRM
- Fantastic contact management features
- Intuitive user interface
- Useful mobile app
2. Wise Agent CRM
- Advanced lead management tools
- Competitive pricing
- Robust email module
3. Follow Up Boss
- One of the best lead generation systems in the business
- Detailed CRM reporting features
- Lots of useful third-party integrations
- Fantastic value for money
- Great CRM automation tools
- Excellent analytics
- Blended multi-channel outreach campaigns
- Very affordable software
- Advanced reporting tools
- Advanced automated workflows
- Useful transaction management tools
- Incredibly detailed user profiles for clients
7. IXACT Contact
- Excellent lead nurturing tools
- Well-designed mobile app
Getting More Things Done
When you work as a real estate agent you are constantly juggling tasks. You have an open house to prepare and then a couple of home viewings later on. A meeting with a seller to go to. This new listing you got would be a perfect match for a buyer you’re working with, so you’d better email them. And today is a sales lead’s birthday, so you want to send a text. You also have to email a contract to be signed. The list never ends.
If you are unorganized, you are leaving a lot of money on the table. If you don’t nurture your leads, another agent might come in and scoop them away. But there’s only so much that’s humanly possible, no matter how hard-working you are.
That’s where a real estate CRM comes in: to help you juggle all your obligations without ever dropping the ball. To constantly remind you of what needs to get done. To do some of the work for you. To give you valuable insights and advice about your business model.
Now that you’ve made the decision to incorporate a CRM into your business model, you are faced with a choice. With dozens of real estate CRMs and even more sales CRMs that can be tailored to the real estate industry’s needs, you might be a little overwhelmed. We completely understand. And we are here to help you choose the best real estate CRM for you and your team.
Since we do not have a brokerage of our own, we haven’t been able to do hands-on testing. Instead, we read CRM reviews that real estate agents who have been using these products wrote. We also did in-depth research about each company’s offerings. In the end, we present you with six companies whose systems have the broadest umbrella of useful features.
Our Methodology for Evaluating the Top CRMs for Real Estate Agents
Every realtor runs the business the way they consider the best. After all, it’s a very complex job that requires you to wear many hats and fulfill many roles. So it’s only natural that every real estate agent has their own approach that works for them. A CRM tool should be chosen accordingly.
However, there are some features that we believe are essential for any system to be considered among the best CRMs for realtors. We have identified crucial characteristics that a good CRM needs to have in order to be of help to busy real estate agents. Our evaluation method is based on the following six features.
As a realtor, you are constantly dealing with people’s needs, be it the seller’s, the buyer’s, the prospect’s, or the lead’s. Staying on top of this hectic situation is a real challenge - and missing the mark can cost you a commission fee. That’s why we look for a powerful contact management feature in real estate CRMs and present you only the ones worthy of your attention.
A great CRM solution should let you enter detailed information about every contact you have. The real estate business is about nurturing relationships, after all. When you remember the birthday of a lead or their kid you show that you care, increasing the likelihood of closing a deal. But who can remember so many important dates? A CRM platform for sure.
Top CRMs will prompt you to save as much info on your contacts as possible. They’ll also let you save tasks or reminders for lead nurturing. Some will even give you a clear visual representation of where each contact is in the sales funnel.
Just as realtor contact management is a priority, so is property management. That’s why we believe a strong listing management feature is a must in CRM in the real estate industry. With the right software, you’ll kiss your endless spreadsheets goodbye and embrace the help of technology.
CRMs with the best property management software are so powerful that they will automatically match the listings you have and leads that would be interested in them. Others will let you create drip campaigns for promoting a specific listing, saving you the time and effort you would otherwise devote to writing and sending emails.
At the very least, CRM programs for real estate should provide a specific page for each property you manage. This is the place where you can save all the relevant information about it such as owner, location, size, inspection dates, open house dates, and more. Being able to upload pertinent documents makes your job easier too.
Even though you will probably communicate with leads on other platforms, like social media or Zillow, you can’t do without a powerful email platform. Most communication with prospects, leads, and clients is carried out via email these days. Without a CRM for real estate brokers, you could spend your entire day sending and replying to emails. And you could still fail to reach out to a lead or two at the right time.
An efficient CRM will allow you to create drip email campaigns that will bring you more business. Drip marketing is a great way of giving your prospects the attention they need at the right moment. And the best part - it will cost you only the initial time investment.
With this set-it-and-forget-it feature, you’ll be able to focus on other vital tasks. The right CRM for realtors will free your schedule for more property showings and meetings with leads. All the while, you’ll rest assured knowing that your prospects and leads are getting updates from you via email.
Regardless of how comprehensive a CRM is, there will always be something missing. And besides, you must already be using some programs to run your business like real estate database software or real estate lead generation tools.
It would also be safe to assume that you and your reps use Google calendar or MS Office to stay on track of your workload. Maybe you use Zapier to automate some of your work processes. Or you might use Evernote to store and share important documents.
Whatever the software you and your team currently use, it’s beneficial to integrate it with your CRM real estate tool. Even if you stop relying on the old apps over time as you get more comfortable with the CRM, you will want the integration feature in the beginning.
You spend a lot of your time outside the office. You are meeting with clients, staging homes for showings, organizing open houses, or driving buyers all over town.
That’s why you need a real estate CRM that has a mobile app. Does it support both iOS and Android operating systems? If it doesn’t have a mobile version, is the website at least optimized to function well on a smartphone browser?
A CRM review wouldn’t be complete without pricing information. You want to go with a solution that streamlines your processes and increases your productivity, sure. But you want it at a reasonable price. That’s how we feel too. So we eliminated the ones that are overly pricey. There are also some free real estate CRM platforms you could explore, but in our experience, they are not nearly as helpful.
7 Top Picks for Real Estate CRM
- Propertybase CRM
- Wise Agent
- Follow Up Boss
- IXACT Contact
Real Estate CRM Reviews
Propertybase ReviewGET STARTED
- ⦿ Website Builder
- ⦿ Interactive Maps
- ⦿ Reports for All Team Members
- ⦿ Email and Newsletter Template Builder
- ⦿ Transaction Management
Propertybase CRM has the most comprehensive suite of digital tools a realtor could wish for. Not only are its key features robust and up-to-date with industry trends, but Propertybase has a slew of additional features that match the needs of well-developed brokerages. This comes as no surprise since Propertybase was created by experts from Salesforce.
We love the fact that Propertybase lets users create their own fully customizable websites that are connected to the CRM platform. Once you create your company website, it feeds the CRM information into a database that you can access from a unified dashboard.
You can easily create menus according to neighborhoods you have listings in, knowing that local SEO is taken care of automatically. Real estate companies employing many agents will love giving every agent a dedicated page where they can showcase their experience and current listings.
Propertybase has amazing real estate contact management software features. This CRM for real estate agents goes above and beyond to automate contact management so you can focus on other important tasks.
Leads created on your website, through your newsletter, and via referrals are all added to your sales funnel. You can then group them into categories according to their budget, timeline for buying, or any other criteria. Set reminders and tasks, then watch the lead move through the pipeline until you close the deal.
You can express appreciation for existing clients by congratulating the anniversary of their purchase. Showing that you care increases your referral business and the number of returning clients.
Propertybase customer relationship management software lets you store information about your leads and clients like their kids’ and pets’ names, birthdays, and other important dates. Set reminders and you’ll never miss an important date - nor an opportunity to nurture leads.
Because Propertybase is both a real estate CRM and website builder, it provides above-average listing management features. The software allows you to import multiple pocket listings and MLS feeds. Then you can overlay the maps on your website with lifestyle information your leads will absolutely love.
For example, besides your available properties, users may also see information about local schools, hospitals, and YELP data about nearby stores and restaurants. Propertybase is a top real estate CRM because it goes the extra mile and lets you go the extra mile too, establishing yourself as a leading realtor in the area.
What’s more, the software streamlines your sales process by automatically matching listings with the leads whose check-boxes match. Reach out to leads via email whenever a new listing that piques their interest pops on the market.
Propertybase wouldn’t have made our list if it didn’t have a powerful email system that facilitates marketing and relationship nurturing. Reaching and engaging with your contacts is made easy with mass email and drip marketing campaigns.
After you dedicate the time to come up with an effective drip email strategy, you won’t have to spend time writing or managing emails for every new lead. The CRM will send those emails automatically.
Property base CRM also lets you create and save email templates that you can use when sending regular or mass emails to contacts. On top of all that, you can track visitors’ website behavior and send follow-up emails based on it.
To give you an example, with this real estate CRM program you get alerted when the same person views a certain listing multiple times. Propertybase can be set up to recognize this behavior and respond with a friendly message offering more information and an invitation to visit the property. Or configure the system to send that email anytime it notices a behavior pattern you have defined. That’s an amazing time-saver that helps you close deals.
Propertybase runs laps around the competition when it comes to integration with other platforms. Even though the company offers an abundance of features that expedite your business activities, it is still compatible with more than 200 real estate apps and thousands of business apps on the force.com app exchange. The only thing that would make it better would be integration with apps available outside the Force suite.
This CRM for real estate is so jam-packed with helpful features it would be a real shame if you couldn’t access them on the go. Luckily, Propertybase has both iOS and Android apps that bring all the functionality of the software to you wherever you are.
Propertybase offers two plans - silver and blue. The silver plan includes all CRM features but excludes the website builder. It starts at $89 per user per month. With the more comprehensive blue plan, you’ll get the website builder module too. It costs only $10 more per month per user. If you don’t have an online presence - or if you do - it’s definitely worth the investment.
Wise Agent ReviewVISIT WEBSITE
Wise Agent Review
- ⦿ Unlimited Document Storage
- ⦿ Social Media Enhancement Feature
- ⦿ Automated Text Messages
- ⦿ Reports
- ⦿ In-App Calls
Since it was founded in 2002, The Wise Agent has established itself as one of the best providers on the market. Wise Agent is a well-rounded platform, trusted by thousands of agents of different experience levels.
The software’s built-in call app is especially useful. It lets you call contacts directly from the Wise Agent dashboard. The time and date are automatically recorded. You can also set up reminders for calls that need to be made today or in the near future. The little notes you leave after the call help you pick up where you left off during your next interaction.
We also like the social media enhancement feature offered by this CRM software. You know that the real estate business revolves around relationships. And the more info you have on your leads, the better relationship you can establish - and that means you’ll show them listings they can’t resist. All of that is good in the perfect world. In this world, sometimes all you get is the email address.
Wise Agent’s social media enhancement feature scours the internet to find all the available information related to the prospect’s email address, helping you gain more insight into who the lead is. Information is power, and Wise Agent goes out of its way to give you plenty of it.
If you are a seasoned broker with many contacts you will love the import option on this realtor CRM. It lets you import as many contacts as you wish, thanks to the unlimited storage it provides. The process is automated so it requires minimum effort - just a few simple clicks. The best thing about it: You can sync your Wise Agent contacts with contacts from Google and four other platforms, including Outlook and Dotloop.
Like the other top competitors, Wise Agent categorizes leads according to their origin. You can further assign them subcategories and include them in drip email campaigns.
Or you can send an automated text message. For example, you might thank them for sharing contact information and invite them to see a property. The text message feature accelerates the buying process, and makes leads see you as a dedicated and proactive agent. All things considered, Wise Agent offers a tried-and-true real estate client management software platform that is trusted by thousands of agents.
Wise Agent might lack Propertybase’s unique listing management options - like the possibility of including lifestyle information on your maps - but it has a trick or two up its sleeve.
The first is the Property Enhancement Tool. This CRM property management feature essentially allows agents to create data-rich reports about each of the listings from their database. You can include information about real estate characteristics, owner, and sale, accessing it at any time or sharing it with your team.
The second is simply named Checklists and It’s located in the Transaction Management tab. It centralizes information about your listings by letting you insert all the relevant data about each property. When you create a checklist, you can connect a specific contact to the property. You can also use this tool to keep track of critical dates and to create tasks so nothing gets overlooked. What’s more, you can attach all the relevant documents to the checklist so you’ll have everything in one place.
What makes Wise Agent one of the best platforms is its top-of-the-line email module, which will let you spend more time at meaningful meetings with leads and clients. You can create each template on your own or go with Wise Agent’s industry-tested templates. Either way, each lead will get the attention they need at the moment you decide. And you will have typed each email only once.
Setting this software is the fact it lets users create newsletters in English and in Spanish. You can stay in touch with leads and clients by sending them amazing newsletters in either language. Wise Agent lets you customize every detail or simply use industry-standard templates that work.
The good news continues with video email integration. Those used to sending video messages in emails for a more personalized touch will be happy to learn this CRM is compatible with Bomb Bomb. The option of sending mass emails is another feature that lands Wise Agent on our list.
This CRM will not force you to forsake the tools you are already using. On the contrary, you can integrate them. Over the years, Wise Agent has made partnerships with all the major players in the real estate software industry, including Zapier, Cloud CMA, Bomb Bomb, Mojo, and Equifax. Of course, the system integrates with Outlook and Google’s apps.
Wise Agent does have one area where we see a lot of room for improvement. At the moment, a Wise Agent mobile app does not exist. In our opinion, a CRM for a realtor needs to be available on mobile devices to cater to users’ needs. On the bright side, Wise Agent reviews point to the fact that the website is optimized to work well on phones and tablets. This solution is second-best but it still brings your office to your fingertips wherever you are.
Wise Agent Pricing
This amazing real estate agency software provides excellent bang for the buck. You and three team members get almost all the features Wise Agent has for just $29 a month. If you go for the annual plan, you get complimentary one-on-one onboarding. There’s also a Custom Enterprise billing plan that depends on your business model. If you want access to the Social Media Enhancement feature, you’ll need to pay $5 a month more.
Follow Up Boss Review
- ⦿ Unlimited Document Storage
- ⦿ Automated Text Messages
- ⦿ Comprehensive Reports
- ⦿ Power Dialer
- ⦿ Pulls Social Media Information
LionDesk was founded in 2014 and it has gained many satisfied customers since. Before we dive in and evaluate the essential criteria of this estate agent CRM, let’s have a look at some of its bonus features.
When we compare Wise Agent vs LionDesk, we see that both platforms try to gather as much information as possible about your contacts. Wise Agent came up with a special name for this feature, calling it social media enhancement. LionDesk has no name for it, but the feature is still included and every bit as helpful.
Weighing the two products against each other further, we can say that LionDesk wins the video emailing round. In Wise Agent, users can connect the CRM with their paid Bomb Bomb account and send video emails to their contacts. LionDesk has a built-in video email feature, which means you can save money on your Bomb Bomb subscription.
Among handy-but-not-indispensable features is the power dialer. LionDesk CRM has one that lets real estate agents speed through their lists of contacts while it records the calls.
For a realtor, contact management needs to be clearly laid out and easily accessible in one place. LionDesk is a real estate broker CRM that caters to this need perfectly. Under the Contacts tab, users can find all the information they need about a particular contact: name, social media data, birthday and other important dates, home purchase anniversaries… basically everything you need to nurture caring relationships with your contacts. LionDesk even lets you attach documents related to a particular contact for a hassle-free search.
LionDesk’s real estate lead management software capability is powerful. Whether your leads come from Zillow, your Gmail account, or Facebook, the system classifies them accordingly. Realtors can then put them in subcategories they create called tags.
Liondesk reviews always mention one flaw of the centralized contact management system of this realtor CRM software. Compiling all contact info on one page requires a small typeface that some users find illegible.
Just as contact management is kept nice and simple in LionDesk, so is property management. You can create your own pocket listings or import MLS listings from all major websites, including Zillow and Realtor.com.
When you add a property to the database you can connect it to a contact. To prevent critical information from falling through the cracks, there is the option of including all the important dates related to the property - when it went on the market, open house dates, close date. You can also set reminders for the tasks you need to complete, like calling a repairman or an inspector.
Useful features continue with property-specific drip campaigns. When you close a deal to represent a seller, you can come up with a series of emails for potential buyers. Unfortunately, this CRM doesn’t match listings and leads automatically as Propertybase does.
The LionDesk emailing platform leaves the competition behind. Like other leading platforms, LionDesk has drip email campaigns that help you engage leads without spending too much time typing emails. What sets it apart is that you can help yourself to other users’ messages. When you’re not feeling inspired but you still have to come up with a campaign, you can search a database filled with thousands of emails used by other agents. Edit the messages to make them your own and press Send.
With LionDesk, it’s easy to see which outreach techniques work and which don’t. Under the Marketing tab, you’ll find information about open and click rates for emails you have sent. You can use this information to improve the ones that are underperforming.
Another unique LionDesk feature is called Blended Campaigns. It lets you reach out to your contacts through different channels - email, text, and video. Design a multi-platform campaign, add contacts, and gain insight into leads’ behavior with open rates analytics. Here too, you have the option of creating your own material or using content created by other realtors.
CRMs for real estate that don’t offer integrations with other tools are difficult to adopt. Old habits die hard, as the saying goes. LionDesk lets you ease into abandoning some apps.
When you first start using this CRM you’ll be glad it is compatible with tools you might be already using like MailChimp and Dropbox. As you grow accustomed to storing important documents in the CRM, you’ll use Dropbox less. But the fact that you can do it at your own pace is a big win, according to Lion Desk reviews.
As a matter of fact, this CRM software for real estate agents is compatible with more than 100 apps used by professionals around the world. It integrates with the entire Google Suite, Microsoft Office, GoToWebinar, Podio, Facebook, Instagram, and Magneto, to name just a few.
LionDesk has both an iOS and Android app so you can add contacts and listings to your CRM while in the field. Unfortunately, the Liondesk app didn’t receive the best feedback. Both Apple and Android users are complaining that the app doesn’t load well. They also say it crashes sometimes.
LionDesk is the most affordable option on our list. Its Pro Plan starts at just $25 a month. It’s ideal for solo agents who won’t be sending more than 5,000 outbound emails per month. The Pro Plus plan goes for $49 per month. It lets you send 20,000 emails and includes outbound texts and 100 video emails per month. LionDesk also offers an Enterprise Plan for bigger teams.
EngageBay ReviewVISIT WEBSITE
- ⦿ Drip marketing
- ⦿ Landing page builder
- ⦿ Automated marketing funnel
- ⦿ Gamification of sales process
- ⦿ Various integration options
EngageBay is arguably the best software for real estate agents when it comes to marketing, sales, and managing your team and clients. Other CRMs typically offer one too many tools and integrations that are ultimately expensive, clunky, and, if we’re honest, unnecessary, while EngageBay keeps it very balanced. So, if you’re looking for help attracting new clients and making more sales, look no further than EngageBay.
The best aspect of this CRM is that it is designed to automate the whole process with little to no stress. It doesn’t require any technical knowledge to set up and is one of the cheaper products available.
EngageBay excels thanks to its simplicity and its many valuable tools for managing contacts and leads. The process is easy to understand for both managers and employees, while the tailored tools allow for excellent communication with your leads and contacts.
Since you can organize all of your contacts within the same dashboard, you can effortlessly manage and nurture your relationship with your clients. You can use the same dashboard to make calls with your clients, making it one of the most comprehensive real estate contact management systems out there.
EngageBay Call Scripts can help your agents perform excellent calls every time, and you can use the reporting feature to check each team member’s progress. The opportunity to gamify your sales dramatically helps maintain your employees’ productivity.
Excellent analytics allow you to find room for improvement, and you can rely on automated tasks and appointment scheduling to take these time-consuming tasks off your plate.
While EngageBay is excellent as a tool for managing your clients and your team, its Real Estate CRM lacks an option for handling listings. You cannot add properties to the CRM or include them in the process in a more meaningful way.
Hopefully, EngageBay will soon improve on this. In the meantime, it remains an excellent way to keep track of your clients and listings even without this specific feature. You can use the software to create conversion forms and effortless landing pages that will showcase the properties you’re helping to sell or rent.
This CRM offers a multitude of options when it comes to email marketing solutions. One of its best features is the ability to set up automated responses. This means you no longer have to type the same thing over and over again. You can also send emails in bulk (known as email broadcast), send personalized emails, and track your metrics to help improve customer engagement.
It comes with quite an impressive number of customizable email templates, which you can further modify using a simple drag-and-drop builder. Once you have your templates set up and ready to go, you can segment your list and automatically send emails with EngageBay.
EngageBay also offers email A/B testing, double opt-in email, as well as the RSS to email option, which will automatically share your new blog posts with your clients via email. Its advantage over the competition lies in providing drip campaigns, making it excellent for those who rely heavily on email marketing.
EngageBay also offers an exciting tool for creating a multichannel campaign. In essence, it allows you to connect all your social media accounts and run them through its system.
EngageBay has quite a list of impressive integrations, each of them helping you get the most out of your sales and improving the process of finding and selling properties.
The list of integrations is almost endless, and that’s what helps it remain one of the top CRM systems for real estate. Zapier is the most helpful integration; it will save you plenty of time every day by allowing you to connect all the apps you need to your EngageBay CRM dashboard.
The Xero integration will help you handle invoices. PieSync will help keep all your data and information distributed across more than 250 apps you might be using to sell those properties.
Suppose you’re already using an API to help you communicate with sellers and buyers via email. In that case, the good news is that EngageBay offers integrations with quite an impressive number of these providers. You can integrate the software with with Mailgun, Mandrill, Postmark, and SendGrid.
EngageBay also offers free real estate CRM software in the form of an app available for iOS and Android to ensure that you can make those sales on the go and contact your clients even if you’re away from your computer.
This app’s most notable feature is its live chat option, which allows you to provide prompt messaging and support to your clients. It is an excellent solution for checking your tasks while you’re on the go, but you can also use it to keep your performance in check, manage your team, and keep in touch with your social media profiles, all from one place.
The mobile app doesn’t currently have many reviews on the App Store, but the first and only one gave it 5 stars and mentioned that it makes life much easier. On the other hand, Google Play has some more reviews for the app, with the average score being 4.3.
EngageBay pricing is divided into four tiers. That’s because you can choose to purchase a segment of this CRM instead of the whole deal. You can buy the Marketing deal, only the Sales Bay & CRM, just the Service Bay, or an all-in-one solution.
Each of these solutions is entirely free for up to 1,000 contacts or 1,000 branded emails, so you can always try this free CRM for realtors out on a small scale. The price for an all-in-one solution, for example, starts at $8.99 per user per month. Included in that price, you’ll get up to 15,000 contacts and 10,000 emails. These numbers are more than sufficient, since they come alongside handy features like a landing page builder, lead scoring, and third-party integrations.
Realvolve ReviewVISIT WEBSITE
- ⦿ Free Webinars and Tutorials
- ⦿ Tweakable Workflows
- ⦿ Automated Text Messages
- ⦿ Advanced Reporting
- ⦿ Transaction Management
Realvolve CRM is a complex example of realtor software with a long learning curve. But once you figure it out, you and your agents will feel like a tremendously important and capable member has joined your team.
Revolve CRM meets all our evaluation criteria and then some. With this in-depth tool, you can keep track of tasks as big as managing transactions and as small as assigning who puts up a “house for sale” sign.
What distinguishes this real estate software from the competition is its advanced workflows. Realvolve lets users create automated workflows for each specific customer, each unique property, new leads, or a group of existing clients. You can customize them yourself or apply the workflows supplied by Realvolve.
Another incredibly useful feature of this CRM is its real estate transaction management software. In Realvolve’s Transactions tab, you can record all the information concerning a sale. Save the basic data about the property. Connect the people who are involved. Upload documents related to the transaction. See the timeline of events that lead to closing the deal. Calculate your commission. You can even add a map of the area and pinpoint the location of the property. The fact that some competitors lack this feature and Realvolve offers it in such a detailed version is astonishing.
When you create a contact in Realvolve, you can save more information about that person than in any other CRM software for real estate. Add names of the contact, spouse, and children - plus the person who referred them to you. You can record important dates in your relationship like when you closed the deal or when they moved in. If you know their annual income you can save that too. There are fields for storing all this data, not just notes as with other platforms.
In this robust real estate client database you can also connect the contact’s social media profile so you can gain more insight into what the person is like. Realvolve CRM lets you tie a contact to a property and upload an unlimited number of documents by dragging and dropping.
For each contact you have, you can keep track of showings and transactions too. You could get lost in so much information. But this real estate agent tool has a top-of-the-line search option. You can filter information according to any parameter you can imagine or you can type in names, addresses, tags, words, or even phrases to find the data you are looking for.
Realvolve offers one of the best property management software listing managers. Even though it provides agents with a rich library of data for each property, all the vital information is visible in a simple, clean user interface. If you have more than one buyer interested in a property, you can easily connect all the parties participating in the purchase. Not just every potential buyer but the seller too.
In this CRM, you can upload photos and a portfolio pertinent to the property you are working with. On the “Radar,” which is like a main page for every listing in your database, is where you keep track of important tasks and activities. The Radar will show every task you already completed as well as the upcoming ones.
Realvolve’s creators took into account the fact that every deal is unique. So they created a property management CRM that lets you make a special workflow for each listing. This automates the process but it still gives you the flexibility to cater to everyone’s individual needs. Once the property is sold, you can see the commission you or your employees made on it.
This CRM delivers in the communication section as well. When you get a new lead, you can add it to a workflow. The lead will receive emails and text messages that you created for that workflow. Once a client responds to your automated messages, the workflow is stopped and you or your agents take over the communication.
Realvolve saves you time by letting you customize and send bulk emails to your contacts. You can also create a drip marketing campaign in email and text form. Setting up these workflows for drip marketing seems a little complicated to some users according to Realvolve reviews. However, they can find extensive explanations in both a video format and a PDF on the Realvolve website.
CRM platforms need to integrate with other software, since top real estate agents already use some tech for running their business. Realvolve has made sure that the transition from other CRMs to it is seamless. You can easily import all your data from the CRM system you used before.
Realvolve is on par with major competitors. You can connect it to your Google account and another 1,500 apps using Zapier. Among them are Mojo, MailChimp, Bomb Bomb, Facebook, Gravity Forms, Zillow, and Real Geeks.
Realvolve CRM has apps for Android and iOS. Both allow you to keep an eye on your business even when you’re away. According to user reviews on the AppStore, the iOS app is among the best realtor apps.
Unfortunately, Android users aren’t raving about the Realvolve app. They say it offers a lot less functionality than the iPhone version.
Depending on how big your enterprise is, you’ll choose one of Realvolve’s four billing plans. The $49 per month Pro plan is best for realtors who work alone. If your team has up to five members, the Pro+ plan will be your best option. It goes for $238 per month.
The Team plan will satisfy the needs of brokerages that employ up to 10 agents. You can expect to pay $392 for that monthly subscription. Teams of more than 15 people need to inquire with Realvolve for pricing information.
IXACT Contact ReviewVISIT WEBSITE
IXACT Contact Review
- ⦿ Website Builder
- ⦿ Free Webinars and Tutorials
- ⦿ Pre-written Newsletter
- ⦿ Templates for Drip and Mass Emails
- ⦿ Mass Text Marketing
IXACT Contact is a well-rounded real estate CRM software platform that offers a bunch of extra features that will make your day-to-day activities easier. They will also attract more leads to your real estate pipeline.
Realtors who are just starting out will appreciate the website builder feature the most. With minimum effort, you can create a professional-looking, polished website. IXACT Contact gives you 16 pages of content, a blog, social media integration, and multiple lead-capture forms.
Some of the best real estate agents are really bad at writing. IXACT Contact creators are aware of this pain point as well as the fact that a well-written newsletter matters, which is why they provide you with a professionally written newsletter every month. You can send it to your contacts without engaging in the dreaded writing activity and reap the benefits.
IXACT’s Social Stream option stands out among the platform’s additional features. It searches reputable publications for real estate-related articles, then posts them on your social media accounts, directing leads to your CRM.
IXACT Contact is a top-notch real estate CRM and lead generation tool. You can import contacts from your phone and your email, or you can add them manually. Advanced CRM programs for realtors automatically create contacts from people who leave their info on your website or Zillow. IXACT Contact does the same.
Once a contact is saved in your real estate customer management software, you have the option of classifying it as a hot or long-term lead, a past client who is a strong referral source, an A-list client, or whatever suits you. You can add plenty of information about that person on the dedicated contact page. IXACT Contact has minimized vertical scrolling by hiding fields you haven’t populated with data.
Every contact has an Activity tab in which you can see your previous communications as well as tasks you completed and upcoming ones. The Social Intelligence tab holds information about a contact and their spouse, gathered from their different social media profiles.
Lead nurturing is easy with this CRM. Just go to the Keep in Touch tab and set reminders for important dates. Or add a contact or a group of contacts to a drip marketing campaign.
Property management is handled in the Active Business tab. In it, you can add all your active listings. The interface could be a bit more intuitive. To see the information about a specific property you must navigate to the Active Business tab, then the Active Listings and Buyers section, and then click on the address of the property.
Some of the other real estate agent software platforms have made this feature more accessible. Nevertheless it is available in IXACT Contact too. And when you get to it you will be able to enter data like the property market value, commission fee, the agent who is working with the property, connected contacts, and uploaded documents.
This CRM has an emailing feature that leaves all of its competitors far behind. It lets you create a unique header and signature that you can include in your email communication. This will give you an air of professionalism that will make a good impression on prospects.
An even better impression will be achieved with the monthly newsletter. And the best part is you don’t have to lift a finger to write it. It comes from IXACT Contact’s marketing specialists. You can send it as is or modify it before sending.
The advanced drip marketing feature earns this platform a spot on our list. Not only can you choose from a variety of templates, but you also get advanced reporting. You can see how many emails get opened, what links get clicked and shared. The system even takes care of unsubscribing for you.
IXACT Contact makes it really easy to stay on top of your contacts. You can send them graphic e-cards for their birthdays and move-in anniversaries, or warm wishes on holidays. Create e-flyers to promote a listing and to announce closed transactions.
Unlike most other platforms, IXACT Contact even offers a direct-mail feature. You can select a template for your letter, then customize envelopes and labels for the letters you send to prospects.
This CRM might not integrate with hundreds of other programs, but it does cover the most common and important ones. IXACT Contact is compatible with big lead capture websites like Zillow and Homes.com - plus lesser-known ones like iHomefinders and FiveStreet.
Like other leading CRM programs for real estate, IXACT Contact integrates with Google Contacts and Google Calendar as well as with Microsoft Outlook. To incorporate video into your emails, you can add the Bomb Bomb extension.
The IXACT Contact app gets incredibly good reviews on both the App Store and Google Play. iPhone users give it 4.5 stars out of 5, saying it works without any hiccups, covering most of the features found on the desktop version.
Android users gave it even a higher rating - 4.6 stars out of 5. They too are happy with how it works and what it delivers. The only complaints are about slow loading time.
IXACT Contact Pricing
This versatile CRM system delivers a multitude of great features for a reasonable price. If you work alone and you go for IXACT Contact, you’ll pay only $33 a month. Every additional account cost another $23 per month. Certain add-ons will cost you extra, like the Social Stream ($20/month). Committing to an annual subscription plan reduces the price by 15%.
Follow Up Boss Review
- ⦿ Free Webinars, Tutorials
- ⦿ Expert Advice
- ⦿ Hot Sheet Reminders
- ⦿ Follow Up Filters
- ⦿ Built-in Dialer
With this CRM for real estate, you’ll stay on top of your lead follow-up game, as Follow Up Boss really lives up to its name. Follow Up Boss CRM is great for growing brokerages, as you can easily add users. Once the new agents are in your system, you have the option of supervising their activity and offering constructive feedback for closing more deals.
Even if you fail to see room for improvement, Follow Up Boss monitors your team’s progress. Yours too. Follow Up Boss will reach out to you to ensure you’re leveraging best practices and maximizing your sales opportunities.
Among other great features of this CRM software for real estate businesses, we’d like to point out the built-in dialer. You and your agents can call leads directly from the Contacts tab. You can add a written note to call records.
Follow Up Boss is one of the best contact management software packages on the market. It’s got a leg up on the competition since it lets agents import leads from virtually any real estate website. Zillow, Trulia, Real Geeks, RealMax, referrals.com, homes.com - the list includes 200 more. With a list this long, Follow Up Boss outperforms all the other top CRM systems we’ve reviewed.
Once a new lead is in your contacts database, you can manually assign it to an agent on your team or you can turn on one of the two automated options. For example, one agent can be in charge of all Trulia leads, while another can deal with all the leads that come from Zillow. Alternatively, you can turn on the round-robin lead-assignment feature.
Follow Up Boss’s real estate contact management feature is unique because it sends each and every user daily Hot Sheet emails. In them is a list of leads the agent should contact that day and a reminder of all daily tasks that need to be completed.
With this CRM real estate tool you will ensure every contact gets attention at the right time. Generate a list by selecting, for example, new leads that come from your website that you haven’t contacted yet. Or leads you haven’t reached out in a few days. Or the ones you texted two days ago. Admins can create such lists for themselves and for each team member.
As amazing as Follow Up Boss is with contact management, it sadly lacks a listing management feature. The company focuses exclusively on being a real estate customer relationship management solution and it doesn’t provide tools for managing properties. You cannot enter your pocket listings in this CRM and there is no MLS integration.
On the bright side, however, is the fact that Follow Up Boss integrates well with your IDX. The CRM alerts agents about the properties that are getting viewed by prospects. This useful piece of information can be found in the Reporting menu.
Follow Up Boss organizes and stores emails very practically. In fact, not only emails but also calls and texts get recorded on the contact page. Regardless of whether it was an automated email that got sent or an email written by one of your team members, each is recorded chronologically. This gives both admins and agents a great overview of communication with contacts.
In this real estate specific CRM, emails you exchange with leads can also be found under the Inbox tab. Your CRM inbox is connected to your email account but the Follow Up Boss inbox clears the clutter. There are no promotional or personal emails - you can see only the communications between yourself and your contacts.
When responding to an email, you can type the reply or use a template. Like its competitors, Follow Up Boss lets you create and send a series of emails to newly added leads. Once the lead responds, the automated emails stop and communication is resumed by an agent.
A drawback of this CRM for real estate brokers is the fact it does not create drip marketing campaigns and newsletters.
Follow Up Boss lacks some of the useful features that its main competitors have, but it more than makes up for it by integrating with so many other apps and services. It integrates with Gmail, Google Calendar, and the rest of the Google Suite, for starters.
It is compatible with many real estate website solutions like Curaytor, Real Estate Webmasters, and Kunversion. You can connect it with chat apps like ReadyChat, too. Further, it works with popular apps like Dotloop, Zapier, Bomb Bomb, MailChimp, and Facebook ads.
Top rated CRM for realtors apps bring all the important information to realtors wherever they are. This means having a great mobile app. Follow Up Boss has one for both Android and iOS operating systems.
When a lead gets added to your contacts database, you will get an email and a text message. If you are on the go, you can reach out to new leads the same way you could if you were sitting at your desktop computer.
You can email, text, or call the lead, and the interaction will be recorded on the contact’s page. If you make a call, CRM apps for real estate agents will prompt you to leave a little note, just as if you had used the CRM on your computer. Follow Up Boss reviews from the Apple App Store are much better than the ones from Google’s Android Play Store - 4.3/5 versus 2.8/5.
Follow Up Boss Pricing
Follow Up Boss offers three payment plans. The Grow plan encompasses all core CRM features and tools like batch emails and two-way texting. Its cost is $69 a month per user. The Pro plan adds in numerous features like call lists, call recording, a dialer, and White Glove CRM Integration. This plan will set you back $499 a month for up to 10 users. You’ll get two months for free if you subscribe annually.
The Platform plan is perfect for big brokerages that have 15 people or more. It costs $1,000 a month. This plan brings priority support, a dedicated success manager, deep website integrations, and more.
If you are not tech-savvy you might even be wondering what does CRM stand for? CRM is short for customer relationship management. It is a software tool that helps salespeople be more productive. Over the years, these tools have become very popular. There are some that can be used across different industries and others that are industry-specific.
The CRM acronym means customer relationship management. However, in real estate, it can mean a lot more. The best CRM tools for real estate agents have evolved into robust apps that help with more than just managing customer relationships.
They are used for listing management, marketing campaigns, reporting, and supervising team activity. The list of real estate companies that use them goes on forever. And realtor ratings are nothing but positive. Real estate agents are unanimous - with CRMs they close more deals.
In your search for the best real estate contact management software you’ll come across some free CRMs. Some of those solutions might meet the needs of a realtor who’s just starting out and doesn’t have too much business. But in our experience - and according to real estate CRM software reviews - these platforms leave a lot to be desiree. Some reviewers consider Zillow Premier Agent to be the best free CRM for real estate. Others say that Realoffice360 is the best free contact management system for realtors.
Apple users prefer to stick with Apple. And that’s perfectly understandable. When your business is on the line, you want to get the solution you consider the best. Yet there are very few CRM platforms built specifically for Apple products. Daylite is one of them. If you check out the programs from our real estate CRM comparison tool, you’ll see that they are cloud-based and that they operate across devices, no matter what operating system you use.
It’s impossible to give a universal answer to this question that would apply to all the real estate agents and brokers in the business. It depends on many factors. The number of agents who work for you. The source of your leads. Whether you have a website or not. However, our list is filled with six of the best applications on the market.