A free real estate CRM is an essential tool for any agent looking to move beyond a transaction or two a year. Good customer relationship management (CRM) tools help you organize your contacts, establish a consistent communication plan for each client, and ultimately close more deals.
Most real estate-specific CRMs come with a price tag. When your budget is tight, knowing which free options can bridge the gap until you can afford a paid version is critical. We’ve compiled a list of the seven best free CRMs in 2021.
To determine the top-notch performers, we evaluated platforms based on ease of use, communication tools, automation options, contact management features, analytics, customer support, and upgrade options.
Here are our picks for the best free real estate CRM platforms of 2021:
7 Best Free Real Estate CRMs of 2021
|Free CRM||Best For|
|Insightly||(Best Overall) Agents looking for an efficient CRM with comprehensive analytics|
|IXACT Contact||Real estate agents who want to integrate their CRM with their marketing and automate their workflow|
|Freshworks CRM||Agents who want to build relationships with personalized communication|
|HubSpot||Real estate agents who want a customizable CRM|
|RealOffice360||Real estate agents who want a beautiful interface and a great pipeline management system|
|Agile CRM||Seasoned agents who are data-driven|
|Bitrix24||Real estate teams|
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Now that we’ve explored who each CRM is best suited for, let’s dig into each one in a little more detail.
Best Overall Free Real Estate CRM: Insightly
Insightly is a CRM that packs a ton of great features into its free product, many of which help real estate agents organize contacts and leads, as well as set up email campaigns and an outreach schedule.
Free for solo users or teams of two, the Insightly system is contact-based and task-oriented. In other words, Insightly really shines when you use it to create to-do lists (called projects) for each of your contacts, then start checking off those tasks.
While the customization opportunities within the free platform are limited, Insightly offers many benefits for agents who get an endorphin rush from completing tasks. The free version of Insightly’s contact fields and templates for things like email and pipelines are set in stone. It also limits the number of contacts you can store in the system to 2,500. But, by the time you start getting close to exceeding this limit, your business will be at a level where a paid plan makes sense anyway.
Best Insightly Feature for Real Estate Agents: Robust Analytics
Insightly offers some surprisingly robust analytics with their free plan. The email analytics give great data about open rates, times, locations, and even operating systems for your recipients.
This data can be used to help customize your future messages, thereby upping your conversion rates and improving your performance.
Speaking of performance, Insightly’s task-oriented nature provides data points on an agent’s performance, translating into sophisticated and advanced analytics. While you don’t get many options for customizing your dashboard, Insightly offers many helpful metrics, like contact reports, team reports, and overall opportunity reports. These more than make up for any lack of customization.
These numbers do a great job of telling the story of your performance at every stage of the pipeline.
Where Insightly Comes Up Short: Overall Customization & Support
The two major challenges of the Insightly free CRM are the lack of customization and customer support.
As a free subscriber, you’re unable to change some of the more generic sales language on the interface to real estate-specific labels, which means there’s a bit of internal translation necessary for real estate agents. Not a huge deal, but if you’re onboarding a new team member or are new to the business yourself, these extra steps can be a hurdle at first.
Also, Insightly does not offer any sort of person-to-person customer support on their free plan. They provide a robust learning library and some very helpful forums, but if you’re looking to speak to another person, you’ll have to upgrade to the paid plan.
For real estate agents looking for a more customized experience, HubSpot is a great alternative to the statistical powerhouse of Insightly.
Insightly Upgrade Options
When you’re ready to upgrade, Insightly offers some very affordable options. The Plus plan gives you great features like unlimited users, a handy Mailchimp integration, lots of field customization, and a whole bunch of email templates—all for $29 per user, per month.
The $49 per user, per month Professional plan adds virtually limitless customization, email scheduling, and automation, as well as a more advanced lead assignment and team management suite. The Enterprise upgrade costs $99 per user, per month and makes the Professional plan available to everyone in your office.
Final Thoughts on Insightly
There is a lot to do on Insightly’s free CRM platform—enough to keep most real estate agents busy for quite a while before needing to upgrade. Because Insightly is so dense with options, it can take a little time to get up to speed, but once you do, this is a free real estate CRM that boosts accountability and data-driven decision-making.
Best Free Real Estate CRM for an Integrated CRM / Marketing Experience: IXACT Contact
OK, full disclosure, IXACT Contact isn’t a free real estate CRM like the other candidates on our list. Still, they offer a lengthy free trial of a real estate-specific platform with so many valuable features that they’re worthy of consideration. Plus, upgrading to their paid plan is reasonably priced relative to most real estate CRMs out there and requires NO CONTRACT. So if you’re looking for a free (or nearly free) option, you should consider IXACT Contact.
IXACT Contact’s primary value proposition is in its ability to integrate a lot of the work you do as a real estate professional into a single place. They offer a full-featured CRM complete with email marketing and easy-to-use automation, a Social Stream service that powers up your social media approach, a beautiful website, white-glove concierge service, and much more.
We maintain that the elusive all-in-one real estate platform still doesn’t exist, but IXACT Contact actually gets close.
Best IXACT Contact Feature for Real Estate Agents: Keep In Touch Dashboard
We get so many questions from readers that start with “How often should I …” The frequency of communication necessary to maintain relationships with our prospects, leads, clients, and sphere of influence comes up all the time. The IXACT Contact “Keep In Touch Dashboard” is a great solution.
As a contact moves through the CRM lifecycle, IXACT Contact adjusts the frequency of your outreach. It provides suggestions for email drip campaigns that might be beneficial. It also calls out important dates like birthdays or anniversaries that you note in a contact’s lead profile.
The Keep In Touch Dashboard is a simple feature with powerful results and precisely what you’re looking for in a real estate CRM.
Where IXACT Contact Comes Up Short: Only Free for a Limited Time
IXACT Contact offers a full-featured free trial to any new users for five weeks. No matter who you are, you can sign up for IXACT Contact, kick the tires, and find out if this platform is right for you.
If you’re a newly licensed (less than 12 months) agent, IXACT Contact offers you SIX MONTHS to use the platform for free, absolutely the best free trial available in the real estate CRM landscape.
Though we hate to complain about free stuff, it would be nice if IXACT Contact had a Free Forever plan like others on this list. Even a limited options / contacts plan would be attractive to agents who really can’t afford a paid CRM right now.
IXACT Contact Upgrade Options
Once your free trial ends, you’ve got some straightforward upgrade options with IXACT Contact. For $33 a month (billed annually), you get access to the CRM and its features, an automated newsletter, access to the mobile app, a website, and unlimited phone support.
If you want to upgrade your website to include IDX search, that option starts at $13 per month. Adding on the popular Social Stream feature is another $20 a month, plus a host of other a la carte options you can use to customize your CRM experience.
Final Thoughts on IXACT Contact
Even though IXACT Contact isn’t free forever, it is definitely worth checking out, especially if you’re a new agent and looking for your first tool. They have a powerful, real estate-specific CRM. They offer many great options if you want to upgrade your experience, and you don’t need to sign a contract to use IXACT Contact. Also, if you’re going to try out the paid version for a month or two, you can do so without penalty.
If you want to read more about IXACT Contact, make sure you check out our full-length review, or just click below to visit their site and get started.
Best Free Real Estate CRM for Phone & Text: Freshworks CRM
Freshworks CRM is a great free CRM option for agents who pride themselves on their communication skills. The Freshworks CRM Free Forever plan, called Sprout, gives real estate professionals with a lot to say plenty of different options to say it.
Sometimes one of the most frustrating parts of a free CRM platform is that communication options only start to ramp up when you upgrade to a more robust, paid plan. Not so with Freshworks CRM. You can send emails, send SMS text messages, and even route phone calls to yourself and your team on this platform.
Users have the option to upgrade their CRM to a paid version, unlocking a whole host of new abilities. A part of the Freshworks ecosystem, users can seamlessly integrate the Freshworks into other products like Freshcaller, Freshmarketer, and Freshconnect.
Best Freshworks CRM Feature for Real Estate Agents: Email, Texting & Phone Integrations
Most free real estate CRM platforms offer basic email communication, and that’s about it. With Freshworks CRM, you definitely get that, but you get so much more.
First of all, by adding a few technical details about your email account, you unlock full-blown two-way communication via email. The interface is just like you’d see in your native email browser but with all the bells and whistles that Freshworks CRM provides.
Secondly, using one of Freshworks’ text message partner providers, you can send and receive text messages from within the CRM window for as little as $.0075 per text or a monthly rate of $35 per month.
Same deal with the phone integrations, and you can purchase a phone number.
You can use the free version of Freshworks CRM to route calls to any phone you’d like, including setting up a rotation system so that leads are distributed to your team members.
Most free real estate CRM platforms require a monthly fee simply to access the option of paying for these extra services, so the fact that Freshworks includes it in its Free Forever plan is pretty great.
Where Freshworks CRM Comes Up Short: No Communication Automation Options
Despite all the fantastic communication options available in the Sprout plan of Freshworks CRM, one place it comes up noticeably short is in the area of email automation. To put it bluntly, there is none.
If you want to schedule an email, create a drip sequence, or any sort of communication that you don’t have to physically hit the “go” button on yourself at the time of sending, you need to upgrade. Stepping up to the first paid tier does unlock these options, but it would be nice to have at least a little something in the Free Forever plan.
Freshworks CRM Upgrade Options
Freshworks CRM offers plans for real estate agents at just about every level of their business.
The Blossom plan for only $12 a month provides all the tools that 90% of real estate agents will need, including automated workflows, a free caller integration, and lead analytics, to name a few.
If you’re working with a team, stepping up to the Garden plan for $25 a month might be the better route. You’ll get more sophisticated lead routing options and a few more flexible customizations for what you and your team are going to see on screen.
If you’re running a major operation, the Estate plan for $49 might be worth it for you, if only for the Reports Dashboard that gets unlocked here. When you’ve got a team of 15 or 20 people working toward the same goal, the long-term success of your operation hinges on your ability to measure your team’s efficiency and identify where you’re dropping the ball.
The Reports Dashboard allows you to do all of that, create detailed revenue forecasts, track deals in real-time, and compare agents and teams on several metrics.
The Forest plan for $79 pulls out all the stops, but most of the features you get at the Forest level aren’t as applicable to the real estate industry, so the juice may not be worth the squeeze.
Final Thoughts on Freshworks CRM
With so many ways to enhance this platform, whether they be paid add-ons or upgrades to the next level of services, users of the Freshworks CRM Free Forever Sprout plan have all sorts of room to grow in their business. But, that doesn’t mean that the free version of Freshworks CRM isn’t helpful, efficient, and easy to use.
Although this isn’t a real estate-specific CRM, it works very well in the real estate space and should be strongly considered by any real estate agent in the market for a new CRM.
Best Free Real Estate CRM for Customization: HubSpot
HubSpot is another CRM with a great free option. Unlike the task-oriented platform of Insightly, HubSpot’s bread and butter are the conversations you have with your contacts and their customization options.
HubSpot’s communication focus really shines with its contact outreach options. HubSpot integrates with your email provider, allowing agents to email straight from a contact’s profile. You can schedule these emails and utilize HubSpot’s real-time email analytics to track when your contacts are opening your messages and what they’re doing with them after they open them.
With a paid upgrade, you can also make calls straight from your dashboard, take notes on all your interactions, and even invite your contacts to schedule appointments with you using their Google Calendar integration.
Overall, this is an excellent platform for agents who want a customized communication experience with each of their contacts. If you thrive on details, HubSpot is a great choice.
Best HubSpot Feature for Real Estate Agents: Customization
HubSpot has a lot going for it, but we can sum up our favorite feature of the free plan in just one word: customization. Unlike other free CRMs, HubSpot’s free platform lets you customize just about every field, pipeline, template, and everything in between.
Since HubSpot is a non-real estate-specific CRM, this customization option goes a long way to making this platform feel more like home for agents who are still learning the terminology themselves.
One customization highlight for us is the 80 different fields you can choose from for a contact’s profile. Many of these fields are responsive, so that as your conversation and communication with your client evolve, so do the entries in each field.
For example, you can choose to display the last time you emailed your contact, their click-through rate, and even their website activity if they click on one of your Facebook posts linked to your site. When you’ve got an extensive contact database, finding the appropriate lead for a hot new listing can be the difference between a mediocre and a record-setting month.
Where HubSpot Comes Up Short: Email Automation
HubSpot doesn’t offer much in the way of automation other than scheduling one-off emails. Drip campaigns are powerful tools in the real estate business, so scheduling email communication one step at a time can be time-consuming. This feature is available in the upgraded marketing packages, starting at $50 per month.
Also, like most of the providers on our list, the customer support for the free option is basically non-existent with HubSpot. There are many user forums online where users help one another, but official customer support from the home office is reserved for paying customers.
HubSpot Upgrade Options
HubSpot offers a la carte add-ons to its free package, including upgraded sales, marketing, and service add-ons, as well as an advanced content management system for your website. Having all these options is great, but it also means that costs can add up quickly when upgrading HubSpot.
You can package these items together into the HubSpot Growth Suite, which runs $113 per month, or turbocharge the platform with their Professional Suite upgrade, a whopping $1,200 per month.
Most of the Professional Suite upgrade features aren’t that useful for most real estate agents. Still, the Growth Suite brings together many expanded toolset and automation options that agents would find helpful.
Final Thoughts on HubSpot
HubSpot is a great platform, and we were back and forth on whether to name this our best overall platform. Ultimately, we decided this was a close second to Insightly. As much as we love all the customization options, drilling down into the minutiae of every single detail can get distracting if you let it. Overall, HubSpot is a fantastic product that would benefit any real estate business. We’re excited to have it on the list.
Best Free Real Estate CRM for Pipeline & Deal Tracking: RealOffice360
The RealOffice360 real estate CRM is a unique offering in this space. Yes, this is a platform designed for real estate agents specifically. One of the challenges with many options on this list is that they are intended for general sales professionals and lack some specificity required for ideal functionality.
Their lead profiles are designed to ask specific questions real estate agents want to know the answers to—things like, “When did you buy your home?” and “Are you prequalified for a mortgage? If so, through who?” RealOffice360 has a handy pipeline feature to visually track your clients’ progress and a Goals tracker specific to the real estate industry that is also very helpful.
Truth be told, RealOffice360 is very helpful. They aren’t doing anything necessarily innovative (we’ve seen every single one of these features before). They certainly lack some of the full-throated functionality of a paid platform, but this is definitely worth looking at for the price.
Speaking of visuals, it’s worth noting that this is, without a doubt, the most visually appealing platform and dashboard of any of the ones we evaluated. The browser-based experience is truly a pleasure to use.
Best RealOffice360 Feature for Real Estate Agents: Opportunity Tracker
We notice that missing from a lot of free non-real estate options is a thoughtful pipeline management tool. Sure, you can get this option if you upgrade to the paid plan, but with RealOffice360, it is a native tool in the Free Forever plan.
The Opportunity Tracker shows you exactly what’s happening in your pipeline and offers customization options to add stages where you need them. Most interestingly, it lets you connect your lead generation directly to your tracker so that new leads coming in from tools like Zillow Premier Agent or BoldLeads are automatically dropped in the right place.
Where RealOffice360 Comes Up Short: Virtually No Marketing
If you’re going with the RealOffice360 free plan, there are virtually no marketing options available. Yes, you can send individual emails through the platform. You can even link the CRM to your Skype account to make calls straight from your computer. But if you want even the most basic email marketing functionality, you’ll have to upgrade to a paid plan.
RealOffice360 Upgrade Options
There’s a single paid plan with RealOffice360: Premium. You can choose to pay month-to-month for $29, or you can pay a year in advance for $19 per month. Upgrading to the Premium plan gives you access to email marketing via Mailchimp, customization options, priority support, and expanded file storage.
Final Thoughts on RealOffice360
The RealOffice360 real estate CRM is a unique offering in this space. Yes, this is a platform designed for real estate agents specifically. One of the challenges with many options on this list is that they are intended for general sales professionals and lack some specificity required for ideal functionality.
RealOffice360 is an excellent toolkit for tech-savvy real estate professionals who want a tool that can streamline their process. Its attractive platform makes it a pleasure to use. While it will do just fine as a database tool and even a pipeline management tool, it doesn’t provide many of the higher-level marketing functionalities most agents expect from a CRM in 2021.
But, since this platform has a completely free-forever-no-credit-card-required option, you can try it out yourself today to see if it works for you.
Best CRM for Seasoned, Data-driven Agents: Agile CRM
It’s easy to get lost in those processes when a CRM doesn’t adapt well to the real estate industry, but that isn’t the case with Agile CRM. The free version of Agile CRM is very adaptable to the real estate industry, thanks to customizable dashboards and interfaces with your own labels.
The free version doesn’t allow you to customize the CRM fully, but it gets close enough that there were times during our test drive that we forgot Agile CRM wasn’t purpose-built for real estate. However, customization requires a lot of time and effort.
The dashboard and interface are slick and modern, clearly designed with non-computer experts in mind. Agile CRM calls their interface “consumer-grade,” which translates to “everything here is intuitive and easy to use on day one.”
It has the features you’d expect, email integration and tracking, contact management, and a robust reporting and analytics section. Agile CRM is data- and results-oriented and allows users to adjust course easily based on those results.
Best Agile CRM Feature for Real Estate Agents: Social Media Integrations
By far, the coolest feature of Agile CRM is its social media integrations. Using dashboard add-ons they call widgets, Agile CRM users can bring their contact’s social media stream from Facebook or Twitter into their contact profile. They even have the option to interact with their posts there.
You’re allowed to choose a single social widget to add to contact profiles in the free version. In the paid version, you can add many, including advanced email analytics, text messaging and calling features. The list goes on and on.
In the free version of Agile CRM, this valuable customizable add-on feels very generous and goes above and beyond the options on other free CRMs.
Where Agile CRM Comes Up Short: Confusing Features Availability
The Agile CRM free platform looks and feels exactly like the paid platform. All the menus are there, and all the options are there. However, the unavailable items with the free version are not indicated, so there’s a lot of clicking only to be given a pop-up that says an upgrade is required to access that particular feature.
Though we’re confident you’d learn pretty quickly which features are available in the free version, the hours leading up to that tipping point will be frustrating with all the clicking around to menus you don’t have access to use.
Agile CRM Upgrade Options
There are three upgrade options from the free plan. The first is the Starter plan for $8.99 per month, which unlocks some of the automation options useful for real estate agents. It also gives you further access to the widgets library and allows you to use more than one at a time. Finally, this plan opens up lead capture widgets and pop-ups you can put on your website to capture leads and build your contact list.
The Regular plan is the next step up at $29.99 per user, per month. This option unlocks every other bell and whistle on the platform, including expanding your number of contacts from 1,000 to 50,000, custom pipelines, and on-dashboard phone integration.
The final upgrade is to Enterprise for $47.99 per month, which expands access to every member of your company.
Final Thoughts on Agile CRM
Agile CRM is a great free product. It has a lot of options that really shine through in a real estate setting. However, the thing that most excites us about this product is upgrading it. Don’t get me wrong—there is a lot of utility in the free version—but the upgrade is so inexpensive and opens up so many doors. Agile CRM is a good choice for you if you’re growing and plan to take your CRM to the next level someday soon.
Best Free Real Estate CRM for Teams: Bitrix24
If you’re on a real estate team, you know that teams need things like lead distribution and team accountability—things that individual agents don’t. Team leaders need to keep track of their junior agents to make sure customer needs are being met.
Bitrix24 is a team communication and collaboration platform that offers, among many things, a CRM that converts easily to the real estate space. This platform helps you keep your team moving in the right direction for clients, projects, contacts, even neighborhoods. On the free plan, up to 12 users can access almost the entire platform. The only limitation is online storage space. On the free plan, users get up to 5GB of storage on the Bitrix24 server—space that gets gobbled up fast since this is a software as a service (SaaS) provider, and nothing is stored locally.
Even though Bitrix24 definitely has outreach and marketing tools, it’s clear right from the get-go that Bitrix24’s main strength is as an INTERNAL CRM for your team to ensure everyone is in the right place at the right time and then some.
Best Bitrix24 Feature for Real Estate Agents: CRM + Internal Team Management
The best part of Bitrix24 is the interface between the CRM and the internal team management platform.
Often, teams have to use two different systems to manage the clients and manage each other, but Bitrix24 has solved this problem by overlapping the two, making communication and decision-making about clients easy. When the internal and external systems are set on the same framework, you can decide on a strategy for a particular contact and assign them to a team member without even leaving the browser window.
This feature leads to fewer dormant leads, a more engaged team workforce, and, of course, no need to walk around with Slack for your peeps and another platform altogether for your clients.
Where Bitrix24 Falls Short: 100% Cloud-based
This platform is entirely cloud-based. You don’t even have the option through the CRM to save data locally. While this is fine for photos you’re backing up on your phone, a remarkable amount of your business is going to come through your CRM. For this reason, having some offline storage for things like disclosure forms, leases, and contracts seems like a prudent backup.
Also, the five gigs of digital storage space included in the plan go remarkably fast, especially when you consider that most CRMs have no storage space limit. Without an easy way of moving data onto portable storage devices or just onto your laptop, you and your team are kept in limbo.
Bitrix24 Upgrade Options
This platform is 99% full-featured right out of the box. However, the free plan only comes with 5GB of online storage. An upgrade to Start+ nets you 10 gigs and two users for $24 per month. Both the CRM+ and Project+ plans are prices at $69 per month. But the CRM+ plan yields 50 gigs and six users, while Project+ will allow for 24 users in your company and up to 50GB of storage. Each options has a mix of other features.
Bitrix24 also offers two business plans, including Standard and Professional. With the first, you’ll get 100GB and up to 50 users, and with the Pro version, you’ll enjoy unlimited storage and unlimited users.
Final Thoughts on Bitrix24
The CRM for Bitrix24 is fairly basic compared to others on our list. However, nobody else on the list provides such a great internally focused structure. If you’ve got a big team and you’re having a hard time getting all to point in the same direction at once, Bitrix24 might be a good option to try.
Honorable Mention: Zoho
We’ll admit, we were a little puzzled by the hype that Zoho gets as a CRM. At first blush, it didn’t seem like it would be very well-suited to the real estate business at all. But, our opinion quickly turned around when we started to think about Zoho as more of a transaction management tool, a feature that most CRMs have in some capacity, but not in the sophisticated way it’s approached with Zoho.
Most (if not all) of Zoho’s form and function is designed around moving transactions from one stage to the next, taking out the emotional nuance and communication that are a part of so many real estate agent / client relationships.
For instance, on the Zoho platform, one of the goals is to move your “leads” to your “contacts” and then move your “contacts” to your “deals.”
While we think this CRM has value in the single-family residential world, it seems like this system is best suited for real estate agents working with developers on multi-unit projects or even more for commercial real estate agents.
Best Zoho Feature for Real Estate Agents: Feeds
Zoho’s “Feeds” are a brilliant approach to keeping everyone on the team (up to three users included on the free plan) up to date with what’s happening in the office.
Just like a Facebook feed, Zoho offers a continuous scroll of all the most pertinent details of each deal your team is brokering. Users can log in to Zoho, see what’s happening for each team member, comment on status updates, tag each other for action items that need attention, and more.
There is also a blank entry box, allowing users to create their own “posts” in the feed, perfect for getting the word out about projects that aren’t related to transactions directly in the pipeline. This smart approach keeps everyone in the loop, in part because it employs an interface that most of us are very familiar with already.
Also, you can customize feeds for particular team members and even create multiple feeds so that conversations among managers stay in one place and discussions among the team stay in another.
Where Zoho Comes Up Short: A Generic Experience
Zoho doesn’t feel like a real estate-specific product, not even a little bit. The free version of Zoho doesn’t allow for much customization of fields, so even when you’re creating pipelines and processes for yourself and your team, you’ve got to use some pretty generic sales language. Even for seasoned real estate professionals, it can get a little confusing. After all, who wants to call their clients “accounts”?
The danger with this lack of customization is when data fields stop having clear intent, it is easy to stop using them. A CRM that you aren’t using becomes much more of a burden than a tool very quickly. The customization options open up if you decide to upgrade to the Standard ($12 per month) paid account.
Zoho Upgrade Options
Zoho offers a ton of upgrade options, starting at just $12 per month for the Standard Plan. However, advanced email automation, analytics, and social media integrations don’t kick in until you hit the Professional Plan, which is $20 per month.
A commercial real estate-specific CRM will generally cost you upward of $50 per month, so the upgraded version of Zoho is definitely worth considering for serious commercial agents.
There are lots of bells and whistles in the different upgrade packages that seem more applicable to a more generic sales environment (stuff like inventory management), so we’d suggest you take a very close look at them yourself to make sure they’re for you.
If you don’t mind the lack of customization, the free version of Zoho seems like something you could use for a long time. If you’ve got plans for an upgrade in the future, this might not be the CRM for you.
Final Thoughts on Zoho
If real estate is more about numbers than names to you, a free real estate CRM like Zoho will be perfect for you. Everything, from the way contacts and communication are handled to the interface’s aesthetic, will appeal to real estate agents who are focused on their capitalization rate. Zoho is easy to set up and get started on, so if your client base isn’t touchy-feely, give Zoho a try.
(Nearly) Free CRMs Worth Mentioning
OK, so they aren’t totally free, but the following three CRM options are really great and so close to free that you need to hear about them. You can also read our Best Real Estate CRM article for a full list of the best paid real estate CRMs, starting at just $25 a month.
Recently named The Close’s Best Real Estate CRM of 2021, LionDesk is a nimble, feature-packed real estate CRM that offers a ton of options but is easy to start using on day one. New LionDesk customers can try out their entire platform risk-free for 30 days to see if it’s right for them, and if they decide to continue as a client, plans start as low as $21 a month.
There aren’t many products that can stand up to the platform that Propertybase has built. With a starting price of $89 per month, Propertybase isn’t the cheapest option on the market, but in our opinion, it is definitely the best. It offers a two-week, full-featured free trial with no obligation or credit card required.
Most real estate agents know Placester as a purveyor of IDX websites. Many people don’t know, unless you read the fine print of your NAR membership docs, that anyone who is a part of the National Association of Realtors is eligible for a basic website and lead capture system Placester.
If you want to upgrade to the first paid plan, there is a CRM included as well. We recently featured Placester in our article 5 Clever Real Estate Landing Pages That Convert Like Crazy. Check it out to learn a little more about what it has to offer.
Bringing It All Together
If you are ready to move beyond the limits of how many names and addresses you can hold in your head and into a new world of communication automation, contact management, and ultimately a better bottom line, you need a CRM. Of all the free CRMs we reviewed, Insightly delivered the best features with the most efficient systems and provided the greatest value.