A free real estate CRM or customer relationship management tool is essential for any new agent looking to close more than one or two transactions a year. Good CRM tools help you organize your contacts, establish a consistent communication plan for each client, and ultimately, close more deals. But most real estate-specific CRMs come with a price tag.
When your budget is tight, knowing about free options that can bridge the gap until you can afford a paid version is critical. To determine the top-notch performers, we evaluated no-cost platforms based on ease of use, communication tools, automation capabilities, contact management features, analytics, customer support, and upgrade options.
Here are our picks for the best free real estate CRM platforms of 2022:
7 Best Free Real Estate CRMs of 2022
|Free CRM||Best For|
|Insightly||(Best Overall) Agents looking for an efficient CRM with comprehensive analytics|
|IXACT Contact||Realtors who want to integrate their CRM with their marketing and automate their communication|
|Freshsales CRM||Agents who want to build relationships with personalized communication|
|HubSpot||Real estate agents who want a customizable real estate CRM|
|RealOffice360||Realtors who want a beautiful interface and a great pipeline management system|
|Agile CRM||Seasoned agents who are data-driven|
|Bitrix24||Real estate teams looking for a free platform|
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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 real estate CRM that packs a ton of optimum features into its free product, many of which help Realtors 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, making it the perfect tool to create to-do lists for each of your contacts (something Insightly calls “projects”). Then you can start checking off those tasks.
Best Insightly Feature for Real Estate Agents: Robust Analytics
Insightly offers some surprisingly robust analytics with their free plan. The email analytics give you useful data about open rates, times, locations, and even operating systems for your recipients. This data can be used to help customize your subsequent messages—upping your conversion rates and improving your performance.
Speaking of performance, Insightly’s task-oriented nature provides data points on an agent’s performance as well, making it a helpful tool for measuring your own effort.
While you don’t get many choices when it comes to customizing your analytics 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.
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 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 stumbling block.
Also, Insightly’s free plan doesn’t offer any sort of person-to-person customer support. Instead, 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 user-friendly alternative to the statistical powerhouse of Insightly.
Insightly Upgrade Options
When you’re ready to upgrade, Insightly offers some very affordable choices. The Plus plan gives you appealing 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.
21 Best Real Estate Email Templates & Scripts for 2022
Best Free Real Estate CRM for an Integrated CRM / Marketing Experience: IXACT Contact
IXACT Contact is a premium real estate CRM that is actually on our list of the best (paid) real estate CRMs of 2022, so why is it also here? Because IXACT Contact offers “rookie Realtors” SIX MONTHS FREE (to anyone who’s had their license for a year or less). Plus, IXACT offers a full five-week trial for anyone interested in trying the platform, regardless of how long they’ve been licensed.
They are easily the most robust and sophisticated platform on our list, and the only reason they’re not our best overall choice is that they aren’t free forever. Still, if you’re a new Realtor and looking for a free CRM, you can’t get a significantly better deal than the one offered by IXACT Contact.
Best IXACT Contact Feature for Real Estate Agents: Keep in Touch Dashboard
The IXACT Contact “Keep in Touch Dashboard” is a great answer for Realtors dealing with the timeless “how often should I…” set of questions. Knowing when and how often to reach out, maintain relationships, and nurture leads down the funnel is critical to success, and this IXACT Contact tool does this very well.
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.
[Related article: Long-term Lead Nurturing: Tips & Scripts to Avoid Overtasking]
Where IXACT Contact Comes Up Short: Only Free for a Limited Time
IXACT Contact offers a full-featured free trial to any new user 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 yet.
IXACT Contact Upgrade Options
Once your free trial ends, you’ve got some straightforward upgrade options with IXACT Contact. For $38 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 an additional $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 attractive features 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: Freshsales CRM
Sometimes one of the most frustrating parts of a free real estate CRM platform is that communication options only start to ramp up when you upgrade to a more robust, paid plan. Not so with Freshsales CRM. You can send emails, SMS text messages, and even route phone calls to yourself and your team on this platform—all on their Free Forever plan (called “Sprout”).
Users have the option to upgrade their CRM to a paid version, unlocking a whole host of new abilities. As part of the Freshsales ecosystem, users can seamlessly integrate Freshsales into other products like Freshcaller, Freshmarketer, and Freshconnect.
Best Freshsales 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 Freshsales 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 Freshsales CRM provides.
Secondly, using one of Freshsales’ 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. Using the free version of Freshsales CRM, you can 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 Freshsales includes it in its Free Forever plan is pretty impressive.
[Related article: My 6-Day New Lead Text Messaging Campaign + Agent Texting Scripts]
Where Freshsales CRM Comes Up Short: No Communication Automation Options
Despite all the fantastic communication tools available in the Sprout plan of Freshsales CRM, one area where it comes up noticeably short is in 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 yourself when it’s time to send it, you’ll need to upgrade. Stepping up to the first paid tier does unlock these automations, but it would be nice to have at least a little something in the Free Forever plan.
Freshsales CRM Upgrade Options
Freshsales CRM offers plans for real estate agents at just about every level of their business.
The Growth plan ($15 per 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 Pro plan ($39 per 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 Enterprise plan ($69 per month) 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 ($79 per month) 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 Freshsales 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 Freshsales CRM Free Forever plan have all sorts of room to grow in their business. But, that doesn’t mean that the free version of Freshsales 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’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 emails and use 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 not a 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.
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 services, as well as an advanced content management system for your website. Having all these options can level up your business, but it also means that costs can add up quickly when upgrading HubSpot.
You can package these items together into the HubSpot Starter Suite ($45 per month), or turbocharge the platform with an upgrade to their Professional Suite (a whopping $800 per month). They also offer an Enterprise Suite ($3,200 a month).
Most of the Professional and Enterprise upgrade features aren’t that useful for most real estate agents or even brokers. They’re designed for large, high-volume sales operations. Still, the Starter Suite brings together many expanded toolset and automation options that agents would find helpful.
Final Thoughts on HubSpot
Overall, HubSpot is a fantastic product that would benefit any real estate business. We’re excited to have it on the list. Its free option gives real estate professionals many of the tools they need to execute on their goals. Is it perfect? No, but for a free CRM, you get a lot of value here.
Best Free Real Estate CRM for Pipeline & Deal Tracking: RealOffice360
RealOffice360 is a platform designed specifically for real estate agents, something unique among the offerings in the free CRM space.
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 also 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 a very helpful tool. While they aren’t doing anything necessarily innovative (we’ve seen every single one of these features before) and do lack some of the full-throated functionality of a paid platform, this is definitely worth looking at for the price.
Best RealOffice360 Feature for Real Estate Agents: Opportunity Tracker
Missing from many of the free CRMs that aren’t specific to our industry is a thoughtful pipeline management tool. Sure, they’re available when you upgrade to a paid plan, but with RealOffice360, this tool is native to 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 decide to go 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.
[Related article: 7 Real Estate Marketing Companies to Boost Your Business in 2022]
RealOffice360 Upgrade Options
There are three paid plans with RealOffice360, the most effective for most agents being Premium ($19 per month or $29 month-to-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 free 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 necessary 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 2022.
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
CRMs that don’t adapt well to the real estate industry are often more trouble than they’re worth, but that isn’t the case with Agile CRM. The free version of Agile CRM is flexible and customizable thanks to all their dashboards and interfaces, where you can apply your own labels and create your own custom workflows.
However, it’s not all good news; this customization requires a lot of time and effort, something not every agent is looking for.
That being said, 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.”
Best Agile CRM Feature for Real Estate Agents: Social Media Integrations
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 ($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. This plan opens up 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 an ideal free product to kick things up a notch. Its many features 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.
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 use Slack with your peeps and an entirely different platform 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 priced 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 plan offers 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 other inclusions on our list. However, nobody else provides such a unified, internally focused structure. If you’ve got a big team and you’re having a hard time getting them all to point in the same direction at once, Bitrix24 might be a good option to try.
How to Start a Rock-solid Real Estate Team in 2022
(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 2022, LionDesk is a nimble, feature-packed real estate CRM that 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.
LionDesk CRM Review: Is It the New King of the Real Estate CRM Jungle?
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 CRM provider 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.
Propertybase GO Review: The Next Generation of Real Estate CRM?
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 National Association of Realtors (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 from Placester for a 25% discount.
It includes an integrated CRM as well. We recently featured Placester in our article 5 Clever Real Estate Landing Pages That Actually Convert. Check it out to learn a little more about what it has to offer.
Placester Review: Is It Really the Best Real Estate Website Builder?
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, then 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.