Client relationships are what real estate is all about, so keeping those connections strong and staying top of mind is key for agents. That’s where customer relationship management (CRM) systems come into play. With so many platforms available today, choosing the right one for your business can be challenging. But don’t worry, I’ve done the legwork for you and put together a list of the best CRMs for real estate. Take a look at what made the list.
- Pipedrive: Best for email marketing
- LionDesk: Best for texting and calling
- Follow Up Boss: Best for real estate teams
- Wise Agent: Best for transaction management
- IXACT Contact: Best for managing contacts
- Lofty: Best for lead generation and nurturing
- Realvolve: Best for automating workflows
The Close’s Top Picks for Best Real Estate CRMs
| Type of Software | |||
|---|---|---|---|
| Pipedrive | |||
| LionDesk | |||
| Follow Up Boss | |||
| Wise Agent | |||
| IXACT Contact | |||
| Lofty | |||
| Realvolve |
Top Producer has paid for this placement. However, our team of experts approved Top Producer as an appropriate product and our content remains editorially independent.
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Pipedrive: Best for Email Marketing
Why I Chose Pipedrive
Pipedrive stands out for its extensive and easy-to-use email marketing tools and affordable price. Designed specifically for sales pros, it offers a variety of beautiful and functional email templates that realtors can customize to match their branding and target audience.
The platform includes segmentation features that connect with CRM data, enabling you to create personalized and effective emails. Plus, the analytics tools make tracking your open rates, click-through rates, and engagement metrics easy. Automated reminders and follow-ups make managing clients easier and speed up response time, boosting your chances of turning leads into clients.
Additional Features
- Integrations: Pipedrive has a giant library of tools, including integrations for lead generation, lead qualifying, nurturing, video meetings, document management, payment tracking and invoicing, and project management.
- Pipeline management: Highly visual platform to manage your pipeline without letting leads slip through the cracks. The dashboard is customizable, easy to use, and helps prioritize leads and deals.
- Learn more features: Pipedrive Review: Pricing, Features, Pros & Cons
LionDesk: Best for Texting & Calling
Why I Chose LionDesk
LionDesk was specifically designed for realtors, offering a fully customizable dashboard that helps you decide what you want to see in your CRM. It stands out because it includes automation tools for texting clients and email drip campaigns and is the only CRM able to send videos through your emails and texts. It also includes the most important tools for real estate agents, like contact organization, task reminders, email marketing, transaction management, lead generation, and a power dialer.
Additional Features
- Customizable landing pages: Although this is an add-on feature, LionDesk allows agents to create customizable landing pages. It also includes landing page templates to build high-converting landing pages tailored to your brand.
- Integrations: It has a large library of third-party integrations for everything from lead generation, contact management, and communication to finances.
- Learn more features: LionDesk Review: Pricing, Features, Pros & Cons
Follow Up Boss: Best for Real Estate Teams
Why I Chose Follow Up Boss
Follow Up Boss is a well-known real estate customer management software that has all the makings to support teams. It offers an impressive 250-plus integrations and features such as texting, email drip campaigns, text automation, and built-in calling. The collaboration features are woven into the platform, with public comments, communication tracking, lead distribution, and visual tracking of each agent and each lead. These elements significantly improve team efficiency and enhance client service.
Additional Features
- Networking and events: Connect with other real estate agents through the FUB Success Community and get access to exclusive events, like Level Up masterminds and FUBCON.
- Mobile app: The mobile app is user-friendly and instantly notifies each agent of new leads. It makes it easy to send emails and texts or call new or current clients, even on the go.
- Learn more features: Follow Up Boss Review: Pricing, Features, Pros & Cons
Wise Agent: Best for Transaction Management
Why I Chose Wise Agent
Wise Agent is a top real estate CRM software because it’s designed to be a one-stop shop for agents and brokers, providing tools to manage transactions from beginning to end. Access everything from templates and reports to property lists and drip campaigns in a user-friendly dashboard. Stay on top of your transactions by creating checklists so everyone is on the same page. As a bonus, create customized landing pages and integrate them with multiple social media tools to reach more clients.
Additional Features
- Real estate content: The platform includes an extensive library of stock photos and real estate content for text messages, emails, written letters, newsletters, postcards, and flyers. There is even an AI writing assistant to help you create content more effectively.
- Team and broker options: Although Wise Agent is often used by individual realtors, it includes multiple tools and add-on options built specifically for teams and brokers.
- Learn more features: Wise Agent Review: Pricing, Features, Pros & Cons
IXACT Contact: Best for Managing Contacts
Why I Chose IXACT Contact
IXACT Contact is a great tool for keeping track of your contacts from the moment you connect with them through every transaction. You get a detailed profile for each lead, current client, and past client, including their contact info, family info, birthdays, anniversaries, property details, and all communication history. This is crucial for staying easily connected to your clients and maintaining good relationships. Take advantage of the five-week free trial to test out the interface and features to see if this is the right CRM for you.
Additional Features
- Social Stream: This add-on feature allows agents to select exclusive real estate articles and videos to share with their network. While you can’t create custom content, it’s a great way to automate social media content.
- Personalized agent roadmap: This feature allows agents to set specific goals within the platform, and it will generate a plan to help reach them with specific tasks and activities.
- Learn more features: IXACT Contact Review: Pricing, Features, Pros & Cons
Lofty: Best for Lead Gen & Nurturing
Why I Chose Lofty
Of all the top CRMs for real estate on my list, Lofty offers the most extensive and impressive combination of advanced lead gen tools and features. What’s cool is that it offers exclusivity in your farm area, so no other agent using Lofty can target the same leads as you. It automatically pulls in leads from various sources and sets up property alerts, sends out regular market analyses, and matches listings with leads.
Lofty includes a three-line power dialer that lets you call leads until you make a connection. Leave prerecorded voicemails, plan follow-ups, or jot down notes. When someone picks up, the call gets routed to you or anyone else available on your team.
Additional Features
- Social Studio: This built-in social media management tool allows you to create content within Lofty’s platform and automatically share it on multiple real estate social networks simultaneously.
- AI Assistant: Automated assistant helps you become more efficient and minimize the Lofty learning curve at every step. The assistant will customize workflows, manage and organize leads with tags and notes, set reminders, and send automated responses.
- Learn more features: Lofty Review: Pricing, Features, Pros & Cons
Realvolve: Best for Automating Workflows
Why I Chose Realvolve
Realvolve really shines when it comes to its workflows and automation, which help save time and grow your business. It has a visual dashboard, contact organization tools, and lead nurturing strategies. There are plenty of customizable workflow templates, plus prebuilt lead sequences for buyers and sellers through email and text. These sequences are designed to have a more personal touch than other automations. It’s a perfect fit for individuals or teams looking to boost their productivity and efficiency.
Additional Features
- Document management: Realvolve keeps all your documents organized. Each workflow includes a comprehensive checklist of all necessary documents to complete a transaction.
- Integrations: The platform integrates seamlessly with some of the most-used apps, like Google and Zapier.
- Learn more features: Realvolve Review: Pricing, Features, Pros & Cons
Frequently Asked Questions (FAQs)
What's a real estate CRM?
A real estate CRM is a tool or software designed to help agents stay organized and maximize productivity. The best CRM for realtors is debatable, but the top tools include features for generating leads, organizing contacts, prioritizing potential clients, managing transactions, and communicating with clients through email, text, phone, and social media.
Do I need a CRM for real estate?
There’s no requirement to have a CRM to be a real estate agent, but you are significantly more likely to be successful when you choose the right CRM. Real estate customer relationship management software is designed to make you more efficient, automate tasks, and help you get more done with less stress and time. If you’re not fully ready to invest, explore some of the best free real estate CRMs to start with one of the free options.
What is the best software for real estate brokers?
Everyone has different priorities and needs for their tools, so it’s hard to choose the best CRM system for real estate brokers and teams. However, a few CRMs with plans are built to suit these groups, like Follow Up Boss, and Lofty.
Methodology: How I Chose the Best CRM for Real Estate
Our methodology at The Close ensures that our team of professionals, writers, and editors thoroughly analyzes each platform. We meticulously evaluate the features, usability, integration capabilities, performance, and affordability of the best CRM for real estate.
We selected the most effective and reliable CRM software for real estate agents to support business growth and success. This rigorous process ensures that our recommendations help agents streamline operations, enhance client interactions, and achieve business goals.
Detailed criteria included the following to determine the best real estate CRM:
- General CRM Features (25%)
- Basic features such as contact management, text and email capabilities, task management, task reminders and notifications, lead management, pipeline or dashboard customizability, audience segmentation, transaction management, and integrations.
- Advanced CRM Features (25%)
- This includes listing management, customized reports and analytics, document management, storage, AI lead assist or lead automation, team management, marketing tools, social media integrations, and mobile apps.
- Pricing (15%)
- I checked, updated, and evaluated each CRM’s pricing, subscription plans, and whether there are free trials and bulk discounts.
- Ease of Use (10%)
- I evaluated each CRM’s user interface, customizability, and how easy it is to operate and set up each one.
- Customer Rating (10%)
- We collect information from multiple third-party sources to determine how real users have rated each CRM.
- Expert Score (10%)
- We collect information from multiple third-party sources to determine how real users have rated each CRM.
- Customer Service (5%)
- Should real estate agents need additional support, customer services such as live chat, phone, email, and ticket systems are necessary.
Your Take
The top real estate CRMs are as different as the individual agents who make up the industry. Use our guide to help you make the best choice for your business needs. Consider what features are most important to you and take advantage of the free trials to find what really clicks.
Which CRM do you use? Tell us how you like it!
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