Ask any top-performing real estate agent what their go-to, must-have, can’t-live-without tool is, and the answer is usually a stellar customer relationship management (CRM) system. However, with so many CRM platforms available, finding the best real estate CRM for your needs can be challenging. That said, I’ve spent countless hours evaluating and scoring dozens of CRMs. Let’s take a look at the ones that topped the list.

The Close’s Top Picks for Real Estate CRMs

Real Estate CRM
Best For
Starting Monthly Price
Learn More
Pipedrive
Email marketing, pricing
$14
Pipedrive review
Wise Agent
Transaction management
$49
Wise Agent review
LionDesk
Texting and calling
$25
LionDesk Review
Follow Up Boss
Real estate teams
$58
Follow Up Boss review
IXACT Contact
Contact management
$46.75
IXACT Contact Review
Realvolve
Automating workflows
$94
Realvolve Review
Lofty
Lead generation
$449 + $15 per seat
Lofty Review
Real Geeks
Marketing
$299
Real Geeks review
Market Leader
Lead generation
$189
Market Leader review
Sierra Interactive
Real estate website
$499.95
Sierra Interactive review
Top Producer
Lead nurturing
$129
Top Producer review
Featured Partner

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  • Automated lead follow-up: Customized text & email drip campaigns educate & engage leads with the right message at the right time
  • All-in-one system: Manage contacts, transactions and conversations in a centralized, intuitive dashboard that lets you set reminders, create tasks and more
  • Powerful integrations: Direct two-way syncing with MLS data, 150+ lead providers, plus Gmail, Outlook, iCloud and more

Why Real Estate Agents Need a CRM

As real estate agents, making connections and building a network are essential to success. You must consistently communicate with them to nurture leads from your sphere of influence or your other marketing strategies. If you try to do all this manually without keeping track of your contacts and communications, you’ll inevitably (and probably immediately!) see some potential clients fall through the cracks.

Real estate CRMs are designed to solve this problem. Instead of trying to manually keep track of things and do all of the marketing tasks you want to do, a CRM is like an all-in-one tool to maximize your productivity. This increased efficiency will generate more leads and more clients. In 2023, a survey from the National Association of Realtors (NAR) reported that 36% of Realtors said their CRM gave them the highest volume of quality leads.

However, every CRM is different—just like every agent and team’s business is different. These are a few features to look for in a strong realtor CRM:

  • Contact management: A CRM should make it easy to import contacts, keep track of their contact information and communications with them, and even evaluate how likely they are to become a client.
  • Lead generation: This can look significantly different, but many CRMs include landing pages, real estate websites, social media contacts, or advertising.
  • Automated follow-ups: This follow-up includes emails, texts, direct mail, and sometimes phone calls. 
  • Task management: A good CRM will help you organize the tasks involved with leads, clients, and transactions and use reminders, calendar features, or workflows.
  • Analytics: Reporting tools are key for helping you track progress and determine what is and is not working within your marketing and nurturing strategies.
  • Mobile app: Not all CRMs have a mobile app, but this is ideal for real estate agents who are often on the go and not near a desk.
  • Pricing & plans: There are plenty of free real estate CRMs. There are also plenty that cost two or three figures per month. For new or individual agents, it’s best to find a CRM with multiple package options or add-ons so it can grow with your business.

Pipedrive: Best for Email Marketing

Pipedrive
Pros
  • Most affordable CRM on our list
  • 14-day free trial
  • Easy to use
  • AI Assistant
  • Unlimited, customizable workflows
Cons
  • Limited integrations
  • Limited functions in mobile app
  • Security alerts and two-factor authentication only available on higher tiers
  • Phone support only available in higher tiers
  • No free forever plan
The Close Score
4.9
Pricing:
5.0
General Features:
5.0
Advanced Features:
4.0
Customer Service:
5.0
Customer Rating:
4.7
Expert Score:
4.6
out
of
5

Why I Chose Pipedrive

  • Pricing: Plans start at $14 per month

I chose Pipedrive as the top realtor CRM for many reasons, but it stands out for its extensive and easy-to-use email marketing tools and its affordable price. Pipedrive is designed for sales professionals, so it includes a variety of beautiful and functional email templates that realtors can tailor to their branding and audience. 

Their email marketing platform also includes segmentation, which connects to the data from the CRM to help you create the most personalized and effective emails. Plus, analytics make it easy to see your open rates, click-through rates, and engagement metrics. The variety of Pipedrive’s features at its affordable price makes it the best realtor CRM.

Pipedrive calendar view
Pipedrive calendar management (Source: Pipedrive)

Additional Features

  • Integrations: Pipedrive rivals the integrations of Follow Up Boss with a giant library of tools. These include integrations for lead generation, lead qualifying, nurturing, video meetings, document management, payment tracking and invoicing, and project management.
  • Pipeline management: Pipedrive focuses on creating a 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.
  • Lead automation: Tasks such as reminders and email follow-ups are automated, streamlining the agent client management process. Automation helps improve response times and gives agents a better chance of converting leads into clients.

Wise Agent: Best for Transaction Management

Wise Agent
Pros
  • User-friendly
  • 14-day free trial
  • Mobile app
  • Customizable landing pages
  • Unlimited document storage
Cons
  • No mobile app
  • Credit card required in the free trial
  • Text capability with additional fee
The Close Score
4.9
Pricing:
5.0
General Features:
4.8
Advanced Features:
4.8
Customer Service:
4.0
Customer Rating:
4.6
Expert Score:
4.2
out
of
5

Why I Chose Wise Agent

  • Pricing: Plans start at $49 per month

Wise Agent is one of the top real estate CRMs because it is designed to be a one-stop shop for agents and brokers, providing tools to manage clients from beginning to end. Some of my favorite Wise Agent features allow transaction and listing management and drip campaigns. Real estate professionals can also create customized landing pages and integrate them with multiple social media tools.

Two landing pages created by Wise Agent.
Wise Agent landing page examples (Source: Wise Agent)

Additional Features

  • Real estate content: The platform includes an extensive library of stock photos and real estate content for emails, written letters, text messages, newsletters, postcards, and flyers. There is even an AI writing assistant to help you create content more effectively.
  • Customer service: Wise Agent has standout customer service available 24/7, unlike other real estate CRMs with strict business hours.
  • 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.

LionDesk: Best for Texting & Calling

LionDesk
Pros
  • Affordable pricing
  • 14-day free trial
  • Power dialer
  • Automated drip campaigns for text and email
  • Customizable dashboard
Cons
  • Unsophisticated transaction management
  • Basic analytics
  • Not ideal for scaling teams or brokerages
  • Not the most user-friendly platform
  • No AI assistant
The Close Score
4.8
Pricing:
4.0
General Features:
5.0
Advanced Features:
5.0
Customer Service:
3.5
Customer Rating:
4.0
Expert Score:
4.1
out
of
5

Why I Chose LionDesk

  • Pricing: Starting at $25 per month

LionDesk is another top CRM for real estate because it was specifically designed for realtors. It offers a fully customizable dashboard that helps you decide what you want to see in your CRM. 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. LionDesk stands out because it includes automation tools for texting clients and email drip campaigns.

LionDesk CRM dashboard example
LionDesk dashboard (Source: LionDesk)

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.
  • Video email & texting capabilities: LionDesk is the only realtor CRM able to send videos through your emails and texts. Videos in real estate are compelling, and LionDesk is an ideal tool to leverage this marketing strategy.
  • Integrations: It has a large library of third-party integrations for everything from lead generation, contact management, and communication to finances.

Follow Up Boss: Best for Real Estate Teams

Follow Up Boss
Pros
  • Easy-to-use platform
  • 250-plus integrations
  • 14-day free trial
  • Phone dialer
  • Great for solo agents and teams
Cons
  • Setting up can be time-consuming
  • Limited features in mobile app
  • No live chat support
  • Costly premium plan
  • Difficult cancellation process
The Close Score
4.7
Pricing:
4.0
General Features:
5.0
Advanced Features:
4.3
Customer Service:
3.3
Customer Rating:
4.7
Expert Score:
4.6
out
of
5

Why I Chose Follow Up Boss

  • Pricing: Plans start at $58 per month.

Follow Up Boss is a well-known realtor CRM with various features, such as texting, email drip campaigns, text automation, and built-in calling. It stands out for teams because it’s an open platform with over 250 integrations. Its collaboration features are woven into the platform, with public comments, communication tracking, lead distribution, and visual tracking of each agent and each lead. Plus, real estate CRM reviews praise the fact that the interface is simple and can easily be integrated with the majority of other tools on the market.

Follow Up Boss lead activity
Follow Up Boss team activity dashboard (Source: Follow Up Boss)

Additional Features

  • Advanced lead routing: The platform automatically assigns leads to individual agents based on specific criteria and organizes leads for each agent.
  • 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.

IXACT Contact: Best for Contact Management

IXACT Contact
Pros
  • 5-week free trial
  • Mobile app
  • Lead generation website tools
  • Detailed contact profiles
  • Email marketing tools
Cons
  • No audience segmentation
  • Lack of automation
  • Clunky user interface
  • Limited website customization
The Close Score
4.7
Pricing:
5.0
General Features:
4.3
Advanced Features:
4.5
Customer Service:
3.3
Customer Rating:
4.2
Expert Score:
4.1
out
of
5

Why I Chose IXACT Contact

  • Pricing: Plans start at $46.75 per month

This CRM says it all in its name: IXACT Contact is an ideal tool for managing contacts from their first connection through every transaction. Every new lead, current client, and past client has a detailed contact profile that shows their phone number, address, email address, family information, birthdays, anniversaries, property details, and all your referral and communication history. Plus, real estate CRM software reviews say the interface is highly user-friendly, and users love the 5-week free trial.

IXACT Contact example of contact profile
Lead profile in IXACT Contact (Source: IXACT Contact)

Additional Features

  • Direct mail: IXACT Contact includes various built-in direct mail newsletter options. “The Preferred Client Update” sends mail to your past clients, and “Homeowner Update” is for marketing to homeowners in your farm area.
  • 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: The IXACT Contact CRM includes a personalized 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.

Realvolve: Best for Automating Workflows

Realvolve
Pros
  • In-depth contact management
  • Mobile app
  • Great for individuals and teams
  • Suite of marketing tools
  • Efficient task management
Cons
  • No 24/7 customer support
  • No assisted onboarding for basic plan
  • May be too complex for newer agents
  • No website and landing page creation features
  • One of the higher-priced CRMs on our list
The Close Score
4.7
Pricing:
4.0
General Features:
5.0
Advanced Features:
4.3
Customer Service:
4.3
Customer Rating:
4.1
Expert Score:
4.6
out
of
5

Why I Chose Realvolve

  • Pricing: Plans start at $94 per month

Realvolve is one of the top real estate CRMs for individuals and teams. It includes the most important features in a CRM, like a visual dashboard, contact organization tools, and lead nurturing strategies. However, its most standout feature is its workflows and automation that help real estate professionals scale. There are many workflow templates to customize, and the Realvolve platform is remarkably flexible and adjusts to your activities. Realvolve is an ideal real estate CRM for individuals or teams focusing on productivity and efficiency.

Realvolve CRM dashboard example
Realvolve dashboard (Source: Realvolve)

Additional Features

  • Document management: Realvolve keeps all your documents organized. Each workflow includes a comprehensive checklist of all necessary documents to complete a transaction. 
  • Automated drip campaigns: Realvolve includes prebuilt lead sequences for buyers and sellers through email and text. These sequences are customizable and are designed to have a more personal touch than other automations.
  • Integrations: The platform integrates seamlessly with some of the most-used apps, like Google and Zapier.

Lofty (formerly Chime): Most Advanced Lead Generation & Nurturing

Lofty
Pros
  • 33 different lead generation features
  • Mobile app
  • Google PPC advertising tools
  • 360° marketing to target customers on multiple platforms
  • Customizable IDX websites
Cons
  • No free trial
  • Steep learning curve
  • Most expensive CRM on our list
  • No 24/7 customer service
  • Not ideal for solo agents
The Close Score
4.3
Pricing:
1.0
General Features:
5.0
Advanced Features:
5.0
Customer Service:
4.3
Customer Rating:
4.2
Expert Score:
4.6
out
of
5

Why I Chose Lofty

  • Pricing: Specific pricing is not available on their website, but our team found that plans start at $449 per month, plus $15 per seat, per month

Of all the real estate CRMs I’ve found, Lofty offers the most extensive and impressive combination of advanced lead generation tools and features. It is one of the only CRMs to offer exclusivity to your farm area, which means no other agent who uses Lofty in your area can target the same leads. However, its real estate CRM pricing reflects its advanced features and is the most expensive on this list. It might not be ideal for beginner agents, but Lofty offers packages specifically crafted for agents, teams, and brokers.

Lofty CRM dashboard view
Lofty CRM dashboard (Source: Lofty)

Additional Features

  • Automated lead nurturing: Lofty automatically imports leads from multiple sources. It also creates property alerts for your leads, sends regular market analyses, and will match listings to leads automatically.
  • Power Dialer: Lofty’s 3-line power dialer allows you to click to call leads until you connect. You can leave prerecorded voicemails, schedule follow-ups, or leave notes. When a call goes through, the call is transferred to you or an available agent on your team.
  • Social Studio: This is a built-in social media management tool. It 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.

Real Geeks: Best for Marketing

Real Geeks
Pros
  • Modern, intuitive interface
  • Multichannel marketing campaigns
  • CRM available on desktop and mobile app
  • Website visitor tracking analytics
  • Variety of integrations
Cons
  • Significant learning curve
  • One of the more expensive CRM options
  • Limited customization
The Close Score
3.7
Pricing:
1.0
General Features:
5.0
Advanced Features:
4.0
Customer Service:
2.3
Customer Rating:
4.4
Expert Score:
3.3
out
of
5

Why I Chose Real Geeks

  • Pricing: Plans start at $299 per month + one-time $250 sign-up fee

Similar to some of the other top real estate CRMs, Real Geeks offers complete support from prospect to closing, including a website and lead generation tools. It’s a great all-in-one CRM for individual agents, small teams, and expanding brokers. Its website and CRM work seamlessly together, making managing leads and automating your marketing and nurturing strategies easy.

Real Geeks CRM dashboard on desktop and mobile.
Real Geeks CRM view (Source: Real Geeks)

Additional Features

  • IDX websites: Real Geeks offers some of the best real estate website templates, with IDX capabilities and built-in lead generation strategies. Websites include property valuation tools, landing pages, a property search app, and many other integrations.
  • AI Chatbots: The GeekAI assistant helps you speed up the follow-up process with an automatic chatbot. There are premade scripts that you can customize to provide specific information for your clients.
  • Email & SMS marketing: Automate your communications and follow-ups with all your leads with drip campaigns on email and text. These are built through CRM, so you can ensure each lead gets precisely what they need.
  • Facebook & PPC advertising: Real Geeks has a unique Facebook marketing tool to streamline your ad creation and maximize your return on investment. Alternatively, Real Geeks also offers managed Facebook and PPC ads.

Market Leader: Best for Lead Generation

Market Leader
Pros
  • Exclusive buyer and seller leads
  • Powerful and user-friendly CRM
  • Great mobile app
  • Easily scalable to teams and full brokerages
  • Transaction management
Cons
  • No free trial
  • No live chat support
  • No advanced analytics feature
The Close Score
3.7
Pricing:
1.5
General Features:
4.5
Advanced Features:
3.5
Customer Service:
2.5
Customer Rating:
4.3
Expert Score:
3.8
out
of
5

Why I Chose Market Leader

  • Pricing: Plans start at $189 per month for agents

Market Leader is primarily a lead generation company, but it also offers a CRM that is so good that it needs to be included in the conversation. Market Leader is one of the only CRMs to offer exclusive buyer and seller leads—plus, you can integrate the platform with virtually any real estate lead source! As if that wasn’t enough, the CRM is intuitive and includes some of the most valuable and powerful tools, like marketing automation, real estate websites, print marketing tools, and a mobile app.

Contacts of CRM on a tablet and mobile phone
Intuitive dashboard (Source: Market Leader)

Additional Features

  • Customizable websites: Market Leader includes a variety of customizable, professional, prebuilt website templates for your brand. They have IDX capabilities, so your clients can search for properties on your site!
  • Listing marketing system: Easily create single property websites for your listings, and Market Leader automatically generates a professional listing email and social media posts for Facebook and LinkedIn. You can also customize ready-to-print flyers and postcards for each listing.

Sierra Interactive: Best for Real Estate Websites

Sierra Interactive
Pros
  • SEO website optimization
  • Powerful website lead generation tools
  • Lead-specific action plans for personalized automation
  • Mobile app
  • Variety of integrations
Cons
  • Pricey—which doesn’t work for some solo agents
  • Relatively limited customizations
  • Limited email marketing strategies
  • No analytics and reporting
The Close Score
3.5
Pricing:
1.0
General Features:
5.0
Advanced Features:
3.5
Customer Service:
2.5
Customer Rating:
3.9
Expert Score:
3.3
out
of
5

Why I Chose Sierra Interactive

  • Pricing: Starting at $499.95 per month

Sierra Interactive is a versatile real estate platform with a powerful real estate website creation tool, a good CRM, and marketing automation capabilities. Sierra Interactive’s websites are some of the most advanced in the industry, and they offer an unrivaled level of SEO optimization that can allow you to generate thousands of website views and organic leads.

I have personally worked with multiple brokers who use Sierra Interactive. Both teams had well-optimized content on their sites and generated millions of website visits from Google. Plus, the websites include various lead capture tools and are well integrated with the CRM, so it’s easy to attract high-quality, organic leads and nurture them through text and email.

Screenshot of an action plan that is customizable and runs automatically to your leads and sphere of influence
Custom automation with triggers (Source: Sierra Interactive)

Additional Features

  • Powerful IDX platform: Users can search for properties using detailed search filters. Agents can also generate specific listing results on different pages throughout the website.
  • Ad management: Multiply your reach by outsourcing advertising to Sierra Interactive. They manage a variety of ad types, including Google search, Facebook retargeting, and Facebook listings.
  • Lead routing: It offers multiple methods of distributing leads to team members, like price, location, property type, or round robin.

Top Producer: Best for Lead Nurturing

Top Producer
Pros
  • 30-day free trial
  • Listing alerts for agents and clients
  • Automated SMS marketing
  • Excellent transaction management features
  • Detailed reporting
Cons
  • Many features not available on Pro Plan
  • No storage system
  • No document management features
The Close Score
3.4
Pricing:
1.0
General Features:
5.0
Advanced Features:
3.5
Customer Service:
3.5
Customer Rating:
3.6
Expert Score:
3.3
out
of
5

Why I Chose Top Producer

  • Pricing: Starting at $129 per user, per month

Top Producer is one of the OGs in the real estate CRM space. It recently updated its CRM platform, which is called Top Producer X. This update includes tons of valuable features, like a 360° contact view that includes social media activity, branded MLS reports, email and text message templates, and an AI assistant. Top Producer also has dynamic workflows to help with transaction management, like syncing with calendars, contacts, and over 150 real estate lead sources.

Top Producer dashboard on desktop.
Contact view in Top Producer dashboard (Source: Top Producer)

Additional Features

  • Market reports: Top Producer automatically creates and sends a branded “Market Snapshot Report” to clients periodically. This tool keeps your leads and clients engaged and educated and shows professionalism while saving you time.
  • Automated communication: Like other CRMs, Top Producer includes email and SMS marketing. It also autosends new listings and price updates to each customer, so you don’t have to spend hours scouring the MLS.
  • Training webinars: Top Producer has a library of support articles and bimonthly training webinars in addition to live onboarding.

Frequently Asked Questions (FAQs)




Methodology: How I Chose the Best Realtor CRM

As an experienced real estate writer, I’ve spent many hours researching and evaluating real estate CRMs over the last five years. However, you don’t have to just take it from me! At The Close, we have a team of real estate professionals, researchers, and editors who have developed a detailed rubric to evaluate a dozen top realtor CRMs objectively. You can read more about our methodology here.

We’ve based our evaluation on the following:

  • Pricing (20%)
    • I checked, updated, and evaluated each CRM’s pricing, subscription plans, and whether there are free trials and bulk discounts.
  • General CRM Features (20%)
    • I considered 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.
  • 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 Service (5%)
    • Should real estate agents need additional support, customer services such as live chat, phone, email, and ticket systems are necessary.
  • Customer Rating (10%)
    • We collect information from multiple third-party sources to determine how real users have rated each CRM.
  • ri
    • The Close reviews each realtor CRM for standout features, additional considerations, and value for money spent from a real estate expert’s perspective. 

Your Take

So, what is the best CRM for real estate? After reading this guide, you should understand that the top real estate CRMs are as different as the individual agents who make up the industry. We’ve evaluated, researched, and compared the top CRMs to help you make the best choice, but our advice is to try, try, and try again! Think about what is most important for you in a CRM, and then 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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