Best Real Estate CRM Software | Top 10 Reviewed + Compared for 2023

The best real estate CRM software can help you streamline your lead generation, marketing, and sales processes. With the right tool in place, you can simplify communication with prospects, track their progress through your funnel, and eventually close more deals. With that said, we’ve researched numerous programs to find out which is best for real estate agents.

Salesforce stands out as the top choice for the best real estate CRM software due to its robust functionality and intuitive user interface that makes it easy to manage your contacts and analyze performance metrics. Read on to learn about the top 10 real estate CRMs and compare them to find the one best suited to your needs and budget.

Best Real Estate CRM Software | Top 10 Shortlist

Looking for a quick answer as to which is the best real estate CRM software? We have you covered. Below, we list the top 10 real estate CRMs, each of which has a host of advantages to offer any business:

1. Salesforce — The Best CRM Software for Real Estate to Easily Manage Contacts and Deals | Try Salesforce Free for 14 Days Now.
2. Pipedrive — An Excellent Choice for Tracking Leads, Deals, and Contacts and Visualizing Your Sales Process.
3. Zoho CRM — Offers a Suite of CRM Tools That Can Help You Manage Relationships With Customers, Prospects, and Partners.
4. Monday Sales CRM — Ideal CRM for Self-Employed Real Estate Professionals | Great for Streamlining Communication.
5. Zendesk Sell — Cloud-Based Software Designed for Real Estate Agents With a Focus On Selling.
6. HubSpot — Ideal for Small Businesses Looking for a Free CRM Solution to Find New Leads Quickly.
7. Freshsales — An AI-Powered End-to-End Sales System That Lets You Easily Track & Prioritize Leads, Schedule Activities, etc.
8. Maximizer CRM — Cloud-Based CRM for Real Estate Professionals | Great for Automating Daily Tasks.
9. Less Annoying CRM — No-Frills Real-Estate CRM Software Designed With Simplicity and Ease of Use in Mind.
10. Oracle NetSuite — A Comprehensive Suite of Business Applications That Provide End-to-End Sales Automation Capabilities.

CRM for Real Estate | Top 10 CRM Tools Reviewed

We made sure to include a variety of solutions for various needs and budgets to ensure that you’ll find one fit for your real estate business. Below, we comprehensively review these top 10 CRM solutions in depth to help you find the one best suited to your needs.

1. Salesforce — Overall Top Pick for the Best CRM Software for Real Estate

Salesforce is our overall top pick for the best CRM software for real estate. With its intuitive design and powerful features, it’s a great choice to help you manage your contacts, track leads, and keep up with communication.

Salesforce’s Contact Management feature makes it easy to store and manage all your contacts in one place. You can quickly add, update, and view contact information for potential buyers or sellers.

This tool is essential for staying organized when dealing with multiple people at once: without it, you’d struggle to keep track of who you’re talking to and when. Besides this, the Lead Tracking tool in Salesforce makes it easy to keep tabs on and follow up with leads.

You can create detailed profiles for each lead, so you know where they stand in the sales process at any given time.

In real estate, accurately measuring your success rate or having a clear picture of how many leads are moving through the pipeline is very important.

Finally, Salesforce’s Quote to Cash feature is a great way to streamline the closing process. You can create quotes quickly and easily, then track progress as customers move through the sales cycle.

You’ll spend less time on paperwork and managing contracts, leaving you with more time and energy to focus on actually selling. Is it any wonder Salesforce is renowned for being the best CRM app?

Pricing

When it comes to pricing for Salesforce CRM software for real estate, there are four different plans to choose from:

• Essentials — Provides basic features and capabilities to help get your business started.
• Professional — Includes access to additional tools such as customer journey analytics, advanced reporting, and more.
• Enterprise — Offers mobile apps, custom code development, and support for multiple currencies and languages.
• Unlimited — Everything in the Enterprise plus premium features such as field service, omnichannel engagement, etc.

To sum it up, Salesforce is an excellent choice for real estate professionals looking for CRM software. It’s a must-have. Its contact management, lead tracking, and Quote to Cash features make it easy to keep up with customers, leads, and contracts.

Without them, you risk losing track of key information or struggling to accurately measure your success rate. Try Salesforce now risk-free with the free trial.

2. Pipedrive — Easy-to-Use CRM Software for Real Estate Professionals

Pipedrive is the perfect CRM software for real estate professionals looking for an easy-to-use, comprehensive solution to manage their business. With Pipedrive, you can quickly and easily stay organized and keep track of your contacts, deals, and tasks.

Pipedrive’s property, buyer, and investor pipelines provide real estate professionals with a comprehensive way to manage their contacts, deals, and tasks.

Simply categorize each contact into the relevant pipeline, and you’ll be able to quickly identify them at a glance.

In addition to managing pipelines and contacts, Pipedrive allows you to track conversation histories. This feature is essential for real estate professionals who need to keep up with conversations they’ve had with clients or potential clients.

It allows you to reference past conversations easily and ensure that no details are missed when communicating with your customers. And on top of all of this, Pipedrive’s mobile app allows you to work from your phone on-site.

This is ideal for real estate professionals who need to be able to access their CRM while they’re out and about, whether that be at a property viewing or meeting with clients. With the mobile app, you can easily:

Pricing

Pipedrive offers one of the most budget-friendly and comprehensive CRM software solutions for real estate professionals. With four different plans to choose from, there’s something for everyone:

• Essentials — Offers basic features like contact and lead management, automated workflows, and reporting capabilities.
• Advanced — Includes additional features such as sales forecasting and predictive analytics, API access, and custom fields.
• Professional — Boasts robust features like role-based permissions, multi-language support, and advanced reporting capabilities.
• Enterprise — Full suite of tools, including unlimited users, custom integrations and dashboards, and 24/7 customer support.

Pipedrive is the perfect CRM solution for real estate professionals who need an easy-to-use and comprehensive system to manage their business.

Its property, buyer and investor pipelines, conversation tracking capabilities, and mobile app for on-the-go working make it a powerful asset to your business.

3. Zoho CRM — Complete CRM for Real Estate Companies

Zoho CRM is a one-stop solution for real estate companies looking to streamline their sales and customer service processes.

Inquiries from your potential customers can come through any number of channels, such as email, phone, social media, and more. With Zoho CRM, you have the ability to keep track of all customer interactions in one place, regardless of their source.

This allows for a unified customer experience across channels so that you can provide the best possible service to your clients.

In addition, you don’t have to worry about customers not getting the help they need. With Zoho CRM, you can create self-service portals that allow your clients to easily find answers to their questions without having to wait for a response from customer service.

This ensures that inquiries are addressed quickly and efficiently, keeping customer satisfaction high. Besides this, there’s no doubt that drip emails and other marketing campaigns are a great way to stay in touch with your customers — and Zoho helps with this too.

With Zoho CRM, you can create and manage automated email campaigns so that you can always keep your clients informed about the latest updates from your business.

Pricing

Zoho CRM is designed to help you make the most of your customer relationships. Choose from these 4 flexible, reasonably priced plans:

• Standard — Includes basic features such as lead management, sales modules, and integrations with G-Suite and Office 365.
• Professional — Offers additional features like product sales signals and lead-scoring capabilities.
• Enterprise — Get advanced features such as customer insights and workflow automation.
• Ultimate — Everything in the Enterprise package, plus extra features like customer segmentation and predictive analytics.

An omnichannel platform for multiple customers is a must for any real estate company. Zoho CRM makes it easy to keep track of customer interactions and create self-service portals that provide your clients with the help they need quickly and efficiently.

With built-in campaigns, you can also stay in touch with your customers by sending automated emails. Certainly an option worthy of a top 3 placement.

4. Monday Sales CRM — Best CRM for Self-Employed Real Estate Professionals

Monday Sales is one of the best options for independent real estate agents and brokers who want to get the most out of their business. With the advanced real estate listings manager, you can maintain an updated database of properties.

With just a few clicks, you can easily add new listings and manage existing ones. Besides this, the system also allows you to quickly locate relevant information such as price, contact details, and more.

This ensures that your customers have access to the most up-to-date property information at any point in time.

Monday Sales CRM also helps you automate lead generation by providing powerful lead capture and qualification tools.

With easy-to-use filters, you can instantly identify prospects who match your criteria and immediately connect with them through automated emails or text messages.

Without this feature, managing customer relationships would be a nightmare — so make sure to take advantage of this amazing tool if you want to stay competitive in today’s digital landscape.

Plus, on top of all of this, Monday Sales CRM offers powerful analytics tools that allow you to assess the performance of your campaigns and properties quickly.

With detailed reports, charts, and graphs, you can identify trends in the market and adjust your strategy accordingly. Need we say more?

Pricing

Monday Sales CRM is one of the few CRM solutions that offers a free plan for individuals. Besides this plan, you have 4 other options:

• Basic — Get all the features you need to stay organized and on top of your tasks.
• Standard — Includes features like advanced automation, custom workflows, and more.
• Ultimate — Perfect for teams that need maximum scalability with powerful integrations and analytics capabilities.
• Enterprise — Ideal for organizations that require tailored solutions or enterprise-grade support.

All in all, Monday Sales CRM is an excellent option for real estate professionals who want to get the most out of their business.

Unfortunately, it offers fewer modules than some other providers, but this shouldn’t be an issue for most users as it compensates with its comprehensive real estate listings manager, automated lead generation, and powerful analytics tools.

Be sure to try Monday with the free plan before committing.

5. Zendesk Sell — Cloud-Based CRM With Powerful Automation

Zendesk Sell is the cloud-based CRM solution for you if you want to stay focused on selling rather than managing your CRM.

With that said, analyzing your sales activities is key to success in real estate, and Zendesk Sell offers powerful activity reporting. This undoubtedly helps you identify trends and critical insights that can be used to inform future strategies.

With this feature, you’ll be able to track important metrics like conversion rates and customer engagement efficiently.

With Zendesk Sell’s email automation feature, you can set up automated emails to your contacts. Plus, it allows you to send personalized messages based on their activities.

Personalized communication is the key to winning customers. Without this feature, you’ll have to manually send emails to each contact and risk losing out on potential customers.

On a final note, Zendesk Sell’s drag-and-drop sales dashboard tools let you easily track your team’s performance. They provide real-time data on key metrics like leads, deals, and customer relationships.

For example, you can easily spot where your sales pipeline is underperforming and take corrective measures.

Pricing

Zendesk Sells is the perfect real estate CRM software for teams of any size. Its affordable plans make it easy to get started and grow your business with ease. Here’s the plan details:

• Team — Gain access to all the basic features plus a customizable pipeline.
• Growth — Adds advanced activity reports and sales forecasting to help you manage tasks more efficiently.
• Professional — Gives you full access to all the features, including lead and deal scoring and automated workflows.

Zendesk Sell shines where communications and sales activities are concerned.

It’s a powerful and intuitive cloud-based CRM with useful automation that makes managing customer relationships easier than ever before. The only downside is that lead generation is only available as an add-on.

6. HubSpot — Forever-Free CRM for Real Estate Agents

HubSpot’s forever-free plan allows you to get started quickly and easily with its intuitive design, enabling you to keep track of your leads, contacts, deals, tasks, and activities.

Share your prospects’ and leads’ data in a centralized CRM database that can be accessed from anywhere. With this feature, you can easily keep track of your customer relationships and manage sales activities with ease.

This prevents you from losing important information and allows you to focus on building relationships with your customers. Beyond that, can you imagine free software with a very comprehensive and customized dashboard?

That’s exactly what you get with HubSpot. It gives you a detailed overview of your sales pipeline, deals, and activities at a glance. This allows you to track progress easily and prioritize tasks accordingly.

Finally, whether cold calling or using the Dialer, real estate agents with VoIP integrations can easily make calls from within HubSpot’s forever-free CRM, which eliminates the need to use a separate calling application.

Check out the list of the best VoIP for businesses to get the most out of this feature.

Pricing

HubSpot is free, and it comes with all the features you need to get started. From task automation to call tracking and email templates, you’ll get everything without having to pay any extra charges.

But if you want to upgrade to their more advanced plans, you can do so starting at $45/user/month:

As you might suspect, HubSpot’s forever-free plan lacks some of the more advanced features that other CRM providers offer. However, it provides enough features to help you get started and manage your sales activities effectively.

7. Freshsales — Advanced AI-Assisted End-to-End Sales System

Freshsales is an end-to-end CRM software designed to help real estate agents and brokers manage their sales pipelines using AI-assisted technology — Freddy.

Freddy helps your agents prioritize prospects and leads with real-time analysis. With Freddy’s help, agents can quickly identify hot leads and focus their attention on them first to increase conversion rates.

Freshsales can quickly filter through a large pool of prospects and determine which would be the most profitable. That means your agents will never again waste precious time manually sifting through each lead to identify the best ones.

Besides this, as a real estate broker, staying on top of deals and accurately forecasting revenue is a must. Freshsales helps you do just that with its powerful analytics suite.

With this feature, you can gain insights into which properties are selling quickly and at what price points. This data helps you better understand market trends and make smarter decisions about pricing, marketing strategies, and more.

Finally, Freshsales boosts productivity with powerful automation that streamlines processes. Agents can set up automated email reminders, follow-ups, and notifications so they don’t have to worry about losing track of deals.

This allows them to focus their energy on closing the deal instead of spending time managing mundane tasks.

Pricing

Freshsales offers a free version of its well-regarded Real Estate CRM software, plus three paid plans that are tailored to fit the needs of different businesses:

• Growth — Provides you with AI-powered contact scoring and visual sales pipeline, as well as 2,000 Bot sessions.
• Pro — Adds more pipeline options, increases to 3,000 bot sessions, advanced reporting with data insights, lead qualification rules, and automated workflows.
• Enterprise — Unlocks 5,000 Bot sessions as well as advanced custom modules.

The only thing that Freshsales can improve on is the export options, which are limited compared to other CRM providers. Overall, Freshsales is a great choice for real estate agents and brokers looking to streamline their sales pipelines with AI-assisted technology.

8. Maximizer CRM — Automate Your Workflow With This Powerful Cloud CRM

Maximizer CRM is an incredibly powerful and easy-to-use software solution that can help real estate agents automate their workflow, increase productivity, and close more deals.

With Maximizer, you can set up automated tasks, reminders, and notifications that free up valuable time and allow you to focus on more important matters. For example, Maximizer makes it easy to automate follow-up emails to leads.

You can also take advantage of Maximizer’s powerful analytics tools to gain insights into your business performance. These tools allow you to monitor and assess activity in real-time, helping you make quick decisions and adjust your strategies on the fly.

In addition, Maximizer includes a full suite of productivity tools that make it easy to keep track of important deals, quickly access pertinent information, and send automated emails.

With the ability to create standard and custom templates, you can save time with every message you send out and ensure accuracy in your communications.

Pricing

Maximizer CRM’s pricing targets businesses of all sizes. The Base Edition provides an affordable solution for businesses just getting started with CRM and comes with essential features to get you up and running quickly.

For more advanced users, the Sales Leader Edition is a great option that includes additional features such as automated lead tracking, sales analytics, and improved customer segmentation. This plan is ideal for teams looking to take their sales process to the next level.

Unfortunately, several providers outpace Maximizer when it comes to integration options. However, it’s still an incredibly powerful and convenient CRM that offers real advantages for real estate professionals.

Be sure to try the software for 30 days free of charge before committing.

9. Less Annoying CRM — Zero-Frills CRM for Your Real Estate Business

Less Annoying CRM is known for being a straightforward, no-nonsense CRM software designed to be easy to use and understand while still providing powerful features.

For example, with the Buyer and Seller pipelines, you can make your team’s workflow smoother and more efficient. This feature allows you to track the progress of your deals easily, so you always know exactly where each one stands.

With this tool, you’ll also never have to worry about missing a critical step or being out of the loop on a deal again. Plus, it also allows for easy collaboration between team members, making sure everyone’s on the same page when it comes to managing deals.

Plus, with Less Annoying CRM, you’re able to create unlimited, fully customizable fields to track whatever information matters most for your real estate business. So you can customize the data points and ensure everyone has access to the same up-to-date information.

Besides all this, with LACRM, you’ll never lose a document again. This is because the software allows you to store and attach any important documents to a client’s profile, making it easier than ever to access the information you need quickly.

Pricing

Less Annoying CRM stays true to its name; the software only offers a single plan with no additional add-ons or upsells. This makes it one of the best CRMs for startups and small businesses.

For only $15/month, you can enjoy access to all of its features and get the most out of your CRM experience. With that said, if you’re looking for an advanced email marketing system, Less Annoying CRM might not be the best choice for you.

However, for general CRM needs such as tracking deals, storing documents, and customizing fields, Less Annoying CRM is a great solution.

10. Oracle NetSuite — End-to-End Comprehensive Business System

Oracle Netsuite is your complete business management solution. This powerful CRM software offers a suite of tools that can help you manage all aspects of your business, from customer relations to sales and marketing.

With Oracle NetSuite’s Marketing Automation feature, you can create personalized campaigns based on customer interests and preferences, keep track of progress in real-time, and measure the success of your efforts with detailed analytics.

What we love most is the routing rules, which lets you easily assign agents to specific properties and locations. This eliminates the need for manual assignment and makes it easier to keep track of who’s responsible for which property or area.

You can also use these rules to ensure that the right agent receives updates on any changes or new opportunities in their designated region. Plus, with the importance of keeping a critical eye on your team’s performance, Oracle helps here too. 

With comprehensive reports on each agent’s activity, you can easily track their progress over time. You’ll also be able to identify any areas they may need to improve in and recognize their successes, ensuring that everyone’s working towards the same goals.

Pricing

Unfortunately, Oracle Netsuite doesn’t publish its pricing because it depends on the features and services you require. With that said, they do offer a free trial which is a great way to test out the software and see if it’s right for your business.

Unlike other CRM solutions, you can’t simply buy Oracle Netsuite as stand-alone software, either. Instead, you’ll need to purchase the full suite of tools to take advantage of its comprehensive features.

However, for those looking for an end-to-end solution that can manage everything from customer relations to sales and marketing, this software is definitely worth the investment.

Top Real Estate CRM Software | 10 Best CRMs Compared

Check out our comparison table below for the 10 best real estate CRMs:

Why You Need a Real Estate CRM System | Key CRM Benefits

Around 60% of real estate agents now use a CRM. Here are five major reasons why:

Lead Scoring to Qualify Potential Customers

The best real estate CRMs are designed to help agents score leads.

This means that the system can take into account various pieces of information about a potential customer and assign them a score. The higher the score, the more likely they are to become customers.

Automated Follow-Up Messages

Real estate CRM systems can also automate follow-up messages to customers who have expressed interest in your services but haven’t yet committed to purchasing or renting from you.

You can set up triggers within these emails so that when certain criteria are met, such as someone visiting your website for an extended period, an automated email is sent to them.

Streamlining the Sales Process

Real estate CRMs are also great for streamlining the sales process and making sure that all the necessary steps, such as qualifying customers, scheduling appointments, and following up on leads, are taken care of promptly.

This makes it easier for agents to focus on more important tasks like closing sales.

Increased Efficiency

By streamlining the sales process, real estate CRMs can also help to increase efficiency. This means agents can spend less time on mundane tasks and more time focusing on closing deals and providing outstanding customer service.

Improved Customer Service

Real estate CRMs are designed to provide agents with insights into each customer’s needs, allowing them to tailor their services accordingly.

This helps agents to provide better customer service, which in turn leads to higher levels of satisfaction among customers and increased loyalty towards the agent or brokerage firm they’re working with.

How We Chose the Best CRMs for Real Estate Businesses | Key Ranking Criteria

It’s not that hard to find a CRM for real estate these days. But what is hard is finding one that’s worth your time and money. Here are some of the things we looked for when compiling our top 10 best CRM apps for real estate needs:

Cost of Service

We came across several packages that were either too expensive or had hidden fees, so we made sure to factor in the cost of service when making our picks to cater to various budgets.

Ease of Use

We don’t want you spending all your time trying to figure out how to use a CRM for real estate, so all the ones on this list are easy and intuitive to use.

Features & Integrations

CRMs for real estate should have features like advanced search capabilities and integrations with third-party applications such as QuickBooks and Google Calendar, among others. We made sure only those with these essential features made it onto our list.

Support

It’s always nice when a CRM for real estate offers a support team that can help you with questions or issues you may have. We considered the availability and quality of customer service when making our picks.

Automation

Finally, we looked for CRMs with automation features that can help you save time and streamline your processes — this is key to choosing any CRM software, whether its the real estate or the best recruitment CRM tools — automation is a must-have.

Real Estate CRM FAQs

Here are some frequently asked questions about real estate CRM software: