Real estate is a highly competitive business. Because of this, real estate brokerages and agents must equip themselves with tools that will provide them with a competitive advantage. One such tool is a CRM, which can streamline customer relationship management (CRM) processes, create and handle leads, expand existing client connections and ultimately drive your bottom line.
A CRM is your most valued asset in real estate. You have to have something to keep it all straight when balancing client management, property listings, and the very real threat of being upstaged by that obnoxiously arrogant agent across the street from you.
After doing all the research, I narrowed down the list of crm software for real estate agents so you don’t have to.
What is real estate CRM?
A real estate CRM is a software that keeps track of every interaction with a client, gathers information about your customers, handles property listings, processes transactions, streamlines internal functions, and much more. In short, a CRM coupled with a mobile app for your real estate company will revolutionize the way you run and conduct your business.
Sustainable growth revolves around establishing effective client relationships and fulfilling their preferences, needs, and expectations. An enhanced CRM that enhances customer management can become a game changer for real estate companies. It can result in higher customer satisfaction, loyalty, and, most importantly, referrals and closed sales.
Key Real Estate CRM Features
To make sure a CRM platform will be effective for you, check the features page of each provider’s site to determine if the tools you require are included in the plan that you can manage. As a rule of thumb, seek platforms and plans with the following tools.
Contact management: Whatever CRM you use must provide contact management features that enable you to have as much customer information stored on them as is possible.
Deal pipelines: Tracking all your deals from the initial stage through the final one is crucial. Deal pipelines enable you to view in which phase of the deal any client is at.
Lead generation: Accrual of leads from diverse sources, i.e., social media and email, is gold. Make sure the platform you use has tools for lead generation.
Automation: Automation software will make processes faster and more efficient by taking tedious work off your hands. In case you have a desire for having more free time, be sure your choice CRM has the capability of automation.
Integrations: Businesses use numerous software platforms like accounting software, cloud storage and project management software. Ensure that your CRM of choice can integrate with the platforms you already use so that you can make cross-platform automations.
Landing pages: If you’re dealing with multiple properties that will appeal to various clientele, you’ll want to utilize various landing pages for each. Having a different landing page for every property can make it more likely to convert a lead into a client. So, make sure the CRM plan you use includes landing pages.
Document management: A document management system (DMS) can assist real estate agents with the mountains of paperwork that every transaction creates.
E-signature capabilities: Signature is often a requirement for numerous documents in real estate. Make sure the CRM you’re utilizing provides the ability to capture e-signatures or at least can integrate with another e-signature tool.
Why do real estate agents require CRM software?
Real estate agents require CRM software for a number of reasons:
1. Easily capture leads
A CRM system takes your prospecting to the next level by capturing leads from multiple sources such as web forms, chat widgets, and more. Your agents can filter and view leads through Kanban views, and add tags for easy categorization based on interest and location. For example, a prospective homeowner completes an online form indicating interest in homes in a particular area. The CRM system not only captures this lead but also enables the agent to tag it with labels such as ‘first-time buyer’ and ‘urban area.’
2. Nurture leads automatically
Through the use of a CRM system, you can promptly create automated selling sequences for the nurturing of your leads. You can create several types of email like welcome mails, follow-up and even reminder emails for the tenants whose leases are about to expire. And at the nurturing stage of a lead, you can have task reminders set to remind your agents to call at the agreed upon time.
3. Automate to increase productivity
“Do non-sales work”–said no salesperson ever. With a real estate CRM, you can effectively leverage the force of automation in order to conserve time and resources.
4. More in-depth relationship building
Today’s customers like to use more than one communication channel. Your real estate CRM is connected with your other sources of data–email, SMS, and chat. Having a single point of access to different communication channels can give your sales teams a rich customer context, including their history like previous chats. When your teams have a complete picture of customers, they can engage in valuable conversations and form deeper connections.
5. Data-driven insights
A real estate CRM utilizes in-built analytics to know your market and customers better.
6. Improved management with in-built CPQ functionality
CPQ functionality is essential for real estate agents to effectively create and distribute necessary documents like purchase agreements, rental agreements, home inspection reports, loan documents, and more.
7. Complete 360-degree view of customers
An advanced CRM platform can make your sales funnel better by tracking prospect activity on your website.
8. Deeper deal closure with AI
Deals without a CRM are troubled by missing data or missing information. You need to search for deal-making, deal-breaking information in spreadsheets.
10 Best CRM Software for Real Estate Agents
1. Follow Up Boss
Follow Up Boss is a CRM specifically built for real estate and aims to make each agent an overachiever. Standout features include automated email sending, inbound and outbound calling, and automatic text sending within one consolidated platform.
Follow Up Boss’s lead providers include Zillow and Realtor.com, which are natively integrated into the platform, and Homes.com. You can also integrate with helpful third-party tools like Showcase IDX, an IDX plugin, and RealSavvy, a software tool for building IDX websites.
Key Features
- Imports leads from 200+ sources
- Mobile app
- Outbound call management
- Central OS
Pros:
- 250+ integrations
- Strong calling features
- Easy-to-use, intuitive interface
Cons:
- Slow onboarding process
- Limited text automation
Pricing:
- From $58/user/month (billed annually) for the Grow plan. Add more users for $33/user.
2.IXACT Contact
IXACT Contact is a one-stop-shop for real estate agents who have no time to deal with a dozen different tools to sell a house. For beginners, it hopes to be your ride-or-die wingman while you’re getting your feet wet, like the Scottie Pippen of real estate software.
One of the strong points of IXACT Contact is that it’s geared towards new agents. Its Rookie Agent Program gives first-year real estate agents six months free of service. Everyone else gets a very kind five-week free trial to kick the tires.
Key Features
- Mobile app and Google Sync
- Personalized texts and auto-responder
- Tracks commissions
- Monitor sales pipeline health
- Nurture and convert leads into clients
Pros:
- Six-month free trial for new agents
- Direct mail marketing
- Easy-to-use interface
Pros:
- Unsophisticated third-party app integration
- A la carte pricing has a way of adding up fast
Pricing:
- From $46.75/month
3.Real Geeks
Real Geeks CRM offers automated support for real estate companies. As leads feed into the system, it alerts agents through email and cell phone so you can follow up instantly. Agents can also monitor agent responsibility and performance for peak operation and training purposes.
Through Real Geeks, you can also build an IDX website for your real estate company without having to code it from scratch.
With this website-building feature, you can post properties from your target geographic locations, build landing pages for your agents, and build a home valuation landing page for potential sellers. All leads passing through the site will be added to your CRM as contacts automatically.
Key Features
- Agent routing
- In-app, email, and SMS notifications
- Real-time lead activity monitoring
- Activity History
- Advanced Search Filtering
Pros:
- Quick and friendly customer support
- Easy-to-build, SEO-friendly websites
- Range of community-sourced drip campaign templates for text and email
Cons:
- Does not have a free trial—only a demo
- No customization with websites
Pricing:
- Starting at $299/month for the Establish plan on 12-months, 2 users, and an additional sign-up fee.
4. Zoho CRM
Zoho CRM, which is owned by the Zoho Corporation established in 1996, is a sales, marketing, and customer support software for clients from various industries. The low-cost pricing and comprehensive features of the platform are its most attractive features.
Zoho CRM enables agents to engage with customers regardless of their location. With the integration of live chat software, email, and social media, you can schedule real-time notifications to be informed at any moment when a lead or customer interacts with your business. The real-time reports and insights guarantee you have current data at your fingertips regardless of where you are.
Key Features
- Simple collaboration
- Customer segmentation
- In-depth analytics
- Strong automation
- Customized solutions
Pros:
- Affordable solution for future users.
Cons:
- Learning curve
- feature overload
- slow support response.
Pricing:
- Standard plans are $14 per user per month.
5.Pipedrive
Pipedrive is a CRM application that is sales management-oriented. It is among the easiest to use since it has a minimalistic interface. It is still a favorite among small and medium businesses and real estate agents due to its visual pipeline and deal management features.
Key Features:
- Visual sales pipeline.
- AI-based automation.
- Deal and contact management.
- Seamless email integration.
- Custom workflow automation.
Pros:
- Pipeline
- automation
- customizable strong integrations.
Cons:
- It lacks advanced features
- has a steep learning curve.
Pricing:
- The basic plans are $14 per user per month.
6. LeadPluss
LeadPluss, the new player in the CRM software market. Started in 2018, this is specifically targeted at real estate to facilitate professional users in managing incoming leads from diverse sources, auto-follow ups, lead to faster closure deals, and productivity enhancement overall to a large extent.
Key Features:
- Capture and scoring of leads.
- Automated processes.
- Real-time monitoring.
- Access on mobile devices.
- Simple reporting features.
Pros:
- Good automation
- cost-effective
- simple to use.
Cons:
- poor customizability
- no access to APIs
- limited support provisions.
Pricing:
- CRM plans starting at ₹499/month per user
7. Agile CRM
Agile CRM is a monosuite CRM solution available in the cloud. It is best suited for small and medium-sized businesses (SMBs). It brings together sales, marketing, and customer service in one application to facilitate the management of customer relations and interactions with the business.
Key Features:
- Automated sales, marketing, and service.
- Lead scoring features.
- Integration with email marketing.
- Project and task management.
- Tracking of contacts and deals.
Pros:
- Extensive tools
- affordable
- user-friendly.
Cons:
- Restricted customization
- cluttered user interface
- simple reporting.
Pricing plans:
- Free: $0/month for a maximum of 10 users
- Starter: $8.99/user/month
- Regular: $29.99/user/month
- Enterprise: $47.99/user/month
8. Propflo
Propflo is a CRM software that integrates AI-driven predictive analytics to assist real estate agents in managing their leads and sales pipelines. It automates and offers insights to enhance decision-making and operational effectiveness.
Key Features:
- AI-driven predictive analytics.
- Lead scoring system.
- Omnichannel communication.
- Automated workflows.
- Customizable reports and dashboards.
Pros:
- Sophisticated AI tools
- effective omnichannel communications
- strong customization.
Cons:
- Limited third-party integrations
- too much for small groups.
Pricing plans :
- Start: $300/month
- Grow: $800/month
- Expand: $2,000/month
9. Property CRM
Property CRM is a real estate CRM software designed exclusively for real estate professionals. It handles listing, lead capture, invoicing, and customer care in one window to optimize business processes and enhance customer relationships. Webtales IT Solutions has developed PropertyCRM, which is IT cloud-ready.
Key Features:
- AI-based lead management.
- Property listing management.
- SEO-optimized websites.
- Integrated invoicing tools.
- Custom dashboard and analytics.
Pros:
- Advanced lead tracking
- seamless integration
- easy-to-use interface.
Cons:
- Limited API documentation
- basic analytics.
Pricing:
- Property CRM has customized pricing
10. Sell.Do
Sell.Do is a real estate CRM software. The firm provides customers with a comprehensive solution to automate the sales process using sales automation tools, post-sales marketing, and lead and inventory management, along with marketing automation services. There are certain instances of more advanced integrations that customers require.
Key Features:
- Real estate marketing CRM.
- Sales and marketing automation.
- WhatsApp, Email, and SMS integration.
- Post-sales support.
- Customization features.
Pros:
- Automation features are great
- can be tailored to suit nearly any service provided
- excellent support service.
Cons:
- Slower to implement
- Too sophisticated for small agencies
- Lacking support outside business hours.
Pricing
- Sales Plan: ₹2,599 per user/month
- Marketing Plan: ₹5,999 per user/month
Conclusion
Picking the ideal CRM software for real estate agents is a function of your business needs. With automation and scalability, combined with seamless integrations, these solutions have evolved advanced features to automate workflow and customer relationship management.
Real estate agents should be willing to be customized, intuitive interfaces, and integration support The ideal CRM empowers companies to optimize sales cycles, optimize lead nurturing, and grow the business in a competitive market.
FAQ’s
1. Why CRM is Important in Real Estate Business?
CRM (Customer Relationship Management) plays an important role in the real estate business because it assists agents and brokers in efficiently handling their communications with clients from the start of the sales process to its conclusion.
2. What features should agents and brokers look for in real estate software?
Agents and brokers should seek real estate software that has necessary features including lead management, contact organization, property listing management, and communication features.
3. How does real estate software enhance day-to-day activity for agents and brokers?
Real estate software enhances everyday activities for agents and brokers through information centralization, automation of mundane tasks, and efficient tools for communication and collaboration. It enhances their contact management, properties, and transactions to save time and minimize manual work.
4. Agents and brokers need to consider which factors when they decide on the software?
Brokers and agents must take into account ease of use, scalability, customization capabilities, integration functionality, and cost when selecting software. It’s critical to find software that supports their particular business requirements and workflow needs. It’s also important to review customer support, training materials, and user feedback in order to provide a seamless implementation process and satisfaction with the software solution.
