Real Estate CRM

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By: Scam Risk - Expert Reviewer

Best Real Estate CRM Software

Putting up a house for sale can be a bit stressful.

While it usually takes approximately two seconds for any shopper to get a soft drink off the shelf at the grocery store, the typical home buyer visits ten homes and talks to a real estate agent for ten weeks before a decision is made by them, based on

And it makes sense…

Besides possibly being the priciest thing people will purchase in their lifetimes, it is also the place where families will spend years – sleeping, eating, and sharing special occasions they will remember forever.

You have to be picky regarding that particular thing. 

As an outcome, real estate leads will be different from your typical sales lead.

For one point, it is direct-to-consumer, and also, for another, many leads come sometimes through your listings or from direct referrals.

And networking is massive in real estate sales.

Therefore, you would like a CRM software platform that can send networking emails to nurture relationships.

Not every CRM can deal with these needs, that is the reason we have scoured the readily available choices and the best that fits the bill.

We’re going to review Real Estate CRM to see which one is the right tool for you real estate business.

We’ll talk about whether real estate is the right online business for you.

At the end, I’ll answer some of the most frequently asked questions regarding Real Estate CRM and real estate in general.

And most important, I’ll show you the exact system I used to build my own internet marketing business to over $40,000 a month in mostly passive income.

This system made me swear off real estate for good, because it uses some of the same skills but in a much more powerful and profitable way!

Check Out This Simple Way To Run A Digital Real Estate Empire Online
With no:
This is so simple, it should be illegal.

Table of Contents

What Is A CRM In Real Estate?

Real estate CRM software allows companies to take care and develop healthier relationships with their connections, like prospects, leads, and existing clients, all in one place.

The best CRM for real estate agents is easy to use and keeps all their contact information in one organized platform and automates mundane tasks.

CRM For Real Estate

CRM software acts as your source of fact for prospect and customer info, making it possible for you to cultivate relationships and make data-driven decisions.

For top-performing property agents, a CRM is a vital tool for managing a proper pipeline in a way that saves time and mind power.

Allow me to share several of the primary vital features a CRM provides to make everything easier:

  • Organize prospect info, making it simpler to find (i.e., you can forget about hunting through spreadsheets).
  • Rapidly react to property inquiries without having to look through your inbox.
  • Keep track of which prospects you have contacted and which ones are farther in the house buying process.
  • Gather info digitally, such as your prospects’ site activity or whether they opened or read your emails.
  • Deal with your sales pipeline in a single location and monitor closings.
  • Keep in contact with previous clients for future referrals and relationship management.
  • Automate tasks and workflow like email follow-ups after open houses.

Below, we look at top CRMs you can utilize at your real estate company. Although a number of these CRMs are not marketed straight to realtors, they’re able to be easily applied to the real estate market.

Real Estate Business

A real estate business is a company entity that handles the buying, management, selling, or investment of property attributes. Real estate is defined as the property, buildings, land, air rights above the land, and underground rights beneath the land.

The sad truth that many face these days is that under 5% of individuals that reach age 65 have money that is enough to retire and are “financially secure enough,” based on the US census bureau.

When you like to establish yourself up for a stress-free retirement, it might be time to think about beginning a real estate investing business to realize your personal financial objectives.

Beginning a real estate investment business won’t be easy, but it is going to be worth it with the correct preparation.

Best of all, you can find many sources on small business methods for real estate professionals that can make the learning process simpler and more effective. 

Comparison Of CRM Software


Thryv is an all-in-one business management software meant to help businesses with important business functions.

With Thryv, business people can expand their internet presence, improve some customer relationships, and streamline business processes. 

Salesforce Sales Cloud

This is an on-demand CRM solution providing programs for small and mid-sized business companies, targeting product sales and customer interactions.

This Salesforce platform has excellent CRM features that can help you. 

Top Producer

This is a web-based CRM system suited for brokerages or agents in the Real estate sector. The platform assists agents in personalizing follow-up and dealing with clients from first contact to long-term repeat and referrals.


iHomefinder is a CRM and marketing solution created for real estate agents, brokerages, and teams.

With a marketing automation device, this particular solution allows real estate agents to avoid wasting time while producing business leads. 


Copper is a user-friendly CRM for medium and small-sized businesses that require a better way to manage leads and increase consumer relationships.

When you do not have enough time for data entry, tiresome administrative tasks, or extremely complicated resources, Copper is your best bet. 

Freshworks CRM

Freshworks CRM is a cloud-based CRM platform that helps companies across various industry verticals to deal with their interactions with present and possible customers.


Firepoint is a cloud-based lead generation & business management solution that caters to midsize and small companies in the real estate market.

It will help users manage leads, report key metrics and track team activities.


Trello is a visual collaboration program for preparing projects and tasks.

While widely used by agile software development teams, the platform is utilized in different departments like advertising, sales, HR, and support. 

Zoho CRM

Zoho CRM is a cloud-based business management software that serve companies of all sizes.

It provides marketing and sales automation programs with helpdesk, analytics, and also client support functions., an award-winning collab, and task management platform, will help teams plan together effectively and perform complex projects to provide results on time. group and job management application allow users to monitor and track projects. 


Pipedrive is a web-based sales customer relationship management and pipeline management solution that allows companies to prepare their product sales activities and monitor deals.

Built using activity-based marketing methodology, Pipedrive streamlines each action you need to perform. 


Nimble offers mobile-based and browser widget sales force automation and social CRM solutions for midsize and small businesses.

The solution automatically updates customer profiles, and interaction records from contact prospect lists. 


Airtable is a cloud-based project management platform targeting small to midsize companies and departments within bigger companies.

This system focuses largely on data business and collaboration. 


Apptivo is a cloud-based collection of applications made to help small businesses manage a selection of functions like human resources, financials, and supply chain management. 

The Wise Agent

This is a cloud-based real estate CRM solution that can help companies and representatives automate the management of sales activities like leads, responses, transactions, and appointments.

Less Annoying CRM

Less Annoying CRM is a CRM solution that caters to small businesses’ requirements.

Cloud-based deployment is offered by it, various configuration choices, and a dashboard that provides an introduction to contact info, files, project, and other data. 


ResMan is the industry-leading property management platform chosen by owners, investors, and operators across the multifamily, inexpensive, and commercial real estate marketplace.

This platform is made for the changing needs of your business. 

Daylite for Mac

Daylite is a CRM and Project Management app for teams of 1 to 100 staff with Mac OS.

Keep track of the interaction with clients and the condition of tasks and deals all in a single spot, whether you’re working offline.


KvCORE is a cloud-based CRM platform created for contemporary brokerage businesses in the real estate market. Leading and upcoming independent brokerage firms are able to utilize KvCore’s app to close the deal. 


Marketing and sales automation solution for the real estate market is offered by Boomtown. Through Boomtown, brokers can choose and personalize a lead generation site, monitor and nurture leads, and monitor team success and sales.


Top Picks For The Best Real Estate CRMs

There’s a great deal of CRM examples on the market, but not all are designed for managing real estate sales. We have chosen these solutions as the most effective CRMs for real estate representatives.

Check out the best solution for real estate:

Salesforce CRM

Salesforce CRM claims it can deal with real estate sales from open house to closing the deal. Particularly, the software can:

  • Upload contacts and leads quickly
  • Track email messages and calls
  • Integrate tools to handle email campaigns
  • Allow you to work anywhere because of its mobile app 


You can personalize Insightly, especially for real estate. Its lead management tool enables you to update lead sources so that you can monitor interest from any inbound marketing channel, even from listings, emails, social media, ads, or referrals.

Furthermore, you can automate the process, so results go directly into the platform, and customized feeds enable capturing data vital to you. 

Through the contact management process, you will be ready to personalize the view so your contacts can be categorized as agent, seller, source, property manager, and much more.

The Opportunities tool could be configured to add in real estate-specific fields, like home type, comforts, ideal home description, etc. 

Follow Up Boss

Follow Up Boss is a sales CRM platform created for small real estate teams. Automatically import & distribute prospects from more than 200 sources like BombBomb, Zapier, and CINC.

New lead & incoming calls from your site listings are put into action with automated texts & emails, and you can categorize types of customers and prioritize which requires contact.

Software Pricing (Subscription Plans)

Per employee/per month: This design enables you to pay a fee every month for every one of your staff. 

Per user/per month: Users pay a fee every month for users – typically admin users – instead of all employees.

Perpetual license

This calls for paying an upfront amount of the license to have the software and work with it indefinitely.

This is the more conventional model, and it is most common with on-premise applications and with larger companies.

What To Search For In A CRM Software For Realtors

If you are in real estate, you are not making the usual sales pitch. Therefore, you do not want the common CRM application – you would like perfect real estate CRM software, whether you are discussing a residential and business real estate CRM.

You have specific requirements, and consequently, you ought to be searching for a CRM application with the following main characteristics.

High-Quality Contacts Tool

Because relationships are essential to property sales, you would like a platform that allows you to list not simply a person’s standard contact info but every detail and interaction you can collect.

Do they have a birthday celebration coming up?

Did you chat about traveling in Spain with a cocktail gathering a couple of weeks back?

Did they mention they may know a couple of individuals in the market for a home and recommended you call them up in a couple of months?

Whether you wish to call it account management, relationship management, or sales management, this is a necessity.

Selling houses isn’t like selling magazines – it requires a great deal of trust and possibly lots of months before the deal is closed by you. Thus, you require patience and a real estate CRM platform that will help you remain very organized and on the ball when it involves your connections.

Search for a program with the following features:

  • Lots of fields to capitalize on the info you can enter
  • Very customizable
  • Automated reminders that you can preset 

Excellent Customer Service

You need referrals to thrive in property sales, and then to get those, you need a good reputation. The sole way to get that sound reputation is by providing outstanding customer service and help.

You have to make the purchasing experience as smooth and problem-free as you can for customers and tackle all of the other headaches and details that can crop up over the complex process of purchasing a house.

Can You Make Money With Real Estate CRM?


You can certainly increase your bottom line with a good real estate crm, but if you’re gonna put in the amount of grueling work to become a realtor (which, trust me, isn’t easy), you might as well bring in some REAL money.

The program that helped skyrocket my online business to $40,000+ per month teaches some of the same realtor skills, but shows you how to monetize them in a much, MUCH more profitable way.

Is Real Estate CRM Legit Or A Scam?

Real estate CRM is 100% legit and not a scam.

While it is entirely possible to build a profitable, successful real estate business… There are better ways to build a business other than with real estate.

My #1 pick proves this.

Because unlike Real Estate CRM, it actually provides real proof of real success from real people as recently as a few days ago.

But, when it comes to building a business, you have plenty of options.

Keep in mind, I don’t get paid to promote any of the programs I review. I personally think real estate is a great business model, but you could end up leaving way too much money on the table.

What Is Our Top Recommendation For Making Money Online In 2021?

Where these Real Estate CRM fall short is in scalability.  Because in order to make a good amount of money with real estate, you have to own several different properties.

And who has that kind of capital to start?

But what if you went local?

With Local Lead Generation, you will be getting service requests from multiple sites at every minute of the day from people who are willing to pay a lot of money for what you can provide them.

I was watching a YouTube video once where the host made a comment that it isn’t about making a lot of money from one website… it’s about making a little bit of money from lots of different websites.

So, think of it this way….

What if you could have streams of investment income where you operated 10 rental units that you could charge anywhere from $750-1,000 per month?

That’s $7,500-10,000 per month in passive income!

What If You Invested Into 100 Rental Units?

But instead of spending $Millions to build houses or apartment complexes… you spend a couple hundred dollars to build websites.

You then get those websites ranked in the search engines for specific home-based services that customers are searching for.

Next, you offer your lead generation system to local business owners who are looking for customers and are willing to pay you for their information.

And Then…


You’ve just created a Digital Real Estate Investment Empire that is potentially earning you 4-5 figures in PASSIVE INCOME on a monthly basis without spending a single dime on ads.

With conventional digital real estate, you have to compete with thousands, if not millions of others who are selling the SAME product to the SAME customers.

Once the training program is completed you will also have access to a Facebook group much better than the Real Estate CRM group in our opinion. This group is much more active.

Unlike Real Estate CRM, where you’re profiting maybe $250 per property, you could be getting 5-10X THAT.

With Local Lead Generation, the competition is virtually nothing and your profit margins are 85-90%.

Now, I could go on and on, but I’m sure you have tons of questions about how to create Digital Real Estate assets and start building YOUR digital empire!

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