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Best Real Estate CRM Software: Buyer’s Guide

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Real Estate CRM Software is mainly targeted for real estate vertical business and is designed for real estate agencies and property agents. This set of software needs to provide all traditional functionality of CRM like contact management, communication management, client relationship management and lead nurturing and followup. In Real Estate CRM the contact management’s critical requirement is to centralize all contacts as this is a key pain point for the users. This along with lead generation, nurturing, and lead engagement is critical for real estate and property agents.

Unlike traditional CRM, where the client profile is mostly of buyer profile, in Real Estate CRM, the client profile can be both buyer and seller and the processes and workflows will be different for each of these profiles.

Many of the CRM in this category provide support to create a realtor specific website, website visitor tracking to convert to leads. This feature is very much appreciated by the users in this segment. In addition, provision of website analytics will be considered an added bonus. In addition, drip campaigns, pre-designed email templates, email flyers, and the ability to send both bulk and personalized emails are critical.

Since lead generation is a critical process, ability to integrate with social media ads is desirable. In addition, many of the CRM provide industry-specific newsletters and realtors make great use of it. Vendors need to provide extensive training videos and how-to-use videos and these are highly desired by the users.

The Real Estate CRM software can be of two types

  • Software built ground up specially tailored for the real estate industry. The examples here include products like Follow Up Boss, BoomTown, Zurple, kvCORE.
  • CRM vendors building vertical solutions on their base platform to cater to the specific needs of the real estate segment. These can be treated as industry solutions. Vendors like PipeDrive, Leadsquared adopt this approach.

The selection of the right Real Estate CRM depends on the size of the business, business process requirements, and goals of the business - lead generation, contact management, lead nurturing, or lead engagement. Within this category, different vendors provide different capabilities with varying degrees of robustness. It is important to assess business needs before selecting the right CRM.

We bring you a selection of such software for your consideration.

Best Real Estate CRM Software

BoomTown

Real Estate Software for Agents & Brokers to close more deals and grow business

4.62

2191 Reviews
BoomTown Icon

BoomTown

4.62
★★★★★
★★★★★
Real Estate Software for Agents & Brokers to close more deals and grow business

BoomTown is a cloud-based real estate platform that combines lead generation, customer relationship management and IDX websites and is scalable, enabling real estate brokers and agents to close more deals.

Highlights
Top Processes : Engagement management,Engaging and following up,Generation of new leads
Top Features : Alerts: popups & Notifications,Personalization,Dashboard
Pros & Cons
Pros
  • Drip Campaigns, client engagement, followup and reminders.
  • Easy to setup and use.
  • Good training and customer service.
  • Lead generation and lead capture from website visitors.
Cons
  • Emails might land up in lead’s spam if they have higher security controls.

Market Leader

Real Estate CRM Software pioneer in lead generation and contact management systems

4.47

1058 Reviews
Market Leader Icon

Market Leader

4.47
★★★★★
★★★★★
Real Estate CRM Software pioneer in lead generation and contact management systems

Market Leader is a pioneer in lead generation and contact management systems helping real estate professionals manage and grow their businesses. It helps to acquire customers and scale best practices.

Highlights
Top Processes : Generation of new leads,Engagement management,Engaging and following up
Top Features : Templates,Alerts: popups & Notifications,Dashboard
Pros & Cons
Pros
  • Website analytics facilitates managers to check lead sources, website traffic and conversions.
  • lead capture and automatic contact management to help with lead conversion.
  • Digital advertising best practices from marketing experts.
Cons
  • Lack of integration support to direct leads from Facebook ads into CRM.

kvCORE

Real estate platform with next-gen solution for modern brokerages and enterprises

4.56

2136 Reviews
kvCORE Icon

kvCORE

4.56
★★★★★
★★★★★
Real estate platform with next-gen solution for modern brokerages and enterprises

kvCORE is a cloud based real estate customer relationship management (CRM) solution for brokerages, agents, and teams to help manage the entire business via one platform. It helps the agents generate leads, shortlist leads, sync contacts with the database and provide insights by running business analytics.

Highlights
Top Processes : Generation of new leads,Engagement management,Engaging and following up
Top Features : Landing page,Personalization,Alerts: popups & Notifications
Pros & Cons
Pros
  • Automated email followup - both personal and mass mails.
  • Ease of customization of email templates.
  • Social media integration for lead capture - specifically Facebook Marketing.
Cons
  • Listing update can be faster.

Follow Up Boss

Real Estate CRM and Lead Management Software to deliver an incredible customer experience

4.35

1625 Reviews
Follow Up Boss Icon

Follow Up Boss

4.35
★★★★★
★★★★★
Real Estate CRM and Lead Management Software to deliver an incredible customer experience

Follow Up Boss is a real estate CRM and lead management system that allows automatic distribution and follow up leads from over 200 different lead sources. It helps real estate teams, make the sales process, and follow up as efficient and effective as possible.

Highlights
Top Processes : Engaging and following up,Engagement management,Generation of new leads
Top Features : Gamification,Templates,Leaderboards
Pros & Cons
Pros
  • Pull-in leads from 200+ sources and manage lead distribution from a single place.
  • Integration with Office 365, Gmail, Google Calendar.
  • Instant calling and call tracking. Automated and extensive followup.
Cons
  • Content provided for action plan and email templates can be improved.

IXACT Contact

Real Estate CRM & Marketing Automation System to win more business

4.50

925 Reviews
IXACT Contact Icon

IXACT Contact

4.50
★★★★★
★★★★★
Real Estate CRM & Marketing Automation System to win more business

IXACT Contact is a Real Estate CRM Software and Marketing Automation all in one integrated solution that helps to keep in touch with the clients and contacts in a strategic way. It helps to acquire customers and enhance customer relationships.

Highlights
Top Processes : Contact list management,Communication management,Drip marketing
Top Features : Personalization,Templates,Live monitoring
Pros & Cons
Pros
  • Integrated solution with CRM, email marketing and mobile friendly realtor website
  • Email drip campaigns supported by automated and professional newsletters.
  • Ease of use and good user interface, integration with Facebook, Twitter, LinkedIn.
Cons
  • Commission calculation and tracking can be included in the product.

Wise Agent

Real Estate CRM Software to increase the productivity

4.42

1786 Reviews
Wise Agent Icon

Wise Agent

4.42
★★★★★
★★★★★
Real Estate CRM Software to increase the productivity

Wise Agent is a Real Estate CRM platform that automates the leads, responses, appointments, and transactions. It provides seamless transaction management, centralized client information and smart marketing automation. It provides the members one simple platform to run and organize every aspect of the business. It helps to acquire customers and enhance customer relationships.

Highlights
Top Processes : Contact list management,Drip marketing,Engaging and following up
Top Features : Templates,Personalization,Landing page
Pros & Cons
Pros
  • Transaction templates, customizable drip campaigns and training videos.
  • Numerous pre-built integrations including Zillow, Google
  • Responsive customer service.
Cons
  • Dashboard can be improved for better customization and visualization.

LionDesk

Cloud-Based CRM & Communications Tool for Realtors & Brokers

4.34

717 Reviews
LionDesk Icon

LionDesk

4.34
★★★★★
★★★★★
Cloud-Based CRM & Communications Tool for Realtors & Brokers

Liondesk is a cloud based CRM and Communication tool for retailers and brokers. It helps to acquire customers and enhance customer relationships.

Highlights
Top Processes : Drip marketing,Communication management,Engagement management
Top Features : Personalization,Recording,Templates
Pros & Cons
Pros
  • Easy to use preset drip campaigns that can be customized.
  • Video text messages in campaigns, Text-2-sell campaigns.
  • Responsive customer support.
Cons
  • Data import and export features can be improved.
  • Video upload has limitations around size.

Zurple

Client Generation Software for Real Estate Agents

3.86

903 Reviews
Zurple Icon

Zurple

3.86
★★★★★
★★★★★
Client Generation Software for Real Estate Agents

Zurple is a real estate lead generation software with a predictive CRM, enabling lead capture, lead conversions and marketing automation. It provides the tools that help real estate agents capture leads, analyze lead behavior and develop and maintain connections with leads.

Highlights
Top Processes : Engagement management,Engaging and following up,Generation of new leads
Top Features : Personalization,Alerts: popups & Notifications,Conversation Intelligence
Pros & Cons
Pros
  • Lead generation, behavioral analysis and client communication.
  • Intelligent AI based system with text/email campaigns and lead engagement.
  • Home search websites for each targetted area.
Cons
  • Search capabilities can be improved.
  • Contacts are shared across Zurple agents.

CINC

Real Estate Lead Generation and CRM Platform to nurture clients and monitor their business

4.11

649 Reviews
CINC Icon

CINC

4.11
★★★★★
★★★★★
Real Estate Lead Generation and CRM Platform to nurture clients and monitor their business

CINC is a real estate lead generation platform that includes a website, CRM, and brokerage management tools. CINC puts its focus on brokerage tools, including agent accountability. It provides solutions such as lead generation, lead management, lead nurturing, lead conversion, and client retention.

Highlights
Top Processes : Generation of new leads,Advertisement,Engaging and following up
Top Features : Personalization,Recording,Dashboard
Pros & Cons
Pros
  • Great tool for lead generation and converting leads to buyer and seller clients.
  • Organize and filter leads and nurture leads with email drips.
  • Ease of use.
Cons
  • Clients might potentially be informed of spam emails even when they sent legitimately.
  • No social media integration for lead generation.

Referral Maker CRM

Real estate CRM with lead generation tool offering realtor training and support

4.16

279 Reviews
Referral Maker CRM Icon

Referral Maker CRM

4.16
★★★★★
★★★★★
Real estate CRM with lead generation tool offering realtor training and support

Referral Maker CRM is a real estate CRM that provides the tools for enabling generation of a steady stream of referrals and leads. The software comes in both desktop and mobile versions.

Highlights
Top Processes : Generation of new leads,Engaging and following up,Engagement management
Top Features : Personalization,Dashboard
Pros & Cons
Pros
  • Integrated contact management and lead generation system.
  • Ability to combine clients into groups and contact clients based on the group they're placed in.
  • Ease of use with mobile app.
Cons
  • Lack of email marketing and campaign management