It's 2024, and needless to say, the days of manual lead management are over.
If you want your real estate business to thrive, not just survive, you need to invest in technology that streamlines your operations and improves your client relationships.
CRM is the best customer management technology you could get your hands on.
But what exactly is a real estate CRM, and what does it do?
Customer Customer Relationship Management software, or CRM for short, is a system that helps companies keep track of their interactions with customers.
It uses customer data to understand their needs better.
There are different types of CRM, including operational, analytical, and collaborative.
In this article, I’ll explain why you need CRM real estate software and list down the best CRM for real estate.
The need for a CRM for real estate agents
As a real estate professional, you have to stay on top of leads, clients, and day-to-day tasks, which, I understand, is far from easy.
There's a reason why over 60% of real estate agents earning over $100,000 annually use customer service software, such as CRM.
It provides you with a significant advantage in the competitive market.
Here's why you should consider investing in a real estate CRM.
- Lead management: You can easily capture, organize, and follow up with your real estate leads.
- Streamlined communication: A CRM allows you to centralize all client communication, store important details, and access them instantly.
- Personalized relationships: By storing client preferences and interaction history, you can provide a personalized touch to communication that fosters loyalty and generates valuable referrals.
- Improved productivity: A CRM assists you in organizing tasks, setting reminders, and managing your schedule.
- Data-driven insights: CRMs provide valuable analytics and reporting that empower you to track your performance and make informed business decisions.
- Mobility and accessibility: The best CRM apps give you the freedom to access information on the go and manage your tasks from anywhere.
6 Top CRMs for real estate agents
Here, I've listed 6 of the best CRM for real estate agents. Let's go through them one by one.
1. Follow up boss
Follow Up Boss (FUB) is the best CRM for real estate on this list.
It helps real estate professionals stay organized, engage effectively with leads, and coach their teams.
This platform offers a range of tools to streamline workflows and boost productivity.
FUB caters to various real estate professionals, including team leads, admins, agents on teams, ISAs, and solo agents.
It has been recognized for its many success stories.
Main features:
- Lead management from Zillow, MLS, and social media
- Smart follow-up with personalized follow-up emails, texts, and calls
- Sales pipeline management
- Task management for team members
- Real-time updates on lead interactions, new leads, and team activity
- Customizable workflows that fit your business processes
Pricing:
FUB offers three pricing structures:
- Grow plan for solo agents and small teams, priced at $69/month per user (monthly billing) or $58 per user (annual billing).
- Pro plan for mid-range teams, priced at $499 per month for 10 users (monthly billing) or $416 for 10 users (annual billing).
- Platform plan for large real estate enterprises, priced at $1000 for 30 users per month (monthly billing) or $833 for 30 users (annual billing).
2. Wise Agent CRM
Wise Agent CRM is another one of the best CRM for real estate designed by a real estate agent, Nakia Brooks.
It’s a conversions-focused real estate CRM program.
At its core, Wise Agent is an all-in-one system that streamlines your real estate business. It helps you identify and target potential customers more effectively.
Wise Agent also allows you to provide valuable information to buyers and sellers that can position you as a trusted agent in the industry.
Main features:
- Intuitive contact management
- Automated real estate lead generation and nurturing
- Customizable marketing tools (flyers, emails, drip campaigns, etc.)
- Integrated calendar and appointment scheduling
- Transaction management and commission tracking
- Seamless third-party integrations (Google, Facebook, MailChimp, and more)
- Excellent customer support and onboarding assistance
Pricing:
Wise Agent CRM offers a monthly plan at $49 with a 14-day free trial and complimentary onboarding.
The annual plan is priced at $499 and saves you 15% compared to the standard monthly rate.
For larger teams of 15+ agents, Wise Agent provides custom enterprise pricing with white-label solutions and 24/7 live support.
3. Propertybase
Propertybase real estate CRM is built on the Salesforce platform and offers a unique blend of client management, automated marketing, and website creation.
It consists of robust listing management tools, including automated syndication across multiple platforms and detailed analytics on listing performance.
The document storage feature is especially beneficial for real estate professionals managing various documents like contracts, agreements, and client information.
Propertybase GO is designed to scale alongside real estate businesses. It accommodates increasing listings, transactions, and client data.
Main features
- Configurable CRM for lead and contact management
- Paperless closings and secure transactions
- Detailed reports and dashboards for tracking activity and progress
- IDX websites with a content management system (CMS)
- Back office module for secure document storage and compliance
- Automated lead routing and drip campaigns
- Customizable dashboards for data analysis
- Scalable platform suitable for real estate brokerages, enterprises, and teams of all sizes
Pricing:
Propertybase offers two main pricing plans: Company and Enterprise.
The Company plan starts at $69 per user per month (billed annually) with a minimum of 4 users.
Their Enterprise plan is priced at $89 per user per month (billed annually) with a minimum of 10 users.
4. Realvolve
Our next best real estate CRM, Realvolve, has gathered a dedicated following due to its customizability, efficiency, and focus on enhancing real estate agents' productivity.
It has advanced workflow automation capabilities that act as a digital transaction coordinator, assistant, and secretary, working 24/7 to streamline operations.
The highlight of Realvolve is its transaction management functionality, which simplifies the complex process of closing deals.
Agents can track transactions, manage documents, and collaborate with clients and team members within the platform.
Main features:
- Highly customizable platform for tailored workflows
- Transaction management system for efficient operations
- Modern user interface for simplicity and ease of use
- Integration with various tools through Zapier
- Focus on workflows for effective follow-up and task management
- Personalized workflows included in the Navigator package
- On-site training and integration support with the Concierge option
Pricing:
Realvolve CRM offers three pricing plans.
- The Basic plan starts at $94 per month.
- The Accelerate plan is priced at $99 per month.
- The Navigator plan is a custom-priced option that includes one-on-one guidance from experts to help set up workflows.
5. Real Geeks
Real Geeks is one of the best CRM for real estate agents that helps you manage marketing efforts from start to finish by integrating CRM tools with the website.
Real Geeks has a unique feature that automatically reassigns leads to another agent if the initially assigned agent does not engage with the lead.
The reassigning ensures no lead goes uncontacted.
It collects data on user activity on the agent's website, which is then funneled directly into the CRM to inform marketing efforts and guide the agent's understanding of buyer preferences.
Main features:
- Customizable labels for timeline, sources, status, and urgency
- A/B testing for landing pages
- Automatic updates from MLS every 15 minutes
- SEO functions for capturing clicks
- Home valuation tool for converting leads
- Blogging tool for demonstrating expertise and increasing web presence
- Integrated CRM for lead management
- Automated email drip campaigns
Pricing:
Real Geeks offers four tailored pricing plans for real estate agents and teams. All plans require a one-time sign-up fee.
- The Establish plan for new agents starts at $299 per month.
- The Grow plan is $599 per month.
- The Expand plan is $999 per month.
- The Conquer plan is $1,599 per month and comes with an online marketing and retargeting strategy.
6. Market Leader
Market Leader CRM is a robust real estate platform that excels in lead generation and engagement tools.
At the core of Market Leader is its CRM lead management capabilities.
The platform provides a steady stream of exclusive buyer and seller leads from the agent's target markets.
With a lead delivery commitment, agents can count on receiving the number of leads they've paid for.
Beyond lead generation, Market Leader offers an "Engagement Co-Pilot" - a suite of lead nurturing and marketing automation tools that help agents cultivate relationships and convert leads into clients.
Main features:
- Consistent lead generation with exclusive, unshared leads
- Ability to target specific cities and get the quantity of leads paid for
- Engagement Co-Pilot for lead nurturing and marketing automation
- Pre-built, customizable real estate website
- Library of guides, scripts, templates, and other free resources
- Network Boost for expanding the agent's network with Instagram and Facebook leads.
Pricing:
Market Leader offers three main plans tailored for agents, teams, and brokerages.
Pricing is not available for any of its plans on the website. So, you will need to contact the sales team to determine the pricing.
Build your perfect real estate CRM program!
The real estate industry thrives on relationships and data.
While all the CRMs listed above offer valuable features, a custom CRM tailored to your specific needs provides a whole new level of efficiency, flexibility, and control.
Formaloo provides a CRM builder that allows you to build your own CRM that perfectly aligns with your workflow.
Here’s how it lets you build the best CRM for real estate:
- It captures all the data points crucial for your business, from lead details and property information to transaction specifics and client preferences.
- The CRM eliminates repetitive tasks by automating lead nurturing sequences, follow-ups, and task assignments based on pre-defined triggers.
- Within a custom CRM, you gain real-time insights into your sales pipeline, lead conversion rates, and team performance with customizable dashboards that present data in clear, easy-to-understand formats.
- Formaloo prioritizes data security. You can control access to sensitive client information and choose to store your CRM data on secure cloud servers or keep it entirely on-premise.
Formaloo offers a free trial so you can experience using the software firsthand before committing to it. Sign up for free today.
