A CRM is essential to help you manage your client and lead database. Which real estate CRM should you choose? Check out our top ten list for recommendations
Managing customer relationships and the data associated with them is essential for the success of any real estate agent. While all of us need a place to live, most people you reach out to will not be ready to buy or sell a home. That's why it's so important to keep your contacts in your sphere of influence, and stay in their mind until they need your real estate services.
However, managing your client and prospect relationships on your own can be extremely difficult. Not too long ago, this process was quite tedious and required maintaining spreadsheets that made it very difficult to retrieve and manage data.
Luckily, this is no longer the case. CRM software solutions have automated many customer management tasks, leaving you to focus on other core aspects of your business. In this article, I will introduce you to some of the top CRMs for real estate and go over their main features and functions.
Let’s start things off with LionDesk. Like the majority of CRMs in this list, LionDesk was created specifically for real estate professionals.
Thanks to its multitude of features, it can easily be an all-in-one solution for real estate agents, brokers, teams, and lenders to improve their operations, boost drip campaigns, and overhaul their client interactions.
LionDesk lets you easily track and store the details of every interaction you've had with your contacts, from emails to phone calls in a single all-encompassing platform. Its interface is highly intuitive and easy to navigate, making it easier to jump in and start using it as quickly as possible.
In addition, it includes tools not available in other CRMS, such as video emails and video texting. These can be created quickly and intuitively directly from LionDesk, without the need of a third party video editor.
LionDesk also you automate your drip campaigns in a matter of minutes, and keep track of its results instantly.
And if you're migrating from a different CRM (or if up to this point you were simply keeping track of all your interactions on a spreadsheet) LionDesk's data migration tools lets you easily import contacts from third-party CRMS and spreadsheets.
And if all of these features weren't enough, LionDesk offer four plans to choose from: The Free Trial, Starter, PRO+, and Elite.
These packages share the same core CRM features, but differ in terms of monthly credits and certain premium add-ons. Here is quick overview of these plans:
- Free Trial: This option lets you try out LionDesk and get used to its user interface. It gives you 15 texts, 5 video texts, 150 emails, and 5 lead assists.
- Starter: This package costs $25 per month and comes with all the standard features + monthly credits of 1,000 emails and 15 texts.
- PRO+: This package costs $49 per month and comes with all starter features + monthly credits of 5,000 emails, 1,000 texts, and 100 video texts.
- Elite: This package costs $99 per month and comes with all PRO+ features + monthly credits of 15,000 emails, 3,000 texts, and 300 video texts.
Follow Up Boss is another CRM built specifically for real estate. And in recent years, it has gained quite a lot of traction amongst real estate brokers and teams in recent years.
And there’s a good reason for that increase in popularity. Follow Up Boss offers excellent organization, marketing, outreach, and lead nurturing tools, perfect for both real estate teams, small brokerages, even individual agents.
Just like LionDesk, Follow Up Boss it has an amazingly intuitive user interface that allows you to figure out its amazing tools as quickly and painlessly as possible.
All the core functions of the Follow Up Boss platform are featured in a single interface, making it easy to find the right contacts, keep track of all your tasks, active campaigns, and add new leads.
Follow Up Boss comes in three flavors:
Grow - This option costs $69 per user/month ($57/month on its annual plan), and it includes all the core Follow Up Boss CRM features. In addition, it provides you with a company number, two-way texting, website tracking pixel, email open and click tracking, and many other features.
Pro - This option costs $499 for up to 10 users/month ($416 on its annual plan), and it includes all the features of the Grow plan, plus additional features such as a White Glove CRM migration, Phone Number + Dialer for all, Calle Recording and Reporting, Inbound Calls and Shared Inboxes, and much more.
Platform - This option costs $1,000 for up to 30 users/month ($833/month on its annual plan). In includes all the features of the Grow and Pro plans, plus Priority Support, a Dedicated Success Manager, API access and support, Teams within Teams, and much more.
KVCore is a cloud-based CRM platform specifically designed with modern brokerages in mind. As with any cloud-based solution, KVCore provides immense flexibility of access to its users, and much more security than an office server could provide.
Although we are primarily talking about KVCore's CRM capabilities, this is an all-in-one real estate marketing platform. It's myriad of features effortlessly closes the gap between a real estate website and a CRM, making it superbly efficient when it comes to capturing leads and storing new leads' information automatically.
In fact, KVCore allows agents to track all client interactions and referrals in the same interface and helps them stay on top of their local market via the property alert feature.
Another distinctive feature of KVCore is its advanced behavioral automation system. Emails and texts are fully automated and each message is given a unique and personalized tone. This will pay dividends down the road as behavioral automation helps build stronger relationships with customers.
KVCore prices range from around $500 per month for 5 agents to $1200 per month for larger teams. This might seem like a significant jump relative to Follow up Boss. However, it is important to keep in mind that KVCore is an all-in-one solution.
KVCore comes with its own website platform and does not require setting up a separate site with an IDX feed.
4- Top Producer
If you’ve been a real estate agent for a while, there’s an excellent chance you’ve seen, used or at least been exposed to Top Producer. This CRM (owned by Move Inc. the same corporation that owns Realtor.com) has a long history, being around since 1982.
As one of the oldest CRMs geared towards real estate agents in the market, its primary selling point is the huge amount of battle-tested features geared towards making a real estate agent’s life easier.
It features drip campaigns, marketing materials, and the Market Snapshot feature, which helps keep homeowner’s engaged long after the transaction.
Users also have access to a personal “follow up coach” that helps them nurture leads through one-touch actions and smart suggestions.
This system is ideal for building lifelong relationships with new prospects and maintaining the ones that you have with your existing pool of clients.
However, one of the biggest issues (which have plagued this CRM for decades now) is it’s utterly outdated user interface. Remember why we made a big deal of LionDesk and Follow Up Boss having an exceptionally intuitive user interface? This CRM is why.
Though to be fair, Top Producer has tried to update its UI, and there are some definite improvements in the last few years, you can definitely tell that this is a platform originally created in the ’80s.
So why is this CRM so highly on the list? Because of its sheer number of features, integrations, and affordability.
Pricing wise, this is one of the most affordable options on this list. The starter plan includes all the core Top Producer CRM features and costs just $40 per month.
The professional plan comes at $70 per month and includes CRM features + Market Snapshot, a market follow-up that provides agents with valuable hyperlocal data.
Finally, the advanced plan costs $80 per month and includes FiveStreet, Top Producer’s high-end lead response & management tool.
A list of the top real estate CRMs wouldn’t be complete without the inclusion of WiseAgent. WiseAgent has been around since 2001, and continues to grow and develop each year into a more formidable CRM.
Compared to other CRMs, Wise Agent is a simpler more elegant beast that focuses on doing one thing really really well: manage client relationships.
If that's really all you need, and you don't want to overcomplicate your life by getting a CRM that takes a college course to understand, Wise Agent is the right CRM for you.
Wise agent also produces a monthly newsletter that you can customize and send to your sphere of influence. Thus, this makes it a great platform to get started with your content marketing strategy.
Users get a combination of contact management tools, lead automation, and transaction management all at the fraction of the cost of comparable CRMs. In fact, pricing starts at just $29 per month and there is even a free version that is more than serviceable for newer agents.
The basic functions of this CRM are ideal for agents who don’t like to overthink client relationship management. Adding customer information and transaction checklists is a breeze and the landing pages are easy to build and integrate into Facebook and Google ad campaigns.
Realvolve is unique among all other CRMs in this list in the way it handles workflows. While it offers all the essential features that you want in a good CRM (easy handling of new contacts, tools to help you follow up on them) and it’s one of the most customizable CRMs in the market. It lets you organize contacts and transactions with tags. These tags let you organize and search transactions easily, and while it takes some time to get used to it, once you do, you’ll never go back.
Realvolve also has an iPhone and Android app.
Pricing starts at $41/month (if paid annually) for a single agent, and it offers a free 14-day trial.
If you're familiar with Trello, or other "Kanban" organizational tools and models, you'll feel right at home with Pipedrive. Pipedrive ensures an outstanding user experience thanks to drag-and-drop, task-oriented design, which makes moving, arranging, and updating CRM tasks extremely easy.
In addition to this, users can track communication with clients through a visual sales pipeline.
As you would expect from any good CRM, Pipedrive users are provided with several types of reminders that help them keep track of their activities and stay on top of every detail regarding client communication.
The follow-up alert is especially useful in that capacity. Furthermore, the notifications and alerts can be received either within the system or via email on a mobile device.
Customizability is another strong feature of Pipedrive. The integrations that are available to users are comparable to what some higher-priced CRMs offer and the workflow on the dashboard can be easily adjusted to reflect your own sales process.
Considering the wide range of features that Pipedrive comes with, the price is very affordable. The entry-level package for a single user starts at just $15 per month and you can even try the CRM for free for up to 14 days.
This cloud-based CRM software has become one of the go-to options for businesses that are looking to establish personalized communication with their clients. The simple design of the dashboard coupled with the great tracking features makes organizing contact lists and tracking client engagement extremely convenient.
Real estate agents will have an easy time following up on potential leads, generating referrals, and capitalizing on conversion opportunities.
Contactually’s effectiveness lies in its focus on the two essential components of customer relationship management: prioritizing current relationships and rekindling old ones. Unlike many other CRMs, Contactually lets you organize your contacts in order of importance and relevance to your goals.
This results in a more efficient workflow and greater productivity when it comes to nurturing leads and keeping relationships.
Users get to enjoy a 2-week trial before deciding on a plan. Contactually offers two packages at the moment: The professional plan that costs $69 per month and the Accelerator plan that comes at $119 per month.
The great thing about Contactually’s packages is that the core CRM features are virtually the same for both plans. The only notable difference between the two is the quality of the support.
As one of the leading providers of marketing technology solutions for real estate professionals, it is only natural that HubSpot would end up on this list.
While customer relationship management tools are a recent addition to their software package, HubSpot’s CRM is already making waves as an affordable alternative to some of the more pricey options on the market. There is even a free version that is more than workable.
As far as functions go, HubSpot’s tool does everything that you need from a CRM. It organizes your contact, responds to inquiries, automates workflow, and maintains contact with past clients. Other highlights of the HubSpot’s CRM include email templates, click-to-call functionality, and free meeting scheduling.
Like I mentioned above, the free version of HubSpot’s CRM is quite serviceable. With that being said, you should note that there are a lot of premium functions that you could add to your free plan. This freemium approach results in lower upfront costs and allows businesses to pick and choose the features that match their needs.
This is probably the most versatile CRM on this list. In fact, Agile CRM is not even marketed specifically to real estate professionals.
Users of this highly effective software solution include Saas companies, call centers, and eCommerce businesses. Still, the CRM comes with a host of functions that suit the needs of agents and brokers and is definitely an option that is worth considering.
The platform is fully customizable and easily adaptable to any workflow. It puts a number of automation, management, and tracking tools at your disposal and boasts unlimited document storage and appointment setting. This is ideal for streamlining a small team’s workflow on a single platform.
Agile CRM is free for up to 10 users. This plan gives you access to a decent number of functions that are seldom included in free packages, namely 2-way Email integration and custom data fields. For more advanced features, users can opt for a Starter plan ($8.99 per month) or a Regular plan ($29.99 per month).
Are you a current AgentFire client? Well, you will be glad to know that AgentFire integrates with every CRM in this list! Whatever your preferred third-party CRM solution is, our platform will allow you to integrate with it in a matter of minutes. Head over to the CRM integration addon page to learn more about the process and explore other integration options.
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