Best 5 CRM for Real Estate Business

Joanne Thompson

• 10 min read
Best 5 CRM for Real Estate Business

Because of the importance of relationships to success in real estate, the most successful agencies make use of the most advanced CRM software solutions to keep track of their clientele and other important contacts. CRM solutions have the potential to vastly improve the overall experience a customer has with a company, in addition to lowering costs and increasing sales.

Any representative will tell you that cultivating relationships with customers takes time, and that it only takes a few simple mistakes to undo all of the effort that has been put in.

Are you curious about what customer relationship management (CRM) for real estate is and what sets them apart from one another? The following is a list of the CRM software providers that, in our opinion, provide the best customer relationship management for real estate businesses.

These customer relationship management systems are designed to help you build and maintain relationships while also increasing conversion rates; we've outlined key considerations to keep in mind when selecting one.

Which CRM is ideal for real estate?

The customer relationship management (CRM) solutions included on this list each bring something distinctive to the table. Freshworks is our top pick for the best CRM for real estate due to the fact that its starter plan is relatively inexpensive and that it enables users to personalize automations.

If you are already using any of the platforms that are offered by the Zoho workspace, then adding Zoho CRM will be an excellent addition and will integrate seamlessly with your existing workflow. With an impressive amount of free functionality that is easy to build on, HubSpot is a good option for those who are working with a limited budget. This functionality includes contact management with customizable fields.

Insightly is an impressive solution for larger brokerages due to the fact that it provides extensive project management and sales support, making it simple to manage teams of real estate agents. Finally, BoomTown is a CRM that was designed from the ground up with realtors in mind. It features next-level lead generation, including a website and ad campaign builder, and it was built from the ground up specifically for realtors.

Comparing the best CRM for real estate

Freshsales

  • Price — starting at $15 per user per month.
  • Free plan — yes.
  • Trial duration — 21 days.
  • Support — Email and phone (Mon to Fri).

Zoho CRM

  • Price — starting at $14 per user per month.
  • Free plan — yes.
  • Trial duration — 15 days.
  • Support — Email (Mon to Fri).

HubSpot

  • Price — starting at $45 per month for two users.
  • Free plan — yes.
  • Trial duration — 14 days.
  • Support — Live chat, phone, online call.

Insightly

  • Price — starting at $29 per user per month.
  • Free plan — yes.
  • Trial duration — 14 days.
  • Support — Email (free) and phone (costs extra).

BoomTown

  • Price — Contact vendor.
  • Free plan — no.
  • Trial duration — N/A.
  • Support — Phone, email, and chat.

The best real estate CRM software available

Freshsales — best overall real estate CRM

Specifications:

  • Price: Starting at $15 per user per month.
  • Free plan: Yes.
  • 21 day trial period.
  • Email and telephone support (Mon to Fri).

Reasons to buy:

  • User-friendly design.
  • powerful, programmable automation.

Reasons to avoid:

  • Basic plans have limited lead generation.
  • Less integrations compared to some rivals.

Not only is Freshsales popular among real estate professionals, but it is also one of the most widely used customer relationship management (CRM) systems available today. It has a user interface that is easy to understand and highly modifiable, a mobile app that includes clever features such as voice notes, and advanced AI forecasting and insight capabilities.

Particularly beneficial for real estate agents will be the ability to personalize the user interface. You have the ability to create bespoke fields in which to store data such as the square footage, density, and typical cost of a neighborhood. You can also create links between modules, link contacts to a specific property, for example, or assign one or more realtors to a specific neighborhood or property. Another option is to create links between modules and neighborhoods.

Although Freshsales does not offer as many integrations as some of its competitors, such as Salesforce, it does have an extremely powerful automation system. You can use them to create and schedule communications like newsletters, listings, or buyer contracts; create tasks and appointments; update fields in batches; send invoices; and create tasks and appointments.

There are some lead generation tools that are only accessible through enterprise plans; this is something that smaller agencies ought to keep in mind. Nonetheless, there is a lot to like about this, and there is a lot that can be done with even the most fundamental plans.

Zoho CRM

Specifications:

  • Price: Starting at $14 per user per month.
  • Free plan: Yes.
  • 15 day trial period.
  • Email support (Mon to Fri).

Reasons to buy:

  • It works in tandem with the Zoho work suite.
  • Extremely simple to use.

Reasons to avoid:

  • Higher-end plans are a little more expensive.
  • User support is only available via email (Mon to Fri).

Fans of other Zoho products shouldn't look any further than Zoho CRM if they want a straightforward CRM because it offers the best simple solution overall. It covers all of the fundamentals, from contact and pipeline management to communications, workflow automation, and reporting, and it does them all exceptionally well.

It also integrates very well with other Zoho applications, which your real estate company may already be utilizing for things like sales and marketing, project management, invoicing, and even human resources and payroll. This is obviously another major strength of the product, and it is also one of its most notable advantages.

In addition, Zoho provides users with potent tools for the generation of leads, such as a tool for scraping social media. Because the real estate industry is so visually oriented, social media marketing campaigns have the potential to garner a lot of attention. Scrape user data directly from the app, as well as monitor your posts on social media platforms like Twitter, Facebook, and LinkedIn.

The analytics and reporting tools may not be as customizable as those offered by some of our competitors, but they will more than satisfy the requirements of the vast majority of realtors. Email is the only form of support available, but there is a wealth of documentation available to get you started, including instructions on how to construct a Zoho real estate CRM.

HubSpot — top free CRM

Specifications:

  • Price: From $45 per two users a month.
  • Free plan: Yes.
  • 14 day trial period.
  • Phone, live chat, and online calls support.

Reasons to buy:

  • There is a ton of free functionality.
  • Countless app integrations.

Reasons to avoid:

  • The learning curve might be too steep.
  • Not as effective as some competitors' reporting.

You are able to pick and choose which features you want included in your package thanks to HubSpot's modular approach to CRM, which allows you to do so. Even though some of these can be quite pricey, the fact that HubSpot's core CRM technology is available at no cost to users is a significant benefit. This means that real estate agencies can get started with absolutely no costs, and as the company develops, they can easily add more sophisticated features as they see fit.

The HubSpot app marketplace is yet another significant advantage of using this platform. Because HubSpot integrates with over 300 distinct third-party applications, it is likely that whatever workflow you are currently using is compatible with HubSpot.

The learning curve can be quite steep due to the extensive number of features that are available. However, HubSpot Academy offers a sophisticated solution to this problem. The HubSpot Academy is recognized as the leading learning center in the industry for all things CRM. It provides information on how to make the most of the app and how to customize it, and it even offers specific certifications to bring teams up to speed, which is something that busy realtors will appreciate.

The additional power features for marketing, support, and sales can be expensive, but you don't have to pay for anything until you're ready, and the free version packs quite a punch.

Insightly — project management is its’ best

Specifications:

  • Price: From $29 per user a month.
  • Free plan: Yes.
  • 14 day trial period.
  • Free email and phone (costs extra) support.

Reasons to buy:

  • Tools for integrated project management.
  • Friendly user interface.
  • Available 250+ app integrations.

Reasons to avoid:

  • Plans do not include live support options.
  • The built-in telephony feature is an additional cost.

Insightly is an extremely flexible platform that comes with a ton of features and a dashboard that can be configured in many different ways. That's one of the reasons why it can feel a bit overwhelming when you're first starting out, so getting used to the interface can take a little bit of time at first.

Having said that, there is a significant amount of potential in this regard in terms of advanced workflow automation and the customization of dashboards, despite the fact that it is not possible to hide modules that you are not utilizing. Both the lead management tools and the sales funnel are packed with a variety of features and are highly adaptable. Similar to the primary user interface, these may initially appear to be an excessive amount of information. But once you've become accustomed to the interface, you'll find that it's actually quite powerful.

In order to ensure that real estate professionals are not left behind, custom fields grant users the ability to add any kind of information they desire to the records pertaining to their customers. In addition, all of the communications, notes, and other data pertaining to the pipeline are automatically synchronized to each record.

Additionally, Insightly benefits from the efficient automation. For example, the "activity sets" feature of it, which is a list of tasks that need to be executed for each customer, makes it simple to design workflows and speed through tasks that are repetitive.

BoomTown — constructed specifically for real estate

Specifications:

  • Price: Contact the vendor.
  • Free plan: No.
  • N/A trial period.
  • Free email, phone and chat support.

Reasons to buy:

  • All features are realtor-friendly and targeted.
  • Extensive lead-generation capabilities.

Reasons to avoid:

  • Integrations and customizations are limited.

BoomTown is not as large or as well-known as the other heavy-hitters on this list, but it has earned its spot because it was designed from the ground up specifically for realtors to use. Therefore, despite the fact that it might not have as many integrations as its competitors or the same level of full customizability, it does have a lot to offer for this particular industry and is the best option for features that are focused on real estate.

For instance, BoomTown grants users access to real-time property updates and listings, which makes it simple to keep abreast of the current state of the market and communicate with buyers about interesting properties. BoomTown also comes with its very own website builder, which has built-in insights. These insights allow you to see what kinds of searches a customer has run, as well as what kinds of properties have caught their attention.

BoomTown is not just another customer relationship management system; rather, it positions itself as a partner to your company. For example, the "Success Assurance" program will communicate with your cold leads and help convert them into customers who are ready to transact, or it will continue to nurture them for up to a year after the initial contact.

It is true that there are a limited number of integrations, but there are quite a few helpful automation features. You can, for instance, automate the distribution of leads to agents, obtain predictive insights based on the activity of leads, and match listings to customers who are interested in them.

The best CRM for real estate: how to choose

When selecting the ideal CRM for your needs or those of your brokerage, there are a few aspects that you, as a real estate agent, will want to keep in mind.

The process of lead generation can be challenging, which is why the majority of the CRMs described above include at least some tools. If this is an area in which you have a lot of difficulty, then BoomTown, with its integrated website builder and "Success Assurance" hot-leads system, might be a good choice for you. Because it has so many integrations, HubSpot makes it simple to construct your own lead generation system. This provides you with greater flexibility in this area.

The ability to customize something can also be a significant factor in success. There may be a significant disparity in the information requirements that are necessary for various regions and fields of endeavor. One customer relationship management system that is particularly effective in this respect is Insightly. The use of automations is yet another significant aspect to take into consideration. The vast majority of real estate agents would rather be out in the field, showcasing properties and finalizing deals.

You'll be able to spend less time pushing buttons and more time shaking hands thanks to the powerful automations that are available with services like Freshworks and Zoho, for example.

How we evaluate real estate CRM programs

When evaluating CRM software, we take a number of different factors into consideration. This includes features such as the management of contacts and leads, the management of deals, the management of bulk emails, and the generation of leads. We also investigate the integrations and automations offered by third-party companies, as these can increase the usefulness of a CRM.

Because customer relationship management software is used by the majority of people as a means to an end rather than as something to spend a lifetime learning, usability is of the utmost importance. We look at the user interface, any helpful or useful shortcuts, and how much we can personalize the settings.

Another crucial component is providing excellent service to customers. We evaluate the customer service in terms of its responsiveness and friendliness, as well as the standard support options, such as phone, email, and live chat. In addition, we investigate the types of supporting documentation that are offered. Cost is an important factor, but so is the variety of plans offered to accommodate users' varying financial constraints and the availability of risk-free trials.