Real estate is a complicated and competitive industry, making it essential for real estate professionals to have the right tools to succeed. That is why a customer relationship management (CRM) system is one of the most vital tools for real estate businesses.
As an experienced real estate software consultant, I have seen firsthand how important it is to select the right CRM for your real estate business that is user-friendly and fits its goals.
However, if you choose the wrong real estate CRM, it can be detrimental to your business. You may fail to track contacts and transactions accurately, miss out on essential opportunities or lose leads.
In this article, I will provide an overview of the best CRM for real estate in 2023. I have created a comprehensive list based on the latest trends, features, and customer reviews to give you my expert opinion on which CRMs are worth your time.
What is a CRM for Real Estate?
A CRM for real estate is a tool designed to help agents, brokers, and real estate professionals better manage client relationships within the industry.
The goal is to provide a comprehensive platform to enable real estate agents to track better leads, potential customers, contacts, conversations, and other data related to their businesses.
It helps facilitate sales and marketing processes, such as:
- Lead generation
- Task management
- Conversion tracking
- Data analysis and reporting
- Client follow-up and communication
With all of these features combined into one platform, a CRM for the future of real estate provides an invaluable tool for agents wanting to become more efficient in their business operations. This process helps agents increase transparency and productivity while reducing time spent on administrative tasks.
A good real estate CRM system should also have built-in tools allowing agents to easily store documents, share information with their colleagues or clients, create custom reports, and use predictive analytics to optimize workflow.
However, a poorly-chosen CRM can increase errors since data entry will take longer, and mistakes may be more likely. Additionally, if you choose a CRM that does not provide adequate customer support, you may experience additional frustration due to technical issues or delays in response times.
That’s why it is crucial to choose wisely when selecting the best CRM for your business needs. With the help of a CRM, agents can close deals faster and make more money by providing better customer service and improving efficiency.
Why Do Real Estate Agents Need a CRM?
Real estate agents need a CRM solution to help them manage the large number of contacts they deal with daily. It lets agents easily track customer relationships, store contact information, and follow up on leads.
Additionally, agents can analyze their contact data to identify potential trends and opportunities in the market. With a CRM, real estate agents can respond to inquiries more efficiently and quickly close deals, allowing them to spend more time growing their business.
Here are some of the top benefits of using the best CRM for real estate:
- Team collaboration
- Contact management
- Better prospect follow-up
- Better processes & automation
Let’s go over these benefits in greater detail!
Team Collaboration
Real estate agents need a CRM to help them collaborate more efficiently as a team. This is especially helpful when working on large or complex projects, as it allows teams to stay organized and track progress while providing everyone with the same information in real-time.l
The CRM also helps facilitate better team communication, allowing agents to quickly share updates, documents, and ideas without the hassle of multiple emails or conversations.
Additionally, many CRMs have features like task management and automation capabilities that help streamline operations and ensure tasks are completed efficiently and on time.
By providing practical team collaboration features, CRMs can make life easier for real estate agents who juggle multiple projects simultaneously.
Contact Management
Real estate agents need a CRM to effectively manage their contacts and help them stay connected with their clients. A good CRM will provide the agent with robust contact management features, allowing agents to create a contact list, categorize contacts, and track all customer communication.
CRMs also allow for the automation of tasks like emails, drip campaigns, and text messages, which can be used to nurture leads and help real estate developers increase sales and conversions.
Agents can also use contact management tools within their CRM platform to prioritize contacts based on key factors like lead sources or client activity. By leveraging the power of a well-implemented CRM solution, real estate agents can easily stay in touch with their clients and drive more sales.
Better Prospect Follow-Up
Real estate agents need a CRM to help them better follow up with their prospects. As previously mentioned, a CRM allows the agent to store and organize all of the contact information and data from each prospect so that they can quickly reference it when creating personal follow-up messages.
With a CRM, agents can quickly identify who has responded to emails, what properties have been shown, and who the most qualified buyers are. Agents can also automate email campaigns so prospects receive regular updates about new listings or changes in their interest.
Automation frees up valuable time for agents to focus on higher-value activities like building client relationships. Additionally, a system to track progress is essential for an effective follow-up process, as it clarifies which prospects are closest to committing to a purchase or rental agreement.
Better Processes & Automation
Real estate agents need a CRM to help them better automate their processes and increase efficiency. With the help of a CRM, real estate agents can streamline customer communication and capture client information for better data mining.
It allows for better task management, allowing agents to stay organized and productive. For example, reports are generated quickly, so agents can review customer behavior promptly and adjust accordingly.
Automation also helps reduce time spent on mundane tasks such as follow-ups and document management. Through automation, real estate agents can save time and focus more on developing client relationships rather than getting bogged down in tedious paperwork.
How to Choose a Real Estate Business CRM
When choosing the best real estate CRM, you want one tailored to your specific needs and designed to improve the efficiency of your sales process. Looking for a system with powerful yet easy-to-use contact management, task automation, and reporting functionalities is crucial.
Here are some tips to help you select the best CRM for real estate:
- Research the market
- Evaluate customer service
- Compare features & pricing
- Test it out & start integrating
Let’s take a closer look at each of these tips!
Research the Market
When researching the market for a real estate CRM, looking at reputable reviews and customer feedback is essential to understand the type of service the CRM offers.
Additionally, it may be beneficial to speak directly with other real estate professionals who have used a particular CRM to gain more insight into their user experience.
You should look for in-depth analytics and data mining software to gain insight into lead conversion rates, customer retention, and other metrics. It is also wise to research the security measures that a potential CRM provider has in place, as this will ensure that your data is safe and secure.
Evaluate Customer Service
Evaluating customer service is essential when researching a potential CRM real estate software. The best real estate CRMs provide dedicated customer support teams that respond quickly and efficiently and have flexible hours of availability.
Look for a CRM that offers multiple channels to communicate with their customer service team, such as phone, email, or live chat. It is also important to assess how well they know the product or services they are offering.
A helpful customer service team should be able to answer questions accurately and thoroughly to provide customers with the information they need. Additionally, look for a CRM that offers reliable support even if technical difficulties or server issues interfere with the system’s functioning.
Compare Features & Pricing
Comparing features and pricing of real estate CRM is vital to maximizing your investment. It is essential to consider your business’s specific needs and determine its required features.
Take the time to look at what each software offers regarding user interface, features, and scalability. Some systems provide more robust customer relationship management functionality than others, such as powerful search and filtering capabilities for contacts, properties, and transactions.
When assessing pricing, consider the cost upfront, ongoing subscription fees, and additional costs for extra features or customization options. Look for discounts from vendors or sales promotions offered by third-party developers that may provide different savings opportunities.
Additionally, make sure to read reviews from other customers to help ensure you get the best value for your money in a reliable real estate CRM system.
Test it Out & Start Integrating
When finding a real estate CRM, testing out the product before committing is essential. You must ensure the CRM has all the features necessary for the real estate industry, such as contact management, marketing automation, lead generation services, and reporting capabilities.
You should also assess how easy it is to integrate into your existing systems and processes. If possible, try out a free trial for a short period to better understand what you’re signing up for.
Additionally, pay close attention to the customer service offered by the vendor and ensure they have knowledgeable staff that understands your specific requirements. This will help make the transition smoother while allowing you to adjust if something isn’t working correctly.
Best CRM for Real Estate Businesses
Choosing the best CRM for your real estate business can be challenging with so many options. So we’ve done the legwork and compiled a list of some top contenders based on overall features, pricing, customer service, and integration capabilities.
With new technologies and strategies emerging daily, it can be difficult for businesses to keep up with the latest CRM trends. As the real estate industry evolves, so does our list of the highest-rate CRMs.
Here are our top picks for the best CRM for real estate:
- Realvolve
- Follow Up Boss
- Real Geeks
- Wise Agent
- Pipedrive
- LionDesk
- Propertybase
- Top Producer

Why We Chose It
Realvolve is an innovative CRM specifically designed for the real estate industry. It allows you to easily manage leads, contacts, properties, and transactions all in one place.
The powerful and intuitive platform helps streamline your work, automate tasks, and provide detailed insights into your business performance. With its customizable fields and workflow automation, Realvolve makes running a successful real estate business more accessible.
It also offers features like automated task reminders and calendar schedules that keep you on top of all your real estate duties. For real estate agents looking for a reliable CRM solution that can help them build their businesses, Realvolve is an excellent choice.
Key Features
- Client Tracking
- Lead Management
- Reporting & Analytics
- Third-party Integrations
- Transaction Management Tools
- Automated Marketing Campaigns
Pricing
Realvolve offers a demo and a free trial to users. They also have four monthly pricing plans based on the needs of your business.
These are the four monthly subscriptions Realvolve provides:
- Basic: $94
- Accelerate: $99
- Navigator: $869
- Concierge: $2,119
Although, it is essential to note that a sign-up fee is required for each plan. However, users who pay annually can receive up to two months of the service for free.
Pros
- Easy-to-use interface
- A robust task management system
- Multi-layered reporting capabilities
Cons
- No mobile app capabilities
- There might be a learning curve for beginners
- Pricing can be prohibitive for small businesses

Why We Chose It
Follow Up Boss is a powerful yet simple CRM designed specifically for real estate agents. The platform helps agents to better manage business relationships by providing detailed contact profiles, automated drip campaigns, and powerful reporting tools.
It provides an easy-to-use interface with real-time notifications and a robust automation engine covering every sales process aspect. With this CRM, agents can gain deep insights into their contacts and leads, prioritize tasks, track performance, and close more deals in less time.
Additionally, the platform is web-based, mobile-friendly, and integrates well with popular third-party websites like Zillow, Trulia, Facebook, and Google for an improved workflow.
Key Features
- Mobile App
- Priority Support
- Team Leaderboard
- Call Reporting & Recording
- Unlimited Leads & Contacts
- Dedicated Success Manager
Pricing
Follow Up Boss offers many real estate agents a 14-day free trial and three subscription plan options at monthly and annual rates.
Here are the monthly pricing plans available for users:
Grow: $69
Pro: $499
Platform: $1,000
Although, users who go with a yearly payment plan receive a monthly discount and are eligible to receive up to two months of the platform’s services for free.
Pros
- Customizable reporting options
- Integrates with third-party services
- Includes robust automation capabilities
Cons
- No free plan
- No option to buy leads
- Pricing plans are expensive

Why We Chose It
Real Geeks is a cutting-edge real estate CRM platform that provides everything agents need to run their businesses efficiently and effectively. This platform makes it easy for agents to stay on top of the latest trends in the industry and provide exceptional service to their customers.
Agents have access to real-time analytics to track performance and make better decisions, from prospecting to closing deals. Additionally, its intuitive interface and advanced integration capabilities can be customized easily for any business’s needs.
Plus, Real Geeks integrates with many popular apps like Zapier and Salesforce so that you can use the data in other ways. With its robust features and competitive pricing structure, Real Geeks is one of the best CRMs for real estate professionals.
Key Features
- Integrations
- Lead Nurturing
- Market Reports
- CRM Mobile App
- Property Valuation Tool
- Automated Email Campaigns
Pricing
Real Geeks is a subscription service offering users a free product demo before purchasing. Pricing starts at $299 a month. However, to sign up for their platform, users must contact Real Geeks directly through their website.
Pros
- Customizable IDX website
- Offers lead generation tools
- Includes cloud-based storage and scalability
Cons
- Customer support could be improved
- Lack of advanced marketing capabilities
- There is an entry barrier for some businesses

Why We Chose It
Wise Agent is an intelligent CRM designed with real estate agents in mind. It features powerful tools to help keep their business organized and automated.
The software enables agents to easily create and manage leads, track conversations, and maximize customer relationships. Its intuitive interface makes it easy to customize the platform according to individual needs.
Additionally, Wise Agent includes a wide range of marketing and analytics capabilities that allow users to measure their performance and optimize their approach over time.
With Wise Agent’s drag-and-drop workflow builder, they can set up email campaigns tailored to each stage of the customer journey that automatically updates when leads move through the pipeline.
Key Features
- Email Marketing
- Lead Automation
- Pipeline Management
- Contact Management
- Transaction Management
- Marketing Automation Tools
Pricing
Wise Agent offers a 14-day free trial for new real estate agent users with three pricing plans at annual or monthly rates.
These are the three payment plans Wise Agents provides:
- Monthly: $32
- Annual: $326
- Enterprise: Customized pricing
By signing up for free, users can access 24/7 live support and advanced features like a team-friendly calendar, social media enhancement, unlimited document storage, and customization options for landing pages.
Pros
- Easy-to-use interface
- Great customer support
- Offers lead generation tools
- Provides detailed reporting and analytics
Cons
- Integration tools are limited
- It does not offer a mobile app
- The learning curve can be steep for new users

Why We Chose It
Pipedrive is one of the best real estate CRM software solutions for real estate agencies. It helps streamline operations and makes it easy to manage contacts, tasks, deals, and emails in one place.
Its unique timeline feature helps users track progress on deals in real time, while its powerful automation capabilities allow them to save time on manual tasks. Pipedrive also offers robust analytics and reporting tools that give users insights into their performance to make well-informed decisions.
The platform also integrates with various third-party apps to make it even easier to collaborate with team members, clients, and other stakeholders. With its flexible pricing plans, Pipedrive is an ideal choice for real estate agents and brokers looking for a comprehensive CRM solution that can help them effectively manage their business operations.
Key Features
- 24/7 Support
- Customization
- Workflow Builder
- Integration Tools
- Marketing Automation
- CRM Project Management
Pricing
Pipedrive offers first-time users a free trial and four pricing plan options at monthly or annual rates.
These are the monthly plans Pipedrive provides:
- Essentials: $19.90
- Advanced: $34.90
- Professional: $59.90
- Enterprise: $119.90
However, users who pay annually can save up to 25% monthly off each plan. Additionally, the platform includes advanced feature add-ons that users can pay for to upgrade their existing plan.
Pros
- Easy-to-use
- Pricing is affordable
- Offers comprehensive reporting tools
Cons
- Customer service could be improved
- Advanced features require extra payment
- Limited customization options and scalability

Why We Chose It
LionDesk is an all-in-one CRM solution for real estate agents, brokers, and teams. It has a powerful suite of tools to help streamline your business operations, including contact management, drip email campaigns, automated tasks and reminders, and lead generation tools.
Its intuitive dashboard lets users quickly access vital customer information such as past communications, shared documents, and client notes. LionDesk’s integrated analytics platform provides vital insights showing where leads are coming from so you can better target them.
Additionally, it offers features such as call tracking and recording so you can monitor contact center performance. With its robust mobile app capabilities and integrations with leading real estate platforms like Zillow and Realtor.com listing sites, LionDesk provides the tools for real estate agents to manage their business efficiently.
Key Features
- Text Manager
- Lead Distribution
- Contact Management
- Custom Landing Pages
- Third-Party Integrations
- Transaction Management Tools
Pricing
LionDesk offers a free trial and two payment plans for users to choose from at a monthly or annual rate.
Here are the two monthly pricing plans offered:
- CRM: $39
- CRM Premier: $139
However, users receive a monthly discount if they pay annually for either plan. LionDesk also offers some advanced add-on features for an additional rate for users who want to upgrade their current subscription service.
Pros
- User-friendly interface
- Flexible pricing options are available
- Offers many popular third-party integrations
Cons
- No free options are available
- Limited customization options
- There is a learning curve for beginners

Why We Chose It
Propertybase is a powerful, cloud-based CRM for real estate teams. It boasts integrated email marketing, analytics, and transaction management to help maximize lead generation, sales productivity, and customer satisfaction.
With automated workflows and custom dashboards, Propertybase gives agents and teams a real-time overview of their sales pipeline. Moreover, it has a robust contact database with an easy-to-use search function that lets users quickly find information about leads or clients.
Propertybase allows users to customize the software according to their specific needs and keep track of tasks by assigning them to different team members. With its intuitive design and user-friendly interface, Propertybase is among the best real estate CRMs available for real estate agencies today.
Key Features
- Mobile App Features
- Reporting & Analytics
- Team Communication
- Contact Management
- Marketing Automation
- Lead Generation Tools
Pricing
Propertybase is an excellent real estate CRM that offers new users a free demo. However, to sign up for their subscription services, users must contact them directly to receive a customized quote.
Pros
- 24/7 customer service
- Easy-to-use dashboard
- Built-in marketing tools included
Cons
- Customization is limited
- There is an entry barrier for beginners
- Pricing might be expensive for smaller businesses

Why We Chose It
Top Producer is a leading real estate CRM software that provides agents and brokers with powerful tools to help them manage leads and transactions. With access to a library of customizable marketing materials and lead tracking, Top Producer makes it easy to target the right customers through effective marketing campaigns.
The software also helps streamline communication by providing automated emails and text messages tailored to each customer’s needs. Top Producer is one of the most comprehensive CRMs today, allowing agents and brokers to keep track of all their relationships in one central location.
Additionally, Top Producer is easily scalable for businesses of any size and can be integrated with other platforms such as social media accounts, websites, or cloud services.
Key Features
- Lead Response
- Email Marketing
- Social Media Insights
- Transaction Management
- Dynamic Workflows & Tasks
- Lead Management & Routing
Pricing
Top Producer offers three pricing plan options and a demo for users who want to test the service before purchasing.
These are the three monthly subscriptions offered to users:
- Pro: $109
- Pro Team: $299
- Pro + Smart Targeting: Custom pricing
However, users can purchase add-ons to upgrade their chosen plan.
Pros
- Creates targeted email campaigns
- Generates valuable real estate leads
- Integrates with popular real estate apps
Cons
- No free trial offered
- Lacks built-in transaction tools
- SEO integration is available only in higher-priced plans
Final Thoughts
A real estate agency needs reliable CRM software to maximize sales and build customer loyalty. The right CRM for real estate agents can make all the difference in finding and closing deals.
This will allow you to track data from all of your sources in one place and make it easier to understand the overall performance of your business. We recommend Pipedrive or Wise Agent, as they offer comprehensive tools to help organize your customer data at cost-efficient prices.
However, no matter which CRM you choose, ensure it fits your business needs and budget so you can get the most out of the software. By leveraging the full power of real estate CRM software, businesses can quickly build custom solutions tailored to their unique needs and ensure each deal is managed efficiently.
Are you a real estate agent looking for reliable CRM software? Do you have any questions about real estate CRM? Let us know in the comments below!
Frequently Asked Questions
The most accessible real estate CRM software is Propertybase, which offers users a free demo and customizable subscription services.
When choosing the right real estate CRM, look for contact management, team communication, lead generation tools, mobile app features, reporting and analytics, and transaction management. These features will help you manage your contacts, track your leads and transactions, and increase efficiency in the real estate market.
The highest-rated real estate CRM is Top Producer, which offers a comprehensive suite of tools to help agents and brokers track leads and transactions in one central location. It also provides automated emails and text messages tailored to customers’ needs.
The most affordable real estate CRM is Wise Agent, which offers users a variety of monthly subscription plans and add-ons available. It also integrates with popular real estate apps to help streamline workflow processes.
Real estate CRM software can help agents generate leads, close deals faster, build customer loyalty, and maximize sales. Additionally, it helps agents stay organized and gain more significant insights into all their relationships in one central location.
The No. 1 real estate CRM is Pipedrive, which offers users advanced contact management tools, intelligent automation features, and reporting functionalities to help agents manage their sales pipeline more efficiently and close deals faster.
When selecting a real estate CRM, consider the software’s cost and whether or not it offers free trial periods. Additionally, check if it has all the features you need to help you manage your contacts and transactions. Finally, verify that it is easy to use and integrated with third-party apps.
A CRM can help you manage your leads and contacts more effectively by allowing you to create and store contact information, track customer communication history, send automated emails or text messages, build customer loyalty programs, and measure performance. It also allows you to access your data in one central location.
Yes, many CRMs offer goal-tracking and performance dashboards to help you monitor your progress. Some CRMs also have custom reporting features that can generate detailed reports to give more insights into your sales pipeline.
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