6 Best Real Estate CRMs. Real estate CRM software is an essential tool for brokers, agents, and other professionals in the real estate industry. It helps businesses organize and streamline their activities so they can spend less time on administrative tasks and more time helping clients. The right CRM makes everything easier by organizing your leads and keeping track of your conversations, appointments, and other details about every client.
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Read on to learn more about the different types of real estate CRMs and what attributes you should look for when shopping for one that’s perfect for your business.
What is the best real estate CRM?
There is no “best” real estate CRM since every company and real estate broker has different needs. However, there are some great CRM tools on the market. We recommend reading reviews and checking out the products that are most highly recommended. We’ve also listed 6 new real estate CRMs to watch in 2019 below as well.
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If you don’t see a CRM that meets your needs, you could try to build your own real estate CRM. This isn’t an easy feat, but it’s possible with the right tools, such as Zapier and Salesforce. Real estate businesses fall into two categories: brokerages and agent teams. Different types of CRMs may be a better fit for one type of business than another. Some CRMs are designed to support both types of real estate businesses, but others are optimized for one or the other.
Types of Real Estate CRMs
1- Real estate brokerage CRMs. Brokerages, which are typically larger operations, may want to use a CRM like Salesforce, which is specifically built for managing customer relationships and sales. These types of CRMs tend to be more robust and include more features, such as marketing automation and team collaboration features, that real estate agent teams may not need.
2- Agent team CRMs. Agent CRMs are often simpler and more streamlined, designed for managing a single agent’s tasks, appointments, and communications. Agent CRMs may be designed for use by a single agent or a small team of agents. An agent CRM may also be built into a larger real estate brokerage CRM, so agents have access to a single tool for all their needs.
Real estate CRM features to consider
1- Lead capture and lead management. As soon as you start generating leads, you need to be able to store them in your CRM so you can follow up with potential clients at the right time. Some CRMs make it easy to capture leads, like Leadpages, while others make the process more difficult.
2- Lead scoring. A good CRM will let you assign points to each lead based on how interested they are in buying or selling a home. This way, you can prioritize your efforts and make sure you’re spending your time on clients who are most likely to purchase a home soon.
3- Contact management. Once you’ve landed a client, you want to make sure you have all the details saved in your CRM. Some CRMs will let you assign a type of customer (e.g., a prospective homebuyer or seller), which will help you organize your client communications by type.
4- Communication tools. You’ll want a CRM that has built-in tools to help you communicate with clients. Some CRMs will let you send emails, while others will let you send SMS or text messages.
5- Project management. If you work with contractors or other clients who need to manage timelines, a CRM with project management features can make the process easier.
6- Marketing and lead generation. If you want to automate your marketing, such as creating a campaign to collect leads from potential clients, you’ll want to look for a CRM that supports marketing automation.
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The 6 Best Real Estate CRMs in 2018
1- Leadpages. Leadpages is one of the most popular CRMs for real estate agents. This CRM makes it easy to build landing pages, collect leads, and send email marketing campaigns. Leadpages integrates with other apps and services, so it’s easy to automate your workflow.
2- Insightly. Insightly is a free CRM for small businesses. It lets you track leads, manage contacts, and create to-do lists. You can easily collaborate with your team members, too.
3- Hubspot CRM. Hubspot CRM is a CRM built specifically for marketing teams. It includes tools to help you optimize your marketing efforts, like email marketing and lead tracking.
4- Salesforce CRM. Salesforce is among the most popular CRMs for real estate brokerages. It supports multiple users, integrates with other apps, and includes a variety of marketing, project management, and communication tools.
5- Streak CRM. Streak CRM is a good CRM for small businesses that want a free CRM. It includes features like lead tracking, communication tools, and project management features.
6- Zoho CRM. Zoho CRM is a CRM designed for small businesses. It includes lead tracking, communication tools, and project management features.
6 New Real Estate CRMs to Watch in 2019
1- Airswift. Airswift is a CRM built for teams and agents. It includes lead tracking features, communication tools, and project management features.
2- Relay Real Estate. Relay Real Estate is a CRM built for teams and agents. It includes lead tracking and communication tools.
3- Rover CRM. Rover CRM is a CRM built for agents. It includes lead tracking and communication tools.
4- Snap. Snap is a CRM built for teams and agents. It includes lead tracking and communication tools, including a built-in messenger.
5- Wiser CRM. Wiser is a CRM built for teams and agents. It includes lead tracking and communication tools.
6- Zoomforth CRM. Zoomforth CRM is a CRM built for teams and agents. It includes lead tracking and communication tools.
3 Good Real Estate CRMs for Small Businesses
1- Leadpages. Leadpages is a great choice for small businesses. It’s easy to use and includes many of the features you’d expect from a larger CRM, such as lead tracking and communication tools.
2- Insightly. If you’re looking for a CRM that’s free and easy to use, Insightly is a good choice. It’s designed for small businesses and includes a few basic features, such as lead tracking and communication tools.
3- Streak CRM. If you want a CRM but don’t have a lot of money to spend, Streak CRM is a good choice. It’s free and includes many of the features you’d expect from a larger CRM, such as lead tracking and communication tools.
2 Pro-level Real Estate CRMs
1- Hubspot CRM. For businesses with more resources and a bigger budget, Hubspot CRM can be a good choice. It’s a robust CRM created specifically for marketing teams. It includes many features, such as lead tracking, project management tools, and communication tools.
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2- Salesforce CRM. Salesforce is a powerful CRM designed for larger companies and real estate brokerages. It’s one of the most robust CRMs available and supports a large number of users and an extensive list of apps.
1 Final tip: Don’t forget to ask your current clients what they like and don’t like about your current process.
Using real estate CRM software can help you save time and make better use of your resources. However, you also have to be sure it’s the right fit for your business so you can get the most out of it. Before you buy, make sure to consider the types of CRMs available and what features you need so you can find the best real estate CRM for your needs.