Close deals faster with these 15 real estate CRMs

You may have heard that the golden rule in the real estate industry is “location, location, location,” but what you may not realize is that behind the scenes, real estate agents are working around the clock to match their leads and clients with their dream locations.

Managing contacts, matching properties to the right customer, automating messaging and follow-ups, and tracking deals in the pipeline are all essential real estate tasks outside of talking to clients and showing properties. A reliable customer relationship management (CRM) platform is the backbone of any real estate professional, enabling them to focus on the right customer at the right time to get deals closed quickly.

In this blog post, we’ll look at the benefits of a real estate CRM, the features you need including AI-powered capabilities, the best CRMs for real estate professionals, and how monday CRM can help you close more deals.

What is a CRM for real estate?

A CRM allows real estate agents and brokers to manage leads and clients better, foster stronger relationships, and close more deals.

As a real estate agent, your primary responsibility is to guide your clients through each stage of the sales process, from lead generation to closing deals and even post-closing service. This means you need to juggle a lot of tasks simultaneously for multiple clients, such as:

• Develop a deep understanding of each of your client’s needs and preferences
• Organize and schedule a busy calendar of appointments
• Maintain effective communication
• Manage the inflow of new leads

A CRM may be the single most powerful tool in a real estate agent’s arsenal because it provides a central platform for all of these tasks. Add intelligent data analytics, AI, and automation into the mix, and possibilities open up even further. CRMs can go a long way in helping real estate agents establish more meaningful relationships with clients by ensuring all aspects, from communication to scheduling viewings, are managed efficiently.

The core benefits of using a CRM for real estate

Thanks to increasingly open and customizable configuration options within CRM technology, real estate professionals can access an expanding range of benefits. For real estate professionals, there are a few key benefits to using a CRM platform.

• Never lose track of a client: Realtors have multiple clients, all with different needs and preferences, and a CRM helps you never lose track and keep track of every client portfolio in real time to monitor progress and pipeline activity
• Improve relationships with centralized data: Track client info, budgets, preferences, and communications all in one place and continuously update contacts with updated information based on new properties or interactions
• Streamline communication: The best CRM software allows you to integrate different communication tools and sync data in one cohesive platform, whether it’s phone calls, emails, Zoom, or SMS, and capture all the essential information in your fully integrated CRM
• Automate marketing and sales initiatives: Connect marketing and sales operations directly to your CRM software and create automations to trigger reminders, follow-ups, communications, lead scoring, and prospect engagement
• Increase sales with targeted offers: By storing all your most important contact data and communications in one place, it’s easier to keep track of exactly what your clients are looking for so that you can better personalize interactions and notify clients as soon as there’s a relevant property or offer

Features to look for in a CRM for real estate

There are many CRM products out there, from generalized relationship management platforms to focused, industry-specific CRM tools. Whatever direction you choose, make sure it has the key CRM features you need to keep track of all your properties, clients, communications, leads, and deals.

• Full pipeline management: Capture and distill information visually relating to all stages of the sales pipeline, including lead capture, engagement, deal completion, and post-sales follow-ups
• Detailed client profiles: Synchronize all the information you have on your client in one place and create custom filters so that you have all the relevant data ready when you need it
• Workflow automations: Set triggered custom actions like lead management, notifications when a client opens an email, reporting, or responding to a new lead
• Lead capture and nurturing: Real estate clients come from all different sources, so look for a CRM with custom forms and enough integrations to sync lead data from other platforms
• Reporting and analytics: You want to be able to get data-driven reports based on your historical sales to better understand team performance, client behavior, and where to make improvements
• Communication tools: Integrate calls, texts, emails, and social media messages in one place to make it easier to stay on top of all your client communications
• AI-powered assistance: AI is an indispensable tool for real estate agents who need help saving time and balancing dozens of clients with smart tools for communicating, following up, delegating, summarizing client calls, and automating tasks

Close more sales with AI-powered real estate CRMs

Artificial intelligence is making it easier for professionals in many fields to work smarter and quicker, and real estate agents are no exception. With AI, agents can save precious time on manual administrative tasks and get deeper insights into deal probabilities to understand where to focus their efforts. Here’s how AI is making a difference for real estate companies and agents:

• AI writers: Generate compelling property descriptions, email responses, and marketing content automatically
• Predictive analytics: Identify market trends and predict property values to help agents make informed decisions
• Sales forecasting: Analyze historical data to predict future sales performance and revenue potential
• Lead scoring: Prioritize high-quality leads based on engagement, behavior, and likelihood to convert
• Deal analysis: Assess the viability of real estate deals by evaluating pricing trends, seeing at-risk deals, and market conditions
• Chatbots: Automate responses to client inquiries and provide instant assistance 24/7
• Automated follow-ups: Ensure timely communication with prospects and clients through AI-driven reminders and messaging
• Market segmentation: Analyze customer data to create targeted marketing campaigns for different buyer personas
• Sentiment analysis: Evaluate client interactions and feedback to gauge interest and refine sales strategies
• Virtual assistants: Schedule appointments, manage listings, and streamline administrative tasks for better efficiency

Commercial real estate CRM

Some agents and brokerages deal primarily with residential real estate and others with commercial. While there may be differences in how to handle clients for both, when it comes to commercial real estate CRM software, the main things you want to look for include:

• Customizable pipelines to keep track of different types of customers
• AI-powered features like lead scoring and automation make it easier to engage the right clients
• Advanced analytics to get insights into market trends and identify potential investment opportunities

Otherwise, whether you work with commercial or residential clients, most CRM features will be the same and will help you centralize property data, client communications, and deal progress in one platform.

The top 15 CRM platforms for real estate agents

Several CRMs for real estate exist, but sorting through them can be costly and time-consuming. As a real estate agent, you know that your time is better spent with clients, so we’ve briefly summarized a few of the top CRMs for real estate so you can get a good overview of your options. Let’s take a closer look.

1. monday CRM

Best for: Powerful AI-powered automation and deal tracking in an intuitive interface

monday CRM is a fully customizable, no-code sales platform that lets you centralize your entire sales cycle. You can organize and manage your pipeline, automate your entire sales process, streamline communication, and gain valuable insights into your entire sales cycle and forecasting.

Key monday CRM features

• Deal stages widget: See all your client information at a glance and get a 360-degree view of your opportunities to clearly understand where each stands in your pipeline
• AI-powered automation: Save valuable time and close more deals by using AI to create automations to score leads, assign them to agents, set reminders, get notifications, and more
• AI assistant: Save time with AI email personalization to always engage and communicate with leads and customers
• Customization: Easily tailor the platform to fit your unique sales pipeline, workflows, and processes and edit deal stages, add columns, and manage unlimited pipelines and contacts

monday CRM pricing

• Starting from $12/seat/month
• Four plans to choose from: Basic, Standard, Pro, and Enterprise
• Free trial available
• Read more about monday CRM plans and pricing here

2. Wise Agent

Best for: Real estate agents managing transactions, leads, and automated marketing

Wise Agent is an all-in-one real estate CRM platform that helps agents stay organized, manage contacts, market their business, and close more deals. It includes automated marketing tools, customizable workflows, and integrated communication tools to help agents stay in touch with their clients.

Key Wise Agent features

• Lead generation: Identify and target potential customers with integrated lead nurturing tools
• Transaction management: Manage due dates, documents, signatures, and more all in one place
• Integrations: Seamlessly connect with over 100 popular business tools

Wise Agent pricing

• Starting from $49/month or $499/year
• Enterprise plan available
• 14-day free trial

3. LoneWolf Front Office

Best for: Small teams and brokerages needing integrated CRM and back-office tools

Formerly Propertybase, LoneWolf is a comprehensive real estate platform featuring back-office management, lead generation, marketing, and more. LoneWolf Front Office acts as a CRM and helps real estate professionals manage front-end and back-end operations in one place.

Key LoneWorld Front Office features

• Lead management: Centralize your contacts from lead sources in a single location and target your most active leads
• Create websites: Use the platform to build stunning websites to showcase your properties with tons of pre-designed elements
• Email campaign management: Create branded and customized email campaigns to consistently engage your client lists

LoneWolf Front Office pricing

• Available on request

4. LionDesk

Best for: Automated text, email, and video messaging for real estate professionals

LionDesk is an integrated CRM platform and marketing automation tool designed to help real estate professionals manage their businesses efficiently, stay top-of-mind with clients, and sell confidently. It offers a range of services to streamline client communication, automate tasks, and improve lead generation.

Key LionDesk features

• Contact management: Organize contacts, communication history, and other relevant details in a centralized database
• Automated communication: Stay engaged with clients and leads via auto drip campaigns, bulk text messaging, and video communication
• Lead generation: Integrates with lead sources like Zillow, Trulia, and Realtor.com to help agents capture and manage leads

LionDesk pricing

• $39/month
• 14-day free trial available

5. Real Geeks

Best for: Real estate agents looking for marketing automation and lead nurturing tools

Real Geeks is a comprehensive real estate sales and marketing platform with a robust CRM system. The CRM provides a clean, uncluttered dashboard to help real estate agents effectively manage tasks, reminders, contacts, leads, and the sales pipeline.

Key Real Geeks features

• Automation: Set up automated email and text message drip campaigns to nurture leads and stay in touch with clients
• Contact management: Maintain detailed lead profiles, including contact information, communication history, and other relevant details
• Communication: Use pre-built templates and workflows to call, email, and text clients directly from the CRM

Real Geeks pricing

• Starting from $299/month
• Four plans to choose from: Establish, Grow, Expand, and Conquer
• Free demo available

6. Follow Up Boss

Best for: Teams integrating multiple lead sources into a streamlined sales process

Follow Up Boss is a comprehensive CRM platform designed to help real estate agents and brokers get organized, engage with leads, and coach their teams. Teams can use the central hub to build and scale systems with a wide range of third-party tools and platforms.

Key Follow Up Boss features

• Contact and lead management: Organize contacts, leads, and client information in a centralized database
• Automated communication: Nurture leads and stay in touch with clients via automated email and text message campaigns
• Integrations: Connects with 250+ third-party tools and platforms, including lead sources and website providers

Follow Up Boss pricing

• Starting from $58/user/month
• Three plans to choose from: Grow, Pro, and Platform
• Free trial available

7. Top Producer

Best for: Agents focused on lead nurturing with MLS integration and automation

Top Producer offers a comprehensive suite of real estate tools, including a robust CRM with MLS integration, lead generation tools, and marketing automation features designed to help agents grow their businesses.

Key Top Producer features

• Communication: Create automated email drip campaigns to nurture leads and stay in touch with clients
• Lead generation: Integrates with online lead sources like Zillow and Realtor.com and provides AI-powered “Smart Targeting” to identify potential sellers
• MLS reports and insights: Automatically populates property listing data and status updates from the MLS and get reports and real-time alerts on properties

Top Producer pricing

• Starting from $179/user/month
• Three plans to choose from: Pro, Pro + Leads, and Pro + Farming
• Free demo available

8. Realvolve

Best for: Workflow automation and task management for real estate professionals

Realvolve CRM focuses on automating workflows, handling communications, and enhancing productivity for real estate professionals. It also includes a library of pre-designed templates to help you get started on everything from creating workflows to contacting leads.

Key Realvolve features

• Workflow automation: Create customized workflows to automate repetitive tasks, streamline processes, and ensure consistent follow-up with clients
• Communication: Integrates with various communication channels, including email, SMS, and social media, to help agents stay in touch with clients and automate outreach
• Contact management: Maintain a comprehensive contacts database linked to properties, transactions, and automated marketing campaigns

Realvolve pricing

• Starting from $94/user/month
• Two plans available: Basic and Accelerate

9. Pipedrive

Best for: Visual sales pipeline management with strong automation and reporting features

Pipedrive is a popular tool with real estate businesses thanks to its easy visual interface, helpful integrations, and workflow automations. It also has several built-in features — like the integrated meeting scheduler and the ability to connect VoIP tools directly to the platform — that make managing a real estate business a breeze.

Key Pipedrive features

• Pipeline management: Create separate pipelines for properties, investors, and buyers to keep track of all their journies
• Contact management: Keep track of conversation history and organize messages by client and property
• Automated lead nurturing: AI can help agents nurture leads with automated follow-ups and email communication

Pipedrive pricing

• Starting from $14/seat/month
• Five plans to choose from: Essential, Advanced, Professional, Power, and Enterprise
• Free 14-day trial available
• Learn more about Pipedrive plans and pricing here

10. Zillow Premier Agent CRM

Best for: Real estate professionals leveraging Zillow insights for lead management

The Zillow Premier Agent CRM helps real estate professionals get more value from potential clients and connections already on the Zillow real estate network. It’s designed to assist agents in managing clients and tracking real estate performance, with tools to streamline communications, manage tasks effectively, and stay on top of follow-ups.

Key Zillow Premier Agent CRM features

• Exclusive insights: Unearth data-driven, actionable insights about leads and clients to manage pipelines efficiently
• Personalized reporting: Generate tailored reports for an individual agent or team performance tracking
• Communication: Manage teams, reminders, and new connections on the go with the mobile app

Zillow Premier Agent CRM pricing

• On request

11. Zoho CRM

Best for: Customizable automation and AI-driven sales insights for real estate teams

Zoho CRM is a cloud-based CRM designed to manage customer relationships and sales pipelines. It offers a variety of comprehensive features and AI capabilities that help streamline sales processes with customizable automation tools and integration with a range of third-party applications.

Key Zoho CRM features

• Lead management: Capture leads from multiple sources, nurture them, and track progress across stages
• Workflow automation: Set up automation rules to save time and improve lead conversion
• Sales artificial intelligence: Zia, Zoho’s AI assistant, offers insights on when to contact customers, generates personalized emails, and helps agents work faster

Zoho CRM pricing

• Starting from $14/user/month
• Four plans to choose from: Standard, Professional, Enterprise, and Ultimate
• Free trial available
• Learn more about Zoho CRM plans and pricing here

12. Close CRM

Best for: Sales-driven communication with built-in calling, email, and SMS tools

Close CRM is a sales-focused platform designed to help real estate teams close more deals faster. With built-in calling, SMS, and email features, it streamlines communication and gives teams a centralized platform to manage interactions with leads and clients.

Key Close CRM features

• Built-in calling and messaging: Stay in touch with leads directly from the CRM using calling and SMS integrations
• Workflow automations: Automate manual work like responding to emails, assigning agents, and setting triggers to save time
• Pipeline management: Use a visual pipeline to manage and track sales activity, improving focus and efficiency

Close CRM pricing

• Starting from $19/seat/month
• Four plans to choose from: Base, Startup, Professional, Enterprise, and Custom
• Free trial available

13. IXACT Contact

Best for: Contact management with automated follow-ups and real estate marketing

IXACT Contact Real Estate CRM helps teams manage client relationships effectively, streamline communication, and drive business growth. The software acts as a smart assistant, helping users manage contacts, keep in touch with prospects and clients, capture leads, and stay on track with their goals.

Key features of IXACT Contact

• Marketing content: Create high-quality content with a custom-built website and integrate social media channels to share engaging content
• Lead management: Capture and nurture leads from different sources and engage them with built-in drip campaigns
• Keep in Touch Coach: Get prompted when you should call a client, follow up with them, or send them a message with intelligent notifications

IXACT Contact pricing

• Starting from $46.75/month
• Free trial available

14. HubSpot CRM

Best for: Small businesses scaling with automation, AI, and contact management

The HubSpot CRM allows you to scale your business and help you sell faster with contact management, email templates, meeting scheduling features, as well as AI features to generate personalized communications. Plus, it automatically enriches contact records with data from over 20 million businesses.

Key HubSpot CRM features

• Contact management: Create contact records, log sales activities, and view previous interactions
• Call tracking: Allows users to seamlessly integrate email communication with their CRM and track interactions with contacts
• Reporting and analytics: Offers insights into sales performance, customer interactions, and marketing campaigns

HubSpot CRM pricing

• Free forever plan
• Paid plans start from $15/seat/month
• Multiple plans available based on your needs
• Learn more about HubSpot plans and pricing here

15. Freshsales CRM

Best for: AI-powered insights, pipeline automation, and personalized sales engagement

Freshsales CRM seamlessly manages leads, clients, and properties. It offers pipeline management, AI-powered insights, automation, and a unified view of all your clients, ongoing deals, and interactions with your company on a single panel.

Key features of Freshsales CRM

• Pipeline management: Build and manage multiple pipelines, helping you score leads, track deals, and close sales more efficiently
• AI-powered insights: Provides deal insights, smart recommendations, and predictions by ranking prospects based on their engagement with your business
• Automation: Allows agents to automate daily tasks such as lead assignment, scheduling follow-up calls, sending emails, creating reminders, and updating contact fields

Freshsales CRM pricing

• Starting from $9/user/month
• Three plans to choose from: Growth, Pro, and Enterprise
• Free trial available
• Learn more about Freshsales plans and pricing here

Real estate CRM template

While many real estate businesses would automatically jump on a CRM built for their industry, this doesn’t always provide the most well-rounded solution. A customizable CRM, like monday CRM, often comes with many more features and customization opportunities in addition to powerful real estate CRM templates.

With a template, companies can create boards, workflows, and automations that fit their exact industry without having to start from scratch. This way, you can start tracking leads, clients, properties, following deals, and improving sales just by applying the right template. Solutions like monday CRM offer real estate CRM templates, giving your team the benefit of a platform that’s designed to handle more and scale as your team grows.

Stay on top of every lead and deal with monday CRM

Real estate teams, brokers, or independent agents can all use monday CRM as an end-to-end customer and lead management software. As a completely customizable solution, monday CRM has a short learning curve that anyone can use without the need for lengthy technical onboarding.

The platform includes many built-in tools and advanced features ideal for real estate businesses, such as a sales pipeline view, automations, and client communication features to help you stay organized. Let’s take a closer look at the features that make it easier for you to manage all your clients, from incoming leads to post-sales management.

Save time on repetitive tasks with AI

monday CRM is powered by AI, meaning you can accomplish more while spending your precious time focused on closing deals and building client relationships. AI can handle all the heavy lifting, including creating CRM workflows, assigning new leads to agents, generating property details and email content, building custom automations, and a lot more.

Make pipeline management a breeze

With monday CRM, you can build your own pipeline and even manage multiple pipelines at once. You can select from different pipeline views, such as Kanban or a Funnel Chart. With the customization options, you can easily add and edit columns for deal stages, deal amounts, files, and more to help you visualize your workflow and the deals you have in your current pipeline. If you’re out showing homes all day, you can still take complete control of your pipeline wherever you are with our companion mobile app.

Create the automations you really need

Utilizing information from client data, the sales pipeline, and integrations, whip up unique automation recipes to do nearly anything. Leverage property management software to streamline operations, track property maintenance, and enhance tenant communication. Create an event on your calendar when a client requests a viewing, assign a specific agent to a new high-value lead, or get notified when a deal is stuck and needs attention.

Essential lead and contact data at your fingertips

With monday CRM, easily organize and enrich contact cards with layers of relevant data. Bring up a client by clicking on their contact card and view their entire communication history. Access their position in the sales pipeline, shared files, and client-related tasks that need your attention.

Sync data from your favorite work tools

With over 200 app integrations, you can make sure nothing falls through the cracks by integrating your existing work tools with monday CRM. There are integrations for tools like Dropbox, Microsoft Teams, Zoom, Google Calendar, Excel, Zapier, and more. With these integrations, you can control your workflow in one place by using third-party apps to help you schedule meetings, upload documents, and communicate with team members and clients.

The most flexible CRM solution for real estate

Every real estate agency works in a different way. The perfect CRM for real estate isn’t going to be a one-size-fits-all solution but rather a platform that’s flexible enough to fit your existing workflow and business operations and also allows for future enhancements via automations and integrations to grow your business. That’s exactly what monday CRM offers. With an interface users simply love, automations that make teams work more efficiently, and customizations to fit any work process, monday CRM is a leading solution for real estate professionals.

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