Today’s real estate market is more competitive than ever before. Not only that, but the nature of the business is changing the way that you get things done. With more people taking their businesses to the cloud for virtual management of things like client relationships and lead generation, it’s time for you to get on board.
Of course, with all of the software tools available today and the various solutions that they provide, how are you to choose? When things get busy, the last thing that you’ll want is to be hunting through spreadsheets or limited software databases for client information. With a dedicated CRM, you will be able to have a cloud-based solution to manage your contacts, market to them, and ensure that all of your clients are satisfied and that your efforts are on point.
A modern CRM tool includes several features, most notably the ability to be scaled to just about every size necessary. You will be able to pick and choose from a variety of platforms to assist with organizing prospects, responding to inquiries, tracking communication, automating workflows and repetitive tasks, managing the sales pipeline, and more.
A CRM can also give you the chance to gather digital information about your clients, track email opens and website activity, and ensure that you get the real-time data insights you need to make improvements. (Speaking of real-time, why not combine a CRM with our real-time, live intake and scheduling services at Smith.ai to keep your contact list growing even when you don’t have the time to follow up yourself.)
So, how are you to narrow down the options with all of the different platforms that are available today? Fortunately, we’ve done the hard work for you. In the guide below, you’ll find the 10 best CRM solutions for real estate, including the best features that they offer and their pricing information. You can even enlist the assistance of the team at Smith.ai to handle your call overflow during the busiest times of the year for realtors.
As the leading free CRM tool on the market today, HubSpot CRM offers a host of features and tools designed for small businesses and solo business owners, such as real estate agents. The free platform offers robust reporting tools and a user-friendly dashboard that’s easy to navigate. There are also lead management tools and opportunity management resources.
HubSpot CRM offers native apps for iOS and Android and can be combined with the Marketing, CMS, and Service Hubs from the brand to increase functionality and streamline your operations. The platform ensures that you can reach customers where they are, including on social media. Check out the features of this CRM, including:
Zillow, a leader in the real estate industry, has its own dedicated CRM that claims to provide client insights that you won’t find anywhere else. For starters, you’ll be able to see all Zillow search history right in your CRM, along with other customer data and activity tracking. This platform includes free mobile apps and makes it easy for you to manage your real estate business on the go.
The Zillow Premier Agent CRM includes custom notes and reminders. You’ll also be the only agent on the listings that you post when you use the Zillow CRM. However, this tool only connects to the Zillow platform, so it may be limiting for total business management. The highlights of this CRM include:
Agile CRM is a popular choice for those who are looking for a simple, scalable CRM for small businesses, in industries like real estate. This CRM platform allows even the solo agent to market and manage clients like a Fortune 500 company, with all-in-one next-generation technology that includes an intuitive dashboard with real-time analytics and insights to keep your business on track.
Agile CRM features cloud-based SaaS solutions that are mobile-ready with native mobile apps for iOS and Android. The app features project management tools, gamification for sales and other efforts, and easy deal tracking to track all stages of the sales process in real estate deals.
The key features of Agile CRM you should consider include:
Pipedrive is designed primarily for sales-focused businesses, which makes it an ideal choice for real estate agents who need a dedicated CRM. The Pipedrive platform is customizable and scalable to the needs of your business, giving you the tools and support that you need to keep your clients well-managed. You can import contacts, collect history and sales reports, and more.
Pipedrive also offers seamless integration with other software platforms and cloud-based tools. You will enjoy access to an open API and user-friendly dashboard that makes it easy to manage all steps of the sales process and keep your clients organized. You can integrate with Google and Microsoft, along with other tools and resources, to streamline your real estate business whether you’re a solo agent or managing a small agency.
The key features of Pipedrive include:
Zoho CRM is one of the most affordable options on the market for those who just need a basic, functional CRM. However, it’s also got a lot more features than you might expect for the money, including marketing and sales automation tools to further improve the customer experience and streamline your business.
Real estate agents will appreciate the robust scheduling tools and the ability to create client contacts, sales records, and other details. Plus, real-time reports ensure that you always know what’s going on. Zoho also has an opportunity manager to make sure that your leads are on point at all times.
The highlights of Zoho CRM include:
Apptivo makes it easy to access contact details, invoicing, email and marketing campaigns, and project management tools in a single place. You can also access your client data from anywhere with mobile-friendly cloud access. This platform integrates with Google, Slack, QuickBooks, Office 365, Dropbox, and other platforms and tools to ensure total integration of your tech stack.
Apptivo includes lead management and assignment tools and features, the ability to create automation rules, and various customer relationship task assignments. You can even manage your client database and assign various sales territories or clients to agents from the platform, which makes this a great tool for real estate agencies that are looking for a simple, effective CRM solution.
The Apptivo CRM offers features like:
Contactually is a dedicated CRM solution that is designed for those in the contract sales industry. This application is all about offering an easier way to manage clients and relationships, with features like lead qualification, automated campaigns, and drag-and-drop pipeline management. Workflow automations are available and there is a unique referrals feature that will ensure that relationships with customers stay strong.
This platform can integrate with Office 365 and Google Workspace, making it easy to sync tools and contacts, as well as to keep everything organized in one place. Contactually is designed for real estate agents specifically, making it one of the few dedicated options out there. The features to note include:
Wise Agent is another real estate-specific CRM tool designed to create a better agent experience all around. From client management and relationship-building tools to sales and marketing automation and integration, Wise Agent offers something for all kinds of real estate agencies and firms.
This robust CRM features advanced automation and transaction management tools, along with a central database for client information. Wise Agent makes it easy to create optimized landing pages, generate lead categories and contact assignments, and more. It even comes with a handy WordPress plugin that makes creating lead capture forms easy.
The key features of Wise Agent include:
A dedicated small business platform, Insightly is just that—insightful and designed to help your real estate business grow. This user-friendly platform is great for independent agents and small brokerages, offering a free edition along with paid editions that offer premium features. Users can choose to sign up for free and upgrade to a paid plan later or stick with the free platform for life.
The Insightly CRM platform is designed to be hassle-free, offering intuitive dashboard tools and real-time data reporting to keep you updated on clients, deals, and more. You'll enjoy native apps for Android and iOS, as well. The key highlights of Insightly include:
For real estate agents who want something beyond the traditional CRM, Less Annoying CRM fits the bill. This software platform claims to be no-fuss and designed to be easy to learn and use for teams of all kinds. It includes a task calendar, streamlined agent management, customer data access, and rich reporting tools.
You can even use Less Annoying CRM to restrict access to data and tools for your team and to help create better contact and customer management. The platform includes customizable features that work for real estate, such as the sales tracking pipelines and dedicated real-time reports. You can track client relationships and deals and focus on exactly where your efforts are needed.
Less Annoying CRM includes features like:
When you integrate your CRM with other software in your tech stack, you are going to give your real estate business the boost that it needs. Whether you’re looking for a robust CRM to outfit an entire agency or just a simple platform for your own independent needs, any of the CRMs on the list above will fit the bill. Plus, when you combine them with the services of the dedicated live receptionists and messaging services from Smith.ai, you can trust that your real estate clients will get the customer experience that they deserve.
In-depth contact management and reporting, communication integration and omnichannel support, and scalability are what you will find when you choose to integrate with Smith.ai. We can provide support for several of the CRMs above and integrate with other software tools and tech solutions, as well.
If you’re ready to take your real estate client management to the next level, a CRM should be the first thing on your list, and integrating with us should be second. You can reach us at (650) 727-6484 to schedule a free consultation or email us at firstname.lastname@example.org to find out how we can help your real estate business with plenty of pricing options and service plans to suit your needs.
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