17 Best CRMs for Real Estate Investors 2024

Have you ever lost a lead due to an ineffective follow-up process? Or shifted focus from high-priority activities to manual tasks? Perhaps you’re looking for a tool to get the most of data and analytics?

We bet you nodded affirmatively. There’s only one solution — CRM. A CRM helps real estate investors manage client relationships, streamline operations, and ultimately close more deals.

In our guide, you’ll find the best CRMs for real estate investors. Discover how the right CRM can streamline your operations, boost your ROI, and help you stay ahead in a competitive market.

Here’s the top 5 best CRMs for real estate investors in 2024:

1. Salesforce – offers versatile and highly customizable solutions
2. HubSpot – provides a range of features to manage leads and streamline tasks
3. Pipedrive – focuses on the sales processes
4. Freshsales – offers AI-driven insights and customizable tools
5. REsimpli – is an all-in-one solution with a comprehensive suite of tools

There are two types of CRMs for real estate investors:

• All in one CRMs: One-size-fits-all platforms like HubSpot and Salesforce provide a wide range of features. The benefit is a single dashboard, which reduces confusion and streamlines operations. It’s important to note that Salesforce isn’t specifically built as a real estate investor CRM. However, its flexibility allows it to handle complex tasks like property acquisition, due diligence, and financing. With the right experts, like Ascendix, Salesforce can be customized to meet the needs of real estate investors.
• Industry-specific CRMs: A specialized CRM is software tailored to meet the unique needs of a particular industry. For instance, real estate investment software offers specialized tools for managing property portfolios, deal analysis, and investor relations. These CRMs streamline lead sourcing, financial modeling, and transaction tracking.

Top CRM Benefits

Now, let’s explore both types of software in detail. This will help you find the best CRMs for real estate investors.

1. Salesforce

🔹Price: Starter Suite is $25, Pro Suite is $100, Enterprise $165

Salesforce is a leading choice in real estate investor CRM because it offers powerful tools that enhance productivity, streamline client management, and provide valuable insights, even though it’s not an industry-specific solution.

Salesforce CRM is like having a well-oiled machine for your business. It’s versatile and highly customizable, allowing brokers and investors to fine-tune every process to meet their specific goals.

Here’s why Salesforce stands out as a CRM for real estate investors:

• Centralized Data Management: Salesforce real estate investment software pulls all your business data into one central place. It deals with cutting down on duplicate entries and makes it easier to manage client information. This means more personalized service and smarter decision-making.
• Financial Predictions: With Salesforce, you get the data you need for spot-on financial forecasting. With this real estate investing CRM you predict income, assess risks, and make sound investment choices.
• Data Analysis: Salesforce’s real-time analytics, powered by AI, give you deep insights into customer journeys, revenue streams, and client retention. It’s all about making complex data easy to understand and act on.
• Security & Compliance: Salesforce prioritizes security and regulatory compliance with features like multi-factor authentication and regular system audits. This ensures that your real estate investing CRM operates securely and efficiently.
• Smooth Integration: Salesforce integrates with thousands of add-ons from AppExchange. So, you enhance your CRM with tools like virtual document signing and advanced search. This flexibility is a huge plus for any real estate investing CRM.

Since Salesforce isn’t specifically built as a real estate investor CRM, functions like property management, financial modeling, and tenant management might need to be added. This is where Ascendix comes in, customizing Salesforce to fit your exact needs.

While smaller CRMs might work for a quick start, Salesforce offers unmatched scalability and support, making it the better choice for long-term growth.

With our deep expertise in Salesforce and real estate, we don’t just help you set up the system—we tailor it to meet your specific needs. Whether you’re focused on streamlining your operations, enhancing client relationships, or extracting valuable insights from your data, our team at Ascendix will work closely with you to ensure your real estate investing CRM is perfectly aligned with your business goals.

Here are few words from out trusted client:

We’re here to help you unlock your full potential. Drop us a line about your project needs!

2. HubSpot

🔹Price: Free plan, Starter plan is $20 per user/month, Professional plan is $150 per user/month, Enterprise plan is $150 per user/month

HubSpot CRM is a good choice for real estate investors because it helps manage leads, streamline tasks, and effortlessly grow your business. Designed with user-friendly tools, HubSpot supports your investment efforts by simplifying day-to-day operations and enhancing client relationships.

Here’s what makes HubSpot a good choice for your real estate investing CRM:

• Lead Tracking: Effortlessly monitor and follow up with your leads.
• Contact Management: Keep all your client information organized and accessible.
• Email Marketing Automation: Set up automated email campaigns to engage with clients.
• Live Chat and Chatbot Support: Provide real-time assistance to your clients.
• Integrations: Easily connect with other popular tools in the real estate sector.

While HubSpot offers strong general features suitable for a real estate investor CRM, it is better suited for small to medium-sized operations. For larger real estate investment businesses, HubSpot might struggle with handling the complexity and volume, and the lack of an AppExchange limits integration and extension options.

3. Pipedrive

🔹Price: Essential plan is $24 per user/month, Advanced plan is $44 per user/month, Professional plan is $64 per user/month

If you’re a real estate investor looking to streamline your sales process and boost productivity, Pipedrive CRM could help you with this. This CRM for real estate investors helps you manage deals, track leads, and automate sales tasks efficiently.

So, what makes Pipedrive one of the best CRMs for real estate investors? Let’s find out:

• Lead Management: Track and manage your leads, ensuring no opportunity slips through the cracks.
• Contact Management: Keep all your client information organized and easily accessible.
• Deal Tracking: View and manage the progress of each deal with a clear, visual pipeline.
• Visual Sales Pipeline: Use the drag-and-drop feature to quickly see where deals stand and what needs attention.
• Mobile App: Stay productive on the go with a full-featured mobile app.

Pipedrive has another perk up its sleeve: AI-powered features. The Sales Assistant and Smart Contact Data tools offer valuable support, keeping your team organized and on top of their game.

The Sales Assistant delivers personalized recommendations and alerts based on your sales activity. Additionally, it provides actionable insights and tips that help you stay focused and make data-driven decisions throughout the sales cycle.

All in all, Pipedrive lacks customization that many real estate investors find valuable. However, a toolkit with AI-powered features can help get insights about properties.

4. Freshsales

🔹Price: Free plan, Growth plan is $11 per user/month, Pro plan is $47 per user/month, Enterprise plan is $71 per user/month

Freshsales, also known as Freshworks, stands out among CRMs for real estate investors AI-wise.

With its AI-driven insights and customizable tools, it’s designed to enhance efficiency and effectiveness in real estate investment.

Here’s what makes Freshsales a top choice:

• Communication Tools: Integrates seamlessly with your email, phone, and chat, ensuring smooth communication.
• Customization Options: Tailor modules and reports to fit your specific commercial real estate needs.
• Email Personalization: Simplifies crafting tailored emails with drag-and-drop features.
• Data Import Tools: Helps you transfer and manage data efficiently.
• Reporting and Analytics: Provides in-depth analysis to track performance and make informed decisions.
• Integration Capabilities: Connects with various tools to enhance functionality.
• Customer Service: Offers round-the-clock support to assist with any issues.

Freshsales’ Freddy AI is designed to make real estate investing smoother and more efficient with its range of advanced features. For instance, Freddy AI Lead Scoring is your personal investment analyst. It sifts through data to highlight leads with the highest potential, so you’re always focusing on the ones that are most likely to close. This means you spend less time chasing dead ends and more time sealing profitable deals. And Freddy Predictive Contact Scoring is your crystal ball for predicting which contacts are ready to engage. By analyzing past behaviors, Freddy AI helps you pinpoint high-potential contacts and tailor your strategies, giving you the edge in a competitive market.

True, Freshsales AI features enhance efficiency with lead and predictive contact scoring. But if you want to gain more information about property acquisitions, financing, and other analytics, it’s better to find a CRM that can customize the tools for your needs.

5. REsimpli

🔹Price: Basic plan is $99/month, Pro plan is $199/month, Enterprise plan is $499/month

In the world of real estate investing, you know how vital it is to have everything at your fingertips. REsimpli is a real estate investment software, designed by professionals who understand your needs.

This all-in-one real estate investor CRM keeps everything in one place, so you can manage every aspect of your business from a single platform:

• Drip Automation: Automatically nurture your leads with customized email sequences, so you can stay top-of-mind without lifting a finger.
• Automated Task Management takes care of routine tasks, freeing up your time for more strategic activities and reducing the chance of human error.
• Real-Time Analytics provide up-to-date insights into your operations, helping you make data-driven decisions that enhance your investment strategies.
• List Stacking: Merge and prioritize your leads and properties effortlessly, allowing you to focus on the hottest prospects and most promising deals.
• Skip Tracing: Effortlessly track down property owners and decision-makers with advanced search tools, saving you hours of manual research.
• AI Call Summary automatically summarizes conversations, so you can quickly grasp the key points without listening to lengthy recordings.
• Accounting Software Integration simplifies your financial tracking, ensuring that your investment and operational expenses are accurately recorded and managed.
• Bulk Email & SMS: Send personalized messages to large groups of clients and prospects at once, boosting your outreach and efficiency.
• Buyer & Seller Websites and Speed to Lead tools ensure your online presence and responsiveness are top-notch, helping you capture and engage leads faster.
• Driving For Dollars helps you identify investment opportunities on the move, making property scouting more efficient.

REsimpli is a good choice for any investor looking to optimize their operations. Plus, with 1-on-1 Live Support and Free Onboarding Calls, you get personalized assistance to make the most of your real estate investing CRM.

6. Keap

🔹Price: Ignite plan is $299 per month, Grow plan is $399 per month, Scale plan is $599 per month

In the world of real estate investing, keeping all the balls in your court can be a juggling act. Fortunately, Keap is here to help you manage it all without breaking a sweat. Formerly known as Infusionsoft, Keap is recognized among CRMs for real estate investors.

Let’s see what it offers:

• Contact Management: Keep track of all your clients and vital information in one place, so you can easily follow up and build strong relationships.
• Lead Capture: Automatically collect leads from your website and social media, ensuring you don’t miss any opportunities.
• Email Marketing: Set up automated email campaigns to engage with and nurture your leads, sending them personalized messages that get results.
• E-commerce Integration: Handle transactions and payments right from the CRM, making your financial management simpler and more efficient.
• Sales Pipeline Management: See all your deals in a clear, visual pipeline, helping you keep track of progress and focus on closing more deals.
• Task Automation: Automate routine tasks to save time and reduce manual work, allowing you to focus on more important activities.
• Reporting and Analytics: Get detailed reports and insights into your performance, so you can make smarter decisions and improve your strategy.

Keap, with its blend of marketing automation and CRM capabilities, might not be built exclusively for real estate, but it’s a solid choice for real estate investors who need a flexible, all-in-one solution.

7. Forefront

🔹Price: Starter plan is $99/month, Professional plan is $199/month, Elite plan is $399/month

Forefront CRM is a dynamic set of features that help automate tasks, boost client management, and drive growth. Whether you’re an agent, broker, or investor, Forefront’s tailored functionalities can help you stay ahead of the curve.

Here’s why this CRM for real estate investors stands out:

• Contact Management: Keep all your client and prospect details organized and easily accessible.
• Lead Management: Capture and score leads smartly to focus on the most promising opportunities.
• Deal Tracking: Monitor the progress of each deal with ease, ensuring nothing falls through the cracks.
• Sales Automation: Automate routine tasks to free up time and enhance your productivity.
• Customizable Workflows: Adapt the CRM to fit your unique processes and needs.
• Marketing Tools: Use built-in tools to drive your marketing efforts and reach potential clients effectively.
• Reporting and Analytics: Gain insights with detailed reports to make informed decisions and optimize your strategy.

We found that Forefront CRM is rather adaptable for different needs, real estate included. Plus, what many users will appreciate is a set of robust features.

At Ascendix, we know all the hurdles our clients face when searching for The One CRM for their business. If you need some professional help, our trained experts offer CRM consulting services. Let’s talk everything through during a free CRM consulting session.

8. LionDesk

🔹Price: Starter plan is $25 per month per user, Premier plan is $83 per month per user, and Pro Plan is $39 per month per user (with a free 30-day trial available)

When it comes to managing a high volume of calls and streamlining communication, LionDesk stands out as a powerful CRM for real estate investors. This CRM is tailored specifically for the real estate market.

So, here are the LionDesk features you can benefit from:

• Click-to-Call: Easily initiate calls directly from your CRM, reducing the time spent dialing numbers and boosting productivity.
• Power Dialer: Handle large volumes of calls efficiently with a dialer that speeds up your outreach and follow-ups.
• Outbound Call Queue: Manage and prioritize calls seamlessly, ensuring no lead is left unattended.
• Lead Import Integrations: Import leads from various sources effortlessly, keeping all your prospects in one place.

LionDesk is a real estate investor CRM that focuses on efficient call management and streamlined communication, but it lacks investment features.

9. Apptivo

🔹Price: Lite plan is $10 per user/month, Premium Plan is $20 per user/month, and Ultimate plan is $30 per user/month

Apptivo proves that managing real estate operations doesn’t have to be complicated. As a CRM for real estate investors, it offers practical tools designed to keep your business running smoothly.

Here’s a breakdown of what Apptivo provides:

• Customizable Homepage: Tailor your dashboard to fit your specific needs and priorities.
• Task Management: Efficiently handle and track tasks to keep your operations organized.
• 24/7 Customer Support: Get assistance anytime with support available via phone, live chat, and email.
• Automation Capabilities: Use automation to streamline repetitive tasks, saving time and reducing manual effort.
• Apptivo Apps: Access a range of integrated applications to cover various aspects of your real estate business.

Apptivo’s blend of support and functionality makes it a solid choice for managing the day-to-day demands. However, if you are in a search for more investment-focused CRM for real estate, Apptivo might not be your first choice.

10. Affinity

🔹Price: Essential plan is $2,000 per user annually, Scale plan is $2,300 per user annually, Advanced plan is $2,700 per user annually

In real estate efficiency and relationship management are key. Affinity CRM for real estate investors offers nifty features tailored for financial services, making it a solid choice for real estate investors who value data-driven insights.

• Automated Data Entry: Captures all interactions and documents automatically, reducing the time spent on manual entry and ensuring that your data is always up-to-date.
• Real-Time Profile Enrichment: Provides detailed insights and context about your contacts, helping you identify and leverage the strongest relationships for better investment decisions.
• Relationship Intelligence: Offers actionable insights on your network, making it easier to find and manage valuable connections, and enhancing your ability to close deals.
• Integration and Setup: Seamlessly integrates with existing tools and platforms, ensuring a smooth transition and efficient use of your current systems.

Affinity CRM can only support real estate investors by improving data management, relationship tracking, and overall efficiency.

11. FreedomSoft

🔹Price: Start plan is $197/month, Grow plan is $297/month

When it comes to keeping your real estate deals on track and your tasks in check, FreedomSoft proves to be a reliable ally. It lives up to its name by freeing you from the chaos of managing multiple processes.

This CRM offers a full suite of tools that seamlessly integrate lead generation, property management, and deal analysis into one streamlined system.

One of the standout features of FreedomSoft is its marketing automation, which allows you to run consistent campaigns without the need for constant manual input. This ensures that your marketing efforts remain steady, helping you stay connected with your audience and nurture relationships over time.

With access to a vast database of over 100 million properties worldwide, FreedomSoft opens numerous opportunities for finding the right investments. Its task management capabilities help you stay organized, ensuring that you can manage your daily responsibilities effectively and keep your business running smoothly.

In essence, FreedomSoft is not just a CRM for real estate investors that helps you optimize every aspect of your investment strategy.

All in all, FreedomSoft is a CRM for real estate investors that simplifies the day-to-day operations. You can optimize your marketing tasks while searching for relevant investment opportunities through the database.

12. SyndicationPro

🔹Price: $95 per user per month

SyndicationPro is a real estate investor CRM built specifically for the real estate industry. It simplifies how you manage leads, contacts, and deals.

One of the primary benefits of SyndicationPro is its ability to simplify relationship management with investors. The CRM’s contact management system keeps all investor details organized, allowing you to nurture these important relationships efficiently. The investor portal further enhances this by giving investors direct access to essential information, fostering transparency and trust.

SyndicationPro’s deal room feature is another major advantage, enabling you to manage and monitor all your deals in one place. This ensures you always have a clear view of your investments, helping you make informed decisions quickly. The customizable landing pages are also a valuable tool, allowing you to present your projects professionally and attract potential investors.

Overall, SyndicationPro stands out as a real estate investment software by offering a comprehensive suite of tools.

13. InvestorFuse

🔹Price: Essential plan is $147 per month, Pro plan is $247 per month, Premium plan is $377 per month

When juggling numerous leads and deals, InvestorFuse is in the list of CRMs for real estate investors that bring clarity and efficiency to workflow. By integrating seamlessly with tools like CallRail and CallTools, it’s crafted to support your specific real estate investment needs.

Here’s why InvestorFuse is beneficial for real estate investors:

• Automated Follow-Up: Automate text, email, and voicemail follow-ups to ensure you stay connected with leads without the manual effort.
• Custom Workflows: Tailor your processes to fit your specific needs.
• Seamless Integration: Easily integrate with essential tools for real estate investors.

With InvestorFuse, real estate investors can simplify everyday work. However, InvestorFuse might not cover all investment needs.

14. DealMachine

🔹Price: Basic plan is $119 per month, Professional plan is $179 per month

If you’re in the market for a real estate investor CRM that enhances your investment strategies, DealMachine offers more than just that.

This CRM is designed to scale your real estate investing efforts efficiently. Here’s what makes DealMachine a strong choice for real estate investors:

• Easily set up workflows that integrate seamlessly with your existing REI tools without needing a developer.
• Track tasks and performance to keep your team on track and your projects running smoothly.
• Access comprehensive property data to make informed decisions.
• Monitor your investments and assess the returns to maximize profitability.
• Manage your marketing campaigns effectively with built-in direct mail tools and a calendar for scheduling.
• Find hard-to-reach property owners with skip tracing features to expand your lead pool.

This real estate investment software offers a practical solution to manage and grow your real estate investing business with a 7-day free trial to test its features.

Besides that, DealMachine offers several practical features for real estate investors:

1. Driving For Dollars: This feature allows you to find motivated sellers while driving around. If you spot a property you’re interested in, you can stop and use the app to get the homeowner’s contact details right away. The app provides information like phone numbers, email addresses, and mailing addresses from public records. You can then reach out to the homeowner or set up a direct mail campaign with just a click. DealMachine also tracks your driving route to help you avoid retracing your steps.
2. Real Estate List Builder: If you prefer to work from home, you can use DealMachine’s list-building feature to create a list of potential sellers. Simply enter a city or zip code, and the app will generate a list of properties. You can refine this list based on criteria like property value and mortgage balance. Each property’s owner details are available through skip tracing, and you can add notes to each property profile to keep track of important information.
3. Street Pics: You can take photos of properties directly within the app and save them. This is useful for creating personalized direct mail pieces, as you can include a photo of the property in your mailings.
4. Mail Tracking: DealMachine offers mail tracking for an extra fee, so you can see when your direct mail campaigns are delivered.
5. Comps: For quick property assessments, DealMachine allows you to run property comparisons using recent local sales data from the MLS. This helps you get a good idea of a property’s value in just a few seconds.

15. REISift

🔹Price: Essential plan is $49 per month, Professional plan is $149 per month, and Business plan is $299 per month

When it comes to management, REISift is a part of CRMs for real estate investors. It offers a comprehensive suite of tools tailored for investors who need a streamlined approach to managing data, executing marketing campaigns, and tracking interactions.

With REISift, you can:

• Efficiently manage and clean your data to ensure accurate and actionable insights for your investment decisions.
• Set up internal workflows to automate tasks and keep your team on track.
• Monitor your follow-up efforts to stay engaged with potential leads and optimize your outreach strategies.
• Plan and execute targeted marketing campaigns with ease, including sending direct mail and making cold calls.
• Quickly find contact information for potential sellers and buyers to enhance your lead generation efforts.
• Design automated sequences to nurture leads and maintain consistent communication.

REISift provides a robust suite of tools for managing data, automating workflows, and executing marketing campaigns. It’s well-suited for investors who need a comprehensive CRM to handle large amounts of data and streamline their operations.

16. Wise Agent

🔹Price: Cloud plan is $49 per user/month

For real estate investors juggling multiple tasks, Wise Agent offers a streamlined solution. This real estate investing CRM helps you keep your business organized with its range of integrated features.

The CRM’s contact management feature ensures that all your client details are organized and accessible, enhancing your ability to nurture relationships. Its lead capture functionality pulls in prospects from different sources, making sure you don’t miss out on potential deals. When it comes to transactions, Wise Agent keeps track of every stage, from initial inquiry to closing, ensuring nothing slips through the cracks.

Additionally, Wise Agent automates marketing tasks, saving you time while keeping your outreach consistent. Integration with third-party applications like QuickBooks, Google Calendar, Dropbox, and MailChimp further enhances its functionality, allowing you to manage your business more efficiently.

Overall, Wise Agent simplifies the management of your real estate investments, helping you stay organized and focused.

17. Propertyware

🔹Price: Basic plan is $1 per unit per month, with a $250 minimum, Plus plan is $1.50 per unit per month, with a $350 minimum, and Premium plan is $2 per unit per month, with a $450 minimum

If you’re managing single-family properties and need a CRM tailored for your niche, Propertyware could be the ideal choice. This real estate investing CRM focuses specifically on single-family property management, offering a suite of features designed to streamline your operations.

Propertyware includes tools such as a website builder to create and maintain your property listings and lead tracking to ensure no potential tenant is overlooked. The platform also supports listing and syndication, making it easier to market your properties across various channels.

For handling applications, Propertyware provides a dedicated portal that simplifies tenant screening and application processing. With these features, Propertyware helps you efficiently manage your properties and enhance your real estate investment strategies.

Propertyware is one of CRMs for real estate investment that offers useful tools for property listing, lead tracking, and tenant management.

Benefits of Using a CRMs for Real Estate Investing

Working with a real estate investing CRM can significantly enhance your investment operations by streamlining various aspects of your business. Here’s how:

By adopting a CRM, real estate investors can achieve greater efficiency, better data management, and ultimately, improved investment outcomes.

Features of CRMs for Real Estate Investors

Choosing the right real estate investor CRM can make all the difference in managing your investment activities efficiently. Here’s a rundown of key features to consider when selecting a CRM that fits your real estate investing needs:

Automation

Look for a CRM that offers robust automation capabilities. This feature helps streamline repetitive tasks, ensuring that nothing falls through the cracks. Automated processes for data capture and task management can save your team time and reduce errors, letting you focus on growing your investments.

Ease of Use

A user-friendly interface is crucial. Opt for a CRM that’s intuitive and easy to set up. A complex or confusing system can lead to low adoption rates among your team. Check user reviews to ensure the CRM you choose is straightforward and doesn’t require extensive training to get started.

Reporting and Analytics

Strong reporting and analytics tools are essential for making informed decisions. A good real estate investing CRM should provide clear insights and detailed reports, helping you analyze data and track your performance effectively.

Integrations

Ensure the CRM integrates smoothly with the other tools you use regularly. Seamless integration with your existing tech stack avoids disruptions and potential compatibility issues. Verify if the CRM needs third-party connectors, as this could add complexity.

Customization

While some CRMs offer ready-to-use features, customization might be necessary to fit your specific processes. Check if the CRM allows easy customization and whether additional development support is available if needed. Understand any extra costs associated with custom features.

Customer Support

Reliable customer support can be a lifesaver. Investigate the level of support provided with the CRM and assess user feedback on the responsiveness and effectiveness of the support team. While self-service options are helpful, having access to knowledgeable support can resolve issues quickly.

By focusing on these features, you can find a real estate investor CRM that meets your needs and enhances your investment management.

Final Words

Selecting the right CRM can be a game-changer for real estate investors. Whether you need advanced data analysis or simplified task management, the right CRM can boost your productivity and investment success in 2024.

You can trust the Ascendix team with CRM implementation, software efficientcy, and customization. With more than 20 years of experience in CRM consultancy business.

We can help you turn your CRM into the most appreciated tool in your organization. Contact us now and let’s discuss your project.