A very insightful comparison of the best CRM for real estate, thank you!
Looking For an Industry-Tailored CRM?
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According to a Deloitte report, only 1/3 of real estate agents agree that they have the resources and skills required to operate a digitally transformed business. What about the others? No worries, in this post we’ll review the best CRM for real estate agents to make a more informed step towards technology revolution in your organization.
For this overview of the best CRM for real estate, we’ve analyzed 6,000+ reviews on 5 independent platforms: G2, Capterra, FeaturedCustomers, Technology Advice, and AppExchange as well as information provided on company websites.
Real estate CRM software centralizes and integrates all necessary activities and workflows into a consolidated system to automate, analyze, and optimize the sales, marketing, and customer services processes.
Top broker CRM is designed to simplify everyday tasks and free time and thoughts for new business ideas and strengthening relationships with prospective and existing clients.
Thanks to CRM for real estate agents can:
With CRM for realtors, you can track properties you work with, Lease, Sales comps, and various specific information including information about landlords, tenants, etc.
Best real estate CRM systems help brokers track client correspondence and keep it in one place without the risk of losing or missing anything.
Regardless of whether it is a Cloud-based or On-premises platform, brokers praise the following real estate CRM perks the most:
However, each person involved in the real estate industry like real estate agents, investors, or mortgage lenders can find their own benefits of introducing a CRM system into their business.
The most typical features of best CRM systems for real estate agents include:
AscendixRE Can Become Your One-stop-shop!
Compare available options of the best CRM for real estate agents from different angles like :
*Please note that pricing information is accurate at the time of this writing. Please contact the vendor directly to check current pricing and terms.
Real Estate CRM | Start Cost | End Cost |
---|---|---|
AscendixRE | $79 user/mo | $129 user/mo |
Wise Agent | $29 user/mo | Custom Pricing |
Pipedrive | $12.50 user/mo | $99 user/mo |
CINC | $1, 500 /mo | n/a |
Follow Up Boss | $57 user/mo | $1,000/mo |
RealtyJuggler | $179/yr | $179/yr |
LionDesk | $19 user/mo | $79 user/mo |
Insightly | $29 user/mo | $99 user/mo |
Most top real estate CRMs on the list offer flexible pricing (except for CINC that we were unable to find pricing information and RealtyJuggler that has only one available billing option).
The most affordable plan with the basic features is provided by Pipedrive ($12.50 user/mo) and the most expensive – by CINC ( $1,500/ month) and Follow Up Boss ($ 57 user/mo). The highest cost for the most expensive CRM plan is also offered by Follow Up Boss – $1,000/ mo.
Best Real Estate CRM Pros and Cons
Revenue | |||
---|---|---|---|
AscendixRE | $23.5 Million | ||
Wise Agent | $18 Million | ||
Pipedrive | $126 Million | ||
CINC | $42 Million | ||
Follow Up Boss | $3.8 Million | ||
RealtyJuggler | $8.9 Million | ||
LionDesk | $6.4 Million | ||
Insightly | $26 Million |
Based on data from G2, Capterra, AppExchange, TechnologyAdvice, FeaturedCustomers, Zoominfo, and company websites, the top CRM for real estate is AscendixRE. Its ranking is 4.6/5 and total years of CRM experience – 25 years.
LionDesk is the newest real estate CRM provider on the market with 7-year market experience. The highest revenue gets Pipedrive ($126 Million) and the most modest one out of our shortlist receives Follow Up Boss – $ 3.8 Million.
Real Estate CRM | |||
---|---|---|---|
AscendixRE | |||
Wise Agent | |||
Pipedrive | |||
CINC | |||
Follow Up Boss | |||
RealtyJuggler | |||
LionDesk | |||
Insightly |
Based on submitted reviews on various platforms, most of the real estate CRM software offerings are popular with small and mid-size businesses. However, only three of the represented SaaS vendors can successfully serve organizations of all sizes: AscendixRE, Pipedrive, and CINC.
Real Estate CRM | |||||
---|---|---|---|---|---|
AscendixRE | |||||
Wise Agent | |||||
Pipedrive | |||||
CINC | |||||
Follow Up Boss | |||||
RealtyJuggler | |||||
LionDesk | |||||
Insightly |
Most real estate CRM software offers a standard toolkit of Lead, Contact, Data, Email & Text Management features as well as Reports & Dashboards. In its essence, they are the basic tools why any CRM is purchased.
If we speak about more real estate-specific features, the Listing management feature is provided by four out of eight CRM vendors: AscendixRE, Wise Agent, CINC, and Realty Juggler.
There are only three CRM providers ready to offer this feature off-the-shelf: AscendixRE, Pipedrive, and Follow Up Boss in terms of Collaboration tools and virtual rooms.
At that point, we’ll look at the 8 best CRM for real estate in greater detail.
Best CRM for Real Estate
Year of Foundation: 1996
Yearly Revenue: $23.5 Million
Headquarters: Dallas, TX
Average Rating: 5/5 (According to 141 reviews on G2, AppExchange, and FeaturedCustomers)
Training: In-Person, Live Online, Webinars, Documentation
Languages Supported: English
Payment offerings start at $79 user/month for xRE Foundations plan (with no user minimum, billed annually).
For $79 user/mo you get:
With xRE Enterprise plan for $99 user/mo you will have:
Ascendix Search (advanced Salesforce search tool designed for realtors) features like:
Ascendix Composer (real estate report & property tours generation tool) functionality like:
And additional perks of the listed best real estate CRM like:
xRE Unlimited Plan for $129 user/month allows to leverage the following additional features, unavailable in the previous two plans:
Key Clients: JLL, Colliers International, CRESA, Savills Ireland, SLG, Sherman Bridge, New Western, Source Minerals, Stiles, SAB Capital, Calson Properties, Hanna Commercial
AscendixRE Key Features:
AscendixRE is a commercial real estate CRM for managing your properties, leases, listings, deals, contacts, accounts, activities in one place and from anywhere.
It is the only real estate CRM software available on both Salesforce.com and Microsoft Dynamics 365 and is designed specifically for brokerages to automate deal flow, simplify property, contact, and account search & reporting experience, augment report generation and distribution.
AscendixRE is a unique collaboration tool offering secure virtual Collaboration and Deal Rooms for:
What makes AscendixRE CRM stand out from other top real estate CRM software on the market, is that it blends 15-year experience in the real estate space with unlimited customization capabilities and high-security standards of Salesforce and Microsoft Dynamics.
Moreover, AscendixRE CRM comes with already in-built features for brokers. So you don’t have to pay extra to calibrate it for real estate needs, and can start using it from day one!
AscendixRE plans include 2 hours of consulting and interactive training (within a flexible time of signing up) that is already available in xRE Foundations.
And with xRE Enterprise and xRE Unlimited plans, you can get access to:
What’s more, CRM support service for xRE Foundations includes Self-serviced Help Center and Email Support. Whereas, xRE Enterprise and xRE Unlimited plans have multi-channel help services that besides options available in the basic plan, involve Phone Support and Concierge Service.
Take a look at the video demo of complete AscendixRE features:
What AscendixRE users like about this real estate CRM is that it has lots of functionality for commercial real estate brokers. Mason Fiascone on AppExchange, for example, praised excellent customer service and the platform’s customizability.
Lots of functionality for any commercial real estate need | Takes a lot of investment of time to learn |
The customizability of CRM for real estate agents | Not very easy to use the tools |
The depth of their team and years of experience | |
Good post-launch support |
Year of Foundation: 2001
Yearly Revenue: $18 Million
Headquarters: Fountain Hills, AZ
Average Rating: 4/5 (According to 546 reviews on G2 and Capterra)
Training: In-Person, Live Online, Webinars, Documentation
Languages Supported: n/a
Free Trial: Yes (14 Days)
Wise Agent offers two fixed pricing options: $29 per month (up to 5 users) plan and $299 per year (up to 5 users) plan. The company has a custom Enterprise Plan which price can be negotiated on the meeting with The Wise Agent consultant.
For $29 you can get
|
Key Clients: Sotheby’s International Realty, Coldwell Banker, Keller Williams Realty, Berkshire Hathaway Home Services, Re-Max, Windemere Real Estate.
Wise Agent is a robust full-scale real estate CRM software for real estate agents. Thanks to it you can manage and get better visibility into their contacts’ information and have their rank, status, alternate/additional addresses, spouse information, etc. kept and managed in one place.
The Call List is one more interesting feature of this real estate CRM system. It is created to inform you on who you need to reach out to today.
Wise Agent’s clients highlight the easiness of CRM management and navigation. Cindy B on Capterra claims that it is much easier to stay in touch with every client and lead. On the contrary, Pam P. on the same platform thinks that it is a bit cumbersome to keep track of Closings and to get an image into an email.
Good customer service | Changes are made to the platform without regard to what agents think |
Real estate CRM is easy to use and navigate | The closing tracking feature is a bit cumbersome |
Lots of how-to videos | Designing and configuration of templates is not user friendly |
The ability to keep in touch with clients and leads through a drip campaign |
Year of Foundation: 2010
Yearly Revenue: $126 Million
Headquarters: New York City, NY
Average Rating: 4.4/5 (According to 3,843 reviews on Capterra and G2)
Languages Supported: German, English, Estonian, French, Italian, Norwegian, Polish, Portuguese, Russian, Spanish
Free Trial: Yes (a 14-day free trial is available for the Essential, Advanced, and Professional plans)
Pipedrive offers agile pricing options starting at $12.50 per user per month for an Essential Plan that offers you:
It is followed by an Advanced plan at $24.90 per user per month that has:
Professional plan ($49.90 a user/ month) enables the following additional features:
Enterprise plan for $99 per user/per month provides clients with:
These prices are stated if you choose to be billed annually, and if you want to be billed monthly, the prices will be a bit higher. So, the picture looks more like this:
(Essential, Advanced, Professional Plans) | $15 user/ mo (billed monthly) | $29 (billed monthly) | $59 (billed monthly) | (billed only annually) |
Key Clients: Amazon, TNW, Festo, RE-Max, Skyscanner, Vimeo
Pipedrive is another popular real estate CRM choice and was designed to harmonize the CRM experience for users.
With Pipedrive users can arrange deals in pipelines and adjust the stages to fit their sales cycle or integrate it with third-party apps like Trello, Asana, or Slack.
Moreover, this real estate CRM offers a Live Chat with a ChatBot integration and robust synchronization with Gmail services.
Reviewers like Christopher J. on Capterra.com enjoy Pipedive’s simplistic UI and wide range of integrations. However, at the same time, they are disappointed that very basic features are locked from the lowest Pipedrive pricing plan and are not really impressed with the automation features.
The customizability of the CRM system | The very simple features in the CRM are blocked off from the lowest price plan |
Easiness in entering leads and moving them through various stages | Limited automation features |
Inability to send one email to multiple contacts | |
Freezing when processing large volumes of data | |
Limited API and setting up with other tools. |
Learn how we can help with migration from Pipedrive to Salesforce
Year of Foundation: 2011
Yearly Revenue: $42 Million
Headquarters: Marietta, GA
Average Rating: 4.2/ 5 (According to 103 reviews on Capterra and G2)
Training: In-Person, Live Online, Webinars, Documentation
Languages Supported: English
Free Trial: n/a
CINC has four products.
CINC Pricing is not openly stated neither on the company website nor on most review platforms. However one of the reviews on Hooquest.com mentions the following*:
*Please contact the vendor directly to find out current plans & pricing
Key Clients: n/a
Commissions Inc “CINC”, is one of the best real estate CRM software designed for lead origination and client retention that combines a website, a feature-rich CRM, and brokerage management tools.
A precise client profile dashboard tracks all communication in a single place. CINC CRM augments:
Users on Capterra.com praise filtering, follow-up, and profiling functionality and easiness of CINC CRM management. But, on the contrary, they don’t like a long learning curve to master all tools and customer service.
Easy to use, robust real estate CRM | Hard to customize CRM software |
Lots of possibilities to filter, followup, and profile | The system generates not good leads |
Good training | The software freezes up frequently |
Bad customer service |
Year of Foundation: 2011
Yearly Revenue: $3.8 Million
Headquarters: San Francisco, CA
Average Rating: 4.4/5 (According to 83 reviews on Capterra and G2)
Training: Live Online, Webinars, Documentation
Languages Supported: English
Free Trial: (Yes) 14 Days
Plans start at $69/user per month for Grow Plan with 2 months of Free Trial, if paid annually, the price reduction can go up to $57 per user/per month. With this plan you can get:
With Pro Plan for $499/ month for up to 10 users (or $82 per user/per month billed annually, and $99 per user/per month if billed monthly) you will also receive a two-month Free Trial and core features of Grow Plan plus:
Platform Plan will cost you $1,000 for up to 30 users per month if billed monthly and $833 if billed annually, this option compliments Pro Plan with:
$57 user/ mo (billed annually) OR $69 user/ mo (billed monthly) | $99 (billed monthly) | $1,000/up to 30 users/ mo (billed monthly) |
Key Clients: The Graham Seeby Group Residential Realty, The Agency Texas Residential Real Estate, DLP Realty, Kris Lindahl Real Estate, Robert Slack, The Robert Dekanski Team
Follow Up Boss is also on the list of the best CRMs for a real estate whose top features include:
This real estate CRM provider claims the capability to integrate with some of the 200+ lead providers like:
Moreover, IDX integration allows Follow Up Boss users to monitor user website activity, for example, which properties they viewed, how many properties they viewed, their price point for better leads segmentation.
Follow Up Boss’ clients like Arielle D on Capterra, find this real estate CRM good for keeping in contact with potential clients, keeping track of where they are in the sales pipeline, and keeping them in sync with scheduled meetings or calls. But, reviewers o G2. like Alicia M, are concerned about mobile user-friendliness and the ability to leave notes on Contacts.
Good for keeping in contact with potential clients | There is a steep learning curve and some of the features are not logical |
Constant updates and feature improvements | There are not as many features as in other client management software |
Good for tracking down new leads |
Year of Foundation: 2003
Yearly Revenue: $8.9 Million
Headquarters: Windsor, CO
Average Rating: 4.3/ 5 (According to 46 reviews on Capterra and G2)
Training: Live Online, Webinars, Documentation
Languages Supported: English, Spanish
Free Trial: Yes (90 Days)
RealtyJuggler Pricing: $179/year
Key Clients: IREI Corp. RE/MAX, Coldwell Banker Bellville Realty, Weichert Realty
RealtyJuggler is a real estate CRM aimed at on simplicity of building daily to-do lists for agents based on CRM data, lead qualification, and automation of email campaigns.
This real estate CRM software can be synchronized with Microsoft Outlook, Google Gmail services, and email automation tools like MailChimp.
RealtyJuggler is a relatively inexpensive solution for real estate agents and can be a better choice for smaller teams.
It also can import contacts, appointments, and leads from Zillow, tax records, and lead services.
RealtyJuggler users consider it one of the best CRM for real estate agents because it offers a lengthy free rial compared to other tools. Moreover, reviewers like Neomi L. on Capterra like the easiness of use and customer support. However, a big downside of the system is that it lacks features for drip campaigns and has poor integrations capabilities.
The lengthy free trial | It doesn’t integrate easily or even at all with other software |
Good customer support | It doesn’t have enough features for drip campaigns |
This CRM for real estate agents is easy to use | |
Synchronization with Gmail contacts |
Year of Foundation: 2014
Yearly Revenue: $6.4 Million
Headquarters: San Diego, CA
Average Rating: 4/5 (According to 121 reviews on G2 and Capterra)
Training: Live Online, Webinars, Documentation
Languages Supported: n/a
Free Trial: Yes (30 Days)
Pricing offers start only at $19 a month. The basic, Starter plan can cost $19 per user/per month if billed annually ($225 user /year), and $23 per user/per month billed monthly. At that price, users get:
Pro+ plan is offered for $41 per user/per month billed annually ($489 user /year), and $44 per user/per month if billed monthly.
This plan implies:
Elite plan is $67 per user/per month if billed annually ($799 user /year), and $79 per user/per month billed monthly. This plan includes:
$19 user/ mo ($225 user/yr) (billed annually) OR $23 user/ mo (billed monthly) | $44 user/mo (billed monthly) | $79 user/mo (billed monthly) |
Key Clients: NewAmerican Funding, United Real Estate Los Angeles, TRG
LionDesk is another real estate CRM software to track emails, phone calls, and messages in one easily searchable platform.
The tool enables:
This real estate CRM software can be integrated with third-party tools like social media apps, Zapier, and Cloud CMA for more in-depth CMA reporting.
Liondesk’s customers enjoy the simplicity of this real estate CRM and favorable pricing. On the other hand, users find email functionality a bit generic and too strict limitations of records import.
This real estate broker CRM is easy to use and user-friendly | Poor quality of emails you can send out |
Good features – price balance | Import of only 255 characters, so the notes from previous CRM won’t let the contact upload |
Ability to set up precise drip campaigns | A bit of a learning curve |
Year of Foundation: 2012
Yearly Revenue: $26 Million
Headquarters: San Francisco, CA
Average Rating: 4.1/5 (According to 1,184 reviews on Capterra and G2)
Languages Supported: English, French, Italian, Dutch, Portuguese, Spanish
Free Trial: Yes (30 Days)
Insightly’s plans start at only $29 user/month (billed annually) for a Plus Plan, followed by a Professional Plan for $49 per user per month (billed annually) and an Enterprise plan for $99 per user per month that is billed yearly as well.
With Plus Plan you get:
With Professional Plan you’ll receive:
Enterprise Plan offers:
$29 user/ mo (billed annually) |
Key Clients: PCG Digital, Savanta, Nimble, AnnexusHealth, Atlanta Eats, BookFuel, Performance Property Advisory
Insightly is not only a real estate CRM but also the platform for small businesses across various industries including:
This CRM for real estate agents can be integrated with third-party tools like:
Its social features include access to contacts’ social profiles on social networking sites such as:
Moreover, this one of the best CRM for real estate offers an open (and free) RESTful API, webhooks, or Lambda functions to enable data synchronization.
Insightly’s Pros and Cons
Based on Insightly’s reviews, customers like the intuitiveness of this CRM for real estate brokers, data management features, and native integrations. What they don’t really like is its support.
Very intuitive and easy to use | Not highly adaptable as other CRMs for real estate |
Good native integrations | Not a good fit for big companies |
Good tools to manage customers’ data in a safe and fast way | Support is scarce and requires an extra cost and doesn’t help much to adapt quickly to the platform |
Many video tutorials | It can be somewhat difficult to navigate |
It doesn’t have real estate objects and fields out of the box |
Your digital success starts with the selection of the right real estate CRM vendor and to choose the best option, you should conduct thorough research that takes time. The very basic checklist you should always be guided with is:
AscendixRE combines top-notch flexible CRM features, in-depth real estate expertise, and excellent customer support.
Our experienced CRM consultants are ready to help you with all stages of CRM implementation, migration, and optimization. Just tell us about your challenges and we’ll definitely find the best technology solution!
Based on the 6,000+ reviews analysis on independent platforms on G2, Capterra, and Technology Advice, the most popular real estate CRM are AscendixRE CRM, Pipedrive, Wise Agent, Insigntly, and Follow Up Boss.
There are 5 main points you need to consider when you choose a real estate CRM: pricing structures, out-of-the-box features, customizability, native integrations, and support options. But if you have difficulties with selecting the right solution, you can use CRM consulting services.
Over 60% of real estate agents who earn around $100,000+/year use CRM solutions daily.
Anzhelika specializes in B2B content marketing and has in-depth expertise in promoting the company's products and services through high-quality content. On the Ascendix Technologies blog, Anzhelika shares her insights of Salesforce and Microsoft Dynamics 365 CRM tips & tricks as well as overviews of new CRM tools and technology trends on the market.
A very insightful comparison of the best CRM for real estate, thank you!
AscendixRE is a great CRM for brokers of all sizes. Try AscendixRE CRM right now. We'll help you to set up everything and upload your data for free. No obligations.
I happened to come across your article on 8 Best CRM For Real Estate and found that to be a really good read.