Best CRM For Real Estate Based on 6,000+ Customer Reviews

June 30, 2022
23 min

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.

 

What Is CRM for Real Estate?

 

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:

  • Prioritize tasks,
  • Manage leads, contacts, and data,
  • Monitor key activities,
  • Report on activities effectively inside one system.

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.

17 CRM Adoption Best Practices Checklist

Get the list of the best-working tips on how to increase CRM adoption in your company.

Full Name
Work Email

Key Benefits of CRM for Real Estate

 

Regardless of whether it is a Cloud-based or On-premises platform, brokers praise the following real estate CRM perks the most:

  • Centralized and organized lead, deal, and contact information
  • Consolidated and easily managed database
  • Automated workflows and time-consuming routine tasks
  • Optimized email marketing automation efforts
  • Visualization of realtor’s performance and business operation success
  • Integration with MLS (Multiple Listing Service) and other third-party tools

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.

 

What Features Best Real Estate CRM Should Have

 

The most typical features of best CRM systems for real estate agents include:

  • Contact management features enable segmentation and categorization of contacts and leads by type, referral status, preferences, etc, and can be categorized by filter fields or tags.
  • Email management tools and templates help realtors automate sending of emails and keep them personalized. They also help brokers create and send off proposals, and engage in drip email campaigns.
  • Mobility via a mobile application allows real estate agents to access their data, contacts, and monitor all important activities from any point on the Earth that has an Internet connection and be more independent in terms of location and resources.

 

What Tools Top CRM for Real Estate Agents Should Have

 

  • Listing management tools for property tracking, managing for more precise matching with clients’ needs
  • Document management tools for effective document exchanging and sharing
  • Data deduplication tools to reduce the amount of garbage data
  • Collaboration tools for productive and secure communication and interaction.
  • Integrability with third-party tools to consolidate all necessary systems under one CRM
  • User-friendly interface and customization/configuration capabilities to tailor real estate CRM software specifically for your brokerage needs and ensure user adoption.

Looking For an Industry-Tailored CRM?

AscendixRE Can Become Your One-stop-shop!

Real Estate CRM Comparison: Pros and Cons

 

Compare available options of the best CRM for real estate agents from different angles like :

  • General information of these CRM systems (like a year of foundation, headquarters, etc)
  • Average rating from different review websites and software pros & cons according to users
  • Pricing options*
  • Key clients
  • Real estate CRM software features

 

Real Estate CRM Pricing Comparison

 

*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 CRMStart CostEnd 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
Comparison of Top Real Estate Pricing Plans

 

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 | Ascendix

Best Real Estate CRM Pros and Cons

 

Company Rating and Experience Comparison

 

Real Estate CRM
Rating (Max. 5)
Years in the CRM Market
Revenue
AscendixRE
4.6
25
$23.5 Million
Wise Agent
4
20

$18 Million
Pipedrive
4.4
11
$126 Million
CINC
4.2
10
$42 Million
Follow Up Boss
4.4

10

$3.8 Million
RealtyJuggler
4.3

18

$8.9 Million
LionDesk
4
7

$6.4 Million
Insightly
4.1
9
$26 Million
Comparison of Real Estate CRM Vendors Rating, Experience, and Revenue

 

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.

 

Business Sizes CRM Better Works For

 

Real Estate CRM
Small-Sized Businesses
Mid-Sized Businesses
Large-Sized Businesses
AscendixRE
Wise Agent
Pipedrive
CINC
Follow Up Boss
RealtyJuggler
LionDesk
Insightly
Business Sizes These Real Estate CRM Better Works For

 

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 Key Features Comparison

 

Real Estate CRM
Lead Management
Contact Management
Listing Management
Email Marketing
Virtual Collaboration & Deal Rooms
AscendixRE
Wise Agent
Pipedrive
CINC
Follow Up Boss
RealtyJuggler
LionDesk
Insightly
Real Estate CRM Key Features

 

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

Best CRM for Real Estate

 

Top Real Estate CRM Software

 

  1. AscendixRE
  2. Wise Agent
  3. Pipedrive
  4. CINC
  5. Follow Up Boss
  6. RealtyJuggler
  7. LionDesk
  8. Insightly

 

1. AscendixRE

 

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

 

xRE Foundations
xRE Enterprise
xRE Unlimited


$79 user/mo (billed annually, no user minimum)




$99 user/mo (billed annually, no user minimum)




$129 user/mo (billed annually, no user minimum)


AscendixRE Pricing

 

AscendixRE Pricing

 

Payment offerings start at $79 user/month for xRE Foundations plan (with no user minimum, billed annually).

For $79 user/mo you get:

  • Salesforce License
  • Account, Contact, Inquiry, and Deal Management
  • Properties, Listing, Lease, Sales, Availabilities, Preference Tracking
  • Multi-Family Functionality
  • Property Image / Photo Support
  • Prospective Properties/Investors Related to Deal
  • Prebuilt CRE Fields
  • Custom Fields
  • Outlook & Gmail Integration
  • iOS, Android App
  • Dashboards and Reports
  • Data Deduplication
  • Workflow/Process Automation
  • Transaction Management
  • Property Alerts

With xRE Enterprise plan for $99 user/mo you will have:

 

Ascendix Search (advanced Salesforce search tool designed for realtors) features like:

  • Easy and Fast Filtration and Search of Data
  • Simple Creation of Salesforce Related Lists
  • Bulk Update and Mass Edit of Any Objects
  • Ability to Add Multiple Notes, Schedule Calls, and Events as well as Send Mass Emails.
  • Records Export from Salesforce to Excel
  • Straightforward Data Search and Analysis Using Charts and Maps

 

AscendixRE-Map-Search-Feature

AscendixRE Map Search Feature

 

  • Effortless Reports Generation to Send Them via Email.
  • Tailor-Made List Views for Each User.
  • Placing of a Salesforce List to Map.
  • Automated generation of a Call List.
  • Quick Creation of Activity Reports and Forecast Future Tasks.

Ascendix Composer (real estate report & property tours generation tool) functionality like:

  • In-built Report Templates to Build the Reports or Brochures
  • Unsophisticated Generation of Branded Commercial Real Estate Flyers, Property Profile Reports, Brochures, and Lease Comp Reports
  • Ready-to-Send Reports and Brochures Directly from your CRM or Ready-to-Download in Various Formats

And additional perks of the listed best real estate CRM like:

  • Concierge Service
  • Up to 15 Custom Objects
  • Stacking Plans
  • Real Estate Commission Calculations

 

 

xRE Unlimited Plan for $129 user/month allows to leverage the following additional features, unavailable in the previous two plans:

  • Virtual Deal Rooms / Collaboration Rooms via MarketSpace Tool for Advanced Marketing of Property Listings & Deal Rooms

 

MarketSpace-by-Ascendix-Property-Listings-Portal-Overview

Public Property Listing Portal in MarketSpace

 

  • Public Listing Portal
  • Automated Lead Capture

 

Key Clients: JLL, Colliers International, CRESA, Savills Ireland, SLG, Sherman Bridge, New Western, Source Minerals, Stiles, SAB Capital, Calson Properties, Hanna Commercial

AscendixREs-Key-Clients

AscendixRE’s  Clients

 

AscendixRE Key Features:

  • Contact & Account Management
  • Prospecting Tools
  • Email Marketing
  • Mass Records Update & Editing
  • Lead Management
  • Calendar & Contact Sync
  • Dashboards & Reporting
  • Data Deduplication
  • Data Management
  • Custom Fields
  • Bulk Emailing & Campaign Management
  • Third-Party Integrations
  • Lead Management, Distribution & Segmentation
  • Enhanced Drip Campaigns
  • Customizable Property Listing Portal
  • Map Search
  • Branded Report & Flyer Generation Tool
  • Centralized Data Storage
  • Secure Virtual Collaboration & Deal Rooms
  • Automated Workflows/Processes
  • Property Alerts
  • Property Listing Management

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:

  • Signing NDAs and contracts, protected information, documents,
  • Data sharing,
  • Centralized data management and communication with your stakeholders, clients, and partners.

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:

  • the client adoption team to personalize training,
  • business scenarios,
  • best practices,
  • data prep consulting,
  • minimal configurations like field add/removal, and form layout.

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: 

 

 

AscendixRE Pros and Cons

 

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.

 

Pros and Cons of AscendixRE CRM

Pros
Cons
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 agentsNot very easy to use the tools
The depth of their team and years of experience
Good post-launch support
Advantages and Disadvantages of AscendixRE CRM

 

2. Wise Agent

 

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 Pricing

 

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

  • Complimentary 30-day Trial Account
  • Contact Management
  • Transaction Management
  • Lead Automation
  • Drip Marketing Campaigns
  • Unlimited In-Software Document Storage
  • Two-Page Monthly Newsletter
  • Free Training
  • 24/7 Support
  • Complimentary Guided Setup Process

 

Free Trial
Monthly Plan
Annual Plan
Enterprise


14 Days




$29/mo (up to 5 users)



$299/yr (up to 5 users)



Custom Pricing


Wise Agent Pricing

 

Key Clients: Sotheby’s International Realty, Coldwell Banker, Keller Williams Realty, Berkshire Hathaway Home Services, Re-Max, Windemere Real Estate.

Wise-Agent-Key-Clients

Wise Agent’s Key Clients

 

The Wise Agent Key Features

 

  • Calendar Management
  • Contact Management
  • Document Management
  • Transaction Manager for Dates, Details, Parties Involved, Notes, Documents
  • Email Marketing
  • Lead Management, Segmentation & Automation
  • Listing Management
  • Property Management (Property Tracking, Client/Property Matching, Property Alerts)
  • Landing Pages & Website Management
  • Lockbox Tracking (codes, locations, serial numbers)
  • Drip Marketing Campaigns
  • Free Live and Online 24/7 Support
  • Unlimited In-Person, Live Online Training, Webinars and Documentation
  • Social Media Enhancement & Campaign Management
  • Interaction & Referral Tracking
  • Property Alerts
  • Reporting Tools
  • Referral Tracking

 

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 Pros and Cons

 

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.

 

Pros and Cons of Wise Agent

Pros
Cons
Good customer service


Changes are made to the platform without regard to what agents think
Real estate CRM is easy to use and navigateThe closing tracking feature is a bit cumbersome
Lots of how-to videosDesigning and configuration of templates is not user friendly
The ability to keep in touch with clients and leads through a drip campaign
Advantages and Disadvantages of Wise Agent

 

3. Pipedrive

 

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 Pricing

 

Pipedrive offers agile pricing options starting at $12.50 per user per month for an Essential Plan that offers you:

  • Custom pipeline and stages
  • Custom fields
  • Activities and calendar view
  • BCC email inbox
  • Customizable dashboard
  • User and company goal setting

It is followed by an Advanced plan at $24.90 per user per month that has:

  • Real-time matching inboxes
  • Email opens and clicks
  • Email and task automation templates
  • Custom email and task automation
  • Identify important fields
  • One-click data enrichment
  • Custom user and admin permissions

Professional plan ($49.90 a user/ month) enables the following additional features:

  • Email distribution lists
  • One-click calls and call tracking
  • Limitless meeting scheduling
  • Multiple dashboards
  • Revenue forecasting
  • Team management tools
  • Sales Manager App
  • Contact and deal visibility settings
  • Custom user, admin, and manager permissions

Enterprise plan for $99 per user/per month provides clients with:

  • Dedicated account manager
  • Managed set-up and ongoing support
  • Extra customization to suit your business
  • Enhanced security to protect revenue and data
  • More user permissions to control what users see and do

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:

  • The Essential plan is $12.50 per user/per month billed annually ($15 if billed monthly)
  • The Advanced plan is $24.90 per user/per month billed annually, ($29 if billed monthly)
  • The Professional plan is $49.90 per user/per month billed annually, ($59 if billed monthly)
  • The Enterprise plan remains the same, and it is $99 per user/per month, billed only annually.

 

Free Trial
Essential Plan
Advanced Plan
Professional Plan
Enterprise Plan


14 Days

(Essential, Advanced, Professional Plans)


$12.50 user/ mo (billed annually) OR


$15 user/ mo (billed monthly)




$24.90 user/ mo (billed annually) OR


$29 (billed monthly)




$49.90 user/ mo (billed annually) OR


$59 (billed monthly)




$99 user/mo
(billed only annually)


Pipedrive Pricing Plans

 

Key Clients: Amazon, TNW, Festo, RE-Max, Skyscanner, Vimeo

Pipedrive-Key-Clients

Pipedrive’s Key Clients

 

Pipedrive Key Features

 

  • Privacy and security management
  • Prospecting Tool
  • Lead Capture, Segmentation, Scoring & Nurturing
  • Live Chat
  • Churn Management
  • Feedback Collection & Negative Feedback Management
  • Survey/Poll Management
  • Calendar/Reminder System
  • Quotes/Proposals
  • Territory Management
  • Internal Chat Integration
  • Call Recording and Call List Management
  • Business Card/Badge Scanning
  • Online Forms
  • Prospecting Tools
  • Client/Property Matching
  • Geo-Targeting
  • Website Visitor, Time on Site, Pageview, Referral Source Tracking
  • Customizable Branding
  • Collaboration & Meeting Management
  • Goals/Quota Management
  • Sales Trend Analysis, Modeling & Simulation

 

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.

 

Privedrive Pros and Cons

 

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.

 

Pros and Cons of Pipedrive

Pros
Cons
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 stagesLimited 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.
Advantages and Disadvantages of Pipedrive CRM

 

Learn how we can help with migration from Pipedrive to Salesforce

 

4. CINC

 

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 Pro
  • CINC Pro Agent (Solo)
  • CINC Enterprise
  • CINC Pro Lender

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*:

  • $1, 500/mo for CINC Pro
  • $500/mo + paid advertising
  • Paid add-ons like the dialer

*Please contact the vendor directly to find out current plans & pricing

Key Clients: n/a

 

CINC Key Features

 

  • Listing Management
  • Lead Generation, Scoring, Management & Segmentation
  • Dashboards
  • Opportunity & Pipeline Management
  • CMA Management
  • Task/Activity Management
  • Transaction Management
  • Forecasting & Reporting
  • Property Alerts
  • Client/Property Matching
  • Pipeline Views
  • Team Management Tools
  • Client Profile Dashboard
  • Drip Campaigns

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:

  • Lead profiling and search for splitting clients,
  • Monitoring activity,
  • Targeted texting and emailing
  • Property alerts automation,
  • Running personalized drip campaigns.

 

CINC Pros & Cons

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.

 

Pros and Cons of CINC CRM

Pros
Cons
Easy to use, robust real estate CRMHard to customize CRM software
Lots of possibilities to filter, followup, and profileThe system generates not good leads
Good trainingThe software freezes up frequently
Bad customer service
Advantages and Disadvantages of CINC CRM

 

5. Follow Up Boss

 

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

 

Follow Up Boss Pricing

 

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:

  • All basic CRM Features
  • Company Number
  • Two Way Texting
  • Mass Emailing
  • Email Open and Click Rate Tracking
  • Collaborators
  • Website Tracking
  • Optional Calling for $39/user

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:

  • CRM Migration Service
  • Phone Number and Dialer
  • Call Lists and One-Click Calling
  • Call Recording and Reporting
  • Inbound Calls and Shared Inboxes
  • Leaderboard
  • Priority Support and Strategy Calls

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:

  • Priority Support
  • Dedicated Success Manager
  • Integration Services
  • Complete Call Integration
  • API Access and Support

 

Free Trial
Grow Plan
Pro Plan
Platform Plan


14 Days




$57 user/ mo (billed annually) OR


$69 user/ mo (billed monthly)



2 Months Free Trial




$82 user/ mo (billed annually) OR


$99 (billed monthly)



2 Months Free Trial





$833 up to 30 users/ mo (billed annually) OR


$1,000/up to 30 users/ mo (billed monthly)



2 Months Free Trial



Follow Up Boss Pricing Plans

 

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-Key-Clients

Follow Up Boss Key Clients

 

Follow Up Boss Key Features

 

  • Manual Adding and Assigning Leads and Clients
  • Automated Leads Import
  • Round Robin, First to Claim, Advanced Leads Distribution
  • Lead and Activity Notifications
  • Collaboration with Lenders on Leads and Clients
  • Automated Drip Engagement Emails (Action Plan)
  • Email & Text Templates
  • Calendar & Appointments Management
  • Instant Text
  • Daily Hotsheet
  • Deal Tracking &  Lead Source, Agent Activity Reporting
  • Action Plan Sharing Library
  • Database Migration
  • Automated Task Assignment (Action Plans)
  • Mentions Tracking
  • Call Transferring, Recordings, and Reporting
  • Shared Inboxes/Ring Groups
  • Training on Importing Contacts from Any CRM and Syncing Lead Sources, Private Team Training, Training for New Team Members
  • Integration with IDX Website, Mailchimp, Zapier, Gmail and Google Apps, Facebook Lead Ads, etc.

 

Follow Up Boss is also on the list of the best CRMs for a real estate whose top features include:

  • Inbound and outbound call management,
  • Auto-send for emails,
  • Automated text messaging.

This real estate CRM provider claims the capability to integrate with some of the 200+ lead providers like:

  • Zillow,
  • Ylopo,
  • Realtor.com

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 Pros and Cons

 

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.

 

Pros and Cons of Follow Up Boss CRM

Pros
Cons
Good for keeping in contact with potential clientsThere 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
Advantages and Disadvantages of Follow Up Boss CRM

6. RealtyJuggler

 

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-Key-Clients

RealtyJuggler Key Clients

 

RealtyJuggler Key Features

 

  • Listing Management
  • Opportunity & Pipeline Management
  • Dashboards
  • Transaction Management
  • Referral Tracking
  • Prospects Tracking & Follow Up
  • Lead Import from Contact Me Forms, from MLS, Tax Records, and IDX Portals
  • Contact & Appointments Import
  • Document Management
  • Email & E-Card Library
  • Activity Plans/Task Plans
  • Flyer Generation Tool
  • Automatic Reminders for Birthdays, Closing Anniversaries, and Deadlines
  • Rental Management
  • Commission Calculation & Tracking
  • Two-Way Text Massaging
  • Online Feedback Forms
  • Email and SMS Notifications
  • Voice and Text Messaging Call Capture

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 Pros and Cons

 

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.

 

Pros and Cons of RealtyJuggler

Pros
Cons
The lengthy free trialIt 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
Advantages and Disadvantages of RealtyJuggler CRM

 

7. LionDesk

 

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)

 

LionDesk Pricing

 

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:

  • 2,000 Emails (including Video Emails)
  • 500 Text Messages
  • 100 Video Texts
  • Bulk Texting
  • Bulk Email
  • Transaction Management
  • Pre-built Drip Campaigns
  • Group Webinar Training
  • Facebook Lead Generation
  • A-la-carte Emails & Texts

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:

  • 7, 500 Emails (including video emails)
  • 2,000 Text Messages
  • 500 Video Texts
  • Custom Number for Texting
  • Video Texting
  • Bulk Campaigns
  • Text-2-Sell Short Codes
  • White Label Email Campaign
  • Sub-Account for Admins
  • Multiple Transaction Management

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:

  • 15, 000 Emails (including Video Emails)
  • 4,000 Text Messages
  • 1, 500 Video Texts
  • Valet Contact Import
  • Priority Support
  • 1:1 Training

 

Free Trial
Starter Plan
Pro Plan
Elite Plan


30 Days




$19 user/ mo ($225 user/yr)
(billed annually) OR


$23 user/ mo (billed monthly)





$41 user/ mo ($489 user/yr) (billed annually) OR


$44 user/mo (billed monthly)





$67 user/ mo ($799 user/yr) (billed annually) OR


$79 user/mo (billed monthly)



LionDesk Pricing Plans

 

Key Clients: NewAmerican Funding, United Real Estate Los Angeles, TRG

LionDesk-Key-Clients

LionDesk’s Key Clients

 

LionDesk Key Features

 

  • Transaction Management
  • Scheduled Emails & Texts
  • Video Email & Video Texting Management
  • Prospecting Tools
  • Lead Management, Distribution & Segmentation
  • 3rd Party Lead Imports
  • Enhanced Drip Campaigns
  • Auto Responders
  • Email Marketing, Direct Mail, Tracking Email Results
  • Power Dialer
  • Interaction & Lead Source Tracking
  • Pipeline Management
  • 3rd Party Integrations
  • Property Alerts
  • Referral Tracking

 

LionDesk is another real estate CRM software to track emails, phone calls, and messages in one easily searchable platform.
The tool enables:

  • Video emailing and texting,
  • Bulk texting and email,
  • Pipelines and campaigns automation,
  • Task reminders,
  • Transaction management,
  • Database segmentation.

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 Pros and Cons

 

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.

 

Pros and Cons of LionDesk

Pros
Cons
This real estate broker CRM is easy to use and user-friendlyPoor 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 campaignsA bit of a learning curve
Advantages and Disadvantages of LionDesk CRM

 

8. Insightly

 

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 Pricing

 

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:

  • Native Android and iOS Mobile Apps Synchronization
  • Mobile Contact and Calendar Integration
  • Mobile Voice Notes
  • Integrated Project Management & Tracking
  • Calendar Synchronization
  • Configurable Project Processes
  • Integration with Google G-Suite, Calendar, Docs, and Other Google G-Suite Productivity Tools
  • Integration with Microsoft Office 365 Login, Calendar, and OneDrive
  • Slack integration with AI bot

With Professional Plan you’ll receive:

  • Lead Management, Assignment, and Routing
  • Automatic Duplicate Detection
  • Bulk Emailing
  • Email Templates & Outbound Emails Scheduling
  • Web to Lead Capture and Visualizing with Kanban
  • Automatic Social Profile Enrichment
  • Opportunity Management
  • Customizable Sales Processes
  • Task and Event Activity Management
  • Mass Records Update
  • Business Intelligence Dashboards with 40 Different Chart Types and Drag-and-Drop Configurable Layouts
  • Customizable Real-Time Insight Cards
  • Customized BI Dashboards
  • Configurable Reports, Report Scheduling and Emailing
  • Standard Support Plan
  • Customized Support & Services Plan
  • Professional Services
  • Developer API Support

Enterprise Plan offers:

  • Contact and Organization Management
  • Task and Event Management
  • Relationship Linking
  • Attach Files from Cloud Storage
  • Complete Workflow Automation
  • Custom Object Creation
  • Products, Price Books and Quotes
  • Custom Validation Rules
  • Calculated Fields on Any Object
  • Roles and Permissions
  • Configurable Profiles and Page Layouts
  • Custom Apps Deployment on any Platform
  • Lambda Function Authoring and Execution
  • Configurable Webhooks
  • Dynamic Page Layout Rules
  • Over 250 Integrations to Business Apps
  • Published Web Services API
  • Configurable Outbound Webhooks
  • Serverless Lambda Functions Scheduling
  • Calendar & Contact Sync
  • Gmail & Outlook Integration
  • Cloud File Storage Integration

 

Free Trial
Plus Plan
Professional Plan
Enterprise Plan


30 Days




$29 user/ mo
(billed annually)





$49 user/ mo (billed annually)





$99 user/ mo (billed annually)



Insightly Pricing Plans

 

Key Clients: PCG Digital, Savanta, Nimble, AnnexusHealth, Atlanta Eats, BookFuel, Performance Property Advisory

Insightly-Key-Clients

Insightly’s Key Clients

 

Insightly’s Key Features

 

  • Task/Activity Management
  • Partner Relationship Management (PRM)
  • Desktop Integration
  • Opportunity & Pipeline Management
  • Customer Contact Management
  • Customer Support Portal
  • Knowledge Base
  • Mobile User Support
  • Reporting & Analytics
  • Dashboards & Forecasting

Insightly is not only a real estate CRM but also the platform for small businesses across various industries including:

  • Manufacturing,
  • Professional services,
  • Health & wellness,
  • Media,
  • Education,
  • Retail,
  • Construction.

This CRM for real estate agents can be integrated with third-party tools like:

  • MailChimp,
  • Quickbooks Online,
  • Xero,
  • Slack,
  • Dropbox,
  • Box,
  • Evernote,
  • Zapier, Facebook Lead Ads, and more.

Its social features include access to contacts’ social profiles on social networking sites such as:

  • Facebook,
  • FourSquare,
  • Twitter,
  • LinkedIn,
  • Picasa.

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.

 

Pros and Cons of Insightly

Pros
Cons
Very intuitive and easy to useNot highly adaptable as other CRMs for real estate
Good native integrationsNot a good fit for big companies
Good tools to manage customers’ data in a safe and fast waySupport is scarce and requires an extra cost and doesn’t help much to adapt quickly to the platform
Many video tutorialsIt can be somewhat difficult to navigate
It doesn’t have real estate objects and fields out of the box
Advantages and Disadvantages of Insightly CRM

 

The Bottom Line

 

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:

  • Check CRM vendors’ reviews on independent platforms from verified reviewers and ask for clients’ references
  • Take your time for making a decision and evaluate all pros and cons carefully
  • Look for the best price-quality balance. Remember that every feature has its price and if you find a provider offering a price below the average it should be a sign for you to dig deeper.
  • Search for CRM providers that have reliable customer support and offer support even on the post-implementation stage.

 

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!

Real Estate CRM FAQ

What is the most popular real estate CRM?

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.

How Do I Choose a Real Estate CRM?

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.

Do real estate agents use CRM?

Over 60% of real estate agents who earn around $100,000+/year use CRM solutions daily.

Share:

Leave a comment

Your email address will not be published. Required fields are marked *

Comment
First name *
Email *

Comments

Yeshwanth G

I happened to come across your article on 8 Best CRM For Real Estate and found that to be a really good read.

Jen K

A very insightful comparison of the best CRM for real estate, thank you!

Request a Trial of AscendixRE CRM

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.