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.
In this overview we’ll go over the following points:
- What does CRM stand for in real estate?
- What are the key benefits of real estate CRM software?
- What should brokers look for in the CRM platform?
- What is the best CRM for real estate: the shortlist of 8 best-rated CRM systems on the market.
Table of Contents
What Does CRM Stand for in Real Estate
The real estate business is the business of relationships. That’s why agents are constantly searching for new ways to attract new clients and make communication with existing clients more meaningful.
At the same time realtors have to keep an eye on property listings and contracts, not to forget to advertise their personal brand, be actively present on social media, and keep up with new tech trends to be ahead of the competition and to impress prospective clients. Quite a long list of tasks as for one person, isn’t it?
Real estate CRM software 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 software brokers can prioritize tasks, manage leads, contacts, and data, monitor key activities, and report on them effectively inside one system.
Besides traditional CRM functionality, brokers also need to track properties they work with, Lease, Sales comps, and various specific information including information about landlords, tenants, etc.
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.
With the help of a CRM system brokers can track client correspondence and keep it in one place without the risk of losing or missing anything, and, at the same time, make communication more personalized due to having complete client profiles.
Key Benefits of Real Estate CRM Software
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.
The most typical toolset of any CRM system includes:
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 else should real estate CRM software 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.
Now it’s time to review the best CRM for real estate based on review ranking on platforms like G2, Capterra, AppExchange, company websites, and B2B contact databases like Zoominfo.
We’ve collected:
- 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 & free trial duration*
- Key clients
- Real estate CRM software features
*Please note that pricing information is accurate at the time of this writing. Please contact the vendor directly to check current pricing and terms.
Here are our most meaningful findings:
Real Estate CRM Comparison
Now let’s compare available options from different angles that you may consider when choosing the best CRM for real estate agents: pricing, years of experience and independent rating, business size these CRM options best fit for, and key features. Let’s start with the pricing comparison.
CRM Pricing Comparison
| Real Estate CRM | Free Trial | Start Cost | End Cost |
|---|---|---|---|
| AscendixRE | 30 Days | $49 user/mo | $99 user/mo |
| Wise Agent | 14 Days | $29 user/mo | Custom Pricing |
| Pipedrive | 14 Days | $12.50 user/mo | $99 user/mo |
| CINC | n/a | $1, 500 /mo | n/a |
| Follow Up Boss | 14 Days | $57 user/mo | $1,000/mo |
| RealtyJuggler | 90 Days | $179/yr | $179/yr |
| LionDesk | 30 Days | $19 user/mo | $79 user/mo |
| Insightly | 30 Days | $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.
Real Estate CRM Pricing Comparison
Company Rating and Experience Comparison
| Real Estate CRM | 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, Zoominfo, and company websites, the top-rated CRM for real estate is AscendixRE with 4.6/5 with the most years of total 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 Rating Comparison
Business Sizes CRM Better Works For
| 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.
Business Sizes Real Estate CRM Better Works for
CRM Key Features Comparison
| 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.
Real Estate CRM Key Features Comparison
Top Real Estate CRM Software
- AscendixRE
- Wise Agent
- Pipedrive
- CINC
- Follow Up Boss
- RealtyJuggler
- LionDesk
- Insightly
1. AscendixRE
AscendixRE Home Page
Year of Foundation: 1996
Yearly Revenue: $23.5 Million
Headquarters: Dallas, TX
Average Rating: 4.6/5 (According to G2 and AppExchange)
Deployment: Web-Based, Cloud, SaaS, iOS, Android
Training: In-Person, Live Online, Webinars, Documentation
Support: Business Hours, Online
Languages Supported: English
Free Trial: Yes (30 Days)
AscendixRE CRM Pricing
AscendixRE Pricing: payment offerings start at $49 user/month for xRE Foundations plan (with no user minimum, billed annually).
For $49 user/mo you get:
- Salesforce License
- Account, Contact, Inquiry, and Deal Management
AscendixRE Open Deals Kanban View
- 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 $79 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
- 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
AscendixRE CRM Stacking Plan
- Real Estate Commission Calculations
xRE Unlimited Plan for $99 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
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
AscendixRE’s Clients
AscendixRE Key Features:
- Contact & Account Management
- Prospecting Tools
- Email Marketing
- Mass Records Update & Editing
- Lead Management
- Calendar & Contact Sync
- Dashboards & Reporting
Dashboards in AscendixRE Real Estate CRM software
- 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
Property Map Search in AscendixRE real estate CRM
- 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 Commercial Real Estate CRM
AscendixRE is a unique collaboration tool offering secure virtual Collaboration and Deal Rooms for signing NDAs and contracts, protected information, documents, and data sharing, and centralized data management and communication with your stakeholders, clients, partners, and investors.
What also makes AscendixRE CRM stand out from other top real estates CRM software on the market, is that it blends 15-year experience in real estate space with unlimited customization capabilities of SaaS moguls like Salesforce and Microsoft Dynamics.
Due to this, the company can offer a top-notch product that can be scaled to any organization size and grow together with your company, without disrupting the original version and guarantee your data protection with well-known high-security standards of Salesforce and Microsoft platforms.
Also, unlike other fit-for-all-size CRM systems, the platform comes with already in-built features for brokers, so you don’t have to pay extra to calibrate it for real estate needs, so you can start using it from day one!
However, to make sure you are totally familiar with all features of this real estate CRM, AscendixRE plans include 2 hours of consulting and interactive training (within 30 days of signing up) that is already available in xRE Foundations.
And with xRE Enterprise and xRE Unlimited plans, you can get 30-day 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.
All three plans offer an opportunity to import accounts and contacts using original data template mapping.
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:
- Lots of functionality for any commercial real estate need
- The customizability of CRM for real estate agents
- The depth of their team and years of experience
- Good post-launch support
Source: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5eloEAB
AscendixRE Cons:
- Takes a lot of investment of time to learn
- Not very easy to use the tools
Source: https://www.g2.com/products/ascendixre/reviews?
2. Wise Agent
Wise Agent Home Page
Year of Foundation: 2001
Yearly Revenue: $18 Million
Headquarters: Fountain Hills, AZ
Average Rating: 4/5 (According to Capterra and G2)
Deployment: Web-based Cloud SaaS, iOS and Android- friendly
Training: In-Person, Live Online, Webinars, Documentation
Support: 24/7 (Live Rep), Business Hours, Online
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.
Wise Agent CRM Pricing
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
| | |||
|---|---|---|---|
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Key Clients: Sotheby’s International Realty, Coldwell Banker, Keller Williams Realty, Berkshire Hathaway Home Services, Re-Max, Windemere Real Estate.
Wise Agent’s Clients
The Wise Agent Key Features:
- Calendar Management
- Contact Management
Contact Management in Wise Agent CRM
- Document Management
- Transaction Manager for Dates, Details, Parties Involved, Notes, Documents
- Email Marketing
- Lead Management, Segmentation & Automation
Lead Management in Wise Agent CRM
- 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
The Wise Agent is a robust full-scale real estate CRM software with a set of uninterrupted contact, transaction, and document management, marketing automation, and calendar management tools.
With the help of this platform, real estate agents 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.
Its referral tree feature display how many previous clients have referred leads to you and how many of those leads have passed your contacts further.
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.
It also allows CRM users to easily access client’s contact info, calls, and interactions history. What’s more, users can synchronize all the contacts, calls, and task lists with their mobile web app.
Here is video demo of the The Wise Agent CRM:
The Wise Agent Pros:
- Good customer service
- Real estate CRM is easy to use and navigate
- Lots of how-to videos
- The ability to keep in touch with clients and leads through a drip campaign
Source: https://www.capterra.com/p/20680/The-Wise-Agent/reviews/
The Wise Agent Cons:
- Changes are made to the platform without regard to what agents think
- The closing tracking feature is a bit cumbersome
- Designing and configuration of templates is not user friendly
Source: https://www.capterra.com/p/20680/The-Wise-Agent/reviews/
3. Pipedrive
Pipedrive Home Page
Year of Foundation: 2010
Yearly Revenue: $126 Million
Headquarters: New York City, NY
Average Rating: 4.4/5 (According to Capterra and G2)
Deployment: Web-Based, Cloud, SaaS Platform, iOS/Android -friendly
Training: Webinars, Documentation
Support: 24/7 Live Rep and Online
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)
| | ||||
|---|---|---|---|---|
| (Essential, Advanced, Professional Plans) | $15 user/ mo (billed monthly) | $29 (billed monthly) | $59 (billed monthly) | (billed only annually) |
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.
Pipedrive CRM Pricing
Key Clients: Amazon, TNW, Festo, RE-Max, Skyscanner, Vimeo
Pipedrive’s Clients
Pipedrive Key Features:
- Leads and deals management
- Key metrics tracking and reports
- Emails, calls, and contact history tracking
- Privacy and security management
- Contact database & Import/Export
Contact management in Pipedrive CRM
- Interaction Tracking
- Prospecting Tool
- Shared Contacts
- Sales Pipeline Management
- Lead Capture, Segmentation, Scoring & Nurturing
- Multi-Channel Communication Management
- Live Chat
- Reporting, Dashboard & Analytics
Live Dashboards in Pipedrive Real Estate CRM
- Churn Management
- Feedback Collection & Negative Feedback Management
- Multi-channel Data Collection & Management
- Survey/Poll Management
- Calendar/Reminder System
- Email Marketing
- Marketing Automation Integration
- Quotes/Proposals
- Territory Management
- Internal Chat Integration
- Task Management
- Call Recording and Call List Management
- Campaign & Performance 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 CRM experience for users. Its features include enhanced Leads and Deals management, composing information about properties and potential buyers, and centralizing relevant client information.
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.
Watch a short Pipeline video review:
Pipedrive Pros:
- Versatile integration with third-party tools
- The simplistic UI and customizability of the CRM system
- Easiness in entering leads and moving them through various stages
Source: https://www.capterra.com/p/173508/Pipedrive/reviews/
Pipedrive Cons:
- The very simple features in the CRM are blocked off from the lowest price plan
- Limited automation features
- Inability to send one email to multiple contacts
- Freezing when processing large volumes of data
- Absence of built-in marketing and contract management tools
- Limited API and setting up with other tools.
Source: https://www.capterra.com/p/173508/Pipedrive/reviews/
4. CINC
CINC Home Page
Year of Foundation: 2011
Yearly Revenue: $42 Million
Headquarters: Marietta, GA
Average Rating: 4.2/ 5 (According to Capterra and G2)
Deployment: Web-based, Cloud, SaaS, iOS/Android
Training: In-Person, Live Online, Webinars, Documentation
Support: Business Hours, Online
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:
- Contact & Account Management
- Listing Management
- Lead Generation, Scoring, Management & Segmentation
- Dashboards
Property Dashboard in CINC Real Estate CRM
- Opportunity & Pipeline Management
- Email Marketing
- CMA Management
- Task/Activity Management
- Transaction Management
- Forecasting & Reporting
- Contact Management & Interaction Tracking
Interaction Tracking in CINC CRM
- Email & Text Marketing Automation & Campaign Management
- Third-Party Integration
- Property Alerts
- Client/Property Matching
- Email Marketing
- 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, with augmented lead profiling and search for splitting clients and monitoring activity. Targeted texting and emailing automated property alerts, and run personalized drip campaigns.
Here is a Commissions Inc (CINC) introductory video:
CINC Pros:
- Easy to use, robust real estate CRM
- Lots of possibilities to filter, followup, and profile
- Good training
- Good customer service
Source: https://www.capterra.com/p/152829/CINC/reviews/
CINC Cons:
- Hard to customize CRM software
- The system generates not good leads
- The software freezes up frequently
Source: https://www.capterra.com/p/152829/CINC/reviews/
5. Follow Up Boss
Follow Up Boss Home Page
Year of Foundation: 2011
Yearly Revenue: $3.8 Million
Headquarters: San Francisco, CA
Average Rating: 4.4/5 (According to Capterra and G2)
Deployment: Web-based, Cloud SaaS, iOS/ Android
Training: Live Online, Webinars, Documentation
Support: Business Hours, Online
Languages Supported: English
Free Trial: (Yes) 14 Days
Follow Up Boss CRM Pricing
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
| | |||
|---|---|---|---|
| | $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’s 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
Email Marketing in Follow Up Boss CRM
- Calendar & Appointments Management
- Company Number for Texting/Receiving Calls
- Instant Text
- Daily Hotsheet
- Batch Emailing, Email Open & Click Tracking
- Deal Tracking & Lead Source, Agent Activity Reporting
- Phone & Email Support
- Action Plan Sharing Library
- Database Migration
- Automated Task Assignment (Action Plans)
- Mentions Tracking
- Automatic Call Logging
- Individual Agent Number for Calls and Texts
- 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 real estate which top features include inbound and outbound call management, auto-send for emails, and automated text messaging.
Being a collaboration-oriented CRM solution, Follow Up Boss allows managing all of your channels in one place due to a seamless user experience. This real estate CRM provider claims the capability to integrate with some of the 200+ lead providers like Zillow, Ylopo, and Realtor.com and two-way sync with Gmail and Office 365, and Google Calendar sync.
The most significant features of this real estate CRM software are the automation of drip engagement, lead nurturing, two-way text messaging, and email logging tools, batch emailing, call recording, email open and click tracking, appointment management, lead source reporting, and many others.
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.
However, users find it difficult to create custom automation, and that some of the third-party integrations can be clunky.
Here is a Follow Up Boss demo video:
Follow Up Boss Pros:
- Good for keeping in contact with potential clients, keeping track of where they are in the sales pipeline, and keeping you in sync with scheduled meetings or calls
- Constant updates and feature improvements
- Good for tracking down new leads
Source: https://www.capterra.com/p/130020/Follow-Up-Boss/reviews/
Follow Up Boss Cons:
- There is a steep learning curve and some of the features are not logical
- The mobile app is not very user friendly
- There are not as many features as in other client management software
Source: https://www.g2.com/products/follow-up-boss/reviews
6. RealtyJuggler
RealtyJuggler Home Page
Year of Foundation: 2003
Yearly Revenue: $8.9 Million
Headquarters: Windsor, CO
Average Rating: 4.3/ 5 (According to Capterra and G2)
Deployment: Web-Based, Cloud, SaaS
Training: Live Online, Webinars, Documentation
Support: Business Hours
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’s Clients
RealtyJuggler Key Features:
- Contact & Account Management
Contact Management in RealtyJuggler CRM
- Listing Management
- Lead Management
- Opportunity & Pipeline Management
- Email Marketing
- Dashboards
- Task/Activity Management
- 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 offers Deals tracking, arranging drip campaigns, generating flyers, calculating and tracking real estate commissions, and much more.
This CRM tool can be synchronized with Microsoft Outlook, Google Gmail services, and email automation tools like MailChimp. It also helps you build daily call lists, and schedule follow-up calls, import contacts, and appointments as well as leads from MLS sites like Zillow, tax records, and lead services.
RealtyJuggler is a relatively inexpensive solution for real estate agents and can be a better choice for smaller teams and there are also video tutorials available (like the one below) for every product feature.
This getting started video can demonstrate most of RealtyJuggler’s key features:
RealtyJuggler Pros:
- The lengthy free trial
- Good customer support
- This CRM for real estate agents is easy to use
- Synchronization with Gmail contacts
Source: https://www.capterra.com/p/152177/RealtyJuggler/reviews/
RealtyJuggler Cons:
- This real estate CRM software doesn’t integrate easily or even at all with other software
- It doesn’t have enough features for drip campaigns
Source: https://www.capterra.com/p/152177/RealtyJuggler/reviews/
7. LionDesk
LionDesk Home Page
Year of Foundation: 2014
Yearly Revenue: $6.4 Million
Headquarters: San Diego, CA
Average Rating: 4/5 (According to G2 and GetApp)
Deployment: Web-Based, Cloud, SaaS, iOS/Android
Training: Live Online, Webinars, Documentation
Support: Business Hours, Online
Languages Supported: n/a
Free Trial: Yes (30 Days)
LionDesk CRM Pricing
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
| | |||
|---|---|---|---|
| | $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’s Clients
LionDesk Key Features:
- Transaction Management
- Campaign Management
Email Marketing in LionDesk CRM
- Scheduled Emails & Texts
- Video Email & Video Texting Management
- Contact Management
- Prospecting Tools
- Lead Management, Distribution & Segmentation
- 3rd Party Lead Imports
- Enhanced Drip Campaigns
- Auto Responders
- Email Marketing, Direct Mail, Tracking Email Results
LionDesk Power Dialer
- Power Dialer
- Task Management
- Interaction & Lead Source Tracking
- Pipeline Management
- Pre-Built & Text Campaigns
- 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, and database segmentation.
This full-fledged CRM for real estate agents geared towards organizing contacts, sending out follow-up reminders, automating communication, and activity notifications allow running multi-channel marketing campaigns.
LionDesk can help automate drip email marketing with custom templates and timing triggers, however, it can be a bit difficult to personalize email campaigns and customize follow-ups. It includes support for file attachments up to 10MB.
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.
You can watch a short overview of LionDesk’s notable features:
LionDesk’s Pros:
- This real estate broker CRM is easy to use and user-friendly
- Good features – price balance
- Ability to set up precise drip campaigns
Source: https://www.capterra.com/p/151891/LionDesk/
LionDesk’s Cons:
- Quality of emails we can send out
- Import of only 255 characters, so the notes from previous CRM won’t let contact upload
- A bit of a learning curve
Source: https://www.capterra.com/p/151891/LionDesk/reviews/
8. Insightly
Insightly Home Page
Year of Foundation: 2012
Yearly Revenue: $26 Million
Headquarters: San Francisco, CA
Average Rating: 4.1/5 (According to G2)
Deployment: Web-Based, Cloud, SaaS, iOS/ Android
Languages Supported: English, French, Italian, Dutch, Portuguese, Spanish
Free Trial: Yes (30 Days)
Insightly CRM Pricing
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
Reports and Dashboards in Insightly CRM
- Standard Support Plan
- Customized Support & Services Plan
- Professional Services
- Developer API Support
Enterprise Plan offers:
- Contact and Organization Management
Contacts List in Insightly Real Estate CRM
- 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
| | |||
|---|---|---|---|
| | $29 user/ mo (billed annually) |
Key Clients: PCG Digital, Savanta, Nimble, AnnexusHealth, Atlanta Eats, BookFuel, Performance Property Advisory
Insightly’s Clients
Key Features:
- Contact & Account Management
- Task/Activity Management
- Partner Relationship Management (PRM)
- Desktop Integration
- Opportunity & Pipeline Management
- Customer Contact Management
- Email Marketing
- Lead Management
- Case 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, and others.
Its core features cover lead tracking, workflow automation, and mass email tools, integrated project management (PM), social profile enrichment, and mobile application.
This CRM for real estate agents can be integrated with third-party tools like MailChimp, Gmail G-Suite & Google Apps Google Drive Google Docs, Sheets, Slides, Quickbooks Online, Xero, Slack, Dropbox, Box, Evernote, Zapier, Facebook Lead Ads, and more.
Its social features include access contacts’ social profiles on social networking sites such as Facebook, Google+, FourSquare, Twitter, LinkedIn, Picasa, and many others right from CRM.
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.
Due to built-in PM features integrations, users can specify roles, create automatic reminders, milestones, project pipelines, view reports, and attach files directly to a residential or commercial property project.
Insightly can help increase sales efficiency and transparency with Products, Price Books, and Quotes (PPQ) capabilities. With Insightly’s PPQ, users from field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks.
You can watch a complete video review of Insightly below from TechnologyAdvice:
Insightly’s Pros:
- Very intuitive and easy to use
- Good native integrations
- Good tools to manage customers’ data in a safe and fast way
- Many video tutorials
Source: https://www.g2.com/products/insightly-crm/reviews
Insightly’s Cons:
- Not highly adaptable as other CRMs
- Not a good fit for big companies
- Support is scarce and requires an extra cost and doesn’t help much to adapt quickly to the platform
- It can be somewhat difficult to navigate
- While it can be used as a real estate CRM, it doesn’t have real estate objects and fields out of the box, so you’ll need to decide what you want to track and create it
Source: https://www.g2.com/products/insightly-crm/reviews
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!
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