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Why Salesforce for Real Estate Agents: Best 7 CRMs for Brokers
August 1, 2024
7 min
According to the Grand View Research study, the international real estate software market size is expected to reach USD 90 billion by 2028 adding another 25+ % to the real estate CRM revenue share.
In addition, more than 87% of top-earning real estate agents use real estate CRM to keep track of their transactions, listings, and clients. And for 4,000 +real estate firms, Salesforce is the best platform. Check out why brokerages choose Salesforce for real estate and what top CRM solutions are powered by this platform
What is Salesforce for Real Estate?
Salesforce is the CRM industry leader with 20% of the market. Salesforce for real estate helps provide clients with a more personalized experience via advanced in-built sales and marketing automation tools, AI-powered analytics, customizable reports, and dashboards.
Moreover, over 2,000 Salesforce consulting partners are ready to customize the system to every tiny agent’s request. Besides that, if you want to buy a ready-made Salesforce CRM for real estate brokers, AppExchange (Salesforce’s app marketplace) already has 40+ solutions.
Salesforce for Real Estate Brokers
Salesforce’s become the most popular CRM for real estate thanks to its broad ecosystem, built-in features, and the platform’s customizability. With Salesforce for real estate, you can have all the necessary customer data at your fingertips and know precisely who your customers are.
With Salesforce, agents can stay organized and access their customer database from any location or device meaning that customers get a timely response when they need it. However, Salesforce for real estate brokers can be configured to send automatic reminders, direct messages, or automatically respond to certain queries in a personalized way.
Salesforce for realtors helps them nurture their relationships with existing and former clients. According to Active Rain statistics, repeat and referral business accounts for 88% of all transactions in the real estate industry. Salesforce can send automated correspondence to past customers to maintain contact with those clients.
Top Salesforce Features for Realtors
The most appreciated standard Salesforce features among real estate agents are:
- Real-time reports and dashboards
- Secure document management and data sharing
- Automated deal tracking and in-depth performance analytics
- In-time reminders and notifications of important events, emails, and calls
- Synchronized calendar, task management system, and email services with the CRM
- Enhanced communication and monitoring of all client communications, activities, and statuses
- Integrated digital advertising with the client-management system
- Ability to integrate a website with a customer portal
- Synchronize activity administration and email marketing
With little system modifications, you can leverage Salesforce in real estate:
- Features for managing property inquires
- Straightforward data import/export
- Automated property notifications
- Automation of sending payment notifications to clients
- Profiling and categorization of properties by size
- Simplified generation of contracts and reports
- Automated follow-ups to convert referrals into conversions
- Also, you can always integrate Salesforce with tools for email marketing, digital advertising, customer service management, and others.
Best Salesforce Built CRM for Real Estate Agents and Investors
If you want to buy a pre-configured CRM for real estate on top of Salesforce, review our ranking of solutions available on AppExchange.
*Please note that pricing information is accurate at the time of this writing. Please contact the vendor directly to check the current pricing and terms.
Best Salesforce Built CRM for Real Estate Agents
| AscendixRE | ||
| RealE 360 | ||
| Propertybase | ||
| Buildout CRM | ||
| BReal Estate | ||
| Agent Hub Property CRM | ||
| Jungo CRM |
- AscendixRE CRM
- Buildout CRM
- Propertybase
- RealE 360 CRM
- BReal Estate
- Agent Hub Property CRM
- Jungo CRM
1. AscendixRE CRM
Starting Price: $79 user/month
Supported Languages: English
AscendixRE CRM facilitates the automation of broker’s processes. It also helps brokerages embrace customer-centricity and leverage the Salesforce platform’s benefits. AscendixRE CRM provides lead management, email marketing, automatic follow-up, listing and document management, and company reporting tools.
This CRM for real estate has straightforward navigation. You can quickly go from reporting spreadsheets to stacking plans and importing relevant data with just a few clicks.
Among AscendixRE top features are the following:
- Prospecting tools
- Mass records update & editing
- Integration with Mailchimp
- Calendar & contact sync
- Data deduplication & management
- Custom fields
- Bulk emailing & campaign management
- Customizable property listing portal
- Map Search
- Secure virtual collaboration & deal rooms
- Property Alerts & listing management.
On top of that, Ascendix has deep experience in both Salesforce CRM consulting and the real estate industry. For 25+ years, we’ve worked with commercial and residential REITs and real estate firms to streamline their sales lifecycle.
Our team can enhance your current Salesforce instance with available tools or build a unique real estate application on top of this platform.
We can help you modify your Salesforce CRM to support real estate selling cycles and coordinate the participants of these complex projects.
Payoffs you get by choosing AscendixRE CRM for your real estate agency:
- Access to Skilled Professional Resources: Enjoy the advantage of a highly accessible team of experienced professionals.
- Advanced Stacking Plan Module: Leverage an advanced stacking plan module for better property management.
- Customizable CRM: Experience flexible CRM customization and configuration to fit your unique needs.
- Centralized Data Management: Benefit from centralized data management and automated interactions with stakeholders, clients, partners, tenants, and investors.
- Competitive Pricing Plans: Choose from a range of appealing pricing plans designed to fit your budget.
- Industry-Specific Functionality: Utilize industry-tailored CRM features designed specifically for commercial real estate.
- Concierge Service: Enjoy personalized assistance with a dedicated concierge service.
Watch the Salesforce for a real estate demo of AscendixRE:
2. Buildout CRM
Starting Price: 120 user/month + additional one-time setup fee of $250
Supported Languages: 9
Buildout CRM is a cutting-edge real estate software that merges the best features of Rethink CRM and Apto into one powerful platform. With essential tools like deal pipeline management, stacking plans, property search capabilities, and integrated Google Maps, Buildout CRM empowers brokers to buy, sell, lease, and manage properties seamlessly.
Additionally, Buildout CRM streamlines your marketing efforts by allowing you to create marketing brochures, listing agreements, activity reports, and comp docs all within the system.
3. Propertybase
Starting Price: $79 user/month
Supported Languages: English
Another top-notch real estate CRM built on Salesforce is Propertybase. Utilizing lead scoring and targeted email campaigns, brokers can effortlessly connect with their most engaged leads.
Propertybase aggregates contacts from various real estate lead sources, like Trulia and Zillow, allowing brokers to manage them all in one place. It also seamlessly syncs with Google and Microsoft Office365 products and offers instant property notifications to keep you in the loop.
Some of Propertybase’s standout features include alerts and notifications, client and property matching, commission management, document management, referral tracking, and robust tools for listing and property management.
4. RealE 360 CRM
Starting Price: $24.99 user/month
Supported Languages: English
RealE 360 is a real estate CRM for firms of any size looking to automate tasks like real estate prospecting, nurturing, and marketing. It is designed to automate purchasing, renting, and selling property.
With real 360 CRM, real estate professionals can assign leads to the appropriate person and use AI tools to prioritize the best leads. Also, realtors can easily schedule payments for properties, generate and track leads, and manage marketing promotions.
This CRM’s features include document generation, e-signature, and customizable reports and dashboards. In addition, brokers can integrate RealE 360 CRM with an external portal, CTI dialers, SMS messengers, and ERP solutions.
5. BReal Estate
Starting Price: $468 user/year
Supported Languages: English, Spanish
BReal is a specialized version of Salesforce tailored for real estate investors, agents, and tenant companies. This powerful solution streamlines the automation of property capturing and searches, listing registrations, payments, and legal document management.
With BReal Estate, agents can effortlessly automate property tour scheduling, contract registration, and commission tracking, making the entire process smoother and more efficient.
6. Agent Hub Property CRM
Starting Price: $119 user/month
Supported Languages: 6
Agent Hub is a cutting-edge, cloud-based real estate management software that comes with built-in MLS capabilities. It’s designed to simplify the management of properties, sales pipelines, communications, and task lists.
Agent Hub excels in streamlining residential leasing, unit and block management, agreements, and financial deal management.
With Agent Hub, brokers can manage marketing campaigns and seamlessly integrate calls, emails, WhatsApp, and SMS messages—all within one system.
7. Jungo CRM
Starting Price: $799 user/year
Supported Languages: English
Jungo CRM is crafted to streamline real estate marketing and transaction management. It helps brokers effortlessly keep track of addresses and leases, simplifies the setup of email and drip campaigns, and captures leads from top sources like Zillow®, Trulia®, Realtor.com®, LendingTree®, LeadMailbox, and Informa Research Services.
With Jungo CRM, realtors can transform real estate-specific data into graphical dashboards, making it easy to visualize all key information effectively. Plus, it facilitates smooth deal tracking and transaction approval, ensuring a hassle-free experience.
The Bottom Line
Despite its complexity, Salesforce is the most comprehensive platform with many advantages for brokers.
The platform’s scalability and flexibility allow for customized usage depending on particular needs. And even if you don’t want to spend time customizing Salesforce’, you can still benefit from pre-configured Salesforce solutions for realities. And our Salesforce consulting services will be most suitable for you once you want to integrate Salesforce CRM into your real estate agency and streamline the implementation process.
Ascendix can tackle and successfully navigate through any Salesforce-related difficulties. Our extensive Salesforce services, 16- years of CRE Tech experience, and the sheer volume of satisfied customers speak for themselves. Contact us to discuss your project’s difficulties!
Salesforce for Real Estate FAQ
Is Salesforce a good CRM for real estate?
Salesforce perfectly suits the needs of real estate agents. They can take advantage of the available CRM modules, like Sales and Service Clouds, and customize the Salesforce platform to individual brokers’ needs. In addition, brokers can choose from 40+ pre-built real state CRM solutions available on the AppExchange app marketplace.
How much is Salesforce for real estate?
There are four available Salesforce real estate pricing plans: Essentials – $25/user/month (paid annually); Professional – $75/user/month (paid annually); Enterprise – $150/user/month (paid annually); Unlimited – $300/user/month (paid annually).
How to use Salesforce for real estate?
Use it to manage leads, track property listings, and automate marketing campaigns. The platform allows for customizing workflows to fit the real estate business model, such as setting up automated follow-ups with potential buyers or sellers and integrating MLS data.
Utilize Salesforce’s robust CRM features to keep detailed records of client interactions, preferences, and transaction histories. Additionally, leverage the analytics and reporting tools to gain insights into market trends and business performance. Integration with third-party applications can further extend Salesforce’s capabilities, enabling seamless management of everything from document signing to virtual tours.
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Anzhelika Serhiienko , Content Creator & Marketer at Ascendix
Anzhelika is a seasoned B2B content marketing strategist with extensive experience in elevating corporate profiles through compelling content. At Ascendix, she offers a wealth of knowledge in Salesforce consulting, providing valuable tips, tricks, and comprehensive guides. Additionally, Anzhelika stays at the forefront of the industry, delivering expert analysis on the latest Salesforce tools and emerging technology trends.
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