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5 Cheapest and Best Real Estate CRM Software - Updated

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2024-04-18 14:00:40 • Filed to: Software for Business • Proven solutions

Modern real estate CRM has become the backbone of real estate companies looking to create and maintain smart customer relationships. Agencies utilize real estate software CRM to track and maintain customer's information in a way that translates to better service delivery. So, with a lot of this software in the market today, which one should you go for? This article has done the research for you and compiled five of the best real estate CRM software tools in today's market.

5 Best Real Estate CRM Software

1. Salesforce

Salesforce offers CRM solutions for small and mid-sized real estate organizations. Its capabilities include market automation, sales management, customer service, and partner relationship management. This tool helps real estate agents to track sales leads, manage customer accounts, and conduct and monitor marketing campaigns. The real estate CRM software is only available for Software-as-a-Service (SaaS). The software provides technology that covers database, security, and workflow.


  • It offers a lot of training with tutorials to help you use the program.
  • You can program it to capture what you need in the realm of customer information management


  • It offers a limited number of mass emails
  • It has limited storage space.
Download Salesforce>>

2. Infusionsoft

Infusionsoft offers some of the best solutions for marketing automation. It provides lead generation tools and social media tools to get you covered in the modern business ecosystem. This real estate CRM helps the real estate agencies attract leads, streamline sales, and close deals. Its interface is intuitive and simple to use. More so, it integrates well with contact databases and calendars. It also makes the automation of emails and contacts very easy.


  • It offers a lot of storage for customer data
  • It makes automation easier


  • It is not fully customizable or rather; you will need technical assistance to customize the software
  • It takes time to setup, and it can be complex for beginners
Download Infusionsoft>>

3. Pipedrive

Pipedrive is a standalone CRM with a focus on ease-of-use, simplicity, and visual design. It helps users pinpoint the right customers and the right deals. It also gives the agents a clear overview of the company's performance. The tool is accessible anywhere, and it can be used by both small and mid-sized businesses. It has a data migration feature that makes it easy to switch to a different system, and to help make the right purchasing decision, you can start a free trial before you buy.


  • It is easy to customize to your particular needs
  • It's  user-friendly and affordable
  • It offers an easy way to track activities and follow up on tasks that need to be completed.


  • It does not support Outlook integration
Download Pipedrive>>

4. Prophet CRM

Prophet CRM unifies outlook's contacts, email, and calendar data into stages, opportunities and records, making it possible for teams to analyze the customers' information with this single tool. This CRM software helps to track meeting schedules, emails, and comments.


  • It integrates very well with outlook and continually keeps the database updated.
  • Users can also manage data through the mobile app, and the changes are updated in the organization's system.
  • It can easily connect remote teams to one database


  • It does not offer spell-check for the notes section
Download Prophet CRM>>

5. Freshdesk

Freshdesk brings all customer conversations to a centralized user-friendly interface. It helps manage workflows, multiple groups, and escalation procedures. It also supports multi-language and multi-time capabilities. This software supports Windows, Mac, web browser, and Linux operating systems.


  • It offers full functionality through a simple user interface
  • It offers multiple communication options
  • The interface is very clean and it is very easy to add new information


  • The Knowledge base's design is tricky to customize
  • It does not support bulk uploads
Download Freshdesk>>

Part 2: The Complete PDF Solution for Your Real Estate CRM

In the past several years, free real estate CRM tools have evolved to the point that they are offering a wider range of features. However, they still don't include all the features you'll need to effectively run your real estate business. You need more than just a single software tool to do this, since even the best CRM for real estate software tool is limited in what it can and cannot do.

With that in mind, if you want to run a successful real estate business, you'll also need a designated PDF software. What is CRM in real estate? A CRM in real estate helps you store all the leads and contracts you obtain from your real estate marketing efforts. Don't think of PDF software as your alternative to a real estate CRM tool. Think of it as a complementary tool that will make work more flexible and collaborative, a solution that will fill the gaps in your process.

A powerful software tool like PDFelement, with all of its robust features, can help you solve most issues that real estate CRM software cannot. For example, PDFelement gives you the ability to extract data from your document, redact sensitive information in your documents, convert Microsoft Office files and other file formats into PDF and vice versa. It also lets you edit your PDF documents, create fillable forms in your PDF file, make your PDF look more professional with a wide range of annotation tools, and much more.

5 Solutions That PDFelement Can Offer to Fill in the Gaps of Real Estate CRM

1. Real Estate Data extraction

You can find a variety of different techniques online for real estate data extraction. Some of them are simple, but some require a complex step-by-step process. With PDFelement, data extraction is as simple as clicking a button. You can use data extraction to extract data from images, or pages of text. Perhaps you need to extract an image from a scanned document, and use it in another document? You can do it all with PDFelement!

real estate crm features

2. Create professional looking real estate PDF documents

No matter your technical knowledge, you'll be able to easily create a PDF document with PDFelement. Professional looking PDF documents make your business look good, and you can create them using a range of editing and annotation tools. PDFelement offers tools like highlights, text boxes, stamps, comments, sticky notes, and even personalized drawing tools. This will make it easy for you to create a document that will stand out.

3. Create fillable forms

Working in the real estate business means handling many forms on a daily basis. Any contract, be it a lease or anything else, requires forms that need to be filled and signed. If you receive a document with these forms, but you cannot fill them instantly, you have to print the document, sign it manually, scan it, and then resend it. PDFelement cuts all of those time-wasting steps by automatically recognizing static form fields in your document and transforming them into fillable forms. One click and you have forms that carry all the necessary information including name, date, company, and much more.

real estate crm features

4. Easily edit real estate PDF contracts

Here are just a few of the PDF editing tools you can use in PDFelement: edit text with intuitive paragraph and single line features, change font type, font size, and font style, edit, rotate, replace, extract, or crop images, and insert, replace, split or adjust pages.

5. Redact sensitive information in real estate contracts

You may also find it necessary to black out sensitive information within your real estate contracts. Redacting sensitive information is important, because not everyone should have full authorization to see certain data in documents with personal information in them. In many cases, a memo, or an email message may contain personal or identifying information that should not be read by all parties. The redaction tool offered by PDFelement will help you successfully protect this sensitive content.

PDFelement offers the easiest way to supplement your real estate CRM software by helping you edit and protect your PDF files quickly and easily!

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Elise Williams

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