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Modern real estate CRM are becoming part and parcel of real estate companies looking to create and maintain smart customer relationships. Well, the agencies utilize CRM real estate software to track and maintain customer's information in a way that translates to better service delivery. So, with a lot of these software in the market today, which one should you go for? This article has done the research for you and compiled six of the best real estate CRM software and tools in the market today.

5 Best Real Estate CRM Software

1. Salesforce.com

Salesforce offers CRM solutions for small and mid-market real estate organizations. Its capabilities include market automation, sales management, customer service and partner relationship management. The tool helps the real estate agents to track sales lead, 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 for database, security, and workflow.

best crm real estate


  • 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 a limited storage space.

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 this modern business ecosystem. This real estate CRM helps the real estate agencies attract leads, streamline sales, and close deals. Its interface is instinctive and simple to use. More so, it integrates well with contacts databases and calendars. It also makes the automation of emails and contacts very easy.

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  • It offers a good storage for customer data
  • It makes automation easier


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

3. Pipedrive

Pipedrive is a standalone CRM with emphasis on ease-of-use, simplicity, and visual design. It focuses on helping the users to focus on 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. To make a considerable decision, you can start a free trial before you buy.

real estate crm reviews


  • It is easy to customize to particular needs, user-friendly and it is quite affordable
  • It offers an easy way to track activities and follow up the task that needs to be finished.


  • It does not support Outlook integration

4. Prophet CRM

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

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  • It integrates very well with outlook with the ability to keep 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 the remote teams to one database


  • It does not offer to spell-check for the notes section

5. Freshdesk

Freshdesk brings all the 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.

crm in real estate


  • It offers a full functionality knowledge at the entry level of the 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

crm programs for real estate
crm programs for real estate

What is Real Estate CRM

Perhaps you are wondering what CRM is all about. Well, CRM stands for Customer Relationship Management. In real estate, CRM refers to the technologies, practices, and strategies that a real estate agency uses to analyze and manage customer interactions. The aim of a CRM is to improve the business relations with clients in real estate, boost customer retention and drive sales.

A CRM real estate compiles customer information or the contacts between the agent and the customer. Some of the things stored in this case include telephone, direct mail, live chat, marketing materials, and social media sites data. The CRM gives detailed information about the client's purchase history, tracks interactions, and manages client's data.

Home > Business Tips > Top 5 Real Estate CRM Software
Wondershare Editor

Posted by to Business Tips
Published: Dec 29,2017 15:24 pm / Updated: Jan 15,2018 19:29 pm

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