Top 5 Real Estate Contact Management Software

Elise Williams

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

Forming and upholding customer relations is a significant aspect of businesses. In order to survive in any commercial industry, it is necessary to build strong and positive relations with clients because your services and networking can affect the business’ reputation in the long run. Customer Relationship Management (CRM) Software basically serves the purpose of reorganizing customer relation areas such as appointments, marketing campaign management, customer service support, and various other tasks.

Top 5 CRM Software

Buildium
Buildium is a property management software which facilitates commercial and residential proprietors to go completely online with their real estate business by controlling elements such as leasing, maintenance and repair series, tenant screening and tracking, bills and rent records, bank fund records and full property reports as well.
Pros

Exceptional and polite customer service that responds within 24 hours
Easy help obtained through a support ticket
Features are simple to use
Efficient bank account figures obtained in no time
Offers almost all reports that proprietors across the globe would need

Cons

Report are prepared by owner’s first name instead of the surname
Security deposit breakdown is also prepared under Owner Name instead of the Tenant’s Name

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real estate agent contact management software

AllClients
AllClients is a CRM that fits well for very small businesses. This software is intended for non-technical users with respect to the features, permissions, landing pages and other automations techniques; all of it based on simple and ordinary CRM functionality which can easily be used by ‘All Clients’, hence the name.
Pros

Simple yet attractive layout
Easy to use for beginner level as well as professionals
Lets you record your personal and business contacts
Excellent range of features at a considerable price
Great functionality, segmentation and integrations

Cons

It does not support a web platform, neither an Android app nor an iPhone app platform
It does not feature content management, drag and drop interface, real time data, data export and import, social media marketing, or customizable branding.

Infusionsoft
Infusionsoft is a CRM, branding, eCommerce and payment solution that integrates marketing tools to facilitate it users so that they can connect with leads through email, social media and offline channels. Infusionsoft’s CRM enhances the output that the sales team can offer by merging all contacts under one place.
Pros

Software features are powerfully customizable
Offers endless possibilities of achieving business goals
This CRM performs countless automated errands that under normal circumstances would take hours for manual labour to complete
ICON is the conference feature that Infusionsoft provides for business owners which so that they can see how small business owners help each other on a shared platform

Cons

The software is often bug-prone
Some features are not well-advanced as many businesses would require
Poor support centre
Outdated platform
The appearance and usable features are outdated
Constant replacement of helpful tools with simpler ones
No HTML snippet

real estate contact management software reviews

SalesForce
SalesForce is a competent software that helps many small businesses to organize their customers under one hub while they can also track their own performance in doing so. Even though the software is not very easy to understand at once, but once you get used to it, you can manipulate and alter its features completely to your preferences.
Pros

Excellent end-to-end sales support
From leads to closing sales, the process management is great
Spending a considerable time to set up your software and the business the right way since the beginning, will prove to be beneficial in the future.

Cons

Costly
Lack of customer support after signing up
No email, phone call or formal written exchange of communication with regard to customer support
Paying for additional users even if they aren’t set on your business software

Pipedrive
Pipedrive’s CRM is perceptive, regimented, easy to alter to your and perfectly tailor-made for every small business that uses it. Pipedrive offers a sense of management under Sales People rather than making it look like its run by technicians because it efficiently eases all the problems that the sales department of any company would normally face with any other software.
Pros

Economically priced
Beneficial for reforming sales
Pipedrive’s free trial allows you the benefit to test out any of Pipedrive’s plans for a month so that you can decide on purchasing
You can set customized pipelines for each user to view and transfer agreements between pipelines.
Provides a feature of direct emails within CRM’s platform so you can easily follow-up and track future proposals too.
You can also import contacts and merge them with already-existing contacts on your database.
Pipedrive allows you to prepare customized reports

Cons

Newly added deals may not appear until software is refreshed
Editing a deal may cause it to drop down to the bottom of the page which makes it difficult for you to track it later
Pipedrive's lacks the ability to filter data which can be frustrating
Exporting data to Excel and then working on it becomes a hassle