As an experienced CRM consultant and CRM writer, I have had the opportunity to test (almost) all real estate CRMs alongside a suite of professional realtors.
I’m on a mission to help real estate teams everywhere by explaining the benefits of CRM software.
I also strive to help individual and commercial real estate agents find the best real estate CRMs for their needs.
I have personally used each CRM system listed below, so you can trust the CRM solutions I have laid out are unbiased and worth reading!
Let’s look into the top CRM tools in the industry!
What is the Best CRM Software for Realtors?
The best real estate CRMs are constantly changing, so this list also changes.
In 2023, the top real estate CRM software includes the following companies:
- LionDesk
- Real Geeks
- Realvolve
- Wise Agent
- Follow Up Boss
- Propertybase
- Market Leader
- Elevate
Throughout this blog post, I will explain why real estate CRM built lead generation services.
Also, I will list the pros and cons of each real estate platform, pricing, and why it is a market leader CRM.
Let’s dive into some of the top tools in the real estate industry!
LionDesk is one of the best tools in the real estate industry because it is easy to use right out of the box.
This solution is best for small real estate agencies and individual agents because it is one of the easiest learning tools (not much of a learning curve).
Why We Picked It
LionDeak incorporates features that any team needs.
For instance, LionDesk includes the following integral features:
- Direct messaging features
- Click-to-call
- Customization options
- AI-powered follow-up tool to reach potential buyers
- Automated texts that can lead buyers down the sales funnel
Given the rich features and ease of use, LionDesk is perfect for agents looking to build customer relationships and stay organized.
Pricing
LionDesk offers two plans; Basic CRM and CRM Premier.
The plans go for the following rates:
- Basic: $399 (or $33 per month, billed annually)
- Premier: $999 (or $83 per month, billed annually)
If you choose to pay for your plan monthly, the Basic plan costs $39 a month, and the Premier plan costs $139 a month.
Pros
- AI-powered lead generation tools
- Incredibly easy to learn how to use
- Several integration options
- 14-day free trial
- Customizable features
Cons
- Pipeline management is not as strong as other tools
- There isn't a solid transaction management flow
Real Geeks is a comprehensive tool best suited for real estate professionals who need CRM within a marketing system.
With Real Geeks, you get a complete prospect-to-closing ecosystem and all-in-one solutions for any agency.
Also, Real Geeks’s CRM is optimized for pipeline management and capturing leads on a company’s website.
Why We Picked It
Real Geeks is an all-in-one CRM solution.
One feature that separates this company from the rest is the integration of Facebook marketing.
For example, you can use this tool to ensure your ARM is continuously ready for new leads from your Facebook advertisements.
Real Geeks has a ton of bells and whistles for real estate agents to gain and convert leads.
Pricing
Real Geeks’ pricing plans start at $249 monthly for one to two users.
Adding another user costs an additional $25 per month.
Also, Real Geeks offers a 14-day free trial.
Pros
- The program focuses on pipeline management.
- Leads from Facebook ads, an agency's website, and landing pages are fed directly into the CRM.
- Excellent analytics and performance data
Cons
- There isn't an option to purchase the CRM separately
- The system can be difficult to learn for some people
Realvolve is the perfect tool for individual agents.
With that, Realvolve offers many customization options and assistance for real estate professionals who need help determining how and when to communicate with prospective buyers.
Why We Picked It
Realvolve is a more complicated CRM system than others on this list because you can customize several details.
For instance, you can design and configure your workspace and communications systems to function exactly how you need them.
Also, there is a comprehensive library of tutorials for new real estate agents to learn how to select the right workflow and techniques to get more leads.
Pricing
Realvolve is a realtor CRM program that will cost you more than others in the industry.
However, given the advanced features you can take advantage of, many real estate agents think the price is worth it.
Let’s take a look at Realvolve’s pricing plans:
- Basic: $94 per month, billed annually
- Accelerate: $99 per month, billed annually
- Navigator: $869 per month, billed annually
- Concierge: $2,119 per month, billed annually
Also, this company charges a one-time sign-up fee but makes up for it by offering each plan free for two months.
Pros
- Workflows help manage leads and automate communications
- Offers some of the best customization options in the industry
- There is a library of templates for almost everything you could imagine
- Perfect CRM system for an individual real estate agent
Cons
- There is a steeper learning curve.
- There isn't a drag-and-drop option to build your workflows
- Not ideal for team collaboration features
Wise Agent is a low-cost CRM tool that is best for agents that demand assistance with customer support.
Also, Wise Agent is an excellent tool for a commercial or residential real estate team looking for more third-party integrations and customizable features.
Why We Picked It
Wise Agent is one of the best real estate CRMs because of its comprehensive list of features.
For example, Wise Agent provides tools like automated email marketing campaigns and SMS texting to better communicate with clients.
Wise Agents differentiates itself from other real estate CRMs with its customer service tools.
With these tools, real estate agents can customize and integrate the software with other tools from outside companies.
Therefore, you can integrate tools that help with marketing automation, client management, sales pipeline management, and more.
Also, Wise Agent is well known for its customer relationship management and offers 24/7 customer service.
Pricing
Wise Agent’s pricing plans are as follows:
- Monthly plan: $32 a monthly, billed monthly
- Annual plan: $326, billed annually
Also, this company offers customizable plans if you need more features than the pre-made choices provide.
Lastly, Wise Agent provides real estate professionals with a 14-day free trial to see if the tools fit their needs.
Pros
- You can use the SMS texting feature directly from the Wise Agent app
- A/B testing through email automation options
- You get a lot of valuable tools for the price
Cons
- The interface is weaker than other realtor CRM options
- You need to use integrations to get some CRM tools that other companies include
Follow Up Boss is one of the best real estate CRMs because of its customization and integration options.
However, if you aren’t particularly tech-savvy, this isn’t the tool for you, and it may take you longer to figure out how to use it efficiently.
Why We Picked It
Follow Up Boss has been a leading CRM system for years because it offers solid features that every agency demands.
On top of that, the service offers the freedom to integrate thousands of additional software to better streamline team management tools, seller leads, and more.
The best part of Follow Up Boss is that the messaging options are directly integrated into the software.
These messaging options include email, SMS texting, and calls.
Pricing
Follow Up Boss offers three plans, allowing real estate businesses to choose the one that best meets their demands.
Let’s take a closer look at Follow Up Boss’s pricing options:
- Grow: $69 a month
- Pro: $499 a month
- Platform: $1,000 a month
This company offers two months free for each plan if you decide to purchase the annual plan, allowing you to save a little money.
Pros
- Robust smart marketing automation tools
- Thousands of built-in integration options
- Seamless user experience
Cons
- The value you get for your money isn't as strong as what other companies provide
- The customer service team can be slow to respond at times
- Not ideal for individuals who aren't tech-savvy
Propertybase is much more than a realtor CRM option.
Instead, Propertybase is best for residential and commercial real estate teams looking for an all-in-one solution to manage their business.
As one of the best programs in the real estate industry, you can’t go wrong with choosing Propertybase!
Why We Picked It
Although Propertybase is a little more expensive than other systems, the program is perfect for large teams or brokerages.
For instance, Propertybase allows you to manage lead generation, marketing automation, property listings, and other helpful real estate features.
Additionally, you can manage your website development within Propertybase’s system.
Propertybase is a perfect solution if you want to streamline internal operations and communications, making it easier to work with future, present, and past clients.
Pricing
Unlike some of the other companies included on this list, Propertybase’s pricing is entirely customizable and varies by each business.
Therefore, if you want to take advantage of the excellent features Propertybase offers, you will have to contact an agent.
Pros
- Advanced lead scoring that is entirely customizable
- A lot more features than other CRM programs
- Includes a built-in MLS interface
Cons
- There isn't a free trial available
- It is more expensive than other options
- SMS texting and in-app dialing are add-on features and are not included
Market Leader is the perfect tool for real estate agencies needing to automate marketing and client management.
Although other options on this list provide some lead management tool, Market Leader’s marketing automation tools are next-level.
On top of that, integrating and updating your agency’s website using Market Leader’s technology is incredibly intuitive.
Why We Picked It
Market Leader is one of the top CRM software choices among real estate agents.
As previously mentioned, automating marketing and listing management are incredibly simple with this tool.
For instance, you can post your house listings directly on your agency’s website and ensure clients are notified if a home meets their pre-selected criteria.
Further, there are more direct messaging features than other platforms.
With Market Leader’s software, you can send emails and texts to clients, making contact management more manageable.
Pricing
One downside customers point out about Market Leader’s service is that the pricing could be clearer.
With that, you need to schedule a consultation with one of the company’s representatives to determine the price.
Further, Market Leader’s pricing is customizable and varies based on what real estate agents need.
The list of Market Leader’s products includes the following:
- Professional for Agents
- Business Suite for Brokerages
- Real Estate Leads
- Mobile App
Pros
- Easier to manage real estate leads because of the built-in platform
- Lead generation and conversion are automated
- Excellent automated marketing tools
Cons
- The pricing is unclear (you must reach out to a company agent for a price)
- There isn't a free trial to test the service
Elevate is the best tool for real estate agents who need CRM for social media marketing.
The Elevate team recognizes that CRM isn’t solely about sending automated emails and other messages.
Rather, this software includes tools to nurture leads throughout the sales process.
Why We Picked It
Elevate has the best tools to maintain a strong marketing presence that stands out from the rest.
This company ensures you stay on the top of your customers’ minds, assisting with pipeline management.
For instance, Elevate offers tools for the following services:
- Content creation
- Social media management
- Lead generation
Pricing
Package plans are unclear on Elevate’s website, so it is best to reach out to a customer service representative to learn more about how much each plan cost.
Still, there are six plans available through Elevate, including the following:
- Social Pro
- DMS
- DMS Plus
- Elite
- Elite Pro
- Boss
Outside sources claim Elevate’s packages range between $200-$1,500 a month.
Pros
- The service does social media content creation for you
- Unique marketing tools that help with contact management and future sales
- Built-in CMA tool
Cons
- Generating leads with Elevate's tools is useless if you don't have a long-term plan
- Limited analytics and performance tracking
- More expensive if the package includes lead-generation tools
What is a Real Estate CRM?
Real Estate Customer Relationship Management (CRM) software is a tool used to help Realtors best manage their contacts, leads, and clients.
It allows them to easily keep track of all the details related to each person in their network and helps simplify the process of working with these people.
The best real estate CRM will allow users to send automated emails and text messages and efficiently make calls.
It will also enable them to create individualized marketing campaigns that best meet the needs of each contact.
Realtors use CRMs to stay organized, follow up with prospects, schedule appointments, and much more. They are invaluable tools for helping a Realtor succeed in their business.
To decide which real estate CRM is best for your business, consider the features of each software.
When selecting the best real estate CRM for your needs, pay attention to pricing and customer reviews.
How to Choose the Best Real Estate CRM?
Start with This List
We’ve taken the liberty of listing seven of the best real estate CRM software options in 2023 and a summary of each.
Each one has its advantages and disadvantages, so make sure to read through it thoroughly before making your decision.
Consider pricing, features, customer reviews, and the best fit for your business when choosing a real estate CRM.
Figure Out What Your Team Needs
When it comes to the best real estate CRM, you know best what your team needs.
Consider the size of your business and the number of contacts you manage daily.
Are there any specific features that would make life easier? Do you need integrations with other software or programs?
Once you have a clear idea of the features your team needs, you can narrow down your list and choose the best CRM for real estate that best fits your criteria.
Check all the Features
Once you’ve narrowed your list of the best real estate CRM software, it’s time to check out all the features.
Look at how user-friendly each one is and how easy it is to access all of its features.
Pay attention to customer reviews and ratings – these can indicate how well each CRM works in real-life scenarios.
The best real estate CRM isn’t necessarily the one with the highest price tag.
Take into consideration pricing, as well as features, when choosing the best CRM for your business needs.
Once you’ve checked out all the features and compared prices, it’s time to weigh the pros and cons of each best CRM for real estate software.
Consider how much time you will save using a particular CRM, what kind of support it offers, and how easy it is to use.
Then make your decision based on all the information you have gathered!
You can choose the best real estate CRM for your business by checking out all the features and comparing prices.
The best one will help simplify your daily tasks and keep your contacts organized.
Test Drive a CRM in Your Real Estate Business
Choosing the best real estate CRM can be challenging.
That’s why we recommend test-driving a CRM in your real estate business before making a purchase.
A free trial will give you a feel for how it works and if it has all the features and supports you need.
Test-driving the best real estate CRM will also help you ensure it fits your business and helps to simplify your workflow.
Don’t let choosing a CRM be overwhelming – take the time to test drive one in your real estate business, and you’ll easily find the best fit for your business!
Get Your Team on Board
Once you’ve chosen the best real estate CRM for your business, it’s time to get your team on board.
Encourage them to explore all the features of the best CRM and provide support when needed.
Ensuring everyone is on the same page will help ensure everyone is comfortable using the software before taking it live.
Getting your team on board helps ensure you make the best decision when choosing a real estate CRM.
It also means that everyone can learn how it works and start using it immediately.
What are the Benefits of a Real Estate CRM?
Automation
Automation is one of the major benefits of a real estate CRM.
With automation, you can save time and money by automating tasks such as lead management, listing management, follow-up calls, and emails, data entry, scheduling appointments, and more.
Automation also helps keep your contacts organized and updated with automated notifications when new leads come in or when a contact has taken action on a campaign.
Automation also helps you stay on top of tasks and follow-up activities so that nothing falls through the cracks.
Robust Reporting
Another benefit of a real estate CRM is robust reporting.
With the right CRM, real estate agents can easily keep track of their marketing campaigns and sales activities.
You can use this data to track progress, identify trends, and optimize strategies for the best results.
Robust reporting gives you insights into what’s working best in your business so that you can adjust your strategy accordingly and maximize ROI.
Proactive Customer Interactions
The best CRMs provide a platform that helps you establish strong relationships with your clients.
By staying at the forefront of their minds through proactive interactions, you can ensure they remember your name and recognize the added value you bring to their real estate journey.
Proactive customer interactions also help you build trust and loyalty so that they think of you as their go-to real estate expert when it’s time for them to move.
With seamless transaction management tools and social media campaigns, you can ensure your customers are involved in every step of the sales process.
More Team Collaboration
Further, one of the best benefits of a real estate CRM is more team collaboration.
With the right system in place, your entire team will be on the same page and have access to up-to-date data that everyone can review and use to make informed decisions.
You’ll also be able to assign tasks to specific team members, share best practices and resources, and keep everyone in the loop with real-time notifications.
With a CRM helping to facilitate collaboration, everyone can stay aligned on goals and strategies for success because everyone has the same contact management and transaction management tools.
Customer Data
Lastly, customer data is another important benefit of a real estate CRM.
With the best CRMs, you can easily store and organize customer data such as contact information, property details, preferences, transaction history, etc.
You can use this data to personalize customer interactions, so they feel special and remembered when interacting with your team.
It can also help you anticipate customer needs and provide better services, thus helping you increase customer loyalty and retention.
How do I Make Sure My Team is Using Our CRM?
Start with Training
The best way to ensure that your team uses a real estate CRM correctly is to start with training.
Explain the functionality of the software and document best practices so everyone knows how to use it.
Assign tasks, set goals for each team member, and provide incentives for meeting those goals.
Regularly evaluate and update training materials to stay on top of best practices and changes in the industry.
Also, ensure everyone is familiar with customer data protection laws and regulations so that customer data remains secure and compliant.
Offer Incentives
Incentives are another great way to get your team on board with using a real estate CRM.
Offer rewards for tasks completed in the software, such as milestones achieved or best practices implemented.
You can also make bonuses available when certain goals are met or challenge them to come up with creative ways to use the software to reach targets.
Bonuses will help motivate your team and ensure that everyone is using the best CRM for real estate in a productive way.
You can ensure your team is making the most out of their real estate CRM by providing training and incentives.
Proper training will help ensure that your team has the best tools, practices, and data to help you reach your business goals.
Introduce Things Slowly
The best way to ensure your team uses a real estate CRM properly is to introduce things slowly.
Start with the basics and allow everyone to learn how to use it.
Then, as they become more comfortable with the software, you can start introducing more complicated features and engage them in more advanced tasks.
This will help them become familiar with the best CRM for real estate and allow them to be more productive in their roles.
By taking it slow and introducing things gradually, you can ensure your team is using a real estate CRM correctly and making the most of its features.
Bringing it All Together
The top real estate CRM for 2023 will help you build relationships with customers, facilitate more team collaboration, and securely store customer data.
By providing training and offering incentives to your team, you can make sure they are using the best CRM for real estate properly and efficiently.
Introduce things slowly, and your team will be able to make the best use of its features, as well as increase customer satisfaction and help you reach your business goals.
With the best real estate CRM, 2023 is sure to be a successful year!
Good luck!
Real Estate Agents/Teams CRM FAQ
The most popular real estate CRM for 2023 is one that will help you build relationships with customers, facilitate team collaboration, and store customer data securely. It should also have features such as automated workflows and integrations with other systems to help streamline tasks. Popular options include Zoho CRM, RealtyJuggler, Salesforce, and Real Geeks.
The best real estate CRM for 2023 is one that has a great user interface, robust customer support, and powerful automation features. It should also have integrations with other services, such as social media platforms, email marketing solutions, and lead capture services. Some of the highest-rated options include Zoho CRM, RealtyJuggler, Realvolve, and Elevate.
Yes, Keller Williams uses a real estate CRM called KW Command. This powerful CRM allows agents and teams to manage their contacts and leads, set up automated workflows, measure team performance, and more. It also provides integrations with third-party services such as social media outlets and email marketing solutions. With this comprehensive tool, Keller Williams agents can increase their productivity and maximize their business potential.
Yes, Redx is a real estate CRM that provides agents and teams with the best tools to maximize their productivity. It has an intuitive user interface, powerful automation features, and integrations with third-party services such as lead capture services, social media outlets, and email marketing solutions. With its comprehensive suite of features, agents can quickly manage their contacts and leads, set up automated workflows, measure team performance, and more – all in one place. Redx is one of the top CRM for real estate teams who want to stay on top of their game in 2023.
The cost of a real estate CRM can vary depending on the features you require and the size of your team. Generally, a basic package with only essential features may start at around $50 per month, while more comprehensive packages may cost up to $500 per month or more. However, some providers also offer free trials for teams to test out the service before committing. It is best to compare different packages and find one that best suits your needs.
