Best Real Estate CRM for 2023

Every realtor needs the best real estate CRM to make their job easier. However, not all software is equally excellent, so we explore the different options and choose our top recommendations. Read more to learn about the best CRM for a real estate agent, looking at reviews, lead generation, and contact management.

What is CRM?

CRM stands for Customer Relationship Management and is software that helps you manage your client base. It improves your contact management, property marketing, and lead generation. It advances the sales pipeline and provides seamless integration with your existing systems. The software can also organize customer reviews and identify areas your clients want your business to improve.

Overall, the best CRM for real estate ensures that you have a much easier time managing your clientele and, as such, can give more of your attention to improving your sales. The best CRM for a real estate agent helps you manage and maintain several drip campaigns. It also ensures you remember to follow up with your clients.

Benefits of Using CRM Tools for Real Estate

Various benefits to implementing CRM are available. These benefits ensure you more effectively manage your client base and provide you with useful tools to complete customer relations. Below, we list the various benefits.

• Enhances lead generation
• Safely stores and organizes your client base
• Enhances contact management
• Maintains and manages drip campaigns
• Improves follow-up procedures
• Collects customer reviews
• Provides a smooth integration with existing systems
• Supports employee productivity
• Tracks and analyzes your workflow
• Improves process management and payment collection

Best CRM Tools for Real Estate

We believe the best real estate CRM software has a user-friendly interface, affordable costs, excellent features, and functionality. We also look for one that provides exceptional customer support and integration with other software or apps.

While it might not be a real estate CRM comparison chart, we explore the key features of several software options, including their pros and cons.

Overview of Wise Agent

Wise Agent is one of the best real estate CRM software, offering an all-in-one solution. It provides all the standard features you expect from the best CRM for real estate, but also advanced ones, which we list below.

• Automated Emails and SMS Texting
• 24/7 Customer Support
• Multiple Integration Options

Automated Emails and SMS Texting

You can easily follow up with clients using automated emails and SMS texting. Whether it’s reminding the client about a meeting, a property viewing, or asking for feedback after the sale, this automatic feature provides excellent benefits. You can even complete A/B testing to see which marketing strategy works best.

24/7 Customer Support

Something that isn’t as common in this market is 24/7 support, but that’s what Wise Agent offers you. This feature is perfect for real estate agents who don’t have in-depth knowledge about tech and how to use customer relations software.

Multiple Integration Options

You can streamline lead generation, reviews, and communications using multiple integration options. These integrations will ensure you have a smooth process with an automated workflow.

Pros and Cons of Wise Agent

Pros

• Can text directly using the software
• Great value for money
• Automated emails allow for A/B testing
• 24/7 customer service
• Team-friendly software

Cons

• Requires integrations to add features others offer as a standard
• Weaker interface compared to other software
• No dedicated mobile app

Overview of Realvolve

Realvolve offers various advanced features to ensure agents have all the required tools. It’s an excellent option for people who don’t know where to start. Below, we listed the key features of this software.

• Customized Workflow Dashboard
• Template Library
• Scalable Processes

Customized Workflow Dashboard

You can adjust and customize your workflow to fit your company and your thought process. This feature ensures your system works optimally for you and streamlines your workspace and communications.

Template Library

If you’re unsure how to get started, then the template library is a lifesaver. It offers various templates that can spark ideas, and advise on when and how to contact clients, how you improve your lead generation, or even how to communicate effectively.

Scalable Processes

This software grows along with your business and lets you easily add and remove team members. No matter how big your company gets or how much work you have, Realvolve will always be there to ensure nothing falls through the cracks.

Pros and Cons of Realvolve

Pros

• Excellent customized workflow
• Provides a template library
• Has excellent scalability
• Features multiple packages
• Workflow helps automate communications

Cons

• Sometimes challenging to learn how to use it efficiently
• Drag and drop isn’t available when you build your workflow
• More expensive option

Overview of Propertybase

Propertybase is a robust all-feature solution and provides more than simple CRM features. This program is the best real estate CRM software that also manages an end-to-end real estate business. It offers various excellent features, listed below.

• AI Lead Assistant
• Advanced Analytics
• All-in-One Solution

AI Lead Assistant

The AI-powered lead assistant helps enhance your lead generation using various tools. It improves your SEO strategies, improves brainstorming content development, and features pay-per-click advertising. 

Advanced Analytics

The analytics tool will provide actionable data to your team and help you better track your progress and clients. It provides a real-time dashboard that lets you see your marketing, financial, and operating data at a glance.

All-in-One Solution

This software isn’t simply the best real estate CRM software but also helps manage your business from end to end. You can design your website, manage MLS postings, and track your lead generation from the same site. 

Pros and Cons of Propertybase

Pros

• All-in-one features above and beyond normal CRMs
• Software features built-in MLS interface
• You can customize your lead scoring
• Integrates seamlessly with Google
• Live dashboard with current analytics

Cons

• It can become expensive, and the price isn’t listed
• In-app dialing and texting are add-ons
• No free trial that you can easily test

Overview of LionDesk

LionDesk offers a user-friendly interface with many advanced features, making it ideal for new businesses or small teams. Below, we look at the primary aspects you can expect from this software.

• AI Tools
• Customizable Fields
• Custom Landing Pages

AI Tools

The AI-powered lead generation follow-up tool ensures you can streamline your communications and new sales. It also improves your contact management and lead distribution.

Customizable Fields

Almost any field in your pipeline management is customizable with LionDesk. It’s an out-of-the-box solution with strong customizable fields, ensuring your system runs how you like it.

Custom Landing Pages

This feature helps you create a high-converting landing page that captures leads. You can build it from pre-built templates, making it easy to use, and it delivers the leads directly to your LionDesk account.

Pros and Cons of LionDesk

Pros

• AI-powered lead generation tool
• Add-ons and various integration options are available
• It has a user-friendly interface
• Provides strong customizable fields
• Pre-built templates for landing pages

Cons

• The pipeline management could use some improvement
• It doesn’t offer a solid management flow for transactions
• Only two packages are available

Overview of Chime

Chime is software that adapts for agents, teams, or brokers. It offers various excellent features and is ideal for connecting teammates. Below, we look into what are the main elements of this software.

• Lead Insights
• Automated Nurturing
• AI Assistant

Lead Insights

You can shape your leads using the automatically adjusting lead score Chime offers. This score considers contact validity, property information, online behavior, and more. You can also receive analytics and smart suggestions on giving leads what they want.

Automated Nurturing

The features give you auto property alerts based on history and behavior. It also compiles an instant market analysis, meaning you can keep your buyers and sellers informed of the current market trends.

AI Assistant

This AI assistant acts as a chatbot that helps clients set up appointments, learn about current market offers, and can help clients understand the buying and selling process. It can also help convert cold leads into hot ones within six months.

Pros and Cons of Chime

Pros

• Provides an AI assistant
• It gives you excellent lead insights
• Automatically keeps track of property listings and market data
• User-friendly Interface
• Offers a website development tool

Cons

• It can become more expensive than others
• Pricing isn’t accessible on the website
• Customer support only available during certain hours

Overview of Market Leader

Market Leader is a solid choice when you’re looking for the best real estate CRM software. It offers many advanced features, some of which we discuss below.

• Automated Listing Management
• Strong Marketing Tools
• Intuitive Dashboard Management

Automated Listing Management

You can list your properties directly on your website, which alerts your clients if one appears that matches their criteria. This feature automates the process and increases the chance of a client finding a property within their expectations.

Strong Marketing Tools

The marketing tool offers various features to keep you relevant to your network of clients. It provides a polished listing email, ready-to-print cards, and one-click social media posts.

Intuitive Dashboard Management

Your dashboard provides various analytics, like when clients have visited your website and which properties they viewed. It can also be customized to send listings at your desired time and responds quickly with automated emails.

Pros and Cons of Market Leader

Pros 

• Provides marketing automation tools
• It gives you an intuitive analytics dashboard
• You can list properties directly on your website
• It automates lead generation and conversion
• You can add a built-in lead platform

Cons

• Pricing is unavailable on the website
• Live chat only available to account holders
• You can’t get a free trial without scheduling a demo

Overview of BoomTown

BoomTown offers the best real estate CRM tools with robust software and exceptional packages. We’ve listed the primary features you’ll see on their website.

• IDX Website Development
• Smart-Drip Plans
• Dynamic Retargeting

IDX Website Development

Create and customize your website using the IDX website development and Agent Subdomains. It stamps your presence online and ensures you remain in the minds of your client network.

Smart-Drip Plans

Drip campaigns have never been so easy as with BoomTown’s smart-drip plan. You can improve your lead generation and conversion and empower your agents with feedback on how your clients received the campaign.

Dynamic Retargeting

Grow your client network using the dynamic retargeting system. This tool personalizes your advertisements to fit your clients and vastly improves lead generation.

Pros and Cons of BoomTown

Pros

• Segmenting and tagging options are robust
• Enhances your drip campaigns
• Provides an integrated mobile app
• Creates a better website with IDX and Agent Subdomains
• Provides four plans: Launch, Core, Grow, and Advance

Cons

• The website doesn’t list any prices 
• Doesn’t provide content marketing solutions
• No free trial without a demo

Overview of IXACT Contact Real Estate CRM

IXACT Contact offers a comprehensive solution to your customer relation needs. It’s a web-based platform specifically to be the best real estate CRM option for agents. It also provides advanced features, listed below.

• Various Integration Options
• Keep in Touch Coach
• Automated Email Marketing

Various Integration Options

This software provides smooth real-time sync integration with Google, Outlook, and more. It ensures you can smoothly operate any app or platform using IXACT Contact. Further, an iOS and Android mobile app is also available.

Keep in Touch Coach

This tool will prompt you when it’s time to contact clients. It’s a multi-purpose tool reminding you to send follow-up emails, birthday wishes, move-in anniversary congratulations, and more. 

Automated Email Marketing

This marketing tool helps you keep up with monthly newsletters, email drip campaigns, and more. You can access e-card templates, and the advanced campaign reporting lets you see who’s interacting with your email campaign.

Pros and Cons of IXACT Contact Real Estate CRM

Pros

• Automated marketing tools are available
• Keep in Touch Coach improves your communication
• Integrates with several platforms
• User-friendly interface and customizable dashboard
• Free Trail is available

Cons

• It doesn’t have a closing transaction piece
• The online tutorials aren’t as comprehensive as we’d like
• You must purchase many features as add-ons

Overview of Follow Up Boss

Follow Up Boss is a software that ensures you have everything you need on one platform but requires slightly more advanced tech knowledge to operate. It offers various features, and we explore the most relevant ones.

• Unlimited Contacts and Leads
• Hundreds of Lead Sources
• Always-On Follow-Up Tool

Unlimited Contacts and Leads

You have unlimited leads with this program and a comprehensive tool to organize and manage those leads. It routes the leads to your team and converts them into clients.

Hundreds of Lead Sources

You can gather leads from over 200 sources, including brands like Zapier, Facebook, Realtor.com, BombBomb, RealGeeks, and more.

Always-On Follow-Up Tool

The tool reminds you to follow up and contact clients at the optimal time. It’s always running in the background and creates daily tasks to keep you on track, with built-in reminders to complete them.

Pros and Cons of Follow Up Boss

Pros

• Exceptional marketing tools
• It gives a seamless user experience for most people
• Over 200 lead sources
• A free trial is available
• Various integration options

Cons

• More expensive and less value for money than other options
• Support isn’t available 24/7 and sometimes slow to respond
• People with limited tech knowledge might struggle to understand all the features

Overview of Top Producer

Top Producer has been around for a while and keeps upgrading and improving its offering by implementing new ideas and software. From the various tools it provides, we explore the most relevant ones.

• Transaction Management Tools
• Plethora of Built-in Integration Options
• Effective Automation Tools

Transaction Management Tools

You can use one platform to create and track new transactions. The MLS Connected ensures you can manage your transactions accurately and track your commission.

Plethora of Built-in Integration Options

Various built-in integrations are available, enabling you to manage your email marketing, MLS boards, and lead management and routing better.

Effective Automation Tools

The automation tools let you create a more effective workflow with lead generations and dynamic daily tasks. These tools ensure you have a streamlined process with automated emails and more.

Pros and Cons of Top Producer

Pros

• Your MLS boards can sync with the email automation tool
• Various exceptional lead management tools
• Multiple integrations are available
• It offers a transaction management tool
• Live chat option

Cons

• No 24/7 customer support
• Expensive options
• No free trial is available

Which Is the Best CRM System for Real Estate?

Pros and cons are present in all systems, but we feel the best real estate CRM is Wise Agent. Wise Agent provides 24/7 customer support and has all the standard CRM features. It’s also the best value for money and one of the more affordable options. This software is perfect for both large and small businesses. However, if we had to choose the best CRM software for real estate that’s fit for larger companies, we’d recommend Top Producer or BoomTown. Below, we looked at the four options, including the best CRM for a real estate agent.

1. Wise Agent – Best Overall Value
2. Realvolve – Best for Future Scalability 
3. Top Producer – Best for Automation
4. Follow Up Boss – Best for Integrations

Another Useful CRM Option

InboxCRM Chrome extension is a free option for small businesses or real estate agents who don’t need a full suite of advanced tools. It integrates with your Gmail account, providing various handy features. Create a custom pipeline and manage deals, all from within your inbox.

It’s perfect for teams and can track your progress, customize stages in your deals, and more. After creating a new offer, you can leave custom fields and notes to remind you of particular facts, and it’s an incredibly user-friendly extension.

Final Thoughts

Customer relations are crucial to realtors, and effectively managing these relationships are critical to the success of a sale. The discussed CRMs provide various features, ensuring you enjoy an automated workflow and a streamlined sales process. However, not everyone can afford it, so the InboxCRM Chrome extension is free. Try it out to see whether it might provide the user-friendly solution you need.