13 min read · February 9, 2023

The best real estate CRM software solutions for agents

person looking at a real estate CRM software on computer

Most real estate service providers rely on customer relationship management (CRM) software to streamline their day-to-day activities and boost productivity by eliminating time-consuming bottlenecks. 

A quality CRM allows real estate agents, brokers, and realtors to manage their businesses from a single platform, whether at the office or on the road.

CRM platforms vary in functionality and design; therefore, finding the one that suits your needs can be tricky. In this article, we’ve compiled a list of the best CRM tools out there in terms of functionality and price.

Why do you need a CRM?

The success of real estate brokers and agents depends on finding new leads and keeping their customers at hand. When your business expands, managing a vast amount of customer information, all your listings, and potential leads can be hard. This is where CRM tools come into help.

Benefits of employing a CRM system:

  • Managing leads that come from different platforms.
  • Storing customer information.
  • Arranging follow-ups.
  • Automating marketing campaigns.
  • Getting various metrics and data.
  • Tracking properties from multiple sites.

A common misconception is that only big companies with many employees use CRM platforms. However, any real estate agent can benefit from CRM systems and utilize their potential.

Competition in real estate can be fierce, especially with the rising interest rates. CRM helps you build a business strategy, manage your daily operations, and maintain customer relationships.

With so many CRMs and features, some friendly advice couldn’t hurt, right?! Let’s dive in! 

TOP 12 CRM tools for real estate professionals

#1 Real Geeks

Real Geeks provides real estate agents not only with user-friendly CRM software but also with a website builder. When a potential lead starts browsing your website, you can see their activities in real-time. Any likes, search information, and other data are automatically transferred to your CRM.

The platform has an intuitive design, which makes it easy to navigate. You don’t need to be a tech-savvy ninja to manage your leads or advertising – everything is done in a few clicks.

Real Geeks also contains a home valuation tool, allowing you to create landing pages for different areas or neighborhoods. You can customize landing pages for targeted audiences and even send monthly market reports to your leads. 

A built-in automated email drip system allows the creation of custom email campaigns. The platform also has an integrated SMS texting solution, which turns communication with potential clients into more intimate.

If you need to create a Facebook ad and track how your campaigns perform – Real Geeks have you covered. All the leads that come from Facebook will automatically be added to your CRM without you lifting a finger.

Real Geeks also has a chatbot to interact with users browsing your website. 

Pricing starts at $200 per month. Every additional user costs $25 per month.

#2 AFrame Software

AFrame combines transaction management and real estate CRM software in an easy-to-use platform. You can create automated emails, organize leads, track your current listings, get essential reminders, and easily import contacts.

Its strength, however, lies in the client portal, allowing you to inform sellers about your marketing activities, showings, social posts, open houses, and more. This saves real estate agents a lot of time, as you don’t need to call your clients weekly to update them on the current situation with their property. They can visit a dedicated portal and see what has been done for themselves.

This is a customizable feature, as you can choose what you want your client to see, exchange contact information, or remind them about important events like document signing. You can also set your financial goals and get detailed reports on your business transactions and where they’re coming from.

AFrame is suitable for both individual real estate brokers and large teams. You can try it for free for 30 days. After that, AFrame charges $34 per user for a monthly subscription.

The CEO of Pinnacle Realty Advisors, Sam Sawyer, hosted a podcast with AFRAME software. If you’d like to learn more, click on the link below!

#3 IXACT Contact

IXACT Contact provides users with information on their leads and helps to personalize communication through newsletters. The platform’s dashboard is easy to navigate and quite intuitive. If you’re in doubt about whether IXACT Contact is the right CRM software for you, you can schedule a free 30-minute call with a company’s representative to have a quick tour.

To keep in touch with your potential clients, you can set reminders for follow-up calls or their birthdays.

IXACT Contact also comes as a mobile app, so you can access all the information you need on the go. This can be extremely handy when you need to make notes after visiting a new house or showing properties to home buyers. 

Like many other leading real estate CRMs, IXACT Contact offers integration with multiple third-party tools like Facebook Lead Ads, Zillow, or Mailchimp.

You can also create IDX websites with IXACT Contact in minutes and customize them according to your needs. Leads are auto-captured and added to the CRM software automatically, so you don’t need to type anything yourself and waste time.

A monthly subscription stands at $45. The annual plan will cost you $38 per month.

#4 Follow-Up Boss

As the name suggests, Follow Up Boss provides real estate agents with lead generation and management tools helps to communicate with potential clients and take care of your marketing campaigns. 

The Follow UP Boss CRM allows you to make calls directly from the platform and route incoming calls for assigned agents. This is an extremely handy feature for more prominent real estate agencies, as you can also add notes and schedule follow-up calls. You can make calls both on mobile and desktop, no matter where you are.

Texting is also integrated into the platform, allowing you to send messages with photos and emojis, thus personalizing communication and creating long-lasting relationships. Every time a lead visits your website, you can see which listings they viewed. The platform also has an in-built analytics tool, allowing you to see your revenue, close deals, and analyze your lead behavior. 

Follow Up Boss also offers a feature, which you won’t find on every CRM – Leaderboard. It shows the top-performing agents in your team, the deals they closed, commissions, and the revenue they brought. In the sales world, this encourages competition and ensures the best employees are noticed and appreciated.

Solo agents and small teams can get Follow Up Boss for $69 monthly for a user. A plan for up to 10 users costs $499 monthly, up to 30 users – $1,000. Annual plans are slightly cheaper.

#5 Realtyna

Realtyna is a cross-functional platform offering website building, lead management, and marketing tools under one roof. It works as a WordPress plugin, allowing over 100,000 listings under standard server configuration. 

The main advantage of creating websites with Realtyna is that you can customize them however you like, which not all similar platforms allow. With Realtyna, you can build your brand in a snap and take care of your reputation for years to come.

Realtyna’s CRM captures leads through various online forms, collects information about them, and tracks their activity (listings viewed and saved). You can also assign leads to other agents, ensuring that none will fall through the cracks.

Using various add-ons, you can integrate information about the nearest schools and demographics of specific areas. When looking for a property, they usually want as much information about the neighborhood as possible. Realtyna visualizes all this data in an easy-to-understand manner, providing value to your potential customers.

The platform integrates with Facebook, so your listings are turned into ads automatically. 

Realtyna is probably one of the most customizable platforms we’ve ever seen. You pay only for what you need. Realtyna’s license costs $199, which is a one-time payment. However, to use various add-ons Realtyna has, you’ll have to pay additionally. For instance, you can get the Open House add-on for $600, SMS add-on – for $300, iOS app – for $1,799. 

While these prices may seem steep for some real estate agents, with Realtyna, you invest only in the beginning, as there are no monthly fees for their services.

#6 Symba

Symba is the only platform on this list that comes as a mobile app for iOS users. While it’s not a pure CRM like some of the tools discussed above, it’s still worth attention. With Symba, you can sync contacts from your phone, track your deals, manage expenses, schedule follow-ups, add notes, and more.

Since it provides a great way to track your expenses, revenue, and taxes, Symba is suitable for agents looking for an easy way to manage their finances.

You can sync your business bank account with Symba and see your balances.

A monthly subscription to Symba costs $25. You can save money by getting an annual subscription for $16.67 per month.

#7 BoomTown

Expert lead generation, IDX websites, intelligent real estate CRM software and lead management services are what BoomTown is all about. This platform is not only a real estate CRM but can also be an extension of your team. BoomTown offers lead concierge services, meaning that the company’s employees will monitor your database and forge targeted messages to your contacts.

BoomTown also provides a website builder containing neighborhood and school ratings, price history, a mortgage calculator, and property comparison features. Visitors convert into leads in a snap, so you can analyze them later and test various strategies to contact them.

You can also distribute leads among your agents with a few clicks. Since all leads are tracked, the CRM provides valuable insights about every lead, making work for your team easier. 

The real estate CRM software integrates with Mojo Dialer, BombBomb, and other tools, so you can send tailored video messages and follow-up whenever needed. You can use BoomTown on your desktop, tablet, or mobile.

The price of BoomTown is at the high end. A one-time setup fee is $1,500. Depending on your needs, you can expect to spend at least $250-$1,000 for a monthly subscription, and possibly much more.

#8 Streak CRM

Want to upgrade your sales game without straying too far from Gmail? If so, Streak CRM is just the tool for you! Built to integrate seamlessly with your Gmail account, as well as with other Google Workplace apps, Streak is perfect for freelancers, startups, and small businesses. 

Don’t be fooled by Streak’s bare-bones design – it offers more than a basic spreadsheet. In the dashboard, you’ll see a representation of your work pipeline, divided into three segments: new lead, deal in progress, and sales won or lost.

Streak has several pre-installed templates, but you can easily customize them or build your own from scratch. Once your pipeline is in place, you can start setting up automated workflows triggered by specific events.

In addition to pipeline management, Streak also has a plethora of other functions like scheduling, asset (content) management, project management, business development, lots of nifty inbox tools, and more.

Streak’s free plan gets you basic CRM features, such as 500 contacts, 50 mail merges, and email tracking and snippets. Paid plans expand on the free features and unlock additional ones, such as data validation, support, and advanced CRM tools. A monthly subscription costs $15 to $129, depending on your team’s size and needs.

# 9 RealCloud

RealCloud is a real estate prospecting system that provides users with access to a genuinely massive property and property owner database (residential and commercial), an integrated CRM, and an intelligent auto-dialer function. 

All the information in the database is rendered on a map for convenience. RealCloud has highly detailed records on over 100 million properties in the US. Each database entry gives you the lowdown on the property’s mortgage and zoning status, permits, walk score, value, and… you name it!

The CRM section of RealCloud integrates neatly with the database and can be used as a standalone replacement for most real estate office software. Functions include effortless contact management, improved leads, correspondence, and prospect insights.

RealCloud also has an auto-dialer that’s an absolute god-send for larger businesses. It’s capable of recognizing disconnected calls, answering machines, busy tones, and human language. When someone picks up, the dialer automatically re-routes the call to an available agent, maximizing speaking time.

RealCloud offers several pricing options, starting from $9.95 and going up to $399.99 per month.

#10 Chime

Like RealCloud, Chime is an all-in-one real estate CRM software that aims to increase user productivity while radically cutting down on the number of tools used. Chime provides a comprehensive way to gather leads, convert them into clients, and activate them as referrals and repeat business sources. 

The platform’s CRM includes a wealth of advanced functionality, such as AI chatbots, a built-in power-dialer with up to three lines, a native mobile app, transaction management, and hundreds of available integrations (Zillow, Gmail, and more).

Chime also comes with a great-looking website directly hooked into the CRM, which means that virtually every move a visitor makes is carefully logged and analyzed. The website also provides in-depth information about demographics, neighborhood data, turnover rates, etc.

To top it all off, Chime also has a powerful marketing engine that enables converting leads without them leaving their Facebook account and a retargeting strategy that encourages unconverted prospects to give their lead information via ads.

Chime is an excellent piece of software, but beware – it’s also a premium product, best suited for already established agents, teams, and brokerages willing to invest extra cash in boosting those sales even further. With many different bonus packages and add-ons, Chime makes scaling a breeze and could serve you throughout your career.

Chime has a $500 setup fee for an agent, $1,000 for a team, and $1,500 for enterprises, with monthly subscription  prices starting at $499. Pinnacle Realty Advisors has an exclusive partnership with letchime.com for even better pricing starting at $40 per agent! Check out the PinancleHQ platform and learn more.

#11 Pipedrive

One of Pipedrive’s most considerable virtues is that it’s extremely easy to use. This makes it the perfect choice for first-time real estate CRM software users – especially for small teams and individual agents.

Pipedrive has a drag-and-drop interface – a kanban board – which allows users to build an unlimited number of deal pipelines with the absolute minimum of effort. 

In addition, it offers highly customizable reports, user-friendly calendar and email integrations, and automated workflows. You can choose from 30 built-in templates or easily create your own. Automated workflows are great at moving deals through your pipeline, scheduling meetings, or triggering emails. 

Pipedrive has been actively working on updates to make the product even more functional. For instance, it recently added integrations for Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks.

As mentioned above, Pipedrive is a great pick for small businesses but might be too limited for larger ones. This is mainly due to the relative lack of email marketing tools and the fact that you have to pay extra for web forms and chatbots. Otherwise, you can’t go wrong with Pipedrive.

Pricing starts at $18/user per month.

#12 Placester

Primarily, Placester is a real estate website builder, offering various design templates that will get you a beautifully looking site in no time. However, it lacks customization options, therefore you may end up stuck with limited features. 

Placester isn’t a SEO-driven tool, therefore it may be hard to attract users and compete with thousands of similar websites.

When it comes to CRM, Placester allows you to track your leads and organize them. While its CRM is basic and clearly lacks features that more advanced CRMs offer, the platform integrates with multiple third-party tools and platforms, such as Cloze CRM, Userway, Top Producer, Gmail, MailChimp, and more. 

Placester is suitable for small real estate businesses or individuals with limited budgets. 

The basic plan stands at $79 per month, but it can go as high as $319 for a website created by a designer, unique content, and social media posts.

Before we let you go

If you’re ready to choose a CRM tool, don’t hesitate and hop on PinnacleHQ, as you’ll be able to find most of these providers on the platform and get a discount. There’s no better way to bring your real estate business to the next level!

All you need to do is sign up with the real estate brokerage Pinnacle Realty Advisors, a company that employs BaaS (Brokerage-as-a-service) model to serve agents with all of their real estate needs. 

Access PinnacleHQ, keep 100% of your commissions, and get world-class customer and operational support. At our virtual office, you’ll find the best real estate CRM software in the market and other valuable tools and offers that will make your life as a real estate professional much easier.