When the housing market is booming, you have new clients coming in left and right, and you’re landing sale after sale, the last thing you want to do is hunt through a messy spreadsheet to track your client information. If you’re ready to take your business to the next level, allow us to introduce you to a life-changing tool: the CRM.
CRM (Client Relationship Manager) serves as an online database to help you manage your contacts and save precious time on manual data entry.
For top-performing real estate agents, a CRM is an essential tool for business. Here are some of the key features a CRM offers to make your life easier:
- Organize contact information, making it easy to find (i.e., no more hunting through spreadsheets).
- Quickly respond to inquiries without having to dig through your inbox.
- Manage your sales pipeline in one place.
- Maintain contact with past clients for relationship management and future referrals.
- Automate tasks and workflow.
Free CRM for Real Estate
- HubSpot CRM
- Zillow Premier Agent
- Agile CRM
If you’re new to using a CRM and are looking for a low-risk way to implement this useful tool, check out these free CRMs for real estate.
1. HubSpot CRM
Our free CRM is designed to grow with your business, making your job easier every step of the way. With features including contact management, email templates, and meeting scheduling, HubSpot CRM is designed to help you sell faster and better.
This tool is ideal for companies that want to scale, with the capability to add full-service marketing and service tools.
The Zillow Premier Agent CRM gives you client insights you can’t see anywhere else. You’re able to see your clients’ Zillow search activity right within the CRM, giving you the information you need to serve them best. Zillow also offers a free mobile app allowing you to respond to leads and run your business on the go.
Image Source: Freshsales
Freshsales offers a free forever startup plan that delivers a simple platform that’s perfect for real estate professionals who want straightforward contact management without a cluttered interface.
The platform includes features such as lead scoring and a built-in phone system, so you can keep all your lead communications in one place.
Image Source: AgileCRM
Though AgileCRM is not marketed specifically to realtors, there are several features that realtors can benefit from. With unlimited document storage, task management, document tracking, and appointment setting, this system is ideal for small teams that want to work out of one collaborative tool (the platform is free for up to 10 users).
With AgileCRM, you can also track your leads based on where they are in the sales process, giving you maximum visibility for your pipeline.
Image Source: Bitrix24
Bitrix24 offers advanced multimedia features within a free CRM interface. Realtors can communicate directly with leads and clients through live video chat, social media messenger, call back forms and phone-in chat. Bitrix24 also has pipeline management tools that offer full project visibility, helping you keep deadlines in check.
Best Real Estate CRMs
- Wise Agent
- Property Base
- Base CRM
- Real Geeks
- Market Leader
- Top Producer
- Rethink CRM
- Follow Up Boss
- IXACT Connect
- Realty Juggler
- Boston Logic
- Less Annoying CRM
- Lion Desk
For those looking for more real estate-specific CRMs, consider investing in one of these systems.
Image Source: Contactually
Contactually is a Compass-backed CRM specifically built for real estate agents. The platform facilitates the lead qualification process, helping you build personalized, automated campaigns for leads no matter where they are in the funnel.
Contactually also has an impressive referrals feature that helps you keep natural connects with past clients to encourage referrals and keep your pipeline strong.
2. Wise Agent
Image Source: Wise Agent
Wise Agent is a powerful all-in-one CRM for realtors. Offering seamless transaction management, advanced automation, time management tools, and a central database for all of your client information, Wise Agent can help you manage every area of your business in one place.
Image Source: GetApp
Pipedrive was designed to simplify the CRM experience for users. The tool makes sales visual by creating customized pipelines so you can see exactly where all of your deals are in the sales process.
Pipedrive also offers a mobile app and integrates with popular third-party systems including Asana, Trello, and Slack.
Image Source: Propertybase
Propertybase is a real estate-focused CRM and integrated marketing platform. With their CRM, you can manage listings, automate your daily tasks, and oversee operational data in one place, so you and your team can focus on selling.
With Propertybase you are also able to create visually stunning websites that are directly connected to your CRM, meaning you never miss a lead.
5. Zendesk Sell (also known as Base CRM)
Image Source: Zendesk Sell
Zendesk Sell helps mobile teams enhance productivity and pipeline visibility. This tool allows real estate teams with agents in different markets to stay in communication.
Zendesk Sell also offers funnel tracking and robust analytics so your agents know where their time is best spent.
Image Source: Zoho
Zoho CRM allows agents to connect with customers, no matter where they are. By integrating with live chat software, email, and social media, you can set up real-time notifications to be in the know any time a lead or customer interacts with your business. The real-time reports and insights ensure you can have up-to-date data at your fingertips no matter your location.
7. Real Geeks
Image Source: Real Geeks
Real Geeks CRM provides automated support for real estate businesses. As leads enter the system, agents can be notified via email and mobile, allowing them to follow up immediately. Managers can also track agent accountability and productivity for optimal performance and training opportunities.
Image Source: G2
CINC is a real estate platform dedicated to helping agents stay engaged with their clients and customers. With CINC, agents can manage the entire sales process, from lead generation to client retention. Notable features include comprehensive pipeline views, team management tools, and lead nurturing capabilities.
Image Source: Market Leader
Market Leader offers real estate agents and teams the tools to streamline the selling process. Their agent tools help you generate leads and turn them into lifelong clients.
Market Leader also offers robust product support and training courses to help agents get the most out of the platform.
10. Top Producer
Image Source: Top Producer
Top Producer CRM is a real estate-focused platform that puts your entire sales pipeline in the palm of your hand. Manage incoming inquiries, nurture leads, and sync all of your contact information from one easy-to-use mobile interface.
11. Rethink CRM
Image Source: G2
Rethink CRM is a powerful tool designed for real estate brokers and commercial real estate professionals. Rethink CRM helps users track and manage every aspect of their client pipeline with features to support tenant management, capital markets, and development projects.
12. Follow Up Boss
Image Source: Follow Up Boss
Follow Up Boss is a real estate CRM designed to turn every agent into a top performer. Notable features include auto-send for emails, inbound and outbound call management, and automated text messaging in one streamlined interface.
Image Source: Realvolve
Realvolve helps real estate teams create smart workflows for internal and client-facing tasks. With Realvolve, users are able to track all contact and property listing information in one place, with the ability to sync across calendars and communication platforms.
14. IXACT Contact
Image Source: IXACT Contact
IXACT Contact is a real estate CRM and marketing automation solution that acts more like an assistant than software, helping agents and teams organize critical business information.
New users are offered a concierge setup service, helping you migrate your existing data from documents and spreadsheets into their easy-to-manage database.
RealtyJuggler is a real estate CRM focused on simplicity and organization. Designed to be easy to learn and use, RealtyJuggler builds daily to-do lists for agents based on CRM data. The tool can be used for everything from lead qualification to automated email campaigns.
Image Source: Close
Close is a robust CRM with built-in sales automation. Features most appealing to real estate professionals include two-way email sync, built-in calling and SMS, and a comprehensive search feature, so you and your team will never have to hunt for prospect information again.
17. Boston Logic CRM
Image Source: Boston Logic
Boston Logic is a CRM built specifically for real estate professionals. The tool is designed to integrate seamlessly with your brokerage website and is able to assign leads to agents on your team and nurture automatically through the sales process.
Boston Logic also works on all-mobile devices, so you and your team can access all pertinent data while you’re on the go.
Image Source: Nutshell
Nutshell CRM is a customizable platform that reduces time-wasting tasks for you and your fellow agents. With contact management, Gmail integration, and sales automation capabilities, this CRM is designed to save you time and expedite the sales process.
Image Source: Streak
Are you a G-Suite evangelist? If so, Streak may be the right CRM for you. This tool helps you track deals in your Gmail inbox. Save time by managing your contacts in your existing inbox without switching systems.
With Apptivo, you can access your contact information, project management tools, invoicing systems, and email campaigns in one place. Apptivo allows you to access client data from anywhere, and create powerful automation to save you and your client’s time.
Image Source: GetApp
Less Annoying CRM was designed with small businesses in mind. The platform is designed to be incredibly easy to use and learn for teams, offering no-fuss contact management.
They also offer customizable real estate features including pipelines for tracking sellers and buyers and straightforward reporting.
Image Source: LionDesk
LionDesk is an integrated CRM platform for real estate professionals. The tool makes client management a breeze by tracking your emails, phone calls, and messages in one easily searchable platform.
You can also create shortcodes that can be used on signage and other materials, allowing leads to quickly contact you from no matter where they are.
Image Source: Insightly
Insightly helps real estate teams build personalized experiences for their clients. With features such as lead tracking, workflow automation, and bulk email tools, you and your team can work smarter, not harder to connect with more leads.
By using a CRM, you can improve your client communication while making the sales process faster and easier for you and your team. To learn how to take your CRM to the next level, check out these best practices.