The 9 Best CRMs for Real Estate

Running a Real Estate business can be overwhelming for you as you need to manage everything. Monday.com is an all-in-one Real Estate CRM that combines task management, CRM, and project management tools all in one platform.

It can become the hub for your admin, sales and operational work. It can also give you a solution to hold data on properties, tenants, sales, prospects and more.

From a comprehensive sales pipeline view to efficient automation and client communication features, this versatile CRM platform helps you to stay organised. It provides a real estate CRM template that helps you manage properties, prospective clients, and agent workloads, streamlining real estate business operations.

The best things about Monday.com are:

• Flexibility: You have the flexibility to customise your boards and workflows according to your specific needs. 
• Collaboration: Collaboration becomes effortless as team members can collaborate in real time.
• Automation: You can save time and effort by automating repetitive tasks like lead management. For example, you can create an automation that sends follow-up emails to leads based on a specific number of days or automatically moves a lead from the "Contacted" stage to "Follow-Up Needed." This ensures that all leads are attended to and prevents any from being overlooked.

Monday.com helps you to directly store all your important documents on their platform. Be it contracts, property photos, or legal papers, having everything in one central location simplifies the process of accessing and sharing them.

It also enables you to effectively track and monitor vital metrics within your real estate business. Whether you desire to keep a tab on the number of new leads generated, closely monitor the status of ongoing deals, or assess the performance of your agents, Monday.com provides you with the necessary tools and resources to achieve these objectives.

If you need a large amount of automation in both marketing and client management, then you can try out Market Leader.

It offers a comprehensive suite of tools that helps you to automate various marketing tasks. 

Within the same platform, you have the capability to instantly share your listings on your website, and your clients will receive notifications if the listing meets their requirements.

With Market leader:

• You can easily set up and manage email campaigns, follow-ups, and other marketing activities, ensuring your leads are consistently nurtured.
• You'll have access to automated lead follow-up, lead management, and lead routing, allowing you to streamline your lead generation process. It also provides optimised lead capture forms and landing pages to gather valuable lead information, guaranteeing a consistent stream of potential clients.
• You can enhance your marketing performance through detailed tracking and analytics tools. With these features, you can measure the effectiveness of your marketing campaigns, monitor lead engagement, and evaluate lead conversion rates.

Additionally, through features such as a marketing center with direct mail print options and a mobile app, Market Leader helps you create targeted marketing campaigns and efficiently manage your interactions with leads.

If you are a small business or brokerage looking for a user-friendly CRM solution, Pipedrive is worth checking out.

 It has a user-friendly drag-and-drop interface that provides essential features at an affordable price.

 Additionally, the visual pipeline offered by Pipedrive is particularly useful for tracking the progress of deals within the sales cycle. By prioritising pipeline management, it helps you in maintaining a high level of organisation and ensures that no potential opportunity goes unnoticed.

The best things about Pipedrive are:

• Visual Sales Pipeline: With Pipedrive, you can take advantage of a visually appealing sales pipeline interface that allows you to effectively manage and monitor each stage of your deals. 
• Activity Reminders: Never miss an important task or follow up with Pipedrive's activity reminders, which ensure you stay on top of your interactions with leads and clients at the ideal moment. 
• Customisable Workflow: Tailor the CRM to fit your unique process by customising stages and fields in Pipedrive, ensuring it aligns perfectly with your workflow.

Pipedrive has a range of pricing plans that cater to the requirements of various real estate professionals, from solo agents to large teams, starting at $9.90.

Easy to use and full of features, Zoho powers up traditional CRM software with artificial intelligence.

With intelligent technology, it streamlines your sales processes and enhances customer relationships.

Zoho CRM automates lead assignment based on predefined rules like territory, industry, and deal size. When a lead enters the CRM pipeline, it is automatically assigned to the appropriate sales rep according to the configured rules.

 Additionally, the assigned sales rep is notified, and tasks and reminders can be assigned to ensure timely follow-up. It also automates follow-up emails, field updates, and notifications, freeing up sales reps to close more deals.

The best things about Zoho CRM are:

• Zoho CRM offers a comprehensive range of communication channels, enabling you to engage with leads and customers effectively. With support for email, live chat, telephony, and even social media, Zoho CRM ensures no communication opportunity is missed. 
• Furthermore, Zoho CRM provides visitor tracking and email analytics features that offer valuable insights into customer behaviors and preferences. This information helps you identify potential engagement opportunities, personalise your communication, and improve overall customer experience.
• Another benefit of using Zoho CRM is its extensive integration capabilities. It can seamlessly integrate with other real estate tools like Zillow and DocuSign, creating a comprehensive system that caters to all your needs. 

Lastly, Zoho CRM offers pricing plans starting at $9.65 that are scalable and affordable, regardless of the size of your real estate business. This means that you can start with the features you need and upgrade as your business grows.

Salesforce CRM is best for you if you are looking to scale your operations without compromising on the personal touch that clients expect. 

Whether you're just starting out or a well-established enterprise, Salesforce CRM provides a flexible and highly customisable platform that can adapt to your evolving requirements.

 It can seamlessly handle increasing volumes of data and user activity, ensuring uninterrupted performance as your real estate business expands.

The best things about Salesforce CRM are:

• Achieve Customisation at Scale: Tailor each element of the CRM to perfectly align with your real estate enterprise's unique workflows and procedures.
• Benefit from the AppExchange Ecosystem: Enhance the capabilities of your CRM by accessing a vast selection of apps specifically designed for real estate professionals.
• Advanced Analytics: Utilise robust analytics tools to extract valuable insights from your sales processes and client data.
• Gain a Comprehensive View of Contacts: Obtain a complete 360-degree understanding of every client, including their activity history, communications, and internal discussions.
• Collaboration Tools: Make use of Chatter, an integrated feature within the CRM, to collaborate on deals efficiently and seamlessly exchange insights among team members.

Salesforce CRM provides different pricing levels from basic packages ideal for small businesses to more sophisticated solutions designed for larger enterprises. Their packages start at $25 per month for their Starter plan and escalate up to $330 for their Unlimited plan.

Real estate professionals often struggle with managing large volumes of property data, organising information, and effectively marketing their listings. This can lead to wasted time, missed opportunities, and a loss of potential clients.

Propertybase CRM provides a comprehensive and industry-specific solution for efficient property listing management. It offers an easy-to-use interface that makes it easy for you to input, update, and organise property information. It solves the problem of scattered data by offering a central hub where you can store and access all relevant details about their listings.

Propertybase enables easy showcasing of property details, including images, descriptions, and virtual tours, ensuring that potential buyers or renters have all the necessary information for informed decisions.

The best things about Propertybase are:

• MLS Integration: Propertybase CRM offers seamless integration with MLS, allowing you to access and manage MLS listings directly within the CRM. This integration streamlines the property matching process, making it more efficient for real estate professionals like you.
• Marketing Automation: With Propertybase CRM, you can create and track marketing campaigns, including email and social media marketing, all within the same platform. This feature eliminates the need for separate tools and ensures a cohesive and streamlined marketing strategy.
• Website and Lead Generation: Propertybase CRM provides built-in tools for creating professional real estate websites integrated with the CRM. This integration enables seamless lead capture and management, ensuring that leads generated from the website are automatically captured and organised within the CRM for efficient follow-up and conversion.

Propertybase provides flexible pricing plans tailored to real estate businesses' specific needs and sizes. Their platform is scalable, accommodating the growth of individual agents and large brokerage firms. 

To learn more about their pricing options, you can visit their website or schedule a consultation for a personalised pricing plan.