10 Best real estate CRM software for 2023! 

Do you know? Around 60% of real estate agents who earn at least $100,000/year use CRM software.  

Curious how they managed to do so?  

Well, just by having the right real estate CRM as their constant support. 

Also, around 26% of realtors claim that CRM software increases productivity.   

Well, having a CRM tool or the right CRM platform are two different things.  

The best real estate CRM right fit for your real estate business if it;

• Aligns with your business goals
• Simplifies your daily hustle with automation.
• Helps you overcome challenges to sell more and more properties.

So, you can also earn $100,000/year or more with the best real estate CRM.  

However, finding the one that matches your process and goal is daunting yet crucial.  

Don’t go anywhere! This blog covers must-have features of the best real estate CRM and a list of the 10 best real estate CRM tools to try out.

So, let’s dive deep in. 

What is a real estate CRM? 

Real estate CRM software is a one-stop solution for managing your real estate business operations entirely, helping you sell more properties. 

Apart from selling, it provides a centralized database to store crucial data, track communications, follow up and manage marketing campaigns.

A real estate CRM enhances productivity by automating tasks and thus improving client engagement.  

The right CRM will help you streamline your process, close more deals, and increase revenues.  

Let’s find the key features a real estate CRM system must possess.  

5 must-have features to look for while choosing a real estate CRM software

As a realtor choosing the right CRM can be misleading with so many options.  

However, if you begin filtering based on how they can ease your real estate tasks using certain core features, it would be easy to get the best one.    

To help you in this, here are the five must-have features to look for in a real estate CRM: 

1. Pipeline management 

Pipeline management for real estate is crucial to increase efficiency, identify which deal stage leads are dropping, forecast sales, and streamline the entire sales process.  

Pipeline management CRM allows you to track and manage your sales cycle, from generating leads to closing deals.  

You can quickly identify the lead stage in the sales cycle and take the necessary actions to move them further.  

This lets you prioritize and focus on the leads most likely to become your paying customers.  

Ultimately, sales pipeline management allows you to increase your efficiency and conversion rate. 

2. Automation capabilities 

You’re stuck with many mundane tasks that consume your productive hours as a realtor.

Thus, automation capabilities can help you streamline your real estate business to achieve massive success.  

Having a real estate CRM with workflow automation lets you automate repetitive tasks like follow-up, appointment scheduling, and lead assigning, helping you focus more on the major task- property selling.  

Marketing automation enables you to generate, capture and qualify leads on autopilot. Plus, it allows you to create targeted campaigns to nurture leads.  

Further, sales automation lets you manage the sales pipeline more efficiently, track deals opportunity and set up automated personalized follow-up.  

These features help you and your agents stay organized, improve efficiency, and ultimately close more deals. Hence, you must adopt a real estate CRM with automation and workflows. 

3. Customizable dashboards & reports 

Real estate CRM dashboards and reports are another crucial feature that contributes to identifying more property selling opportunities.  

CRM with custom dashboards and reports provide valuable insights into their sales process, lead management, and nurturing campaign performance.   

With customizable dashboards, you can easily view key metrics and track your agent’s progress towards their sales and marketing goals.   

Plus, it allows you to gain valuable insights into your performance and make data-driven decisions.  

Further, custom reports help you track the entire sales pipeline to identify opportunities and roadblocks to make smarter decisions.

4. Mobile App 

A CRM with Mobile App gives you and your agents more flexibility in managing real estate chores.  

Having a CRM with a mobile app allows you to stay connected with your prospects even when you’re busy with property shows or attending industry events.  

You can respond to their inquiries and manage the sales pipeline from anywhere without interrupting productivity and responsiveness.  

With access to critical business values like lead management, calendar integration, property listings etc., a Mobile CRM can be a saver to manage your real estate business anytime, anywhere. 

5. Integrations 

Finally, you must look for a real estate CRM that offers integration. A real estate CRM integration allows your agents to streamline workflows and improve efficiency.  

It helps you and your team to unify communications. E.g., a real estate CRM that integrates with G suite will help you access all your google applications from one software.  

This eliminates the need to switch back and forth between different applications and manually transfer data, reducing the risk of errors and saving time.  

The integration allows you to leverage the full capabilities of tools and software, enabling them to provide your clients with a more personalized and practical experience.  

In all, integration is critical for maximizing the value of a real estate CRM and ensuring its seamless integration with an existing technology stack. 

Hope this was helpful!  

Moreover, if you still want to know more about selecting the right CRM, here’s a detailed guide on choosing the best CRM in 2023! 

Moving on to this blog’s most necessary section-top 10 real estate CRM software. Let’s dive deep in. 

10 Best real estate CRM software for your business 

To ease your research, we’ve handpicked the industry’s best real estate CRMs that you can choose from. 

Go thoroughly through the detailed discussion and compare real estate CRM tools to pick the best CRM system. Let’s begin.

1. Salesmate 

Salesmate is a real CRM supporting realtors/agents to save time with its automation suite and boost revenue with its values added features. 

It centralizes all the sales channels and customer communication processes in a single platform to help you provide an exceptional customer journey. 

Its best-in-class values, like omnichannel communication, contact management, automation journeys, pipeline management, sequences and many more, justify its place at the top of this list. 

If you’re a real estate business with issues like: 

• Scattered leads across various platforms  
• Poor lead generation and unable to track leads   
• Trapped in mundane tasks and lacking time to nurture potential leads   
• Poor follow-ups, which feel like leaving money on the table  
• Deals falling through the crack  
• Lack of visibility in team performance 

Then, Salesmate can be your one-stop CRM solution.

With Salesmate, you can; 

• Connect via omnichannel- Built-In Calling, Smart Emails and Text Messaging 
• Generate and capture qualified leads with lead generation tools 
• Score leads automatically and set up for auto-assign them to your agents 
• Nurture potential leads with personalized marketing campaigns 
• Create multiple pipelines to sell residential and commercial properties 
• Automate follow-up activities, scheduling meetings to save more time for selling  
• Identify roadblocks and deal with opportunities with custom dashboards and reports.  

Lastly, it gives you the mobility and feasibility of selling from anywhere via its Mobile CRM.   

Other features include: 

• Contact Management 
• Bulk texting and emailing 
• Power Dialer 
• Call recording and voicemail drop  
• Pre-built Text and Email templates 
• Shared Team Inbox 
• Sales Sequences 
• Sales Forecasting 

Marketing automation tools, Sequences, and Workflows are the reasons that make Salesmate a realtor’s favorite CRM, as you can replace hard worth with smart work. 

Pros 

• Extremely adaptable 
• Feature-rich real estate CRM tool 
• Affordable and powerful software for every realtor 

Customer review: 

“Easy to use, feature-packed affordable CRM platform!” 

Pricing (Billed-annually): 

Salesmate plans start at just $12/month/ per user.  

2. LionDesk 

LionDesk is a real estate CRM that enables realtors to execute their tasks quickly. In addition, it offers a contact management feature that helps you to manage all your contacts.  

It further lets you schedule your text and emails like Salesmate to ensure you save time and never miss any conversation.  

LionDesk ensures you never have to worry about forgetting any tasks with its task management feature.

There are many other values that CRM offers which make it one of the tools to consider while adopting one. 

Cons  

• Some users reported that the platform is usually glitchy and unusable in functioning 
• It even has sync problems with google contacts 
• High on pricing and less on features 

Pricing (Billed-annually): 

Its plan starts at $25/month. 

Salesmate vs. LionDesk comparison table: 

Features	Salesmate	Lion Desk
Built in Calling	Yes	Yes
Power Dialer	Starts at $40/user/month	Add on $99/month
Bulk texting	Yes	Yes
Live Chat	Via Add on	No
Meeting Schedular	Yes	Via Zapier
Shared Team Inbox	Yes	No
Contact Management	Yes	Yes
Lead Management	Yes	Yes
Deal Management	Yes	Yes
Marketing Automation	Yes	Yes
Automated Lead Distribution	Yes	Yes (round robin)
Email Automation	Yes	Yes
Sales Pipeline	Yes	Yes
Sales Activity Management	Yes	Yes
Reporting	Yes	Yes
Call recording	Yes	Add on $99/month
Pre-defined email and text template	Yes	Yes
Scheduled Emails & Texts	Yes	Yes
Email and text sequences	Starts at $24/user/month	No
Web Forms	Yes	Yes
Email tracking	Yes	Yes
Autoresponders	Yes	Yes
Voicemail Drop	Yes	Add on $99/month
Mobile CRM	Yes	Yes
24/5 Customer Support	Yes	Yes
Pricing	Starts at $12/month	Starts at $25/month

3. Follow Up Boss 

Follow Up Boss is a CRM designed especially for real estate professionals. It offers vast room to execute your tasks efficiently.   

You can sell better using its dialer, texting, and email features. You can automate these tasks and nurture leads with automation.  

Further, it also allows you to track your activities and prioritize the potential ones. In addition, you also have access to actionable reports to help you perform better. 

In all, it’s a great CRM but consists of certain drawbacks. 

Cons 

• It becomes highly expensive with costly add-on charges to avail basic features  
• It offers limited features and relies on integrations 
• The reporting tool can be improved in terms of customization 

Pricing (Billed-annually): 

The plans start at $57/month.  

Salesmate vs. Follow Up Boss comparison table: 

Features	Salesmate	Follow up Boss
Built in Calling	Yes	Add on $39/user/month
Power Dialer	Starts at $40/user/month	Add on $39/user
Bulk texting	Yes	Via integration
Live Chat	Via Add on	Yes
Meeting Scheduler	Yes	Yes
Shared Team Inbox	Yes	Yes
Contact Management	Yes	Yes
Lead Management	Yes	Yes
Deal Management	Yes	Yes
Marketing Automation	Yes	Yes
Automated Lead Distribution	Yes	Yes
Email Automation	Yes	Yes
Sales Pipeline	Yes	Yes
Sales Activity Management	Yes	Yes
Reporting	Yes	Yes
Call recording	Yes	Add on $39/user/month
Pre-defined email and text template	Yes	Yes
Scheduled Emails & Texts	Yes	No
Email and text sequences	Starts at $24/user/month	Yes
Web Forms	Yes	No
Email tracking	Yes	Yes
Autoresponders	Yes	Yes
Voicemail drop	Yes	Via integration
Mobile CRM	Yes	Yes
24/5 Customer Support	Yes	Yes
Pricing	Starts at $12/month	Starts at $57/month

4. Wise Agent 

Wise Agent is a sane CRM made by real estate agents and offers various features to ease your daily tasks.  

You can manage your lead efficiently using their lead automation function. It also provides a contact management feature to organize and simplify your communications.

You can manage your marketing activities with the marketing function it offers. Overall, it’s a good real estate CRM with certain disadvantages.  

Cons 

• Using the browser to get phone accessibility is a day-to-day grind 
• The real estate platform lacks features like live chat and multiple pipeline management 
• The pricing seems higher compared to the features it offers 

Pricing (Billed-annually): 

The plans start at $32/user/month. 

Salesmate vs. Wise Agent comparison table: 

Features	Salesmate	Wise Agent
Built-In Calling	Yes	Yes
Power Dialer	Starts at $40/user/month	Add on ($99/month)
Messaging & Bulk Texting	Yes	Yes
Email Marketing	Yes	Yes
Meeting Scheduler	Yes	Yes
Multiple Pipeline Management	Yes	No
Deal Management	Yes	Yes
Sales Goal Tracking	Yes	Yes
Reporting	Yes	Yes
Email Campaign Tracking	Yes	Yes
Sales Activity Management	Yes	Yes
Automatic lead Distribution	Yes	Yes
Marketing Automation	Yes	Yes
Sales sequence	Yes	Yes
Pre-Built Email & Text templates	Yes	Email templates only
Text and Email Alerts	Yes	Yes
Voicemail drop	Starts at $40/user/month	Add on $99/month
Call recording	Yes	Add on $99/month
Web Forms	Yes	Yes
Chatbot	Yes	Yes
Live Chat	Add on	No
Mobile Accessibility	App	Connect via Web
Customer Support	Yes	Yes
Pricing	Starts at $12/month	Starts at $32/month

5. RealGeeks  

RealGeeks is a real estate CRM formed to make agents close more deals. It offers various features to help you sell better.   

The track lead activity feature allows your agents to monitor their activity and keep track of tasks. In addition, you can automatically assign or re-assign leads using its agent lead routing.  

In addition, you can schedule appointments and get reminders, so you never miss any meetings.  

However, we encountered some inevitable issues with the tool as per customer reviews on platforms like G2, Capterra or Software Advice customers. 

Cons 

• Some users reported that the CRM isn’t user friendly 
• Unlike Salesmate, you cannot view all the lead detail on one page 
• Highly expensive compared to the other potential CRM options  

Pricing (Billed-annually): 

The plan starts at $299/month. 

Salesmate vs. RealGeeks comparison table: 

Features	Salesmate	RealGeeks
Pipeline Management	Yes	Yes
Reporting Dashboard	Yes	Yes
Tag Management	Yes	Yes
Custom Pipeline & Stages	Yes	No
Custom Deal Win Probability	Yes	No
Deal Insights	Yes	No
Deal Management	Yes	Yes
Bulk Emails	Yes	Yes
Bulk Texting	Yes	No
Built-In Calling	Yes	Yes
Web Forms	Yes	No
Mobile App	Yes	Yes
Termination Fee
Early Termination Fee	None	$500 early termination fee.
G2 Reviews
Ease of Setup	9.2	7.4
Ease of Admin	9.5	7.9
G2 Ratings	4.6	4.3
Pricing	Starts at $12/month	Starts at $299/month

6. BoomTown 

BoomTown is one of the go-to options when selecting a real estate CRM. This is an integrated platform to manage all your activities.  

The tool offers smart prospecting tools to help you identify potential leads and reach out to them. It further allows you to distribute leads through round-robin or agent-on-duty models.  

It also offers mobile CRM for easy accessibility. In all, BoomTown is a great tool but has some downfalls. 

Cons 

• Some users feel that the platform fails at doing justice to the price it charges 
• It doesn’t offer a good customer service  
• As per G2 and Capterra customer reviews, the platform is expensive 

Pricing (Billed-annually): 

BoomTown has custom pricing, so you need to contact the sales team. 

Salesmate vs. BoomTown comparison table: 

Features	Salesmate	Boomtown
Pipeline Management	Yes	Available from Core Plan
Reporting Dashboard	Yes	Available from Core Plan
Tag Management	Yes	Available from Core Plan
Custom Pipeline & Stages	Yes	No
Custom Deal Win Probability	Yes	No
Deal Insights	Yes	Yes
Deal Management	Yes	Yes
Bulk Emails	Yes	Yes
Bulk Texting	Yes	Yes
Built-In Calling	Yes	Yes
Web Forms	Yes	No
Mobile App	Yes	Yes
Termination Fee
Early Termination Fee	None	None
G2 Reviews
Ease of Setup	9.2	9
Ease of Admin	9.5	9.3
G2 Ratings	4.6	4.8
Pricing	Starts at $12/month	Unavailable on Website

7. kvCORE 

kvCORE is a smart CRM platform with powerful automation to engage with leads and close more deals.   

This platform is a centralized tool to manage and nurture all your leads. Further, it makes communication easy and ensures you get the right insights.   

You can automate your follow-ups and save time by organizing your tasks. 

However, the platform has some limitations.  

Cons 

• The platform isn’t much intuitive and user friendly  
• Customer support isn’t up to the mark 
• Some customers reported that the standards promised by the tool aren’t met  

Pricing (Billed-annually): 

Sorry, we couldn’t get the pricing, as it is not mentioned on the site. 

Salesmate vs. kvCORE comparison table: 

Features	Salesmate	kvCORE
Contact Management	Yes	Yes
Deal Management	Yes	Yes
Reporting	Yes	Yes
Reporting Dashboard	Yes	Via Integration
Pipeline management	Yes	Yes
Meeting Scheduler	Yes	Via Integration
Bulk email and texting	Yes	Yes
Power Dialer	Yes	Yes
Pre-built text and email templates	Yes	Yes
Marketing Automation	Yes	Yes
Sequences	Yes	Yes
Voicemail Drop	Yes	Yes
Web Forms	Yes	Via Integration
Chatbot	Yes	Via Integration
Mobile App	Yes	Yes
Overall ratings (Capterra)
Ease of Use	4.7	4.2
Customer Service	4.9	4.4
Value for money	4.8	4.4
Pricing	Starts at $12/month	Not Disclosed

8. Top Producer 

Top Producer is a profound CRM in real estate industry that helps you deliver a better customer experience. 

You get a 360-degree contact view to help you find all customer details on the go. 

It offers various prospecting and leads nurturing features.  

You can speed up your follow-up process with built-in texting and integrated email. Further, never miss meetings by syncing your everyday calendar, contact, and emails. 

While Top Producer CRM is a reputable CRM tool with so many efficient features, there are certain areas the platform needs to improve.

Cons  

• The mobile app has limited features 
• The user experience is avoided to an extend 
• Poor customer service and too expensive for basic features 

Pricing (Billed-annually): 

The plan starts at $109/user/month. 

Salesmate vs. Top Producer comparison table: 

Features	Salesmate	Top Producer
Deal Management	Yes	Yes
Multiple Pipeline Management	Yes	No
Tag Management	Yes	Yes
Sales Forecasting	Yes	No
Dashboard & Reports	Yes	Yes
Custom Deal Win Probability	Yes	No
Bulk Emails	Yes	Yes
Built-In Calling	Yes	Yes
Built-In Texting	Yes	Yes
Web Forms	Yes	Yes
Call Reporting	Yes	Yes
Shared Team Inbox	Available from $24/user/month	No
Live Chat	Add On	Yes
Automation Journeys	Add On	Yes
Meeting Scheduler	Yes	No
Mobile App	Yes	Yes
G2 Ratings
Meets Requirements	8.9	6.1
Ease of Use	9	5.7
Ease of Setup	9.2	5.6
Ease of Admin	9.5	6
Quality of Support	8.6	6.7
Pricing	Starts at $12/month	Starts at $109/month

9. Pipedrive 

Pipedrive is a sane sales CRM for realtors. It offers valuable features to enhance your sales goals. In addition, CRM provides various tools to ease your sales.   

Its top sales features include automation, customization, integrations, and reports. Your reps can close more deals and automate the process.   

Lastly, create customized sales reports. Though Pipedrive is a solid CRM platform with so many positive facets, some aspects still need improvement. 

Cons 

• The CRM offers limited features, e.g., it lacks a shared inbox 
• Lacks good data visualization tools for more satisfactory reports 
• The tool offers poor customer service 

Pricing (Billed-annually): 

The essential plan starts from $14.90/user/month.  

Salesmate vs. Pipedrive comparison table: 

Features	Salesmate	Pipedrive
Deal Management	Yes	Starts at $ 19.90
Multiple Pipeline Management	Yes	Yes
Sequences	Yes	Starts at $19.90
Sales Forecasting	Yes	Starts at $ 39.90
Reports	Yes	Yes (Limited)
Power Dialer	Yes	Via Integration
Bulk Emails	Yes	Starts at $19.90
Built-In Calling	Yes	Starts at $39.90
Built-In Texting	Yes	No
Web Forms	Yes	Add-on
Text Reports	Yes	No
Shared Team Inbox	Available from $24/user/month	No
Live Chat	Add On	Add On
Workflow Automation	Yes	Starts at $19.90
Meeting Scheduler	Yes	Starts at $19.90
Mobile App	Yes	Yes
G2 Ratings
Ease of Use	9	8.9
Ease of Setup	9.2	8.7
Quality of Support	8.6	8.3
Pricing	$12/month	$14.90/month

10. Nutshell 

Nutshell is a great real estate CRM to help you close deals faster. It offers various features to help you and your agents save time and resources.   

It offers sales automation to enhance your sales process and save you time. You can automate tasks right from initial qualification to final negotiations.  

It also offers easy-to-use and customizable reports to help you get the required insights.  

You can even meet marketing goals with beautifully designed emails to your prospects. However, there are some areas the tool needs to work upon.

If you are running a real-estate agency, using an agency CRM is advisable that is specifically designed to cater the needs of agencies.

Cons 

• Some users have noted that customer support is weak 
• Occasional bugs and glitches in mobile and web applications 
• Nutshell CRM’s pricing seems higher than other market options 

Pricing (Billed-annually): 

The plans start at $16/user/month. 

Salesmate vs. Nutshell comparison table: 

Features	Salesmate	Nutshell
Marketing Automation	Add On	Via Integration
Workflow Automation	Yes	Starts at $42
Multiple Pipeline Management	Yes	Starts at $42/user/month
Sequences	Yes	Starts at $42/user/month
Sales Forecasting	Yes	Starts at $42/user/month
Reports	Yes	Yes (limited)
Text Reports	Yes	No
Bulk Emails	Yes	Yes
Built-In Calling	Yes	Yes
Text Messaging	Yes	Via integration
Web Forms	Yes	Via Integration
Live Chat	Add On	Via Integration
Meeting Scheduler	Yes	Via Integration
Mobile App	Yes	Yes
G2 Ratings
Ease of Use	9	8.7
Ease of Setup	9.2	8.5
Quality of Support	8.6	8.6
Pricing	Starts at $12/month	Starts at $16/month

Hope this was insightful! 

Wrapping Up 

A real estate CRM is a powerful tool to help realtors streamline their workflow, manage leads, and close more deals.   

Also, building a good customer relationship to get more selling opportunities is a top priority of a real estate agent. And the best real estate CRM tool can help you achieve this success.

Now, you know the features to consider when selecting the best real estate CRM. You can easily pick the right one from the list of real estate platforms mentioned.   

If you want to set your real estate business on autopilot to get more opportunities, try Salesmate at just $12/user/month.   

So, witness your real estate business growth with our 15-day FREE trial.   

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