CRM SOFTWARE FOR REAL ESTATE

Close more deals, improve your team’s productivity, and build lasting customer relationships with our award-winning CRM. 

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A CRM, or Customer Relationship Management for real estate is a platform to centralize all sales channels and customer communication processes in one platform.

A real estate CRM makes it easier to find and manage customer data, send follow-up emails, set reminders, and schedule appointments. Tasks like these can also be automated to make you more efficient.

  • Real estate CRMs effectively put data and customer management processes in place.
  • They also make tracking and analyzing data easier through visualization tools to help you make better decisions. 
  • Real estate CRMs help you Identify pain points and make your business efficient and profitable in the long run.
  • Overall, a CRM for real estate improves operational efficiency, makes the sales process fluid, and improves your revenue.
Are you facing any one of these challenges? If yes, you need Salesmate.
  • My team does not know how many leads we received this month
  • All my leads are scattered across various platforms
  • ⏱️ My agents don’t have time to nurture each lead
  • It’s not clear which leads are hot and important at this moment
  • 💰 We are literally leaving the money on the table
  • 🤞 Follow-ups are inconsistent and often forgotten
  • 📈 We can grow our sales if we can engage with leads & follow-up more
  • 🙄 Good deals are falling through the cracks, and I don’t even know
  • We don’t have much visibility in our sales and team performance

Here are a few important things to keep in mind before choosing the best real estate CRM software for your organization:

  • Evaluate the requirements of your team and organization.
  • Boil down the features that you primarily want to utilize and pick 5-6 best options
  • Check if your financial resources and the cost of the software are aligned
  • Test all the options with their free trial plans and see if it’s a right fit for your organization
  • Finally, examine the performance and efficiency of each software
  • Discuss with your team, and pick the most suitable option 🏆

CRM for realtors: A quick comparision

What are the best CRM for real estate
in the market?

Compare the values and market response from the top CRM for realtors.

Featuressalesmate Top Producer ixactContact Realvolve Follow up boss
Meets Requirements 8.8 6.1 8.7 7.6 8.4
Ease of Use 9 5.7 8.4 6.1 8.7
Ease of Setup 9.2 5.6 8.5 6.1 8.4
Ease of Admin 9.5 6 8.9 7.5 8.9
Quality of Support 8.6 6.79 7.3 8.5
Ratings 4.63.14.53.74.4
Pricing Starts at$12/User/MonthStarts at$60/User/MonthStarts at$38/User/MonthStarts at$94/User/MonthStarts at$69/User/Month
I have tried many big CRMs for Real Estate, but Salesmate has been much better and more customizable to my business model!
David S.
David S. Verified Verified Customer
No other CRM we had evaluated was as good as Salesmate in terms of features, pricing, and value for our team!
Jaime N.
Jaime N. Verified Verified Customer

Top 5 CRMs for real estate that you can
consider for 2023!

  • Salesmate
  • Top Producer
  • IXACT Contact
  • Realvolve
  • Follow Up Boss

The all-in-one CRM for real estate businesses and realtors

Communication

Use Built-in Calling, emails, texts, and meetings to connect with your leads. Find everything in your CRM!

Pipeline Management

With Salesmate’s best-in-class pipeline management, create custom sales pipelines and be fully aware of each deal in its customer journey. 

Automation Journeys

Drive highly personalized campaigns in minutes using drag-and-drop automation journey builder.

Sequences

Automate all your follow-up activities, such as emails and texts. Spend more time building meaningful relationships, and let Salesmate take care of the rest. 

Mobile CRM

Salesmate has amazing iOS & Android mobile apps. They allow seamless access to vital CRM data on the go, so agents can easily connect with leads, anytime!

Manage Everything from Gmail

Innovative real estate software solution.

Smart Follow-up System

With robust search/sorting tools and a dedicated Follow Up Coach, you can eliminate the uncertainty of whom to contact next.

Lead Response

Automate your followup messages and emails to nurture leads better and send messages at the right time. 

Dynamic Workflows

Create dynamic workflows, step-wise plans, and send timely follow-ups.

Transaction Management

With transaction management in Top Producer, real estate businesses and sales reps can deliver great services from the first interaction to the finalized deal. 

Lead Management & Routing

Keep all your leads from various sources in one centralized platform. Broadcast leads to teams and oversee who’s communicating with the lead. 

Top Producer

Easily manage your contact information, communications, active business and online presence.

Email Marketing

Create automated drip campaigns, send newsletters, and easily evaluate the hot leads. 

Teams

Smoothly assign leads to your top sales reps in your teams and ensure everyone is on the same page. 

Social Stream

With the add-on, Social Stream to IXACT Contact, automate the process of discovering high-quality content and building social media presence. 

Contact Management System

Organize your database with contact intelligence, view pipelines, and connect with the right leads every day. 

Agent Website

Build your own mobile-friendly website with IXACT Contact’s website builder. Change layouts, themes, and other brand elements easily. 

IXACT Contact

A flexible real estate CRM with emphasis on teams.

Communications

Manage all your communications in one place, from sending customized bulk emails to assigning tasks.

Calendar and Tasks

Stay updated on important dates and deadlines, be in sync with all your important events, and use workflows to arrange repetitive tasks.

Contacts

Keep a record of each contact’s detailed information, communicate with them directly from the application, and track referrals and lead sources. 

Tasks and Commissions

Easily keep track of important tasks/activities, and calculate net commissions on each transaction

Imports & Sync

Import vital information, and sync your contacts, calendar, and tasks with Google Apps. 

Realvolve

Manage everything from lead capturing, lead distribution to reports in one place.

Lead Distribution

Import all your Google Contacts and other important information in Salesmate without juggling between different G Suite apps.

Smart Lists

No need to sign in to Gmail if you want to send an email. Salesmate syncs with your Gmail account and helps you send, receive, and track emails directly from Salesmate CRM.

Team Inbox

Sync your Google Calendar with Salesmate to schedule meetings with your prospects and set reminders. No need to switch between apps. Focus more on closing deals!

Leaderboard

Discover top performers with their commissions. Prioritize who needs a helping hand in your team.

Mobile App

With iOS and Android applications from Follow Up Boss, access the CRM data remotely.

Follow Up Boss

Why Salesmate is the best real estate CRM?

How Salesmate helps real estate
teams create customers for life!

LEAD MANAGEMENT & OUTREACH

Capture leads from listing platforms such as Zillow, Redfin, Realtor, and your website and organize them in a single place.

Auto-assign leads to your agents and start outreach in minutes using advanced automation.

  • Lead Generation Tools
  • Auto-lead Assignment
  • Lists & Segments
  • Rich Contact Management
Automatically capture and distribute all your leads
Automate follow-ups and engagement with a personal touch

Automated follow-ups

Put your follow-ups on auto-pilot.

Convert more leads into loyal customers with personalized emails, texts, calls, and campaigns.

  • Bulk Emails & Text
  • Email & Text Sequences
  • Pre-made Templates
  • Track Sequence Performance

Calling and Texting

Use the industry’s best communication features to engage with your buyer and seller using texts and calls.

Get your favorite local numbers and start making calls. As simple as that!

  • Built-in Calling & Texting
  • Power Dialer
  • Pre-record Voicemails
  • Auto Call Recording
  • Call Forward & Transfer
Reach more customers with real estate calling & texting
An award-winning software that is top-rated by customers

Hundreds of awards and thousands of customer rating across all industry outlets.

CRM Software
CRM Software
CRM Software
Best Support
Best Support
CRM for Startups
CRM for Startups
CRM Software
CRM Software
CRM Software
CRM Software
  • 15-days free trial
  • Cancel anytime
  • No credit card required
Build a strong sales pipeline for buyers, sellers, renters, refinance, and more

SALES PIPELINE & ACTIVITY TRACKING

Create multiple pipelines with customized labels and easily manage deals with drag and drop.

Keep deal value, pipeline value, and stage value right next to you!

“I have tried, literally, more than 50 CRMs and Salesmate is the best I have found!
Commission Funding LLC
roy Weinberg Commission Funding lLC

SALES AUTOMATIONS & WORKFLOWS

You can automate your entire sales process by eliminating the repetitive tasks of assigning leads, setting up notifications, sending greetings, signing contracts, scheduling closing tasks, and much more. 

  • Onboard clients with a Welcome Email 📧
  • Send a reminder email for open houses 🏠
  • Show the best properties in an area 🌴
  • Send thank you email after closing deals 🤝
Get more productivity & revenue at each stage and for every agent
Grow your real estate business with actionable insights

Sales reports

Use insights to understand and improve the performance of the real estate team and business at each stage. Coach your agents with actionable intelligence and feedback.

  • Report Library
  • Custom Reports
  • Campaign Insights
  • Custom Dashboards
  • Goal Tracking
  • Sales Forecasting

MOBILE CRM FOR REAL ESTATE

Keep up with your leads, follow-ups, and customers even when you are on the road. Try the industry-best sales app for mobile and tablet devices.

  • iPhone & iPad iPhone & iPad
  • AndroidAndroid
  • Inside GmailInside Gmail
  • G-Suite AppsG-Suite Apps
Sell from anywhere

Salesmate is the only platform your
real estate team needs!

Power Dialer
Power Dialer

Automatically dial your contacts for 3x productivity

Automated Workflows
Automated Workflows

Automate the sales activities, emails, assign deals and more

Team Inbox
Team Inbox

Improve team collaboration and boost efficiency

Voicemail Drop
Voicemail Drop

Auto-drop your pre-recorded
messages over voicemail

Call Recording
Call Recording

Record calls for crucial information and training purposes

Activity Tracking
Activity Tracking

See how the team is performing their sales activities

Text and Email templates
Text and Email templates

Forget about writing your emails and texts from scratch

Contact Management
Contact Management

Get 360° view of all your contacts and companies

Sales Reports
Sales Reports

Grow your business with sales data and not assumptions

SIMPLE PLANS & TRANSPARENT PRICING

Save massive money with Salesmate!

You don’t have to spend thousands of bucks annually for a solid CRM. Choose from our simple plans.

Starter
Build & organize your sales function

$12

per user/month
$144, billed annuallyOr $15 per user if billed monthly
Growth
Automate sales and close more deals

$24

per user/month
$288, billed annuallyOr $30 per user if billed monthly
Boost
Most PopularBecome a revenue machine

$40

per user/month
$480, billed annuallyOr $50 per user if billed monthly
Enterprise
Perfect fit for enterprise sales teams

Custom

Connect with our sales team for enterprise pricing.

Frequently Asked Questions

Got questions? Find answers!

How does a CRM help real estate agents?

A real estate CRM provide agents with a comprehensive suite of features to streamline the entire sales process that helps real estate agents stay organized, and more productive.

For example, using the sales pipeline feature within a CRM, agents can quickly capture leads and track activity throughout their buying or selling journey.   

Additionally, CRMs provide agents with powerful analytics to identify trends in their sales reports, and help them make better decisions when targeting potential clients. 

Why do real estate agents need a CRM?

Real estate agents need a CRM because it helps them to manage their interactions with prospects, stay organized, and close more deals to generate more revenue.

With a CRM in place, agents can capture leads, track their activities, and communicate with prospects through various channels such as email, and texts.    

In addition, agents can organize information about properties for sale or rent, and view reports that allow them to measure the success of their activities.

What features should I look for in a real estate CRM?

When selecting CRM software for real estate agents, it is essential to consider the most relevant and beneficial features as per your business needs.    

Below are some of the key features to look for:    

  • Lead capture and conversion   

Look for a CRM that easily captures leads from multiple sources and brings all the data into the CRM as contacts and companies.    

  • Contact database management   

A CRM should provide an organized way of managing contact information, including contact details, notes, conversation history, etc. This gives the user a complete overview of their interactions with a prospect.    

  • Automated workflows  

A realtor CRM should provide automation tools that help agents to manage their daily tasks more efficiently. For example, automated workflows can automate lead nurturing, follow-up emails, and appointment reminders.   

  • Reporting and analytics  

CRM reporting and analytics allow agents to evaluate their success, identify customer behavior trends, and monitor sales performance. For example, the sales pipeline report shows you how deals progress through every pipeline stage.   

  • Integration  

Look for CRM software that integrates with other tools you use, such as email marketing platforms, project management systems, social media platforms, and other third-party software. This allows you to manage all your data in one place for a streamlined workflow.

What are the benefits of using a CRM for real estate?

CRM for real estate provides several key benefits, including:   

  • Increased efficiency   

CRM software helps agents streamline their workflow and increase efficiency by automating tasks and managing leads and contacts in one organized system.   

  • Improved communication  

A CRM system for realtors helps manage contact information, which allows real estate agents to communicate more effectively with their prospects.    

A realtors CRM system helps agents engage with their prospects through various channels like SMS marketing, email marketing, and social media. Communication is key in the sales process, and a CRM makes it easier to keep track of customer interactions.    

  • Better lead management  

 CRMs provide tools that help real estate agents manage leads and nurture them throughout the buying journey. This enables agents to focus on the most promising prospects, improving their sales performance and increasing revenue.   

  • Increased customer satisfaction  

CRM software in real estate helps agents provide better service to their prospects. (Using CRM tools) With the right CRM tools in place, agents can respond quickly to inquiries, stay up-to-date on prospect needs, and maintain positive relationships with their prospects.    

  • Scalability  

A CRM is a scalable solution that can be adapted to the changing needs of real estate agents as their business grows. In addition, CRMs can be customized to fit an organization’s unique needs, so agents can grow their business without needing to invest in additional software. 

What is commercial real estate and how brokers can choose one?

Commercial real estate refers to properties that are used for business activities, such as office buildings, shopping centers, warehouses, industrial spaces, and hotels. These properties are different from residential properties as they are designed to meet the specific needs of businesses and are used for commercial purposes. 

Choosing the right commercial real estate property for their clients can be a challenging task for brokers. Here are some steps that brokers can follow to make the best choice: 

  • Assess their clients’ needs: Brokers need to understand their clients’ specific requirements and preferences in terms of location, size, and amenities. This includes understanding the client’s business operations, target market, and financial goals. 
  • Research the market: Gathering data on available properties and the current market trends in the area is crucial for brokers. This can help brokers understand what properties are available, what prices they are being offered at, and what their clients can expect. 
  • Inspect properties: Physically inspecting the properties is an important step in the process. Brokers should take the time to inspect the property in person and evaluate its condition, location, and potential. 
  • Analyze financial information: Brokers should also analyze the financial information of the property, including its rent roll, operating expenses, and current market trends. This information can help brokers make informed decisions about the property’s potential for return on investment. 
  • Negotiate terms: Once brokers have found the right property, they should negotiate the terms of the lease or sale agreement with the landlord or seller. This includes negotiating the rent, length of the lease, and other important terms and conditions. 

By following these steps, brokers can make informed decisions about which commercial real estate property is best for their clients. 

What are the steps to choose the best real estate CRM software?

When selecting CRM software for a real estate business, it is important to consider your business needs and budget. Here are some of the key things to consider:    

  • Features   

Before settling on any CRM software, thoroughly assess the features each one offers to ensure it meets your business needs. Look for CRMs with features such as automated workflows, lead scoring and nurturing features tools, customer segmentation, contact management, marketing automation, and more.    

  • Affordability   

The cost is one of the most critical factors when selecting a CRM tool for real estate. Be sure to compare different options, and additional costs such as set-up, customization, training, and ongoing support.     

  • User experience   

The CRM should provide an intuitive and user-friendly experience for you and your team. Ensure the interface is easy to navigate, features are easy to access, and reports are easy to generate.     

  • Security   

The CRM you choose should have robust security measures in place to protect your data and information. Be sure to look for platforms that are compliant with industry standards and regulations.     

  • Support   

Look for a CRM provider that offers timely support and assistance through live chat, phone, or email. This will ensure any issues you encounter can be quickly and easily resolved.     

  • Integration   

A good CRM for realtors should be able to integrate with your social media accounts, and other third-party programs. Integration is key for making sure different departments in large organizations can work together seamlessly.  

Which is the most popular CRM software for realtors?

The best CRM software for real estate brokers can greatly improve their efficiency and productivity. Some of the top CRM software for real estate brokers include:

Salesmate CRM

Salesmate is a cloud-based best CRM software for real estate agents that help real estate sales teams increase efficiency, boost sales performance, and build lasting relationships with prospects.

With Salesmate, you can quickly connect to multiple lead sources and get them straight into CRM. The platform also offers automation tools to streamline your entire sales processes, such as sales, marketing, and customer success process.

LionDesk

LionDesk is the perfect customer relationship management system, providing a user-friendly interface and integrated systems to streamline your business processes.

With LionDesk, you’ll have one login connecting you with all your essential tools. In addition, this cloud-based platform offers various features, including drip campaigns, task reminders, bulk text messages, and much more.

Follow Up Boss

Follow Up Boss is a comprehensive CRM platform that helps real estate agents manage their leads, track deals, and communicate with prospects. Its comprehensive capabilities allow users to close deals more easily, and expand their business in an organized manner.

With Follow Up Boss, you can customize workflow automation to keep your sales process on track. In addition, more than 200 real estate lead providers are integrated into the app, including Ylopo, Realtor.com, Zillow, and Realtor.com.

Wise Agent

Wise Agent is the optimal real estate CRM solution for any agent, as it offers many features designed to make your job easier. It includes contact management, lead automation, transaction management, time management, and many more.

This application features a user-friendly email signature generator, enabling you to effortlessly add your real estate signature to all of your emails.

Top Producer

Top Producer is an industry-leading web-based CRM system that empowers real estate agents and brokerages to build meaningful relationships with their prospects.

From initial contact through long term repeat business, it helps you manage every aspect of customer follow up – ensuring maximum efficiency and personalization for every client interaction.

It offers various features such as transaction management, lead management, email marketing, marketing automation, and many more.

 

Why Salesmate is the best CRM for real estate agents?

Salesmate is the best CRM for real estate agents because it offers comprehensive features, advanced security measures, and great customer service.     

Salesmate is the perfect CRM for sales teams who need to connect with multiple lead sources. With Salesmate, you can easily manage your deals, pipelines, communication channels, and more.    

In addition, it can be easily integrated with other tools, making it the perfect CRM solution for real estate agents.  

 

How much does a real estate CRM cost?

The cost of a real estate CRM will vary depending on the features and services you need. Generally, most CRM software solutions are offered on a subscription basis and range in price from $12 to $150 per user per month.     

However, some providers offer discounts for yearly subscriptions or additional discounts for teams with more than one user. Additionally, many CRMs offer a free trial, so you can test the platform before committing to it.     

It’s important to consider your budget and business needs when choosing a real estate CRM. Then, compare different options and make sure that the features offered are worth the price. By doing this, you can find the best CRM for your business.

 

How does Salesmate CRM help automate the real estate sales process?

Salesmate is essential to improve operational efficiency within a real estate organization. It helps streamline the entire sales process within a unified platform.    

With Salesmate, agents can quickly capture leads, schedule meetings, track activities, manage the sales pipeline, make automated calls, and even send personalized emails based on prospects’ behavior and actions. All of this is done from a single platform so that real estate agents can focus on their business without worrying about juggling multiple tools.   

Additionally, agents can track their performance with detailed reports and dashboards. It helps them identify improvement areas and stay organized with their daily tasks.   

Also, Salesmate offers robust integrations with apps such as Zapier, Mailchimp, Google Calendar, PandaDoc, and DocuSign, further enhancing the CRM platform’s automation capabilities.   

With Salesmate, real estate agents can cut down on time-consuming manual tasks, and focus on what matters most – making more sales!   

Overall, Salesmate is an excellent tool for automating the real estate industry and is sure to become an invaluable asset in any agent’s arsenal. Salesmate makes it easy for agents to stay organized, motivated, and on top of their game with its powerful automation capabilities.