Whether you’re a broker or individual agent, there’s a CRM you can use to start improving how you interact with your clients. The best part is, these systems are downloadable and affordable.
Choosing the right CRM is one of the most important decisions a real estate agent can make. A good CRM makes it easier for agents to manage their contacts, follow up with leads, schedule appointments and much more. But with so many CRMs on the market today, finding the best CRM can be hard. I have tested several CRMs in the past and this post showcases my favorites and why I like them.
Wouldn’t it be great if your real estate investment business didn’t involve the tedious administrative and mundane tasks required to stay compliant with a government regulatory agency, and in turn boost efficiency by increasing team collaboration and better manage your listings?
Best CRM For Realtors
A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. The best real estate CRM will be specific to the industry with features like email and text messaging, lead follow-up tools and click-to-call capabilities.
There are many CRM tools available to businesses right now and many of them could be customized to fit the needs of real estate agents, even if they aren’t made specifically for the industry. However, there are tools that make the CRM more effective for agents, which are included in some CRMs. We’ve put together a list of our favorite CRM tools for real estate agents today, all of which are built for their specific needs.
- Task automation
- Call tracking tools
- Email templates
- Free option
Our all-in-one CRM is designed to grow with your business, making your job easier every step of the way. With features such as contact management, email templates, and meeting scheduling, HubSpot CRM is designed to help you sell faster and better.
Its features include email templates, call tracking tools, sales automation capabilities, and pipeline management systems. You can also automate tasks, create a personalized appointment scheduler, add live chat to your website, and integrate the CRM with your company’s apps and tools through our App Marketplace.
HubSpot CRM is part of Sales Hub and can be bundled with Marketing Hub, CMS Hub, and Service Hub for even greater functionality. This tool is ideal for real estate agencies that want to scale while keeping all of their systems unified in one place.
Pricing: Free; $45/month (Starter); $450/month (Professional); $1,200/month (Enterprise)
2. Zillow Premier Agent CRM
- Mobile app
- Listing exclusivity
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 that allows you to respond to leads and run your business on the go.
Its productivity features include tasks, custom notes, and reminders. If you use the Zillow CRM, you’ll be the only agent prospective home buyers see on your property listing, eliminating competition. One potential drawback is that this tool is connected only to Zillow and no other residential real estate websites.
3. Salesmate for Realtors
- Connect with multiple lead sources
- Communication channels including email, calls, texts, conferencing
- Automate follow-ups, communication, and marketing campaigns
Salesmate is a versatile CRM & Automation Platform for sales, marketing, and CX teams. The platform is widely used by multiple industries, but a vast majority of its customers are from real estate.
You can easily connect Salesmate with multiple sources and bring leads directly into CRM. Once the leads are in, you have an easy deal and pipeline management. You have all the necessary communication tools inside Salesmate to close more deals.
With Salesmate, you can also automate everyday tasks, communications, follow-ups, and marketing campaigns.
Pricing: $12/user/month (Starter), $24/user/month (Growth), $40/user/month (Boost), Custom (Enterprise)
- Unlimited document storage
- Easy collaboration
- Integrates with Zendesk and Google Drive
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 track your leads based on where they are in the sales process, giving you maximum visibility for your pipeline.
You can also track your sales, marketing, and service efforts in one platform, allowing you to create a consistent client experience from the moment a prospective buyer reaches out to you. This software tool integrates with social media networks, helpdesk solutions such as Zendesk, and productivity apps such as Gmail and Google Drive.
Pricing: Free; $8.99/user/month (Starter); $29.99/user/month (Regular); $47.99/user/month (Enterprise)
5. Streak CRM for Real Estate
- Works directly from your Gmail inbox
- Easy Chrome install
- Performance tracking
Are you a Google Workspace 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.
You can use this CRM directly on your Chrome browser, shortening onboarding significantly by removing the adoption phase. Simply install the free extension and you’re ready to use the tool with your Google apps.
The free and Solo versions come with powerful features such as pipeline management, email tracking, automatic email categorization, tasks, and reminders. The Pro and Enterprise versions offer more advanced functionalities such as reports and access to the Streak API.
Pricing: Free; $15/user/month (Solo); $49/user/month (Pro); $129/user/month (Enterprise)