Real estate CRM software is increasingly becoming more important to real estate agents' daily work and their brokerages' success.

Developers of these tools design these software solutions to help realty professionals efficiently manage their businesses in a single platform.

With CRM software, data or important information is stored in the cloud. This way, real estate agents can access them on the road or in their offices.

Products rated as the best CRM for real estate are effective and customizable. They fit real estate professionals' needs. Plus, these top platforms improve communication personalization and prevent wasting time.

Readers of this article will learn more about the software for real estate CRM, including this technology's nature and benefits. They will also discover the five best CRM platforms for real estate.

What Is CRM Software in Real Estate?

Real estate CRM software is a system that helps real estate agents manage their communications with customers and leads. CRM refers to customer relationship management.

The platform assists users in managing the relationships between real estate agents, real estate property buyers, sellers, and brokers. It also includes aiding the relationship between real estate agents, financial institutions, and real estate developers.

Real estate CRM platform packages offer different features. In general, CRM tools can help with the following tasks:

• Managing, attracting, and retaining clients;

• Streamlining transactions;

• Closing deals on time;

• Uploading contracts and documents;

• Calendar management;

• Real estate leads management;

• Contacts management;

• Lead generation campaign tracking; and

• Staying on top of real estate developments and trends.

Moreover, CRM software systems provide users seamless access to different real estate lead portals.

They can help in managing incoming requests and preparing price quotations. Real estate companies benefit from CRM platforms that manage end-to-end processes.

What Is the Benefit of CRM in Real Estate?

Real estate agents benefit from using real estate CRM platforms in many ways. These tools cater to the needs of realty companies and professionals.

Besides growing a real estate business and helping agents stay organized, the following are the other advantages of using CRM software:

1. Management of present and future real estate leads

Using a real estate CRM tool is helpful when real estate agents deal with many leads at a time. It aids the professionals in keeping track of each of the leads during their juggling act.

Furthermore, CRM software lets real estate agents communicate quickly with possible clients.

It enables real estate professionals to discuss matters with their potential customers as they get closer to the latter's anticipated property buying date.

2. Data organization

The best CRM for real estate delivers well by functioning as a one-stop information database. It assists real estate agents in tracking huge amounts of data, advertising, and business metrics.

The software does this task while keeping everything for the real estate agent easy to use and organized. Additionally, CRM tools help in real estate contract management.

Agents can upload these documents into the system. Then, the latter helps in managing transaction deadlines.

CRM software also allows agents and clients to view contracts and other essential documents. It lets these users ask queries.

3. Real estate property tracking

Many prospective real estate clients engage with trusted realty websites. They use these portals to find properties they want to purchase or view.

Many CRM software for real estate can integrate real estate web pages into them. This advantage enables prospective clients to have the convenience of viewing only one website.

The top CRM programs also enable agents to stay on top of the market in their location by letting them view all the properties included on those websites. Present and potential customers can stay updated.

5 Best Real Estate CRM Software

The real estate business is all about building trust between clients and realtors because buying or selling real estate property is a long process.

It includes many re-negotiations and follow-ups happening between the real estate agents and their customers. In these scenarios, using the top-rated CRM for real estate is efficient.

These tools aid in building successful client relationships, closing deals, and more while users can maximize their time.

The following five best real estate CRM solutions offer these benefits and more to users:

1. Realvolve

Realvolve is one of the best real estate CRM software considered the most customizable. Real estate agents can relish many features they need to make their work more seamless.

Realvolve offers a CRM platform for real estate that is an all-in-one solution. It blends emerging technologies and elegant designs that evolve as users do.

Realvolve's CRM tool offers the following benefits to users:

a. Customized workflows

Realvolve's workflows automate users' communications. This customized feature includes personalized dashboards.

Realvolve's workflows assist real estate agents in getting their communications and workspace exactly how they would like them to be.

b. Templates Library

Realvolve's developers put together a library of templates for campaigns and workflows. This feature is for scenarios when users are unsure of how to set up things. The templates spark users' ideas.

c. Free trial

Real estate agents who want to sample Realvolve's CRM tool can avail of the free trial. This offering lasts for two weeks.

Realvolve equips agents and teams to scale their enterprises. The CRM software decreases effort and time on communication, processes, and tasks.

The Realvolve platform is ideal for individual agents who need many customization features. It is also beneficial for those seeking assistance in determining when and how to communicate with customers or leads.

2. Chime

Users of the Chime CRM software recommend this solution for its rich functionality. Its breadth of features offers real estate agents control over much of the client's nurturing procedure.

Moreover, as one of the top CRM tools used in the real estate industry, Chime offers more than lead generation. This software aids in managing and communicating with leads without users leaving the platform.

The Chime real estate CRM solution has the following advantageous features:

a. Equipped with AI technology

Chime's intelligent recommendations compute how and when a real estate agent should contact leads to maximize their likelihood of closing a deal.

The Chime CRM's AI assistant is a lead qualification chatbot that takes the manual job away from users. This productivity-enhancing platform enables agents to repurpose their energy into closing deals and relationship-building.

b. Sales process automation

Chime's workflow automation advantage can carve out time for real estate teams. These users can then concentrate on turning data into improved strategies. They can also focus on their one-on-one ties with their clients.

The Chime CRM software customizes workflows to streamline property buyers' journeys. This benefit can include a follow-up call from a real estate agent or an automated email message on registration.

Moreover, users can import existing leads from a huge choice of sources. This lead nurturing feature includes contact databases like Salesforce and Google or real estate platforms like Zillow.

It covers the basics of editing and storing contact information. Chime helps real estate agents move their leads along their sales funnels.

3. Follow Up Boss

Developers of the Follow Up Boss real estate CRM software designed this system to manage the whole lifecycle of a real estate agent's relationship. This connection is from new leads or possible clients through past customers and spheres.

The Follow Up Boss system is a simple sales software. Real estate teams that chose it can do follow-ups faster and more frequently. They can also follow up with the clients and leads most likely to convert into revenue and sales.

Solo real estate agents, top-performing real estate teams, and e-leads teams from larger brokerages recommend Follow Up Boss because of the following benefits:

a. Flexibility and integrations

The Follow Up Boss software offers real estate teams a flexibility level that many CRMs cannot give to their users. This solution's many easy integrations include IDX websites.

Plus, the Follow Up Boss CRM tool has email marketing services and lead generation platforms among its integrations. Real estate teams enjoy many choices for agents at various levels.

Additionally, the Follow Up Boss real estate CRM platform is easily customized. As real estate teams' needs change, this tool also adjusts.

b. Allows database safekeeping

Real estate agents spend a lot of money and time developing a database-generating business for many years. Their capability to keep their information banks is important for their success.

Choosing the robust Follow Up Boss CRM software is helpful for teams because they can take this solution with them when they decide to use another CRM. The tool lets users download their whole list into a CSV file.

In this manner, real estate agents can upload their database to any other platform. The Follow Up Boss CRM software allows users to keep many notes and tags in their database. Hence, realty professionals will never lose the work they have put in.

4. Insightly

Being one of the best CRM for real estate, the Insightly CRM tool makes it easy for real estate teams to work together anywhere.

This cloud-based pipeline management and CRM software streamlines different tasks, workflows, and pipelines. This feature is for general project management or marketing and sales teams, depending on the plan users select.

The Insightly CRM is a popular choice in the real estate industry because of the following advantages it offers:

a. Customizable reports and dashboards

Users will benefit from Insightly's dashboard personalization feature. They can make their tasks easier with the brightly colored charts found on easy-to-read and customizable dashboards.

Thus, Insightly users can easily access the information they need and understand what they are viewing.

b. Workflow automation and integrations

Satisfied real estate professionals recommend Insightly because it automates their workflows from various segments on any given project. The CRM software also automates reports, tasks, and emails.

Real estate teams can access, use, and transfer data as needed. After all, Insightly integrates with multiple third-party applications.

This CRM software can fully integrate with Calendly, Asana, and 2,000 other widely used business tools to simplify juggling various applications. Real estate professionals can integrate the software solutions that make sense for them.

Insightly helps agents focus on finishing more tasks without missing a beat regarding the next steps to take.

5. RealtyJuggler

The RealtyJuggler real estate CRM software is one of the best CRM for real estate. This option turns leads into deals.

RealOrganized, Incorporated is behind the RealtyJuggler tool. This firm understands real estate professionals well. RealOrganized wants to help these teams in handling hundreds of details.

The RealtyJuggler CRM software helps real estate agents be more organized and less stressed. Using this tool is time-saving and similar to having a personal virtual assistant.

Users recommend RealtyJuggler because of the following advantages:

a. User-friendly

The RealtyJuggler CRM software does not require users to have special training. Real estate agents will find this solution straightforward and not awkward to use.

The easy-to-use real estate CRM also integrates with a website that a user selects. This feature makes it simple to transition between vendors and offices. Real estate teams also do not have to start over with their contact and database management.

b. Customer support and training

Broker CRMs often do not have the necessary features. Plus, real estate professionals cannot take their data with them if they decide to use another platform or change their jobs.

With RealtyJuggler, users can access friendly customer support agents who are just a phone call away. Additionally, they will not feel overwhelmed, thanks to the CRM solution's complimentary one-on-one training.

Besides phone support, real estate professionals will also benefit from printed user manuals and video tutorials. Hence, these users can familiarize themselves with RealtyJuggler's essential and helpful features.

c. Affordable

The RealtyJuggler CRM software is a budget-friendly software solution. Real estate teams will not have a problem cost-wise in managing their business and relationships.

Prospective clients interested in test-driving the RealtyJuggler real estate CRM software will benefit from the 90-day trial. This offer is free.

Real estate professionals will just sign up. They do not have to use their credit cards. If they decide that RealtyJuggler is the appropriate solution for them, yearly membership costs merely US$179.

d. Rich in features

Real estate professionals will find the RealtyJuggler CRM software convenient. After all, it comes with many helpful features that make their work in the real estate industry easier.

The RealtyJuggler tool does not offer landing web pages or agent websites. It has a dated interface which is easy to learn and consistent.

Among the features of RealOrganized, Incorporated's CRM software that real estate professionals will benefit from are the following:

1. Real estate flyers

Users can make these informative materials for their listings. They will find these real estate flyers easy to create with predefined templates.

2. Rental management

Real estate professionals will find it easy to deal with expenses and rents, thanks to the RealtyJuggler real estate CRM platform. This solution also helps with work orders and administrative fees.

3. Real estate calculators

The RealtyJuggler CRM software helps qualify possible clients with seven real estate calculators. These tools include Rent-vs-Own, Mortgage Payments, and Max Loan.

4. Commissions and expenses

This feature lets users compute and track costs and commissions, including referral fees and splits.

5. Importing appointments and contacts

The RealtyJuggler CRM software allows users to import significant data from other organizers. These software tools include Top Producer, LionDesk, WiseAgent, and iXact Contact.

6. SMS texting

The RealtyJuggler CRM tool allows CRM texting. Real estate agents can send messages or chat with prospects and clients.

They will also get SMS or text messages and email notifications for new leads, deadlines, and appointments.

7. Letter library and drip letters

RealtyJuggler's comprehensive e-card and letter library allows real estate agents to embed video in their e-mail messages. This feature is suitable for bulk emails.

Users can also send time-release or drip letters or Printed Letters and Emails' sequences.

8. Transaction Management

Real estate professionals using the RealtyJuggler CRM tool can upload documents like scanned contracts for later retrieval anywhere.

9. Touch cycle

The RealtyJuggler CRM software lets users track prospects. They can also schedule follow-up calls. Besides providing follow-up reminders, the tool can build users' daily call lists.

Learn more about RealtyJuggler Real Estate CRM Software.

Realvolve, Chime, Follow Up Boss, Insightly, and RealtyJuggler are five of today's best CRM for real estate. Their outstanding features make them stand out against their rivals.

Developers of these real estate CRM software options understand the challenges teams encounter. Thus, they created solutions that make real estate teams' jobs easier, which leads to more productivity and profitability for their business and meaning for real estate clients.