Real estate agents juggle multiple clients at a time while prospecting for new ones. From negotiation to sales, using a customer relationship management (CRM) system can help them stay on top of tasks, leads, and communication. It streamlines their processes, increasing their chances of closing more deals. The system gives agents fast and easy access to important client information, including contact details and property preferences.
What should you look for in a real estate CRM?
Real estate CRM software empowers users to manage their business efficiently and productively while providing a seamless experience when using the technology. It should help eliminate confusion and avoid duplicated effort by letting users organize and manage client data in one place so they can easily track detailed information about each client.
With a CRM system, real estate agents can have effective lead management. They can use the platform to capture, categorize, and nurture leads by engaging clients at the ideal time. No detail gets lost or overlooked when all client interactions and information are stored in a centralized hub, making engagement smooth for both parties.
The best real estate CRM software also helps agents refine their strategies and optimize resource allocation by having insights into business activities. Other systems also leverage automation for follow-ups, marketing campaigns, or listing management. It frees up time for real estate professionals so they can focus on building and maintaining strong client relationships and, eventually, close more deals.
This article lists five of the best real estate CRM software in 2024.
#1 REsimpli
Overview
REsimpli offers everything a real estate business needs to operate smoothly, from generating a continuous flow of fresh leads to automating marketing channels. It's an all-in-one CRM system that assists users in managing data, marketing, sales, and operations.
Additionally, REsimpli has a built-in dialer to make the business process much more seamless, allowing streamlined communications and features for generating targeted leads; however, the integration with third-party tools is also seamless.
REsimpli features a clean, intuitive interface for rapid user adoption. The real estate CRM software is simple to understand and use. It's also regularly updated to keep businesses competitive in the market.
While REsimpli may be more expensive than other software solutions in the market, it's worth the investment because the CRM system is fully integrated with dedicated mobile apps for Android and iOS systems. It takes less than 2 minutes to set up, with access to free courses, unlimited onboardings, and a 30-day free trial.
Key Features
Marketing Automation
Real estate professionals can streamline their marketing efforts by automating various campaigns such as direct mail, cold calling, and SMS through REsimpli. This platform offers automation tools for generating leads with minimal effort, including setting up automated drip campaigns. In addition, the system automatically tags skip trace records, making it convenient for users to locate and reach out to them at any time.
Speed to Lead
REsimpli enables Investors and agents to connect with potential clients through its speed-to-lead feature. The real estate CRM software notifies users as soon as a new lead comes through their site, or any lead source. It presents all the essential information about the new lead, enabling users to prepare before reaching out to the potential client and finalizing the deal promptly.
Furthermore, REsimpli simplifies the lead conversion process by providing real estate businesses with a comprehensive phone system. This system records every call and can also generate a complete summary of the phone conversation using AI, outlining the client's objections, action items, property details, and more.
KPI Tracking
REsimpli contains a built-in KPI tracking system that can help users understand how marketing channels are performing on a campaign level. Real estate professionals can make more informed decisions when eliminating campaigns or channels not working for the business. They can assess marketing ROI from the KPI dashboard that displays detailed metrics across diverse lead sources.
Data Management
REsimpli helps real estate investors and agents stay focused on closing deals by consolidating duplicate properties, saving them time, effort and money. The CRM system assists in creating a targeted list of unique sellers who are truly motivated to close the deal. It compiles comprehensive marketing lists from multiple sources, simplifying lead generation. Additionally, with integrated skip tracing, users can quickly access essential contact information such as phone numbers and email addresses, enabling them to reach out to potential clients immediately.
#2 Pipedrive
Overview
Pipedrive provides an intuitive user interface and marketing automation tools for managing clients and tracking sales activities in the real estate market. It is straightforward to use with native mobile accessible on any mobile device.
Pipedrive connects to 400+ services that can automate tasks across the entire revenue lifecycle, such as Stripe for accepting payments and Surfe for attracting leads on LinkedIn.
Its pricing caters to small-to-medium-sized businesses, starting at $14/month (billed annually). However, some features designed to help real estate agents, like LeadBooster and Campaigns, are sold separately as add-ons. 24/7 customer support is only available for higher paying customers.
Key Features
Sales Reporting
Pipedrive gives real estate agents the tools to master key metrics. It provides visually appealing charts and customizable reports so users have the data to improve sales numbers, track personal/team goals, and monitor customers and their financial status. The real estate CRM system can also help them accurately predict incoming revenue through detailed deal forecasting.
Lead Management and Prospecting
Real estate businesses can collect lead contact information with just one click. Pipedrive retrieves web data about contacts, saving users hours of research on tracking leads. It has a database of 400+ million profiles and 10 million companies, maintained by an AI engine that updates the data every day. The CRM system can help these businesses find new leads with their contact details, accelerating lead prospecting.
#3 Wise Agent
Overview
Wise Agent provides a straightforward and user-friendly interface for running and organizing every aspect of a real estate business. It is designed for all levels of expertise and reasonably priced, complemented by extensive customer support to ensure a seamless user experience 24/7.
Wise Agent connects to 100+ business tools that can enhance user workflow. Its seamless integrations improve the management of key tasks for running a real estate business. It also offers add-on features like WiseText SMS and Lead Enhancement that allow users to expand access and maximize usage for a separate monthly charge.
Key Features
Team Support
Wise Agent works for single agents and teams. All account permissions can be customized for each team member so account owners can give as much or as little access to contact lists, commissions, tasks, etc. These permissions ensure important client information is not deleted or edited by unauthorized users. The CRM system allows collaboration between two separate accounts through Outside Team solutions.
Contact Management
Wise Agent keeps contacts organized and up-to-date inside contact summary pages. It fully integrates with all other tools to provide a centralized client record, ensuring the information stays consistent across marketing campaigns, call lists, etc. Agents can also perform bulk actions via the contact list page, which they can sort for faster implementation. The real estate CRM software also leverages automation to lessen user intervention.
#4 Follow Up Boss
Overview
Follow Up Boss (FUB) stands out for its ease of use and flexibility. This real estate CRM software centralizes all tools needed by agents to scale their businesses. It is an open platform that connects to other systems, so users can choose the tools they need to conduct their operations.
Businesses that are planning to switch FUB get paired with an expert who specializes in data migration, lead source integration, distribution, and automation, making processes more efficient. Every subscription plan gives access to unlimited contacts, lead sources, integrations, a week's worth of phone and email support, a free trial, and an online community.
Key Features
Lead Routing
FUB can provide leads from over 200 different sources, thereby making lead distribution easier for real estate businesses. Admins can also set rules to distribute the leads to agents, ensuring each user gets the price point they're suited to handle. The CRM system distributes inactive leads to a lead pond where agents can fish from and increase their prospects.
Detailed Tracking
FUB gives users detailed info on each lead, including the campaign they came from, the listings they viewed, and the time they were looking at the site. This gives agents insight into the user behavior of the prospects. If they know the neighborhoods and price ranges a customer is interested in, they can prepare the right action plans tailored to the properties they viewed.
#5 Top Producer
Overview
Top Producer provides real estate agents with the information and tools to connect with customers at every stage in the pipeline. It boasts powerful features and presents a simple interface for fast user adoption. The platform stands out for simplifying follow-up, making the process easy, relevant, and personalized.
Top Producer offers six subscription plans that start at $129 per user per month, which is by far the most expensive CRM system on this list. Its company has been in the industry for four decades, making it a trusted platform among users.
Key Features
Lead Response
Top Producers leverage automation to generate quick and consistent responses, which help turn leads into clients. Agents can use the CRM system to automate the initial follow-up. The platform personalizes the text or email messages by mentioning the prospect's name, which initiates a deeper connection between the agent and the former. Once the lead responds, the automated message is never sent, so the agents can still plan the right course of action to close the deal faster.
Social Insights
Top Producer searches the internet and social media platforms to provide users with details that could help deepen the relationship between the agent and the customer for long-term customer retention. Paired with Property Insights, agents can match the customer they met before to their original property of interest.
Conclusion
Building and maintaining strong client relationships contributes to the success of any business. Investing in a modern solution can help agents to better understand and anticipate the client's needs. Choose the best real estate CRM software to streamline operations, improve productivity, and gain more profit from closing more deals.
