When the housing market is booming, you have new clients coming in left and right, and you’re landing sale after sale, the last thing you want to do is hunt through a messy spreadsheet to track your client information. If you’re ready to take your business to the next level, allow us to introduce you to a life-changing tool: the CRM.
CRM (Customer Relationship Management) serves as an online database to help you manage your contacts and save precious time on manual data entry.
What is a CRM in real estate?
CRM software acts as your single source of truth for prospect and client information, allowing you to cultivate relationships and make data-driven decisions. For top-performing real estate agents, a CRM is an essential tool for managing a healthy pipeline in a way that saves time and brain power. Here are some of the key features a CRM offers to make your life easier:
Organize prospect information, making it easy to find (i.e., no more hunting through spreadsheets).
Quickly respond to property inquiries without having to dig through your inbox.
Keeping track of which prospects you've reached out to and which ones are farther along in the home buying process.
Gather information digitally, such as your prospects' website activity or whether they opened your emails.
Manage your sales pipeline in one place and keep track of closings.
Maintain contact with past clients for relationship management and future referrals.
Automate tasks and workflow such as email follow-ups after open-houses.
Free CRM for Real Estate
Zillow Premier Agent CRM
Streak CRM for Real Estate
If you're new to using a CRM and are looking for a low-risk way to implement this useful tool, check out these free CRMs for real estate.
Our free CRM is designed to grow with your business, making your job easier every step of the way. With features including contact management, email templates, and meeting scheduling, HubSpot CRM is designed to help you sell faster and better.
This tool is ideal for companies that want to scale, with the capability to add full-service marketing and service tools.
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 allowing you to respond to leads and run your business on the go.
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 also track your leads based on where they are in the sales process, giving you maximum visibility for your pipeline.
Are you a G-Suite 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.
With Apptivo, you can access your contact information, project management tools, invoicing systems, and email campaigns in one place. Apptivo allows you to access client data from anywhere, and create powerful automation to save you and your client’s time.
Bitrix24 offers advanced multimedia features within a free CRM interface. Realtors can communicate directly with leads and clients through live video chat, social media messenger, call back forms and phone-in chat. Bitrix24 also has pipeline management tools that offer full project visibility, helping you keep deadlines in check.
Best Real Estate CRMs
Follow Up Boss
Less Annoying CRM
For those looking for more real estate-specific CRMs, consider investing in one of these systems.
Contactually is a Compass-backed CRM specifically built for real estate agents. The platform facilitates the lead qualification process, helping you build personalized, automated campaigns for leads no matter where they are in the funnel.
Contactually also has an impressive referrals feature that helps you keep natural connects with past clients to encourage referrals and keep your pipeline strong.
Wise Agent is a powerful all-in-one CRM for realtors. Offering seamless transaction management, advanced automation, time management tools, and a central database for all of your client information, Wise Agent can help you manage every area of your business in one place.
Propertybase is an end-to-end real estate platform with integrated CRM, marketing, and IDX website software. With their CRM, you can manage listings, automate your daily tasks, and oversee operational data in one place, so you and your team can focus on selling
With Propertybase you are also able to create visually stunning websites that are directly connected to your CRM, meaning you never miss a lead.
Zoho CRM allows agents to connect with customers, no matter where they are. By integrating with live chat software, email, and social media, you can set up real-time notifications to be in the know any time a lead or customer interacts with your business. The real-time reports and insights ensure you can have up-to-date data at your fingertips no matter your location.
Real Geeks CRM provides automated support for real estate businesses. As leads enter the system, agents can be notified via email and mobile, allowing them to follow up immediately. Managers can also track agent accountability and productivity for optimal performance and training opportunities.
CINC is a real estate platform dedicated to helping agents stay engaged with their clients and customers. With CINC, agents can manage the entire sales process, from lead generation to client retention. Notable features include comprehensive pipeline views, team management tools, and lead nurturing capabilities.
Top Producer CRM is a real estate-focused platform that puts your entire sales pipeline in the palm of your hand. Manage incoming inquiries, nurture leads, and sync all of your contact information from one easy-to-use mobile interface.
Rethink CRM is a powerful tool designed for real estate brokers and commercial real estate professionals. Rethink CRM helps users track and manage every aspect of their client pipeline with features to support tenant management, capital markets, and development projects.
Follow Up Boss is a real estate CRM designed to turn every agent into a top performer. Notable features include auto-send for emails, inbound and outbound call management, and automated text messaging in one streamlined interface.
Realvolve helps real estate teams create smart workflows for internal and client-facing tasks. With Realvolve, users are able to track all contact and property listing information in one place, with the ability to sync across calendars and communication platforms.
RealtyJuggler is a real estate CRM focused on simplicity and organization. Designed to be easy to learn and use, RealtyJuggler builds daily to-do lists for agents based on CRM data. The tool can be used for everything from lead qualification to automated email campaigns.
Close is a robust CRM with built-in sales automation. Features most appealing to real estate professionals include two-way email sync, built-in calling and SMS, and a comprehensive search feature, so you and your team will never have to hunt for prospect information again.
Nutshell CRM is a customizable platform that reduces time-wasting tasks for you and your fellow agents. With contact management, Gmail integration, and sales automation capabilities, this CRM is designed to save you time and expedite the sales process.
Insightly helps real estate teams build personalized experiences for their clients. With features such as lead tracking, workflow automation, and bulk email tools, you and your team can work smarter, not harder to connect with more leads.
By using a CRM, you can improve your client communication while making the sales process faster and easier for you and your team.
Originally published Sep 1, 2020 1:45:00 PM, updated October 15 2020