Counting on one of the best CRM for real estate can make a great difference in the life of a realtor. Instead of having to organize the list of clients and leads on multiple spreadsheets, and risk losing valuable information, a CRM (customer relationship management) system will help you to keep track of every opportunity.
The Benefits of Using CRM for Real Estate
Using a CRM for real estate allows you to centralize all your clients and prospect information in one place, along with all the channels of communication. When someone gets in contact with you, it’s possible to assess the previous data you have about them to know how to develop the conversation in the best way.
You won’t need to use one app to send SMS, another to send emails, and another one to make calls. You can integrate everything into the customer relationship management system, so you avoid missing important messages. Besides, you can get reports about your clients and understand their behavior better.
Some of the best CRM for real estate even offer data-driven insights to help you improve your performance and sell more. You will be able to identify the leads that have more chances to buy or rent a property and the ones who are still at the beginning of the buyer’s journey.
8 Best CRM for Real Estate
Without the need to install any software on your computer, it’s very simple to start using Sendinblue. You just need to create your account on its website and you can enjoy its free CRM plan, then upload all your contact information and you are ready to begin.
It allows you to store important previous information about leads and customers such as notes from calls and meetings, and documents. There is going to be a profile for each one of your contacts, centralizing all the data about the person. To organize your contacts better, you can separate them into several lists according to their characteristics, like how close they are to closing a deal.
To prevent yourself from forgetting important appointments, such as showing a property to one of your clients, you can create tasks in the CRM, enable notifications, and include a deadline. Sendinblue also allows you to automate follow-up emails and provides marketing tools.
- Centralize all of your contact information
- Organize contacts in lists
- Keep track of every interaction
- Create and assign tasks
- Automate follow-up emails
- Marketing tools
Pipedrive has developed a CRM system that allows you to structure the buyer journey that your clients usually make before deciding to purchase a property. Then, you can take all your contacts and organize them according to the buyer’s stage they are in, enabling you to identify the ones that should be prioritized.
With an easy-to-use interface, you can use the platform to organize your schedule as well, creating multiple tasks, for example, meetings, calls, and lunches with partners. Pipedrive also provides you with an AI-powered sales assistant that will give you suggestions based on your performance, so you know where you can improve.
To make better business decisions, you can count on the analytics reports you are going to receive regularly. It gives you valuable data about your leads, revenue, and activities, for instance.
- Create a buyer’s journey
- Sales assistant
- Unifies tools
- Insights and reporting
Freshsales allows you to have a 360° view of your customers to deliver unique experiences and close more deals. When a prospect gets in contact with you interested in buying or renting a property, all you have to do is access the Freshsales platform and check if you had previous interactions with them, and analyze important information.
Having many clients makes it difficult to remember all the details about them, right? So, you can use Freshsales to keep everything organized. Another advantage is that the platform enables you to use multiple channels of communication, you can choose the one each customer prefers, phone, email, chat, or SMS, for example.
To help you spot the best opportunities, Freshalse also provides predictive contact scoring to show clients who are more likely to buy. You are going to count on AI-based deal insights as well that use the data stored to give you the best recommendations.
- Have a complete view of your customers
- Centralize communication
- Activity timeline
- Predictive contact scoring
- AI-based deal insights
- Slack integration
4. Zoho CRM
With Zoho CRM, you can use multiple channels of communication and keep track of them using the same platform. When a customer gets into contact, you are going to receive real-time notifications to avoid making them wait and enjoy opportunities. You can create different strategies for social media, email, live chat, and calls.
Develop workflows and automate repetitive tasks to save you time. It’s possible to set actions to be triggered according to the conditions you define. Zoho also provides you with reports and insights to enable you to make better decisions and measure performance. Set key performance indicators (KPIs) to pay attention to.
If you need to find any information in the CRM system, use Zia, the AI-powered sales assistant, just ask what you want and Zia will show you the data. It also notifies you when is the best time to contact your leads, based on previous interactions.
- Reach customers across every channel
- Get real-time notifications when there is any interaction
- Automate repetitive tasks
- Get real-time reports and insights
- Track KPIs
- AI-powered sales assistant
5. Wise Agent
Wise Agent is one of the best CRM for real estate because it offers several tools focused on this sector. It allows you to manage customers’ interactions using a single platform and to create a profile of each one of them, including not only previous messages, but also information such as birthday, spouse and children’s names.
Remembering these details can help you to offer a more personalized experience, which is appreciated by the clients, being useful to conquer a listing, for instance. With the referral tree, you can connect leads to the clients that recommended you to them.
Use the call list to insert the people who you need to call during the day, check previous notes about each client, and schedule follow-up calls.
The lead management feature allows you to divide your leads into different categories, and set different marketing strategies for each segment, such as sending a personalized email or SMS. The platform enables you to develop checklists for managing transactions as well. You can put all the steps that need to be taken, including due dates.
- Contact management
- Lead automation
- Transaction management
- Time management
With LionDesk you can easily organize your customers and leads contacts and categorize them with multiple tags, such as buyer or seller. You are going to get a comprehensive view of all your contact conversations, and you can automate email and text follow-ups too.
Use the task management feature to organize your schedule for the day and avoid missing important appointments. LionDesk also has a tool to keep track of the transactions, you can enter your properties and the steps through closing a deal, including the deadlines.
- Contact management
- Transaction management
- Schedule emails and texts
- Task management
- Track email results
Propertybase allows you to centralize your leads’ and clients’ information in one platform and create campaigns to nurture the relationship with them. Use lead scoring to identify the leads who are more likely to become customers so you can put them as priorities. The second that a contact opens your email, the CRM notifies you.
You also have the option to control the data access in the platform according to the role of each person in your real estate agency. Owners and brokers can check the website and company performance reports, projected sales, and commission volume, for example, and agents will have access to lead activity, listings, and upcoming tasks.
This CRM for real estate counts on a listing management feature as well, it’s possible to create, edit, and syndicate listings through it.
- Centralize communication
- Automate tasks
- Performance reports
- Real-time notifications
- Lead scoring
- Listing management
If you are running a real estate agency, Follow Up Boss will help you to organize your team’s tasks. The information from your leads and customers will be centralized in the CRM, and you can define who is going to be responsible for each one of them.
When the agent logs in to the system, there is going to be a list of tasks for the day, including the calls to make and emails to answer. It’s possible to divide contacts into different categories according to their stage in the buyer’s journey.
You will also count on pre-written drip campaigns and action plans, customer support, and an onboarding team to help your agents to learn how to use the CRM for real estate.
- Assign leads to agents
- Create tasks
- Create action plans
- Segment leads and customers
- Customer support
- Onboarding team
Choose the Best CRM for Real Estate for You
Analyze the best CRM for Real Estate options that you have seen and choose the one that fits your company’s needs. Make a list of the features that are essential for you and your team, and set a budget.
Enjoy the free trial period that many of the customer relationship management systems provide to select the one that you find easier to use. Once you implement the CRM for real estate, you will be able to increase your productivity and enhance your revenue.