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monday.com, Real Estate CRM software, ideal for customer management with a highly secure environment for your customer data.
Learn more about monday.com
monday.com is a powerful Real Estate CRM solution providing agents and brokers one easy place to conduct all their work. From managing incoming leads and contracts to nurturing programs, monday.com gives you a centralized database where you can track, manage, and get complete visibility into all deals. Efficiently manage customer relations with effective automations, integrations, dashboards, customizable workflows, and multiple data views.
Learn more about monday.com
monday.com is a powerful Real Estate CRM solution providing agents and brokers one easy place to conduct all their work. From managing incoming leads and contracts to nurturing programs, monday.com...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Freshworks CRM is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Learn more about Freshworks CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales and marketing professionals to better understand customers with the right customer insights at the right time across each touchpoint. The CRM includes salesforce automation, marketing automation, chat, and telephony all in one solution.
Learn more about Freshworks CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Pipedrive is an easy to implement real estate CRM tool that helps you focus on the activities that drive deals to close.
Learn more about Pipedrive
Closing housing deals has never been easier thanks to Pipedrives powerful yet agile real estate CRM software. Keep everyone in your team focused on the activities that drive clients to purchase or rent, from property evaluations and showings, to communications strategies. Home sellers and property agents love Pipedrive for its versatility, intuitive design, and robust mobile CRM that keeps you updated on deals and activities while moving between properties.
Learn more about Pipedrive
Closing housing deals has never been easier thanks to Pipedrives powerful yet agile real estate CRM software. Keep everyone in your team focused on the activities that drive clients to purchase or...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Small business software to manage leads, customer information, contact history and reminders, and emails.
Learn more about Less Annoying CRM
BEST FOR INDEPENDENT AGENTS AND AGENCIES - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service.
All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email.
Learn more about Less Annoying CRM
BEST FOR INDEPENDENT AGENTS AND AGENCIES - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
CRM for Mac & iOS. Keep track of communication in one place and close more deals. Grow your real estate business with Daylite!
Learn more about Daylite for Mac
CRM for Mac & iOS. Great for real estate brokerages and agents! Keep track of every conversation with buyers and sellers. Segment your contacts for targeted email campaigns and create personalized print mailers. Daylite works with Apple Mail, Apple Contacts, iCal, Reminders, and Siri. Plus it's flexible, easy to customize, and affordable. Grow your real estate business with Daylite!
Learn more about Daylite for Mac
CRM for Mac & iOS. Great for real estate brokerages and agents! Keep track of every conversation with buyers and sellers. Segment your contacts for targeted email campaigns and create personalized...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Take your real estate sales and marketing to the next level, work smart and save time with the most innovative CRM in the industry
Learn more about Respacio
Designed from the bottom up for real estate, Respacio is the system that will take your sales to the next level. Its multilingual interface is so easy to work with because its intuitive yet incredibly powerful. Custom pipelines wrap around your workflows managing your entire digital marketing and sales so youll never miss another deal. Connect websites, property portals, MLS systems, GSuite, FB pages and more. Save time and automate. Guaranteed to amaze you, this is the system you need to win
Learn more about Respacio
Designed from the bottom up for real estate, Respacio is the system that will take your sales to the next level. Its multilingual interface is so easy to work with because its intuitive yet...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way.
Learn more about Trello
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a living, breathing project hub of cross-team collaboration no matter where your work needs to happen. Trello brings joy to teamwork by making it transparent and easily shareable across boards and teams.
Learn more about Trello
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive,...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Caspio is the world's leading LOW-CODE platform for building real estate CRM applications without coding.
Learn more about Caspio
Caspio is the world's leading LOW-CODE platform for building real estate CRM applications without coding. Ranked a Leader by Forrester Research, the all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE.
Learn more about Caspio
Caspio is the world's leading LOW-CODE platform for building real estate CRM applications without coding. Ranked a Leader by Forrester Research, the all-in-one platform provides everything you need...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
vcita makes running your real estate business a breeze. Book, get payments and interact like the big ones!
Learn more about vcita
Grow your client relationships with a powerful CRM app by vcita: >> Store, manage and label your leads, contacts and clients in one centralized online hub.
>> Get a birds-eye view of your clients history appointments, payments, invoices, documents and conversations.
>> Have all the information handy wherever you are and whenever you need it with a friendly mobile app. >> Easily collaborate with your team, assigning clients, appointments and incoming requests to staff members.
Learn more about vcita
Grow your client relationships with a powerful CRM app by vcita: >> Store, manage and label your leads, contacts and clients in one centralized online hub.
>> Get a birds-eye view of your clients...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
Learn more about EngageBay
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.
Learn more about EngageBay
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
A time-saving smart app for busy landlords with multiple properties.
First property is completely free.
Learn more about Alphaletz
Alphaletz is a smart app designed for landlords with multiple properties.
There is a mobile and desktop app to help simplify finances and organise a landlord's entire rental business. The first property is completely free, so its easy to get started.
The app also lets you track tenants, suppliers, tasks, notes, documents and more.
You can create instant reports for any property, or for your entire business. Alphaletz pulls the figures together in the exact format to simplify everything.
Learn more about Alphaletz
Alphaletz is a smart app designed for landlords with multiple properties.
There is a mobile and desktop app to help simplify finances and organise a landlord's entire rental business. The first...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
IDX website, real estate CRM, and marketing solutions that help real estate agents & brokers grow their business.
Learn more about iHomefinder
For over 20 years, thousands of real estate professionals have relied on us to deliver the best IDX property search and technology solutions that help them attract and close more clients.
Much more than property search, we provide complete solutions that help you attract new prospects, bring in leads, close clients, and build repeat business.
Our service can be added to a WordPress, Wix, Squarespace, or custom website, or you can get one of our ready-to-use, hosted websites.
Learn more about iHomefinder
For over 20 years, thousands of real estate professionals have relied on us to deliver the best IDX property search and technology solutions that help them attract and close more clients.
Much more...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Onpipeline is one of the best Sales CRM for small-medium businesses.
Learn more about Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses!
Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring tasks, create and send Quotes, get Leads from web forms or API, and much more.
Focused on helping you track Deals without spending hours filling out forms. You can take control of your sales process, set Events for your next actions that sync with your gmail or outlook calendar, etc.
Learn more about Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses!
Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence
Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you.
Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity....
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Macanta
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Macanta helps you to create powerful workflow and process automation.
In the process you get to create a custom CRM for your business.
Learn more about Macanta
Macanta is not like other CRMs. In fact, it isn't a CRM.
Macanta helps you to create powerful workflow and process automation for your business.
In the process you get to create a custom CRM for your business, almost as a side-effect.
All of this is possible without writing any code at all.
Your workflow automation can include, Tasks, Notes, In-App Notifications, Emails, SMS, Field updates, Field Calculations and Date Calculations. You can also send Webhooks to any other platform you use.
Learn more about Macanta
Macanta is not like other CRMs. In fact, it isn't a CRM.
Macanta helps you to create powerful workflow and process automation for your business.
In the process you get to create a custom CRM for...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Sales Cloud 360 is a customizable CRM platform that grows with your team. Empower agents to provide faster response times through instant messaging and personalized auto responses. Help them maintain relationships with reminders and nonintrusive client emails. Get real-time customer information and activity in one place, plus insights with dashboards and reports. Connect to thousands of business apps to extend your CRM to every department.
Sales Cloud 360 is a customizable CRM platform that grows with your team. Empower agents to provide faster response times through instant messaging and personalized auto responses. Help them maintain...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Zoho CRM is an omnichannel, online software for real estate agencies to manage business processes, sales & marketing.
Zoho CRM enables real estate agents, developers, and brokerage firms to take control of their business processes. This omnichannel, cloud-based software solution is a centralized platform for sales process management, property management, and automation, and seamlessly integrates with 500+ third-party apps. Zoho CRM is mobile-friendly and allows users to access data and communicate with teams in real-time.
Zoho CRM enables real estate agents, developers, and brokerage firms to take control of their business processes. This omnichannel, cloud-based software solution is a centralized platform for sales...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Zendesk offers an industry-leading customer service solution.
Zendesk offers an industry-leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and a full customer history. Get up and running quickly, and expect to see results even faster.
Zendesk offers an industry-leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Build better customer relationships with the #1-rated Business Messenger.
Intercom is a Conversational Relationship Platform (CRP).
With Intercom, you can build better customer relationships through personalized, messenger-based experiences across the customer journey.
The world's most successful companies, like Atlassian, Shopify, and New Relic use Intercom to deliver conversational customer experiences through chat, bots, and personalized messaging.
Intercom is a Conversational Relationship Platform (CRP).
With Intercom, you can build better customer relationships through personalized, messenger-based experiences across the customer...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience.
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience.
Over 30,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow.
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience.
Over 30,000 customers use PandaDocs all-in-one document automation...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
The worlds #1 customer service platform, empowers every service employee with the innovative tools, and unified data.
Service Cloud, the world's #1 customer service platform, empowers every service employee from the contact center to the field with the innovative tools, unified data, and embedded training needed to deliver world-class customer service that drives customer satisfaction and loyalty. Across every channel whether its messaging, communities, chat, phone, in-person, or IoT signals Service Cloud is enabling Trailblazers to deliver human-centric service that is personal, intelligent, and trusted.
Service Cloud, the world's #1 customer service platform, empowers every service employee from the contact center to the field with the innovative tools, unified data, and embedded training needed to...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Copper is specifically built for G Suite, so you can easily manage and market new listings, drive traffic to open houses, and nurture repeat clients right from your inbox, especially while you're on the go! Copper automagically logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
Copper is specifically built for G Suite, so you can easily manage and market new listings, drive traffic to open houses, and nurture repeat clients right from your inbox, especially while you're on...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Cloud Customer Service with Practical AI - Inbound, Outbound, ACD, IVR, CTI, Chat, Email, Social, Call Recording, and CRM Integration.
Create personalized customer service experiences over the phone, web, chat, and more with the power of Practical AI. Use customer intent data and intelligent routing to get your customers to the right agent. Give your agents next step guidance before they answer the phone. Provide intuitive self-service options with real-time natural language processing. Automatically sync interactions to your CRM, and monitor and report on performance in real-time. See why 2000+ customers trust Five9.
Create personalized customer service experiences over the phone, web, chat, and more with the power of Practical AI. Use customer intent data and intelligent routing to get your customers to the...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
ResMan's platform is built to seamlessly manage multifamily units, delivering efficient workflows and free live chat support.
If you own, operate or invest in multifamily apartments with more than 100 units then it is time to discover ResMan. ResMan's property management platform seamlessly manages everything from accounting to screening to affordable compliance, giving owners and operators an end-to-end solution that delivers consistent NOI growth and a breathtaking resident experience. || Free Live Chat Support || Easy Implementation || Dedicated Customer Success Team || Visit ResMan's website for a free demo.
If you own, operate or invest in multifamily apartments with more than 100 units then it is time to discover ResMan. ResMan's property management platform seamlessly manages everything from...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
End-to-end client experience platform built for small businesses.
Meet Thryv, the end-to-end client experience platform built for small businesses. Thryv integrates essential business functions like estimates and invoicing, appointment scheduling, payment processing, text and email campaigns, managing customer lists, social media, and more.
Meet Thryv, the end-to-end client experience platform built for small businesses. Thryv integrates essential business functions like estimates and invoicing, appointment scheduling, payment...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
The first scalable, all-inclusive, platform for the modern brokerage. kvCORE is built to power your entire business on one platform.
kvCORE is an all-inclusive real estate platform for the modern brokerage. The lead engine helps you get high-quality leads and the Smart CRM nurtures those leads until they are ready to buy. Our business analytics lets you know which efforts are giving you the best results. Reports allow insight into traffic, marketing, lead-gen, behavior, agent accountability, profitability and more. kvCORE is truly built to power your entire business on one platform.
kvCORE is an all-inclusive real estate platform for the modern brokerage. The lead engine helps you get high-quality leads and the Smart CRM nurtures those leads until they are ready to buy. Our...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Powerful technology designed to help you generate leads, run your real estate business, and convert opportunities into closed deals.
Better ROI isnt just a goal, its inevitable with BoomTown. Generate new prospects, manage a growing database, and increase agent productivity. All from one central location. Head-to-head, BoomTown produces better results for real estate teams than any other provider. In fact, 2x more leads and 33% more commission income were the numbers for The Smits Team when they tested BoomTown against another CRM system for a full year. Learn more about the BoomTown difference.
Better ROI isnt just a goal, its inevitable with BoomTown. Generate new prospects, manage a growing database, and increase agent productivity. All from one central location. Head-to-head, BoomTown...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Join thousands of ecommerce brands looking to unleash the power of their customer data to drive more email and SMS marketing revenue.
Unleash the power of your ecommerce customer data to deliver perfectly personalized email and SMS marketing strategies that work - like targeting customers on what they buy, browse, and click across your store.
Thousands of ecommerce brands all over the globe use Drip to engage customers with pre-built playbooks - like welcome series, abandoned cart, and post-purchase emails. Sign-up for a free trial today - no credit card required.
Unleash the power of your ecommerce customer data to deliver perfectly personalized email and SMS marketing strategies that work - like targeting customers on what they buy, browse, and click across...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
The #1 platform to codify & automate dynamic sales plays, facilitate coaching, & deliver insights at every stage of the revenue cycle.
SalesLoft is the leading platform for revenue teams to execute, coach, and gain insight throughout the deal cycle, at every stage.
SalesLoft is not a CRM or marketing automation tool, its Sales Engagement - done right.
Orchestrate every email, call, meeting, and customer interaction. Automatically track and log your tasks, activities, and engagement data to your CRM. Let your teams focus on selling, your managers on coaching, and your operations and leaders on strategy.
SalesLoft is the leading platform for revenue teams to execute, coach, and gain insight throughout the deal cycle, at every stage.
SalesLoft is not a CRM or marketing automation tool, its Sales...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
IXACT Contact is an easy-to-use real estate CRM and marketing automation software for agents, brokers, and associations.
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%.
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for real estate that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for real estate that is easy to use, setup, and maintain. Essentials ensures...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons.
Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Ideal for real estate professionals, amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls straight from the CRM. Every interaction with a customer becomes a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools. It's perfect for keeping track of properties, deals and listings - while also keeping in touch with leads.
Ideal for real estate professionals, amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls straight from the CRM. Every...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.
The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.
The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
The leading sales engagement platform for enterprises using Salesforce.
Easy to Use. Easy to Manage. Built for Teams.
Groove is the leading sales engagement platform for enterprises using Salesforce, specializing in ease-of-use, ease-of-administration, and cross-team collaboration.
Built for the needs of full-cycle sellers, Groove automates non-sales activities so that pre- and post-sales reps can spend more time building relationships and generating revenue.
Over 50,000 AEs, SDRs, and CSMs use Groove at fast-growing companies, including Google, Uber, BBVA, and Capital One.
Groove is the leading sales engagement platform for enterprises using Salesforce, specializing in ease-of-use, ease-of-administration, and cross-team collaboration.
Built for the needs of full-cycle...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know.
You just have to write the emails, make the calls, and have the coffee.
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare automatically fills out your address book and keeps track of all...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
All-in-one property management - manage your rental properties from anywhere.
Affordable property management for long-term rentals. Hemlane is an all-in-one property management solution that helps you manage rentals anywhere in the US.
Streamline your property management with
- Best-in-class marketing tools
- Comprehensive tenant screening
- Automated rent collection and late fees
- 24/7 repair coordination
- End-to-end tenant placement
Affordable property management for long-term rentals. Hemlane is an all-in-one property management solution that helps you manage rentals anywhere in the US.
Streamline your property management...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Real estate CRM system that contains MLS data, lead management, follow-up prompts, compelling content, and drip campaigns
Updated for 2021 real estate, checkout our recent reviews! The new Top Producer X gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With integrated websites, texting, 'X' factor insights, and automated marketing we help agents use simple follow up tools to build lifelong relationships. Updates include search & save MLS properties, auto-update contacts, email tracking and calendar sync!
Updated for 2021 real estate, checkout our recent reviews! The new Top Producer X gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
The simplest CRM for REALTORS®. And it's FREE! Build a contact database, convert more clients, keep organized and track your deals.
Think CRM's are too complicated? Think again. Meet the unbelievably simple and FREE real estate CRM made for REALTORS. Whether you're a new agent or an established agent looking for a better way to organize and grow your business, this is the perfect tool for you! Set your income goals, organize your database, convert more clients and track your deal flow in one, super easy tool. Try it FREE forever, no contract or credit card real estate success is closer than you think!
Think CRM's are too complicated? Think again. Meet the unbelievably simple and FREE real estate CRM made for REALTORS. Whether you're a new agent or an established agent looking for a better way to...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Contactually helps you maintain and strengthen professional relationships.
Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach those that need the most attention with timely, targeted messages and work smart, by automating where appropriate, but always communicating in your voice. These actions leave agents free to do what they do best - build the kind of personal relationships that grow the business.
Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Finally, manage your business stress-free, stay top-of-mind, and sell confidently.
LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning those leads into lifelong clients. Known as the most affordable and easy-to-use CRM for sales professionals and small businesses. Starting at $25/Month.
Its most popular features include video email and texting, automated lead follow-up, task reminders, transaction management, and database segmentation.
LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning those leads into lifelong clients. Known as the most affordable and easy-to-use...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
VTS empowers commercial real estate landlords and brokers to better attract, convert and retain their most valuable asset - tenants.
Founded with a mission to revolutionize commercial real estate through innovation, VTS is the industry's leading leasing and asset management platform. By centralizing all of their critical data and workflows in one place, VTS empowers landlords and brokers to better attract, convert and retain their most valuable asset - tenants. Over 10 billion square feet is managed on VTS 3 with a user base exceeding 35,000.
Founded with a mission to revolutionize commercial real estate through innovation, VTS is the industry's leading leasing and asset management platform. By centralizing all of their critical data and...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Real Estate CRM that consists of leads, email marketing, transaction coordination, document management, and Mission Statement Builder.
Real Estate CRM that consists of leads, email marketing, transaction coordination, document management, and Mission Statement Builder.
Real Estate CRM that consists of leads, email marketing, transaction coordination, document management, and Mission Statement Builder.
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
MyLeadDashboard is an enterprise-level automated marketing system built specifically for the residential real estate industry.
MyLeadDashboard is an automated marketing solution for the residential real estate industry. The platform offers built-in customer relationship management (CRM), real-time reporting and lead generation. It includes automated client follow-up and "just listed/just sold" prospecting programs. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more!
MyLeadDashboard is an automated marketing solution for the residential real estate industry. The platform offers built-in customer relationship management (CRM), real-time reporting and lead...
Features
- Campaign Management
- Email Marketing
- Lead Management
- Contact Management
- Client/Property Matching
- Referral Tracking
Real Estate CRM Software Buyers Guide
Table of Contents
What is real estate CRM software?
Real estate customer relationship management (CRM) software provides specialized customer relationship tools to realty companies of all sizes. Agents and agency managers can manage leads and contacts through all phases of the sales cycle. Agents and property managers can access application tools via mobile devices. Sales teams can automate the distribution of marketing materials and sales forecasts.
The benefits of real estate CRM software
- Contact and lead management: In addition to the standard contact fields common in most CRM apps, real estate CRM software also stores and compares information specific to the real estate market such as client budgets and preferred target neighborhoods. Dashboard and calendar functions remind agents when to reconnect with leads and clients so that valuable opportunities are never lost.
- Targeted listings: By keeping up-to-date information on potential clients, agents can automatically match new listings with client preferences. In doing so, the information you provide clients will better reflect their needs. Real-time listings and marketing materials can automatically be distributed to potential clients via email and other messaging platforms.
- Agency pipeline management: In addition to managing contact information for new sales opportunities, real estate CRM system allows agency managers to calculate closure success rates and timelines for past listings. This in turn provides an accurate tool for agencies to forecast projected sales based on deals currently in the pipeline.
Typical features of real estate CRM software
- Contact management: Enables users to store and search contact information by fields such as name, address, and telephone number. The software also stores market information for contacts such as housing budget and current mortgage information.
- Lead management: Tracks and manages sales leads through the entire sales process. Allows you to create reminders for when to contact potential clients at later dates.
- Dashboard: Provides an "at-a-glance" interface for monitoring the status of tracked sales opportunities. Gives sales managers a tool to monitor sales agent activity.
- Email marketing: Uses the contact database to generate commercial messages to specific target markets using email or other messaging platforms.
- Customer segmentation: Uses contact information across the entire database to identify market segments based on criteria such as income and location.
The real estate CRM software directory lets you filter by feature(s) to view only options that meet your business needs, which can help you narrow your software shortlist.
Considerations when purchasing real estate CRM software
- Market-specific vs. general CRM: Many CRM offerings are not designed for a specific vertical market. Although they provide customization via powerful configuration tools, smaller agencies may not have the IT staff or support to take advantage of this breadth of features. On the other hand, real estate CRM system packages are specifically designed for agencies for all sizes, but may lack the customization features of broader-scale CRM or project collaboration products.
- CRM vs. ERP: Many enterprise resource planning (ERP) packages offer CRM as a component of a more comprehensive enterprise solution. If you are looking for a solution that will integrate with other business functions - for example, accounting, human resources, and asset management - then a broader ERP solution may be a consideration.
- Platform dependency: Considering that many real estate sales are conducted in the field, it's important to understand the features and limitations of a real estate CRM's mobile component. Although most products available in today's market provide apps that work across all major mobile platforms (iOS, Android, and mobile web browsers), there may be functionality limitations for mobile versions.
Relevant real estate CRM software trends
- Real estate CRM software will increasingly depend on artificial intelligence (AI) and machine learning to forecast trends in real estate markets: You don't have to own real estate to be aware of (and affected by) the cyclical nature of real estate markets. The ability to forecast the timing of these cycles can make all the difference for investors. Many current real estate CRM system offerings uses sales cycle data to forecast an agency's projected income. Considering that 68% of small businesses will adopt AI in some respect over the next one to two years , it's likely that we will see real estate CRM programs that intelligently augment forecasts with real-time market data.
- The use of virtual reality (VR) in real estate will change the role of real estate agents: It is projected that the use of VR will contribute an additional $2.6 billion in revenue to the real estate market through 2025. Currently, many real estate websites only show listing photos and information when the potential client provides contact information. This data is then stored in a real estate CRM system and the lead is passed on to an agent to schedule a showing. However, being that showings will be increasingly conducted via VR, collecting contact information in a real estate CRM will become even more crucial for tracking potential clients.
