Real estate CRM is software used by real estate agents for organizing data, managing their business, and connecting to clients. It stands for “customer relationship management”, which is based on the concept of managing a company’s customers’ customer relationships. The number of customers grows every day, which means the demand for real estate sales representatives will increase as well. The Best Real Estate CRM software help sales reps to manage their lead generation, organizing workflow efficiently, converting leads into deals, etc. A good real estate CRM system can help agents save time and improve productivity in order to make more sales.
Real estate CRM is the use of a common system to track referral agents, leads, prospects, activities, and other information about each client. It creates reports that will analyze how your business functions. There are many CRM in the market so it can be hard to choose which one is best for your agency. This article will give you insight on some of the best CRM for real estate in 2021 so you can make an informed decision when picking one for your company.
Follow Up Boss
Follow Up Boss is one of the top real estate software platforms on the market with a seamless user experience. It brings together a CRM that has built-in calling, texting and email with powerful marketing, and lead distribution tools to manage all of your channels in one place.
Some of the 200+ lead providers you can integrate with Follow Up Boss include Zillow, Realtor.com and Ylopo. You can also easily sync your contacts with your other real estate and business apps using PieSync.
Pipedrive
Best overall for real estate businesses that want a low-cost CRM option with a great mix of basic features.
Despite being a general-purpose CRM, Pipedrive offers solutions that would be especially appealing to real estate agencies, such as document management tools, email marketing functionality, and integrations with real estate platforms like Zillow, PropertyRadar, and Trulia.
On another note, relative to the other paid plans on this list, Pipedrive offers the best price per user along with multiple pricing options depending on the size and needs of your real estate firm. One low-cost alternative to Pipedrive that is not on this list but could offer similar price points and availability of a free plan is Zoho CRM. Their Standard plan is only $2 more per user, per month, while their Professional and Enterprise plans are both less expensive than Pipedrive.
EngageBay
EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.
LionDesk
LionDesk offers powerful communication capabilities from an array of channels. It has a calling center, which includes a built-in power dialer that allows agents to go through call lists quickly while automatically updating the activity in the CRM records. There are video campaign features where users can deploy mass emails or SMS messages containing promotional videos.
The enhanced drip campaigns feature gives agencies the ability to send mass, automated messages to potential buyers and sellers through phone, email, and text. In addition, LionDesk has tools to design both digital and printed media, where printed media designs can be easily used for a direct mail campaigns.
Since LionDesk cannot offer any built-in tools for managing projects, businesses may want to consider some alternative CRM solutions such as Bitrix24, Apptivo, and Insightly, either in substitution or in addition to LionDesk.
HubSpot CRM
Many real estate agents use content marketing to educate potential buyers and sellers to enhance their brand presence and neighborhood expertise. HubSpot simplifies this strategy as it has a content management system (CMS) within the platform that integrates with the CRM features. Its CMS Hub gives businesses the power to create a website with drag-and-drop editing and offers search engine optimization (SEO) recommendations automatically.
Agents who manage websites and social media pages also have access to supplemental content tools, such as a blog idea generator, marketing plan creation tool, and website grader feature.
Because HubSpot CRM can get a little expensive, especially for the more advanced plans, real estate businesses may want to consider Pipedrive as a lower-cost alternative. Its pricing starts at $12.50 per user, per month, and their highest level Enterprise plan is only $99 per user, per month.
Top Producer CRM
Top Producer CRM is created for real estate agents to centralize lead management and marketing activities into one platform. The most notable standout of Top Producer CRM is their FiveStreet real estate lead management feature, which allows agencies to consolidate buyer and seller leads into the CRM from over 100 different vendors such as Trulia, Zillow, RE/MAX, and Realtor.com. It also integrates with productivity applications like Gmail and Outlook.
Since Top Producer CRM can only handle invoicing activities through integrations, real estate businesses looking for built-in tools to create invoices can look to HubSpot CRM as an alternative because it offers a built-in invoice generator tool.
Mailchimp
Mailchimp is a web-based email marketing service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to create targeted emails, run Facebook ad campaigns, automate follow-ups and monitor campaign progress, among others.
With Mailchimp, users can collect and analyze their email responses. The application offers graphical representations of data and customer interactions in various formats. Mailchimp allows users to design, share and track email newsletters from any location. With interactive drag & drop interface, users can create and share attractive email campaigns. The built-in analytics and reporting functionality allows marketers to monitor customer activities or generate ad hoc reports.
Mailchimp also offers a mobile-based application for both Android and iOS devices. The application works as a shortcut to reach users’ email marketing accounts, enabling users to receive campaign updates, add subscribers and remain informed about social media activity. The solution serves a wide range of businesses, from small e-commerce to big online retailers and is available on a monthly subscription basis.
Nimble Software
Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms including LinkedIn.
In addition to contact and pipeline management features such as deal tracking, task management, and alerts, Nimble also includes integrated social listening to keep customer profiles updated. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones such as birthdays—which in turn creates valuable opportunities for informed outreach and follow-ups.
Nimble’s “Today Page” offers one comprehensive view of to-dos, key deals and engagement opportunities. These are generated by Nimble’s “Rules Engine,” which learns from user behavior to prioritize social signals and predict which contacts and opportunities are most relevant. Nimble also offers a range of email widgets, allowing users to view rich, contextual detail from their contacts’ Nimble profiles even from outside the system.
Real estate CRM tracks customer activities and provide best real-time tracking and notifications. Real Estate CRM solution is essential for any Real Estate business.
Conclusion:
A CRM, or Customer Relationship Management, tool gives a real estate agent a detailed look at a customer’s transaction history. It allows for easy communication and sharing of information via email and the CRM software. Real estate CRM tracks customer activities and provide best real-time tracking and notifications. Real Estate CRM solution is essential for any Real Estate business.