If you are in the business of real estate services, then managing leads is one of the most important tasks that you need to take care of. Lead management involves the tracking of leads, contacting them in a timely manner, and converting them into clients. It can be an uphill task when there are so many leads coming in through your funnel.
To help you manage the leads efficiently, it is important to use one of the best free CRM for real estate at your disposal.
eWay-CRM
Benefits:
eWay-CRM is a Microsoft Outlook plug-in that provides you with all the tools necessary to manage customer relationships. It’s embedded right into Microsoft Outlook, which is a great plus for those teams who want to work in a familiar environment.
You can:
- Manage leads and deals
- Track projects and tasks
- Collaborate with your team
All without leaving Microsoft Outlook!
This CRM has a lot of great features that make it highly effective for any small or medium-sized business. In short, it provides you with a range of good-to-have tools, including email marketing, lead management and more! Whatever you want to do, eWay-CRM has a way to do it.
The system is very easy to use as it can be customized for your specific needs. You can customize the user fields, the workflows, and design form layouts in a way that helps your productivity and efficiency.
In short, eWay-CRM is a top pick if you’re looking to improve your sales and customer connections—especially if you’re a Microsoft Office user. Smaller companies that need a CRM integrated with Microsoft Outlook will want to give this software a try.
Drawbacks:
The free plan is quite limited while the paid plans might be high-priced for small and medium-sized companies. Considering the plugin is integrated into Outlook, there’s no option to download it onto a Mac. Luckily, there’s a web-based version Mac users can use.
Pricing:
The good news is that eWay-CRM comes with a free plan that you can use for an unlimited period of time. The drawback is that it only supports one user and comes with 200 MB Cloud Storage. The other great news is you can opt to pay for the software on a subscription basis (cloud version) or purchase a lifetime license (host it on your own server). The cheapest monthly plan stands at $24 user/month, while the most affordable lifetime license starts at $369/user + 15% annual support.
Top Producer
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.
This tool also allows you to carry out email marketing campaigns, manage transactions, create email templates, and share Market Snapshot® reports with prospective home buyers. It also allows you to list homes on your site with the latest MLS data and allows prospects to see a street view of the property.
Pricing: $45/user/month (Starter); $75/user/month (Professional); $85/user/month (Advanced)
Rethink CRM
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.
You can also automate tasks, reach out to prospects directly from this CRM, and log calls and emails so that you never lose track of any communication with clients. You can also find properties for your clients and send a Property Teaser brochure with the click of a button. This last feature is especially useful because it can streamline the property finding and pitching process.
Pricing: Contact Rethink CRM for pricing
18. Follow Up Boss
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.
Follow Up Boss’s lead providers include Zillow and Realtor.com, which are natively integrated into the platform, as well as Homes.com. You can also integrate with useful third-party tools such as Showcase IDX, which is an IDX plugin, and RealSavvy, which is a software tool for creating IDX websites.
Pricing: $69/user/month (Grow); $499/month for 10 users (Pro); $1,000/month for 30 users (Platform)
Realvolve
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.
This CRM allows you to synchronize your contacts, meetings, and tasks with Google Workspace and calculate net commissions on each sale. Another handy feature is the ability to send email, text, and social media messages to contacts directly from the CRM.
Pricing: $49/user/month (Pro); $238/month for 5 users (Pro+); $392/month for 10 users (Team); Custom
IXACT Contact
IXACT Contact is a real estate CRM and marketing automation solution that acts like an assistant, helping agents and teams organize critical business information.
New users are offered a concierge setup service, helping you migrate your existing data from documents and spreadsheets into their easy-to-manage database.
Its main feature is contact management and lead nurturing. With IXACT, you can send personalized mass texts and set up automated reminders for keeping in touch with current clients. You can also capture leads from websites such as Zillow, manage your property listings, and track commissions.
Pricing: $33 per month
Nutshell
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.
Its most useful tools include automated email sequences, one-click phone dialing and recording, and funnel and activity reports that let you know how your business is doing. You can also have multiple sales pipelines if you deal in both commercial and residential real estate. This can also be a useful tool if you serve a diverse number of clients with different buying stages and processes.
Pricing: $19/user/month (Starter); $35/user/month (Pro)
RealtyJuggler
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.
This is one of the most cost-effective options in this list, allowing you to test out a full-scale CRM for a year without needing to invest thousands of dollars. With this tool, you can manage all facets of rental properties, track commissions, qualify prospects with real-estate calculators, and create task plans.
Pricing: $179/year
Streak
Benefits:
Streak provides a fully integrated Gmail CRM built into your inbox. Piggybacking off this familiar everyday software tool, the app makes CRM adoption easy for new users.
The free version of Streak, intended for personal use (i.e. freelancers and solo entrepreneurs), includes basic CRM tools and pretty comprehensive email features. Email templates allow you to personalize emails and send them out at high volume, a far more effective alternative to generic mass-blast email marketing.
To populate your mail lists, you can effortlessly pull contact information and data from Google Sheets using the Streak CRM Importer add-on, or import offline CSV files. This means it’s no longer necessary to fill in the blanks and email everyone one-by-one.
Email tracking gives you a heads up on who read your email, and where on earth they read it (thanks to a handy map view), as well as how many times. This is excellent for increasing visibility across your team, but particularly salesâ —when you know someone read your message and understand their behavior a bit more, you can move the sales process along by following up in a way that’s both well-timed and appropriate. You’ll be able to avoid repetitive email practices and nurture the correct customer relationships.
Call logs and meeting notes, meanwhile, help keep an easy-to-find record of your non-inbox interactions, organized chronologically and by type. You’ll also be able to manage leads and sales by creating any number of pipelines you might need (the free version provides for unlimited pipelines too). Keep in-app notes, centralize record-keeping, utilize data tracking on your contact correspondence, and find out if leads have or haven’t opened your emails.
Drawbacks:
Streak is a browser extension, which is inconvenient when it comes to changing devices, as it’ll be necessary to download the extension and log in again on every new device you access. Given that Streak is a lightweight CRM, it might not work for more complex business processes.
Pricing:
- Personal version is free for individual users.
- Professional plan is $49 per user/per month, billed annually.
- Enterprise plan is $129 per user/per month, billed annually.
Learn More: Streak
Insightly
Benefits:
Yes, there is a free version of Insightly, although it’s almost purposefully hidden (go to Insightly’s pricing page and scroll way down to find it stuck at the bottom). The freebie gives you a pretty good bang for your no bucks, with project management features and contact records all accessible within a cleanly designed user interface. Training videos are available that explain features in an easy-to-digest way, which eases the learning curve and implementation time.
Insightly is a full-stack CRM offering lead routing, workflow automation, customer management, and sales pipeline tools. It’s built around the basic principle of ‘relationship linking,’ which is the complex web of interactions between your company and your customers and leads. Part and parcel to this is ‘record linking,’ or creating vivid, fleshed-out portraits of all the contacts in your business universe by nabbing cross-channel data and seeing who knows who, who has interacted with who, and when said interaction(s) took place.
Customizability is a major part of Insightly’s attraction. You can also build custom apps and data visualizations to track key metrics without knowing any developer stuff; just click through options and drag-and-drop elements into place. You can manage organizational security for specific modules, contact records, etc. by setting permissions by business role and/or department.
The platform has native integration with both G Suite and Microsoft 365, as well as Mailchimp, Slack, Dropbox, QuickBooks, and a ton of other apps.
Drawbacks:
The free version of the CRM is capped at two users and has no data backup system, as well as mass emailing daily limits and limits on custom fields per record. In a similar vein, you need to get a paid plan to get access to more detailed, useful lead assignment modules.
Pricing:
- No-frills plan for up to 2 users is free.
- Plus is $29 per user/per month, billed annually.
- Professional is $49 per user/per month, billed annually.
- Enterprise is $99 per user/per month, billed annually.
- A 14-day free trial is available for the Plus and Professional plans.
Learn More: Insightly
Close
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.
Another particularly handy tool is the in-app Zoom integration, allowing you to host Zoom meetings directly on the CRM. The recording will be added automatically to your contact’s card for easy access in the future.
Conclusion
Real estate is always a tricky industry to manage because of the confusing amount of information. The only way to keep track of this is to use a real estate CRM. Using a CRM can help you connect with your current customers, identify new customers, and even be able to talk about real estate know-how in a more efficient manner.