Real estate professionals, whether they are the ones who sell the properties or help their clients find homes, have been using different kinds of software in order to keep track of their leads. In this article we will be taking a look at the best real estate crm services currently available and what they might be able to offer you.
Real estate CRMs come in all different shapes and sizes. Some are better than others, and we want to find out which ones fit your needs best. Hopefully the information we discuss will help you make a decision on which real estate CRM is right for your firm.
RealNex
RealNex is touted as the best software for an all-in-one platform. This real estate investor software includes real estate analytics, marketing and lead management, and customer relationship management (CRM). RealNex is used by brokerage firms, investment brokers, leasing agents, and property owners and asset managers with medium and large-sized property portfolios. Pricing begins at $149 per month for a single user.
Rehab Valuator
This real estate investor software is used by rehabbers, house flippers, and wholesalers to calculate offers and analyze deals, market and share deals with buyers, create deal-funding presentations, and manage projects and budgets. Rehab Valuator calculates key financial metrics such as after repair value (ARV) and maximum allowable offer (MAO) under multiple what-if scenarios. Pricing ranges from $49 to $99 per month, plus there’s a free Lite Limited Version.
REIPro
REIPro offers a complete package of must-have tools for real estate investors including real estate CRM, MLS comparable sales, deal analyzer, quick property information lookup, premium phone number search, and ongoing education. This real estate investor software works with everything from individual single-family homes to large commercial properties anywhere in the U.S. Pricing begins at $97 per month for a single user.
Stessa
Stessa is a cloud-based asset management system that makes rental property finances simple. Real estate investors use Stessa to maximize potential profits with automated income and expense tracking, personalized reporting at both the property and portfolio level, and smart money management. 
Rental property finances made easy.Learn More
Rental property investors with single-family homes, small multifamily properties, and short-term rentals use Stessa to:
- Maximize revenues with real-time insights
- Automatically categorize income and expenses
- Upload and store rental property documents
- Generate customized financial statements and tax-ready reports
- Grow a residential rental property portfolio with confidence
To begin using Stessa, simply enter a property address, connect your accounts quickly and securely, run the reports you need, and see your stats come to life on your personal owner dashboard. Pricing is free, with premium services such as rental comps and mortgage financing available for a fee.
Valuate
Valuate by REFM is the ideal software solution for multifamily core and value-add real estate investors. Properties can be modeled from the rent roll through unit renovations, refinancing, and sale. The software can be used for all types of income-producing multifamily properties, plus short-term fix-and-flip investments.
Analytical tools include a cap rate calculator, monthly and annual ROI, cash flow and resale analysis, and cash on cash returns. Pricing ranges from $19 to $49 per month, and there is also a free starter plan.
Zilculator
Residential real estate investors can automate property analysis with Zilculator. This software pulls data from the MLS, Zillow, and Rentometer to create professional-grade investment reports in minutes. Pricing ranges from $13.60 per month to $23.20 per month on an annual billing plan.
Property Evaluator
- Overview: A good real estate investor software solution for Apple users that lets you evaluate potential investment property using the most important financial metrics including cap rate, ROI, and cash flow, with up to a 30-year performance projection for long-term financing.
- Pricing: Several options depending on the number of properties, from a free iOS version up to $49 for the Mac version.
- Website: http://www.propertyevaluator.com
Roofstock Cloudhouse
- Overview: The potential financial performance of single-family rental houses are easy to analyze with the Roofstock Cloudhouse Rental Property Calculator. Simply enter the address of any single-family house in the U.S. and receive a complete forecast of potential return including cash flow, cap rate, cash-on-cash return, gross yield, annualized return, and total return. Customize your forecast based on holding period, down payment amount, and rental income.
- Pricing: Free
- Website: https://www.roofstock.com/cloudhouse
Appfolio
- Overview: Cloud-based property management software designed for all types of property including single-family, multifamily, student housing, commercial property, and an entire rental property portfolio.
- Pricing: Residential pricing begins at $1.25 per unit per month with a minimum monthly fee of $250.
- Website: https://www.appfolio.com/
Avail
- Overview: Built specifically for DIY landlords to help find tenants, view credit history, sign leases, collect rents online, track maintenance, and analyze rent prices. Tenants pay application and background check fees, processing fees for rent payments, and are able to purchase renters insurance through Avail.
- Pricing: Unlimited plan is $0 per unit per month, and the Unlimited Plus plan includes premium features such as next-day rent payments, custom tenant applications and leases, and a property website for $5 per unit per month.
- Website: https://www.avail.co
Buildium
- Overview: Customized property management solutions for rentals, student housing, affordable housing, and HOAs. Features include property accounting and online payments, document storage, maintenance request tracking, renters’ insurance for tenants, rental applications and tenant screening, and a free customizable website for rental listings.
- Pricing: Begins at $47 per unit per month plus additional fees for electronic leases, tenant screening, and online payments.
- Website: https://www.buildium.com
Rentometer
- Overview: One of the biggest mistakes an income property investor can make is under- or over-charging on the rent. Rentometer helps maximize rental income and cash flow by comparing the current rent with other local properties. By entering the address of a property, number of bedrooms, and current rent landlords can make sure they’re not leaving money on the table or losing great tenants because the rent is too high.
- Pricing: Free for a QuickView 7 day access with paid plans starting at $19 per month.
- Website: https://www.rentometer.com
Analyst PRO
TheAnalyst PRO is rated by CRE Tech as the #1 investment modeling software, including lease analysis, demographics, and offering memorandums. The software is designed for professional real estate investors who want to complete the most complex investment analysis calculations in minutes. Pricing ranges from $69.99 per month to $599.99 for an annual license.
Argus
Argus provides real estate investor software solutions for owners and investors, asset and portfolio managers, fund and investment managers, and property developers. Features include valuations and cash flow analysis, scenario and risk analysis, and budgeting and strategic planning. Contact for pricing.
DealMachine
DealMachine touts itself as being the #1 app for real estate investors, based on installs and reviews. The company offers multiple software plans, including driving for dollars to build your own list of properties, skip tracing, and real estate data. Pricing begins at $49 per month.
ProAPOD
ProAPOD offers two real estate investment software solutions to start, build, and scale up a rental property business. In just a few minutes investors can calculate the cash flow, rate of return, and generate proformas for residential multifamily and commercial properties.
One-time pricing for software packages ranges from $149.95 to $279.95, plus the Pro RE Calculator suite of 62 real estate calculators for a one-time fee of just $79.95.
PropertyMetrics
PropertyMetrics offers an easy way to create, analyze, and share a commercial real estate proforma online. Investors can build a detailed cash flow proforma from anywhere, run a discounted cash flow analysis, and generate presentation-quality PDF and Excel reports.
The web-based software is simple to use, works with multiple operating systems including Windows, Mac, iOS, and Android. PropertyMetrics offers a 7-day free trial, but you’ll need to contact them directly for monthly pricing.
PropertyTracker
PropertyTracker offers two online tools – Property Evaluator and Property Tracker – to help manage real estate investments. Evaluator takes the guesswork out of finding the best real estate investment by showing all the factors professionals use to compare properties. Tracker is a tool real estate investors use to monitor key financial indicators, learn how to maximize profits, and make smarter management decisions.
Pricing is $37 per month after the free 14-day trial, with optional services for accounting and tax advice ranging from $50 to $150 per hour.
RealData
Designed for real estate investors and developers, RealData helps you make informed decisions and evaluate real estate investments just like the pros do. The company has multiple products, including REIA Express for small residential investors, and REIA Professional for investors with large portfolios. Software bundles range from $209 to $1,499.
Real Estate Analysis Software, LLC
Knowing if you should buy, sell, or just keep looking is getting more and more complicated every year. Software solutions from Real Estate Analysis Software, LLC include the Cash Flow Analyzer Pro Software for long-term rental investors, and the Flipper and Rehabber Pro Software for single-family and residential property house flippers and rehabbers. Pricing starts at $99.95 up to $199.95 for a combo package.
Visit Real Estate Analysis Software
HubSpot
Our all-in-one CRM is designed to grow with your business, making your job easier every step of the way. With features such as contact management, email templates, and meeting scheduling, HubSpot CRM is designed to help you sell faster and better.
Its features include email templates, call tracking tools, sales automation capabilities, and pipeline management systems. You can also automate tasks, create a personalized appointment scheduler, add live chat to your website, and integrate the CRM with your company’s apps and tools through our App Marketplace.
HubSpot CRM is part of Sales Hub and can be bundled with Marketing Hub, CMS Hub, and Service Hub for even greater functionality. This tool is ideal for real estate agencies that want to scale while keeping all of their systems unified in one place.
Pricing: Free; $45/month (Starter); $450/month (Professional); $1,200/month (Enterprise)
Zillow Premier Agent CRM
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 that allows you to respond to leads and run your business on the go.
Its productivity features include tasks, custom notes, and reminders. If you use the Zillow CRM, you’ll be the only agent prospective home buyers see on your property listing, eliminating competition. One potential drawback is that this tool is connected only to Zillow and no other residential real estate websites.
Pricing: Free
AgileCRM
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 track your leads based on where they are in the sales process, giving you maximum visibility for your pipeline.
You can also track your sales, marketing, and service efforts in one platform, allowing you to create a consistent client experience from the moment a prospective buyer reaches out to you. This software tool integrates with social media networks, helpdesk solutions such as Zendesk, and productivity apps such as Gmail and Google Drive.
Pricing: Free; $8.99/user/month (Starter); $29.99/user/month (Regular); $47.99/user/month (Enterprise)
Streak CRM for Real Estate
Are you a Google Workspace 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.
You can use this CRM directly on your Chrome browser, shortening onboarding significantly by removing the adoption phase. Simply install the free extension and you’re ready to use the tool with your Google apps.
The free and Solo versions come with powerful features such as pipeline management, email tracking, automatic email categorization, tasks, and reminders. The Pro and Enterprise versions offer more advanced functionalities such as reports and access to the Streak API.
Pricing: Free; $15/user/month (Solo); $49/user/month (Pro); $129/user/month (Enterprise)
Apptivo
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 rules that save your and your client’s time.
Additional features include the ability to manage inventory, create work orders, and assign sales territories to agents. You can also create assignment rules that automatically assign leads and customers to your reps.
Apptivo integrates with tools that may already be in your tech stack, including Google Workspace, Slack, QuickBooks, PayPal, Office 365, RingCentral, and Dropbox. This allows you to manage everything in one place without having to hop from app to app.
Pricing: $10/user/month (Lite); $12/user/month (Premium)
Bitrix24
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.
With its sales funnel automation capability, you can remove the manual work from managing your pipeline. Another great feature is the ability to track your marketing expenses and calculate return-on-investment without needing to install another tool (available in the CRM+ special plan and Standard business plan).
You can access this CRM from your web browser, phone, or desktop.
Contactually
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. Additionally, you can save time with its drag-and-drop pipeline management tool and workflow automation program.
Contactually also has an impressive referrals feature that helps you keep natural connections with past clients to encourage referrals and keep your pipeline strong. It’s integrated with Office 365 and Google Workspace, allowing you to sync your email and communication history into the app.
Pricing: $69/month (Professional); $119/month (Accelerator)
Wise Agent
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.
With Wise Agent, you can create optimized landing pages on your website, automate lead categorizations and contact assignments, and integrate all of your conversations into a unified interface. You can also use its handy WordPress plugin to create lead capture forms on your website.
Pricing: $29/month; $299/year; Custom
Conclusion
A CRM is a Customer Relationship Management tool. It is a software application that manages a business’s interactions with its clients, vendors, and other companies. CRMs are used to track leads from their initial qualification through servicing and retention. There are many popular CRMs out on the market, but not all of them were built for real estate.