The Best 8 Real Estate CRMs for Managing Customers & Clients

Real estate agents have specific needs when it comes to a CRM platform. These top real estate CRM tools help you organize customers and clients to develop long-term relationships.

Updated February 22, 2020

Selling a house is a unique proposition. While it takes about two seconds for a shopper to grab a soft drink from the display at the grocery store, the average home buyer visits 10 homes over 10 weeks before they settle on a decision, according to Realtor.com.

And it makes sense: Besides probably being the most expensive thing people will buy in their lifetime, it's also the place where families will spend years of their lives — eating, sleeping, and sharing special moments that will stay in their memories forever. You've got to be picky about that sort of thing.

As a result, real estate leads are different from your typical sales lead. For one thing, it’s direct-to-consumer, and for another, most leads come either through your listings or from direct referrals. And networking is huge in real estate sales, so you want a CRM software platform that can easily send networking emails to nurture relationships.

Not every CRM can handle these needs, which is why we’ve scoured the available options and selected eight that fit the bill.

Here are the top real estate CRM software options:

What to look for in a CRM software for realtors

If you’re in real estate, you’re not making the typical sales pitch, so you don’t want the typical CRM tool — you want the best real estate CRM software, whether you’re talking about a residential or commercial real estate CRM.

You have specific needs, and therefore you should be looking for CRM software that has the following key characteristics.

1. Robust contacts tool

Because relationships are vital to real estate sales, you want a platform that allows you to list not just a person's basic contact information, but every single interaction and detail you can gather.

Do they have a birthday coming up? Did you chat about vacationing in Spain at a cocktail party a few months back? Did they mention they might know a few people in the market for a home and suggested you call them up in a few months?

Whether you want to call it sales management, relationship management, or account management, this is a must.

Selling houses is not like selling magazines — it takes a lot of trust and possibly many months before you close the deal. So you need patience and a CRM platform that can help you stay super organized and on the ball when it comes to your contacts. Look for software with these features:

  • Lots of fields to maximize the information you can enter
  • Highly customizable
  • Automated reminders that you can preset

2. Customer service

You need referrals in order to thrive in real estate sales, and to get those, you need a stellar reputation. The only way to get that solid reputation is by providing excellent customer service and support.

You must make the buying experience as smooth and problem-free as possible for clients, and handle all of the details and other headaches that can crop up during the complicated process of buying a home.

As a result, you need a CRM that offers customer service features such as:

  • A module specifically for customer support
  • Case management
  • Automated reminders for tasks
  • Cloud-based (so you can be on the go at all times)

3. Email marketing

The sales process for real estate relies on email marketing perhaps more than any other sales profession.

As a result, you need a sales CRM that doesn’t just organize your contacts and set your calendar, but also does some of the email marketing work for you.

Look for CRM with the following features:

  • Drip email campaigns
  • Email templates (to create "just listed" and newsletter emails, for example)
  • Design customization

Our 8 picks for the best real estate CRMs

There are a lot of CRM examples out there, but not all are suited for handling real estate sales. We’ve chosen these eight solutions as the best CRMs for real estate agents.

1. Agile CRM

Agile offers a real estate version that is focused on helping real estate professionals manage the documentation of appraisals and property listings, and automating more administrative tasks so that agents can spend more time building relationships with clients.

Agile comes with email marketing and lead-tracking tools so you can have an organized outreach effort that will keep you at the top of clients’ minds as they look for their dream homes.

Agile CRM showing the sales dashboard with the navigation on the left-hand side and tiles for statistics in the main feed, including new contacts, revenue, deals won, events, tasks, etc.

You can visualize the current status of your real estate leads via Agile’s dashboard.

The software automatically captures leads from websites such as Zillow and Trulia, putting contact data right into the platform.

You can also use the software to search for properties within a geographic area, and make notes on the properties within the CRM. You can even use the software to request representation of private listings.

Why Agile is good for real estate: Agile organizes key real estate documents while automating administrative tasks and email marketing to free up time.

2. Salesforce CRM

Salesforce claims it can manage real estate sales "from open house to close of escrow." Specifically, the software can:

  • Upload leads and contacts quickly
  • Track emails and calls
  • Integrate tools to manage email campaigns
  • Enable you to work anywhere with their mobile app
Salesforce CRM contact page with detailed information and a popup window to handle phone calls within the application.

Salesforce helps you see detailed information about your contacts.

Salesforce offers a solid contact management tool that shows activity history, customer communications, and internal account discussions (if you work within a team).

Salesforce also has good lead and sales funnel management. This is important because the sales cycle in real estate can be quite long, so you need to maintain a long-term relationship with clients that may include many contacts over many months.

Why Salesforce is good for real estate: Salesforce provides superior sales funnel management to help build long-term relationships with clients.

3. Pipedrive

Pipedrive allows you to create pipelines for individual properties and monitor your conversations with clients. It'll also organize messages by client and property.

You can work from your phone between showings by recording audio notes and setting reminders to follow up with clients. You can also get updates on a property or a client while you're on the go.

Pipedrive reporting dashboard showing bar charts to represent deals closed, number of deals by owner, and total new deals.

Pipedrive’s dashboard helps you see how you’re doing with real estate sales.

The software does a good job of organizing your contacts; it reminds you about when to reach out to clients and provides you with the information you need so you'll know what to say when they pick up the phone.

Why Pipedrive is good for real estate: Pipedrive helps you take notes and set reminders while on the go between property showings.

4. Insightly

You can customize Insightly specifically for real estate. Its lead management tool allows you to update lead sources so you can track any inbound interest from any marketing channel, whether that be from listings, ads, social media, emails, or referrals.

You can also automate the process so leads go straight into the platform, and custom feeds enable capturing data important specifically to you.

Through the contact management system, you will be able to customize the view so contacts are sorted by categories like agent, property manager, source, seller, and more.

Insightly screen showing leads, including detailed information of the company and stage of funnel

Insightly provides all the information you need about your leads in the context of your funnel.

The Opportunities tool can be configured to include fields that are real estate–specific, like property type, amenities, ideal home description, and more.

Why Insightly is good for real estate: Insightly is highly customizable so you can create a real estate CRM that works for you.

5. Zoho CRM

One great thing about Zoho is it offers a free integration with Zillow, providing you with a consolidated view of everything you need to know about a property, such as its availability, address, value, comparable homes, and more — all within the platform.

Zoho also allows you to scan QR codes or business cards and automatically add them into your sales funnel. This is super helpful in real estate, as you shake hands and collect business cards all the time, and you don't have to manually enter the information later.

Zoho CRM screen of a workflow builder showing triggers and different potential branches

Zoho’s workflow can help you follow an opportunity from open house to closing.

Zoho also has solid email marketing tools that will help you make repeated contacts with clients and stay at the front of their minds as they shop for a home.

Why Zoho is good for real estate: Zoho integrates with sites like Zillow and does a lot of the real estate email marketing work for you.

6. Vtiger Sales CRM

Vtiger offers a CRM solution for real estate companies and agents that helps you manage property inquiries and listings, communicate with buyers, and conduct email marketing campaigns.

The software captures inquiries from a multitude of sources, including websites, emails, social media, and phone calls. You can then use the software's reporting tools to identify the best lead sources, allowing you to adjust your strategy.

Vtiger contact creation screen with form fields to add details about the customer.

Vtiger’s customer portal helps you manage relationships with clients.

For real estate sales teams, the software can assign certain clients to agents based on factors such as location, deal size, and other criteria.

You can use the software to book property visits quickly and easily. And you can manage all documentation, like brochures and forms, within the platform.

Why Vtiger is good for real estate: Vtiger has a tailored real estate CRM solution that captures leads and can automatically assign clients to specific members of a sales team.

7. SugarCRM

SugarCRM has a powerful sales funnel tracking tool, which is important for products like real estate that have a long lead time. You'll be able to track all of your communications with the client in detail over the course of their buying journey, however long that takes.

SugarCRM also provides a complete view of your email communications when prospecting, and it integrates well with many different third-party apps that real estate agents already use.

SugarCRM case management reporting screen showing a list of cases, and bar graphs to illustrate cases and tasks by user, team, and status.

Detailed reports in SugarCRM help you determine your sales strategy.

Because it is open-source, SugarCRM is highly customizable — an essential quality that makes it especially attractive for real estate professionals. However, that also means you need to be tech savvy or have a development team that can adapt it to your firm's needs.

Why SugarCRM is good for real estate: SugarCRM helps with developing long-term client relationships, and the software is highly customizable.

8. Bitrix24

For a real estate professional who just wants something simple and straightforward, Bitrix24 offers a real estate version of its software that is totally free for up to 12 agents. With it, you get unlimited records, email marketing, a mobile version, and a number of management tools.

The software offers some of the basics you would expect with a real estate CRM platform, like drip email marketing, quotes and invoices, integrated telephony, and calendars.

Bitrix24's deal reports screen showing a sales funnel graph as well as a bar graph illustrating deals in progress by employee

Bitrix24 helps you visualize the status of your sales funnel.

Importantly, the software has a focus on long-term relationships with your clients, and automating administrative tasks to free up more time to building those relationships.

You'll also be able to store documents like contracts, titles, appraisals, property photographs, and more — all within the platform so you can pull them up easily.

Why Bitrix24 is good for real estate: Bitrix24 offers a free version for real estate professionals on a budget that does a good job of managing contacts and organizing key documents.

Try out a few of these solutions before settling on one

All of these software options are good for real estate in individual ways.

For example, some are better at organizing documentation, while others offer more contact customization. Based on this list, you should be able to identify two or three options that best fit the bill for what you need to advance when it comes to real estate sales.

You should give each of them a test drive, either by using a free version or signing up for a trial. Weigh how each software fits within your sales process, and then make a decision after that.

You don’t want to find out months later you made the wrong decision, after all.