6 Best CRM For Real Estate 2024: Detailed Reviews & Pricing (#1 Choice)

Here is the list of Best CRM For Real Estate 2024!

First of all, before you start to think, is CRM really necessary for real estate? Let us see what exactly a CRM platform offers to do with real estate. 

The CRM platform provides the following objectives regardless of the field in which you are going to implement it. 

• Grab visitor’s attention through advertisements
• Make them fall for your bait
• Do a consistent follow-up
• Convert potential leads into potential buyers

Now, in the real estate business, they have a common database of customers. The CRM platform provides a gateway to the collected information of potential customers, those who have visited the website or who have given an email for a follow-up email or ad campaigns.

The CRM platform only strengthens the relationship between sales marketers and customers by making their jobs easier and closing deals effectively. 

 In order to thrive in real estate and be at the top of the game, you need to save more time and act wisely by following up on prospects that could turn into potential buyers.

For those who are focused on business and offer a variety of property deals, a CRM platform is useful for maintaining a strong customer relationship and quickly accessing data from the client database.

This allows for more work to be completed in less time and with fewer employees.

6 Best CRM Platforms In Real Estate 2024

We will discuss 7 of the widely used CRM platforms in real estate and finally conclude which one is the best among them all. 

1. Engagebay

Engagebay is a CRM platform that provides a marketplace for its customers, including sales and marketing, CRM, and support software.

Although it was founded in 2017, having a list of giant competitors, Engagebay did make its path for itself. 

When other companies limited their CRM offers to big business companies, Engagebay had a great deal of CRM offerings for small businesses and start-up companies.

 

Features of Engagebay 

 The following are the features provided by Engagebay. 

• Automated workflow: It uses an automated workflow to track the customer’s behavior; you could use this data to follow up on the customers based on their preferred perspectives.

• E-mail marketing: It provides personalized customization for email marketing.

• Lead / behavioral / click-link tracking: It provides a comprehensive lead scoring system, tracking potential leads’ activities, which links they click, and their preferences according to their previous transactions and purchases. It analyzes the data and could give you a preview of the number of potential leads qualified to become customers.

• Task management: It provides task management, where you can analyze your work and follow up with your sales and support team for a possible conversion based on the assignments you’ve taken up and completed.

• Automated data entry system: It provides a complete automated data entry system, hence eliminating the time taken to do manual data logging.

• Appointment scheduling: They have the same appointment scheduling feature, in which they send out the meeting dates via an individual or team calendar so the relevant party can talk when necessary.

• Recorded call logs: The calls between the customers and the salesperson get recorded and saved as call logs records, which is useful for future purposes if you are working on approaching the same client for a better deal.

• Pipe visualization: It provides pipe visualization for acknowledging the deals that are closed and deals that are yet to be done and are in progress. Then, those that need a follow-up.

2. Zoho CRM

The Zoho CRM provides a number of features to a realtor, including automated invoice and bill generation.

Zoho provides all necessities, which include tracking the lead, scheduling calls to interact with them, sending them ad campaign emails, and much more to stay on top of the game. 

Features of Zoho CRM

 The following are the unique features Zoho offers for real estate sellers and buyers. 

• Project management: This feature renders an update on your current project, including the upcoming one and the possible deadlines.

• Customization option: The customization option allows you to organize the tabs and information according to your convenience, whichever works for you. 

• Ad campaigns: The Zoho CRM allows you to send automated ad campaigns by e-mail or newsletter to prospective targets. 

• Mobile app for increased efficiency: It has a mobile app where you can scan the business card or QR code to get the details of the clients, and it gets updated in the CRM software automatically so you can contact them and finalize the deal later on the move. 

 

3. Hubspot

Hubspot is a marketplace for different kinds of customers to flock together for sales and marketing.

It incorporates customer relationship management (CRM) and lead management to track, classify, and give a seamless sales closure.

As the name suggests, it is a place where all the sales and marketing converge together at the same place for the betterment of productivity.

The main reason you could choose HubSpot for the real estate business is its inbound marketing. Something different and something not pushy or invading your leads by contacting for marketing. 

 

Features of Hubspot CRM

• Dashboard and tracking: It provides an accurate dashboard to track the progress of the tasks and keep track of the relationship management.

• Integration with other tools: Integration with other software tools to provide top-notch service to their customers.

• Appointment or meeting scheduling: This makes it easy for those who are enthused to have a brief talk with the sales team when they want to. 

• Inbound marketing and SEO management: The unique feature of HubSpot is that it provides inbound marketing, which needs visitors or leads to attract to their website so they can contact prospective realtors. This could be done by improving the SEO of your website. 

• Maintaining client relationships and data of all the prospective clients: It’s important to have a healthy rapport between you and your clients and give them advice on which one is best for them to buy according to their budget. Have a constant follow-up, and build trust with your clients. 

• Call recording/ call logs: The CRM software tools let you record all the chat conversations and interactions with your clients and save them in a conversation Inbox. You can always go back and check to have another follow-up, according to the previous conversation. 

4. Liondesk

Liondesk offers a variety of features at a low-end price compared to many CRM platforms. It gives many options to organize your data and schedule your automated texts and emails.

Liondesk was founded in 2014 and has grown tremendously in the real estate field, providing a video e-mail feature.

Lion Desk’s success in the real estate field has made it a popular CRM for real estate or insurance businesses. It provides plentiful integration for realtors, with the objective of making their jobs easier. 

 

Features of Liondesk CRM

• Automated video emails and texts: The unique characteristic of Liondesk is that it has automated email and text and video email options. This specific feature alone distinguishes profusely from other CRM platforms. 

• Call dialer: If you do not like the lion desk dialer offered on its own. You can always choose your customized power dialer integration ,like RedX or Mojo dialer, at your convenience. Since making phone calls and closing a deal is the most important process for a realtor, you could choose Lion Desk for its flexibility. 

• Integration tools: Liondesk offers a little bit of everything in terms of integration tools. First and foremost, it relies heavily on Zapier for its integration. Other social media integrations work much better than Zoho CRM.

5. Realvolve

We have been discussing a list of CRM that is best for real estate, but the last few CRM platforms on the list are mainly popular for their real estate business integration.

One such CRM is Realvolve. They provide automated workflows that help you keep your clients’ data organized in the same place where you can also store the conversation; you need not rummage through another place to procure the data.

Let’s see what features offered by Realvolve make it unique from other CRMs. 

 

Features of Realvolve CRM

• Automated workflows and chatbots: It provides an automated workflow to help you organize your data about clients and buyers separately accordingly. It also features a chatbot to help you get the information of a visitor, who you can get in touch with later to pitch your sales idea. 

• Sizable and scalable: Realvolve provides a highly scalable platform, so you need not be concerned about losing data or not finding enough space to squeeze more information into your profile.

• Automated process and integrated tools: Just like Liondesk, Realvolve depends on Zapier to create automated processes. It extracts the information from other CRM platforms for your next deal. It keeps all your calendar schedules and contacts synced. 

• Advanced Dashboard and activity tracker: This will give you the details of the current project, clients interested in buying the property, important event dates, and the net commission obtained so far. This is useful for a realtor to do the follow-up and a self-analysis. 

6. Freshworks

Freshworks offers a dashboard that shows you the finished deals, trending properties, and interested leads, like how YouTube suggests many options that are trending around the world.

Thus, it lets you organize all your work in one single place, reducing the pain of surfing through many contacts to get to those who are prime prospects finally. Freshworks provides the following features. 

 

Features of Freshworks CRM

• Excellent workflows and communication: Freshworks provides a seller with an excellent integrated system that has excellent communication and has proven it could reel in more interested buyers. The workflow they offer is the one-place destination for all your needs.

• Powerful automated marketing system: With the help of automated builders, you could focus on those who are interested in buying or a potential lead. You could strengthen the relationship with those leads and close the deal instead of wasting a lot of time on trial and error. 

Frequently Asked Questions:

💥 Does using a CRM platform for real estate really help to track your leads and to convert them into clients?

Yes, it's proved that using a CRM platform helps you boost your selling properties and finding prospects by almost around 200%.

👓 Does the CRM offer any free trial before I actually settle down and pay for any particular CRM platform?

Yes, they do provide a free trial to realtors and agents. It varies from one CRM to another. It's always better to choose a free trial first to see if you are comfortable with the workflow and the user interface (UI) before buying it. Since most of the platforms provide free trials.

✔ How secure is my data and what happens if there is a security breach?

Worry not, your data is 100% secure and stored in a different database in different locations around the country. In case of a security breach, there's always backed-up data that comes into play and gives you a smooth transition without any delay or loss of data.

Also Read:

• The Best Agile CRM Alternatives
• Octopus CRM Review
• Best WordPress CRM For Small Business
• Best Agile CRM Alternatives For Small and Medium Business
• Engagebay Vs MailChimp

Conclusion: Best CRM For Real Estate 2024

The real estate business is a wide network that has customer data on a central database. Using a proper CRM boosts the realtor’s selling rate and net commission and saves more time.

However, all these CRM platforms come with a price and a set of features. If you are working for a small firm, I recommend you go with Engagebay CRM. When you slowly branch out, you can go for a higher-paid plan.

If you are working for a big firm, you can choose from any firm at your convenience using the user interface provided by the individual CRM.

You could mostly go for Hubspot, which gives you over 700 integrated tool options, so there would be absolutely no necessity for an additional third-party plug-in or extra customization.

 

You can choose the CRM according to the budget, cost, better deal closing management, powerful analytics, streamlined payment processes, highly secure CRMs, and highly efficient CRMs.