Welp MagazineThis article showcases our top picks for the Best CRM Software For Real Estate. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
ResiDesk
This product was recommended by Shane Neman from Neman Ventures
ResiDesk is a SaaS that sits on top of any property management software (integrates with Yardi, AppFolio, Buildium, etc) and is specifically made for multifamily property owners/managers/investors. It streamlines communications through different channels (phone, text/sms, email, etc) from your tenants and prospective tenants into one communications hub and also uses advanced analytics and AI to help investors do things like identify which tenants are in danger of turnover, close record numbers of prospective tenants by reducing response times, and helps you not exceed budget forecasts. None of this is possible with traditional property management software or other CRM tools on the market today.
RESimpli
This product was recommended by Luke Smith from Avoid Foreclosure In Kentucky
The platform is a business in a box. It’ll hold all of the customer or lead’s data, SMS & phone call data, generate tasks, project management, electronic documents/signatures, direct mail, and bookkeeping. It has everything all in one place, so you don’t have to use 15 different service providers for all of the data. It will even track your KPI’s so you can see the performance of the business and the systems in place.
LionDesk
This product was recommended by AJ Chinn from Phenomenal Homes with AJ Chinn
LionDesk is the most well-rounded CRM I have used for my real estate business. Unlike a lot of other CRMs, it is user friendly. It also has all of the features that I need for my business, including automated texting. I found it difficult to find a CRM that had the texting function, but LionDesk has it and it works accurately. Not to mention their service is extremely affordable at $25 per month.
HubSpot CRM
This product was recommended by Usman A. Khan from PureVPN
HubSpot CRM is 100% free. Forever. is designed to grow businesses, and making jobs easier for people. Its features include contact management, email templates, and meeting schedule. HubSpot CRM is designed to help the user sell faster and better. The tool is ideal for companies that want to scale and has the ability to add full-service marketing and service tools.
Streak for Gmail
This product was recommended by Tal Shelef from CondoWizard
It is a handy Google Chrome extension that helps manage our company’s and agent’s leads and transactions straight from Gmail. It means we don’t have to continually switch between customer relationship management (CRM) systems and Gmail which effectively saves time and money. We can also view a snapshot of our real estate pipeline at the top of our inboxes with deals organized under colorful headings. If we click into a deal, we can already see the contact details such as lead scores,and previous interactions so we can quickly evaluate where we’re at and make informed decisions. You can also perform simple email merges, track email views,create email filters and set reminders without breaking your workflow. Most importantly, Streak is highly customisable for your needs. You can create different message templates, save deal views, adjust commission formulas and customize columns. It is a great buy for 49$ per month of subscription.
Chime CRM
This product was recommended by Michelle Goetzinger from MichelleGoetzinger
I highly recommend Chime CRM for a few reasons 1. Chime is an easy-to-use, all inclusive package that includes: Fully featured CRM, customizable website platform with IDX connection, trigger based marketing (both email & text), AI assistants in the platform and much more. 2. The Chime community. Whether it be their private Facebook group where you can ask questions and receive a bunch of helpful responses or work with a variety of 3rd party companies that offer affordable training and services – the community makes the product so much better.
Top Producer
This product was recommended by Cyrus Karl from McAuliffe Vaghar Partnership
We use Top Producer as it is made specifically for real estate agents. I have found the contact information to be as reliable as even the most expensive CRMs. One of my favorite features is the MLS Property Insights, which allows me to study a home before calling it’s owner. With a traditional CRM, I would have had to pivot between multiple tabs to gather all the information I would need before contacting a homeowner.
Pipedrive
This product was recommended by Jonathan Faccone from Halo Homebuyers
The Pipedrive platform allows me to customize sales funnels so I can visualize the entire sales flow from when a lead comes into our funnel to when we close the transaction. We can create as many funnels as we want that pertain to different aspects of our business including project funnels. Some of its great features are that it allows me to automate activities and follow up emails, create email templates, invoices, and links with a ton of third-party applications. It also has an insights page that allows you to analyze your financials and gives tons of important marketing statistics. It also has an amazing mobile app that allows me to manage my business from anywhere. This platform and has literally been responsible for transforming my business, doubling revenues each year for the past three years.
