Flawless CRM Software: Right Option for Real Estate Agents

What do you do with leads and contact information you receive from real estate marketing efforts? If you’re like most agents, you need reliable and user-friendly real estate CRM software to keep them organized.

Today, CRMs are more than just databases to hold client or prospect names, phone numbers, and emails. Top real estate CRM software offer agents many valuable features and benefits:

• Easy to Use – Modern software is effective and easy to navigate. If your CRM takes you longer than 20 minutes to figure it out, it’s outdated.
• Accessible – CRMs offer greater access to information with apps for Androids, iPhones, and iPads, making it easier while you’re away from the office.
• Customizable – One-size-fits-all isn’t a great solution for anybody. CRMs can be altered to your needs and market.
• Data Is Stored in the Cloud – Cloud computing has made it easier to store and share files. Top real estate CRM solutions allow you to store listing photos and sales documents online for easy access.
• Automate Marketing & Sales Tasks – No more manual emails and marketing efforts. Great real estate CRM software allows you to schedule marketing in advance and contacts your lists automatically.
• Real-Time Data – Did anyone open your email? Now you can know for sure with trackable data features.

With so many real estate CRM solutions available and each different than the next, we’re comparing the top real estate CRMs for you. While there are many CRM products on the market, not all of them are created specifically for real estate agents. Do your homework and ask around to discover which option works best for you and your sales/marketing needs.

Contactually

Highlights

• Easy to set up and use consistently
• Your dashboard shows daily actions, reminders, and notifications
• Syncs with Outlook, Gmail, Android, iOS, and Salesforce
• Email templates for follow-up on leads
• Relationship building tools and custom email templates in Content Libraries
• Unique tool allows content curation and sharing contacts

What It Will Cost You

Plan Type	Monthly Plan (per user)	Annual Plan (per user)
Basic	$45	$468
Professional	$69	$708
Real Estate Accelerator	$119	$1,188
Enterprise	$229	$2,388

Follow Up Boss

Highlights

• Automatically imports leads from other sources including IDX real estate websites
• Syncs with Outlook, Gmail, MailChimp, Android, and iOS
• Separate hot and cold leads with Smart Lists
• Track online marketing efforts including social media to know which sources are performing well
• MailChimp email campaigns can start and stop automatically based on preferences you set

What It Will Cost You

Plan Type	Plan Specifications	Monthly Rate (20% discount on annual rates)
Individual	1 user	$79
Team	3 users	$149
Established	5 users	$199
Growth	10 users	$299
Expansion	25 users	$499

Insightly

Highlights

• Project management tools help with email campaigns, reminders, and marketing tasks
• Syncs with iOS, Android, MailChimp, Amazon Kindle HD, and Google Nexus
• Provides tips and tricks including user training
• Social CRM finds social media accounts for leads after entering their email
• Easy to add and share files
• Provides detailed insights into your customers, companies, and business processes

What It Will Cost You

Plan Type	Monthly Rate (per user)	Annual Rate (per user)
Free (up to 2 users)	Free
Basic	$15	$144
Plus	$35	$348
Professional	$59	$588
Enterprise	$129	$1,188

IXACT Contact

Highlights

• Basic tools with the option of further customization – great for people who aren’t “tech savvy”
• Automated email campaign with tracking
• View contacts at-a-glance on your dashboard
• Business directory tool keeps you in touch with vendors
• Syncs leads from other sources into the IXACT database
• Listing and closing plan feature assists with client-related tasks

What It Will Cost You

• $34.95/month
• $377.46/year

Placester

Highlights

• Leads helps you organize and score leads for home buyers and sellers
• Allows you to make notes in lead profiles
• Set up drip email campaign
• Assign leads to specific agents
• Integrate with other portals and lead management solutions
• View lead reports including where prospects come from

What It Will Cost You

Plan Type	Monthly Rate
Essential	$150
Premium	$400
Premium Plus	Undisclosed

PlanPlus Online

Highlights

• Ability to create drip email marketing campaigns
• Offers Quick Priorities Wizard tools and Weekly Planning for tracking
• Contact management features allow for segmenting
• Training videos and free email support for CRM concepts

What It Will Cost You

Plan Type	Monthly Rate	Annual Rate
Lite (invitation only)	Free
Essentials Personal	$12	$144
Essentials Group	$149	$1,800

Propertybase

Highlights

• Customize dashboard and reports
• Set up automatic contact notifications
• Integrate inbound leads from your website to contact database
• Syncs with MailChimp, Dropbox, and Hubspot
• Upload and share important documents and photos
• Add-ons help with communication, collaboration, admin, and financial tasks

What It Will Cost You

Plan Type	Plan Specifications	Monthly Rate (per user)
Company Edition	Minimum 4 users	$79
Enterprise Edition	Minimum 10 users	$99

Realvolve

Highlights

• Simplified approach compared to other products
• Dashboard allows you to monitor contacts, properties, social media posts, calendar, and activities
• Attach documents and files to specific contacts
• Integrates with social media and Evernote
• Workflow Program creates simple or complex workflows for brokers

What It Will Cost You

Plan Type	Plan Specifications	Monthly Rate
Solo	1 user	$39
Pro	3 users	$89
Pro Plus	5 users	$129
Team	10 users	$199

RealtyJuggler

Highlights

• Import leads from other providers
• Score leads with five real estate calculators
• Syncs with Gmail, Outlook, Android, and iOS
• Email marketing and print mail/collateral services available
• Tools for easy tracking of clients, leads, open houses, and more
• Great tutorials and helpful technical support

What It Will Cost You

• $99/year

Referral Maker

Highlights

• Dashboard offers daily and weekly To-Do lists, goal monitoring, and more
• Priority Action Center provides daily call list for leads
• Integrates with Facebook and allows social media buttons in email campaigns
• Grade leads and track contacts to focus on
• Easy sales and lead generation data charts

What It Will Cost You

• $49/month

REthink Real Estate CRM

Highlights

• Offers commercial real estate CRM and residential real estate CRM options
• Powered by Salesforce
• Automate tasks for prospecting, marketing, listing, and closing
• MLS integration and search feature
• Schedule showings
• Reporting tool shows lead trends and sales analyses
• Matching feature makes it easy to show buyers homes that interest them
• Rates similar for both residential and commercial real estate CRM

What It Will Cost You

Plan Type	Plan Specifications	Monthly Rate (per user)
Team & Office	10+ users	$79
Multi-Office & Enterprise	For large firms or complex business environments	Undisclosed

Top Producer

Highlights

• Works on Android, iOS, and Windows mobile devices
• Syncs with Boomtown, Realtor.com, Trulia, and Zillow
• Monitor social media activity for leads with Social Media feature
• Allows you to instantly qualify leads
• Set tasks and reminders
• Get coaching for lead management
• Integrates with Outlook, Gmail, Yahoo, Dropbox, and Google Drive

What It Will Cost You

Plan Type	Monthly Rate
Bundle	$80
Bundle Pro	$100
3-in-1 Bundle	$78

Wise Agent

Highlights

• Hundreds of templates for drip email campaigns
• Integrates with MailChimp, Evernote, Constant Contact, Zillow, and more
• Unlimited document storage
• Time Management Toolbox keeps productivity high
• Create print marketing collateral such as postcards and newsletters

What It Will Cost You

• $27/month