Real Estate Management Software Solutions & Tools

Trying to manage operations without suitable real estate planning software is like driving in a new city without a GPS. You may eventually arrive at your destination, but it will be slower and frustrating, with several wrong turns along the way.

As real estate businesses deal with property management, client interactions, and financial tracking all at once, you need real estate project management software to simplify and streamline your operations. 

These software solutions help address common challenges like maintaining up-to-date property records, managing tenant information, handling contracts, and ensuring accurate financial reporting. With the right tool, you can focus more on strategy and growth rather than paperwork and logistics.

Let’s dive in!

What is a Real Estate Planning Software? 

Real estate planning software is a tool that helps real estate developers organize and manage different stages of their projects. It covers tasks like scheduling work, assigning tasks, tracking progress, managing budgets, handling change orders, and keeping legal documents in order. 

Unlike general project management tools, this software includes features made specifically for real estate. It helps manage construction schedules, zoning permits, and property sales. The main goal of such commercial real estate project management software is to keep everything running smoothly and help you stay within budget.

Also, read: Best ERP Software for Real Estate in India 2024

Importance of Real Estate Planning Software 

Managing real estate projects is no small task. You need to coordinate teams to finish tasks within the stipulated time while keeping a close eye on budgets. To simplify this, you need a system that streamlines tasks and helps avoid costly mistakes. Here's how using real estate planning software can help:

1. Efficient Budget Management: The software helps create realistic budgets, track expenses, and reduce costs by optimizing the use of materials and labor.
2. Improved Time Management: With built-in scheduling tools, you can set milestones, monitor progress, and adjust plans to keep projects on track.
3. Risk Management: It identifies potential risks, evaluates their impact, and helps you create backup plans, minimizing surprises along the way.
4. Streamlined Communication: The software keeps all stakeholders—clients, vendors, and contractors—on the same page by centralizing updates and reports.
5. Better Resource Allocation: By tracking materials and labor, the system ensures that resources are used efficiently, reducing waste and saving money.  

A real estate development project management software can help you stay organized, manage deadlines, and control costs effectively. Now, let’s take a look at the top 7 real estate planning software to find the best fit for your business. 

Top 7 Real Estate Planning Software

Below, we have curated a list of the best real estate project management software, free and paid, to help you find a perfect fit!

1. Zoho Projects




Rating: 4.3/5

Zoho Projects is one of the best real estate project management software designed to streamline operations. It helps professionals coordinate tasks, manage schedules, and improve communication, ensuring no opportunity is lost due to mismanagement or delays.

Key Features
1. Customizable Gantt Charts: Track timelines with customizable Gantt charts, set baselines, and monitor deviations to ensure projects stay on schedule.
2. Document Management: Upload, store, and manage versions of documents like sale contracts and inspection reports directly within tasks for easy access.
3. Task Breakdown & Assignment: Break down projects into milestones, tasks, and subtasks. Assign work based on availability and skill, optimizing team performance.
4. Resource Utilization Tracking: Use the resource utilization chart to monitor workloads, ensuring your team is neither overworked nor underutilized.
5. Collaboration Tools: Keep all stakeholders informed and aligned with built-in communication tools, reducing the risk of missed opportunities or delays.  

Case Study: Simform, a software development company managing over 50 projects at a time, faced challenges with productivity and resource planning due to the usage of multiple tools. Zoho Projects helped streamline their operations by consolidating project management under one platform. With Zoho, Simform can now manage both client projects and internal operations, including non-billable tasks like hiring and training. Check all case studies here. 

Pricing: Zoho Projects offers multiple pricing options with a 10-day free trial. 

Free: US $0 up to 3 users

Premium: US $4/user/month

Enterprise: US $9/user/month




2. Planon

   



Rating: 4/5

Planon is a comprehensive real estate planning software designed to help you manage and optimize your portfolios. Whether you’re leasing, expanding, or managing multiple properties, Planon provides the tools to plan strategically and meet future challenges.

Key Features:
1. Holistic Portfolio Management: Gain a complete view of your real estate portfolio to make informed decisions about leasing, building, or expanding.
2. Financial & Cashflow Control: Manage all financial activities, including invoicing and cash flow, to ensure your real estate operations remain cost-effective.
3. Transaction Management: Plan, budget, and execute property acquisitions, dispositions, and modifications to keep your real estate in line with business needs.
4. ERP Integration: Connect with your ERP system for enhanced insights into property-related financial data, improving transparency and decision-making.

Case Study: Leica Ecosystems used Planon’s real estate and facility management software to enhance the maintenance of over 26,000 technical facilities. By integrating Planon with a facility management provider and Hexagon's digital twin technology, Leica Ecosystems improved operational efficiency and reduced costs. You can check the rest of the case studies here.

Pricing: Offers customized plans based on your unique needs. 




3. Northspyre




Rating: 4.4/5

Northspyre is modern real estate planning software designed specifically for owners and developers. It eliminates routine tasks and complex spreadsheets to improve decision-making and optimize project efficiency.

Key Features
1. Automated Task Management: Automatically generate investor reports, draw requests, and manage documents across your portfolio.
2. Intelligent Alerts: Receive alerts on potential exposures, cost-saving opportunities, and project risks to avoid overspending.
3. Data Organization: Detailed dashboards and powerful search tools help manage contracts, proposals, and change orders easily.
4. Email Integration: Generate accurate cost reports directly from existing email workflows, reducing manual effort.
5. Improved Decision Making: Real-time data insights and reporting tools for better project outcomes and productivity.

Case Study: Northspyre helped Redesign, Inc. streamline its project management by replacing time-consuming spreadsheets with a centralized platform. This allowed them to track and consolidate information across multiple real estate projects easily. With Northspyre, Redesign, Inc. improved reporting to investors and made quicker, more informed decisions on project budgets, scope, and timelines. You can go through all case studies here.

Pricing: You can book a demo; plans are customized according to your unique needs. 




4. OneThread




Rating: 4.7/5

OneThread is an intuitive real estate project management software designed to streamline team coordination by consolidating task management, document sharing, discussions, and visual dashboards. Its clean interface ensures quick user adoption, even for non-technical teams.

Key Features
1. Task Management: Create, assign, and track tasks throughout all phases of a real estate project, ensuring deadlines and progress are always clear.
2. File Sharing & Collaboration: Store documents, share files, and collaborate seamlessly with teams across various disciplines like architects, contractors, and sales.
3. Gantt/Timeline View: Visualize project schedules to map critical tasks, track dependencies, and manage multi-phase real estate developments efficiently.
4. Role-based Permissions: Control access to sensitive data and project features based on team roles, ensuring security and accountability.

Case Study: NA

Pricing: OneThread offers three different plans as follows:

Free Forever: $0

Growth: $3/user

Scale: $5/user




5. ProofHub




Rating: 4.6/5

The next real estate planning software on our list is ProofHub, a versatile platform that streamlines task and project oversight for real estate teams. ProofHub is trusted by businesses worldwide, such as Netflix, Disney, Marriott, and Nike, to manage their remote teams efficiently and better control their business operations.

Key Features
1. Project Planning: Break down large real estate projects into tasks and subtasks, using Gantt charts to map dependencies and ensure systematic execution.
2. Custom Workflows: Create custom roles, fields, and templates to standardize processes around permitting, contracting, inspections, and more, enhancing efficiency.
3. Resource Management: Multiple timeline views help teams allocate resources across development sites, allowing for better planning and tracking of progress.
4. Reporting: Track financials in real-time with detailed logs for billing, change orders, and materials purchasing, ensuring financial oversight throughout the project.

Case Study: NA.

Pricing: ProofHub provides two pricing plans with flat pricing instead of charging per user. 

Essential: $45/month

Ultimate Control: $89/month

Recommended read: Strategies to Improve SEO for Real Estate in 2024




6. Basecamp




Rating: 4.1/5

Basecamp is one of the best project management software for real estate developers. It is designed as a centralized space where teams can manage projects, conversations, tasks, files, and schedules—all on a single page. By consolidating all essential tools, Basecamp eliminates the need for multiple apps, making project tracking and team communication seamless.

Key Features
1. One-Page Dashboard: A streamlined dashboard displays projects, tasks, and schedules, making it easy to navigate and stay organized.
2. Messages: Centralized discussion boards replace traditional project emails, allowing teams to keep track of important conversations on specific topics.
1. To-Dos: A robust tool for tracking tasks, deadlines, and responsibilities, helping teams stay on top of their progress.
2. File Sharing & Collaboration: A shared space to upload, store, and discuss files and documents, ensuring everything is easy to find and access.
3. Campfire Chat: A real-time group chat feature for quick conversations and fast responses, ideal for small queries and immediate feedback.

Case Study: Although Basecamp doesn’t showcase any case studies, you can explore what their customers have to say here.

Pricing: Basecamp offers two plans as follows:

Basecamp: $15/user/month

Basecamp Pro Unlimited: $299/month




7. Re-Leased




Rating: 4.6/5

Re-Leased empowers property managers, owners, and investors to streamline daily operations, increase revenue, and enhance tenant satisfaction. This real estate planning software delivers a 360-degree view of properties, leases, and tenants, ensuring no detail is missed. 

Key Features
1. Comprehensive Property Management: View all aspects of your portfolio, including leases, tenants, and property details, to reduce errors and improve decision-making.
2. Automated Operations: Automate reminders, invoice generation, rent collection, and credit control to save time and boost cash flow.
3. Tenant & Maintenance Management: Use mobile apps to streamline communication, property operations, and supplier processing, keeping buildings in top condition.
4. Financial Insights: Analyze portfolio performance with Re-Leased Insights to maximize efficiency and take strategic actions quickly.
5. Accounting Integration: Connect with industry-specific accounting solutions or use Re-Leased's in-built trust accounting for complete financial control.

Case Study: CPP turned to Re-Leased as they outgrew manual processes and needed a more efficient way to manage property data. With Re-Leased and Xero, they automated key tasks like tracking lease dates, saving time, and ensuring nothing was missed. The transition was smooth, and Re-Leased provided instant access to vital information, helping CPP focus on business growth. Check other case studies here.

Pricing: Re-Leased provides customized pricing for three plans - Core, Pro, and Enterprise. 

So, that's our curated list of real estate planning software to help you manage projects and streamline operations. The next step is implementing a CRM solution to manage client relationships efficiently. 

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Meet Sell.Do, The Best Real Estate CRM in India!

Sell.Do is a real estate CRM built with over a decade of industry expertise. It is specifically designed to address the unique challenges faced by real estate professionals. Its powerful marketing automation, sales management, and inventory tracking tools streamline processes, allowing you to focus on clients rather than be bogged down by routine tasks.

1. Sales Management: Track team performance and make data-driven decisions to close deals efficiently.
2. Channel Partner Management: Improve partner collaboration and visibility to boost sales productivity.
3. Inventory Management: Gain real-time insights into available and upcoming inventory at various levels.
4. Customer Experience: Enable online transactions for property selection, negotiation, and payment through a customizable buying portal.

With a robust CRM like Sell.Do in place, you can keep track of leads, nurture client connections, and drive long-term business growth in real estate. 

Conclusion

Real estate planning software is essential to managing complex real estate projects and improving decision-making. Evaluate each software and adopt the right tool that suits your business needs. 

Additionally, if you’re looking for a tool to streamline lead management and customer onboarding, we suggest you explore Sell.Do. With the combined power of a real estate agent project management software and a powerful CRM solution, you can improve efficiency and propel your real estate business to success. 

To know how Sell.Do can help, request a demo now and explore its features!