While designing a building, you don’t just plan for the immediate structure, do you? You think about how that space will be used and appreciated over time. The same goes for your approach to customer relationships. When you put immediate results aside and start treating client relationships as long-term investments, you can anticipate clients' needs and create experiences that keep them coming back.
But how can you ensure those connections are strong and effective? That’s where advanced CRM software developed by customer relationship management companies comes in. According to Statistics, 45% of businesses saw an increase in sales revenue after adopting the right CRM tools. A good CRM can transform how you engage with clients, helping you build deeper connections and drive better results.
So, let's check out some of the top CRM software providers that can help you grow your real estate business. But before we dive in, let’s quickly go over what a real estate CRM is and how it can support your success.
What is a Real Estate CRM?
A Customer Relationship Management (CRM) system is a software tool to help businesses manage interactions with clients and potential customers.
A CRM for real estate firms goes beyond just storing client data—it acts as a central hub where all client interactions, property information, and sales activities stay organized, making it easier to manage the sales process from lead generation to closing deals.
Do you wish to improve conversions for your real estate business? Check our blog Using Marketing Automation in Real Estate to Close More Deals to know more.
To understand how a real estate CRM can help your business, let’s take a look at the benefits.
Benefits of a Real Estate CRM
For real estate professionals, time is money, and a CRM system provider can help you save both. Here’s how it can transform your operations:
- Lead Management: Real estate firms often handle a large volume of leads. A CRM allows agents to track these leads, set follow-up reminders, and categorize prospects based on interest levels, ensuring no potential client falls through the cracks.
- Centralized Data Storage: All information, from client preferences to property details, can be stored in one place, making it easier for agents to access client histories, property records, and communication logs.
- Automation of Tasks: CRMs automate repetitive tasks like sending follow-up emails, scheduling appointments, and tracking client activities. This allows agents to focus on what they do best—selling properties and nurturing relationships.
- Improved Communication: With integrated communication tools, a CRM helps agents maintain consistent contact with clients through emails, SMS, and even WhatsApp, creating a seamless experience that keeps clients engaged.
By partnering with specialized customer relationship management companies, you can leverage CRM solutions that simplify daily operations and enhance your ability to build lasting connections with clients. With the right CRM, real estate professionals can not only manage their sales process but also create a more personalized and engaging experience for each client.
Next, let’s take a look at the top customer relationship management companies that provide tailored CRM solutions for real estate firms.
Need help to get leads? Check out our blog ‘Effective Real Estate Marketing Ideas for 2024’ for creative marketing ideas!
Best Customer Relationship Management Companies
To make your search easier, we have curated a list of top customer relationship management vendors so you can find the right fit for your business.
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Sell.Do
G2 Rating: 4.9/5
Sell.Do stands out among the top customer relationship management companies due to its industry-specific CRM solution, built with over a decade of expertise in the real estate market. The CRM addresses the unique challenges and nuances of real estate processes, making it a go-to tool for real estate professionals, including developers, brokers, and agencies. With a track record of managing over 450 million customer interactions, Sell.Do is tailored to enhance every step of the sales journey—from pre-sales to post-sales—while providing robust automation and collaboration tools.
Key Features- Automates marketing tasks, allowing agents to focus on client engagement rather than manual processes.
- Tracks and organizes prospects in the pre-sales phase, providing insights to prioritize high-interest leads.
- Offers detailed data insights, enabling sales managers to track team performance and optimize strategies.
- Streamlines communication between brokers, agencies, and partners, improving collaboration and productivity.
- Simplifies post-sales processes with features like contact management, task automation, and secure document storage, reducing errors and saving time.
Pricing: Sell.Do offers custom plans according to your needs. You can request a demo here.
CasaGrand got 400 bookings in a single month after partnering with Sell.Do! If you wish to streamline your workflow and improve conversion rates, connect with us now to see how we can help!
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Salesforce
Rating: 4.4/5
Salesforce is one of the top customer relationship management companies offering a robust CRM solution designed to address the needs of various sectors, including real estate. It provides tools that help real estate professionals manage client interactions, streamline their sales processes, and automate tasks for better efficiency.
Key Features- It offers cloud-based accessibility, allowing agents to manage client data and property inquiries from anywhere and ensuring prompt responses.
- Provides centralized data management for storing client details, property information, and transaction history in a single platform, making team collaboration seamless.
- Automates repetitive tasks like sending follow-up emails and scheduling appointments, giving agents more time to focus on building client relationships.
- Delivers customizable dashboards and real-time analytics, helping real estate professionals track sales performance and make informed decisions.
- Integrates with essential real estate tools such as MLS and IDX, directly streamlining lead capture and property management within the CRM.
- Enhances client communication with automated, personalized messages, ensuring that clients receive timely updates and feel valued throughout their journey.
Pricing: Salesforce offers three different pricing tiers as follows:
Enterprise: $132/user/month
Unlimited: $264/user/month
Einstein 1 Sales: $400/user/month
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AscendixRE CRM
G2 Rating: 4.3/5
As a leading customer relationship management vendor, AscendixRE offers tailored features to meet commercial real estate firms' unique needs. It provides advanced tools for prospecting, managing deals, and maintaining secure client interactions.
Key Features- Offers a secure, cloud-based platform with 24/7 access from any device, ensuring data safety and flexibility.
- Includes innovative prospecting tools for scheduling calls and meetings, helping agents monitor their sales activities.
- Automates workflows like follow-up scheduling and approval tracking, saving time and increasing efficiency.
- Integrates email marketing automation through Mailchimp, allowing targeted campaigns to reach potential clients.
- Provides advanced data tracking and centralized storage, ensuring all client and property data is accessible in one place.
- Offers advanced data visualization and reporting, enabling firms to analyze sales trends and market insights.
- Provides concierge and CRM customization services to ensure smooth onboarding and tailored solutions that fit business needs.
Pricing: You can request a demo or trial as they offer custom plans according to your unique needs.
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Zoho CRM
G2 Rating: 4.1/5
Zoho CRM is one of the leading customer relationship management software companies. It provides a flexible and user-friendly platform that allows you to automate sales processes, manage properties, and optimize daily workflow for improved efficiency.
Key Features- Offers cloud-based access for managing client data anytime, anywhere, ensuring seamless coordination between agents and teams.
- Provides AI-powered lead scoring and smart workflow automation, allowing agents to prioritize high-value prospects and automate repetitive tasks.
- Integrates with real estate platforms and third-party applications, making it easier to manage property listings and capture leads directly into the CRM.
- Features advanced email marketing tools for targeted campaigns, allowing agents to stay connected with clients and nurture leads.
- Includes custom reports and analytics dashboards, helping agents and brokers track performance metrics and optimize their sales strategies.
- Supports personalized client journeys with automation tools, ensuring that clients receive timely and relevant updates throughout their buying journey.
Pricing: Zoho CRM offers four different pricing tiers as follows:
Standard: $14/user/month
Professional: $23/user/month
Enterprise: $40/user/month
Ultimate: $52/user/month
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LeadSquared
G2 Rating: 4.6/5
LeadSquared focuses on streamlining lead management, automating sales processes, and boosting agent productivity. This CRM platform has more customized features, allowing you to build workflows tailored to your unique needs.
Key Features- It captures property inquiries from multiple channels, such as PPC campaigns, social media, real estate marketplaces, brokers, telephony, and site visits, and consolidates them into a single, unified system.
- Distributes leads automatically based on property type, location, agent performance, and availability.
- Allows agents to enter buyer requirements and instantly match them with suitable properties, enhancing the buyer’s experience and increasing sales efficiency.
- Maximize sales productivity with customizable dashboards that display pending tasks, meetings, and high-priority leads, helping agents focus on the most valuable opportunities.
- Segment leads based on factors like property type, location, demographics, and financial status, enabling personalized communication and targeted offers for each client.
Pricing: LeadSquared does not disclose its pricing details. However, you can book a demo to explore the platform.
Recommended read: How Real Estate CRM Boosts Sales Efficiency & Productivity
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Pipedrive
G2 Rating: 4.3/5
Pipedrive CRM is known for its simplicity and intuitive design, making it one of the most popular CRM systems among small and medium-sized businesses, including real estate professionals. It is unique in its sales-focused approach, using a visual pipeline to streamline deal management and help sales teams stay organized.
Key Features- Uses a visual sales pipeline that allows agents to track deals from initial inquiry to closing, offering a clear view of progress at each stage.
- Automates repetitive tasks like follow-up emails and meeting reminders, ensuring agents stay focused on high-value activities without missing opportunities.
- Provides custom fields and filters, allowing real estate professionals to tailor the CRM to match their unique needs, such as categorizing properties and clients.
- Offers detailed reporting and insights into sales performance, enabling agents to analyze deal flow and adjust strategies for better results.
- It integrates seamlessly with other tools and platforms, such as email clients, telephony systems, and marketing automation tools, making communication easier to manage.
Pricing: Pipedrive offers several plans, each with a 28-day free trial.
Essential: $12/seat/month
Advanced: $24/seat/month
Professional: $49/seat/month
Power: $59/seat/month
Enterprise: $79/seat/month
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Oracle CRM
G2 Rating: 4.4/5
Oracle CRM is a powerful, enterprise-grade customer relationship management solution known for its deep data integration and advanced analytics capabilities. As one of the current popular CRMs, Oracle CRM is a good choice for businesses that require comprehensive data analysis, AI-driven insights, and seamless integration with other Oracle enterprise systems.
Key Features- Delivers AI-driven predictive analytics, allowing businesses to anticipate customer needs and identify new sales opportunities.
- It offers robust sales automation tools, including real-time sales forecasting and customizable workflows, to help businesses manage complex sales cycles.
- Integrates smoothly with other Oracle applications, ensuring a unified ecosystem for managing customer data, enterprise resource planning (ERP), and supply chain management.
- Provides advanced customer service tools, such as automated case management and multi-channel support, for delivering personalized customer experiences.
- It supports a cloud-based infrastructure with data security and scalability, catering to the needs of large enterprises and growing businesses.
Pricing: Custom
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Creatio CRM
- Uses a no-code platform to rapidly customize workflows and applications, allowing businesses to adapt the CRM to their specific needs.
- Provides a unified view of customer interactions, offering full access to customer profiles, interaction history, and AI-driven insights for more informed decision-making.
- Automates end-to-end sales, marketing, and service processes making it easier to manage leads, nurture prospects, and close deals efficiently.
- Integrates smoothly with other business applications, ensuring continuity in data flow and enhancing overall productivity across different systems.
- It supports mobile access, enabling teams to manage client relationships and CRM tasks while on the go.
G2 Rating: 4.7/5
Creatio CRM is a versatile platform that blends customer relationship management with powerful process automation capabilities, making it one of the most popular CRM systems for scaling and streamlining operations. Its no-code/low-code architecture allows companies to build custom workflows and automate complex processes without advanced technical skills. This makes Creatio especially valuable for organizations that require flexibility and speed in adapting to market changes.
Key FeaturesPricing: Creatio offers three different pricing plans, as given below:
Growth: $25/user/month
Enterprise: $55/user/month
Unlimited: $85/user/month
This was our curated list of some of the best relationship management companies. These companies can assist you with organizing client data and improving communication to strengthen client connections, ultimately leading to increased conversions.
However, before you choose one, here are a few pointers to help you evaluate if the CRM system vendor you choose is right for your business.
Also, check: Free Real Estate Flyer Templates Download and Customize
Factors to Consider Before Choosing a Customer Relationship Management Company
When choosing a CRM vendor, there are several key factors that you should consider to select a solution that fits your needs:
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Business Needs and Scalability
It’s important to assess your current business requirements and anticipate future growth. A scalable CRM should allow your business to add more features and users as you expand. This ensures the solution can grow with your company without switching systems later.
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Ease of Use
The CRM should have a user-friendly interface, making it easy for your team to adopt and use. If the system is too complex, it can lead to lower user engagement and missed opportunities. A streamlined user experience means quicker onboarding and higher productivity from your sales team.
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Integration Capabilities
A good CRM should integrate smoothly with your business's other tools and platforms, such as email marketing tools, ERP systems, and telephony software. This ensures that data flows seamlessly across your organization, improving efficiency and reducing data silos.
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Customization Options
Every business has unique processes, and a CRM that allows for customization can better align with your workflow. This includes customizing dashboards, automating workflows, and creating custom fields specific to your industry needs.
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Data Security and Compliance
With sensitive client data at stake, choosing a CRM vendor that prioritizes data security and complies with relevant regulations like GDPR is crucial. This ensures that customer data is protected and your business complies with industry standards.
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Cost and Value for Money
Evaluate the total cost of ownership, including licensing fees, implementation costs, and ongoing support. Compare these costs with the features and value the CRM provides to determine if it aligns with your budget and offers a good return on investment.
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Vendor Support and Reliability
Strong customer support from the vendor is essential, especially during the initial setup and training phases. Consider the vendor’s reputation for reliability and ability to provide timely support, as this can significantly affect your experience with the CRM.
These factors will help you choose a CRM vendor that meets your immediate needs and supports long-term growth.
Conclusion
CRM is crucial for any business, especially when aligning the platform with specific needs. Analyze the customer relationship management companies mentioned above and whether they can support your unique workflows and goals.
Additionally, staying aware of trends like AI-powered insights and mobile CRM features can significantly affect how you connect with clients and streamline processes. These considerations ensure that the chosen CRM meets your immediate needs and adapts to future growth and industry shifts.
For a comprehensive solution, consider Sell.Do, a platform backed by over ten years of real estate expertise. It is specifically designed for the industry, offering tools to manage everything from inventory and process automation to sales and marketing.
Request a demo to explore the platform now and see how it can simplify your workflow so you can focus on building client relationships and closing deals!
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