A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. The best real estate CRM will be specific to the industry with features like email and text messaging, lead follow-up tools and click-to-call capabilities.

There are a lot of CRM tools available to businesses right now and many of them could be customized to fit the needs of real estate agents, even if they aren’t made specifically for the industry. However, there are tools that make the CRM more effective for agents, which are included in some CRMs. We’ve put together a list of our favorite CRM tools for real estate agents today, all of which are built for their specific needs.

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The Best Real Estate CRM of 2022


Wise Agent

3.8

Starting Price

$24.92

per month, billed annually

Top Features

A/B testing, automatic email responders, SMS texting

Free Trial

14 days

Wise Agent
Why We Picked It
Pros & Cons

LionDesk

3.7

Starting Price

$21

per month, billed annually

Top Features

AI-powered lead assistant, bulk texting, customizable fields

Free Trial

30 days

LionDesk
Why We Picked It
Pros & Cons

Realvolve

3.7

Starting Price

$74

per month, billed annually

Top Features

Workflows, customized dashboards, library of templates for workflows and campaigns

Free Trial

14 days

Realvolve
Why We Picked It
Pros & Cons

Follow Up Boss

3.6

Starting Price

$69

per user per month

Top Features

Unlimited leads and contacts, automatic follow-up, drip and batch emailing

Free Trial

14 days

Follow Up Boss
Why We Picked It
Pros & Cons

Top Producer

3.6

Starting Price

$54

per user per month, billed annually

Top Features

Large amount of built-in integrations, email automation options, transaction management tools

Free Trial

None; demo available

Top Producer
Why We Picked It
Pros & Cons

Market Leader

3.5

Starting Price

Contact sales team

Top Features

Automated text listing alerts to clients, strong marketing automation tools, list properties directly on your site

Free Trial

None without a demo

Market Leader
Why We Picked It
Pros & Cons

Propertybase

3.4

Starting Price

Contact sales team

Top Features

AI-powered lead assistant, bulk texting, customizable fields

Free Trial

None without a demo

Propertybase
Why We Picked It

Propertybase is a full-featured platform that provides much more than just traditional CRM solutions. It is built to manage an end-to-end real estate business. It is a robust solution that can be more expensive than other CRM options and is really for a specific target audience of a larger brokerage or team. You can manage everything from lead generation to MLS postings and website development within the same system. Like Market Leader, the company doesn’t list pricing on the website and requires you to speak to a representative for details.

Who should use it: Teams or agents needing more than just a CRM to manage their business will find Propertybase as a potential solution. If you’re managing a large team or brokerage, then this could be a great solution to streamline internal operations and communications and make working with clients much more effective.

Pros & Cons

Forbes Advisor Ratings

COMPANYFORBES ADVISOR RATINGSTARTING PRICETOP FEATURESFREE TRIALLEARN MORE
Wise Agent

3.8

4-removebg-preview-2 (1) 

$24.92 per month, billed annuallyA/B testing, automatic email responders, SMS texting14 daysView More

LionDesk

3.7

3.5-removebg-preview 

$21 per month, billed annuallyAI-powered lead assistant, bulk texting, customizable fields30 daysView More

Realvolve

3.7

3.5-removebg-preview 

$74 per month, billed annuallyWorkflows, customized dashboards, library of templates for workflows and campaigns14 daysView More

Follow Up Boss

3.6

3.5-removebg-preview 

$69 per user per monthUnlimited leads and contacts, automatic follow-up, drip and batch emailing14 daysView More

Top Producer

3.6

3.5-removebg-preview 

$54 per user per month, billed annuallyLarge amount of built-in integrations, email automation options, transaction management toolsNone; demo availableView More

Market Leader

3.5

3.5-removebg-preview 

Contact sales teamAutomated text listing alerts to clients, strong marketing automation tools, list properties directly on your siteNone without a demoView More

Propertybase

3.4

3.5-removebg-preview 

Contact sales teamAI-powered lead assistant, bulk texting, customizable fieldsNone without a demoView More

Methodology

As we were choosing the best CRM for real estate agents, we considered all of the factors that make the needs of a real estate agent unique and important. We looked at everything from pricing and ease of use to the specific real estate industry features that are available. Let’s take a look at the most important criteria that impacted our recommendations:

  • Ease of use. We preferred software that was not only easy to navigate and use without any customizations, but also one that is easy to make needed changes without a tech team. Agents don’t have a lot of extra time to learn a complicated CRM system, so the more it just works with their natural workflow, the better.
  • Costs. We wanted to make sure that all the options on this list were affordable for what each offered. The value for the amount you’ll have to spend was weighed to make sure that each solution is a viable candidate to use compared to the competition.
  • Features and functionality. We looked for how the features meet the specific needs of real estate agents and teams. Real estate agents need more direct messaging features with easy access to history since some customers won’t provide repeat business for years to come. Being able to easily communicate with leads, prospects and past customers in different ways was a must.
  • Customer support. Many real estate agents don’t have access to a tech team, so customer support on all software can be very important. Whether you might need help setting up integrations or just to get the software running, customer support plays a big role in finding any software—especially a CRM that you’ll be using every week.
  • Integrations. Real estate agents use a lot of different tools that they want to be integrated with their main CRM. This saves time and effort instead of trying to work with multiple programs and finding information that could be readily available with an integration. This is why the available integrations and ease of implementation was a major factor in our recommendations.
  • Source : Forbes