Introduction
Welcome to our ultimate guide on choosing the best CRM for realtors. As a real estate agent, you understand the importance of staying organized and keeping track of your clients’ information. A CRM (Customer Relationship Management) is a powerful tool that can help you simplify your workflow and improve your customer service.
In this article, we will discuss the top CRM software options available on the market and their features, advantages, and disadvantages. We have done extensive research to provide you with comprehensive and unbiased information about the best CRM for realtors.
So, whether you are a new agent looking to streamline your business or a veteran realtor seeking advanced tools to scale your operations, this guide has got you covered.
What is a CRM?
A CRM is a software that helps businesses manage their customer interactions and relationships. It allows you to store, organize, and analyze customer data, communication, and activities, such as emails, phone calls, appointments, and transactions.
The primary goal of any CRM is to enhance customer satisfaction and retention by providing personalized and timely service. By having a centralized database of your clients’ information and history, you can better understand their needs and preferences, anticipate their future actions, and offer tailored solutions.
Why Do Realtors Need a CRM?
As a realtor, you deal with a diverse set of clients, properties, and transactions. You need to juggle multiple tasks, such as lead generation, follow-up, scheduling, contract management, and marketing. A CRM can help you automate and optimize these processes, saving you time, money, and stress.
By using a CRM, you can:
- Track your leads, prospects, and clients in one place
- Assign tasks and reminders to yourself and your team
- Send personalized emails and messages to your database
- Generate reports and analytics on your performance and ROI
- Integrate with your website, social media, and other tools
The Top 5 CRMs for Realtors
Before we dive into the details of each CRM, let’s take a quick look at our top picks:
| CRM | Features | Pros | Cons | Price |
|---|---|---|---|---|
| Zoho CRM | Contact management, Sales automation, Marketing campaigns, Social media integration, Analytics | Affordable, Customizable, User-friendly, Comprehensive support and training | Advanced features require add-ons, Limited integration with third-party apps | Free for 3 users, $12/user/month for paid plans |
| Hubspot CRM | Contact management, Sales automation, Marketing automation, Website tracking, Live chat, Helpdesk | Free forever, All-in-one platform, Robust reporting and analytics, Customizable templates and workflows | Basic features only, Limited customization options, Add-ons can be expensive | Free, Paid plans start at $50/month/user |
| Realvolve | Contact management, Workflow automation, Calendar sync, Email and SMS templates, Integrations | Real estate-specific, Intuitive interface, Resource library, Mobile app, Robust automation capabilities | No marketing automation, Limited customization options, Costly for large teams | $49/user/month for the basic plan, Custom pricing for advanced plans |
| Pipedrive | Contact management, Sales pipeline, Activity tracking, Lead scoring, Custom fields | Intuitive visual pipeline, Advanced reporting, Advanced customization options, Integrations | No marketing automation, Limited contact management features, No built-in phone or email | $15/user/month for the essential plan, Custom pricing for advanced plans |
| Top Producer | Contact management, Lead capture, Website builder, Market snapshot, MLS integration, Action plans | All-in-one solution, Customizable templates and drip campaigns, Integration with Top Producer suite and other CRMs | Outdated interface, Limited automation, Costly for basic features, Poor customer support | $40/user/month for the basic plan, Custom pricing for advanced plans |
Zoho CRM
Zoho CRM is a cloud-based software that offers a wide range of features for sales, marketing, and customer service. It is known for its affordability, flexibility, and ease of use, making it an ideal choice for small and medium-sized real estate teams.
Key features of Zoho CRM include:
- Contact management: Store and organize your clients’ information in one place, including their names, emails, phone numbers, addresses, and social media profiles.
- Sales automation: Set up automated workflows, reminders, and notifications to streamline your sales process, from lead capture to closing.
- Marketing campaigns: Create and send targeted and personalized emails and campaigns to your database, based on their interests, behavior, and stage of the funnel.
- Social media integration: Connect your social media accounts to your CRM to monitor and engage with your followers and prospects.
- Analytics: Generate reports and dashboards on your performance, such as lead conversion rates, deal values, and sales forecast.
Pros of Zoho CRM:
- Affordable: Zoho CRM offers a free plan for up to 3 users, making it accessible to budget-conscious realtors. Paid plans start at $12/user/month, which is lower than most competitors.
- Customizable: Zoho CRM allows you to tailor your workflows, modules, fields, layouts, and reports to fit your specific needs and preferences.
- User-friendly: Zoho CRM has a user-friendly interface that requires minimal training and support. It also provides comprehensive documentation, tutorials, and webinars to help you get started and improve your skills.
- Comprehensive support and training: Zoho CRM offers various support channels, including email, chat, phone, and social media, as well as a knowledge base, community forum, and academy. It also provides personalized training and consulting services at an additional cost.
Cons of Zoho CRM:
- Advanced features require add-ons: Although Zoho CRM offers a wide range of features, some of them, such as email marketing automation, telephony, and social media analytics, require integration with other Zoho apps or third-party tools.
- Limited integration with third-party apps: Zoho CRM has limited integration options with other software, compared to its competitors. It supports popular tools such as Google Workspace, Microsoft 365, and Mailchimp but may not be suitable for complex or niche requirements.
Hubspot CRM
Hubspot CRM is a free, cloud-based software that provides a complete suite of tools for sales, marketing, and customer service. It is designed to simplify and unify your customer interactions and data, enabling you to focus on building relationships and growing your business.
Key features of Hubspot CRM include:
- Contact management: Store and manage your clients’ information, including their deals, tasks, notes, and social media activity, in a unified database.
- Sales automation: Automate your sales process, including lead capture, lead nurturing, deal tracking, and sales forecasting, with custom workflows and templates.
- Marketing automation: Create and run inbound marketing campaigns, including email marketing, social media marketing, landing pages, and forms, with drag-and-drop editors and reporting.
- Website tracking: Monitor and analyze your website visitors’ behavior, interests, and engagements, and segment them based on their attributes and actions.
- Live chat: Engage with your prospects and customers in real-time, capture their contact details, and route their inquiries to the right team members.
- Helpdesk: Empower your support team with ticketing, knowledge base, and feedback tools, and track your customer satisfaction and feedback.
Pros of Hubspot CRM:
- Free forever: Hubspot CRM is a free software that offers unlimited contacts, users, and storage, making it an excellent option for startups, solo agents, and small teams.
- All-in-one platform: Hubspot CRM provides a complete suite of tools for sales, marketing, and customer service, allowing you to manage your entire funnel in one place.
- Robust reporting and analytics: Hubspot CRM provides real-time and customizable reports and dashboards on your performance, such as deal pipeline, revenue, and customer lifetime value.
- Customizable templates and workflows: Hubspot CRM allows you to customize your email templates, landing pages, forms, and workflows, without needing technical skills or coding.
Cons of Hubspot CRM:
- Basic features only: Hubspot CRM has limited functionality in some areas, such as contact management, analytics, and customization, compared to its paid plans or competitors.
- Limited customization options: Hubspot CRM has a limited set of customization options for its templates, workflows, and reports. Advanced customization requires add-ons or API integration.
- Add-ons can be expensive: Hubspot CRM offers various add-ons and integrations that can enhance its functionality, but they come at a higher price than its competitors.
Realvolve
Realvolve is a CRM software specifically designed for real estate professionals. It offers a comprehensive suite of features that can help realtors manage their workflows, transactions, and relationships, with a focus on automation and mobility.
Key features of Realvolve include:
- Contact management: Capture, store, and organize your contacts’ information, including their status, history, properties, and communication, in a mobile-friendly database.
- Workflow automation: Create and automate your workflows, such as lead follow-up, task delegation, contract management, and marketing campaigns, using drag-and-drop visual editors and triggers.
- Calendar sync: Sync your calendar with Google, Outlook, or Apple, and schedule appointments, reminders, and events with ease.
- Email and SMS templates: Use customizable templates to create and send personalized emails and SMS messages to your clients, based on their behavior and preferences.
- Integrations: Connect Realvolve with popular tools, such as Zapier, Google Workspace, DocuSign, and BombBomb, to streamline your workflow and enhance your capabilities.
Pros of Realvolve:
- Real estate-specific: Realvolve is designed specifically for real estate professionals, with features and templates that cater to their unique needs and challenges.
- Intuitive interface: Realvolve has a user-friendly interface that requires minimal training and time to get used to. It also provides a resource library with guides, videos, and webinars.
- Resource library: Realvolve has an extensive resource library that provides educational content, such as blogs, podcasts, and webinars, on various topics related to real estate and CRM.
- Mobile app: Realvolve has a mobile app that allows you to access your CRM data and functionality on the go, with features such as GPS tracking and voice-to-text notes.
- Robust automation capabilities: Realvolve provides advanced workflow automation features, such as conditional logic, triggers, and timers, that can help you save time and increase productivity.
Cons of Realvolve:
- No marketing automation: Realvolve does not offer marketing automation features, such as email campaigns or lead scoring, which can be a drawback for realtors who want to automate their lead generation and nurturing.
- Limited customization options: Realvolve has a limited set of customization options for its templates, workflows, and reports, which may not suit the needs of more advanced or demanding users.
- Costly for large teams: Realvolve’s pricing can be quite expensive for larger teams, as it charges per user and per month. Its basic plan starts at $49/user/month, which is higher than some competitors.
Pipedrive
Pipedrive is a sales-focused CRM software that helps businesses organize and optimize their sales pipeline. It provides visual and intuitive tools that can help realtors manage their leads, deals, and communication, with a focus on customization and automation.
Key features of Pipedrive include:
- Contact management: Store and manage your contacts’ information, such as their name, email, phone, and address, and assign custom fields and tags to segment and filter them.
- Sales pipeline: Create and visualize your sales pipeline, including your deals, stages, measures, and activities, with drag-and-drop editors and analytics.
- Activity tracking: Track your communication and activities with your contacts, such as emails, calls, meetings, and notes, and link them to your deals and pipeline.
- Lead scoring: Score your leads based on their attributes and engagement, and prioritize them based on their likelihood to convert and their potential value.
- Custom fields: Create and assign custom fields to your contacts, deals, and activities, to capture the information that matters to you and your business.
Pros of Pipedrive:
- Intuitive visual pipeline: Pipedrive’s visual and intuitive pipeline allows you to see your entire sales process at a glance and navigate it with ease, with drag-and-drop editors and filters.
- Advanced reporting: Pipedrive provides advanced and customizable reporting and analytics features, such as sales forecasting, goal setting, and activity reports.
- Advanced customization options: Pipedrive offers extensive customization options for its fields, filters, templates, and integrations, which can satisfy the needs of advanced or niche users.
- Integrations: Pipedrive integrates with various third-party apps, such as Zapier, Trello, Slack, and Google Workspace, and offers an API for more advanced integration requirements.
Cons of Pipedrive:
- No marketing automation: Pipedrive does not offer marketing automation features, which can be a drawback for realtors who want to automate their lead generation and nurturing.
- Limited contact management features: Pipedrive’s contact management features are not as comprehensive or flexible as its competitors, such as Zoho CRM or Hubspot CRM.
- No built-in phone or email: Pipedrive does not provide a built-in phone or email system, which may require you to use a third-party provider or tool.
Top Producer
Top Producer is a CRM software that offers a complete suite of tools for real estate agents, including contact management, lead capture, website builder, and action plans. It is known for its all-in-one platform and customizable drip campaigns, but it also has some limitations and drawbacks.
Key features of Top Producer include:
- Contact management: Store and manage your contacts’ information, such as their name, email, phone, and address, and assign custom fields and labels to classify and segment them.
- Lead capture: Capture and manage your leads from your website, social media, and other sources, with customizable forms and landing pages.
- Website builder: Create and edit your website with Top Producer’s drag-and-drop editor, and integrate it with your CRM and MLS listings.
- Market snapshot: Provide market insights and property values to your clients and prospects with customizable reports and analytics.
- MLS integration: Connect Top Producer with your MLS system to access and update your listings and transactions, and stay up-to-date with market data.
- Action plans: Set up and automate your follow-up and marketing campaigns, such as drip emails, reminders, and tasks, with Top Producer’s customizable templates.