The best CRM tools for real estate professionals
Most real estate service providers today rely on customer relationship management (CRM) software to streamline their day-to-day activities and boost productivity by eliminating time-consuming bottlenecks.
Thanks to cloud storage, a quality CRM allows real estate agents, brokers, and realtors to manage their businesses from a single platform whether they’re at the office or on the road. Each package contains a different set of functions, suitable for different needs. At its most basic, a CRM can help you more easily manage the following:
- … and much, much more
With so many options and features to choose from, a bit of friendly advice couldn’t hurt, right? In this article we’ve compiled a list for you of the best CRM tools out there in terms of functionality, price, and suitability for specific businesses.
Let’s dive in!
Want to upgrade your sales game without straying too far from Gmail? If so, Streak CRM is just the tool for you! Built to integrate seamlessly with your Gmail account, as well as with other Google Workplace apps, Streak is perfect for freelancers, startups, and small businesses.
Don’t be fooled by Streak’s bare-bones design – it has quite a bit more to offer than a basic spreadsheet. In the dashboard you’ll see a representation of your work pipeline, divided into three segments: new lead, deal in progress, and sale won or lost.
Streak comes with several pre-installed templates, but you can easily customize them or build your own from scratch. Once you’ve got your pipeline in place, you can start setting up automated workflows that are triggered by specific events.
In addition to pipeline management, Streak also has a plethora of other functions like scheduling, asset (content) management, project management, business development, lots of nifty inbox tools, and more.
Streak’s free plan gets you basic CRM features, such as 500 contacts, 50 mail merges, and email tracking and snippets. Paid plans expand on the free features and unlock additional ones, such as data validation, support, and advanced CRM tools.
RealCloud is a real estate prospecting system that provides users with access to a truly massive property and property owner database (residential and commercial), an integrated CRM, and a smart auto-dialer function.
All the information contained in the database, and rendered on a map for convenience, is not only extensive – RealCloud has records on over 100 million properties in the U.S. – but also highly detailed. Each database entry gives you the lowdown on the property’s mortgage and zoning status, permits, walk score, value, and… you name it!
The CRM section of RealCloud integrates neatly with the database and can be used as a standalone replacement for most real estate office software. Functions include effortless contact management, improved leads, correspondence, and prospect insights.
RealCloud also has an auto-dialer that’s an absolute god-send for larger businesses. It’s capable of recognizing disconnected calls, answering machines, busy tones, and human language. When someone picks up, the dialer automatically re-routes the call to an available agent, thereby maximizing speaking time.
Like RealCloud, Chime is an all-in-one solution that aims to increase user productivity while radically cutting down on the number of tools used. Chime provides a comprehensive way to gather leads, convert them into clients, and then activate them as sources of referrals and repeat business.
The platform’s CRM includes a wealth of advanced functionality, such as AI chatbots, a built-in power-dialer with up to three lines, a native mobile app, transaction management, and hundreds of available integrations (Zillow, Gmail, and more).
Chime also comes with a great-looking website directly hooked into the CRM, which means that virtually every move a visitor makes is carefully logged and analysed. The website also provides in-depth information about demographics, neighbourhood data, turnover rates, etc.
To top it all off, Chime also has a powerful marketing engine that enables converting leads without them leaving their Facebook account, and a retargeting strategy that encourages unconverted prospects to give their lead information via ads.
Chime is an overall excellent piece of software, but beware – it’s also a premium product, best suited for already established agents, teams, and brokerages willing to invest some extra cash to boost those sales even further. With many different bonus packages and add-ons, Chime makes scaling a breeze, and could serve you throughout your career.
One of Pipedrive’s biggest virtues is the fact that it’s extremely easy to use. This makes it the perfect choice for first-time CRM software users – and especially for small businesses.
Pipedrive has a drag-and-drop interface – essentially, a kanban board – which allows users to build an unlimited number of deal pipelines with the absolute minimum of effort.
In addition, it offers highly customizable reports, user-friendly calendar and email integrations, and automated workflows. You can choose from 30 built-in templates or easily create your own. Automated workflows are great at moving deals through your pipeline, scheduling meetings, or triggering emails.
To make the product even more functional, Pipedrive has been actively working on updates. For instance, it recently added integrations for Zoom and Google Meet, project management with Monday and Trello, and accounting with Xero and Quickbooks.
As mentioned above, Pipedrive is a great pick for small businesses, but might be a bit too limited for larger ones. This is mainly due to the relative lack of email marketing tools and the fact that you have to pay extra for web forms and chatbots. Otherwise, you can’t go wrong with Pipedrive.
Pricing starts at $18/user per month.
Before we let you go
To facilitate choosing the most appropriate CRM, we provide our members with a discount on all of them. If you’re interested, you can register here, and get access to not only the tools discussed above, but also 100+ offers that will make your life as a real estate professional much easier!