Best Real Estate CRM Software

How Many Real Estate CRM Software Products Does G2 Track?

Total Products under this Category: 522

Category Stats (Nov 2026)

  • Average Rating: 4.34/5 (↑0.02 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: RealtyJuggler (+6.27%) - Among all products in this category, RealtyJuggler recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Real Estate CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 10,000+ Authentic Reviews
  • 522+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Real Estate CRM Software

G2 Grid® for Real Estate CRM Software plotting products by satisfaction and market presence

Highlighted products: REsimpli, EliseAI, Zillow Premier Agent, Rechat, Luxury Presence, ResMan, Contactually by Compass, and Follow Up Boss.

Underlying data: [Grid® JSON](https://www.g2.com/categories/real-estate-crm/grids.json?focus%5B%5D=resimpli&focus%5B%5D=eliseai&focus%5B%5D=zillow-premier-agent&focus%5B%5D=rechat&focus%5B%5D=luxury-presence&focus%5B%5D=resman&focus%5B%5D=contactually-by-compass&focus%5B%5D=follow-up-boss)

REsimpli

REsimpli (#1 AI-powered CRM for Real Estate Investors) is an all-in-one software for real estate investors that requires little to no customization. Just a few clicks and you’re on your way to maximizing your profits while keeping your back-end costs low, in under one minute or less.

Average Rating: 4.8/5.0

Total Reviews: 400

How Do G2 Users Rate REsimpli?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Lead Management: 9.6/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 4.5/10 (Category avg: 10/10)

Who Is the Company Behind REsimpli?

  • Seller: REsimpli
  • Year Founded: 2016
  • HQ Location: Highland, Indiana
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Real Estate, Wholesale
  • Company Size: 93% Small, 0% Medium

What Do G2 Reviewers Say About REsimpli?

AI-generated summary from verified user reviews

Pros
  • Users commend REsimpli for its incredible customer support, ensuring smooth onboarding and effective assistance throughout.
  • Users praise REsimpli for its ease of use, customization, and excellent customer support, making it highly user-friendly.
  • Users value the robust functionality of REsimpli, enabling comprehensive management of their real estate investment operations.
  • Users love the all-in-one solution of REsimpli, effectively consolidating multiple tools into a single platform.
  • Users value the easy setup of RESimpli, appreciating its intuitive design and responsive support during onboarding.
Cons
  • Users face a steep learning curve initially, struggling to navigate features and set up the system effectively.
  • Users find REsimpli expensive, facing high setup costs and additional fees for necessary features and functionalities.
  • Users find a lack of customization in REsimpli, requiring adaptation to the system's structure instead of personalizing workflows.
  • Users find the limited customization in REsimpli restrictive, wishing for more tailored options to fit their workflows.
  • Users note limited features that hinder their ability to effectively utilize REsimpli for land investing.

What Are Recent G2 Reviews of REsimpli?

EliseAI

Founded in 2017, EliseAI (formerly MeetElise) is an enterprise-grade conversational AI automation platform built specifically for multifamily and single family operators. It automates prospect and resident conversations end-to-end—across webchat, text, email, and voice—so onsite teams can focus on higher-impact work while occupancy and resident satisfaction climb. Elise automates leasing, maintenance, renewals, and delinquency from day one—resolving 95%+ of routine inquiries, escalating nuanced cases to your team when needed, and surfacing conversion, response-time, and cost-saving insights through real-time dashboards that showcase ROI.

Average Rating: 4.4/5.0

Total Reviews: 48

How Do G2 Users Rate EliseAI?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Lead Management: 10.0/10 (Category avg: 8.6/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.3/10 (Category avg: 10/10)

Who Is the Company Behind EliseAI?

  • Seller: EliseAI
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    636 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate, Information Technology and Services
  • Company Size: 46% Small, 38% Medium

What Do G2 Reviewers Say About EliseAI?

AI-generated summary from verified user reviews

Pros
  • Users highlight the operational efficiency of EliseAI, appreciating the significant time savings and streamlined workflows it provides.
  • Users praise the time efficiency of EliseAI, citing significant operational savings through intelligent task automation and streamlined workflows.
  • Users value the continuous improvement by EliseAI's development team, enhancing flexibility and growth in property management solutions.
  • Users value the customization options of EliseAI, which enhance adaptability and streamline various tasks effectively.
  • Users value the ease of use of EliseAI, as it effectively simplifies their daily tasks and enhances productivity.
Cons
  • Users express concern over the AI's limitations in handling complex conversations, resulting in frustration and awkward transitions to human staff.
  • Users find the high cost of EliseAI problematic, as it lacks affordable options and sufficient customization features.
  • Users desire improved integration opportunities for EliseAI with their PMS systems to enhance functionality and ease of use.
  • Users are frustrated by the limited customization options in EliseAI, affecting affordability and personalized functionality.
  • Users find the limited customization and affordability options of EliseAI frustrating, impacting their overall experience.

What Are Recent G2 Reviews of EliseAI?

Zillow Premier Agent

Zillow Premier Agent is a comprehensive platform designed to empower real estate professionals by connecting them with active home buyers and sellers. By leveraging Zillow's extensive network, agents can enhance their online presence, manage client relationships effectively, and close more transactions. Key Features and Functionality: - Lead Generation: Receive live connections with motivated buyers through phone calls, emails, and tour requests. Zillow verifies buyer intent, ensuring high-quality leads. - Client Management Tools: Utilize the Zillow Premier Agent CRM to track lead sources, engagement history, and communications. The mobile-optimized app allows agents to respond promptly to leads, manage tasks, and set reminders on the go. - Brand Building: Enhance your professional profile with My Agent, which provides exclusive branding across Zillow and Trulia listings. This feature ensures that your clients see you as their primary point of contact throughout their home search. - Training and Development: Access resources and support to improve your skills and stay updated with industry trends. Primary Value and Solutions Provided: Zillow Premier Agent addresses the challenge of connecting real estate professionals with serious buyers and sellers. By offering targeted advertising, verified leads, and robust client management tools, the platform enables agents to streamline their workflow, enhance client relationships, and increase transaction volume. The integration of mobile capabilities ensures that agents can manage their business efficiently, regardless of location.

Average Rating: 2.3/5.0

Total Reviews: 56

How Do G2 Users Rate Zillow Premier Agent?

  • Has the product been a good partner in doing business?: 5.2/10 (Category avg: 8.8/10)
  • Lead Management: 5.6/10 (Category avg: 8.6/10)
  • Contact & Account Management: 6.4/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Zillow Premier Agent?

  • Seller: Zillow
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • LinkedIn® Page: www.linkedin.com
    15,687 employees on LinkedIn®
  • Ownership: NASDAQ
  • Total Revenue (USD mm): $3,339

Who Uses This Product?

  • Who Uses This: Realtor, Real Estate Agent
  • Top Industries: Real Estate
  • Company Size: 68% Small, 16% Large

What Do G2 Reviewers Say About Zillow Premier Agent?

AI-generated summary from verified user reviews

Pros
  • Users find Zillow Premier Agent to be easy to use, efficiently connecting them with motivated buyers and generating leads.
  • Users appreciate the lead generation capabilities of Zillow Premier Agent, effectively enhancing visibility and connecting with motivated buyers.
Cons
  • Users report poor lead quality with Zillow Premier Agent, affecting engagement and overall value for agents.
  • Users find the expensive lead costs challenging, particularly for smaller agents navigating saturated markets.

What Are Recent G2 Reviews of Zillow Premier Agent?

What Are G2 Users Discussing About Zillow Premier Agent?

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How it works

Rechat

Rechat is the AI Operating System for Real Estate with a Super App for Agents. One connected platform where relationships, marketing, and transactions work together, and AI works across all of it. Built to solve a persistent industry problem — agents toggling between 18 disconnected apps — Rechat's platform includes a fully integrated Marketing Studio, People Center, Deals Center, and an entire workforce of AI agents that work as teammates, not tools. The brokerages that run on Rechat see 75%+ agent adoption, replacing fragmented vendor stacks with a single, intelligent operating system. Learn more at rechat.ai.

Average Rating: 4.7/5.0

Total Reviews: 107

How Do G2 Users Rate Rechat?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Lead Management: 7.9/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Rechat?

  • Seller: Rechat
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Realtor, Real Estate Agent
  • Top Industries: Real Estate
  • Company Size: 43% Medium, 43% Small

What Do G2 Reviewers Say About Rechat?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use in Rechat, appreciating its intuitive design and streamlined organization for tasks.
  • Users appreciate the ease of use and automation features of Rechat, enhancing their workflow and client engagement.
  • Users appreciate the automation features of Rechat, which simplify tasks and enhance client interactions seamlessly.
  • Users love the intuitive contact management of Rechat, enhancing organization and client communication for real estate professionals.
  • Users praise Rechat's exceptional customer support and user-friendly design, enhancing efficiency and client communication for brokerages.
Cons
  • Users find the learning curve steep, often struggling with terminology and setup complexities in Rechat.
  • Users note limited customization options in Rechat, affecting the overall user experience and creative potential.
  • Users are frustrated with missing features in Rechat, like ineffective AI and poor contact management capabilities.
  • Users experience email limitations and formatting issues, impacting the effectiveness of their communication through Rechat.
  • Users find limited options frustrating, complicating navigation and hindering effective use of Rechat's features.

What Are Recent G2 Reviews of Rechat?

What Are G2 Users Discussing About Rechat?

Luxury Presence

Luxury Presence is the growth platform for real estate's top performers. The company helps agents, teams, and brokerages attract more clients, turn their database into deals, and create relationships for life, all driven by Presence® AI. The Presence® Platform combines a full marketing team and intelligent technology for a fraction of what a traditional agency costs. More than 87,000 agents and brands across 18,000 real estate businesses rely on Luxury Presence, including 30% of the WSJ RealTrends top agents and teams. The Presence® Platform powers over $450 billion in annual transaction volume and helps agents grow six times faster and close nearly three times more transaction volume than peers in the same markets.

Average Rating: 4.5/5.0

Total Reviews: 67

How Do G2 Users Rate Luxury Presence?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.8/10)
  • Lead Management: 8.4/10 (Category avg: 8.6/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Luxury Presence?

  • Seller: Luxury Presence
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Austin, US
  • LinkedIn® Page: www.linkedin.com
    874 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Realtor
  • Top Industries: Real Estate
  • Company Size: 74% Small, 12% Medium

What Do G2 Reviewers Say About Luxury Presence?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the impeccable customer support from Luxury Presence, enhancing their experience and lead conversion success.
  • Users value the exceptional support from Luxury Presence's team, highlighting their responsiveness and commitment to customer success.
  • Users appreciate the ease of use of Luxury Presence, praising its user-friendly interface and responsive support.
  • Users love the luxury aesthetic and intuitive design of Luxury Presence, enhancing their online presence effortlessly.
  • Users appreciate the easy website development process and excellent support from the Luxury Presence team.
Cons
  • Users find the service pricey, although many agree it's worth the investment for its quality.
  • Users find the limited customization options frustrating, hindering advanced design flexibility and overall user experience.
  • Users face missing features such as limited design options and lack of analytics control, hindering their experience.
  • Users experience challenges due to inaccurate data such as poor image formatting and limited design customization options.
  • Users report integration issues, particularly with systems like Follow Up Boss, impacting initial workflow efficiency.

What Are Recent G2 Reviews of Luxury Presence?

ResMan

ResMan stands as the unrivaled choice in the multifamily and affordable housing real estate marketplace, embraced by owners, operators, and investors. Our platform is thoughtfully designed to provide tailored and seamless solutions that match your specific needs. With ResMan, you enjoy open, scalable architecture and freedom through our expanded product suite, including budgeting, fraud detection, utilities management, and the innovative AI chatbot "Leasing Assistant." Discover the simplicity of managing your property with our intuitive platform, integrating a comprehensive marketing suite, advanced accounting, reporting, and property management capabilities. ResMan's Marketing Suite includes Websites, CRM, Contact Center, and the AI-powered Leasing Assistant chatbot, providing a complete solution to attract and retain tenants while improving communication and lead conversion. Our leading-edge UI/UX transforms complexity into clarity, saving valuable time and boosting efficiencies. ResMan’s platform also includes powerful tools for applicant screening, maintenance optimization, and real-time analytics, ensuring every aspect of property management is covered. Our dedicated customer support and seamless implementation ensure a hassle-free experience. The benefits of ResMan extend further with features designed to address the needs of multifamily and affordable housing properties. ResMan makes property management easier by integrating solutions such as budgeting, fraud detection, and utility management, ensuring comprehensive operational control. One of ResMan's standout features is its open integration partner network, allowing organizations to build their product suite the way they want. This flexibility ensures that you can tailor the platform to meet your specific needs, leveraging partnerships that enhance and expand the functionality of ResMan. Elevate your property management with ResMan, where innovation meets practicality, empowering your success in today's competitive real estate landscape. With ResMan, property management becomes more than just a task—it’s a seamless, efficient experience that transforms operations and drives growth. Discover why ResMan is ahead of the competition and take your property management to new heights.

Average Rating: 4.8/5.0

Total Reviews: 457

How Do G2 Users Rate ResMan?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Lead Management: 9.5/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind ResMan?

  • Seller: Inhabit
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Knoxville, US
  • LinkedIn® Page: www.linkedin.com
    2,600 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Property Manager, Assistant Manager
  • Top Industries: Real Estate, Commercial Real Estate
  • Company Size: 48% Small, 43% Medium

What Do G2 Reviewers Say About ResMan?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of ResMan, highlighting smooth integration and intuitive navigation features.
  • Users appreciate the user-friendly interface of ResMan, finding it intuitive and enhancing their overall workflow.
  • Users find ResMan to have a user-friendly interface that makes learning and navigation straightforward and efficient.
  • Users praise the quick and effective customer support of ResMan, enhancing their overall experience and satisfaction.
  • Users value the quick customer support and easy integration of ResMan, enhancing their property management experience.
Cons
  • Users express frustration over missing features, like handling multiple work orders for different units and managing waiting lists.
  • Users experience slow performance with ResMan, facing delays during loading and screening processes that hinder workflow.
  • Users find the poor usability of ResMan challenging, struggling with cumbersome layouts and inefficient features.
  • Users experience slow loading times with ResMan, particularly during updates and when managing waitlists.
  • Users find that ResMan is not user-friendly, struggling with navigation and requiring double work for tasks.

What Are Recent G2 Reviews of ResMan?

What Are G2 Users Discussing About ResMan?

Contactually by Compass

Contactually is a SaaS-based intelligent customer relationship management (CRM) platform for real estate professionals and their teams that helps users develop and strengthen authentic, long-lasting relationships. The heart of Contactually is centralizing contacts and automatically documenting the relationship touchpoints. With a layer of intelligence over everything, and the ability to fit into your brokerage’s tech stack, Contactually scales actionable follow-up plans and automates relationship workflows, leaving agents free to do what they do best — build the kind of personal relationships that grow the business.
  • Get smarter about messaging with automated relationship-nurturing programs, shared templated content, and open, click, and response tracking
  • Bucket contacts by the kind of relationship you want to cultivate — new leads, current clients, past clients, sphere of influence, etc. — and set-up a personalized plan of action for each bucket
  • Prioritize the day’s efforts with a daily dashboard and to-do email to prompt engagement and identify relationships that need attention
  • Take advantage of growing AI features to optimize agent workflow — and their time. For example, our Best Time to Send identifies when to send an email to a specific contact to increase the likelihood of response, and allows the user to schedule it in advance
  • Distribute best practices at the brokerage or team level, with options to allow agents to individualize based on their own personal success
  • Access broker-level administration and reporting to drive adoption, increase agent productivity, and identify opportunities for recruiting, as well as retention risks
Contactually meets the needs of both brokers and agents, achieving higher-than-average adoption rates and contributing to recruitment, retention, and revenue growth throughout the brokerage. 75% of agents on brokerage accounts have logged in during the last 30 days, building stronger relationships and increased opportunities.

Average Rating: 4.2/5.0

Total Reviews: 115

How Do G2 Users Rate Contactually by Compass?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Contactually by Compass?

  • Seller: Compass
  • Year Founded: 2012
  • HQ Location: New York, Ny
  • LinkedIn® Page: www.linkedin.com
    35,329 employees on LinkedIn®
  • Ownership: NYSE: COMP

Who Uses This Product?

  • Who Uses This: Realtor, Owner
  • Top Industries: Real Estate, Marketing and Advertising
  • Company Size: 77% Small, 12% Medium

What Are Recent G2 Reviews of Contactually by Compass?

What Are G2 Users Discussing About Contactually by Compass?

Follow Up Boss

Follow Up Boss is simple sales software for real estate teams. We help you follow up faster, more often, and with the leads and clients most likely to convert into sales and revenue. Our clients range from solo agents through to some of the top performing teams in the country, as well as e-leads teams within larger brokerages. Our system is designed to manage the entire lifecycle of your relationship from new lead through to past clients and sphere.

Average Rating: 4.6/5.0

Total Reviews: 116

How Do G2 Users Rate Follow Up Boss?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Lead Management: 9.2/10 (Category avg: 8.6/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Follow Up Boss?

Who Uses This Product?

  • Who Uses This: Realtor
  • Top Industries: Real Estate
  • Company Size: 77% Small, 15% Medium

What Do G2 Reviewers Say About Follow Up Boss?

AI-generated summary from verified user reviews

Pros
  • Users love the user-friendly interface of Follow Up Boss, simplifying communication and enhancing productivity seamlessly.
  • Users commend the quick customer support of Follow Up Boss, enhancing their overall experience with the platform.
  • Users appreciate the seamless integrations of Follow Up Boss, enhancing visibility and streamlining communication across platforms.
  • Users value the automated features of Follow Up Boss, making their workflows significantly more efficient and manageable.
  • Users value the easy setup of Follow Up Boss, ensuring a smooth transition and quick usability for their teams.
Cons
  • Users find the initial learning curve difficult, but the effort pays off with valuable functionality over time.
  • Users find the contact search functionality lacking, which can hinder efficiency and frustrate the overall experience.
  • Users find the mobile app's slow speed frustrating, alongside the need for improved contact search efficiency.
  • Users often face phone bugs with Follow Up Boss, which can disrupt their usage and productivity.

What Are Recent G2 Reviews of Follow Up Boss?

What Are G2 Users Discussing About Follow Up Boss?

BoldTrail BackOffice

BoldTrail BackOffice is the next generation of Brokermint and brings your entire business together. This powerful set of products and thriving community provides all the insights, tools, and innovations you need to streamline transaction operations, enhance your brand, and drive business growth. Everything you need is all in one place in the most user-friendly, and supportive system. It’s modern, it’s automated, it’s built for the cloud, and it comes in flexible packages to fit your unique business needs. BoldTrail BackOffice has it all: - Forms and e-sign - Transaction management - Commissions - Accounting/Reporting - Retention/Coaching - Recruiting - Analytics

Average Rating: 4.3/5.0

Total Reviews: 179

How Do G2 Users Rate BoldTrail BackOffice?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Lead Management: 9.3/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind BoldTrail BackOffice?

  • Seller: Inside Real Estate
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Murray, Utah
  • LinkedIn® Page: www.linkedin.com
    450 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Broker/Owner, Realtor
  • Top Industries: Real Estate, Accounting
  • Company Size: 79% Small, 17% Medium

What Do G2 Reviewers Say About BoldTrail BackOffice?

AI-generated summary from verified user reviews

Pros
  • Users find BoldTrail BackOffice incredibly user-friendly, enhancing workflow and making document management effortless and efficient.
  • Users value the organizational capabilities of BoldTrail BackOffice, enhancing workflow and document management efficiency.
  • Users appreciate the efficiency and speed of BoldTrail BackOffice, significantly enhancing their workflow and document management.
  • Users value the efficient contact management features of BoldTrail BackOffice for streamlined agent transactions.
  • Users love the robust features of BoldTrail BackOffice, enhancing transactions and streamlining agent management significantly.
Cons
  • Users express frustration with poor customer support, highlighting issues with cancellation and slow response times.
  • Users feel the limited customization options hinder their experience and wish for improved organization and features.
  • Users feel that BoldTrail BackOffice lacks organizational features and customization options, hindering their overall efficiency.
  • Users report email issues, noting messages often end up in junk mail, disrupting communication with clients.
  • Users find difficult usability in BoldTrail BackOffice, facing clunky forms and frustrating onboarding challenges.

What Are Recent G2 Reviews of BoldTrail BackOffice?

What Are G2 Users Discussing About BoldTrail BackOffice?

BoldTrail

BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive. BoldTrail is not only our new brand, but a new vehicle for Inside Real Estate to combine capabilities, including front office, back office, business intelligence and recruiting, to better serve you, the real estate professional.

Average Rating: 4.5/5.0

Total Reviews: 1,501

How Do G2 Users Rate BoldTrail?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 8.8/10)
  • Lead Management: 8.8/10 (Category avg: 8.6/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind BoldTrail?

  • Seller: Inside Real Estate
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Murray, Utah
  • LinkedIn® Page: www.linkedin.com
    450 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Realtor, Real Estate Agent
  • Top Industries: Real Estate, Commercial Real Estate
  • Company Size: 54% Small, 25% Large

What Do G2 Reviewers Say About BoldTrail?

AI-generated summary from verified user reviews

Pros
  • Users love the centralized system of BoldTrail, enabling easy management and tracking of transactions and contacts.
  • Users appreciate the campaign flexibility of BoldTrail, valuing its all-in-one platform and insightful analytics.
  • Users love the automation features of BoldTrail, enhancing creativity and making the process seamless and efficient.
  • Users praise the ease of use of BoldTrail, finding its interface and features highly intuitive and accessible.
  • Users appreciate the effective lead generation capabilities of BoldTrail, finding it quick and user-friendly for managing campaigns.
Cons
  • Users find the difficult usability of BoldTrail limits productivity, making it cumbersome to navigate essential functions.
  • Users find the learning curve steep, making it challenging for new agents to master all tools effectively.
  • Users find the difficult learning curve of BoldTrail challenging, needing a more user-friendly approach for better navigation.
  • Users note the expensive pricing of BoldTrail, with high costs and concerns about value and effectiveness.
  • Users find the difficult learning curve of BoldTrail challenging, especially with the complex UI and features.

What Are Recent G2 Reviews of BoldTrail?

What Are G2 Users Discussing About BoldTrail?

Funnel Leasing

Funnel is multifamily's first front-office-only AI platform, proven by the most advanced operators in the industry and democratizing the new operating model of centralization and AI for all. The platform orchestrates AI, people, and workflows across every property in a portfolio, and its partner-friendly ecosystem connects to the systems and LLMs multifamily leaders already run. Pairing the speed of AI with the high-value moments only humans can deliver reduces costs, improves efficiency, and standardizes execution for Funnel partners. This approach gives operators the flexibility to operate and differentiate on their own terms; Funnel powers the world’s best rental experience for one in ten apartment homes.

Average Rating: 4.3/5.0

Total Reviews: 259

How Do G2 Users Rate Funnel Leasing?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.8/10)
  • Lead Management: 9.5/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Funnel Leasing?

Who Uses This Product?

  • Who Uses This: Leasing Consultant, Property Manager
  • Top Industries: Real Estate, Commercial Real Estate
  • Company Size: 50% Medium, 39% Small

What Do G2 Reviewers Say About Funnel Leasing?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the centralized communication in Funnel Leasing, enhancing collaboration and clarity among staff members.
  • Users value the centralized communication in Funnel Leasing, enhancing collaboration and reducing miscommunication in offices.
  • Users value the centralized communication provided by Funnel Leasing, enhancing collaboration and clarity among staff members.
  • Users value the centralized communication of Funnel Leasing, enhancing collaboration and clarity among office staff.

What Are Recent G2 Reviews of Funnel Leasing?

What Are G2 Users Discussing About Funnel Leasing?

Brivity

Brivity Platform isn’t just real estate software—it’s a complete ecosystem designed to help you capture, nurture, and close leads while building lasting client relationships. From stunning IDX websites and a world-class CRM to powerful nurturing tools, transaction management, lead generation, marketing suite, recruiting solution, and a reporting center to track your business performance against your goals, Brivity provides everything you need. Empowering agents and teams to streamline processes, save time, and achieve measurable results, Brivity is the ultimate platform for real estate success. Brivity Platform consolidates your entire business workflow from lead generation to closing into one streamlined, intelligent technology platform. Whether you're a solo agent or a large team, Brivity helps you generate and convert more leads, stay accountable, scale your systems, and close more deals, all from one login.

Average Rating: 4.2/5.0

Total Reviews: 43

How Do G2 Users Rate Brivity?

  • Has the product been a good partner in doing business?: 7.0/10 (Category avg: 8.8/10)
  • Lead Management: 8.9/10 (Category avg: 8.6/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Brivity?

  • Seller: Brivity
  • Year Founded: 2012
  • HQ Location: Bellingham, WA
  • LinkedIn® Page: www.linkedin.com
    146 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 93% Small, 5% Large

What Do G2 Reviewers Say About Brivity?

AI-generated summary from verified user reviews

Pros
  • Users value Brivity for its robust all-in-one solution, continually enhancing tools for streamlined business management.
  • Users love the robust all-in-one system of Brivity, appreciating its continuous improvements and comprehensive features.
  • Users appreciate the consistent updates and improvements of Brivity, enhancing its all-in-one system capabilities.
  • Users love how Brivity provides a comprehensive all-in-one solution that consistently enhances business growth and efficiency.
  • Users appreciate the centralized solution of Brivity, enjoying the ease of managing everything in one place.
Cons
  • Users desire a forms library in Brivity for better document storage and management instead of relying on external services.
  • Users desire a forms library for easier document management instead of relying on external platforms like Google Docs.
  • Users desire a forms library for easier document uploads instead of relying on external services like Google Docs.
  • Users feel the reporting capabilities of Brivity need significant improvement compared to superior alternatives like CTE.

What Are Recent G2 Reviews of Brivity?

BoomTown

BoomTown, the only solution that generates and manages leads. Expert lead generation, consumer websites, CRM, in-house lead qualification services, and more, in flexible packages that scale.

Average Rating: 4.7/5.0

Total Reviews: 564

How Do G2 Users Rate BoomTown?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Lead Management: 9.2/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind BoomTown?

  • Seller: Inside Real Estate
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Murray, Utah
  • LinkedIn® Page: www.linkedin.com
    450 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Realtor, Real Estate Agent
  • Top Industries: Real Estate
  • Company Size: 78% Small, 19% Medium

What Do G2 Reviewers Say About BoomTown?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of BoomTown, finding it simple to navigate and effective for training new agents.
  • Users find BoomTown's lead generation capabilities excellent, simplifying lead management and enhancing conversion efficiency.
  • Users appreciate the ease of use in BoomTown's lead management, enhancing lead conversion and organization.
  • Users value the easy organization of contacts with tags and detailed notes, enhancing lead management and updates.
  • Users appreciate the effective organization tools in BoomTown, enhancing database management and personalization of communication.
Cons
  • Users are frustrated with the update issues, noting outdated functionality and a lack of innovation in BoomTown.
  • Users face email issues with BoomTown, struggling with graphics and feeling pressure to switch tech stacks.
  • Users find the design outdated and request a more modern interface and improved dashboard features.
  • Users find the outdated technology in BoomTown limits functionality and lacks a modern design experience.
  • Users experience poor lead quality, often dealing with unrealistic leads that cannot be easily removed from the system.

What Are Recent G2 Reviews of BoomTown?

RealtyJuggler

RealtyJuggler is an affordable, fully featured, easy-to-use CRM built specifically for real estate professionals. It combines contact management, lead and prospect follow-up, transaction management, marketing, communications, business organization, and more than 500 integrations in a single cloud-based system. RealtyJuggler also provides complimentary onboarding and phone support, including one-on-one training. A 90-day free trial requires no credit card and does not automatically convert to a paid membership. Since 2004, more than 150,000 real estate professionals have trusted RealtyJuggler. RealtyJuggler has held an A+ rating from the Better Business Bureau since 2006. It is designed for real estate agents, investors, commercial real estate professionals, appraisers, loan officers, builders, and others who want real-estate-specific functionality without the complexity and cost of a large enterprise CRM. RealtyJuggler is ideal for an individual agent, an agent with an assistant, a larger team, or an entire office. Brokers can assign leads, agents can share information with assistants, and tasks can be delegated, all while keeping information organized in a single system. Pricing is on a per-seat basis, so RealtyJuggler can grow (or shrink) with you. Never pay for unused seats. CONTACT MANAGEMENT, LEAD MANAGEMENT, AND PROSPECTING RealtyJuggler provides a central database for prospects, clients, your sphere of influence, and other professional contacts. Organize using categories, record notes and communication history, schedule appointments and tasks, and set reminders and recurring follow-ups. Track prospects throughout the sales process, schedule follow-up calls, and build a daily call list. Automatic reminders help agents stay on top of birthdays, closing anniversaries, deadlines, and other key relationship events. Leads can be imported from spreadsheets, MLS and tax records, other CRMs, and third-party lead sources. If you use a lead source regularly, Valet Import can automate field assignments, so you can complete future imports with a single click. RealtyJuggler's Email Feed automatically converts lead emails into Prospect records, eliminating data entry so agents can follow up immediately. It's perfect for automatically feeding leads from IDX websites into RealtyJuggler. FOLLOW-UP, DRIP CAMPAIGNS, AND REAL ESTATE MARKETING RealtyJuggler includes built-in follow-up and marketing tools for prospects and an agent's sphere of influence. Agents can create Activity Plans (also known as Task Plans) and schedule time-released drip sequences via email or printed letters. RealtyJuggler also supports bulk email, mail-merged letters, mailing labels and envelopes, eCards, real estate flyers, and branded marketing communications. The built-in real estate content library offers ready-to-use materials for common prospecting and client follow-up, and users can create and customize their own content. Emails may include formatted text, images, videos, and personalized mail-merge content. During complimentary onboarding, RealtyJuggler staff will set up letterhead, a company logo, a portrait photo, a signature, and contact information to ensure consistent branding and help maximize email open rates. RealtyJuggler tracks email opens, invalid email addresses, unsubscribes, opt-outs, and spam complaints. REAL ESTATE TRANSACTION AND BUSINESS MANAGEMENT RealtyJuggler goes beyond basic contact management with tools for listings, buyers, deals, offers, closings, commissions, expenses, and more. Listing records track listing expiration dates so you never inadvertently let a listing lapse. Agents can solicit showing feedback via email forms and provide sellers with Service Reports that summarize promotional activity and buyer feedback. These tools help agents keep sellers informed and identify when a pricing adjustment is needed to sell the property. Closing records track parties, deadlines, contingencies, inspections, and other activities required for a smooth transaction. Users can upload PDF documents, such as contracts and inspection reports, for archival storage and easy sharing. The commission calculator computes commissions, including splits, referral fees, and franchise fees. Expense tools track business and recurring expenses, mileage, taxes, and contractor payments. RealtyJuggler also includes calculators for mortgage payments, maximum loan amounts, rent-versus-own analysis, buyer and seller net calculations, comparative market analysis, and commission calculations. These tools can help prequalify buyers and identify properties that may require a short sale before listing. Rental-management features can track rents, expenses, administrative fees, and work orders. RealtyJuggler can also track continuing education requirements, showing users how many credits they have completed and how many are still needed for license renewal. Agents can compare past expenses and income with projected income and use their lead pipeline to estimate future cash flow and work toward year-over-year goals. Prospects and deals are tracked by lead source, helping users identify which lead sources generate income and which do not. SMS TEXTING, PHONE TOOLS, AND CALL CAPTURE RealtyJuggler supports SMS text conversations via Twilio. Users can communicate with clients and prospects, view text threads in RealtyJuggler, and link conversations to transaction records to keep communication connected to the appropriate relationship or deal. SMS notifications can alert agents to new leads, appointments, tasks, and deadlines. Twilio service is optional, and usage charges are separate from RealtyJuggler membership. Call Capture provides real-estate-specific lead capture for property inquiries. A dedicated number can provide property information by voice or text, capture caller ID, notify the agent, and automatically create a Prospect record. Callers can also connect directly with the agent, making Call Capture useful for generating and tracking buyer inquiries from yard signs and property marketing. RealtyJuggler also supports click-to-call on iPhone, Twilio, Google Voice, Zoom Phone, Dialpad, JustCall, and RingCentral. GOOGLE SYNC, MOBILE ACCESS, AND TEAM SHARING RealtyJuggler provides comprehensive bidirectional synchronization with Google Contacts and Google Calendar, helping keep contacts and appointments in sync across RealtyJuggler, computers, iPhones, iPads, Android phones, and tablets. The result is a unified address book and calendar. RealtyJuggler is cloud-based and runs in any modern web browser. The interface adapts to different screen sizes. It supports multi-user sharing for assistants, partners, staff, and team members, and includes automatic upgrades and redundant data backups. It operates quickly, leveraging the latest security, encryption, and networking features. MORE THAN 500 INTEGRATIONS RealtyJuggler supports more than 500 integrations spanning lead sources, IDX websites, contact and calendar systems, marketing, mailing, dialers, communications, MLS, property data, and more. Supported third-party lead sources include Zillow, Realtor.com, Facebook Leads, IDX websites, Zapier, Google Contacts, Google Calendar, Mailchimp, and many others. Email Feed can parse incoming leads, while Valet Import can import data from spreadsheets, databases, MLS data, tax records, and other CRM systems. RealtyJuggler can import data from most competing and general-purpose CRMs, including Top Producer, IXACT Contact, Wise Agent, Follow Up Boss, BoldTrail/kvCORE, Lofty, HubSpot, Salesforce, and others. Staff can help move contacts and leads during complimentary onboarding, and Valet Import can create reusable workflows for recurring data sources. This broad integration support lets RealtyJuggler serve as the central CRM while users continue to use specialized lead-generation, marketing, and transaction services that best fit their unique requirements. ONBOARDING, TRAINING, AND HUMAN SUPPORT RealtyJuggler includes complimentary phone support. Free onboarding includes help importing contacts and leads, merging duplicate records, adding letterhead and signature branding, and configuring smartphone synchronization. Complimentary one-on-one and group training can cover any RealtyJuggler feature for individuals, teams, and offices. Complimentary one-on-one and team training is available to demonstrate any RealtyJuggler feature. Agents can also learn through video tutorials and written manuals. Phone support is available in the United States and Canada, while email support is available more broadly. Real estate professionals can start with RealtyJuggler’s core functions and then learn additional features that interest them, such as bulk email and birthday tracking. Because RealtyJuggler's user interface is uniform and simple, learning new features is easy. Agents can be productive after less than an hour of phone training. A COMPLETE, AFFORDABLE REAL ESTATE CRM RealtyJuggler brings together the tools real estate professionals need, eliminating the need for multiple applications. Membership includes onboarding, support, training, upgrades, backups, and comprehensive, real estate-specific functionality. The 90-day free trial requires no credit card, allowing real estate professionals to evaluate the full system before deciding whether it fits their business. Membership can be canceled at any time for a prorated refund. RealtyJuggler is the ideal tool for real estate professionals seeking a single system for contacts, leads, follow-up, transactions, marketing, communications, tasks, calendars, commissions, expenses, documents, property information, and integrations. RealtyJuggler offers a practical blend of broad functionality, ease of use, personal support, and affordability. It is designed to be powerful enough to manage the day-to-day operations of a real estate business while remaining simple enough to use consistently.

Average Rating: 4.7/5.0

Total Reviews: 34

How Do G2 Users Rate RealtyJuggler?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Lead Management: 8.3/10 (Category avg: 8.6/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 9.2/10 (Category avg: 10/10)

Who Is the Company Behind RealtyJuggler?

  • Seller: RealOrganized
  • Company Website:
  • Year Founded: 2004
  • HQ Location: Fort Collins, Colorado
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 74% Small, 29% Medium

What Are Recent G2 Reviews of RealtyJuggler?

CINC

Turn your database into a databank. CINC is the premier lead generation and conversion engine helping real estate agents increase their ROI and develop a valuable asset. CINC‘s 50,000+ top producers power their teams to drive bigger business and a better life. Now is the time to increase the value of your business. CINC allows you to: --Capture New Leads with Paid Search & Paid Social --Identify Now & Future Business --Nurture Leads in Your Database --Convert Leads into Homebuyers & Repeat Business

Average Rating: 4.4/5.0

Total Reviews: 195

How Do G2 Users Rate CINC?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.8/10)
  • Lead Management: 8.6/10 (Category avg: 8.6/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind CINC?

  • Seller: Comissions Inc.
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Marietta, Georgia
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Realtor, Real Estate Agent
  • Top Industries: Real Estate
  • Company Size: 87% Small, 9% Medium

What Do G2 Reviewers Say About CINC?

AI-generated summary from verified user reviews

Pros
  • Users commend CINC for its ease of use, allowing quick adaptation and effective communication with clients.
  • Users value the low-cost, high-quality lead generation capabilities of CINC, enhancing efficiency and optimizing business growth.
  • Users commend CINC's excellent customer support, highlighting prompt issue resolution and valuable monthly feature meetings.
  • Users appreciate the user-friendly interface and powerful features of CINC, enhancing communication and lead management.
  • Users value the AI integration in CINC, enhancing lead tracking and support with streamlined tools and training.
Cons
  • Users express frustration with poor lead quality, wasting time on incorrect contacts and unverified information.
  • Users report AI inefficiency leading to wrong contact matches and unstrategic automated communications, complicating lead management.
  • Users find the learning curve complicated, requiring significant time and tech-savvy skills for effective onboarding.
  • Users highlight the missing features in CINC, including inadequate AI support and lack of essential tools for success.
  • Users desire a more effective search functionality to include all MLS listings and better filtering options.

What Are Recent G2 Reviews of CINC?

What Are G2 Users Discussing About CINC?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024

Learn More About Real Estate CRM Software

What is Real Estate CRM Software?

Real estate agents are constantly on the go and are always “on." They must attract new clients, maintain communication with existing clients, keep up to date on listings, track contracts and the existing sales pipeline, advertise their personal brand, maintain an active social media presence, and know how to leverage tech to keep in front of their competition and prospective clients. Real estate CRM software helps unify priorities and tasks, working in the best interest of the agent that uses the software.

Real estate CRM software is more than a glorified lead capturing, generating, and tracking tool. Real estate CRM software is a client, contract, and agent database specifically designed for the real estate industry. Real estate CRM software helps agents and businesses serve their clients better by centralizing and integrating all agent activities into a consolidated system. Real estate CRM software has the capability to automate workflows, analyze agent interactions and sales cycles, and optimize and track client correspondence. With a real estate CRM, real estate agents and brokers can be more efficient and productive with their time, as well as ensure improved, engaging personalization.

Key Benefits of Real Estate CRM Software

  • Consolidates and organizes lead and contact information into a searchable database
  • Automates workflows and time-consuming tasks
  • Optimizes marketing automation efforts
  • Tracks and reports on agent performance and business operations data
  • Integrates with MLS systems and other relevant third-party software

Why Use Real Estate CRM Software?

Aside from data centralization and workflow automation, real estate professionals leverage real estate CRM software for two significant reasons: to increase efficiency and improve client relationships.

Efficiency — Because real estate CRM software automatically collects client information and sets up reminders and notifications about milestones and notable events, real estate agents do not need to chase down that information. That kind of information is crucial to accurately personalize client correspondence, but it takes time to gather and analyze. Real estate CRM software automates menial, time-consuming tasks, allowing agents to respond quickly and deliberately.

Strengthens client relationships — Real estate CRM software allows agents to minimize unnecessary back and forth with a client about housing requirements by collecting and processing preferences and the like. During and after a closed deal, real estate CRM software tracks the behaviors and interactions of clients with agents, which help in predicting the feedback that an agent may receive from a satisfied or unsatisfied customer. Real estate CRM software also helps agents maintain a light, not bombarding, touch with follow-ups and can set referrals in motion.

Who Uses Real Estate CRM Software?

Real estate agents — Real estate agents use real estate CRM software to better track their sales pipeline, contracts, and client correspondence. Agents benefit from the one-stop shop that a real estate CRM offers, reducing the myriad different software systems, physical repositories, and applications that they might previously have used to keep track of their activities and clients.

Real estate investors — Real estate investors can leverage real estate CRM’s data reporting and visualization functionality to present and model business data. Real estate CRM’s data consolidation capability helps investors see the number of deals won in a specific time period and the total value of all deals currently in the pipeline, while supporting the creation of long-term portfolio strategies.

Mortgage lenders — While mortgage CRM software does exist as a tailored solution for the lending industry, lenders can still leverage real estate CRM to manage contacts, aggregate documents, and prioritize tasks. While a real estate CRM cannot integrate as neatly with a loan origination system (LOS) like a mortgage CRM can, it is still a useful tool that can help consolidate information to improve client relationships and loan cycles.

Kinds of Real Estate CRM Software

Real estate CRM software is further segmented into commercial, residential, rental, and condominium, as well as by price points. The needs and requirements of each type of real estate focus varies, as will the CRM solution that can best serve or adapt to business operations. However, the following segment will discuss the two different ways to deploy real estate CRM into a business.

Cloud-based — Web- or cloud-based real estate CRM software can either be bought on a subscription basis or as a one-time download. A cloud-based real estate CRM is helpful for real estate agents that are always on-the-go, enabling them to access or update listings or client information in real time. Cloud-based solutions can be more cost-effective than on-premises deployed CRMs.

On-premises — While on-premises real estate CRM software may be more expensive and require extra hardware or infrastructure updates, on-premises deployment promises security of client and business data.

Real Estate CRM Software Features

Not all real estate CRMs are alike, considering that some are designed for residential versus commercial real estate and ownership versus rental real estate properties. However, some features are standard across all real estate CRMs.

Contact management — Contact management functionality offers the ability to segment and categorize contacts and leads by type of lead, referral status, history, and preferences. Usually these kinds of categorizations appear as filter fields or tags. The more flexible or customizable the fields are, the better for ease of use. A real estate CRM’s contact database should also be navigable, since the database will be the repository of any future interaction or communication.

Listing management — Whether a real estate CRM’s listing management means a seamless MLS synchronization or a customizable listing database, this is a crucial feature. What use is a centralized system of client, listing, and agent personas if it cannot provide a 360-degree overview of the prospective client? Listing management also touches upon document storage and management, as well as event or transaction tracking.

Email management — Email and e-newsletter templates help real estate agents send off to-the-point emails that still exude friendliness and thoughtfulness. A robust email management feature helps agents put together and send off proposals, participate in drip email campaigns, and take advantage of any extra features, like multiple language support.

Mobile solution — Specific to cloud- or web-based solutions, real estate CRMs that provide a mobile application or support mobile devices better suit the traveling lifestyle of a field agent.

Potential Issues with Real Estate CRM Software

Inflexibility — A solution that either lacks in customization options or flexibility to adapt to a business’ requirements will fail. The buyer should research just how customizable a set of features or dashboards are and try out the solution in a free trial to discover whether fields and displays can be easily edited, deleted, or added to.

Lack of integration — Investing in a single real estate CRM does not equal a dramatic overhaul of a real estate agency. The CRM will help, but simple integration to other real estate solutions is necessary for the business to succeed. No solution will integrate with every piece of real estate tech out there, so the buyer should keep in mind the generic and industry-specific systems that are already in place.

Difficult learning curve — Complete adoption of any software is desired, but that can only happen if the learning curve isn’t too steep or cumbersome. Humans are creatures of habit, and real estate agents are already stretched thin due to the enormous amount of multitasking that is expected of them. Software that isn’t intuitive, requires exhaustive training, or doesn’t come with easy-to-reach vendor support will fail.

Expensive — "You get what you pay for" is an adage that applies to real estate CRM software. The cheapest solution won’t be as effective in optimizing the duties and responsibilities of a real estate agent, but buyers must ask a vendor’s sales reps what is included in the price of the solution. Is vendor support an additional charge? What kind of infrastructure or hardware requirements does a solution require in order to work well?