### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Real Estate CRM Software Resources

##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Real Estate CRM Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Real Estate CRM Software Articles

[![I Evaluated the 5 Best Free Real Estate CRM for 2026](https://learn.g2.com/hubfs/G2CM_FI1050_Learn_Article_Images_%5Breal_estate_crm_software%5D_V1a.png "I Evaluated the 5 Best Free Real Estate CRM for 2026")](https://www.g2.com/articles/free-crm-for-real-estate-agents)

[
### I Evaluated the 5 Best Free Real Estate CRM for 2026
](https://www.g2.com/articles/free-crm-for-real-estate-agents)
Managing a real estate business means juggling listings, agent tasks, and client follow-ups across multiple platforms. Without a central system, it’s easy to lose track, waste time, and miss opportunities.

[
 ![Shreya Mattoo](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shreya Mattoo")
SM

](https://learn.g2.com/author/shreya-mattoo)

by Shreya Mattoo

[![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia)

[
### 10 Best CRM Software in Australia for 2023
](https://www.g2.com/articles/best-crm-software-in-australia)
Keeping track of your customers on a neverending Notes list no longer cuts it.

[
 ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat")
TB

](https://learn.g2.com/author/tanuja-bahirat)

by Tanuja Bahirat

## Real Estate CRM Software Glossary Terms

[![Certified Management Accountant (CMA)](https://learn.g2.com/hubfs/CMA%20Management.png "Certified Management Accountant (CMA)")](https://www.g2.com/glossary/certified-management-accountant-cma-definition)

[Certified Management Accountant (CMA)](https://www.g2.com/glossary/certified-management-accountant-cma-definition)

A certified management accountant (CMA) is a credential that can be obtained by finance and accounting professionals. Learn more about CMA and its importance in the accounting and finance industry.

by Nathan Calabrese

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Real Estate CRM Software Discussions

0

Question on: IDX Broker
[How do we set up School seach](/discussions/how-do-we-set-up-school-seach)

My buyers are in need of school search. They say it is not available.

Whether this is possible depends on the listing data that we receive from the particular MLS on your account. Generally, if the MLS is providing us information about what schools each property listing is close to, you can set up a search page or a saved link that will allow your visitors to filter listings to only those that are near a particular school. Sometimes, a school field has to be added to a search page before it's available for use as a search criteria--always double check Advanced Fields for the search page you are configuring to see if there is a field for schools that just needs to be selected to be accessible. You can find more information about how Advanced Search Fields are arranged for each page in this article: https://support.idxbroker.com/s/article/advanced-search-fields-layout If you're still having trouble determining whether a school search can be setup for your account, I encourage you to get in touch with our Technical Support team for further assistance. They're available via chat Monday through Friday from 8AM to 1PM PT using this form: https://support.idxbroker.com/s/contactsupport or by calling in at (800) 421-9668 from Monday through Friday from 6AM to 5PM PT. Thank you for your question, Gary. We apologize for not responding sooner and hope this information is still useful!

Answered: Azaria Carew on July 5, 2022

[Your answer](/discussions/how-do-we-set-up-school-seach/comments/new?remote=true)

0

Question on: IDX Broker
[Do you have WP Website Support?](/discussions/do-you-have-wp-website-support)

I need someone to fix my site bc it won't load right away and shows the white no connection page for a few seconds before opening my website!?

The Technical Support team for our product focuses primarily on providing support for your IDX Broker account and the integration used to add our functionality to your website. They are available via chat Monday through Friday from 8AM to 1PM PT using this form: https://support.idxbroker.com/s/contactsupport. While we do have an official WordPress plugin named IMPress that makes it easy to add search pages, widgets, and other functionality to your site, the technical support we can provide for a WordPress site is limited to issues related to the plugin itself. With that said, we do have a network of Developer Partners that specialize in working with many kinds of websites, including WordPress sites. One of them may be able to help troubleshoot your site while using their expertise to assist with your IDX Broker integration. We encourage you to look through our list of Developer Partners here: https://idxbroker.com/developers/search and reach out to a partner that looks like the best fit. We hope our answer is helpful to you and others, Michael. You can quickly contact support with further questions or concerns by calling in at (800) 421-9668 Monday through Friday from 6AM to 5PM PT or emailing us at help@idxbroker.com.

Answered: Azaria Carew on July 5, 2022

[Your answer](/discussions/do-you-have-wp-website-support/comments/new?remote=true)

0

Question on: IDX Broker
[Have had problems displaying New Construction (Status Type) properties on your real estate website?](/discussions/have-had-problems-displaying-new-construction-status-type-properties-on-your-real-estate-website)

The few issues we have deal with properties that have a Status Type of New Construction. IDX Broker says these aren't coming through on the feed, MLS says they're sending them - very frustrating.

Reviewing the records on our side, we can see this is an issue that we've been looking into and have resolved in the past for our clients--if you're still having issues with this type of listing not appearing on your site, please reach out to our Technical Support team with the listings you're having a problem with, and we would be more than happy to help! They're available via chat Monday through Friday from 8AM to 1PM PT, using this form: https://support.idxbroker.com/s/contactsupport or by calling in at (800) 421-9668 from Monday through Friday from 6AM to 5PM PT. We apologize for the issues you've been having, Mary, and hope they've been resolved.

Answered: Azaria Carew on July 5, 2022

[Your answer](/discussions/have-had-problems-displaying-new-construction-status-type-properties-on-your-real-estate-website/comments/new?remote=true)

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## Real Estate CRM Software Reports

Mid-Market Grid® Report for Real Estate CRM

Summer 2026

G2 Report: Grid® Report

Grid® Report for Real Estate CRM

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Real Estate CRM

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Real Estate CRM

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Real Estate CRM

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Real Estate CRM

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Real Estate CRM

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Real Estate CRM

Spring 2026

G2 Report: Grid® Report

Grid® Report for Real Estate CRM

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Real Estate CRM

Spring 2026

G2 Report: Momentum Grid® Report