Best Real Estate CRM Software for Small Businesses

    Products classified in the overall Real Estate CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Real Estate CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Real Estate CRM category.

    In addition to qualifying for inclusion in the Real Estate CRM Software category, to qualify for inclusion in the Small Business Real Estate CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business.

    Top 10 Real Estate CRM Software for Small Businesses

    • BoomTown
    • kvCORE
    • Contactually by Compass
    • IXACT Contact Real Estate CRM
    • CINC
    • Brivity
    • Market Leader
    • ReferralMaker
    • BoldLeads CRM
    • Follow Up Boss

    Compare Small Business Real Estate CRM Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (187)4.7 out of 5
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    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.

    (508)4.7 out of 5

    kvCORE is an all-inclusive real estate platform for the modern brokerage. By offering the industry's most robust lead generation and beautiful, customizable IDX websites, kvCORE is the perfect solution to jump-start any real estate business. But we don't stop there! Our SMART CRM uses behavioral automation to alert your agents of the most opportune time to reach out to a lead based on the lead's interactions with your website, ads, and marketing campaigns (also included with kvCORE). Bundle in s

    (124)4.2 out of 5
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    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 relationshi

    (227)4.4 out of 5
    Optimized for quick response
    Entry Level Price:$33 per month (Annual Plan)

    IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%.

    (58)4.6 out of 5
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    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 &

    (34)4.7 out of 5

    The Brivity Platform is your all-in-one real estate solution to generate more business, stay top of mind with your database, and close more deals. Brivity automates up to 50% of your daily tasks from lead capture and transaction management to close, so you can focus on making more money!

    (155)3.8 out of 5
    Optimized for quick response

    A pioneer in real estate lead generation and customer relationship management systems, Market Leader uniquely offers the power of several cutting-edge tools in one seamless solution – including a lead-generating website, full-featured marketing center, and robust CRM – with automated technology to simplify and grow your business. More than just an impression, Market Leader’s leads products distinctively offer a guaranteed number of exclusive monthly leads, not shared with other agents.

    (30)4.7 out of 5

    Generate a predictable stream of high-quality leads and boost your profitability with Referral Maker CRM.

    (76)3.3 out of 5

    Get more buyer and seller leads, and convert them into clients.

    (39)4.4 out of 5
    Entry Level Price:49 Per User / Per Month

    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.

    (35)2.3 out of 5

    Zillow is a real estate and rental marketplace dedicated to empowering consumers with data, inspiration and knowledge around the place they call home, and connecting them with the best local professionals who can help.

    (35)2.8 out of 5
    Entry Level Price:$80 per month

    Placester is an all-in-one business platform for real estate professionals with beautiful lead capturing websites, lead management, email marketing, marketing automation, analytics, free education and 24/7 support.

    (52)4.1 out of 5

    Zurple's innovative software provides you with the winning combination of lead insights coupled with behavior-based email follow up to effectively convert leads into real estate clients. Conversations™ works like a personal assistant that monitors lead activity and sends relevant nurturing emails in a timely fashion prompting leads to respond. Agents are notified when a lead makes an inquiry requiring personalized attention, allowing agents the opportunity to guide leads further down the home bu

    Updated for 2020 real estate, checkout our recent reviews! The new Top Producer X gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With integrated websites, texting, 'X' factor insights, and automated marketing we help agents use simple follow up tools to build lifelong relationships. Updates include search & save MLS properties, auto-update contacts, email tracking and calendar sync! Social Insights are automatic updates for contac

    (19)3.0 out of 5

    Homesnap Pro powers the real-time agent. It's the industry standard mobile platform for agents to grow their business and work with clients.

    (32)3.3 out of 5
    Entry Level Price:$129 per user/month

    Apto is the leading CRM and deal management software for commercial real estate brokers. Whether you’re an individual broker or part of a team, Apto is your one-stop shop for all the tools you need to manage your contacts, unlock more leads, close more deals, and grow your business. Features: - Built-in Property Data - Contact Management - Prospecting Tools - Deal Management - Reports & Dashboards With all of your data organized the way you think and applied the way you work, it’s clear w

    (14)4.1 out of 5
    Entry Level Price:$97 per month

    Realvolve's all-in-one CRM platform for Real Estate blends elegant design and emerging technologies that will evolve as you do.

    (18)4.3 out of 5
    Entry Level Price:$99 year

    RealtyJuggler is a software organizer for real estate agents and other real estate professionals. Track deals, incubate leads, send DRIP emails and printed letters. Also includes eCard library, flyers as well as real estate calculators, tracking of expenses and commissions and much more.

    (28)3.8 out of 5
    Entry Level Price:$25 Monthly

    LionDesk goes #beyondCRM to offer you the Ultimate Lead Management System Free 30 day Trial 🦁 With features like Texting, Video, Ad Portal and AI Lead Follow up it's never been easier to generate, nurture and close leads faster. 🔥 Use LionDesk's Ad Portal to create high performing ads easily and target to exclusive audiences 🔥 Lead Assist is your AI powered assistant that automatically nurtures and qualifies your leads via text 🔥 Send personal Videos inside Texts an

    (89)3.8 out of 5

    Z57 is the leader in social marketing for real estate agents generating referral leads from Facebook. Z57 empowers agents to have a social presence turning Facebook friends and fans into real leads and website traffic.

    (25)3.8 out of 5

    Real Geeks offers all in one real estate sales marketing solution for the agent or broker that wants to grow their business & close more deals.

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    Check out the G2 Grid® for the top Real Estate CRM Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    High Performers
    Contactually by Compass
    IXACT Contact Real Estate CRM
    Market Leader
    Real Geeks
    Top Producer CRM
    Zillow Premier
    Follow Up Boss
    BoldLeads CRM
    Z57 Solutions PropertyPulse
    Homesnap Pro
    Market Presence

    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?