# Best Real Estate CRM Software for Small Business ## How Many Real Estate CRM Software Products Does G2 Track? **Total Products under this Category:** 293 ### Category Stats (Jul 2026) - **Average Rating:** 4.3/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Rechat (+1.36%) - Among all products in this category, Rechat recorded the largest rating increase compared to last month _Last updated: July 25, 2026_ ## How Does G2 Rank Real Estate CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 6,700+ Authentic Reviews - 293+ 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](https://www.g2.com/categories/real-estate-crm/grids.png?focus%5B%5D=1186668&focus%5B%5D=7321&focus%5B%5D=4133&focus%5B%5D=1317342&focus%5B%5D=7280&focus%5B%5D=32533&focus%5B%5D=7192&focus%5B%5D=13815) Highlighted products: REsimpli, Zillow Premier Agent, Contactually by Compass, Luxury Presence, ResMan, Rechat, BoomTown, 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=zillow-premier-agent&focus%5B%5D=contactually-by-compass&focus%5B%5D=luxury-presence&focus%5B%5D=resman&focus%5B%5D=rechat&focus%5B%5D=boomtown&focus%5B%5D=follow-up-boss&segment=small-business) ### [REsimpli](https://www.g2.com/products/resimpli/reviews) 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:** 4.9/5.0 **Total Reviews:** 383 #### How Do G2 Users Rate REsimpli? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10) - **Lead Management:** 9.5/10 (Category avg: 8.5/10) - **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)?:** 4.4/10 (Category avg: 10/10) #### Who Is the Company Behind REsimpli? - **Seller:** [REsimpli](https://www.g2.com/sellers/resimpli) - **Year Founded:** 2016 - **HQ Location:** Highland, Indiana - **Twitter:** @resimpli\_ (127 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/resimpli (33 employees on LinkedIn®) #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Real Estate, Wholesale - **Company Size:** 93% Small #### What Do G2 Reviewers Say About REsimpli? _AI-generated summary from verified user reviews_ ##### Pros - Users commend REsimpli for its **incredible customer support** , highlighting their commitment to providing straightforward assistance. - Users commend REsimpli for its **ease of use** , customization options, and exceptional customer support. - Users find the **robust and comprehensive support** of REsimpli invaluable for managing their real estate investments effectively. - Users value the **all-in-one solution** of REsimpli, streamlining their business processes and eliminating the need for multiple tools. - Users commend the **easy setup** of RESimpli, enabling quick onboarding and effective campaign development without complications. ##### Cons - Users note a **steep learning curve** initially, making navigation and setup challenging for new investors. - Users find REsimpli **expensive** due to multiple setups and costs, impacting budget-conscious users and onboarding efficiency. - Users find a **lack of customization** frustrating, but anticipate improvements in upcoming updates. - Users find the **limited customization** in REsimpli restrictive, wishing for more tailored options for their workflows. - Users express frustration with **limited features** , particularly for land investing, which hampers usability and effectiveness. #### What Are Recent G2 Reviews of REsimpli? **["Comprehensive UI, Strong Integrations, and Helpful AI for Lead Qualification"](https://www.g2.com/survey_responses/resimpli-review-12815731)** **Rating:** 4.5/5.0 stars _— Keonte D._ [Read full review](https://www.g2.com/survey_responses/resimpli-review-12815731) **["Comprehensive CRM Solution with Instant Results"](https://www.g2.com/survey_responses/resimpli-review-12811973)** **Rating:** 5.0/5.0 stars _— Heath M._ [Read full review](https://www.g2.com/survey_responses/resimpli-review-12811973) ### [Zillow Premier Agent](https://www.g2.com/products/zillow-premier-agent/reviews) 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:** 2.2/5.0 **Total Reviews:** 55 #### How Do G2 Users Rate Zillow Premier Agent? - **Has the product been a good partner in doing business?:** 4.4/10 (Category avg: 8.7/10) - **Lead Management:** 5.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.3/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.3/10 (Category avg: 10/10) #### Who Is the Company Behind Zillow Premier Agent? - **Seller:** [Zillow](https://www.g2.com/sellers/zillow) - **Year Founded:** 2006 - **HQ Location:** Seattle, WA - **Twitter:** @zillow (346,354 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13990/ (10,254 employees on LinkedIn®) - **Ownership:** NASDAQ #### Who Uses This Product? - **Who Uses This:** Real Estate Agent, Realtor - **Top Industries:** Real Estate - **Company Size:** 67% Small, 16% Medium #### 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** , greatly enhancing lead generation and buyer connections in real estate. - Users benefit from Zillow Premier Agent's **effective lead generation capabilities** , connecting them with motivated buyers quickly. ##### Cons - Users report **poor lead quality** on Zillow Premier Agent, with leads often requiring further qualification and lacking loyalty. - Users find the **high lead costs** of Zillow Premier Agent a barrier, particularly for smaller agents in competitive markets. #### What Are Recent G2 Reviews of Zillow Premier Agent? **["Zillow Premier Agent Review"](https://www.g2.com/survey_responses/zillow-premier-agent-review-7892704)** **Rating:** 4.0/5.0 stars _— Verified User in Real Estate_ [Read full review](https://www.g2.com/survey_responses/zillow-premier-agent-review-7892704) **["Great exposure and client leads for real estate professionals"](https://www.g2.com/survey_responses/zillow-premier-agent-review-11793748)** **Rating:** 5.0/5.0 stars _— Erika R._ [Read full review](https://www.g2.com/survey_responses/zillow-premier-agent-review-11793748) ### [Contactually by Compass](https://www.g2.com/products/contactually-by-compass/reviews) 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: 8.7/10) - **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](https://www.g2.com/sellers/compass-a6e45e71-8df1-4aa7-8c2e-17ce4aa6f608) - **Year Founded:** 2012 - **HQ Location:** New York, Ny - **Twitter:** @Compass (20,091 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/compassinc (34,905 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? **["Powerful CRM "](https://www.g2.com/survey_responses/contactually-by-compass-review-1445833)** **Rating:** 4.5/5.0 stars _— Joel B._ [Read full review](https://www.g2.com/survey_responses/contactually-by-compass-review-1445833) **["One of the best softwares on the market, contactually"](https://www.g2.com/survey_responses/contactually-by-compass-review-1599581)** **Rating:** 5.0/5.0 stars _— Dayana P._ [Read full review](https://www.g2.com/survey_responses/contactually-by-compass-review-1599581) ### [Luxury Presence](https://www.g2.com/products/luxury-presence/reviews) 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:** 4.3/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Luxury Presence? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) - **Lead Management:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (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 Luxury Presence? - **Seller:** [Luxury Presence](https://www.g2.com/sellers/luxury-presence) - **Company Website:** https://www.luxurypresence.com - **Year Founded:** 2016 - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/luxurypresence (853 employees on LinkedIn®) #### Who Uses This Product? - **Top Industries:** Real Estate - **Company Size:** 63% Small #### What Do G2 Reviewers Say About Luxury Presence? _AI-generated summary from verified user reviews_ ##### Pros - Users rave about Luxury Presence's **fantastic customer support** , highlighting responsiveness and helpfulness in optimizing their online presence. - Users value the **exceptional customer service** from Luxury Presence, enhancing their website experience with timely support and updates. - Users highlight the **user-friendly interface** of Luxury Presence, praising its efficiency and ease of use for website management. - Users praise the **exceptional design quality** of Luxury Presence, enhancing their online presence and lead generation significantly. - Users praise the **effortless website development process** and exceptional support from Luxury Presence's team. ##### Cons - Users find the service **expensive** , yet believe it provides considerable value despite the cost. - Users express frustration over the **limited customization options** in Luxury Presence, impacting design flexibility and usability. - Users report **missing features** , such as limited design options and restricted analytics, hampering their site management. - Users face issues with **inaccurate data** , leading to frustrating image formatting and alignment problems on Luxury Presence. - Users face **integration issues** with Luxury Presence, but support helps resolve difficulties and improve workflows. #### What Are Recent G2 Reviews of Luxury Presence? **["A Beautiful, High-Performing Real Estate Website Platform"](https://www.g2.com/survey_responses/luxury-presence-review-12007999)** **Rating:** 5.0/5.0 stars _— Samantha L._ [Read full review](https://www.g2.com/survey_responses/luxury-presence-review-12007999) **["Absolutely Love The Team and Platform!"](https://www.g2.com/survey_responses/luxury-presence-review-12191937)** **Rating:** 5.0/5.0 stars _— Ashton S._ [Read full review](https://www.g2.com/survey_responses/luxury-presence-review-12191937) ### [ResMan](https://www.g2.com/products/resman/reviews) 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:** 428 #### How Do G2 Users Rate ResMan? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10) - **Lead Management:** 9.4/10 (Category avg: 8.5/10) - **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 IQ](https://www.g2.com/sellers/inhabit-iq) - **Company Website:** https://inhabit.com/ - **Year Founded:** 2016 - **HQ Location:** Knoxville, US - **LinkedIn® Page:** https://www.linkedin.com/company/inhabit-iq (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 praise the **ease of use** of ResMan, highlighting its intuitive design and seamless integration for efficient management. - Users love ResMan for its **user-friendly layout** , making it easy to navigate and learn quickly. - Users find ResMan to be **user-friendly and easy to learn** , facilitating seamless management of work orders and tenant profiles. - Users appreciate the **exceptional customer support** from ResMan, praising their dedicated assistance and availability of support staff. - Users appreciate the **user-friendly interface** of ResMan, which makes operations smooth and organized for everyone. ##### Cons - Users express frustration over **missing features** like a payroll module and difficulties in accessing shared documents. - Users report experiencing **slow performance** with ResMan, particularly during updates and when accessing schedules. - Users struggle with **poor usability** in ResMan, finding navigation and document access frustrating and error-prone. - Users experience occasional **slow speeds** on ResMan, particularly when searching for units, affecting overall performance. - Users find the **interface not user-friendly** , with some features being unintuitive and difficult to navigate. #### What Are Recent G2 Reviews of ResMan? **["ResMan: Reliable, Organized Property Management with Powerful Integrations"](https://www.g2.com/survey_responses/resman-review-13000353)** **Rating:** 5.0/5.0 stars _— Jazmyn C._ [Read full review](https://www.g2.com/survey_responses/resman-review-13000353) **["The Best PM Software with Navigation Ease and Drill-Down Access Without Extra Logins"](https://www.g2.com/survey_responses/resman-review-12906569)** **Rating:** 5.0/5.0 stars _— Michelle S._ [Read full review](https://www.g2.com/survey_responses/resman-review-12906569) ### [Rechat](https://www.g2.com/products/rechat/reviews) 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:** 85 #### How Do G2 Users Rate Rechat? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) - **Lead Management:** 7.9/10 (Category avg: 8.5/10) - **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 Rechat? - **Seller:** [Rechat](https://www.g2.com/sellers/rechat) - **Company Website:** https://rechat.ai/ - **Year Founded:** 2016 - **HQ Location:** Dallas, TX - **LinkedIn® Page:** https://www.linkedin.com/company/rechat/ (71 employees on LinkedIn®) #### Who Uses This Product? - **Who Uses This:** Realtor, Real Estate Agent - **Top Industries:** Real Estate - **Company Size:** 44% Small, 42% Medium #### What Do G2 Reviewers Say About Rechat? _AI-generated summary from verified user reviews_ ##### Pros - Users find Rechat to be **super easy to use** , greatly simplifying daily marketing activities and tasks. - Users value Rechat for its **time-saving efficiency** , simplifying tasks and enhancing productivity for realtors. - Users love the **automation features** of Rechat, streamlining email blasts and providing hassle-free real estate tools. - Users appreciate the **ease of use and organization** in Rechat, enhancing client connections and business efficiency. - Users appreciate the **wonderful customer support** Rechat offers, ensuring assistance is available whenever needed. ##### Cons - Users find the **learning curve challenging** , needing more intuitive design and assistance for effective implementation. - Users find **limited customization** options in Rechat, affecting creativity and formatting consistency across platforms. - Users are disappointed with the **missing features** , including ineffective contact syncing and limited creativity in graphics. - Users are frustrated by **email limitations and formatting issues** that hinder effective communication and creativity. - Users find the **limited options** in Rechat to be confusing and challenging to navigate effectively. #### What Are Recent G2 Reviews of Rechat? **["Rechat Speeds Up Client Emails and Streamlines My Daily Workflow"](https://www.g2.com/survey_responses/rechat-review-13124380)** **Rating:** 4.5/5.0 stars _— Josh T._ [Read full review](https://www.g2.com/survey_responses/rechat-review-13124380) **["Rechat, The Ultimate Real Estate Ecosystem + A Support Team That Moves at Lightning Speed"](https://www.g2.com/survey_responses/rechat-review-12880273)** **Rating:** 5.0/5.0 stars _— Alicia M._ [Read full review](https://www.g2.com/survey_responses/rechat-review-12880273) ### [BoomTown](https://www.g2.com/products/boomtown/reviews) 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: 8.7/10) - **Lead Management:** 9.2/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/inside-real-estate) - **Company Website:** https://insiderealestate.com - **Year Founded:** 2015 - **HQ Location:** Murray, Utah - **Twitter:** @IRE\_Blogs (4,863 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/651176/ (448 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 appreciate the **ease of use** of BoomTown, finding it manageable and effective for client engagement. - Users appreciate the **lead generation capabilities** of BoomTown, finding it easy to manage and engage with their leads. - Users find the **tagging system for organizing contacts** in BoomTown helpful for managing leads and notes efficiently. - Users praise the **effective lead management** of BoomTown, appreciating its ease of use and organized CRM features. - Users appreciate the **ease of access** in BoomTown, highlighting its user-friendly features for comparing leads and listings. ##### Cons - Users express concerns over **update issues** , citing outdated functionality and challenges with email graphics and lead management. - Users struggle with **email issues** , including difficulties in adding graphics and concerns about platform innovation. - Users face challenges with **poor lead quality** , often receiving fake leads that are difficult to manage or delete. - Users find it a **hard process to include graphics** in emails, requiring cumbersome code updates. - Users find the **confusing instructions** of BoomTown overwhelming, making it challenging to navigate the platform effectively. #### What Are Recent G2 Reviews of BoomTown? **["User-Friendly that keeps clients engaged"](https://www.g2.com/survey_responses/boomtown-review-7955665)** **Rating:** 5.0/5.0 stars _— Megan S._ [Read full review](https://www.g2.com/survey_responses/boomtown-review-7955665) **["The Best CRM and website I have ever seen"](https://www.g2.com/survey_responses/boomtown-review-6485921)** **Rating:** 5.0/5.0 stars _— Laura H._ [Read full review](https://www.g2.com/survey_responses/boomtown-review-6485921) ### [Follow Up Boss](https://www.g2.com/products/follow-up-boss/reviews) 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:** 114 #### How Do G2 Users Rate Follow Up Boss? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10) - **Lead Management:** 9.2/10 (Category avg: 8.5/10) - **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)?:** 8.7/10 (Category avg: 10/10) #### Who Is the Company Behind Follow Up Boss? - **Seller:** [Follow up Boss](https://www.g2.com/sellers/follow-up-boss) - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @FollowUpBoss (1,550 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/24780438/ (102 employees on LinkedIn®) #### 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 praise the **ease of use** of Follow Up Boss, appreciating its simplicity and effective automation features. - Users appreciate the **responsive customer support** of Follow Up Boss, enhancing their onboarding and overall experience. - Users value the **seamless integrations** with major platforms, enhancing communication and client activity visibility. - Users value the **automation features** of Follow Up Boss, simplifying workflows and enhancing overall efficiency. - Users value the **easy setup** of Follow Up Boss, allowing for a smooth transition and efficient use right away. ##### Cons - Users find the initial **learning difficulty** challenging, but ultimately believe it pays off after usage. - Users find the **contact search functionality lacking** , affecting efficiency and overall user experience on the mobile app. - Users find the mobile app **occasionally slow** , which can lead to frustration and inefficiencies in usage. - Users sometimes face **phone bugs** with Follow Up Boss, which can disrupt their overall experience. #### What Are Recent G2 Reviews of Follow Up Boss? **["Efficient CRM with Seamless Integration"](https://www.g2.com/survey_responses/follow-up-boss-review-12709107)** **Rating:** 5.0/5.0 stars _— Lilly S._ [Read full review](https://www.g2.com/survey_responses/follow-up-boss-review-12709107) **["A CRM Lifesaver for Real Estate Teams"](https://www.g2.com/survey_responses/follow-up-boss-review-9112857)** **Rating:** 5.0/5.0 stars _— Yola S._ [Read full review](https://www.g2.com/survey_responses/follow-up-boss-review-9112857) ### [Brivity](https://www.g2.com/products/brivity/reviews) 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: 8.7/10) - **Lead Management:** 8.9/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/brivity) - **Year Founded:** 2012 - **HQ Location:** Bellingham, WA - **Twitter:** @Brivity (2,478 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3122486/ (142 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 highlight the **all-in-one solution** of Brivity, appreciating its continual improvement and comprehensive tools integration. - Users value the **robust all-in-one system** of Brivity, appreciating its continuous improvements and extensive training options. - Users praise Brivity for its **continuous improvements and all-in-one system** that enhances their business operations effectively. - Users praise Brivity for its **all-in-one solution** that effectively supports business growth and streamlines operations. - Users value the **centralization** of Brivity, enjoying a seamless and powerful all-in-one solution for their business needs. ##### Cons - Users wish for a **forms library** feature to manage office documents within Brivity instead of external platforms. - Users desire a **forms library** for easier document management instead of relying on third-party platforms like Google Docs. - Users wish for a **forms library** to upload documents directly to Brivity instead of relying on external platforms. - Users find the **reporting tools lacking** and wish for improvements similar to those in other excel programs. #### What Are Recent G2 Reviews of Brivity? **["A true one-stop shop for Real Estate teams and solo agents"](https://www.g2.com/survey_responses/brivity-review-11818917)** **Rating:** 5.0/5.0 stars _— Victoria W._ [Read full review](https://www.g2.com/survey_responses/brivity-review-11818917) **["BRIVITY is THE BEST CRM that I have ever used PERIOD!!!!!"](https://www.g2.com/survey_responses/brivity-review-4562239)** **Rating:** 5.0/5.0 stars _— Bob W._ [Read full review](https://www.g2.com/survey_responses/brivity-review-4562239) ### [SellDo](https://www.g2.com/products/selldo/reviews) Sell.Do is an end-to-end real estate CRM that empowers real estate businesses to automate their marketing & sales cycle, optimize operations, and attain maximum ROI. The unique software solution has been built exclusively by real estate experts and industry veterans to enhance the overall client relationship experience of the real estate ecosystem. With Sell.Do, real estate builders, developers, agents, and brokers can effectively manage sales & marketing cycles, lead management, inventory management, digital payments, channel partner management, performance management, reports & dashboards, and analytics. Such customers of Sell.Do have witnessed increased sales, improved customer retention, informed decision making, and unmatched productivity among the teams. Since its inception in 2011, Sell.Do has contributed to the growth of more than 1000 real estate companies. In just over a decade, Sell.Do has bagged six awards and recognitions, making it one of the best real estate CRM software in India. Sell.Do’s Ask Jarvis feature uses advanced AI sentiment analysis to instantly interpret buyer intent — helping sales teams decide the right moment to engage, pause, or follow up. With AI Calling, Sell.Do eliminates the need for temporary calling staff by managing thousands of buyer conversations round the clock, ensuring every inquiry gets answered without delay or fatigue. Plus, with native in-built WhatsApp, teams can connect, nurture, and convert leads seamlessly within the same platform — no integrations needed. **Average Rating:** 4.8/5.0 **Total Reviews:** 127 #### How Do G2 Users Rate SellDo? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.7/10) - **Lead Management:** 9.8/10 (Category avg: 8.5/10) - **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 SellDo? - **Seller:** [Sell.Do](https://www.g2.com/sellers/sell-do-5953e727-c147-4e55-8697-7d82d94926d3) - **Year Founded:** 2011 - **HQ Location:** Pune, Maharashtra - **LinkedIn® Page:** https://www.linkedin.com/company/sell-do/ (139 employees on LinkedIn®) #### Who Uses This Product? - **Top Industries:** Real Estate, Construction - **Company Size:** 59% Small, 41% Medium #### What Do G2 Reviewers Say About SellDo? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of SellDo, highlighting its user-friendly interface and seamless integration with lead sources. - Users value the **excellent customer support** from SellDo, enhancing their experience with live chat and comprehensive resources. - Users find the **reporting features** effective for lead tracking and management, enhancing their overall workflow. - Users appreciate SellDo for its **user-friendly UI** , making navigation and integration seamless for lead management. - Users enjoy the **all-in-one solution** of SellDo, appreciating its ease of use and centralized data management. ##### Cons - Users find the **learning difficulty** with SellDo challenging due to steep learning curves and confusing setups. - Users find the **learning curve steep** and the setup process confusing, making initial use challenging. - Users find the **update issues** frustrating, especially with unexpected changes impacting field sales employees' efficiency. #### What Are Recent G2 Reviews of SellDo? **["One stop solution for Realestate Companies"](https://www.g2.com/survey_responses/selldo-review-10602208)** **Rating:** 4.0/5.0 stars _— Manvi S._ [Read full review](https://www.g2.com/survey_responses/selldo-review-10602208) **["Sell.Do – An Affordable and User-Friendly CRM Tailored for Real Estate Success"](https://www.g2.com/survey_responses/selldo-review-11419202)** **Rating:** 4.0/5.0 stars _— Soumen K._ [Read full review](https://www.g2.com/survey_responses/selldo-review-11419202) ### [CINC](https://www.g2.com/products/cinc/reviews) 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:** 193 #### How Do G2 Users Rate CINC? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10) - **Lead Management:** 8.6/10 (Category avg: 8.5/10) - **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.](https://www.g2.com/sellers/comissions-inc) - **Company Website:** https://www.commissionsinc.com - **Year Founded:** 2011 - **HQ Location:** Marietta, Georgia - **Twitter:** @CINCPro (810 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3012495/ (80 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 value the **ease of use** of CINC, praising its intuitive design and seamless integration into workflows. - Users value CINC for its **quality lead generation** , enhancing efficiency and engagement in their marketing efforts. - Users value CINC's **excellent customer support** , appreciating prompt issue resolution and helpful monthly meetings for feature exploration. - Users value the **extensive features and updates** of CINC, enhancing their real estate business and confidence in client interactions. - Users value the **AI integration** in CINC for maintaining contact and enhancing lead management effortlessly. ##### Cons - Users report frequent issues with **poor lead quality** , wasting time on unqualified contacts and inaccurate information. - Users report **AI inefficiencies** with inaccurate leads and robotic communication, complicating their outreach efforts. - Users find the **learning curve steep** , making onboarding and effective use challenging for some team members. - Users are frustrated by **missing features** in CINC, including inadequate lead quality and poor customer support. - Users desire a **more effective search functionality** that includes comprehensive MLS listings and enhanced filtering options. #### What Are Recent G2 Reviews of CINC? **["Intuitive and Powerful—CINC Made Lead Management Easy from Day One"](https://www.g2.com/survey_responses/cinc-review-12311648)** **Rating:** 5.0/5.0 stars _— Jan R._ [Read full review](https://www.g2.com/survey_responses/cinc-review-12311648) **["Effortless CRM with Auto-Tracking Excellence"](https://www.g2.com/survey_responses/cinc-review-11449988)** **Rating:** 5.0/5.0 stars _— Frankie P._ [Read full review](https://www.g2.com/survey_responses/cinc-review-11449988) ### [BoldTrail BackOffice](https://www.g2.com/products/boldtrail-backoffice/reviews) 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:** 170 #### How Do G2 Users Rate BoldTrail BackOffice? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.7/10) - **Lead Management:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (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 BoldTrail BackOffice? - **Seller:** [Inside Real Estate](https://www.g2.com/sellers/inside-real-estate) - **Company Website:** https://insiderealestate.com - **Year Founded:** 2015 - **HQ Location:** Murray, Utah - **Twitter:** @IRE\_Blogs (4,863 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/651176/ (448 employees on LinkedIn®) #### Who Uses This Product? - **Who Uses This:** Broker/Owner, Broker - **Top Industries:** Real Estate, Accounting - **Company Size:** 81% Small, 16% Medium #### What Do G2 Reviewers Say About BoldTrail BackOffice? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **user-friendly organization** of BoldTrail BackOffice, revolutionizing how they manage transactions effortlessly. - Users find BoldTrail BackOffice to be **user-friendly** , significantly enhancing transaction management and organizational efficiency. - Users love the **efficiency** of BoldTrail BackOffice, enhancing organization and saving time in document management. - Users value the **effective contact management** in BoldTrail BackOffice for its detailed transaction checklists and notifications. - Users value the **automation features** of BoldTrail BackOffice for streamlining workflow and enhancing efficiency. ##### Cons - Users find the **poor customer support** frustrating, noting slow responses and limited dashboard customization options. - Users experience **email issues** with BoldTrail BackOffice, as important communications often end up in junk mail. - Users find the **limited customization options** frustrating, impacting efficiency and overall user satisfaction with BoldTrail BackOffice. - Users find the **difficult usability** of BoldTrail BackOffice frustrating, especially during onboarding and form management. - Users dislike the **email spamming** that causes important correspondence to end up in junk mail. #### What Are Recent G2 Reviews of BoldTrail BackOffice? **["Highly Adaptable and Customizable to Fit Our Team’s Needs"](https://www.g2.com/survey_responses/boldtrail-backoffice-review-13087421)** **Rating:** 4.5/5.0 stars _— Karen G._ [Read full review](https://www.g2.com/survey_responses/boldtrail-backoffice-review-13087421) **["Streamlined Team Workflows, Minor UI Tweaks Needed"](https://www.g2.com/survey_responses/boldtrail-backoffice-review-13086996)** **Rating:** 4.5/5.0 stars _— Maria D._ [Read full review](https://www.g2.com/survey_responses/boldtrail-backoffice-review-13086996) ### [DealNav](https://www.g2.com/products/dealnav/reviews) DealNav: The Map-First CRM for High-Value Real Estate Deals & Contacts DealNav is a purpose-built CRM and deal management platform for real estate professionals, especially acquisition teams, off-market brokers, and CRE investors. It combines deal tracking, contact management, mapping, and reminders in one lightweight, intuitive interface. Key Features & Value • Map-centric, interactive deal visualization - drop a pin and track all of your data on an embedded map • Unified relationship tracking - attach multiple brokers, owners, lenders, partners to deals; central contact database • Smart search, filters & tags - find deals or contacts by keywords, tag types (e.g. “value-add”) • Notes, reminders & follow-up alerts - record interactions and schedule next steps to keep deals moving • Link & resource attachment - store external links (assessor pages, Dropbox, underwriting models) with no limits • Data ownership & exports - full export of your data; no data resale or vendor lock-in • Transparent pricing Why Use DealNav vs Generic CRMs Generic CRMs force you to contort your real estate workflow into sales pipelines. DealNav is built from the ground up for real estate deals. It surfaces location intelligence, deal context, and network relationships - all in a compact, easy user interface. It’s ideal for individuals or teams who want organization without the overhead. Target Users • CRE acquisition teams • Off-market deal brokers • Real estate investors • Developers managing pipelines • Teams needing map-based CRM without complexity **Average Rating:** 4.7/5.0 **Total Reviews:** 19 #### How Do G2 Users Rate DealNav? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10) - **Lead Management:** 9.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10) #### Who Is the Company Behind DealNav? - **Seller:** [DealNav](https://www.g2.com/sellers/dealnav) - **HQ Location:** Cos Cob, US - **LinkedIn® Page:** https://www.linkedin.com/company/deal-nav/ (3 employees on LinkedIn®) #### Who Uses This Product? - **Top Industries:** Commercial Real Estate - **Company Size:** 100% Small #### What Do G2 Reviewers Say About DealNav? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of DealNav, praising its intuitive interface and responsive customer support. - Users value the **easy data storage and map integration** of DealNav, enhancing contact and lead management efficiency. - Users praise the **responsive customer support** of DealNav, noting its exceptional service and ease of communication. - Users love DealNav for its **property-focused features** and exceptional customer service, making real estate management effortless. - Users commend the **easy setup** of DealNav, allowing for quick implementation and efficient real estate management. ##### Cons - Users note a **limited customization** in DealNav, particularly in reporting, sharing, and user interface options. - Users face **integration issues** with DealNav, limiting its compatibility with essential tools like Outlook and OneDrive. - Users note a **lack of a dedicated mobile app** , which mildly impacts usability but is still manageable. - Users desire **inaccurate data** as they want essential property info readily available on DealNav's map for efficiency. - Users face **interface issues** , often requiring assistance from support for customization challenges. #### What Are Recent G2 Reviews of DealNav? **["Simple, Powerful Tools for Prospecting and Easy to Immediately Implement"](https://www.g2.com/survey_responses/dealnav-review-12259460)** **Rating:** 5.0/5.0 stars _— Chris W._ [Read full review](https://www.g2.com/survey_responses/dealnav-review-12259460) **["DealNav is Simple, Intuitive, and Keeps Our Team On-Track"](https://www.g2.com/survey_responses/dealnav-review-12264000)** **Rating:** 5.0/5.0 stars _— Carson C._ [Read full review](https://www.g2.com/survey_responses/dealnav-review-12264000) ### [RealNex CRM](https://www.g2.com/products/realnex-crm/reviews) The most complete solution for commercial real estate professionals. RealNex Navigator includes a robust, market-leading CRM, an authoritative investment and lease analysis engine, an elegant presentation builder, a collaborative transaction management app, and a dynamic marketplace, all working together to drive transaction efficiency. **Average Rating:** 4.1/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate RealNex CRM? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10) - **Lead Management:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.1/10 (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 RealNex CRM? - **Seller:** [RealNex](https://www.g2.com/sellers/realnex) - **Year Founded:** 2014 - **HQ Location:** Stafford, US - **Twitter:** @RealNex (21,051 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3724026/ (40 employees on LinkedIn®) #### Who Uses This Product? - **Top Industries:** Commercial Real Estate, Real Estate - **Company Size:** 93% Small, 7% Medium #### What Do G2 Reviewers Say About RealNex CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of RealNex CRM, making their workflow smoother and more efficient. - Users praise the **excellent customer support** of RealNex CRM, highlighting their responsiveness and first-class assistance. - Users praise the **excellent customer support** of RealNex CRM, highlighting its reliability and user-friendly experience. - Users value the **all-in-one solution** of RealNex CRM, enhancing productivity and simplifying commercial real estate tasks. - Users value the **seamless CRM integration** of RealNex, facilitating efficient management of deals and prospect interactions. ##### Cons - Users experience **app functionality issues** with Google Calendar sync, resulting in duplicate entries that complicate usage. - Users struggle with **duplicate entries from Google Calendar sync** , making the CRM harder to use until resolved. #### What Are Recent G2 Reviews of RealNex CRM? **["Streamlined CRM with Room for Improvement"](https://www.g2.com/survey_responses/realnex-crm-review-12389543)** **Rating:** 5.0/5.0 stars _— Alex Z._ [Read full review](https://www.g2.com/survey_responses/realnex-crm-review-12389543) **["RealNex is a Game Changer"](https://www.g2.com/survey_responses/realnex-crm-review-11372302)** **Rating:** 5.0/5.0 stars _— Kirra K._ [Read full review](https://www.g2.com/survey_responses/realnex-crm-review-11372302) ### [BoldTrail](https://www.g2.com/products/boldtrail/reviews) 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:** 1,494 #### How Do G2 Users Rate BoldTrail? - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10) - **Lead Management:** 8.8/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/inside-real-estate) - **Company Website:** https://insiderealestate.com - **Year Founded:** 2015 - **HQ Location:** Murray, Utah - **Twitter:** @IRE\_Blogs (4,863 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/651176/ (448 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 appreciate the **centralized management** of BoldTrail, enabling efficient business operations with integrated tools and information. - Users value the **user-friendly features** of BoldTrail, appreciating its automation and effective lead capture capabilities. - Users value the **high level of automation** in BoldTrail, simplifying lead generation and enhancing user experience. - Users love the **ease of use** of BoldTrail, with a dramatically improved interface and user-friendly automations. - Users love the **efficient lead generation** capabilities of BoldTrail, enhancing their campaign management with easy automation. ##### Cons - Users find the **difficult usability** of BoldTrail hinders productivity, with a lack of guidance for new users. - Users find the **learning curve steep** , as the multitude of features makes mastery challenging and overwhelming. - Users find the **difficult learning** curve of BoldTrail challenging, affecting their ability to utilize the platform effectively. - Users find BoldTrail to be **expensive** , wishing for more affordable options and flexible agent addition. - Users find the **difficult learning curve** of BoldTrail challenging, often feeling overwhelmed by its extensive features and setup. #### What Are Recent G2 Reviews of BoldTrail? **["Streamlined CRM for Real Estate Success"](https://www.g2.com/survey_responses/boldtrail-review-13089606)** **Rating:** 5.0/5.0 stars _— Paul S._ [Read full review](https://www.g2.com/survey_responses/boldtrail-review-13089606) **["I am super happy with KvCore!"](https://www.g2.com/survey_responses/boldtrail-review-4790497)** **Rating:** 5.0/5.0 stars _— Charles F._ [Read full review](https://www.g2.com/survey_responses/boldtrail-review-4790497) - ‹ Prev‹ Prev - 1 - [2](/categories/real-estate-crm/small-business?order=g2_score&page=2#product-list) - [3](/categories/real-estate-crm/small-business?order=g2_score&page=3#product-list) - [Next ›Next ›](/categories/real-estate-crm/small-business?order=g2_score&page=2#product-list) Spotlight Categories [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance) [Customer Success Software](https://www.g2.com/categories/customer-success) [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) [User Research Tools](https://www.g2.com/categories/user-research) Similar Categories - [Brokerage Management](/categories/brokerage-management) - [Integrated Workplace Management Systems (IWMS)](/categories/integrated-workplace-management-systems-iwms) - [Lease Administration](/categories/lease-administration) - [Property Management](/categories/property-management) - [Multiple Listing Service (MLS)](/categories/multiple-listing-service-mls) - [Real Estate Marketing](/categories/real-estate-marketing) - [Real Estate Activities Management](/categories/real-estate-activities-management) - [AI Virtual Staging](/categories/ai-virtual-staging) - [Community Association Management](/categories/community-association-management) - [Home Inspection](/categories/home-inspection) - [Lease Accounting](/categories/lease-accounting) - [Other Real Estate](/categories/other-real-estate) - [Package Tracking](/categories/package-tracking) - [Property Access Management](/categories/property-access-management) - [Property Intelligence](/categories/property-intelligence) [Browse Real Estate CRM Themes](/categories/real-estate-crm/themes) ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan") NK Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan) Updated 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 Tools at a Glance | | Investor lead pipelines with built-in drip automation | User Review "Comprehensive CRM Solution with Instant Results" | | | Zillow-native lead capture with visibility costs | User Review "Great exposure and client leads for real estate professionals" | | | Luxury-branded websites with SEO-driven lead generation | User Review "A Beautiful, High-Performing Real Estate Website Platform" | | | Relationship follow-up reminders with contact bucketing | User Review "Powerful CRM " | | | All-in-one CRM, marketing, and listing workflows | User Review "Rechat Speeds Up Client Emails and Streamlines My Daily Workflow" | | | Agent database automation with integrated back office | User Review "Streamlined CRM for Real Estate Success" | | | Real estate lead distribution and follow-up automation | User Review "Efficient CRM with Seamless Integration" | | | Automated buyer lead nurture with website activity tracking | User Review "User-Friendly that keeps clients engaged" | * * * Show More * * * ## How Do You Choose the Right Real Estate CRM Software? ### What You Should Know 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](https://www.g2.com/categories/mortgage-crm) 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. ### Trends Related to Real Estate CRM Software Technology has disrupted the real estate sector, and businesses must keep up with the convenience factor of completely online real estate transactions. **Emphasis on consumer experience —** Online listing marketplaces have changed the real estate experience. Now, prospective homeowners have already most likely begun their search online. It is up to real estate agents to provide a personalized, stellar consumer experience that rivals the convenience factor of shopping online. Nurturing relationships are key, and real estate CRM software makes that easier for real estate agents. Automated follow-ups, listing matches, SEO, and referral management help build the agent’s brand but also facilitate numerous consumer touch points that can turn into a closed deal. **Data aggregation —** Data is crucial to the success of a real estate agency. Data about listings, client preferences, and the market all need to be collected and digested before being leveraged. Real estate CRM software has already allowed agents and brokers to better spend their time wielding such data, but now it looks like real-time interaction with the data is on the rise. Simply using a real estate CRM doesn’t wipe out the competition when it comes to better listings, but real-time data management can give agents a leg up regarding the management of client relationships. **Automation —** Real estate CRM frees up agents’ time by automating menial tasks. That automation also reduces wasted time, working hard to deduplicate entered data and keeping listings and client information as up to date as possible. Real estate CRM is also good for tracking overall operations to identify any inefficiencies that keep agents from performing well. Now, artificial intelligence-powered automation can further optimize tasks like accurate segmentation, personalization, and organizational efficiency. ### 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? ### Software and Services Related to Real Estate CRM Software Below are several solutions that can be used in conjunction with real estate CRM software or as alternatives to real estate CRM software, based on user needs: **Mortgage CRM —** Mortgage lenders and brokers can use real estate CRM software to keep track of their clients and important documents. However, they are better served by turning to industry-specific [mortgage CRM software](https://www.g2.com/categories/mortgage-crm) to optimize business operations, since the latter understands the ins and outs of the lending industry. **Real estate marketing —** [Real estate marketing software](https://www.g2.com/categories/real-estate-marketing) streamlines the advertising of a real estate professional’s services and properties, taking into consideration different channels and SEO strategies. Most real estate marketing software integrates neatly with real estate CRM software to better generate and capture leads from websites and other forms of digital presence. **Brokerage management —** Any real estate professional can use real estate CRM, including brokers. A real estate CRM allows real estate agents and brokers to perform better and close deals more effectively by freeing up manual time spent on necessary but time-consuming tasks like sending follow-up emails and sifting through listings. Real estate CRM software usually integrates easily with [brokerage management software](https://www.g2.com/categories/brokerage-management) for a comprehensive real estate agency management solution. **Real estate activities management —** [Real estate activities managment software](https://www.g2.com/categories/real-estate-activities-management) eases the tracking of a real estate professional’s sales, transactions, and other relevant performance metrics. Transaction management and contract management are common features of real estate activities management software, which can be made even more simple and streamlined via integration with a real estate CRM. **Multiple listing service (MLS) listing —** Unlike generic CRMs, real estate CRMs are designed to parse through and collect listing information from [multiple listing service (MLS) listings](https://www.g2.com/categories/multiple-listing-service-mls-listing) to better match clients with their dream homes. **Real estate investment management —** Real estate investors can use real estate CRM software to keep track of their clients and sync with any listing system. However, [real estate investment management software](https://www.g2.com/categories/real-estate-investment-management) goes one step further because it is designed to handle real estate investment-specific activities. **CRM —** Real estate CRM is just one example of industry-specific [CRM software](https://www.g2.com/categories/crm). A real estate agency or business can use a general CRM to organize their contact databases and keep track of their sales cycles and transactions. Additionally, some general-purpose CRM vendors have begun to roll out industry-specific customizations. **CRM all-in-one —** [CRM all-in-one software](https://www.g2.com/categories/crm-all-in-one) bundles together CRM and marketing automation functionality to fulfill the needs of small businesses. Real estate CRM goes beyond simple lead tracking and nurturing and focuses on optimizing and nurturing client relationships, and that includes providing marketing automation functionality for real estate professionals.