# 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) By [REsimpli](https://www.g2.com/sellers/resimpli) [ 4.9/5(397) ](https://www.g2.com/products/resimpli/reviews) What do users say? Users consistently praise the user-friendly interface and responsive customer support of REsimpli, which significantly enhances their experience in managing real estate operations. The all-in-one plat Pros and Cons [ Customer Support (76) ](https://www.g2.com/products/resimpli/reviews?qs=pros-and-cons)[ Learning Curve (10) ](https://www.g2.com/products/resimpli/reviews?qs=pros-and-cons) [ Zillow Premier ](https://www.g2.com/products/zillow-premier-agent/reviews) By [Zillow](https://www.g2.com/sellers/zillow) [ 2.2/5(55) ](https://www.g2.com/products/zillow-premier-agent/reviews) What do users say? Users consistently praise the platform for its ease of use and ability to generate steady leads, which helps real estate agents connect with potential clients quickly. Many appreciate the dashboard fe Pros and Cons [ Ease of Use (1) ](https://www.g2.com/products/zillow-premier-agent/reviews?qs=pros-and-cons)[ Poor Lead Quality (2) ](https://www.g2.com/products/zillow-premier-agent/reviews?qs=pros-and-cons) [ Contactually by Compass ](https://www.g2.com/products/contactually-by-compass/reviews) By [Compass](https://www.g2.com/sellers/compass-a6e45e71-8df1-4aa7-8c2e-17ce4aa6f608) [ 4.2/5(125) ](https://www.g2.com/products/contactually-by-compass/reviews) What do users say? Users consistently praise the ease of use and effective organization of contacts through the bucket system, which helps them stay on top of important relationships. The automated reminders for follow- [ Luxury Presence ](https://www.g2.com/products/luxury-presence/reviews) By [Luxury Presence](https://www.g2.com/sellers/luxury-presence) [ 4.3/5(25) ](https://www.g2.com/products/luxury-presence/reviews) What do users say? Users consistently praise the exceptional customer support and user-friendly interface of Luxury Presence, highlighting how responsive and helpful the team is in addressing their needs. Many appreciat Pros and Cons [ Customer Support (12) ](https://www.g2.com/products/luxury-presence/reviews?qs=pros-and-cons)[ Expensive (3) ](https://www.g2.com/products/luxury-presence/reviews?qs=pros-and-cons) [ ResMan ](https://www.g2.com/products/resman/reviews) By [Inhabit IQ](https://www.g2.com/sellers/inhabit-iq) [ 4.8/5(444) ](https://www.g2.com/products/resman/reviews) What do users say? Users consistently highlight ResMan's ease of use and intuitive layout, noting that the platform is simple to learn with minimal training. Many value having everything in one place, along with helpful Pros and Cons [ Ease of Use (103) ](https://www.g2.com/products/resman/reviews?qs=pros-and-cons)[ Missing Features (16) ](https://www.g2.com/products/resman/reviews?qs=pros-and-cons) [ Rechat ](https://www.g2.com/products/rechat/reviews) By [Rechat](https://www.g2.com/sellers/rechat) [ 4.7/5(89) ](https://www.g2.com/products/rechat/reviews) What do users say? Users consistently praise Rechat for its ease of use and intuitive interface, which simplifies managing contacts and marketing tasks. Many appreciate how it streamlines communication and enhances prod Pros and Cons [ Ease of Use (27) ](https://www.g2.com/products/rechat/reviews?qs=pros-and-cons)[ Learning Curve (4) ](https://www.g2.com/products/rechat/reviews?qs=pros-and-cons) [ BoomTown ](https://www.g2.com/products/boomtown/reviews) By [Inside Real Estate](https://www.g2.com/sellers/inside-real-estate) [ 4.7/5(588) ](https://www.g2.com/products/boomtown/reviews) What do users say? Users consistently praise the ease of use and organization features of BoomTown, highlighting how it effectively manages leads and client interactions. Many appreciate the comprehensive tools that str Pros and Cons [ Ease of Use (7) ](https://www.g2.com/products/boomtown/reviews?qs=pros-and-cons)[ Update Issues (3) ](https://www.g2.com/products/boomtown/reviews?qs=pros-and-cons) [ Follow Up Boss ](https://www.g2.com/products/follow-up-boss/reviews) By [Follow up Boss](https://www.g2.com/sellers/follow-up-boss) [ 4.6/5(117) ](https://www.g2.com/products/follow-up-boss/reviews) What do users say? Users consistently praise the ease of use and powerful automation features of Follow Up Boss, which streamline communication and lead management for real estate professionals. The intuitive interface Pros and Cons [ Ease of Use (6) ](https://www.g2.com/products/follow-up-boss/reviews?qs=pros-and-cons)[ Learning Difficulty (1) ](https://www.g2.com/products/follow-up-boss/reviews?qs=pros-and-cons) [ Brivity ](https://www.g2.com/products/brivity/reviews) By [Brivity](https://www.g2.com/sellers/brivity) [ 4.2/5(44) ](https://www.g2.com/products/brivity/reviews) What do users say? Users consistently praise Brivity for its all-in-one solution that effectively streamlines various real estate tasks, from lead management to transaction coordination. The platform's robust support an Pros and Cons [ All-in-one Solution (2) ](https://www.g2.com/products/brivity/reviews?qs=pros-and-cons)[ Limited Features (1) ](https://www.g2.com/products/brivity/reviews?qs=pros-and-cons) [ Sell.Do ](https://www.g2.com/products/selldo/reviews) By [Sell.Do](https://www.g2.com/sellers/sell-do-5953e727-c147-4e55-8697-7d82d94926d3) [ 4.8/5(129) ](https://www.g2.com/products/selldo/reviews) What do users say? Users consistently praise the user-friendly interface and efficient lead management capabilities of SellDo, which streamline real estate operations and enhance productivity. The platform's quick setup Pros and Cons [ Ease of Use (3) ](https://www.g2.com/products/selldo/reviews?qs=pros-and-cons)[ Learning Difficulty (2) ](https://www.g2.com/products/selldo/reviews?qs=pros-and-cons) [ CINC ](https://www.g2.com/products/cinc/reviews) By [Comissions Inc.](https://www.g2.com/sellers/comissions-inc) [ 4.4/5(204) ](https://www.g2.com/products/cinc/reviews) What do users say? Users consistently praise the ease of use and excellent customer support provided by CINC, which helps them effectively manage leads and streamline their workflows. Many appreciate the platform's abil Pros and Cons [ Ease of Use (12) ](https://www.g2.com/products/cinc/reviews?qs=pros-and-cons)[ Poor Lead Quality (5) ](https://www.g2.com/products/cinc/reviews?qs=pros-and-cons) [ BoldTrail BackOffice ](https://www.g2.com/products/boldtrail-backoffice/reviews) By [Inside Real Estate](https://www.g2.com/sellers/inside-real-estate) [ 4.3/5(175) ](https://www.g2.com/products/boldtrail-backoffice/reviews) What do users say? Users consistently praise the software for its ease of use and transaction management capabilities, which help streamline workflows and keep everything organized in one place. Many appreciate the abil Pros and Cons [ Organization (7) ](https://www.g2.com/products/boldtrail-backoffice/reviews?qs=pros-and-cons)[ Poor Customer Support (4) ](https://www.g2.com/products/boldtrail-backoffice/reviews?qs=pros-and-cons) [ DealNav ](https://www.g2.com/products/dealnav/reviews) By [DealNav](https://www.g2.com/sellers/dealnav) [ 4.7/5(19) ](https://www.g2.com/products/dealnav/reviews) What do users say? Users consistently praise the user-friendly interface and integrated map feature of DealNav, which simplify deal tracking and contact management. The product is noted for its ease of setup and effecti Pros and Cons [ Ease of Use (15) ](https://www.g2.com/products/dealnav/reviews?qs=pros-and-cons)[ Limited Customization (3) ](https://www.g2.com/products/dealnav/reviews?qs=pros-and-cons) [ RealNex CRM ](https://www.g2.com/products/realnex-crm/reviews) By [RealNex](https://www.g2.com/sellers/realnex) [ 4.1/5(15) ](https://www.g2.com/products/realnex-crm/reviews) What do users say? Users consistently praise the ease of use and responsive customer support of RealNex CRM, highlighting its effectiveness in streamlining tasks for brokers. Many appreciate how it is tailored to their Pros and Cons [ Ease of Use (5) ](https://www.g2.com/products/realnex-crm/reviews?qs=pros-and-cons)[ App Functionality Issues (1) ](https://www.g2.com/products/realnex-crm/reviews?qs=pros-and-cons) [ BoldTrail ](https://www.g2.com/products/boldtrail/reviews) By [Inside Real Estate](https://www.g2.com/sellers/inside-real-estate) [ 4.5/5(1,554) ](https://www.g2.com/products/boldtrail/reviews) What do users say? Users consistently praise the ease of use and automation features of BoldTrail, highlighting how it simplifies lead management and keeps them organized. Many appreciate the platform's ability to strea Pros and Cons [ Centralization (18) ](https://www.g2.com/products/boldtrail/reviews?qs=pros-and-cons)[ Difficult Usability (10) ](https://www.g2.com/products/boldtrail/reviews?qs=pros-and-cons) - ‹ 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 [Background Check Software](https://www.g2.com/categories/background-check) [Performance Management Software](https://www.g2.com/categories/performance-management) [Payroll Software](https://www.g2.com/categories/payroll) [Product Lifecycle Management (PLM) Software](https://www.g2.com/categories/product-lifecycle-management-plm) [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) 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 "High-Quality All-in-One Marketing Platform That Lets Me Focus on My Business" | | | 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.