# Best Real Estate CRM Software - Page 5

## How Many Real Estate CRM Software Products Does G2 Track?

**Total Products under this Category:** 299

### Category Stats (Aug 2026)

- **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Cloze (+4.06%) - Among all products in this category, Cloze recorded the largest rating increase compared to last month

_Last updated: August 01, 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
- 299+ 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=1317342&focus%5B%5D=32533&focus%5B%5D=66255&focus%5B%5D=4133&focus%5B%5D=7280&focus%5B%5D=13815)

Highlighted products: REsimpli, Zillow Premier Agent, Luxury Presence, Rechat, BoldTrail, Contactually by Compass, ResMan, 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=luxury-presence&focus%5B%5D=rechat&focus%5B%5D=boldtrail&focus%5B%5D=contactually-by-compass&focus%5B%5D=resman&focus%5B%5D=follow-up-boss)

**Sponsored**

### Rithum

Rithum was born from the combined strength of e-commerce trailblazers CommerceHub and ChannelAdvisor. Operating across the globe, Rithum supports the world's leading brands and retailers with a range of 3P commerce solutions that enable business models like drop shipping, private marketplace vendor self-service, e-commission and public marketplaces, helping them to drive efficient and profitable e-commerce businesses. Rithum solutions help businesses • Acquire new consumers with greater efficiency and effectiveness. • Optimize and scale quickly by adding new channels. • Expand curated product selection quickly and easily. • Create amazing consumer experiences from the beginning of the shopping journey to the very end.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=339&secure%5Bchosen_at%5D=2026-08-02T22%3A41%3A21Z&secure%5Bdisplayable_resource_id%5D=2113&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1349264&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1349264&secure%5Bresource_id%5D=339&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Freal-estate-crm%3Fpage%3D5&secure%5Btoken%5D=f9b4f322df908a68e2ccd7e80a0b5a9a79a81e363ce393b6eb233a558a92e1a9&secure%5Burl%5D=https%3A%2F%2Fgo.rithum.com%2Fecommerce-growth.html%3Futm_campaign%3Dfull%2Becosystem%26utm_medium%3Dcpc%26utm_source%3Dg2%26utm_content%3Dg2%2Bads%26utm_term%3Doffer-demo%26personalization%3D&secure%5Burl_type%5D=book_demo)

### [Groundbreaker](https://www.g2.com/products/groundbreaker/reviews)

Groundbreaker is an all-in-one suite of tools for small to medium sized commercial real estate investment firms that raise outside capital. Our tools help teams increase productivity and investor satisfaction by automating fundraising, reporting and investor relations workflows. The application covers six primary functions in streamlining back-office operations of real estate investment firms. These six functions are fundamentally integrated, lending to an all-in-one investment platform that provides value across much of an investment organization. Here are some of the functionality and impacts of each. 1- Investor Reporting Gives your accounting team a system of record of commitments and distributions that is helpful when creating K-1s and answering one-off investor requests immediately. Provides your investors with periodic or ad-hoc reports. Gives back-office team tools to distribute K-1s privately, securely, and in bulk. Our automation of these time-intensive, non-revenue producing tasks, and aggregation of investor data will save many hours of manual work and allow your team to focus on high impact activities and manage more investors. 2- Fundraising Automation Our fundraising tools accelerate the subscription process by automating publishing and marketing of offerings, electronic signing and even receiving funding from your investors via an integrated ACH transfer tool. Gain a better understanding of prospect intent and progress, allowing you or your investor relations team to focus on the investors, rather than the busy-work, to close deals faster. 3- Investor Portal Give your firm the investment experience your stakeholders are coming to expect and reflect the level of professionalism you bring to the table. Outdo the internally built portals offered by the biggest firms and elevate your firm's brand in the short amount of time it takes to deploy a Groundbreaker powered solution. Investors bank and manage their stock market holdings online and are coming to expect more transparency and accessibility via their devices. CRE sponsors need to keep up with the times to effectively recruit and retain investors and earn more of their allocations to real estate. Firms that delight their investors will have a competitive advantage over firms that do not upgrade their systems. Our investor portal lets you recruit and retain investors, and earn more of their real estate allocations in a manner that is scalable to your internal budget and operations. 4- Investment Management Give your team an investment management funnel built specifically for real estate investment firms that raise outside capital. From inviting investors into a deal room, to receiving or adjusting offers, to receiving funds and every step in between. Expedite the processes of supporting an investor through the investment onboarding process while boosting internal transparency by keeping all activity and data in one system of record that syncs everyone from the investor relations to investment accounting teams. 5- CRM A CRM developed specifically for real estate investment firms. Help accounting, investor relations, and third parties like fund administrators and legal by bringing all of the firm's investments, activity and files under one roof, therefore eliminating the need to sync up manually or switch between software applications and file folders of excel and other files. Disconnected data silos and fragmented teams take longer to respond to investor requests and lose an edge to firms with the bandwidth to fulfill investors expectations. 6- Security Stop sending tax documents to notoriously unsecure email inboxes. With Groundbreaker, documents are stored on your investor portal and you maintain control over removing or adding these documents as needed. You can find more details on our data security process on our website’s security page. In summary, we deploy a layered “Defense in Depth” approach. Data is hosted in SOC I, II, III compliant data centers and encrypted at rest and in transit. These are the same standards used by the world’s largest banks.

**Average Rating:** 4.9/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Groundbreaker?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Lead Management:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

#### Who Is the Company Behind Groundbreaker?

- **Seller:** [Groundbreaker](https://www.g2.com/sellers/groundbreaker)
- **Year Founded:** 2014
- **HQ Location:** Chicago, Illinois
- **Twitter:** @GroundBreakerCo  
1,657 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ffb72d8039204c2fb53d372d64772aeb18203b0578e9901503c076cfc0c953b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3218963%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 20% Medium

#### What Do G2 Reviewers Say About Groundbreaker?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Groundbreaker’s **automation capabilities** crucial for streamlining fundraising and reporting tasks, saving valuable time.
- Users appreciate the **responsive communication** from Groundbreaker, enhancing collaboration and support throughout the investment process.
- Users value the **commitment to continuous improvement** from the Groundbreaker team, enhancing their overall experience with the platform.
- Users value the **responsive customer support** from Groundbreaker, ensuring a positive experience and ongoing improvement.
- Users find Groundbreaker to be **user-friendly** , facilitating easy preparation and support in managing investor deals.

#### What Are Recent G2 Reviews of Groundbreaker?

**["BEst Software to Grow"](https://www.g2.com/survey_responses/groundbreaker-review-10785403)**

**Rating:** 5.0/5.0 stars

_— Anamika R._

[Read full review](https://www.g2.com/survey_responses/groundbreaker-review-10785403)

**["Increased productivity among our workers"](https://www.g2.com/survey_responses/groundbreaker-review-10754993)**

**Rating:** 4.5/5.0 stars

_— Muhammad U._

[Read full review](https://www.g2.com/survey_responses/groundbreaker-review-10754993)

#### What Are G2 Users Discussing About Groundbreaker?

- [What is Groundbreaker used for?](https://www.g2.com/discussions/what-is-groundbreaker-used-for) - 1 comment

### [In4Suite](https://www.g2.com/products/in4suite/reviews)

In4Suite® (pronounce info-suite) is our core product platform and is the perfect solution for real estate professionals. It combines a group of integrated modules and features to provide a comprehensive and complete business software for the end-users. While all the modules can be purchased and used, they can also be purchased separately in a scalable way as and when a business grows.

**Average Rating:** 4.3/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate In4Suite?

- **Has the product been a good partner in doing business?:** 7.9/10 (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 In4Suite?

- **Seller:** [In4velocity Systems](https://www.g2.com/sellers/in4velocity-systems)
- **Year Founded:** 2004
- **HQ Location:** Bangalore, IN
- **Twitter:** @in4velocity  
147 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c64b833a64c031f46539e883f67dbfb150baf3853de71b866e5c4b16e70a1d72&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F279989&secure%5Burl_type%5D=linkedin_company_website)  
264 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Medium, 17% Small

#### What Are Recent G2 Reviews of In4Suite?

**["Best Real Estate Software "](https://www.g2.com/survey_responses/in4suite-review-50762)**

**Rating:** 5.0/5.0 stars

_— Sanjay K._

[Read full review](https://www.g2.com/survey_responses/in4suite-review-50762)

**["Efficient All-in-One ERP for Real Estate Sales and Marketing"](https://www.g2.com/survey_responses/in4suite-review-12605510)**

**Rating:** 5.0/5.0 stars

_— Akshata K._

[Read full review](https://www.g2.com/survey_responses/in4suite-review-12605510)

### [Agent Legend](https://www.g2.com/products/agent-legend/reviews)

Automated lead followup for real estate agents and mortgage professionals. Smart response scheduling tools allow you to schedule when and how to respond to your leads. Get access to dozens of campaign templates designed and written by high-performing industry experts. It easily connects with 200+ software platforms and CRMs. The average Agent Legend user saves 19.7hrs a month and has 28-55% response rates depending on campaign type. You work hard. Let Agent Legend help you work smarter.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4

#### Who Is the Company Behind Agent Legend?

- **Seller:** [Agent Legend](https://www.g2.com/sellers/agent-legend)
- **Year Founded:** 2015
- **HQ Location:** Nashville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a73a9d2a42bb661dd34f726ebdbc175d284dcd51dd89fd61c391330057bb7bbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagent-legend%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

#### What Are Recent G2 Reviews of Agent Legend?

**["Connecting With Prospects Made Easy"](https://www.g2.com/survey_responses/agent-legend-review-8205856)**

**Rating:** 4.5/5.0 stars

_— Kevin B._

[Read full review](https://www.g2.com/survey_responses/agent-legend-review-8205856)

**["agent legend"](https://www.g2.com/survey_responses/agent-legend-review-7947418)**

**Rating:** 4.5/5.0 stars

_— Prashvi A._

[Read full review](https://www.g2.com/survey_responses/agent-legend-review-7947418)

### [EZ Coordinator](https://www.g2.com/products/ez-coordinator/reviews)

Manage all of your real estate transactions online, in one secure location, with the ability to access your data anytime, from anywhere.

**Average Rating:** 4.1/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate EZ Coordinator?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Lead Management:** 9.2/10 (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 EZ Coordinator?

- **Seller:** [EZ Coordinator](https://www.g2.com/sellers/ez-coordinator)
- **Year Founded:** 2001
- **HQ Location:** Chicago, US
- **Twitter:** @EZCoordinator  
634 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64c968cb08582ccb426789bf5d7d8171f45e89bbca59da5f1368ffb13de341c3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fez-coordinator&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 29% Medium

#### What Are Recent G2 Reviews of EZ Coordinator?

**["Exploring the Efficiency and Effectiveness of EZ Coordinator: A Comprehensive Review"](https://www.g2.com/survey_responses/ez-coordinator-review-9035052)**

**Rating:** 4.0/5.0 stars

_— Sai Charan S._

[Read full review](https://www.g2.com/survey_responses/ez-coordinator-review-9035052)

**["A perfect Plaftorm to manage all transactions"](https://www.g2.com/survey_responses/ez-coordinator-review-9072143)**

**Rating:** 5.0/5.0 stars

_— Rahul K._

[Read full review](https://www.g2.com/survey_responses/ez-coordinator-review-9072143)

### [IloveLeasing](https://www.g2.com/products/iloveleasing/reviews)

SaaS CRM solution for multi-family lead management, lease conversion and advertising analytics.

**Average Rating:** 4.4/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate IloveLeasing?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Lead Management:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.7/10 (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 IloveLeasing?

- **Seller:** [Spherexx.com](https://www.g2.com/sellers/spherexx-com)
- **Year Founded:** 2000
- **HQ Location:** Tulsa, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bbb88f24f65ee0e7332cdbdc8eb7a1d5770a4802c6808493e5d48a3835b765db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspherexx&secure%5Burl_type%5D=linkedin_company_website)  
61 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of IloveLeasing?

**["Easy to Use, Well-Organized, and Simple to Navigate"](https://www.g2.com/survey_responses/iloveleasing-review-13179171)**

**Rating:** 4.5/5.0 stars

_— Cue Fountain A._

[Read full review](https://www.g2.com/survey_responses/iloveleasing-review-13179171)

**["CRM System with Great Functionality"](https://www.g2.com/survey_responses/iloveleasing-review-9428872)**

**Rating:** 5.0/5.0 stars

_— Jordan C._

[Read full review](https://www.g2.com/survey_responses/iloveleasing-review-9428872)

#### What Are G2 Users Discussing About IloveLeasing?

- [What is IloveLeasing used for?](https://www.g2.com/discussions/iloveleasing-what-is-iloveleasing-used-for)
- [What is IloveLeasing used for?](https://www.g2.com/discussions/what-is-iloveleasing-used-for)

### [Rethink by Buildout](https://www.g2.com/products/rethink-by-buildout/reviews)

Tired of manual data entry and juggling countless tools? Discover how Rethink by Buildout empowers commercial real estate professionals to work smarter, not harder, by streamlining your workflow and giving you back valuable time to focus on what matters most: building relationships and closing deals.

**Average Rating:** 4.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Rethink by Buildout?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Rethink by Buildout?

- **Seller:** [Buildout](https://www.g2.com/sellers/buildout)
- **Year Founded:** 2010
- **HQ Location:** Chicago, Illinois
- **Twitter:** @BuildoutInc  
3,956 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=788571256f11541ea960fc63e62c0bf22bd6a05bfbfb1f5d11b3c61773b7fd25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9439100%2F&secure%5Burl_type%5D=linkedin_company_website)  
128 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

#### What Do G2 Reviewers Say About Rethink by Buildout?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **comprehensive CRM features** of Rethink by Buildout, facilitating deal tracking and management.
- Users value the **comprehensive CRM features** of Rethink, allowing deal tracking and effective management.
- Users value the **ease of use** of Rethink, with essential features readily available for efficient deal tracking.
- Users value the **deal tracking capabilities** of Rethink by Buildout, enabling seamless management from start to finish.

##### Cons

- Users find the **learning curve steep** , making the software less straightforward and support hard to access.
- Users experience **phone support issues** when needed, finding assistance from real people to be unavailable.
- Users report **poor customer support** , making it difficult to resolve issues and hindering productivity as promised.

#### What Are Recent G2 Reviews of Rethink by Buildout?

**["What we needed"](https://www.g2.com/survey_responses/rethink-by-buildout-review-4586819)**

**Rating:** 5.0/5.0 stars

_— Paris P._

[Read full review](https://www.g2.com/survey_responses/rethink-by-buildout-review-4586819)

**["Buildout Experience"](https://www.g2.com/survey_responses/rethink-by-buildout-review-4301529)**

**Rating:** 4.5/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/rethink-by-buildout-review-4301529)

### [Aptly](https://www.g2.com/products/aptly/reviews)

Aptly is an AI-powered property management platform that helps residential property management companies streamline operations, automate workflows, and unify communication across their business. Rather than replacing an existing property management system (PMS), Aptly integrates with leading platforms to become the intelligent operations layer that connects people, processes, and data into a single workspace. Property management teams often rely on multiple disconnected systems for leasing, resident communication, maintenance, task management, documentation, and customer support. Aptly brings these functions together through a unified platform that combines CRM capabilities, workflow automation, AI agents, a shared help desk, knowledge management, and visual work management. By centralizing operational data and communications, teams gain complete context for every resident, owner, property, and workflow without switching between applications. Aptly's AI capabilities help reduce repetitive work while improving response times and operational consistency. AI agents can assist with leasing inquiries, resident communications, phone calls, email management, maintenance requests, task routing, conversation summaries, sentiment analysis, and workflow execution. Human teams remain in control while AI automates routine tasks and surfaces the information needed to make better decisions. The platform includes configurable workflow automation, visual boards for process management, shared and personal inboxes, electronic forms and signatures, documentation tools, and analytics that provide visibility into day-to-day operations. Organizations can standardize processes across departments, improve accountability, and create consistent experiences for residents and owners as their portfolios grow. Aptly also provides an open platform for AI innovation through APIs and Model Context Protocol (MCP), allowing organizations to securely connect external AI tools and custom applications to their operational data. This enables property management companies to build AI-powered workflows and applications using the context stored within their existing systems while maintaining appropriate governance and security. Designed for both single-family and multifamily property management organizations, Aptly helps teams reduce manual work, eliminate operational silos, improve collaboration, and scale more efficiently. Whether managing hundreds or hundreds of thousands of units, property management companies use Aptly to create a more connected, automated, and intelligent operating environment that works alongside their existing technology stack rather than replacing it.

**Average Rating:** 4.2/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Aptly?

- **Has the product been a good partner in doing business?:** 10.0/10 (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 Aptly?

- **Seller:** [Aptly](https://www.g2.com/sellers/aptly)
- **Year Founded:** 2017
- **HQ Location:** San Rafael, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7006ebc1a8bd68f1b82c308150be601878041c5e0cfe85815fadb198a5b038c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaptly%2F&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small

#### What Do G2 Reviewers Say About Aptly?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **no-code solution** of Aptly, making automation and management accessible for entire teams.
- Users appreciate Aptly's **no-code automation** , making system processes simpler and more accessible for teams.
- Users appreciate the **ease of use** of Aptly's no-code solution, simplifying automation and accessibility for their teams.
- Users appreciate Aptly's **no-code solution** , enabling accessible automation and efficient management of property processes.
- Users appreciate Aptly's **user-friendly interface** , which simplifies automation processes and enhances team collaboration.

##### Cons

- Users find the **difficult setup** of Aptly challenging, impacting usability for both internal and external teams.
- Users find Aptly's **interface problematic** , especially regarding its usability for external teams and difficult setup process.
- Users face **layout issues** with Aptly's interface, making it difficult for external teams to navigate effectively.
- Users face a **challenging learning curve** with Aptly, particularly with its user interface and initial setup process.
- Users find the **UX design problematic** , indicating that it lacks effectiveness for external teams and is challenging to set up.

#### What Are Recent G2 Reviews of Aptly?

**["Finally! Workflow and communication software built specifically for Property Managers."](https://www.g2.com/survey_responses/aptly-review-5039225)**

**Rating:** 5.0/5.0 stars

_— Jeremy T._

[Read full review](https://www.g2.com/survey_responses/aptly-review-5039225)

**["Keeps Us Organized and On Top of Important Tasks"](https://www.g2.com/survey_responses/aptly-review-12634918)**

**Rating:** 4.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/aptly-review-12634918)

#### What Are G2 Users Discussing About Aptly?

- [What is Aptly used for?](https://www.g2.com/discussions/what-is-aptly-used-for)

### [BSP Real Estate CRM](https://www.g2.com/products/bsp-real-estate-crm/reviews)

Leading End-to-End Real Estate CRM, Website & Mobile APP. BSP comes with unique solutions for agencies of all sizes and offers innovative ways to manage everything from the listing to closing a transaction. We do not aim to replace real estate agents, we aim to provide tools than can make them excel. Our real estate CRM provides many tools that allow you to automate time-consuming tasks, get important insights for the agency, and help your business move forward.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate BSP Real Estate CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

#### Who Is the Company Behind BSP Real Estate CRM?

- **Seller:** [BSP Vision](https://www.g2.com/sellers/bsp-vision)
- **Year Founded:** 2015
- **HQ Location:** Tirana, AL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a76634585d023303e98236b2ae195d0bf5b55dcdeb70aae6ac5b10559a372d51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbspvision-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About BSP Real Estate CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **mobile accessibility** of BSP CRM, allowing efficient management of leads and properties on the go.
- Users love the **lead tracking capabilities** of BSP Real Estate CRM, managing everything from leads to transactions efficiently.
- Users appreciate the **centralization of features** in BSP Real Estate CRM, enabling effective on-the-go management through the mobile app.
- Users love the **mobile app's feature richness** , allowing convenient CRM access on the go without desktop reliance.
- Users love the **mobile app integration** of BSP Real Estate CRM, enabling effective on-the-go CRM management.

#### What Are Recent G2 Reviews of BSP Real Estate CRM?

**["Easy to use and responsive support"](https://www.g2.com/survey_responses/bsp-real-estate-crm-review-11022850)**

**Rating:** 5.0/5.0 stars

_— Gerald S._

[Read full review](https://www.g2.com/survey_responses/bsp-real-estate-crm-review-11022850)

**["Great Mobile App"](https://www.g2.com/survey_responses/bsp-real-estate-crm-review-11026843)**

**Rating:** 5.0/5.0 stars

_— Fjordi S._

[Read full review](https://www.g2.com/survey_responses/bsp-real-estate-crm-review-11026843)

### [HomeSpotter Spacio](https://www.g2.com/products/homespotter-spacio/reviews)

The best open house experiences begin with Spacio

**Average Rating:** 3.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate HomeSpotter Spacio?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Lead Management:** 6.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 5.6/10 (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 HomeSpotter Spacio?

- **Seller:** [Lone Wolf Real Estate Technologies](https://www.g2.com/sellers/lone-wolf-real-estate-technologies)
- **Year Founded:** 1989
- **HQ Location:** Cambridge, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f4f2e83d2de3289a05376d768c6fe61f582972e392ac90e913927c21e9e7de0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F208859%2F&secure%5Burl_type%5D=linkedin_company_website)  
807 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Are Recent G2 Reviews of HomeSpotter Spacio?

**["Making Leads Easy"](https://www.g2.com/survey_responses/homespotter-spacio-review-3838481)**

**Rating:** 5.0/5.0 stars

_— Lauren B._

[Read full review](https://www.g2.com/survey_responses/homespotter-spacio-review-3838481)

#### What Are G2 Users Discussing About HomeSpotter Spacio?

- [What is HomeSpotter Spacio used for?](https://www.g2.com/discussions/what-is-homespotter-spacio-used-for)

### [Inmovilla](https://www.g2.com/products/inmovilla/reviews)

Our real estate CRM system in the cloud, not only manages the office, it helps you with everything. And when we say "in everything", is that our CRM facilitates external work such as the automatic sending of emails, the publication in many portals completely free of charge, updating your website in real time, and even allows you to congratulate your customers.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Inmovilla?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Inmovilla?

- **Seller:** [Jorge Valverde](https://www.g2.com/sellers/jorge-valverde)
- **Year Founded:** 1999
- **HQ Location:** Elche/Elx, ES
- **Twitter:** @Inmovilla  
545 Twitter followers
- **LinkedIn® Page:** [es.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=19b742743530f78129463114eba018eb35409469959a4291f4519786a111ffc8&secure%5Burl%5D=https%3A%2F%2Fes.linkedin.com%2Fcompany%2Finmovilla&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate
- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Inmovilla?

**["The ultimate CRM!"](https://www.g2.com/survey_responses/inmovilla-review-4549320)**

**Rating:** 5.0/5.0 stars

_— Antonio R._

[Read full review](https://www.g2.com/survey_responses/inmovilla-review-4549320)

**["Get the most out of the daily work of your entire real estate agency"](https://www.g2.com/survey_responses/inmovilla-review-4544005)**

**Rating:** 5.0/5.0 stars

_— Jorge V._

[Read full review](https://www.g2.com/survey_responses/inmovilla-review-4544005)

### [Leaf360](https://www.g2.com/products/leaf360/reviews)

Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead generation to post-closing. Designed for mortgage brokers, loan officers, and other industry professionals, Leaf360 centralizes all essential tasks and data, making it easier to manage the entire mortgage lifecycle within one platform. Software Category: Mortgage Management Software Primary Audience: Mortgage brokers, loan officers, and mortgage companies Key Use Cases: Centralized management of mortgage leads and client interactions Streamlining the mortgage application and approval process Enhancing client engagement through automated communication Improving operational efficiency with integrated tools and analytics Main Features and Benefits: Lead Management: Organize and track leads through customized pipelines, ensuring no opportunity is missed. With Leaf360, users can categorize leads based on their stage in the mortgage process, enabling targeted follow-ups and personalized communication. Client Communication: Automate emails, texts, and reminders to maintain consistent communication with clients throughout the mortgage process. This feature helps users keep clients informed and engaged, reducing the chances of drop-offs. Document Management: Securely store and manage all essential documents within the platform. Leaf360 supports easy document sharing and e-signatures, simplifying the process for both clients and professionals. Pipeline Visibility: Gain full visibility into the mortgage pipeline with real-time updates and reporting tools. Users can monitor the progress of each loan, identify bottlenecks, and make data-driven decisions to improve efficiency. Compliance and Security: Ensure compliance with industry regulations through built-in security features and automated audit trails. Leaf360 is designed to meet the stringent requirements of the mortgage industry, providing peace of mind to users. Leaf360 empowers mortgage professionals to manage their workflows more efficiently, improve client satisfaction, and ultimately close more loans with less effort. By integrating all necessary tools into one platform, Leaf360 reduces the complexity of mortgage management, allowing users to focus on what matters most—serving their clients.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Leaf360?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

#### Who Is the Company Behind Leaf360?

- **Seller:** [Leaf360](https://www.g2.com/sellers/leaf360)
- **HQ Location:** Miami, US
- **Twitter:** @Leaf360Io  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=788766749eaeed6400015db5fbf5b60efee50270af96b7abef3156117ea363bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleaf360%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Leaf360?

**["Exceptional Service from Leaf360 Team"](https://www.g2.com/survey_responses/leaf360-review-9964159)**

**Rating:** 5.0/5.0 stars

_— Tiffany M._

[Read full review](https://www.g2.com/survey_responses/leaf360-review-9964159)

**["Absolutely thrilled with Leaf360!"](https://www.g2.com/survey_responses/leaf360-review-9907546)**

**Rating:** 5.0/5.0 stars

_— Cathy z._

[Read full review](https://www.g2.com/survey_responses/leaf360-review-9907546)

### [Pipeline ROI](https://www.g2.com/products/pipeline-roi/reviews)

Pipeline ROI is an inbound marketing solution for real estate and mortgage professionals.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3

#### Who Is the Company Behind Pipeline ROI?

- **Seller:** [Pipelineroi](https://www.g2.com/sellers/pipelineroi)
- **HQ Location:** Naples, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5314ee93242b05dd5a35fd42243c234cf30323e86acfa1c088ff3ae2c536118f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpipeline-roi%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Pipeline ROI?

**["Professional Mortgage Website Review"](https://www.g2.com/survey_responses/pipeline-roi-review-4665719)**

**Rating:** 4.5/5.0 stars

_— Korene L. C._

[Read full review](https://www.g2.com/survey_responses/pipeline-roi-review-4665719)

**["Pipeline"](https://www.g2.com/survey_responses/pipeline-roi-review-1833622)**

**Rating:** 4.0/5.0 stars

_— Suz P._

[Read full review](https://www.g2.com/survey_responses/pipeline-roi-review-1833622)

#### What Are G2 Users Discussing About Pipeline ROI?

- [What is Pipeline ROI used for?](https://www.g2.com/discussions/what-is-pipeline-roi-used-for)

### [RealtyMX](https://www.g2.com/products/realtymx/reviews)

With RealtyMX proprietary listings database, you can access a wide range of data sources, import and export information to other tools, and most importantly, own your data.

**Average Rating:** 3.8/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate RealtyMX?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

#### Who Is the Company Behind RealtyMX?

- **Seller:** [RealtyMX](https://www.g2.com/sellers/realtymx)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=01935fe2b61732674ff29e6500297ea2ebe828492b55ffdafbb342b7b49624b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1605901&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of RealtyMX?

**["highest level of service and integrity"](https://www.g2.com/survey_responses/realtymx-review-8235769)**

**Rating:** 5.0/5.0 stars

_— guido p._

[Read full review](https://www.g2.com/survey_responses/realtymx-review-8235769)

**["Very responsive and helpful!"](https://www.g2.com/survey_responses/realtymx-review-2098472)**

**Rating:** 5.0/5.0 stars

_— Philip H._

[Read full review](https://www.g2.com/survey_responses/realtymx-review-2098472)

#### What Are G2 Users Discussing About RealtyMX?

- [What is RealtyMX used for?](https://www.g2.com/discussions/what-is-realtymx-used-for)

### [Sierra Interactive](https://www.g2.com/products/sierra-interactive/reviews)

Sierra Interactive develops residential real estate software and services for agents, teams and brokers in the U.S. and Canada. Sierra’s proven lead generation and management solutions are trusted by top-performing teams and influential coaches in the real estate industry. Founded in 2007, Sierra is headquartered in Louisville, KY, but has a remote-first workforce across the U.S.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Sierra Interactive?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

#### Who Is the Company Behind Sierra Interactive?

- **Seller:** [Sierra Interactive](https://www.g2.com/sellers/sierra-interactive)
- **HQ Location:** Louisville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89ffd32e005e9330c5c6ba53bda5437269f66b6c4224bc0ed16727d23a2a88b5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsierra-interactive%2F&secure%5Burl_type%5D=linkedin_company_website)  
57 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Sierra Interactive?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **simplicity of automation** in Sierra Interactive, enhancing their ability to track lead engagement effectively.
- Users value the **effective client management** capabilities of Sierra Interactive, enhancing their client communication and organization.
- Users value the **effective client management** provided by Sierra Interactive, ensuring timely updates and organization.
- Users value the **customization options** of Sierra Interactive, empowering better control for optimized SEO performance.
- Users value the **speed and SEO optimization** of Sierra Interactive, which outperforms competitors in customization options.

##### Cons

- Users feel Sierra Interactive is **not the cheapest option** , leading to concerns about value and affordability.
- Users report **poor customer support** , struggling with automation glitches and having to seek their own workarounds.
- Users find the **slow speed** of Sierra Interactive frustrating, especially during peak times with many upsets.
- Users report **technical glitches** with automations that hinder usability and lack sufficient support for resolution.

#### What Are Recent G2 Reviews of Sierra Interactive?

**["Sierra Interactive for agents"](https://www.g2.com/survey_responses/sierra-interactive-review-11075129)**

**Rating:** 5.0/5.0 stars

_— Ingrid L._

[Read full review](https://www.g2.com/survey_responses/sierra-interactive-review-11075129)

**["Fast, SEO-Optimized, and Highly Customizable—Sierra Gives You Real Control"](https://www.g2.com/survey_responses/sierra-interactive-review-11429073)**

**Rating:** 5.0/5.0 stars

_— Enrique H._

[Read full review](https://www.g2.com/survey_responses/sierra-interactive-review-11429073)

### [SmartTouch NextGen](https://www.g2.com/products/smarttouch-nextgen/reviews)

SmartTouch® NexGen is a lead-nurturing, CRM/Marketing Automation platform designed by real estate marketers for real estate marketers. It combines a robust sales CRM with innovative marketing automation so you can sell more with less effort. NexGen’s central database puts everything in one place and allows for time-saving marketing automation and in-depth sales tracking that can track where a lead is in the buying process, help your sales team focus on the right leads at the right time, with the right message, and help you better understand your marketing ROI. Marketing Automation Features: - Lead Capture (Registrations, Surveys, Forms, Smart Adaptors) - User Defined Lead Notifications with Email and Text Alerts - Dynamic Lead Scoring Contribution from Opens and Clicks - One-Click Preference Updates for Auto Re-Engagement - List Segmentation for Dynamic Workflow Triggering - Automated Email Series or Drip Campaigns - Standard & Custom Reports - Automated UTM Tracking for Google Analytics - Smart Web Visit Tracking with Automated Follow-Up and Notifications - Facebook Ads Lead Get Adapter and Workflows Email Marketing Features: - Pre-Designed Content and Layouts for Campaigns and Email Creation - Campaign Dashboard with Analytics and Engagement Insight - Active Contacts Segmentation for Improved Deliverability - Comprehensive Click Rate Reporting - Email Validation - On-Behalf-Of Sending Capabilities - List Segmentation for Targeted Campaign Sends - Smart List Cleaning for Quality and Improved Deliverability - Email Previews Powered by Litmus® - Integrated Spam Testing CRM Features - Graphical Dashboard with Real-Time Updates and Drill-Down Reporting - Notification Center with Alerts for Reminders and Other CRM Tasks - Smart Alerts to Sales for Buyer Engagement with Automated Follow-Up - On-Behalf-Of Actions, Tours & Reminders to Track Sales Activities and Traffic - Configurable Dropdown Options, Custom Tabs & Fields - Broadcast Text Messaging to ‘Ok to Text’ Lists - Send 1-to-1 Email Using Pre-Designed Sales Templates - Lead Scoring for Dynamic Updates to Contacts and Hot List - Advanced Real Estate Reports Using Advanced and Saved Searches - Social Profile Sync

**Average Rating:** 3.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate SmartTouch NextGen?

- **Lead Management:** 5.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind SmartTouch NextGen?

- **Seller:** [SmartTouch Interactive](https://www.g2.com/sellers/smarttouch-interactive)
- **Year Founded:** 2010
- **HQ Location:** Austin, US
- **Twitter:** @SmartTouchInt  
277 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bf05c63b40465f5ad9f736ef09d823bd2c1263e370daa68b1f50b761f34dc997&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmarttouch-interactive&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Are Recent G2 Reviews of SmartTouch NextGen?

**["Great for Education"](https://www.g2.com/survey_responses/smarttouch-nextgen-review-142491)**

**Rating:** 5.0/5.0 stars

_— Verified User in Education Management_

[Read full review](https://www.g2.com/survey_responses/smarttouch-nextgen-review-142491)

#### What Are G2 Users Discussing About SmartTouch NextGen?

- [What is SmartTouch NextGen used for?](https://www.g2.com/discussions/what-is-smarttouch-nextgen-used-for)

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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)
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[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 October 3, 2024

Real estate CRM software helps real estate professionals identify, track, and manage customer interactions with current and prospective buyers and renters. These solutions can simplify multiple business processes, such as the preleasing pipeline, prospecting deals, managing sales, relationship tracking, and scheduling property tours. Besides industry-specific benefits, a real estate CRM platform can allow for better organization, quicker response rates in speaking to clients, improve client satisfaction, and promptly respond to new leads to generate more business for the agency. These systems can benefit both brokers and real estate agents, as real estate CRMs can allow them to manage clients and prospects that want to rent or purchase a home through their office or agency.

While most real estate CRMs focus on helping realtors manage their relationships with buyers and renters, some products are designed for real estate development companies as opposed to traditional agencies. Additionally, there are several common integrations that help expand a real estate CRM’s product functionality. By connecting real estate CRM software to [multiple listing services software](https://www.g2.com/categories/multiple-listing-service-mls), real estate agents can receive alerts when prospects are looking at listed properties. [Real estate marketing software](https://www.g2.com/categories/real-estate-marketing) and [real estate activities management software](https://www.g2.com/categories/real-estate-activities-management) can also work with a CRM product to manage financial records, administrative files, internal communications, websites, and branding for a real estate agency.

To qualify for inclusion in the Real Estate CRM category, a product must:

- Enable real estate professionals to communicate with buyers or renters via business instant messaging, text, email, or call
- Track, capture, and manage client leads in an organized database
- Import real estate leads from internet data exchange (IDX) sites or internet listing services
- Provide or integrate with a real estate marketing platform

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.