# Best Real Estate CRM Software - Page 2

  *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*

   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




  
## How Many Real Estate CRM Software Products Does G2 Track?
**Total Products under this Category:** 287

### Category Stats (May 2026)
- **Average Rating**: 4.3/5 (↓0.01 vs Apr 2026)
- **New Reviews This Quarter**: 60
- **Buyer Segments**: Small-Business 80% │ Mid-Market 15% │ Enterprise 5%
- **Top Trending Product**: Paradym (+0.15)
*Last updated: May 18, 2026*

  
## How Does G2 Rank Real Estate CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 6,300+ Authentic Reviews
- 287+ 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.

  
## Which Real Estate CRM Software Is Best for Your Use Case?

- **Leader:** [REsimpli](https://www.g2.com/products/resimpli/reviews)
- **Highest Performer:** [ResMan](https://www.g2.com/products/resman/reviews)
- **Easiest to Use:** [REsimpli](https://www.g2.com/products/resimpli/reviews)
- **Top Trending:** [REsimpli](https://www.g2.com/products/resimpli/reviews)
- **Best Free Software:** [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews)

  
---

**Sponsored**

### Lofty

Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=339&secure%5Bdisplayable_resource_id%5D=339&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=339&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=46501&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&secure%5Btoken%5D=700a49be69d6bd508a9ad90cc8e05260a4684b17809b381c2761c945894dab89&secure%5Burl%5D=https%3A%2F%2Flofty.com%2F%3FfromEmail%3Dtrue%26utm_source%3DG2&secure%5Burl_type%5D=book_demo)

---

  ## What Are the Top-Rated Real Estate CRM Software Products in 2026?
### 1. [Brokerkit](https://www.g2.com/products/brokerkit/reviews)
  Brokerkit is an all-inclusive real estate CRM for the modern brokerage. By offering the industry's most interactive CRM, Brokerkit is the perfect solution to build and grow your brokerage. But we don't stop there! Our CRM allows you to automate your communications, track your leads progression, configure integrations, and so much more! Bundle in our team's accessibility, and your team is primed for success. Brokerkit is API-ready, so you can connect your current systems and processes too!


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 41
**How Do G2 Users Rate Brokerkit?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.6/10)
- **Lead Management:** 9.2/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Brokerkit?**

- **Seller:** [Brokerkit](https://www.g2.com/sellers/brokerkit)
- **Year Founded:** 2017
- **HQ Location:** Denver, CO
- **Twitter:** @brokerkit (33 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/brokerkit (13 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 52% Small-Business, 40% Mid-Market


### 2. [Wise Agent](https://www.g2.com/products/wise-agent/reviews)
  Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management, and real estate marketing software. Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money.


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 15
**How Do G2 Users Rate Wise Agent?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.6/10)
- **Lead Management:** 6.7/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.5/10)

**Who Is the Company Behind Wise Agent?**

- **Seller:** [Wise Agent](https://www.g2.com/sellers/wise-agent)
- **Year Founded:** 2001
- **HQ Location:** Fountain Hills, AZ
- **Twitter:** @WiseAgent (1,990 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3283729/ (41 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 73% Small-Business, 13% Enterprise


### 3. [LeadSimple](https://www.g2.com/products/leadsimple/reviews)
  LeadSimple is a growth and operations platform built for property managers. Property managers can automate workflows, sales, lead management, operations, and communications so they can scale their business without the chaos.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 23
**How Do G2 Users Rate LeadSimple?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.6/10)
- **Lead Management:** 9.2/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 9.5/10 (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 LeadSimple?**

- **Seller:** [LeadSimple](https://www.g2.com/sellers/leadsimple)
- **Year Founded:** 2013
- **HQ Location:** Seattle, WA
- **LinkedIn® Page:** https://www.linkedin.com/company/6411229 (29 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 100% Small-Business


#### What Are LeadSimple's Pros and Cons?

**Pros:**

- Automation (6 reviews)
- Property Management (5 reviews)
- CRM (4 reviews)
- Ease of Use (4 reviews)
- Task Management (4 reviews)

**Cons:**

- Email Issues (2 reviews)
- Limited Features (2 reviews)
- App Issues (1 reviews)
- Communication Issues (1 reviews)
- Delayed Service (1 reviews)

### 4. [Espresso Agent](https://www.g2.com/products/espresso-agent/reviews)
  Espresso Agent: The All-in-One Lead Generation and CRM Platform for Real Estate Agents If you're serious about growing your listing business, Espresso Agent gives you the sharpest edge in prospecting. We deliver premium Expired Listings, FSBO, FRBO/Investor leads, and Geographic Farming data directly into a powerful CRM every single day. Win More Listings with Data You Can Trust Timing and accuracy are everything in real estate prospecting. Nearly 40% of Expired Listings relist with a different agent within 30 days, and close to 70% of FSBO homeowners turn to a listing agent after about four weeks on the market. These sellers are ready, and Espresso Agent makes sure you reach them first. Everything You Need in One Platform: - Fresh daily Expired, FSBO, and FRBO/Investor leads plus Neighborhood Search for circle dialing and geographic farming - A best-in-class CRM to keep every prospect and conversation organized - A built-in dialer to increase call volume without extra software - Advanced email and video marketing tools for follow-up that actually gets responses Built for Agents Who Want to Dominate Their Market Espresso Agent isn't just a lead source. It's a complete prospecting system built to help you set more appointments, take more listings, and control your inventory. Accurate data, powerful outreach tools, and seamless follow-up capabilities, all in one place. Ready to grow your real estate business? Espresso Agent is the prospecting platform built to help you win.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate Espresso Agent?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10)
- **Lead Management:** 9.4/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)

**Who Is the Company Behind Espresso Agent?**

- **Seller:** [Espresso Agent](https://www.g2.com/sellers/espresso-agent)
- **HQ Location:** American Fork, Utah
- **LinkedIn® Page:** https://www.linkedin.com/company/espresso-agent/ (6 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 100% Small-Business


### 5. [Real Geeks](https://www.g2.com/products/real-geeks/reviews)
  Real Geeks is the leading technology platform designed to drive growth and efficiency. Real Geeks is the ultimate solution for lead generation, conversion, and business management, helping ambitious real estate professionals maximize their ROI and build a thriving business. Trusted by thousands of top-performing agents and brokers, Real Geeks empowers teams to achieve greater success. Visit the Features section to learn more about how we can serve you.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 108
**How Do G2 Users Rate Real Geeks?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.6/10)
- **Lead Management:** 8.9/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Real Geeks?**

- **Seller:** [Real Geeks](https://www.g2.com/sellers/real-geeks)
- **Company Website:** https://www.realgeeks.com/
- **Year Founded:** 2010
- **HQ Location:** Dallas, TX
- **LinkedIn® Page:** https://www.linkedin.com/company/realgeeks (91 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Realtor, Real Estate Agent
  - **Top Industries:** Real Estate
  - **Company Size:** 93% Small-Business, 6% Mid-Market


#### What Are Real Geeks's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Accessibility (1 reviews)
- Automation (1 reviews)
- CRM (1 reviews)
- CRM Quality (1 reviews)

**Cons:**

- Billing Issues (1 reviews)
- Learning Difficulty (1 reviews)
- Not User-Friendly (1 reviews)
- Poor Customer Support (1 reviews)
- Slow Loading (1 reviews)

### 6. [Lone Wolf Relationships](https://www.g2.com/products/lone-wolf-relationships/reviews)
  Unlock the full potential of your real estate business with Lone Wolf Relationships, the ultimate tool to nurture leads, manage connections, and drive success in every transaction. With AI-powered communication tools, seamless contact syncing, and automated workflows, this platform helps you build deeper relationships with your clients, ensuring every interaction feels personal and valued. From first impressions to celebrating milestones like a new home, Lone Wolf Relationships simplifies client management while enhancing your communication. Access ready-to-use templates and powerful task tracking features to stay organized and efficient, so you can focus on what truly matters—building lasting client relationships. Experience the power of personalized, impactful communications with Lone Wolf Relationships.


  **Average Rating:** 3.4/5.0
  **Total Reviews:** 44
**How Do G2 Users Rate Lone Wolf Relationships?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.6/10)
- **Lead Management:** 8.2/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 8.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Lone Wolf Relationships?**

- **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:** https://www.linkedin.com/company/208859/ (783 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 41% Mid-Market


#### What Are Lone Wolf Relationships's Pros and Cons?

**Pros:**

- Automated Messaging (1 reviews)
- Automation (1 reviews)
- Communication (1 reviews)
- Contact Management (1 reviews)
- Text Messaging (1 reviews)

**Cons:**

- Confusing Instructions (1 reviews)
- Insufficient Guidance (1 reviews)
- Integration Issues (1 reviews)
- Learning Curve (1 reviews)

### 7. [Lasso CRM](https://www.g2.com/products/lasso-crm/reviews)
  Lasso is the #1 CRM for new home sales, used by over 500 home builders and developers in North America. Improve lead management, convert more prospects to buyers, and sell communities faster, easier, and more profitably with CRM software designed exclusively for new home marketing and sales. Built for the way people buy and sell new homes today, Lasso is the leading cloud- based CRM for home builders, real estate developers, and new home agencies. Lasso is a member of the ECI Software Solutions Residential Home Construction's suite of products.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 14
**How Do G2 Users Rate Lasso CRM?**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.6/10)
- **Lead Management:** 8.9/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.9/10 (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 Lasso CRM?**

- **Seller:** [Lasso CRM](https://www.g2.com/sellers/lasso-crm)
- **Year Founded:** 2002
- **HQ Location:** Richmond, Canada
- **Twitter:** @LassoCRM (2,075 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/91919/ (16 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 57% Mid-Market, 36% Small-Business


### 8. [zBuyer](https://www.g2.com/products/z-buyer-zbuyer/reviews)
  We come in contact with thousands of people nationwide via numerous national marketing campaigns. We are skilled at marketing, and constantly develop new campaigns to strengthen our network. Information submitted to us by home sellers or buyers is analyzed, aggregated and distributed directly to zBuyer network members. Don't expect a deal or listing from every lead: You've heard it said many times… it's a numbers game. zBuyer's value becomes most apparent when you give it time to work for you and prove its value. We strive to provide the best customer service in the business. If you have a question or an issue, just call us. We are happy to help you. zBuyer was established in 2003. Originally, our system was designed solely for real estate investors, and we leaned on our skill at marketing to find motivated home sellers. As results improved, the lead volume began to flow. zBuyer now generates more than 50,000 motivated home-seller leads in a single month throughout the U.S. Today, zBuyer is available to anyone (professional or not) interested in residential real estate. zBuyer continues to grow by leaps and bounds. In these economic times, zBuyer provides a much-needed affordable solution for real estate agents, investors, home buyers, and home sellers. We utilize state-of-the-art technologies to attract sellers across the nation and provide a service that simplifies the home selling process. Our highly trained zBuyer team is focused 100 percent on the real estate industry, and includes a collection of experienced business minds, IT professionals, developers, sales experts, customer service representatives, and support staff. We also have wonderful affiliate relationships and are in continuous contact with many of the best-known thought leaders in the real estate industry. We make it our passion, as well as our business, to know real estate! zBuyer is a family-owned and operated real estate marketing and investment company. All of the active owners are REALTORS®. Steven and Lucas Edwards collaborated to develop a series of systems that have evolved to become zBuyer.com. Soon after, Aaron and Jessica came on board to form an excellent team of REALTORS® with a unique set of varied specialties that make zBuyer the well-oiled-machine that it is today.


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 34
**How Do G2 Users Rate zBuyer?**

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.6/10)
- **Lead Management:** 7.3/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 6.7/10 (Category avg: 10/10)

**Who Is the Company Behind zBuyer?**

- **Seller:** [zBuyer](https://www.g2.com/sellers/zbuyer-0a6f0785-76b1-48bf-b5d6-b3df75e9d79d)
- **Year Founded:** 2003
- **HQ Location:** Springfield, Missouri
- **Twitter:** @zbuyer (4,026 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2655326/ (66 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Realtor
  - **Top Industries:** Real Estate
  - **Company Size:** 59% Small-Business, 38% Enterprise


#### What Are zBuyer's Pros and Cons?


**Cons:**

- Email Issues (1 reviews)

### 9. [PropertyPulse](https://www.g2.com/products/propertypulse/reviews)
  Z57 is the leader in social marketing for real estate agents generating referral leads from Facebook. Z57 empowers agents to have a social presence turning Facebook friends and fans into real leads and website traffic.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 88
**How Do G2 Users Rate PropertyPulse?**

- **Has the product been a good partner in doing business?:** 6.9/10 (Category avg: 8.6/10)
- **Lead Management:** 8.3/10 (Category avg: 8.4/10)
- **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 PropertyPulse?**

- **Seller:** [Z57](https://www.g2.com/sellers/z57)
- **Year Founded:** 1998
- **HQ Location:** Hunt Valley, MD
- **Twitter:** @z57 (1,432 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/15275/ (171 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Realtor, Licensed Realtor
  - **Top Industries:** Real Estate
  - **Company Size:** 85% Small-Business, 11% Mid-Market


### 10. [RealtyJuggler](https://www.g2.com/products/realtyjuggler/reviews)
  RealtyJuggler is a software organizer for real estate agents and other real estate professionals. Track deals, incubate leads, send DRIP emails and printed letters. Also includes eCard library, flyers as well as real estate calculators, tracking of expenses and commissions and much more. RealtyJuggler has a 90-day free trial, no credit card required and is only $14.92 / month billed at $179 per year.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 18
**How Do G2 Users Rate RealtyJuggler?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.6/10)
- **Lead Management:** 7.3/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind RealtyJuggler?**

- **Seller:** [RealOrganized](https://www.g2.com/sellers/realorganized)
- **Year Founded:** 2004
- **HQ Location:** Windsor, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/2299360/ (3 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 56% Small-Business, 44% Mid-Market


### 11. [Firepoint](https://www.g2.com/products/firepoint/reviews)
  Firepoint is an all-in-one, CRM and lead conversion platform built by agents, for agents. It was designed by top real estate teams who combined forces to create a solution that is built specifically for growing real estate teams. With Firepoint, teams can... - Promote their brand with an IDX website, PPC management, and 3rd party integrations - Automate busy work with lead distribution, auto-text, and drip campaigns - Clarify their day by prioritizing their time and effort with leads ready to act now - Communicate internally with @mentions and externally via phone, email, and text - Optimize their business with insights from team accountability and business performance reporting Our technology helps teams leverage their time to stay focused on the right leads and activities.


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 12
**How Do G2 Users Rate Firepoint?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.6/10)
- **Lead Management:** 9.2/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Firepoint?**

- **Seller:** [Firepoint](https://www.g2.com/sellers/firepoint)
- **HQ Location:** Denver, Colorado
- **Twitter:** @FirepointCRM (65 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9470838/ (9 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 86% Small-Business, 7% Enterprise


### 12. [Zurple](https://www.g2.com/products/zurple/reviews)
  Zurple's innovative software provides you with the winning combination of lead insights coupled with behavior-based email follow up to effectively convert leads into real estate clients. Conversations™ works like a personal assistant that monitors lead activity and sends relevant nurturing emails in a timely fashion prompting leads to respond. Agents are notified when a lead makes an inquiry requiring personalized attention, allowing agents the opportunity to guide leads further down the home buyer or seller lifecycle.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 51
**How Do G2 Users Rate Zurple?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.6/10)
- **Lead Management:** 8.6/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.6/10 (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 Zurple?**

- **Seller:** [Zurple](https://www.g2.com/sellers/zurple)
- **Year Founded:** 2009
- **HQ Location:** San Diego, CA
- **Twitter:** @Zurple (1,402 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/822786/ (32 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Realtor
  - **Top Industries:** Real Estate, Computer Software
  - **Company Size:** 55% Small-Business, 43% Mid-Market


### 13. [IDX Broker](https://www.g2.com/products/idx-broker-idx-broker/reviews)
  IDX Broker is dedicated to helping real estate professionals offer a better home-search experience. Through powerful technology and our industry leading MLS search solutions, we supercharge your website and equip your clients and prospects with the tools they need to make their property search simple and effective. By combining your real estate brand with IDX Broker’s home-search, you can create a website to be proud of.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 42
**How Do G2 Users Rate IDX Broker?**

- **Has the product been a good partner in doing business?:** 6.8/10 (Category avg: 8.6/10)
- **Lead Management:** 5.0/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 4.6/10 (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 IDX Broker?**

- **Seller:** [IDX](https://www.g2.com/sellers/idx-00a46100-92d3-4a7f-8b71-917f3622fb79)
- **Year Founded:** 2003
- **HQ Location:** Eugene, OR
- **LinkedIn® Page:** https://www.linkedin.com/company/idx-inc-/ (18 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 65% Small-Business, 19% Enterprise


### 14. [ClientLook](https://www.g2.com/products/clientlook/reviews)
  ClientLook is the best commercial real estate CRM software for brokers, investors, owners and more. It’s the simple, smart and intuitive solution that's relied on by more individuals, team and and companies than anything else.


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 12
**How Do G2 Users Rate ClientLook?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.6/10)
- **Lead Management:** 8.6/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

**Who Is the Company Behind ClientLook?**

- **Seller:** [ClientLook](https://www.g2.com/sellers/clientlook)
- **Year Founded:** 2008
- **HQ Location:** Laguna Niguel, CA
- **Twitter:** @ClientLook (1,614 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/358809/ (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 58% Small-Business, 42% Mid-Market


### 15. [Realvolve](https://www.g2.com/products/realvolve/reviews)
  Realvolve equips real estate teams and agents to scale their businesses by reducing time and effort on processes, tasks, and communication.


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 19
**How Do G2 Users Rate Realvolve?**

- **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 8.6/10)
- **Lead Management:** 8.0/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.9/10 (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 Realvolve?**

- **Seller:** [Realvolve](https://www.g2.com/sellers/realvolve)
- **Year Founded:** 2012
- **HQ Location:** Denver, CO
- **Twitter:** @realvolve (646 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/realvolve (7 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 84% Small-Business, 16% Enterprise


### 16. [Left Main](https://www.g2.com/products/left-main/reviews)
  Left Main REI is a Charlotte, North Carolina–based software company that provides a purpose-built CRM platform for real estate investors and investment teams. Built on Salesforce, Left Main was created to help acquisitions, dispositions, and operations teams manage deals more efficiently while replacing spreadsheets and disconnected tools with a single, scalable system. The platform combines deal management, lead tracking, automated follow-up, property data, and transaction management in one centralized workspace. Teams can manage seller leads, track properties, automate marketing cadences, monitor real-time seller signals, and analyze performance through customizable dashboards and reporting. With integrations across calling, SMS, email, and third-party tools, Left Main connects every part of the investment workflow. Left Main helps real estate investors turn scattered data into consistent deal flow. By organizing leads, automating outreach, and providing real-time insights into opportunities, investment teams can move faster, improve follow-up, and close more deals while scaling their operations with confidence.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate Left Main?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10)
- **Lead Management:** 9.4/10 (Category avg: 8.4/10)
- **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)?:** 3.3/10 (Category avg: 10/10)

**Who Is the Company Behind Left Main?**

- **Seller:** [Left Main REI](https://www.g2.com/sellers/left-main-rei)
- **Company Website:** https://leftmainrei.co
- **HQ Location:** Charlotte, US
- **LinkedIn® Page:** http://www.linkedin.com/company/leftmainrei (37 employees on LinkedIn®)
- **Phone:** 980-447-5087

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 100% Small-Business


#### What Are Left Main's Pros and Cons?

**Pros:**

- Integrations (2 reviews)
- Tools (2 reviews)
- AI Integration (1 reviews)
- All-in-one Solution (1 reviews)
- Automation (1 reviews)

**Cons:**

- Learning Curve (2 reviews)
- Learning Difficulty (1 reviews)
- Not User-Friendly (1 reviews)
- Poor Customer Support (1 reviews)

### 17. [Homesnap Pro](https://www.g2.com/products/homesnap-pro/reviews)
  Homesnap Pro powers the real-time agent. It's the industry standard mobile platform for agents to grow their business and work with clients.


  **Average Rating:** 3.0/5.0
  **Total Reviews:** 69
**How Do G2 Users Rate Homesnap Pro?**

- **Has the product been a good partner in doing business?:** 4.0/10 (Category avg: 8.6/10)
- **Lead Management:** 3.8/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 3.9/10 (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 Homesnap Pro?**

- **Seller:** [Homesnap](https://www.g2.com/sellers/homesnap)
- **Year Founded:** 2008
- **HQ Location:** Bethesda, Maryland
- **Twitter:** @Homesnap (14,295 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/home-snaps/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Realtor, Real Estate Agent
  - **Top Industries:** Real Estate
  - **Company Size:** 65% Small-Business, 14% Mid-Market


### 18. [Propertybase](https://www.g2.com/products/propertybase/reviews)
  A cloud-based real estate CRM and marketing software for real estate offices, teams, brokers, and property developers.


  **Average Rating:** 2.7/5.0
  **Total Reviews:** 33
**How Do G2 Users Rate Propertybase?**

- **Has the product been a good partner in doing business?:** 5.3/10 (Category avg: 8.6/10)
- **Lead Management:** 6.4/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 5.8/10 (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 Propertybase?**

- **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:** https://www.linkedin.com/company/208859/ (783 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 45% Mid-Market, 39% Small-Business


### 19. [Top Producer](https://www.g2.com/products/top-producer/reviews)
  Top Producer is an all-in-one real estate CRM solution that empowers agents to optimize every aspect of their business from lead generation and nurture to relationship and task management. Take advantage of powerful built-in solutions including full MLS integration and Follow-Up Coach to keep prospects and clients engaged and turn conversations into closes. Also, grow your pipeline with buyers and sellers using social media lead generation, smart farming, automated lead response and more!


  **Average Rating:** 3.1/5.0
  **Total Reviews:** 122
**How Do G2 Users Rate Top Producer?**

- **Has the product been a good partner in doing business?:** 5.7/10 (Category avg: 8.6/10)
- **Lead Management:** 6.0/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 6.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Top Producer?**

- **Seller:** [Top Producer](https://www.g2.com/sellers/top-producer)
- **Year Founded:** 1982
- **HQ Location:** Richmond, Canada
- **LinkedIn® Page:** https://www.linkedin.com/company/11634/ (219 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Realtor, Real Estate Agent
  - **Top Industries:** Real Estate
  - **Company Size:** 73% Small-Business, 14% Mid-Market


### 20. [Apto](https://www.g2.com/products/apto/reviews)
  Apto is the leading CRM and deal management software for commercial real estate brokers. Whether you’re an individual broker or part of a team, Apto is your one-stop shop for all the tools you need to manage your contacts, unlock more leads, close more deals, and grow your business. Features: - Built-in Property Data - Contact Management - Prospecting Tools - Deal Management - Reports & Dashboards With all of your data organized the way you think and applied the way you work, it’s clear why Apto is the commercial real estate software of choice for nearly 10,000 brokers worldwide. Apto was founded in 2012 and our headquarters are located in Denver, CO.


  **Average Rating:** 3.3/5.0
  **Total Reviews:** 36
**How Do G2 Users Rate Apto?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.6/10)
- **Lead Management:** 7.0/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.7/10 (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 Apto?**

- **Seller:** [Apto](https://www.g2.com/sellers/apto)
- **Year Founded:** 2012
- **HQ Location:** Denver, Colorado
- **Twitter:** @Aptotude (3,974 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2867736/ (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Commercial Real Estate, Real Estate
  - **Company Size:** 49% Small-Business, 35% Enterprise


### 21. [REthink CRM](https://www.g2.com/products/rethink-crm/reviews)
  Rethink Real Estate CRM revolutionizes the way brokers and agents buy, sell, lease, and manage properties. Built on the world’s most popular Customer Relationship Management (CRM) Cloud Computing platform- Salesforce.com, REthink Real Estate CRM is the #1 web-based real estate application for commercial real estate brokers and residential real estate agents. From capturing leads to closing a deal, REthink Real Estate CRM users can manage their entire business from any computer or mobile device, with zero software to download and zero maintenance to worry about. \*For more information contact sales@rethinkcrm.com


  **Average Rating:** 3.3/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate REthink CRM?**

- **Has the product been a good partner in doing business?:** 6.4/10 (Category avg: 8.6/10)
- **Lead Management:** 7.2/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind REthink CRM?**

- **Seller:** [Think Tech Labs](https://www.g2.com/sellers/think-tech-labs)
- **Year Founded:** 2007
- **HQ Location:** Austin, TX
- **Twitter:** @REthinkCRM (1,810 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/465552/ (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate, Commercial Real Estate
  - **Company Size:** 54% Small-Business, 38% Mid-Market


### 22. [Anyone Home](https://www.g2.com/products/anyone-home/reviews)
  Anyone Home empowers multifamily owners and operators by seamlessly integrating their marketing, communication, and reporting analytics into a unified and actionable leasing platform, enabling faster and smarter leasing processes. Our intelligent leasing solutions include: CRM & Property Tours Accelerate your leasing velocity. Capture, engage, and convert your leads faster while reducing marketing spend and improving the leasing experience. Marketing Websites Convert quality leads. Modern, yet beautifully templated websites featuring interactive tools to further engage your prospective renters. Self-Guided Tours Enhance the tour experience. Simplify the tour process by allowing prospects to schedule and tour at their own pace, ensuring a hassle-free leasing journey for both prospects and leasing agents. Chatbot with Live Chat Omnichannel communication. Perfectly blending automated communications with real-time human interactions for immediate engagement, available whenever your prospects and residents desire. Contact Center Extend your leasing teams. With 24/7 phone, email, and chat support, ensure your leasing teams never miss another lead or resident communication request. Leasing Call Analysis Gain insights into your leasing operations. With employee call scores available the next business day, easily see how your leasing teams are performing and may need additional training.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate Anyone Home?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.6/10)
- **Lead Management:** 9.6/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 7.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10.0/10 (Category avg: 10/10)

**Who Is the Company Behind Anyone Home?**

- **Seller:** [Anyone Home](https://www.g2.com/sellers/anyone-home)
- **Company Website:** https://www.anyonehome.com
- **Year Founded:** 2013
- **HQ Location:** Knoxville, US
- **LinkedIn® Page:** https://www.linkedin.com/company/anyone-home-inc (1,690 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 60% Mid-Market, 30% Small-Business


#### What Are Anyone Home's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Automation (1 reviews)
- Business Growth (1 reviews)
- Communication (1 reviews)
- Contact Management (1 reviews)

**Cons:**

- Integration Issues (1 reviews)
- System Downtime (1 reviews)

### 23. [AscendixRE](https://www.g2.com/products/ascendixre/reviews)
  Custom CRM solution for residential and commercial real estate with integrated AI functionality for deal & contact management, property listings, stacking plans, commission splits, geo search of data, marketing document generation, and preference tracking. Perfect CRM tool for real estate brokers/agents, tenant/landlord rep brokers, commercial mortgage brokers, buyer/seller reps, and land brokers.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 9
**How Do G2 Users Rate AscendixRE?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10)
- **Lead Management:** 8.6/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 9.2/10 (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 AscendixRE?**

- **Seller:** [Ascendix](https://www.g2.com/sellers/ascendix)
- **Year Founded:** 1996
- **HQ Location:** Dallas, TX
- **Twitter:** @ascendix (1,035 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/37095/ (151 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 56% Small-Business, 22% Mid-Market


### 24. [NOVACRM](https://www.g2.com/products/novacrm/reviews)
  NOVACRM is a cutting-edge real estate CRM where agentic AI and a powerful suite of automation tools work together to empower agents, teams, and brokerages to optimize their workflow and drive results. From intelligent lead nurturing to seamless communication, NOVACRM simplifies your operations and ensures every opportunity is captured and acted on.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 9

**Who Is the Company Behind NOVACRM?**

- **Seller:** [MMNOVATECH](https://www.g2.com/sellers/mmnovatech)
- **Year Founded:** 2023
- **HQ Location:** Richmond Hill, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/mmnovatech (55 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 56% Small-Business, 22% Mid-Market


#### What Are NOVACRM's Pros and Cons?

**Pros:**

- Ease of Use (5 reviews)
- Task Management (3 reviews)
- Automation Features (2 reviews)
- Integration (2 reviews)
- Lead Management (2 reviews)

**Cons:**

- Learning Curve (2 reviews)
- Missing Features (1 reviews)

### 25. [REW (Real Estate Webmasters)](https://www.g2.com/products/rew-real-estate-webmasters/reviews)
  REW (Real Estate Webmasters) is an all-in-one web solution that generates leads, maximizes efficiency, and helps ensure unrivaled success.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate REW (Real Estate Webmasters)?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10)
- **Lead Management:** 8.3/10 (Category avg: 8.4/10)
- **Contact & Account Management:** 9.2/10 (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 REW (Real Estate Webmasters)?**

- **Seller:** [Real Estate Webmasters](https://www.g2.com/sellers/real-estate-webmasters-032379e8-bd24-4953-95b4-a6265e52fd4c)
- **Year Founded:** 2004
- **HQ Location:** Nanaimo, British Columbia
- **Twitter:** @webmastersre (1,768 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/real-estate-webmasters (81 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Real Estate
  - **Company Size:** 54% Small-Business, 23% Mid-Market


#### What Are REW (Real Estate Webmasters)'s Pros and Cons?


**Cons:**

- Hidden Costs (1 reviews)
- Poor Customer Support (1 reviews)


    ## What Is Real Estate CRM Software?
  [Real Estate Software](https://www.g2.com/categories/real-estate)
  ## What Software Categories Are Similar to Real Estate CRM Software?
    - [Real Estate Activities Management Software](https://www.g2.com/categories/real-estate-activities-management)
    - [Real Estate Marketing Software](https://www.g2.com/categories/real-estate-marketing)
    - [Brokerage Management Software](https://www.g2.com/categories/brokerage-management)

  
---

## 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.