  # Best Real Estate CRM Software - Page 7

  *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&#39;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&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=339&amp;secure%5Bdisplayable_resource_id%5D=339&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=339&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=46501&amp;secure%5Bresource_id%5D=339&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Freal-estate-crm&amp;secure%5Btoken%5D=700a49be69d6bd508a9ad90cc8e05260a4684b17809b381c2761c945894dab89&amp;secure%5Burl%5D=https%3A%2F%2Flofty.com%2F%3FfromEmail%3Dtrue%26utm_source%3DG2&amp;secure%5Burl_type%5D=book_demo)

---

  ## What Are the Top-Rated Real Estate CRM Software Products in 2026?
### 1. [Brixi](https://www.g2.com/products/brixi/reviews)
  Brixi.ai helps businesses turn every enquiry into an interactive digital sales experience. Instead of sending static PDFs, brochures, or long message threads, teams can create personalized microsites that bring all sales information into one organized and engaging space. Each microsite can include product details, pricing, images, videos, documents, and FAQs, making it easier for prospects to explore everything they need in one place. Brixi also provides real time buyer engagement insights, showing which sections prospects view, how long they spend, and when they return. These signals help sales teams understand genuine interest, prioritize high intent leads, and follow up at the right moment. In addition, Brixi helps automate sales communication through calls, chats, and WhatsApp conversations so businesses can respond faster and manage enquiries more efficiently. By combining interactive content, engagement tracking, and automated communication, Brixi enables teams to convert enquiries into meaningful sales conversations and opportunities.



**Who Is the Company Behind Brixi?**

- **Seller:** [Brixi AI](https://www.g2.com/sellers/brixi-ai)
- **Year Founded:** 2025
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/brixi/ (1 employees on LinkedIn®)



### 2. [BrokerBay](https://www.g2.com/products/brokerbay/reviews)
  BrokerBay is an advanced showing management ecosystem designed to streamline real estate operations for brokerages, boards, associations, and MLSs across North America. By integrating modern technology, BrokerBay reduces workloads for agents and staff, enhances client interactions, and facilitates more efficient deal closures. Its intuitive platform offers a centralized hub for managing listings, showings, offers, and more, accessible via both web and mobile applications. Key Features and Functionality: - Mobile App Experience for Agents: Agents can efficiently search, manage, share, book, and offer on listings directly from their mobile devices, providing flexibility and on-the-go access. - Lightning-Fast Admin Workflows: The platform offers smart dashboards designed for speed, enabling teams to coordinate and collaborate on listings, showings, and offers seamlessly. - MLS Integrated 3D Virtual Showing System: BrokerBay integrates with MLS systems to provide 3D virtual showings, allowing clients to tour properties remotely and enhancing the showing experience. - Smart Lockbox Management: The system offers hierarchical management of multiple lockbox brands, tailored to unique board and brokerage structures, ensuring secure and efficient property access. - Real-Time Analytics: BrokerBay provides a real-time market analytics engine, offering deep insights into market trends and performance on demand. Primary Value and Solutions Provided: BrokerBay addresses the inefficiencies in traditional real estate showing management by offering a comprehensive, user-friendly platform that automates and simplifies various processes. It empowers agents to handle more transactions with less effort, enhances client satisfaction through modern showing experiences, and provides brokerages with valuable insights into market dynamics. By centralizing operations and integrating advanced technologies, BrokerBay enables real estate professionals to focus more on client relationships and closing deals, rather than administrative tasks.



**Who Is the Company Behind BrokerBay?**

- **Seller:** [BrokerBay](https://www.g2.com/sellers/brokerbay)
- **Year Founded:** 2016
- **HQ Location:** Salem, US
- **LinkedIn® Page:** https://www.linkedin.com/company/supra-systems/ (51 employees on LinkedIn®)



### 3. [BuilderOpedia](https://www.g2.com/products/builderopedia/reviews)
  BuilderOpedia is a comprehensive CRM solution designed for real estate developers and construction firms. It centralizes sales, project management, and finance into one connected system, giving teams real-time visibility across every stage of the property lifecycle. With tools for lead tracking, inventory management, collections, and workflow automation, BuilderOpedia helps builders eliminate silos and drive profitability through smarter, faster decisions. Key Benefits: Close leads faster and convert interest to booking with minimal friction. Prevent revenue leakage by eliminating manual hand-offs, missed tasks or delayed responses. Improve financial clarity — know what’s booked, what’s due, and what your cash-flow picture looks like across projects. Deliver a superior customer experience — every interaction is informed, timely and consistent. Free your teams from repetitive admin so they spend more time selling and less time reconciling spreadsheets. Who It’s For Residential or commercial-property developers managing one or multiple projects. Sales and marketing teams covering multiple channels (web, portals, walk-ins). Brokers and channel partners who need a unified view of inventory, leads and payments. Finance, operations or delivery teams who must coordinate closely with sales and project teams. Businesses looking to scale growth by making their process data-driven, responsive and aligned.



**Who Is the Company Behind BuilderOpedia?**

- **Seller:** [BuilderOpedia](https://www.g2.com/sellers/builderopedia)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/builderopedia/ (1 employees on LinkedIn®)



### 4. [ClientEdge CRM](https://www.g2.com/products/clientedge-crm/reviews)
  ClientEdge CRM is an all-in-one, AI-powered productivity platform designed specifically for real estate agents and brokerages. It combines contact management, automated drip campaigns, two-way SMS, an auto-dialer, pipeline and GCI tracking, a marketing studio, and advanced AI tools into a single platform starting at $25/month. Its A-B-C client ranking system and touch tracking keep agents focused on the right relationships at the right time, while built-in automation handles follow-ups, birthday and home anniversary greetings, holiday emails, and lead nurturing in the background. Boards of Realtors and brokerages can manage their entire membership on a per-seat plan with team management, shared lead routing, and engagement tools.



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

- **Seller:** [ClientEdge CRM](https://www.g2.com/sellers/clientedge-crm)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)



### 5. [CMAflow](https://www.g2.com/products/cmaflow/reviews)
  CMAflow is a professional valuation and workflow platform built for independent real estate agents. It combines four connected tools in a single interface: Dashboard, Opportunities, CMA Generator, and Email Drafter. The CMA Generator produces broker-grade Comparative Market Analysis reports in sixty seconds. Each report includes weighted comparable analysis, confidence ranges that reflect actual data availability, year-built adjustments, outlier detection, and professional formatting that matches industry appraisal standards. Reports run thirteen pages with pricing methodology, market context, and legal disclaimers ready for client delivery. The Priority Dashboard ranks active opportunities by urgency and potential value, helping agents focus on deals that need attention today rather than treating every lead equally. The Opportunities manager captures deal details, client information, and property specifics in one place. The Email Drafter generates situation-aware correspondence that references specific deal context, producing follow-up emails that demonstrate active listening rather than generic templates. CMAflow targets mid-career independent agents handling twelve to forty transactions annually in suburban US markets. The platform is designed for experienced practitioners who need professional tools without the overhead of enterprise software built for large teams. Pricing is straightforward at $49/ month with a 14 free trial requiring no credit card. All features are included in a single plan with unlimited CMA reports, full dashboard access, and complete export capabilities. CMAflow is built on Claude by Anthropic, combining AI-powered analysis with transparent methodology that keeps the agent in control of every pricing decision and client communication.



**Who Is the Company Behind CMAflow?**

- **Seller:** [CMAflow](https://www.g2.com/sellers/cmaflow)
- **Year Founded:** 2010
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** https://linkedin.com/company/cmaflow/ (1 employees on LinkedIn®)



### 6. [Convert Wire](https://www.g2.com/products/convert-wire/reviews)
  Convert Wire connects real estate agents with local homeowners planning on selling their home and sets listing appointments directly on their calendar.



**Who Is the Company Behind Convert Wire?**

- **Seller:** [Convert Wire](https://www.g2.com/sellers/convert-wire)
- **Year Founded:** 2017
- **HQ Location:** Austin, US
- **LinkedIn® Page:** http://www.linkedin.com/company/convert-wire (23 employees on LinkedIn®)



### 7. [Cotality CRM](https://www.g2.com/products/cotality-crm/reviews)
  Customer relationship management platform built specifically for restoration businesses, centralizing customer data and tracking interactions across the full lifecycle. Features AI-driven email templates, automated campaigns, workflow automation, and data-driven dashboards for sales and marketing teams.



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

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/corelogic/ (5,110 employees on LinkedIn®)
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642



### 8. [Cotality Prospects CRM](https://www.g2.com/products/cotality-prospects-crm/reviews)
  Real estate agent CRM fully integrated with MLS contacts, Matrix listing data, and calendars — ready to use from the first login. Provides automated engagement tools, action plans, email templates, and Facebook posting to help agents stay top-of-mind with clients.



**Who Is the Company Behind Cotality Prospects CRM?**

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/corelogic/ (5,110 employees on LinkedIn®)
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642



### 9. [CRM for real estate](https://www.g2.com/products/crm-for-real-estate/reviews)
  LeadPluss is an innovative software product designed and developed to revolutionize sales for Real Estate. With LeadPluss, you can get real-time insights into your marketing activities and be able to capitalize on every single opportunity for your business growth.



**Who Is the Company Behind CRM for real estate?**

- **Seller:** [Leadpluss](https://www.g2.com/sellers/leadpluss)
- **Year Founded:** 2018
- **HQ Location:** Pune, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/leadpluss1/ (7 employees on LinkedIn®)



### 10. [crmgrow](https://www.g2.com/products/crmgrow/reviews)
  Grow your real estate team on autopilot... Recruit agents to join your brokerage or team with marketing automations including email, text, trackable video marketing, scheduling, and the &quot;Ultimate Agent Attraction Automation.&quot;



**Who Is the Company Behind crmgrow?**

- **Seller:** [crmgrow](https://www.g2.com/sellers/crmgrow)
- **HQ Location:** Raleigh, US
- **LinkedIn® Page:** https://www.linkedin.com/company/crmgrow (5 employees on LinkedIn®)



### 11. [CRM Software](https://www.g2.com/products/brokersaathi-crm-software/reviews)
  BrokerSaathi CRM – Your Smart Partner in Sales Success In today’s fast-paced market, managing leads, tracking sales, and staying connected with clients shouldn’t be complicated. BrokerSaathi CRM is built to make selling smarter, faster, and easier for businesses that want to grow. Our all-in-one CRM software helps capture, organize, and convert leads effortlessly. From the first inquiry to the final deal, BrokerSaathi ensures no opportunity is missed. With automation, you can schedule follow-ups, send reminders, and track every deal - without switching between multiple tools. Key Features: Lead Capture from Portals, WhatsApp &amp; Calls Automated Lead Assignments &amp; Alerts Customizable Sales Pipelines Real-Time Inventory Updates Performance Reports &amp; Analytics Role-Based Team Access BrokerSaathi CRM offers real-time lead tracking, automatic distribution, and intelligent matching to connect the right client with the right property instantly. Its clean dashboard gives you a clear view of your sales pipeline for quick, data-driven decisions. Whether managing a small team or a large brokerage, BrokerSaathi adapts to your workflow. Mobile-friendly and easy to use, it ensures you never miss a deal. Boost productivity, close faster, and build stronger client relationships—start with BrokerSaathi CRM today.



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

- **Seller:** [BrokerSaathi](https://www.g2.com/sellers/brokersaathi)
- **Year Founded:** 2023
- **HQ Location:** Gurugram, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/brokersaathi/ (28 employees on LinkedIn®)



### 12. [Cymbo](https://www.g2.com/products/cymbo/reviews)
  Cymbo provides a 100% paperless and customizable online real estate management solution designed to make you mobile, so you make more money in less time.



**Who Is the Company Behind Cymbo?**

- **Seller:** [Cymbo Systems](https://www.g2.com/sellers/cymbo-systems)
- **Year Founded:** 2009
- **HQ Location:** N/A
- **Twitter:** @CymboSystems (8 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cymbo-system-inc (1 employees on LinkedIn®)



### 13. [DealMerge](https://www.g2.com/products/dealmerge/reviews)
  DealMerge is innovative commercial real estate deal management software that helps brokers close more deals by streamlining and optimizing workflows. Developed by experienced industry professionals who share more than 30 years of commercial real estate brokerage and finance experience, DealMerge keeps you up to date on every contact, lead, and deal, even when changes occur. Our fully-integrated suite of powerful, easy-to-use commercial real estate tools includes: • Customizable Dashboards • Pipeline Management • Lead Management • Contact Management • System-Generated Notifications • Collaborative Deal Teams • Auto-Match • Smart Notes • Drag-and-Drop Convenience • AI-Powered DealMerge Assistant Getting started is fast, and using the platform is easy. Help is always available via the built-in support library and AI assistant. Sign up for your 14-day free trial today.



**Who Is the Company Behind DealMerge?**

- **Seller:** [DealMerge](https://www.g2.com/sellers/dealmerge)
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/dealmerge (4 employees on LinkedIn®)



### 14. [Eagle CRM](https://www.g2.com/products/eagle-crm/reviews)
  Eagle is a 100% Cloud Based CRM for real estate: everything in one place, available wherever you go.



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

- **Seller:** [Eagle Software Australia](https://www.g2.com/sellers/eagle-software-australia)
- **Year Founded:** 2014
- **HQ Location:** Coburg North, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/eagle-software/?originalSubdomain=au (17 employees on LinkedIn®)



### 15. [eBuildAuto](https://www.g2.com/products/ebuildauto/reviews)
  Capture More Leads. Close More Deals with eBuildAuto Real Estate CRM Designed specifically for real estate businesses, eBuildAuto is a cloud-based real estate CRM, designed to Real Estate CRM that helps transform your business streamline processes, improve effectiveness, and maximize ROI Its user-friendly interface, automated workflows and integrations with familiar applications, like Word and WhatsApp, make it easy to develop leads, eliminate errors and improve operational efficiencies across the board. Losing a potential sale simply because of an overlooked appointment or lack of communication can be heartbreaking. Not only does it drive up your cost of customer acquisition, but it can also undermine the efficiency of the entire process and become endemic to the organization. eBuildAuto’s Real Estate CRM software includes a discrete pre-sales module that transforms the manual process of lead management into an intuitive, automated flow that leaves you free to focus on what you do best—close the deal. Seamless Lead Capture Pre-set Lead Distribution Follow-up Management Cost Sheet Generation Channel Partner Management Booking Application &amp; Confirmation with Customizable Demand Calculation Demand &amp; Reminder Letters Agreement, NOC, and Other User-defined Documents Mobile App - Manage Your Real Estate Business On the Go Automated Greetings - Birthday and Anniversary Bulk Mail, SMS, WhatsApp Analytics and Reports API Integration - with leading Social Media Site and Property Portals Security &amp; Access Control The secret to a happy customer is a connected customer. The customer who is engaged with you and your brand is most likely to be a repeat customer, a staunch brand advocate, and a prime source of referrals. The discrete Post-sales module from eBuildAuto Real Estate CRM helps you build a strong customer base through effective communication and customer management across the value chain. The Post-sales module comes bundled with the Real Estate CRM software but can be purchased individually, as well.



**Who Is the Company Behind eBuildAuto?**

- **Seller:** [RichTech IT](https://www.g2.com/sellers/richtech-it)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)



### 16. [ERP  and CRM Software](https://www.g2.com/products/erp-and-crm-software/reviews)
  Realx ERP is a single integrated cloud-based ERP and CRM software for any type of industry. It is affordable, hassle free, customizable, secure and easy-to-use ERP solution. Our Most-in-Demand modules - Pre-Sales CRM, Post-Sales CRM, Inventory Management, Supply Chain Management, Contract Management/Work Order, HRMS &amp; Payroll, Ticket Management.



**Who Is the Company Behind ERP  and CRM Software?**

- **Seller:** [Realx ERP](https://www.g2.com/sellers/realx-erp)
- **Year Founded:** 2010
- **HQ Location:** Kolkata, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/realx-erp (4 employees on LinkedIn®)



### 17. [Esgrow](https://www.g2.com/products/esgrow/reviews)
  Esgrow is an AI-powered CRM built specifically for independent real estate agents. Unlike bloated enterprise CRMs, Esgrow focuses on what actually matters: knowing which leads to call first. Key features: • AI Lead Scoring — automatically ranks leads by buying readiness • Voice-to-CRM — dictate notes from your car, AI extracts the details • Gmail &amp; Calendar sync — auto-import leads from Zillow/Realtor.com • Drip campaigns — automated follow-up sequences • Pipeline tracking — visual deal management $29/month with a 14-day free trial. No contracts.



**Who Is the Company Behind Esgrow?**

- **Seller:** [Esgrow](https://www.g2.com/sellers/esgrow)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)



### 18. [Estate Mailer](https://www.g2.com/products/estate-mailer/reviews)
  Estate Mailer is a comprehensive and free real estate CRM tailored to empower agents and agencies. Designed with simplicity and efficiency in mind, Estate Mailer helps you manage leads, track client interactions, organize property listings, and close deals faster—all in one intuitive platform. What sets Estate Mailer apart is its integrated real estate buyer and seller lead service. Agents can access prequalified leads directly within the CRM, making it easy to connect with potential clients and grow their business. This seamless integration ensures agents have everything they need to stay organized and maximize their success. Whether you&#39;re a solo agent or part of a growing team, Estate Mailer provides the tools and resources to streamline your operations, improve productivity, and build stronger client relationships. And the best part? It’s completely free, with no hidden fees or trial periods.



**Who Is the Company Behind Estate Mailer?**

- **Seller:** [Estate Mailer Pro](https://www.g2.com/sellers/estate-mailer-pro)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/estate-mailer (2 employees on LinkedIn®)



### 19. [EstatePlus](https://www.g2.com/products/estateplus/reviews)
  Real Estate Management software that makes keeping track of your contacts, properties info, enquiries, schedules and appointments simple.



**Who Is the Company Behind EstatePlus?**

- **Seller:** [Nahar Technologies](https://www.g2.com/sellers/nahar-technologies)
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/nahar-technologies-p-ltd (14 employees on LinkedIn®)



### 20. [Focus3 SalesManager CRM](https://www.g2.com/products/focus3-salesmanager-crm/reviews)
  Real estate contact management system, used to store the responders to sales and marketing efforts.



**Who Is the Company Behind Focus3 SalesManager CRM?**

- **Seller:** [Focus3](https://www.g2.com/sellers/focus3)
- **Year Founded:** 2001
- **HQ Location:** Cary, US
- **LinkedIn® Page:** https://www.linkedin.com/company/350833 (5 employees on LinkedIn®)



### 21. [Fortunet Real Estate CRM](https://www.g2.com/products/fortunet-real-estate-crm/reviews)
  Real estate CRM that consists of leads, email marketing, transaction coordination, document management, and Mission Statement Builder.



**Who Is the Company Behind Fortunet Real Estate CRM?**

- **Seller:** [Fortunet Hellas](https://www.g2.com/sellers/fortunet-hellas)
- **HQ Location:** Kallithéa, GR
- **LinkedIn® Page:** http://www.linkedin.com/company/fortunet-hellas (1 employees on LinkedIn®)



### 22. [FreedomSoft CRM Tool](https://www.g2.com/products/freedomsoft-crm-tool/reviews)
  From Marketing Lists To Comps, Getting Leads To Automation &amp; Everything In Between - FreedomSoft Is All You Need.



**Who Is the Company Behind FreedomSoft CRM Tool?**

- **Seller:** [FreedomSoft](https://www.g2.com/sellers/freedomsoft)
- **Year Founded:** 2002
- **HQ Location:** Asheboro, US
- **Twitter:** @FreedomSoft_TS (13 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/4287580 (2 employees on LinkedIn®)



### 23. [Funnel Leasing](https://www.g2.com/products/funnel-leasing/reviews)
  Funnel is the industry-leading marketing and leasing platform for multifamily owners and  managers. Backed by top investors from Silicon Valley and the real estate  industry, Funnel is on a mission to transform the rental experience by building technology that  streamlines the apartment marketing and leasing process, enabling multifamily professionals to  generate more profits, efficiency, and insight across their portfolios.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 3

**Who Is the Company Behind Funnel Leasing?**

- **Seller:** [Funnel Leasing](https://www.g2.com/sellers/funnel-leasing)
- **Year Founded:** 2011
- **HQ Location:** Odessa, US
- **LinkedIn® Page:** https://www.linkedin.com/company/funnelleasing/ (172 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 33% Mid-Market, 33% Small-Business


#### What Are Funnel Leasing's Pros and Cons?

**Pros:**

- Communication (1 reviews)
- CRM Quality (1 reviews)
- Mass Communication (1 reviews)
- Text Messaging (1 reviews)


### 24. [FuzeAi CRM](https://www.g2.com/products/fuzeai-crm/reviews)
  FuzeAI CRM is the all-in-one growth platform built for small businesses, real estate professionals, and service-based businesses. Powered by AI calling, AI chatbot, and conversational AI, it automates your follow-up, fills your calendar, and closes more deals — without lifting a finger.



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

- **Seller:** [Leads Up AI](https://www.g2.com/sellers/leads-up-ai)
- **Year Founded:** 2023
- **HQ Location:** Edina, US
- **LinkedIn® Page:** https://www.linkedin.com/company/leadsupai/ (5 employees on LinkedIn®)



### 25. [GoDigi CRM](https://www.g2.com/products/godigi-crm/reviews)
  The Premier All-in-One Real Estate CRM Software for real estate Agents, investors and wholesalers ready to take their automation and marketing to the next level. Our A.I Bot-SIFRA is equipped to pre-qualify your leads by engaging them with a series of targeted questions, enabling them to self-qualify. Upon qualification, SIFRA will either schedule an appointment for you or immediately transfer the hot lead to you in real-time.



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

- **Seller:** [GoDigi](https://www.g2.com/sellers/godigi)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)




    ## 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.&quot; 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 —**&quot;You get what you pay for&quot; 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.



    
