# Best Real Estate CRM Software - Page 3 *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:** 289 ### Category Stats (Jun 2026) - **Average Rating**: 4.3/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 89 - **Buyer Segments**: Small-Business 80% │ Mid-Market 16% │ Enterprise 3% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: Rechat (+0.018) - Among all products in this category, Rechat recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank Real Estate CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 6,300+ Authentic Reviews - 289+ 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. [Enaia](https://www.g2.com/products/enaia/reviews) Enaia is the CRM and insights platform that empowers CRE brokers to find and organize prospecting data and manage deals in seconds. With our technology, brokers can collaborate with select teams, strategize with broker partners, and store data for their entire career - no matter where they work. Enaia makes deal management, prospecting, and team collaboration easier and more effective, ultimately helping them close more deals. Enaia allows brokers to prospect with direct access to decision makers, set reminders and tasks so you never drop the ball, and manage your deal flow. With our email integration, you can also manage all prospect and client communications from ONE platform. There's a reason why "Elite CRE Brokers start their day in Enaia". **Average Rating:** 5.0/5.0 **Total Reviews:** 7 **How Do G2 Users Rate Enaia?** - **Lead Management:** 10.0/10 (Category avg: 8.4/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.5/10) **Who Is the Company Behind Enaia?** - **Seller:** [Enaia](https://www.g2.com/sellers/enaia) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Commercial Real Estate - **Company Size:** 43% Mid-Market, 29% Small-Business #### What Are Enaia's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Efficiency (3 reviews) - Contact Management (2 reviews) - Task Management (2 reviews) - Accessibility (1 reviews) **Cons:** - App Issues (1 reviews) - Software Bugs (1 reviews) ### 2. [Compass CRM](https://www.g2.com/products/compass-crm/reviews) We’ve built the first modern real estate platform, pairing top talent with technology to make the search and sell experience intelligent and seamless. **Average Rating:** 4.4/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Compass CRM?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.6/10) - **Lead Management:** 8.9/10 (Category avg: 8.4/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.5/10) **Who Is the Company Behind Compass CRM?** - **Seller:** [Compass](https://www.g2.com/sellers/compass-a6e45e71-8df1-4aa7-8c2e-17ce4aa6f608) - **Year Founded:** 2012 - **HQ Location:** New York, Ny - **Twitter:** @Compass (20,098 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/compassinc (34,905 employees on LinkedIn®) - **Ownership:** NYSE: COMP **Who Uses This Product?** - **Company Size:** 50% Small-Business, 25% Enterprise #### What Are Compass CRM's Pros and Cons? **Pros:** - Automation (1 reviews) - CRM (1 reviews) - Ease of Use (1 reviews) - Features (1 reviews) - Information Clarity (1 reviews) **Cons:** - System Complexity (1 reviews) ### 3. [Farvision ERP](https://www.g2.com/products/farvision-erp/reviews) he comprehensive ERP solution from the house of Gamut Infosystems offers everything you need to run your business efficiently and simplify manufacturing, procurement, sales, HR and finance. **Average Rating:** 4.4/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Farvision ERP?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **Lead Management:** 6.7/10 (Category avg: 8.4/10) - **Contact & Account Management:** 6.7/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.3/10 (Category avg: 10/10) **Who Is the Company Behind Farvision ERP?** - **Seller:** [Gamut Infosystems](https://www.g2.com/sellers/gamut-infosystems) - **Year Founded:** 1990 - **HQ Location:** Kolkata, IN - **Twitter:** @farvisionerp (215 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/farvisionerp/ (254 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 86% Mid-Market, 14% Enterprise #### What Are Farvision ERP's Pros and Cons? **Pros:** - Automation (1 reviews) - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Feature Variety (1 reviews) - Integrations (1 reviews) **Cons:** - Export Issues (1 reviews) - Lack of Features (1 reviews) - Missing Features (1 reviews) - Performance Issues (1 reviews) - Poor Customer Support (1 reviews) ### 4. [InCom Real Estate](https://www.g2.com/products/incom-real-estate/reviews) InCom offers a full-featured, automated CRM and real estate website solution to help agents generate more leads and close more deals. This turnkey solution is packed with powerful lead magnet and advanced automation functionalities that can identify a user's lead type, and automatically send them information based on their intentions. It will provide your website visitors with access to over 100,000 listings through the IDX network, which includes listings pulled from your real estate board. **Average Rating:** 4.2/5.0 **Total Reviews:** 7 **How Do G2 Users Rate InCom Real Estate?** - **Has the product been a good partner in doing business?:** 8.3/10 (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)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind InCom Real Estate?** - **Seller:** [InCom Real Estate](https://www.g2.com/sellers/incom-real-estate) - **HQ Location:** Toronto, CA - **Twitter:** @incomrealestate (484 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/incom-real-estate (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are InCom Real Estate's Pros and Cons? **Pros:** - CRM (2 reviews) - Client Communication (1 reviews) - CRM Features (1 reviews) - Customer Support (1 reviews) - Customization (1 reviews) ### 5. [MoxiWorks Real Estate CRM](https://www.g2.com/products/moxiworks-real-estate-crm/reviews) The MoxiWorks CRM Platform is a cloud-based customer relationship management (CRM) solution, which assists residential real estate brokerages with lead nurturing and workflow management. Key features include email marketing, data analysis, progress tracking, activity dashboard, and analytics. With the MoxiWorks, agents can send automated emails with market snapshots at scheduled intervals to contacts, which helps optimize client engagement. It integrates with multiple-listing service (MLS) systems, enabling agents to access updated property-related information on their CRM systems, as well as monitor current and historical data. The centralized dashboard displays a list of buyers and sellers, status of transactions, team’s progress on meeting targets, and the close rate for agents. MoxiEngage is the real estate industry's most powerful CRM. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and keeps agents on track to reach sales goals. **Average Rating:** 4.2/5.0 **Total Reviews:** 6 **How Do G2 Users Rate MoxiWorks Real Estate CRM?** - **Lead Management:** 7.0/10 (Category avg: 8.4/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.5/10) **Who Is the Company Behind MoxiWorks Real Estate CRM?** - **Seller:** [MoxiWorks](https://www.g2.com/sellers/moxiworks) - **Year Founded:** 2010 - **HQ Location:** Bellevue, Washington - **Twitter:** @MoxiWorks (1,325 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/moxi-works/ (148 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 71% Enterprise, 14% Small-Business #### What Are MoxiWorks Real Estate CRM's Pros and Cons? **Pros:** - Automation (1 reviews) - Ease of Use (1 reviews) - Tools (1 reviews) **Cons:** - Slow Speed (1 reviews) ### 6. [WPL Platform](https://www.g2.com/products/wpl-platform/reviews) WPL Basic/Pro, is a Wordpress Plugin through which the realtor/broker/agency/company can build their Real Estate Website, with various lead capturing tools, Map functions etc. Customizability and Flexibility of WPL, has made it #1 choice of most of who want to have a professional and strong online presence to take the edge on the competition. In addition to all features WPL provides, there are over 35 add-ons, including CRM, Organic MLS Integration, Native Mobile apps, Franchise Solution, Market Reports, Demographic, School info, Neighborhood, Communities etc. by which the websites can become more and more feature-rich. The add-ons increase the chance of lead conversion and provides all the necessary information that the the customers need for making a decision about a property. The set of products is built by Realtyna. We've been working on Joomla and Wordpress from 2007. Our Satisfaction rate (4.8 out of 5) expresses the satisfaction of our customers, and speaks out their experience of working with our product and staff. **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate WPL Platform?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.6/10) - **Lead Management:** 9.2/10 (Category avg: 8.4/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind WPL Platform?** - **Seller:** [Realtyna](https://www.g2.com/sellers/realtyna) - **Year Founded:** 2007 - **HQ Location:** Newark, Delaware - **Twitter:** @realtyna (345 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1011784/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 91% Small-Business ### 7. [Groundbreaker](https://www.g2.com/products/groundbreaker/reviews) Groundbreaker is an all-in-one suite of tools for small to medium sized commercial real estate investment firms that raise outside capital. Our tools help teams increase productivity and investor satisfaction by automating fundraising, reporting and investor relations workflows. The application covers six primary functions in streamlining back-office operations of real estate investment firms. These six functions are fundamentally integrated, lending to an all-in-one investment platform that provides value across much of an investment organization. Here are some of the functionality and impacts of each. 1- Investor Reporting Gives your accounting team a system of record of commitments and distributions that is helpful when creating K-1s and answering one-off investor requests immediately. Provides your investors with periodic or ad-hoc reports. Gives back-office team tools to distribute K-1s privately, securely, and in bulk. Our automation of these time-intensive, non-revenue producing tasks, and aggregation of investor data will save many hours of manual work and allow your team to focus on high impact activities and manage more investors. 2- Fundraising Automation Our fundraising tools accelerate the subscription process by automating publishing and marketing of offerings, electronic signing and even receiving funding from your investors via an integrated ACH transfer tool. Gain a better understanding of prospect intent and progress, allowing you or your investor relations team to focus on the investors, rather than the busy-work, to close deals faster. 3- Investor Portal Give your firm the investment experience your stakeholders are coming to expect and reflect the level of professionalism you bring to the table. Outdo the internally built portals offered by the biggest firms and elevate your firm's brand in the short amount of time it takes to deploy a Groundbreaker powered solution. Investors bank and manage their stock market holdings online and are coming to expect more transparency and accessibility via their devices. CRE sponsors need to keep up with the times to effectively recruit and retain investors and earn more of their allocations to real estate. Firms that delight their investors will have a competitive advantage over firms that do not upgrade their systems. Our investor portal lets you recruit and retain investors, and earn more of their real estate allocations in a manner that is scalable to your internal budget and operations. 4- Investment Management Give your team an investment management funnel built specifically for real estate investment firms that raise outside capital. From inviting investors into a deal room, to receiving or adjusting offers, to receiving funds and every step in between. Expedite the processes of supporting an investor through the investment onboarding process while boosting internal transparency by keeping all activity and data in one system of record that syncs everyone from the investor relations to investment accounting teams. 5- CRM A CRM developed specifically for real estate investment firms. Help accounting, investor relations, and third parties like fund administrators and legal by bringing all of the firm's investments, activity and files under one roof, therefore eliminating the need to sync up manually or switch between software applications and file folders of excel and other files. Disconnected data silos and fragmented teams take longer to respond to investor requests and lose an edge to firms with the bandwidth to fulfill investors expectations. 6- Security Stop sending tax documents to notoriously unsecure email inboxes. With Groundbreaker, documents are stored on your investor portal and you maintain control over removing or adding these documents as needed. You can find more details on our data security process on our website’s security page. In summary, we deploy a layered “Defense in Depth” approach. Data is hosted in SOC I, II, III compliant data centers and encrypted at rest and in transit. These are the same standards used by the world’s largest banks. **Average Rating:** 4.9/5.0 **Total Reviews:** 9 **How Do G2 Users Rate Groundbreaker?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **Lead Management:** 9.2/10 (Category avg: 8.4/10) - **Contact & Account Management:** 7.5/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind Groundbreaker?** - **Seller:** [Groundbreaker](https://www.g2.com/sellers/groundbreaker) - **Year Founded:** 2014 - **HQ Location:** Chicago, Illinois - **Twitter:** @GroundBreakerCo (1,658 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3218963/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Small-Business, 20% Mid-Market #### What Are Groundbreaker's Pros and Cons? **Pros:** - Automation (1 reviews) - Communication (1 reviews) - Continuous Improvement (1 reviews) - Customer Support (1 reviews) - Ease of Use (1 reviews) ### 8. [In4Suite](https://www.g2.com/products/in4suite/reviews) In4Suite® (pronounce info-suite) is our core product platform and is the perfect solution for real estate professionals. It combines a group of integrated modules and features to provide a comprehensive and complete business software for the end-users. While all the modules can be purchased and used, they can also be purchased separately in a scalable way as and when a business grows. **Average Rating:** 4.3/5.0 **Total Reviews:** 6 **How Do G2 Users Rate In4Suite?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.6/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind In4Suite?** - **Seller:** [In4velocity Systems](https://www.g2.com/sellers/in4velocity-systems) - **Year Founded:** 2004 - **HQ Location:** Bangalore, IN - **Twitter:** @in4velocity (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/279989 (264 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Mid-Market, 17% Small-Business ### 9. [ActivePipe](https://www.g2.com/products/activepipe/reviews) ActivePipe is a specialized marketing automation platform designed to assist real estate agents, agencies, and mortgage brokers in Australia and New Zealand in transforming their contact databases into revenue-generating assets. By leveraging behavioral intelligence, automated nurturing campaigns, and real-time lead scoring, ActivePipe enables users to systematically identify prospects ready to engage, maintain consistent client interactions, and capture listing opportunities ahead of competitors. The platform primarily targets brokerages, team leaders, independent agents, and franchise networks looking to optimize their marketing efforts. ActivePipe addresses the challenge of underutilized databases, which often contain valuable contacts that can lead to significant business opportunities. For instance, an average agent's database of 3,000 contacts can represent around 150 potential annual listings, but without systematic nurturing, many of these opportunities may go unnoticed. By providing tools that enhance engagement and streamline communication, ActivePipe empowers users to maximize their outreach and conversion potential. Key features of ActivePipe include its Intent Engine and Behavioral Intelligence capabilities, which automatically identify buyer and seller personas through interactive surveys and engagement analysis. The platform tracks behavioral signals that indicate purchase or sale intent, such as property research patterns and home valuation clicks. This functionality allows agents to prioritize their follow-up efforts effectively, focusing on "Up & Coming" contacts who have recently re-engaged and "Highly Interactive" prospects who require immediate attention. Additionally, Smart Property Matching delivers personalized property recommendations based on user preferences and observed behavior, ensuring that communications remain relevant and engaging. ActivePipe also offers pre-built real estate campaigns that are ready to deploy, significantly reducing the time required to launch marketing initiatives compared to generic platforms. These campaigns are compliant with local regulations, including the Spam Act 2003 and Privacy Act, ensuring that users can engage their contacts without legal concerns. Furthermore, the platform automates the generation and distribution of monthly branded local market reports, positioning agents as trusted experts in their communities while providing valuable insights into market trends. The platform's multi-agent management capabilities allow single administrators to oversee campaigns for numerous agents, maintaining brand consistency while personalizing communications. ActivePipe integrates seamlessly with leading real estate CRMs in the ANZ region, ensuring that users can maintain their CRM as the source of truth while adding an intelligence layer for enhanced marketing automation. With dedicated training and implementation support, ActivePipe helps users navigate the complexities of automation, ensuring that they can leverage the platform's full potential to drive business growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate ActivePipe?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.6/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 0.8/10 (Category avg: 10/10) **Who Is the Company Behind ActivePipe?** - **Seller:** [MoxiWorks](https://www.g2.com/sellers/moxiworks) - **Company Website:** https://moxiworks.com - **Year Founded:** 2010 - **HQ Location:** Bellevue, Washington - **Twitter:** @MoxiWorks (1,325 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/moxi-works/ (148 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 82% Mid-Market, 18% Small-Business #### What Are ActivePipe's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Automation (2 reviews) - Business Growth (2 reviews) - Customer Support (2 reviews) - Customization (2 reviews) **Cons:** - Integration Issues (1 reviews) - Limited Customization (1 reviews) ### 10. [Agent Legend](https://www.g2.com/products/agent-legend/reviews) Automated lead followup for real estate agents and mortgage professionals. Smart response scheduling tools allow you to schedule when and how to respond to your leads. Get access to dozens of campaign templates designed and written by high-performing industry experts. It easily connects with 200+ software platforms and CRMs. The average Agent Legend user saves 19.7hrs a month and has 28-55% response rates depending on campaign type. You work hard. Let Agent Legend help you work smarter. **Average Rating:** 4.8/5.0 **Total Reviews:** 4 **Who Is the Company Behind Agent Legend?** - **Seller:** [Agent Legend](https://www.g2.com/sellers/agent-legend) - **Year Founded:** 2015 - **HQ Location:** Nashville, US - **LinkedIn® Page:** https://www.linkedin.com/company/agent-legend/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market ### 11. [EZ Coordinator](https://www.g2.com/products/ez-coordinator/reviews) Manage all of your real estate transactions online, in one secure location, with the ability to access your data anytime, from anywhere. **Average Rating:** 4.1/5.0 **Total Reviews:** 6 **How Do G2 Users Rate EZ Coordinator?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.6/10) - **Lead Management:** 9.2/10 (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 EZ Coordinator?** - **Seller:** [EZ Coordinator](https://www.g2.com/sellers/ez-coordinator) - **Year Founded:** 2001 - **HQ Location:** Chicago, US - **Twitter:** @EZCoordinator (636 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ez-coordinator (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Small-Business, 29% Mid-Market ### 12. [RealHub365](https://www.g2.com/products/realhub365/reviews) RealHub365 is redefining the landscape of real estate CRM solutions by directly addressing the industry's most pressing challenges. With its innovative approach, RealHub 365 stands out as a beacon of progress, offering features and functionalities specifically designed to meet the unique needs of real estate professionals. Here's how RealHub 365 is leading the charge in CRM innovation. User-Friendly Interface RealHub 365 prioritizes ease of use without compromising on functionality. Its intuitive design ensures that real estate agents can quickly adapt to and make the most of the platform, regardless of their tech savviness. Highly Customizable Solutions Understanding that no two real estate businesses are the same, RealHub 365 offers extensive customization options. This flexibility allows agents and agencies to tailor the CRM to fit their specific workflows, client management styles, and marketing strategies. Seamless Integrations RealHub 365 is built to work harmoniously with a wide array of tools and platforms essential to the real estate industry, including MLS listings, marketing automation tools, and communication channels. This integration capability ensures a streamlined workflow, allowing for more efficient management of daily tasks. Robust Mobile Functionality Recognizing the mobile nature of real estate work, RealHub 365 provides a powerful mobile application that enables agents to access critical information, communicate with clients, and manage leads on the go. This mobile-first approach ensures that agents can stay connected and productive no matter where they are. Cost-Effective Pricing RealHub 365 offers competitive pricing plans that cater to the needs of individual agents, small teams, and large agencies alike. RealHub 365 ensures that real estate professionals can leverage the power of a cutting-edge CRM without breaking the bank by providing a high return on investment through its comprehensive suite of features and benefits. Driving Real Estate Success with Advanced Features RealHub 365 goes far beyond providing the basics of a CRM, like lead management, client engagement, property alerts, marketing automation, and analytics and reporting. In addition to addressing the common challenges of traditional CRM systems, RealHub 365 introduces advanced features that propel real estate professionals ahead of the curve. AI-Driven Insights RealHub 365 harnesses the power of artificial intelligence to provide agents with predictive analytics and intelligent recommendations, transforming how leads are managed and nurtured. This feature goes beyond basic analytics by analyzing patterns in data to forecast market trends, identify client preferences, and suggest the most opportune moments for agents to reach out to potential clients. It also helps segment leads based on their behavior and engagement, enabling personalized marketing strategies that significantly increase the chances of conversion. By leveraging AI-driven insights, RealHub 365 empowers real estate professionals to make smarter, data-backed decisions, ensuring they stay ahead in a competitive market. Luxury IDX Websites RealHub 365 elevates the online presence of real estate professionals with its luxury IDX (Internet Data Exchange) websites. These websites are not only visually stunning but also highly functional, offering seamless integration with RealHub 365's CRM platform. They provide an exceptional browsing experience for potential buyers, showcasing properties with high-quality images, detailed descriptions, and interactive maps. The integration of IDX ensures that listings are up-to-date, enhancing the credibility and reliability of real estate professionals in the eyes of their clients. This feature is particularly beneficial for agents specializing in luxury properties, as it allows them to highlight the unique features and amenities of high-end listings, attracting more qualified leads and facilitating easier transactions. Smart CRM Platforms RealHub 365's CRM platform goes beyond traditional client management by incorporating innovative features that automate and optimize real estate operations. From lead scoring to automated marketing campaigns, the platform uses AI to ensure that real estate professionals can focus on what they do best: closing deals and building relationships. This smart CRM platform is designed to adapt to the unique needs of each user, providing personalized insights and recommendations to maximize efficiency and effectiveness. Tiered Pricing Structures Understanding that real estate professionals have diverse needs and budgets, RealHub 365 offers flexible, tiered pricing structures. This approach ensures that whether you're a solo agent, part of a small team, or running a large agency, there's a pricing plan that fits your specific requirements. Each tier provides access to a comprehensive set of features, with the flexibility to scale up as your business grows, ensuring that you only pay for what you need. Easy Integrations Real estate professionals use countless tools and platforms to manage their businesses. RealHub365 is designed to easily integrate with a wide range of these tools, including MLS databases, marketing automation software, and communication platforms. This ease of integration streamlines workflows reduces the need for manual data entry, and ensures that all your tools work together seamlessly, enhancing productivity and efficiency. RealHub365's innovative features are tailored to meet the evolving needs of the real estate industry, offering solutions that enhance client engagement, streamline operations, and drive sales. By providing a comprehensive suite of tools designed for real estate professionals, RealHub365 is setting new standards for success in the industry. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate RealHub365?** - **Lead Management:** 10.0/10 (Category avg: 8.4/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind RealHub365?** - **Seller:** [RealHub365](https://www.g2.com/sellers/realhub365) - **Year Founded:** 2023 - **LinkedIn® Page:** https://www.linkedin.com/company/realhub365/ **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 100% Small-Business #### What Are RealHub365's Pros and Cons? **Pros:** - CRM (3 reviews) - All-in-one Solution (2 reviews) - Ease of Use (2 reviews) - Integrations (2 reviews) - Website Design (2 reviews) ### 13. [Rethink by Buildout](https://www.g2.com/products/rethink-by-buildout/reviews) Tired of manual data entry and juggling countless tools? Discover how Rethink by Buildout empowers commercial real estate professionals to work smarter, not harder, by streamlining your workflow and giving you back valuable time to focus on what matters most: building relationships and closing deals. **Average Rating:** 4.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Rethink by Buildout?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Rethink by Buildout?** - **Seller:** [Buildout](https://www.g2.com/sellers/buildout) - **Year Founded:** 2010 - **HQ Location:** Chicago, Illinois - **Twitter:** @BuildoutInc (3,960 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9439100/ (122 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market #### What Are Rethink by Buildout's Pros and Cons? **Pros:** - CRM (1 reviews) - CRM Features (1 reviews) - Ease of Use (1 reviews) - Tracking (1 reviews) **Cons:** - Learning Curve (1 reviews) - Phone Support Issues (1 reviews) - Poor Customer Support (1 reviews) ### 14. [Aptly](https://www.g2.com/products/aptly/reviews) CRM and Workflow Management for Property Teams. Every customer interaction is easily captured in Aptly and seamlessly combined with necessary data from your property management software in an intuitive way that lets you build profitable relationships and higher occupancy. Streamline all your workflows and complete routine tasks at lightning speeds. Your property management software wasn’t built to manage routine workflows, forcing you into MS Excel or Google Sheets to track common tasks such as customer onboarding, lease renewals, rehabs, move ins/outs and countless other processes. Aptly takes the best aspects of spreadsheets and databases, and puts them together with automation and collaboration tools so that your team can get more done together! **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Aptly?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Aptly?** - **Seller:** [Aptly](https://www.g2.com/sellers/aptly) - **Year Founded:** 2017 - **HQ Location:** San Rafael, US - **LinkedIn® Page:** https://www.linkedin.com/company/getaptly/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business #### What Are Aptly's Pros and Cons? **Pros:** - Accessibility (1 reviews) - Automation (1 reviews) - Ease of Use (1 reviews) - Features (1 reviews) - User Interface (1 reviews) **Cons:** - Difficult Setup (1 reviews) - Interface Issues (1 reviews) - Layout Issues (1 reviews) - Learning Curve (1 reviews) - UX Improvement (1 reviews) ### 15. [BSP Real Estate CRM](https://www.g2.com/products/bsp-real-estate-crm/reviews) Leading End-to-End Real Estate CRM, Website & Mobile APP. BSP comes with unique solutions for agencies of all sizes and offers innovative ways to manage everything from the listing to closing a transaction. We do not aim to replace real estate agents, we aim to provide tools than can make them excel. Our real estate CRM provides many tools that allow you to automate time-consuming tasks, get important insights for the agency, and help your business move forward. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate BSP Real Estate CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **Lead Management:** 10.0/10 (Category avg: 8.4/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind BSP Real Estate CRM?** - **Seller:** [BSP Vision](https://www.g2.com/sellers/bsp-vision) - **Year Founded:** 2015 - **HQ Location:** Tirana, AL - **LinkedIn® Page:** https://www.linkedin.com/company/bspvision-software/ (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are BSP Real Estate CRM's Pros and Cons? **Pros:** - Features (2 reviews) - Lead Generation (2 reviews) - Centralization (1 reviews) - CRM (1 reviews) - CRM Integration (1 reviews) ### 16. [HomeSpotter Spacio](https://www.g2.com/products/homespotter-spacio/reviews) The best open house experiences begin with Spacio **Average Rating:** 3.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate HomeSpotter Spacio?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **Lead Management:** 6.7/10 (Category avg: 8.4/10) - **Contact & Account Management:** 5.6/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind HomeSpotter Spacio?** - **Seller:** [Lone Wolf Real Estate Technologies](https://www.g2.com/sellers/lone-wolf-real-estate-technologies) - **Year Founded:** 1989 - **HQ Location:** Cambridge, Canada - **LinkedIn® Page:** https://www.linkedin.com/company/208859/ (783 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Small-Business ### 17. [IloveLeasing](https://www.g2.com/products/iloveleasing/reviews) SaaS CRM solution for multi-family lead management, lease conversion and advertising analytics. **Average Rating:** 4.3/5.0 **Total Reviews:** 3 **How Do G2 Users Rate IloveLeasing?** - **Lead Management:** 8.3/10 (Category avg: 8.4/10) - **Contact & Account Management:** 6.7/10 (Category avg: 8.5/10) **Who Is the Company Behind IloveLeasing?** - **Seller:** [Spherexx.com](https://www.g2.com/sellers/spherexx-com) - **Year Founded:** 2000 - **HQ Location:** Tulsa, US - **LinkedIn® Page:** https://www.linkedin.com/company/spherexx (61 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Mid-Market, 33% Small-Business ### 18. [Inmovilla](https://www.g2.com/products/inmovilla/reviews) Our real estate CRM system in the cloud, not only manages the office, it helps you with everything. And when we say "in everything", is that our CRM facilitates external work such as the automatic sending of emails, the publication in many portals completely free of charge, updating your website in real time, and even allows you to congratulate your customers. **Average Rating:** 4.8/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Inmovilla?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Inmovilla?** - **Seller:** [Jorge Valverde](https://www.g2.com/sellers/jorge-valverde) - **Year Founded:** 1999 - **HQ Location:** Elche/Elx, ES - **Twitter:** @Inmovilla (545 Twitter followers) - **LinkedIn® Page:** https://es.linkedin.com/company/inmovilla (29 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 100% Small-Business ### 19. [Leaf360](https://www.g2.com/products/leaf360/reviews) Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead generation to post-closing. Designed for mortgage brokers, loan officers, and other industry professionals, Leaf360 centralizes all essential tasks and data, making it easier to manage the entire mortgage lifecycle within one platform. Software Category: Mortgage Management Software Primary Audience: Mortgage brokers, loan officers, and mortgage companies Key Use Cases: Centralized management of mortgage leads and client interactions Streamlining the mortgage application and approval process Enhancing client engagement through automated communication Improving operational efficiency with integrated tools and analytics Main Features and Benefits: Lead Management: Organize and track leads through customized pipelines, ensuring no opportunity is missed. With Leaf360, users can categorize leads based on their stage in the mortgage process, enabling targeted follow-ups and personalized communication. Client Communication: Automate emails, texts, and reminders to maintain consistent communication with clients throughout the mortgage process. This feature helps users keep clients informed and engaged, reducing the chances of drop-offs. Document Management: Securely store and manage all essential documents within the platform. Leaf360 supports easy document sharing and e-signatures, simplifying the process for both clients and professionals. Pipeline Visibility: Gain full visibility into the mortgage pipeline with real-time updates and reporting tools. Users can monitor the progress of each loan, identify bottlenecks, and make data-driven decisions to improve efficiency. Compliance and Security: Ensure compliance with industry regulations through built-in security features and automated audit trails. Leaf360 is designed to meet the stringent requirements of the mortgage industry, providing peace of mind to users. Leaf360 empowers mortgage professionals to manage their workflows more efficiently, improve client satisfaction, and ultimately close more loans with less effort. By integrating all necessary tools into one platform, Leaf360 reduces the complexity of mortgage management, allowing users to focus on what matters most—serving their clients. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Leaf360?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **Lead Management:** 10.0/10 (Category avg: 8.4/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind Leaf360?** - **Seller:** [Leaf360](https://www.g2.com/sellers/leaf360) - **HQ Location:** Miami, US - **Twitter:** @Leaf360Io (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/leaf360/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 20. [Pipeline ROI](https://www.g2.com/products/pipeline-roi/reviews) Pipeline ROI is an inbound marketing solution for real estate and mortgage professionals. **Average Rating:** 4.3/5.0 **Total Reviews:** 3 **Who Is the Company Behind Pipeline ROI?** - **Seller:** [Pipelineroi](https://www.g2.com/sellers/pipelineroi) - **HQ Location:** Naples, US - **LinkedIn® Page:** https://www.linkedin.com/company/pipeline-roi/about/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 21. [RealtyMX](https://www.g2.com/products/realtymx/reviews) With RealtyMX proprietary listings database, you can access a wide range of data sources, import and export information to other tools, and most importantly, own your data. **Average Rating:** 3.8/5.0 **Total Reviews:** 4 **How Do G2 Users Rate RealtyMX?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind RealtyMX?** - **Seller:** [RealtyMX](https://www.g2.com/sellers/realtymx) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/1605901 (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 22. [Sierra Interactive](https://www.g2.com/products/sierra-interactive/reviews) Sierra Interactive develops residential real estate software and services for agents, teams and brokers in the U.S. and Canada. Sierra’s proven lead generation and management solutions are trusted by top-performing teams and influential coaches in the real estate industry. Founded in 2007, Sierra is headquartered in Louisville, KY, but has a remote-first workforce across the U.S. **Average Rating:** 4.7/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Sierra Interactive?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10) **Who Is the Company Behind Sierra Interactive?** - **Seller:** [Sierra Interactive](https://www.g2.com/sellers/sierra-interactive) - **HQ Location:** Louisville, US - **LinkedIn® Page:** https://www.linkedin.com/company/sierra-interactive/ (57 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Sierra Interactive's Pros and Cons? **Pros:** - Automation (1 reviews) - Client Management (1 reviews) - Contact Management (1 reviews) - Customization (1 reviews) - Helpful (1 reviews) **Cons:** - Expensive (1 reviews) - Poor Customer Support (1 reviews) - Slow Speed (1 reviews) - Technical Glitches (1 reviews) ### 23. [SmartTouch NextGen](https://www.g2.com/products/smarttouch-nextgen/reviews) SmartTouch® NexGen is a lead-nurturing, CRM/Marketing Automation platform designed by real estate marketers for real estate marketers. It combines a robust sales CRM with innovative marketing automation so you can sell more with less effort. NexGen’s central database puts everything in one place and allows for time-saving marketing automation and in-depth sales tracking that can track where a lead is in the buying process, help your sales team focus on the right leads at the right time, with the right message, and help you better understand your marketing ROI. Marketing Automation Features: - Lead Capture (Registrations, Surveys, Forms, Smart Adaptors) - User Defined Lead Notifications with Email and Text Alerts - Dynamic Lead Scoring Contribution from Opens and Clicks - One-Click Preference Updates for Auto Re-Engagement - List Segmentation for Dynamic Workflow Triggering - Automated Email Series or Drip Campaigns - Standard & Custom Reports - Automated UTM Tracking for Google Analytics - Smart Web Visit Tracking with Automated Follow-Up and Notifications - Facebook Ads Lead Get Adapter and Workflows Email Marketing Features: - Pre-Designed Content and Layouts for Campaigns and Email Creation - Campaign Dashboard with Analytics and Engagement Insight - Active Contacts Segmentation for Improved Deliverability - Comprehensive Click Rate Reporting - Email Validation - On-Behalf-Of Sending Capabilities - List Segmentation for Targeted Campaign Sends - Smart List Cleaning for Quality and Improved Deliverability - Email Previews Powered by Litmus® - Integrated Spam Testing CRM Features - Graphical Dashboard with Real-Time Updates and Drill-Down Reporting - Notification Center with Alerts for Reminders and Other CRM Tasks - Smart Alerts to Sales for Buyer Engagement with Automated Follow-Up - On-Behalf-Of Actions, Tours & Reminders to Track Sales Activities and Traffic - Configurable Dropdown Options, Custom Tabs & Fields - Broadcast Text Messaging to ‘Ok to Text’ Lists - Send 1-to-1 Email Using Pre-Designed Sales Templates - Lead Scoring for Dynamic Updates to Contacts and Hot List - Advanced Real Estate Reports Using Advanced and Saved Searches - Social Profile Sync **Average Rating:** 3.3/5.0 **Total Reviews:** 3 **How Do G2 Users Rate SmartTouch NextGen?** - **Lead Management:** 5.6/10 (Category avg: 8.4/10) - **Contact & Account Management:** 6.7/10 (Category avg: 8.5/10) **Who Is the Company Behind SmartTouch NextGen?** - **Seller:** [SmartTouch Interactive](https://www.g2.com/sellers/smarttouch-interactive) - **Year Founded:** 2010 - **HQ Location:** Austin, US - **Twitter:** @SmartTouchInt (278 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/smarttouch-interactive (22 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market ### 24. [Weichert Pro Real Estate CRM Tool](https://www.g2.com/products/weichert-pro-real-estate-crm-tool/reviews) Weichert PROs personalized follow-up plans and reminders make it easy to stay in touch with leads and clients. **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Weichert Pro Real Estate CRM Tool?** - **Lead Management:** 8.3/10 (Category avg: 8.4/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.5/10) **Who Is the Company Behind Weichert Pro Real Estate CRM Tool?** - **Seller:** [Weichert Franchising](https://www.g2.com/sellers/weichert-franchising) - **Year Founded:** 1969 - **HQ Location:** Morris Plains, US - **LinkedIn® Page:** https://www.linkedin.com/company/166906 (13,629 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Enterprise #### What Are Weichert Pro Real Estate CRM Tool's Pros and Cons? **Pros:** - Database Management (1 reviews) ### 25. [4Degrees](https://www.g2.com/products/4degrees/reviews) The 4Degrees CRM provides intelligent relationship and deal management tools to help your team get the most out of your professional networks. We're built for deal-driven industries, including venture capital, private equity, mergers & acquisitions, investment banking, commercial real estate, and consulting. Our software combines the ability to search your team's network easily and intuitively, with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. **Average Rating:** 4.5/5.0 **Total Reviews:** 4 **How Do G2 Users Rate 4Degrees?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.6/10) - **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 4Degrees?** - **Seller:** [4Degrees](https://www.g2.com/sellers/4degrees) - **Year Founded:** 2017 - **HQ Location:** Chicago, US - **Twitter:** @4DegreesAI (659 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4degrees/ (19 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 40% Small-Business, 40% Enterprise ## 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.