# Best Real Estate CRM Software - Page 5

*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





## Top Real Estate CRM Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [REsimpli](https://www.g2.com/products/resimpli/reviews) | 4.9/5.0 (383 reviews) | Investor lead pipelines with built-in drip automation | "[Comprehensive CRM Solution with Instant Results](https://www.g2.com/survey_responses/resimpli-review-12811973)" |
| 2 | [Zillow Premier Agent](https://www.g2.com/products/zillow-premier-agent/reviews) | 2.2/5.0 (55 reviews) | Zillow-native lead capture with visibility costs | "[Great exposure and client leads for real estate professionals](https://www.g2.com/survey_responses/zillow-premier-agent-review-11793748)" |
| 3 | [Luxury Presence](https://www.g2.com/products/luxury-presence/reviews) | 4.3/5.0 (24 reviews) | Luxury-branded websites with SEO-driven lead generation | "[A Beautiful, High-Performing Real Estate Website Platform](https://www.g2.com/survey_responses/luxury-presence-review-12007999)" |
| 4 | [Contactually by Compass](https://www.g2.com/products/contactually-by-compass/reviews) | 4.2/5.0 (115 reviews) | Relationship follow-up reminders with contact bucketing | "[Powerful CRM ](https://www.g2.com/survey_responses/contactually-by-compass-review-1445833)" |
| 5 | [BoldTrail](https://www.g2.com/products/boldtrail/reviews) | 4.5/5.0 (1,487 reviews) | Agent database automation with integrated back office | "[I am super happy with KvCore!](https://www.g2.com/survey_responses/boldtrail-review-4790497)" |
| 6 | [Rechat](https://www.g2.com/products/rechat/reviews) | 4.7/5.0 (79 reviews) | All-in-one CRM, marketing, and listing workflows | "[Rechat | User-Friendly with Powerful Email Automation, Branding Control, and Great Support](https://www.g2.com/survey_responses/rechat-review-12799993)" |
| 7 | [Follow Up Boss](https://www.g2.com/products/follow-up-boss/reviews) | 4.6/5.0 (114 reviews) | Real estate lead distribution and follow-up automation | "[Efficient CRM with Seamless Integration](https://www.g2.com/survey_responses/follow-up-boss-review-12709107)" |
| 8 | [ResMan](https://www.g2.com/products/resman/reviews) | 4.8/5.0 (419 reviews) | — | "[Effortless Management with Stellar Support](https://www.g2.com/survey_responses/resman-review-12873879)" |
| 9 | [BoomTown](https://www.g2.com/products/boomtown/reviews) | 4.7/5.0 (564 reviews) | Automated buyer lead nurture with website activity tracking | "[User-Friendly that keeps clients engaged](https://www.g2.com/survey_responses/boomtown-review-7955665)" |
| 10 | [BoldTrail BackOffice](https://www.g2.com/products/boldtrail-backoffice/reviews) | 4.3/5.0 (165 reviews) | — | "[Streamlined Team Workflows, Minor UI Tweaks Needed](https://www.g2.com/survey_responses/boldtrail-backoffice-review-13086996)" |


## G2 Grid® for Real Estate CRM Software
![G2 Grid® for Real Estate CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/real-estate-crm/grids.png?focus%5B%5D=1186668&focus%5B%5D=7321&focus%5B%5D=1317342&focus%5B%5D=4133&focus%5B%5D=66255&focus%5B%5D=32533&focus%5B%5D=7280&focus%5B%5D=13815)
Highlighted products: REsimpli, Zillow Premier Agent, Luxury Presence, Contactually by Compass, BoldTrail, Rechat, ResMan, and Follow Up Boss.
Underlying data: [Grid® JSON](https://www.g2.com/categories/real-estate-crm/grids.json?focus%5B%5D=resimpli&focus%5B%5D=zillow-premier-agent&focus%5B%5D=luxury-presence&focus%5B%5D=contactually-by-compass&focus%5B%5D=boldtrail&focus%5B%5D=rechat&focus%5B%5D=resman&focus%5B%5D=follow-up-boss)


## How Many Real Estate CRM Software Products Does G2 Track?
**Total Products under this Category:** 293

### Category Stats (Jul 2026)
- **Average Rating**: 4.3/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Rechat (+1.3%) - Among all products in this category, Rechat recorded the largest rating increase compared to last month
*Last updated: July 12, 2026*


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

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

- 30 Analysts and Data Experts
- 6,700+ Authentic Reviews
- 293+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## 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.



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---

## What Are the Top-Rated Real Estate CRM Software Products in 2026?
### 1. [APRO CRM](https://www.g2.com/products/apro-crm/reviews)
CRM and business process automation solution TAILORED FOR REAL ESTATE BUSINESS. The system combines built-in IP telephony, email and online messenger, performs automatching of listings to clients’ requests, offers templates for automatic reports to property owners, company documents and property presentations, offers custom automation algorithms for business processes and is compatible with company website and other external services.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate APRO CRM?**

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

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

- **Seller:** [APRO CRM](https://www.g2.com/sellers/apro-crm)
- **HQ Location:** N/A
- **Twitter:** @APROCRM (10 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of APRO CRM?

**"[CRM tailored for real estate](https://www.g2.com/survey_responses/apro-crm-review-1682751)"**

**Rating:** 5.0/5.0 stars
*— Annette V.*

[Read full review](https://www.g2.com/survey_responses/apro-crm-review-1682751)

---


#### What Are G2 Users Discussing About APRO CRM?

- [What is APRO CRM used for?](https://www.g2.com/discussions/what-is-apro-crm-used-for)

### 2. [Brainify](https://www.g2.com/products/brainify/reviews)
Brainify is a custom tailored business suit that comprises of CRM, ERP, Supply Chain Management, and Sales Force Automation moduls. It is aimed at helping property development and real estate teams to streamline their daily business operations.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1

**Who Is the Company Behind Brainify?**

- **Seller:** [Brainify](https://www.g2.com/sellers/brainify)
- **Year Founded:** 2015
- **HQ Location:** Utrecht, NL
- **Twitter:** @brainify_today (173 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10278331 (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Extremely intuitive design and rich functionality](https://www.g2.com/survey_responses/brainify-review-119406)"**

**Rating:** 4.5/5.0 stars
*— Lyuba L.*

[Read full review](https://www.g2.com/survey_responses/brainify-review-119406)

---


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

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

### 3. [Buildesk Real Estate CRM](https://www.g2.com/products/buildesk-real-estate-crm/reviews)
Buildesk is an AI-enabled CRM solution that transforms the sales process for the Real Estate industry. We help Real Estate developers and brokers to accelerate sales closures, manage their pipelines, and track ROI accurately using our platform with the help of deeply integrated conversational analytical solutions. We are focused on enabling a machine-driven approach to help the real estate business owners to get the maximum turn around and convert conversation into actionable items.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Buildesk Real Estate CRM?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

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

- **Seller:** [Cravingcoode Technologies](https://www.g2.com/sellers/cravingcoode-technologies)
- **Year Founded:** 2018
- **HQ Location:** Navi Mumbai, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/cravingcode-technologies-pvt-ltd (34 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Buildesk helped me to automate my repetitive tasks and gave me full control of my team and business.](https://www.g2.com/survey_responses/buildesk-real-estate-crm-review-9640771)"**

**Rating:** 5.0/5.0 stars
*— Pratosh D.*

[Read full review](https://www.g2.com/survey_responses/buildesk-real-estate-crm-review-9640771)

---



### 4. [Communities](https://www.g2.com/products/communities/reviews)
Communities is the world’s first Experience Platform for real estate—designed to help real estate professionals deliver exceptional client experiences, and close more listings without relying on outdated CRMs, funnels, or coaching. We combine predictive analytics, behavioral insights, and AI-assisted nurturing to qualify and convert leads automatically—while branding the entire journey under the agent’s name. Built for trust, built for results. No fluff. Just closings. Website: https://CommunitiesXP.com. Contact Us: +1 (888) 680-1743 Email Address: support@communitiesxp.com


**Average Rating:** 4.5/5.0
**Total Reviews:** 1

**Who Is the Company Behind Communities?**

- **Seller:** [Communities](https://www.g2.com/sellers/communities)
- **HQ Location:** 364 SW, 9 Avenue Southwest, Calgary, Alberta T2P 3E4
- **LinkedIn® Page:** https://linkedin.com/company/CommunitiesExperience (5 employees on LinkedIn®)
- **Ownership:** Private
- **Phone:** +1 (888) 680-1743

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Game Changer for Client Communication and Workflow](https://www.g2.com/survey_responses/communities-review-11362414)"**

**Rating:** 4.5/5.0 stars
*— Charmaine A.*

[Read full review](https://www.g2.com/survey_responses/communities-review-11362414)

---



### 5. [DaeBuild](https://www.g2.com/products/daebuild/reviews)
DaeBuild is a real estate CRM software for builders.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate DaeBuild?**

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

**Who Is the Company Behind DaeBuild?**

- **Seller:** [Daemonindia](https://www.g2.com/sellers/daemonindia)
- **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?**
- **Company Size:** 100% Mid-Market



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

**"[DaeBuild Review ](https://www.g2.com/survey_responses/daebuild-review-2407728)"**

**Rating:** 4.5/5.0 stars
*— Lawrence K.*

[Read full review](https://www.g2.com/survey_responses/daebuild-review-2407728)

---


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

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

### 6. [DealBase](https://www.g2.com/products/dealbase/reviews)
DealBase is the CRM purpose-built for real estate investors by REI Automated. Unlike generic CRMs that require heavy customization, DealBase ships with REI-specific deal stages, deal analysis math for every common exit strategy, and a visual pipeline designed around how investors actually work — from lead intake through close. Built for wholesalers, flippers, and creative finance investors, DealBase handles the full deal lifecycle: - Visual deal pipeline with customizable stages (Lead, Call, Triage, Analysis, Perfect Presentation, PSA, Close) - Deal Analyzer for every exit strategy: wholesale assignment, fix-and-flip, BRRRR, subject-to, novation, seller financing, lease options, and hybrid deals - AI-powered tools: DealLabs AI for automated deal analysis, DealGPT for 24/7 AI mentorship trained on 5 years of real investing experience - Built-in communications: email campaigns, SMS via integrated phone system, call recording and tracking - Team collaboration: multi-tenant workspaces with role-based access control, department management, and assignment strategies - Free interactive tools (DealBase Toolbox): calculators, quizzes, scorecards, decision trees, and checklists available to anyone without an account DealBase is the flagship product of REI Automated, which also provides coaching and training programs for real estate investors. The combination of education, software, and support has served 400+ investors with a 4.9-star review rating across 138+ reviews. Pricing: $1 for 28-day full-access trial. Operator plan at $200/month, Scale plan at $650/month. Cancel or downgrade anytime.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate DealBase?**

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

- **Seller:** [REI Automated](https://www.g2.com/sellers/rei-automated)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/rei-automated/ (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Logical, Customizable Deal Tracking with Great Customer Support](https://www.g2.com/survey_responses/dealbase-review-12639812)"**

**Rating:** 4.5/5.0 stars
*— Rachelle S.*

[Read full review](https://www.g2.com/survey_responses/dealbase-review-12639812)

---



### 7. [eGO Real Estate](https://www.g2.com/products/ego-real-estate/reviews)
EGO Real Estate is a customer relationship management tool for managing realestates and clients.


**Average Rating:** 3.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate eGO Real Estate?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

**Who Is the Company Behind eGO Real Estate?**

- **Seller:** [egorealestate.com](https://www.g2.com/sellers/egorealestate-com)
- **Year Founded:** 1999
- **HQ Location:** N/A
- **Twitter:** @egorealestate (94 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/egorealestate-com (9 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business




#### What Are G2 Users Discussing About eGO Real Estate?

- [What is eGO Real Estate used for?](https://www.g2.com/discussions/ego-real-estate-what-is-ego-real-estate-used-for)
- [What is eGO Real Estate used for?](https://www.g2.com/discussions/what-is-ego-real-estate-used-for)

### 8. [Gene](https://www.g2.com/products/gene-global-llc-gene/reviews)
Gene is a 24/7 AI sales platform that helps real estate teams qualify leads, answer questions in more than ninety languages, and maintain perfect follow up. It works across agencies, developers, and property portals, providing consistent lead conversion and full visibility over conversations and performance.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Gene?**

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

**Who Is the Company Behind Gene?**

- **Seller:** [Gene Global](https://www.g2.com/sellers/gene-global)
- **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?**
- **Company Size:** 100% Small-Business


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

**Pros:**

- AI Integration (1 reviews)
- Automation (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- Expensive (1 reviews)


### What Do G2 Reviewers Say About Gene?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **human-like AI and automations** from Gene, finding it essential for modern real estate sales teams.
- Users find Gene's **automation capabilities** essential, enhancing the efficiency of real estate sales processes significantly.
- Users value the **exceptional customer support** provided by Gene, enhancing the overall user experience tremendously.

**Cons:**

- The tool may feel **expensive** for sales teams handling fewer than 30 new leads each month.

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

**"[Gene Automates Inbound Leads 24/7 with Easy Setup and Seamless Integration](https://www.g2.com/survey_responses/gene-review-12211610)"**

**Rating:** 5.0/5.0 stars
*— Myriel M.*

[Read full review](https://www.g2.com/survey_responses/gene-review-12211610)

---

**"[The best AI tool for real estate sales](https://www.g2.com/survey_responses/gene-review-12024704)"**

**Rating:** 5.0/5.0 stars
*— Virginia F.*

[Read full review](https://www.g2.com/survey_responses/gene-review-12024704)

---



### 9. [GP Flow](https://www.g2.com/products/gp-flow/reviews)
GP Flow helps you raise capital, automate investor relations and unlock the potential of your assets.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate GP Flow?**

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

**Who Is the Company Behind GP Flow?**

- **Seller:** [GP Flow](https://www.g2.com/sellers/gp-flow)
- **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?**
- **Company Size:** 100% Enterprise



#### What Are Recent G2 Reviews of GP Flow?

**"[10](https://www.g2.com/survey_responses/gp-flow-review-10298376)"**

**Rating:** 4.0/5.0 stars
*— Hamed M.*

[Read full review](https://www.g2.com/survey_responses/gp-flow-review-10298376)

---



### 10. [IDX Matrix Lead Management CRM](https://www.g2.com/products/idx-matrix-lead-management-crm/reviews)
IDXMatrix, the one stop solution for all the real estate professionals who would want to see their business grow by 200%. The pure technology-driven platform provides customized IDX website, result-driven CRM and lead generation tools that not only help in generating leads, but also lead conversion.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate IDX Matrix Lead Management CRM?**

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

**Who Is the Company Behind IDX Matrix Lead Management CRM?**

- **Seller:** [IDXMatrix](https://www.g2.com/sellers/idxmatrix)
- **Year Founded:** 2017
- **HQ Location:** Elkridge, US
- **LinkedIn® Page:** http://www.linkedin.com/company/idx-matrix (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of IDX Matrix Lead Management CRM?

**"[Best IDX website and CRM provider IDXMatrix](https://www.g2.com/survey_responses/idx-matrix-lead-management-crm-review-4928614)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/idx-matrix-lead-management-crm-review-4928614)

---


#### What Are G2 Users Discussing About IDX Matrix Lead Management CRM?

- [What is IDX Matrix Lead Management CRM used for?](https://www.g2.com/discussions/what-is-idx-matrix-lead-management-crm-used-for)

### 11. [iMaxCRM](https://www.g2.com/products/imaxcrm/reviews)
Real Estate CRM, Video Email, Marketing and Transaction Management Announcing New Video Solution and Open House App Best Solutions For Agents, Brokers, Teams and Lenders.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind iMaxCRM?**

- **Seller:** [Imaxcrm](https://www.g2.com/sellers/imaxcrm)
- **Year Founded:** 2016
- **HQ Location:** South Brunswick, US
- **LinkedIn® Page:** https://www.linkedin.com/company/kontactly/ (2 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



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

**"[Super Fast and Easy To Use Interface and Features](https://www.g2.com/survey_responses/imaxcrm-review-4666978)"**

**Rating:** 5.0/5.0 stars
*— Camille K.*

[Read full review](https://www.g2.com/survey_responses/imaxcrm-review-4666978)

---


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

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

### 12. [InterAcct Real Estate Software](https://www.g2.com/products/interacct-real-estate-software/reviews)
A modular database system with marketing, CRM, quoting, accounting, scheduling, performance analysis, purchasing, stock control, etc.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate InterAcct Real Estate Software?**

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

**Who Is the Company Behind InterAcct Real Estate Software?**

- **Seller:** [InterAcct Software](https://www.g2.com/sellers/interacct-software)
- **Year Founded:** 1981
- **HQ Location:** Belrose, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/2768474 (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of InterAcct Real Estate Software?

**"[User friendly](https://www.g2.com/survey_responses/interacct-real-estate-software-review-496751)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/interacct-real-estate-software-review-496751)

---


#### What Are G2 Users Discussing About InterAcct Real Estate Software?

- [What is InterAcct Real Estate Software used for?](https://www.g2.com/discussions/what-is-interacct-real-estate-software-used-for)

### 13. [LeadFindr](https://www.g2.com/products/leadfindr/reviews)
LeadFindr engine uses artificial intelligence and deep data sources to locate sellers likely to list with an agent in the next 60 days. Your exclusive leads are enriched with supplemental data and fed into our conversion engine. Watch the conversion process unfold from within your portal in real time.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate LeadFindr?**

- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.7/10 (Category avg: 8.5/10)

**Who Is the Company Behind LeadFindr?**

- **Seller:** [LeadFindr](https://www.g2.com/sellers/leadfindr)
- **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?**
- **Company Size:** 100% Mid-Market



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

**"[Lead Generation Software - A must have for your business](https://www.g2.com/survey_responses/leadfindr-review-7934262)"**

**Rating:** 5.0/5.0 stars
*— Neha F.*

[Read full review](https://www.g2.com/survey_responses/leadfindr-review-7934262)

---



### 14. [Leadrat CRM for Real Estate](https://www.g2.com/products/leadrat-crm-for-real-estate/reviews)
Leadrat CRM is a simple, cloud-based platform built specifically for real estate professionals, designed to centralize and streamline the entire lead management process. Capture leads seamlessly from multiple sources and manage them through a unified dashboard. Eliminate manual data entry and reduce missed opportunities with automated follow-ups, appointment scheduling, and intelligent team assignments. Monitor agent performance, access the system anytime through Android and iOS mobile apps, and create professional property microsites with ease. Built for developers, brokers, and real estate sales teams across India and Dubai, Leadrat delivers reliable lead tracking, improved team productivity, and scalable growth all within a single, powerful platform.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Leadrat CRM for Real Estate?**

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

**Who Is the Company Behind Leadrat CRM for Real Estate?**

- **Seller:** [Leadrat](https://www.g2.com/sellers/leadrat)
- **Year Founded:** 2023
- **HQ Location:** Bengaluru South, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/leadrat (85 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Leadrat CRM for Real Estate?

**"[The team spirit is inspiring](https://www.g2.com/survey_responses/leadrat-crm-for-real-estate-review-11656193)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/leadrat-crm-for-real-estate-review-11656193)

---



### 15. [OctaTech](https://www.g2.com/products/octatech/reviews)
Octatech is a U.S.-based SaaS company that helps real estate investors, wholesalers, and hedge funds automate the process of sending offers on MLS listings at scale. The software is designed to eliminate the need for cold calling or expensive lead generation by turning publicly listed properties into investment opportunities using automated underwriting, custom filters, and one-click offer generation. Key Features: Automated Offer System: Send hundreds of cash or creative financing offers (e.g., subject-to, seller finance) with one click. AI Underwriting Tools: Analyze deals with AI to determine ideal exit strategies and ARV-to-price ratios. Exit Filters: Find listings that match investor criteria (e.g., flip, BRRRR, STR, Section 8, cash flow). Massive MLS Data Access: Tap into millions of properties nationwide, including filters by zip code, city, and county. CRM Integration: Connect with tools like GoHighLevel or use Octatech's internal pipeline to track conversations, follow-ups, and deal stages. Target Users: Wholesalers looking for scalable deal flow. Hedge funds and institutional buyers acquiring 5–700 properties/month. Retail investors seeking discounted on-market deals. Agencies offering acquisitions services for clients. Business Model: Octatech operates on a subscription basis with plans ranging from $299–$499/month. Enterprise and fully-managed white-label solutions are available for hedge funds, priced at $10,000/month and up. Differentiator: Unlike other tools that only provide data, Octatech actively sends offers, handles follow-ups, and reduces the manual labor needed to close deals. It's positioned as the "magic button" for serious investors who want deals without being on the phone all day.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate OctaTech?**

- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)

**Who Is the Company Behind OctaTech?**

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

**Who Uses This Product?**
- **Company Size:** 100% Small-Business


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

**Pros:**

- Follow-up Process (1 reviews)
- Lead Generation (1 reviews)



### What Do G2 Reviewers Say About OctaTech?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **effective follow-up process** of OctaTech, seamlessly managing the entire sales funnel.
- Users love the **efficient lead generation** capabilities of OctaTech, enhancing their entire sales funnel process seamlessly.


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

**"[The best real estate software on the planet](https://www.g2.com/survey_responses/octatech-review-11292845)"**

**Rating:** 5.0/5.0 stars
*— Brandon D.*

[Read full review](https://www.g2.com/survey_responses/octatech-review-11292845)

---



### 16. [Onechimp](https://www.g2.com/products/onechimp/reviews)
PAPERLESS OFFICE + CRM + LEADS + WEBSITES to Automate and GROW Your Real Estate Business.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Onechimp?**

- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)

**Who Is the Company Behind Onechimp?**

- **Seller:** [OneChimp Technology](https://www.g2.com/sellers/onechimp-technology)
- **HQ Location:** Seattle, WA
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Fantastic All-in-One Broker in a Box](https://www.g2.com/survey_responses/onechimp-review-478239)"**

**Rating:** 5.0/5.0 stars
*— David A P.*

[Read full review](https://www.g2.com/survey_responses/onechimp-review-478239)

---


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

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

### 17. [Optima-CRM](https://www.g2.com/products/optima-crm/reviews)
Optima-CRM is a software integrate with kinds of external tools and software.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Optima-CRM?**

- **Seller:** [OptimaSys Group Spain](https://www.g2.com/sellers/optimasys-group-spain)
- **Year Founded:** 2009
- **HQ Location:** Marbella, ES
- **LinkedIn® Page:** http://www.linkedin.com/company/optimasys (5 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Optima-CRM?

**"[Easy to use CRM!!](https://www.g2.com/survey_responses/optima-crm-review-7943629)"**

**Rating:** 5.0/5.0 stars
*— Jennifer K.*

[Read full review](https://www.g2.com/survey_responses/optima-crm-review-7943629)

---



### 18. [Property Shell](https://www.g2.com/products/property-shell/reviews)
A real estate CRM solution to manage, develop, and drive the selling of residential and commercial property, and more.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Property Shell?**

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

**Who Is the Company Behind Property Shell?**

- **Seller:** [Property Shell](https://www.g2.com/sellers/property-shell)
- **HQ Location:** Melbourne, AU
- **Twitter:** @PropertyShell (14 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/15152573/ (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market


#### What Are Property Shell's Pros and Cons?

**Pros:**

- Customization (1 reviews)
- Ease of Use (1 reviews)
- User Interface (1 reviews)



### What Do G2 Reviewers Say About Property Shell?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **industry-specific customization** of Property Shell, enhancing their experience and satisfaction with the platform.
- Users value the **ease of navigation** in Property Shell, noting its intuitive design and tailored onboarding experience.
- Users value the **intuitive navigation** of Property Shell, highlighting its customization and excellent onboarding for developers.


#### What Are Recent G2 Reviews of Property Shell?

**"[Outstanding Real Estate CRM and Partner](https://www.g2.com/survey_responses/property-shell-review-11278081)"**

**Rating:** 5.0/5.0 stars
*— James B.*

[Read full review](https://www.g2.com/survey_responses/property-shell-review-11278081)

---



### 19. [Real Estate CRM Software](https://www.g2.com/products/real-estate-crm-software/reviews)
We design and develop custom ERP and CRM software for the real estate industry. People TechSoft products assist you in managing your business by providing all-in-one modules of ERP and CRM-enabled solutions that allow you to track and process a variety of Real Estate development-related business aspects. Oh! Did we mention that it is a one-stop shop for all of your real estate business management requirements? Our ERP and CRM Software are specifically designed to supplement all of your business functions and are truly our specialty because we understand everything from land procurement, documentation, finance, sales and marketing, property and inventory management, construction, human resource management, and admin functions to client relationship management and even digitally managing and marketing your business. This is critical because: We combine all of the above into a single system to provide you with a smooth transition from one process aspect to another, which not only keeps your business clutter-free, well-managed, and organised, but also allows you to cross-check between modules and plan accordingly for optimal business performance. You can also buy and get custom-made modules to meet your specific needs if necessary.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1

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

- **Seller:** [People TechSoft IT Solutions](https://www.g2.com/sellers/people-techsoft-it-solutions)
- **Year Founded:** 2014
- **HQ Location:** Hyderabad, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/peopletechsoft (7 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[An Easy and Flexible Real Estate Sales Management Tool](https://www.g2.com/survey_responses/real-estate-crm-software-review-7954783)"**

**Rating:** 5.0/5.0 stars
*— Irmak A.*

[Read full review](https://www.g2.com/survey_responses/real-estate-crm-software-review-7954783)

---



### 20. [RealHound](https://www.g2.com/products/realhound/reviews)
Commercial Real Estate CRM App for apartments, office, retail, industrial, hotels and single-family professionals. Realhound® serves Property Owners, Asset Managers, Commercial Real Estate Brokers and Companies who need to not only track contacts, but also track properties and the relationships of contacts to properties.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind RealHound?**

- **Seller:** [RealPage](https://www.g2.com/sellers/realpage)
- **Year Founded:** 1998
- **HQ Location:** Richardson, TX
- **Twitter:** @RealPage (9,148 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9956/ (9,103 employees on LinkedIn®)
- **Ownership:** NASDAQ: RP

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



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

**"[Nice CRM and commercial real estate software](https://www.g2.com/survey_responses/realhound-review-1596178)"**

**Rating:** 4.0/5.0 stars
*— Devon A.*

[Read full review](https://www.g2.com/survey_responses/realhound-review-1596178)

---


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

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

### 21. [REIPro](https://www.g2.com/products/reipro/reviews)
REIPro is the only platform that lets you search for motivated sellers and buyers while providing you with vital details for all types of real estate leads, anywhere.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind REIPro?**

- **Seller:** [REIPro](https://www.g2.com/sellers/reipro)
- **Year Founded:** 2024
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** https://www.linkedin.com/company/analyze-real-estate-data/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Great Real Estate Investing Software](https://www.g2.com/survey_responses/reipro-review-2492740)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/reipro-review-2492740)

---


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

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

### 22. [Residieons Real Estate CRM](https://www.g2.com/products/residieons-real-estate-crm/reviews)
Welcome to Residieons, where real estate management meets innovation! Imagine a tool designed specifically for real estate professionals, anticipating your every need. Take real estate to the next level with ai-based CRM systems. Residieons CRM is not just software; it's a game-changer, tailored to make your real estate journey smoother, more efficient, and ultimately more successful.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Residieons Real Estate CRM?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Lead Management:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)

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

- **Seller:** [Residieons](https://www.g2.com/sellers/residieons)
- **Twitter:** @residieons (2 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/residieons/about/

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



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

**"[Best and easy user friendly software](https://www.g2.com/survey_responses/residieons-real-estate-crm-review-9404251)"**

**Rating:** 5.0/5.0 stars
*— Apurva S.*

[Read full review](https://www.g2.com/survey_responses/residieons-real-estate-crm-review-9404251)

---



### 23. [Respacio](https://www.g2.com/products/respacio/reviews)
Respacio is a cloud based CRM system for estate agents. Suitable for international markets.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Respacio?**

- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.5/10)

**Who Is the Company Behind Respacio?**

- **Seller:** [Respacio](https://www.g2.com/sellers/respacio)
- **Year Founded:** 2017
- **HQ Location:** Gibraltar, GI
- **LinkedIn® Page:** https://www.linkedin.com/company/respacio/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Revolutionise Your Real Estate Business with Respacio: A Cloud-Based CRM System.](https://www.g2.com/survey_responses/respacio-review-7984830)"**

**Rating:** 5.0/5.0 stars
*— Harsh S.*

[Read full review](https://www.g2.com/survey_responses/respacio-review-7984830)

---



### 24. [Rex CRM](https://www.g2.com/products/rex-software-rex-crm/reviews)
Rex Software is an Australian proptech company based in Newstead, Queensland. Since its launch in 2010, Rex has grown from a small, ambitious startup into a team of over 100 talented people, all dedicated to one thing: building clever tools that help real estate professionals do their jobs better, faster, and with less stress. Today, Rex supports more than ten thousand agencies across Australia, New Zealand and the UK. At the core of Rex Software’s offering is Rex Real Estate CRM, a cloud-based customer relationship management platform built specifically for real estate agencies of all models and sizes. Whether you’re a boutique office or a large franchise network, Rex CRM is designed to be flexible, user-friendly and powerful enough to keep your team running at full speed. It’s loaded with smart features and advanced customisation options, so you can tailor it to suit your business perfectly. With Rex, agents can manage their contacts, listings and communications from anywhere, thanks to a robust mobile app. It also integrates with essential tools like Xero, Zapier and major real estate portals, cutting down double-handling and system hopping. Custom Fields, Custom Tags and an open API allow even more flexibility, giving agencies the power to mould their tech stack around their own processes. Most importantly, Rex CRM helps agents stay on top of their game, keeping them organised, saving time, and making sure no opportunity slips through the cracks. And with Rex Software’s outstanding support team behind you, you’re never on your own. They go beyond tech support, working with you to make sure your team is getting maximum value from the platform. With Rex, it’s more than just software; it’s a partnership for long-term growth.


**Average Rating:** 3.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Rex CRM?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Lead Management:** 5.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

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

- **Seller:** [Rex CRM](https://www.g2.com/sellers/rex-crm)
- **Year Founded:** 2010
- **HQ Location:** Newstead, AU
- **Twitter:** @rex_software (370 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/rex-software (77 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business





### 25. [Rezora](https://www.g2.com/products/rezora/reviews)
Rezora is a digital marketing software for real estate industry.


**Average Rating:** 4.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Rezora?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Lead Management:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.5/10)

**Who Is the Company Behind Rezora?**

- **Seller:** [rezora](https://www.g2.com/sellers/rezora)
- **Year Founded:** 2009
- **HQ Location:** Boulder, US
- **LinkedIn® Page:** https://www.linkedin.com/company/rezora/ (10 employees on LinkedIn®)

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



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

**"[Digital marketing software for real estate. ](https://www.g2.com/survey_responses/rezora-review-3065323)"**

**Rating:** 4.5/5.0 stars
*— sofia w.*

[Read full review](https://www.g2.com/survey_responses/rezora-review-3065323)

---




## 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)
- [Property Management Software](https://www.g2.com/categories/property-management)
- [Real Estate Marketing Software](https://www.g2.com/categories/real-estate-marketing)


---

## 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.