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Best Real Estate Activities Management Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Real estate activities management software, also known as real estate agency software, provides real estate agents with tools to manage all aspects of their real estate business. The ultimate goal for real estate activities management software is to manage and monitor all activities associated with clients, company members, and real estate agents. Real estate activities management products offer a centralized system through which transaction data and documentation, client and asset data, and administrative duties are streamlined or automated. These products allow agents to accomplish tasks such as create and format documents and contracts with electronic signatures, integrate with or offer an in-solution CRM software system, and oversee real estate property management. Also included in real estate activities management products are functionalities to manage sales activity and commissions and facilitate the accumulation of real estate activities information into a singular information database.

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

Maintain and monitor the activities of individual real estate agents, real estate clients, and the overall real estate agency or business
Create a centralized, unified database to store and maintain real estate documents and information
Facilitate the keeping of files and records for accounting and financial purposes
Integrate with real estate solutions
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Best Real Estate Activities Management Software At A Glance

Leader:
Highest Performer:
Easiest to Use:
Best Free Software:
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Easiest to Use:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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181 Listings in Real Estate Activities Management Available
(171)4.3 out of 5
14th Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 10,000 brokerages and teams across the U.S. and C

    Users
    • Realtor
    • Real Estate Agent
    Industries
    • Real Estate
    Market Segment
    • 44% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • dotloop Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Features
    2
    Convenience
    1
    Customer Support
    1
    Easy Navigation
    1
    Cons
    App Functionality Issues
    2
    App Glitches
    1
    Client Difficulties
    1
    Complex Setup
    1
    Difficult Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • dotloop features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 8.8
    8.6
    Opportunity Tracking
    Average: 8.3
    8.4
    Communication Tools
    Average: 8.3
    9.1
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zillow
    Year Founded
    2006
    HQ Location
    Seattle, WA
    Twitter
    @zillow
    347,904 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9,375 employees on LinkedIn®
    Ownership
    NASDAQ
Product Description
How are these determined?Information
This description is provided by the seller.

On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 10,000 brokerages and teams across the U.S. and C

Users
  • Realtor
  • Real Estate Agent
Industries
  • Real Estate
Market Segment
  • 44% Small-Business
  • 33% Mid-Market
dotloop Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Features
2
Convenience
1
Customer Support
1
Easy Navigation
1
Cons
App Functionality Issues
2
App Glitches
1
Client Difficulties
1
Complex Setup
1
Difficult Setup
1
dotloop features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 8.8
8.6
Opportunity Tracking
Average: 8.3
8.4
Communication Tools
Average: 8.3
9.1
Agent Monitoring
Average: 8.3
Seller Details
Seller
Zillow
Year Founded
2006
HQ Location
Seattle, WA
Twitter
@zillow
347,904 Twitter followers
LinkedIn® Page
www.linkedin.com
9,375 employees on LinkedIn®
Ownership
NASDAQ
(298)4.7 out of 5
1st Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Qualia is the category-creating digital closing platform used by over half a million real estate and mortgage professionals. Qualia's cloud-based closing rooms provide the complete infrastructure to s

    Users
    • Escrow Officer
    • Processor
    Industries
    • Real Estate
    • Insurance
    Market Segment
    • 80% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Qualia Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    43
    Customer Support
    22
    Helpful
    21
    Features
    16
    Integrations
    11
    Cons
    Limited Customization
    7
    Contact Management
    5
    App Functionality Issues
    4
    Ineffective Search Functionality
    4
    Attachment Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Qualia features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.8
    9.1
    Opportunity Tracking
    Average: 8.3
    9.1
    Communication Tools
    Average: 8.3
    9.0
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Qualia
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @qualiasoftware
    974 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    558 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Qualia is the category-creating digital closing platform used by over half a million real estate and mortgage professionals. Qualia's cloud-based closing rooms provide the complete infrastructure to s

Users
  • Escrow Officer
  • Processor
Industries
  • Real Estate
  • Insurance
Market Segment
  • 80% Small-Business
  • 17% Mid-Market
Qualia Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
43
Customer Support
22
Helpful
21
Features
16
Integrations
11
Cons
Limited Customization
7
Contact Management
5
App Functionality Issues
4
Ineffective Search Functionality
4
Attachment Issues
3
Qualia features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.8
9.1
Opportunity Tracking
Average: 8.3
9.1
Communication Tools
Average: 8.3
9.0
Agent Monitoring
Average: 8.3
Seller Details
Seller
Qualia
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@qualiasoftware
974 Twitter followers
LinkedIn® Page
www.linkedin.com
558 employees on LinkedIn®

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(1,531)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform,

    Users
    • Realtor
    • Real Estate Agent
    Industries
    • Real Estate
    • Commercial Real Estate
    Market Segment
    • 54% Small-Business
    • 25% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • BoldTrail is a customer relationship management (CRM) platform that provides real estate agents with tools for lead generation, client relationship management, and business operations.
    • Users like BoldTrail's integrated features, its ability to keep them organized, and the convenience of having all contacts and operations in one place, with some users noting the platform's user-friendly interface and the value of its AI integration.
    • Users experienced challenges with BoldTrail, including its complexity for new users, the time required to learn all its features, and some technical issues, with some users suggesting improvements for the mobile app and the platform's user interface.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BoldTrail Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Centralization
    14
    Automation
    13
    Lead Generation
    13
    Ease of Use
    12
    Features
    12
    Cons
    Difficult Usability
    10
    Learning Curve
    9
    Difficult Learning
    5
    App Functionality Issues
    4
    Difficult Learning Curve
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BoldTrail features and usability ratings that predict user satisfaction
    8.1
    Has the product been a good partner in doing business?
    Average: 8.8
    8.4
    Opportunity Tracking
    Average: 8.3
    8.6
    Communication Tools
    Average: 8.3
    8.2
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Murray, Utah
    Twitter
    @IRE_Blogs
    4,854 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    494 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform,

Users
  • Realtor
  • Real Estate Agent
Industries
  • Real Estate
  • Commercial Real Estate
Market Segment
  • 54% Small-Business
  • 25% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • BoldTrail is a customer relationship management (CRM) platform that provides real estate agents with tools for lead generation, client relationship management, and business operations.
  • Users like BoldTrail's integrated features, its ability to keep them organized, and the convenience of having all contacts and operations in one place, with some users noting the platform's user-friendly interface and the value of its AI integration.
  • Users experienced challenges with BoldTrail, including its complexity for new users, the time required to learn all its features, and some technical issues, with some users suggesting improvements for the mobile app and the platform's user interface.
BoldTrail Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Centralization
14
Automation
13
Lead Generation
13
Ease of Use
12
Features
12
Cons
Difficult Usability
10
Learning Curve
9
Difficult Learning
5
App Functionality Issues
4
Difficult Learning Curve
4
BoldTrail features and usability ratings that predict user satisfaction
8.1
Has the product been a good partner in doing business?
Average: 8.8
8.4
Opportunity Tracking
Average: 8.3
8.6
Communication Tools
Average: 8.3
8.2
Agent Monitoring
Average: 8.3
Seller Details
Company Website
Year Founded
2015
HQ Location
Murray, Utah
Twitter
@IRE_Blogs
4,854 Twitter followers
LinkedIn® Page
www.linkedin.com
494 employees on LinkedIn®
(128)4.5 out of 5
7th Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Docusign for Real Estate is a transaction management platform designed for real estate agents and brokers.

    Users
    • Realtor
    • Licensed Realtor
    Industries
    • Real Estate
    • Commercial Real Estate
    Market Segment
    • 55% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Docusign for Real Estate Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Time-saving
    1
    Cons
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docusign for Real Estate features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.8
    5.8
    Opportunity Tracking
    Average: 8.3
    8.3
    Communication Tools
    Average: 8.3
    7.0
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Docusign
    Year Founded
    2003
    HQ Location
    San Francisco, CA
    Twitter
    @Docusign
    145,672 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8,124 employees on LinkedIn®
    Ownership
    NASDAQ: DOCU
Product Description
How are these determined?Information
This description is provided by the seller.

Docusign for Real Estate is a transaction management platform designed for real estate agents and brokers.

Users
  • Realtor
  • Licensed Realtor
Industries
  • Real Estate
  • Commercial Real Estate
Market Segment
  • 55% Small-Business
  • 25% Mid-Market
Docusign for Real Estate Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Time-saving
1
Cons
Poor Customer Support
1
Docusign for Real Estate features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.8
5.8
Opportunity Tracking
Average: 8.3
8.3
Communication Tools
Average: 8.3
7.0
Agent Monitoring
Average: 8.3
Seller Details
Seller
Docusign
Year Founded
2003
HQ Location
San Francisco, CA
Twitter
@Docusign
145,672 Twitter followers
LinkedIn® Page
www.linkedin.com
8,124 employees on LinkedIn®
Ownership
NASDAQ: DOCU
(116)4.7 out of 5
Optimized for quick response
12th Easiest To Use in Real Estate Activities Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Commercial Real Estate Exchange, Inc. (Crexi) is revolutionizing the way commercial real estate professionals transact by accelerating deal velocity and democratizing access to both properties and ind

    Users
    • Broker
    • Vice President
    Industries
    • Commercial Real Estate
    • Real Estate
    Market Segment
    • 83% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Crexi Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Lead Generation
    8
    Listing Management
    6
    Centralization
    5
    Customer Support
    5
    Cons
    Expensive
    2
    Poor Layout
    2
    Poor Lead Management
    2
    Poor Lead Quality
    2
    Access Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Crexi features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 8.8
    8.1
    Opportunity Tracking
    Average: 8.3
    8.3
    Communication Tools
    Average: 8.3
    7.7
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Crexi
    Company Website
    Year Founded
    2015
    HQ Location
    Los Angeles, US
    Twitter
    @crexi
    99 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    447 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Commercial Real Estate Exchange, Inc. (Crexi) is revolutionizing the way commercial real estate professionals transact by accelerating deal velocity and democratizing access to both properties and ind

Users
  • Broker
  • Vice President
Industries
  • Commercial Real Estate
  • Real Estate
Market Segment
  • 83% Small-Business
  • 11% Mid-Market
Crexi Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Lead Generation
8
Listing Management
6
Centralization
5
Customer Support
5
Cons
Expensive
2
Poor Layout
2
Poor Lead Management
2
Poor Lead Quality
2
Access Limitations
1
Crexi features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 8.8
8.1
Opportunity Tracking
Average: 8.3
8.3
Communication Tools
Average: 8.3
7.7
Agent Monitoring
Average: 8.3
Seller Details
Seller
Crexi
Company Website
Year Founded
2015
HQ Location
Los Angeles, US
Twitter
@crexi
99 Twitter followers
LinkedIn® Page
www.linkedin.com
447 employees on LinkedIn®
(193)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Leasecake is the all-in-one lease management and lease accounting platform built for multi-location tenants and the teams that support them. Designed for multi-unit brands and enterprise corporati

    Users
    • Accounting Manager
    • CEO
    Industries
    • Restaurants
    • Retail
    Market Segment
    • 39% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Leasecake Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Lease Management
    43
    Helpful
    19
    Customer Support
    14
    Organization
    14
    Cons
    Lease Management
    21
    Missing Features
    7
    Limited Customization
    5
    Learning Curve
    4
    Expensive
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Leasecake features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.8
    8.0
    Opportunity Tracking
    Average: 8.3
    8.3
    Communication Tools
    Average: 8.3
    7.4
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    leasecake
    Company Website
    Year Founded
    2017
    HQ Location
    Winter Park, FL
    Twitter
    @Leasecake
    277 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Leasecake is the all-in-one lease management and lease accounting platform built for multi-location tenants and the teams that support them. Designed for multi-unit brands and enterprise corporati

Users
  • Accounting Manager
  • CEO
Industries
  • Restaurants
  • Retail
Market Segment
  • 39% Mid-Market
  • 33% Small-Business
Leasecake Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Lease Management
43
Helpful
19
Customer Support
14
Organization
14
Cons
Lease Management
21
Missing Features
7
Limited Customization
5
Learning Curve
4
Expensive
3
Leasecake features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.8
8.0
Opportunity Tracking
Average: 8.3
8.3
Communication Tools
Average: 8.3
7.4
Agent Monitoring
Average: 8.3
Seller Details
Seller
leasecake
Company Website
Year Founded
2017
HQ Location
Winter Park, FL
Twitter
@Leasecake
277 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
(90)4.9 out of 5
Optimized for quick response
5th Easiest To Use in Real Estate Activities Management software
Save to My Lists
Entry Level Price:Starting at $199.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fello is a data-driven marketing automation and consumer engagement platform that helps businesses unlock more value from their database. By connecting directly to your CRM, Fello activates your conta

    Users
    • Realtor
    • Real Estate Agent
    Industries
    • Real Estate
    Market Segment
    • 90% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fello Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    29
    Lead Generation
    21
    Customer Support
    20
    Business Growth
    15
    Features
    15
    Cons
    Integration Issues
    5
    Poor Lead Quality
    5
    Expensive
    3
    Missing Features
    3
    Email Management
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fello features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 8.8
    8.1
    Opportunity Tracking
    Average: 8.3
    5.7
    Communication Tools
    Average: 8.3
    7.7
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fello
    Company Website
    Year Founded
    2021
    HQ Location
    Cleveland, US
    LinkedIn® Page
    www.linkedin.com
    182 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fello is a data-driven marketing automation and consumer engagement platform that helps businesses unlock more value from their database. By connecting directly to your CRM, Fello activates your conta

Users
  • Realtor
  • Real Estate Agent
Industries
  • Real Estate
Market Segment
  • 90% Small-Business
  • 9% Mid-Market
Fello Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
29
Lead Generation
21
Customer Support
20
Business Growth
15
Features
15
Cons
Integration Issues
5
Poor Lead Quality
5
Expensive
3
Missing Features
3
Email Management
2
Fello features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 8.8
8.1
Opportunity Tracking
Average: 8.3
5.7
Communication Tools
Average: 8.3
7.7
Agent Monitoring
Average: 8.3
Seller Details
Seller
Fello
Company Website
Year Founded
2021
HQ Location
Cleveland, US
LinkedIn® Page
www.linkedin.com
182 employees on LinkedIn®
(162)4.3 out of 5
Optimized for quick response
10th Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BoldTrail BackOffice is the next generation of Brokermint and brings your entire business together. This powerful set of products and thriving community provides all the insights, tools, and innovatio

    Users
    • Broker/Owner
    • Broker
    Industries
    • Real Estate
    • Accounting
    Market Segment
    • 81% Small-Business
    • 16% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Boldtrail Back Office is a platform designed to manage transactions, paperwork, and workflow in one place.
    • Users like the efficiency, speed, and user-friendliness of the program, appreciating its ability to keep everything organized, automatically populate forms, and integrate with other systems, which saves them time and effort.
    • Reviewers mentioned several areas for improvement such as faster email notifications, more intuitive features, more customization options, better mobile app functionality, improved support, and enhancements in organization and feature offerings.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BoldTrail BackOffice Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Organization
    10
    Efficiency
    6
    Features
    6
    Centralization
    5
    Cons
    Missing Features
    5
    Poor Customer Support
    5
    Limited Customization
    4
    Email Issues
    3
    UX Improvement
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BoldTrail BackOffice features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.8
    7.4
    Opportunity Tracking
    Average: 8.3
    7.4
    Communication Tools
    Average: 8.3
    7.8
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Murray, Utah
    Twitter
    @IRE_Blogs
    4,854 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    494 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BoldTrail BackOffice is the next generation of Brokermint and brings your entire business together. This powerful set of products and thriving community provides all the insights, tools, and innovatio

Users
  • Broker/Owner
  • Broker
Industries
  • Real Estate
  • Accounting
Market Segment
  • 81% Small-Business
  • 16% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Boldtrail Back Office is a platform designed to manage transactions, paperwork, and workflow in one place.
  • Users like the efficiency, speed, and user-friendliness of the program, appreciating its ability to keep everything organized, automatically populate forms, and integrate with other systems, which saves them time and effort.
  • Reviewers mentioned several areas for improvement such as faster email notifications, more intuitive features, more customization options, better mobile app functionality, improved support, and enhancements in organization and feature offerings.
BoldTrail BackOffice Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Organization
10
Efficiency
6
Features
6
Centralization
5
Cons
Missing Features
5
Poor Customer Support
5
Limited Customization
4
Email Issues
3
UX Improvement
3
BoldTrail BackOffice features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.8
7.4
Opportunity Tracking
Average: 8.3
7.4
Communication Tools
Average: 8.3
7.8
Agent Monitoring
Average: 8.3
Seller Details
Company Website
Year Founded
2015
HQ Location
Murray, Utah
Twitter
@IRE_Blogs
4,854 Twitter followers
LinkedIn® Page
www.linkedin.com
494 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rechat is an Experience Management Platform specifically designed for elite and luxury real estate brokers and agents. This innovative solution integrates various functionalities, including search-to-

    Users
    • Realtor
    Industries
    • Real Estate
    Market Segment
    • 44% Small-Business
    • 44% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rechat is a software platform designed to assist with administrative tasks, marketing activities, and client communication for real estate professionals.
    • Reviewers appreciate the intuitive interface, the time-saving features, and the comprehensive suite of tools that Rechat offers, including CRM, marketing, and listing tools, as well as the platform's ability to streamline workflows and boost productivity.
    • Users mentioned some limitations such as a cap on the number of emails that can be sent, occasional glitches with video content, and a desire for more robust tracking data and more streamlined custom asset creation.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Rechat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    20
    Automation
    13
    Customer Support
    13
    Email Marketing
    13
    Features
    13
    Cons
    Limited Customization
    4
    Email Issues
    3
    Learning Curve
    3
    App Functionality Issues
    2
    App Glitches
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Rechat features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.8
    8.6
    Opportunity Tracking
    Average: 8.3
    8.9
    Communication Tools
    Average: 8.3
    8.3
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Rechat
    Company Website
    Year Founded
    2016
    HQ Location
    Dallas, TX
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rechat is an Experience Management Platform specifically designed for elite and luxury real estate brokers and agents. This innovative solution integrates various functionalities, including search-to-

Users
  • Realtor
Industries
  • Real Estate
Market Segment
  • 44% Small-Business
  • 44% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rechat is a software platform designed to assist with administrative tasks, marketing activities, and client communication for real estate professionals.
  • Reviewers appreciate the intuitive interface, the time-saving features, and the comprehensive suite of tools that Rechat offers, including CRM, marketing, and listing tools, as well as the platform's ability to streamline workflows and boost productivity.
  • Users mentioned some limitations such as a cap on the number of emails that can be sent, occasional glitches with video content, and a desire for more robust tracking data and more streamlined custom asset creation.
Rechat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
20
Automation
13
Customer Support
13
Email Marketing
13
Features
13
Cons
Limited Customization
4
Email Issues
3
Learning Curve
3
App Functionality Issues
2
App Glitches
2
Rechat features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.8
8.6
Opportunity Tracking
Average: 8.3
8.9
Communication Tools
Average: 8.3
8.3
Agent Monitoring
Average: 8.3
Seller Details
Seller
Rechat
Company Website
Year Founded
2016
HQ Location
Dallas, TX
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
(184)4.5 out of 5
4th Easiest To Use in Real Estate Activities Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Occupier is a cloud-based lease management software designed for commercial tenants to streamline lease administration, ensure ASC 842/IFRS 16 compliance, and optimize real estate operations. With int

    Users
    • Controller
    • Senior Accountant
    Industries
    • Commercial Real Estate
    • Real Estate
    Market Segment
    • 49% Mid-Market
    • 30% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Occupier Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Customer Support
    18
    Lease Management
    18
    Helpful
    10
    Organization
    8
    Cons
    Lease Management
    12
    Limited Customization
    6
    Inadequate Reporting
    5
    Email Issues
    4
    Poor Reporting
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Occupier features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.8
    8.3
    Opportunity Tracking
    Average: 8.3
    8.5
    Communication Tools
    Average: 8.3
    7.3
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @occupierhq
    599 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Occupier is a cloud-based lease management software designed for commercial tenants to streamline lease administration, ensure ASC 842/IFRS 16 compliance, and optimize real estate operations. With int

Users
  • Controller
  • Senior Accountant
Industries
  • Commercial Real Estate
  • Real Estate
Market Segment
  • 49% Mid-Market
  • 30% Small-Business
Occupier Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Customer Support
18
Lease Management
18
Helpful
10
Organization
8
Cons
Lease Management
12
Limited Customization
6
Inadequate Reporting
5
Email Issues
4
Poor Reporting
4
Occupier features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.8
8.3
Opportunity Tracking
Average: 8.3
8.5
Communication Tools
Average: 8.3
7.3
Agent Monitoring
Average: 8.3
Seller Details
Year Founded
2018
HQ Location
New York
Twitter
@occupierhq
599 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MoxiPresent is a presentation platform designed specifically for real estate agents to enhance the way they share information with clients. This innovative software solution integrates seamlessly with

    Users
    No information available
    Industries
    • Real Estate
    Market Segment
    • 50% Mid-Market
    • 40% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • MoxiPresent Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Customer Support
    1
    Design
    1
    Features
    1
    Helpful
    1
    Cons
    Contact Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • MoxiPresent features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.8
    9.2
    Opportunity Tracking
    Average: 8.3
    5.8
    Communication Tools
    Average: 8.3
    8.9
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    MoxiWorks
    Year Founded
    2010
    HQ Location
    Seattle, Washington
    Twitter
    @MoxiWorks
    1,369 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MoxiPresent is a presentation platform designed specifically for real estate agents to enhance the way they share information with clients. This innovative software solution integrates seamlessly with

Users
No information available
Industries
  • Real Estate
Market Segment
  • 50% Mid-Market
  • 40% Enterprise
MoxiPresent Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Customer Support
1
Design
1
Features
1
Helpful
1
Cons
Contact Management
1
MoxiPresent features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.8
9.2
Opportunity Tracking
Average: 8.3
5.8
Communication Tools
Average: 8.3
8.9
Agent Monitoring
Average: 8.3
Seller Details
Seller
MoxiWorks
Year Founded
2010
HQ Location
Seattle, Washington
Twitter
@MoxiWorks
1,369 Twitter followers
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
(21)4.7 out of 5
3rd Easiest To Use in Real Estate Activities Management software
Save to My Lists
Entry Level Price:Starting at $50.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. With feature-rich solutions, system

    Users
    No information available
    Industries
    • Real Estate
    Market Segment
    • 95% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • TotalBrokerage Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    6
    Ease of Use
    6
    Automation
    3
    Centralization
    3
    Helpful
    3
    Cons
    Difficult Learning
    2
    App Functionality Issues
    1
    Complexity
    1
    Difficult Setup
    1
    Difficulty
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TotalBrokerage features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.8
    8.8
    Opportunity Tracking
    Average: 8.3
    9.3
    Communication Tools
    Average: 8.3
    9.0
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Boca Raton, FL
    Twitter
    @totalbrokerage
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. With feature-rich solutions, system

Users
No information available
Industries
  • Real Estate
Market Segment
  • 95% Small-Business
  • 5% Mid-Market
TotalBrokerage Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
6
Ease of Use
6
Automation
3
Centralization
3
Helpful
3
Cons
Difficult Learning
2
App Functionality Issues
1
Complexity
1
Difficult Setup
1
Difficulty
1
TotalBrokerage features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.8
8.8
Opportunity Tracking
Average: 8.3
9.3
Communication Tools
Average: 8.3
9.0
Agent Monitoring
Average: 8.3
Seller Details
Year Founded
2015
HQ Location
Boca Raton, FL
Twitter
@totalbrokerage
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
(586)4.7 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BoomTown, the only solution that generates and manages leads. Expert lead generation, consumer websites, CRM, in-house lead qualification services, and more, in flexible packages that scale.

    Users
    • Realtor
    • Real Estate Agent
    Industries
    • Real Estate
    Market Segment
    • 78% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • BoomTown is a platform used for tracking opened emails, organizing databases, and receiving leads information.
    • Reviewers appreciate the ease of use, the ability to organize databases with tags, the simple teaching process for new agents, and the support received from the network of brokerages.
    • Users experienced issues with the lack of updates, difficulty in including graphics in emails, confusion due to the amount of information on the platform, and the inability to delete bogus client leads.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BoomTown Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Lead Generation
    4
    Lead Management
    4
    Contact Management
    3
    Organization
    3
    Cons
    Update Issues
    3
    Email Issues
    2
    Outdated Design
    2
    Outdated Technology
    2
    Poor Lead Quality
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BoomTown features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.8
    9.2
    Opportunity Tracking
    Average: 8.3
    9.2
    Communication Tools
    Average: 8.3
    9.2
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Murray, Utah
    Twitter
    @IRE_Blogs
    4,854 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    494 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BoomTown, the only solution that generates and manages leads. Expert lead generation, consumer websites, CRM, in-house lead qualification services, and more, in flexible packages that scale.

Users
  • Realtor
  • Real Estate Agent
Industries
  • Real Estate
Market Segment
  • 78% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • BoomTown is a platform used for tracking opened emails, organizing databases, and receiving leads information.
  • Reviewers appreciate the ease of use, the ability to organize databases with tags, the simple teaching process for new agents, and the support received from the network of brokerages.
  • Users experienced issues with the lack of updates, difficulty in including graphics in emails, confusion due to the amount of information on the platform, and the inability to delete bogus client leads.
BoomTown Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Lead Generation
4
Lead Management
4
Contact Management
3
Organization
3
Cons
Update Issues
3
Email Issues
2
Outdated Design
2
Outdated Technology
2
Poor Lead Quality
2
BoomTown features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.8
9.2
Opportunity Tracking
Average: 8.3
9.2
Communication Tools
Average: 8.3
9.2
Agent Monitoring
Average: 8.3
Seller Details
Company Website
Year Founded
2015
HQ Location
Murray, Utah
Twitter
@IRE_Blogs
4,854 Twitter followers
LinkedIn® Page
www.linkedin.com
494 employees on LinkedIn®
(27)4.8 out of 5
9th Easiest To Use in Real Estate Activities Management software
Save to My Lists
Entry Level Price:Starting at $249.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Headquartered in NYC and operating across NYC, D.C. Metro, Chicago, and South Florida, we at LocalizeOS are at the forefront of constructing the most advanced AI for Real Estate. Our proprietary te

    Users
    No information available
    Industries
    • Real Estate
    Market Segment
    • 59% Small-Business
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • LocalizeOS Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Friendly
    2
    AI Integration
    1
    Customer Support
    1
    Ease of Use
    1
    Features
    1
    Cons
    Difficult Learning
    1
    Difficult Learning Curve
    1
    Learning Curve
    1
    Slow Performance
    1
    Steep Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LocalizeOS features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.8
    8.8
    Opportunity Tracking
    Average: 8.3
    9.0
    Communication Tools
    Average: 8.3
    8.6
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2021
    HQ Location
    NYC
    Twitter
    @LocalizeOS
    70 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    92 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Headquartered in NYC and operating across NYC, D.C. Metro, Chicago, and South Florida, we at LocalizeOS are at the forefront of constructing the most advanced AI for Real Estate. Our proprietary te

Users
No information available
Industries
  • Real Estate
Market Segment
  • 59% Small-Business
  • 41% Mid-Market
LocalizeOS Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Friendly
2
AI Integration
1
Customer Support
1
Ease of Use
1
Features
1
Cons
Difficult Learning
1
Difficult Learning Curve
1
Learning Curve
1
Slow Performance
1
Steep Learning Curve
1
LocalizeOS features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.8
8.8
Opportunity Tracking
Average: 8.3
9.0
Communication Tools
Average: 8.3
8.6
Agent Monitoring
Average: 8.3
Seller Details
Year Founded
2021
HQ Location
NYC
Twitter
@LocalizeOS
70 Twitter followers
LinkedIn® Page
www.linkedin.com
92 employees on LinkedIn®
(80)4.5 out of 5
15th Easiest To Use in Real Estate Activities Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SkySlope is the all-in-one transaction management platform for brokers, agents, auditors, and transaction coordinators to execute, store, organize, and audit real estate documents from anywhere at any

    Users
    • Realtor
    Industries
    • Real Estate
    Market Segment
    • 48% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Skyslope Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Integrations
    1
    Tracking
    1
    Website Integration
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Skyslope features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.8
    6.9
    Opportunity Tracking
    Average: 8.3
    8.7
    Communication Tools
    Average: 8.3
    7.2
    Agent Monitoring
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SkySlope
    Year Founded
    2011
    HQ Location
    Sacramento, CA
    Twitter
    @SkySlope
    1,395 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    145 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SkySlope is the all-in-one transaction management platform for brokers, agents, auditors, and transaction coordinators to execute, store, organize, and audit real estate documents from anywhere at any

Users
  • Realtor
Industries
  • Real Estate
Market Segment
  • 48% Mid-Market
  • 29% Small-Business
Skyslope Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Integrations
1
Tracking
1
Website Integration
1
Cons
This product has not yet received any negative sentiments.
Skyslope features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.8
6.9
Opportunity Tracking
Average: 8.3
8.7
Communication Tools
Average: 8.3
7.2
Agent Monitoring
Average: 8.3
Seller Details
Seller
SkySlope
Year Founded
2011
HQ Location
Sacramento, CA
Twitter
@SkySlope
1,395 Twitter followers
LinkedIn® Page
www.linkedin.com
145 employees on LinkedIn®