Real Estate Client Database Software

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

When building dashboards, some metrics require extra configuration before they show the exact view you want. It works well once set up, but it can take some time to organize reports the way management prefers. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps solve the problem of unclear pipeline visibility. With all deals and activities recorded in the CRM, it becomes easier to understand where opportunities are slowing down and where the team is performing well. This makes sales reviews more productive and helps guide coaching conversations with the team. Review collected by and hosted on G2.com.

We haven't found anything that we dislike with this platform as of yet. Review collected by and hosted on G2.com.

It's an all-encompassing customer management tool that combines the latest technology with a variety of AI options. The built-in call system (dialer) and personalized numbers, along with some of the best KPI tracking I've encountered, make it stand out. This platform enables us to maintain excellent daily communication with our customers. Review collected by and hosted on G2.com.

Support. Absolutely the worst part about Pipedrive.

Our account executive, Zachary Phillips, offered us a discount during our trial. We accepted it, he said to add our billing details to the account, we did, and then he stopped responding. 5 days and two follow-up emails later, still no reply and no autoresponder saying he was out. And there is no way to reach anyone else in sales because they have no sales email and support was not able to provide me a way to contact sales. I finally got a response from the sales team lead, Spencer Smith, who just made excuses and said that Zachary has been out for a while. No acknowledgement of the fact that I had been ghosted or that they provide no other way to reach the sales team when someone is out for an extended period of time.

During that time, I also reached out to support and had a chat with Ricardo that was probably the worst customer support I've ever received. He kept insisting that I should do things that weren't possible in their software. I told him it was not an option in their software, but he insisted. I sent him a Loom screen recording showing him, and then he made up a new answer, which was also incorrect. It seems that rather than get help or admit he didn't know, he prefers to make up answers and insist they are correct. His manager, Carolyn, ended up following up the conversation by telling me that what I had said was not possible, was indeed not possible, though she said it like she was informing me. I didn't need to be told, it was their own support team who doesn't seem to know how their software works.

I also had reported a bug to support at the start of the week, spent almost an hour answering their questions and providing a Loom screen recording at their request, just to have them tell me it was a known issue. This is why most software companies use a bug tracker, so that they can know about bugs without wasting the customers time.

Overall, I found their team to be very poorly trained, not at all knowledgeable about their own software and extremely disorganized. It was bad enough that I'm writing a negative review for the first time to warn other people not to use Pipedrive. Review collected by and hosted on G2.com.

The software solves the problem of keeping track of sales leads and marketing efforts. Which is a bit ironic since they seem to, by their own admission, have trouble keeping track of their sales leads. The fact that their own sales team struggles with managing leads is not a very good sign for the effectiveness of Pipedrive. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. Review collected by and hosted on G2.com.

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

So much to learn, and utilize it's hard to identify where to best start to get the results quickly. Having a good Customer Success Partner definitely helps bridge the gap. Review collected by and hosted on G2.com.

We use Fello daily. It helps us stay connected with the right prospects and past clients by bringing to our attention the ones with the highest lead score, but also sends consistant engaging communication to people in our database that we most likely would not have contacted.

We have been using the system since November and have already secured listings we were not expecting. We've even connected with out of state buyers because we can see they are selling their homes and will be moving to our state! Review collected by and hosted on G2.com.

The tool has constantly improved, what I don't like is that for changing the payment card you have to wait and there's no option for immediate payment. They do provide support, in your language, but I hope they soon add the option to load or change your card and be able to pay now, which would be a plus, while keeping the automatic processing option, just adding the pay now option. Review collected by and hosted on G2.com.

more diffusion of the tool is needed, I had already heard about it but what I have seen is that business owners or independent entrepreneurs would find the tool useful for their meta ads campaigns and for them to know that they can achieve the benefits, or come up with a basic plan especially for potential client forms on meta and lead automation via email. if they communicate that, there is a better business opportunity, although with limited functions they can attract clients who pay with a subscription like Canva. Review collected by and hosted on G2.com.

Some settings,especially around automation and reporting,could be simplified. It takes a bit of trial and error to get everything configured the way you want, but it’s manageable with regular use. Review collected by and hosted on G2.com.

Before EngageBay, communication and follow-up tracking required manual reminders and separate tools. Now everything is centralized, which makes it much easier to stay organized and consistent. This has reduced missed follow-ups, improved overall workflow visibility, and made daily operations smoother and more efficient. Review collected by and hosted on G2.com.

It’s been working well for me so far. The only small thing I notice sometimes is that pages can take a moment to load. Review collected by and hosted on G2.com.

I work full time as a sales lead and run my small property management setup on the side, so time is pretty limited. TurboTenant helps me keep things organized and check on payments, expenses, and tenant activity quickly. It lets me manage everything myself and keep the rentals running smoothly without hiring a property manager. Review collected by and hosted on G2.com.

Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com.

Capsule CRM centralizes all client data and interactions, giving my team context for client conversations. It provides a clear view of our sales pipeline, preventing lost deals, and automates follow-ups, reducing manual workload. Review collected by and hosted on G2.com.

Since I’m still new to the platform, I’m still exploring some of the more advanced features. At first, it took me a little time to understand how to customize certain fields and workflows the way I wanted. I would love to see even more beginner-friendly walkthroughs for first-time users, but overall the learning curve hasn’t been too bad. Review collected by and hosted on G2.com.

Bigin by Zoho CRM is helping me solve the problem of keeping my leads, follow-ups, and client communication organized in one place. Before using it, I was juggling emails, notes, and spreadsheets, which made it easy to miss small details. Now I can clearly see where every client is in my pipeline and what needs to happen next.

For my consulting business, this is a big benefit because it saves me time and reduces stress. I feel more in control of my workflow, and I’m less worried about forgetting to follow up with a potential client. It’s helping me stay organized and look more professional as I grow. Review collected by and hosted on G2.com.

I am almost two months in and have experienced no results from the product. I have reached out to see if I could get some support on boosting results. There is no one in this company that is willing to help customers. You have access to an AI bot and a weekly webinar. That's it.

Also, I was not impressed by the pre-sales process. My rep did a quick demo and sent a few emails back and forth. Right before I was ready to make a decision I asked the rep to setup a call to address some questions I had before making the purchase. He told me he could not make time for the call and that his focus was prioritizing new leads. Prioritizing new leads over end of the funnel sales opportunities?! Make it make sense. What a slap in the face. I am spending close to $400 a month with this company for no results and zero customer service. Not $10. Review collected by and hosted on G2.com.

none. i have gotten zero results in almost 2 months Review collected by and hosted on G2.com.

One thing we observed is that sync timing and field mapping occasionally need monitoring, especially wen dealing with large or fast moving datasets. There were moments where updates didn`t reflect instantly or required a quick check to confirm everything aligned correctly. It didn`t break workflows, bt it did mean we stayed attentive to data consistency when campaigns were scaling, Review collected by and hosted on G2.com.

SalesTaget.ai helps reduce the disconnect between prospecting activity and CRM visibility. Instead of outreach data living in Isolation, it becomes part of the broader sales record. That makes reporting cleaner, follow ups easier to manage and collaboration between teams more structured. It essentially turns outbound from a siloed function into something that fits naturally into the wider revenue workflow. Review collected by and hosted on G2.com.

Nothing as of now.Happsales CRM very convenient for Managing Customer Data. Review collected by and hosted on G2.com.

Almost all the problems wrt accounts and lead management system. Review collected by and hosted on G2.com.

On the starting We use to request email for each and every problem sort out. Now a days it is very user friendly. That issues also been sort out by them in the recent month. Review collected by and hosted on G2.com.

They have customized the report sheet as we prefer. often we request them to change user name and password for the new joining staff. But now they have customized it now. Now days admin can change or edit the staff details. And also last 50 crm entries are visible to all the employee so they can easily updated day to day reviews and follow ups of others also . Review collected by and hosted on G2.com.

Ehh, it's software so there's always something I could complain about, but the things I did, the plugin author fixed. The issue was specific to the block builder I was using. Review collected by and hosted on G2.com.

I develop websites for real estate agents. They provide an easy way for me to display my clients idx info. They handle the setup then I just configure to my liking. Review collected by and hosted on G2.com.

Platform keeps changing which leads to confusion a few times Review collected by and hosted on G2.com.

Earlier we had to manage all the leads via Excel sheets which is tough to manage a few times. But PropFlo helped to manage leads, change stages, etc even via mobile application Review collected by and hosted on G2.com.

They don't have email marketing, so we linked it to Tarvent.com, which was easy to do, so it wasn't a problem. Review collected by and hosted on G2.com.

By switching to Less Annoying CRM, I’ve finally eliminated the technical and financial headaches of our previous "major" system. My team of three now has a tool that is actually simple and intuitive to use daily, rather than a complicated one. I no longer have to deal with poor support or high costs. I have a solution that provides exactly what we need to manage our contacts. Very simple. Review collected by and hosted on G2.com.

There’s very little to dislike about Ohanafy—it’s been a strong solution for our business. If I had to point out one area for improvement, incorporating accounting and financial software directly into the system would streamline operations and reduce the need for external tools.

We’ve had a great experience with Ohanafy and truly appreciate the level of support and customization it offers. The platform is intuitive, flexible, and provides real-time data that helps us make informed decisions quickly.

Given how well Ohanafy aligns with our business needs, we would like to move away from QuickBooks entirely as our external accounting provider. Integrating accounting functionality directly into Ohanafy would make it a complete solution for us. This would be my recommendation for this solution to fully round out their product offering. Review collected by and hosted on G2.com.

Ohanafy has helped us solve several operational challenges, bringing efficiency and ease to our daily workflows.

Simplified Purchase Orders & Forecasting - One of the biggest benefits is the ability to generate and send purchase orders directly from the forecasting tool. This integration streamlines our product purchasing process and saves valuable time.

Advanced ASN Creation & Pallet Management - The system offers improved flexibility when creating ASNs, allowing us to sort by package style, product category, or warehouse location. Pallets are auto-built based on our setup, but the drag-and-drop functionality makes adjustments quick and intuitive. It’s extremely user-friendly.

Effortless Reporting - Reporting is another area where Ohanafy shines. Unlike platforms that use complex parent-child naming structures, Ohanafy makes it easy to build reports in minutes where we used to spend hours. Live reports with predetermined fields give our sales team instant access to the data they need, right at their fingertips.

Overall, Ohanafy has significantly improved our operational efficiency and data accessibility. Review collected by and hosted on G2.com.