Real Estate Client Database Software

I would say the number one con will be the pricing especially if you're starting out and haven't built up the cash reserves to cover the price constantly. However, I think the ROI will out weight the con of the price in the long run. Review collected by and hosted on G2.com.

The main business problem REsimpli is solving for me to begin with is the follow up process. Being soloperruer and having to wear multiple hats at the same time moment, following up with each lead can some time get overlooked. With the platform and having the drip campaigns allows for me to strategically follow up and stay in contact with each lead while working others. Review collected by and hosted on G2.com.

well sometimes it can feel a little bit complicated when using it for the first time because there are many features and menus to explore , finding specific reports or customer details sometimes takes a few extra clicks, i also thinks some routine updates, such as editing multiple record at once, could be faster, once i became familar with the platform, it was much easier to use, but a simpler onboarding experience for new users would make it even better. but overall its great platform for sales and marketing Review collected by and hosted on G2.com.

agentforce sales solves the problem of keeping customer information ,leads and follow up activities organized in one place, it helps me to track where leads come from , monitor their progress and see the complete history of customer interactions without switching between different tools. this makes it easier to support both the sales and marketing teams, response to enquiries more quickly, and keep records accurate, as a result , i spend less time on manual updates , collaborate more effectively with my team and gain a better understanding of the complete sales process. this helps me work more efficiently with both the sales and marketing teams, ensures no important follow up is missed and keeps customer data organised, as a result our team responds to prospects, faster , improved collaboration and makes better decision based on accurate real time information. Review collected by and hosted on G2.com.

The main package includes only a few sales seats, and each additional seat is expensive. I think offering discounted pricing at certain seat quantities would be a strong selling point and would encourage people to purchase more seats when they need them. Review collected by and hosted on G2.com.

It helps me keep our pipeline organized, so I always know exactly where my team and I stand in relation to our goals. Thanks to the email tracker, my team and I don’t have to guess which client is more interested or who has received the information. That insight and data really help us stay on top of follow-ups and close more deals. Review collected by and hosted on G2.com.

The labels could be better, especially on the reporting side. It's frustrating that you can't use combinations like 'this label and that label' or 'this label, but not that one'. You're limited to just using a single label at a time. Review collected by and hosted on G2.com.

Pipedrive helps us track to convert leads faster, and especially to convert the cooler leads by automation, whilst I can focus either to the new hot leads, or those converted by the automated sequences and deals easily with its visual approach, and customising cards lets me see key data at once, making tracking much simpler than conventional CRM. Review collected by and hosted on G2.com.

The only real flaw that remains is the inability to schedule an in-person meeting on the calendar (only phone calls or video conferences are available). I find this missing feature a bit out of touch: 100% online businesses aren't the only ones out there—there are tons of companies working in the field, and being able to log sales visits in the CRM is essential. I've already submitted this feedback to the development team and hope they implement it soon. Review collected by and hosted on G2.com.

Managing customer relationships to be able to follow up and don't miss a single opportunity, saving time 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.

I don't like anything about Fello. It has been a complete waste of money, time, and effort. All it does is duplicate what my CRM already does. It's insulted clients with offers of purchasing their property above or below their value, despite my instructions. During onboarding, they didn't disclose an additional $20 monthly fee to sync my CRM, which was frustrating. They promised to fill in blanks, but they only work with email addresses, not phone numbers, rendering the service useless for me. Their offers are often undervalued or unrealistic, which has damaged client relationships. The customer service is unresponsive and unhelpful, taking up to sixteen days to respond to requests. The setup was a painful process, taking over a week. Overall, Fello doesn't add anything to what I already get from kvCORE. Review collected by and hosted on G2.com.

I hired Fello to fill in the blanks of leads as a real estate broker, but they haven't addressed my needs. Review collected by and hosted on G2.com.

The initial setup look a little time, especially while deciding how to structure our pipeline stages and scoring rules. A few advanced settings were not immediately obvious, so I spent some time exploring before everything matched our workflow. Once configured, though I haven't had many issues. Review collected by and hosted on G2.com.

Before using EngageBay, it was easy for deals to stay in the same stage longer than they should because there wasn't a clear process. Now everything opportunity has a defined stage, score, owner and next action. It has made follow-ups more consistent and gives us better visibility into the sales pipeline. I spend less time tracking where deals are and more time actually moving them forward. Review collected by and hosted on G2.com.

While monday CRM is highly effective overall, there are a few areas that could be improved:

Pricing Tier Limits & ROI for Small Teams: The pricing structure can be somewhat rigid. Certain advanced features—such as deep reporting analytics, high-volume automation runs, and complex permission settings—are locked behind higher-tier plans (Pro or Enterprise). For smaller teams or scaling businesses, this jump in cost can impact the platform's overall ROI.

Advanced Integrations & Custom Formulas: While basic integrations (like email syncing) work well, setting up complex multi-step integration sequences or advanced formula columns requires a steep learning curve. Enhancing the formula builder with more intuitive guides or expanded pre-built integration templates would greatly reduce setup friction.

Performance with Massive Datasets: When handling extremely large datasets with hundreds of active boards and automated triggers, board load times can occasionally slow down. Optimizing system performance for heavy data processing and offering more granular onboarding support for advanced database architecture would improve the long-term user experience. Review collected by and hosted on G2.com.

I use monday CRM to organize our daily demands and solve time problems. It organizes ideas and problems, enhances collaboration, and helps our team work more efficiently. Review collected by and hosted on G2.com.

It is over priced for the features I use - email campaigns and automations. My biggest pain point is the constant reformatting in the email builder - every time I have to set font, colour, spacing in each block after pasting. Over time the integrations have been reduced, probably to focus on Napier / make which I can understand but is just another point to add in to your system. Not keen on the AI - not a feature I am interested in but I will be paying for. So overall, the pricing is the thing I most dislike and I have split my list as a result to use mailerlite. Review collected by and hosted on G2.com.

personalisation and automations - I know how to use it am not yet ready to migrate all over to mailerlite Review collected by and hosted on G2.com.

Bigin is an excellent option for small businesses, but I’d like to see more advanced reporting, automation, and customization features. As business needs grow, some users may start to feel that the platform is a bit limited, especially when compared with more comprehensive CRM solutions. Review collected by and hosted on G2.com.

Bigin has been helping us manage incoming website development and digital marketing leads more effectively. We’re able to track each prospect from the initial inquiry through project closure, assign follow-up tasks, keep a clear communication history, and monitor our sales pipeline all in one place. As a result, our response time has improved, we miss fewer follow-ups, and our overall sales process feels more organized and efficient. Review collected by and hosted on G2.com.

One area for improvement would be email analytics. It can be difficult to determine exactly which recipient has opened an email, especially when sending messages to multiple clients. Review collected by and hosted on G2.com.

The biggest benefit has been the time savings. Email campaigns, listing marketing, and client communications that used to take hours now take minutes. My only suggestion would be improving contact-level analytics so it's easier to identify exactly which clients have opened, clicked, or engaged with specific campaigns. That would make follow-up even more targeted and effective. Review collected by and hosted on G2.com.

I would like it if I could upload files to a project under its own file section, as after a couple of weeks, files do get lost in the trails and I have to keep scrolling to find them Review collected by and hosted on G2.com.

It makes customer management simple and efficient. I can create projects for every job I’ve quoted and keep everything organised by moving them through different stages. Review collected by and hosted on G2.com.

Honestly, a few things slow me down. Reporting and analytics still feel a bit thin compared to bigger CRMs like Salesforce — if I want a deeper breakdown of my call-to-meeting conversion by segment, I sometimes have to piece it together manually or export to a spreadsheet. The mobile experience isn’t as polished as the desktop app, so it’s harder to update records on the fly between meetings. Some of the more advanced automation and sequencing features also feel newer and less battle-tested, so I’ve run into the occasional workflow that doesn’t trigger quite right. And since Attio is still growing fast, documentation and support response times can lag behind actual product changes, so I sometimes have to poke around or ask teammates instead of finding a quick answer myself. Review collected by and hosted on G2.com.

Attio is solving the “CRM as a chore” problem for me. Before, keeping data clean meant constant manual entry — updating contact info, tracking who touched which account, remembering to log calls. Attio automates a lot of that through enrichment and activity syncing, so the data stays accurate without me babysitting it. That directly benefits me because I spend less time on admin and more time actually prospecting and talking to leads, which is what actually moves my numbers.

It’s also solving a visibility problem across the team. Since everything updates in real time, I always know the current status of an account Review collected by and hosted on G2.com.

I dislike the fact that the web creators continue to change things that DO NOT NEED TO BE CHANGED. The automated options are nice but make for sloppy bookkeeping and the Reconciliation box has been shortened to accommodate the automated functions. We need the recon box to be bigger so we can see items in question. STOP trying to make ResMan into Yardi or any other software the web designers are getting ideas from. Leave it alone already. Review collected by and hosted on G2.com.

I don't know what problems are being solved, so I have no opinion on the matter. All I know is that admin needs to stop trying to fix it. ResMan is perfect - but if you allow the web designers to keep messing it up, it will not be a great software for long. Review collected by and hosted on G2.com.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Review collected by and hosted on G2.com.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Review collected by and hosted on G2.com.

While managing many follow-up tasks and activities together, I sometimes feel that the dashboard could show more information on one screen without opening separate sections repeatedly during busy work schedules. but some customization options for layout and workflow organization are a little limited compared to larger CRM systems. Review collected by and hosted on G2.com.

Less Annoying CRM is helping me keep healthcare follow-ups, wellness activities, consultation reminders, and daily task management more organized during regular work. Earlier, managing nutrition consultation schedules, lifestyle assessment follow-ups, and health education related activities separately used to become difficult during busy days.

Now it is much easier to manage follow-up tasks, scheduled activities, reminders, notes, and calendar workflow from one place. It also helps me keep preventive wellness reviews, nutrition routine tracking, and healthcare related activities more properly arranged instead of checking everything manually from different places.

Another benefit for me is that handling multiple consultation tasks together feels less confusing because task reports, reminders, and activity tracking stay connected in one workflow. Overall, Less Annoying CRM helps me save time and keeps healthcare and wellness management activities more structured and easier to track during daily work. 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.

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.

Getting started with turbo tenant was very easy and it made the onboarding process feel smooth and straightforward from the beginning . I honestly haven’t found anything to dislike about TurboTenant. Review collected by and hosted on G2.com.

Before everything was scattered across calls, text, spreadsheets. It also gives me a messaging platform so i can communicate with my tenants without using my personal email. Now I have a systems where payments, issues and tenants information are all tracked in a single place, which reduces confusion cuts down on follow ups. Review collected by and hosted on G2.com.