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.

While Agentforce Sales is a powerful platform, it has a fairly steep learning curve, especially for new users. Some tasks can require multiple clicks or feel more complex than they need to be, and customizing workflows or reports often requires additional training or administrative support. It can also become expensive as businesses add more features or users. Review collected by and hosted on G2.com.

Agentforce Sales helps centralize customer information, track leads and opportunities, and automate repetitive sales tasks. This makes it easier to stay organized, collaborate across teams, and gain better visibility into the sales pipeline. The biggest benefit is spending less time on manual administrative work and more time focusing on customer relationships and closing deals. Review collected by and hosted on G2.com.

Nothing. It would be nice to have unlimited AI credits, but I get why that's not possible! Review collected by and hosted on G2.com.

Previously we were relying on spreadsheets, which meant we had no way to look across every vertical since each one lived in its own separate spreadsheet. On top of that, everyone was sending emails from their own personal inbox, so nothing was shared or tracked against accounts. We struggled to know which verticals were actually worth pursuing and to measure ROI. Now that information is easily traceable and reportable in one place, so we can quickly see performance across verticals and make more informed decisions about where to focus. Review collected by and hosted on G2.com.

The email accounts. We have a generic account for leads which i manage, but I need to communicate with custoemrs via my own email frequently.

It wuld be useful have the option to add a second email account in this scenario, without upgrading the plan, so automations run from there, but my correspondence is from my account. Review collected by and hosted on G2.com.

We've not fully implemented, but already I know that Pipedrive will help vislibility of enquiries on a business level, and focus staff on the deals that need action as a priority. Review collected by and hosted on G2.com.

One area I’d love to see improved is the flexibility of the Predictive Dialer, especially for solo closers. It would be great to have more control over how aggressively it dials for example, allowing users to set a preferred dialing ratio such as 2–4 numbers at a time when appropriate.

I’d also love a clearer option to automatically skip or quickly bypass voicemail instead of waiting through the entire voicemail process. A simple setting like “Skip voicemail” vs. “Wait for voicemail” would make high-volume outbound calling much faster and more efficient.

These small improvements would make Close even more powerful for individual sales reps and high-volume outbound teams. Review collected by and hosted on G2.com.

Calling a lot of people in a conveinient way thats what i like Review collected by and hosted on G2.com.

It would be helpful to have a bit more context around chatbot tuning, especially so it can better understand and respond to filter-related queries. Review collected by and hosted on G2.com.

We were required to migrate to Monday CRM from another CRM for a client’s customer data, and we also needed to build a sync mechanism between our internal tool and Monday CRM. We were able to pull the historical data cleanly and push it into Monday CRM, and we built the sync mechanism on the same day. The client started his work in Monday CRM the very next morning. It was a mind-blowing experience. 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 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.

It took me a little time to get familiar with the platform. There are some features I don’t use regularly, and finding my way around those has been a bit of trial and error. That said, the parts I use most often are straightforward now. Review collected by and hosted on G2.com.

The main thing it has helped with is keeping customer information and ongoing conversations organized. I can easily keep track of what has already been discussed and what still needs attention, without having to maintain separate notes. It has made my daily workflow easier and helps me stay on top of conversations without spending as much time searching for information. Review collected by and hosted on G2.com.

I don't have any issues with the current options and functionalities, but I would suggest adding an option to create a form that cannot be tracked. For example, I have a form used by the sales team to add clients to our newsletter, but this process ends up tracking their activity on the website. If there were a way to use a form with a 'do not track' option, it would be much better. At the moment, we have to use a private browser for each record, which is not ideal. Review collected by and hosted on G2.com.

I use it to set up email automations and run email campaigns, as well as to create forms and landing pages. I also use it for lead scoring and to connect with other CRMs, allowing me to synchronize data and build automations based on user actions.

I used with two websites. Tags and triggers allows me to differenciate and trigger what needed. The integration with Shopify is easy Review collected by and hosted on G2.com.

The main limitation I’ve experienced is that some advanced customization and automation capabilities can require more technical work or additional Zoho products. I would also like to see more flexibility in certain CRM functions and deeper native integrations. Overall, however, these limitations haven’t prevented us from building an effective workflow in Bigin. Review collected by and hosted on G2.com.

Bigin solves the problem of managing prospects and follow-ups manually. It gives us one place to manage contacts, deals, pipeline stages, calls, tasks, and customer interactions. This helps us stay organized, follow up with prospects on time, and have better visibility over the sales process. 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.

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.

There is not much that I dislike about Capsule. Sometimes I struggle to integrate Capsule with some other tools (like Look at the moment), but the team is working hard on finding ways to get more and more tools speaking with Capsule. Review collected by and hosted on G2.com.

Capsule keeps my business up to date. My business partner and I know exactly what we are working on and we keep our comments and notes linked to relevant places. It is one source of truth for our business. We don't need to ask 'what is happening with so and so?', we can just look at Capsule and use our team meetings to discuss high level topics and not spend time on 'updating' each other. 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.

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.

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.

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.