Real Estate Client Database Software

The one thing which I dislike about salesforce sales cloud is that the lightning UI is is sometimes takes too much time to get loaded. For example, If I make any kind of changes in the page layout or in flexi page (lightning record page) it takes too much time to get reflected which is a headache for me as a developer. Review collected by and hosted on G2.com.

The one of the most common problem that salesforce sales cloud is solving is the filling the gaps between different channels of a business because it provides a 360* data view. For any business sales and service are the most important things. Sales cloud offers us platform to keep everything in 360 view so that the business can have their maxium outcome out of it. Review collected by and hosted on G2.com.

Some features feel locked behind higher tiers, so you quickly run into upgrade prompts when you want more advanced reporting, automation, or permissions. A few parts of the UI can be a bit busy, and it takes time to set up the right properties, pipelines, and views to match your process. Also, once you have a lot of data, keeping the CRM clean (deduping and standardizing) still needs ongoing attention. Review collected by and hosted on G2.com.

It helps us manage the full sales process from first contact to closed won in a structured way. We get better visibility into the pipeline, next steps, and ownership, which reduces things falling through the cracks. Automated follow-ups and meeting scheduling speed up response time. Email tracking and activity logging give context for conversations, and the reporting helps us forecast better and spot bottlenecks. Overall it saves time, improves consistency, and makes it easier to scale the sales process. Review collected by and hosted on G2.com.

I find the lead management system in REsimpli to be inadequate. I have issues with the speed at which I can push leads through the system. I wish there was a faster process for managing leads, such as from list stacking to new leads, which would enhance the workflow. Review collected by and hosted on G2.com.

I use REsimpli for sales and acquisition in real estate, managing leads efficiently, and structuring my work processes. It simplifies my workflow and makes calling fast with its call dialer feature. Review collected by and hosted on G2.com.

UI can be made more intuitive and visually appealing to enhance user experience. Review collected by and hosted on G2.com.

With open-source options available, we've been able to tailor the software to suit our specific needs precisely. This level of customization ensures that CrmOne adapts seamlessly to our unique workflows and requirements, enabling us to maximize efficiency and productivity. Review collected by and hosted on G2.com.

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

Close solves the challenge of managing leads and communication in a single, streamlined platform. It centralises emails, calls, and tasks, reducing the need to juggle multiple tools and making sure no follow-ups fall through the cracks. For me (or our team), this means we can respond faster, stay organised, and ultimately close more deals while spending less time on admin work. The automation features and smart workflows also help us prioritise high-value leads, which improves efficiency and revenue predictability. Review collected by and hosted on G2.com.

I don't use AI in my marketing, so it would be nice if the marketing of AI tools inside the platform which I pay for could be turned off. Review collected by and hosted on G2.com.

Complete record of every correspondence with every customer, focused task lists, and I use it to schedule my every workday. I assign myself the next task on every customer file, and get it done because of the Activities list, which is also sortable for type of task and time of day that I wanted to do it. Review collected by and hosted on G2.com.

The only thing that took a little time was getting used to Fello’s terminology and how that language relates to each contact. There was a bit of a learning curve at first, but once I understood the labels and what they meant, everything made a lot more sense. Review collected by and hosted on G2.com.

Before Fello, we didn’t have a clean way to integrate home value tools with our CRM or easily see how our leads were interacting. We also had no simple way to know whether a “buyer lead” already owned a home. Fello solves both problems by tying engagement data directly into our CRM and showing us which leads are also homeowners, so we’re working with better, clearer data on everyone in our system. Review collected by and hosted on G2.com.

Although I am able to obtain the information I need, the reporting function seems a little clunky. On the creative side, Active Intelligence doesn't seem to have much creativity when designing a campaign. Review collected by and hosted on G2.com.

My primary reason for moving to Active Campaign was deliverability and open rates. According to recent statistics, my previous CRM averaged 47% deliverability while ActiveCampaign averaged in the high 90s. My open rate languished in the mid- to upper teens and then doubled when I started using ActiveCampaign. Review collected by and hosted on G2.com.

One thing I would like to see improved is more layout flexibility when customizing appointment pages. It works well, but a few more design or branding options would make it even better Review collected by and hosted on G2.com.

Before using it, scheduling was scattered between emails, calls, and different apps, which made things confusing and easy to miss. Now appointments, follow-ups, and reminders are centralized.it helps prevent double booking, improves response time, and makes communication smoother for both sides Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. Review collected by and hosted on G2.com.

I found several issues with Instantly that detracted from my experience. The platform was consistently lagging, which hindered my workflow and made it difficult to manage tasks efficiently. Additionally, the customer support was not helpful; despite multiple attempts to resolve issues, I received little clarity or assistance. The unclear pricing structure was another problem, making it challenging to understand the costs and features associated with different plans. I also faced significant difficulties with lead management; the system did not allow me to work effectively with the collected data, and there was a lack of guidance on utilizing it properly. Furthermore, while I tried to integrate Instantly with other tools, it only managed to work with Slack, which limited its usefulness in a more integrated tech stack. Review collected by and hosted on G2.com.

I find Instantly reaches a large number of potential leads but poses challenges like lagging performance, unhelpful support, unclear pricing, and ineffective lead management. Review collected by and hosted on G2.com.

Nil - We have solution for all technical questions. Hence no flaws at all. Review collected by and hosted on G2.com.

Rsoft CRM is basically managing our leads. It plays a major role in our business by securing our data and ease work flow. Review collected by and hosted on G2.com.

I have thoroughly reviewed it and found no drawbacks. Review collected by and hosted on G2.com.

Bigin by Zoho CRM solves several key problems in customer and sales management. First, it simplifies contact and deal management by consolidating all essential information in one place, helping to avoid losing clients and respond quickly to requests. Second, its visual sales pipeline allows easy tracking of each lead's status and identifying stages where extra effort is needed to close deals. Automation of routine tasks and reminders saves time and reduces the risk of missing important follow-ups.

For me, Bigin brings value by increasing sales team efficiency, improving process organization, and providing quick access to necessary information. Its intuitive interface makes onboarding new employees and daily use straightforward. As a result, sales control improves, and revenue grows due to timely customer interactions and transparent reporting. Review collected by and hosted on G2.com.

Less Annoying has no mobile app, and this forces users to use Desktops

Complex sales processes are not well attended by this app Review collected by and hosted on G2.com.

Less Annoying has streamlined the CRM processes, ensuring that no system bloating or complications

The tool demonstrates contact centralization, which makes each customer feel more secure and alert

The tool supports the task management, a process that ensures easy role sharing

Onboarding and adapting Less Annoying is a stress free experience

The solution ensures easy communication tracking, a process that keeps customers interactions successful Review collected by and hosted on G2.com.

While Sell.Do is a solid solution for small to mid-sized real estate companies, it does have some limitations—especially when it comes to customization. In certain scenarios, it may not fully align with specific business requirements or evolving operational workflows. Additionally, the platform is highly dependent on Sell.Do’s internal support team for any changes or issue resolution, which can slow things down at times. Greater flexibility and more self-service options would significantly improve the overall experience. Review collected by and hosted on G2.com.

Sell.Do was our first CRM implementation, and it played a critical role in streamlining our entire customer journey—from lead generation to lead nurturing, site visits, and ultimately, bookings. Prior to using Sell.Do, we were managing leads and customer interactions manually, which often led to delays, missed follow-ups, and a lack of visibility into the sales pipeline.

Sell.Do helped us centralize all leads from multiple sources—digital campaigns, offline walk-ins, channel partners—into one unified platform. Its built-in automation features for follow-ups, reminders, and lead scoring significantly improved our response time and conversion rates. Additionally, the platform’s real estate-specific design, such as project and inventory management, made it easy for our sales team to align CRM data with real-world availability.

The real benefit lies in the structured process it brought to our sales cycle, better team coordination, and improved tracking of KPIs. Sell.Do empowered us with actionable insights through its reporting tools and dashboards, making sales forecasting and performance reviews much easier.

Overall, it’s helped us grow more organized, responsive, and efficient in handling prospects, which has directly contributed to better customer experience and higher closure rates. 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 far as i know from usage till now. Review collected by and hosted on G2.com.

HappSales solves forgetfulness, opacity, dependency, and self-deception in sales.

And it benefits you by replacing chaos with visibility, and visibility with control — without needing to hover. Review collected by and hosted on G2.com.

Sometimes it logs me in and gets stuck on a lease. Review collected by and hosted on G2.com.

AppFolio Property Manager improves communication with tenants and prospects in leasing, is easy to navigate, and loads quickly, enhancing efficiency. Review collected by and hosted on G2.com.

Nothing, everything is great thus far!!! Review collected by and hosted on G2.com.

They are providing a solution that allows my clients and prospective clients to instantly get a detailed value report on their home or investment property. It also captures the lead information and places it in a very easy to use display on my website. Lastly it also integrates with automation services like Zapier, which allow me to add work flows to further cultivate leads. Review collected by and hosted on G2.com.

Honestly, it’s hard to find a downside. If anything, there’s so much capability in the AgentFire platform that it can take a little time to learn everything it can do—but their support team always helps me through it quickly. Review collected by and hosted on G2.com.

AgentFire has helped me solve several challenges I faced with my website and online presence. They’ve made it easy to keep my listings beautifully organized and engaging for potential buyers. I had been frustrated with how my Listing Hub looked, but their team suggested adding an interactive map for our active and sold listings—and it completely transformed the presentation. It now feels polished, professional, and alive. Their creativity and understanding of real estate marketing helped me fall back in love with my website. Review collected by and hosted on G2.com.