Real Estate Client Database Software

What I dislike about Pipedrive is that some advanced features and customization options are limited to higher plans. The reporting could also be more flexible, especially when you need detailed sales analysis. Managing a large number of activities and leads can sometimes require additional customization. Review collected by and hosted on G2.com.

Pipedrive helps solve the challenge of managing a large number of leads, follow-ups, and ongoing deals in one place. It gives me a clear view of where each lead is in the sales process and helps me stay organized with follow-up activities. This saves time, improves lead management, and reduces the chances of missing potential opportunities. Review collected by and hosted on G2.com.

There are a couple of things I wish REsimpli could fix. I'd like to receive notifications on my phone's home screen instead of having to constantly check the app. It would make it easier since I use my phone for business purposes. Also, I think there could be more ways to organize through list stacking. The tags are great, but some aspects under those tags could be further separated. Additionally, scheduling with list stacking is a bit inconvenient. You have to manually remember your schedule because it doesn't remind you when you're list stacking. Review collected by and hosted on G2.com.

REsimpli organizes my leads, allowing me to download over a thousand leads, and filters them by location and area code. The tags feature helps categorize leads for effective follow-ups, while the reliable assistance improves troubleshooting and support responsiveness. Review collected by and hosted on G2.com.

The least helpful part of HubSpot Sales Hub is the pricing. It gets expensive quickly as you move to the Professional or Enterprise tiers and add more users, and key features like advanced sequences, forecasting, and custom reporting are locked behind higher plans. Customization can also feel limited for more complex sales processes, and reporting isn't as flexible as some competitors. Occasionally, email sequences and tracking hit sending limits, and the add-on costs for extra features can add up over time. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps us manage outbound business development across North America, Europe, and APAC from one place. Before, prospect data, email follow-ups, and deal tracking were spread across spreadsheets and inboxes, which made it easy to lose track of conversations. Now sequences automate our follow-ups with C-level prospects, email tracking shows us who's engaged, and the meeting scheduler handles booking across time zones. The pipeline view gives us and leadership a clear picture of where every deal stands, which makes forecasting and prioritizing much easier. Review collected by and hosted on G2.com.

One of the disadvantages is the pricing for different editions. Not every kind of company can afford the license cost. The enterprise edition, for example, has several limitations which then require additional costs for more flexibility. Salesforce releases new features at such a fast pace that it's not always possible to keep up to date with them. Sales Cloud is very vast, and for someone to implement a complex use case, they need to know a lot, like customizable forecasts and revenue generation. Companies charge a lot to implement Sales Cloud if you are outsourcing to consulting firms. Review collected by and hosted on G2.com.

In our organization, we are utilizing Sales Cloud to handle the B2B onboarding process, which is currently a complex process. With robust process automation, we are able to streamline the entire sales process. This results in reduced manual intervention, tailored solutions for our process, easy-to-maintain CRM processes, and visibility into pipeline information. Review collected by and hosted on G2.com.

Occasionally the speed at which pages load can be slow, but this is a consistent issue across many CRM platforms due to the sheer amount of data they need to index and manage. I'd love to see this improved so it can keep up with my blistering work pace! Review collected by and hosted on G2.com.

Our business involves making paper processes digital and a modern CRM platform that can handle a diverse set of quite specific requirements, including integrations with our other software platforms – Outlook, Claude, Freshdesk and our own bespoke systems – which makes seamless operation essential.

Simple is all we're about, and having sampled all the alternatives out there, the process here is the most streamlined and at a highly competitive price. Being able to access the majority of features without being bombarded with internal advertisements is also a huge plus. Focusing on the work is important, distractions can be hugely detrimental so it's great to see there are none. Review collected by and hosted on G2.com.

The price increase becomes much more noticeable once automation is part of the requirement. Solo and Essentials can be a good fit for smaller teams that mainly need lead and contact management, but Workflows only start on Growth. If automation is central to your process, that’s a meaningful distinction, so I’d evaluate Close based on the workflow your team actually needs rather than focusing on the entry price alone. Review collected by and hosted on G2.com.

We really saw the value during a Meta lead-generation campaign. We were getting plenty of form submissions, but even after two weeks we still couldn’t explain which ads were actually turning into real sales conversations. Marketing was tracking UTMs in a spreadsheet while sales worked entirely inside the CRM, so the connection basically disappeared the moment a lead was handed off. We replaced that setup with a Close Form on the landing page and saved utm_source, utm_campaign, and utm_content directly into Custom Fields. That way, every lead entered the CRM with its campaign context already attached. From there, a Workflow created the follow-up task, sent the first email, and automatically stopped the sequence if the person replied or booked a meeting. We also added a Custom Activity for leads that came in through social conversations outside the form. Within the first week, the difference was obvious. One campaign had a great CPL but was driving mostly low-intent responses, while another cost more per lead and generated far more qualified opportunities. Close gave marketing and sales a shared view of the lead from source through to conversation, which made the handoff cleaner and helped us optimize campaigns around pipeline quality instead of celebrating cheap leads that went nowhere. 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.

It takes a little time to get familiar with all the options when you first start using it. Once you get used to the interface, though the day-to-day work is pretty straightforward. Review collected by and hosted on G2.com.

It helps us keep our contacts and communication history in one place. The combination of static and smart lists makes it easier to organize contacts, while the contact history helps us keep track of previous conversations. Overall, it saves us time when managing contacts and doing follow-ups. Review collected by and hosted on G2.com.

It’s hard to say what I don’t like right now, because Rechat continues to improve week over week. They actively take feedback from users and look for ways to implement it, which keeps making Rechat better. Review collected by and hosted on G2.com.

For me, the biggest benefit is the automation that saves me time. Before, for things like wedding anniversaries, birthdays, and home anniversaries, we had to go in and set everything up manually, and it took a lot of time. Rechat makes it so these messages are automatically sent to the client, which saves us time.

With the agent network, we can quickly email agents not only within our network but also outside the state. That makes it easy to target the states we know clients are moving from, or to reach agents in the state we’re in just as quickly.

Another time-saver for me is being able to create a seller report and send it to the client, showing everything we’re doing to market and promote the listing. This can be done in a matter of seconds. Overall, the ease of Rechat means we spend less time on tasks and can focus more on our clients.

One other thing is that most CRM mobile apps are not user-friendly. With Rechat, you have the ability to run everything off your phone, which is a huge time saver. Now you don’t have to take your computer with you—you can run it all from your phone. 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.

Because Joby packs an impressive amount of operational depth into a single platform—bringing together a full Twilio phone system, AI voice agents, map-based dispatch, and multi-tier subcontractor commission tracking—there can be a bit of a learning curve for team members coming from simpler, single-purpose apps.

Also, navigating telecom carrier requirements (such as A2P 10DLC registration for business messaging) involves a few upfront steps to get fully verified. That said, this is an industry-wide standard rather than a shortcoming of the software itself. Once the team gets through the initial onboarding, the day-to-day workflow quickly becomes second nature. Review collected by and hosted on G2.com.

Before using Joby, our biggest headache was a fragmented tech stack. We were forced to stitch together separate tools for our phone system, SMS marketing, lead pipeline, map dispatch, and invoicing. It was expensive and messy, and it caused leads to slip through the cracks. On the other end of the spectrum, when we looked at enterprise options like ServiceTitan, we were staring down a six-figure price tag and months of complex onboarding.

Here’s how Joby is benefiting us. With unified operations, having a native Twilio phone system, AI voice agents, and a full field service stack in one place has let us stop paying for redundant software subscriptions. For instant visibility, the single-pane-of-glass dashboard gives us immediate, real-time tracking of revenue trends, call volume, and our lead-status pipeline without having to dig through menus. We’re also seeing zero lost leads because the AI voice agents and power dialer handle after-hours inquiries and outbound lists smoothly, which helps keep our conversion rates high. Finally, subcontractor tracking has become effortless: managing multi-tier commissions and monitoring field performance—like our top-performing external partners—is now fully automated, saving our team hours of manual spreadsheet work every week. Review collected by and hosted on G2.com.

I would like to see a little more openness when it comes to integrating with other software without charging a fee. I think AppFolio needs to make some better investments in improving the maintenance piece to better compete with some of the other 3rd party maintenance software companies. Review collected by and hosted on G2.com.

It enables us to easily manage and track the properties in our management portfolio. The marketing syndication is great as we have 1 click syndication to dozens of rentals sites. 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.

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.

Nothing as of now. Its working as per our expectations Review collected by and hosted on G2.com.

Our experience with Happsales Lead mgt is very much easy. It helps tracking activities, fields are aligned with our requirements and easy to navigate. Dashboards, reports very much insightful. Overall, great UI without much complexity. Review collected by and hosted on G2.com.

I feel that the Resident Portal for residents could be improved and an app would be great to see in the future. Review collected by and hosted on G2.com.

Property management is made easy with Resman, from leasing, to accounting and owners. Review collected by and hosted on G2.com.

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

I use Capsule CRM to organize the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com.

It is a minor dislike as I accept the company needs to make an income. However, I have 2 members of staff (including me) that are the main users, and two junior members of staff (my two sons who are still at school) who do a couple of hours of work each weekend to help me. I cannot justify or afford the monthly fee for 2 more licenses. If there was some sort of pay-as-you-go accumulator fee for such users, where their total time logged in and being active was added up each month, they'd be able to help me. Review collected by and hosted on G2.com.

For me the software eases the pain of tracking potential new customers. My company is very much in the early stages of contacting as many potential clients as possible. The trough we are trying to get our noses into is enormous, and this means sending letters out to hundreds of companies. The way Less Annoying CRM organises the Companies and Contacts works perfectly for me. It is so easy to use and incredibly responsive. Review collected by and hosted on G2.com.

Ohanafy's native sales pipeline functionality is quite limited for our agency‑style multi‑stage sales cycles covering initial inquiry, discovery call, proposal review, contract negotiation and onboarding kickoff. It does not offer enough configurable pipeline stages out of the box, forcing us to lean heavily on custom tags to track deal progress. Unfortunately, tags cannot feed into real pipeline forecasting reports. During our busy fall sales quarter, our sales team could not get a consolidated visual view of all active opportunities. We had to export raw contact data every week and build manual spreadsheets for forecasting, which burned several hours of our team’s time week over week. Bulk CSV importing is also a consistent headache. When we migrated our combined client‑vendor dataset over from Clarify CRM, we hit tag‑field misalignment that generated dozens of partial duplicate contact records. There is no import preview feature, so we could not spot mapping mistakes before data was written into the system. I spent nearly half a workday manually cleaning up hundreds of messed‑up records. The lack of native webhook support makes things harder still. Whenever client retainer status or assigned vendor changes inside Ohanafy, those updates cannot auto‑push to our other tools. Earlier this year, we updated retainer status for about fifteen clients, and those changes never synced out. Our Zigpoll survey tool kept sending outdated follow‑up sequences, and I had to manually cross‑check and correct records across platforms. The initial setup was far more complex than anticipated; we built all custom tags and relationship‑link logic completely from scratch, with no agency‑ready templates. Since we don’t have a dedicated CRM administrator, all data cleanup and troubleshooting lands on me, making import failures and mapping errors extra disruptive to our daily workflow. Review collected by and hosted on G2.com.

Before we adopted Ohanafy, our client and vendor data was badly siloed across Clarify CRM, FileCloud, and various offline spreadsheets. Sales held lead data in the old CRM, account managers stored client notes in private spreadsheets, and project teams kept freelance vendor contacts inside our cloud storage. Team members wasted large amounts of time hunting for basic background information whenever account hand‑offs happened. We had a real‑world incident last summer: a senior account manager took unexpected leave, and critical context for multiple active brand clients plus their preferred freelance vendors only existed inside their personal spreadsheets. Our team lacked complete records for days, and we nearly missed a key creative deliverable deadline for one of our important clients. That messy situation was a major wake‑up call for us. We use Ohanafy to centralize client and vendor data in one shared workspace, drastically cutting down time spent digging for scattered details and lowering miscommunication risks during staff transitions. Sales, account management and project delivery all work off the same shared records now. When an account hand‑off occurs, new team members can review client history and linked vendor profiles directly inside Ohanafy. Even so, we still have to stay vigilant. As I saw during our CSV migration, bad imports can create duplicates and corrupted records. I also learned the hard way that without webhook syncs, status changes stay trapped inside Ohanafy. After one status update batch, mismatched data caused our Zigpoll survey responses to get paired to wrong client profiles, requiring manual cross‑reference fixes. It solves our core data‑fragmentation pain point well, but we still need regular manual validation to keep our cross‑system data consistent and avoid costly missteps for our client projects. 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.