Real Estate Client Database Software

The main downside is the learning curve. New users often find the interface a bit overwhelming because there are so many features and settings. Sometimes simple actions take more clicks than expected, and system updates occasionally change the layout, which requires re-adjustment. Apart from that, most things work well once you get used to it. Review collected by and hosted on G2.com.

Before adopting Salesforce Sales Cloud, our team struggled with scattered data - leads, contacts, and opportunities were often tracked in spreadsheets, emails, or different tools. This caused confusion, duplicate work, missed follow-ups, and lack of clarity about the sales pipeline.

With Sales Cloud, we now have a unified, central system where all sales data lives. That means every lead, contact, opportunity, and customer interaction is organized in one place. The result: fewer missed follow-ups, clearer visibility into deal stages, and better coordination across team members.

Automation features (like reminders, workflows, and validation rules) further reduce manual work and human error. The dashboards and reports provide real-time insight into pipeline health, conversion rates, and performance metrics , enabling smarter, data-driven decisions.

In short: Sales Cloud helps us work more efficiently, stay organized, avoid mistakes, and focus energy on selling rather than managing spreadsheets. Review collected by and hosted on G2.com.

Pricing increases quickly with advanced features

Sales Hub is very effective, but many of its most valuable capabilities—like advanced automation, forecasting, and reporting customization—are locked behind higher-tier plans. As your team grows and you need those features, the costs can ramp up quickly. Review collected by and hosted on G2.com.

Centralizes sales activities and pipeline tracking in one place, making it easier to stay organized. It reduces manual follow-up through sequencing and automation, so routine outreach takes less effort. Rep productivity improves thanks to templates and built-in meeting scheduling that streamline day-to-day work. It also provides clearer pipeline visibility, which helps with forecasting accuracy. Overall, its ease of use increases CRM adoption across 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.

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.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

I use it with JustCall as well as Shopify. What would be nice though is if I could directly call from Pipedrive and it goes directly into JustCall so I'm not having to copy and paste the number into JustCall. Review collected by and hosted on G2.com.

I use Pipedrive to organize my clients and calls. It lets me see all my information on one page, making it easy to track who I've contacted and follow up efficiently. It organizes my clients in different columns, which is very helpful. 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.

A few areas feel a bit basic, like reporting and email templates. Some pages can also be slightly slow at times. None of these are major issues, but they’re small things I notice during regular use. Review collected by and hosted on G2.com.

Before EngageBay, my leads and follow-ups were spread across different tools, and it was easy to miss things. EngageBay brings everything into one place, so I always know who to follow up with and when. The automations take care of repetitive tasks, which saves me time and mental effort. Overall, it’s made my daily work feel more organized and much less stressful. 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.

The only minor drawback is the pricing structure; many of the most powerful and useful features are locked behind the second-tier subscription, which can feel a bit limiting if you are just starting on the basic plan. Additionally, while the interface is generally great, the Inbox Manager could benefit from more advanced organization and filtering options when handling a massive volume of campaigns at once. However, given the results and the time saved, these are small trade-offs for the overall value the platform provides. Review collected by and hosted on G2.com.

The biggest headache Instantly solved for me was the constant 'deliverability anxiety.' Before, I was juggling three different tools just to keep our domains safe and our emails out of spam. Now, everything from the automated warmup to the actual sending is under one roof. 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.

Some advanced features, such as mandatory rules by stage or more complex automations, are not available in the free plan, which somewhat limits the full evaluation in the initial trial. For teams with very complex processes, it may fall short without upgrading to paid plans. Review collected by and hosted on G2.com.

Bigin helps resolve the lack of order and visibility in the commercial process. It allows you to know at what stage each opportunity is, improve tracking, and avoid losses due to lack of control, which benefits both sales and management. 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.

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.

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.

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.

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.

Honestly, I don’t have any real dislikes. If I had to point out anything, it would be that their services cost a little more than some alternatives, but the quality of the website, platform, and support easily justifies the investment. Still highly recommended. Review collected by and hosted on G2.com.

AgentFire solves the problem of having a real estate website that actually works for your business, one that is fast, secure, and Google-friendly. When I experienced spam issues on my website (not caused by AgentFire), their team immediately stepped in, identified the problem, and implemented features to stop the spam. Since then, I’ve had no issues. That level of responsiveness and problem-solving gives me confidence and allows me to focus on running my business instead of worrying about my website. Review collected by and hosted on G2.com.