The Best Real Estate CRM Options of 2022

Aug 19, 2022

Customer relationship management (CRM) software is an essential component for running a successful real estate business. With the help of this powerful tool, you can more effectively manage, attract, and retain your clients. You can also streamline transactions, ensuring you close deals on time. By serving as a one-stop database for you to access all the information you need to best serve your clients, CRM software allows you to focus on building the personal relationships that are so important in the real estate industry.

While there are several CRM platforms available, those geared toward the real estate industry will likely be the most useful to you. Whether you are in the office or on-the-go, CRM software allows you to access essential information and easily communicate with your clients from your desktop or mobile device. Here’s a look at the best real estate CRM to explore for your business.

Follow Up Boss

Unlike some of the other CRM products on the market, Follow Up Boss is not an all-in-one product. Rather, it focuses solely on CRM. Follow Up Boss was designed specifically for the real estate industry, which means its tools and features are geared toward the unique needs of real estate professionals. These factors make Follow Up Boss the best option for real estate CRM if you already have an established website for your business and are sourcing leads through your own methods.

Some of the key features of Follow Up Boss include:

Provides phenomenal lead tracking with the platform’s Pixel feature
Automatically assigns leads to agents based on their location and expertise
Consolidates multiple lead sources as it integrates with over 200 real estate sites, including Zillow and Realtor.com
Prioritizes follow-up with engaged clients through the platform’s Smart Lists feature
Includes a community of over 10,000 agents on Facebook

Follow Up Boss also includes batch email functionality, allowing you to easily send announcements and newsletters to those in your marketing campaign. It’s important to note, newsletters created with Follow Up Boss aren’t stylized, which means you will want to integrate with Mailchimp or another similar application in order to create newsletters that better suit your brand identity.

Currently, Follow Up Boss offers three plans. The Grow plan starts at $57 per user per month, while the Pro plan starts at $416 per month for 10 users and an additional $49 per month for each user beyond the first 10. The Platform plan starts at $833 per month for 30 users, with the cost of additional users being $20 per month for each user.

Chime

Chime is an all-in-one CRM product that includes a website with landing pages, texting, Internet Data Exchange (IDX) and more. Chime’s key features include:

AI text for targeted campaigns
Email integration with a vast selection of email templates
Website building tool with a range of themes and templates to choose from
Round-robin lead routing
AI technology that automatically adjusts leads’ search criteria based on their activity
Ability to turn on auto-notifications when new listings meet leads’ search criteria
Rich communication tools such as automated dialing, mass emails, and drop voicemails

Chime is a great option if you’re looking for a CRM product that offers everything you need in one product. The company currently offers four plans. The first plan, the Starter Plan, is a templated version designed for single agents. The other three plans – Core, Premier and Enterprise – are all customizable. The company doesn’t currently advertise its prices online, which means you will have to contact Chime directly to learn more about package pricing.

Top Producer

Founded in 1982, Top Producer evolved from its original MS-DOS format to floppies and CDs, before ultimately becoming the CRM product it is today. Top Producer was designed specifically for the real estate industry, and some of its key features include:

Contacts, calendar, email, and text integration
Email templates, custom email signatures, and email tracking
Integration with the MLS and over 150 online lead providers
A 360-degree contact view using Social Insights
Automated real-time market reports
User-friendly website builder

With Top Producer, lead profiles include profile pictures, social media posts, interests, properties viewed, and past interactions, making it a great all-around CRM tool for any real estate professional. This platform also offers one-on-one live coaching to assist with setting up and maintaining the tools and features you need to achieve your business goals.

Top Producer offers three packages. The Essential currently costs $60 per user per month, while the Professional is $95 per user per month. To get rates for the Professional Plus package, you need to contact the company directly.

Salesforce

While it is more expensive to maintain than many other products on the market, Salesforce offers a great deal of customization. The downside is that all of this customization does take time to learn how to create and use. In addition, the program requires a substantial amount of setup before you can get started with using it. Some of the platform’s key features include:

Customer data and territory management systems
Email integration and marketing
Quote and order management
Lead management
Task management and reporting
API for custom integration
Social integration and data tracking

If you are looking for something that is completely unique that you can customize to meet your exact needs, Salesforce may be the best solution for you.

Sales Force currently offers four program package options. The Essentials package is $25 per month per user, while the Professional package is $75 per month per user. The Enterprise package is $150 per month per user, and the Unlimited package is $300 per month per user. All four packages are available to try for free on a limited trial basis.

Hubspot CRM

If you are on a budget and simply looking for a CRM product that is going to get the job done, then HubSpot CRM may be your best option. This free all-in-one platform allows you to track sales, manage your marketing strategy, and obtain customer support all in one place. Additional features of this platform include:

Sales, Marketing, Customer Service, Content Management, and Operations software
Integration with popular tools such as Gmail and Eventbrite
Ability to share contacts, activity, and documents between teams
Social media management
Communication tracking and reporting tools

HubSpot is easy to use and can even be used to help build your website. Keep in mind, only certain features are available for free. If you want to expand upon the tools the platform has to offer, you will have to pay a monthly fee. The monthly fee will increase as your business grows and needs change. The company currently offers the free version as well as the Starter version, which starts at $45 per month. The Professional version starts at $800 per month, while the Enterprise version starts at $3,200 per month.

While HubSpot is convenient in that it is an all-in-one platform, you may also find it difficult to integrate other tools if you so desire. For example, if you built your website in WordPress rather than in HubSpot, you might have difficulty getting the other HubSpot features to work properly within your website. Therefore, it is generally best to strictly use HubSpot if you want to take full advantage of the platform’s all-in-one format.

Ultimately, the best CRM is the one that you will use and offers the features that you need. You should take some time to explore the various CRM products available in order to find the one that is best suited to your current needs and business goals.

About the Author

Last updated: 08/19/2022

2300+ Client reviews!

Christopher Penaloza

JC was very helpful during the process of buying my first home. He directed me to lenders that truly had my best interest at heart. I almost made a few bad decisions that JC was there to wave off for me. I truly appreciate JC's responsiveness to ALL of my many questions and his willingness to be a sounding board for my frustrations in the process. I still hear from JC from time to time ensuring that I am happy with my home and letting me know of up and coming business in my area that might affect my property value. I will absolutely be using JC to purchase my next home.

LanceLunsford

JC does a great job with attention to detail and ensuring he has answers to your questions as you navigate the process of a home purchase. JC understands the process of the transaction in a home purchase and makes sure the details are covered.

Christopher Dunn

Ruth helped us to view many houses and (over months) to make multiple offers in a really, really tough market for buyers. Our low bids were our own fault! Ruth's guesses are always spot on. We finally had a bid accepted last month, and Ruth helped us re-negotiate after significant problems were discovered. Ruth has gone above and beyond for us, giving us far more time during this long search than we could reasonably have expected. She even helped us look for a rental when we'd basically given up. Her advice has always been immensely valuable and brutally honest. She is the most knowledgeable agent I've met on the Central Austin market. She also handled our stress well, and believe me, buying in Austin right now is stressful!

Jerry Nash

Excellent service and follow through. Very professional!

Steve Sanders

I highly recommend Kristen for all real estate needs.

Danielle Hughes

I had a great experience working with Bramlett Residential Real Estate. Jean Holm was my agent and she & her team made the whole process very simple. She explained everything very well, was knowledgeable, had great advice, and got our home sold. Definitely reccomend!

Jeremy K

I worked with Jeremy Vandermause to buy my first home. Jeremy was so patient throughout the process (which I definitely dragged out as I gathered all the facts). He consistently sent me homes I was interested in and was eager to show them off, and on the odd occasions where I found one he hadn't already seen he always made himself available to walk through with me. He was very helpful in those walkthroughs pointing out home features I would have missed, or providing context on neighborhood. As a native Austinite, he definitely knows the history and cultural fabric of the city and each neighborhood. I started with close to zero knowledge of the home-buying process and Jeremy walked me through every step with clarity and patience. So excited about the home I now own! Plus, he's just a legit cool dude. I always really enjoyed our conversations and could tell from the start he was someone worth knowing in Austin

Jian M.

This review is about Joe Gage, their real estate agent. I'm based in Sam Francisco and was looking for investment property in Austin. I tried out three different agents based on recommendations from different sources, including Yelp. Joe clearly stands out. He's very patient and responsive. I'm not familiar with the area at all thus had a lot of questions. His email reply contains detailed information of the neighborhood, including shops nearby, schools and so on. He regularly screen houses and give recommendations once he sees a good fit for investment house offered at reasonable price. He's very knowledgeable about the area. All his recommendations comes with details around why he thinks it's a good investment and sales/rental data in the neighborhood to justify the price he thinks it's worth as well as the expected rental income. I found him to be very methodical and organized. He's not a typical sales person. Maybe this is because he used to be an accountant. Needless to say he earned our trust and we went with him to make the purchase. I was very impressed through the whole process. He's very calm and never pushy. His recommendation on the bid price was right on and he was very good at following up with various parties to push things through. The process went through very smoothly. If anyone is looking for a good real estate agent in Austin, I'd recommend Joe whole-heartedly. His professionalism and calm personality make him a real pleasure to work with.

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