We looked for how the features meet the specific needs of real estate agents and teams. This accounted for 10% of our weighted scoring. We also looked for transparent pricing by a provider as some require potential customers to contact their sales department to receive a quote. Additionally, we looked at the range of prices between plans and the value that each higher-priced plan brings to the user. The value for the amount you’ll have to spend was weighed to make sure that each solution is a viable candidate to use compared to the competition. We wanted to make sure that all the options on this list were affordable for what each offered. Let’s take a look at the most important criteria that impacted our recommendations. We looked at everything from pricing and ease of use to the specific real estate industry features that are available. Large amount of built-in integrations, email automation options, transaction management toolsĪutomated text listing alerts to clients, strong marketing automation tools, list properties directly on your siteĪs we were choosing the best CRM for real estate agents, we considered all of the factors that make the needs of a real estate agent unique and important. Unlimited leads and contacts, automatic follow-up, drip and batch emailing Workflows, customized dashboards, library of templates for workflows and campaigns $32 per month, billed monthly, or $326 per year (billed annually)Ī/B testing, automatic email responders, SMS textingĪI-powered lead assistant, bulk texting, customizable fields All ratings are determined solely by our editorial team. Our ratings considered many factors, including the depth and quality of features, reviews by actual users, several metrics around pricing and an overview by our panel of experts. We reviewed a number of CRMs using a detailed methodology to help you find the seven best real estate CRMs. We use product data, strategic methodologies and expert insights to inform all of our content and guide you in making the best decisions for your business journey. The Forbes Advisor Small Business team is committed to bringing you unbiased rankings and information with full editorial independence. Why You Can Trust Forbes Advisor Small Business We’ve put together a list of our favorite CRM tools for real estate agents today, all of which are built for their specific needs. However, there are tools that make the CRM more effective for agents, which are included in some CRMs. There are many CRM tools available to businesses right now and many of them could be customized to fit the needs of real estate agents, even if they aren’t made specifically for the industry. The best real estate CRM will be specific to the industry with features like email and text messaging, lead follow-up tools and click-to-call capabilities. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients.
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