CRM for Real Estate Investors: 10 Best Choices

What is Real Estate CRM Software?

Real estate CRM software is your personal assistant for managing everything related to your real estate business. It's a tool that helps you organize, analyze, and streamline all your sales, marketing, and customer support tasks. Imagine having all your important workflows organized in one place, making your life as a real estate professional much simpler.

With top-notch real estate CRM software, you can say goodbye to tedious manual tasks and hello to more time and brainpower for brainstorming new business strategies and nurturing client relationships.

This software is a game-changer for agents, allowing them to prioritize their work, keep track of leads, contacts, and data, and stay on top of critical activities. Plus, it's easy to generate detailed reports on your activities—all within the same system.

Forget about juggling multiple spreadsheets or losing important details in a sea of emails. With real estate CRM software, you can easily track properties, leases, sales comps, and other specific information like landlord and tenant details—all in one convenient place. Brokers especially benefit from the ability to manage customer correspondence efficiently, ensuring that no important information slips through the cracks.

In a nutshell, real estate CRM software is the ultimate tool for boosting productivity, organization, and efficiency in your real estate business.

[Related article: Best Real Estate Lead Generation CRM Software: TOP 10 CRM for Real Estate Agents]

Here, you can choose other CRM options for your business preferences:

Fireberry

By using Fireberry, you can easily manage all your business needs with a user-friendly system. Your unique business deserves a platform built just for you, so you can maximize your time and productivity where it matters most.

monday sales CRM

Let monday sales CRM do the grunt work while your team stays focused on high-level tasks, such as creative projects, business strategy, and relationship building. 

Zoho

It is a web-based email marketing management service for small and medium businesses. It automates the entire marketing process - from managing your email marketing campaign to maintaining mailing lists.

Capsule

Capsule is a cloud-based CRM platform that helps businesses build relationships with customers. It enables users to store contacts, track sales opportunities, automate workflows and manage projects.

Why Use a CRM for Real Estate Work?

A customer relationship manager (CRM) is a software application that stores and manages customer data, interactions, and, in many cases, new leads. It helps you to keep track of all customer communications, including emails, phone conversations, and meeting notes.

This can be a very useful tool for real estate investors because it allows them to keep organized and efficient when interacting with clients.

[Related article: How to Use Monday.com for Real Estate CRM: A Comprehensive Guide for Agents]

How do CRMs for the Real Estate Industry Operate?

These tailored CRMs are custom-built to suit the unique needs of real estate professionals. They're not just your average software—they're your ticket to turbocharging your real estate business. You can manage incoming requests, visualize your sales pipeline, and effortlessly whip up price quotes—all in one handy system. 

But that's not all. These tools go the extra mile in delivering a personalized experience to both your buyers and sellers. These real estate CRMs come packed with features like property and contact tracking, seamless transaction management, and nifty marketing automation tools. Plus, they're tailored with specific functionalities to fit the property market like a glove.

They also seamlessly integrate with all the popular real estate websites and software programs you rely on, ensuring that all your valuable data is kept in one place.

CRM software for real estate investors is your ultimate toolkit for streamlining operations, delighting clients, and making those property deals happen with ease.

Market Leader

4.3

Creatio is the leading vendor of ONE platform to automate industry workflows and CRM with no code and maximum degree of freedom. 

Creatio enables non-technical users to create powerful business apps without coding.

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What products, specifically, does Creatio offer?

• No-code platform – Studio Creatio. 
• CRM applications (marketing, sales and service). 
• Industry workflows for 20 verticals. 
• Templates and connectors via Marketplace Creatio.  

Creatio Pricing

Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:

• Growth starts from $25/user/month. Provide automation to SMB clients
• Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs
• Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.

All Creatio licenses include basic support plan, product maintenance and free updates. 

You also can get a free demo with CRM experts and choose an option.

[Related article: 5 Best CRM for Commercial Real Estate in 2024: Choose Yours!]

What Are the Types of CRM Systems?

When it comes to choosing a CRM for your real estate business, you've got options! Let's break down the three main types:

Collaborative

Collaborative CRM is your team's central command center. It's all about teamwork, allowing multiple users to access and update customer data in real-time. This type of CRM is perfect for real estate investors who collaborate with agents, brokers, or contractors. With everyone on the same page, teamwork makes the dream work!

Analytical

An analytical CRM is all about diving deep into the data to uncover valuable insights. By tracking and analyzing customer trends over time, this type of CRM helps real estate investors measure the effectiveness of their marketing strategies.

Operational

It's designed to keep your day-to-day operations running like a well-oiled machine. From managing tasks and appointments to handling customer interactions, this type of CRM ensures you stay organized and efficient. For real estate investors juggling multiple deals and clients, operational CRM is a game-changer.

Your Robust CRM Choice

4.3

NetSuite  is the leading integrated cloud business software suite, including business accounting, ERP, CRM, and e-commerce software.

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BUILT-IN FLEXIBILITY

Scale up, spin off, adopt new business models, NetSuite's flexibility lets you do it all, quickly and easily. With every NetSuite upgrade, your configurations and customization migrate seamlessly.

COMMERCE-READY ERP

Your core business system now becomes your customer-facing commerce system with a customizable, customer-specific, pixel perfect experience.

NATIVE BUSINESS INTELLIGENCE

Real-time analytics is the NetSuite user interface. Users know what they should be doing and how they're helping the business, with vital business data displayed from right within the system.

 

What Kind of CRM is Best for Real Estate Investors?

So, which type of CRM is ideal for real estate investors? The answer to this question depends on your individual requirements and objectives. However, a collaborative CRM is frequently a smart option because it enables you to collaborate swiftly and effectively with others.

Nonetheless, an operational CRM may be useful for your organization if your major purpose is to keep everyone on track with various property-related activities.

Benefits of CRM for Real Estate Investors

Here are some benefits of using a CRM for real estate pros:

Enhanced Organization

With a CRM, real estate investors can centralize all their contacts, properties, leads, and important documents in one easily accessible platform. This helps to keep everything organized and eliminates the need for multiple spreadsheets or paper files.

Improved Efficiency

CRM systems streamline repetitive tasks and automate processes such as email communication, appointment scheduling, and follow-ups. This frees up time for real estate investors to focus on more high-value activities like networking, client meetings, and deal analysis.

Better Customer Relationship Management

A CRM enables real estate investors to track all interactions with clients, from initial inquiries to closing deals and beyond. This helps to provide a personalized experience for clients, build stronger relationships, and increase customer satisfaction and loyalty.

Increased Sales and Conversions

By tracking leads through the sales pipeline and identifying the most promising opportunities, CRM software helps real estate investors prioritize their efforts and focus on the most lucrative deals. This leads to higher conversion rates and increased sales.

Data-Driven Decision Making

CRM systems provide valuable insights and analytics that allow real estate investors to track key performance metrics, monitor market trends, and evaluate the effectiveness of their marketing campaigns. This data-driven approach helps to make more informed decisions and optimize business strategies.

[Related article: CRM Real Estate Meaning: How to Use CRM for Real Estate]

10 Best CRM Systems for Real Estate Investors

1. Salesforce 

Salesforce is the renowned CRM choice for real estate investors. Known for its extensive feature set, Salesforce covers essentials like contact management, lead capture, deal tracking, and sales automation.

Real estate agents leverage Salesforce to effortlessly track properties and engage with clients, while also managing marketing lists, schedules, and generating detailed reports—all from anywhere, thanks to its cloud-based platform. Plus, its seamless integrations with popular real estate websites and software programs make it a perfect fit for investors looking to streamline their workflow.

Key Features:

• Contact Management
• Deal Tracking
• Sales Automation
• Customizable Workflows
• Marketing Features
• Mobile Accessibility
• Integrations
• Cloud-Based Platform
• Analytics and Reporting
• And more

Pros:

• Renowned as one of the top CRMs
• Extensive feature set tailored for real estate
• Flexible and scalable to fit any business
• Cloud-based, eliminating the need for installation
• Free trial available for testing

Cons:

• Can be costly, especially for advanced features
• Customizations may require technical expertise or coding knowledge

Pricing:

• Starter: $25 user/month, billed annually
• Professional: $80 user/month, billed annually
• Enterprise: $165 user/month, billed annually

[Related article: How much does Salesforce cost?]

2. Freshsales

Freshsales is a top-notch real estate CRM software that offers a wealth of features and accessible customer service. Notably, its Freddy AI feature provides invaluable insights to guide client interactions, while customizable modules and reports cater specifically to commercial real estate needs. Freshsales offers both a free-for-life platform and a 21-day trial, complete with round-the-clock assistance.

Key Features:

• Freddy AI
• Communication Tools
• Customization Options
• User-Friendly Dashboard
• Email Personalization
• Data Import Tools
• Reporting and Analytics
• Integration Capabilities
• 24/7 Customer Service

Pros:

• Easy-to-navigate interface enhances usability
• Email personalization is simplified with drag-and-drop functionality
• Free option for unlimited users 

Cons:

• Some features require additional payment, making plans expensive
• Users may find importing data cumbersome

Pricing:

• Free plan for up to 3 users
• Growth: $9 user/month, billed annually
• Pro: $39 user/month, billed annually
• Enterprise: $59 user/month, billed annually

3. Pipedrive 

Pipedrive is a CRM designed to supercharge sales teams. With features like lead management, contact management, deal tracking, and sales automation, Pipedrive is a top choice for real estate professionals. Its standout features include seamless integration with call and email software, including Gmail, Outlook, and others. Plus, Pipedrive prioritizes security, ensuring your data is always protected.

With Pipedrive's visual drag-and-drop sales pipeline, you can easily visualize the status of each deal and its likelihood of closing. This feature simplifies time tracking and management, helping you stay organized and focused.

Key Features:

• Lead Management
• Contact Management
• Deal Tracking
• Sales Automation
• Visual Sales Pipeline
• Robust Mobile App
• Strong Security Measures

Pros:

• Visual sales pipeline for easy deal tracking
• Fully-featured mobile app for on-the-go access
• Seamless integration with various software
• Simplified tracking of call and email history
• Strong emphasis on security

Cons:

• Some users find its customization capabilities limited

Pricing:

• Essential: $14 user/month
• Advanced: $29 user/month
• Professional: $49 user/month
• Power: $64 user/month
• Enterprise: $99 user/month

[Related article: CRM for Real Estate: Benefits, Features, and Review of the Top 10 CRMs]

4. HubSpot

Let's dive into HubSpot CRM—a go-to choice for real estate pros. It offers both free and paid versions, packed with essential features like lead tracking, contact management, and email automation. Plus, it seamlessly integrates with popular real estate platforms. This free CRM for real estate investors is your assistant for managing clients, automating tasks, and scaling your business.

The platform can be used to deliver live chat or chatbot support, online customer forms, and a conversation inbox. You may also use it to automate email marketing and build targeted lead lists. This can all be highly beneficial in running your real estate business and giving excellent customer service.

Key Features:

• Lead Tracking
• Contact Management
• Email Marketing Automation
• Seamless Integration with Real Estate Platforms
• And much more

Pros:

• Rock-solid free forever plan
• Loads of features to power your business
• Integrates with popular real estate platforms
• Grows with your business

Cons:

• Paid plans can get pricey

Pricing:

• Starter: $20 per month
• Professional: $450 per month
• Enterprise: $1,500 per month

5. FreedomSoft 

FreedomSoft is the best CRM for real estate investors. It's a powerhouse system that handles everything from lead capture to deal analysis and marketing. With features like property management, contact management, transaction management, and marketing automation, it's got all your bases covered.

FreedomSoft stands out for its affordability, making it accessible to investors of all levels. Plus, it seamlessly integrates with popular real estate platforms and emphasizes automation, saving you time and boosting your deal-closing potential.

Key Features:

• Lead Generation and Follow-up
• Deal Analysis
• Marketing Automation
• Property Management
• Contact Management
• Transaction Management
• Automation of call recordings and document signing
• Access to over 100 million properties worldwide
• Task Management 

Pros:

• Tailored features for real estate investors
• Affordable pricing
• Seamless integration with real estate platforms
• Emphasis on automation

Cons:

• Some users find the interface confusing and challenging to navigate

Pricing:

• SCALE: $497 per month
• GROW: $297 per month
• START: $197 per month

6. Keap 

Keap is an established CRM powerhouse formerly known as Infusionsoft. Perfect for real estate investors, Keap offers robust features like contact management, lead capture, email marketing, and e-commerce. With its reputation and comprehensive toolset, Keap streamlines your business operations.

With Keap, you can effortlessly capture leads from your website and social media channels and then nurture them through automated email marketing campaigns. Plus, it's your go-to hub for managing contacts, tracking deals, and automating your marketing efforts.

Key Features:

• Contact Management
• Lead Capture
• Email Marketing
• E-commerce Integration
• Sales Pipeline Management
• Task Automation
• Reporting and Analytics
• Social Media Integration.
• Mobile Accessibility

Pros:

• Established reputation in the CRM market
• Comprehensive feature set tailored for real estate
• Generous 14-day free trial
• Seamless integration with popular tools
• Mobile accessibility for on-the-go management

Cons:

• Some users find the interface challenging
• Pricing may be high for some users

Pricing:

• Pro: $159 per month
• Max: $229 per month
• Ultimate: $279 per month

[Related article: Top 10 Best Sales Management Software [2024 List]]

7. SyndicationPro 

SyndicationPro is a specialized CRM designed for real estate investors. Tailored specifically for the real estate industry, SyndicationPro centralizes lead, contact, and deal management, providing essential tools to boost success in real estate investments.

SyndicationPro shines in facilitating real estate investment syndication, offering unique features to nurture and track relationships with important investors. Its key features include contact management, a deal room, and an investor portal, emphasizing relationship-building over task management. However, it does include a handy to-do list feature for task tracking and allows for fully customizable landing pages.

Key Features:

• Contact Management
• Deal Room
• Investor Portal
• Task Management 
• Customizable Landing Pages
• Reporting and Analytics
• Document Management
• Communication Tools
• Compliance Management
• Integration Capabilities

Pros:

• Specialized in nurturing and tracking relationships with important investors
• Includes essential features like a deal room and investor portal
• Offers a to-do list feature for task management

Cons:

• As a newer CRM, it may lack some advanced features found in other platforms
• Relatively higher price point compared to other CRMs

Pricing: 

Pricing information is available on request.

8. Forefront 

Forefront is a dynamic and versatile CRM solution tailored to meet the unique needs of real estate professionals. This robust platform empowers agents, brokers, and investors to streamline their operations, manage client relationships effectively, and drive business growth.

One of the standout features of Forefront is its lead management functionality. With powerful lead capture tools and intelligent lead scoring algorithms, users can identify and prioritize promising leads, maximizing their chances of conversion. This enables agents to focus their efforts on the most promising opportunities, ultimately driving higher sales and revenue.

Key Features:

• Contact Management
• Lead Management
• Deal Tracking
• Sales Automation
• Customizable Workflows
• Marketing Tools
• Reporting and Analytics

Pros:

• Tailored for real estate professionals, with features specifically designed to meet industry needs
• Intuitive interface and user-friendly design 
• Customizable workflows and automation streamline operations and boost efficiency

Cons:

• May lack some advanced features found in more specialized real estate CRMs
• Pricing structure may not be suitable for smaller agencies or individual agents

Pricing:

• Starter Plan: $99 per month
• Pro Plan: $199 per month
• Elite Plan: $299 per month

9. LionDesk 

LionDesk is a dedicated CRM solution created specifically for the real estate market, catering to both residential and commercial sectors. Its standout feature lies in its advanced phone calling capabilities, empowering enterprises to efficiently handle a high volume of calls in minimal time. With features like click-to-call and a powerful power dialer, LionDesk revolutionizes call management for real estate professionals.

Key Features:

• Click-to-Call
• Power Dialer
• Outbound Call Queue
• Lead Import Integrations
• Facebook Ads Integration
• Marketing Collateral Design

Pros:

• Advanced call management features enhance efficiency and productivity
• Seamless integration with real estate sites streamlines lead management
• Pre-existing Facebook Ads audience lists simplify targeted marketing efforts
• Simplified design process for digital and printed marketing collateral

Cons:

• Limited customer service availability, restricted to regular business hours

Pricing:

• CRM: $25 per month
• CRM PREMIER: $83 per month

10. Apptivo 

Apptivo stands out as one of the leading real estate CRMs on the market, offering unparalleled customization options and top-notch customer service. With its user-friendly interface and robust features, Apptivo enhances time management and task assignment for real estate professionals.

Key Features:

• Customizable Homepage
• Task Management
• 24/7 Customer Support
• Automation Capabilities
• Apptivo Apps

Pros:

• Exceptional value compared to other CRM options, making it a budget-friendly choice
• Access to 24/7 customer service via phone, live chat, and email ensures prompt assistance
• Built-in contract management tools simplify contract creation and authorization processes

Cons:

• Lack of integration features in the basic plan may limit connectivity with other software platforms
• Initial navigation may pose challenges for users, requiring some time to familiarize themselves with the platform

Pricing:

• Lite: $15 user/month, billed annually
• Premium: $25 user/month, billed annually
• Ultimate: $40 user/month, billed annually
• Enterprise: contact the vendor

Conclusion

In conclusion, we've presented our recommendations for the top CRMs tailored for real estate investors. Selecting the right CRM for your real estate venture involves various considerations.

So, which CRM is the ideal choice for real estate investors? It ultimately depends on your individual requirements and financial resources. However, we trust that this article is a helpful starting point in your quest to find the ideal CRM software for real estate investors.