top-10-real-estate-crms-for-2024

top-10-real-estate-crms-for-2024

Top 10 Real Estate CRMs for 2024

In 2024, real estate agents need CRMs to manage leads, automate tasks, and close deals efficiently. Here are the top 10 CRMs tailored for real estate professionals, their standout features, and pricing:

  • Wise Agent: Lead management, marketing automation, $29/month.

  • Realvolve: Workflow automation, pipeline forecasting, $94/month.

  • Follow Up Boss: Smart lead prioritization, team collaboration, $69/month.

  • LionDesk CRM: Video texting, social media integrations, $21/month.

  • HubSpot Sales Hub: Advanced analytics, lead scoring, $45/month.

  • Zoho CRM: Affordable, customizable workflows, $14/month.

  • Salesforce: Scalable, enterprise tools, $25/month.

  • Real Geeks: IDX website integration, $249/month.

  • Pipedrive: Visual deal tracking, $15/month.

  • Freshsales: AI-powered lead scoring, free to $69/month.

Quick Comparison

CRM

Standout Feature

Starting Price

Best For

Wise Agent

Workflow Automation

$29/month

Individual agents

Realvolve

Workflow Templates

$94/month

Streamlining processes

Follow Up Boss

Smart Lead Routing

$69/month

High-volume lead management

LionDesk CRM

Video Texting

$21/month

Multimedia communication

HubSpot Sales Hub

Revenue Analytics

$45/month

Large teams

Zoho CRM

Social Media Integration

$14/month

Budget-conscious teams

Salesforce

Territory Management

$25/month

Large brokerages

Real Geeks

IDX Website Integration

$249/month

Online lead generation

Pipedrive

Visual Deal Tracking

$15/month

Simplifying sales pipelines

Freshsales

AI-Powered Scoring

Free - $69/month

Scaling operations

Each CRM offers unique strengths, from automation to advanced analytics. Choose based on your team size, budget, and specific needs.

What is the Best CRM for Real Estate in 2024?

1. Wise Agent

Wise Agent is a cloud-based CRM built specifically for real estate professionals. It offers tools to simplify daily tasks and strengthen client relationships. With integrations to over 100 real estate tools - like Zillow and Mailchimp - it also provides unlimited document storage and detailed contact management.

Here’s what Wise Agent brings to the table:

  • Lead management to help you stay on top of prospects

  • Marketing automation for email campaigns and more

  • Transaction management to keep deals organized

  • Team collaboration tools for smooth communication

The platform’s intuitive design and 24/7 support make it a great fit for solo agents and small teams. While there’s a bit of a learning curve at first, their support team ensures you get up to speed quickly.

One standout feature is workflow automation. It handles email campaigns, lead follow-ups, and transaction tracking, cutting down on repetitive tasks. Plus, its integration with transaction management systems reduces manual data entry and keeps everything organized.

Wise Agent combines ease of use with powerful features, making it a solid choice for agents looking to save time and grow their business. Pricing starts at $29 per month for individual agents, with custom options available for teams.

Up next, we’ll take a closer look at Realvolve, another CRM designed to streamline real estate workflows.

2. Realvolve

Realvolve

Realvolve is a CRM designed with a strong emphasis on workflow automation. It helps agents build tailored processes for both internal tasks and client communication, ensuring smooth and consistent interactions. For new users, its library of templates makes getting started much simpler.

The platform works effortlessly with Google Workspace, syncing contacts, meetings, and tasks across systems.

Key lead management tools include:

  • Lead scoring

  • Referral tracking

  • Pipeline forecasting

  • Widgets for tracking year-to-date revenue

Pricing begins at $94 per month, and a free trial is available.

Custom widgets make it easy to monitor performance metrics, while the opportunity management tools let teams keep an eye on leads at every stage of the sales journey.

On top of that, Realvolve streamlines document management by centralizing escrow and property files. This not only saves time but also helps avoid transaction errors. For agents aiming to simplify their workflows without losing the personal touch with clients, Realvolve offers a mix of automation and customization.

Next, we’ll look at Follow Up Boss, a CRM that prioritizes lead engagement and team collaboration.

3. Follow Up Boss

Follow Up Boss

Follow Up Boss is a CRM built specifically for real estate teams, offering tools to simplify lead management and automate daily tasks.

The platform helps agents focus on the most promising clients through smart lead scoring and automated prioritization. Its automation features make it easy to handle follow-ups, schedule tasks, and set up drip campaigns to keep leads engaged. Key features include:

  • Email and text follow-ups

  • Appointment scheduling

  • Task reminders

  • Lead nurturing sequences

It also integrates seamlessly with popular real estate tools and Google Workspace, reducing the need for manual data entry and ensuring client information stays up-to-date across platforms.

The analytics dashboard gives managers real-time insights into team performance, helping them track key metrics and adjust strategies as needed. With collaboration tools, team leaders can assign leads, monitor agent activity, and maintain consistent communication with clients.

For real estate teams looking to grow, Follow Up Boss provides powerful automation and collaboration features. If you're after a more tailored lead management option, LionDesk CRM might be worth exploring.

4. LionDesk CRM

LionDesk

LionDesk CRM is a go-to tool for real estate professionals, offering an easy-to-use interface and reliable mobile access. It’s built to handle the fast-paced demands of today’s real estate market, focusing on three key areas: lead management, workflow automation, and integrations with social media and real estate-specific tools.

The lead management system helps track leads from various sources like online forms, social media, and referrals. It also uses lead scoring to prioritize prospects with the highest potential. Detailed lead profiles allow agents to better understand client preferences and behaviors.

Some standout features include:

  • Customizable email and text message templates

  • Automated follow-up sequences

  • Personalized drip campaigns

LionDesk's integration capabilities are a major plus. It connects seamlessly with popular real estate tools, email marketing platforms, and social media channels. This means lead information is automatically synced across platforms, cutting down on repetitive data entry.

The platform’s mobile-first design lets agents manage tasks on the go. Whether it’s updating leads, scheduling appointments, or sending follow-ups, everything can be done directly from the mobile app.

LionDesk strikes a great balance between functionality and simplicity, making it ideal for individual agents and small teams. For those needing more advanced marketing tools alongside CRM, platforms like HubSpot Sales Hub might be a better fit.

5. HubSpot Sales Hub

HubSpot Sales Hub

HubSpot Sales Hub combines advanced lead management tools with automation features, making it a strong choice for property professionals handling complex sales cycles.

With its lead management capabilities, agents can track interactions - like email opens and website visits - to gain useful insights. The platform's lead scoring system automatically prioritizes prospects based on their level of engagement and property preferences.

HubSpot also simplifies workflows by automating tasks such as lead routing, personalized follow-ups, property listing updates, and appointment scheduling. Pricing starts at $45 per user for basic features, with enterprise plans available at $1,200 per month, offering tools like predictive lead scoring and detailed analytics.

One standout feature is HubSpot's ability to integrate with various tools, including:

  • Property listing platforms

  • Email marketing systems

  • Document signing services

  • Social media channels

Real estate companies using HubSpot have reported a 14% increase in productivity and a 12% improvement in deal closure rates. For larger teams or those looking to expand, the platform provides collaboration tools that allow leaders to track performance metrics, oversee deal pipelines, and refine sales strategies using detailed analytics dashboards.

"HubSpot Sales Hub's comprehensive feature set and scalability make it an excellent choice for real estate professionals looking to streamline their operations and boost sales performance", says Shawn Gerald, a real estate expert based in Charlotte. "The platform's ability to automate routine tasks while maintaining personalized client interactions is particularly valuable in today's fast-paced market."

Although the platform has a steeper learning curve compared to simpler CRMs, HubSpot offers extensive training materials and responsive customer support to help teams get up to speed. The investment in learning often results in improved efficiency and stronger relationships with clients.

For those who prefer a more straightforward, real estate-focused option, Zoho CRM might be a better fit.

6. Zoho CRM

Zoho CRM

Zoho CRM is a solid option for real estate professionals who need a mix of useful features and reasonable pricing. Its easy-to-use interface pairs strong lead management tools with advanced automation, making it a great choice for growing real estate teams.

Plan

Monthly Cost (Billed Annually)

Key Features

Standard

$14/user

Lead and contact management, basic workflow rules

Professional

$23/user

Pipeline management, advanced automation

Enterprise

$40/user

Custom modules, advanced analytics, AI tools

Ultimate

$52/user

Enhanced AI, advanced customization, predictive analytics

One of Zoho CRM's standout features is its integration with a wide range of tools, including advanced analytics and niche real estate platforms that many other CRMs lack. The higher-tier plans offer AI-powered tools that provide predictive insights and automated decision-making, helping agents manage their workload more efficiently.

The platform's automation features simplify tasks like follow-ups and scheduling by responding to lead activity. Lead scoring and engagement tracking allow agents to focus on top opportunities, while real-time analytics give brokers the data they need to optimize team performance and fine-tune strategies.

"Zoho CRM's affordability and customization options make it ideal for scaling agencies", says Shawn Gerald, highlighting its ability to simplify daily tasks.

Zoho also offers 24/7 support and detailed onboarding guides, ensuring teams can get started without a hitch. Its user-friendly design helps teams quickly get comfortable with the system. With competitive pricing and features that grow with your business, Zoho CRM is an appealing choice for small to medium-sized agencies looking to expand.

For larger teams, though, Salesforce might be a better fit, offering even more customization and scalability.

7. Salesforce

Salesforce

Salesforce is a powerful CRM designed for large-scale real estate operations, offering plenty of customization options and room to grow. It combines lead management with automation to help teams work more efficiently. Pricing starts at $25 per user for basic lead management and goes up to $300 per user for advanced features, including analytics and AI-driven tools.

The platform integrates seamlessly with real estate platforms, marketing tools, and property listing services. Its advanced reporting tools give users a clear picture of lead conversion rates, property trends, and team performance, helping businesses make smarter decisions. Features like territory management and customizable analytics dashboards are especially useful for multi-office brokerages handling complex sales territories.

"Salesforce's scalability and tailored workflows make it a standout choice for large agencies", says Shawn Gerald.

Salesforce's AI-driven tools and tailored features allow agents to focus on high-priority activities. Its 24/7 customer support and extensive knowledge base ensure teams can quickly address any issues.

While Salesforce is ideal for larger teams needing customization, Real Geeks offers a more specialized solution for real estate-specific workflows.

8. Real Geeks

Real Geeks

Real Geeks is a CRM built specifically for real estate professionals, designed to simplify lead management and automate workflows from sources like websites and social media.

Its lead tracking features include automated follow-ups and scoring, allowing agents to prioritize leads with the most potential. With tools like automated email campaigns and appointment scheduling, it helps streamline daily tasks.

Real Geeks integrates seamlessly with Google Workspace and social media platforms, making it easier to manage interactions across multiple channels. The intuitive dashboard provides a clear overview of lead statuses, tasks, and upcoming appointments.

"Real Geeks' comprehensive lead management and workflow automation tools are essential for streamlining real estate operations", says Shawn Gerald, highlighting how efficient client management is key in the Charlotte market.

For teams, it offers features like agent coordination, performance tracking, and customizable workflows, making it a great fit for both solo agents and mid-sized teams looking to improve their lead management processes.

Though Real Geeks is tailored for real estate workflows, Pipedrive remains a strong option for those seeking a more general approach to managing sales pipelines.

9. Pipedrive

Pipedrive

Pipedrive stands out with its easy-to-use visual pipeline system, helping agents track deals from the initial contact to closing. Its intuitive interface allows agents to monitor leads effectively and focus on high-priority opportunities.

The platform offers customizable pipelines, which can be tailored to fit workflows for residential, commercial, or rental transactions. Agents can even set up multiple pipelines to manage different property types or transaction categories simultaneously.

With Smart Contact Data, Pipedrive automatically enriches client profiles by pulling relevant online details. This gives agents a better understanding before reaching out to clients. The mobile app ensures agents can manage their pipelines and respond to leads anytime, anywhere.

Feature Category

Included Capabilities

Lead Management

Visual Pipeline, Lead Scoring, Smart Contact Data

Automation

Email Sequences, Task Management, Follow-up Reminders

Integration

Google Maps, Mailchimp, Zapier, Email Platforms

Analytics

Performance Tracking, Revenue Forecasting, Activity Reports

Teams also benefit from shared calendars, inbox management, and tools for tracking performance. The reporting features provide insights into conversion rates and deal progress, helping agencies refine their sales strategies. Integrations like Google Maps and Zapier make it easier to handle real estate-specific tasks.

"Pipedrive's visual approach to pipeline management has revolutionized how we track our real estate deals. The ability to see exactly where each opportunity stands has improved our closing rates by 27% in the first quarter of using the platform", shares a real estate agency using the Professional plan.

Pricing starts at $15 per user per month, with advanced features like revenue forecasting and team management available at $49 per user monthly.

For agents looking for a clear and visual way to manage deals, Pipedrive simplifies the sales process and boosts efficiency. While its pipeline system is perfect for tracking transactions, Freshsales may be a better fit for those needing more extensive CRM tools designed for real estate growth.

10. Freshsales

Freshsales helps agents handle leads efficiently, automate tasks, and maintain personalized client connections - key elements for succeeding in today’s competitive market. Its AI tools prioritize leads and simplify client interactions, letting agents focus on closing high-value deals.

Custom workflows take care of follow-ups, task assignments, and reminders, triggered by client actions. Plus, the AI assistant suggests the best follow-up times based on client engagement patterns, boosting response rates.

Feature Category

Capabilities

Lead Management

AI Scoring, Contact Enrichment, Activity Tracking

Automation

Custom Workflows, Email Sequences, Task Management

Communication

Built-in Phone, Email Integration, Meeting Scheduler

Analytics

Deal Insights, Performance Metrics, Revenue Forecasting

Integration

Google Workspace, Property Listing Platforms

Freshsales offers a free plan for solo agents, with paid options starting at $15 per user per month, going up to $69 for enterprise-level features.

For real estate professionals handling various property types, Freshsales provides customizable pipelines designed for different transaction categories. It integrates smoothly with Google Workspace and property listing platforms, creating a centralized hub for managing client interactions.

"The AI-powered lead scoring in Freshsales has transformed how we prioritize potential buyers and sellers. The automation capabilities have helped our agents save an average of 15 hours per week on routine tasks, allowing them to focus more on building client relationships", says a Charlotte-based real estate expert using the Professional plan.

The platform’s user-friendly design minimizes the need for extensive training, making it ideal for agencies that want to onboard new agents quickly while ensuring consistent client communication. Advanced segmentation tools organize contacts based on preferences and transaction history, enabling targeted communication.

With its AI-driven features and scalable options, Freshsales stands out as a solid choice for agencies aiming to improve efficiency. Up next, let’s see how these CRMs compare side by side.

Comparison Table

Here's a breakdown of the top 10 CRMs, highlighting their standout features, pricing, integrations, and ideal use cases:

CRM

Standout Feature

Starting Price

Key Integrations

Best For

Wise Agent

Team Calendar

$29/user/month

DocuSign, Google tools

Individual agents new to CRM systems

Realvolve

Process Library

$39/user/month

Google tools, Zapier

Agencies focused on streamlining workflows

Follow Up Boss

Smart Lead Routing

$69/user/month

Zillow, BoomTown

Teams managing high lead volumes

LionDesk CRM

Video Texting

$21/user/month

MLS, Social Media

Agents using multimedia communication

HubSpot Sales Hub

Revenue Analytics

$45/user/month

Gmail, LinkedIn

Large teams needing detailed reporting

Zoho CRM

Social Media Integration

$14/user/month

Google Ads, Twitter

Budget-conscious teams

Salesforce

Territory Management

$25/user/month

Marketing Cloud

Multi-office brokerages

Real Geeks

IDX Website (property search)

$249/month

Facebook Ads

Agents focused on online lead generation

Pipedrive

Visual Deal Tracking

$14.90/user/month

Gmail, Slack

Teams handling diverse property types

Freshsales

AI-Powered Scoring

Free - $69/user/month

Property Platforms

Agencies looking to scale operations

Each CRM has its own strengths. For example, Wise Agent's team calendar makes collaboration easier, while Follow Up Boss optimizes lead distribution with its smart routing feature. HubSpot Sales Hub caters to larger teams with advanced analytics, though it comes with a higher price tag [1].

If automation is a priority, Freshsales and LionDesk are strong contenders. Meanwhile, Realvolve's process library is ideal for those seeking customization and workflow control [1][3].

These insights should help narrow down the best CRM for your business goals.

Conclusion

Choosing the best CRM for your business boils down to understanding your specific needs, goals, and budget. Each platform brings distinct features tailored to different business sizes and operational demands.

For smaller teams, options like Zoho CRM ($14/user/month) and Pipedrive ($14.90/user/month) deliver core tools to manage client relationships effectively [2][5]. Mid-sized agencies often benefit from platforms such as Realvolve or Follow Up Boss, which provide advanced functionality without overwhelming complexity [4].

Larger brokerages or multi-office operations may find enterprise-level solutions like HubSpot Sales Hub and Salesforce better suited for their needs. These platforms offer in-depth analytics, territory management, and advanced customization to handle more complex workflows [1][2].

When deciding on the right CRM, keep these factors in mind:

  • Scalability: Ensure the platform can grow alongside your business.

  • Integration: Check for compatibility with your current tools.

  • Ease of Use: Pick a system your team can adopt efficiently.

  • Return on Investment: Assess potential time savings and improved results.

"CRM tools are essential for enhancing client engagement and driving sales results, aligning with specific business goals", says Charlotte-based real estate expert Shawn Gerald.

Whether you're managing high-end properties in bustling cities or suburban listings, your CRM should simplify operations and help you deliver outstanding client service [1][3]. Use this guide as a starting point to find the CRM that aligns with your growth and client management objectives.

FAQs

What CRM do most real estate agents use?

Real estate agents often choose a CRM based on their business size and specific needs. Here's a breakdown of popular CRMs and their strengths:

Business Need

Most Popular CRM

Key Strength

Lead Management

Follow Up Boss

Smart lead routing and automation

Enterprise Scale

Salesforce

Broad features and extensive customization

Marketing Integration

HubSpot

Seamless sales and marketing tools

Customization

Zoho CRM

Flexible workflow automation

New Agents

Pipedrive

Easy-to-use interface

Smaller agencies often lean toward Zoho CRM for its features and affordability, while larger brokerages prefer Salesforce for handling complex operations [4].

For property management and workflow automation, tools like Realvolve offer specialized features such as lead scoring and tailored workflows. When choosing a CRM, agents should consider:

  • Growth potential and scalability

  • Features suited to their market segment

  • Training and support options

CRMs like Follow Up Boss and Real Geeks also stand out with industry-specific tools and integrations with property listing platforms, making them appealing for many real estate professionals [2].

Selecting the right CRM can make a big difference in managing leads, improving workflows, and achieving business goals.

WORK WITH SHAWN

My top priority is to serve my clients to the best of my ability. My goal is to provide valuable service to the community I serve in any way that I can. My discipline and work ethic from my time in the Marines have carried over into my career as a Real Estate Agent. I am excited to help you achieve your real estate goals and look forward to hearing from you soon!

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