CRM tools for realtors
Denise Aug 05, 2019 Uncategorized 0

CRM tools for realtors

 

If you want to build strong and fruitful relationships with your customers, you need to find the best CRM tools for realtors.  Your business relationships require you to know about each and every client (i.e. finances, needs etc.).  For this reason, it is essential that you are utilizing the right customer relationship management (CRM) software for your business set up.

Here are our picks for the top 10 CRM tools for realtors.

 

 

crm tools for realtors

 

When it comes to CRM tools for realtors, Propertybase is a top pick.   If you need a CRM software that is more than just a place to house all your contacts, then Propertybase may be the solution for you.   It is one of the most robust platforms available and has tons of great features including lead generation and website development. As a result, the cost is a bit higher but the actual cost per feature is pretty low.  Furthermore, the IDX integration feature alone makes this software well worth the higher monthly fee.

Pricing:

  • IDX Integrated CRM$ 89 / Month
  • IDX Integrated CRM plus Website & Lead Gen $399 / Month

Why people like it:

  • It is based on the Salesforce framework.  This makes this software super versatile, customizable, and plugins can be easily used.  If you are at the enterprise level, this will be especially attractive.
  • There is a built in interface with the MLS. This means you have everything housed together and you won’t need to go back and forth between your CRM and your browser.
  • You can send mass email.  Most CRM software does not let you send out mass amounts of emails.  As a result, this will do away with having to use another service to send out your email campaigns.

 

 

Image result for follow up personal crm logo

 

The power of CRM is undeniable when it comes to organizing and staying on top of leads and customers.  For this reason, personal CRM systems are becoming increasingly popular as it helps individuals do the same thing. FollowUp is our favorite pick for a personal CRM that is built on top of Gmail.  It will help you keep in touch with the people that are key to your business.

Pricing:

  • *They offer a free trial
  • Starter plan: $18/month (billed annually)
  • Professional plan: $29/month (billed annually)
  • Salesforce Edition: $40/month (billed annually)

Why people like it: 

  • Your contacts are centralized right in gmail so you take action in real time as you communicate with them.
  • Allows you to keep detailed notes on every contact like how you met, any phone call details etc.  Most importantly, this will help to grow your business relationship.
  • You have the ability to set reminders to follow up with someone.  This is an important feature that will help you never to drop the ball again when it comes to following up.

Zendesk Sell (for larger teams)

 

crm tools for realtors

Zendesk Sell (formerly Base CRM) is designed specifically for salespeople. With this software you get an all-in-one platform that gives you seamless contact management and automated communication tracking that will help you strengthen your business relationships.

Pricing:

  • *They offer a 30 day free trial
  • Team plan ($25/user/month)
  • Professional plan ($59/user/month)
  • Enterprise plan ($125/user/month)
  • Elite plan ($2,388/user/year)

Why people like it: 

  • Very user friendly and customer service is great.
  • Easy to customize to your needs and makes client communication so much smoother and streamlined.
  • Everything is in one place.  You are able to bring in all the functions of your business from calls to closings.

 

  • Outreach (larger, tech-forward sales teams)

 

Image result for outreach.io logo

 

 

 

 

 

 

Outreach is a sales engagement and sales management platform.  It is geared towards medium-sized to large enterprises .  You will get all the sales automation and sales engagement tools you need to improve the performance of your sales teams.  In addition, this CRM tool will help your sales team acquire more sound prospects and close more deals by analyzing your sales activities.

Pricing:

  • Not provided openly by the vendor but looking at similar companies you can expect a cost around $60 to $100 for basic features and as you add more extensive features the cost can go up towards $200 to $1,000+ per month.

Why people like it:

  • User friendly and has great functionality when it comes to tracking sales.  This helps you to stay on top of both prospecting and lead gen.
  • Great at expediting the sales process with its automation of emails, follow-ups, sales tasks etc. It really helps with allowing the user to focus on selling while it helps streamline the background details.

 

 

Image result for Zoho CRM logo

Zoho is a cloud-based CRM solution.  It is geared towards small and medium sized businesses.  Its interface offers tools like sales and marketing automation and lead management.  It also offers help desk and customer support, product configuration and reporting and customer analytics.

Pricing:

  • 15 day free trial
  • Offers a free plan that will give you access for up to 3 users. With this, you will get sales leads, marketing, customer support automation along with both  reporting and forecasting tools.
  • The Standard plan is $12 per user/month, billed annually (or $15 each month).
  • Professional level $20 per user/month ($25 for month to month)
  • Enterprise level is $35 per user/ month ($40 for month to month)
  • Ultimate level is $100 per user/month, and must be paid on an annual basis.
  • Zoho CRM Plus is $50 per user.  This includes access to Zoho’s other products like Zoho Motivator, Zoho Social and Zoho Survey.

Why people like it:

  • The mobile edition can be accessed on iPad, iPhone and Android devices.
  • Zoho integrates with several existing software solutions, including Sharepoint, Google Docs and Microsoft Office.
  • This tool is both feature rich, affordable and easy to use.

 

 

crm tools for realtors

 

Pipedrive is both a CRM  tool and a pipeline management solution.  It will give you the ability to both schedule sales activities as well as monitor potential deals.  This tool is cloud based as well so you can access it from  any web browser or dedicated mobile apps. Pipedrive organizes your leads so that you always have a clear overview of your sales allowing you to put attention towards those deals that are a priority.

Pricing:

  • Provides a 14 day free trial.
  • Silver plan ($15/month/user)
  • Gold ($29/month/user)
  • Platinum ($59/month/user).
  • If you choose to pay the year upfront, they give you a 17% discount.

Why people like it:

  • Integrates with: Mailchimp, Gmail, Xero, SharpSpring, Hubspot,  Slack, Quickbooks.
  • Set up is fast and easy and detailed  tasks are straightforward and fast to perform.
  • Their software is mobile optimized.
  • Integrates easily with Google Calendar, Google Contacts, and other Google apps including many other  popular third-party business systems.

 

 

crm tools for realtors

 

Real estate agents love this CRM system for its affordability and extensive list of features.  Their features include everything from lead management to marketing tools.

Pricing:

  • Offers a free 14 day trial
  • $29/month or $299 billed annually-  allows you to add up to 5 team members.
  • Contact them directly for pricing of their Enterprise plan.

Why people like it

  • If you are on a budget, this is an affordable option with lots of features.
  • Wise Agent integrates with Facebook for Business, Google Chrome Extension, Home Junction, HouseHunt, Google Calendar,  MailChimp, Real Geeks, Zapier and Easy Agent PRO .
  • 24/7 x 365 Live Support and you don’t have to sign a contract.

 

 

Image result for Salesforce Sales Cloud Lightning Professional CRM logo

 

Salesforce CRM software is targeted towards businesses both big and small.  This software is robust in its features and capabilities.  The Salesforce app has capabilities that allow you to stay on top of everything from tracking sales leads to monitoring marketing campaigns.

Pricing:

  • Free 30 day trial
  • Sales essential: $25/user/month.  Includes basic CRM features, contact and account list management, and tracking.
  • Lightning professional: $75/user/month
  • Enterprise: $150/user/month
  • Unlimited: $300/user/month

** As you go up in plans, you can add more detailed information to your accounts, have access to more marketing features like marketing campaigns and sales team collaboration.

What people like about it:

  • Highly customizable with lots of robust features.
  • Integrates with many other software and services making the whole user experience more seamless.
  • Easy set-up and easy to use.  No need to change software as your business grows.

 

 

Image result for lion desk logo

 

LionDesk is a popular real estate CRM software.  It offers a comprehensive set of features and is highly customizable.  It also offers great marketing tools like the ability to send emails with video content.  This is a great software choice for individual agents all the way up to larger teams. This software will help you better manage your client relationships as well as nurture your leads all in one place.

Pricing:

  • $25/ month.  If you are part of a team or brokerage, they offer a modified version of their CRM for about $20 per agent/month.

What people like about it:

  • Very user-friendly and the set up is easy.
  • When sending out mass emails, you can add in things like video and texts. Something most CRM software does not offer
  • You can set up calls to be made with certain scripts.  This works out great for clients that are in different parts of the sales funnel.

Try out these best CRM tools for realtors and take your business to the next level

As a real estate agent, it is essential that you build strong business relationships with your clients.  For this reason, using a CRM software is not only beneficial but crucial to the overall success of your business.  We think the above list consists of the best CRM tools for realtors.  If you are not ready to commit to one, consider doing a free trial to see what works best for you and your business.

Do you have any CRM tools that you think are great too?  Drop us a comment below!

 

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