Experts Tell us the Best CRM Software For Real Estate Agents

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3 years ago

This article showcases our top picks for the Best CRM Software For Real Estate Agents. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.


This product was recommended by Sabrina Beaumont from Passion Plans

One of the most important things for real estate agents is to easily be able to enter data into their CRM when they are on the move, why a mobile solution is an important necessity of a CRM for a real estate agent. With its incredibly visual interface, ease-of-use and strong mobile capabilities, the choice is obvious.’


This product was recommended by Shad Elia from We Buy Houses Here

AgileCRM is all-in-one, affordable and next generation CRM software. With this you can automates your sales, marketing and services on one platform. One main feature of this software is that it prevents any type of data leakage and enables consistent messaging. Compared to all other CRM softwares, this one is more affordable considering the modern features, integration, implementation and great support. It’s cloud based SaaS service makes it mobile-ready, fast, and reliable to use.


This product was recommended by Britt Chester from TRIBUS

TRIBUS CRM provides the perfect balance through customization and allows you to include the features that you need, because every brokerage and every agent is different. One example of how differently we approach things — we asked agents how they thought about working with their leads. Overwhelmingly, they told us that they remembered things in a timeline format. Through our activity stream, your agents can do just that – managing their leads the way that makes sense to them. If you need help navigating through the different features to determine what works best for your individual needs, our Client Care team will walk you through the system. You can also work with our project management team to scope out the exact specifications you need. This allows our CRM to work within your workflow, not vice-versa. This means that you will ultimately have the features and functionality of a system that is at your disposal to work with you and your business and help you be successful. And remember that we not only customize the entire system to your needs, but also can change it anytime in the future just for your company. One of our clients’ favorite features of our CRM is our integrations. Connecting with over 150 products, TRIBUS CRM is poised to be the central place for your agents to best work with their clients and leads. Additionally, the TRIBUS CRM includes our full real estate intranet platform.

Wise Agent

This product was recommended by Chris Kirshenboim from Chris Buys Homes in St. Louis

Wise Agent is a CRM for real estate agents that’s simple, smart, and affordable. It integrates with just about everything and (most importantly) allows you to provide an amazing customer experience for your clients. Manage your contacts, find leads, manage your transactions, market yourself, receive monthly reports, and so much more.

HubSpot CRM

This product was recommended by Ajmal Dar from Moccasin Guru

It’s essential to have a CRM for organizing your record, keeping track of your prospects, obtaining information digitally, automate repetitive tasks, and so much more. It’s impressive that CRM software can do a multitude of things, such as those I’ve mentioned. That said, what I think is best for a Real Estate agent is HubSpot CRM. It’s the best in making your task almost effortless, and it’s user-friendly.


This product was recommended by Cindy Sosa Sanchez from Mo Wilson Properties

I have been using the CRM, REIReply, for about six months now. It was made for real estate investors; however, I also use it for my Realtor and construction business. It is very versatile. I love it because it is so much cheaper than other CRMs out there and does not require a startup fee. It’s an all-in-one system. The only downside is that it is in the beta stage, which is why it’s so cheap. However, they are continually adding new features and I have been grandfathered in so my monthly price of $50 is locked in for life. In my opinion, all the features it offers and the low cost outweigh the beta stage con.

Zoho CRM

This product was recommended by Collin Couey from SoftwareAdvice

We recommend it because of its advantages like- – Offers sales and marketing automation tools. – Helpdesk, analytics, and customer support functions. – Integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce. – AI-powered sales assistant.


This product was recommended by Christian Saunders from Christian Saunders Real Estate

I think Liondesk is a great CRM for new and experienced agents who want to automate some of their marketing. It allows you to automate text and email follow-ups by simply entering a warm lead into the CRM. It’s affordable too at less than $30 per month so it’s great for agents who might not have a huge budget yet.


This product was recommended by Chris Prasad from JookSMS

When looking for the best CRM for your real estate business, it’s important that you are taking into consideration the important features you might need. For the basics, you want to define important variables such as how big your database is, your budget for the software, and the main purpose. When it comes to the best CRM that fits all realtor needs, Propertybase is the best available. Propertybase is based on the Salesforce model included with advanced functionality to manage an intricate team of people who work remotely in keeping everyone on the same page. You are able to access mass email campaigning as well as matchmaking for leads. This CRM offers the absolute best data management making it easier to export reports on various metrics about clients.

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Dedicated Team Model Balances fixed-price and time & material models, employing specialized teams for adaptable project scopes, ensuring reliability and flexibility in long-term delivery. The Importance of Dedicated Teams in Agile Development Agile development relies on dedicated teams, diverging from traditional project management methods. These teams prioritize frequent collaboration and communication to swiftly adjust requirements and task priorities. Comprised of professionals fully committed to the project, dedicated development teams collaborate to deliver innovative solutions and top-tier results. This section explores their crucial role in agile development and essential strategies for effective team management. Success in agile development depends on the expertise and cooperation of dedicated teams. Efficient communication, coordination, and excellence from every member are crucial for timely results, highlighting the necessity of dedicated software developers. Clear alignment with core business goals and expectations is essential for project success. The Advantages of Employing a Dedicated Team in Agile Development Using a dedicated development team in agile projects has many benefits. Firstly, their commitment ensures excellent results, boosting project success. Secondly, their teamwork increases productivity. Lastly, having a dedicated team improves oversight and control over the project's progress, aiding in accurate outcome estimation. Improved Collaboration and Communication Engaging a dedicated development team in agile projects also yields enhanced collaboration and communication advantages. This dedicated group fosters close cooperation among remote team members, bolstering comprehension of roles and responsibilities and accelerating progress towards business objectives. Establishing dedicated software development teams helps alleviate miscommunication and ensures alignment towards shared goals. Employing a dedicated team also fosters transparency, encouraging open expression of thoughts, seeking advice, and addressing concerns. Quality Assurance and Timely Delivery A dedicated development team in agile development leads to enhanced quality assurance, expedited delivery times, and early issue detection. Collaborative efforts enable swift and effective resolution of such matters, facilitating prompt progress to subsequent tasks. Implementing a dedicated software development team helps minimize delays and ensures alignment with quality expectations. Furthermore, dedicated teams operate with heightened productivity, enabling swift completion of development tasks and adherence to project deadlines. Flexibility and Scalability By enlisting a dedicated development team, projects become more adaptable and scalable. This enables easy adjustment to changes in market conditions or requirements. 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