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Experts Tell Us the Best CRM Software For Real Estate Investors

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This article showcases our top picks for the Best CRM Software For Real Estate Investors. 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 Jonathan Faccone from Halo Homebuyers

The Pipedrive platform allows me to customize sales funnels so I can visualize the entire sales flow from when a lead comes into our funnel to when we close the transaction. We can create as many funnels as we want that pertain to different aspects of our business including project funnels. Some of its great features are that it allows me to automate activities and follow up emails, create email templates, invoices, and links with a ton of third-party applications. It also has an insights page that allows you to analyze your financials and gives tons of important marketing statistics. It also has an amazing mobile app that allows me to manage my business from anywhere. This platform and has literally been responsible for transforming my business, doubling revenues each year for the past three years.


This product was recommended by Steve Johnson from BootMoodFoot

Salesforce, as always, is the best CRM for investors. It will let them streamline their sales pipeline and improve sales processes. It provides powerful and accurate reporting on sales progress. Additionally, it is user-friendly and easy to use.


This product was recommended by Guy Nizri from The Local Home Buyers

This CRM was listed as the best CRM for real estate agents a while ago so I decided to use it. It is listed as the best CRM for real estate agents by providing a very helpful, reliable software that also has some add-ons that are unique. This tool is easy-to-use and can be put to work right away. Use their bulk texting feature to save time and let the AI feature automatically follow-up for you.

Beast Mode CRM

This product was recommended by Lucas Machado from House Heroes

Podio, a highly customizable CRM, is the gold standard in the industry, but there are many different custom Podio implementations out there. Beast Mode CRM is one of the best due to their excellent customer service and breadth of features, including automated follow up functionality. Part of the reason why it’s so great is that it’s built by real estate investors who use it in their own business every single day.

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