3 years ago

This article showcases our top picks for the Best CRM Software For Real Estate. 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.


ResiDesk

This product was recommended by Shane Neman from Neman Ventures

ResiDesk is a SaaS that sits on top of any property management software (integrates with Yardi, AppFolio, Buildium, etc) and is specifically made for multifamily property owners/managers/investors. It streamlines communications through different channels (phone, text/sms, email, etc) from your tenants and prospective tenants into one communications hub and also uses advanced analytics and AI to help investors do things like identify which tenants are in danger of turnover, close record numbers of prospective tenants by reducing response times, and helps you not exceed budget forecasts. None of this is possible with traditional property management software or other CRM tools on the market today.


RESimpli

This product was recommended by Luke Smith from Avoid Foreclosure In Kentucky

The platform is a business in a box. It’ll hold all of the customer or lead’s data, SMS & phone call data, generate tasks, project management, electronic documents/signatures, direct mail, and bookkeeping. It has everything all in one place, so you don’t have to use 15 different service providers for all of the data. It will even track your KPI’s so you can see the performance of the business and the systems in place.


LionDesk

This product was recommended by AJ Chinn from Phenomenal Homes with AJ Chinn

LionDesk is the most well-rounded CRM I have used for my real estate business. Unlike a lot of other CRMs, it is user friendly. It also has all of the features that I need for my business, including automated texting. I found it difficult to find a CRM that had the texting function, but LionDesk has it and it works accurately. Not to mention their service is extremely affordable at $25 per month.


HubSpot CRM

This product was recommended by Usman A. Khan from PureVPN

HubSpot CRM is 100% free. Forever. is designed to grow businesses, and making jobs easier for people. Its features include contact management, email templates, and meeting schedule. HubSpot CRM is designed to help the user sell faster and better. The tool is ideal for companies that want to scale and has the ability to add full-service marketing and service tools.


Streak for Gmail

This product was recommended by Tal Shelef from CondoWizard

It is a handy Google Chrome extension that helps manage our company’s and agent’s leads and transactions straight from Gmail. It means we don’t have to continually switch between customer relationship management (CRM) systems and Gmail which effectively saves time and money. We can also view a snapshot of our real estate pipeline at the top of our inboxes with deals organized under colorful headings. If we click into a deal, we can already see the contact details such as lead scores,and previous interactions so we can quickly evaluate where we’re at and make informed decisions. You can also perform simple email merges, track email views,create email filters and set reminders without breaking your workflow. Most importantly, Streak is highly customisable for your needs. You can create different message templates, save deal views, adjust commission formulas and customize columns. It is a great buy for 49$ per month of subscription.


Chime CRM

This product was recommended by Michelle Goetzinger from MichelleGoetzinger

I highly recommend Chime CRM for a few reasons 1. Chime is an easy-to-use, all inclusive package that includes: Fully featured CRM, customizable website platform with IDX connection, trigger based marketing (both email & text), AI assistants in the platform and much more. 2. The Chime community. Whether it be their private Facebook group where you can ask questions and receive a bunch of helpful responses or work with a variety of 3rd party companies that offer affordable training and services – the community makes the product so much better.


Top Producer

This product was recommended by Cyrus Karl from McAuliffe Vaghar Partnership

We use Top Producer as it is made specifically for real estate agents. I have found the contact information to be as reliable as even the most expensive CRMs. One of my favorite features is the MLS Property Insights, which allows me to study a home before calling it’s owner. With a traditional CRM, I would have had to pivot between multiple tabs to gather all the information I would need before contacting a homeowner.


Pipedrive

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.

Don't Miss

Agile development stands at the forefront of the software industry, championing an iterative, high-speed approach reliant on effective team communication and collaboration for success. This piece underscores the indispensable role played by dedicated development teams in agile projects, shedding light on their significance, advantages, challenges, and vital management techniques. Engagement Models in Software Development As businesses embark on software development endeavors, they confront a pivotal decision in choosing the most suitable engagement model for collaborating with skilled teams. Fixed-Price Model Ensures project completion within set timelines and budgets, but may lead to increased costs for desired changes, limiting customization options. Time and Material Approach Offers flexibility by compensating teams based on hours dedicated to the project, allowing for easy adjustments and ideal for projects needing intermittent attention. 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. Businesses can readily modify the team size to match project needs without interrupting ongoing work, ensuring projects remain on schedule and are delivered punctually. Comparing In-House and Outsourced Development Teams In-House Development Team: An in-house dedicated team comprises full-time employees working solely for one company. They have deep knowledge of the company's culture, practices, and technology, smoothly handling projects from start to finish. However, there are challenges with in-house teams: Cost Concerns: Maintaining an in-house team can be expensive, including expenses like recruitment, training, salaries, and benefits, which may strain smaller companies or startups with limited budgets. Expertise Limitations: Internal teams may lack specialized knowledge, technical skills, or industry-specific expertise compared to external teams, particularly in niche industries or specific skill sets. Scalability Issues: In-house teams may struggle to adjust their capacity swiftly to meet changing project demands or priorities. Flexibility Constraints: Internally-based teams may find it challenging to accommodate varying working hours, meet project deadlines, or adapt to different methodologies compared to outsourced teams. Outsourced Development Team: External dedicated development teams, sourced from third-party providers, focus solely on the organization's projects. These professionals offer numerous advantages: Cost Savings: Outsourced teams often provide competitive pricing, reducing expenses on infrastructure, technology, and overhead costs. Access to Expertise: Engaging with a software outsourcing company grants access to specialists from a global talent pool with the required skills and experience. Scalability: Outsourced teams can adjust their workforce to match fluctuations in project scope and priorities, making them valuable for businesses. Flexibility: Remote outsourcing allows for greater flexibility in working hours, project deadlines, and delivery processes. Outsourced development team offers benefits despite challenges like language barriers and time zones. Good communication and teamwork can help overcome these issues. Leaders should consider these advantages when deciding on the best approach for their company's goals. Wrapping Up Having a dedicated team is crucial for success in agile development. Consider the pros and cons of internal versus outsourced teams. While internal teams offer control, they can be more expensive, whereas outsourcing provides expertise at lower costs. If you decide to go with an outsourced dedicated team, VT Labs can provide skilled engineers to meet your agile development requirements.

Dedicated Teams: The Backbone of Agile Development

Agile development stands at the forefront of the software industry, championing an
Accelerating Global Collaboration: The Future of Fast File Transfer Technologies

Accelerating Global Collaboration: The Future of Fast File Transfer Technologies

In an era defined by instantaneous communication and the global exchange of