A Detailed Guide To Best CRM For Real Estate

  • 20 Sep
  • Sellxpert

A Detailed Guide To Best CRM For Real Estate.

When the housing market is booming, all you can think about are your ever increasing sales and it does not take long for sales to start piling up. But we know that when you are aiming for greatness, there is never such a thing as too much organization With a CRM system set up correctly, sales will become even easier than they already are plus there will be no risk of losing important client information

A CRM (customer relationship management) system acts as an online database, allowing you to manage your contacts while saving time on manual data entry.

If you are new to using a CRM and want a low-risk way to get started, we have compiled a list of free best CRMs for real estate. Those looking for more real estate-specific CRMs should consider investing in one of the paid systems, which offers more functionality at a higher price.

Top 5 Best CRM For Real Estate

A real estate CRM aids in the management of all communications with leads and clients. CRM tools are becoming increasingly important to real estate agents daily work and the success of their brokerages. The best real estate CRM will be industry-specific, including features such as email and text messaging, lead follow-up tools, and click-to-call capabilities.

 There are many different CRM tools available to businesses that can be customized to accommodate the requirements of real estate agents - no matter how general or specialized they may be. There are certain features within these particular types of software that make it easier for these professionals and we have compiled a list of the best ones below, all of which were created just for this industrys requirements.


Pipedrive provides CRM for commercial real estate agents. The platform simplifies reporting by providing more information to your agency. For example, information about current customers, their financial situation, or conversion rates. Managing each contact and monitoring each of them may be too much to handle alongside ongoing business tasks.

With Pipedrive, real estate agencies can easily segment their sales funnels and keep them engaged. They make it easier to automate follow-ups with customizable email templates - like sending a personalized message to your tenants on their every anniversary of moving into their house.

The CRM for commercial real estate also includes a mobile app- available on both iOS and Android platforms. This way, you would not miss out on any potential prospects!

 HubSpot CRM

Without a doubt, HubSpot CRM is one of the best free real estate CRM solutions. HubSpot includes tools like customizable email templates, call tracking, sales automation, and pipeline management. It works well with email marketing software to improve contact outreach. This allows it to automate follow-ups, schedule, and track emails using the email analytics feature.

 As HubSpot CRM is a part of the Sales Hub, users can also access Marketing Hub, CMS, or Service Hub.

 Real estate CRMs focus largely on developing a one-of-a-kind experience with every single contact, lead list, prospect, and so forth. For instance, HubSpot provides an individualized private chat function if you upgrade your plan. They can also create a live notification section to stay in touch with prospects through the CRM system. Alongside this integration of Google Calendar too - realtors or realty agencies can set up reminders or schedule meetings.


Propertybase provides a suite of tools, including lead generation and marketing activities, in addition to powerful real estate CRM features. With so many available options, the software is perfect for team members, real estate agents, marketers, or even brokerages to convert leads into lifelong clients.

Propertybase will also help you gain a higher level of efficiency and simplify the process of managing all your agents leads. Collecting this data will make it easier for every person to handle more important tasks. In other words, this helps them focus on more important tasks and build stronger relationships with their clients; making every team members job easier.

 LionDesk CRM

LionDesk is an integrated CRM platform designed to make it easier for real estate professionals to manage their clients. LionDesk can track all of your email, phone call, and message interactions in one easy-to-search place so you can always stay on top of new leads without missing a beat.

You can create shortcodes for signage and campaigns are easy to build too, where you can integrate social media marketing platforms with just a few clicks of the mouse. Tools like these will make it easy for potential clients to contact you immediately wherever they are located - saving time so that they would not have to speak over the phone!

This also allows you to create new opportunities for communication, remind yourself about work assignments, execute marketing tasks quickly, and create ads for social media networks, all with just one easy tool.

 Top Producer

Top Producer CRM provides you with a full view of your sales pipeline and allows you to track potential clients. Track, manage, and nurture leads with ease with one easy-to-use mobile interface while syncing up all of your contact information.

This platform offers many features which allow you to conduct email marketing campaigns, manage transactions, create email templates, and share reports with potential home buyers. It also allows you to list your properties on the website using data from the most recent MLS listings and allows prospective clients to look at a 360-degree view of the property.


Managing a real estate business is not a cakewalk - there are so many things to take care of! With clients, properties, and contact lists, it is hard to keep everything organized. But all that changes when you use a CRM (customer relationship management) system. If you want to make your life easier, it would be wise to use this tool today!

The Ultimate Guide To CRM & Lead Generation

  • 27 Sep
  • Sellxpert

The Ultimate Guide To CRM & Lead Generation

Real Estate CRM and lead generation software walk a fine line in property sales. This is frequently due to the fact that CRMs are expected to perform numerous tasks during the sales cycle. Many people expect their CRMs to handle lead generation because it is part of the sales cycle.

Is this actually true? In this article, we’ll explore how real estate CRM programs differ from lead-generation tools. Where they overlap, what sets them apart, and how you can use them together in your own business!

 Lead Generation: What is it?

To understand the relationship between real estate CRM and lead generation, it is necessary to first define lead generation.First off, leads are valuable assets for any sales team. They are prospects who will eventually become paying customers. Lead generation is concerned with all the activities involved in attracting and capturing leads, or potential customers.

The primary objective of lead generation is to create as many high-quality leads as possible and to induce specific actions from these prospects. The process frequently involves someone discovering your product or service through one of your advertising networks, such as your website of the company, sales landing page, blog, or social media platforms.

Real Estate CRM & Lead Generation: Get Better Results

Do not get tricked: real estate CRM will not generate leads for you. That is an entirely separate task involving a large marketing and sales team. This is one of the distinctions between real estate CRM and lead generation. A CRM ensures that your lead generation efforts produce the best results possible.

Let us now see how these two activities mutually support each other by seeing what both do differently but also together.

Real Estate CRMs Aid in the Filtering of Junk Leads

It is one thing to generate leads; it is an entirely different thing to have meaningful leads. Real estate CRMs now make it possible for you to purify your leads.

When you have property listings on real estate markets, for example, it is assumed that individuals will interact with your ads. However, not each person who does so wishes to buy or rent apartments. As a result, when you ask them to fill out the forms, they sometimes enter false info, such as false emails or incorrect phone numbers. By filtering out junk leads like these, real estate CRM makes your lead generation efforts worthwhile.

Real Estate CRM Ensures That You Invest In High-Quality Leads

It is common for members of a real estate sales team to pursue unqualified leads simply because someone, filled out a form, or submitted an inquiry. To avoid situations like this, real estate CRM and lead generation should work in tandem.

As a result, you must assist your sales team in identifying the best opportunities for property sales. CRM allows you to define what makes up a high-quality lead. The system scores and ranks each lead based on your criteria. As a result, the sales team knows which leads to approach first or with whom to schedule site visits.

Real Estate CRM Aids In Lead Nurturing

While your marketing campaigns generate leads, immediate conversion is not always guaranteed. However, you must be as patient as you are eager to close a sale. Automation, which real estate CRM provides, makes lead nurturing easier and faster.

For example, using marketing automation for lead nurturing results in a 451% increase in qualified leads. 57% of marketers agree that the most important aspect of automation software is lead nurturing. You can engage your clients based on how they interact with your online campaigns if you use the right CRM.

For example, when a new property inquiry comes in, you can automate the follow-up communications they receive via email or SMS. You can also customize the communication they receive based on the type of inquiry, such as site visit queries and real estate quotes.

You can also develop a series of communications beyond this. This is done so that if they do not act quickly after the first message, you will have other personalized communication to pitch your sales.

Real Estate CRM Allows You To Better Understand Your Leads.

The best real estate CRMs provide you with a comprehensive view of your entire sales activity without the need for physical reports, such as how your produced leads are performing.

It displays data on how lead sources are accomplishing, which is especially useful if you have a marketing campaign running across multiple digital platforms, such as real estate marketplaces like 99acres, as well as social media channels like Facebook. This allows you to make changes as necessary for each campaign.


Only with the right software can you expect your company to compete in todays market.

If you want to find high-quality leads that convert into valuable and loyal customers, you need to use a strong lead generation and CRM solution.

The tool you choose to generate business leads must be compatible with your companies needs. It should be simple, quick, and effective. Furthermore, it should include features like social media integration, automation, reporting, and so on that can help you improve your lead generation efforts.