Best CRM For Real Estate Brokers

Real estate brokers require CRMs to address their specific needs, including direct integration with the multiple listing service (MLS) for active listings and intelligent lead scoring based on customer activity. They also need automated follow-up emails based on property search, and advanced task management for showings and contract renewal. For them, choosing a reliable customer relationship management tool is paramount. But with so many options available, how do you find the best CRM for real estate brokers? 

To help you choose the right real estate CRM, we have curated some of the top choices that encompass all features to maintain smooth operations. 

Freshsales is an AI-powered customer relationship tool that organizes data and closes deals faster for realtors. As part of Freshworks, Freshsales offers features that real estate brokers need for scalability, including contact management, sales forecasting, and customer segmentation. 

Efficient Organizing And Prospecting: This system declutters your sales view and allows you to run the entire sales process with Kanban views 

Lead Management Funnel: The tool gives a 360-degree customer view for a better understanding of your customers 

AI-powered Lead Scoring (Freddy AI): Users can avoid bottlenecks and plan accurately with deal recommendations 

Pros And Cons Of Freshsales 

Freshsales Pricing 

Freshsales offers four main pricing plans: 

• Free plan: $0/three users 
• Growth: $11/user/month 
• Pro: $47/user/month 
• Enterprise: $71/user/month 

It also offers a 21-day free trial. 

Disclaimer: The pricing is subject to change. 

Wise Agent is a cloud-based customer relationship management system that automates the management of sales activities such as leads, responses, appointments, and transactions. It supports team collaboration, allowing brokers to assign leads, share marketing materials, and track team performance. 

• Real Estate Content: It creates and saves different content pieces to send to the real estate business 
• Transaction Management: The tool automates routine tasks and integrates with MLS to improve data accuracy 
• Contact List Enhancement: It provides a customizable view with sortable columns like name, status, rank, and contact dates to store and organize client details efficiently 

Pros And Cons Of Wise Agent 

Wise Agent Pricing 

Wise Agent CRM offers a Monthly plan starting at $49 and the Enterprise plan with a custom price. The Monthly plan also offers a 14-day free trial. 

Disclaimer: The price is subject to change. 

Salesforce Engage software is a leading CRM software that meets customer expectations with data tools, trusted AI, and sales forecasting. It offers a unified view of customer data across various industries and built-in AI capabilities for in-depth insights and predictive analysis for deals. 

• Automated Lead Capture: This feature enables users to design personalized lead capture forms to capture leads, reducing manual work 
• Rental And Lease Simplification: It has lease monitoring, rent reception, and communications with tenants for smooth collaboration 
• MLS Integration: It provides integration with MLS databases to update property data instantly, reducing discrepancies and manual work 

Pros And Cons Of Salesforce 

Salesforce Pricing 

Salesforce provides three main pricing plans: 

• Platform Starter: $25/user/month 
• Platform Plus: $100/user/month 
• Platform Unlimited: Custom price 

Disclaimer: The pricing information is sourced from third-party websites and is subject to change. 

HubSpot CRM software is a cloud-based CRM tool that allows brokers to manage contacts, track leads, and automate marketing tasks. It offers a variety of resources for analytics, email marketing, lead management, and sales automation, all in one location. 

• Commission Tracking And Transaction Management Tools: The platform handles splits, fees, and documents for better commission tracking 
• Integrations: Integrates with MLS and real estate portals through Zapier and native APIs for automatic lead capture 
• List Segmentations: It provides list segmentation and lead scoring for precise targeting and prioritization of clients 

Pros And Cons Of HubSpot 

HubSpot Pricing 

HubSpot CRM offers 

• Free plan: $0/user/month 
• Starter Customer Platform: $20/user/month 

Disclaimer: The pricing information is sourced from third-party websites and is subject to change. 

Pipedrive CRM is a web-based sales CRM software that enables brokers to streamline their sales pipelines. The platform serves customizable pipeline stages and robust reporting tools, essential for tracking leads and overall sales process management. 

• Transaction Management: Pipedrive stores and shares transaction details, automate reminders, and track payments for better work management 
• Integration With Social Media: It connects social media and social listening tools for real-time customer relationship management 
• Automated Follow-Ups: There are custom template for automated follow-up with inquisitive buyers or tenants 

Pros And Cons Of Pipedrive 

Pipedrive Pricing 

Pipedrive offers the following pricing plans: 

• Lite: $19/seat/month 
• Growth: $34/seat/month 
• Premium: $64/seat/month 
• Ultimate: $89/seat/month 

It offers a free 14-day trial. 

Disclaimer: The price is subject to change 

Odoo is a customer-centric enterprise resource planning and CRM software that encourages community-driven decisions. Real estate agents can personalize their sales cycle, track statistics, and create marketing campaigns to boost their sales. 

• Property Portal Publishing: It has an intuitive interface to publish listings on major property portals easily 
• Digital Contract Management And E-Sign: The tool manages contracts digitally, providing electronic signatures for different contracts 
• Customer Portal Extensions: It features online portals for customers to manage process flows and view specific data  

Pros And Cons Of Odoo 

Odoo Pricing 

Odoo has four pricing plans: 

• Free: $0/user 
• Standard: $31.10/user/month 
• Custom: $46.70/user/month 
• Solution: Custom pricing 

Both Standard and Custom plans offer a free trial. 

Disclaimer: The price is subject to change. 

LionDesk (Lone Wolf Relationships) is a real estate-focused CRM that helps brokers manage leads, clients, and transactions efficiently. It includes built-in collaboration tools like texting, messaging, and a power dialer to actively nurture and engage leads, automate follow-ups, and track communication. 

• AI-powered Communication: The system crafts polished, engaging emails that impress clients with just a few clicks 
• On-the-go Mobile App: It enables tracking contact activities from a user-friendly mobile application. 
• Capture And Nurture Leads: It integrates with MLS boards to generate leads and route them to the right agent for direct follow-up 

Pros And Cons Of LionDesk 

LionDesk Pricing 

LionDesk offers three main plans 

• Starter: $30/flat rate/month 
• Pro+: $49/flat rate/month 
• Elite: $99/flat rate/month 

It also offers a free trial. 

Disclaimer: The pricing information is sourced from third-party websites and is subject to change. 

Monday CRM, from Monday.com, is a no-code customer management system that organizes sales pipelines, workflows, and client data in a single customizable system. It has visual deal tracking consisting of Kanban boards and a dashboard that helps to visualize each opportunity effectively. 

• Leased Property Management: The tool helps manage rented properties, including tracking leases and maintenance 
• Real Estate Transaction Process: It covers all stages from property listing to closing and commission payouts, ensuring smooth deal tracking 
• Property Construction And Renovation Tracking: It enables monitoring of construction and renovation projects for growing broker businesses 

Pros And Cons Of Monday CRM 

Monday CRM Pricing 

Monday CRM offers the following pricing plans: 

• Basic: $15/user/month 
• Standard: $20/user/month 
• Pro: $33/user/month 
• Enterprise: Custom price 

Disclaimer: The price is subject to change 

Capsule CRM is a cloud-based CRM that enables the management of contacts, sales, analytics, and projects within a secure system, allowing brokers to prioritize tasks as needed. It provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals, and cases allow users to prioritize tasks as needed. 

• Instant Use Of Real Estate Tools: The platform allows easy access to tools for managing leads, tracking progress, and accessing reports at any time 
• Scaled-Out Referral Processes: It identifies the best times to engage clients, mark important milestones, and answer queries promptly 
• Personalized Sales And Marketing Campaigns: It creates and sends email, SMS, and social media campaigns to target the right audiences 

Pros And Cons Of Capsule CRM 

Capsule CRM Pricing 

Capsule CRM offers the following pricing plans: 

• Free: $0 
• Starter: $21/user/month 
• Growth: $38/user/month 
• Advanced: $60/user/month 
• Ultimate: Custom Pricing 

Starter, Growth, and Advanced plans offer a 14-day free trial. 

Disclaimer: The price is subject to change. 

Final Verdict

Brokers' unique requirements, scalability, and level of customization all influence them to choose the best real estate CRM. The features offered by each of the CRMs on the above list are designed to maximize workflow efficiency and simplify lead handling. The best CRM for real estate brokers strikes a balance between the necessary functionality and allows for customization to meet the requirements of a brokerage. Therefore, it's wise to explore choices, make use of trial periods, and make sure the CRM of choice fits with the growth and efficiency goals.