Over the past few years, things in the real estate market have changed rapidly. There are several challenges that real estate investors struggle with, including economic crisis and marketing uncertainty. If these issues are not managed effectively, they will have a direct impact on the performance, profitability, and long-term sustainability of the business. To overcome these challenges, a system is required that helps investors automate the process of leads management, activity tracking, and deal closure efficiently.
This guide will walk you through the best CRM options for real estate investors, providing key features and selection criteria.
A real estate investor customer relationship management (CRM) software helps professionals capture leads, track deals, manage client relationships, and improve productivity in one centralized platform.
Top 9 Software Finder’s Pick Of Best Real Estate Investors CRM
- REsimpli – Best for all-in-one business management
- Follow Up Boss– Best for automated client communication
- Wise Agent – Best for transaction management
- RealVolve – Best for automation
- IXACT Contact– Best for relationship focused marketing
- Lofty – Best for lead generation and nurturing
- Real Geeks– Best for lead conversion
- Agile CRM– Best for marketing automation
- Sierra Interactive– Best for marketing tools
Top CRM Solutions For Real Estate Investors | |||
CRMs | Core Feature | Free Trial/Free Plan | Starting Price |
REsimpli | List Stacking | 14-day free trial | $199/month |
Follow Up Boss | Follow Up Boss Pixel | 14-day free trial | $69/user/month |
Wise Agent | Reporting and broker tools | 14-day free trial | $49/month |
RealVolve | Automated external and internal communication | 14-day free trial | $99/month |
IXACT Contact | Customizable Dashboard | 14-day free trial | $55/month |
Lofty | Agent Website | N/A | Custom pricing |
Real Geeks | EstateIQ | N/A | Custom pricing |
Agile CRM | Video Emails | N/A | $8.99 |
Sierra Interactive | E-alerts | N/A | $359.95/month |
REsimpli is an AI-powered CRM that is designed specifically for real estate investors and eliminates the need for multiple tools. It helps to manage operations, marketing, sales, and data with zero integration requirements.
Moreover, with a comprehensive suite of tools such as lead tracking, marketing automation, and operations, it reduces the chances of missed opportunities and keeps the investment process on track.
Salient Features :
- List Stacking
- KPI Dashboard
- List Builder
- Drip Campaign
Follow Up Boss is a real estate CRM that helps agents and teams manage leads, track communication, and close deals more efficiently. It centralizes calls, emails, and texts, ensuring every interaction is recorded and accessible in one place. It integrates with 250+ lead sources that support in taking inquiries and assigning them to the right team member for timely follow-up.
Furthermore, its feature enables users to prioritize leads based on activity. It allows agents to focus on important opportunities without losing track of others in the pipeline.
Salient Features :
- Team Collaboration
- Lead Distribution
- Smart Lists
- Follow Up Boss (FUB) Pixel
Wise Agent is a real estate CRM designed to help agents manage contacts, automate follow-ups, and handle transactions in one unified platform. It offers tools for lead capture, marketing campaigns, and workflow tracking, making it easier for professionals to stay organized and close deals faster.
Salient Features :
- Lead Generation
- Reporting And Broker Tools
- Transaction Management
- Real Estate Content
RealVolve is a real estate CRM designed to combine contact management, workflow automation, and transaction tracking into one intuitive system. It helps agents and teams organize leads, manage listings, and maintain consistent follow-ups without switching between multiple tools. The platform’s customizable workflows allow users to automate repetitive tasks, set reminders, and keep every stage of the client journey on track.
Additionally, RealVolve offers team-friendly features such as the ability for managers to log in as agents, enabling them to monitor activities, provide support, and ensure deadlines are met.
Salient Features:
- Workflow Automation
- Automated Internal And External Communication
- Lead Follow-Up And Nurturing
- Contacts Mangement
IXACT Contact is your go-to real estate CRM that is designed to manage contact information, nurture leads, and enhance your online presence. It brings many features together, such as lead management, a customizable dashboard, and task reminders. These features help agents capture leads, manage contacts, and stay on track towards reaching goals.
On top of that, it's real time sync with Google and Outlook helps to stay organized and on top of the business.
Salient Features:
- Customizable Dashboard
- Automated Task And Appointment Reminder
- Lead Generation And Capture
- Automated Email Marketing
Lofty fuses every essential real estate tool into a single, intuitive platform that helps agents and teams manage client relationships, marketing, and transactions in one place. It addresses common challenges such as missed follow-ups, unorganized deal tracking, and time-consuming marketing tasks, enabling professionals to work more efficiently and maintain stronger connections with prospects.
Managers and team leaders can use Lofty to create tailored workflows for different types of clients or transactions, ensuring each lead receives the right level of attention. Its flexible setup also makes it easy to fit into an existing real estate operation without disrupting daily work.
Salient Features :
- Lead Generation With 360° Marketing
- Dynamic CMA
- Agent Website
- Marketing Automation
Real Geeks helps real estate agents get more leads, stay in touch with them, and close more deals, all from one place. It solves common problems like relying too much on third-party listing sites, missing follow-ups, or losing track of potential clients. With Real Geeks, agents can capture leads through a branded property search website, run ads to reach new buyers and sellers, and manage every conversation in an organized way.
However, it also makes marketing easier by offering tools for automated emails, text messages, and social media ads.
Salient Features :
- IDX Websites
- Facebook Marketing Tools
- Real Estate Lead Generation
- EstateIQ
Agile CRM helps real estate agents take care of their entire selling process, from appraisals and listings to closing, without getting slowed down by repetitive tasks. It allows agents to focus more on building relationships and spend less time on admin work.
- Salient Features
- Video Emails
- Lead Scoring
- Automated Appointment Scheduling
- Match Listing Inquiries
9. Sierra Interactive
Sierra Interactive makes it easy for real estate teams to turn website visitors into clients, without juggling different tools. It tackles common pains like slow follow-up, broken communication flow, and scattered lead tracking by offering CRM, websites, and ad tools that work together.
Beyond that, Sierra gives teams more control and consistency. Agents can automate messages, route leads smartly, keep everything in one contact hub, and keep working no matter where they are, on desktop or mobile.
Salient Features :
- Marketing Automation
- Embedded Dialer
- SMS And MMS Texting
- E-Alerts And Market Updates
What Key Features Of CRM Make It Best For Real Estate Investors?
Sorting through the variety of features available in the CRM and finding the right one according to business demand and needs can be overwhelming. To keep things simple for you, below are the key features that you need to consider before selecting any CRM.
Contact Management
In the real estate industry, keeping the managing contact of client is the top priority. Without the right tools, it can easily be lost. Choose a CRM that offers contact management tools to store large amounts of client data. They help to maintain a healthy and professional experience with customers.
Automated Lead Management
Handling multiple leads from different platforms at the same time often leads to losing them. The CRM you select must have automated lead management tools that allow agents to capture, track, and nurture leads from different platforms.
Communication Tools
Communication is important for making close relations with buyers, sellers, and investors. Make sure the CRM you opt for should offer multi-channel support through email, integrations, and in-app messaging support.
Reporting And Analytics
Comprehensive insight is important for informed decision-making in real estate. Select a CRM with customizable dashboard and KPI tracking features. These features provide investors with a real view of their business performance, market trends, and client satisfaction score.
What To Look For When Choosing The Right CRM For Real Estate Investors?
Despite knowing all the key features and benefits, selecting the right CRM for real estate investors is as crucial as finding the perfect property for your client. While evaluating the options, there are several things that investors need to keep in mind, which are as given below:
- Budget: The first consideration is how much you are willing to invest in a CRM. Compare the cost with the value it brings. Ensure that the features justify the price and align with your business size and goals
- Ease To Use: A CRM should be simple to navigate and quick to learn. If the system is too complex, it can slow adoption and reduce productivity, especially for teams that need to start using it immediately
- Desired Functionalities: There are several CRMs available in the market that provide ranging from an all-in-one solution to specific needs. Identify the features you truly need for your team. Avoid paying for unnecessary extras that don’t serve your workflow
- Integration Capabilities: Ensure the CRM can connect with your existing tools to keep all your operations connected in one place
- Customer Support: When you are new to any system, sometimes your technical skills fall short, and you won't be able to operate the system properly. At that time, you need support to navigate it properly. Make sure the CRM you select must have a customer support option to run things smoothly
By carefully considering the factors mentioned above, you can choose a CRM that not only meets your current needs but also evolves with your business. Still not sure which CRM is right for you? Contact us at (661) 384-7070 and talk to our team of experts to find the solution for your real estate business.