In real estate, building relationships plays an important role in closing deals. You need to engage consistently, personalise communication, and address every question or concern your leads might have. The more effectively you connect with your prospects, the higher your chances of turning conversations into deals.
This is where a CRM can play a crucial role. The right CRM can help you manage your leads, streamline your sales process, and ensure no opportunity slips through the cracks. However, not all CRMs are designed with the unique challenges of real estate in mind. And selling properties isn’t like selling any other consumer goods—you’re dealing with high-value, one-time purchases, and a far more complex customer journey.
So, how do you choose the right CRM that matches your needs? That’s exactly what we’re here to help you with.
In this article, we’ll discuss 7 best CRMs for real estate agents so you have the right sales tool in your arsenal.
Best Real Estate CRMs: Comparison table
| Price | Free trial | Free plan | Best fit for | |
| Privyr | Starts at $35/month | Yes (14 days) | Available | Mobile-first solopreneurs, small to medium sized agencies |
| LionDesk CRM | Starts at $25/month | Yes (14 days) | Not available | Solopreneurs, small agencies |
| Follow Up Boss | Starts at $58/month | Yes (14 days) | Not available | Medium to large real estate teams |
| Wise Agent | Starts at $42/month | Yes (14 days) | Not available | Solopreneurs, small agencies |
| Salesforce Essentials | Starts at $25/month | Yes (14 days) | Not available | Small to medium sized agencies |
| Real Geeks | Starts at 299/month | Not available | Not available | Medium to large real estate teams |
| kvCore | Starts at 499/month | Available on request | Not available | Enterprise and large-scale agencies |
Privyr
Price: Starts at $35 per month per user
Free trial: Available (14 days)
Free plan: Yes
Best fit for: Solo agents and small to medium sized agencies
Privyr is a mobile-first CRM designed to help you run your entire sales process on the go. The tool provides you a central location to quickly capture, distribute, manage, and nurture all your leads from different sources. It supports direct integrations with major lead sources, and also offers an AI-powered functionality that automatically searches and imports new leads that you receive in your email inbox. Privyr is considered as one of the best CRMs for realtors who often work from their mobile phones.
Key features of Privyr
Lead import and management
- Supports seamless lead capture, management, and nurturing.
- Integrated with major lead sources, including real estate portals, social media, and various ad platforms.
- Flawless lead import with AI-powered email lead identification.
- Instant new lead alerts on mobile.
Automatic lead distribution and assignment
- Instantly forward or assign new leads to your partners or team members based on custom rules.
Integrations with any communication channels
- Communicate with your clients via call, email, and messaging apps (WhatsApp, iMessage, Telegram, etc.) with one-touch auto-personalisation.
- Enables you to call and track multiple leads consecutively from a single screen on mobile.
Administrative Task Automation
- Automates repetitive tasks such as importing leads from your sources and scheduling follow-up reminders.
AI-powered lead capture
- Automatically detect and import the leads you receive in your email inbox to the app.
Extensive Integrations
- Connects seamlessly with external tools like Zapier and Google Suite, as well as lead sources like real estate portals, social media platforms, and ad platforms.
Powerful mobile app
- Fully functional mobile CRM app helps you run your entire sales process from mobile with no limitations.
Pros of Privyr
- Ease of use: Privyr is designed like a regular app you use daily rather than a complex CRM. You can learn to use it within minutes.
- Light yet powerful mobile app: Privyr’s full-featured mobile app is great for agents who are always on the go and need to track, engage, and manage their leads quickly.
- AI-powered lead capture: Many local real estate portals do not integrate with external tools, even with a connector app like Zapier. Users often need to manually process the leads they receive from these portals. But not if they have Privyr! Its AI-powered lead capture feature automatically identifies the leads you receive in your email inbox from those portals, then automatically imports them to your phone.
- Cost-effective: Privyr is amazingly cost effective given its features.
- Free plan: Privyr offers a free plan with some great features. For example, it allows unlimited Facebook leads import.
Cons of Privyr
- Not suitable for larger teams: Privyr is not designed for enterprise-level operations with complex setup and reporting requirements.
- Limited native marketing features: Privyr is designed to focus on the sales process. It doesn’t offer native marketing features that some other real estate platforms may come with.
2. LionDesk CRM
Price: Starts at $25 per month per user
Free trial: Available (14 days)
Free plan: No
Best fit for: Small teams and solo agents
LionDesk offers a comprehensive set of features that allow real estate agents to manage leads, track deals, and communicate with clients. It can be one of the best CRMs for property agents looking for an affordable CRM solution that streamlines the basic steps of their sales process.
Key features of LionDesk CRM
Lead management
- Easy lead capture, organise, and nurturing features.
- Integrations with lead sources like real estate portals, social media, and ad platforms
- Easy lead importing.
Lead distribution
- Flexible lead distribution options.
- Leads can be assigned to individual agents or distributed among team members based on specific criteria
Multi-Channel Communication
- Allows client communication via email, text, call, and multimedia messages directly from the platform.
Power Dialer
- Built-in dialer enables agents to call and track multiple leads easily.
Instant lead alerts
- Instant mobile notifications for new leads to help agents connect with new leads quickly.
Advanced contact management
- View the interaction history.
- Segment contacts into groups for targeted follow-ups.
Integration
- Connects with tools like Zapier, Mailchimp, and Google Suite.
- Offers API support for advanced integrations.
Mobile App
- Allows agents to track and run their sales processes on the go.
Pros of LionDesk CRM
- Ease of use: LionDesk offers a user-friendly and intuitive interface that’s intuitive for new and experienced users alike.
- Scalability: The tool works well for individual agents, teams, and small brokerages.
- Video messaging: Personalised video messages to leads and clients.
- Cost-effective: Affordable plans allow for a great tool on a budget.
- Customisable: Allows personalised workflows and campaigns.
Cons of LionDesk CRM
- Learning curve: While basic features are easy to use, automations and advanced settings may take time to master.
- Basic design: Although the tool offers a functional interface, it may lack polished features from a user experience perspective.
- Extra costs: Additional features like Texting Suite and Add Ons may come with extra costs.
- Limited mobile features: Though the CRM offers a functional mobile app, some features, such as automation and integration setups may not work as well on the app as it does on desktop.
3. Follow Up Boss
Price: Starts at $58 per month
Free trial: Available (14 days)
Free plan: No
Best fit for: Medium to large real estate teams
Follow Up Boss is a powerful CRM designed for real estate professionals who prioritise lead conversion and relationship management. The tool comes with many integrations and helps users quickly access their leads from different lead sources in one place.
Key features of Follow Up Boss
Centralised lead management
- Lets you automatically import and organise leads from an extensive list of lead sources, including real estate portals, social media platforms, and ad platforms.
- Assign leads to team members based on specific rules or criteria.
Speed-to-lead
- Immediate lead notifications to ensure agents can respond to leads quickly.
Multi-channel communication
- Call, text, or email leads directly from the platform.
Advanced contact management
- View the interaction history.
- Segment contacts into groups for targeted follow-ups.
Automated follow-up sequences
- Drip email and text campaigns for different types of leads.
Team collaboration
- Assign tasks, share notes, and monitor team performance in real time.
Dialer integration
- A built-in dialer simplifies outbound call efforts.
- Track call outcomes and schedule follow-ups seamlessly.
Mobile App
- Manage leads on the go with a fully featured mobile app.
Pros of Follow Up Boss
- Instant notifications: The CRM comes with lightning-fast notifications and response tools to help users maximise conversion opportunities.
- Easy integration: Follow Up Boss syncs effortlessly with lead sources, marketing tools, and other software.
- User-friendly interface: The intuitive design allows new users to get used to the tool quickly.
- Powerful team tools: The tool is great for teams needing detailed tracking and collaboration features.
- Customisable workflows: Users can tailor automation and steps to fit their unique needs.
Cons of Follow Up Boss
- Limited native marketing features: While the CRM integrates with email marketing tools, it might lack advanced built-in options.
- No built-in transaction management: The CRM doesn’t offer native transaction management features. Agents requiring this function will need to connect third-party tools.
- Overwhelming for small operations: Small teams or solo agents may find it too feature-heavy for their needs.
- Limited features on mobile: Although the CRM provides a powerful mobile app, some advanced features like automation and integration may only work on desktop versions.
4. Wise Agent
Price: Starts at $49 per month
Free trial: Available (14 days)
Free plan: No
Best fit for: Solo agents and small real estate teams
Wise Agent CRM offers real estate agents a sales tool with a good balance of simplicity and functionality. It comes with a user-friendly interface and straightforward approach to managing leads, transactions, and communication, helping users focus on growing their sales without complexities.
Key Features of Wise Agent CRM
Contact management
- Comprehensive contact profiles with interaction histories, notes, and communication logs.
Lead capture and distribution
- Automatically imports leads from lead sources like Zillow, Realtor.com, and social media lead ads.
- Lead assignment rules for fair and efficient distribution.
Transaction management
- Built-in transaction checklists and milestone tracking.
- Centralised location to organize documents, contacts, and tasks.
Email and drip campaigns
- Allows personalised email and text campaigns.
- Pre-built drip templates and scheduling tools.
Calendar and task management
- Integrates with Google Calendar for streamlined scheduling.
- Task reminders to track deadlines.
Mobile app
- Allows contact management, task tracking, and communication on the go.
Pros of Wise Agent CRM
- User-friendly interface: Intuitive design of the CRM allows agents with limited technical expertise to learn the tool fast.
- Affordable pricing: The tool offers a great value for money to real estate agents on a budget.
- Various integrations: Easily connects with lead generation platforms, marketing tools, and calendars.
- Mobile app: Provides essential features for agents on the go.
Cons of Wise Agent CRM
- Limited advanced features: The tool lacks advanced features around automation and analytics.
- Basic mobile functionality: The mobile app only offers basic features. Some advanced tools like transaction tracking, integration, and custom reporting can only be accessed on desktop.
- Design: The interface is functional but it may feel outdated for users seeking sleek, modern design.
5. Salesforce Essentials
Price: Starts at $25 per month
Free trial: Available (14 days)
Free plan: No
Best fit for: Small to medium sized real estate agencies
Salesforce Essentials is the streamlined version of Salesforce, and can be a great tool for real estate professionals who want a quicker, simpler version of the famous enterprise-level CRM. The CRM is scalable, flexible, and comes with a strong ecosystem of integrations. It provides the tools needed to manage leads, track client interactions, and automate tasks.
Key Features of Salesforce Essentials
Lead and contact management
- Centralise all lead information, including email history, call logs, and interaction timelines.
- Automatically import leads from lead sources including business websites, property portals, and ad platforms.
Task and calendar management
- Sync your calendar and set task reminders for quick follow-ups.
- Assign leads and tasks to team members with built-in management and distribution tools.
Opportunity tracking
- Track sales pipeline and clients from lead generation to closing.
- Customise stages for workflows that suit you.
Automations
- Automate repetitive tasks, such as sending follow-up emails or assigning leads, with prebuilt workflows.
Integration options
- Connect seamlessly with apps from the Salesforce AppExchange.
Pros of Salesforce Essentials
- Customisability: The CRM comes with flexible workflows and automations that adapt to any real estate business model.
- Scalability: It’s a great tool for agents looking to scale, as it integrates seamlessly with Salesforce’s advanced offerings.
- Mobile app: The Salesforce mobile app offers near-desktop functionality on the go.
- Integrations: Access to a wide ecosystem of apps for added functionality.
Cons of Salesforce Essentials
- Learning Curve: New users may require time and training to understand and use the CRM.
- Price: Though competitively priced, the advanced features can be more expensive than niche real estate CRMs with.
- Limited features: The CRM lacks built-in tools like MLS integrations and voice call essential for the real estate sales process.
- Mobile app limitations: Advanced customisations and integrations may require desktop access.
6. Real Geeks
Price: Starts at $299 per month
Free trial: Not available
Free plan: No
Best fit for: Medium to large real estate teams
Real Geeks is not just a CRM but an entire digital platform built for real estate agents that combines lead generation, customer relationship management, and marketing tools in one. It comes with seamless integration capabilities with external lead generation websites and marketing solutions to ensure users get the best of their sales and marketing efforts on all platforms.
Key Features of Real Geeks
Integrated lead generation
- Allows users to build and manage customisable Internet data exchange (IDX) websites to capture and convert leads.
- Helps generate leads from platforms like Google Ads, Facebook Ads, and SEO campaigns.
Lead management
- Automatically capture leads from websites and online lead sources.
- Organise and track leads using tags, lead status, and interaction history.
Automated follow-ups
- Create and schedule email and text campaigns for specific leads.
- Use behavioral triggers (e.g., viewed properties) to send timely follow-ups.
Property alerts
- Allows personalised alerts to clients based on their preferences.
Advanced lead routing
- Facilitates lead distribution based on location, price range, or round-robin rules.
- Helps prioritise high-value leads with custom routing settings.
Pros of Real Geeks
- Real estate-specific tools: Real Geeks is designed with real estate professionals in mind, with features like IDX integration and property alerts.
- Ease of use: The tool comes with a simple, intuitive interface that suits all types of users.
- Integrated marketing: Real Geeks combines CRM functionality with lead generation campaigns and market reports, providing a comprehensive tool around sales and marketing for real estate agents.
Cons of Real Geeks
- Limited advanced features: Real Geeks may lack sophisticated automations and AI-driven tools common in new tools.
- Mobile limitations: The mobile app lacks advanced features, such as advanced campaign creation and IDX website editing.
- Learning curve: Setting up IDX websites and marketing campaigns require some training and initial guidance.
- Cost: Although Real Geeks provides an all-in-one solution around sale and marketing, it can be costly for smaller teams and solo agents.
7. kvCore
Price: Starts at $499 per month
Free trial: Available on request
Free plan: No
Best fit for: Enterprise and large scale agencies
kvCORE is another comprehensive real estate platform designed for brokerages and larger teams to take care of lead generation, marketing automation, and sales from a single platform. It offers AI-powered smart CRM, which automates routine tasks and enhances lead nurturing effectively.
Key Features of kvCore
Customisable IDX websites
- Allows users to create fully customisable and personalised IDX websites with behavioural intelligence and chat functionalities.
AI-powered smart CRM
- Automates day-to-day tasks, validates and routes leads, and intelligently nurtures prospects.
Marketing automation
- Mass email, text, video messaging, power dialer, and social sharing tools help streamline marketing efforts and maintain consistent communication with clients.
Lead generation tools
- Multiple lead generation methods, including landing pages, IDX squeeze pages, and behavioural automation help attract more leads.
Pros of kvCore
- Comprehensive features: kvCORE combines lead generation, CRM, and marketing automation into one platform, reducing the need for multiple tools.
- AI-driven automation: The Smart CRM automates routine tasks, helping agents focus more on client interactions.
- Scalability: kvCore is designed to support teams of all sizes. The platform can easily handle the requirements of growing teams.
Cons of kvCore
- Learning curve: The platform comes with extensive features, so there’s a learning curve involved. Agents may need a substantial amount of time to learn and fully utilize the platform.
- Cost: Although feature-rich, kvCORE’s pricing may be higher compared to regular CRMs, potentially impacting solo agents and small teams.
- Customisation limitations: Some users have reported limited customisation options, particularly concerning website design and layout.
Conclusion
If you’re looking for an ideal CRM for your real estate agency needs, there are a few important features to keep in mind. These include good lead management, integrations, lead capture, automation, and follow-up management.
Other things to look for when choosing a real estate CRM are detailed contact management, customisable pipelines, and MLS integration to manage property listings. That being said, the best CRM for real estate agents still boils down to what supports your daily operations the best.
If you’re always out meeting clients and working from your phone, you’ll need to be able to handle your sales process on the go. In that case, you need a comprehensive solution that allows you to run and track your sales process from your phone. Alternatively, if you run a large real estate team and agents, a platform that provides team solutions might fit you the best.
For mobile-first CRM solutions that also support team functions, look no further than Privyr. Try Privyr for free today!
