7 CRM Options No Real Estate Agent Should Go Without

realtor crm real estate software

Roughly 39% of home sellers found their real estate agent through a referral by a friend or family member. About a quarter of them used an agent they worked with before. 

Your success in real estate is completely dependent upon the strength of your relationships with people. How do you juggle your relationships without missing a beat? 

Real estate software that includes customer relationship management (CRM) can be a big help. You can schedule follow-up reminders, and make sure you touch everyone in your Rolodex periodically to further your relationships. 

Take a look at these real estate CRM programs that are sure to help you manage your real estate business. 

1. Top Producer X CRM 

For years, Top Producer has been the system that real estate agents use to manage their contacts. It’s a very robust software that can be tailored to any agent’s or brokerage’s needs. 

You can get social media insights, MLS data, and marketing analytics in one place. It also integrates with lead generation software. You can automate your responses to create a warm lead out of an online inquiry in no time. 

2. LionDesk 

How would you like to have lead nurturing, automated email campaigns, and transaction management in one package? That’s why LionDesk brings to the table. 

One feature that you don’t see often is the ability to integrate video emails and video texting within a CRM platform. This is a key advantage of LionDesk. 

It’s an affordable CRM option, but you don’t lose quality in the lower price. 

3. Wise Agent 

Wise Agent functions similar to a traditional business CRM. It combines everything you need to run your real estate business. You have lead nurturing, relationship management, transaction management, and marketing tools in one place. 

You have a lot of options to automate drip marketing campaigns. One feature that Wise Agent offers is the ability to track referrals. You can see who your most valuable relationships are and show appreciation. 

4. IXACT Contact 

IXACT Contact offers agents a lot of ways to manage their business. It can give you a website, lead tracking tools, email marketing, campaign automation, and relationship management. 

More real estate agents use social media to remind contacts that they help people buy and sell homes. IXACT Contact has a feature that lets you automate social media marketing. 

5. Streak 

Streak integrates with Gmail, so you can manage your business from your inbox. You can track your pipeline without creating an entirely new system to manage. 

Streak is good for people who need a simple solution to track leads, or don’t need to have a full CRM solution for their business. 

6. Copper 

For real estate companies that don’t need a full CRM and use G Suite as their email provider should consider using Copper. What Copper does is run in the background of your G Suite system. 

The CRM will automatically update your calendar and contacts based on what’s in the email. All of your reminders will appear on one dashboard, so you don’t need to jump between the various apps in G Suite. 

Copper integrates with QuickBooks, Slack, and DocuSign. That will make your life much easier because you can send documents through Copper and get reminders to follow up if you haven’t received them back. 

7. Realvolve 

If you have a real estate team to manage, you’ll need to have a powerful solution to track everyone’s activity. That’s where Realvolve comes in. Team leaders can look at various pipelines and transaction workflows to make sure everyone is doing a great job. 

It also uses predictive analytics to prioritize the most important contacts in your database, while holding your team members accountable. 

How to Choose the Best Real Estate CRM 

You have no shortage of CRM options. How can you choose the best real estate CRM software for your business? You have to look at two primary things: your needs and your budget. 

You also want to look at the number of integrations a CRM program has. One of the most important, yet overlooked, factors is the ease of use. 

Software that has a high learning curve won’t get used by most agents. They’re busy and they don’t have time to learn a new system and figure out how to make it work. 

Look for software that’s intuitive and easy to implement in your business. Real estate offices that plan to expand quickly should invest in a CRM that is scalable. 

Other Lead Generation Tools to Consider 

The good thing about using a CRM is that you can manage all of your client and business relationships. The downside is that many of these don’t focus on lead generation. 

You’ll need to invest in lead generation tools because most people that enter your pipeline aren’t ready to buy or sell their home. The key is to be top of mind when they are ready to buy. 

When you use a lead generation tool that integrates with your CRM, your lead generation and nurturing become seamless. It also helps you capture the leads that turn to the internet to find their agent. 

One such tool for top realtors is IDX Broker. It’s actually a suite of tools that helps real estate agents attract leads through home listings on their websites. 

The key here is that it integrates with CRMs like Top Producer to help you collect and manage leads. You can read this IDX Broker review to get the full story. 

Build an Efficient Business with Real Estate Software 

You need to build strong relationships in order to survive in the real estate business. When you invest in real estate software that handles client management and lead generation, you can use your time more effectively. 

The best real estate software is affordable, integrates with real estate tools that you already use, and can help you keep track of your most important relationships. 

Make sure you visit the Real Estate section of this site to get the scoop on everything in the real estate world. Then you'll be on your way to being a rockstar realtor!

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