Real estate CRMs: Criteria to Select the Best Vendor

Real estate CRMs: Criteria to Select the Best Vendor

Running a successful real estate firm requires an immense amount of organization. Managing multiple employees and clients can be daunting without the right customer relationship management solution. Hence, real estate CRMs have risen in popularity for streamlining how real estate brokerages handle clients and continue to stay in business with excellent customer service. 

What Are Real Estate CRMs?

As with any other customer relationships management tool, real estate CRMs help realtors maintain relationships with potential clients and manage leads. Maintaining good customer relationships is crucial in the real estate industry, and real estate CRMs provide the right tools for firms to streamline this process. 

Lead management is one of the most remarkable features of real estate CRMs that enable realtors and other staff to have all the leads based on qualification levels in one platform. These leads can later be sent through the sales funnel based on whether the lead is hot. Real estate CRMs can help firms filter out serious buyers and focus on converting those leads while continuing to nurture less serious leads to move them up the sales funnel. Once such leads and the customers are ready to purchase, your real estate CRMs will alert agents to pursue the new hot lead. 

Social media integration with real estate CRMs can help realtors efficiently promote themselves on social media platforms. Automation of social media marketing campaigns to generate more leads is a valuable benefit of real estate CRMs. 

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Who Uses Real Estate CRMs?

Several parties can leverage real estate CRMs and information: 

Realtors/Real Estate Firms

Real estate CRMs are a popular choice among the top realtors in the world. Real estate agents, brokerages, potential customers, and other sales and marketing teams can benefit from real estate CRMs for customer relationship management and lead management. 

Real estate CRMs have made client management so easy for real estate brokerages to notify potential customers of new listings to pique their interest. This type of lead nurturing via real estate CRMs helps businesses automate specific marketing campaigns and save time on repetitive tasks. 

Real Estate Investors

Using real estate CRMs, real estate investors can collect data about their customers and use frequent analytics and reports features of real estate CRMs to understand the market trends and keep up. This data-driven approach to running a real estate brokerage is commonplace worldwide. 

Mortgage Lenders

Mortgage lenders can also benefit from real estate CRMs to manage contacts and improve handling loan cycles. The collection of documents in a centralized solution can be done via real estate CRM. 

How Do You Choose Good Real estate CRMs?

Here is our guide to choosing the best real estate CRMs:


How user-friendly are the real estate CRMs? A user-friendly UI is critical to the employee adoption of real estate CRMs. A straightforward interface and dashboards can help realtors stay on top of their sales pipeline. 

Mobile Accessibility

Real estate CRMs will benefit a brokerage with its mobile app, as retailers are often on the move. Mobile app versions of the real estate CRMs can help agents update lead statuses on the road and easily collaborate with teammates to close more sales. 

Reporting and Analytics

Reporting and analytics are crucial functions of real estate CRMs that helps agents understand and forecast sales. Analyzing market trends can help relators manage their lead better and leverage it close on more listings. 

Customer Support

Ensuring that the chosen real estate CRM vendor provides customer support is essential when selecting a partner. Most reputable vendors offer 24/7 customer support for their real estate CRM solutions. 

How Much Does Real Estate CRM Cost?

Real estate CRMs prices vary in range. Freemium real estate CRMs such as Hubspot are great for a small real estate firm or independent contractor. Still, the features of such a free service are often limited, and users often have to upgrade their subscription to a paid model. 

Paid versions of real estate CRMs can run as low as $20 per month and run as high as $60 per user for other vendors. The price of your real estate CRMs depends significantly on the scope of the service needed and the number of users to implement the real estate CRMs. 

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