The Best Real Estate CRM Options of 2022

Eric, Aug 19, 2022

Customer relationship management (CRM) software is an essential component for running a successful real estate business. With the help of this powerful tool, you can more effectively manage, attract, and retain your clients. You can also streamline transactions, ensuring you close deals on time. By serving as a one-stop database for you to access all the information you need to best serve your clients, CRM software allows you to focus on building the personal relationships that are so important in the real estate industry.

While there are several CRM platforms available, those geared toward the real estate industry will likely be the most useful to you. Whether you are in the office or on-the-go, CRM software allows you to access essential information and easily communicate with your clients from your desktop or mobile device. Here’s a look at the best real estate CRM to explore for your business.


Follow Up Boss

Unlike some of the other CRM products on the market, Follow Up Boss is not an all-in-one product. Rather, it focuses solely on CRM. Follow Up Boss was designed specifically for the real estate industry, which means its tools and features are geared toward the unique needs of real estate professionals. These factors make Follow Up Boss the best option for real estate CRM if you already have an established website for your business and are sourcing leads through your own methods.

Some of the key features of Follow Up Boss include:

  • Provides phenomenal lead tracking with the platform’s Pixel feature
  • Automatically assigns leads to agents based on their location and expertise
  • Consolidates multiple lead sources as it integrates with over 200 real estate sites, including Zillow and Realtor.com
  • Prioritizes follow-up with engaged clients through the platform’s Smart Lists feature
  • Includes a community of over 10,000 agents on Facebook

Follow Up Boss also includes batch email functionality, allowing you to easily send announcements and newsletters to those in your marketing campaign. It’s important to note, newsletters created with Follow Up Boss aren’t stylized, which means you will want to integrate with Mailchimp or another similar application in order to create newsletters that better suit your brand identity.

Currently, Follow Up Boss offers three plans. The Grow plan starts at $57 per user per month, while the Pro plan starts at $416 per month for 10 users and an additional $49 per month for each user beyond the first 10. The Platform plan starts at $833 per month for 30 users, with the cost of additional users being $20 per month for each user.


Chime

Chime is an all-in-one CRM product that includes a website with landing pages, texting, Internet Data Exchange (IDX) and more. Chime’s key features include:

  • AI text for targeted campaigns
  • Email integration with a vast selection of email templates
  • Website building tool with a range of themes and templates to choose from
  • Round-robin lead routing
  • AI technology that automatically adjusts leads’ search criteria based on their activity
  • Ability to turn on auto-notifications when new listings meet leads’ search criteria
  • Rich communication tools such as automated dialing, mass emails, and drop voicemails

Chime is a great option if you’re looking for a CRM product that offers everything you need in one product. The company currently offers four plans. The first plan, the Starter Plan, is a templated version designed for single agents. The other three plans – Core, Premier and Enterprise – are all customizable. The company doesn’t currently advertise its prices online, which means you will have to contact Chime directly to learn more about package pricing.


Top Producer

Founded in 1982, Top Producer evolved from its original MS-DOS format to floppies and CDs, before ultimately becoming the CRM product it is today. Top Producer was designed specifically for the real estate industry, and some of its key features include:

  • Contacts, calendar, email, and text integration
  • Email templates, custom email signatures, and email tracking
  • Integration with the MLS and over 150 online lead providers
  • A 360-degree contact view using Social Insights
  • Automated real-time market reports
  • User-friendly website builder

With Top Producer, lead profiles include profile pictures, social media posts, interests, properties viewed, and past interactions, making it a great all-around CRM tool for any real estate professional. This platform also offers one-on-one live coaching to assist with setting up and maintaining the tools and features you need to achieve your business goals.

Top Producer offers three packages. The Essential currently costs $60 per user per month, while the Professional is $95 per user per month. To get rates for the Professional Plus package, you need to contact the company directly.


Salesforce

While it is more expensive to maintain than many other products on the market, Salesforce offers a great deal of customization. The downside is that all of this customization does take time to learn how to create and use. In addition, the program requires a substantial amount of setup before you can get started with using it. Some of the platform’s key features include:

  • Customer data and territory management systems
  • Email integration and marketing
  • Quote and order management
  • Lead management
  • Task management and reporting
  • API for custom integration
  • Social integration and data tracking

If you are looking for something that is completely unique that you can customize to meet your exact needs, Salesforce may be the best solution for you.

Sales Force currently offers four program package options. The Essentials package is $25 per month per user, while the Professional package is $75 per month per user. The Enterprise package is $150 per month per user, and the Unlimited package is $300 per month per user. All four packages are available to try for free on a limited trial basis.


Hubspot CRM

If you are on a budget and simply looking for a CRM product that is going to get the job done, then HubSpot CRM may be your best option. This free all-in-one platform allows you to track sales, manage your marketing strategy, and obtain customer support all in one place. Additional features of this platform include:

  • Sales, Marketing, Customer Service, Content Management, and Operations software
  • Integration with popular tools such as Gmail and Eventbrite
  • Ability to share contacts, activity, and documents between teams
  • Social media management
  • Communication tracking and reporting tools

HubSpot is easy to use and can even be used to help build your website. Keep in mind, only certain features are available for free. If you want to expand upon the tools the platform has to offer, you will have to pay a monthly fee. The monthly fee will increase as your business grows and needs change. The company currently offers the free version as well as the Starter version, which starts at $45 per month. The Professional version starts at $800 per month, while the Enterprise version starts at $3,200 per month.

While HubSpot is convenient in that it is an all-in-one platform, you may also find it difficult to integrate other tools if you so desire. For example, if you built your website in WordPress rather than in HubSpot, you might have difficulty getting the other HubSpot features to work properly within your website. Therefore, it is generally best to strictly use HubSpot if you want to take full advantage of the platform’s all-in-one format.

Ultimately, the best CRM is the one that you will use and offers the features that you need. You should take some time to explore the various CRM products available in order to find the one that is best suited to your current needs and business goals.

About the Author

Eric Bramlett is the broker and owner of Bramlett Residential, a mid-sized brokerage in Austin, Texas. Eric is a 19 year veteran in the Austin real estate market and specializes in building systems and technology. Bramlett agents pride themselves on their exceptionally high standards for client service and both industry and market competency. Eric lives in central Austin with his wife and son. In his spare time, he enjoys cycling, climbing, and traveling to be in the mountains.

Last updated: 03/23/2023

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Crystal Hirst understands market conditions and how to position. She does her research well and helped us price our house to “SELL”. Indeed it sold much faster than our expectation, while multiple other units in the area, and in fact on the “same street”, still remain unsold. Ultimately Crystal brought us multiple interested buyers and we achieved higher than asking because of this multi-party interest that Crystal generated. We enjoyed our experience, her professionalism and excellent communication. We highly recommend Chrystal Hirst as your realtor.

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