6 CRM software for realtors with a free trial

Published on 2021-08-12 by Sukanya Awasthi

The first quarter of this year saw a surge in home sales in Canada, with March hitting the charts with record numbers. The Canadian housing market is thriving and a survey by Capterra earlier this year found that 86% of Canadians opted for a real estate agent to help them navigate through the buying process. With such soaring numbers, real estate agencies are turning to CRM for realtors to leverage this boom. By relying on traditional practices, realtors risk the possibility of missing out on these opportunities.

CRM software for realtors

This article will look at how realtors can benefit from some of the real estate CRM software with a free trial available in the market.

What is a real estate CRM?

A real estate CRM is a combination of strategies and technologies that provide specialised customer relationship tools to help realtors to stay organised. With a real estate CRM platform, realtors can not only make data-driven decisions, but they can also capture and manage their leads in an efficient way. Some of the features of a CRM include contact management and follow-up, interaction tracking, lead management, and sales force automation.

Benefits of a CRM for realtors

In this digital era, almost everything can be stored and tracked online. A CRM helps realtors to turn their contacts to clients, match clients to properties, and access all information in one place. It can also help businesses remember contact details and personal info in order to create strong customer relationships.

With the right CRM software for real estate, realtors can automate routine tasks. Have you ever had a client on the verge of signing a lease or contract, only for them to change their mind because they didn’t get a timely response? Automations let users keep up with client inquiries and trigger events —such as sending a contract— automatically, thereby reducing the risk of losing a potential client. An automated process can include anything from email assistance to campaign management or document exchange. 

We have curated a list of six real estate CRM software for realtors with a free trial available in the market. With a free trial, realtors can get a taste of what they’re getting into before committing and make better and informed business decisions. 

Following are the 6 most popular real estate CRM Software solutions with a free trial in Capterra’s directory chosen based on:

  • Software offering a free trial
  • Rated at least 4+ stars by users on Capterra Canada
  • Most number of reviews on Capterra Canada
  • Search volume in Canada

1. Zoho CRM

Zoho CRM document management functionality for realtors
Zoho Centralized Document Management [Source: Zoho]
Zoho CRM is a cloud-based CRM that can be used by small to medium-sized real estate agencies. It provides a 360-degree view of all property assets, comparisons, availability, and more and automates sales and marketing processes. 

The CRM also utilizes artificial intelligence (AI) technology. It can provide realtors with suggestions on the best time of the day or day of the week to contact customers to increase the success rate of a potential deal. The 15-day free trial gives access to all paid features and after that, pricing starts at US$20/user/month for enterprises. 

  • Ease of use – 4.2/5
  • Customer Service – 4.6/5
  • Features – 4.2/5
  • Value for money – 4.5/5

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2. Pipedrive

Pipedrive CRM for real estate pipeline management functionality
Pipedrive sales pipeline management for lead capturing [Source: Capterra]
Pipedrive allows realtors to add unlimited contacts, create custom fields, and scale the database as per business needs. In addition to native integration with other apps, it also lets house and property owners manage sales pipelines for buyers and investors using a single tool to track multiple portfolios. 

This CRM comes with a smart reporting feature which makes it easy for stakeholders to keep a track of costs, conversions, and other key metrics through charts and graphs. Pipedrive offers a 14-day free trial and subscription plans start at US$15/user/month. 

  • Ease of Use – 4.2/5
  • Customer Service – 4.6/5
  • Features – 4.2/5
  • Value for Money – 4.5/5

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3. Less Annoying CRM

Less Annoying CRM contact management technology for realtors
Less Annoying CRM Contact Management [Source: Capterra]
Less Annoying CRM caters specifically to small businesses and startups, including those in the real estate industry, aiming to help them with contact management, lead tracking, and follow-ups for existing leads. 

This CRM for realtors offers customisable industry-specific templates to real estate businesses. The template provides a buyer and seller pipeline to track transactions, monitor leads, and manage contacts. Less Annoying CRM also comes with the option to add custom fields, which can be added to a contact, a company, or a pipeline. Real estate agents can use the contact-link field to associate property buyers with sellers and track the internal relationships between them. Less Annoying CRM comes with a 30-day free trial and subscription plans start at US$15/user/month.

  • Ease of Use – 4.2/5
  • Customer Service – 4.6/5
  • Features – 4.2/5
  • Value for Money – 4.5/5

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4. Salesforce Sales Cloud

Salesforce Sales Cloud dashboard for realtors
Graphic widgets on the Salesforce dashboard [Source: Capterra]
Salesforce Sales Cloud is a cloud-based CRM that offers four different editions on a per-user, per-month basis to cater to real estate businesses of various sizes. Salesforce allows agents and brokers to quickly track and manage clients and contracts and nurture leads to sales-readiness. 

The CRM also shows real-time data to real estate agents without them having to wait for the quarter-end reports. Stakeholders can use the visual reports to analyse their annual profits, discover which campaigns are the most effective, and determine the most profitable customer contacts. The 30-day free trial gives access to all the paid features after which pricing starts at US$25/user/month.

  • Ease of Use – 4.2/5
  • Customer Service – 4.6/5
  • Features – 4.2/5
  • Value for Money – 4.5/5

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5. IXACT Contact

Real estate technology IXACT Contact
IXACT Contact dashboard for business pipeline [Source: Capterra]
IXACT Contact is a CRM for realtors that is designed to provide real estate agencies with end-to-end customer management and marketing solutions. From contact organisation and management to marketing automation, the CRM is designed specifically for realtors. 

Real estate owners get a customisable pre-designed website with social media integration included in their subscription. Social media integration lets sellers build rich contact profiles of buyers to keep a record of their personal information, referral history, property and mortgage details, and other key data. Contacts within IXACT Contact are arranged in a single database, providing a quick overview of customer profiles. The free trial is available for 5 weeks and the paid version costs US$39/month.

  • Ease of Use – 4.2/5
  • Customer Service – 4.6/5
  • Features – 4.2/5
  • Value for Money – 4.5/5

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6. RealOffice 360

RealOffice360 targeted campaign management
Email Marketing for targeted campaigns  [Source: RealOffice360]
RealOffice360 comes with both free and paid versions and assists users in visualizing their business plan, growing their database towards objectives, and maintaining productive relationships with clients. The real estate CRM has a drag-and-drop interface and includes a task scheduler and planner that allows users to keep track of appointments, important events, and deadlines. 

The system also offers email management tools and allows bulk email sending to update clients via third-party integrations. RealOffice360 offers a free trial and a lifetime free version and the paid version starts at US$29/month when billed monthly.

  • Ease of Use – 4.2/5
  • Customer Service – 4.6/5
  • Features – 4.2/5
  • Value for Money – 4.5/5

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Want to know more? Check out our catalogue of real estate CRM software to discover more products.

Methodology

These are the five most popular real estate CRM software solutions for small businesses in Capterra’s directory chosen by:

This article may refer to products, programs or services that are not available in your country, or that may be restricted under the laws or regulations of your country. We suggest that you consult the software provider directly for information regarding product availability and compliance with local laws.

About the author

Content Analyst for the UK market. Committed to offering insights on technology, emerging trends, and software suggestions to SMBs. Plant lady, café hopper, and dog mom.

Content Analyst for the UK market. Committed to offering insights on technology, emerging trends, and software suggestions to SMBs. Plant lady, café hopper, and dog mom.