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A CRM & Workflow system for the real estate industry, that offers contacts, properties transactions, dates, and search management. Learn more about Realvolve
Realvolve is a web-based CRM and workflow software for Realtors and real estate businesses. The software offers features for contact management, task management, property transaction management, as well as connectivity with third-party software for specific integrations. Learn more about Realvolve

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
A CRM purpose-built for commercial real estate investment managers, designed to strengthen investor relationships. Learn more about Juniper Square
Juniper Square CRM enables real estate GPs to build a unified view of key relationships, increase internal collaboration, and streamline investor communication. Learn more about Juniper Square

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Pipedrive is an easy to implement real estate CRM tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Closing housing deals has never been easier thanks to Pipedrives powerful yet agile real estate CRM software. Keep everyone in your team focused on the activities that drive clients to purchase or rent, from property evaluations and showings, to communications strategies. Home sellers and property agents love Pipedrive for its versatility, intuitive design, and robust mobile CRM that keeps you updated on deals and activities while moving between properties. Learn more about Pipedrive

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
The Most Powerful Real Estate Platform to Put Your Business Growth On Autopilot. Ranked #1 by 250K Brokers, Teams, and Agents. Learn more about kvCORE
Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for MODERN BROKERAGES and teams looking to automate and grow their business. With its 20+ channels to organically grow agent pipeline, kvCORE is purpose-built to drive more high-value conversations for agents and their clients than any other platform on the market today. If you are looking to save 35% on tech costs, enhance brand recognition, and guarantee agent success, then kvCORE is the solution for your business. Learn more about kvCORE

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Real estate CRM system that contains MLS data, lead management, follow-up prompts, compelling content, and drip campaigns Learn more about TOP PRODUCER
The new Top Producer X gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With integrated websites, texting, 'X' factor insights, and automated marketing we help agents use simple follow up tools to build lifelong relationships. Updates include search & save MLS properties, auto-update contacts, email tracking and calendar sync! Learn more about TOP PRODUCER

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Canada Local product
IXACT Contact is an easy-to-use real estate CRM and marketing automation software for agents, brokers, and associations. Learn more about IXACT Contact
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%. Learn more about IXACT Contact

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now. Learn more about Copper
Copper is specifically built for Google Workspace, so you can easily manage and market new listings, drive traffic to open houses, and nurture repeat clients right from your inbox, especially while you're on the go! Copper automagically logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. Learn more about Copper

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Canada Local product
CRM for Mac & iOS. Keep track of communication in one place and close more deals. Grow your real estate business with Daylite! Learn more about Daylite for Mac
CRM for Mac & iOS. Great for real estate brokerages and agents! Keep track of every conversation with buyers and sellers. Segment your contacts for targeted email campaigns and create personalized print mailers. Daylite works with Apple Mail, Apple Contacts, iCal, Reminders, and Siri. Plus it's flexible, easy to customize, and affordable. Grow your real estate business with Daylite! Learn more about Daylite for Mac

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Small business software to manage leads, customer information, contact history and reminders, and emails. Learn more about Less Annoying CRM
Over ten thousand real estate agents, agencies, brokers and other small businesses use Less Annoying CRM to manage their contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Learn more about Less Annoying CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads. Learn more about EngageBay
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Learn more about EngageBay

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Caspio is the world's leading NO-CODE platform for building online database applications without having to write code. Learn more about Caspio
Caspio is the world's leading NO-CODE platform for building real estate CRM applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Learn more about Caspio

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Use monday sales CRM to run all your real estate processes, simplify client management, track listings, automate workflows, and more. Learn more about monday sales CRM
Use monday sales CRM to manage and organize all your real estate business processes, improve contact management, and maintain a healthy pipeline of leads. Easily communicate with clients, organize property evaluations and showings, track listing statuses, and keep all agents aligned. In addition, this customizable no-code software lets you automate workflows, maintain a centralized database, collaborate in real-time, integrate existing tools, and stay in sync also on the go via a mobile app. Learn more about monday sales CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Bigin comes with a ready-made template just for real estate making it easy for you to focus more on sales. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease. Learn more about Bigin by Zoho CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
An intelligent sales CRM that helps sales reps be more productive, increase their sales, and engage clients. Learn more about Salesmate
Salesmate helps businesses close more deals faster. Our easy-to-use interface and automated workflows let your sales team focus on the right deals at the right time. Never miss a beat and start closing more deals. Some of our hottest features: - Built-in Calling w/ Power Dialer - Customer Journey Automation - Email Drip Sequences - Workflow Automation - Meeting Scheduler - Web forms Give us a free test ride today and our friendly staff is ready to help you! Learn more about Salesmate

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you. Learn more about Affinity

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
A complete solution to track capital, manage new investment opportunities and provide investors with a branded portal. Learn more about Yardi Investment Manager
Yardi Investment Manager is a complete platform for managing relations with current and prospective investors, tracking capital transactions and insights into investment metrics. A branded investor portal provides timely access to data, operating and capital expenses, documents, and reports. For your compliance concerns, an entire audit trail of activity and communications. Adopt Investment Manager alone or connect it with Yardi Voyager or Yardi Breeze Premier to remove disparate data systems. Learn more about Yardi Investment Manager

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Sales Cloud 360 is a customizable CRM platform that grows with your team. Empower agents to provide faster response times through instant messaging and personalized auto responses. Help them maintain relationships with reminders and nonintrusive client emails. Get real-time customer information and activity in one place, plus insights with dashboards and reports. Connect to thousands of business apps to extend your CRM to every department. Learn more about Salesforce Sales Cloud

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online. Learn more about Mailchimp

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Zoho CRM is an omnichannel, online software for real estate agencies to manage business processes, sales & marketing.
Zoho CRM enables real estate agents, developers, and brokerage firms to take control of their business processes. This omnichannel, cloud-based software solution is a centralized platform for sales process management, property management, and automation, and seamlessly integrates with 500+ third-party apps. Zoho CRM is mobile-friendly and allows users to access data and communicate with teams in real-time. Learn more about Zoho CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Zendesk provides the complete customer service solution that’s easy to use and scales with your business.
Zendesk is the only complete customer service solution, that is both easy to use and scales with your business. On average, companies using Zendesk increase customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and a full customer history. Get up and running quickly, and expect to see results even faster. Learn more about Zendesk

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
monday.com, Real Estate CRM software, ideal for customer management with a highly secure environment for your customer data.
monday.com is a powerful Real Estate CRM solution providing agents and brokers one easy place to conduct all their work. From managing incoming leads and contracts to nurturing programs, monday.com gives you a centralized database where you can track, manage, and get complete visibility into all deals. Efficiently manage customer relations with effective automations, integrations, dashboards, customizable workflows, and multiple data views. Learn more about monday.com

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Learn more about Nimble

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting. Learn more about Airtable

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Build better customer relationships with the #1-rated Business Messenger.
Intercom is a Customer Communications Platform. With Intercom, you can build better customer relationships through personalized, messenger-based experiences across the customer journey. The world's most successful companies, like Atlassian, Shopify, and New Relic use Intercom to deliver conversational customer experiences through chat, bots, and personalized messaging. Learn more about Intercom

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Deliver mission critical service faster with Incident Management
Service Cloud 360, the world’s #1 customer service platform, empowers companies to drive seamless engagement across the entire customer journey. Address incidents quickly by ensuring your teams can identify, track, and fix issues with proven workflows. Give agents and service operations teams full visibility into incidents, cases, and customer data in a single workspace. Create an even better customer experience with Incident Management best practices built into the #1 service platform. Learn more about Salesforce Service Cloud

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business. Learn more about The Wise Agent

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Cloud Customer Service with Practical AI - Inbound, Outbound, ACD, IVR, IVA, CTI, Chat, Email, Call Recording, and CRM Integration.
Create personalized customer service experiences over the phone, web, chat, and more with the power of Practical AI. Our best-in-class AI automates interactions and assist your live agents, reducing service costs while you deliver a more conversational service experience. It’s like having a brand new, international team that speaks hundreds of languages and streamlines your most critical business operations Learn more about Five9

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
End-to-end client experience platform built for small businesses.
Meet Thryv, the end-to-end client experience platform built for small businesses. Thryv integrates essential business functions like estimates and invoicing, appointment scheduling, payment processing, text and email campaigns, managing customer lists, social media, and more. Learn more about Thryv

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
ResMan's platform is built to seamlessly manage multifamily units, delivering efficient workflows and free live chat support.
If you own, operate or invest in multifamily apartments with more than 100 units then it is time to discover ResMan. ResMan's property management platform seamlessly manages everything from accounting to screening to affordable compliance, giving owners and operators an end-to-end solution that delivers consistent NOI growth and a breathtaking resident experience. || Free Live Chat Support || Easy Implementation || Dedicated Customer Success Team || Visit ResMan's website for a free demo. Learn more about ResMan

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
The best CRM for real estate. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions. Learn more about eWay-CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Quickbase is a no-code operational agility platform that enables organizations to improve operations through insights and automation.
Improve your team's accountability and productivity with a flexible real estate CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving, trigger-based actions make your team more productive, and automated reporting keeps your stakeholders in the know. Improve operations through real-time insights and automation with Quickbase's real estate management platform. Learn more about Quickbase

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Powerful REAL ESTATE tech designed to help generate leads, run your real estate business, & convert opportunities into closed deals.
REAL ESTATE ONLY. Better ROI isn't just a goal, it's inevitable with BoomTown. Generate new prospects, manage a growing database, and increase agent productivity. All from one central location. Head-to-head, BoomTown produces better results for real estate teams than any other provider. In fact, 2x more leads and 33% more commission income were the numbers for The Smits Team when they tested BoomTown against another CRM system for a full year. Learn more about the BoomTown difference. Learn more about BoomTown

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
vcita makes running your real estate business a breeze. Book, get payments and interact like the big ones!
Grow your client relationships with a powerful CRM app by vcita. Store, manage and label your leads, contacts and clients in one centralized online hub. Easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Get a birds-eye view of your clients' history, appointments, payments, invoices, documents and conversations and have all the information handy wherever you are and whenever you need it with a friendly mobile app. Learn more about vcita

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
The #1 platform to codify & automate dynamic sales plays, facilitate coaching, & deliver insights at every stage of the revenue cycle.
Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace™ by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win. Thousands of the world’s most successful sales teams, like those at IBM, Shopify, Square, and Cisco, drive more revenue with Salesloft. For more informati Learn more about SalesLoft

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
EMAIL MARKETING with DRIP—where INTELLIGENT data, DYNAMIC segmentation, and your brand's personality come together to explode REVENUE.
Send SPOT-ON EMAILS that get opened + discover what brings in the most MONEY. Drag-n-drop your way to always-BEAUTIFUL emails with 50+ templates and an EASY visual builder. Email SMARTER (not harder) using INTELLIGENT data + SUPERHERO-LEVEL segmentation. Access 55+ pre-built email WORKFLOWS and advanced workflow SPLIT TESTING (designed around industry best practices + HIGH-CONVERTING logic). Try Drip FREE for 14 days (no credit card) → Nail your EMAIL + POPUP MARKETING → Grow YOUR brand bi Learn more about Drip

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for real estate that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one. Learn more about Salesforce Essentials

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Sales and marketing solution that combines CRM, marketing automation, customer journey mapping, analytics, project management, & more.
GreenRope Complete CRM and marketing automation delivers a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle. Increase collaboration, drive sales, build better relationships, and create optimized omnichannel customer experiences. Learn more about GreenRope

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Learn more about Close

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.
The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial. Learn more about Capsule

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Ideal for real estate professionals, amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls straight from the CRM. Every interaction with a customer becomes a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools. It's perfect for keeping track of properties, deals and listings - while also keeping in touch with leads. Learn more about amoCRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Groove's sales productivity platform enables revenue leaders to increase dollars per rep across every division of the enterprise.
Groove’s sales productivity platform enables revenue leaders to boost revenue-per-rep across every division of the enterprise. Groove automates manual tasks and makes Salesforce easy to access and update from the office, home or on the road. From repeatable playbooks to AI-powered insights, Groove enables sellers to operate at peak performance. More than 70,000 users at customers including Google, Uber, and Capital One leverage Groove to be more efficient and effective. https://groove.co. Learn more about Groove

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Your property management partner. All-in-one property management - allowing you to manage your rental properties from anywhere.
Affordable property management for long-term rentals. Hemlane is an all-in-one property management solution that helps you manage rentals anywhere in the US. Streamline your property management with - Best-in-class marketing tools - Comprehensive tenant screening - Automated rent collection and late fees - 24/7 repair coordination - End-to-end tenant placement Learn more about Hemlane

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Teamgate represents the simplest, smartest and strongest full process Sales CRM. Easy to use, easy to manage your business growth.
A simple and transparent web-based full process Sales CRM system, Teamgate offers the functionality to guide you through the entire sales process from start to finish. Connect, organize, research, and analyze your leads from inside a super smart, fully integrated system;, closing deals faster, in a more advanced user-friendly manner. The Teamgate softwares integrated Sales stack includes access to Zendesk, Mailchimp, Zapier and other powerful features to kill your sales targets every day! Learn more about Teamgate

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Canada Local product
The simplest CRM for REALTORS®. And it's FREE! Build a contact database, convert more clients, keep organized and track your deals.
Think CRM's are too complicated? Think again. Meet the unbelievably simple and FREE real estate CRM made for REALTORS. Whether you're a new agent or an established agent looking for a better way to organize and grow your business, this is the perfect tool for you! Set your income goals, organize your database, convert more clients and track your deal flow in one, super easy tool. Try it FREE forever, no contract or credit card real estate success is closer than you think! Learn more about RealOffice360

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Contactually helps you maintain and strengthen professional relationships.
Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach those that need the most attention with timely, targeted messages and work smart, by automating where appropriate, but always communicating in your voice. These actions leave agents free to do what they do best - build the kind of personal relationships that grow the business. Learn more about Contactually

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking
Finally, manage your business stress-free, stay top-of-mind, and sell confidently.
LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning those leads into lifelong clients. Known as the most affordable and easy-to-use CRM for sales professionals and small businesses. Starting at $25/Month. Its most popular features include video email and texting, automated lead follow-up, task reminders, transaction management, and database segmentation. Learn more about LionDesk

Features

  • Campaign Management Software
  • Email Marketing Software
  • Lead Management Software
  • Contact Management Software
  • Client/Property Matching
  • Referral Tracking

Real Estate CRM Software Buyers Guide

What is real estate CRM software?

Real estate customer relationship management (CRM) software provides specialized customer relationship tools to realty companies of all sizes across Canada. Agents and agency managers can manage leads and contacts through all phases of the sales cycle. Agents and property managers can access application tools via mobile devices. Sales teams can automate the distribution of marketing materials and sales forecasts. Here we've outlined the benefits, features, considerations and key industry trends to keep in mind when looking for your new Canadian real estate software solution. To browse specific real estate CRM tools, head over to Capterra's directory or check out the six top CRM tools for realtors in Canada according to verified user reviews.

What are the benefits of real estate CRM software?

The benefits of real estate CRM software are wide-ranging, but mainly centre around boosted efficiency for your real estate agency. While many CRM property management software solutions provide similar benefits, some may be more advantageous for your specific business than others. Reading the reviews for each tool on Capterra's directory will help you find the best CRM for your real estate agency.

  • Contact and lead management: In addition to the standard contact fields common in most CRM apps, real estate CRM software also stores and compares information specific to the real estate market such as client budgets and preferred target neighborhoods. Dashboard and calendar functions remind agents when to reconnect with leads and clients so that valuable opportunities are never lost.
  • Targeted listings: By keeping up-to-date information on potential clients, agents can automatically match new listings with client preferences. In doing so, the information you provide clients will better reflect their needs. Real-time listings and marketing materials can automatically be distributed to potential clients via email and other messaging platforms.
  • Agency pipeline management: In addition to managing contact information for new sales opportunities, real estate CRM system allows agency managers to calculate closure success rates and timelines for past listings. This in turn provides an accurate tool for agencies to forecast projected sales based on deals currently in the pipeline.

What are the typical features of real estate CRM software?

While CRM software solutions may differ in additional features and functionalities, the majority will contain the same core features, which include:

  • Contact management: Enables users to store and search contact information by fields such as name, address, and telephone number. The software also stores market information for contacts such as housing budget and current mortgage information.
  • Lead management: Tracks and manages sales leads through the entire sales process. Allows you to create reminders for when to contact potential clients at later dates.
  • Dashboard: Provides an ""at-a-glance"" interface for monitoring the status of tracked sales opportunities. Gives sales managers a tool to monitor sales agent activity.
  • Email marketing: Uses the contact database to generate commercial messages to specific target markets using email or other messaging platforms.
  • Customer segmentation: Uses contact information across the entire database to identify market segments based on criteria such as income and location.

The real estate CRM software directory lets you filter by feature(s) to view only options that meet your business needs, which can help you narrow your software shortlist.

What should be considered when purchasing real estate CRM software?

Just as not all real estate CRM solutions are made equal, not all real estate agencies are either. Your agency is likely to have very different processes and workflows than others, so it's important to take into account a range of factors when choosing the right CRM platform for your business.

  • Market-specific vs. general CRM: Many CRM offerings are not designed for a specific vertical market. Although they provide customization via powerful configuration tools, smaller agencies may not have the IT staff or support to take advantage of this breadth of features. On the other hand, real estate CRM system packages are specifically designed for agencies for all sizes, but may lack the customization features of broader-scale CRM or project collaboration products.
  • CRM vs. ERP: Many enterprise resource planning (ERP) packages offer CRM as a component of a more comprehensive enterprise solution. If you are looking for a solution that will integrate with other business functions - for example, accounting, human resources, and asset management - then a broader ERP solution may be a consideration.
  • Platform dependency: Considering that many real estate sales are conducted in the field, it's important to understand the features and limitations of a real estate CRM's mobile component. Although most products available in today's market provide apps that work across all major mobile platforms (iOS, Android, and mobile web browsers), there may be functionality limitations for mobile versions.

The real estate industry in Canada has been subject to many industry trends, fluctuations and upheavals in recent years. There's no doubt that real estate agents have to stay on top of such changes for their day-to-day processes, but it's also important to know how these trends might affect the offerings of your CRM tool. Capterra's consumer-focused report provides some up-to-date trends in the ever-changing Canadian real estate industry. Moreover, stay up to date with specific tech trends in the real estate industry by reading Capterra's PropTech deep-dive report. Some core trends to look out for in your next CRM tool are listed below:

  • Real estate CRM software will increasingly depend on artificial intelligence (AI) and machine learning to forecast trends in real estate markets: You don't have to own real estate to be aware of (and affected by) the cyclical nature of real estate markets. The ability to forecast the timing of these cycles can make all the difference for investors. Many current real estate CRM system offerings uses sales cycle data to forecast an agency's projected income. Considering that 68% of small businesses will adopt AI in some respect over the next one to two years, it's likely that we will see real estate CRM programs that intelligently augment forecasts with real-time market data.
  • The use of virtual reality (VR) in real estate will change the role of real estate agents: It is projected that the use of VR will contribute an additional $2.6 billion in revenue to the real estate market through 2025. Currently, many real estate websites only show listing photos and information when the potential client provides contact information. This data is then stored in a real estate CRM system and the lead is passed on to an agent to schedule a showing. However, being that showings will be increasingly conducted via VR, collecting contact information in a real estate CRM will become even more crucial for tracking potential clients."