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Real Estate CRM Software

Real Estate CRM software provides specialized customer relationship tools to realty companies. Real Estate CRM tools oversee lead management and follow-up through automated email marketing, mobile tools, and sales force automation. Real Estate CRM tools share many of the same features as a traditional CRM tool, however they are specifically focused on customer relationship management for real estate agencies. Related categories include Customer Relationship Management software, Sales Force Automation software, Contact Management software, Real Estate Agency software, Marketing Automation software, Hospitality Property Management software, Lease Management software, Lead Management software, Real Estate Property Management software, Vacation Rental software, Rental Property Management software, and Mac CRM software. Find the best CRM for real estate in Canada for your organization.

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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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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 more than 4k brokerages and 250K Agents, kvCORE is a the real estate CRM built for todays brokerages and agents 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. 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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Zoho CRM is an omnichannel, online software for real estate agencies to manage business processes, sales & marketing. Learn more about Zoho CRM
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
The Domain 6 Facilities Management Accelerator helps rapidly implement the gold standard for facilities management, MS Dynamics 365. Learn more about Facilities Management Accelerator
Lean on the Domain 6 for enterprise-wide facilities management, Microsoft Dynamics 365. The Domain 6 Facilities Management Accelerator can help you get up-and-running in record time and deliver quantifiable ROI. We'll equip you with work order & workforce management, asset tracking & equipment scheduling, IoT and smart building integrations, connected field services, call center systems integrations, customer self-service portals, preventative maintenance plans, and more. Learn more about Facilities Management Accelerator

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Juniper Square is the leader in partnership enablement for the private funds industry. Learn more about Juniper Square
Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management to fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,800 GPs rely on Juniper Square to manage more than 500,000 LPs. Learn more about Juniper Square

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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 commercial real estate 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. Learn more about Yardi Investment Manager

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Deliver the right content, to the right people, and the right time. Targeted, curated email content tailored to their journey. Learn more about ActivePipe
Deliver the right content, to the right people, and the right time. Nurture and convert more leads by providing targeted, curated email content around their property journey. Build better relationships with hands-free lead generation. - Automatic personalization - lead nurturing campaigns - drive sales performance - guess less, sell more Make every property journey seamless with perfectly timed and targeted information. "One of the reasons amongst many that I love ActivePipe is that it takes that concept of being able to stay in touch with my clients in a genuine manner and just elevates it to the point of like, set it and forget it. Elevate it." -Darren Von Britton, REALTOR® with Marketplace Sotheby's International Realty. If 3 to 6% of an agent's sphere are thinking of selling at any given time — those are can't miss leads. Never miss a listing. Learn more about ActivePipe

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Occupier is a modern lease management solution empowering businesses to make better real estate decisions and stay compliant. Learn more about Occupier
Occupier is a lease management and lease accounting software built with the tenant in mind. We centralize the way real estate teams and lease accounting professionals collaborate. Manage your commercial real estate portfolio with our deal tracker, critical date notifications, task automations, and ASC 842 accounting tools. Occupier streamlines compliance for any lease asset type including, finance, operating or equipment leases for lease accountants working within the FASB ASC 842, and IFRS 16. Learn more about Occupier

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
The best CRM for real estate. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook. Learn more about eWay-CRM
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns Learn more about Mailchimp

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- 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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Intercom is an AI powered, automation-first, customer service platform that enables businesses to deliver fast support at scale.
Intercom is the only complete Customer Service solution that provides a seamless customer experience across automation and human support, delivering increased customer satisfaction while reducing costs. We're building a future where most customer conversations are successfully resolved without needing human support, freeing up the team to work on higher value customer conversations. Learn more about Intercom

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Save time and reduce costs with innovations that reimagine your customer relationships.
Built on the world’s #1 CRM platform, Communications Cloud enables B2C, B2B, and wholesale communications service providers (CSPs) to move to a catalog-driven digital BSS. With purpose-built industry functionality and all the capabilities of Sales Cloud and Service Cloud, service providers of all sizes can quickly adapt to changing customer expectations, drive faster time to value, and unify every part of the organisation — from marketing to retail channels to customer care and operations. Learn more about Salesforce Service Cloud

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
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 CRM

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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.
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
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software
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 Wise Agent

Features

  • Campaign Management Software
  • Email Marketing Software
  • Client/Property Matching
  • Segmentation
  • Referral Tracking
  • Reporting/Analytics
  • Lead Capture Software
  • Workflow Management Software
  • Lead Nurturing Software
  • Contact Database
  • Document Management Software

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."