Top CRM Tools Every Real Estate Agent Should Know
Blog Author - Published Date
Picking the right customer relationship management (CRM) system is a big deal for real estate agents. It's not just about keeping track of contacts; it's about making your business run smoother and helping you connect better with clients. With so many options out there, finding the best CRM for real estate agencies can feel a bit overwhelming. We've looked at a bunch of them to help you figure out which ones might be a good fit for your agency in 2025.
Key Takeaways
- A real estate CRM helps manage client interactions, organize data, and collect leads from various sources.
- Look for features like automation, easy-to-use interfaces, good reporting, and integration capabilities when choosing a CRM.
- The best CRM for real estate agencies should be customizable to fit your specific business needs and grow with your company.
- Mobile access and reliable customer support are important for agents on the go and for resolving issues quickly.
- Ultimately, the best CRM is the one that helps you improve client relationships and boost your business performance.
HubSpot
HubSpot is a really popular choice for real estate agents, and honestly, it's easy to see why. It's got a free version that's actually useful, which is a big deal when you're just starting out or trying to keep costs down. You can manage your contacts, track deals through different stages, and even send emails right from the platform. They also have this neat meeting scheduler that syncs with your calendar, so no more endless back-and-forth trying to find a time for a showing.
One of the standout features for real estate folks is the email marketing capability. Even the free plan lets you send out a decent number of emails each month, and they have templates and an AI writer to help you craft messages faster. Plus, you can add a live chat feature to your website, which is great for catching potential clients when they're browsing listings.
Key Features and Benefits
- Pipeline Management: Visualize your deals from lead to closing with customizable pipelines.
- Communication Tools: Send emails, track opens, and use templates or AI to speed up outreach.
- Meeting Scheduler: Clients can book appointments directly based on your availability.
- Website Integration: Embed live chat for real-time visitor interaction.
- Automation: Automate simple tasks like follow-ups after open houses.
Customization and Integrations
HubSpot really shines when it comes to making it fit your specific needs. You can customize workflows, dashboards, and reports, and even add custom properties to keep track of exactly what you need for your real estate business. It also plays nice with over 1,500 other apps, so you can connect it to tools you're already using. This level of flexibility means you can really tailor HubSpot to your agency.
User Reviews and Comparisons
Many real estate professionals appreciate how intuitive HubSpot is, especially the free version. It's often praised for its ease of use and the fact that you can get started without a lot of technical know-how. When you look at feature comparison charts, HubSpot frequently stands out for its bundled marketing and sales tools, especially for those prioritizing email outreach. Some user reviews mention that while the free version is great, paid plans can get pricey, but for many, the value is there.
For agents looking for a robust, free CRM that offers solid marketing tools and good customization, HubSpot is a strong contender. It simplifies many day-to-day tasks, allowing you to focus more on clients and less on admin.
Zoho CRM
Zoho CRM is a solid choice for real estate agents, especially if you like to tweak your workflows to fit exactly how you do business. It’s pretty good at suggesting pre-built workflows based on your activity history, which can really cut down on time spent on repetitive tasks. Plus, you get email notifications and a mobile app, so you can keep tabs on things even when you're out showing properties. The free version is decent, but it does cap you at 3 users, and some of the more advanced features, like email parsing and better analytics, are locked behind a paywall.
Key Features for Real Estate Agents
- Customizable Workflows: Tailor your sales processes to match your unique business needs. This means you can set up automations for follow-ups, deal stages, and more, making sure no lead slips through the cracks.
- Email Marketing: Zoho CRM includes tools for creating and sending marketing emails. You can personalize these, schedule them, and even set up automated sequences based on how contacts interact with your emails or website.
- Lead Scoring: This feature helps you figure out which leads are most likely to convert, so you can focus your energy where it counts.
- Multiple Pipelines: Manage different types of sales processes or client types using separate pipelines. This keeps things organized, whether you're tracking buyers, sellers, or specific listing types.
- Automated Reporting: Get insights into your sales performance without manually digging through data. Zoho can generate reports automatically, saving you time and providing quick overviews.
Zoho CRM offers a generous amount of storage, allowing up to 5,000 records across all modules. You also get 1TB of free cloud storage, which is quite a bit for a free offering. If your agency grows, you can easily add more functionality by integrating with other Zoho products for customer support, marketing, and surveys.
Zoho CRM is a good option if you're looking for a system that you can really mold to your business. It’s not the flashiest, and the free version has its limits, but the ability to customize and the decent set of core features make it a strong contender for many real estate teams.
EngageBay
EngageBay positions itself as an all-in-one solution, aiming to bundle marketing, sales, and customer service into one package. For real estate agents, this means you can manage contacts, track deals through custom milestones, and even automate some of your email outreach. It’s a pretty budget-friendly option, which is always a plus when you’re starting out or trying to keep overhead low.
One of the standout features for me is the lead scoring. It helps you figure out which potential clients are actually showing interest, so you’re not wasting time on people who aren’t ready to buy or sell. Plus, the email marketing tools let you send out a decent number of emails each month, and you can see if people are actually opening them. That kind of insight is super helpful for knowing when to follow up.
Key Features for Real Estate
- Contact Management: Keep all your client info in one place, see past interactions, and even import contacts from places like Google or Outlook. It makes staying organized a lot easier.
- Email Marketing & Tracking: Send out campaigns, use templates, and monitor open rates to gauge client interest.
- Deal Pipelines: Set up custom stages for your sales process to keep track of where each deal is at.
- Live Chat: Offer real-time support on your website with tools that can track interactions.
- Video Templates: Save time by using pre-made video templates for common tasks or events.
EngageBay tries to cover a lot of ground, from getting new leads to closing deals and keeping clients happy. It’s designed to be user-friendly, which is great because nobody wants to spend hours learning a new system.
While it doesn't have specific listing management tools, its broad approach to CRM and marketing makes it a solid contender for agents looking for a unified platform. The ability to automate tasks and get a clearer picture of lead engagement can really make a difference in your day-to-day operations.
Agile CRM
Agile CRM is a solid choice for real estate agencies looking for a cloud-based system that works across different devices. It really brings together CRM functions with marketing automation, which means you can keep track of your clients and run campaigns all from one spot. What's neat is that even the free version lets you manage up to 1,000 contacts, set up custom data fields, score leads, and even book appointments, all accessible from your computer or phone. It’s also pretty flexible because you can switch between their pricing plans whenever your business needs change, which is great for scalability as your agency grows.
One thing to keep in mind is that the free plan is limited to 10 users. If you need more, their paid plans start at a reasonable price, especially if you commit to a longer contract. For those who want to stick with a free option but need more user seats, you might want to check out alternatives like ClickUp.
Key Features for Real Estate
- Lead Scoring: Helps you focus on the most promising leads by prioritizing those more likely to move forward in the sales process.
- Email Marketing Tools: Allows you to create and send email marketing campaigns, use pre-made templates, and send a decent number of emails each month.
- Cloud-Based Integration: Connects with various cloud services, making it easy to access your data from anywhere.
Agile CRM offers a good mix of features for managing client relationships and marketing efforts. Its ability to adapt to changing business needs makes it a practical option for agencies aiming for growth.
Agile CRM is a powerful tool that real estate agents can use to build out their entire workflow. You can find out more about how CRMs can help manage your client relationships by looking at top free CRM tools.
Bitrix24
Bitrix24 really stands out when it comes to keeping your team in sync and projects moving forward. If you're looking for a way to manage communication and collaboration, this is definitely one to check out. Beyond the basics like commenting on updates, you can also record video messages, sync calendars, and even set up a sort of internal social network for your company. They also have project management tools like Kanban boards, which are super handy.
One thing to note is that customer support can be a bit limited if you're on the free plan. But honestly, no software is perfect, right? Bitrix24 is pretty straightforward to get going with, offers a good amount of storage for your client data, and it’s a solid choice if your main goal is to boost how well your team talks to each other and gets stuff done.
Key Features for Real Estate Agents
- Company Knowledge Base: Build a central spot for all your important company info, like how-tos, policies, and frequently asked questions. This keeps everyone on the same page.
- Third-Party Integrations: Connect with other tools you probably already use, like Google Docs or Office 365. This makes your workflow smoother.
- Omnichannel Communication: All client messages, no matter where they come from – email, social media, etc. – get pulled into your CRM. This means you won't miss a lead.
- AI-Powered Sales Assistant (CoPilot): This is a big one. It can help write marketing texts, brainstorm ideas, transcribe calls right in the CRM, and even fill in lead details automatically. The AI scoring tool also helps with sales predictions.
Pros and Cons
- Pros:
- Includes a website builder.
- Syncs automatically with external calendars (Google, iCloud, Office 365).
- Offers an automatic dialer.
- Provides 5GB of online storage.
- Cons:
- Lacks specific tools for property listing management.
- Setup might require some technical know-how.
- Customer support isn't available 24/7.
Bitrix24 is a strong contender for real estate teams focused on internal communication and project organization. Its broad feature set, including AI tools and integration capabilities, makes it adaptable for various agency needs. While it might not have dedicated property listing tools, its collaborative strengths are undeniable. Many users find it a great product with excellent customer service, as noted by one owner who has used it for over two years. Christopher F. rated it 5.0 overall.
ClickUp
ClickUp really stands out if your main goal is to get a handle on your tasks and boost overall productivity. It's pretty cool because the free plan lets you have as many users as you want, and you can create an unlimited number of tasks. You get a decent amount of space to work with, too – up to 5 different areas, with 40 lists and 100 folders in each. If your real estate business starts booming, you can always upgrade to one of their paid plans.
What makes ClickUp a strong contender for real estate agents is its solid task management and productivity features. It’s a great fit for agents who need to stay super organized. You can set up custom dashboards and connect it with various real estate apps you might already be using. While it's not a complete CRM out-of-the-box, its productivity tools, like the team whiteboard and chat, plus a really easy-to-use interface, help agents manage their daily work much more efficiently.
Key Features for Real Estate Agents
- Automations: ClickUp offers over 100 automations. You can set up rules to automatically schedule meetings, tasks, or even marketing campaigns using an AI-powered builder. This can save a lot of time on repetitive actions.
- Guest Access: Need to share project details or tasks with someone outside your team, like a contractor or a client? ClickUp lets you grant guest access, so they can see what they need without being full users.
- Wikis: Keep all your important agency information in one place. ClickUp's wikis are perfect for storing property details, client notes, or team procedures, making it easy for everyone to find what they need.
- Gantt Charts: For managing larger projects, like a new development or a marketing campaign, Gantt charts give you a clear visual timeline. This helps you track progress, hit deadlines, and make sure everything stays on schedule.
ClickUp's strength lies in its flexibility and its focus on getting things done. It’s a tool that can adapt to how you work, whether you're managing a few leads or a whole team of agents. The ability to customize workflows and integrate with other apps makes it a powerful productivity hub.
Pros and Cons
Feature | Pros |
---|---|
User Limit | Unlimited users on free and paid plans. |
Task Management | Unlimited tasks, organized into lists and folders. |
Support | 24/7 support available. |
Integrations | Integrates with numerous third-party apps. |
Interface | User-friendly with robust productivity tools. |
Social Media | Supports social media integrations. |
Customer Support | No phone customer support. |
Free Storage | Limited to 60MB for the free account. |
Pricing Overview
ClickUp offers several pricing tiers, starting with a robust free plan. Paid plans typically add more advanced features, storage, and support options, making it scalable for growing real estate agencies. While specific pricing can change, their model generally aims to provide value at each level.
Propertybase
Propertybase is an online platform built for real estate pros, covering everything from managing contacts and leads to handling transactions and even designing your website. It’s a good choice if you’re looking to boost how much you get done and want to keep clients around for the long haul. They offer features like custom websites for brokerages, automated email sequences, and ways to promote your listings on social media.
Some of the standout features include:
- Custom brokerage websites
- Automated feedback for listing matches
- A drag-and-drop tool for marketing materials
- Integration with Salesforce (in their Salesforce Edition)
The platform aims to be an all-in-one solution for agents and teams. It handles your website, contact database, lead tracking, and transaction management all in one place. Plus, it connects with Multiple Listing Services (MLS), which helps manage listings and automate email campaigns.
Propertybase offers a lot of tools that can really streamline how you work. Having your website, leads, and deals all managed together makes things much simpler.
When it comes to pricing, Propertybase has a couple of main options. Propertybase Go starts around $399, and their Propertybase Salesforce Edition begins at $799. Keep in mind that the Salesforce version can have a steeper learning curve and might be more than what smaller agencies need. It’s worth checking out their website for the most current details on their plans and what they include.
Realvolve

Realvolve is a CRM that really gets what real estate agents need. It’s not just another generic sales tool; it’s built from the ground up for our industry. Think of it as a system that helps you manage your entire client lifecycle, from that first contact all the way through to closing and beyond. One of its standout features is the pre-built workflow templates. These aren't just vague ideas; they're actual step-by-step guides for things like buying, selling, and even post-closing follow-ups. You pick a workflow, and Realvolve handles the reminders for calls, emails, and important dates. It takes a lot of the guesswork out of staying on top of things.
Timeline View for Relationship History
What I really like is the timeline view for each contact. It’s like a history book for your relationships. You can see exactly when you first met someone, what properties they were interested in, their birthday, where they came from (referral source), and all your past interactions. This makes building those long-term client relationships much easier because you have all the context right there.
Customizable to Match Your Brand
You can also tweak things to match your own style. This includes email templates, text messages, and even how tasks are set up. So, whether you’re dealing with high-end properties or first-time buyers, you can keep your branding consistent. It helps you look professional and organized.
Collaboration for Real Estate Teams
If you work on a team, Realvolve makes it simple to share information. You can assign tasks to your transaction coordinators, assistants, or co-agents. Everyone can see what’s going on with deals without getting confused. It’s good for keeping things moving smoothly.
Designed for the Real Estate Lifecycle
Unlike CRMs that try to be everything to everyone, Realvolve is focused. It supports the whole process of buying and selling homes. It’s not just about managing contacts; it’s about managing the actual work involved in real estate deals. This focus means it has features that general CRMs just don't have.
Pricing
Realvolve’s pricing starts around $49 per month for a single user. While it might seem a bit more than some other options, the specialized features for real estate often make it worth the investment if you’re serious about growing your business efficiently. They do offer a free 14-day trial so you can test it out. You can find more details about Realvolve's capabilities.
Realvolve is a solid choice for agents who want a system that understands the nuances of real estate transactions and client management. Its focus on workflows and relationship history makes it a powerful tool for building a sustainable business.
NetHunt CRM
NetHunt CRM is a pretty interesting option, especially if your real estate agency lives and breathes Gmail. It really feels like it was built with Google Workspace users in mind, which is a big plus for many. It’s been around since 2015, so it’s not exactly new, but it’s grown a lot and now has features that real estate folks actually need. Think of it as a way to keep all your client info and conversations tidy, right inside your email.
Gmail Integration
This is where NetHunt really shines. It lives inside your inbox, making it super easy to manage contacts and track communications without constantly switching between apps. You can see a full history of your interactions with each client, which is handy for remembering those little details that matter. It’s like having a super-organized assistant tucked away in your email.
Visual Sales Pipeline
NetHunt offers a visual sales pipeline that helps you see where each lead is in the process. You can automate some of the lead capture and follow-up tasks, which is a lifesaver when you’re juggling a lot of potential clients. It’s pretty straightforward to set up and use, and you can access it from anywhere, which is a must in real estate.
Key Features for Real Estate
- Contact Management: Keeps your client data clean and organized, even helping prevent duplicates.
- Sales Automation: Automates tasks like lead capture and nurturing, so you don’t miss a beat.
- Email Marketing: Includes tools for email templates, mass emailing, and tracking opens and clicks, great for property announcements or market updates.
- Integrations: Connects with other tools you might use, like Instagram, WhatsApp, and Zapier, plus all your Google Workspace apps.
- Customization: You can tweak it to fit your agency’s specific workflow, changing field names and more.
NetHunt CRM is a solid choice for real estate professionals who want a CRM that integrates deeply with Gmail and Google Workspace. Its focus on email-centric workflows and visual pipeline management can really streamline how you handle leads and client communication. It’s also quite customizable, which is always a good thing.
NetHunt CRM starts at $24 per user per month and offers a 14-day free trial. It’s definitely worth checking out if you’re looking for a way to organize your real estate business more effectively, especially if you’re already a heavy Gmail user. You can get a feel for what a real estate CRM can do by looking at this guide.
Affinity

Affinity is a CRM that really focuses on building and managing relationships, which is super important in real estate. It's built for people who work with connections, like in finance and capital markets, and that includes real estate investors.
One of its big pluses is how it automatically grabs your emails, meetings, and other interactions. This means less time spent typing things into spreadsheets, which is always a win. It also has this neat 'relationship intelligence' feature that looks at how you communicate with people. It can actually help you figure out the best way to get introductions or referrals. Plus, it keeps your contact and company info updated in real-time, so you're not working with old data.
Now, it's not all perfect. Because it's got these specialized features, the price can be a bit higher, which might be tough for smaller agencies. Also, some folks might find it a little complicated at first if they're used to simpler tools. But if you're serious about managing your network and getting the most out of your connections, Affinity is definitely worth a look. Getting good customer support is also a big deal when you're learning a new system, and Affinity aims to provide that.
Wrapping Up Your CRM Search
So, picking the right CRM for your real estate business in 2025 is a big deal. It’s not just about having a fancy tool; it’s about finding something that actually makes your day-to-day work smoother and helps you connect better with clients. We’ve looked at a bunch of options, and honestly, what works best really depends on what you need and what you can spend. Don't rush this decision. Take a good look at your own business needs, do a little more digging, and choose the system that feels like the best fit. Getting this right can really make a difference in how well your agency does. Contact Us
Frequently Asked Questions
What exactly is a real estate CRM?
A real estate CRM is like a digital helper for real estate agents. It keeps track of all the people you talk to, like buyers and sellers, and helps you remember important details about them. It also helps you find new clients and organize your work so you don't miss anything.
What should I look for in a real estate CRM in 2025?
When picking a CRM, look for one that makes things easier by doing repetitive jobs for you, like sending emails. It should be simple to use so your whole team can learn it quickly. Also, it's good if it can show you important information with reports and connect with other tools you already use. Make sure it can grow with your business and has good customer support.
Are there free CRM options for real estate agents?
Yes, many CRMs offer free versions that are great for starting out or for smaller teams. These free options usually include basic features for managing contacts and deals. As your business grows, you can often upgrade to paid plans for more advanced tools.
How does a CRM help me manage my real estate business better?
A good CRM helps you stay organized by keeping all your client information in one place. It can remind you to follow up with people, help you track your sales progress, and even automate some marketing tasks. This means you spend less time on paperwork and more time helping clients find or sell homes.
Why is having a mobile CRM important for real estate agents?
Having a mobile-friendly CRM or an app is super important for real estate agents. You're often on the go, meeting clients or visiting properties. A mobile CRM lets you access client details, update notes, and manage tasks right from your phone, so you're always prepared.
How do I choose the best CRM for my specific real estate needs?
Think about what you do most often in your business. Do you send a lot of emails? Do you need help managing many tasks? Or do you need to work closely with your team? Choose a CRM that's best at the things that matter most to you. Also, consider how much you want to spend and if the CRM can grow with your company.







