The 8 Best CRM Software For Real Estate Agents and Investors


There are many CRM software programs on the market, but which one is the best for real estate investors? In this article, we will take a look at the top 7 CRMs for real estate investors and see what each one has to offer. We hope this CRM will be best for real estate agents, investors, and any other professionals. You can easily organize your data, manage your leads, get more clients, and simplify your daily life.

What is CRM in Real Estate Investing?

Real estate investors are constantly looking for ways to streamline their processes and effectively manage their businesses. One important tool that has gained popularity in recent years is a CRM, or customer relationship management system. But what exactly is a CRM in real estate investing? At its core, it is a technology or software platform that allows investors to centralize and organize customer and property data, lead generation, manage marketing campaigns, and ultimately, build stronger relationships with clients. By utilizing a CRM, investors can maximize their time and resources and ultimately increase their bottom line. It is a valuable asset in today’s fast-paced real estate market and one that all serious investors should consider incorporating into their business model.

How Much Does a Real Estate CRM Cost?

As a real estate professional, you understand the importance of keeping track of your leads, clients, and sales. A customer relationship management (CRM) software can provide a powerful solution for streamlining your workflow and improving your bottom line. When considering implementing a real estate CRM, one of the first questions that comes to mind is the cost. While the cost of a real estate CRM can vary widely depending on the provider and the features included, it’s important to consider the value that a CRM can bring to your business. Investing in a reliable and efficient CRM can not only save you time and money in the long run, but also help you close more deals and grow your business. The average cost of using a Real Estate CRM is $10 to $99 per month. You can also use the Real Estate CRM for free with limited features.

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1. Propertybase

Propertybase, Propertybase crm, real estate crm software, Real Estate CRM, best crm software for real estate agent.

If you work in real estate, then you know how important it is to have a good CRM system in place. Propertybase is a CRM system specifically designed for the real estate industry. It offers a wide range of features that can help you manage your business more effectively. In this article, we will take a closer look at Propertybase and what it has to offer.

Features of PropertyBase

1. Automated Lead Capture:

Propertybase offers a powerful automated lead capture system that allows agents and brokers to quickly capture leads from a variety of sources, including websites, email campaigns, and social media platforms. The system also includes features such as lead scoring and qualification, so agents can prioritize their leads and focus on the most promising opportunities.

2. Contact Management:

Propertybase offers an intuitive contact management system that allows agents to easily store and organize all of their contacts in one place. Agents can quickly search through their contacts to find the right person for any task or opportunity, as well as track interactions with each contact over time.

3. Transaction Management:

Propertybase’s transaction management feature provides agents with an easy way to manage all aspects of the real estate transaction process. Agents can easily create contracts, track progress on tasks such as inspections and appraisals, and collaborate with other parties involved in the transaction.

4. Listing Management:

Propertybase’s listing management feature makes it easy for agents to keep track of all of their listings in one place. Agents can add details about each listing such as photos, descriptions, pricing information, open houses, and more. They can also use the platform to promote their listings on social media platforms or via email campaigns.

5. Analytics & Reporting:

Propertybase provides comprehensive analytics and reporting tools so agents can gain insight into their performance over time. Agents can view reports on everything from lead conversion rates to total number of transactions closed over a given period of time. This information is invaluable for helping agents optimize their strategies and maximize their success in the real estate industry.

6. Customization & Integration:

Propertybase allows users to customize the platform according to their specific needs by using custom fields or integrating with third-party applications such as QuickBooks or MailChimp. This makes it easy for users to tailor the platform to meet their unique requirements while still taking advantage of all of its powerful features and capabilities


Company Plan: $69/Monthly

Enterprise Plan: $89/Monthly

2. HubSpot

HubSpot CRM, Hubspot, Real Estate CRM, best crm software for hubspot
HubSpot CRM

If you are in the real estate business, then you know how important it is to have a good CRM system in place. There are many different CRM systems on the market, but Hubspot CRM is one of the best. This system was specifically designed for real estate professionals, and it has all of the features that you need to manage your business effectively.


  • Real estate CRM platform.
  • Leads/Contact management.
  • Email automation and tracking.
  • Email signature generator.
  • View company insight.
  • Customer services and live chat.
  • User-friendly dashboard.
  • Opportunity and Pipeline Management.
  • Lead scoring and nurturing.
  • Lead generation
  • MLS and others apps integration.
  • Appointment scheduling.
  • Custom properties.
  • Email health insights.
  • Custom reporting and many more.

Pricing: Free trial available.

Starter plan: $50/Monthly.

Professional plan: $1,780/Monthly.

Enterprise Plan: $5,000/Monthly.

3. Wise Agent

wise agent, wise agent CRM
Wise Agent Real Estate CRM

If you’re looking for a CRM that will help you organize and manage your business, then you’ll want to check out Wise Agent. With its many features and tools, Wise Agent can help you keep track of your clients, properties, and transactions. You can also use Wise Agent to create custom reports and marketing materials. Plus, the Wise Agent team is always available to answer your questions and help you get the most out of the software.

Features Of Wise Agent:

1. Lead Management:

Wise Agent’s lead management system helps agents to easily capture and organize customer information, enabling them to quickly respond to inquiries and convert leads into clients. The system also allows agents to track conversations with leads, so they can better understand their needs and preferences.

2. Automated Follow-Ups:

Wise Agent’s automated follow-up system enables agents to set up reminders for themselves or other team members in order to ensure that no lead goes unanswered. Agents can also customize the frequency of follow-ups, allowing them to tailor their outreach strategy for each lead.

3. Transaction Management:

Wise Agent’s transaction management system helps agents manage their deals from start to finish. Agents can use the system to create contracts, track progress on tasks, and store important documents related to the transaction. This ensures that all parties involved in a deal are kept up-to-date on its status at all times.

4. Client Portal:

Wise Agent’s client portal provides customers with a secure place where they can access documents related to their transactions, such as contracts and closing statements. The portal also allows customers to view their current listings, so they can stay informed about any changes or updates that might affect them.

5. Reporting & Analytics:

Wise Agent’s reporting and analytics tools enable agents to track key metrics related to their business performance, such as the number of leads generated, number of deals closed, average sale price, etc. This data can then be used by agents in order to optimize their marketing strategies and better understand their target market.


Free trial available.

Wise Agent pricing starts from $32/Monthly.

4. Realvolve

realvolve, Real estate crm, realvolve crm, best crm for real estate investor

Realvolve CRM is a cloud-based customer relationship management software solution that enables businesses to manage their customers, deals, and documents in one place. Realvolve offers a suite of features including contact management, deal management, task, and workflow automation, document management, and reporting. Realvolve CRM is designed to help businesses streamline their sales and customer management processes, and improve their customer relationships.


  • Real estate CRM platform.
  • Leads/Contact management.
  • Marketing automation.
  • Transaction Management.
  • Email Marketing.
  • SMS Marketing
  • Track activity, event, and listing.
  • Property listing.
  • Commission reporting
  • Manage calendar and tasks.
  • Third-party integration.


Basic Plan: $94/Monthly.

Accelerate Plan: $99/Monthly.

Navigator Plan: $869/Monthly.

Concierge Plan: $2,119/Monthly.

5. Follow Up Boss

Follow Up Boss, Follow Up Boss crm

Follow Up Boss is a specialized CRM and lead management software for the real estate industry. It’s an effective and industry-leading CRM tool for real estate agents, investors, and management teams. All features, integrations, and solutions are in one place. So, Follow Up Boss would be the best choice for any real estate professional.


  • Best CRM platform.
  • Leads/Contact management.
  • Lead distribution.
  • Calling & Dialer.
  • Pixel tracking.
  • Marketing automation.
  • Transaction Management.
  • Email Marketing.
  • SMS Marketing.
  • Appointment setting.
  • Track activity, event, and listing.
  • Smart Property listing.
  • Deal and collaboration reporting
  • Manage calendar and tasks.
  • Third-party integration.


Grow Plan: $69/Monthly.

Pro plan: $499/Monthly.

Platform plan: $1,000/Monthly.

6. Top Producer

Top Producer, Top Producer crm, best crm for real esate investor, real estate crm

Top Producer is the best real estate CRM software & tool with dynamic workflows and proven follow-up features. Any real estate professional easily use and manage their customer using this CRM software. A lot of smart features include Top Producer to get new leads and sales.


  • Dynamic CRM platform.
  • Leads/Contact management.
  • Marketing automation.
  • Transaction Management.
  • Email Marketing.
  • Property listing and insight.
  • Social media insight.
  • Dynamic workflows and tasks.
  • Effective leads follow-up.
  • Third-party integration.


ESSENTIAL Plan: $60/Monthly.

PROFESSIONAL Plan: $95/Monthly

PROFESSIONAL PLUS Plan: Contact to get the professional plus plan.

7. Market Leader

Market Leader, Market Leader CRM, Real esttate crm, best crm for real estate investor
Market Leader

Market Leader is a real estate CRM for lead management and getting sales. It was founded in 1999 in Washington and now they have 250K+ customer. You can use Market Leader CRM to organize & manage your data and simplify your realtor life.


  • Realtor CRM platform.
  • Leads/Contact management.
  • Marketing automation.
  • Lead generation.
  • Brokerage business suite for the team.
  • Website customization.
  • Lead and property insight.
  • Property listing.
  • Mobile app.
  • Manage calendar and tasks.

Pricing: Contact the Market Leader to get the pricing.

8. RealOffice360

RealOffice360, RealOffice360 CRM

As a real estate investor, managing and maintaining relationships is an essential part of the job. That’s where RealOffice360 comes in, a comprehensive CRM software designed specifically for real estate investors. With RealOffice360, you can streamline your processes, manage leads, automate communications, and track deal progress all in one place. The software is user-friendly, customizable, and easily integrates with other tools you might be using. As a result, you can focus on doing what you do best- making smart investments and growing your portfolio. Simplify your workflow today with RealOffice360.

Features of RealOffice360

1. Contact Management:

RealOffice360 provides users with a comprehensive contact management system that allows them to easily store and organize customer information. The system also includes features such as lead tracking, email integration, and automated follow-up reminders. This allows users to quickly access customer information and keep track of leads in real-time.

2. Property Listings:

RealOffice360 offers an extensive property listings feature that allows users to create detailed listings for each property they represent. The system includes customizable templates, searchable categories, and the ability to upload photos and videos of the property. This enables users to quickly create professional listings that are easy for potential buyers to find.

3. Automated Workflows:

RealOffice360 also includes an automated workflow feature that allows users to create custom workflows for their business processes. This enables them to automate mundane tasks such as scheduling appointments or sending emails to customers, freeing up their time for more important tasks.

4. Analytics & Reports:

RealOffice360 provides users with powerful analytics tools that allow them to monitor their performance and make informed decisions based on data-driven insights. The system includes customizable reports that can be used to track key metrics such as customer acquisition rate, lead conversion rate, and average sale price, enabling users to identify areas of improvement in their business operations.

5. Integration with Third-Party Apps:

RealOffice360 integrates seamlessly with third-party apps such as QuickBooks, Dropbox, Google Drive, and Zillow, allowing users to manage all aspects of their business from one platform. This eliminates the need for manual data entry by automatically syncing data between platforms so it is always up-to-date and accurate.


14 Days Free trial without credit card.

RealOffice360, RealOffice360 pricing

Essentials Plan: $14 per month

Premium Plan: $29 per month

Team Plan: $50 per month

Brokerage Plan: $125 per month


In conclusion, the 8 CRM options outlined above are some of the best for real estate agents and investors. With more control over their business, they will be able to maximize their bottom line and increase commission faster. The right CRM software provides agents with an invaluable tool that makes it possible to network more efficiently and make sure that each contact is managed properly. Investing in a professional CRM to optimize my relationships, tasks, and property information has been one of the main keys to success in my career as a real estate agent. With hundreds of products on the market today, finding a quality product is an important step toward creating profitable partnerships with clients. I hope this article helps make your decision-making process a little easier, so you can select the best CRM Software option suitable for your needs. Thanks for reading!


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