So you want answers, and you want em’ fast. Here they are:
1) Best Overall 🏆
Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.
2) Good Plugins🥈
Hubspot is the undisputed king of full-stack marketing software. With solid CRM features.
3) Most Features 🥉
A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
So, you are in the market for a CRM that suits Real estate.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
What CRM would you recommend?
In short, It’s Monday.com CRM
It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.
“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max
Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com Review.
The Best CRM specifically for Real Estate
Real Estate is one of the hottest investment prospects in the world right now and involves dealing with clients regularly irrespective of whether you are new in the sector or an established entity. You need to be available for potential customers even during off-hours to make the most of every opportunity, and a CRM simplifies that task enormously. Here are some of the top-quality CRM services that can truly revolutionize your real estate business:
1. Zoho CRM
Zoho CRM is a tool quite similar to Salesforce, integrated with different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.
Zoho CRM Features
Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.
Here’s a wide range of features offered by Zoho CRM:
- Canvas design studio: Every business has different requirements, so it’s weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
- Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
- Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
- Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
- Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
- Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.
Zoho CRM Pricing
Zoho CRM offers subscription plans for every business, whether small, medium, or large.
The ” Standard” plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.
The “Professional” plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.
The “Enterprise” plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.
The “Ultimate” plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.
Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.
There’s also a free edition of Zoho CRM which offers essential management tools.
Efficy is a CRM solution that adapts to all the needs and size of each company. Its software allows you to grow and develop commercial activities in a structured manner through integrated actions such as: document management, customer relationship management, marketing campaign and contract management, sales staff management and motivation, and collaborative project management.
Efficy provides CRM solutions for businesses looking to streamline the workflow and manage all client-related tasks on a single platform. Moreover, you can connect with your customers anytime through Efficy as it stores all leads in an organized manner. It gives a platform to employees where they can work together on tasks and update results in real-time.
Here are some integral features of Efficy:
- 360⁰ customer view: Efficy allows all employees to access centralized information at one place without any bias. Everyone must have permission to make changes when necessary to maintain efficient functionality. Efficy gives everyone a 360⁰ customer view so they can track details and proceed with negotiations without any delay.
- Product Catalogue: You can store product-related details on Efficy and assign a manager to follow up on any claims. Your clients can do business anytime, and a product catalog allows your sales team to view all the relevant information before making a sales pitch.
- Marketing Campaigns: Your company’s sales and marketing ventures affect each other directly. Efficy provides optimal collaboration between the employees from different sectors, so everyone is aware of the ongoing negotiations and directed campaigns. It ensures there’s no conflict of interest among your sales and marketing teams regarding possible business commitments.
- Segmentation: It is a perfect tool for developing individual communication with your clients and making them aware of new offers or products. Mass communication can only help to an extent; Segmentation allows you to target a criterion-based population and make a sales pitch accordingly. You can set access rights to avoid any confusion and enable smooth exchange with the customers.
- Gamified CRM: Efficy’s revolutionary feature deploys game-like strategies to reward the employees upon meeting specified targets. It boosts morale and builds up a healthy work environment for your business. You earn badges after completing the objectives and can view your progression to get an idea of your growth.
- Interaction log: Efficy’s CRM platform keeps a record of all customer interactions regardless of the medium. It’s crucial to know the context before moving to the negotiation stage as it shows sincerity towards the clients. You can add notes under each file as a pointer for other team members and easily reassign tasks.
Efficy offers 4 subscription plans to choose from depending upon your business requirements and client network. The “Starter” plan is priced: at 20€/month for 1 user with the minimum users being 2, The “SMB” plan costs 40€/ month per user with a minimum of 5 users, The “Enterprise” plan requires at least 5 users too and is priced: at 60€/month, and the “Corporate” package is priced at 80€/month starting with a minimum of 10 users. You can choose a suitable subscription to match your client interactions.
3. Microsoft Dynamics
Microsoft Dynamics is the perfect software for connecting clients, products, people, and operations, all from a single tool that can be implemented through an infinite number of options. However, it is a payment tool that will require training time for you to be able to use it to its full potential. For this tool, programming knowledge is necessary. However, once you know how to use it, you will easily be able to simplify and connect business processes, improving customer interactions and facilitating growth.
Microsoft Dynamics 365 Features
Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis. You can use tools powered by AI and machine learning to get better insights into your business.
Here are some unique features offered by Dynamics 365:
- Unified Communications: Dynamics 365 allows you to connect with clients through “Microsoft Teams” and simplify the sales process. You can call meetings, have a conversation and send any valued offer or detail in a minute.
- Advanced AI tools: You can predict sales based on the latest marketing strategy and conversion rate with Dynamics 365’s AI-powered tools. It allows you to generate revenue, set automated tasks, analyze data in a 360⁰ manner and much more according to your requirements.
- Finance and Operations management: Dynamics 365 has a financial analysis tool that can help you manage commercial operations and record every transaction. You can store credit card details, annotate tasks and accelerate training for new employees in the organization. Moreover, Dynamics 365 allows a smooth transition of complex workflows and management operations on the CRM.
- Asset Management: You can list your business assets on the supply chain within Dynamics 365 and efficiently manage all the related information, maintenance activities while reducing redundant costs.
- Power supply chain agility: Dynamics 365 can help your business’s profitability through quick lead conversion and high-quality analysis. You can engage better with clients, set priorities, create automated bots, so your sales team has a better chance of securing the opportunity.
- Smart Maintenance: Dynamics 365 suggests approaches to grow your business and increase product longevity with safety through smart maintenance. You can keep a catalog and add relevant notes to help the sales team with the pitch.
- Visual editor: Dynamics 365 lets you create charts, graphs and organizational workflows to simplify performance metrics. You can set the parameters and get different points of view regarding business development.
- Learning Paths: Dynamics 365 provides educational content to help you get familiar with CRM services and implement their use throughout the organization. You can access several how-to guides, watch videos and participate in interactive sessions to get a grip on Dynamics 365.
Microsoft Dynamics 365 Pricing
Dynamics 365 allows users to choose packages according to their business niche.
Customer Data Platform is available for $1452/month for a single user and $968/month as an add-on plan. You can get a customer voice function for an extra $194/user for a month.
The sales tools are available in 3 different plans. “Sales Professional” is priced at $63/month and $19/month as an add-on. “Sales Enterprise” is worth $92/month for an individual and $19/month as an add-on. “Sales Premium” is priced: at $131/month for a single user, and “Microsoft Relationship Sales” is available for $134/month.
“Finance” package is priced at $172.5/month/user and $29/user/month as an add-on. “Project Management” tools are worth $116.5/user/month and $29.14/user/month as an add-on subscription.
Dynamics 365 has particular subscription plans for small and medium businesses to fast-track their sales process. “Business Central Essentials” is priced at $68/user/month, “Business Central Premium” is available at $97.2/user/month, “Customer Service Professional” is worth $48.6/user/month and “Sales Professional” is priced: at $63.2/user/month.
FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers – at a glance – everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.
Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.
Here are some dedicated features of Freshsales:
- Marketing Automation: Freshsales lets you set conditions to see desired customer leads and automate the marketing tasks for prompt communication. Moreover, you can create alerts for the sales team whenever there is progress in negotiations or; the clients respond positively to marketing activity. You can set up chatbots to deal with incoming inquiries and reach out to the client via Whatsapp, Gmail or other network sources with Marketing automation.
- Deals Management: Freshsales lets you manage and visualize the sales process to convert potential leads into permanent clients. You can prioritize leads that are most likely to come to fruition and analyze the conversion rate to forecast sales for similar deals in the future.
- Workflow automation: Sales process involves many repetitive tasks that are essential to the working of the company. Workflow automation handles routine operations to reduce manual dependency and boosts sales efficiency by breaking complex processes into simple ones.
- Cloud Telephony: Calling is a vital part of the sales process: to update clients about the latest advancements and offers regarding new products. With Freshsales, users can get over 90 virtual phone numbers for employees: to connect with the customers over the computer. You can create notes and record a conversation to provide full context and reassign a task without any problem.
- Freddy AI: Freshsales identifies leads and organizes them to make sales tasks easier. You can set up instructions, and Freddy AI will cohere to them while processing client information. It provides you insight into the likelihood of closing the lead; so you know what the next step should be and approach the opportunity effortlessly.
- Product CPQ: You can maintain an updated product catalog on Freshscales to give clients and the sales team a reference about intrinsic features along with pricing details. Moreover, you can track individual unit sales and see which products are in demand and what audience you should target.
Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.
Bitrix24 is a free CRM full of customer management tools, support, and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360-degree customer view, repeat sales support, and sales automation.
In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.
In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.
Here are some exclusive features of Bitrix24:
- Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
- Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
- Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
- Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
- CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically, to help you organize leads and lucidly automate processes.
- Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
- Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
- Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.
Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.
The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.
The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools.
The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.
The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.
The Pipedrive CRM tool is intuitive and easy to use, providing a wealth of data of interest and future forecast for your customers and their interactions. It is a tool very focused on the sales area, not so much on marketing, and has a paid subscription. Currently, some of your customers are Amazon, Skyscanner or Vimeo. We have tested it to make an educational video on Youtube and have raised a special offer for readers of Marketing4eCommerce 1-month free trial (usually 14 days) and 25% discount on the first purchase. You can take advantage of it at this link.
Pipedrive makes sales-related tasks easier by fetching leads 24/7 and emphasizes the right opportunity so you can convert it into a deal from the sales pipeline. Pipedrive has a flexible and user-friendly interface that simplifies the transition to the CRM tool for businesses, lessening the workload of the sales team.
Here are some features offered by Pipedrive:
- Lead Management: Pipedrive offers an unsophisticated sales pipeline with several functionalities that provide a fully visual sales experience to improve efficiency and close deals faster. Users can track opportunities through all stages of the sales funnel and customize the dashboard to move all leads at one place for smoother interaction and prioritization. Moreover, Pipedrive provides users with an AI-powered sales mentor for personalized insights.
- Communication Tracking: Pipedrive allows businesses to manage contacts and group them into “People” and “Organization” so the sales representative knows the clients’ role in the company and approaches them accordingly. Pipedrive provides a visual representation of call history and other modes of communication with the client giving a cutting edge to your business in negotiations. You can also make outbound phone calls within the Pipedrive and auto-link them with the relevant contacts.
- Sales Automation System: Pipedrive allows users to automate every sales process and take their business to the next level. You will be notified: at the earliest about any changes to the lead phases and account settings to prevent misuse of your CRM. Pipedrive’s Automation sends customized notifications to the clients at the right time to increase the chances of getting engagement and successfully closing a deal.
- Insights and Reports: You can create customizable fields for analytical reports regarding deals, leads, revenue, activities and add them to the dashboard for quick access. Pipedrive also offers employee management services to create goals for teams and individuals. It helps in evaluating the performances and assigning the tasks based on merit, which increases the chances of getting a positive outcome for every sales opportunity.
- Privacy and Security: Pipedrive offers a dedicated security dashboard to give users complete control and transparency over user permissions and privacy settings. You can see how many users are logged in to the Pipedrive account and prevent mischievous entities from getting hold of your data. Moreover, you can see how recently the password has been altered, devices using your account and whether there has been any attempt to change the admin settings.
Pipedrive has 4 pricing options for users to choose between depending on their requirements.
The “Essential” plan is priced at $15/month, giving users access to pipeline management, customer support, and data importation.
The “Advanced” plan is priced at $29/month, providing all features of “Essential” plus email scheduling, click tracking, and workflow creation.
The “Professional” plan is priced at $59/month, providing all features of “Advanced” plus call tracking, document creation, and revenue forecasting.
The “Enterprise” plan is priced at $119/month and gives access to all features of Pipedrive.
You can get add-ons to get the most out of the Pipedrive CRM subscription.
Questions you want to ask when choosing a CRM
Why use a CRM at all?
A CRM simplifies how you deal with the daily sales and marketing tasks. It is generally used so you can reach out to clients and arrange your business data smartly. However, a CRM offers much more than lead management. You can collaborate with all your colleagues on one platform, share the progress and automate several tasks with just a few clicks.
In today’s age, where every industry has intense competition to build a reputation in the market, a CRM provides the cutting edge by targeting the most crucial aspect: your clients. You can monitor the business activities in your sector and identify the potential area of interest to prepare marketing strategies accordingly.
Why should a Real Estate company use CRM?
The real estate business involves many minute technicalities, with each being of utmost importance.
You always need to be on the lookout for properties in demand, handle the clients and turn out a profit from the whole process of trading estates. In fact, your job evolves continuously according to the marketing trend and role in the business.
A CRM tool can help you categorize properties according to region, market value, and availability while keeping a record of your commission or profits on each sale. You can also get an indefinite inflow of buyer and seller inquires by integrating; your social media, website, email account and tackling them on a single platform.
You can benefit from a CRM irrespective of your profile in the real estate business.
As a property manager, you can use a CRM to track the lease and maintenance cost of all estates under your control to provide quick updates to the lessor while recording the payment history of the lessee. It enables the swift exchange of documents by organizing legal agreements and other relevant contracts that might be required; later.
A real estate agent needs to update the property status at the earliest and bring several options to the clients, which means it involves a lot of planning and communication: something that a CRM is tailor-made to accomplish.
You can list properties on your CRM tool and add price quotations to have ready-made compiled data that you can send to the interested buyer.
The real estate business is highly dependent on securing new clients and strengthening existing relations. A CRM tool can record every property visit on the website and notify you; so, you can reach out to the client at the perfect moment.
CRM for Real Estate, A Summary
A CRM will provide you with a detailed analysis of the most profitable marketing sources so you can modify the budget to target the ones that generate the most ROI. It’s a great way to maximize the potential of your advertising campaigns and connect with clients making CRM an absolute necessity if you want to stand out in this business.
Zoho CRM provides custom solutions for real estate businesses and scores every incoming lead; so, you know which prospect to prioritize. You can send automated emails and advertise your business with built-in campaigns, which makes it our suggested pick for Real Estate companies. Visit the website now to get started and connect with property enthusiasts.