Best Real Estate CRM Software

Cloud and Mobile Real Estate CRM Software
Cratio Offers 3 Months Risk-Free CRM Deal With Fully Customization, Dedicated Support & 100% Success Guarantee. Designed for Builders, Property Developers, Agents & Others. The feature includes Lead Portals Integration, Property Master, Mobile CRM, Telecallers & Agents.


From Broking to Consulting
RSquare is exclusive real estate web application & mobile app for real estate agents. RSquare takes real estate brokers from ‘broking’ to ‘consulting’ as brokers now maintain every property and inquiry in a single real estate CRM software.


Cloud-based Real Estate CRM Software
PlanPlus is an all-in-one system for managing clients, following up with leads, email marketing, and document management. It is cloud based, works from any browser or mobile smartphone with customizable.


Web based Real Estate CRM
Bitrix24 is Free real estate CRM software that's 100% free for up to 12 agents. The free release comes with unlimited records, email marketing, mobile CRM, combined telephony that support you automate routine business method and sell more efficiently. 

DaeBuild Real Estate CRM

Pre and Post Sales Management Software
DaeBuild Real Estate CRM is specifically tailored for Indian Real Estate Developers and enables them to manage and automate various processes related to Leads, Sales, Customer Accounts, Documents, Brokers, and Staff.


Software BY A3 Internet Wings Pvt. Ltd
B2BBricks offer customized website for your internet presence. Launch and manage your own real estate websites with the latest features. It easy manage Property Management, Project & Booking Management, Email & Social Media Marketing and Contact Management.


Software BY Realvolve, LLC.
Realvolve is the new standard for real estate technology. Our software-as-a-service blends elegant design, emerging technologies, and practical, thoughtful features. Real estate is all about people. Realvolve keeps you connected.

Wise Agent

Software BY Wise Agent
Wise Agent is an online Real Estate CRM is Customer Relationship Management system. Features include Drip Marketing, Automated Lead Management, Appointment Calendar, Transaction Management, unlimited Document Storage.


CRM & ERP for Real Estate & Construction Industry
Bhoomi - Real Estate CRM System allows for scalability, reliability, quick decision making, efficient data processing, best utilization of company's manpower and reduced maintenance and overheads.

Intellika Real estate CRM

Software BY Intellika Technologies Pvt. Ltd.
Intellika’s Real estate CRM provides easy access to brokers, agents and the customers data in an understandable format thus by ensuring that all participants in the ecosystem are satisfied.

StrategicERP-Real Estate ERP Software

Best Real Estate ERP Software
StrategicERP provides an end-to-end business solution specifically tailored to cater to the needs of Real Estate and Infrastructure Industries with the modularized and innovative technology created by IITians.

Real Builder - Real Estate Software

Real Estate SOFTWARE BY Dataman Computer Systems.
Real Builder By Dataman is a complete real estate CRM Solution designed to meet the ever growing demands of real estate industry. It is a highly useful for real estate developers, builders, contractors, and infrastructure developers.

Real Estate Cloud CRM

Free Real Estate CRM Software for agents
Real Estate Cloud CRM is FREE for single agents. It provides you with a unique set of tools that will allow you to close your deals faster. Real Estate Cloud combines multiple modules and provides an easy to use interface.

toast CRM

SaaS-based CRM Software for Real Estate Agents
toast CRM is complete SaaS-based CRM software for sales force automation. It easy to manage lead, contact, document, sales & service, sales tracking, analytics management and more important features.


Best Open Source Real Estate CRM Software
EspoCRM is an open source real estate CRM application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.

Page Last Updated On 27/12/2017 11:35

What Is Real Estate CRM?

Customer Relationship Management or CRM is emerging as the most important tool for analysing and strategizing the customer data and interactions in the real estate sector. This in turn helps the businesses to formulate their policies towards product development and customer retention. Since manual sorting of data is inefficient and prone to misinterpretation, most big companies, across sectors is now looking at ways to automate their CRM activities and are investing quite heavily in CRM software.

Real estate buying and selling is one of the most personalised and high value financial decisions that one has to make. The real estate agents spend a considerable amount of time and resources to generate leads that can be translated into actual sales. A real estate CRM can capture and store the customer data, their interactions and share data and reports. A CRM can also automate many sales, marketing and customer support workflow processes.

Features of Real Estate CRM Software

Based on the exact nature and requirements within the organisation, the Real Estate CRM Solution can be heavily customized. Having said that however, there are indeed a few basic features that all Real Estate CRM features should have. These are:

  1. Automation of the on-ground sales force: Basically aimed at preventing duplication of efforts between a salesperson and the targeted customer. An effective Real Estate CRM system can automatically track the contacts and follow ups between the customer and the real estate company. If at a later point a different sales person has to take up the lead forward, he/she already has enough data to refer about the customer and the previous interaction regarding the sales pitch.
  2. Automation of the Customer Contact Centre: A Real Estate CRM can be quite effective in easing the call centre executives’ job by using pre recorded audio messaging that can help in managing customer queries and provide information, especially the ones that is asked more frequently. There are many tools in the CRM software that can cut down the call times and make the customer service efficient and predictable.

  3. Use of Location Based Service: Most modern CRM have technology for creating location specific marketing campaigns. These are based on the customer’s physical locations and are tracked through GPS applications. These kinds of geolocation technologies can also be used for location based networking or customer contact management.

  4. Automation of Marketing Campaigns and Strategies: A good Real Estate CRM system can automate the marketing engagement with the customer by automatically sending marketing communication through emails or social media. The software can analyse and track customer behaviour and send specific communications that target the requirements or queries of the clients.

  5. Sale Forecasting and Analytics: A CRM software can aid the Real Estate sellers to formulate a scientifically arrived sale forecast hence defining the metric to analyse if the performance has matched the efforts put. The analysis of the hard data of the past sales campaigns can also determine the future course of action.

Benefits of Real Estate CRM System

If thoughtfully planned, meticulously integrated and used well, there can be a number of direct and indirect benefits of Real Estate CRM softwares. Some of the notable benefits are:

  1. Saves Time: The CRM software collates and stores all the customer interaction database centralized thus saving data management time. All the team members can see the relevant data of a prospective real estate customer or a hot lead and work upon converting it into a sale. This speeds up the decision making process and help the employees to become better organized.

  2. Saves Effort: Effective CRM systems can assign tasks and targets automatically to individual, or a team of employees. This makes the system more data driven, predictable and transparent helping the top management to focus their energies towards planning and execution of the other core aspects of the business.

  3. Increases Revenues:  A CRM software will be able to maximise revenue generation by helping management teams to know the customers better so that they can formulate data driven policies and framework to meet the sales targets. By helping to maximise the operational efficiencies, most CRM provide the industry benchmark practices that have been tested to be efficient and effective towards improving processes and increasing revenues.

  4. Easily Customized and Scaled: Most CRM software is developed with long term needs in mind and taking the future growth into account. To that end, these software are easily customizable and scalable. Initially a business can use software with some key functionalities of CRM, but with the growth of business operations, more functionalities and advanced solutions can be integrated.

  5. Improved Social Media Marketing: Reaching out to the prospective customers through their existing and frequently accessed social media accounts has advantages of cost and maximises customer engagement. Most CRM these days offer the integration with social media networks such as Facebook, Twitter etc. This allows the real estate companies to track the customer behaviour, engagement and real time feedback.

Open Source Real Estate CRM Software

There are multiple Open Source Real Estate CRM System available these days which can be completely customized and are free to use. Since the source codes of these software are made available and are changeable, the real estate businesses can effectively manipulate the software to fit its specific requirements in terms of functionalities and application. Some of the best known open source real estate CRM tools are Bitrix24, Insightly, EspoCRM, etc.

Which Real Estate CRM System Should You Choose ?

There is a large number of Real Estate CRM System available and it is very important to try and figure out which one is best suited for the individual needs of the your business. Basically, the Real Estate CRM software should be easily customizable, easy to use and train people on and should have rich features towards helping the business with sales, marketing and data management. The CRM system should also be easily integratable with the existing solutions and should be economical to install and use. It should have the latest security and accessibility features as well as a good after sales backup and support. The above pointers can be used as reference points towards selecting the most optimum CRM software for your needs whether you are a small business buyer or an enterprise buyer.

How To Select The Right Real Estate CRM Software

Finding a CRM Software for your real estate business can be an overwhelming task. There are plenty of CRM software providers available in the market today and this means you have a wide choice of real estate CRM system packages to choose from. But the question is - How do you select the “right” CRM software for real estate Industry?

Here are the significant points you should consider in order to make your selection process easy and quick:

  1. Find out your requirements: While choosing a software, it is very essential to make a clear and concise list of your requirements before you start looking at Vendors. It would be a good idea to find a Real Estate CRM system that is industry specific with features and tools designed to address your business requirements. The more specific you are upfront, the more detailed your vendors can be in their proposals. Unnecessary requirement definitions and ambivalent priorities often lead to poor implementation. Try to involve the upper management in the evaluation process. Lack of participation from the senior level in the evaluation process can lead to poor acceptance and user adoption.

  2. Keep your options open: Contrary to popular belief, there are more than just three or four primary vendors providing real estate CRM software. Although three to four software vendors have a majority of market share and revenues, there are more than hundreds of CRM solutions available in the market, all with varying degrees of strengths and functionality. Too many businesses have an uncanny knack of opting for a solution based on brand name. Instead, you should consider the options that are going to best meet your specific business needs.

  3. Compare the Vendors: Vendor comparison is something which you should do before CRM software purchase. One of the benefits of Vendor comparison is that it saves money for you. Vendor comparison is successful when you compare across reliable real estate CRM providers. You should select those companies which have a good track record of providing good customer service. It is worthwhile to consider the vendor’s reputation. While comparing the vendors that provide CRM solutions, it is essential to know whether they can prove to be a good partner for your business. The vendor should have a long-term stability to support and improve the solution in future.

  4. Find out what others are saying: Ask your friends, colleagues, employees, and other contacts what they recommend or use for a business like yours. It is in the fitness of things that you should conduct thorough research on the internet. You can also hire a CRM consultant if the necessity arises. In any case, it is not good to assume you have all the answers if you don't have experience with CRM. Look for other independent sources of real estate CRM advice to verify what information is provided by the sales representatives.

  5. Consider the total cost of ownership of your CRM software: You should have a clear picture of the total cost of ownership (TCO) of your CRM purchase. It is a truism that the costs involved with a software purchase are generally hidden and confusing. Apart from the software costs, the costs can include hardware, implementation, internal and external project resources, maintenance, integration, customization, training, support, updates, etc. Whether you need a turnkey solution or customized system depends on your choice. While a turnkey generates less cost in the initial deployment, customization keeps on burning a hole in your pocket.

  6. Choose Cloud CRM software: With the growing popularity of cloud computing, it's no wonder why many businesses are going for the cloud-based real estate CRM software. Hence, over the years there has been aggressive adoption of cloud CRM and bringing data in and out of the cloud is increasing more than ever before. Almost all CRM vendors have already made their presence felt in the cloud market with their offerings. It is good to avoid those software that are described as "on-premise".

  7. Take a test drive: Before purchasing a new real estate software solution, ask for a free trial. Most of the CRM vendors offer a free trial so that the users can test benefits, functionalities and features. A free trial will give you a much clearer picture of what the solution can deliver. Moreover, don't ignore mobile users. As BYOD system (Bring Your Own Devices) and mobility are gaining momentum, accessing CRM systems from desktops only is no longer an alternative. It would be a wise idea to select a real estate CRM solution that allows users to be productive on tablets and smartphones as well.

It is of utmost importance to ensure that the functions and features of the CRM solution you are buying are compatible with your system. This includes checking browser compatibility, OS compatibility, server compatibility, etc. By adhering to the above mentioned steps, you will be on a firm footing to ultimately select the right real estate CRM software for your organization.

Research Guide

The Real Estate CRM System provides multiple functionalities and should be analysed towards its specific features that can be effective in maximising its benefits for the business. Features such as Call Management, Lead Management, Access Control, Document Sharing, Social Media integration, storage options etc. should all be compared feature to feature across the available CRM software and accordingly a choice made.

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