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As the real estate industry changes, technology is also adapting in many ways. It’s important for agents to know which software will make their lives easier while staying competitive and building a business that can grow with them.
The “best free crm for real estate investors” is a question that I am not able to answer.
Free client relationship management (CRM) software gives you the tools you need to maintain listings, monitor leads, and sell your services through email, phone, text, and social media campaigns. Agents that utilize the finest free real estate CRMs automate these tasks, allowing them to concentrate on other aspects of their company. We looked at the best free CRMs for real estate operations and came up with a list of the top seven.
For real estate agents, teams, and brokerages on a budget, these are the seven top free real estate CRM software options:
- Freshsales (previously Freshworks CRM): Best overall and best solution for real estate businesses looking for a free real estate CRM that is simple to use.
- For brokerages who desire a lot of free third-party connection possibilities, Insightly is the best free real estate CRM.
- Real estate professionals that desire limitless, free appointment scheduling should use Agile CRM.
- HubSpot CRM (Customer Relationship Management): The best free real estate CRM for teams looking for a full suite of marketing tools.
- Contact IXACT: Excellent option for novice real estate agents who need help defining and achieving objectives.
- Bitrix24 is the best option for real estate brokerages looking for free project management software.
- Premier Agent at Zillow is the best free real estate CRM for agents that wish to produce buyer leads from web marketing automatically.
At a Glance: The Best Free Real Estate CRM Software
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Freshsales: Best Overall & Best Free Real Estate CRM for Usability
Freshsales
What We Enjoy
- The dashboard is simple to use.
- Users may take leads from online forms and immediately move them to a database using the free version.
- There is no restriction to the number of people who may utilize the free option.
What Isn’t There
- The free version does not allow for extensive dashboard customisation.
- Real estate listing systems such as Trulia, Zillow, and Realtor.com do not integrate.
- Users are having trouble exporting their data to another platform.
Pricing for Freshsales (previously Freshworks CRM) at a Glance*
- There are no limits to how many people may utilize it (limited features)
- Freshsales Suite: Monthly fees range from $18 to $38 per person.
- Freshsales: Monthly fees range from $18 to $83 per user.
- 21-day free trial
*Pricing is for monthly billing, however you may save money by paying yearly. Annual subscriptions to Freshsales Suite vary from $15 to $69 per user, each month.
Freshsales (previously Freshworks CRM) is a free CRM platform with built-in telephonic capabilities, email marketing tools, appointment management tools, and online webform production. Furthermore, real estate organizations will like how simple the platform is to use owing to the low number of buttons on the interface, which speeds up training and setup for all company personnel. Drag-and-drop features are also available for both email design and workflow management.
You may have an infinite number of users with the free version, and the mobile app is just as easy to use as the online app. Overall, this platform has all of the essential elements for basic real estate sales and marketing, such as chat, email, phone capabilities, and contact management, making it one of the top free real estate CRMs accessible today.
While the free plan includes elements to get your company up and going, paying $15 per month for the Growth plan adds capabilities to help you take your real estate business to the next level. You may prioritize leads using features like a visual pipeline accessible in Kanban, timeline, or funnel view. Create sales sequences for each of your leads to automate the nurturing and conversion process. Create personalized reports to keep track of your progress and boost your ROI (ROI).
Freshsales, on the other hand, does not interface with popular property listing sites like Zillow, Trulia, or Realtor.com. This might make auto-capture of leads from these sites and monitoring real estate listing operations more difficult. We propose Premier Agent at Zillow or Contact IXACT as options for a CRM that can provide such connections.
Freshsales Highlights
Freshsales’ free CRM contacts page includes a transaction size estimation. (Image courtesy of Freshworks)
- Email editing by drag-and-drop
- The free package comes with a mobile app.
- The free edition of the telephonic utility allows you to utilize local phone numbers.
- Phone, email, live chat, WhatsApp, short message service (SMS) messaging, and Apple Business Chat are all built-in contact communication channels.
- The free version includes email marketing campaign features.
Want to learn how Freshsales’ free real estate CRM may help you expand your company? To learn more about the various features that Freshsales CRM has to offer, read our in-depth Freshsales CRM review.
Freshsales is a great place to start.
Insightly: Best for Integrating With Commonly Used Email & Productivity Applications
Insightly
What We Enjoy
- Built-in project management functions are available for free.
- Google Workspace, Office 365, and QuickBooks are all included in the free package.
- The free edition includes basic reporting for monitoring sales milestones.
What Isn’t There
- The free plan does not have a built-in phone dialer.
- Two users are allowed on the free plan.
- Integrations with listing sites like Zillow, Trulia, and Realtor.com are not available.
A Quick Look at Insightful Pricing
- Up to two users are free.
- Plus: $29 per month for per user, payable yearly
- Professional: $49 per month, per user, payable once a year
- Enterprise: $99 per month, per user, invoiced once a year
- 14-day free trial
Despite the fact that the free plan only comes with a few built-in tools and limited sales pipeline customization, Insightly does provide several popular third-party connectivity alternatives. QuickBooks, Google Workspace, Microsoft Outlook, and Mailchimp are just a few examples. The free CRM package from Insightly is ideal for real estate companies who wish to utilize their current productivity software for no extra expense.
The free Insightly real estate CRM plan is restricted to 2,500 entries, which may be sufficient for new agents. While you may use the built-in tools to manage incoming leads, closings, and follow-up projects, you won’t be able to send more than 10 emails each day unless you upgrade to the Plus plan. Still, you can get a lot of functionality out of the free version thanks to integrations, which provide over 250 options right out of the box.
Real estate agents may use this CRM software to send, monitor, and store email correspondence with potential, existing, and former customers in order to nurture and convert as many real estate leads as possible. Lead routing may be used by teams and brokerages to distribute and manage leads in order to maximize opportunities for business development. Because Insightly’s free package does not include social media marketing, you should use Agile CRM instead.
Observable Characteristics
Mailchimp connection with Insightly
- Task tracking, calendar synchronization, and custom project workflows are all included in the project management tools.
- On the free plan, won leads may be turned to projects.
- Use Mailchimp to get free email marketing tools.
- Reporting tools for monitoring sales milestones are available for free.
While Insightly isn’t a CRM tailored to the real estate business, it does include a number of features that make it a viable solution for agents and brokerages. Read our complete Insightly review to discover more about its features and advantages.
Take a look at Insightly.
Agile CRM is the best option for free appointment scheduling.
Agile CRM
What We Enjoy
- Appointment scheduling software that is completely free
- The free edition includes an email marketing template generator.
- Facebook and Twitter provide free social media management options.
What Isn’t There
- The free package does not contain SMS text marketing.
- Telephony functions are not available in the free version.
- It’s difficult to use, especially when it comes to automating tasks.
A Quick Look at Agile CRM Pricing*
- Up to ten users are free (limited features available)
- Starter: $14.99 per month for each user
- Regular price: $49.99 per month, per user
- Enterprise: $79.99 per month for each user
*Subscriptions are priced on a monthly basis. If you pay yearly, you’ll save 34%, and if you pay for two years, you’ll save 40%.
Agile CRM is free for up to ten users and includes several unique free features for real estate agents, like online engagement ad pop-ups and a social media tool for managing Twitter and Facebook accounts. The feature that jumps out the most, though, is its built-in appointment calendar, which makes meeting with prospective homebuyers, sellers, and renters a breeze.
Agile CRM’s free edition supports up to 10 users and includes a wealth of useful features for your real estate firm. All of your communication will be kept in one place thanks to appointment scheduling, email tracking, two-way email integration, and telephone. It also has a capacity of 50,000 contacts and allows you to build custom fields for records as well as rate leads so you can focus on the most promising leads.
For $8.99 per month, you may upgrade to the Starter plan, which includes marketing tools to help you improve your lead generation tactics. Email campaigns, landing page builders, marketing automation, social media monitoring, and more features are available.
Because Agile CRM’s free plan lacks telephonic functionality, we propose Freshsales and HubSpot CRM (Customer Relationship Management) as viable alternatives that provide phone capabilities in their free subscriptions. Similarly, if integrations are vital to you, Insightly is a good option. At the free level, you get access to 250 integrations, compared to only one in Agile CRM’s free plan.
Features of Agile CRM
Agile CRM is a free solution for booking appointments (Source: Agile CRM)
- The free edition includes an appointment scheduling feature.
- Synchronization with Google Workspace apps is completely free.
- Make contract milestones for your services and modify them.
- Free online interaction features include live chat help and ad pop-ups for prospective clients.
Discover how Agile CRM may assist you in achieving your company objectives by reading our Agile CRM review.
Visit Agile CRM for more information.
HubSpot CRM (Customer Relationship Management) is one of the most comprehensive free marketing tools available.
HubSpot CRM (Customer Relationship Management)
What We Enjoy
- Free marketing tools to help you come up with blog ideas and design templates.
- Customer service is available 24 hours a day, 7 days
- The free package comes with built-in telephonic functions.
What Isn’t There
- There are no free real estate tools available.
- The free plan does not include social media management features.
- The design of free online web forms cannot be modified.
HubSpot CRM (Customer Relationship Management) Pricing at a Glance*
- There are no limits to how many people may utilize it (limited features)
- HubSpot for Startups is priced between $45 and $89 per month.
- The Marketing Hub costs $45 per month.
- Starts at $45 per month for Sales Hub.
- Starts at $45 per month for the Service Hub.
- CMS Hub: Monthly fees range from $23 to $1,200.
- Operations Hub is available for free or at a monthly fee of $45 per month.
- The CRM Suite costs $45 per month.
- 14-day free trial for CMS and Operations Hub
*Based on a yearly billing cycle. To learn more about its cost, including the monthly subscription option, go to its website.
HubSpot CRM (Customer Relationship Management) stands out as the best free real estate CRM for executing marketing objectives. It has built-in tools to handle email marketing, event marketing, and integration capabilities to manage ads and webforms, all from within the platform. It also has a vast library of free sales and marketing video tutorials, so real estate agents can get the most out of the platform’s capabilities and learn new business-building skills.
HubSpot also offers free tools for generating blog ideas and establishing marketing strategies. Real estate agents that use their brand to convey difficult themes like the market and transaction process benefit from content-specific solutions.
The free HubSpot tools are extensive, with functionality ranging from sales and marketing to customer support and operations. For example, you may use ad management and landing pages to generate leads, deal pipelines and email monitoring to communicate and organize, and a reporting dashboard to keep track of your finances.
You may upgrade to plans beginning at $23 or $45 each month, depending on your real estate firm’ needs. Increased restrictions from the free tools, as well as extra capabilities like as automation, thorough reporting, websites, and more, are included in these upgrades to help you grow your brand and company.
Since the HubSpot CRM (Customer Relationship Management) doesn’t provide free tools specific to real estate operations, the best free alternative is Contact IXACT, which provides transaction management tools and integrates with listing websites. However, note that the free plan for Contact IXACT is merely an extended free trial that lasts six months and full platform features are only available to new agents. You might also consider Agile CRM, since its paid plans are far less expensive than HubSpot’s, but they offer strong marketing tools for the cost.
HubSpot CRM (Customer Relationship Management) Features
HubSpot CRM (Customer Relationship Management)’s free email marketing tool (Source: HubSpot )
- For preparing conferences, meetings, and webinars, free event marketing tools such as built-in timelines, flowcharts, and user manuals are available.
- HubSpot Academy provides free auxiliary tools such as a landing page builder, website assessor, and blog idea generator, as well as a wealth of free sales and marketing teaching courses.
- For up to 2,000 emails per month, email marketing services are free.
- App is available for download for free.
Want to know if the HubSpot CRM (Customer Relationship Management) fits your real estate business needs? Check out our comprehensive HubSpot CRM (Customer Relationship Management) review.
Go to HubSpot CRM’s website. (Customer Relationship Management)
Best for New Real Estate Agents: Contact IXACT
Contact IXACT
What We Enjoy
- Designed with real estate marketing and sales management in mind.
- Newer agents will benefit from well-designed tools like the customized roadmap function.
- Agents may use executive summary tools to get a quick snapshot of their accomplishments and objectives.
What Isn’t There
- The free plan consists of a lengthy free trial period (limited features only up to 6 months, or full features only for new agents for up to 6 months)
- There is no user-friendly interface.
- The functionality of the mobile app is restricted to contact communication and task management.
Contact IXACT Pricing at a Glance
- Contact IXACT Plan: $33 per user, per month billed annually or $39 per user, per month billed monthly
- For new agents, a free trial period of 5 weeks and up to 6 months with restricted features or up to 6 months with full features is available.
Contact IXACT is a comprehensive real estate CRM and “Keep in Touch” system that offers a limited, free version for up to six months. It is recommended for newcomers because it offers six months of free, full-feature access to rookie agents. Additionally, it has features newer agents find particularly useful, such as a personalized roadmap tool for setting and achieving sales goals, and new lead capturing capabilities from any website.
Though it is limited, as part of the six-month free trial, you’ll still get some valuable capabilities such as a custom-designed IDX real estate website, comprehensive CRM with contact syncing, and concierge setup to upload your client contacts to the Contact IXACT platform. Plus, email marketing includes newsletters, drip campaigns, and email tracking to gauge reader interest and streamline communication.
The social stream, for example, starts at $20 a month and might be well worth it. This add-on generates leads for your real estate firm by creating and automating social media posts. Agile CRM, which incorporates marketing functions in their monthly pricing, is a better option if you’re searching for an all-in-one system with no add-on expenses.
Because the free plan is a six-month extended free trial for new agents, companies may wish to consider CRM options that provide free-for-ever plans while also providing some type of property listing management. Premier Agent at Zillow is the greatest free alternative on our list. However, only Zillow, Trulia, and StreetEasy have listings, and although the CRM is free to use, lead creation is done on a pay-per-lead basis.
Contact IXACT Features
Contact IXACT prospecting objectives screen for RoadMap (Source: YouTube)
- The built-in contact intelligence tool analyzes lead information such as birthdays, move-in history, referrals, and communication history via contact profiles and social media accounts.
- Personalized roadmap tool to assist agents in setting sales objectives and devising a strategy to achieve them, particularly useful for new agents.
- Create and publish a real estate listing website using the Internet Data Exchange (IDX).
- Concierge setup services aid in the uploading of contact lists, the creation of newsletters, and the development of an IDX website.
- Users may use the Social Stream add-on to automate the process of locating and uploading material to social media accounts.
Visit Contact IXACT
Bitrix24 is the best place to go for free project management software.
Bitrix24
What We Enjoy
- There is no limit to the amount of people who may utilize it.
- The free edition includes almost all project management features.
- Free mobile applications are offered.
What Isn’t There
- The free package does not include any telephonic features.
- Only during regular business hours is customer support accessible.
- The free plan does not offer task customization.
A Quick Look at Bitrix24 Pricing*
- There are no limits to how many people may utilize it (limited features)
- $49 per month (basic) (up to 5 users)
- $99 per month is the standard rate (up to 50 users)
- $199 per month for professionals (unlimited users)
- 30 day free trial
*The aforementioned pricing is for monthly plans. Pay in full quarterly, yearly, or biannually to save money.
The project management capabilities of Bitrix24’s customisable CRM are highly praised. It has Kanban and Gantt chart project layouts, as well as the ability to construct custom task lists that are simple to read and tools for managing staff workloads to keep projects on schedule. Furthermore, the free version includes the majority of the project management features included in the commercial plans.
Bitrix24’s project management capabilities make it even more valuable to brokerages by allowing agents (as well as employees in other departments such as marketing and accounting) to see what tasks need to be accomplished and how each activity relates to others. Bitrix24 can assist a full brokerage team in planning open houses, staying on top of due diligence activities, and even developing media like as films.
With chat and video conference capabilities, Bitrix24’s free features make it simple to connect with other members of your real estate team or agency. Task management, custom CRM fields, file synchronization, and website builders are among the other free features. The free services are expanded by subscribing to the lowest-cost Basic tier, which includes CRM and Google analytics, advertising and marketing automation, more collaboration possibilities, and more.
Bitrix24’s price approach, which starts at $49 per month for five users on the Basic plan, making it a really cost-effective solution for real estate agents. For example, if your company has five members, the base plan will cost less than $10 per month per person. Additionally, the collaboration possibilities are ideal for small teams who need to connect and collaborate with one another as well as customers.
Bitrix24 does not offer an array of marketing capabilities, so if you are interested in expanding your marketing efforts, consider HubSpot CRM (Customer Relationship Management) or Contact IXACT. If you’re looking for a CRM that has telephony options, consider Agile CRM, which includes it in their free plan.
Features of Bitrix24
Bitrix24 offers free project management software (Source: Bitrix24)
- Built-in video conferencing and screen sharing are both free.
- The free version includes a mobile card scanner.
- Google and Outlook calendar connections are also free.
- Strong project management tools for task monitoring and delegation, as well as a centralized location for supervisors to oversee activities, are included in the free plan.
- Quote proposal creation and invoicing management are both free of charge.
A free real estate CRM is just as good as its capacity to suit the demands of your company. In our in-depth Bitrix24 review, you can learn more about this alternative.
Bitrix24 is a website that you should check out.
Best for Auto-Generating Buyer Leads is Premier Agent at Zillow.
Premier Agent at Zillow
What We Enjoy
- Pricing depends on performance (cost per lead)
- Tools for creating free email templates
- Contact management features allow you to keep track of your contacts, property interests, and history.
What Isn’t There
- Many customers complained about difficulties with ZPA’s property adverts, resulting in a low amount of leads produced.
- It doesn’t have any built-in transaction management features for dealing with documents.
- Only provides extremely minimal marketing options for email campaigns, social media management, and project management; designed primarily for lead generation.
Premier Agent at Zillow (ZPA) Pricing at a Glance
- Basic functionalities are available for free.
- Paid plan: Costs between $20 and $60 per direct lead.
*The basic CRM capabilities are free to use; the fee is calculated per lead.
Premier Agent at Zillow is the most unique provider among the best free real estate CRM software on this list. It offers free basic features for creating email templates, managing contacts, and generating task lists and integrates with important real estate tools, including its parent company Zillow, which is one of the best real estate lead generation websites for traffic and Trulia, StreetEasy, and HotPads.
However, its main point of difference is the pay-per-performance structure. Premier Agent at Zillows pay a fee per-lead, depending on potential property value and agent competition. Agents can also pay for additional advertising to get more exposure on the platform and its partner sites.
Premier Agent at Zillow doesn’t offer features such as mass email marketing campaigns and social media content management. Brokerages looking for those tools should consider other free alternatives on this list like Agile CRM, HubSpot, Insightly, and Freshsales to meet their marketing needs.
Premier Agent at Zillow Features
Premier Agent at Zillow buyer contact card (Source: Zillow)
- Integrations with Zillow, Trulia, StreetEasy, and HotPads for real estate
- Through built-in advertising methods, a buyer is automatically introduced to an agent.
- Insights on the sorts of houses that purchasers want and the capacity to offer automatic recommendations
Visit Premier Agent at Zillow
How We Decided on the Best Free Real Estate CRMs
Functionality relevant to real estate company demands is one of the most important elements to consider whether you select a general purpose or industry-specific CRM. As a result, we looked at features relevant to real estate operations, such as transaction administration, property listing monitoring tools, and functions for promoting a real estate firm.
We also looked at things like product usability and customer service when evaluating each piece of software. Those who aren’t ready to invest in a CRM or who want to test the software for functionality and simplicity of use may start with some of the top free real estate CRMs available.
Freshsales (previously Freshworks CRM) is the finest overall free CRM for real estate agents, teams, and brokerages, according to our research. Its user-friendly interface makes it simple for agents to utilize features and tools such as online website forms, drag-and-drop email campaigns, and a built-in telephony system.
Freshsales is a great place to start.
The headings below provide an overview of our criteria for selecting the best free CRM software for real estate businesses:
40% of the overall score
Only CRM vendors with free plans were considered in this study. We also looked at overall costs, different subscription plans, and whether or not there are any flexible pricing options accessible in the event that a company decides to upgrade.
20% of the overall score
Any CRM is designed to give practical solutions for sales, marketing, customer care, and project management. Mobile capabilities, transaction enabling tools, real estate agency marketing functionality, and the ability to integrate listing data were among the elements we considered essential in a real estate CRM.
15% of the overall score
Any application’s features are only as useful as they are useable. These factors were evaluated based on the knowledge necessary to set up the CRM, the expertise required to run the platform, and the user interface’s intuitiveness.
15% of the overall score
A user’s problems may be avoided with extensive assistance and service. These were rated based on customer service hours and support availability across multiple channels such as phone, live chat, and email.
10% of the overall score
We looked into what other users had to say about each CRM in addition to our own personal experiences with the providers. To assess popularity, simplicity of use, and overall value for money, these factors examine how other experts rank each CRM and how consumers feel based on their feedback.
*Percentages based on total score
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