8 Best Real Estate CRM Software for 2022

A CRM software is a type of application that helps users to manage their personal, professional and business affairs. This article provides you with information about the best real estate CRM software for 2022.

The “best real estate crm 2022” is a software that is used for the purpose of managing and tracking all aspects of a company’s real estate. It can be used by property managers, brokers, agents and more.

Client relationship management (CRM) software for real estate simplifies the process of handling property transactions, contacts, and listing monitoring. The finest real estate CRMs also include tools for creating and engaging with prospects, as well as marketing to them through email, phone, internet advertisements, and social media. We looked at a variety of choices for real estate agents and brokerages and reduced it down to the top eight real estate CRMs.

The following are the best CRMs for real estate agents, teams, and brokerages, based on use cases and strengths:

• Pipedrive is the greatest real estate CRM overall, and it’s especially good for agents, teams, and brokerages looking for a low-cost CRM with a combination of necessary features.
• LionDesk is the best CRM for real estate businesses that need multi-channel collaboration.
• Copper is the best choice for Google Workspace users that wish to simplify operations across departments.
• HubSpot CRM (Customer Relationship Management) is the best real estate CRM for individuals who require content management capabilities built in.
• Boss, please follow up. is the best choice for real estate firms looking for superior automation solutions.
• Contact IXACT: Contact IXACT is the best option for first-time real estate professionals.
• CRM for Top Producers: Excellent choice for real estate firms looking to consolidate leads from many sources.
• Propertybase is the best real estate CRM for brokerages searching for clerical and administrative features built-in.

Table of Comparisons at a Glance

Table in fullscreen mode

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Which CRM software for real estate is best for you?

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Pipedrive is the best real estate CRM overall.

Pipedrive

What We Enjoy

• Integrates with PropertyRadar to make public property records more accessible.
• Starting price per user is rather low.
• Customer service is available 24 hours a day, 7 days a week by live chat and email.

What Isn’t There

• There isn’t a free plan available.
• Only the Professional and Enterprise plans have built-in e-signature capabilities.
• The Essential package does not provide two-way email synchronization.

A Quick Look at Pipedrive Pricing*

• $12.50 per month per user is required.
• Advanced: $24.90 per month for each user
• Professional: $49.90 per month for each user
• Enterprise: $99 per month for each user (minimum of 10 users)
• 14-day free trial with full access

*Pricing is based on a 12-month billing cycle. Monthly plans are also available, although they are substantially more expensive. When paid monthly, the initial price of $12.50 per user per month grows to $18.

Pipedrive tops our list of the best real estate CRMs despite being a general-purpose CRM rather than an industry-specific one. It has document management facilities, email marketing capability, and interfaces with Zillow, one of the greatest real estate lead generating websites, as well as other useful features.

Agents and teams may use the drop-and-drag sales pipeline to follow the status of their prospects and concentrate on the ones that are most likely to convert. To guarantee that you are prioritizing and nurturing everyone in your pipeline, create reminders and tasks to manage your interactions and transactions with current and former customers. Customizable reports will also assist you in tracking performance, forecasting income, and calculating your return on investment (ROI).

With addition, unlike other providers, Pipedrive includes application programming interface (API) integrations in the basic plan, while others need higher plan levels. Pipedrive may be connected to the various programs and software solutions your team utilizes on a daily basis using these connections.

Pipedrive, in comparison to the other premium plans on our list, provides the greatest value at the lowest beginning price and plans that expand as your real estate firm develops in size and demands. However, there are several Pipedrive competitors that provide more comprehensive lead nurturing communication.

HubSpot’s landing pages and web forms, for example, are designed to create leads using lead capture forms. LionDesk, on the other hand, has a Facebook ad connection that connects to their CRM and allows them to start marketing through email and SMS drip campaigns. Try HubSpot or read our guide to the top free real estate CRM software to discover free real estate CRM software.

Features of Pipedrive

Document signing example using Pipedrive e-signature (Source: Pipedrive)

• Transaction enablement with built-in digital signature and document tracking capabilities
• AI sales assistant function to enhance decision-making and performance by reviewing previous performance and then offering new options, such as which prospects to focus.
• Emails are connected to contacts, transactions, and prospects in the pipeline automatically.
• The smart contact data tool gives you useful information about potential customers.
• The mobile app and the online app automatically sync real-time data changes.

Do you want to learn more about CRM? Check out our Pipedrive review to discover more about its advantages and disadvantages, as well as if it’s a suitable match for your real estate firm.

Go to Pipedrive.com.

Best for Multi-Channel Communications is LionDesk.

LionDesk

What We Enjoy

• Send email or text video marketing campaigns to a large or small group of people.
• Audience lists for Facebook Ad generators that have been pre-built
• Design features for both digital and printed mail

What Isn’t There

• E-signature and contract generation are contract management technologies that are only accessible via integration.
• Navigating the UI necessitates a learning curve.
• There are no project management tools built-in.

A Quick Look at LionDesk Pricing*

• Starting at $21 each month, this is a good place to start.
• $42 per month for Pro+
• $83 per month for Elite
• 30 day free trial

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

From a variety of sources, LionDesk provides tremendous communication options. It contains a call center with a built-in power dialer that enables agents to swiftly move through call lists while the activity in the CRM records is instantly updated. You may also send text video content campaigns by email (bulk or drip) or SMS (short messaging service). Over the course of a year, its AI component, ISA, will conduct automatic text conversations with your leads.

Agencies may now send bulk, automated communications to prospective buyers and sellers through phone, email, or text using the upgraded drip campaigns functionality. LionDesk also includes capabilities for designing digital and printed material for promoting listings, services, and real estate farming campaigns. Agents that utilize direct mail campaigns to target specialized real estate clients will find this quite beneficial.

Because LionDesk doesn’t include built-in project management features, real estate agents and brokerages should look into other CRM platforms like Bitrix24, Apptivo, and Insightly. You may use them instead of LionDesk or in addition to it. Contract management capabilities are also lacking in LionDesk, however they may be added through connectors or by using Propertybase, which has built-in contract administration functionality.

Features of LionDesk

Custom video texting page by LionDesk (Source: LionDesk)

• An auto-bot is used in the AI lead follow-up tool to hold a live chat discussion with prospective purchasers.
• Within the LionDesk platform, there is a Facebook Ad site for ad generating.
• Tracking properties and closings using transaction management software
• Leads may be imported from third-party sites such as Zillow, Trulia, and Realtor.com.
• Built-in drip campaign features for delivering automated messages through emails, texts, and phone calls

Read our in-depth LionDesk review to learn more about who this real estate CRM is best suited for and if LionDesk is perfect for your company.

Visit LionDesk CRM for more information.

For Google Workspace users, Copper is the best all-in-one CRM.

Copper

What We Enjoy

• Designed to work with Google Workspace applications and connects with them.
• Kanban-style project boards and built-in project management skills
• Leads may be segmented using the built-in tag function.

What Isn’t There

• Only the Professional subscription offers integrations with prominent programs like DocuSign, HubSpot, Mailchimp, QuickBooks, Slack, and Zendesk.
• Only the Business plan allows you to monitor your sales goals.
• Integrations are the only way for real estate organizations to handle transaction management and property listings.

Copper Pricing in a Nutshell*

• Basic: $25 per month per user
• Professional: $59 per month for each user
• $119 a month, per user, for business
• 14-day free trial

*Pricing is based on a 12-month billing cycle. At a greater cost, monthly billing is also possible.

Copper stands out among the top real estate CRMs because it was deliberately designed to have the same feel as the Google Workspace products, and it smoothly connects with them. It also gives agents auto-enriched profiles, which collect information about prospective buyers’ and sellers’ likes and interests from their email and social media accounts.

Copper customers may also utilize the platform to perform back-office functions like transaction enablement and accounting. There are integration options with DocuSign for contract signatures and QuickBooks for accounting, for example. Other alternatives, such as capabilities that help accounting and marketing staff in addition to sales agents, may be found in our advice on the best CRM for operations.

We propose Insightly as a very comparable option for brokerages who want all of Copper’s built-in capabilities and connectors but aren’t Google Workspace customers. With interfaces with Adobe Sign, DocuSign, and HelloSign, Insightly also includes built-in project management functions and can handle back-office duties like document signing. It can also handle accounting tasks with the help of QuickBooks and FreshBooks connectors.

Copper’s Advantages

Graph of project management for copper Copper as a source)

• Within the platform, there are built-in, pre-made email templates.
• The CRM contact profile’s auto-enriched contact profile capability scans the internet for corporate information and social profiles and adds them to the contact profile.
• Sheets, Gmail, Docs, Calendar, Slides, Calendar, Hangouts, Drive, and Studio are all integrated and synced with Google Workspace.
• Invoicing and accounting functions are integrated with QuickBooks.
• E-signature and contract generating tools are provided by DocuSign.

Copper is worth a visit.

HubSpot CRM (Customer Relationship Management): The Best Content Management System

HubSpot CRM (Customer Relationship Management)

What We Enjoy

• Website grader, buyer persona maker, blog idea generator, and marketing plan generator are just a few of the free marketing tools available.
• Customer service is available on all channels 24 hours a day, 7 days a week.
• The CRM and the content management system (CMS) are linked.

What Isn’t There

• Only Professional plan members have access to e-signature and commission calculation tools.
• Marketing, Sales, Customer Service, CMS, and Operations Hubs are somewhat pricey for Starter and Professional subscriptions.
• Only the Professional package includes the Google Search Console connection for seeing search results.

HubSpot CRM (Customer Relationship Management) Pricing at a Glance

• Free: Features are limited.
• HubSpot for Startups*: Monthly fees range from $45 to $89
• The Marketing Hub costs $45 per month.
• For two users, the Sales Hub costs $45 per month.
• Starts at $45 per month for two users with 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

*Through the HubSpot for Startups program, qualifying firms may be able to save up to 90% on their marketing costs.

To improve their brand visibility and area knowledge, many real estate brokers employ content marketing to educate prospective buyers and sellers. HubSpot makes this technique easier since it has a content management system (CMS) that combines with its CRM capabilities. The CMS Hub empowers companies to construct websites with drag-and-drop editing and provides automated search engine optimization (SEO) suggestions.

Additional free resources, such as a blog idea generator, marketing plan development tool, and website evaluator function, are available to agents who maintain websites and social media pages. HubSpot Academy also has a wealth of free video training that educate users through every facet of content marketing on the platform. Create a customized HubSpot plan with the elements that are most beneficial to your real estate firm by establishing a customized hub bundle.

Because HubSpot CRM (Customer Relationship Management) quickly gets expensive after the Starter plan, consider Pipedrive as a lower-cost alternative. Its pricing starts at $12.50 per user, per month, and their highest level Enterprise plan is only $99 per user, per month. While it doesn’t offer the content management tools you’ll find in HubSpot, you can conduct email and text marketing campaigns from Pipedrive and leverage integrations to assist with other content-related tasks.

HubSpot CRM (Customer Relationship Management) Features

Domain page for HubSpot content management system (Source: HubSpot)

• Tool for generating blog ideas for free
• The ability to automate sales emails is built-in.
• A built-in appointment planner is available for free.
• The CRM platform has a built-in content management system (CMS) that interfaces with it.
• Custom layouts for contacts, transactions, and service ticket records are possible.

Want to know if the HubSpot CRM (Customer Relationship Management) is a good fit for the needs of your real estate business? Check out our comprehensive HubSpot CRM (Customer Relationship Management) review.

Go to HubSpot CRM’s website. (Customer Relationship Management)

The Best for Advanced Automation Features is Boss, please follow up..

Boss, please follow up.

What We Enjoy

• Warm, reliable leads in the contact list are automatically prioritized by smart lists technologies.
• Contacting potential purchasers, following up with previous customers, and directing prospects to financing partners may all be automated using automation technologies.
• Customer service is important. Phone and email support is available seven days a week.

What Isn’t There

• Regardless of the strategy chosen, it is quite costly.
• There are no built-in transaction management capabilities.
• On the cheapest plan, call lists and one-click calling are not accessible (Grow)

Boss, please follow up. Pricing at a Glance*

• Grow: $69 per month per user
• Monthly fee: $499 (up to 10 users)
• Monthly platform fee: $1,000 (up to 30 users)
• 14-day free trial

*Prices are based on a month-to-month billing cycle. Annual pricing is also possible, which includes a two-month free trial period.

Boss, please follow up. helps real estate agencies fulfill their sales and marketing goals through its built-in calling, texting, and emailing communication tools. It also has a smart list functionality that organizes and prioritizes warmer prospects who are more likely to buy.

Boss, please follow up. allows users to configure rules to expand its real estate lead generation and follow-up capabilities to more than just automatically sending marketing messages. It can also auto-refer leads to partner businesses like lenders or insurance agencies and send timely messages to contacts based on rules, such as sending a happy birthday text on a contact’s birthday.

Since Boss, please follow up. doesn’t offer built-in transaction management tools, agents who prioritize this type of functionality in their CRM should look at alternatives CRM for Top Producers and Propertybase. Both provide built-in transaction management tools to streamline the administrative tasks of a property transaction.

Boss, please follow up. Features

Boss, please follow up. automations list page (Source: Boss, please follow up.)

• Set up automations to nurture long-term customers, follow up with an old lead who has shown fresh activity, send relevant communications, and send lead referrals to partners automatically.
• The mobile app provides functionality for making calls, sending messages, emailing, accessing lead data, taking notes, communicating with teams, and monitoring lead sources, as well as built-in telephone facilities for call dialing and accepting incoming calls.
• By broadcasting sales success metrics like sales closed and prospects created, the leaderboard tool may be utilized to identify and teach agents.

Visit Boss, please follow up.

Best for New Real Estate Agents: Contact IXACT

Contact IXACT

What We Enjoy

• Contact support teams can help with CRM setup and connectivity with other programs.
• Features for novice agents, such as a customised roadmap, are well-designed.
• Agent progress and objectives are summarized in executive summary tools.

What Isn’t There

• Optional add-ons that incur extra charges include the IDX website, Social Stream, bulk email, SMS marketing, and recruitment function.
• The user interface might be difficult to navigate.
• The mobile app’s functionality is restricted to contact communication and task management.

Contact IXACT Pricing at a Glance

• Contact IXACT Plan: $33 per month billed annually or $39 per month billed monthly
• For new agents, there is a free trial period of five weeks and/or up to six months.
• Agent Website Add-on: $13 or $33 each month, with a $24 setup cost every year and a $65 one-time setup price
• Add-on for Social Stream: $20 per month
• Add-on for mass email: a fixed charge of $10 to $150 for 1,000 to 50,000 emails.
• Text Marketing Add-On: $5 per month for 100 credits, or $15 to $175 for 500 to 10,000 credits for a flat charge.
• Add-on for IXACT Recruiter: $38 or $85 each month

Contact IXACT is excellent real estate CRM software for new agents for several reasons. The first is simply economical, as Contact IXACT offers a six-month free trial with all features included for new real estate agents who have become licensed within the past 12 months. This is an incredible opportunity for new agents to get their business up and running with professional CRM tools at no cost.

Another reason is Contact IXACT’s personalized roadmap feature. This feature allows real estate agents to create sales goals and lays out the objectives needed to hit those goals to ensure a successful real estate career.

The concierge setup services are particularly beneficial to new agents who have never used a real estate CRM before. Agents may use the concierge setup services to get help with importing contact lists, developing monthly email newsletters, building a keep-in-touch plan, automating lead collecting, and setting up their IDX real estate listing website.

Contact IXACT has a limited mobile app, only allowing users to communicate with contacts, view listings, and manage task activities. CRM for Top Producers is a great alternative if you need a robust mobile app that allows users to communicate with contacts, access a follow-up coach, schedule appointments, manage tasks, create notes, follow up with leads, and view property listings.

Unfortunately, you’ll have to pay more for important features like email and text marketing capabilities through Contact IXACT add-ons. Since these are volume based, you’ll also pay more if you send a lot of texts or email messages. Try LionDesk for more extensive text and email marketing capabilities right out of the gate.

Contact IXACT Features

Contact IXACT newsletter creator (Source: YouTube)

• The built-in contact intelligence tool tracks lead information such as birthdays, move-in history, referrals, and communication history via contact profiles and social media accounts.
• New agents will benefit from a personalized roadmap tool for setting sales goals and defining the steps necessary to accomplish them.
• The platform’s ability to develop Internet Data Exchange (IDX) websites that display up-to-date real estate listings immediately
• The email marketing add-on has automated drip campaigns for bulk emailing as well as the ability to produce email newsletters automatically.
• Users may use the Social Stream add-on to automate the process of locating and uploading material to social media accounts.

Visit Contact IXACT

Real Estate Agencies That Want to Centralize All Lead Sources Should Use CRM for Top Producers.

CRM for Top Producers

What We Enjoy

• More than 100 sources, including Zillow, Realtor.com, Trulia, and Homes.com, may be merged into the CRM.
• For advanced information about prospective purchasers, use our one-of-a-kind social insight tool.
• Additional synchronization is not required for the mobile app.

What Isn’t There

• There isn’t a free choice.
• The learning curve for navigating the UI is rather steep.
• There are no built-in sales enablement tools for invoicing or payment processing.

CRM for Top Producers Pricing at a Glance*

• Starter: $60 per month per user
• Professional: $95 per month for each user
• Advanced: $105 per month for each user

*Pricing is based on a monthly payment cycle. A discounted annual billing option is available.

CRM for Top Producers is the best real estate CRM for agencies and brokerages that want to centralize lead management and marketing activities into one platform. The most notable standout of CRM for Top Producers is the FiveStreet real estate lead management feature, which allows agencies to consolidate buyer and seller leads into the CRM from more than 100 different vendors, such as Trulia, Zillow, RE/MAX, and Realtor.com. It also integrates with productivity applications like Gmail and Outlook.

“X Factors” included in the CRM for Top Producers give valuable 360° insights into leads by syncing information from social media profiles, occupations, locations, and more. Another X Factor is Market Snapshot, which provides market reports, listing updates, neighborhood trends, and more. Send these reports to clients and prospective leads for engagement, education, and to highlight your value as a real estate professional.

Since CRM for Top Producers can only handle invoicing activities through integrations, real estate businesses looking for built-in tools to create invoices can look to HubSpot CRM (Customer Relationship Management) as an alternative as it offers a built-in invoice generator tool. Though CRM for Top Producerss integration capabilities are impressive, it’s worth noting that Pipedrive offers an expansive list of native and API custom integration capabilities beginning at its lowest-cost tier, at just $12.50 per user, per month.

CRM for Top Producers Features

With CRM for Top Producers, real estate agents can efficiently track transactions (Source: Top Producer)

• Import contact lists from real estate websites like Zillow, MLS, and Trulia, as well as productivity programs like Gmail and Outlook.
• The social insights application collects data from a lead’s social media sites, bringing together social biographies, hobbies, and connections to their online profiles in one place for agencies.
• Ability to create IDX websites inside the platform and have them automatically update property real estate listings.
• Leads from Facebook Ads and Google Forms may be loaded straight into the CRM using Zapier’s interface.
• Streamlined workflows with customizable follow-up rules and contact, calendar, and email synchronization
• Capabilities for monitoring planned and earned commissions via reporting

Want to learn more about this CRM for Top Producers? Check out our expert CRM for Top Producers review, where we explore its rich feature set and explain what type of real estate businesses benefit most from the software.

Visit CRM for Top Producers

Propertybase: Best for Real Estate Clerical & Administrative Tools

Propertybase

What We Enjoy

• E-signature and document management features are built-in to the transaction management capabilities.
• Website design and SEO tools are built-in.
• Built-in marketing design tools for print and email marketing

What Isn’t There

• The majority of the notable features for website administration and transaction management aren’t free.
• A live chat communication channel is not available for customer assistance.
• Dashboard and pipeline modification possibilities are limited.

A Quick Look at Propertybase Pricing*

• Company: $79 per month per user
• Enterprise: $99 per month for each user

*Prices are for yearly billing and only include the CRM. Additional website and transaction management tools come at a fee.

Features of Propertybase a back-office function that contains solutions for various administrative duties related to real estate transactions, including e-signature, compliance support, and secure document storage. By communicating with managers prior to closings, real estate agents may ensure that errors are avoided.

Using the secure intranet feature, which can be accessed by both the agent and the brokerage management, each of the tools for administrative tasks and transaction management are integrated, creating a streamlined workflow. Since transaction management tools are critical to a real estate operation but they cost more with Propertybase, we recommend Pipedrive and CRM for Top Producers as the best real estate CRM alternatives with transaction management tools—but without an added cost.

Features of Propertybase

The first page of the Propertybase transaction management system (Image courtesy of Boston Logic)

• The transaction management features include an e-signature tool.
• The platform has the ability to use a secure intranet.
• Email personalization elements that you may drag and drop
• Has a simple website builder with Internet Data Exchange (IDX), which allows you to show up-to-date property listings on your website.
• Transaction management capabilities include collaboration tools that enable managers to examine and approve papers prior to closing on properties.

Propertybase is a great place to start.

How We Decided on the Best Real Estate CRMs

One of the most important elements to consider when choosing an industry-specific CRM, such as a real estate CRM, is niche-specific value. We determined this by examining real estate-specific pricing and capabilities, such as functions for advertising services to buyers and sellers, tools for publishing up-to-date property listings, and functions for monitoring transaction possibilities. In addition, aspects related to product use and customer service were assessed.

Pipedrive is the best overall alternative, according to our analysis, because of its very low price and critical, helpful features for real estate enterprises, such as e-signature capabilities and a mobile app. PropertyRadar, an up-to-date database with detailed property ownership information, is also included. There’s no danger in trying it now since they provide a 14-day free trial with full access to the platform’s functionality.

Go to Pipedrive.com.

The headings below provide an overview of our criteria for selecting the best real estate CRM software:

40% of the overall score

When evaluating the finest CRM software for real estate agents and brokerages, total expenses and numerous pricing choices are often the most crucial consideration for any small company selection. We looked at the availability of free account alternatives, different membership levels, and whether or not monthly pricing plans were accessible.

20% of the overall score

Any CRM is designed to give practical solutions for sales, marketing, customer care, and project management. We focused on aspects that we believe are essential in a good real estate CRM, such as mobile capabilities, contract administration tools, email marketing capability, and methods for connecting buyers and sellers with agents.

15% of the overall score

Any application’s features are only as useful as its usability. 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 are rated based on customer service hours and support availability through several channels such as phone, live chat, and email.

10% of the overall score

We looked at what other users had to say about each of the finest real estate CRM systems in addition to our own direct experiences with the providers. These factors take into account consumer feedback to determine general popularity, convenience of use, value for money, and the use of some of the built-in features for users.

*Percentages based on total score

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The “best real estate software” is a list of 8 CRM software. Each one has been chosen for its specific features, and the fact that they are all effective in this current market.

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