As a real estate agent, you have a lot on your plate: keeping track of properties, managing paperwork, following up with leads, and much more. Without a proper CRM system, it can be a huge challenge to stay on top of your game.
In this article, we will introduce you to the top 6 CRMs for real estate. These CRM systems are designed to streamline your real estate operations, automate routine tasks, and maintain your competitive edge. So, let’s begin.
What is a CRM in real estate?
A CRM (Customer Relationship Management) system helps professionals manage their interactions with clients and leads. By centralizing information, it quickens your response time and simplifies the process of converting leads.
When it comes to real estate, a CRM can help you manage your sales pipeline and keep track of properties. However, it’s more than just a digital address book. Here are some key features you should look for.
- Automated outreach: Once you automate daily tasks, like email follow-up, you become free to focus on more long-term tasks that are more beneficial for your business. So, having automations is necessary.
- User-friendly interface: A user-friendly interface simplifies navigation and reduces the learning curve, enabling real estate professionals to work more efficiently.
- Technical support and training: It can always take some time to get the hang of a real estate CRM platform. So, having access to quick technical support via phone, text, and email is always appreciated.
- Reporting and activity tracking: Reporting and activity tracking features provide valuable data on performance, helping you make informed decisions, identify trends, and optimize operations.
- Mobile accessibility: As a real estate agent, you’re always on the go and can’t carry your laptop everywhere. iOS and Android apps can enable you to manage your business anytime, anywhere.
Fortunately, you don’t need to research CRMs because we’ve done the legwork for you. Now, let’s look at six CRMs for real estate that have most of the above features.
Top 6 CRMs for real estate
The best real estate CRM for you depends on your unique requirements and goals. However, we’ve gathered six overall great CRMs from our research that you should check out.
If you own a small or medium-sized real estate business, HubSpot is perfect for you. Using the various Hubs, you can manage all aspects of your business on one platform. Check this article to learn how to use HubSpot for real estate.
Here are some Bardeen HubSpot automations to further streamline your workflow.
This automation will draft an email for a HubSpot contact based on your prompt. It can come in handy when you want to email a HubSpot contact quickly but don’t have time to type a full email by yourself.
Did someone on Twitter provide feedback about your product or service you want your technical team to look into? With this automation, you can create a HubSpot ticket with an AI-generated tweet summary.
Want to copy your HubSpot data to other platforms to create a backup? Using this automation, you can skip all the copy-pasting. With a few clicks, it’ll copy all your HubSpot products into a Google Sheets spreadsheet.
If you’re a beginner with HubSpot, we’ve written many articles about it, from creating lists to merging contacts! So, feel free to browse our HubSpot articles to learn more about how to leverage the platform fully.
- Limited features compared to some competitors
If your real estate business is established and tech-savvy, it’s hard to find a better option than Salesforce. With Salesforce, you can streamline your real estate workflows, like lead management, property listings, and client communication. You also get valuable insights for optimizing your operations.
Here are some Bardeen Salesforce automations that you should try out.
This automation will generate an email (and subject line) in Gmail for any Salesforce contact based on your prompt. It’ll also take the contact’s details into consideration for a more personalized message. Use this automation whenever you want to send an email to a Salesforce contact quickly.
If you received an email and want to add the sender as a new Salesforce lead, use this automation rather than doing it manually. After you open the email and run the automation, it’ll scrape the contact details and create a new lead.
You may also want to copy your Salesforce data to other platforms. Bardeen has many pre-built automations for doing this. This automation will copy all your Salesforce contacts and related data to a Coda table. You can also do the same for opportunities and accounts.
- Helpful analytics for business insights
- Wide industry adoption
- Complex for beginners
Looking for a budget-friendly real estate CRM? Pipedrive offers a unique approach to real estate CRM with its sales-focused design. It’s an excellent choice for real estate professionals looking to effectively manage leads, deals, and the sales pipeline. See this article for steps to get started with Pipedrive.
Here are some Bardeen Pipedrive automations.
Using this automation, you can save details from a Realtor.com property page to a Pipedrive person or organization as a note. It can be helpful for saving valuable data for later referral.
You can also use Bardeen to transfer data between various platforms seamlessly. This automation will copy all your Pipedrive deals into a Coda table. You can also do the same for contacts and organizations.
If you liked these three automations, check this article for more time-saving Pipedrive automations.
- Can take time to learn; not user-friendly
If you’ve never used a real estate CRM before, Zoho is the best overall option. The platform’s extensive feature set includes lead tracking, email marketing, and analytics, offering comprehensive support for sales and client management. It’s also relatively easy to use.
- Affordable pricing
- Automation capabilities
- Includes an AI assistant to supercharge your workflow
- Many users have reported integration issues
Do you want a specialized real estate CRM tailored to the unique needs of the industry? Look no further than Propertybase. For all real estate businesses, it can be a valuable asset for enhanced property management and client service. To learn about pricing, you’ll need to request a demo.
- Robust property management
- Seamless integrations
- May be overly specialized for some users
Although you can’t call it a traditional CRM, Airtable is the right platform for those who prefer a DIY approach. It offers immense flexibility for custom database creation and management of real estate data. Here are some Bardeen Airtable automations to streamline your workflow.
You may want to save a Zillow listing for later referral. With this automation, you don’t need to do any manual copy-pasting. With a few clicks, it’ll scrape Zillow listings from the property search and add the information to Airtable.
Just like listings, you may also want to save agents and realtors. With this automation, you can save the currently opened Realtor.com agents and realtors page to Airtable.
Once you add a list of LinkedIn profile links in Airtable, this automation will enrich it with valuable data like their bio, education, and website. This can be helpful for many scenarios, like lead qualification and nurturing.
If you want a walkthrough of how to set up Airtable for your real estate business, watch this video.
You can also set up other platforms to manage your real estate business, like Google Sheets, ClickUp, and Notion. We’ll talk more about that in the next section.
- High customizability
- Easy to use
- Lacks traditional CRM features
- May require significant setup and configuration
Which is the best free CRM for real estate?
Most of the above real estate CRMs are helpful, but also expensive. Instead, many real estate agents also use platforms like Google Sheets, ClickUp, and Notion to manage their business. Here’s an example of Google Sheets.
With just some tinkering, you can use these platforms as a property database, task database, or for lead tracking, expenses, and invoices. Compared to traditional CRMs, this is a viable, low-risk alternative. Once you’re ready to go to the next level, you always have the option to upgrade to a paid CRM.
Automate your real estate workflows using Bardeen
Bardeen is a workflow automation extension in Chrome that’s integrated with many popular sales platforms like Salesforce, HubSpot, Pipedrive, and many more. When you need multiple tools to get things done, Bardeen can help you bridge the gap and consolidate your workflow.
Casafari, a real estate company, uses Bardeen to automate lead qualification. Be sure to read more about how Casafari uses Bardeen to save 13 hours every day. Now, go ahead and install Bardeen. It’s free to get started!
Without further ado, let’s discuss some pre-built Bardeen automations that you can use to streamline your real estate workflows.
Scrape data from real estate marketplaces
With these automations, you can get up-to-date and reliable data from real estate platforms like Realtor.com, Redfin, and Zillow.
This automation will copy the property details from a Realtor.com property page and save the details to a Google Sheets spreadsheet for later referral. You can also save the details to Coda, Airtable, and Notion.
Similar to the above automation, this automation copies the property details from the currently opened Redfin property page. You can also edit the automation to perform further actions.
Did you stumble across a great property on Zillow? Use this automation to save it to Airtable in just a few clicks. It’s also available for Pipedrive, Coda, Notion, and Google Sheets. Check this article to learn more about how to use Bardeen to scrape Zillow.
Monitor property prices
You can also monitor property prices using Bardeen! Once you set up the automation, Bardeen will notify you whenever the property price increases or decreases.
Watch this video to get a step-by-step tutorial on how to develop a price monitoring automation in Bardeen. You can also read this article to learn more about monitoring website changes with Bardeen and other tools.
Qualify high-potential properties
As you may know, manually scouring through long search page results can be tedious. The good news is, you can train AI in Bardeen to classify properties for you automatically.
You only need to answer a few questions, and the AI classifier will take over from there. Here are some automations to find and qualify properties on platforms like Realtor.com, Redfin, and Zillow.
As described above, this automation will qualify a list of properties from Realtor.com search results based on your criteria. Once done, it’ll save the data to a Google Sheets spreadsheet.
This automation will qualify a list of properties from a Zillow search and save the results to an Airtable.
This automation will qualify a list of properties from a Redfin search and save the results to a Google Sheets spreadsheet.
If you want to save Airbnb properties, use this automation instead. It’ll save the properties from the search page to a Google Sheets spreadsheet.
As a real estate agent, having a CRM simplifies many day-to-day challenges of running your business. It allows you to focus on building relationships and closing deals.
Our top recommendations are Zoho, Propertybase, and Pipedrive. However, you can also use low-cost platforms like Google Sheets, ClickUp, and Notion. In any case, you can always use Bardeen to streamline your workflow further.
Without any further ado, sign up for a CRM that aligns with your needs. If you need to, book an appointment with their sales team or request a demo.
Introducing AI into your workflow is the best way to boost productivity. Next, read this article to learn about the best AI tools for lead process management.