Top 5 Real Estate Client Management Software Worth Trying
Running successful real estate businesses requires careful management of contacts, clients, deals, and transactions. And that's where good client management software comes in handy. You can choose from many different CRM systems available on the market.
And to make things easier for you, I have compiled a list of real estate client management software that can streamline your work and help you manage all aspects of your business more efficiently.
What is real estate project management software?
Real estate project management software is a specialized software designed to help professionals in the real estate industry manage their projects more effectively.
It provides tools to manage tasks, track progress, allocate resources, and collaborate with team members to ensure projects are completed on time and within budget.
Real estate project management software can also help users like real estate agents to manage various aspects of their projects, such as timelines, budgets, milestones, schedules, documentation, and communication with clients or stakeholders.
Why do real estate agencies need project management software?
Streamline Processes: Real estate projects involve multiple tasks and people, and keeping track of everything without a proper system can be difficult. Project management software can help agencies streamline processes and ensure everyone works towards the same goals.
Better Communication: Real estate agencies can improve communication between team members and clients with project management software. They can easily share project updates, documents, and timelines and collaborate in real time.
Time and Resource Management: Real estate projects can take a lot of time and resources, and it's important to manage them efficiently to stay on track and within budget. Project management software can help agencies allocate resources effectively and keep track of project timelines and deadlines.
Increased Productivity: Real estate agencies can increase productivity and efficiency by automating repetitive tasks and providing a centralized platform for all project-related information.
Improved Client Experience: Real estate projects are often complex, and clients may have many questions and concerns. With project management software, agencies can provide better customer service by informing clients, addressing issues promptly, and delivering projects on time and within budget.
List of the best 10 Real Estate Client Management Software
ClientVenue is a CRM software designed to be user-friendly and efficient. It offers effective tools to help real estate developers easily manage their projects, clients, and contacts.
With comprehensive features like client relationship management, lead tracking, and opportunity forecasting, this real estate CRM tool can help you manage all your post-sales processes effectively.
Additionally, it provides a deal pipeline to manage leads from the first touch to the close deal stage and email automation with custom forms and templates.
- Time Management
- Deal Tracking
- Client Management
- Project Management
- Time Tracking
- Resource Allocation
- Invoicing and Billing
ClientVenue has two pricing plans with a 14 day full featured trial.
Professional Plan: This plan costs $25 per user per month and offers unlimited projects, a 10 GB storage drive, timesheets and resource management, client invoicing and payments, a branded white label portal, people performance reports, integrations, and priority support.
Enterprise Plan: The Enterprise plan costs $40 per user per month and includes all the features of the Professional plan, plus additional benefits such as client accounts, 100 GB storage drive, a dedicated services selling page, a dedicated accounts manager, custom development, 1-on-1 custom onboarding and coaching, and daily standups.
2. Zoho Real Estate CRM
Zoho Real Estate CRM software can manage the entire sales cycle, from creating and storing quotes, invoices, price books, and bills in the account to inventory management, which helps with post-sales processes.
Zoho's real estate CRM is a cloud-based solution. It provides features such as sales leads, leads tracking, and appointment scheduling.
In addition to these good product management capabilities, Zoho's support team offers efficient services that you can use to resolve any issues that arise while using the system.
- Easily Capture Leads
- Efficient Case Management
- Track Marketing Campaigns
Standard: Priced at $12 monthly for annual billing or $18 monthly for monthly billing, the Standard plan offers basic CRM tools for automation and sales cycle optimization.
Professional: Priced at $20 per month for annual billing or $30 monthly for monthly billing, the Professional plan includes advanced features for improved customer acquisition and growth acceleration.
Enterprise: Priced at $35 per month for annual billing or $45 monthly for monthly billing, the Enterprise plan is designed to manage global CX operations with the complete CRM.
Ultimate: Priced at $45 per month for annual billing or $55 for monthly billing, the Ultimate plan is to meet the needs of scaling exponentially with dedicated BI capabilities.
Freshsales by Freshworks is a fantastic CRM software designed for real estate developers. Its easy-to-use interface and practical features help realtors and developers execute projects with minimal effort.
If you're looking for the best sales solution, Freshsales is the way to go. It offers advanced lead generation capabilities, including email automation, lead scoring, lead capture, and contact management.
As a cloud-based solution, it allows for email automation with custom forms and templates and deals pipeline management to handle leads from the first touch to closing the deal.
- Intelligent Lead Scoring.
- Automated Workflows
- Pipeline Visualization
Growth: The Growth plan is free for up to three users and includes features such as contact, account, deal management, built-in chat, email, phone capabilities, AI-powered contact scoring, sales sequences, and one CPQ license.
It costs $18 /user/month billed annually or $15/user/month billed monthly.
Pro: The Pro plan costs $39/user/month billed annually, or $47/user/month billed monthly, and includes everything in the Growth plan plus multiple sales pipelines, time-based workflows, AI-powered deal insights and next best action, up to 3,000 bot sessions/month, sales teams and territory management.
Enterprise: The Enterprise plan costs $69/user/month billed annually, or $83/user/month billed monthly, and includes everything in the Pro plan plus custom modules, AI-based forecasting insights, audit logs, up to 5,000 bot sessions/month, and a dedicated account manager
Propertybase is another CRM that can handle your contacts, clients, and transactions. This software is highly suitable for managing post-sales processes with ease.
It's a cloud-based solution with helpful features like contact management, opportunity tracking, and email templates. It has an integrated IDX and MLS that can help you generate leads and acquire new customers through smart transaction management.
- Secure Document Management
- Personalized Email Templates
- Effortless Appointment Scheduling
- Instant Property Alerts
- Powerful Sales Analytics
Company: For the Company edition, pricing starts at $69 per user per month when billed annually. However, there is a 4-user minimum requirement, and the pricing structure for less than 4 users is as follows:
- Three users cost $89 per user per month.
- Two users cost $99 per user per month.
- One user costs $119 per user per month.
The Company edition features contact management, simple marketing tools, a mobile app, listing management, in-depth reporting, and transaction management.
Enterprise: The Enterprise edition costs $89 per user per month when billed annually, but a 10-user minimum requirement exists. It includes all features from the Company edition and adds free MLS/Portal integration, franchise management, and financials.
Bitrix24 is a well-known real estate CRM software with exceptional product management capabilities. It's the perfect solution for realtors who want to improve their business processes and boost sales.
The software offers a user-friendly platform for realtors and their clients, with features like sales management, client relationship management, and productivity tools.
One of the standout features of Bitrix24 is its collaboration space, which allows all stakeholders to collaborate, share relevant data, and make informed business decisions.
- Contact Management
- Email Marketing
- Time Tracking
- Supports Android Apps
Free: The Free plan is perfect for agencies that want to start working online and selling more with CRM. It offers unlimited users and 5 GB of storage, collaboration tools, task and project management, CRM, a drive for storing and sharing files, a contact center, and a website builder.
Basic: The Basic plan is designed for small businesses and sales teams with up to 5 users. It costs $61 per month if paid monthly or $49 per month if paid annually.
The plan includes 24 GB of storage, collaboration tools, task and project management, CRM, a drive, a contact center, a website builder, an online store, and customer support.
Standard: The Standard plan is perfect for larger teams and workgroups. It costs $124 per month if paid monthly or $50 per month if paid annually.
It offers up to 50 users, 100 GB of storage, collaboration tools, task and project management, CRM, a drive, a contact center, a website builder, an online store, marketing tools, online documents, customer support, administration features, and more.
Professional: The Professional plan is designed for maximum sales and business process automation. It costs $249 per month if paid monthly or $100 per month if paid annually.
It offers up to 100 users, 1024 GB of storage, collaboration tools, task and project management, CRM, X5 CRM, a drive, a contact center, a website builder, an online store, marketing tools, online documents, sales intelligence, automation features, HR tools, customer support, and administration features.
Enterprise: The Enterprise plan is designed for large businesses and enterprises. It costs $499 per month if paid monthly or $399 per month if paid annually.
It offers up to 250 users, 3 TB of storage, collaboration tools, task and project management, CRM, X5 CRM, a drive, a contact center, a website builder, an online store, marketing tools, online documents, sales intelligence, automation features, HR tools, multiple branches, scalability, an enterprise pack, customer support, and administration features.
The Best Real Estate Client Management Software: ClientVenue
The best real estate client management software is ClientVenue. ClientVenue is the most comprehensive project management tool that helps teams work together effectively and efficiently.
With ClientVenue, teams can create interactive timelines, generate project reports, schedule resources, manage tasks, and record timesheets seamlessly.
ClientVenue has an intuitive interface that makes it easy for users to assign tasks, set deadlines, and monitor progress. It is the most flexible real estate project management tool on the market.
ClientVenue is the best software for creating customized workflows. This makes onboarding new clients easy and ensures their needs are met throughout the project.
With ClientVenue, you can customize the software to match your company's specific needs, no matter how big or small your business is.
Flexibility is another key feature of ClientVenue. It's designed to be adaptable to your business rather than the other way around.
And when it comes to pricing, the ClientVenue pricing plans are the most flexible on the market. This is a major advantage for businesses looking to manage their projects more efficiently and stay within budget.
Features that make ClientVenue great
This feature allows businesses to create custom workflows to quickly onboard new clients. It ensures all client requirements are met and the project is completed correctly.
Billing and Invoicing
ClientVenue makes it easy to manage billing and invoicing by organizing invoices, payment plans, and billing statements in one place. This helps businesses to track payments, review billing history, and quickly close out projects.
With ClientVenue, scheduling tasks and tracking deadlines is simple. Its drag-and-drop scheduling capabilities make planning shifts, managing resources, and optimizing workflow easily.
ClientVenue's resource management feature enables businesses to view project resources in one place, including the tools and materials needed and information about personnel, contractors, and vendors. This helps to maintain a project timeline and ensure everything runs smoothly.
ClientVenue is an excellent tool for planning and executing projects from start to finish. Its real-time progress tracking feature allows businesses to view updates and keep track of every project stage.
With ClientVenue's reporting capabilities, businesses can generate custom reports on project progress and performance. This helps to ensure that projects are completed efficiently.
The Client Portal feature helps to keep communication between clients and teams organized and secure, thereby ensuring a seamless customer relationship management. Users can easily view updates, submit support tickets, and receive replies to their requests.
ClientVenue offers an extensive list of integrations. This feature enables users to employ third party integrations using their favorite tools, including Google Suite, Zapier, Slack, and other third parties.
ClientVenue is a powerful project management tool that can meet the desires of any real estate project management agency. It comes packed with lots of features and benefits.
It's designed to help teams stay connected, organized, and productive, making it a go-to- choice for businesses of all sizes.
ClientVenue provides a comprehensive range of capabilities to help speed up collaboration, communication, and job completion. From setting goals and tracking time to granting team and project-level access, ClientVenue has everything you need to keep your projects running smoothly.
ClientVenue gives you everything you need to stay organized and on schedule. Plus, it's user-friendly and customizable, so you can customize it to meet your needs and preferences.
ClientVenue is the most reliable and efficient project management tool worth considering. It is the best tool for real estate professionals. Try ClientVenue today.