Top 10 Real Estate Client Management Software For You

A real estate client management software is necessary to track all aspects of your business, including contacts, clients, deals and transactions. There are many different CRM systems available on the market that you can use for managing your real estate clients efficiently.

Top 10 Real Estate Client Management Software For You

If you are looking for the best real estate CRM software for your business, then this blog post is just what you need.

A real estate client management software is necessary to track all aspects of your business, including contacts, clients, deals and transactions.

There are many different CRM systems available on the market that you can use for managing your real estate clients efficiently.

We have compiled a list of 10 different products that will help streamline your work and make it easier to manage all aspects of your business.

These products range from high-end enterprise solutions to lightweight options that are perfect for small businesses. Regardless of which product you choose, there is no doubt that they will improve how your business operates!

1. Zoho Real Estate CRM

Zoho's real estate CRM software offers a complete sales cycle. It enables you to create and store quotes, invoices, price books, bills in the account. It also provides inventory management features that help manage post-sales processes.

Zoho's real estate CRM is a cloud-based solution. It provides features such as sales leads, leads tracking and appointments scheduling.

In addition to these good product management capabilities, Zoho's support team offers efficient services that you can use for resolving any issues that arise while using the system.

Manage all the post-sales processes  using powerful inventory management features and share your quotes and invoices to prospects through custom email templates.

Features

  • Lead Capture - Capturing leads is a complicated task as it requires integrating multiple systems such as email, social media, website forms etc. However with Zoho's real estate CRM, you can easily integrate all these platforms.
  • Case Management - Segregate individual deals and keep all its details at one secure place.
  • Marketing Analytics- Track your marketing campaigns to understand the potential client base.

2. Freshsales

Freshsales is a resourceful CRM software for real estate developers from Freshworks. It provides an intuitive UI with an array of practical features to help realtors and real estate developers execute projects with minimal efforts.

If you are looking for the best sales solution, then choose fresh sales that offers advanced lead generation capabilities including email automation, lead scoring, lead capture and contact management.

The product is a cloud-based solution that provides features such as email automation with custom forms/templates, deals pipeline for managing leads from the first touch to close deal stage.

In addition to having effective sales capabilities, it has a strong support team that offers efficient services to resolve any issues.

Keep track of all the important aspects associated with every deal and create custom templates for sending emails.

Features

  • Intuitive Lead Scoring - The product automatically scores leads and lets you know which ones are the most valuable.
  • Automated Workflows - Save your time and efforts by automating all the tedious tasks that require manual intervention.
  • Pipeline Deals - Graphical user interface for visualizing the entire sales process.

3. Propertybase

Propertybase is a powerful real estate CRM software especially designed for the management of contacts, clients and transactions. It is ideal for realtors who are looking to manage post-sales processes efficiently.

The product is a cloud-based solution that provides features such as contact management, opportunity tracking and email templates.

The platform includes an integrated IDX and MLS which helps in generating leads and acquiring new customers with intelligent transaction management.

Features

  • Legal Document Management -  Document all the legal and property related documents of your clients in a secure manner.
  • Customizable Email Templates - Personalize emails with custom greetings, images etc.
  • Appointment Scheduling - Schedule appointments for your clients with the best real estate CRM software.
  • Property Alerts -  Get instant notifications about all the changes in property value.
  • Sales Report - Analyze your sales processes to extract actionable insights using powerful analytics tools.

4. Bitrix24

Bitrix24 is the popular real estate CRM software that offers excellent products management capabilities. It is the best solution for realtors who are looking to enhance their business processes and increase sales.

It affords a seamlessly working platform for realtors and their clients by providing features such as sales management, client relationship management and productivity tools.

It provides a collaboration space where all the stakeholders can work together, share relevant data and take informed business decisions.

Features

  • Contact Management - Manage contacts including their details such as email, phone number etc.
  • Email Marketing -  Personalize emails with different templates and attachments.
  • Time Tracking - Track time spent on individual tasks to boost efficiency of your team members.
  • Supports Android Apps -   Stay connected at any time and from anywhere.

5. RealOffice360

RealOffice360 is a CRM Software designed for real estate developers. It is a user-friendly platform that provides effective tools to manage projects, clients and contacts efficiently.

It offers comprehensive features designed to help you manage post-sales processes like client relationship management, leads tracking and opportunity forecasting.

Other features include deal pipeline for managing the leads from first touch to close deal stage and email automation with custom forms/templates.

Features

  • Lead Scoring - Automatically score leads and let you know which ones are the most valuable.
  • Time Organisation -  Save your time and efforts by automating all the tedious tasks that require manual intervention.
  • Deal Tracking -   Keep track of all the important aspects associated with every deal and create custom templates for sending emails.

6. B2B Bricks

B2B Bricks stands as an ideal real estate CRM software for both individual real estate agents as well as organisations. It offers assistance in providing customisable tools to help realtors manage their real estate projects.

It provides effective tools to help realtors manage their clients and projects efficiently. It offers features such as intuitive user interface, powerful reporting tools & alerts and multiple integrations.

Features

  • Lead Retrieval - Get all the necessary information about your leads without any delay.
  • Geo Tracking - Track the activities of all your field professionals in real time.
  • Task Automation -  Automate all your tasks such as appointment scheduling, lead generation and many more.

7. PlanPlus

PlanPlus is one-stop solution for all real estate CRM software needs and includes a plethora of tools for real estate agents and realtors. This cloud-based software enables all the field agents and other team members to stay connected on the go.

PlanPlus offers a simple user interface, alerts and notifications to keep everyone updated on the latest happenings. It offers features such as activity scheduling, vacation management, time tracking and many more.

Features

  • Team Collaboration - Work as a team with your colleagues and clients to achieve mutual business goals.
  • Email Marketing -  Reach out to more prospects by sending personalized emails.
  • Task Automation -  Get rid of manual tasks that eat up a lot of productive hours.

8. DaeBuild CRM

DaeBuild CRM is the prefer Real Estate CRM Software for various Builders and Developers, spread across numerous cities. It includes developers in the space of Townships, Mixed Use Projects, Residential, Commercial and Plotting.

It automates various processes in a real estate project and simplifies the different tasks of real estate professionals. It provides tools for following up with clients for impeccable client service.

Features

  • Client Management - Manage every client from the beginning to end and maintain a detailed database.
  • Lead Management - Get all the necessary information about each lead without any delay.
  • Contact Management -  Manage all the contacts you have made with clients and prospects in a systematic manner.

9. Cratio CRM

Cratio CRM offers an all-encompassing real estate CRM software which helps in personalising the whole transaction process for clients, such as providing support and efficient documentation.

It is specifically designed for  real estate professionals such as property developers and real estate agents, to help them manage projects, clients and contacts efficiently.

It offers comprehensive features designed to manage the different stages of projects, such as deal pipeline for managing leads from first touch to close deals and email automation with custom forms/templates.

Features

  • Automated lead generation -  Get rid of manual tasks that eat up a lot of productive hours.
  • Project Management - Manage every project from the beginning to end and maintain a detailed database.
  • Incentivisation -  Incentivise your field agents for promotion of Real Estate CRM Software and other products.

10. LeadSquared

LeadSquared is the best real estate CRM for  streamlining sales processes. The software enables users to easily track leads from multiple sources, be it through phone, chat, website or social media.

It helps with complete sales automation with lead management, daily status check, follow-up reminders, etc. Also, you can track and monitor revenue metrics to know what's doing well for your business.

Features

  • Capture Sales Signals -   Get all the necessary information about your leads without any delay.
  • Lead Management - Manage every lead from the beginning to end and maintain a detailed database.
  • Custom Reporting -   Get customised analytic reports as per your performance metrics.
  • Task Automation -  Automate all your tasks such as appointment scheduling, lead generation, etc.

In this article, you can understand the importance of the real estate CRM  software for your business growth. You can choose the best real estate CRM software that is perfect for you and your requirement.