The 9 best real estate CRMs for every budget in 2026
Want
to
scale
your
business
faster?
Today’s
real
estate
CRM
software
makes
it
easy
to
stay
organized,
generate,
convert
and
nurture
leads
on
autopilot
and
automate
the
tedious
but
crucial
daily
tasks
that
build
lasting
client
relationships.
Our
team
of
experienced
agents
reviewed
dozens
of
real
estate
CRMs
to
help
you
find
the
best
fit.
We
chose
the
best
real
estate
CRMs
for
2026
based
on
their
value
for
money,
organization,
marketing,
lead-nurturing
features
and
scalability
to
support
your
growing
business.
In
this
update,
we
review
eight
CRMs
(and
one
CRM
add-on)
that
leverage
the
latest
technology,
including
AI,
to
help
you
scale
your
business
faster.
Let’s
get
started!
Follow
Up
Boss:
Best
value
for
agents
and
teams
Follow
Up
Boss
(FUB)
strikes
the
ideal
balance
between
powerful
features
and
affordability
for
solo
agents
and
teams.
Instead
of
piling
on
unnecessary
bells
and
whistles,
it
connects
seamlessly
with
over
250
popular
real
estate
tools,
making
it
the
central
hub
for
your
business.
Think
of
it
as
an
operating
system
that
allows
you
to
control
all
the
real
estate
software
you’re
already
using
with
one
login.
Beyond
integrations,
Follow
Up
Boss
delivers
powerful
built-in
tools
to
keep
you
organized
and
close
deals
faster.
Every
plan
includes
access
to
a
vast
library
of
email
and
text
templates
crafted
by
top
agents,
built-in
texting
features
and
advanced
automations
called
Action
Plans.
These
let
you
combine
emails,
texts
and
tasks
into
personalized
follow-up
campaigns
for
different
leads.
A
built-in
dialer
with
call
logging,
recording
and
AI-generated
call
transcripts
is
available
as
a
$39
upgrade
for
the
Grow
plan,
but
included
with
every
team
plan.
Follow
Up
Boss’s
value
proposition
is
clearest
for
small
teams,
but
its
unbeatable
combination
of
features
and
value
makes
it
a
winner
for
solo
agents
as
well.
Pros
&
Cons
-
Acts
as
a
central
hub
to
connect
and
control
all
your
real
estate
software -
Drip
campaigns
(Action
Plans)
are
highly
customizable
and
can
include
videos -
Intuitive
user
interface
for
speed
and
efficiency -
Extensive
library
of
action
plans,
text
and
email
templates -
Daily
live
and
on-demand
video
training
for
easy
onboarding
-
Dialer
is
a
$39
per
month
upgrade -
Text
messages
can
only
be
added
to
Action
Plans
via
third-party
tools -
No
built-in
AI
features -
Mobile
app
has
limited
functionality
Standout
features
-
Integrations
with
250+
real
estate
apps -
Pre-written
email
and
text
templates
created
by
the
Follow
Up
Boss
community -
Pre-built
Action
Plans
created
by
the
Follow
Up
Boss
community -
Smart
Lists
show
daily
task
reminders
for
contacts
and
leads -
Built-in
dialer
available
($39
upgrade) -
Website
pixel
connects
to
your
IDX
website
to
track
properties
your
lead
viewed -
Team
features
include
lead
routing,
leaderboards,
AI-powered
call
recording
and
transcripts
and
speed-to-lead
analysis
Pricing
-
Free
Trial:
14
days -
Grow:
$58
per
month -
Pro:
$416
per
month
for
10
users -
Platform:
$833
per
month
for
30
users
Lone
Wolf
Relationships:
Best
for
AI-powered
email
marketing
on
a
budget

Lone
Wolf
Relationships
is
an
intuitive
and
easy-to-use
CRM
that
includes
everything
you
need
(and
nothing
you
don’t)
at
a
significantly
lower
price
than
competitors.
Both
new
and
experienced
agents
will
find
a
lot
to
love
here.
You
get
intuitive
and
customizable
dashboards,
AI-powered
email
marketing,
pre-written
email
templates
and
automations
that
let
you
create
lead
campaigns
by
blending
drip
emails
with
scheduled
tasks.
Lone
Wolf
Relationships
is
an
excellent
choice
if
you
want
an
AI-powered
CRM
built
for
real
estate
that
just
works,
without
breaking
the
bank.
Pros
&
Cons
-
Affordable
pricing -
AI-powered
email
marketing -
Customizable
dashboards -
Automations
blend
email
drip
campaigns
and
task
reminders -
Email
template
library
saves
time
and
energy
drafting
emails -
Syncs
with
Gmail
and
Outlook
calendars -
Seamlessly
integrates
with
other
Lone
Wolf
software,
including
CloudCMA,
websites,
eSignature
and
transaction
management
-
No
built-in
dialer -
Limited
prebuilt
email
drip
campaigns -
No
direct
MLS
connection -
Texting
feature
is
only
available
via
paid
ugrade
Standout
features
-
AI-powered
email
writing
assistant -
Customizable
automation
templates -
Pre-written
email
templates -
Texting
features
available
as
an
optional
upgrade -
Pre-built
automations -
Contact
activity
timeline
Pricing
-
Free
trial:
14
days -
Paid
yearly:
$33.25
per
month -
Paid
monthly:
$39
per
month
CINC:
Best
for
top
producing
agents
and
teams

CINC
is
an
all-in-one
real
estate
CRM
platform
ideal
for
top-producing
buyer
agents,
listing
agents
and
teams.
The
platform
features
a
sophisticated
CRM
integrated
with
a
lead
capture
IDX
website
that
utilizes
AI
to
attract,
qualify
and
automatically
nurture
buyer
and
seller
leads
based
on
their
behavior.
CINC’s
Autotracks
feature
handles
lead-nurturing
automation.
Using
Autotracks,
you
can
create
sophisticated
drip
campaigns
that
include
automated
emails,
texts
and
task
reminders
based
on
the
lead’s
behavior
on
your
website.
Although
CINC
is
significantly
more
expensive
than
our
other
top
picks,
the
monthly
price
includes
buyer
leads.
Pros
&
Cons
-
All-in-one
CRM,
marketing
and
lead
gen
platform -
Send
bulk
emails
and
texts
right
from
the
CRM -
Autotracks
campaigns
can
include
text
messages
and
videos -
Automated
outreach
and
follow-ups
based
on
lead
behavior -
Sophisticated
lead-nurturing
automation -
Video
emails
and
texts
available
-
More
expensive
than
other
CRMs
(but
leads
are
included
in
the
price) -
AI-chatbot
is
a
pricey
$200
per
month
upgrade -
No
AI-powered
email
or
text
message
writing
feature -
Sophisticated
platform
with
a
steep
learning
curve
and
setup
time -
Smaller
community
than
Follow
Up
Boss
Standout
features
-
Sophisticated
drip
campaign
builder
(Autotracks) -
IDX
property
search
website
tracks
leads’
behavior -
AI
chatbot
trained
by
real
estate
agents -
Built-in
email,
text
and
calling
features -
Home
valuation
landing
pages -
Agent
and
client-facing
mobile
apps
Pricing
-
Free
trial:
Not
offered -
Solo
agents:
starting
at
$899*
per
month* -
Teams:
Starting
at
$1500
per
month*
*Leads
are
included
in
all
CINC
pricing
plans.
The
company
does
not
sell
its
CRM
software
without
done-for-you
lead
generation.
Top
Producer:
Best
for
experienced
buyer
agents
Top
Producer
is
a
powerful
CRM
designed
to
help
you
run
your
entire
business
—
from
first
contact
to
transaction
management
—
all
in
one
easy-to-use
platform.
Ideal
for
experienced
buyer
agents,
Top
Producer’s
integrated
dialer
and
text
messaging
tools,
sophisticated
drip
campaign
libraries,
AI-powered
email
and
text
composer
and
hyperlocal
market
reports
are
designed
to
help
you
work
buyers
for
the
long
haul.
Users
rave
about
Top
Producer’s
direct
MLS
integration
with
over
320
boards,
a
feature
many
CRMs
don’t
offer.
It
allows
you
to
create
and
send
property
alerts,
including
price
changes,
as
well
as
just-listed
and
just-sold
updates,
right
from
Top
Producer
—
making
you
the
local
market
expert.
While
Top
Producer
has
integrations
with
popular
real
estate
software,
it
also
provides
useful
(and
surprisingly
affordable)
upgrades,
including
an
IDX
website,
exclusive
buyer
leads
and
predictive
analytics
seller
leads.
Pros
&
Cons
-
Manages
the
entire
buyer
pipeline
from
cold
lead
to
transaction
management -
More
useful
and
affordably
priced
upgrades
than
other
CRMs -
Pre-built
email
and
text
drip
campaigns
for
efficient
lead
nurturing -
MLS
data
integration
for
buyer
lead
nurturing
and
management -
Call,
text
or
email
directly
from
the
CRM -
AI
email
and
text
composer
-
More
expensive
than
other
CRMs
(but
more
affordable
than
all-in-one
platforms
like
CINC) -
IDX
websites
are
basic
and
a
$35
per
month
upgrade -
Auto-responders
and
lead
routing
features
are
a
$25
upgrade -
Limited
direct
integrations
with
other
real
estate
apps
Standout
features
-
Sophisticated
drip
campaign
tool
includes
pre-built
campaigns -
Deep
MLS
integration
with
over
320
boards -
Custom-branded
market
reports,
just
listed,
just
sold
and
price
change
alerts -
Well-organized
and
intuitive
dashboard -
AI-powered
email
and
text
composer -
Contact
enhancements
include
headshots,
job
titles,
career
changes
and
more
from
lead’s
social
media
accounts -
Automated
home
valuation
landing
pages
(available
upgrade)
Pricing
-
Free
trial:
Not
offered -
Pro:
$179
per
month -
Pro
+
Leads:
starting
at
$479
per
month,
depending
on
lead
volume -
Pro
+
Farming:
starting
at
$599
per
month,
depending
on
farm
size -
Pro
Teams
5:
$399
per
month
for
five
users -
Pro
Teams
10:
$699
per
month
for
10
users -
Pro
Teams
25:
$1199
per
month
for
25
users
iHomeFinder:
Best
for
lead
gen
system
+
seller
leads

The
iHomeFinder
system
generates,
nurtures
and
converts
leads
all
in
one
place,
making
it
a
great
tool
for
agents
who
want
to
automate
their
lead
generation
processes.
Leads
come
in
the
IDX
website
through
calls-to-action,
lead
capture
forms
and
pop-ups
and
are
automatically
added
into
the
iHomeFinder
CRM.
Set
up
each
lead
on
automated
campaigns
by
email
and
text
to
start
the
nurturing
process
right
away.
The
system
also
provides
leads
with
personalized
listing
recommendations
and
activity-driven
alerts
(price
drops,
saved
listings,
etc.).
To
further
boost
your
lead
pipeline,
you
can
purchase
50
seller
leads
monthly
for
$50.
These
leads
will
appear
in
your
CRM
with
full
contact
information
and
property
details,
so
you
can
hit
the
ground
running
with
an
influx
of
leads
every
month.
This
is
especially
lucrative
for
agents
who
have
been
working
with
buyers
and
want
to
expand
their
business
to
listing
clients.
Pros
&
Cons
-
Integrated
IDX
website
with
customizable
search -
Mobile
app
and
real-time
alerts -
Automated
lead
nurturing
with
email
and
text
campaigns -
Full-service
CRM
with
marketing
workflows
-
Might
be
a
bit
expensive
for
solo
agents -
Technology
has
a
learning
curve -
Highest-tiered
plan
includes
only
up
to
10
seats
(although
more
can
be
added
per
user
per
month)
Standout
features
-
Automated
email
and
text
campaigns -
Sync
tasks
with
your
calendar -
Mobile
app -
Track
lead
activity
and
behavioral
triggers -
Lead
scoring
to
prioritize
most
active
and
likely
leads -
Purchase
monthly
seller
leads -
Customizable
IDX
website
and
IDX
property
search -
All
communication
tracked
in
CRM
system
Pricing
-
Lead
Essentials:
$169
per
month;
$250
one-time
setup
fee.
Solo
agents
and
small
teams
getting
started
with
lead
capture
and
IDX.
This
is
an
entry-level
package
with
core
functionality
and
clear
upgrade
paths. -
Lead
Maximizer:
$399
per
month;
$750
one-time
setup
fee.
Performance
agents
and
teams
managing
higher
lead
volume
who
need
more
automation,
visibility
and
team
tools. -
Growth
Pro:
$599
per
month;
$750
one-time
setup
fee.
Scaling
teams
that
want
fewer
limits,
more
flexibility
and
priority
support. -
50
Seller
Leads
a
Month:
$50
per
month -
100
Seller
Lead
Starter
Pack:
$100
one-time
Rechat.:
Best
for
mobile
CRM
+
marketing
The
Rechat.
mobile
system
makes
it
easy
for
agents
to
work
where
they
are,
which
is
typically
on
the
go.
The
fact
that
Rechat.’s
entire
CRM,
marketing
and
lead
generation
works
directly
on
a
mobile
phone
makes
this
platform
stand
out
from
the
crowd.
With
simple
clicks,
the
Rechat.
CRM
will
call,
text
and/or
email
leads
and
set
up
automations.
You
can
also
tag
and
segment
your
audience
to
target
specific
audiences
with
specific
marketing
materials.
In
conjunction
with
the
CRM,
Rechat.
has
a
marketing
suite
where
you
can
create
social
media
posts,
digital
and
print
marketing
materials,
websites
and
videos.
With
a
few
quick
taps
on
your
phone,
these
items
can
be
sent
directly
to
prospective
clients.
Pros
&
Cons
-
Automations
for
productivity
boost -
Transaction
and
deal
management
functionality -
Integrations
with
Google,
Outlook
and
other
CRMs -
Built-in
AI
-
Might
be
a
better
fit
for
teams
or
brokerages
than
solo
agents -
Learning
curve
for
non-tech-savvy
agents -
Occasional
glitches
reported
on
the
mobile
app
Standout
features
-
AI
assistant
named
Lucy
to
reply
to
messages,
create
content
and
increase
productivity -
Mobile
app -
All-in-one
system
for
agents -
Deal
and
listing
management -
Lead
capture
forms -
Website
creation
Pricing
-
~$35
per
seat,
depending
on
team
size
+
features
Sierra
Interactive:
Best
for
automated
marketing
+
lead
nurturing
Sierra
Interactive
stands
out
as
one
of
the
best
real
estate
CRMs
for
its
behavior-based
marketing
and
lead-nurturing
automations.
The
platform’s
automated
marketing
campaigns
combine
text
messages,
ringless
voicemail
drops
and
emails
that
trigger
automatically
based
on
each
lead’s
behavior
on
the
integrated
IDX
website.
Lead
nurturing
automations
include
Lead
Engage,
a
sophisticated
AI-powered
text
messaging
assistant
that
qualifies,
nurtures
and
engages
leads
24/7.
Trained
on
top-performing
nurturing
scripts,
Lead
Engage’s
AI
can
nurture
and
re-engage
prospects
for
up
to
12
months
—
ideal
for
teams
with
high
lead
volume
and
large
databases.
An
integrated
auto
dialer
and
advanced
lead
routing
and
reporting
tools
round
out
the
package
for
teams.
Pros
&
Cons
-
Sophisticated,
behavior-based
marketing
and
lead
nurturing
tools
automate
repetitive
tasks -
AI-powered
texting
assistant
automatically
engages
and
nurtures
leads
24/7 -
Integrated
auto-dialer
with
call
lists
and
ringless
voicemail
drops -
Intelligent
lead
routing
to
distribute
leads
effectively
among
team
members -
Advanced
reporting
tools
to
track
ROI
and
monitor
agent
performance -
Mobile
app
for
managing
leads
and
tasks
on
the
go,
with
bulk
actions
and
smart
filters
-
May
not
be
the
most
economical
option
for
solo
agents -
Fewer
direct
integrations
than
Follow
Up
Boss -
Websites
have
limited
customization
options
Standout
features
-
Fully-integrated
IDX
website -
Automated
marketing
and
lead
nurturing
campaigns -
AI-powered
text
messaging
assistant -
Ringless
voicemail
drops -
Bulk
text
messaging -
Fully
integrated
auto
dialer -
Automated
listing
alerts
and
market
updates -
Customizable
action
plans
for
automated
sequences
of
emails,
texts
and
voicemails -
Extensive
activity
tracking
and
tagging
system
for
detailed
lead
management -
PPC
ad
management
available
Pricing
-
Sierra
Interactive
starts
at
$299.95
per
month
for
one
user
Wise
Agent:
Best
for
affordable
marketing
tools

Wise
Agent
packs
in
useful
marketing
tools
that
other
CRMs
charge
a
premium
for.
Along
with
the
standard
contact
management
and
lead-nurturing
tools
you
get
with
most
CRMs,
Wise
Agent
provides
additional
tools
to
market
your
business
and
drive
leads.
Their
ad
creation
tool
allows
you
to
create
Facebook
and
Google
ads
with
a
single
click
and
send
them
to
the
included
landing
page
for
conversion.
We
also
love
Wise
Agent’s
content
library.
It
comes
filled
with
dozens
of
done-for-you
marketing
pieces
you
can
quickly
customize
and
send
right
from
Wise
Agent.
You
get
everything
from
blog
posts
to
postcards,
saving
you
time
and
effort
spent
creating
them
on
Canva.
Wise
Agent
should
be
at
the
top
of
your
list
if
you
want
to
market
your
business
from
your
CRM
without
spending
a
ton
of
money.
Pros
&
Cons
-
Done-for-you
marketing
materials -
Drip
campaigns
can
include
text
messages
(with
an
additional
fee) -
AI
chatbot
nurtures
leads
on
autopilot -
Built-in
dialer
with
call
lists -
One
landing
page
included -
One-on-one
onboarding -
14-day
free
trial
-
Text
messaging
is
an
$11
a
month
upgrade -
Marketing
materials
look
a
bit
dated -
UI
is
less
intuitive
than
Follow
Up
Boss
or
Lone
Wolf
Conversations
Standout
features
-
Facebook
and
Google
ad
creation
tool -
Landing
pages -
Content
library -
Built-in
dialer -
Built-in
AI
writing
assistant
and
AI
chatbot
for
lead
nurturing -
Transaction
management -
Lead
enhancement
Pricing
-
Free
trial:
14
days -
CRM:
$49
per
month
billed
monthly,
$41.58
per
month
billed
yearly -
Enterprise:
Call
for
pricing -
Additional
team
members:
$20
per
month
Real
Geeks:
Best
budget
all-in-one
CRM
platform
Real
Geeks
is
ideal
for
agents
and
teams
seeking
an
affordable,
sophisticated
all-in-one
CRM
and
IDX
website
to
manage
their
entire
lead
workflow.
It
comes
packed
with
automated
tools
to
generate,
nurture
and
close
leads
as
well
as
manage
your
database
more
efficiently.
It’s
also
an
excellent
value:
All
plans
include
two
logins,
allowing
you
to
split
the
cost
of
the
system
with
another
agent
for
added
savings.
Real
Geeks
offers
ample
automations
for
lead
generation
and
nurturing.
You
can
create
email,
text
and
video
drip
campaigns,
nurture
cold
leads
with
their
AI
chatbot,
send
automated
property
alerts
and
market
reports
and
even
track
your
leads’
behavior
on
your
website,
triggering
automated
follow-ups.
If
you’re
short
on
leads,
use
the
built-in
Facebook
ads
tool
and
home
valuation
landing
pages
to
generate
more.
Pros
&
Cons
-
Advanced
lead
gen,
nurturing
and
marketing
features -
Sophisticated
automations
save
time -
Activity
monitoring
tracks
leads’
behavior
on
your
website -
Drip
campaigns
can
include
text
messages
and
videos -
Shareable
with
another
agent
—
all
plans
include
logins
for
two
users -
One-on-one
onboarding
and
on-demand
training -
13,000
agent
mastermind
group
-
Relatively
steep
learning
curve -
AI
chatbot
is
a
relatively
pricey
upgrade -
All-in-one
system
—
Cannot
be
purchased
without
an
IDX
website -
Six-month
contract
required -
No
free
trial
Standout
features
-
Sophisticated
drip
campaigns -
Lead
activity
tracking -
AI
chatbot -
One-click
to
send
buyer
agent
agreements -
Text
and
email
autoresponders -
Home
valuation
tool -
Client-facing
app
Pricing
-
Free
trial:
Not
offered -
Establish:
$299
per
month
(12-month
contract),
$499
per
month
(six-month
contract) -
Grow:
$599
per
month
(12-month
contract),
$799
per
month
(six-month
contract) -
Expand:
$999
per
month
(12-month
contract),
$1,299
per
month
(six-month
contract) -
Conquer:
$1,599
per
month
(12-month
contract),
$1,899
(six-month
contract)
(Bonus)
Fello:
Best
add-on
to
supercharge
your
CRM
Fello
is
an
AI-powered
add-on
to
your
current
CRM
that
optimizes
your
contact
list
to
uncover
viable
leads
that
you
otherwise
might
have
missed.
With
a
combination
of
reliable
data
sources
and
AI
technology,
Fello
fills
in
the
gaps
of
your
contact
list
with
behavioral
and
property
data.
You’ll
know
their
present
address,
mortgage
information,
engagement
with
your
marketing
materials
and
more,
which
will
help
to
determine
the
likelihood
of
them
wanting
to
sell
their
home.
Based
on
this
information,
Fello
will
assign
a
lead
score
to
each
person
in
your
database,
allowing
you
to
prioritize
who
to
prospect
and
when.
Essentially,
you’ll
be
reengaging
your
current
contact
list
to
convert
new
clients,
especially
sellers.
Once
you
have
the
gaps
filled
in,
use
Fello’s
automated
marketing
system
to
send
emails
and
direct
mail
to
your
future
clients.
Also,
Fello
includes
proven
templates
for
every
lead
type
so
you
can
get
started
right
away.
Pros
&
Cons
-
Finds
likely
sellers
in
your
database -
Monitors
your
leads
24/7 -
Turn
cold
leads
into
new
opportunities -
Real-time
notifications -
Automated
email
and
direct
mail
marketing
-
Larger
databases
cost
more
money -
Some
CRMs
already
have
marketing
automation -
Focused
on
generating
leads
from
current
database,
not
brand
new
leads
Standout
features
-
Integration
with
your
current
CRM -
AI-powered
lead
scoring -
Marketing
templates
and
automations -
AI
insights
to
optimize
your
database -
Coaching
options
include
objections
and
scripts -
Lead
enhancement
Pricing
-
Starter:
$165
per
month,
paid
yearly,
for
500
contacts -
Growth:
$415
per
month,
paid
yearly,
for
3,000
contacts -
Scale:
$665
per
month,
paid
yearly,
for
10,000
contacts -
Enterprise:
Custom
How
to
choose
the
right
real
estate
CRM
There
is
no
one-size-fits-all
CRM
for
every
agent.
To
help
you
find
that
diamond
in
the
rough
software
that
can
solve
your
most
pressing
problems,
here
are
the
six
most
important
factors
to
consider
when
choosing
a
CRM:
1.
Features
that
solve
pain
points
for
your
business
Your
CRM
should
have
sufficient
features
to
help
your
business
run
smoothly.
To
determine
which
features
you
need,
list
your
pain
points
that
cost
you
time,
money
or
both,
and
use
them
to
guide
your
purchasing
decision.
Here
are
key
features
to
consider
when
choosing
a
new
CRM:
-
Contact
management:
Your
CRM
should
make
organizing
contacts
and
leads
simple,
so
you
know
when
to
follow
up
next.
Pretty
much
every
CRM
offers
this
basic
feature.
Extras
like
lead
enhancement
and
property
tracking
help
you
stay
organized
and
efficient. -
Lead
nurturing:
A
capable
CRM
helps
you
nurture
leads
efficiently.
Look
for
bulk
emailing
and
texting,
automated
reminders
for
follow-ups
and
drip
campaigns
that
you
can
customize
to
fit
different
groups
of
leads.
A
dialer
that
allows
you
to
call
leads
directly
from
your
CRM
is
another
helpful
lead-nurturing
feature
to
look
for. -
Texting
and
calling
features:
The
ability
to
text
and
call
your
leads
from
your
CRM
makes
it
easier
to
keep
track
of
your
lead
outreach
and
follow-up.
While
many
CRMs
offer
basic
texting
and
calling
features,
advanced
platforms
like
Rechat.
allow
you
to
schedule
and
send
bulk
texts
and
include
integrated
dialers
that
can
log
and
record
calls
and
even
create
call
transcripts
with
AI. -
Automation:
Automations
in
your
CRM
handle
time-consuming
everyday
tasks,
so
you
don’t
have
to.
While
advanced
automation
features
might
cost
extra,
the
boost
in
efficiency
usually
makes
them
worth
the
investment.
Basic
CRMs,
such
as
Lone
Wolf
Relationships,
let
you
send
automated
emails
and
schedule
task
reminders.
Advanced
platforms,
such
as
Real
Geeks
and
CINC,
utilize
AI
to
automate
follow-ups
based
on
how
leads
engage
with
your
website
or
respond
to
your
emails
and
texts. -
Lead
generation:
Many
CRMs
include
tools
that
enable
lead
generation
within
their
platforms.
If
you
prefer
to
generate
and
nurture
leads
from
your
CRM,
consider
solutions
like
Top
Producer,
Real
Geeks
or
CINC,
which
offer
both
DIY
and
done-for-you
lead
generation
options. -
Marketing:
Your
CRM
should
enable
you
to
quickly
create
both
digital
and
print
marketing
materials
without
requiring
separate
software.
Real
Geeks
offers
an
AI-powered
blog
post
creator,
and
Wise
Agent
provides
a
library
of
marketing
materials
you
can
create
and
send
from
the
platform. -
Direct
MLS
or
IDX
Integration:
Integration
with
your
Multiple
Listing
Service
(MLS)
makes
it
easy
to
match
properties
to
your
leads,
track
which
homes
your
clients
have
viewed
and
send
property
updates
directly
from
your
CRM.
IDX
integration
is
beneficial
because
it
allows
you
to
see
which
properties
your
leads
engage
with
most
on
your
website,
triggering
automated
follow-ups. -
Deal
tracking
and
transaction
management:
At
a
minimum,
your
CRM
should
offer
basic
deal
tracking,
allowing
you
to
monitor
deals
as
they
progress.
While
it’s
nice
if
your
CRM
includes
transaction
management,
most
agents
prefer
dedicated
platforms
like
Dotloop
or
Skyslope
for
this,
making
comprehensive
transaction
management
a
bonus
rather
than
a
necessity.
2.
Ease
of
use
Like
any
good
software,
your
CRM
should
be
easy
to
use.
At
a
minimum,
it
should
have
an
intuitive
user
interface
(UI).
The
CRM’s
most
frequently
used
tools
should
be
prominently
displayed
on
the
dashboard.
Lesser-used
tools
should
be
accessible
in
two
clicks
at
most.
An
intuitive
and
attractive
UI
might
not
make
or
break
your
business,
but
the
ROI
is
clear:
If
you
like
using
your
CRM,
you’ll
spend
more
time
using
it.
3.
Scalability
Look
for
a
CRM
that
offers
à
la
carte
upgrades
that
you
can
add
when
you’re
ready.
CRMs
such
as
Top
Producer,
Real
Geeks
and
CINC
offer
ample
upgrades
you
can
add
as
your
business
grows.
4.
Onboarding,
training
&
customer
support
Today’s
CRMs
offer
sophisticated
customization
options,
but
they
also
come
with
a
steep
learning
curve.
To
ensure
you’re
up
and
running
quickly,
choose
a
CRM
that
offers
high-quality
onboarding,
training
and
customer
support.
Follow
Up
Boss
provides
live
and
on-demand
training
webinars
to
help
you
maximize
the
platform’s
potential.
5.
Integrations
Integrations
with
popular
real
estate
software
are
another
crucial
factor
to
consider.
For
example,
if
you’re
using
Zillow
or
Ylopo
for
lead
generation,
your
CRM
should
offer
a
direct
integration
with
these
platforms,
allowing
those
leads
to
flow
seamlessly
into
your
CRM.
Replacing
all
the
different
software
you
use
with
a
single,
all-in-one
platform
might
sound
appealing,
but
it
can
also
create
more
problems
than
it
solves.
For
example,
many
CRMs
include
IDX
websites.
What
happens
when
you
want
a
new
website
but
still
want
to
use
your
CRM?
This
is
why
we
recommend
finding
a
CRM
that
works
with
your
existing
tools.
You
can
always
add
more
as
your
business
grows.
6.
Stability
This
might
sound
obvious,
but
your
CRM
should
work
when
you
need
it
to.
Slow,
buggy
dashboards
mean
wasted
time,
slower
speed
to
lead
and
maybe
even
lost
deals.
No
software
is
100%
bug-free,
but
at
a
minimum,
the
company
that
makes
your
CRM
should
have
a
dedicated
and
competent
team
keeping
it
running
24/7.
Generally
speaking,
the
larger
the
software
company,
the
fewer
bugs
and
downtime
their
products
have.
Of
course,
no
software
works
100%
of
the
time.
Outages
and
hiccups
are
inevitable.
The
goal
is
to
reduce
them
to
near
zero.
7.
A
large
user
base
Your
CRM
should
have
a
sufficient
number
of
customers
to
facilitate
troubleshooting
and
identify
new
ways
to
utilize
it.
CRMs
such
as
Real
Geeks
and
Follow
Up
Boss
have
mastermind
groups
with
thousands
of
users.
The
more
users
your
CRM
has,
the
faster
you’ll
get
answers
to
your
questions
and
discover
new
ways
to
use
it
to
close
more
deals.
Our
methodology:
How
we
chose
the
best
real
estate
CRMs
for
2025
HousingWire
is
the
destination
for
industry
professionals
to
stay
informed
and
ahead
of
what’s
happening
in
the
constantly
evolving
U.S.
housing
market.
To
determine
which
CRMs
are
best
for
real
estate
agents,
our
team
of
experienced
agents,
brokers
and
coaches
evaluated
dozens
of
platforms,
weighing
the
pros
and
cons
of
each.
We
considered
both
quantitative
and
qualitative
data,
such
as
price,
special
features,
ease
of
use,
return
on
investment,
client
support
and
customer
reviews.
We
crawled
the
web
so
you
don’t
have
to,
analyzing
a
broad
sampling
of
reviews
across
social
media,
the
Better
Business
Bureau
(BBB)
and
online
discussion
forums.
Our
goal
is
to
arm
you
with
the
best
CRM
software
for
your
business,
regardless
of
your
business
goals
or
budget.
Real
estate
CRM:
FAQs
Do
I
really
need
a
real
estate
CRM?
Why
can’t
I
just
use
Excel?
Unless
you
have
a
photographic
memory,
an
IQ
of
175
and
work
8
days
a
week,
a
CRM
will
help
you
close
more
deals
and
make
more
money.
Period.
Even
a
bare-bones
CRM
will
help
you
segment
your
leads
and
schedule
follow-ups
and
tasks
to
reach
them
when
they
need
you.
CRMs
increase
speed
to
lead,
and
more
importantly,
speed
to
service.
When
that
hot
new
pocket
listing
lands
on
your
desk,
a
CRM
will
tell
you
who
might
want
to
see
it,
even
if
you
haven’t
talked
to
them
in
years.
Can
I
use
a
generic
sales
CRM
instead
of
a
CRM
designed
for
real
estate?
While
we
generally
don’t
recommend
saving
a
few
dollars
a
month
by
using
a
CRM
not
designed
for
real
estate
agents,
our
answer
to
this
question
remains
the
same
as
it
was
10
years
ago:
even
a
subpar
CRM
is
better
than
no
CRM.
Generic
sales
CRMs,
such
as
HubSpot
or
Pipedrive,
may
be
inexpensive
or
even
free,
but
as
the
old
saying
goes,
you
get
what
you
pay
for.
While
these
CRMs
might
work
in
a
pinch
to
keep
you
organized,
you’ll
need
to
upgrade
to
paid
versions
to
get
the
basic
features
you’ll
need
for
real
estate.
For
example,
the
$14
per
month,
entry-level
plan
for
Pipedrive
doesn’t
even
include
basic
email
drip
campaigns.
For
that,
you’ll
need
to
shell
out
an
eye-watering
$39
a
month
—
that’s
the
same
price
as
Lone
Wolf
Relationships,
a
full-featured
real
estate
CRM
that
includes
pre-built
email
and
text
drip
campaigns.
Should
I
use
the
CRM
my
brokerage
provides?
The
short
answer?
Maybe.
If
you’re
on
a
team
and
they’re
offering
access
to
a
high-end,
third-party
CRM
platform
like
CINC,
then
it
would
be
foolish
to
pass
up
the
opportunity.
Teams
and
brokerages
often
get
significant
discounts
on
software,
so
you’ll
have
access
to
expensive
tools
for
free.
But
if
you’re
working
at
a
brokerage
that
uses
an
in-house
CRM
platform
like
KW
Command,
you
might
want
to
consider
getting
your
own
CRM.
Here’s
why:
if/when
you
switch
brokerages,
bringing
your
lead
data
to
your
new
brokerage
might
be
challenging.
If
you
leave
on
bad
terms,
you
might
not
get
it
at
all.
Purchasing
your
own
real
estate
CRM,
even
a
cheap
one,
allows
you
to
own
your
leads
and
data.
Are
AI
features
important
for
a
CRM
in
2026?
Our
take?
AI
certainly
has
the
potential
to
revolutionize
the
CRM
space,
but
as
of
this
update,
we’re
still
not
convinced.
Unless
we’re
talking
predictive
analytics,
AI
features
like
Chatbots
and
writing
assistants
are
helpful
but
not
game
changers
for
CRMs—yet.
That
said,
older
real
estate
CRM
software
companies
have
an
unfair
advantage.
They
can
use
millions
of
(or
even
tens
of
millions)
of
historical
data
points
from
buyers
and
sellers
interacting
with
their
CRM
as
training
data
for
their
AI.








