Guide CRM for Real Estate Companies

REsimpli

Overview of Features

Providing a complete all-in-one solution, REsimpli is a top CRM tool meant especially for real estate investors.

REsimpli simplifies data administration, marketing, sales, and operations with little customizing needed using features such Drip Campaigns, Skip Tracing, Driving for Dollars, Direct Mail, and Speed to Lead.

It offers further help via free seminars and podcasts and features basic capabilities like buyer management and list stacking. Monthly subscription packages run at $99.

Key Benefits for Real Estate Investors

Designed for Investors: Enhanced with specific features to meet real estate investing requirements

All-in-One: Combining multiple tools into a single, intuitive platform is the all-in-one solution.

Affordable: Cost-effective, competitive pricing with a strong capability for effective operations.

Support and Insights: Through frequent free courses and podcasts, access to insightful industry knowledge, and assistance.

Examples of Successful Implementations

Investwise Properties: Leveraged Drip Campaign and Speed to Lead tools from InvestWise Property to greatly increase response times and lead handling.

Metro Rail Real Estate: Metro Real Estate utilized Direct Mail and Driving for Dollars tools to streamline their marketing campaigns and enhance potential customer interaction.

Top 10 Real Estate CRM Platforms

Real estate firms rely on industry-specific CRM software to efficiently manage leads, clients, and deals.

This report profiles the top 10 CRM for real estate firms—outlining each platform’s key strengths, ideal company size, and integration/automation capabilities—to help North American brokerages identify the best fit for their needs.

Top 10 CRM Solutions for Real Estate Firms

1. Follow Up Boss
   • Key Strengths: Built-in calling, texting, and email with fast lead routing.
   • Ideal For: Small to midsize teams needing strong lead management.
   • Integrations & Automation: Integrates with 250+ apps (MLS, email, lead sources) and automates lead assignment plus multi-channel drip follow-ups.
2. LionDesk (Lone Wolf)
   • Key Strengths: Multi-channel communication (bulk texting, video email) plus an AI chatbot for quick lead response.
   • Ideal For: Solo agents and small firms seeking an affordable CRM with strong communication tools.
   • Integrations & Automation: Syncs via Zapier to capture portal leads and connect with email/calendar. Supports automated drip texts and emails, as well as AI-driven follow-ups.
3. Top Producer
   • Key Strengths: All-in-one contact manager with transaction tracking and direct MLS property alerts.
   • Ideal for: Individual agents or small teams seeking a real estate-specific CRM.
   • Integrations & Automation: Links with MLS boards to send automated listing updates to clients and connects to major lead sources and email providers. Offers drip campaign libraries and action plans to automate follow-ups and reminders.
4. Real Geeks
   • Key Strengths: Affordable platform combining a CRM with an IDX website and lead generation tools.
   • Ideal For: Small and midsize agencies wanting an integrated website and CRM without high costs.
   • Integrations & Automation: Tracks leads on its website and triggers automated responses (property alerts, chatbot messages). Supports multi-channel drip marketing (email, SMS, and video) and integrates with Zapier for additional functionality.
5. CINC (Commissions Inc)
   • Key Strengths: Premium platform with integrated IDX sites and done-for-you ads alongside a powerful CRM.
   • Ideal For: Large teams or brokerages willing to invest in an all-in-one solution, including lead generation.
   • Integrations & Automation: A self-contained ecosystem with its own website and marketing tools (minimal external apps needed). The Autotracks feature sends targeted emails, texts, and task reminders based on each lead’s behavior.
6. Wise Agent
   • Key Strengths: Feature-rich yet budget-friendly, with a content library and social media marketing tools included.
   • Ideal For: Agents or small teams wanting a broad feature set (contacts, marketing, transaction tracking) in one affordable package.
   • Integrations & Automation: Connects with MLS data, Google Workspace (email/calendar), and transaction management platforms. Automates outreach via drip campaigns, lead assignment rules, and task checklists to keep deals on track.
7. Lofty (formerly Chime)
   • Key Strengths: Modern AI-driven CRM with an intelligent assistant chatbot and a top-notch mobile app.
   • Ideal For: Tech-savvy teams or mid-size firms that want cutting-edge AI features in a user-friendly platform.
   • Integrations & Automation: Offers direct integration with popular real estate software and MLS feeds. Automates lead follow-up with behavior-triggered outreach, smart lead routing, and multi-channel drip sequences.
8. kvCORE (BoldTrail)
   • Key Strengths: Enterprise-level platform delivering an end-to-end suite (IDX websites, CRM, marketing, analytics) in one system.
   • Ideal for: Large brokerages or multi-team firms that need a scalable solution with extensive built-in features.
   • Integrations & Automation: Provides native MLS integration and a marketplace for third-party apps. Enables powerful automation, including behavior-triggered alerts and fully customizable drip campaigns.
9. Propertybase
   • Key Strengths: Salesforce-based CRM tailored for real estate, combining Salesforce’s power with industry-specific tools for listings and deals.
   • Ideal For: Midsize to large brokerages that require a highly customizable, scalable system (especially those already using Salesforce).
   • Integrations & Automation: Connects to the Salesforce AppExchange ecosystem (including MLS data feeds and third-party apps). Supports advanced workflow automation via Salesforce—triggering emails, tasks, and marketing campaigns.
10. Realvolve
    • Key Strengths: Workflow-centric CRM that lets you build detailed multi-step processes for client follow-up and transactions.
    • Ideal For: Small teams or independent agents looking to automate every step with custom workflows.
    • Integrations & Automation: Syncs with everyday tools (Google email, calendar, etc.) and excels in automation with a library of templates. Users can set triggers to automatically send emails/texts or create task reminders based on deal stages (with checklist prompts so nothing is missed).

Recommendations

• Prioritize Integration: Select a CRM that natively integrates with the tools you use most (MLS, email, calendar, and lead sources) to prevent data silos and unnecessary work.
• Balance Features and Usability: Look for an intuitive interface and flexible automation that fits your workflow, and avoid systems that overwhelm users with needless complexity.
• Consider Support & Scalability: Ensure the vendor provides solid training and support. If you plan to grow, pick a CRM that can add users and features as needed.

Checklist: 5 Actions to Take

1. Define Your Needs: Outline your must-have features (e.g., MLS integration, drip campaigns) and establish a clear budget.
2. Research & Shortlist: Compare a few CRM platforms that meet your criteria, and read independent reviews to see how they perform for real estate users.
3. Test Drive: Use free trials or demos, and have your team test key tasks (adding a lead, sending a drip) in each system to evaluate ease of use.
4. Evaluate Integration: During the trial, connect the CRM to your email, calendar, MLS, and lead sources. Make sure new leads import correctly and that tasks/appointments sync properly.
5. Plan Implementation: After choosing a CRM, plan the rollout. Migrate contacts, configure workflows, and train your agents so everyone gets up to speed.

FAQ

• Q: Why use a real estate-specific CRM instead of a generic one?
  A: Generic business CRMs often lack industry-specific tools. A dedicated real estate CRM includes MLS connectivity, property alerts, and transaction tracking that align with an agent’s workflow.
• Q: What key integrations should I look for in a real estate CRM?
  A: Ensure it connects with your MLS for listing updates, with your email and calendar for communication, and with your lead sources for automatic lead capture. Integration with your transaction management system is also beneficial.
• Q: How do CRM automation features help a real estate agency?
  A: Automation takes care of repetitive work. A CRM can assign new leads to agents, send drip emails or texts on a schedule to nurture prospects, and set follow-up reminders—ensuring no opportunity is missed.
• Q: What type of CRM is best for a smaller agency versus a large brokerage?
  A: A small agency might favor a simple, cost-effective CRM, whereas a large brokerage may need a more robust system that supports many users, integrations, and analytics. Choose a CRM that fits your current needs but can scale as your business grows.
• Q: How can I ensure my agents actually use the new CRM?
  A: Involve your agents in the selection so they feel ownership. Provide good training and highlight how the CRM saves time by automatically importing leads and sending reminders. Start with core features to avoid overwhelm.