2018 Best Real Estate CRM & Contact Management Software


As a real estate firm, you need more than a database to store the leads and contacts you gain from your marketing efforts. You need cutting-edge contact management software, which is intuitive, quick, and easily navigable and allows for real-time tracking. Not only this, the solution should be widely accessible anywhere anytime and make file sharing and storing a breeze while automating workflow and managing clients, open houses, and closings, among other property buying and selling process activities.

1. SalesForce

The leading on-demand CRM solution is designed with lead management & sales management, client tracking, and email marketing capabilities, helping property managers seamlessly manage customer accounts, conduct marketing campaigns and efficiently monitor them and track sales leads, and provide post-sale service. Its integration with social media platforms allows agents to automate sending updates about new listings, ensuring seamless social networking and collaboration. The intuitive application provides tools and resources for custom app development. Salesforce for Outlook allows synchronization of calendars, contacts, tasks, and emails, helping eliminate double entry. With this cutting-edge product, users can manage multiple contacts, manage tasks, track sales and performance, harvest leads, and receive performance reporting updates in real time.

Cons:  Integration with third-party applications is a challenge, as the product may experience problems while integrating with existing solutions.

2. Lasso

Designed specially as a real estate CRM solution, Lasso offers flexible functionality. With this intuitive contact management software, users get access to email marketing, mailing list management, and customer service capabilities. The innovative solution comes complete with reliable marketing and sales automation capabilities and is designed with multiple analytical and productivity features, such as sales reports, forecasting, and dashboard.  Easy to use, the real estate CRM offers sales automation applications, including contract management, lead tracking, contact scheduler and history, and lead management. It is easy to import and export data in different formats from the application, which also features customizable user interface and data fields for better functionality.

Cons:  The application falls short in collaboration capabilities, as it offers only one feature of workflow management.

3. BPMonline

The real estate CRM application comes loaded with features and tools to help property managers, builders, and real estate developers offer better customer service and make business more successful. The salesforce automation system offers a complete 360 degree view over customer activity, right from lead generation to sales, repeat sales, and invoicing. BPMonline is designed to help real estate businesses manage the entire sales cycle. Easy to use, the CRM software comes complete with opportunity management, lead management, order & invoice management, and quote management capabilities. The realtor software provides a single repository for real estate agents to collect client data, documents, contacts, and leads. Easy to integrate with third-party applications, BPMonline enables users to customize business processes and automate workflows, ensuring agents stay organized with a clear view of task lists and timely alerts.

Cons:  With BPMonline on-demand functionality, users get access to only 1 GB free storage.

4. Odoo

A cloud-based customer relationship management solution, Odoo features a suite of applications that offer a clear and wide overview of opportunity pipeline. The intuitive application comes with a customizable dashboard to help users monitor contacts and activities. Easy to integrate with third party solutions being used by your business, the application features sales automation, lead management, business reporting, customer management, and marketing campaign management capabilities. It integrates seamlessly with social media networks, allowing you to generate leads from social networking platforms and gain customer insights. Some of the lead management capabilities of the real estate CRM include lead importing, lead scoring, live chat, de-duplication, and online acquisition.

Cons:  The feature-rich application is a little complex to use for beginners, with so many features. However, the intuitive dashboard makes tasks little easier and things get better with practice.

5. ProsperWorks CRM

The web-based CRM application offers a complete and clear view of customer activities. ProsperWorks is a feature-rich suite of opportunity management, customer management, email integration, and lead tracking capabilities. Automated functionality ensures automatic storing of each customer data. With an intuitive dashboard, the real estate CRM sends automated reminders for important schedules and logs past and future calendar events, ensuring you don’t miss out on crucial meetings. One unique feature that sets this application apart from the competition is its ability to make suggestions about possible contacts, based on its ability to track previous correspondence. The opportunity management feature helps users view, manage, and visualize sales pipelines.

Cons: The product is constantly undergoing upgrades, which makes transition little difficult.

If you are still not sure which contact management software to grab for your business, contact ITQlick experts. As a trusted resource, we will help you choose the best real estate CRM.