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10 Best CRMs for Real Estate Investors

A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. The best real estate CRM will be specific to the industry with features, such as email and text messaging, lead follow-up tools and click-to-call capabilities.

Many CRM platforms can be customized to fit the needs of real estate agents, even if they aren’t made specifically for the industry. However, there are some CRMs that are more effective for real estate agents. Forbes Advisor has put together a list of our favorite CRM software for real estate agents today, all of which are built for their specific needs

What is the Best CRMs for Real Estate Investors ?

1.Wise Agent

Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.

Wise Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login. Wise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis.


REsimpli is a simple software that requires NO customization. It empowers you with real-time data to help you make better decisions which means higher net profit.

REsimpli has a built-in bookkeeping system just for RE Wholesalers. It provides real-time data about your business. Better data means better decisions which means more money in your pocket. Oh, and you DON’T need any spreadsheets.

REsimpli is NOT just a CRM but it’s much more. Your entire team from Acquisition Manager, Project Manager, Officer Manager, Bookkeeper can all be using the same system to make your business more efficient.

REsimpli has a simple to use automated task management system built-in that reminds your team members of any pending task as you move lead or property from one status to another. Team members receive a daily email with their tasks due for the day to keep them focused on what’s most important.

3.Lion Desk

LionDesk is an excellent CRM solution for agents and teams looking for a single platform to manage their real estate business. What we particularly like are the third-party integrations, enabling you to manage leads, sales, marketing, and transactions from other sources without logging in to another software. Another plus for us is the power dialer, which allows you to contact up to three lines simultaneously. The automated drip campaigns are also noteworthy, as you can incorporate a mix of video messages, emails, and phone calls.

Though you can try LionDesk for 14 days, it doesn’t offer a free real estate CRM for budget-conscious agents who are just starting their careers, unlike Freshsales. LionDesk’s lead generation is also limited to Facebook, which doesn’t offer flexibility to agents using other social media and online platforms.


Realvolve is a cloud-based customer relationship management(CRM) tool that helps real estate agents and teams automate workflows and handle communications. It is primarily designed to assist firms with managing information such as clients, property listings, escrow correspondence, documents, events and tasks. Realvolve’s property module lets realtors handle transactions and maintain records of services rendered to clients. Users can send emails, SMS and social media messages directly from the application.

Its calendar helps in managing deadlines and captures important dates. Further, the platform maintains albums of photos and documents and helps users search information by name, address, tag, words and phrases. Realvolve integrates with Google+, Twitter, Evernote, Email, SMS and Zapier. Its mobile application is available on iOS and Android Stores. It is available on a monthly and annual subscription basis and support is provided via an online help desk.

5.Follow Up Boss

Follow Up Boss is a Real Estate CRM software that optimizes the workflow in a user’s organization. It enables users to instantly allocate leads to agents and follow up leads from more than 200 different sources in the US and Canada. Users can respond quickly and close more deals. Users receive leads automatically from Trulia, Real Estate Webmasters, Curaytor, Zillow and more.

The iPhone app provides you access to all contacts and allows you to reallocate agents anytime and start activity plans, email templates, leave notes and more. It helps bring in sales by concentrating on the important things. It completely removes the need of data entry when connecting to prospects via calls and texts. The agent and lead reports help analyze the number of leads provided by each source, their progress, conversion rate and more. It also includes a calendar to see appointments and schedule future appointments accordingly.

6.Top Producer

Top Producer is an all-in-one business management platform designed specifically for real estate agents and teams. Grow your database and convert more leads with cutting-edge lead generation and marketing automation.

Smart follow-up technology helps to generate more repeat and referral business with MLS-powered market reports and the intuitive Follow-up Coach working to keep you top-of-mind through recommended touch points. Cutting-edge features include: Social Connect, an affordable and proven online advertising solution that showcases agents’ listings with expertly-crafted ads on Facebook and Instagram.

Automatic nurture educates leads on your behalf, so you don’t step in until they’re engaged. Smart Targeting, an AI-powered real estate farming solution that identifies, advertises to and follows up with the top percent of homeowners most likely to sell in your target farm area.


Real Geeks is a true end-to-end lead generation solution for real estate professionals. Their suite of offerings includes high-converting, internet data exchange (IDX) websites, a CRM that tracks lead activity, time-saving marketing tools, and lead generation strategies that will fill the top of your funnel.

Real Geeks works especially well for real estate professionals because it’s so thoroughly and thoughtfully integrated. One solution feeds the next until they form a self-contained circular system of marketing, lead generation, lead nurturing, and lead conversion.

What does Real Geeks provide? Here are the five features that have the biggest impact on your bottom line as a Realtor:

  1. Websites featuring IDX integration and linked with your CRM. 
  2. A CRM that automatically tracks the activity of new prospects on your website.
  3. Property valuation lead magnets. 
  4. Pay-per-click (PPC) ad service (Real Leads). 
  5. Facebook marketing solutions that include a DIY platform for placing your own ads and a concierge service that manages the entire process for you.

8.Realty Juggler

RealtyJuggler is a cloud-based real estate organizing solution. Primary features include call scheduling, lead and contact import, reminders, task plans, commission and expense calculation, rental management and Email/ SMS notifications. It allows users to track prospects and build a daily call list. Users can import leads from the “contact us” portal from websites, Internet data exchange (IDK) portals and from other organizers such as Top Producer, ACT!, Agent Office (Online Agent). Users can share their databases with assistants, partners and staff.

It allows users to create task lists and users send out bulk emails and time-release notices. They can design real estate flyers with RealtyJuggler’s predefined templates. The rental management module provides a platform where users can see rent, expenses, admin fees and work orders.

9.Less Annoying CRM

Less Annoying CRM is a customer relationship management solution built for small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information, projects, files and other information.

Less Annoying CRM allows businesses to customize and consolidate their customer information in a single place, accessible to the entire team. The dashboard allows users to view any notes, files, tasks, events and pipeline information related to a contact. Modules include lead tracking, note taking, calendars and task management.


Propertybase is the leading global real estate platform. Our clientele includes brokers and agents across the residential, commercial and developer segments in more than 60 countries.

The Propertybase platform simplifies the business of real estate by creating repeatable, streamlined and efficient processes to manage the entire real estate sales cycle. Core product features include: luxury IDX websites, robust lead management, email marketing automation, MLS and portal integrations, lead generation, back office, transaction management, and more.

key benefits of using propetybase salesforce edition

Build beautiful brokerage and agent MLS/IDX websites that gain attention and capture leads.

Route leads, nurture client, and utilize automation in a smart real estate CRM.

Utilize a robust marketing center for drip campaigns, automated mass emails, customizable templates, and print marketing.

Back Office solution with compliance-driven transaction management and eSignature.


Deciding on which real estate CRM to move forward with when growing your business is an important decision as it can have a profound effect (positive or negative!) on your success. Most realtors and brokerages invest time to do the research up front; that way, they can avoid the painful switching costs and headaches of migrating to a different CRM later.

With so many options out there for you to choose from, how do you pick? A great benefit of dealing with software companies is that they typically provide a free trial on the website. Our recommendation? Select the top two or three tools you’d like to use and book a demo. During the demo, a salesperson will give you a more detailed view of the software’s offerings and typically help you get your information uploaded and ready to use. Take this opportunity to input some leads (either real or test leads) and play around with the interface, customization options, etc.

Sometimes you just don’t know what you don’t know, and trialing a few tools can help alleviate any user experience concerns down the road.