In the world of real estate, staying organised and keeping track of countless leads, properties, and deals is key to success. Real estate professionals know that time is precious, and managing multiple clients, listings, and sales opportunities without a system can quickly become overwhelming. This is where a good CRM (Customer Relationship Management) system comes in.
A CRM helps real estate agents manage their contacts, streamline workflows, and nurture client relationships, ultimately driving sales success. With the right CRM tool, real estate professionals can efficiently handle client communication, monitor deals, automate repetitive tasks, and keep no lead slips through the cracks. Whether you’re an independent agent or part of a larger team, choosing the right CRM can be the difference between losing a deal and closing it.
In this guide, we’ll explore the best CRMs for real estate sales, providing a list of top tools that are designed to meet the unique needs of the industry.
What Are the Best CRMs for Real Estate Sales?
The best CRM for real estate sales is one that offers more than just basic contact management; it should provide tools that help you streamline communication, track listings, manage leads, and improve follow-ups, all while offering a user-friendly interface. Given the fast-paced nature of real estate transactions, a CRM can make all the difference by ensuring that you’re always ahead of the game.
Real estate CRMs come with various features like property management, transaction tracking, automated workflows, and integration with multiple tools, including social media platforms, email marketing, and calendars. The right CRM will help you stay organised, automate repetitive tasks, and ultimately close more deals.
20 Best CRMs for Real Estate Sales in 2026
| CRM Tool | Best For | Key Features | Pricing | Rating |
| Salesforce for Real Estate | Large teams, customisation needs | Lead tracking, property management, custom reports | Custom pricing | 4.7/5 |
| HubSpot CRM | Small to medium businesses, ease of use | Lead management, email tracking, free core CRM plan | Free (basic), £38/user/month (paid) | 4.8/5 |
| Zoho CRM | SMBs looking for affordability & features | Multi-channel communication, workflow automation | Free for 3 users, £10/user/month (paid) | 4.6/5 |
| Pipedrive | Visual sales tracking, simplicity | Visual progress, task management, email integration | £12/user/month | 4.5/5 |
| Real Geeks | Real estate agents, marketing automation | Lead generation, IDX website integration, automated follow-ups | £150/month (starts) | 4.5/5 |
| Contactually | Relationship-focused agents | Automated reminders, relationship tracking, email templates | £50/user/month | 4.4/5 |
| Freshsales | AI-driven insights, sales tracking | AI insights, lead scoring, email tracking | £12/user/month | 4.7/5 |
| Insightly | Small teams needing CRM & project management | Contact management, task management, project tracking | Free for 2 users, £8/user/month (paid) | 4.3/5 |
| Bitrix24 | Teams needing CRM & collaboration tools | Lead management, project management, team communication | Free for 12 users, £15/user/month (paid) | 4.4/5 |
| Copper CRM | Teams using Google Workspace | Seamless Gmail integration, sales tracking, task management | £19/user/month | 4.6/5 |
| Agile CRM | Small businesses on a budget | Lead management, email marketing, sales tracking | Free for 10 users, £7.99/user/month (paid) | 4.2/5 |
| BambooHR | Real estate sales teams (team management) | Client management, team productivity tracking, reporting | Custom pricing | 4.5/5 |
| Monday.com | Real estate businesses with project management needs | Sales and project tracking, team collaboration | £8/user/month | 4.4/5 |
| Nimble | Social media-focused agents | Social media integration, lead management, email tracking | £14.99/user/month | 4.3/5 |
| Zendesk Sell | Small to medium-sized teams, sales tracking | Lead tracking, deal management, customisable progress | £19/user/month | 4.6/5 |
| Vtiger CRM | All-in-one CRM for SMBs | Sales tracking, email marketing, task management | Free for 3 users, £9/user/month (paid) | 4.5/5 |
| ProgressDeals | Simple deal tracking for small teams | Deal and lead tracking, reporting, task management | £25/user/month | 4.4/5 |
| Streak CRM | Gmail-based users, small teams | Gmail integration, lead tracking, progress management | Free for basic, £15/user/month (paid) | 4.2/5 |
| Flowlu CRM | All-in-one solution for small businesses | CRM, project management, invoicing, team collaboration | £24/user/month | 4.3/5 |
| Apptivo CRM | Customisable CRM for SMBs | Lead management, email marketing, sales automation | Free for 1 user, £8/user/month (paid) | 4.1/5 |
Here is the list of the 20 Best CRMs for Real Estate Sales:
- Salesforce for Real Estate
- HubSpot CRM
- Zoho CRM
- Pipedrive
- Real Geeks
- Contactually
- Freshsales
- Insightly
- Bitrix24
- Copper CRM
- Agile CRM
- BambooHR
- Monday.com
- Nimble
- Zendesk Sell
- Vtiger CRM
- ProgressDeals
- Streak CRM
- Flowlu CRM
- Apptivo CRM
1. Salesforce for Real Estate
Salesforce is one of the most robust CRM platforms available and is widely used in real estate due to its high level of customisation and scalability. Salesforce offers an all-in-one solution for real estate professionals, combining lead and opportunity management, property tracking, reporting, and more. Its mobile app allows agents to stay connected with clients, track deals, and update property information on the go.
Key Features
- Lead and Opportunity Management: Track and manage leads and sales opportunities throughout the entire process.
- Customisable Dashboards: Create custom dashboards that provide a snapshot of your sales progress, key metrics, and real-time data.
- Property Management: Manage listings, view property details, and track client interest, ensuring no opportunity is overlooked.
- AI-Powered Insights: Salesforce’s Einstein AI offers predictive insights, helping you prioritise leads and make informed decisions.
- Mobile Access: Salesforce’s mobile app allows you to manage deals, update client data, and stay connected wherever you are.
Pros & Cons
| Pros | Cons |
| Highly customisable to business needs | Expensive for small teams |
| Powerful AI-driven insights | Requires time to learn the platform |
| Excellent reporting and analytics | May require advanced setup |
| Extensive integrations | High cost for full feature set |
Pricing
Salesforce pricing starts at £25 per user per month for the Essentials plan, but costs can increase depending on the features required, such as AI-driven insights and advanced analytics.
Best For
Salesforce is ideal for large real estate agencies and teams that require a highly customisable CRM with robust lead management, property tracking, and advanced analytics. It’s particularly useful for organisations with complex sales processes that need scalability and deep integration with other business tools.
Unique Tip/Hack
Take advantage of Salesforce Einstein AI to automate lead prioritisation based on client behaviour, allowing you to focus your time and effort on high-value opportunities.
Verdict
Salesforce is a top-tier CRM for real estate businesses that need extensive features, customisation, and scalability. While it may be more expensive and have a steeper learning curve, its powerful capabilities make it a standout choice for larger real estate agencies or teams aiming to streamline their sales process and improve client relationships.
2. HubSpot CRM
HubSpot CRM is a widely used tool in the real estate sector due to its ease of use and extensive features offered at no cost for the basic plan. It’s a great choice for real estate professionals looking to efficiently manage their contacts, track communications, and monitor their sales activities. HubSpot’s mobile app keeps that agents can stay on top of deals and lead interactions while out in the field.
Key Features
- Contact & Lead Management: Organise your leads and contacts with custom properties to track information specific to real estate.
- Email Tracking: Monitor when a client opens your emails, making it easier to plan follow-ups.
- Task Reminders: Stay on top of your tasks with automated reminders for meetings, calls, and follow-ups.
- Integration with Other Tools: HubSpot integrates seamlessly with email, social media platforms, and calendars.
- Reporting and Dashboards: HubSpot provides user-friendly dashboards to track your sales progress, key metrics, and performance over time.
Pros & Cons
| Pros | Cons |
| Free plan available for small teams | Limited customisation in the free plan |
| Simple and intuitive interface | Lacks advanced features in free plan |
| Great for managing contacts and emails | Some reporting features are basic |
| Seamless integrations with other tools | Limited automation features in free plan |
Pricing
HubSpot CRM offers a free version, which includes the basics of contact and lead management. Paid plans start at £38 per user per month, providing access to additional features such as custom reporting, workflows, and marketing automation.
Best For
HubSpot CRM is ideal for small to medium-sized real estate businesses, solo agents, or anyone looking for a simple, intuitive platform for managing client relationships. It’s especially useful for teams looking for a free solution that still offers a solid set of CRM tools.
Unique Tip/Hack
Take advantage of HubSpot’s free email tracking tool to gauge client interest. This feature helps you know when to follow up and provides insights into which property listings or information generate the most engagement.
Verdict
HubSpot CRM is a fantastic option for small teams and individual real estate agents who need an easy-to-use CRM with essential features. Its free plan is excellent for businesses on a budget, while paid plans unlock more advanced capabilities.
3. Zoho CRM
Zoho CRM is an affordable and customisable CRM that offers a wide range of features customized to the real estate industry. Zoho’s mobile app lets agents access critical customer data and manage deals from anywhere, providing flexibility and real-time updates. The platform also provides multi-channel communication, making it easy to engage clients across various platforms.
Key Features
- Lead Management: Manage and track leads from initial contact to closing, ensuring no leads are lost.
- Email Integration: Sync your email with Zoho CRM to keep all communication organised in one place.
- Workflow Automation: Automate routine tasks such as follow-up reminders, document requests, and client updates.
- Sales Forecasting: Predict your future sales with data-driven forecasting tools based on past performance.
- Customisation: Tailor Zoho CRM to suit the unique needs of your real estate business by customising fields, modules, and workflows.
Pros & Cons
| Pros | Cons |
| Affordable pricing for small teams | The user interface can be a bit complex for new users |
| Highly customisable | Some advanced features require higher-tier plans |
| Strong lead and contact management | Limited integrations in lower-tier plans |
| Useful automation tools | Reporting tools may not be as advanced |
Pricing
Zoho CRM offers a free plan for up to 3 users. Paid plans start at £10 per user per month, with additional features like advanced analytics, custom reporting, and automation.
Best For
Zoho CRM is well-suited for small to medium-sized real estate businesses that need an affordable and highly customisable CRM solution. It’s ideal for teams looking for advanced lead management and workflow automation at a reasonable price.
Unique Tip/Hack
Leverage Zoho’s workflow automation to create follow-up triggers based on lead activity. For example, you can set up automatic emails to follow up with a client after a property viewing or a phone call.
Verdict
Zoho CRM provides great value for real estate businesses looking for an affordable, flexible CRM. Its customisation options and automation features make it a strong contender for real estate agents needing to manage leads, contacts, and communications effectively.
4. Pipedrive
Pipedrive is a visual CRM that focuses on simplifying the sales process. Known for its user-friendly interface, it provides a clear overview of your sales funnel and allows real estate agents to manage properties and client interactions with ease. The visual sales progress is particularly useful for tracking deals through various stages, from lead to closing.
Key Features
- Visual Sales progress: Easily track the progress of your deals through a simple, visual progress interface.
- Customisable Stages: Tailor your sales progress stages to match your real estate sales process.
- Activity Management: Schedule and track tasks, reminders, and meetings directly within the CRM.
- Email and Calendar Sync: Sync emails and calendar events to keep everything organised in one place.
- Sales Reporting: Track key metrics with simple, actionable reports to evaluate team performance.
Pros & Cons
| Pros | Cons |
| Easy-to-use interface | Lacks some advanced features for larger teams |
| Visual sales progress helps track deals | Limited customisation in lower-tier plans |
| Great task and activity management | Reporting tools are basic for large teams |
| Affordable pricing for small teams | Limited integration options with some third-party apps |
Pricing
Pipedrive starts at £12 per user per month, with additional features available in higher-tier plans, including advanced reporting and custom fields.
Best For
Pipedrive is ideal for individual agents and small to mid-sized teams who need a simple and intuitive tool for tracking deals and managing tasks. Its visual interface is perfect for those who prefer a more visual approach to sales management.
Unique Tip/Hack
Use Pipedrive’s activity management features to set automatic reminders for key client touchpoints, such as property viewings or follow-up calls, to keep your deals on track.
Verdict
Pipedrive is an excellent CRM for small real estate teams or solo agents who need an intuitive and easy-to-use platform for managing their sales progress and tasks. While it lacks some advanced features for larger teams, its simplicity and affordability make it a strong choice.
5. Real Geeks
Real Geeks is a CRM built specifically for the real estate industry, offering both lead generation and CRM functionality. It integrates well with IDX websites, allowing real estate agents to capture leads directly from their website and manage them efficiently. Real Geeks provides automated follow-up systems and marketing tools, helping agents maintain consistent contact with clients.
Key Features
- Lead Generation: Capture leads through website forms, landing pages, and IDX integration.
- Automated Follow-Ups: Send automated emails and follow-up reminders to engage with leads.
- IDX Website Integration: Directly integrate your website with MLS listings for easy property search and lead capture.
- CRM Tools: Manage leads, clients, and deals all in one platform.
- Marketing Tools: Use email campaigns, text messages, and social media integration to nurture leads.
Pros & Cons
| Pros | Cons |
| Built specifically for real estate | Can be costly for solo agents |
| Strong lead generation features | Some features are not as customisable |
| Automated follow-up systems | Interface may feel cluttered at times |
| IDX website integration | Limited customer support options |
Pricing
Real Geeks starts at £150 per month, which includes IDX website integration, lead generation, and CRM features.
Best For
Real Geeks is ideal for real estate agents and agencies who need a comprehensive tool for both CRM and lead generation. Its strong IDX integration makes it particularly useful for agents who rely on their website for generating leads.
Unique Tip/Hack
Utilise Real Geeks’ automated follow-up system to stay in constant touch with leads, sending them property recommendations or personalised messages based on their search activity.
Verdict
Real Geeks is an excellent CRM for real estate professionals who need both lead generation and CRM features in one tool. While it may be on the pricier side, its customized features for the real estate market make it an invaluable resource for agents looking to improve client engagement and streamline their processes.
6. Contactually
Contactually is a CRM specifically designed for building and maintaining relationships with clients, which is crucial for real estate professionals. It helps agents stay in touch with leads and clients by automating follow-ups and tracking communications over time. This CRM is particularly valuable for agents who need to manage long-term relationships, rather than just individual sales.
Key Features
- Relationship Tracking: Keep track of every client and their interaction history. Use categories to organise leads and clients based on engagement frequency.
- Automated Follow-ups: Set automated reminders for follow-ups based on the level of contact you need to maintain with each client.
- Custom progress: Customise your sales progress to match the unique stages of the real estate sales process.
- Email Templates: Use pre-built templates for client communications, saving time on outreach and follow-ups.
- Analytics: Gain insights into client engagement and sales activity with comprehensive analytics and reports.
Pros & Cons
| Pros | Cons |
| Great for managing long-term client relationships | Pricing can be high for solo agents |
| Simple and intuitive user interface | Lacks some advanced property tracking features |
| Automated follow-up reminders | Limited customisation in lower-tier plans |
| Focuses on building relationships | Doesn’t integrate with as many third-party apps as other CRMs |
Pricing
Contactually offers various pricing plans starting from £50 per user per month, with more advanced plans that offer additional features such as custom progress and reporting.
Best For
Ideal for real estate agents who focus on maintaining long-term relationships with clients and want a CRM that helps manage contact frequency and communication with ease.
Unique Tip/Hack
Use Contactually’s relationship scoring to prioritise clients based on engagement, ensuring you stay in touch with the most valuable leads and clients at the right time.
Verdict
Contactually is a strong choice for agents who prioritise relationship building and consistent communication. Its automated follow-up system and relationship tracking make it ideal for those managing a large client base or long-term prospects.
7. Freshsales
Freshsales is a CRM that integrates AI features to provide real-time insights and lead scoring, making it a solid choice for real estate agents looking to work smarter, not harder. The platform is known for its user-friendly interface and automation tools, which help agents manage leads, properties, and follow-ups without manual intervention.
Key Features
- Lead Scoring: Use AI to score leads based on their likelihood to convert, helping you prioritise your outreach efforts.
- Built-in Phone and Email: Make calls and send emails directly from the CRM, with call logging and email tracking features.
- Sales Analytics: Track sales performance, activity levels, and trends with easy-to-understand reports and dashboards.
- Custom Fields: Tailor the CRM to your real estate needs by adding custom fields that track property details, client preferences, and deal status.
- Activity Tracking: Track all activities related to each lead, including emails, calls, and meetings, ensuring no details are missed.
Pros & Cons
| Pros | Cons |
| AI-powered lead scoring | Reporting tools may lack advanced features |
| Easy-to-use interface | Some advanced features are only available in higher plans |
| Strong communication tools (phone & email) | Limited customisation in lower-tier plans |
| Comprehensive analytics and reporting | Lacks some project management features |
Pricing
Freshsales offers a free plan for small teams. Paid plans start at £12 per user per month, with more advanced features available at higher tiers.
Best For
Freshsales is ideal for real estate agents and teams who want an easy-to-use CRM that integrates AI and automation to help prioritise leads, manage communication, and track activities.
Unique Tip/Hack
Leverage Freshsales’ AI-powered lead scoring to prioritise your outreach efforts, ensuring that high-potential leads are always the focus of your attention.
Verdict
Freshsales is a great CRM for real estate professionals who want a straightforward, intuitive platform with powerful AI features and automation. It’s an excellent choice for small to medium-sized teams looking to increase efficiency without the complexity of larger CRMs.
8. Insightly
Insightly is a versatile CRM that combines lead management, project management, and task tracking in one platform. It’s perfect for real estate teams that want to manage multiple aspects of the sales process, including client relationships, properties, and sales activities, all within a single tool.
Key Features
- Lead and Contact Management: Easily capture and manage leads, track communications, and store client information.
- Project Management: Manage client projects, property sales, and tasks with Insightly’s project management features.
- Custom Dashboards: Create dashboards that display the most important metrics and progress indicators for your sales team.
- Automated Workflows: Set up automation for routine tasks like follow-ups and appointment reminders.
- Integration with Google Apps: Integrates with Gmail, Google Calendar, and other Google apps to streamline communication and scheduling.
Pros & Cons
| Pros | Cons |
| Combines CRM with project management | Limited mobile app functionality |
| Easy to use with a simple interface | Reporting tools could be more detailed |
| Affordable pricing | Customisation options are limited in lower-tier plans |
| Strong integration with Google apps | Some advanced features only available on higher plans |
Pricing
Insightly offers a free plan for up to 2 users. Paid plans start at £8 per user per month, with additional features such as project management and advanced analytics in higher-tier plans.
Best For
Ideal for real estate teams that need both CRM and project management capabilities. It’s especially useful for agencies that handle complex deals, multiple properties, or long-term client projects.
Unique Tip/Hack
Use Insightly’s project management features to track property sales as projects, enabling your team to manage tasks, deadlines, and documents related to each deal efficiently.
Verdict
Insightly is a solid choice for real estate teams that need a CRM with strong project management capabilities. Its ability to handle both client relationships and project tasks makes it a great all-in-one solution for more complex sales processes.
9. Bitrix24
Bitrix24 is a comprehensive CRM that combines traditional CRM functionalities with collaboration and project management tools. With features like task management, email integration, and social media tools, it’s a great choice for real estate agencies that want an all-in-one platform for managing deals, teams, and client interactions.
Key Features
- Lead and Deal Management: Track leads, deals, and client interactions from initial contact through to closing.
- Task and Project Management: Use task management features to coordinate activities and deadlines within your team.
- Document Management: Store and share important property documents, contracts, and communications in one secure platform.
- Communication Tools: Use built-in chat, video calls, and social media integrations to communicate with clients and your team.
- Customisation: Personalise workflows, fields, and dashboards to suit your real estate business needs.
Pros & Cons
| Pros | Cons |
| All-in-one solution with CRM and project management | Can be overwhelming for smaller teams due to its complexity |
| Strong team collaboration features | Limited integrations with some third-party apps |
| Affordable pricing | Some advanced features only available in higher plans |
| User-friendly interface for teams | Mobile app can be limited for some features |
Pricing
Bitrix24 offers a free plan for up to 12 users. Paid plans start at £15 per user per month, which include advanced features like customisation, reporting, and document management.
Best For
Bitrix24 is best for medium to large real estate teams that need a comprehensive platform for managing both client relationships and internal projects. It’s ideal for agencies with complex workflows that need a collaborative environment.
Unique Tip/Hack
Use Bitrix24’s task and project management tools to manage property sales as individual projects, assigning tasks to different team members and tracking progress in real-time.
Verdict
Bitrix24 is an excellent choice for larger teams that need both CRM functionality and project management features in one platform. It offers strong team collaboration tools, making it ideal for real estate agencies with multiple agents and complex processes.
10. Copper CRM
Copper CRM is a powerful CRM tool designed for businesses that rely heavily on Google Workspace. With seamless integration with Gmail, Google Calendar, and other Google tools, Copper CRM allows real estate agents to manage leads, deals, and communications all from within the Google ecosystem.
Key Features
- Gmail Integration: Sync emails and calendar events with Copper, keeping all client communication organised in one place.
- Sales Tracking: Track the status of your deals and leads, from initial contact to closing, with a simple interface.
- Custom progress: Tailor the sales progress to fit the real estate process, with custom stages and fields.
- Task and Reminder Management: Set reminders for follow-ups, meetings, and property viewings, ensuring timely client engagement.
- Reporting: Generate detailed sales reports to monitor team performance and deal progress.
Pros & Cons
| Pros | Cons |
| Seamless integration with Google Workspace | Can be costly for smaller businesses |
| Easy-to-use interface | Lacks advanced reporting features for larger teams |
| Strong sales tracking and reporting | Some customisation options are limited |
| Great for email-focused workflows | Pricing can be high compared to other CRMs |
Pricing
Copper CRM starts at £19 per user per month, with additional features available in higher-tier plans.
Best For
Copper CRM is perfect for real estate teams that are already using Google Workspace and need a CRM that integrates seamlessly with Gmail, Google Calendar, and other Google tools.
Unique Tip/Hack
Use Copper CRM’s Gmail integration to track email conversations, appointments, and tasks directly within the CRM, making it easy to stay on top of client communications.
Verdict
Copper CRM is a strong option for real estate teams that rely on Google Workspace for communication. Its seamless integration with Google tools and simple interface make it an excellent choice for teams looking to manage deals and client interactions efficiently.
11. Agile CRM
Agile CRM is an affordable solution designed for small to medium-sized businesses, including real estate agents. It provides essential CRM features such as contact management, email marketing, and sales tracking in an easy-to-use platform. Agile CRM is particularly beneficial for solo agents or small teams that need a budget-friendly yet capable CRM to manage leads and sales processes.
Key Features
- Lead Management: Organise and track leads with detailed contact information and interaction history.
- Email Marketing: Use email campaigns to nurture leads and clients, with built-in templates and automated workflows.
- Task and Activity Tracking: Keep track of calls, emails, and meetings to keep you stay on top of follow-ups.
- Customisable Fields: Tailor your CRM to your business by adding custom fields to track client details, properties, and deals.
- Automation: Automate repetitive tasks like follow-up emails and reminders to save time.
Pros & Cons
| Pros | Cons |
| Affordable pricing for small teams | Limited advanced features for large teams |
| Easy to use with a clean interface | Reporting features are basic |
| Excellent for email marketing | Some integrations require higher-tier plans |
| Good for small teams and solo agents | Lacks some real estate-specific features |
Pricing
Agile CRM offers a free plan for up to 10 users. Paid plans start at £7.99 per user per month and provide additional features such as advanced automation and reporting.
Best For
Agile CRM is ideal for small real estate teams or solo agents who need a simple and affordable CRM solution to manage leads, contacts, and email campaigns.
Unique Tip/Hack
Take advantage of Agile CRM’s email marketing automation to send out personalised property recommendations or market updates, keeping your leads engaged without additional effort.
Verdict
Agile CRM is an excellent choice for smaller real estate teams and solo agents who need a straightforward CRM with email marketing and lead management capabilities. While it lacks some of the more advanced features of larger platforms, its affordability and ease of use make it a strong contender for budget-conscious professionals.
12. BambooHR
BambooHR is primarily a human resources management platform, but it can be a valuable tool for real estate sales teams. While it’s not a traditional CRM, BambooHR can be used to manage team members, track performance, and integrate client relationship data in one centralised place. It’s especially useful for real estate agencies with larger teams that need to track both employee and client information.
Key Features
- Team Management: Keep track of your team’s performance, tasks, and communications in one platform.
- Employee Data Management: Manage employee information, schedules, and performance metrics.
- Custom Reports: Generate reports on team productivity, client interactions, and performance metrics.
- Integration with Other Tools: BambooHR integrates with various CRM tools and communication platforms to centralise all relevant data.
Pros & Cons
| Pros | Cons |
| Great for managing sales teams | Not a traditional CRM for client management |
| Excellent for HR and performance tracking | Not as customisable for real estate-specific needs |
| Useful for larger real estate teams | Expensive for small agencies |
| Strong reporting and analytics | Lacks features for direct client relationship management |
Pricing
BambooHR pricing is available upon request and varies depending on the size of the team and the features required.
Best For
BambooHR is best suited for larger real estate agencies that need to manage both their sales teams and client interactions. It’s particularly useful for agencies that want an all-in-one platform for managing employees alongside client relationships.
Unique Tip/Hack
Use BambooHR’s performance tracking to evaluate your agents’ productivity and client interactions, ensuring the best-performing team members are prioritised for high-value deals.
Verdict
BambooHR is ideal for real estate agencies with larger teams that require HR management alongside CRM capabilities. However, for those primarily focused on managing client relationships, a traditional CRM would be a more suitable choice.
13. Monday.com
Monday.com is primarily a work management tool, but it offers strong CRM features suitable for real estate agencies that need a project management-oriented approach. The platform allows real estate teams to track deals, collaborate on tasks, and manage listings efficiently in one central hub. It’s particularly useful for teams that require an integrated solution for managing both client relationships and internal tasks.
Key Features
- Customisable progress: Customize your sales progress stages to match the real estate process, from lead generation to property closing.
- Task and Project Management: Use Monday.com’s project management tools to assign tasks, set deadlines, and collaborate with team members.
- Visual Dashboards: Create visual dashboards to track key metrics, deal progress, and team performance.
- Automation: Automate routine tasks such as follow-up emails and reminders to improve efficiency.
- Collaboration Tools: Communicate and collaborate with your team in real-time, using built-in chat and document-sharing features.
Pros & Cons
| Pros | Cons |
| Highly customisable for real estate teams | Can be overwhelming for small teams |
| Excellent collaboration features | Lacks deep sales-specific features like email tracking |
| Easy-to-use visual interface | Can become expensive with more users |
| Great for managing tasks alongside sales | Reporting tools could be more advanced |
Pricing
Monday.com pricing starts at £8 per user per month, with higher-tier plans offering more advanced features like custom reporting and automation.
Best For
Monday.com is ideal for real estate agencies that require a comprehensive tool for both CRM and project management. It’s best suited for teams that need to manage not only client relationships but also internal projects and tasks.
Unique Tip/Hack
Use Monday.com’s task management tools to create specific workflows for each property deal, tracking all actions and ensuring nothing is overlooked.
Verdict
Monday.com is a great solution for real estate teams that need both CRM functionality and project management features. Its flexibility and collaboration tools make it ideal for teams that need a comprehensive platform for managing clients, properties, and internal workflows.
14. Nimble
Nimble is a simple, social media-integrated CRM designed for small businesses and real estate agents. It allows you to track client interactions across multiple social platforms, making it ideal for agents who rely heavily on social media to build relationships. Nimble’s focus on social listening and engagement makes it a valuable tool for real estate professionals aiming to build stronger, personal connections with clients.
Key Features
- Social Media Integration: Nimble integrates with major social media platforms like LinkedIn, Twitter, and Facebook, allowing you to manage client interactions across multiple channels.
- Contact Management: Organise client data and communication history in one place, making it easy to stay in touch and keep track of important details.
- Email Tracking: Monitor when a client opens your emails, providing insight into the right time to follow up.
- Task Management: Set up tasks and reminders for follow-ups, meetings, and property viewings.
- CRM Insights: Get insights into client engagement and communications to optimise your outreach strategy.
Pros & Cons
| Pros | Cons |
| Strong social media integration | Limited advanced features for large teams |
| Easy-to-use and set up | Lacks robust reporting tools |
| Great for building relationships | Basic automation features |
| Affordable pricing for small teams | Limited integrations with some third-party apps |
Pricing
Nimble offers a free 14-day trial, with paid plans starting at £14.99 per user per month.
Best For
Nimble is perfect for solo agents or small real estate teams who rely on social media to build relationships and manage client interactions in a streamlined way.
Unique Tip/Hack
Use Nimble’s social media integration to automatically pull in relevant data about clients, ensuring you’re always aware of their latest interactions and engagements across various platforms.
Verdict
Nimble is a great CRM for real estate agents who focus on building personal relationships with clients through social media. While it may not offer as many advanced features as larger CRMs, its simplicity and strong social media capabilities make it ideal for solo agents and small teams.
15. Zendesk Sell
Zendesk Sell is a user-friendly CRM designed to improve sales productivity and streamline client interactions. Built by the same company known for its customer service solutions, Zendesk Sell helps real estate professionals manage leads, track deals, and collaborate with teams all from a single platform. The CRM’s interface is simple yet powerful, with features designed to keep real estate agents organised and efficient.
Key Features
- Sales progress Management: Track deals through each stage of the sales process with a clear, visual progress.
- Communication Tracking: Track client communication, including emails, calls, and meetings, all within the CRM.
- Activity Reminders: Set reminders for follow-ups and meetings to stay on top of every client interaction.
- Mobile App: Access your CRM data on the go with Zendesk Sell’s mobile app, ensuring you stay connected wherever you are.
- Reporting: Generate detailed reports to evaluate team performance, sales progress, and lead conversion rates.
Pros & Cons
| Pros | Cons |
| Simple, user-friendly interface | Limited customisation in lower-tier plans |
| Effective for managing sales progress | Reporting can be basic for larger teams |
| Great for tracking client interactions | Limited integration with third-party apps |
| Strong mobile app functionality | More suited for smaller teams or businesses |
Pricing
Zendesk Sell starts at £19 per user per month for the basic plan, with higher-tier plans offering additional features like advanced reporting and custom progress.
Best For
Ideal for small to medium-sized real estate teams or solo agents looking for a simple CRM that helps track deals, manage client communications, and stay organised.
Unique Tip/Hack
Use Zendesk Sell’s mobile app to keep track of client communications while on the go. This is especially useful for real estate agents who are frequently out in the field and need real-time access to their CRM data.
Verdict
Zendesk Sell is an excellent CRM for small real estate teams that need a straightforward platform for managing their sales processes. Its simplicity, mobile access, and effective communication tracking make it ideal for agents on the move.
16. Vtiger CRM
Vtiger CRM is an affordable, all-in-one CRM solution that caters to the needs of small to medium-sized businesses, including real estate professionals. It offers a wide range of features, including sales automation, marketing tools, and customer support management, all within a single platform. Vtiger is highly customisable, allowing real estate teams to tailor the CRM to their specific needs.
Key Features
- Sales Automation: Automate repetitive tasks such as follow-up emails and client reminders to save time.
- Lead Management: Capture leads from multiple sources and manage them effectively throughout the sales process.
- Multi-Channel Communication: Connect with clients through email, chat, phone, and social media all within the CRM.
- Custom Dashboards: Customise your CRM dashboard to display the most relevant metrics and performance indicators for your team.
- Inventory and Document Management: Track properties, listings, and client documents in one centralised platform.
Pros & Cons
| Pros | Cons |
| Affordable pricing for small teams | Some features require higher-tier plans |
| Comprehensive feature set | User interface can feel a bit outdated |
| Highly customisable | Limited integrations with some third-party apps |
| Great for managing leads and deals | Reporting can be basic compared to other CRMs |
Pricing
Vtiger CRM offers a free plan for up to 3 users. Paid plans start at £9 per user per month, with more advanced features available in higher-tier plans.
Best For
Vtiger CRM is ideal for small to medium-sized real estate businesses looking for an affordable, all-in-one CRM solution. It’s especially useful for teams that want to combine sales automation, marketing tools, and customer support in one platform.
Unique Tip/Hack
Take advantage of Vtiger’s sales automation features to send personalised emails based on client activity, ensuring timely follow-ups and engagement without manual effort.
Verdict
Vtiger CRM is an excellent option for real estate businesses looking for an affordable, feature-rich CRM solution. While it may not have the advanced reporting of some other CRMs, its pricing and all-in-one capabilities make it a strong choice for small to medium-sized agencies.
17.ProgressDeals
ProgressDeals is a simple, user-friendly CRM designed to help small sales teams stay organised and manage deals effectively. It’s perfect for real estate agents who need an intuitive tool to track properties, leads, and deals without the complexity of larger systems. ProgressDeals focuses on providing essential features with ease of use, making it ideal for agents who want a straightforward CRM solution.
Key Features
- Deal and Lead Tracking: Track your leads and deals through each stage of the sales process, from initial contact to closing.
- Customisable progress: Tailor your progressto suit the real estate sales process, with custom stages and fields.
- Activity Management: Schedule and manage tasks, reminders, and meetings to keep you stay on top of client interactions.
- Reporting: Generate basic reports to monitor your sales activities and track progress.
- Mobile Access: Use the mobile app to manage deals, contacts, and follow-ups while on the go.
Pros & Cons
| Pros | Cons |
| Simple and intuitive interface | Lacks some advanced features like email tracking |
| Great for managing leads and deals | Reporting features could be more detailed |
| Affordable pricing | Limited integrations with third-party apps |
| Mobile app for easy access | Not as feature-rich as larger CRMs |
Pricing
ProgressDeals starts at £25 per user per month, with additional features available at higher-tier plans.
Best For
ProgressDeals is ideal for small real estate teams and solo agents who need a simple CRM to manage leads, deals, and tasks. It’s especially useful for those looking for an affordable, easy-to-use platform without the complexity of larger CRM systems.
Unique Tip/Hack
Take advantage of ProgressDeals’ task management features to set up automatic reminders for follow-ups and meetings, ensuring you never miss an important client interaction.
Verdict
ProgressDeals is an excellent CRM for small real estate teams or solo agents who need a no-frills CRM for tracking deals and managing tasks. Its simplicity, affordability, and mobile access make it a great choice for those looking for an easy-to-use CRM.
18. Streak CRM
Streak CRM is a Gmail-integrated CRM that works directly within your inbox. It’s ideal for real estate agents who rely heavily on email communication and want a CRM that’s seamlessly integrated into Gmail. Streak makes it easy to track client interactions, manage deals, and stay organised—all without leaving your email interface.
Key Features
- Gmail Integration: Manage your CRM directly from Gmail, including email tracking and task management.
- Custom Progress: Create custom progress that reflect your real estate sales process, including stages for property viewings, negotiations, and closing.
- Task Management: Track tasks and set reminders for follow-ups, client meetings, and property viewings.
- Shared Access: Share progress and client information with your team to collaborate effectively.
- Mobile App: Access your CRM data and manage deals on the go using Streak’s mobile app.
Pros & Cons
| Pros | Cons |
| Fully integrated with Gmail | Limited customisation for larger teams |
| Simple and intuitive interface | Reporting features are basic |
| Great for email-centric workflows | Limited integrations with non-Google apps |
| Affordable pricing | Not as feature-rich as standalone CRMs |
Pricing
Streak CRM offers a free plan for individual users. Paid plans start at £15 per user per month for additional features like advanced reporting and custom workflows.
Best For
Streak CRM is ideal for real estate agents who rely on Gmail and want a simple CRM integrated directly into their inbox. It’s best for solo agents or small teams looking for a lightweight, email-focused CRM.
Unique Tip/Hack
Use Streak’s email tracking feature to monitor when a client opens your emails, providing you with insights on the best time to follow up and engage.
Verdict
Streak CRM is perfect for agents who want a Gmail-integrated CRM for managing deals and communications directly from their inbox. It’s simple, affordable, and works well for small teams or individual agents. However, for those needing advanced features, other CRMs may be more suitable.
19. Flowlu CRM
Flowlu is an all-in-one business management platform that includes CRM, project management, and invoicing tools. It’s an excellent option for real estate teams that need to manage both their client relationships and internal projects in one place. Flowlu also offers financial tracking, making it a great choice for businesses that need a comprehensive solution.
Key Features
- CRM Tools: Track leads, deals, and client interactions, all from a single platform.
- Project Management: Manage tasks, deadlines, and internal projects related to property sales and client management.
- Invoicing and Financial Tools: Create and send invoices directly from the CRM, simplifying billing processes.
- Collaboration Features: Share tasks, documents, and client information with team members to stay aligned.
- Custom Workflows: Automate tasks and set up custom workflows to streamline processes.
Pros & Cons
| Pros | Cons |
| All-in-one solution for businesses | Some features can be overwhelming for smaller teams |
| Affordable pricing | Limited mobile app functionality |
| Excellent for project and client management | Reporting tools could be more advanced |
| Strong invoicing and financial tools | Lacks some advanced CRM-specific features |
Pricing
Flowlu offers a free plan for up to 1 user. Paid plans start at £24 per user per month, with more advanced features available in higher tiers.
Best For
Flowlu is ideal for real estate teams that need an all-in-one platform to manage clients, internal projects, and finances. It’s especially useful for agencies that handle complex deals or need to track more than just client interactions.
Unique Tip/Hack
Use Flowlu’s invoicing features to streamline your billing process and keep that you’re keeping track of all transactions related to property sales and commissions.
Verdict
Flowlu is a great solution for real estate businesses that need a comprehensive tool to manage both CRM and project management. Its invoicing and financial features make it an excellent choice for agencies that need to manage more than just client relationships.
20. Apptivo CRM
Apptivo CRM is a versatile and customisable CRM solution designed to meet the needs of small businesses, including real estate agents. It combines CRM features with project management, invoicing, and time tracking, making it an ideal all-in-one solution for businesses that need to manage both client relationships and internal workflows.
Key Features
- Lead Management: Capture and manage leads with customisable fields, allowing you to track property details and client preferences.
- Sales and Task Management: Organise sales activities, meetings, and follow-ups with task management tools.
- Custom Dashboards: Create dashboards that display important sales metrics, client activity, and team performance.
- Project Management: Track and manage real estate deals as projects, with task assignments, deadlines, and file sharing.
- Invoicing: Send invoices directly from the CRM, making it easier to track payments and financial data.
Pros & Cons
| Pros | Cons |
| Highly customisable to fit your business needs | Can be overwhelming for small teams |
| Combines CRM with project management and invoicing | Reporting features are basic |
| Affordable pricing | Limited integration with some third-party apps |
| Great for managing deals and projects simultaneously | Lacks some advanced automation features |
Pricing
Apptivo offers a free plan for up to 1 user. Paid plans start at £8 per user per month, with additional features such as custom fields, invoicing, and advanced reporting available in higher-tier plans.
Best For
Apptivo is ideal for small businesses and real estate agents who need a flexible CRM solution that also includes project management and invoicing tools. It’s especially useful for businesses with more complex workflows.
Unique Tip/Hack
Use Apptivo’s project management features to manage property sales as individual projects, assigning tasks to agents and tracking progress in real-time.
Verdict
Apptivo is a solid choice for small real estate businesses that need a flexible, affordable CRM with additional project management and invoicing features. While it lacks some advanced automation features, its all-in-one capabilities make it a valuable tool for real estate agents and agencies.
Wrap-Up: Selecting the Best CRM for Real Estate Sales Success
Choosing the right CRM for your real estate business is crucial for improving client relationships, managing deals, and streamlining operations. The tools mentioned in this guide are among the best for real estate professionals looking to stay organised, optimise their sales processes, and stay connected with clients. Whether you are a solo agent or part of a larger team, there is a CRM that can meet your specific needs—be it for managing leads, automating follow-ups, or tracking property details.
At Pearl Lemon Sales, we understand that selecting the right CRM can be a game-changer for your business. With the right tool, you can improve efficiency, increase productivity, and enhance customer satisfaction. Assess the features, pricing, and user-friendliness of each platform to determine which CRM best fits your business model and goals.
FAQs
1. What is the most affordable CRM for real estate?
The most affordable CRM for real estate depends on the size of your team and your specific needs. Agile CRM offers a free plan for up to 10 users, while Zoho CRM has a low-cost option starting at £10 per user per month.
2. Can CRMs help with lead management?
Yes, CRMs like Real Geeks and HubSpot CRM are specifically designed to manage leads, track interactions, and automate follow-ups, helping you stay organised and responsive.
3. What CRM is best for real estate teams?
For larger teams, Salesforce for Real Estate or Bitrix24 are ideal choices, as they offer extensive customisation, team collaboration features, and scalability.
4. Are there free CRM options for real estate agents?
Yes, there are several free CRM options, including HubSpot CRM, which offers a comprehensive free plan, and Zoho CRM, which offers a free plan for up to 3 users.
5. How do I choose the best CRM for my real estate business?
Consider factors like the size of your team, the complexity of your sales process, and your budget. Look for features such as lead tracking, task management, and automation to improve efficiency.
6. Can CRMs integrate with other real estate tools?
Yes, many CRMs, such as Salesforce and Real Geeks, offer integrations with other real estate tools, including IDX websites, email marketing platforms, and social media.
7. Is it difficult to set up a CRM for real estate?
Most CRMs, including Pipedrive and HubSpot CRM, are designed to be user-friendly with easy setup processes. Larger CRMs like Salesforce may require more time for configuration and customisation.
8. How can CRMs help me stay organised?
CRMs keep all your client data, communications, and tasks in one place, helping you manage multiple leads and deals simultaneously. Tools like Insightly and Streak CRM offer project management features to keep everything organised.
9. Are there CRM systems for mobile access?
Yes, all the CRMs mentioned in this guide, such as Pipedrive and Zendesk Sell, offer mobile apps that allow you to manage deals, contacts, and tasks while on the go.10. What is the best CRM for social media integration in real estate?
Nimble is the best CRM for social media integration, as it connects with major platforms like LinkedIn, Twitter, and Facebook, making it easier for real estate professionals to manage client relationships across social channels.
