Real estate is a complex industry with numerous moving parts, so leads and clients can often fall through the cracks without proper client information management systems in place to manage follow ups, sales transactions and client follow ups. Real estate agents, brokers and teams rely heavily on CRM solutions like Salesforce to stay organized, track deals more effectively and close more sales transactions.

Real Estate CRMs have come a long way since their spreadsheet-era predecessors, with numerous options now available to commercial and residential real estate firms of all sizes. Most modern CRMs are cloud-based so team members can access them from any computer or mobile device–meaning that regardless of where they may be–be it an office, home, property visit, etc–they all can see the same information live while working collaboratively on real estate deals in real time.

As well as traditional contact management and email marketing capabilities, some CRMs also provide additional tools that are beneficial for real estate professionals such as transaction management, revenue forecasting and e-signature solutions. Other tools might include customizable sales pipelines, reporting & analytics as well as lead generation tools / website builders which allow you to attract & convert leads more effectively.

Real estate CRMs will allow you to keep track of every interaction with clients from the time a lead enters your database to when the sale closes, providing essential details like inspection schedules, financing deadlines and commission calculations as well as prioritizing and following up on hot leads.

Some of the best real estate CRMs come equipped with an in-built scheduler, enabling you to automatically create and send emails or texts directly. Furthermore, it will sync up with your calendar so that notifications come across when it’s time for an appointment with a prospect. Furthermore, some CRMs also feature mobile apps so you can stay in contact with leads wherever they may be located.

Simple CRMs for real estate serve the dual function of keeping leads and contacts organized while also making sure each contact receives follow up from you. Furthermore, these systems help identify any bottlenecks in the sales process as well as set up unique automations to streamline workflow.

OnePageCRM is an effective CRM system designed for small businesses that meets the unique requirements of real estate professionals, including an easy visual sales pipeline manager with Kanban and Forecast views. The user-friendly interface makes OnePageCRM simple enough even for new recruits to utilize efficiently.

Real Geeks CRM offers real estate teams looking for an all-encompassing CRM, with features like advanced lead tracking, automated tasks and analytics. Their ad-supported lead management system is particularly beneficial to newer agents; combined with other online marketing tools it can attract more leads and expand your business. However, Real Geeks is more expensive than its counterparts and requires an annual commitment up front.