Best CRM for real estate—seamlessly manage leads

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How does your business benefit from real estate CRM software?

A CRM tool can be highly beneficial for real estate professionals. The tool enhances efficiency and client relationships in the competitive real estate industry. Here are some benefits of a real estate CRM:

Improve prospecting with top-tier leads

A CRM tool enhances prospecting in real estate by enabling lead segmentation based on interest and location. 

Moreover, you can gather lead data through web forms, saving it in your CRM for nurturing. Many CRM providers, like Freshsales, offer integrated chatbots. These bots can engage with leads, ask questions, and provide help around the clock. This reduces response time and aids in lead segmentation and high-quality lead identification.

Prioritize the right deals

An AI-driven CRM provides a visual pipeline overview, tagging deals as "likely to close," "at risk," or "inactive." This visual representation enables you to:

  • Track each deal's progress in the sales pipeline

  • Assess the status of deals

  • Concentrate on high-profit potential deals

  • Identify and resolve pipeline bottlenecks

  • Determine the likelihood of deal closures and divide resources

Also, an AI-powered CRM analyzes lead interactions and matches them with historical data from similar leads. Leveraging this insight, AI suggests the most effective next steps, maximizing your chances of closing deals.

Stay ahead in sales activities

Chatbots can route inquiries requiring human intervention to specific sales reps. A CRM further streamlines your team by allocating region-based leads to designated sales reps.

An AI-powered CRM allows you to schedule automated yet personalized follow-ups at your recipients' convenience. CRM solutions like Freshsales offer automated workflow templates and pre-designed action sets.

Enhance conversion rates

A CRM system can boost conversion rates through several means. By monitoring prospect behavior on your website, you can pinpoint drop-off points and entry into the sales funnel. This data allows you to optimize your website, reducing drop-offs and increasing conversions.

A CRM offers a comprehensive view of all customer activity, bridging sales and marketing efforts. This includes:

  • Prospect behavior on your site and in the app

  • Records of emails, call transcripts, and chat conversations

  • Engagement with marketing materials

  • Salesperson notes, upcoming appointments, and meetings

  • Likelihood of conversion

  • Recommendations for next steps

This 360-degree view aligns marketing with campaigns that attract quality leads while supporting the sales team to close deals.

Boost deal value through timely upselling and cross-selling

Selling more to existing customers is more likely to succeed compared to selling to new prospects. However, successful cross-selling and upselling depend on targeting the right individuals at the right time.

With a CRM offering insights into your customers' website/app activities, you can identify upsell or cross-sell opportunities. For instance, you can recognize that a starter package customer may be ready to upgrade to a higher package when they visit your pricing page.

Enhance customer satisfaction

When your teams respond and engage with customers quickly, customer satisfaction improves. A CRM facilitates a unified brand voice, enabling everyone to access prospect history and interactions.

Furthermore, sales and marketing alignment allows both teams to:

  • Gain deeper insights into the target persona

  • Fine-tune marketing campaigns and personalize messaging based on lead interests

  • Enhance sales enablement by creating necessary content and resources

These efforts culminate in increased deal closures and revenue growth.

Ensure information accuracy

CRM tools support communication channels customers prefer, such as email, SMS, and WhatsApp. They store customer-employee conversations, ensuring transparent information sharing. Integration with other tools used by real estate managers streamlines data transfer and reduces redundancy.

Implement drip campaigns

In today's competitive real estate market, instant purchases are rare. Building trust is crucial; customers must believe sellers prioritize their needs. Real estate managers use CRM tools to drive campaigns and automate emails and messages to provide value. These communications may include home maintenance tips, updates on offers, and more. CRMs help sellers assess campaigns to further use successful ones and avoid less productive ones.

Enhance follow-up practices

Sending drip messages and running marketing campaigns isn't enough to secure real estate sales. Effective follow-ups are crucial to guide customers toward the final step: signing the agreement. CRM tools empower sales managers to schedule follow-up reminders and store communication details. This helps streamline the process for greater efficiency and effectiveness. Furthermore, CRMs assist leaders in evaluating the sales team's efforts, enabling necessary improvements.

Boosts employee productivity

Real estate salespeople are often on the move, meeting brokers and showing properties. They can't always sit at a desk to update CRM entries. Luckily, CRM tools are accessible on mobile devices, enhancing employee convenience and productivity.

How do you choose the best CRM for real estate?

When selecting a CRM for your real estate company, you should consider the following factors:

1. Contact management

The right CRM tool should allow you to track your contacts' communication, develop relationships, and manage customer data with modern views. The tool should help you attract the best leads with personalized messages, engage across channels, and close deals faster.

2. Cross-channel communication

A CRM tool that offers cross-channel communication enables you to create campaigns and centralize data. It automates customized flow in the sales pipeline and unifies customer journeys across channels.

3. Property management

The CRM tool should serve as a centralized system that solves the challenges faced by real estate agents. It should help capture prospects, prepare quotes, manage transactions, and assist in closing sales. It should allow real estate agents to use mobile versions to help them manage their contacts and transactions while on the move. 

4. Deal management 

The CRM tool should keep you on top of deals and help your revenue grow faster with AI-driven insights. It should allow you to manage all deals in your pipeline, trigger follow-ups, and use AI to predict future revenue.

5. Manages alumni relations

A CRM tool's primary purpose is to manage, track, and organize relationships so you can understand your customers better. You can engage with a prospect or customer via phone, email, or social media. All of this customer data and interactions can be managed through a CRM tool. Make sure your CRM tool supports different modes of communication to improve relationships.

6. Automating repetitive tasks

The CRM tool should help you streamline your processes, reduce repetitive tasks, and automate workflows. For example, an automated customer support desk helps automate the redundant work by scanning each support ticket. You should also be able to analyze and forecast team performance with sales analytics and make profitable decisions.

7. Customizable and easy to adapt

The CRM should be built with extensive customizations for it to adapt to your specific needs quickly. In addition, the tool should be easy to use and should be implemented quickly by your sales and marketing team. You should track and manage your sales activities. Also, you should be able to customize your CRM as per your business language and choose from multiple currencies based on any location.

8. Integration with listing services

Integration with listing services can help real estate professionals to boost sales and profitability. The CRM tool should help lower your admin tasks and processes. It should assist real estate agents in managing all the processes and documentation of real estate sales. From property listing, searching, and mapping to closing a deal, the tool should offer end-to-end support.

9. Cost-effectiveness

The CRM tool should offer a free version and flexible pricing plans, empowering you to pay as you grow.

How much does real estate CRM software cost?

Real estate CRM software usually ranges between $10-15 per user per month. Freshsales offers a free version (for up to three users) that includes many features, such as Kanban view for contacts, accounts, and deals; contact lifecycle stages; built-in chat, email, and phone; email templates; custom fields; sales dashboard; mobile app; and 24x5 support. 

In addition, Freshsales' paid plans come with features that are not offered by other players. In the paid packages, you get powerful features, such as AI-powered deal insights and next best action; AI-based forecasting insights, AI-powered contact scoring; and auto-assignment rules for contacts, accounts, and deals.

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Why a data processing tool like a spreadsheet cannot become your real estate CRM?

There are better solutions than using Excel or Notion instead of a real estate CRM. They’ll work just like a contact book but never offer what a business needs to scale. It’s simply because they haven't been designed for that purpose. Here are some reasons:

Unable to handle and relate customer data

You won’t be able to handle the associations between your customers’ data and their partners/customers in Excel or Notion. The best option is to leave it to a smart tool like a CRM. Excel and Notion are unable to understand dependencies such as those between opportunities and customers. Also, Excel and Notion do not allow you to segment and target your customers, manage reminders, or plan follow-ups.

Not suitable for marketing

Excel and Notion cannot be used to deliver marketing materials to customers. You will need a CRM tool to segment clients and use the segmented data in specific campaigns. 

Additionally, a CRM database can track campaign details such as open rate, response rate, and so on.

What's in Freshsales CRM?

Engage in contextual conversations

Your real estate agents deal with multiple prospects at a time, each at different stages of closure. And most of your potential clients expect their realtors to act as advisors throughout the buying process. As your agents juggle multiple clients, properties, and tools, getting full context about the client’s requirements in a moment becomes a struggle.  

A real estate contact management system, such as Freshsales, provides a unified view of all your clients, their ongoing deals, and interactions with your company on a single panel. The AI-powered assistant, Freddy, helps your agents prioritize prospects by ranking them based on their engagement with your business. Freddy also suggests the next best actions to take to drive conversations further. Knowing who is most interested, your agents can now view

  • Quick summary of essential information such as name, company, and contact information

  • Email and chat conversations and phone recordings with prospects

  • A chronological view of prospects’ engagement with your business

  • Upcoming appointments and tasks to be completed

  • Website activities such as pages they visited and marketing material downloaded

  • Emails and newsletters sent to them by the marketing team

And more contextual information that would enable personalized conversations to drive closure.

Learn more about real estate contact management system

Stay on top of deals and forecast revenue accurately

As a real estate company, you might have listings across the city or possibly the country. But each real estate project is unique in terms of location, features, pricing, and other offerings. Combining all your projects could lead to a crowded pipeline that clutters your view. It becomes difficult to prioritize, manage, and track these listings’ progress becomes difficult, and you could miss out on high-value deals.

Freshsales, the premier real estate CRM, allows you to create multiple pipelines based on your preference. The AI-powered assistant, Freddy identifies and tags deals with “Likely-to-close,” “Trending,” “At-risk,” and “Gone cold” based on recent activities. This helps your real estate agents to prioritize their pipeline better.

You and your agents can get insights into every stage of the deal attached to a property, forecast sales, identify bottlenecks, and decide where to focus your efforts better. 

Find out how you can stay on top of your pipeline with a free real estate CRM

Tailor for your business

As your company grows with the ever-expanding list of properties, you need a real estate CRM that grows with you.

A real estate CRM like Freshsales also provides a modern UI that is easily customizable by your agents. 

  • Create the views you want in a click - choose between List view, Table or Kanban view

  • Have all the client data you need at your fingertips, and get more work done quickly

  • Organize customer data the way you want and perform your daily tasks faster than before

Freshsales also allows you to create custom modules—a dedicated space to capture and track information about your business solutions.

For example, as a real estate company, you could create a custom module for your property listings with each property’s description, pricing, discount structures, etc. As your properties grow, you could update this module, which gives each property's status. You could further tailor this module by: 

  • Creating custom fields to store relevant data, such as “square foot” to capture the size of a property

  • Establishing a link with other modules. For example, ‘Contact interested’ can be linked to the contacts module to show you the prospects interested in the property

  • Assign realtors to every property on the module

  • Configure module-level permission based on hierarchies and roles

Learn how you can customize the CRM

Capture clients into the CRM automatically

Your prospects may pour in from different channels. While some may browse through your website for properties and chat with your realtors, some may just fill up a form or write an email asking for more information. 

Manage prospects from different sources on a real estate CRM software, like Freshsales, that automatically captures the clients’ information. Once the leads are captured, their social and public information are auto-enriched. Now, your agents can directly jump into action, armed with the primary information they need.

Freshsales real estate CRM can also auto-assign your prospects to the right agent based on geography, lead source, etc., in a fair and round-robin fashion. Now, you do not only get rid of manually assigning leads, but you can also boost your lead response time.

Boost productivity with powerful automations

How often have you seen real estate agents perform the same tasks repeatedly? Whether it’s mailing buyer contracts or making follow-up calls for payments, timeliness and consistency are key. Freshsales for real estate agents come with automation capabilities allowing the system to:

  • Schedule follow-up calls and emails for different scenarios, such as payment, prospecting, official document requirements, etc

  • Choose from pre-designed workflow templates to automate routine tasks

  • Create and schedule automated, yet personalized newsletters and emails

  • Create tasks, reminders, and appointments

  • Seamlessly move deals across the pipeline

  • Update contact fields

  • Send invoices

And more, while your realtors can spend more time selling properties. 

See what else you can automate using our intelligent workflows 

Take smart decisions with insightful analytics

To make any critical decisions, you’ll need to know your team’s capability—top performers, targets vs. achieved, campaign performance, website traffic, etc. Knowing this helps you identify bottlenecks, find the reason for lost deals, or optimize your website. 

Freshsales software for real estate gives you real-time insights into business-critical metrics in a single dashboard and analyzes performance. You can create custom dashboards for sales to view the numbers at a glance anytime or automate sending the reports to your inbox at regular intervals. 

Find out how you can generate insightful reports

Access client data on the move

A typical day in a realtor’s life requires him/her to be on the move, even while responding to phone calls, sending emails, and attending open houses.

CRM that is also available as a mobile application that can help your agents be more productive.

Freshsales comes with an iOS and Android mobile app that allows realtors to

  • Know what properties and prospects to focus on each day

  • Stay up to date with real-time push notifications

  • Filter prospects by last contacted time, activity type, and more

  • Check-in at sales meetings and open houses to confirm their presence and keep the team in the loop

  • Add voice notes, and create tasks and appointments.

  • Book an Uber to the meetings.

All of this right from within the mobile real estate CRM.

Any change on the mobile app automatically syncs with the web application, so you can be assured that your information will always be up to date.

Find out more about the mobile app for a free real estate CRM

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FAQ

What is real estate CRM software?

Real estate CRM software is designed to help real estate professionals such as agents, brokers, and property managers. It helps them manage interactions with their clients and prospects. It streamlines various aspects of real estate operations, such as lead generation, client management, and property listings.

Which CRM is the best for commercial real estate?

The best CRMs for commercial real estate are Freshsales, Monday CRM, and Pipefy.

Which are the best free real estate CRMs?

The best free real estate CRM tools are Freshsales, HubSpot, and Pipefy.

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