Featuring the Best Real Estate CRMs for 2016
Over the last few years AgentsBoost most read posts have been “The Best Real Estate CRM Systems for Realtors in 2015” and “Review of the Best Real Estate CRMs for Realtors in 2014“. This year we have dug deep (as well as listened to your suggestions) in order to bring you all new best of the best Customer Relationship Management systems for agents in 2016.
So many agents experience challenges with managing all their leads and contacts throughout their real estate careers. The new class of CRM’s promise to improve agent’s business, but so many agents are slow to adopt a CRM according to the NAR 2014 member profile.
So here we go…
HubSpot was founded in 2006 as a result of a simple observation: people have transformed how they live, work, shop, and buy, but businesses have not adapted. This mismatch led Brian Halligan and Dharmesh Shah to create the vision for the inbound experience and to develop HubSpot’s platform to support it. With our powerful, easy to use, integrated set of applications, businesses can attract, engage, and delight customers by delivering inbound experiences that are relevant, helpful, and personalized. HubSpot is, after all, on a mission to make the world more inbound, one business transformation after another.
From attracting visitors to closing customers, HubSpot brings your entire marketing funnel together. Less hassle, more control, and an inbound marketing strategy that actually works.
Price range: $200 – $2400 / month
REthink, which began as a CRM tailored for agents and brokers, has evolved into a full-blown real estate business management solution for commercial and residential, with features for virtually every person in the firm.
Most of them have worked in real estate. Many of them are licensed agents and brokers. Some of them come out of the IT organizations of really big firms. But in the end, they are career software people. And that’s actually a really good thing for you.
As career software people, they think about product design differently. They build products differently, and better. And they bring a very different approach to making their clients successful. Over half of their people are dedicated to client care. Business analysis, training, tech support, account management. They get your business. But they really get business software. That’s precisely the combination you should be looking for.
Price range: $79 per user, per month (Subscription fee paid annually)
Make more calls
Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Lead activity information pops up as soon as the phone rings so the data you need is always at your finger tips!
Say NO to data entry
We hate data entry as much as you do, so we tried our hardest to help you avoid it. With auto-logging of calls, emails, and activity you can spend more time closing deals instead of entering data.
For sales people, by sales people
Close.io was born in Elastic’s Sales lab after our sales people became frustrated with the inefficiencies of existing CRMs. We designed Close.io with the goal of making sales people as efficient as possible.
Price range: $65 – $165 / user / month
Base is a next-generation sales productivity platform. No gimmicks. No fluff. Just powerful sales tools that will impact your business. Here’s how they get it done for you.
The days of buying eight different software products to manage your sales team are long gone. Trying to hook your CRM with your email, phone dialer, sales reporting package, lead scoring ….it’s a headache you could do without. Base is built by people who understand how frustrating this can be. That’s why they are the only platform that includes everything you need to run a sales team, in one place.
It’s this kind of thinking that led them to create the number one rated mobile sales apps for iOS and Android. Base mobile apps are beautifully native, dynamic and visual, built for the mobile salesperson. They challenge you to find a better mobile selling experience. Now they don’t like to brag – not explicitly at least – so they’ll just let the reviews speak for themselves.
Speaking of beautiful, they think sales reports should be visually engaging and come pre-built, ready to answer your questions. That’s why they deliver reports out of the box, meaning there is literally zero setup required on your part for world class reporting. No other product provides this depth of critical reports. All you have to do is start using Base, and they’ll do the rest.
Base puts your data to work for you. Data from each customer interaction is automatically tracked to deliver insights that go beyond your typical sales report. Don’t worry, this data won’t just sit on a server and collect cyber dust – they wouldn’t waste good server space for that. They will use their unique data architecture to connect the dots between each customer interaction to proactively deliver the insights that grow your business. You won’t get this anywhere else.
And while other companies pass you on to a third-party consultant who bills by the hour, that’s when they get to work. No wonder Gartner reports that only 20-40% of CRM implementations are successful. They own the entire implementation process and their inhouse team has a success rate of 97%. And it’s faster than the standard third party implementation. Working with someone who cares about your business’s success makes all the difference.
Price range: $25 – $125 / user / month
Infusionsoft started as a small business, and more than 50% of their employees have owned or worked at a small business. Their love for small businesses is at the core of their culture (along with their values). Hear their Founders’ story to learn more about our humble beginnings, and see what’s behind their award-winning culture.
At Infusionsoft, they’re dedicated to helping small businesses succeed. Being part of the Infusionsoft team means championing entrepreneurs and fighting for small business success.
Their software, services and educational content help small businesses get organized, grow sales and save time. By combining sales and marketing tools in one system, they help entrepreneurs save time and simplify operations.
More than 30,000 small businesses thrive with Infusionsoft. Their educational content and Lifecycle Marketing model provide a step-by-step framework for attracting traffic, increasing sales and delighting customers.
They have a thriving ecosystem of partners who share their passion for helping small businesses succeed. Together they are striving to make a profound impact on the lives of small business owners around the world. Industry experts, news media and small business owners have recognized their company, culture and products for the impact they have on the small business community.
Whether it’s one-on-one training at our headquarters or high-energy networking at their annual conference, ICON, they create unique opportunities for entrepreneurs to grow, share ideas and connect as part of a larger community. Infusionsoft leaders are a group of innovators, marketing experts, tech geeks and small business nuts.
Price range: $199- $599 / month
Pipedrive roots are in direct sales. As sales managers and trainers, two of the co-founders experienced an increasing amount of pain with CRM software. There simply was no good solution for managing the company’s sales pipeline.
So in 2010 they teamed up with talented developers to create Pipedrive, a simple and yet powerful tool for managing sales. Today their software is used by more than 10,000 customers around the world. They have offices in New York and Tallinn, Estonia.
They’ve raised more than $13.4 million from Bessemer Venture Partners, Paua Ventures, Rembrandt Venture Partners and others to fuel their growth and they’re proud to be part of AngelPad alumni.
Price range: $12 / user / month
Stop letting opportunity fall through the cracks. Get all of your data and communication organized in one place that’s accessible from anywhere.
Every minute counts. Nutshell has powerful salesforce automation tools, reporting, lead distribution, and other key features to make you more productive.
Customer relationships don’t end after the sale is made. Nutshell helps you keep in touch with your customers so you can nurture customers into advocates.
Price range: $20 / user / month (billed annually)
eEdge is the real estate industry’s first and only complete lead-to-close agent business solution – including lead management, contact management, a marketing library and a paperless transaction system. All your contacts and data feed straight through the system – no double entry, no multiple log-ons.
Price range: $15 user / per month then $99 the next year to upgrade to Pro
Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done.
Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak.
Works with Google Apps
Streak connects securely to Google Apps. Use work, personal, and school Gmail accounts.
Easy On the IT
No engineers or consultants necessary to implement Streak. Download the extension and get back to work in under a minute.
Based in the Cloud
Access your information in Streak from any computer. And keep working while on the go using our mobile App.
Change your workflow on the go – no coding. Change your process as your business evolves.
Price range: $19 – $119 / user / month
#10 Trulia One
A smarter way to manage your receipts and documents
- – New mobile CRM platform empowers every agent to better serve consumers from anywhere
- Now agents have a single platform to generate, manage and market all of their leads from any source
- Platform will be available to more than 600,000 agents in 2015
The new product is available in two editions. Trulia One is the real estate industry’s most comprehensive free CRM platform and includes contact management, mobile lead alerts, and a unified inbox. Trulia One Elite—the $99 Premium Edition—includes all of the features in the free version plus additional services such as robust marketing campaigns, agent-branded consumer websites, an elite badge and sales coaching. Both versions of Trulia One will be generally available in early 2015. A select group of Trulia customers will be a part of the Trulia One beta group in December 2014.
Price range: $99 ++
#11 One Cavo
Maximize Lead Conversion
Maximize lead conversion opportunities by letting us respond to every internet lead in less than 10 minutes, scrub and qualify each one, and “warm-transfer” them to an agent seven days a week. Timely. Consistently. Professionally. Courteously.
Obtain comprehensive reports on lead progression, conversion rates, agent responsiveness, consumer feedback data, and more. With our system, you can pull, sort, and export on-demand reports easily. Flexible. Configurable. Customizable.
Insert your current lead data to see how your return on investment can improve with the help of One Cavo’s customer support and lead management services.
#12 Sales Horse Riders
Get Unlimited Sales Leads, Mailing Lists, Email Lists. Search, select & download from over a hundred databases and save thousands of dollars.
- Unlimited Sales Leads, Mailing Lists & Email Lists
- Unlimited C-Level Contacts
- Free Contact Manager Software
- Free Project Management Software
- Import Your Own Contacts
- Role Based Access
Price range: $9 per month
#13 Snap Force
Account Management in Snapforce is made simple, but powerful.
- Manage and track your business accounts efficiently.
- Communicating with customers, prospects, vendors, affiliates has never been easier.
- Every interaction is logged and easy to manage.
- Snapforce CRM removes redundancy and eliminates missed opportunities.
Opportunity Tracking for management and the individual agent.
- Manage and track the contacts working the deal.
- Create, send, and manage price quotes quickly.
- Set expectations for individual agents.
- Convert closed-won opportunities into orders with one click.
Custom Dashboards provide a powerful interface for building analytical reports.
- Measure and track performance with custom dashbaords.
- Forecast company sales with sales pipeline reports.
- At a glance dashbaords keep you on top of important sales metrics.
- Use sales leader boards to quickly see which agents are closing the most.
Event Management & Scheduling.
- Schedule events directly from individual records.
- Snapforce Calendar is integrated with Google Calendar, Outlook Calendar, and most other professional calendar softwares.
- Create group calendar’s for individual employees or departments.
- Send calendar invites, reminders, and share events with clients.
Price range: $25 – $60 / user / month
#14 Go Connect
For agents on the go
Over 10,000 agents are already using GoConnect – a gorgeous, free app for real estate agents to manage transactions and leads. Designed from scratch for mobile devices, GoConnect is the best real estate CRM for busy agents on the go.
Setup in 30 minutes
We believe good software should just work and we built GoConnect to be intuitive. But just in case you get stuck, we are constantly creating training videos walking you through our main features…Start with the videos at the bottom of this page.
Right tasks at the right time
Not ready for a task when it pops up? Get it off your list. Reschedule it with a swipe and a click. Nothing is more frustrating than a cluttered checklist. GoConnect helps you prioritize your real estate tasks.
For Agents, by Agents
We are not software geeks. We are real estate agents. This app was designed, built, and tested by agents who get it. If you are looking for hundreds of cumbersome features, you won’t find them here. If you are looking for a simple, beautiful app for your real estate checklists, this is it.
#15 Leading Agent
Leading Agent is a very diverse team. Bringing a unique spin and skill set to the equation, their team, though diverse shares a few common factors: They share an insane work ethic, they eat, sleep, and breathe marketing and branding, and they practice what they preach, developing their own brands in their Brand Incubator®.
Taking into consideration that every project is different, their process is to evaluate each project individually and then build a team around it. Dubbed by some as “The Hollywood” model, this work process allows them to hire what they need, when it is needed, and shrink what they don’t need, when it’s no longer necessary.
Their principals have years of experience in Design, Branding, Identity and end-to-end Marketing Solutions. Leading Agent represent sole proprietors and multi-billion dollar corporations.
Price range: $50 – $80 / user / month.
PlanPlus Online for Real Estate is an all-in-one system for managing clients, following up with leads, email marketing, transaction coordination, and document management.
It includes planning and time management features such as a Mission Statement Builder, quick prioritize wizard, and goal planning features that are unlike anything else on the market. It is cloud based, works from any browser or mobile smartphone and is one of the the most customizable online real estate crm software solution on the market today.
Price range: $35.95 – $45.99 / user / month ($299 /month / 5 users paid monthly)
#17 Realty APX
A Complete Property Sales Solution
ARealtyAPX aim to alleviate all the pressure and stress of managing the business of a Broker or an Agent and let you focus on making money doing what you do best — Real Estate.
By providing helpful tools to make the home buying and selling process easy and to streamline the management of your business through their available software and services, they strive to facilitate a complete property sales solution. They uphold the strictest standards of competency and professionalism within their organization and aspire to provide their clients and their customers exceptional service.
#18 Shark Agent
Contact/Lead Management. Task & Work Flow Management. Effective Dates. Birthday. Emails. Notes.
The power of Shark Agent Workflow Platform lies in its flexability to handle everything from the most common systems to more sophisticated, conditional based workflows for your entire team, making your brokerage or personal practice more productive and efficient.
Email Drip Campaigns, Mass Emails & Monthly Newsletters
No need for a separate email marketing software. While nothing should ever be a ‘set it and forget it’, Shark Agent has come as close as you’ll ever want to be in having a software solution managing the heavy lifting. Leaving you and your team more time to write business. As soon as a Lead comes into Shark Agent, marketing automation kicks in with email drip campaign is trigger and and monthly newsletters
Leads Delivered to you daily.
With Shark Agent, Real Estate’s best Expired, FSBO, and Pre-Foreclosure leads in the industry are scrubbed and waiting for you every morning, ready to be converted to qualified prospects.
- Contact Management
- Email Marketing
- Transaction Management
- Brokerage Management
- Lead Import Wizard
- Lead Assignment
- Listing Management
- Action Plans
- Document and Media Storage
- Data Analysis
- Task and Calendar Management
- Access from anywhere and anytime.
Fast paced real estate professionals are in need of tools that help foster customer relationships at any time and place. Propertybase goes where you do so you can stay on top of your day and stay in touch with your clients.
Price range: $19.99 – $80 / user / month ( $199.99 / user / year)
Think you can put a few of these to good use? Please feel free to drop a comment below with some of your favorite CRMs.
Strength and courage,
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