Written by Zara Chechi Reviewed by James Macey Updated on 26 January 2023 On this page The Benefits of a Real Estate CRM The 5 Best CRMs for Real Estate 1. Monday.com 2. Salesforce 3. Pipedrive 4. Zoho CRM 5. Less Annoying CRM Expert Verdict How We Test CRM Systems FAQs Expand Our site is reader-supported – by clicking our links, we can match you with a potential supplier, and we may earn a small commission for this referral. A CRM system can help your estate agency reach its goals much faster. There’s nothing worse than having potential leads and sales, and having it all fall through the cracks because it’s just so hard to stay organized and on top of everything. The overall best CRM for real estate agencies is Monday.com, but we’ve also reviewed four other top systems that might be more suitable for you. Choosing the right system is vital to ensuring you make the most out of it – that’s why we’ve narrowed down the search for you, and made it easier for you to find.These fantastic CRM systems help to organize your data, sales, and leads into information that’s easy to digest and use. They make it easier to follow up, track, and monitor data in real-time. You’ll never have to worry about what’s happening with a particular lead or sale again. Read all about our expert picks below, or use our free quote tool to be matched with trusted suppliers. Just give us a few brief details, and we’ll do the rest. You’ll be contacted with tailored, no-obligation quotes so you can make a fully-informed decision. Provider Best Pricing per user, per monthFree TrialExpert Rating Monday.com Overall CRM for real estate $0 – $3914-day trial 4/5Salesforce For large real estate businesses$25 – $30030-day trial 4/5Pipedrive Lead monitoring US$14 – US$99 14-day trial 3.5/5Zoho CRMFor businesses looking to scale C$0 – C$8130-day trial 3.5/5Less Annoying CRM For small real estate businesses $15 30-day trial 3/5 The Benefits of a Real Estate CRMLead Generation BoosterCRMs help to boost lead generation, and the CRM systems we’ve chosen for real estate will help provide you with clear, easy insight into tracking leads. Your agents can accurately track leads, opportunities and property deals. In the overwhelm of day-to-day tasks, it can be easy to let a potential property lead slip away – CRM systems bring the most relevant lead and sales information to the forefront, to provide your real estate team with the easiest and most effective way to deal with leads. Your lead generation will depend on the size of your business, which is why we’ve included various options from Salesforce, which is great for businesses needing tons of customization, to Less Annoying CRM, built specifically for small businesses. Automatic WorkflowsCRM systems can help you automate workflows. You can customize these workflows within your system, and assign certain individuals to specific workflows and tasks. Doing this also allows management to stay aware of progress, and the stage a particular workflow is at. By creating standard workflows, you’ll find that day-to-day tasks run a lot smoother, and there’s greater organization and increased productivity. The more customizable and advanced workflow processes are, the easier they fit into any stage of your business, whether that’s sales, marketing, or customer service. Marketing CRM systems provide important data that can be used for marketing, however, this really comes to life when integrated with a marketing solution. Some CRM companies, such as SugarCRM, offer marketing solutions, which can then be utilized to run effective marketing campaigns. Being able to integrate marketing with a CRM system allows your business to accurately track and collect data on the property market, trends, and customer needs. Integrating the two systems provides more comprehensive customer data, allowing you to create more targeted campaigns. Better Customer ProfilesAs a real estate agency, customer profiling is key to improving marketing and increasing sales. The more you understand your customers, the better you can provide them with exactly what they’re looking for. Customer profiling allows you to take data about your customers and develop a profile that will help you to accurately tailor your marketing campaigns. When you can understand the factors that drive your customers, your sales team can develop neater tactics. The 5 Best CRMs for Real Estate 1. Monday.com – Best Overall CRM for Real Estate Monday.com is suitable for businesses of all sizes – with an intuitive interface and centralized database, it’s a great choice for those wanting an easy-to-use system. Monday.com includes automations, which make admin tasks a breeze, and you can set up workflow automations to increase efficiency and productivity. According to some users, Monday.com’s automations can take some time to set up, but once they are, they work well. Monday.com offers a 14-day trial without requiring credit card details, providing you with an easy way to figure out if this system is right for your real estate business. The system has prebuilt options, meaning it can be set up quickly. For real estate businesses, lead management is key to success. Monday.com provides an easy way to view leads and their current status. You can easily see who needs to contact a lead next, providing an easy and productive way to manage leads. Users have reported that customer support is great, which means you never have to worry about getting an answer to your question or query. ★ ★ ★ ★ ★ Pros Great lead management Easy to use Good customer service Cons Automations take some time to set up Monday.com’s pricing:PackagePrice (per user, per month)Free$0Basic$18Standard$23Pro$39EnterpriseBespoke – contact Monday.comMonday.com’s free version allows for up to two users, and each paid version allows for an unlimited amount. If you’re a new or small business, the free version can still work great for you, although as your business grows, you can scale the system alongside it. The lower end of the paid versions are still super affordable, and the fantastic features the system provides is one of the main reasons we recommend it as our overall favorite for real estate. 2. Salesforce – Best for Large Real Estate Businesses Salesforce is one of the most comprehensive CRM systems on the market and is suitable for large or multi-layered businesses. If you run a well-established real estate company, you’ll find this system will suit you well, as it provides lots of room for customization. The system is intuitive, flexible and straightforward. Workflow automation is easy with Salesforce, as it provides simple point-and-click tools to automate business processes such as organizing property viewings. This automation allows for greater efficiency and productivity. You can set up automation to be triggered based on actions such as user activity and time. Salesforce gives you the ability to manage leads in a clever and effective way. You can track insights, reports, and the ability to track an opportunity at every stage. As a property deal progresses, you can assign and manage tasks. Plus, you can easily view the entire team’s schedule. ★ ★ ★ ★ ★ Pros Most comprehensive CRM available Highly customizable Workflow automation Cons Annual billing can be limiting Expensive if you want more features Salesforce Pricing:PackagePrice (per month)Essentials $25Professional $75Enterprise $150Unlimited $300 3. Pipedrive – Best for Lead Monitoring Pipedrive is a unique CRM system that provides a clear view of your team’s sales process. The system centers around the sales pipeline, so you’re always able to clearly see what stage a sale is at. This clear visual provides your real estate team with the ability to easily complete important tasks, and reduce the chances of missing a deadline or opportunity. As tasks are completed and a property deal moves along, performance is monitored in real-time, which means you can always keep track of progress. If it seems like processes aren’t running quite as smoothly, you can adjust as necessary, leading to improved performance. Insightful analytics give you a clear view of important data. Pipedrive provides automation for admin tasks, giving your agents time and resources to use in other areas. Pipedrive also integrates with third party apps such as MailChimp, GoogleApps and Trello, helping to improve efficiency and boost productivity by giving you one platform to run your business from. ★ ★ ★ ★ ★ Pros Clear visuals on sales progress Integrates with third party apps Cons Limited functionality for pricing Pipedrive’s Pricing:PackagePrice (per user, per month)Essential US$14Advanced US$29Professional US$49Power US$64Enterprise US$99Pipedrive’s pricing is billed annually and is per user, per month. Pipedrive offers a 14-day free trial, no credit card required, which means you can check it out without getting sucked into a contract. You can change plans or include add-ons at any time, making the system work for your business. 4. Zoho CRM – Best For Real Estate Businesses Looking to Scale Zoho CRM has an easy-to-use interface, and it’s also easy to set up, so you can start using it almost instantly. Zoho CRM is scalable, which means it grows alongside your business. It integrates seamlessly with third-party apps such as Slack, Dropbox, and Office 365. You can also integrate the system with other Zoho apps, creating a comprehensive system. The system is very customizable, although if you’re not super tech-savvy, you might find it tricky. You’ll have the ability to create custom forms, layouts, and views, tailoring the system to work for your business. When you first set up Zoho CRM, you might find there’s a lot of customization involved, so if you’re not comfortable with this, it might not be the best fit. Some users have reported that Zoho’s customer support is not great, as it can be difficult to find the help you need. If you need consistent and strong support from your provider, this might not be the best system for you. Zoho CRM is fairly affordable, however, so the trade-off may be worth it for your business. ★ ★ ★ ★ ★ Pros Clean, intuitive, easy-to-use interface Free for up to three users Flexible, monthly subscription Cons Poor customer service Occasional lags and bugs Zoho CRM’s Pricing:PackagePrice (per year)Price (per month)Free C$0C$0Standard C$19C$25 Professional C$31C$44Enterprise C$50 C$63Ultimate C$65 C$81 5. Less Annoying CRM – Best for Small Real Estate Businesses Less Annoying CRM seems to have been named based on its simple and straightforward system. Built for small businesses, this platform is easy-to-use and affordable. Customization is easy, but if you do run into trouble, you can call the provider and they’ll help you out. The simple interface means you can view everything from one screen, including notes, tasks, events, files, and pipeline information. Plus, its simple search feature means you’ll never lose another potential buyer again. This CRM system provides a simple lead report, giving real-time information on every lead in your pipeline. This provides you with easy insight into the status and priority of a lead, and gives your team the ability to easily follow up with a lead. Less Annoying CRM is completely web-based, which means you can access it from anywhere in the world, as long as you have an internet connection!Less Annoying CRM’s servers are hosted on Amazon.com’s infrastructure, and it keeps two different types of backups plus several copies offsite, ensuring all your data is kept safe. ★ ★ ★ ★ ★ Pros Simple and easy to use No steep learning curve Affordable Cons Basic reporting features Less Annoying CRM’s Pricing:$15 per user, per month You can try Less Annoying CRM out for 30 days, risk free. Once your trial is up and you want to become a paying customer, you won’t be hit by any hidden fees or contracts. This flexibility means you won’t be limited to paying annually, or being stuck in a contract. Expert Verdict We’ve given you the best of the bunch, making it easier for you to find the right CRM for your real estate business. CRMs make tracking leads, prospects, and sales a breeze. You can easily follow up, track progress, and tick off tasks alongside all the other handy features a CRM system provides. This includes relevant customer data collection, workflow automation, and marketing campaigns. There’s lots of moving parts to a real estate business, and you want to choose the right system in order to ensure yours runs smoothly. Whether you’re a startup or a well-established business, there’s a CRM system that’s right for you. If you’re not yet set on one of the systems above, you can use our handy quote tool to be matched up with trusted CRM providers. They’ll contact you with tailored, no-obligation quotes, and best of all, it’s completely free. How We Test CRM Systems for BusinessesWe tested 13 market-leading CRM systems to evaluate them in terms of functionality, usability, cost, scalability, and more so we can make the most useful recommendations to Canadian businesses.Our rigorous testing process means these products have been scored and rated in six main categories of investigation and 13 subcategories – in fact, we covered 84 areas of investigation in total. We then gave each category score a ‘relevance weighting' to ensure the product's final score perfectly reflects the needs and requirements of Expert Market readers – and that's our product testing algorithm in a nutshell!Our main testing categories for CRM systems are:Features: the functionalities and capabilities provided by the CRM software, such as contact management, lead and opportunity tracking, and task and activity management.Help and Support: the resources and assistance available to users when they encounter issues or require guidance while using the CRM software.Customization: the ability to tailor the CRM software to suit the specific needs and processes of the organization, e.g. customizing fields, layouts, and workflows.Scalability: the ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.Price: the cost associated with using the CRM software. It includes factors such as licensing fees, subscription plans, and additional charges for add-on modules or features.Team Structure – Sales CRM: determining if a platform makes it easier to manage large sales teams, including team dashboards, team hierarchies, and team inboxes.Usability – Small Business CRM: assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience. FAQsWhat Is the Easiest CRM to Use?The easiest CRM to use from our top picks are Monday.com, Less Annoying CRM, and Zoho CRM. These CRMs all have an intuitive and easy-to-user interface. Less Annoying CRM was built specifically with small businesses in mind and is a no-frills, straightforward system that gets the job done. Monday.com and Zoho CRM are more comprehensive systems however they are also simple and easy-to-use and provide a great user experience. The lack of a steep learning curve with these systems means they’re great for those who aren’t tech-savvy or who don’t want to spend a lot of time training or ironing out any kinks in setting up a new system. The more straightforward the system, the quicker you can get things running. Do Real Estate Agents Need a CRM?Yes, real estate agents need a CRM as they provide the ability to organize prospects, track leads, follow up important tasks, manage sales, and keep a close on everything that’s happening all from one place. Important information is kept on the system, and can be accessed at any time. You can also maintain a relationship with past clients and nurture future referrals. Being able to automate a lot of admin tasks frees up your agents’ time, and gives them the resources to focus on super important tasks. How Should I Choose a Real Estate CRM?Here are some things to keep in mind when choosing a CRM:BudgetThe size of your businessEase of useCustomizability Marketing features These are some things that will help you narrow down the right system for your business. Although real estate businesses tend to have similar general needs, each business is unique and operates in its own way. Written by: Zara Chechi Business Services Expert Zara is a Payments Expert, specialising in writing about Point of Sale systems. With a Law Degree from City University of London, she has used her legally-honed research and analytical skills to develop expertise in the Business Services world. Featured in FinTech Magazine, she quickly became an expert in payroll, POS systems, and merchant accounts. Reviewed by: James Macey Senior Business Software Researcher James thinks all businesses can improve if they use the right technology. At Expert Market, he utilises his 4+ years experience as a researcher to offer specialised advice on a wide range of categories from CRM to Fleet Management.