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Top 3 CRM Tools for Real Estate based on 6000+ Customer Reviews


Only 1/3 of real estate agents feel that they have the tools and skills needed to run a digitally transformed business, according to a Deloitte survey. What about the rest of the group?

In this article, we’ll examine the finest CRM for real estate agents so you can take a more informed approach to your company’s technological transformation.

We have looked at over 6,000 evaluations to come up with this list of the top CRM for real estate.

Table of Contents

What Is CRM for Real Estate?

Real estate CRM software automates, analyses, and optimizes sales, marketing, and customer support processes by centralizing and integrating all relevant activities and workflows into a single system.

Top broker CRM was created to make day-to-day work easier, freeing up time and thoughts for new business ideas and building relationships with existing and potential clients.

Real estate agents can use CRM to prioritize work, manage leads, contacts, and data, monitor critical activities, and effectively report on activities all inside one system.

With CRM for realtors, you may keep track of the properties you work with, leases, sales comps, and other specific information like information about landlords, tenants, and so on.

Brokers can use the best real estate CRM systems to keep track of customer correspondence and keep it all in one place, reducing the chance of losing or missing important information. Social Listening tools should be used to keep a continious check on all the channels.

Key Benefits of CRM for Real Estate

Brokers laud the following real estate CRM features the most, regardless of whether it’s a cloud-based or on-premises platform:

  • Consolidated and easily managed database 
  • Optimized email marketing automation efforts 
  • Integration with the Multiple Listing Service (MLS) and other third-party technologies 

However, each individual in the real estate market, such as real estate agents, investors, or mortgage lenders, might benefit from implementing a CRM system. 

What Features Real Estate CRM Should Have?

The following are some of the most common characteristics of the top CRM systems for real estate agents:

  • Contact management capabilities enable segmentation and categorization of contacts and leads by kind, referral status, preferences, and more, and can be categorized by filter fields or tags in the best CRM systems for real estate agents.
  • Realtors can use email management systems and templates to automate the sending of emails while keeping them personalized. They also assist brokers with the creation and submission of proposals, as well as drip email marketing.
  • Using a mobile application, real estate agents may access their data, and contacts, and track all key actions from any location on the planet with an Internet connection, allowing them to be more location and resource independent. 

What Tools Should a Top CRM for Real Estate Agents Have?

  • Listing management tools for property tracking and management, allowing for a more perfect fit with the needs of clients
  • Data deduplication solutions to limit the amount of trash data
  • Document management tools for optimal document exchanging and sharing
  • Integrability with third-party technologies to integrate all relevant systems under one CRM; 
  • Collaboration features for productive and secure communication and engagement;
  • A user-friendly interface and customization/configuration capabilities allow you to customize real estate CRM software to your brokerage’s specific needs and assure user acceptance.

Top Real Estate CRM Software

  • AscendixRE
  • Wise Agent
  • Pipedrive

Year of Foundation: 1996
Headquarters: Dallas. TX
Average Rating: 5/5 (According to 141 reviews on G2, AppExchange, and FeaturedCustomers)
Yearly Revenue: 
Training:  In-Person, Webinars, Documentation, Live Online
Languages Supported: English

  • Salesforce License
  • Account, Contact, Inquiry, and Deal Management
  • Properties, Listing, Availabilities, Preference Tracking, Lease, Sales
  • Multi-Family Functionality
  • Property Image / Photo Support
  • Prospective Properties/Investors Related to Deal
  • Workflow/Process Automation
  • Transaction Management
  • Property Alerts
  • and more

AscendixRE Key Features:

  • Contact & Account Management
  • Prospecting Tools
  • Email Marketing
  • Mass Records Update & Editing
  • Lead Management
  • Calendar & Contact Sync
  • Dashboards & Reporting
  • Data Deduplication
  • Data Management
  • Custom Fields
  • and much more

AscendixRE is a commercial real estate CRM that allows you to manage all of your properties, leases, listings, deals, contacts, accounts, and activities from one central location. AscendixRE is a type of omnichannel solution provider.

It is the only real estate CRM software that is available on both and Microsoft Dynamics 365, and it is developed exclusively for brokerages to streamline deal flow, simplify property, contact, and account search and reporting, and augment report development and distribution. 

2. Wise Agent

Year of Foundation: 2001
Yearly Revenue: $18 Million
Headquarters:  Fountain Hills, AZ
Average Rating: 4/5
Training:   In-Person, Live Online, Webinars, Documentation
Languages Supported: n/a

  • Complimentary 30-day Trial Account
  • Contact Management
  • Transaction Management
  • Lead Automation
  • Drip Marketing Campaigns
  • Unlimited In-Software Document Storage
  • Two-Page Monthly Newsletter
  • Free Training
  • 24/7 Support
  • Complimentary Guided Setup Process

The Wise Agent Key Features:

  • Calendar Management
  • Contact Management
  • Document Management
  • Transaction Manager for Dates, Details, Parties Involved, Notes, Documents
  • Email Marketing
  • Lead Management, Segmentation & Automation
  • Listing Management
  • Property Management 
  • Landing Pages & Website Management
  • Lockbox Tracking (codes, locations, serial numbers)
  • Drip Marketing Campaigns
  • Free Live and Online 24/7 Support
  • Unlimited In-Person, Webinars, Documentation, and Live Online Training
  • Social Media Enhancement & Campaign Management
  • Interaction & Referral Tracking
  • Property Alerts
  • Reporting Tools
  • Referral Tracking

Wise Agent is a powerful full-featured real estate CRM software for agents. It allows you to manage and gain better visibility into the information of your contacts, allowing you to keep track of their rank, status, alternate/additional addresses, spouse information, and more all in one spot.

3. Pipedrive

Year of Foundation: 2010
Yearly Revenue: 
Yearly Revenue: 
Headquarters: New York City, NY
Average Rating: 4.4/5 
Languages Supported: German, English, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, French
Free Trial: Yes, a free trial is available

  • Custom pipeline and stages
  • Custom fields
  • Activities and calendar view
  • BCC email inbox
  • Customizable dashboard
  • User and company goal setting

It is followed by an Advanced plan, which includes the following features:

  • Real-time matching inboxes
  • Email opens and clicks
  • Email and task automation templates
  • Custom email and task automation
  • Identify important fields
  • One-click data enrichment
  • Custom user and admin permissions

Pipedrive Key Features:

  • Privacy and security management
  • Prospecting Tool
  • Lead Capture, Segmentation, Scoring & Nurturing
  • Live Chat
  • Churn Management
  • Feedback Collection & Negative Feedback Management
  • Survey/Poll Management
  • Calendar/Reminder System
  • Quotes/Proposals
  • Territory Management
  • Internal Chat Integration
  • Call Recording and Call List Management
  • Business Card/Badge Scanning
  • Online Forms
  • Prospecting Tools
  • Client/Property Matching
  • Geo-Targeting
  • Website Visitor, Time on Site, Pageview, Referral Source Tracking
  • Customizable Branding
  • Collaboration & Meeting Management
  • Goals/Quota Management
  • Sales Trend Analysis, Modeling & Simulation

Pipedrive is another popular real estate CRM option, and it was created to bring the CRM experience together for users. Pipedrive allows users to organize offers in pipelines and alter stages to meet their sales cycle, as well as interface with third-party tools such as Trello, Asana, and Slack.

Furthermore, this real estate CRM includes a Live Chat feature with ChatBot integration as well as reliable Gmail syncing.


1. What exactly is CRM?

Customer Relationship Management (CRM) is a technical platform or software that enables managing a brand’s relationship or interactions with current and potential customers easier.

2. How can a CRM assist in the conversion of leads?

Because of its automated features, a CRM like Sell. Do boost the odds of lead conversion. It gathers leads across all platforms automatically, scores them based on interactions, and delivers automated nurturing/drip marketing mailings to leads based on their stage. All of these characteristics ensure that a qualified lead is contacted with the appropriate message at the appropriate time, increasing conversion possibilities.

3. Can a CRM assist in generating qualified sales leads?

Yes. Sell. Is there a pre-sales filtering procedure for a single solution platform? A pre-sales representative is assigned to a newly produced lead who is familiar with the lead’s basic requirements. Based on the encounter, the pre-sales executive classifies the lead as hot, cold, warm, or unqualified if the need fulfills the established criteria.


To summarize everything discussed so far, real estate CRM serves to centralize all of your sales channels and client communication processes. All of these procedures are centralized on a single platform, making it much easier to manage and access client data at any time.

You will create better ties with your contacts if you follow a customer relationship management approach, which will lead to an increase in recommendations and repeat business.

In addition, real estate CRM software allows you to set reminders, email follow-ups, and arrange appointments with just one click. Simple chores can be automated, saving time and energy for realtors and agents. These are just a few of the many ways real estate CRMs can improve the efficiency of your real estate business. 

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