- Managing client data like contact info and contracts
- Documenting client interactions over the phone, via email, or through social media
- Creating a standard business practice for routine tasks
- Data tracking and reporting that helps you improve your business
To help you narrow down the search, we’ve compiled this list of the best CRM software for real estate agents and brokers that have these features and more. Each program mentioned below has scored high in peer reviews and includes real estate-specific features.
Users love that this CRM software for real estate agents is easy to use and customizable. It displays sales pipelines so agents can stay on top of deal updates as they happen. Real estate agents will also love its dashboards that track sales and goals.
Realvolve does some heavy lifting by providing a number of useful features. These include CRM software for real estate agents, customer segmentation, email marketing, and referral tracking. The program itself is also really well designed, with productive workflows and tasks/reminders for different events, dates, and projects.
IXACT Contact is praised by real estate agents for being an email powerhouse. The program makes sure to send out messages for each and every significant date like birthdays and anniversaries. It also collects all of your contact data from Excel, Outlook, Gmail, and so on, and organizes them in one database.
BrokerSumo has been added to this list because it makes essential tasks like tracking office and individual commissions more straightforward. The best CRM software for real estate agents replaces spreadsheets with simple data tracking and input tools. BrokerSumo does this and more.
This CRM software for real estate agents includes the much-coveted E-signature feature that would normally require a separate program. Managing brokers also note that their jobs are so much easier when they have to work with just one system to access contracts, department of real estate compliance documents, and outstanding invoices.
Improving Customer Relationships
Whichever CRM software for real estate agents you choose, remember that you’re using it to enhance and create connections. Clients expect top-notch service these days and a CRM helps make organizing client information more streamlined and more productive.
While you’re browsing CRM options, you can start improving your marketing efficiency today. That’s where OutboundEngine comes in. We love helping real estate agents and brokers build relationships with clients, surface existing opportunities, and stay top-of-mind all year long.