One of the biggest questions we’re asked at Easy Agent Pro is “What Real Estate CRM should I use?”
And that’s a GREAT question because there are so many of them to choose from. You can really over analyze the choices out there and forget why you’re choosing a real estate CRM in the first place:
To Convert More Leads and Systematically Stay In Touch With All Your Contacts
That’s it. CRMs have a ton of fancy things to distract you with. But these fancy features aren’t what will pay your bills. You need to choose a real estate CRM that you’ll actually use to stay in touch with people.
So, I’m going to layout the top 5 CRMs I see real estate agents using the most today. I’ll highlight some pros and cons for all of them as well as pricing.
How To Use Your Real Estate CRM More Effectively With Colin Burton:
A list of the best real estate CRM programs is great, but knowing how to use it is even better! Colin Burton shares his top tips for making your CRM work for you!
We discuss the crucial difference between automation and automated reminders. We discuss scripts that convert the best. There is also a segment where we look at how social media plays a part in your follow-up discussions.
Finally, Colin shares his favorite book that every agent should read to increase their production.
1) Top Producer – The Market Leading Option
Did you know: “Real Estate CRMs offers an average return of $5.60 for every $1 spent.” – Click to tweet
Top Producer has been one of the top used real estate CRMs for almost the entire time CRMs have existed. And that isn’t an easy feat. They’ve stayed on top by consistently adding new features to their product. They have several integrations with lead capture sources. And are consistently adding more.
The one knock against Top Producer is their outdated user interface. The graphics and display of their program are severely out of date. It will take you just a little bit to learn how to navigate their system. But you should have no problem being productive on the platform once you get that down.
Pros:
- Lower Cost To Get Started: Top Producer has a very low cost compared to some of the other options on this list.
- High Number Of Features: If another CRM has it, there is a good chance Top Producer also has it.
Cons:
- Outdated User-Interface: If you can’t get past how it looks, it’ll be really hard to use Top Producer daily.
- Bloated Feature List: Simplicity is not Top Producers forte. They give you everything you’d ever need. That can either be a con or a pro depending on how you look at it.
2) Followup Boss – Efficiency In Real Estate
Did you know: CRMs help you gain a complete understanding of your clients. Click to tweet
Followup Boss’ platform is designed to help teams effectively distribute and immediately contact leads. They have automatic text and email notification for agents/owners of the leads. There are also advanced drip sequences inside the platform. One of the core benefits of Followup Boss is the easy way to see where your leads are coming from.
You can see how many leads are coming from your LeadSite vs your other sources of leads. They also have a very easy to use round robin system. This includes several different options for sorting leads to various team members. FollowUp Boss also includes a nice breakdown of the your contacts on the sidebar of their CRM so you can easily move throughout your day.
The best part is the easy automation built into the platform. Followup Boss lets you instantly call, text, and lookup prospects on social media. This thorough engagement is a must in the current real estate sales environment.
Here’s a peak at their real estate CRMs dashboard:
Pros:
- Easy Automation: Their real estate CRM really excels at distributing leads and having the assigned party contact them automatically. This real time contact can make a significant difference in lead conversion rates.
- Many Lead Integrations: Followup Boss integrates with many lead sources. This makes it easy to track where your leads are coming from.
Cons:
- Higher Cost Per Month: Followup Boss is priced mostly for teams of agents.
- Features Are Targeted At Teams: If you aren’t getting leads from many sources and distributing those leads amongst a team, Followup Boss probably isn’t for you. Their CRM is designed to help teams work better, smarter, and faster.
3) HubSpot – Free And High Quality
Did you know: Sales reps saw productivity increased by 15% when they had mobile access to CRM applications. Click to Tweet
HubSpot recently released their CRM. Although it is not real estate specific, it offers a great free option for many Realtors looking to get started for less.
Here’s a quick video overviewing the entire platform:
Deal Dashboard:
Pros:
- Free: This real estate crm option is completely free. It’s hard to beat that based on their feature list.
Cons:
- Non Real Estate Specific: Hubspot’s CRM platform will let you track your conversations and move prospects through pipelines. However, it is not real estate specific. There are several features (automated texting, drip sequences, and real estate crm specific contact tags) that this platform simply lacks.
4) Contactually – Easy & Straight-Forward Contact Management
Did you know: Only 11% of sales people ask for referrals. And you can easily automate this process with a CRM. Click to tweet
Contactually burst onto the real estate CRM scene just several years ago, but they have quickly developed a place as a highly focused platform. This is the best CRM for those of you looking for something that’s easy to use now.
In fact, I almost guarantee that you’ll see the biggest immediate boost in conversion to client with this real estate CRM. It’s simply setup to make sure you contact people frequently.
With Contactually, you place all your contacts in buckets. And all buckets have a contact frequency rule. Then Contactually builds out your daily contact list to make sure everyone’s contacted as frequently or infrequently as you want them to be.
It’s really motivating to power through the list of contacts!
Here’s a screenshot of the dashboard:
Pros:
- Hyper-Focused Activities: Contactually’s layout helps you easily get through all your daily contact activities. They hide a lot of other features in order to make you as focused as possible on simply getting your contacts completed.
Cons:
- Hard To Nuance Communication: The format of Contactually lends itself to quick communication. It can be hard to nuance or craft custom funnels with the platform.
5) Wise Agent – Ease Of Use
Did you know: CRM applications increase revenue of up to 41% per sales person. Click to tweet
WiseAgent’s real estate CRM focus on providing all the features real estate agents need. They offer a slightly different layout compared to the other CRMs on the list. And offer a lot of the features an individual agent needs to make their business run.
If you need a CRM that puts your email, calendar, and tasks all in one place, consider Wise Agent. Their low pricing is hard to pass up.
Here’s their dashboard:
Bonus: CRM’s That Just Missed The List:
- Vulcan 7: Vulcan7 isn’t your traditional real estate CRM. Its platform is designed to help you call the cell phone number of expired and FSBOs. They have a limited number of seats per market. And help you significantly increase the leads you’re able to prospect.
- Close.io: Close.io’s tagline is “Stop logging calls and emails and start making them instead.” Easy Agent Pro’s LeadSite sales team almost used this CRM. They have an awesome platform that will help you be more productive when it comes to the volume of calls/emails you produce.
- Base: Base, like Close.io, is a CRM that ties your texts, calls, and emails all together in one platform. If you check out Close.io and just don’t like the interface, try this CRM. They’ll help you manage your contacts very effectively and are good with teams.
- Insightly: Insightly has a free CRM option and several paid options. They have integrations with almost all the email providers out there. The interface is quite modern and easy to navigate.
- Infusionsoft: If you’re looking for a sales platform that works with your website and email marketing, Infusionsoft is the tool for you. Their CRM is a little cumbersome to manage for an individual rep, but the information they give you is powerful. You can see what contacts are visiting your website, what pages they’ve visited, what forms they’ve filled out, and more.
- Pipedrive: Pipedrive provides motivating visuals and tools that help small teams achieve big goals. They have all the tools you’d want in a modern CRM like: iOS and Android apps, forecasting tools, pipelines, and complete contact records. Their uniqueness comes from their apps visuals. They have really cool looking dashboards.
- Salesforce: Salesforce is the cloud based CRM that started everything. They have a slightly outdated interface. But are one of the biggest players in the market. You really can’t make a list of CRM’s without including them. That being said, I don’t think any real estate team or individual should use them. There are simply too many other ‘out-of-the-box’ ready CRM’s that would help you much more than Salesforce.
- Nutshell: Nutshell is a little known about CRM that has a lot of potential. They’ve complied the typical list of tools into an interface that I think would help most agents achieve more.
- eEdge: This KW only CRM helps agents manage the entire process of the transaction. You can manage contacts from the cold web lead stage through the paperwork process. It’s powerful, but slightly outdated in it’s features.
- Streak: Streak is a CRM that lives inside of Gmail. It has a complete list of features and for people who love gmail; it’s really a great tool to use. I use Streak in addition to my other CRM’s simply because of how nice it is to have pipelines directly inside of gmail.
…Here’s the thing…
It really doesn’t matter which real estate CRM you’re using. That’s right. I bet that switching to a different CRM will impact your business less than 2-5%.
All that matters is that you’re using a CRM. I’ll let Tom Ferry explain why this is:
The point is this:
Choose a real estate CRM today. And start using it. You don’t need to switch between CRM’s. Just use what you have and use it everyday.
Choosing a CRM, especially for the first time, can be a tough choice. Fortunately, we have a handy quiz that can recommend one based on your needs! Click the link below to get started: http://whatsmyrealestatecrm.com/
What Real Estate CRM Did I Miss?
I know there are some of you reading this that probably use a different CRM. Let me know what I’ve missed in the comment section below!
Feel free to highlight what CRM you use and why in the comment section below as well.
I look forward to reading your responses.
Looking for a brand that speaks to your image as an agent? Check out my guide here.