Inman reported that 71.5% real estate agents and brokers use a CRM to organize contacts and manage follow-ups.
CRM keeps your leads, conversations, tasks, and deal stages in one place. Realtors and investors can use the real estate client management software to track where every lead came from, automate reminders, and follow a repeatable process across listings, showings, offers, and closings.
Here’s a quick list of the 8 best crm software for real estate agents to get a clear system to move their potential clients from “just browsing” to “ready to buy or sell.”
- LeadHeed
- Wise Agent
- Resimpli
- Top Producer
- Follow Up Boss
- Realvolve
- IXACT Contact
- Real Geeks
| CRM Software | Standout Features | Plans & Pricing (per user) |
|---|---|---|
| 1. LeadHeed
|
☑ Lead generation (web forms, socials) ☑ Lead filters (source, tags, owners) ☑ Sales pipeline management ☑ Task management & activity history ☑ Sales tracking and reporting ☑ Automation & reminders ☑ Omnichannel (calls, SMS, email, socials) |
Free: $0/month (up to 3 users) Pro: $15/month Elite: $35/month Free trial: 14 days |
| 2. Wise Agent
|
☑ Contact management built for agents ☑ Follow-up reminders & task tracking ☑ Transaction and deal tracking ☑ Email templates and simple marketing tools |
Monthly: $49/month Annual: $499/year Free trial: 14 days |
| 3. REsimpli
|
☑ Investor lead workflows (sellers, buyers, cash buyers) ☑ Follow-up tracking for motivated sellers ☑ Deal pipeline + task automation ☑ KPI reporting for investor activities |
Lite: $69/month Basic: $149/month Pro: $299/month Enterprise: $599/month Free trial: 14 days |
| 4. Top Producer
|
☑ Real estate CRM with MLS tools & market reports ☑ Lead organization with tags and activity history ☑ Follow-up reminders and next steps ☑ Transactions + team collaboration options |
Pro: $179/month Pro + Leads: $299/month Pro + Farming: $599/month Enterprise: $599/month Free trial: No (Request Demo) |
| 5. Follow Up Boss
|
☑ Lead routing and assignment for teams ☑ Smart lists, tags, filters, and lead stages ☑ Call/text/email activity in one timeline ☑ Team reporting and performance tracking |
Grow: $69/month Pro: $499/month Platform: $1000/month Free trial: 14 days |
| 6. Realvolve
|
☑ Workflow automation with repeatable processes ☑ Relationship tracking for long-term nurture ☑ Task sequences and reminders ☑ Reporting for activity and conversion |
Essential: $99/month Professional: $119/month Free trial: 14 days |
| 7. IXACT Contact
|
☑ Contact segmentation and timeline history ☑ Email marketing + newsletters and campaigns ☑ Automations for reminders and follow-ups ☑ Lead capture and nurturing tools |
Monthly: $55/month Annual: $561/year Free trial: 35 days |
| 8. Real Geeks
|
☑ IDX website + CRM (lead capture + nurture) ☑ Email & SMS drip workflows ☑ Mobile CRM and 50+ integrations ☑ Marketing packages for growth stages |
Basic: $299/month Grow: $599/month (up to 5 users) Expand: $999/month Conquer: $1,599/month Free trial: No (Request Demo) |
What Is a Real Estate CRM?
A real estate CRM is a system that helps you to manage client relationships and deals in one place. Investors, realtors and real estate agents can capture new inquiries (leads), store contacts and conversations, and create a sales pipeline to move the prospects from first contact to closing the deals.
Moreover, some real estate CRMs provide you with an omnichannel inbox, which allows you to contact your prospects (calls, SMS, email, socials) within the system.
A good CRM for real estate usually helps you do three things:
- Organize contacts: Buyers, sellers, landlords, tenants, vendors, and partners grouped and searchable.
- Manage follow-ups: Tasks, reminders, and automated sequences to convert the leads into sales.
- Track deals: Move opportunities through stages: New Lead → Qualified → Showing → Offer → Under Contract → Won → Lost.
8 Best Real Estate CRM for Realtors, Investors, and Agents
Here are the 8 best real estate CRM software for customer management. Stop juggling spreadsheets and chats, and run deals from one reliable system.
1. LeadHeed
LeadHeed provides a simple, easy-to-use CRM for real estate agents, realtors, and investors. It brings lead capture, contact organization, pipeline stages, tasks, and reporting into one place. This keeps your pipeline clean, your follow-ups consistent, and your deals moving forward without a complex setup.
LeadHeed’s real estate CRM lets you tag leads by source, assign owners, set reminders, and track every interaction in a single timeline. You can also manage conversations across channels, including calls, SMS, email, and social channels.
Features:
✔ Lead generation (web forms, socials)
✔ Lead filters (source, tags, owners)
✔ Sales pipeline management & overdue alert
✔ Task management & activity history
✔ Sales tracking and reporting
✔ CRM automation & reminders
✔ Omnichannel (calls, SMS, email, social channels)
| Pros | Cons |
| ✅ Simple CRM that’s easy to set up and use ✅ Strong lead organization with tags and filters ✅ Create and customize pipelines for different workflows ✅ Better follow-up with notes, reminders, and activity history ✅ Clear dashboard for sales tracking and reporting ✅ Manage conversations across calls, SMS, email, and social channels |
❌ No built-in MLS/IDX website tools (integration needed) ❌ May feel limited for large brokerages ❌ If your team skips updates, your pipeline becomes unreliable |
Plans & Pricing:
Free: $0/month (up to 3 users)
Pro: $15/month
Elite: $35/month
Free trial: 14 days
2. Wise Agent
Wise Agent is a practical real estate CRM for agents who want a simple way to manage contacts, follow-ups, and transactions without building a complex system from scratch. It helps you keep day-to-day client communication organized, while also supporting deal and transaction tracking.
Wise Agents lets you handle many conversations at once, and gives you a clear way to track next steps. You can log notes, schedule reminders, and keep your pipeline moving, while also using built-in templates to stay consistent with outreach.
Features:
✔ Contact management for agents
✔ Follow-up reminders & task tracking
✔ Transaction and deal tracking
✔ Email templates and simple marketing tools
| Pros | Cons |
| ✅ Good balance of contact management and transaction tracking ✅ Easy to use for solo agents and small teams ✅ Reminders and tasks help keep follow-ups consistent ✅ Email templates support regular client nurturing |
❌ May feel limited for large brokerages that need deep automation ❌ Advanced customization options can be fewer than “enterprise” CRMs ❌ You need extra tools for heavier marketing and reporting |
Plans & Pricing:
Monthly: $49/month
Annual: $499/year
Free trial: 14 days
3. REsimpli
REsimpli is a powerful CRM for real estate investors who manage motivated seller lists and need a structured system to follow up, track deals, and stay consistent across every lead. It helps you run a repeatable outreach workflow and track progress with clear KPIs.
REsimpli includes list stacking, drip campaigns (tasks, SMS, emails, ringless voicemail, direct mail), and driving for dollars, which helps you build and manage lead sources in one place.
Features:
✔ Investor lead management workflows (motivated sellers, buyers, vendors)
✔ List stacking for targeted outreach
✔ Drip campaign automation (tasks, SMS, emails, RVM, direct mail)
✔ Driving for dollars workflow
✔ KPI dashboard for performance tracking
✔ Built-in calling, texting, and email management (with Gmail integration)
| Pros | Cons |
| ✅ Built for investor workflows (not generic CRM features) ✅ Strong automation for follow-ups, so leads do not go cold ✅ List stacking helps you organize and target seller lists better ✅ KPI dashboard makes it easier to measure deal progress ✅ Useful add-ons such as skip tracing credits and cash buyer searches |
❌ Not ideal if you only need a simple agent-style contact manager ❌ Feature set can feel “too much” for beginners who want a basic pipeline ❌ Some capabilities depend on plan limits (users, phone numbers, minutes, records) |
Plans & Pricing:
Lite: $69/month
Basic: $149/month
Pro: $299/month
Enterprise: $599/month
Free trial: 14 days
4. Top Producer
Top Producer is a well-known real estate CRM system built for agents who want to stay organized, follow up consistently, and keep deals moving without jumping between tools. It combines contact management, follow-up tools, and transaction tracking, so you can manage both relationships and active deals from one system.
With Top Producer CRM, you can send branded MLS market reports, trigger listing/price-change alerts, and track transactions by pairing MLS data with your workflow.
Features:
✔ Branded MLS market reports + listing/price-change alerts
✔ Automated SMS/email lead response
✔ Built-in transaction management
✔ MLS integration with 320+ boards
✔ Built-in texting + integrated email with history
✔ Contact groups with custom follow-up rules
✔ Follow-up Coach for daily follow-up discipline
✔ AI writing assistant for email/SMS follow-ups
| Pros | Cons |
| ✅ Strong follow-up system with MLS reports and alerts ✅ Combines contacts, pipeline, and transaction tracking ✅ Built-in texting and email help you work faster with less switching ✅ MLS integration supports better client conversations |
❌ Costs more than basic CRMs, so it may not suit tight budgets ❌ Investors may find it more agent-focused than deal-sourcing focused |
Plans & Pricing:
Pro: $179/month
Pro + Leads: $299/month
Pro + Farming: $599/month
Enterprise: $599/month
Free trial: No (Request Demo)
5. Follow Up Boss
If you get leads from many sources (portals, ads, website forms), Follow Up Boss can help you route those leads to the right person, follow up quickly, and track every conversation in one timeline.
The real estate CRM includes Smart Lists, action plans, automations, and reporting to keep agents on track, monitor performance, and improve conversion without micromanaging.
Features:
✔ Lead distribution and routing
✔ Smart Lists to prioritize follow-ups
✔ Action Plans + Automations for consistent outreach
✔ Calling, texting, and email from inside the CRM
✔ Team inboxes + company number
✔ Reporting, deal tracking, and team leaderboard
✔ 250+ integrations + mobile apps
| Pros | Cons |
| ✅ Excellent for speed and daily follow-up routines ✅ Strong lead routing for teams (less lead leakage) ✅ Keeps calls, texts, and emails connected to the contact timeline ✅ Smart Lists and Action Plans help agents follow a repeatable process ✅ Good reporting and coaching tools for team performance |
❌ Can get expensive as your team scales (bundle plans help, but cost rises) ❌ On the Grow plan, calling can be a paid add-on |
Plans & Pricing:
Grow: $69/month
Pro: $499/month
Platform: $1000/month
Free trial: 14 days
6. Realvolve
Realvolve is a real estate CRM for realtors and agents to build repeatable workflows for listings, buyers, transactions, and follow-ups. It tells you what to do next and keeps tasks moving even when timelines change.
The real estate customer management system gives you a large library of ready-made workflows and templates, which saves setup time. If you want a structured system with value consistency and automation, Realvolve is one of the best CRM for real estate agents.
Features:
✔ 21 pre-built workflows + workflow library
✔ 250+ customizable templates
✔ Contact, property, and transaction management in one CRM
✔ Integrated texting (one-on-one and mass texting)
✔ Built-in dialer and VoIP integration
✔ Team reporting and performance visibility
✔ Daily email reminders for tasks and deadlines
| Pros | Cons |
| ✅ Best-in-class workflow automation for real estate processes ✅ Large workflow + template library reduces “blank page” setup work ✅ Keeps contacts, transactions, tasks, and communication connected ✅ Texting and dialer support faster follow-up inside the CRM ✅ Strong for teams who want consistent execution and reporting ✅ Good reporting and coaching tools for team performance |
❌ Costs more than basic CRMs for solo agents (premium positioning) ❌ Steeper learning curve if you do not use workflows consistently |
Plans & Pricing:
Essential: $99/month
Professional: $119/month
Free trial: 14 days
7. IXACT Contact
IXACT Contact is an all-in-one real estate CRM designed for agents who want to stay organized and keep in touch with leads and past clients without using separate tools.
Along with contact management, the real estate broker crm includes built-in email marketing features like automated monthly newsletters, drip campaigns, and “keep in touch” call reminders.
Features:
✔ Contact management built for real estate workflows
✔ Automated “keep in touch” call reminders
✔ Automated monthly e-Newsletters + drip email campaigns
✔ Email marketing with campaign tracking (open/click activity)
✔ Lead capture support (with setup help during trial)
✔ Mobile app + sync support (Google/phone apps)
| Pros | Cons |
| ✅ Strong option if your main goal is follow-up ✅ Referral nurturing with email automation ✅ Keeps CRM + email marketing together ✅ Automated reminders for calls and check-ins |
❌ Some agents may still need extra tools for advanced lead generation (ads/IDX-focused systems) ❌ Best value comes when you actually use the newsletter + reminder system |
Plans & Pricing:
Monthly: $55/month
Annual: $561/year
Free trial: 35 days
8. Real Geeks
Real Geeks combines an IDX website with a built-in real estate CRM, so you can capture leads, track their activity, and follow up from one platform.
The CRM system works best for real estate agents and teams who rely on online leads and want automated nurturing (email + SMS) without stitching multiple tools together.
Features:
✔ Real Geeks CRM (lead management + contact timelines)
✔ Unlimited text & email
✔ Automated email & SMS drip workflows
✔ Reactive responses (auto responses based on lead activity)
✔ CRM mobile app + push notifications
✔ 50+ integrations
✔ Real Geeks IDX website + lead conversion optimization
✔ Custom lead capture forms + lead source tracking
✔ Property alerts, market reports, and property search tools
| Pros | Cons |
| ✅ Strong “website + CRM” to capture real estate leads online ✅ Built-in texting and email workflows for faster follow-ups ✅ Mobile app helps you respond fast (activity + notifications) ✅ Lead source tracking + drip campaigns to nurture leads |
❌ Add-ons (like extra MLS feeds and optional advertising tools) can increase total cost ❌ Expensive plans + works best for lead-driven agents only |
Plans & Pricing:
Basic: $299/month
Grow: $599/month (up to 5 users)
Expand: $999/month
Conquer: $1,599/month
Free trial: No (Request Demo)
Conclusion
A real estate CRM helps realtors, agents, and investors stay organized, follow up on time, and move deals through clear stages. It brings leads, conversations, tasks, and pipeline progress into one place, so you do not lose opportunities because of scattered information.
Before you choose a CRM for your real estate business, focus on how easily you can capture leads, track communication history, set follow-ups, update deal stages, and measure progress.
If you want a system that stays simple but still covers the full sales workflow, LeadHeed is the best CRM for real estate. You can start with LeadHeed’s Free plan to see how the system fits your workflow. Start your free trial to check out our paid plans.
FAQs
What CRM do most realtors and real estate agents use?
In 2015, the top CRM for realtors were Top Producer, Market Leader, eEdge, Contactually, and RealtyJuggler, according to an Inman survey. More recently, LeadHeed, Follow Up Boss, and REsimpli are some of the best CRM amongst real estate agents and realtors.
Do I need a separate CRM for commercial real estate?
If your real estate CRM lets you customize pipelines, add custom fields, and track tasks and communication across a longer timeline, you can usually use the same CRM for both residential and commercial.
Is there a free CRM for realtors?
Zillow is a U.S. real estate and rental marketplace that provides the Zillow Premier Agent CRM free for realtors to manage leads from Zillow. However, your leads must come through Zillow. You can’t capture leads from your other lead sources.
LeadHeed offers a free CRM plan, so you can capture leads from any source (website forms, referrals, social media, or manual entry), organize contacts, and manage follow-ups in one place.
Is a free real estate CRM worth using?
If a free real estate CRM covers the basics and helps you stay consistent. A free plan is a good way to test workflows before paying. LeadHeed offers a free CRM plan, so you can try it first and upgrade only if you need more features. You can also consider the 14-day free trial to test the paid plans.
What CRM does Real Broker use?
Real has an official partnership with Lofty (formerly known as Chime in many industry conversations) for CRM and related tools.
What CRM does Keller Williams use?
Keller Williams uses Command (often called KW Command) as its core CRM platform inside the Keller Williams tech ecosystem.
What is the 80/20 rule for realtors?
The 80/20 rule (Pareto principle) means about 80% of results often come from 20% of actions. In real estate, this usually shows up as a small set of lead sources, follow-up activities, or relationships driving most closings. A real estate CRM helps you identify the top 20% and focus your time there.
What features should a CRM for realtors include?
A good CRM for realtors should include lead capture, contact tags/filters, reminders, customizable pipeline stages, omnichannel communication, and reporting. LeadHeed includes all the CRM features that real estate agents need to manage their potential buyers and sellers.
Should I choose an IDX website + CRM combo or a standalone CRM?
Choose an IDX website + CRM combo if most of your leads come from your website and you want lead capture + nurturing in one system. If you already have a website and only need lead and deal management, a standalone CRM may be enough.
