Find the Best CRM for Automating Follow Up in Real Estate


Greetings to all real estate agents, brokers, and investors out there! If you’re looking for ways to keep up with a busy schedule and automate your follow-up processes, then you’re in luck. In this article, we will be discussing the best CRM (Customer Relationship Management) software that can help you manage your contacts, automate your follow-up, and boost your sales. Let’s dive in!

What is a CRM, and How Can it Help Your Real Estate Business?

Before we dig deeper into the best CRMs for real estate follow-up automation, let’s first understand what a CRM is and how it can benefit your business. Simply put, a CRM is a software tool that helps you manage your customer data and interactions, from lead generation to sales and beyond.

With a good CRM, you can:

  • Organize your contacts and leads in one place
  • Track interactions and activities with each contact
  • Automate repetitive tasks and follow-ups
  • Analyze sales data and measure your team’s performance

Overall, a CRM can help you save time, improve customer relationships, and ultimately grow your business.

The Benefits of Automating Your Follow Up

Now that you understand what a CRM is, let’s focus on the benefits of automating your follow-up processes. As a real estate professional, you’re likely juggling multiple leads and clients at once, which can be overwhelming and time-consuming. However, by automating your follow-up, you can:

  • Ensure no lead falls through the cracks
  • Stay top-of-mind with your leads and clients
  • Increase your chances of converting leads into sales
  • Save time and focus on other important tasks

Overall, automating your follow-up processes can help you streamline your workflow, improve your efficiency, and generate more revenue.

The Best CRMs for Automating Follow Up in Real Estate

Now that you understand the benefits of using a CRM and automating your follow-up processes, let’s take a closer look at the best CRMs for real estate agents and brokers.

CRM Features Price
Zoho CRM Lead management, email automation, analytics Free – $35/user/month
HubSpot CRM Contact management, lead generation, email tracking Free
Insightly Lead tracking, project management, workflow automation $29/user/month – $99/user/month
Follow Up Boss Email templates, text message automation, lead capture $69/user/month – $499/month
Pipedrive Sales pipeline management, email integration, reporting $18.75/user/month – $99/user/month

These CRMs were chosen based on their user-friendly interface, real estate-specific features, and affordability. However, keep in mind that there are many other options available that may better suit your specific needs and preferences.


1. What is the best CRM for real estate?

As we’ve shown in our table, the best CRM for real estate varies depending on your preferences and needs. However, Zoho CRM, HubSpot CRM, Insightly, Follow Up Boss, and Pipedrive are all great options to consider.

2. Does a real estate agent need a CRM?

Yes! A CRM can help you manage your contacts, automate your follow-up processes, and boost your sales. It’s an essential tool for any real estate agent who wants to streamline their workflow and grow their business.

3. How much does a CRM cost?

The cost of a CRM varies depending on the provider and the features you need. Some CRMs, like HubSpot CRM, are free, while others can cost anywhere from $20 to $100 per user per month.

4. Can a CRM integrate with other real estate software?

Yes! Many CRMs offer integrations with other real estate software or tools, such as MLS (Multiple Listing Service) databases, email marketing software, and more.

5. Can a CRM replace a real estate agent?

No! A CRM is a tool that can help real estate agents manage their workflow and interactions with clients, but it cannot replace the value of a human agent. A CRM can help you save time and improve efficiency, but it cannot replace personal relationships and expertise.

6. How do I choose the right CRM for my real estate business?

When choosing a CRM, consider factors such as user-friendliness, real estate-specific features, affordability, and integrations with other tools you’re already using. It’s also a good idea to read reviews and try out free trials before committing to a CRM.

7. Can I customize a CRM to fit my real estate business’s needs?

Yes! Many CRMs offer customization options, such as adding custom fields or creating unique workflows, to fit your specific needs and preferences.


Now that you know the benefits of using a CRM and automating your follow-up processes, it’s time to take action. Consider the CRMs we’ve listed in our table, or do some research to find the best option for your business. Remember, a good CRM can help you save time, improve customer relationships, and ultimately grow your revenue. Don’t wait, get started today!


The information provided in this article is for educational and informational purposes only. We do not endorse any particular CRM provider or software. Always conduct your own research and due diligence before making any purchase decisions.