The Best CRM for Real Estate Agents in 2021

Greetings, real estate agents! In today’s fast-moving and competitive market, it’s difficult to keep up with client demands without the right tools. One of these valuable tools is the CRM, or customer relationship management software. It can help you stay organized, manage leads, and provide excellent customer service. However, with so many options on the market, it can be challenging to choose the right one. That’s why we’ve created this comprehensive guide to help you find the best CRM for your real estate business. Let’s dive in!

Why Is a CRM Important for Real Estate?

Real estate is a people-centered business, and excellent customer service is paramount. A CRM system can help you keep track of your clients and prospects, analyze your sales data, and automate your marketing efforts, saving you time and money. Here are some reasons why a CRM is essential for your real estate business:

1. Streamline Communication

A CRM system can consolidate all of your customer data in one place, enabling you to track communication history, notes, and appointments easily. You can even set up email templates and automate follow-up tasks to help you stay on top of your leads.

2. Increase Efficiency

CRM software can automate tasks such as lead capture, lead nurturing, and lead distribution, allowing you to focus on other revenue-generating activities. By automating these tasks, agents can better prioritize their time and keep up with prospects with ease.

3. Improve Customer Satisfaction

By keeping track of client preferences, transaction history, and contact information in a single location, agents can provide a more personalized experience, increasing the chances of repeat business and referrals. Furthermore, the organization provided by a CRM can help minimize errors and increase accountability, leading to improved agent and client satisfaction.

4. Analyze Sales Data

A CRM system can track sales data, helping you determine the effectiveness of your marketing campaigns and lead generation efforts. You can identify areas of improvement and make data-driven decisions to optimize your business and your ROI.

5. Automate Marketing Efforts

A CRM system can help you automate marketing tasks such as email campaigns, social media, and direct mail. By segmenting your audience and sending targeted messages, you can increase engagement, conversion rates, and loyalty.

6. Stay Competitive

Real estate is a highly competitive industry, and you need to stay ahead of the curve to succeed. A CRM system can help you streamline your workflow, increase your efficiency, and provide excellent customer service, giving you a competitive edge.

The Best CRM for Real Estate in 2021

Now that we’ve established why a CRM system is crucial for your real estate business, let’s explore the top CRM options for you to consider:

CRM Provider Features Pricing
Top Producer Lead management, email marketing, transaction management, task automation, MLS integration $40-$50/month
Zoho CRM Lead management, sales forecasting, email marketing, website visitor tracking, social media integration $12-$20/user/month
BoomTown Lead generation, lead management, website creation, email marketing, transaction management Pricing upon request
Contactually Lead management, email marketing, task automation, pipeline management, mobile app $69-$119/user/month
RealtyJuggler Contact management, task scheduling, document storage, email marketing, CMA wizard $179/year

Frequently Asked Questions (FAQ)

1. What is a CRM system?

A CRM system is a software solution used to manage customer data, interactions, and relationships. It helps businesses improve their communication, streamline their workflow, and provide excellent customer service.

2. What features should I look for in a real estate CRM?

Some essential features to look for in a real estate CRM include lead capture and management, contact management, email marketing automation, transaction management, MLS integration, and mobile access.

3. How much does a real estate CRM cost?

The cost of a real estate CRM can vary depending on the provider and the features offered. Some systems are priced per user, while others are priced based on the size of your business. Prices can range from free to hundreds of dollars per month.

4. Can I try a CRM system before purchasing it?

Most CRM providers offer a free trial period ranging from a week to a month. Some may require you to provide your credit card information to start the trial, so make sure you cancel before the trial ends if you decide not to proceed with the service.

5. Is it possible to transfer my existing data to a new CRM system?

Yes, most CRM systems have a process for importing data from other systems or spreadsheets. However, the process can be complex and may require technical expertise, so consider reaching out to customer support for assistance.

6. How long does it take to set up a CRM system?

The setup time for a CRM system can vary depending on the provider and the features you need. Some systems offer pre-built templates, which can speed up the process. However, you should plan for a few days or weeks to ensure a smooth setup and integration with your existing business processes.

7. How do I know if a CRM system is right for my business?

Consider the size and complexity of your real estate business, your budget, and the features you need to streamline your workflow and improve your customer service. Also, look for CRM providers that offer excellent customer support and a free trial period to explore the system before committing to a plan.


Choosing the right CRM system for your real estate business is crucial to your success. It can help you streamline communication, increase efficiency, improve customer satisfaction, analyze sales data, automate marketing efforts, and stay competitive. We’ve provided you with a list of the top CRM systems and answered some frequently asked questions, but the final decision is yours. We encourage you to explore the options and choose a system that fits your business needs and goals. Good luck!

Thank you for reading our guide on the best CRM for real estate agents. We hope you found it informative and helpful. If you have any questions, feel free to contact us. Don’t forget to share this article with your colleagues and friends who are in the real estate industry. Stay tuned for more helpful guides and tips from our team.


The information provided in this article is for educational and informational purposes only. It is not intended to be a substitute for professional advice or guidance. We do not endorse or recommend any specific CRM system or provider. The final decision regarding the use of a CRM system is your responsibility. We are not liable for any damages or losses arising from the use of the information provided in this article.