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A software that maintains customer contact data like names, addresses, as well as contact numbers is CRM (customer relationship management). It also keeps a check on client activity, website visits, phone records, emails, and much more.

CRM is starting to be a piece of priceless equipment in several fields of businesses. But do you know how it works for the real estate market? These software are fulfilling their roles by facilitating brokers in placing their clients in the property they always desired. Some are free and some are paid.

Real estate is a field of business that deals with transactions that are important for several clients. So is necessary to be clear and specific about what their clients are looking for.

Along with the capability of know what your consumer wants. You also require flexibility to be able to trade efficiently with your clients. And to get their requirements concerning possible purchases.

Let’s talk about the best CRMs a real estate firm could put into use:

Best CRM for real estate list comparative review

1. Salesforce

Salesforce is one option of CRM for real estate platform that offers a common understanding of each client to each and every department in your firm.

CRM software for real estate agents, facilitates them in the simplification of agent communication, the property-acquiring procedure for their clients, and seeks to ensure a merry and fruitful relationship for everybody who is involved in the process.


Salesforce possesses a number of edges that arise from its cloud nature as it is a cloud-based CRM.

  • Salesforce CRM is formulated in such a way that it permits you to attend the problems of the client at the earliest possible time. Quicker response from your end could, in turn, save you a lot of time as well as your effort, without letting your prospective purchaser escape away.
  • As the use of Salesforce CRM provides the user with integrated data from all parts of the world, their impossible task of sorting information from diverse sources would become a piece of cake which in turn will save loads of your valuable time. Its all-time accessibility also makes the use of this software more easier as well as apt for international dealings.
  • Salesforce CRM offers you pieces of equipment that help you in reviewing your methods so that you can eradicate unfruitful ones smoothly and can employ the ones that work well for you.




  • The selection of additional products to add to your solution involves increased costs. If you hold widespread requirements in sales, client service, and marketing, much like the ones in the real estate market and intend to view them all with Salesforce goods, the note is obvious: be prepared to pay.


  • Each version of Salesforce accessible for purchase has system constraints which may hinder certain commercial transactions. These things are essential to bear in mind before you plan on opting for a CRM management system for your estate business.



Certain concerns of the clients are left unresolved at the Salesforce Trailblazer Community. If you're owning an estate business then selecting the right CRM that answers all your customer queries on time is essential. 

2. HubSpot CRM

HubSpot CRM offers firms a medium to handle and study client data, draw relations from diverse data sources in order to disclose profound knowledge and portray opportunities, create sales funnels and carry out loyalty campaigns.

The clever and user-friendly CRM solution equips you with all the basic features that are required and are not very puzzling as compared to other CRM platforms.

Apart from all the aforementioned benefits, HubSpot provides a visual control panel with a real-time display of the overall sales funnel. All the inbound and outbound communications with a client like email, social network or telephone calls can be tracked.


  • Not most individuals working in the real estate market need to be IT experts. HubSpot is ideal for non-IT experts as it has a user-friendly interface that allows individuals to operate naturally and speedily along with all the additional assistance your negotiations require.
  • If you're still seeking a strong foundation of your real estate business, then there exists no better companion than HubSpot CRM that will help your business to expand rapidly.=


  • There exist certain constraints while using this platform due to its newness and unfamiliarity in the CRM market.
  • It is prominent that HubSpot CRM is ideal for letting your business grow but a few departments working with this platform might find it complicated to use as of now.
  • Its platform is quite inflexible.


3. Pipedrive CRM

If a business plan on executing sales activities and examining details, then the Pipedrive CRM platform can be considered apt for them. This platform simplifies the procedure of all the measures involved in transforming a possible deal into a successful sale. This solution can be accessed from any browser and at all times as it is a cloud-based application.


  • The application can be operated fluently in a short period of time without the need for a kind of technical training.
  • You will be able to access any kind of data whenever you need through your mobile and the right app as we know that being a real estate agent involves multiple site trips and tiresome work.
  • Pleasing a client through beautiful visuals makes up an important part of a deal. Pipedrive CRM platform has employed a unit of designers that create eye-pleasing visuals and are convenient for the visitor to work with. They also develop powerful stunning presentations to build up a clientele.


  • Pipedrive's major disadvantage is that it provides limited support to the visitors who visit the website. This can prove to be a loss for real estate firms as they would end up losing a client due to the inadequate provision of support.
  • Downloading and fully setting Pipedrive could be very complicated for estate firms as there are only a few leads available on the worldwide web.
  • The generation of reports from the Pipedrive platform is much easier than getting an advanced report on it. If you're seeking for advanced reports, then you may want to consider another CRM platform.

4. Zoho CRM

The on-demand as well as SaaS-based customer relationship management (CRM) solution is non-other than Zoho CRM. This solution is fabricated majorly to direct sales, marketing, contacts, customer service as well as diverse managerial functions.

Zoho CRM allows you to personalize contact fields to elucidate the individual in more effective as well as in more considerable terms. 

Zoho CRM also instructs you on how you can personalize your fields.



  • Zoho CRM enables you to transfer any sort of mail electronically, straight out of the program.
  • It allows you to grade your potential clients and rank them accordingly so you know which one to give priority to.
  • Flexible platform with the necessary marketing communication activities. It is a platform accessible 24/7 and very flexible.



  • Being a newly-launched firm, it consists of a few technical malfunctions/foibles that are still being worked upon.
  • At times it provides considerably slow customer assistance, transferring them to several departments. That, in turn, could cause the firm clientele loss. And clients are very vital when it comes to a real estate business.
  • Some of the features of this platform require a certain amount of cost to be availed. It also takes a lot of time to set-up. 

Being a real estate firm all the above cons should be taken into account and should be considered while selecting CRM software for your business.


5. bpm’online CRM:


Bpm’online is a software platform that emphasizes on business process automation and CRM and is one of the leading software in the market of CRM platforms. This software is armed with several creative and uncommon solutions which in turn helps in simplifying your company processes, enhance staff productiveness, and makes meaningful CRM data that provides an improved and more stable service to your clients.



  • One can disclose several wealthy sources of data of landlords, agents, buyers as well as sellers that can help an estate firm in building and maintaining client relationships.
  • bpm’online CRM has your market needs covered as it takes functions like the posting of your listings on the market, evaluating campaigns and scoring your leads into account.



  • You might have to make a considerable amount of personalizations to the system, as the scope of the project is large.
  • One who is owning this software would also have to face the issues of modular pricing and would have to pick what they really would need.
  • It is important to bear the changes made into the mind as it would be difficult to go back and change it. 


6. amoCRM:

amoCRM is a CRM and sales management base on a cloud platform. It consists of bulky contact information so that agents could fix their focus on the human side of selling, fostering relationships, comparing and matching prospect choices with listings as well as the finalization of the sales.

This application also facilitates real estate in computing digital sales pipelines apart from the aforementioned functions.



  • amoCRM supplies potent abilities in a visceral interface that can even be for non-professionals.
  • amoCRM coats all several channels and draws leads from them so your contact database broadens without you proactively participating in it.



  • One of its major disadvantage is that it doesn’t work with documents.
  • It also has a few bugs with might hamper its functioning and it may create problems for estate business owners while conducting crucial transactions.
  • It also causes a slight delay during its use.


7. OnContact CRM

OnContact CRM is renowned by long-standing consumers for its variety of progressed features. The  new 10th edition gets you hard sales, marketing mechanization, customer assistance and contact center. The vital features it has, are on a sole dashboard so that you wouldn't need to master intricate navigation patterns.



  • It offers a supplementary procedure for fragmenting your client list. You can effortlessly trace the operations of all the parties concerned with the transactions of the estate.
  • Making use of that fragmented data of clients and potentials permits you to formulate customized working procedures. It will facilitate the automation of your communications. Which in turn will give rise to your efficiency.
  • The unification for your web address with your CRM  ensures that your website is current or not. It also permits you to put emphasis on clients rather than tiresome and boring website upkeeping.



  • Small businesses might find the process of implementation overwhelming. As a result of the absolute number of features incorporated.
  • And the three-user minimum and insufficiency of a low-level layered edition of the software may also grant small and microbusiness owners a halt.
  • It is a little costly as compared to other CRM systems and not all businesses might find it suitable enough.


How to choose the best CRM for real estate

A great sales equipment can prove to be a great companion to your CRM for real estate platform. Which in turn would help to generate more sales and leads. You can acquire these leads by making use of predefined requirements. 

If you have picked the CRM of your choice then you also should search for CRM software platforms. You can also search for some ideal marketing pieces of equipment that will facilitate you to compete better.

Take into account the price, features, pros and cons to choose it.


The preceding decade has been a spectrum of innovations and trends. The businesses are excelling growth by developing a good understanding with their customers. Finally, something sensible is going on in the market. An approach that makes you aware of the need and a solution everyone is seeking. A business built on such criteria always grows and reaches extensions along with customer integrity.

CRM is a tool that makes your task of understanding a customer easier. A CRM is a Customer Relationship Management tool which has functions to observe and analyse customer's purchase behaviour. It has gained popularity in no time and has approached several doors of the business world. Not just large organisations, but also the small businesses and startups are now investing in CRM to build a loyal customer base. 

There are multiple options of CRM programs and systems in the market, which clearly, makes it difficult for you to choose the most suitable one. Well!!! Not to worry as we bring you the most effective CRM available in the market that suits your business and requirement. Before Starting With “What are the Best CRMs for Small Businesses”, Let's Understand Why You Need It? 


Why a CRM for a Small Business

In context to the small businesses, the possible reach of clientele doesn’t extend borders, though they are enough to have software that could manage the customer reports and ongoing processes.

A CRM is most useful not just to have better management, but also to grow sales. As per a report, incorporating a CRM in your business can help you grow your sales up to 29%. Isn’t that amazing, so now let’s see how it works. 

  1. With CRM, the sales department can record all the contact details of their customers, along with the activities, opportunities, plans etc. The CRM provides approachable access to such data from any region. It ensures the safety of the data. 
  2. The sales team gets their work analysis easier with weekly and monthly reports. The best part is that these reports are made automatically and allows the management to have information about current progress going on in the sales department. 
  3. The selection criteria allow the sales team to classify data into different sets and identify the best opportunities for increasing sales. This process helps in time-saving spend on organizing and analysing scattered data.  
  4. The CRM software is capable of tracking down the communications between the sales team and customer and hence helps in closing a sale by setting communication at the right time.
  5. Maybe the cost a CRM is a little expensive, however, this one-time investment would provide savings for in future. The cost of saving can be done in the form of minimising errors. Those errors would probably engage a lot of cost and efforts.


Best CRM for Small Businesses

Now, let us look at the CRMs with their features, Pros and Cons. 


1. Salesmate

salesmate website

Salesmate CRM software is one of the most preferred choices on the list of small start-ups and businesses. The thing which makes it the best choice is the affordability that brings you remarkable features for managing and coordinating the marketing and sales operations.

A user can get most out of the Salesmate CRM by utilising it's Built-in calling feature, as it provides calling facility within the system and develops a better record of the interaction. The calling process can begin easily by using toll-free numbers and other virtual phone numbers. Let's look at some amazing features of Salesmate: 


  1. Salesmate can sync with google apps providing ease in operations. 
  2. It automates workflow. 
  3. The smart contact management system allows the user to have an entire view of the customer profile. 
  4. It automates emails, like welcome emails. 
  5. It helps in scheduling and managing meetings and deals. 
  6. Salesmate connects the entire organisation with its team inbox
  7. It helps in the management of product and services. 
  8. The Salesmate CRM is flexible and can be used in Android and IOS devices. 
  9. The software provides integration facilities with software such as Drive, Zapier, ClearBit, Gmail, Wufoo, PieSync, Slack, RingCentral and much more. 
  10.  The respective teams can effectively manage their activities.
  11. It helps in forecasting sales.
  12. The software also provides visual sales reports, revenue reports and can assist in analysing sales and tracking goal.  



  1. The best part of Salesmate is that it is affordable and can be used conveniently.
  2. The user interface and features like internal e-mail sender, report maker, workflow automation and customer support can make a lot of work easy than certainly, anyone expects from a CRM.
  3. This software can organize the working in few clicks. Even one can look for the progress in sales, check out the schedules and also organize emails with this CRM. The UI design of this software is simpler and structured.
  4. Another best part is the support, you can take any sort of query regarding the software and the customer support team is up there for all. 



  1. There are not much drawbacks or cons of this CRM software, only the system for texting message is not much used. 
  2. Mostly this app covers most of the 3rd party apps, however, there are more options of integration.


2. Insightly

For all the organisations with multiple levels, Insightly a CRM that would meet all your requirements with its amazing, interesting and robust features. Insightly has got a delivery system and in-built system for managing projects that would handle tasks efficiently. Here are some of the more significant features of Insightly.


  • The CRM software can track leads and route them accordingly.
  • This system also helps in automating workflow. 
  • It helps in tracking emails. 
  • The management of the project and its delivery becomes easier.
  • CRM is capable of building and using custom apps.
  • Insightly has got suitable mobile versions for iOS and Android specifically.
  • With Insightly, you can integrate more than 25 tools to your system.



  1. The best part of Insightly is it allows you to link the events with the clients making things more relevant.
  2. Insightly has got a great scope of storage, and along with that, it is a convenient gadget for integrating Gmail.
  3. One can buy out it at a very reasonable cost with simple basic functions.
  4. One would acknowledge the cost of this system with its robustness.
  5. The integrated project management system allows the users to
  1. Track the performance of the project as per the set timelines
  2. You can create milestones for your project. 
  3. Also one can place automatic alerts for emails.
  4. And also one can track the email correspondence. 



  1. A little complex in-built support, that means one may find it difficult to look for the answers in the software.
  2. This software might won’t provide enough to the real-estate sector.
  3. The mass #tag feature cannot be deleted.


  1. Freshsales

Freshsales is one of the most suitable CRM in the market. Likewise the Salesmate, it has also got the in-built calling facility. Freshsales can help the businesses in a lot of ways including lead scoring, sales pipeline, activity tracking and much more. Although the integrations in Freshsales are quite less, still it can provide much ease to the start-ups and small businesses. Here are some of the amazing features of Freshsales.


  1. One can have better interaction with in-built texting and calling feature.
  2. It makes easier to track leads and accordingly provide score and assignment.
  3. Users can administer contact information through files, tasks and notes.
  4. The CRM is effective in deal management and visual sales pipeline.
  5. It provides the facility of real-time visitor tracking.
  6. The CRM is capable of syncing emails as well as tracking them.
  7. The CRM can smartly analyse and forecast. 



  1. The CRM is strong and can be conveniently operated, even users can have customised usage of it.
  2. The users are allowed to have several fields among all the columns.
  3. One can get all the details of the customer via the search bar.
  4. The history of the customer can be extracted through synchronization of emails.
  5. The software allows you to send bulk emails at a time.
  6. Separate files are there to export data.
  7. The CRM is capable of creating APIs that helps in integrating the software to other systems. Also, it provides a holistic view through the open view of sales campaigns and bulk emails.
  8. User can create sales funnel and keep up with the follow-ups through email tracking which is very useful for the business. 


  1. The drawback of this CRM software is that redundancy in speed in a case of the highly loaded database.
  2. Lower levels cannot be privately labelled.
  3. The icons for editing a field and adding a call log are similar, although development is still going on.
  4. CRM lacks automation reminders.


  1. Close

Close a specified CRM made especially for the internal sales team. This CRM is focused to optimize the sales operations and certainly bring more business for the organization. Being one of the best CRMs, Close does have an in-built calling feature. Here are some more features that would interest you,


  1. The CRM provides email sync facilities along with tracking progress with insights.
  2. The CRM provides personalized templates for massive emailing.
  3. It helps in tracking the current activities with sales goals.
  4. This CRM is capable of analysing the performance of sales employees.
  5. The major integration of the system includes Wufoo, Zapier, Zendesk and much more.
  6. Close persist the in-built calling and texting feature.
  7. The feature of predictive dialer helps you to make several calls at a single time.



  1. The CRM is reportedly very efficient in improving sales, also it is a robust software.
  2. Close CRM has got one of the quickest customer supports and provides exceptional solutions.
  3. The software is clearly sales-oriented and performs each of its functions with absolute precision. 
  4. Close software is convenient for usage and also persist in smart design with smart workflow.



  1. Close is one of the most expensive CRM software available in the market, although it's worth spending that massive amount. The price tag of this software speaks the worth itself. However, for small businesses with less capital, a user may likely switch to other alternatives with just half of its price.
  2. Apart from everything, it is true that Close CRM is the most appropriate choice for calling sales teams and if your business lacks the calling part, then this software is maybe not suitable. This software is majorly dependent on sales stuff and probably calling sales departments would be in a great need of it.
  3. When it comes to client management, this software doesn’t seem to fit in. Small businesses or the start-ups must check with the needs of their organisation and then go on with the purchasing stuff.  
  4. This software would have been a blast with the feature of the learning curve as it would allow performing better and better.


5. Zendesk Sell

Zendesk Website

Are you looking for a CRM that helps you get an improved view of pipelines? If yes, then Zendesk Sell is the one. This sales-oriented software is one of the best solutions to comply with the needs of any sales team. Sell helps in prioritizing leads so that the number of closed sales could improve. Here are some of the amazing features of Zendesk Sell that would attract you:


  1. The Zendesk Sell CRM software provides in-built texting and calling feature. 
  2. The software can easily track emails. 
  3. It has got integration with some amazing applications such as Google Suite, Slack, MailChimp, Dropbox and much more. 
  4. The CRM consists of a separate contact management system for better data storage.



  1. The software is completely simple and non-complicated.
  2. The UXI design makes it convenient for usage.
  3. The structure of the software is organised making the navigation easier.



  1. Although, the user may find some features missing, like the invoicing.
  2. The installation costs of Sells CRM is a little higher.
  3. The app needs some upgradations.


Free CRM solutions for Small Business

Apart from the trial versions of the mentioned systems. There are other recommended free software systems and CRM programs.

  • Freshsales
  • HubSpot CRM
  • Insightly
  • Apptivo
  • Agile CRM
  • Zoho CRM


So here we came to an end for the best CRM software for small businesses. Hoping that you found a suitable one for you, we suggest deciding looking into the operations of your business first and then decide on the suitable CRM. It is not at all necessary to go for multiple features, all you need to check is the adaptability and suitability of the particular CRM in your business operations.



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