5 Best Real Estate Agent CRM (2023)
Jay Gallagher
Real Estate Broker
To be successful today as a Realtor, it’s crucial that you chose the Best Real Estate Agent CRM software for your business. Your CRM allows you to stay on top of contacts, leads, referrals, clients and manage your workflow for marketing, listings and escrows all in one place.
In this guide, I reviewed and ranked the best Real Estate Agent CRM’s along with my top 5 choices, so you can find the perfect one for you.
Ixact Contact
CRM has everything you need and does it all well – includes a free website.
Read Review>
Agent to a small team – up to 5 Team members on each account for one price.
Read Review>
Top Producer
Top Producer X is a brand new CRM built from the ground up.
Read Review>
LionDesk
Lowest price starter plan with A la Carte pricing for add-ons.
Read Review>
Follow Up Boss
For agents to grow a team, teams to grow big and big teams to get bigger.
Read Review>
What is the Best Real Estate Agent CRM?
After an exhaustive search looking for the best CRM for my own business, I decided to share what I found with you. Note, these are the best real estate CRM’s for an agent who is working solo or a small team. There are more powerful real estate CRM’s for real estate teams and brokerages.
Here are my top picks for the best real estate agent CRM and what makes them so good.
1. IxactContact
Best Overall Real Estate Agent CRM
Key Features:
- Concierge Set Up – IxactContact’s Concierge Support team will upload your contact list, set up your personal branding and Monthly e-Newsletter, create your agent website with IDX, set up your automated social media content streaming and then to top it all off, they will sync everything with Google, your smartphone and give you a free app to manage it all on your phone.
- Smartphone Wireless Sync – Automatically syncs your phone contacts, calendar and tasks with your account
- Free Agent Website with Lead Capture – Mobile friendly designs that allow you to control the look and content. Lead capture forms that integrate into the CRM. Monthly blog content written for you. Website integrates with Facebook and other social media sites.
- Social Intelligence – Scours social media using your clients email address and automatically uploads their data into their client contact form
- Free Mobile App – Allows you to use your CRM on the road. Syncs with your Google calendar and contacts. Works with Apple and Android devices. Syncs with MS Outlook and Apple Mac apps too.
- Free Monthly Email Newsletter and Email Drip Campaigns – Fully automated Monthly e-Newsletter that you can also fully customize. 125 written emails or letters to target buyers, sellers, renters, FSBO’s and expired listings. Campaign reports include open and bounce rates of all emails.
- Direct Mail and Email Campaigns – Most CRM’s don’t allow you to do old fashioned mail campaigns. IxactContact has 125 prewritten letters and allows full customization to allow you to create your own email and snail mail campaigns.
Available for additional fees:
- API and Zapier Integrations – Integrate your CRM with Zillow, BombBomb, Facebook Ad Leads, Mailchimp, Constant Contact, MOJO and dozens of others.
- IDX integration to your Agent website -$13.00 per month for standard – $33.00 for professional – $65.00 IDX set up fee
- Additional Team Members – $23.00 per month for each member of your team.
- Social Stream Automated Social Media Content Posting – $20.00 a month – Automate your social media content posting
- Automated Direct Mail, Social Media Marketing, and Referral Marketing – IxactContact’s sister company, Morris Marketing Group, can handle the design, writing, printing and mailing of your entire direct mail campaign. They can set up a complete Social Media Marketing Campaign and they also do Referral Marketing. All of this ties into your CRM.
Pricing Plans
Individual Monthly Plan – $45.00 per month when paid monthly.
Individual Yearly Plan – $38.00 per month when paid annually in one $456 payment.
Team Plans – $38.00 a month for the Team Leader and $24.95 a month for each Team Member, billed annually.
Special Promotions
8 Week FREE Trial for all new clients
6 Months Free for all Rookie Agents
Simply start a new 5 week trial and then send in a copy of your new real estate license from the past 12 months and your 5 week free trial will be extended to 6 Months.
Jay's Take:
Likes:
- Lowest Price Real Estate CRM with an included Agent Website makes this the best value overall.
- 6 month FREE Trial for Rookie Agents is unheard of for a CRM.
- Concierge Set Up that does all the initial work for you.
- Smartphone sync means that if anyone in your database calls you, their name shows up in caller ID.
- IxactContact App allows you to use the CRM on the road.
- The ability to combine both Email and Snail mail campaigns equally well.
Dislikes:
- Text marketing has been put on hold while they deal with some compliance issues. They expect to have it back up again once they sort through the regulatory red tape.
Final Thoughts
IxactContact is the best overall Real Estate CRM for 97% of the agents out there. It’s quick and easy to get up and running. Easy to learn, has great customer support, and with the website included is the very best value. It even has enough features to work with a small team.
If you’re a rookie agent, who received their license in the past 12 months then the 6 months free trail is an absolute no brainer.
The only people that IxactContact is not good for are large teams and top producers who need a more powerful robust CRM that integrates with hundreds of lead sources and does everything including taking the dog out for a walk but the people at IxactContact are so nice (Canadians) that if you ask real nice, they might even stop by and do that too.
Rookie agents just sign up for the standard free trial then send in their license showing they have been an agent for 12 months or less and the free trial is extended to 6 full months!
Table of Contents
2. Wise Agent
Best for agents as they grow a small team.
Key Features:
- CRM – Shows your calendar and call list prominently
- Mobile Web App – View, add and update your contacts, clients, vendors, planner, call and task lists on the go.
- Lead Automation – Leads from multiple sources automatically entered, Split A/B testing of auto replies and campaigns, auto lead classification and distribution, Artificial Intelligence or AI Bot engages with your leads in conversation and follows up.
- Transaction Management – Fully customizable buyer and listing templates with checklists that integrates with DocuSign and has unlimited document storage, lockbox tracking and commission reports
- Marketing – Email and letter drip campaigns with a monthly newsletter, post cards, flyers, digital ads and text marketing.
- Landing Pages – Fully customizable to place on a website. Website not included.
- Team Features – You and 4 team members can use Wise Agent for one price. Additional team members can be added and permissions can be turned on with you as the team admin
- 3rd Party Integrations – Plays well with others. Direct integrations with 84 3rd party vendors allows you to create a highly customizable workflow. They also have Zapier integrations.
Available for additional fees:
- Additional Landing Pages – One landing page with one account. Additional landing pages at $5.00 per month.
- Additional Team members with permission capability – 5 people can use one account with no permissions
Pricing Plans
Individual Monthly Plan – $32.00 per month when paid monthly. This includes 5 team members.
Individual Yearly Plan – $27.00 per month when paid annually in one $326 payment. This includes 5 team members
Team Plans – Wise Agent offers customized Enterprise solutions as you grow your business
Special Promotions – 14 day free trial. No credit card needed.
Jay's Take:
Likes:
- Low Price Real Estate CRM that actually works well.
- Great for Solo Agents but 5 Team members allowed for each account
- Works well for transaction coordination.
- Wide choice of integration partners, 84 at last count.
- Excellent Customer Support – Ridiculously good.
- Artificial Intelligence AI Bot engages and nurtures your leads.
- Mobile App
- SMS Texting is included.
Dislikes:
- No website included or available as an option.
- Better choices out there for large teams and brokerages
- Campaign builder has a bit of a learning curve.
- Somewhat dated design and interface.
Very good CRM with some features that are best in class.
If you’re a small team and don’t need the full functionality of Top Producer or Follow Up Boss then this is the right CRM for you.
3. Top Producer
Best for as the name implies…Top Producers and teams or a solo agent who wants a CRM that will allow them to become a top agent or grow a large team over time.
Key Features:
- CRM – Direct MLS data integration into your CRM
- Social Insights – Automatically loads data like photos, interests and bios from your clients social media feeds into their contact.
- Property Insights – MLS data from your clients home, or homes they viewed, asked about or write offers on is automatically pulled into their contact.
- Automatic Lead Response – Instant, automatic and personalized responses by text, email and Market Snapshot reports can be sent too.
- Best transaction management features – Manage your entire sales process from initial lead to closed transaction by using dynamic workflows to assign tasks, set reminders and track closings.
- Email Integration – All your emails with each contact is in their contact page.
- Dynamic Workflows – Tasks are not triggered just by linear dates but react to changes in behavior to delay tasks or follow up.
- Hundreds of third party partner integrations
- Smartphone Interface
- Unlimited SMS Texts
- Market Snapshot Reports – Send new listing, price change and sold alerts. Automatic MLS Market Reports
- Market Snapshot and
- Smart Targeting – Set a farm and Predictive Analytics will identify the 20% of homeowners most likely to sell in the next year.
Available for additional fees:
- Top Producer Website- $35.00 per month.
- Five Street – $20.00 per month – Allows leads from over 100 sources to be gathered and integrated into your CRM. Email and Text auto responders. Broadcasts leads to your team.
- Onboarding – set up is free when you do it yourself.
- Premium Setup is $149.00
- Concierge Setup is $299.00
Pricing Plans
Essential Monthly Plan – $60.00 per month – $54.00 per month when billed annually at $648.00
Professional Monthly Plan – $95.00 per month. – $85.00 per month when billed annually at $1026.00 Includes Market Snapshot
Professional Plus Plan – Contact TP – Includes Market Snapshot and Smart Targeting
Special Promotions
Jay's Take
Likes:
- Things to Talk About Button – Click on this button on your clients contact and all the neighborhood recent real estate transactions come right up.
- Market Snapshot – Stay top of mind with your clients. Automatically sends neighborhood listings and sales to clients. Let’s your database know exactly what’s happening in their neighborhood as it happens in real time.
Professional Plus Plan
- Smart Targeting – Uses predictive analytics to predict who is likely to list. Has an instant home valuation landing page. Integrates with online advertising with Google, Facebook and Instagram and can send out Just Listed and Just Sold postcards
Dislikes:
- Learning curve is a bit higher than some other CRM’s.
- No website included in base plans.
- Yearly contract required – No month to month plans
Final Thoughts:
Top Producer allows you to pick and choose which services you need to be successful.
The monthly price can run anywhere from just $60.00 a month for the basic CRM to $180.00 a month if you want the Market Snapshot, Five Street Lead Management and a Website.
The price for the Professional Plus Plan with the Smart Targeting is unknown at the time of publication but I’ll update it as soon as I get a number.
Personally, I think the Market Snapshot is the killer app especially for past client follow up. The number one thing your clients want to know is what their house is worth in today’s market. The Market Snapshot answers that burning question in real time and over time keeping you Top of Mind and more likely to get their business.
If you’re an agent who has or wants to grow a large team over time then Top Producer is a great pick.
4. LionDesk
Great if you run Facebook Ads. Best for agents looking for an inexpensive solution to get started with room to scale your marketing as you go along. The single line power dialer package at $99.00 a month is a game changer for phone prospectors.
Key Features:
Starter Package
- CRM – Customizable and clean looking CRM dashboard with automated lead follow up, task reminders, prewritten campaigns.
- SMS Texting- Send texts directly from the dashboard. Drip text campaigns.
- Video Emails and Texting – Increases open rates and engagement.
- AI auto responder named Gabby – Responds automatically and has text conversations with leads.
- Transaction Management – Basic tools
- Facebook Ads Management – Design your ads, set your budget and collect your leads from the CRM
- Integrates with 3rd party apps – Uses Zapier to connect with your other lead sources
- Marketplace – Integrates with many 3rd party apps like Zillow, Trulia, Realtor.com, DotLoop, Mailchimp, Mojo, Outlook, Google etc.
- Direct Mail Options – CRM integrates with Breakthrough Broker for direct mail campaign.
- Single Line Dialer – Allows you to make unlimited phone calls to your database right from the CRM
- Landing Pages – Unlimited landing pages for a websites that feed leads into the CRM
- Text-2-Sell – Have a sign rider saying “For Instant Info on This House Text 555 to…” Auto responder sends information and captures the lead
Features included with Elite Bundle
- Multi Line Power Dialer – Lets you call up to 3 lines at the same time and answering any that pick up. Leaves a prerecorded message on contact’s voicemails.
Pricing Plans
Starter – $21.00 a month – Basic CRM with 2000 emails, 500 text messages and 100 video texts- Custom number for texts not included.
Pro+ – $42.00 a month – 7500 emails, 2000 text messages- 500 video texts – Custom number included – Text-2 Sell code campaigns
Elite – $83.00 a month – All the Pro features and 15,000 emails, 4000 texts and 1500 video texts
Bundle Packages
Starter Bundle – $99.00 a month – includes starter package above with a Single Line Dialer with unlimited minutes
Pro+ Bundle – $139.00 a month – includes Pro+ package above with custom landing pages.
Elite Bundle – $219.00 a month – Includes Elite package above with a 3 line Multi Dialer
Jay's Take
Likes:
- Low Price for Starter Plan.
- Customizable CRM dashboard
- Text-2-Sell Campaign
- Power Dialer – Single Line Power Dialer is great, not the 3 line one.
- Gabby – The AI autoresponder that pretends to be your assistant and talks to leads. LOL.
Dislikes:
- Customer Support is OK but if you need handholding go with WiseAgent or IxactContact.
- Transaction Management is limited at best.
- No website.
- Confusing packages and pricing.
- Starter Plan has limited texts and emails which are paid A la Carte after the limit.
- 3 Line Power Dialer – When a telemarketer calls, have you noticed a pause and then you hear a click? That’s a multi line power dialer dropping two other calls ringing and connecting you to an agent. It’s the kiss of death for phone prospecting and I don’t like it. I stick to Single Line Power Dialers. They’re slower (and cheaper) but you don’t sound like a telemarketer before you even connect.
Final Thoughts:
The starter plan has a low initial price but their A la Carte pricing model means that you pay for additional texts, emails. The 2 higher plans have some additional features, but mostly you’re just prepaying for those texts and emails.
The low initial price looks good but if you are on a budget and need a website too, you’re probably better off with IxactContact.
The free trial, unlike others, is very limited and is just to see if you like the platform.
If you run a lot of Facebook ads this is the CRM for you. If you’re a phone prospector, the power dialers with the Bundle Packages makes this the CRM for you.
If real estate is just a side hustle and you just need a basic CRM and your marketing is limited then the Starter Plan is the way to go. If you need a website too, then check out IxactContact.
4. Follow Up Boss
Key Features:
Grow Package
- CRM – Integrates all your communications into the dashboard so all your emails, texts and phone calls are organized and coordinated in the CRM. Unlimited leads and contacts, automatic lead follow up, drip and batch emailing
- SMS Texting – Now with Video Texting –Company Number included – 2 way texting from the dashboard- Group Texting
- Mobile App – Easily access your CRM dashboard on the road so you can respond instantly to new leads or let it go to auto responders.
- Single Line Power Dialer – available for extra cost- is a full fledged VOIP phone system.
- Integrations – Integrates with almost every other 3rd party partner you use.
- Multiple Users – 10 Users per plan
- Multiple Phone Numbers – Each team member gets their own company number.
- Multiple Single Line Power Dialers – Each team member has a dialer.
- Team Leaderboard – Lets everyone on the team know how each member ranks.
- Personalized onboarding – Makes complex transitions easy.
- Enhanced Training and Support
Pricing Plans
Grow – $69.00 a month per user – Unlimited leads and contacts – Company number for 2 way texting – Mobile App- Phone Dialer is an additional $39.00 per user per month
Pro+ – $499.00 a month – Includes 10 Users – Single Line Power Dialer and phone number for each user – Team Leaderboard – Additional users – $49.00 per month
Platform – $1000.00 a month – For up to 30 users – Enterprise class CRM for large teams and brokerages – Multiple Teams and Teams within Teams
14 Day Free Trial – No Credit Card Needed
Jay's Take
Likes:
- Easy to learn
- Their philosophy – Follow Up Boss acts as the hub for your business. As your business changes you change the 3rd party vendors but keep the same CRM.
- Phone Dialer is really a full business phone system that can replace VOIP phone systems like RingCentral.
- Integrations – Best in Class – Follow Up Boss integrates and plays well with over 200 lead sources, websites, calendars and most other 3rd party applications.
- Team Leaderboard – Great for fostering friendly competition to increase performance.
- No contracts– Month to month unlike Top Producer
- Simple pricing – unlike LionDesk.
Dislikes:
- No website included.
- Email templates are limited
Final Thoughts:
Follow Up Boss is the first real alternative to Top Producer for large teams. They’ve been in business for 10 years now and have grown into a more mature and stable company that’s been constantly improving year after year. One big difference between the two is that Top Producer requires a yearly contract while Follow Up Boss is month to month so you aren’t locked in if you decide you don’t like it. C’mon Top Producer, I’m afraid of commitment…
Follow Up Boss is the one platform that can be used by a single agent and can easily be adapted as that one agent grows even if you become a full brokerage. Their philosophy is that they are the hub that connects all your lead sources, websites and other platforms. This allows you to change your business model by changing your lead sources as the market changes. It also means that to unlock the full potential of Follow Up Boss, you’re going to need other vendors.
If you’re thinking about either Follow Up Boss or Top Producer, because Follow Up Boss is month to month and Top Producer is a one year commitment, I would sign up for the Follow Up Boss 14 day free trial and then even use it for a few months it and then check out Top Producer if you’re not happy.
