15 Best Real Estate CRM Software for Real Estate Developers in India

| November 23, 2019
Real Estate crm

Share

As a real estate agent, it is crucial to manage the multiple tasks that are required to sell, buy and lease properties while also monitoring finances. Apart from these core tasks, it is also important to generate leads and take your clients’ individual requirements into consideration.

Real Estate crm

All these tasks require a lot of time, effort and rapport building. Fortunately, technologies like real estate CRM software helps manage all these tasks along with customer relationship management.

Must-Have Real Estate CRM Features

college ERP system

The best CRM for real estate agents needs to have some essential features to make the multi-faceted processes run smoothly. Given below are some of the core features of the best CRM for real estate:

  • Database Management System: Retail CRM software provides spreadsheet to keep a record of transactions and clients.
  • Automated Marketing Tools: Real Estate CRM helps in sending various marketing materials, such as brochures, offers and emailers to the potential client database. 
  • Document Management System: This feature in Real Estate Software ensures that you keep all the important legal documents and customer details organised and safe.
  • Website Monitoring Tool: This realtor CRM helps understand which properties are most in demand among your prospects and offer them customized options.
  • Nurturing Existing Relationships: This is important to create loyal clients who bring in more business through referrals.

List of Top 15 Best Real Estate CRM Software

For efficient management of all the different modules of real estate, you need a robust real estate management solution. Hence, we bring 10 best real estate CRM software which are especially equipped to cater the needs of real estate developers:

  • Zoho Real Estate CRM

Zoho CRM

Zoho's real estate CRM software helps you complete your sales cycle by enabling your team to create and store quotes, invoices, price books, and bills in their account. Manage all your post-sales processes using powerful inventory management features and share your quotes and invoices to prospects through custom email and invoice templates.

Features of Zoho Real Estate CRM:

  • Capture Leads: With the help of this CRM for real estate agents, you can easily capture leads from social media platforms such as Twitter and Facebook along with other websites.
  • Case Management: With Zoho real Estate CRM, you can segregate individual deals and keep all its details at one secure place.
  • Marketing Analytics: It provides you efficient tools for analysing the different marketing verticals so that you can understand, the potential client-base and which platform do they prefer most.

Pricing: Its Standard Plan costs ₹ 720/user per month, Professional Plan costs ₹ 1200/user per month while the Enterprise Plan costs ₹ 2100/user per month.

  • Freshsales

Freshsales

Freshsales is a resourceful CRM software for real estate developers from Freshworks. It provides an intuitive UI with an array of practical features to help realtors and real estate developers execute projects with minimal efforts.

Features of FreshSales:

  • AI-based Lead Scoring: The Real Estate CRM Software provides an intuitive real estate lead scoring which automatically catches, complies and sends leads to the sales.
  • Intelligent Workflow Automation: It provides all the necessary tools to help in automating workflows of the team at various stages of a project.
  • Visual Deal Pipeline: Freshsales provides a graphical user interface with visual deal pipeline to seamlessly monitor the progress of individual projects.

Pricing: Its 21-day Sprout Plan is for free. While its Blossom Plan costs ₹1299/user per month and Garden Plan costs ₹2299/user per month.

  • Propertybase

Property Base

Propertybase is an efficient real estate CRM software especially designed for the management of contracts and marketing. It is ideal for both residential as well as commercial real estate agents and realtors.

Features of Propertybase:

  • Document Management: It provides all the necessary tools for the management of legal and property related documents of individual clients.
  • Email and SMS Marketing: Propertybase provides some of the most well organised SMS and email marketing tools to make property listings more visible to the potential clients.
  • Lease and Maintenance Management: The realtor CRM software for real estate provides a robust lease and maintenance management mechanism for seamless transaction between sellers and buyers.
  • Mobile App: This real estate CRM software has a responsive mobile app for efficient management of processes on the go.
  • Property Alerts: It provides useful property related alerts such as any new interest shown in buying or selling residential or commercial spaces.

Pricing: Its Company Plan costs ₹ 5214/user per month while the Enterprise Plan comes for ₹ 6534/user per month

  • Bitrix24

Bitrix 24

Bitrix24 is one of the most popular CRM software for real estate developers and agents available in the market. It offers a platform for seamless management of clients and data. In addition, it also provides a collaboration space so that all the involved members are on the same page.

It provides more than 30 dynamic and practical tools to ensure that business processes to be completed effectively and on time.

Features of Bitrix24:

  • Lead Management: Helps in tracking, capturing and assigning leads to dedicated agents
  • Call Tracking: Provides call tracking tools for increasing efficiency in sales.
  • Email Marketing: Provides dedicated tools for email marketing such as sending brochures and emailers.
  • Supports iOS and Android apps: It is mobile responsive, which helps real estate professionals to stay connected anywhere and at any time.

Pricing: Bitrix24 provides free CRM for real estate developers, and limits to 12 agents. It also provides unlimited contacts for free.

Bitrix24’s Plus Plan costs ₹ 2574 for unlimited users per month and Standard Plan ₹ 6534 for unlimited user per month. It also provides a free real estate CRM demo.

  • RealOffice360

RealOffice360 is a useful real estate agent CRM software designed for comprehensive management of different processes in a real estate project. It provides tools for tracking and monitoring of different stages so that the time taken for completion of projects can be minimised.

Features of RealOffice360:

  • Client Management: RealOffice360 provides systematic tools for client management to organize clients and keep their details systematically.
  • Deal Tracking: It lets realtors track the progress of the procedures in deals for each customer and seller.
  • Time Organisation: It helps in efficient time management by project members to help expedite the project in the pipeline.
  • Lead Generation: It provides miscellaneous tools for generating leads which includes marketing modules and social media and website monitoring.

Pricing: While it offers a lifetime free version, it also comes with a premium version for ₹1364.

  • B2B Bricks

Real Estate Software is an ideal real estate CRM software for both individual real estate agents as well as organisations. It offers assistance in providing customisable tools to help realtors in managing their real estate projects.

Features of B2B Bricks:

  • Lead Capturing: B2B brinks helps capture relevant leads from different online channels such as Facebook, Twitter, intuitively. It then forwards all the leads to relevant sales members for conversion.
  • Geo Tracking: It comes with advanced geo tracking capabilities to monitor activities of all the field agents for review to increase productivity.
  • Task Automation: It enables automation of various tasks such as lead generation and sending of mailers to move processes smoothly, down the sales funnel.
  • Unlimited Property Listing: It provides the option of unlimited project and property listing and response capturing for seamless leads-to-sales transition.

Pricing: Its Web Plan comes for ₹10,000/ user per annum, while Business and Corporate Plans come for ₹18,000 and ₹30,000/ user per annum, respectively.

  • PlanPlus

planplus

PlanPlus is one-stop solution for all real estate CRM software needs and includes a plethora of tools for real estate agents and realtors. This cloud-based software enables all the field agents and other team members to stay connected on the go.

Features of PlanPlus:

  • Client Management: It helps in categorising different clients based on the stage of the deal and date of completion. It also helps in keeping the client records, schedule reminders and helps in invoicing.
  • Lead Management: With the help of its intuitive algorithm, it can efficiently capture leads off various platforms including Website, Facebook, Twitter etc.
  • Email Marketing: It comes with efficient tools for email marketing such as sending brochures and mailers to potential leads in a single click.
  • Document Management: It provides a systematic document management module which helps keep all the critical and confidential documents of clients secure and at one place.

Pricing: PlanPlus provides free demo. Its Single Agent Plan comes for ₹ 1977/user per month while the Team Edition costs ₹ 2636.7/user per month

  • DaeBuild CRM

DaeBuild CRM is a systematic real estate agent CRM software which automates various processes in a real estate project. Simplifying the different tasks of real estate professionals, it also provides tools for following up with clients for impeccable client service.

Features of DaeBuild CRM:

  • Lead Management: It offers tools for automatic lead capturing and assigning leads to sale professionals.
  • Cloud Telephony: It helps connect with buyers, sellers, and potential clients and provides tools for telephonic sales and call recording.
  • Document Management: It comes equipped with critical tools for efficient document management so that all documents are stored securely and systematically.
  • Client Management: It helps real estate enterprises to efficiently manage processes related to clients such as invoicing, payment processing, and information management.

Pricing: Daebuild provides Real Estate CRM demo. However, pricing plans are available on request.

  • Cratio

Cratio CRM provides an all-encompassing real estate CRM software which helps in personalising the whole transaction process for clients, such as providing support and efficient documentation.

Specifically curated for real estate professionals such as property developers and real estate agents, Cratio’s tools help in execution of different stages of projects.

Features of Cratio:

  • Lead Automation: It helps in automating the process of lead capturing from various platforms such as Facebook and property portals to maximise the lead database
  • Leads: Once the leads have been captures, it curates a list of all potential clients and assigns it to the sales personnel.
  • Bookings to Sales Closure: It provides tools to manage bookings by clients and provided constant assistant from the booking to the closing of sales.
  • Telephonic Monitoring: It provides targeted tools for managers to monitor calls of agents to provides insights and suggestions.

Pricing: Cratio comes at ₹ 360/ month, per user. It doesn’t provide a free plan however it does provide free trial for limited days.

  • HubSpot CRM

Although HubSpot CRM, is a not specific to real estate, however it provides all the tools necessary for an efficient real estate CRM management. It provides all the tools including lead generation, document and client management and much more and minimises the procedural delays with the help of its state-of-the-art modules.

Features of HubSpot CRM:

  • Lead Management: It provides efficient lead management tools for capturing, managing and assigning leads to the agents.
  • Project Management: HubSpot CRM helps in building an effective project ecosystem under a single platform so that all the dedicated members of the project can track the progress through project management tools.
  • Email/SMS Marketing: The real estate agent CRM software helps in employing efficient marketing strategies through email and SMS.
  • Document Management: It helps in keeping all the critical legal property related client documents secure and confidential.

Pricing:
Hubspot provides free real estate CRM demo and signup. It has three plans, Free, starter for ₹ 3300 per month and Basic for ₹ 13200 per month.

  • LeadSquared

LeadSquared is one of the best real estate CRM software for streamlining sales processes. You can track leads from multiple sources, be it through phone, chat, website or social media. It helps with complete sales automation with lead management, daily status check, follow-up reminders, etc. Also, you can track and sales and revenue metrics to know what doing well for your business.

Features of LeadSquared Real Estate CRM

  • Catch Sales Signals: You can track qualified leads automatically from all possible channels where you are functional.
  • Custom Reporting: Get customized analytic reports as per your performance metrics.
  • Lead Capturing & Distribution: Leads that you capture from online and offline channels can be distributed to relevant sales professionals with just a few clicks.

Pricing: LeadSquared real estate CRM software is available in different pricing plans, and its Lite plan starts at Rs 15000.

  • Salesforce

Salesforce CRM software helps gather relevant information on the preferences of your customers and manage everything through a central location. You can offer personalized services to real estate prospects and ensure that their journey through the sales funnel is smooth. This makes Salesforce CRM an important tool for businesses operating in the real estate industry.

Features of Salesforce Real Estate CRM

  • Faster Response Times: You can respond quickly to anymessages you receive from potential customers of real estate properties. You can also set personalized automated responses.
  • Central Database: CRM provides all your contact informationon a single, unified system so that it ca be accessed from anywhere and anytime.
  • Smoother Correspondence: With the help of CRM software, you can send out emails to customers on their birthdays and anniversaries or when there is any special offer on properties.
  • Performance Evaluation: CRM software helps evaluate your customer service processes and measure the effectiveness of your efforts towards relationship building.

Pricing: Salesforce CRM is available the price of Rs 21,000.00/month.

  • Insightly

Realtors and property dealers find the workflow automation and bulk email functionalities of Insightly quite useful. It further helps with marketing campaigns to help realtors connect with more real estate leads. By using Insightly CRM, you can adopt more smarter strategies to increase sales and revenue for your business.

Features of Insightly:

  • Manage Inbound Inquiries: It allows uploading lead sources, tracking lead status and setting up lead assignment rules.
  • Manage Business Contacts: You can map your contacts in terms of buyer, agent, property manager, seller, and so on to provide personalized services.
  • Configure Opportunities for Sales: You can create an opportunity record and track leads in terms of requirement, budget and the timeline.

Pricing: The price of Insightly real estate CRM on request.

  • LionDesk

LionDesk provides many innovative features to manage real estate clients efficiently. Using this real estate CRM software, you can stay organized and communicate effortlessly with your customers. All these features subsequently result in an increased deal closure.

Features of LionDesk:

  • Drip Campaigns: LionDesk helps run effective drip campaigns with automated phone calls and messages in bulk.
  • Broker Functions: Real estate brokers can have a broader view of properties, deals and opportunities across different locations.
  • Video Email & Texting: Integrated video email & video texting functionalities will help make drip campaigns successful.

Pricing: The pricing details are available on request.

Best Open Source & Free Real Estate CRM Software

Here’s the best free CRM for real estate which provides all essential features with zero investment.

  • Bitrix24

Bitrix24 is one of the most popular free real estate CRM software for property dealers and agents. It offers a platform for seamless management of clients and data. In addition, it also provides a collaboration space so that all the involved members are on the same page.

This free real estate CRM software provides more than 30 dynamic and practical tools to ensure that business processes to be completed effectively and on time.

Features of Bitrix24:

  • Lead Management: Helps in tracking, capturing and assigning leads to dedicated agents
  • Call Tracking: Provides call tracking tools for increasing efficiency in sales.
  • Email Marketing: Provides dedicated tools for email marketing such as sending brochures and emailers.
  • Supports iOS and Android Apps: It is mobile responsive, which helps real estate professionals to stay connected anywhere and at any time.

Pricing: Bitrix24 provides free CRM for real estate developers, and limits to 12 agents. It also provides unlimited contacts for free.

Bitrix24’s Plus Plan costs ₹ 2574 for unlimited users per month and Standard Plan ₹ 6534 for unlimited user per month. It also provides a free real estate CRM demo.

  • RealOffice360

RealOffice360 is a free real estate CRM designed for comprehensive management of different processes in a real estate project. It provides tools for tracking and monitoring of different stages so that the time taken for completion of projects can be minimised.

Features of RealOffice360:

  • Client Management: RealOffice360 provides systematic tools for client management to organize clients and keep their details systematically.
  • Deal Tracking: It lets realtors track the progress of the procedures in deals for each customer and seller.
  • Time Organisation: It helps in efficient time management by project members to help expedite the project in the pipeline.
  • Lead Generation: It provides miscellaneous tools for generating leads which includes marketing modules and social media and website monitoring.

Pricing: While it offers a lifetime free version, it also comes with a premium version for ₹1364. With this free real estate CRM, you will get all essential features like online lead capture, unlimited clients, 110MB file storage, etc.

  • Citrix Podio

Podio free CRM tool is preferred by realtors, brokers and real estate agents to manage their communication with prospects and existing customers. With the all the information about real estate clients, realtors can sell the best properties to them quickly and convincingly.

Features of Citrix Podio

  • Stay on Schedule Always: This free real estate CRM system helps realtors manage their meetings and always stay on time to close the deal.
  • Organize Your Property Listings: With this CRM software for real estate developers, you can manage all details related to property listings. It ensures a captivating overview for prospective buyers.
  • Automated Workflows: With automated processes, you agents can focus more on opportunities and new enquiries. Also, they can ensure timely follow-up with customers.

Pricing: This free real estate CRM software is ideal for up to 5 users. However, you can opt for its basic plan at Rs 630 that is for unlimited users.

Benefits of Real Estate CRM

Best College ERP Software

Now that you know about different real estate CRM systems in detail, let’s discuss their benefits too.

  • Track Leads Efficiently

Real estate leads can be generated from multiple platforms, be it social media, real estate forums, offline events and directly through your website. Real estate CRM software helps manage leads from diverse platforms and respond to prospects quickly. 

  • Manage Information Sharing

CRM software helps with information transparency and ensures better communication between customers and employees. Real estate CRM can be easily integrated with the tools you commonly use, such as Tally and ERP solutions. Thus, ensuring better information sharing.

  • Run Marketing Campaigns

Marketing campaigns are quite effective in grabbing the attention of real estate prospects. It also helps stay connected with prospects and customers regularly. With the help of real estate CRM software, you can send automated emails and SMS to the targeted database. 

  • Improve Follow-Ups with Prospects

You can keep track of communication with prospects and customers and set follow-up reminders to ensure a streamlined sales funnel. At the same time, you can analyse the performance of your sales professionals based on their conversation history.

  • Promote Referral Leads

Real estate developers can connect with their existing customers to get referrals using CRM software. After all, word of mouth publicity is quite effective in the real estate business.

FAQs on Real Estate CRM

Q. Why do real estate agents need CRM software?

Real estate CRM software is important not just to communicate with prospects and provide personalized services. This software is also crucial for tracking the movement of your prospects through the marketing funnel. This will help in ensuring higher conversion at a faster rate.  You can understand your prospects needs and provide personalized services.

Q. How to find the best real estate CRM?

You can start by finding out which real estate CRM is best suited for your specific needs. As a real estate property dealer, you must be facing unique challenges, and should look for a software which can narrow down the obstacles and make it easy to connect with prospects and achieve conversion.

Q. Where to compare real estate CRM pros and cons and find out which one is the best?

Some of the most common pros and cons of real estate CRM software are:

Pros

  • Easy to use and customizable features
  • Advanced marketing functionalities
  • Hassle-free integration features
  • Interactive dashboard that tracks daily activities
  • Availability on mobile apps
  • Extensive reporting features
  • Exclusive social media features

You can simply stop considering those real estate CRM software solutions, which have these cons. Customer reviews are the best source to check pros and cons.

Cons

  • Features are not customizable
  • Reporting functionality is not up to date
  • The user interface is not intuitive
  • Lacks integration features
  • Too complex features for the users
  • Upgrades are expensive
  • Complex search functions

Q. How to use real estate CRM for higher profit and revenue?

With a real estate CRM software, you can:

  • Manage high volumes of information at a single platform
  • Respond to leads and customer responses on the go
  • Can stay connected with former clients for referral marketing
  • Access reports to know what’s working and what’s not

Nurture prospects through a centralized database

Summary

While different solutions on our list come with unique features and functionalities, it depends on the users; both individuals and enterprises to choose the best real estate CRM software which suits their requirements. As most of these solutions provide free demo, we suggest to first try it, before buying the one that fits your business requirements.

«
»

15 Best Real Estate CRM Software for Real Estate Developers in India

  1. Rajesh Rai says:

    One of the useful information shared for Real Estate CRM Software. By reading your article I have improved my knowledge. Please keep sharing such kinds of useful information about CRM software.

Leave a Reply

Your email address will not be published. Required fields are marked *

25 + = 33

Wondershare Filmora 10

SpyHuman

Tally.ERP 9

Busy Accounting Software

GogreenSFA 360

NPAV Net Protector Total Security

Adobe Premiere Pro CC for teams

Spine HR Suite

Plagiarism Checker X

Karizma Album

CompuTax

Autodesk Maya

Vyapar

Parashara’s Light

Zoho Books

Keka HRMS

Ginger Software - Grammar Checker & Language Translation

Whatsender Profile

Taxcloud india

Quick Heal AntiVirus Pro