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5 CRM Software Platforms For Real Estate Agents

5 CRM Software Platforms For Real Estate Agents


Salesforce is a popular platform for customer relationship management (CRM), and for good reason. This platform has been around for almost 30 years, and it’s easy to see why it’s stood the test of time. Salesforce offers solutions that are designed specifically for real estate agents in mind: from lead generation tools to sales processes and client management solutions.



Salesforce is a leader in CRM software, and it’s used by many real estate agents. But don’t worry if you’re not familiar with CRMs: we’ll cover everything you need to know below.

Salesforce has been around since 1999 and is used by many companies—including Zillow Group and Redfin—as a way to organize their business data and automate their workflow. Salesforce offers both a free trial version of its product (with limited features) as well as several paid options at various levels of functionality. The price ranges from $25 per user/month for its basic package up to $200 per user/month for its most advanced plan​, but there are also add-ons available at additional cost if you want more customization or specific feature sets.



If you’re only looking for a CRM solution, then Apptivo is a good choice.

This cloud-based CRM solution is designed specifically for real estate agents and property managers. It features robust functionality that allows you to track leads, manage contacts, create marketing campaigns and analyze data in order to improve your business processes.

It also comes with some great reporting tools which makes it easier for you to find out where your leads are coming from as well as what they are interested in buying or renting.

Apptivo is free so there won’t be any upfront costs – although if you want access to all the premium features then there will be an ongoing monthly subscription fee (which is still very affordable compared to other similar solutions).



Zoho CRM is a cloud-based CRM software solution that is designed for small and midsized businesses. It offers a full suite of features, including lead management, campaign management, marketing automation, project management and more.

Zoho CRM has been around since 2005 and is one of the most popular choices among real estate agents because it offers a free trial as well as an affordable monthly fee (starting at $9 per user).

Although Zoho CRM has some nice features that you would expect from top tier brands like Salesforce or Microsoft Dynamics 365 (formerly known as Dynamics CRM), its database size maxes out at 10 users. This makes it perfect for small businesses but not so great for large organizations with multiple territories or divisions that need to work together on projects from time to time.



Pipedrive is a CRM software platform for sales and marketing teams. It’s used by over 15,000 small businesses, 1 million customers and 300,000 companies around the world.

Pipedrive allows you to manage your contacts and leads in one place so you can keep track of which ones are ready to buy. You can also manage your to-do list with Pipedrive’s built-in tasks feature so you know what needs doing at any given time or stage in the sales process. This helps streamline workflow so you can focus on closing deals faster than ever before!



SocialEpoch is a complete WhatsApp CRM for businesses that provides all the core functions required for a successful business. It has an easy-to-use interface and powerful features, such as social media management, customer relationship management (CRM), lead management, marketing automation, CRM, customer support and analytics. SocialEpoch also includes automated email marketing for leads and sales pipeline tracking to keep you updated about each step in your lead generation process.

Auto translate all messages into the language you prefer

Empower your team to communicate productively with customers from every corner of the world

Multi-accounts Login

Only one account is allowed on each device?

You can run up to 10 WhatsApp accounts simultaneously on SocialEpoch SCRM!

Create & Edit User Personas

Greet your clients on their big days in life, and save time from recognizing one lead to another since you can label them! Segregate your customers with tags for personalized marketing.

Data Synchronization

Real-time data synchronization between mobile and PC

Export chat records and customer information from all agent accounts at one click.

Contact Management

Import and export customers easily and organize customer personas and tags efficiently

Group Management

Group member export and group broadcast. Reach your target customers as precisely as possible.

Customer Journey

Record the whole process of acquiring leads and track customers’ behavior in the CRM.


Follow up with customers and share all the information with your team. Improve customer loyalty with SocialEpoch CRM.

Smart Chatbot

Solve Customer Queries 24×7. Automatically collect information from potential customers. Send texts, images, docs, and videos in a smart automated manner. 

Task Assignment

Assign your tasks or clients to your team as needed, since every client deserved to be served timely!

WhatsApp Marketing Toolkits

Create your own website within minutes, customize your e-business card, and select from massive free content templates as you want. Everything you name it!

AI Exploring for Potential CustomersEmpowered by big data and AI, explore your potential customers on WhatsApp and reach them instantly.

Professional Support

We provide each client with a professional team for training and guidance to help you maximize your goals with SocialEpoch.

There are a lot of CRM software options that real estate agents can use to grow their business and help their clients!


There are a lot of CRM software options that real estate agents can use to grow their business and help their clients!

  • CRM (Customer Relationship Management) is the software that allows you to manage your clients, contacts and leads. A good CRM will allow you to see where your business is coming from, where it’s going and how much time you spend on each client or lead.
  • It’s very important for real estate agents to stay organized so here are some great features in some of the top real estate CRM platforms:
  • Lead capture with forms by email or fax – Automated follow-up reminders – Contact management – Reporting tools for viewing sales history


We hope this blog post has helped you to better understand the different CRM software options available for real estate agents. As you can see, there are many different products on the market today that can help you run your business more effectively. We recommend trying out Salesforce because it’s been around for so long, but if you don’t like it then try something new!