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  • Best Real Estate Software for Agents

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    by Andi Moore | 11.03.2021

    The Best Real Estate CRM's are created by real estate agents for real estate agents. They are designed to increase productivity, efficiency, and enhance your real estate business.

    The Best Real Estate CRM's are designed using the latest technology so you can get more out of your business. The new platforms provide a wide array of features that will help you generate leads, schedule appointments, track your activity, and much more.
    The Best Real Estate CRM's have been carefully evaluated by experienced realtors to ensure they have the attributes needed to succeed in today's real estate market.

    A great CRM will provide a number of different features including lead management, contact management, document storage and retrieval, appointment scheduling, lead tracking and reporting.

    The various CRM's offer a variety of pricing models ranging from monthly subscription plans to pay as you go plans based on the number of users and features required by the broker or agent. The Best Real Estate CRM's also come with training and support options that include live webinars or 24/7/365 phone access to trained professionals who will help you get started with their software platform. 
    Choosing the right real estate CRM is not only a matter of picking the best product. It's more than that. You need to pick the best product for your business that you will actually use. The first step in choosing the right real estate CRM software for you is to understand how it works.
  • Table of Contents




    Follow Up Boss




    Wise Agent


    Real Geeks





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  • Chime

    Chime, one of the new generation real estate tech companies, is taking technology to the next level in an industry that has been slow to adopt it.

    It's not just about better technology for agents though. It is about providing a superior customer experience. A company that can do that will be around for the long haul.

    The Chime app puts agents in control of their leads and provides them with more information than any other service on the market. Agents can target leads based on specific criteria, send them instant messages, and view all the information they need in one convenient location.

    Chime also offers free automatic texting which allows agents to communicate with their leads without having to constantly check their phone.

    And most importantly, Chime is easy to use. The app is compatible with both iPhone and Android devices and can be accessed anywhere at any time making it perfect for agents on the go.

    Agents have found that using Chime has increased their productivity considerably by putting all of their leads in one place so they are not running back and forth between multiple websites trying to keep up with all the information they need. And best of all, Chime works!
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  • Follow Up Boss

    On of our favorite CRMs for real estate is Follow Up Boss. It’s a cloud-based CRM that’s designed specifically for the real estate industry, so it’s packed with features to help you prospect, schedule appointments, track your follow-up calls and text messages, automate your emails (so you can set up auto-send for all of your emails), and more.

    Like most CRMs, Follow Up Boss has lead management capabilities, allowing you to track all of your leads at once. The platform also allows agents to create custom fields to fill out information about their clients and prospects, which can be particularly helpful for larger brokerages with tons of clients.

    The best feature by far is the built-in SMS texting system that sends automatic text messages to prospects who don’t respond to emails or voicemails. That’s right—Follow Up Boss will send you an immediate text message when someone doesn’t respond so you can call them back immediately!

    You can also use Follow Up Boss as a marketing tool to promote your listings on social media sites through the use of its SmartPost feature. You can also schedule posts in advance using this feature.
  • LionDesk

    LionDesk's CRM platform is the perfect tool for real estate professionals. The software gives you all of your client information in one place, making it easier to keep track of your leads and contacts.   

    With LionDesk, you can easily create contact sheets, print marketing materials, create automated email campaigns, and more. The software also makes it easy to manage your calendars and tasks, giving you a full view of your business.

    The platform has an intuitive interface that allows you to easily view different pieces of information at once. You can get a clear idea of how each client is performing by looking at their contact history, which will also show you when they last called or emailed you.
    LionDesk is not just a CRM system, but an all-encompassing platform that can be tailored to your needs. It will streamline your business and help you close more deals.

    The LionDesk real estate CRM makes it easy to build custom forms for managing leads. You can monitor email campaigns, track calls and messages, and monitor social media engagement. The tool also integrates with YouTube, making it easy to share videos on your page.

    With LionDesk, you can create a complete digital marketing campaign from scratch. You can create Facebook ads using pre-defined templates or design your own from scratch. You can also use the tool's built-in analytics to get a better picture of the performance of your ads. In addition, you can create web pages for your property listings, launch text message campaigns, and remind yourself of important tasks by setting up notifications on the go.

    LionDesk is a cloud-based system that makes it easy for you to access your data from any location at any time. The tool also allows you to sync data across multiple devices so that you can continue working while on the go.
  • Wise Agent

    Wise Agent is a powerful all-in-one CRM for realtors. Offering seamless transaction management, advanced automation, time management tools, and a central database for all of your client information, Wise Agent can help you manage every area of your business in one place.
    The Wise Agent WordPress Plugin is a powerful, fully customizable solution for both real estate agents and brokers. Easily create lead capture forms for any page on your site in seconds.
    With Wise Agent's real-time reporting and email marketing tools, you can stay on top of your email campaigns, as well as your social media and SEO efforts. Wise Agent allows you to track conversations and leads from within the popular publishing platform. You can also use its Google Analytics integration to track the success of your website and social media activity.
  • Real Geeks

    Real Geeks CRM supports the needs of real estate businesses and agents of all sizes. The system can sync with multiple MLSs, which means your database will automatically grow as new properties become available. Using its sales pipeline feature, you can track all of your sales and open houses, including the names and contact information of your clients.
    Real Geeks CRM boasts a dashboard that’s searchable, allowing agents to monitor their leads. The software allows agents to track the status of leads as they move from one step to another – from being contacted, to viewing a property, and on to making an offer.

    The software also provides data about each of these steps – how many leads have been contacted at each stage, how many have viewed properties and how many have made offers. Agents can then access a comprehensive list of the properties that have been viewed by clients, allowing them to follow up with clients who were interested in certain properties but who chose not to make an offer.

    Using the CRM’s lead tracking features, agents can create custom forms for potential clients and view reports of all contact activity. In addition, they can create e-mail templates and automatically route incoming e-mails directly into the system. For example, when an agent receives an inquiry about a particular property, he or she can easily send the person a message through Real Geeks CRM
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  • Pipedrive

    A CRM is an essential tool for any salesperson. It can help you track client interactions, set reminders for follow-ups, and automate common tasks. But it's easy to get overwhelmed by features and technical jargon.

    Pipedrive is one of the best CRMs on the market, with a wide range of customizable features that make it easy to keep track of clients and their interactions.

    It combines the best elements of various leading CRM systems into one intuitive package. The app comes with all the basic features you would expect, like contact management and email integration, but also has advanced capabilities like project management tools, automation functionality, and Google Calendar synchronization.

    The app also prides itself on its visual sales pipeline feature, which allows users to easily see where all their deals are in the sales cycle. It also offers automated reminders so salespeople never forget important follow-ups.
  • Contactually

    Contactually is a great solution for real estate agents because of its integration with Compass. It allows you to stay on top of all aspects of your business and helps you qualify leads. With this CRM, you can upload and share documents, and assign tasks and follow-up reminders. Contactually also has a productivity tool that tracks your time.

    The platform integrates with Google Drive and Dropbox so you can easily upload files and spreadsheets to organize all your information in one place. This is especially helpful as it allows you to access all pertinent information as needed. The platform also has an app that enables you to take your contacts on the go.
    Contactually has a great user experience, which is an important factor when evaluating a CRM. The platform is clean and easy to navigate, and it works seamlessly on mobile devices.
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