While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. The compensation we receive from advertisers does not influence the recommendations or advice our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. Second, we also include links to advertisers’ offers in some of our articles these “affiliate links” may generate income for our site when you click on them. This site does not include all companies or products available within the market. The compensation we receive for those placements affects how and where advertisers’ offers appear on the site. First, we provide paid placements to advertisers to present their offers. This compensation comes from two main sources. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. The Forbes Advisor editorial team is independent and objective. Whether you might need help setting up integrations or just to get the software running, customer support plays a big role in finding any software-especially a CRM that you’ll be using every week.Īltogether, this analysis makes up 5% of the total score. Many real estate agents don’t have access to a tech team, so customer support on all software can be very important. Other factors we looked at include value for the money, popularity and stand-out features, such as customer support. Agents don’t have a lot of extra time to learn a complicated CRM system, so the more it just works with their natural workflow, the better. Our experts preferred software that was not only easy to navigate and use without any customizations, but also one that is easy to make needed changes without a tech team. These accounted for 5% of the total score. This entailed ranking both the overall score from customers and the number of reviews on site that included G2 and Capterra for these scores to give the fullest picture of reality and reduce bias. We researched reviews from real users to gauge their opinion of each platform. We weighted features at 55% of our total score. Other features we considered for essential included pipeline management, analytics tools, custom dashboards, document libraries, third-party integrations, mobile apps and multicurrency support. Being able to easily communicate with leads, prospects and past customers in different ways was a necessity. Real estate agents need more direct messaging features with easy access to history since some customers won’t provide repeat business for years to come. We looked for how the features meet the specific needs of real estate agents and teams. This accounted for 10% of our weighted scoring. We also looked for transparent pricing by a provider as some require potential customers to contact their sales department to receive a quote. Additionally, we looked at the range of prices between plans and the value that each higher-priced plan brings to the user. The value for the amount you’ll have to spend was weighed to make sure that each solution is a viable candidate to use compared to the competition. We wanted to make sure that all the options on this list were affordable for what each offered. Let’s take a look at the most important criteria that impacted our recommendations. We looked at everything from pricing and ease of use to the specific real estate industry features that are available. Large amount of built-in integrations, email automation options, transaction management toolsĪutomated text listing alerts to clients, strong marketing automation tools, list properties directly on your siteĪs we were choosing the best CRM for real estate agents, we considered all of the factors that make the needs of a real estate agent unique and important. Unlimited leads and contacts, automatic follow-up, drip and batch emailing Workflows, customized dashboards, library of templates for workflows and campaigns $32 per month, billed monthly, or $326 per year (billed annually)Ī/B testing, automatic email responders, SMS textingĪI-powered lead assistant, bulk texting, customizable fields
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