7 Best CRM for Real Estate Investors in 2024 [Compared and Reviewed]

Customer relationship management (CRM) involves maximizing sales and fostering customer relationships and requires the use of the right CRM software. The best real estate CRM solution can help you achieve your objectives, from lead data collection to customer data management.

In this guide, I ranked and reviewed the 7 best real estate CRMs, along with my top 5 choices, so you can pick the best one.

What is the Best CRM for Real Estate Investors?

Real estate investors require a reliable CRM to manage their contacts, properties, and deals. The best real estate CRM should offer features such as lead management, contact management, deal tracking, and integration with other tools that are relevant to the real estate industry.

Also Read: Introduction to CRM for Real Estate Investors

Here is a brief overview of the 7 best CRMs for real estate investors:

Pipedrive

Pipedrive is a highly intuitive and customizable real estate CRM software that offers a range of features, including lead and contact management, deal tracking, and email integration. It also offers a visual sales pipeline that makes it easy to track deals at different stages of the sales process.

Pipedrive is particularly useful for real estate agents and investors due to its pipeline management capabilities. It offers a range of features designed to help users manage their deals and automate their sales processes.

Learn more about this platform in this in-depth Pipedrive review.

Key Features

Deal Management: Pipedrive’s primary feature is deal management. It allows users to track deals and keep them organized by stages, such as “prospecting,” “qualification,” and “closing.” This feature makes it easy for real estate investors to see the status of their deals at a glance and prioritize their sales efforts.

Email Integration: Pipedrive offers seamless integration with Gmail and Outlook, allowing users to track and manage their emails within the CRM. This feature is particularly useful for real estate investors who need to manage a large volume of email communications with clients, partners, and other stakeholders.

Customization: Pipedrive is highly customizable, allowing users to tailor the CRM to their specific needs. Real estate investors can create custom fields, stages, and filters to match their unique sales processes and workflows.

Mobile App: Pipedrive has a mobile app that allows users to manage their deals and contacts on the go. This is particularly useful for real estate investors who need to stay connected and productive while out in the field.

Integrations: Pipedrive integrates with a range of other tools, including marketing automation platforms, accounting software, and project management tools. This feature allows real estate agents and investors to streamline their workflows and automate their business processes.

Also Read: Top Features for CRM for Real Estate Investors

Pricing

Pipedrive offers four pricing plans, starting with the “Essential” plan at $12.50 per user per month, up to the “Enterprise” plan at $99 per user per month. The pricing plans offer increasing levels of features and functionality, with the most advanced plan including advanced customization options, team management, and dedicated support.

• Trial: 14 Days, no credit card required

• Essential: Starting at $14.90 per user per month, including Lead, Deal, Calendar, pipeline management, and various integration options.

• Advanced: Starting at $24.90 per user per month, also includes email sync, scheduling, and workflow builders.

• Professional: Starting at $49.90 per user per month, also includes eSign documents, contrast, revenue projections, and custom reporting.

• Enterprise: Starting at $99 per month, designed for larger organizations.

What I Like

• Easy to Use: Pipedrive is designed to be intuitive and user-friendly, with a simple interface that makes it easy to navigate and use.

• Deal Management: Pipedrive’s pipeline management features make it easy for real estate agents and investors to track and manage their deals. The visual interface allows users to see the status of each deal at a glance, making it easy to prioritize and manage their sales efforts.

• Customization: Pipedrive is highly customizable, allowing you to tailor the real estate CRM to your specific needs. This includes custom fields, stages, and filters that can be used to match the unique sales processes and workflows of different businesses.

• Integration: Pipedrive offers integration with a range of other tools, including marketing automation platforms, accounting software, and project management tools.

• Mobile App: Pipedrive’s mobile app makes it easy for real estate agent or investor to manage their deals and contacts on the go. This is particularly useful for real estate professionals who need to stay connected and productive while out in the field.

What I Don’t Like

• Limited Reporting: Pipedrive’s reporting capabilities are somewhat limited compared to other real estate CRM platforms. This can make it difficult for real estate agents to get a comprehensive view of their sales performance and make data-driven decisions.

• Limited Automation: Pipedrive’s automation features may not be as comprehensive as other CRMs. This can make it difficult for real estate professionals to automate their sales processes and reduce manual tasks.

• Limited Customer Support: Pipedrive’s customer support can be somewhat limited, particularly for users on lower-tier pricing plans. This can make it difficult for real estate investors to get the help they need when they run into technical issues or need assistance with using the software.

Summary

Pipedrive is a great CRM option for a real estate business that needs robust deal management and customization features. It’s email integration and mobile app are particularly useful for real estate investors who are often on the go. While it may have some limitations in terms of reporting and automation, its ease of use and affordability make it a great option for a small to medium-sized real estate business.

Get started with Pipedrive.

Salesforce

Salesforce is a highly popular and comprehensive CRM that is used by businesses of all sizes, including real estate investors. It offers a range of features, including lead and contact management, deal tracking, and advanced reporting. Its customization options and extensive third-party integrations make it a highly versatile real estate CRM.

Learn more about this platform in this in-depth Salesforce CRM review.

Key Features

Lead Management: Salesforce’s lead management features allow real estate agents and investors to track and manage leads through the sales funnel. The platform offers tools for lead capture, lead nurturing, and lead scoring.

Deal Management: Salesforce’s deal management features allow real estate professionals to manage their deals from start to finish. The platform offers tools for deal tracking, contract management, and task automation.

Collaboration: Salesforce’s collaboration features allow you to work more efficiently with team members and stakeholders. The platform offers tools for document sharing, team chat, and project management.

Marketing Automation: Salesforce’s marketing automation features allow you to automate your marketing campaign and improve your lead generation efforts. The platform offers tools for email marketing, social media management, and analytics.

Integration: Salesforce integrates with a wide range of third-party apps and tools, including Google Drive, Dropbox, and DocuSign. This integration allows real estate investors to manage all their tools in one place and streamline their workflows.

Pricing

Salesforce offers four pricing plans:

• Sales Professional: $75/user/month – Includes advanced CRM features, opportunity management, and custom reporting.
• Service Professional: $75/user/month – Includes advanced analytics, customization, and workflow automation- focusing on the servicing features of CRM.
• Marketing Cloud Account Engagement: $1250/month – Includes all marketing automation tools to optimize and streamline your business.
• Salesforce also offers a free trial period for each of its plans, allowing real estate investors to test the platform before committing to a subscription.

What I Like

• Comprehensive Features: Salesforce offers a comprehensive set of features that can be customized that enables real estate investors to perform contact management, lead management, deal tracking, and marketing automation.

• Robust Reporting: Salesforce offers advanced reporting capabilities, allowing real estate professionals to get a comprehensive view of their sales performance and make data-driven decisions. This is particularly useful to track their performance across multiple properties or markets.

• Automation: Salesforce offers powerful automation features that can help real estate professionals streamline their workflows and reduce manual tasks. This includes features like lead scoring, automated email campaigns, and custom workflows.

• Customization: Salesforce is highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, reports, and dashboards that can be used to match the unique sales processes and workflows of different businesses.

• Integration: Salesforce offers integration with a range of other tools, including marketing automation platforms, accounting software, CRM tools, and project management tools. This integration allows real estate professionals to streamline their workflows and automate their business processes.

What I Don’t Like

• Complexity: Salesforce is a complex platform that can be difficult to navigate and use, particularly for users without technical expertise. This can make it challenging for real estate investors to get up and running quickly and effectively.

• Cost: Salesforce can be expensive, particularly for small to medium-sized real estate investing businesses. The pricing plans can be complex, and many of the more advanced features require additional fees or customization.

• Implementation: Implementing Salesforce can be time-consuming and require significant resources, particularly for businesses that have complex sales processes or data structures.

• Limited Customer Support: Salesforce’s customer support can be limited, particularly for users on lower-tier pricing plans. This can make it difficult for real estate investors to get the help they need when they run into technical issues or need assistance with using the software.

• Training: Due to its complexity, Salesforce often requires significant training and onboarding to use effectively. This can be challenging for real estate professionals who need to get up and running quickly and may not have the resources to invest in extensive training.

Summary

Salesforce is a powerful CRM for real estate investors who need robust features and customization options. While it may have some limitations in terms of complexity and cost, its advanced reporting and automation capabilities make it a great option for businesses with more complex sales processes or large portfolios of properties. It is regularly regarded as one of the best real estate CRMs in the market. However, small to medium-sized real estate investing businesses may find Salesforce’s cost and complexity prohibitive and may be better served by more affordable and user-friendly CRMs.

Get started with Salesforce.

Zoho CRM

Zoho CRM is a highly affordable and feature-rich CRM that is ideal for a small or medium-sized real estate business. It offers features such as lead and contact management, deal tracking, and integration with third-party tools such as Google Workspace.

Learn more about this platform in this in-depth Zoho CRM review.

Key Features

Contact Management: Zoho CRM allows real estate professionals to manage their contacts and leads from a central location. The platform provides tools for lead capture, lead scoring, and lead nurturing, helping investors to move leads through the sales funnel.

Deal Tracking: Zoho CRM provides a visual interface for tracking and managing deals, allowing real estate investors to easily monitor the status of their deals and prioritize their sales efforts.

Marketing Automation: Zoho CRM offers a range of marketing automation features, including email campaigns, social media integration, and web forms. These features can help real estate professionals to automate their marketing processes and generate more leads.

Customization: Zoho CRM is highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

Integration: Zoho CRM offers integration with a range of other tools, including marketing automation platforms, accounting software, and project management tools. This integration allows real estate investors to streamline their workflows and automate their business processes.

Pricing

Zoho CRM offers a range of pricing plans that can be customized to meet the needs of real estate investors. The pricing plans are based on the number of users and the features included. The plans include:

• Free: Includes basic features for up to 3 users, including lead capture, contact management, and deal tracking.

• Standard: Starts at $14 per user per month and includes additional features such as marketing automation and web forms.

• Professional: Starts at $23 per user per month and includes additional features such as sales forecasting and territory management.

• Enterprise: Starts at $40 per user per month and includes advanced features such as workflow automation and custom modules.

• Ultimate: Starts at $52 per user per month and includes advanced reporting, BI (business analytics), and is highly scalable.

What I Like

• User-Friendly: Zoho CRM is designed to be user-friendly, with a simple interface that makes it easy to navigate and use. This is particularly useful for real estate investors who may not have a lot of technical expertise or time to spend learning complicated software.

• Affordable: Zoho CRM is affordable, particularly compared to other CRMs like Salesforce. The platform offers a range of pricing plans that can be customized to meet the specific needs of real estate investors.

• Customization: Zoho CRM is highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

• Integration: Zoho CRM offers integration with a range of other tools, allowing real estate investors to streamline their workflows and automate their business processes.

• Marketing Automation: Zoho CRM offers a range of marketing automation features, including email campaigns and social media integration. These features can help real estate investors to automate their marketing processes and generate more leads.

What I Don’t Like

• Limited Reporting: Zoho CRM’s reporting capabilities are somewhat limited compared to other CRM platforms. This can make it difficult for real estate investors to get a comprehensive view of their sales performance and make data-driven decisions.

• Limited Automation: While Zoho CRM does offer some automation features, it may not be as comprehensive as other CRMs. This can make it difficult for real estate investors to automate their sales processes and reduce manual tasks.

Summary

Zoho CRM is a cloud-based real estate CRM platform that provides tools for contact management, lead generation, and deal tracking. The platform offers a range of features that can be customized to meet the specific needs of real estate investors.

Get started with Zoho CRM.

Hubspot CRM

Hubspot CRM is a highly intuitive and user-friendly real estate CRM that offers features such as lead and contact management, deal tracking, and email integration. Its free plan makes it a popular choice for startups and small businesses.

Learn more about this platform in this in-depth HubSpot CRM review.

Key Features

Contact Management: HubSpot CRM allows real estate investors to manage their contacts and leads from a central location. The platform provides tools for lead capture, lead scoring, and lead nurturing, helping investors to move leads through the sales funnel.

Deal Tracking: HubSpot CRM provides a visual interface for tracking and managing deals, allowing real estate investors to easily monitor the status of their deals and prioritize their sales efforts.

Marketing Automation: HubSpot CRM offers a range of marketing automation features, including email campaigns, social media integration, and web forms. These features can help real estate investors to automate their marketing processes and generate more leads.

Customization: HubSpot CRM is highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

Integration: HubSpot CRM offers integration with a range of other tools, including marketing automation platforms, accounting software, and project management tools. This integration allows real estate investors to streamline their workflows and automate their business processes.

Pricing

HubSpot CRM offers a range of pricing plans that can be customized to meet the needs of real estate investors.

• Free: Basic features for up to 3 users, including lead capture, contact management, and deal tracking.

• Standard: Starts at $18 per user per month and includes additional features such as marketing automation and web forms (limited to 1000 marketing contacts).

• Professional: Starts at $792 per month and includes additional features such as sales forecasting and territory management (limited to 2000 marketing contacts). It also includes marketing automation, reporting, and campaigns.

What I Like

• User-Friendly: HubSpot CRM is designed to be user-friendly, with a simple interface that makes it easy to navigate and use. This is particularly useful for real estate investors who may not have a lot of technical expertise or time to spend learning complicated software.
• Affordable: HubSpot CRM is affordable, particularly compared to other CRMs like Salesforce. The platform offers a range of pricing plans that can be customized to meet the specific needs of real estate investors.
• Customization: HubSpot CRM is highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.
• Integration: HubSpot CRM offers integration with a range of other tools, allowing real estate investors to streamline their workflows and automate their business processes.
• Marketing Automation: HubSpot CRM offers a range of marketing automation features, including email campaigns and social media integration. These features can help real estate investors to automate their marketing processes and generate more leads.

What I Don’t Like

• Limited Reporting: HubSpot CRM’s reporting capabilities are somewhat limited compared to other CRM platforms. This can make it difficult for real estate investors to get a comprehensive view of their sales performance and make data-driven decisions.
• Limited Automation: While HubSpot CRM does offer some automation features, it may not be as comprehensive as other CRMs. This can make it difficult for real estate investors to automate their sales processes and reduce manual tasks.
• Limited Customer Support: HubSpot CRM’s customer support is primarily offered through email, with limited phone support available. This may not be sufficient for real estate investors who require immediate assistance with technical issues or other problems.
• Limited Customization for Free Plan: While the free plan offers basic features, it does not provide access to advanced customization features. This may limit the ability of real estate investors to tailor the CRM to their specific needs.
• Limited Integrations: While HubSpot CRM offers integration with a range of tools, it may not integrate with all of the software and platforms that real estate investors use. This may limit the ability of investors to streamline their workflows and automate their business processes.

Summary

HubSpot CRM offers real estate investors an affordable and user-friendly platform for managing their sales processes. While the platform has some limitations, such as limited reporting and automation features, it offers a range of customization options and marketing automation features that can help investors generate more leads and close more deals.

Get started with HubSpot CRM.

Freshsales

Freshsales is a highly intuitive and customizable real estate CRM that offers features such as lead and contact management, deal tracking, and advanced reporting. Its AI-powered lead scoring and qualification features make it ideal for real estate investors who need to manage a large number of leads.

Key Features

Contact Management: Freshsales provides tools for managing and organizing contacts and leads, including lead capture, lead scoring, and lead nurturing. This helps real estate investors to move leads through the sales funnel and prioritize their sales efforts.

Deal Tracking: Freshsales offers a visual interface for tracking and managing deals, allowing real estate investors to easily monitor the status of their deals and prioritize their sales efforts.

Email and Phone Integration: Freshsales integrates with email and phone systems, allowing real estate investors to make and receive calls and emails directly from the CRM platform.

Customization: Freshsales is highly customizable, allowing you to tailor the CRM to your specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

Reporting: Freshsales provides comprehensive reporting capabilities, allowing real estate investors to track and analyze their sales performance and make data-driven decisions.

Pricing

Freshsales offers a range of pricing plans that can be customized to meet the needs of real estate investors. The pricing plans are based on the number of users and the features included. The plans include:

• Free Trial: Free plan and includes basic features for up to 3 users, including contact management and deal tracking.

• Growth: Starting at $15 per user per month and includes basic features plus email integration and lead scoring (limited to 2000 user sessions per month).

• Pro: Starts at $39 per user per month and includes additional features such as multiple sales pipelines, territory management, and workflows (limited to 3000 user sessions per month).

• Enterprise: Starts at $69 per user per month and includes advanced features such as lead assignment, AI forecasting, and advanced reporting (limited to 5000 user sessions per month).

What I Like

• Easy to Use: Designed to be easy to use, with a simple and intuitive interface that makes it easy to navigate and use the platform.

• Customizable: Highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

• Comprehensive Reporting: Comprehensive reporting capabilities, allow you to track and analyze your sales performance and make data-driven decisions.

• Integration: Integration with a range of other tools, including email, CRM tools, and phone systems. This integration allows real estate investors to streamline their workflows and automate their business processes.

• Affordable: This makes it an affordable option for businesses of all sizes.

What I Don’t Like

• Limited Features in Free Plan: While the free plan provides basic features, it may not be sufficient for real estate investors who require more advanced features and customization options.

• Limited Automation: While Freshsales does offer some automation features, it may not be as comprehensive as other CRM platforms. This can make it difficult for real estate investors to automate their sales processes and reduce manual tasks.

• Limited Customer Support: Freshsales offers customer support primarily through email, with limited phone support available. This may not be sufficient for real estate investors who require immediate assistance with technical issues or other problems.

• Limited Integrations: While Freshsales does offer integration with a range of tools, it may not integrate with all of the software and platforms that real estate investors use. This may limit the ability of investors to streamline their workflows and automate their business processes

• Limited Mobile App: Freshsales offers a mobile app, but it is limited in terms of functionality compared to the desktop version. This may be a disadvantage for real estate investors who need to manage their sales processes on the go.

• Limited Marketing Automation: While Freshsales offers some marketing automation features, they may not be as comprehensive as other CRM platforms. This may limit the ability of real estate investors to generate and nurture leads through automated marketing tools and campaigns.

Summary

Freshsales is a customizable and affordable CRM system for real estate that offers a range of features to help professionals manage their sales processes. While the platform has some limitations, such as limited automation and marketing features, it offers comprehensive reporting and customization options that can help businesses of all sizes improve their sales performance. Additionally, the affordable pricing plans make it a great option for real estate investors looking to streamline their sales processes without breaking the bank.

Get started with Freshsales.

Copper

Copper is a highly intuitive and user-friendly CRM for real estate that integrates seamlessly with Google Workspace. It offers features such as lead and contact management, deal tracking, and automation, making it ideal for small and medium-sized real estate businesses.

Key Features:

Contact and Lead Management: Copper offers tools for managing and organizing contacts and leads, including lead capture, lead scoring, and lead nurturing. This helps real estate investors to move leads through the sales funnel and prioritize their sales efforts.

Pipeline Management: Copper provides a visual interface for tracking and managing deals, allowing real estate investors to easily monitor the status of their deals and prioritize their sales efforts.

Email Integration: Copper integrates with Gmail and other Google Workspace tools, allowing real estate investors to send and receive emails directly from the CRM platform.

Customization: Copper is highly customizable, allowing real estate investors to tailor the CRM system to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

Reporting and Analytics: Copper provides comprehensive reporting capabilities, allowing real estate investors to track and analyze their sales performance and make data-driven decisions.

Pricing

Copper offers a range of pricing plans that can be customized to meet the needs of real estate investors. The pricing plans are based on the number of users and the features included. The plans include:

• Free Trial: Valid for 14 days.

• Basic: Starts at $23 per user per month and includes basic features such as contact and lead management and pipeline management (2500 contact limit).

• Professional: Starts at $49 per user per month and includes additional features such as email integration and advanced reporting (15,000 contact limit).

• Business: Starts at $99 per user per month and includes advanced features such as custom fields and layouts, advanced reporting and analytics, and integrations with third-party tools (unlimited).

What I Like

Google Workspace Integration: Copper integrates seamlessly with Google Workspace, allowing real estate investors to leverage their existing tools and workflows without having to switch to a new platform.

• Easy to Use: Copper is designed to be easy to use, with a simple and intuitive interface that makes it easy for real estate investors to navigate and use the platform.

• Customizable: Copper is highly customizable, allowing real estate investors to tailor the CRM to their specific needs. This includes custom fields, layouts, and reports that can be used to match the unique sales processes and workflows of different businesses.

• Comprehensive Reporting: Copper provides comprehensive reporting capabilities, allowing real estate investors to track and analyze their sales performance and make data-driven decisions.

• Automation: Copper offers automation features that can help real estate investors streamline their workflows and reduce manual tasks.

What I Don’t Like

• Limited Features in Basic Plan: While the Basic plan provides basic features, it may not be sufficient for real estate investors who require more advanced features and customization options.

• Limited Mobile App: Copper offers a mobile app, but it is limited in terms of functionality compared to the desktop version. This may be a disadvantage for real estate investors who need to manage their sales processes on the go.

• Limited Integrations: While Copper does offer integration with a range of tools, it may not integrate with all of the software and platforms that real estate investors use. This may limit the ability of investors to streamline their workflows and automate their business processes.

Summary

Copper is a popular CRM tool that is designed to integrate seamlessly with Google Workspace. It offers a range of features to help real estate investors manage their sales processes, including contact and lead management, pipeline management, and reporting and analytics. While the CRM software has some limitations, such as limited mobile functionality and integrations, it offers comprehensive reporting and customization options that can help businesses of all sizes improve their sales performance.

Get started with Copper CRM.

Folk.app

Folk.app offers a user-friendly CRM platform designed to streamline contact management and enhance collaboration for real estate investors. It focuses on simplifying client interactions and project management through a centralized system.

Read the Full Review

Key Features

• Advanced contact management tools.
• Automated workflow capabilities.
• Integration with real estate platforms and tools.
• Team collaboration features for project tracking and updates.

What I Like

• Intuitive user interface.
• Customizable to fit specific real estate investment needs.
• Strong focus on collaboration and efficiency.

What I Don’t Like

• May require a learning curve for users not familiar with CRM tools.
• Limited advanced analytics features for large-scale real estate investors.

Price

Folk.app offers a tiered pricing structure, including a free starter package, with premium features available in paid plans.

Range: $18 – $29 / member / month

Try it out here.

Podio

Podio is a cloud-based CRM and project management tool that is designed to help businesses of all sizes manage their workflows and streamline their sales pipeline. It is a flexible tool that can be customized to suit the unique needs of a variety of industries, including real estate investing.

Learn more about this platform in this in-depth Podio CRM review.

Key Features

Customizable workspaces: Podio allows users to create customized workspaces that can be tailored to specific tasks, projects, or teams. Real estate investors can use this feature to create workspaces for lead management, property analysis, deal management, and more.

Lead management: Podio’s lead management feature allows real estate investors to track leads, monitor their progress through the sales funnel, and collaborate with team members to ensure timely follow-up.

Task management: Podio’s task management feature allows users to create tasks, assign them to team members, set deadlines, and track progress. This feature is useful for managing deals, inspections, and other tasks related to real estate investing.

Integration: Podio integrates with a variety of third-party apps, such as Google Drive, Dropbox, and DocuSign. This feature allows real estate investors to streamline their workflows and manage all their tools in one place.

Customization: Podio is highly customizable, allowing users to create custom fields, views, and workflows that fit their unique needs. This feature is particularly useful for real estate investors who have specific workflows and processes.

Pricing

Podio offers a free plan and two paid plans:

• Free plan: Includes includes basic features such as task management, file sharing, and team collaboration.

• Plus plan: Starts at $11.20 per user per month – Includes advanced task management, workflow automation, and integrations with third-party apps.

• Premium plan: Starts at $19.20 per user per month – Includes all the features of the Plus plan, as well as advanced reporting and analytics, and access to premium integrations.

What I Like

• Customizable Workspaces: Podio allows real estate investors to create customized workspaces that can be tailored to specific tasks, projects, or teams. This feature allows investors to manage leads, deals, and properties in a way that suits their unique needs.

• Integration with third-party apps: Podio integrates with a variety of third-party apps, such as Google Drive, Dropbox, and DocuSign. This feature allows real estate investors to streamline their workflows and manage all their tools in one place.

• Task Management: Podio’s task management feature allows users to create tasks, assign them to team members, set deadlines, and track progress. This feature is useful for managing deals, inspections, and other tasks related to real estate investing.

• Collaboration: Podio’s collaboration features allow real estate investors to share documents, communicate with team members, and assign tasks. This feature is particularly useful for investors who work with a team or have multiple stakeholders involved in a project.

• Automation: Podio allows users to automate tasks and workflows, which can save time and reduce the risk of errors. This feature is particularly useful for real estate investors who have repetitive tasks or processes.

• Pricing: The Free plan and low-cost Plus plans allow a low barrier to entry for real estate investors to start tracking their deals and perform task automation and collaboration.

What I Don’t Like

• Learning Curve: Podio’s customization features can be complex, and it may take some time for real estate investors to learn how to set up their workspaces and workflows.

• Lack of Reporting: While Podio offers some reporting and analytics features, it may not be as robust as other CRMs in terms of reporting and data visualization.

• Limited Mobile App: Podio’s mobile app is not as robust as its desktop version, and may not offer all the features that real estate investors need while on the go.

Summary

Podio is a powerful real estate CRM option for investors who need a customizable, collaborative, and flexible tool that can be tailored to their unique needs. Its integration, automation, and task management features can help investors streamline their workflows, while its collaboration features allow them to work more efficiently with team members and stakeholders. However, investors may need to invest time and effort to learn how to use the platform effectively, and its limited mobile app and reporting features may be a drawback for some users.

Get started with Podio.

What is Real Estate CRM Software and why is it important?

A CRM, or Customer Relationship Management system, is a software tool that helps businesses manage their interactions with customers and potential customers. A CRM allows businesses to store and organize customer data, track customer interactions, and automate certain tasks related to customer management.

In the context of real estate investing, a CRM can be an invaluable tool for managing leads, deals, and relationships with buyers, sellers, and other key players in the real estate market. Real estate investors deal with a high volume of leads and transactions, and a CRM can help them stay organized and on top of all the moving pieces involved in the buying and selling process.

The best real estate CRM should have the following features:

1. Lead Management: A CRM can help real estate investors track and manage leads from various sources (such as online ads, direct mail campaigns, or referrals) in one central location. This can make it easier to follow up with leads and ensure that no potential deals fall through the cracks.

2. Deal Tracking: A CRM can help real estate investors keep track of all the details involved in a given deal, from initial contact with a seller or buyer to closing. This can include tracking property details, pricing information, and communication history with all parties involved in the deal.

3. Marketing Automation: A CRM can help real estate investors automate certain marketing tasks, such as sending email campaigns or scheduling social media posts. This can help investors stay top of mind with potential buyers and sellers, even when they’re busy with other aspects of their business.

4. Reporting and Analysis: A CRM can provide real estate investors with valuable insights into their business, such as which marketing campaigns are generating the most leads, which deals are most profitable, and which stages of the buying/selling process are most time-consuming.

Overall, a CRM can be a powerful tool for real estate investors looking to streamline their operations and grow their businesses. By providing a central location for lead and deal management, automating certain tasks, and providing valuable insights into business performance, a CRM can help investors stay organized, save time, and make more informed decisions.

How do you choose the best Real Estate CRM software?

Pricing

One of the most important criteria for many real estate investors is pricing. Real estate investing can be an expensive business and every dollar counts. Evaluating the pricing of each real estate CRM can help investors find a solution that fits their budget while still providing the necessary features.

We need to evaluate each CRM for real estate usage based on the cost of the software, including any free plans or trial periods, as well as the cost of any additional features or integrations.

Features

Another important criterion is the features offered by each CRM. Real estate investors have unique needs when it comes to managing their businesses, so it’s important to evaluate each CRM based on the features that are most relevant to them. For example, a real estate investor may need a CRM that offers advanced lead management and deal tracking capabilities, or one that integrates with email marketing software to help automate their marketing efforts.

Ease of use

A CRM is only useful if it’s easy to use and navigate. Time is money, and real estate investors don’t have time to waste on a complicated CRM that’s difficult to use. Evaluating each CRM based on its ease of use can help real estate investors find a solution that allows them to quickly and easily manage their business.

We need to evaluate each CRM based on its user interface, including how easy it is to set up and customize, how intuitive it is to use, and how well it integrates with other tools and platforms.

Customer support

If something goes wrong with a CRM, it’s important to have good customer support to help resolve the issue quickly. Real estate investors can’t afford to wait around for customer support when they have a problem with their CRM. Evaluating each CRM based on the quality and availability of their customer support can help real estate investors find a solution that provides the support they need to keep their business running smoothly.

We should evaluate each CRM based on the quality and availability of their customer support, including support channels such as email, phone, and live chat.

Integrations

Real estate investors often use a variety of tools and platforms to manage their business, such as email marketing software, social media platforms, and project management tools. A CRM that integrates well with these tools can help streamline their workflow and improve efficiency. Evaluating each CRM based on its integrations can help real estate investors find a solution that works seamlessly with their existing tools and platforms.

Customization

Real estate investors have unique needs and preferences when it comes to managing their businesses, and a CRM that can be customized to fit those needs can help them work more efficiently. Evaluating each CRM based on its customization capabilities can help real estate investors find a solution that fits their specific needs and workflows.

We should evaluate each CRM based on the level of customization available, including the ability to create custom fields, workflows, and automation rules.

Scalability

Scalability refers to the ability of the CRM to grow and evolve as the business grows. This is important because real estate businesses are often dynamic and may experience rapid growth, expansion into new markets, or changes in their sales processes over time.

A highly scalable CRM can accommodate these changes and provide the flexibility needed to support the growth of the business. It can also help the business avoid the need to migrate to a new CRM solution as it expands, which can be costly and disruptive to the business.

In the context of real estate investment businesses, customization and scalability are particularly important because of the unique demands of the industry. Real estate investors may need to manage a large number of properties, contacts, and deals, which can be complex and time-consuming. They may also need to integrate their CRM with other tools such as property management software, accounting software, or marketing automation tools. A CRM that is highly customizable and scalable can help them manage these challenges and operate more efficiently.

For more information on how to choose the best CRM please read my full guide.

Want to see some comparisons?

Salesforce vs Pipedrive: Which CRM is the Ultimate Sales Machine?