As a real estate agent, clients are your most important connections. To that end, a free real estate CRM (customer relationship management solution) can help you track your potential, present, and past clients — and help you secure them.
CRM software is used in virtually every industry. But you might not want to spend a lot of money on a real estate CRM software solution until you better understand what you need and what you want.
Let’s take a look at some of the best free real estate CRM options, the benefits of real estate CRM software, and the ways you can facilitate real estate investing today.
What is a CRM?
So what does CRM mean in real estate? A customer relationship management suite starts with tracking prospective leads. From there, a CRM solution logs all your customer touchpoints. You should be able to view your customer relationships, contact information, and marketing strategies with ease inside a real estate CRM.
Not every CRM solution is tailored to real estate. If you want a free real estate CRM, you might also find yourself looking at general-purpose solutions that nevertheless do what you want. Other CRM solutions are specifically designed for the real estate business.
CRM solutions will often integrate with sales and marketing suites, but some real estate business solutions are all-in-one.
9 Best Real Estate CRM Systems
Best for: A real estate professional who wants a free real estate CRM that is backed by marketing expertise and excellence.
Let’s start with Hubspot CRM. HubSpot offers a free, customizable customer relationship management suite. While it’s not dedicated real estate CRM software, it is robust enough that it can be tailored to anyone’s needs. Perhaps most importantly, it’s backed by the power of HubSpot.
HubSpot is a leader in the world of marketing and sales — so it’s clear that its CRM system is tailored toward securing more sales down your pipeline. If you want something for aggressive lead generation, this solution is it.
The HubSpot CRM includes pipeline management, automatic sales activity logging, and lead timelines. It’s not going to dig deep into real estate business customization, but it’s the perfect lightweight, simple, and slick solution for those just starting out.
Best for: A real estate agent who wants a robust platform that includes automated features.
Insightly provides not only a CRM solution but also a marketing platform. While you’ll see different tiers of pricing on the Insightly site, the platform remains free for up to two users. So, if you’re a real estate agent, it’s really perfect for you.
Insightly includes features such as lead routing, workflow automation, and the ability to send and track emails — robust solutions for a free CRM. In this CRM software, you can view your leads as they move down your pipeline and ensure that you’re properly scoring and routing those leads.
However, Insightly is not just for real estate; it’s a free, general-purpose CRM solution. But because it’s so well-tailored toward lead generation, it’s a good choice for a real estate professional trying to manage their sales funnel.
7. IXACT Contact
Best for: A real estate agent who wants to do everything, including social media marketing, within the same CRM tool.
A dedicated real estate CRM solution, IXACT Contact is perfect for residential and commercial real estate professionals alike. Whether you’re a full real estate agency or a solo agent within the real estate industry, IXACT provides a wealth of features.
Through the IXACT Contact system, you can:
- Organize and manage your contacts.
- Connect through email.
- Manage your agent website.
- Automate your social media marketing.
- Create and coordinate teams.
There’s also a concierge service that can help you get started fast.
But there’s a caveat; eventually, you’re expected to transition to the paid plan. IXACT Contact is designed so that you get the first six months free if you’re new to the real estate industry. That’s certainly enough time to start your lead management process. Eventually, the product will be about $30 to $40 a month.
Best for: A real estate professional who wants a best-in-class CRM solution that manages everything at once.
Zoho touts itself as being the “gold standard” for customer relationships. It is a CRM suite that is focused firmly on the support side of the CRM platform. Features of Zoho include salesforce automation, predictive sales, team collaboration, mobile app management, and more.
Out of the many solutions available, Zoho is undoubtedly one of the most advanced. Zoho can manage everything from your social media to your emails for you. At the same time, this type of robust marketing can come at a cost.
The free edition of Zoho CRM gives three users access to leads, documents, and mobile apps. But if you want to get the most out of its features (such as being able to automate emails), you will want the paid version. Luckily, the paid version starts at $14/user/month.
Once you get to the professional version of Zoho CRM, you gain access to the more advanced features like Zia AI, CommandCenter, multi-user portals, and Canvas. Altogether, this will make it far easier for you to manage your campaigns.
5. Freshworks CRM
Best for: A real estate professional who has already worked with CRM solutions or wants an advanced CRM solution that can do it all.
Freshworks CRM is one of the most highly-rated CRM solutions in the industry. Not only does it come with robust app integration options, but it also comes with features such as contact management, telephony, deal management, and email integration.
The free version of Freshworks CRM supports its mobile app, built-in chat, email, phone, contact lifecycle stages, and contact and account management. If you want to pay for the paid version of the tool, you can get multiple sales pipelines, time-based workflows, AI-powered insights, chat campaigns, and WhatsApp business support.
Freshworks CRM has quite a few professional features, making it an excellent all-around tool for those who need to manage many contacts and leads, those in charge of a big team, and those who generally want to improve their reach.
4. Agile CRM
Best for: A real estate agent who wants an all-in-one tool that can support lead management and their sales process.
A Realtor often works alone on their deals — and that means that a real estate professional needs to be able to leverage technology to the fullest extent. Agile CRM is an all-in-one customer relationship management package. It can turn a single real estate professional into a real estate company.
This software includes contact management, social media management, websites, email, scheduling, and more. The Agile CRM package comes as an installable app that functions not only as a CRM solution, but also as a personal assistant.
Like the others, it’s not dedicated real estate software. But it’s customizable enough to be able to support a real estate sales process and sales pipeline. If you want a tool that you can use easily on mobile, this is an ideal solution.
Best for: A real estate agent who wants a CRM specifically designed to support the real estate industry.
Targeted specifically towards real estate agents, RealOffice360 focuses on being a simple, easy-to-use real estate CRM platform. For a solo practitioner or any small business, Real Office 360 makes it possible to court potential buyers and sellers without having to dig deep into the CRM itself.
With RealOffice360, you can build a client database, track follow-ups, and view reports on prospective leads. You can view leads from initial contact to closing, and everything is done through an elegant, streamlined mobile CRM solution.
RealOffice360 is a free solution that includes some advanced features, such as the ability to keep detailed client notes, track properties, and even remember information about a client’s family. You can upload your files to the CRM solution and then shared to better streamline and foster customer relationships.
RealOffice360 is primarily tilted toward solo agents, which means that it may be harder to assign tasks or manage a team. But for solo agents, the “free” price and customer support options are hard to beat.
2. Bitrix 24
Best for: A real estate agent who wants a real estate CRM solution that integrates well with social media and marketing features.
A free CRM solution that supports unlimited numbers of users, Bitrix 24 focuses on leads and demand generation. In the platform, you can see your sales funnels, pipelines, and data analytics. You can even automate your pipelines for easier management.
Social media is a big part of marketing today. Bitrix 24 helps you find leads and generate interest on social media through messengers and social media DMs. Email marketing, text messaging, and telephony are all available.
The free version provides nearly all the features of the Bitrix 24 platform. At a minimum, it’s enough to decide whether it’s the right tool for you. You can have unlimited users, but some features are only available in the premium versions.
Premium versions of Bitrix 24 also include marketing support, online documents, sales intelligence, business process automation, HR, and administrative support. If you want a fully automated workflow, the automation through Bitrix 24 can help. Bitrix 24 isn’t just a customer relationship management suite but can help with your marketing campaigns and project management as well.
Best for: A real estate agent who wants a free real estate CRM solution that’s simple and easy to understand.
SalesRabbit is a free real estate-focused CRM solution. It’s available for both iOs and Android and has some unique features such as the ability to place leads on a map, track them visually, and sort them by status. If you want a simple, easy-to-use, mobile solution, Sales Rabbit is a good choice.
Through SalesRabbit, you can send your appointments, get reminders, and even plan routes. SalesRabbit isn’t anywhere as robust as a traditional CRM solution, but it provides real estate agents with the essential lead generation and lead management support they need.
If a real estate agent just wants a simple tool, this is the best option. But if they want advanced features like marketing and sales support, marketing automation, or robust sales and marketing reports, SalesRabbit isn’t going to be the right product.
Is it better to purchase a CRM solution?
As with most software, you’ll find that free real estate CRM solutions don’t always have the features you need. A premium solution will usually have better integration and superior feature sets. That being said, it’s also a question of which features you want. If you don’t lean heavily into marketing, big data, and AI, a free solution may be fine.
How can you find the best CRM solution?
Nearly every CRM solution out there today provides a free demo. The free demo is the perfect way to determine whether the solution does what you need it to do.
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