Join TbfyReviewer’s newsletter to receive every new article.
10 Best CRM for Real Estate Investors: Ranked and Reviewed
Hossam jamjama
- May 23, 2023
Are you a real estate investor looking for the perfect customer relationship management (CRM) tool to help you build better relationships with your clients and grow your business?
Finding the best CRM for real estate investors can be challenging, especially if you don’t know where to start. Fortunately, we’ve done the research for you and compiled a list of the best CRM tools out there.
In this article, we’ll explore the top 10 CRM software options for real estate investors and break down their key features, pros, and cons.
Whether you’re just starting out or are an experienced investor looking to take your business to the next level, there’s a perfect CRM solution on our list for you. So, let’s get started!
What Are the Best CRM for Real Estate Investors?
Here are our picks of the best CRMs for real estate investors:
- FreedomSoft – Best Overall.
- Realvolve – Best for Ease of Use.
- REIPro – Best for Lead Management.
- REI Reply – Best for Automated Follow-ups.
- Resimpli – Best for Beginner Investors.
- DealMachine – Best for Driving For Dollars Leads.
- Realeflow – Best All-in-One Solution.
- REI BlackBook – Best for Multi-Channel Marketing.
- Pipeline – Best for salespeople.
- PropertyRadar – Best for Property Data Analytics.
Let’s dive into each one:
1| FreedomSoft Review
Best CRM Software Overall For Real Estate Investors.
FreedomSoft CRM is a powerful real estate investment software designed to help investors automate their lead generation and deal management processes.
It is an all-in-one platform that provides users with essential tools such as lead capture pages, marketing campaigns, property analysis, deal automation, and more.
Key features of FreedomSoft:
- Automated lead capture and follow-up system.
- Customizable lead capture pages.
- Automated marketing campaigns.
- Property analysis tools.
- Deal management automation.
- Task management.
FreedomSoft Pricing:
FreedomSoft CRM offers three pricing plans:
- Starter Plan ($197/month)
- Grow Plan ($297/month)
- Scale Plan ($497/month)
Each plan includes different levels of access to features.
All plans come with a money-back guarantee.
✔ Pros of FreedomSoft:
- Comprehensive set of tools for real estate investors.
- Easy to use interface that even beginners can navigate easily.
- Excellent support resources including training videos and a dedicated support team.
- Great value for the price when compared to similar software products.
- Its automation features save time and effort.
- Helpful in analyzing deals before investing.
- The real-time monitoring feature allows quick decisions.
- Email templates customized for each investment type.
❌ Cons of FreedomSoft:
- Expensive compared to some competitors in the market.
- Limited customization options for certain features.
- It requires a somewhat steep learning curve for beginners who are new to real estate investing.
FreedomSoft Is Ideal For Whom?
FreedomSoft CRM is best suited for real estate investors who are looking for an all-in-one software solution to manage their leads and deals efficiently.
It is particularly useful for those who want to save time by automating repetitive tasks and analyzing properties thoroughly before making investment decisions.
Investing in FreedomSoft CRM can potentially increase efficiency and profitability in your real estate investment business.
2| Realvolve review
Best CRM Software for Ease of Use.
Realvolve CRM is a comprehensive CRM system built for real estate agents and brokers. It is a cloud-based software that allows users to manage their contacts, property listings, sales processes, and marketing efforts on a single platform.
By using this platform, real estate professionals can streamline communication with clients through automated email marketing campaigns, track milestones throughout transactions, create custom workflows, set up reminders to meet deadlines, and much more.
Key Features of Realvolve:
- Transaction management system.
- Automated communication and email marketing tools.
- Customizable workflows.
- Team collaboration features.
- Task management and deadline setting.
- Contact management system with automated follow-ups
- Property listing management
- Pipeline management
- Insightful analytics
Realvolve Pricing:
Realvolve CRM offers four pricing plans:
- Basic Plan ($94/month)
- Accelerate Plan ($99/month)
- Navigator and Concierge Plans need to contact them for pricing.
Each plan offers increasing access to features. All plans come with a free trial.
✔ Pros of Realvolve:
- User-friendly interface
- Customizable workflows to better suit different business needs
- Easy integration with third-party applications
- In-depth analytics with real-time reporting functionality
- Its collaboration tools enable team communication effectively.
- Tracks transaction milestones with ease.
- Easy integration with other apps, such as Zapier.
❌ Cons of Realvolve:
- There is no direct integration with Mailchimp or other email marketing software.
- Struggles to keep track of larger transactions efficiently.
- Reporting tools could be more comprehensive.
Who Are Realvolve Suitable For?
Realvolve CRM could be an excellent tool for all agents or brokers, especially small to medium-sized businesses.
With the marketing automation feature, even smaller companies can optimize their sales funnel and make lead capturing more efficient over time.
3| REIPro review
Best for Lead Management.
REIPro CRM is a real estate investment software that offers everything from lead generation, prospecting, deal evaluation to project management in an easy-to-use platform.
This cloud-based tool is best suited for investors who are looking for a one-stop comprehensive suite for managing their investments on multiple levels.
key features of REIPro:
- Deal modeling.
- Saving customized analysis as templates.
- Financial evaluation reports.
- Comprehensive lead generation tools.
- Deal analysis tools provide a quicker decision making process.
- Transaction management features streamline real estate transactions much faster.
- Integration capabilities with other real estate software platforms.
REIPro Pricing:
REIPro CRM offers two pricing plans:
- Standard Plan: $89/month ($109 when paying monthly)
- Team Plan: $247/month ($297 when paying monthly)
✔ Pros of REIPro:
- Quick setup process.
- Comprehensive lead generation tools.
- Detailed property analysis features.
- Built-in project management module.
- Its lead generation tools are top-notch.
- Comprehensive deal analysis and property valuation calculators speed up the decision-making process.
- Automated emails and follow-up features save time.
- The platform is intuitive and straightforward to use.
❌ Cons of REIPro:
- Limited customization options.
- It can only be used within the United States.
- The price point may not be economically feasible for some investors.
Who is REIPro best for?
REIPro CRM is ideal for real estate investors looking for a comprehensive and intuitive platform to manage their investments.
This versatile tool offers an extensive range of features from lead generation, prospecting, analysis to project management all in one software.
It is an excellent option for individuals who want to automate their real estate investment processes and effectively manage businesses in the US.
4| REI Reply review
Best for Automated Follow-ups.
REI Reply CRM is a customer relationship management software that helps real estate investors manage their property investments. This CRM solution is designed to streamline the entire sales process, from lead generation to closing deals.
Real estate investors can use this software to manage their marketing campaigns, track leads, and automate follow-ups.
Key Features of REI Reply:
- Automated Lead Capturing
- Follow-up Sequences
- Sales Automation
- Integrated Call Tracking
- Task Management
- Customizable Templates
REI Reply Pricing:
REI Reply CRM offers two pricing plans starting at $49 per month for their basic package.
They also offer a Pro package for $497/one time then $49 per month with more advanced features.
✔ Pros of REI Reply:
- Easy-to-use interface with intuitive navigation.
- Offers automated follow-up features saving valuable time.
- Provides video and text messaging features that enhance communication with leads.
- Excellent customer service with prompt responses and solutions to challenges.
- Integration with various marketing platforms eases operations.
❌ Cons of REI Reply:
- Steep learning curve for beginners who may find it challenging to navigate through the software.
- Limited number of templates could limit creativity for dedicated agents. -No social media integration.
Who Are REI Reply Suitable For?
REI Reply CRM is perfect for real estate agents hoping to upscale their investment capacity and streamline the sales process while increasing efficiency.
Its automated lead capturing features, sales automation tools, integrated call tracking and customizable templates save valuable time while generating leads.
Beginners may find it challenging initially; however, comprehensive tutorials are available.
With excellent customer service, REI Reply CRM makes life easy for realtors seeking smooth operations at affordable prices.
5| Resimpli review
Best for Beginner Investors.
Resimpli CRM is a tailored CRM solution for Beginner real estate investors. It has features such as lead management, property tracking, transaction capabilities, and follow-up automation.
The software is highly customizable to fit also the specific needs of real estate professionals.
Key features of Resimpli:
- Customizable Dashboard
- Lead Segmentation and Tracking
- Automated Follow-Ups
- Deal Management
- Real-time Notifications
- Virtual tour capabilities
Resimpli Pricing
Resimpli CRM offers three pricing plans:
- Basic at $99 per month.
- Pro plan at $299 per month.
- Enterprise at $749 per month.
They offer now a 50% discount for all plans. They also offer a 14 day free trial period.
✔ Pros of Resimpli:
- Provides highly regarded automated follow-up tools
- Highly customizable interface tailored to meet the unique needs of real estate professionals.
- Easy-to-use dashboard with intuitive navigation
- Multilingual support allowing diverse agents to navigate through software language barriers.
- Integrates easily with third-party applications.
❌ Cons of Resimpli:
- Property add-ons are expensive.
- Limited integrations compared to similar products.
- Some complex upgrades are prevalent standard in competitor software offerings.
Resimpli Is Ideal For Whom?
Resimpli CRM is an excellent tool for both real estate beginners and professionals seeking powerful lead management and automated follow-up capabilities.
Its highly customizable interface tailored to individual needs, easy-to-use dashboard with intuitive navigation functions, multilingual support feature, and integration capabilities make it an all-round CRM solution.
While its drawbacks include limited integrations and costly property add-ons, Resimpli CRM’s superior functionality stands out as an excellent choice for businesses looking to improve their sales processes.
Sign up for their 14 day free trial option today!
6| DealMachine review
Best for Driving For Dollars Leads.
DealMachine is a CRM software that provides real estate investors with an easy way to find, track, and analyze deals.
This cloud-based platform simplifies the lead generation process by utilizing direct mail marketing, driving for dollars, and skip tracing for locating potential investments.
Key features of DealMachine :
- Automated direct mail campaigns
- Lead tracking and management
- Skip tracing services for finding sellers
- Driving for dollars functionality
- In-app deal analysis tools
DealMachine Pricing
DealMachine offers three pricing options:
- Starter plan for $59 per month
- Pro plan for $99 per month
- Teams plan for $299 per month
They offer a 7 day free trial to try the platform before buying.
✔ Pros of DealMachine:
- Streamlines the lead generation process
- Integration with CRMs such as Podio and Salesforce
- Great customer support
- Affordable pricing plans
- Robust driving for dollars feature
❌ Cons of DealMachine:
- Limited integrations with other apps
- Results may take time
Who Are DealMachine Suitable For?
DealMachine is ideal for real estate investors who are looking to automate their direct mail campaigns, track leads, and analyze deals within a single platform.
With a range of affordable pricing options, this CRM software is perfect for investors on any budget. Try it out today with their 7 day free trial.
7| Realeflow review
Best All-in-One Solution.
Realeflow is an all-in-one platform designed to help real estate investors manage their businesses more effectively.
This CRM software provides users with tools to automate lead generation, organize contacts, manage deals, and track marketing campaigns.
Key features of Realeflow:
- Automated lead generation through direct mail campaigns
- Deal management tools with a customizable pipeline
- Contact management to store and organize information about buyers and sellers
- Marketing automation to manage email campaigns
- Detailed property analysis to evaluate investment deals
Realeflow Pricing:
Realeflow offers three pricing options:
- Leadflow Invest plan for $84 per month
- Leadflow Invest+ plan for $125 per month
✔ Pros of Realeflow:
- Integration with popular real estate listing sites such as Zillow and Trulia
- Great customer support
- Comprehensive deal management features
- Quality lead generation tools
- Advanced property analysis tools
❌ Cons of Realeflow:
- Higher pricing plans may not be affordable for all investors
- Limited integrations with other apps
Who Are Realeflow Suitable For?
Realeflow is ideal for experienced real estate investors who are looking for a comprehensive solution that includes everything from lead generation to property analysis.
With advanced features like customizable pipelines and integration with popular real estate listing sites, Realeflow is perfect for serious investors.
Sign up for their free trial today.
8| REI BlackBook review
Best for Multi-Channel Marketing.
REI BlackBook is a CRM software that provides real estate investors with a range of tools to help them manage their businesses.
This cloud-based platform includes features such as lead generation, automated marketing, deal management, and more.
Key features of REI BlackBook:
- Automated marketing campaigns through text messaging and email
- Lead capturing through customizable landing pages
- Deal management tools with an integrated calendar function
- Third-party integration options with other apps commonly used by real estate investors
REI BlackBook Pricing:
REI BlackBook offers three pricing options:
- Solopreneur plan for $97 per month.
- Small Business plan for $149 per month.
- Accelerator Plan for $297 per month.
✔ Pros of REI BlackBook:
- Comprehensive marketing automation features
- In-depth lead generating capabilities
- Strong third-party app integration options
- Easy-to-use calendar function
❌ Cons of REI BlackBook:
- Higher pricing plans may not be affordable for all investors
- Customer support could be more responsive
Who Is the Best Fit for REI BlackBook?
REI BlackBook is perfect for real estate investors looking for an all-in-one solution that includes lead capture, automated marketing, and deal management.
With third-party app integration options and in-depth lead capturing capabilities, REI BlackBook is ideal for serious investors who want to streamline their businesses.
Sign up for their free 14 day trial today.
9| Pipeline review
Best for salespeople.
Pipeline CRM is a real estate investor’s dream. It is designed to help real estate investors manage and streamline their pipelines, deals, and follow-ups.
It allows investors to track leads, visualize data in customized reports, explore portfolios, create tasks, and collaborate better with team members.
Key features of Pipeline:
- Customizable Deal Stages
- Contact Management
- Property Database
- Email Templates and Campaigns
- Appointment Scheduling
- Task Automation
- Reporting and Analytics
Pipeline Pricing
Pipeline CRM offers a 14 day free trial with no credit card required. After that, users can choose from three pricing plans:
- Start Plan at $25 per month per user.
- Develop Plan at $33 per month per user.
- Grow Plan at $49 per month per user.
✔ Pros of Pipeline:
- User-friendly interface
- Customizable deal stages
- Easy task automation
- Comprehensive reporting
- Affordable pricing
❌ Cons of Pipeline:
- Lacks integrations with some apps
- Limited functionality in the lower-priced plans
- Mobile app isn’t available yet
Pipeline Is Ideal For Whom?
Pipeline CRM is an ideal CRM solution for small to medium-sized real estate investors looking for an affordable, user-friendly, and comprehensive platform to automate their tasks, track customer interactions, and manage their property database seamlessly.
Try it out for free today!
10| PropertyRadar review
Best for Property Data Analytics.
PropertyRadar is a cloud-based CRM platform that targets investors in real estate who want to reach out directly to property owners.
It provides in-depth property data analysis tools that enable users to search for different metrics such as zoning changes, foreclosures, ownership histories, tax liens, and property values as well as detailed demographic analysis based on location.
With this tool, users can find potential leads; analyze local markets in just one click; identify similar or nearby properties based on historical information among others. You can also use mailing campaigns to reach out to your contacts.
Key features of PropertyRadar:
- Property Search: Opens up access to millions upon millions of property data vectors.
- Campaign management system.
- Predictive analytics.
- Tenant list and tenant info.
- Automated workflows.
- Email automation.
- Lead capture forms.
PropertyRadar Pricing:
PropertyRadar CRM offers a 3 day free trial for those curious to try it out. After that, users can choose from two pricing plans:
- Basic at $49 per month.
- Pro at $79 per month.
There is also a Custom plan for advance requirements.
✔ Pros of PropertyRadar:
- Detailed property reports
- A wide range of property filters
- Built-in mailing campaigns
- Automated workflows and predictive analytical insights
- Rich tenant lists are available
❌ Cons of PropertyRadar:
- Users report a steep learning curve with the application
- Customers have reported unexpected service demerits
- Limited integrations with other software/CRM tools
- Some advanced features only available in higher-tier plans
PropertyRadar Is Ideal For Whom?
PropertyRadar is an ideal CRM solution for real estate investors looking to optimize their acquisitions with specific properties while curating customized databases of lucrative territories to invest in, using its mass source of information that could enable market opportunities going forward.
Try it out for free today!
What Is CRM in Real Estate?
Customer relationship management, or CRM, refers to the strategies and tools businesses use to manage customer interactions.
CRM software has been around for decades now but has become increasingly popular within industries ranging from advertising agencies to retail companies.
In the world of real estate investment specifically, a good CRM system will help you manage property listings, and automate workflows that reduce data entry work or other manual tasks such as follow-ups on leads or communications via email or phone all accessible from one easy-to-use place.
Why CRM is Essential for Real Estate Investors?
Real estate investors face various challenges daily in an industry where almost every minute counts.
Time management and efficiency are essential in any type of business, but when it comes to real estate investing where the properties you’re interested in may change rapidly, having a streamlined process is vital.
As a real estate investor, building relationships with clients and prospects is crucial. Without a strong CRM system in place, it’s easy to get bogged down in administrative tasks or miss important follow-up opportunities.
A high-quality CRM platform can help streamline your processes and keep your leads organized- enabling you to focus on what really matters: building your business.
Check out too What Role Can a CRM Play in Effective Martech Stack.
Benefits of CRM for Real Estate Investors
The benefits of using a CRM for real estate investors include:
- Efficiently Manage Contact Information: One of the biggest advantages of a robust CRM system is that it allows investors to store all important contact information in one place. This eliminates the need for haphazard spreadsheets and sticky notes and allows investors to easily access information when needed.
- Improved Communication – Through automated workflows and pre-written templates, you can easily keep track of all your conversations with customers, vendors, and even within your team from one single location.
- Enhanced Customer Experience – You can keep track of all relevant information about a customer in one place including their communication preferences ensuring efficient responses and leading to happy clients.
- Deeper Insights – By having access to historical data as well as current client interactions, allows you to make more informed decisions that drive business growth.
- Better Organization – With all leads and properties stored in one database or software application means there are fewer chances of missed opportunities allowing for higher close rates.
Key Features to Look for in a Real Estate CRM
When shopping for a CRM that suits your real estate needs, here are some key features that should guide you:
- Lead & Contact Management: ability to import contacts from other systems if needed is important as well as easy lead tracking and qualification traits.
- Document Management: The ease of generating contracts, forms, and other necessary documents directly from the application makes keeping everything connected seamless
- Property Management: This feature lets you track properties either acquired or potential ones and keep everyone within your team informed through reports or workflows.
- Reporting and Analytics – Having access to real-time data is essential in seeing growth trends and making necessary changes.
- Social Media Integration: Real estate investors have increasingly been using social media for advertising their inventory, highlighting their successes, and promoting their business overall.
- Lead Capture: Ensure that the CRM lets you capture leads from various sources including email, Facebook ads, phone, web forms, and more.
- Direct Mail Features: Direct mail campaigns are effective drivers of audience engagement rates, ensure that the CRM includes direct mail features such as postcards, brochures, or letters; with templates included.
- Property Marketing: Choose a CRM that empowers you to broadcast your latest properties showcasing high-quality pictures or videos alongside detailed descriptions of the property amenities or locations
- User-friendly Interface: The best CRM will offer an intuitive user interface as it streamlines your work experience by bringing together vital functionality on one page.
- Support Integration: It’s important to prioritize CRMs that offer customer support services consistent with resolving issues in under 24 hours.
conclusion
In conclusion, a well-functioning CRM system will provide so many advantages for both large and small investments amongst the glitz and glamour of the world of real estate investing.
The great news is there are various CRM options for every type of need ensuring an investor’s ability to manage leads, properties, workflows, and contacts all from one single platform.
Keep in mind that choosing amongst CRMs should depend on what’s suitable for your personal needs as an investor but also one that enables maximum team collaboration plus overall growth in the investment world today.
Armed with this information, you are now equipped to make an informed decision on which tool stands out as the best CRM for real estate investors in your own professional eyes.
Don’t be hesitant to try out different tools with free trials before finalizing which CRM software is perfect for you!
- Last Update OnMay 23, 2023
Hossam Jamjama
Hey, it’s Hossam. I am a full time digital marketer & an online business owner. I write guides and in-depth reviews of the best SaaS products available. To help businesses make informed decisions about picking the right one for them.
Disclosure: TbfyReviewer is a participant in various affiliate programs, which means we may earn a commission when you buy something through links on our site at no cost to you if you decide to purchase a paid plan. You can read our affiliate disclosure.