In the 463rd episode of the Mail-Right Show, Robert Newman and Jonathan Denwood discussed the best real estate CRM tools and their importance for agents and brokers. Real estate CRMs are essential tools for agents and brokers to manage their contacts, follow up with leads, and streamline their marketing efforts. The episode provides an in-depth analysis of various CRM platforms, their pricing, features, and suitability for real estate professionals. Robert Newman is the founder of Inbound REM, an inbound marketing agency, and has over a decade of experience in the real estate SEO industry. On the other hand, Jonathan Denwood is the joint founder of Mail-Right, a CRM and lead generation platform, and also provides beautiful WordPress Websites with IDX functionality, all combined in one great package.
1. LionDesk
LionDesk is a CRM platform recently acquired by Lone Wolf. It offers a video messaging feature, which competes with platforms like BombBomb. It provides a seamless experience, offering easy access to features such as contacts, communication tasks, and campaigns. However, when working on individual tasks, the process can become overwhelming due to the large number of required fields that must be completed each time. The pricing is reasonable at $39 per month, making it a viable option for agents looking for a budget-friendly CRM. However, concerns were raised about the company’s ability to integrate LionDesk effectively into its existing systems after the acquisition.
2. Wise Agent
Wise Agent is a popular CRM that offers a mobile app and basic CRM functionalities. They do not build something entirely new or unique. Instead, they develop a system that is highly competent and seamlessly integrates into real estate workflows. It lacks advanced features like video messaging but is suitable for agents needing a straightforward contact management and follow-up tool.
Wise Agent offers lead generation tools, which are considered less effective than other options. At $49 per month, it’s a decent choice for agents who prioritize simplicity and affordability.
3. Realvolve
Realvolve is a more expensive CRM option, priced at $94 monthly. While it offers a range of features, the high cost makes it less attractive than other CRMs. Many users considered the platform overpriced for its value, and better alternatives are available at lower price points.
4. Follow Up Boss
Follow Up Boss is regarded as one of the best real estate-specific CRMs. It offers robust features and is highly effective for managing leads and contacts. However, Zillow recently acquired the platform, which has raised concerns about data privacy and ownership. Despite its excellent functionality, some agents may hesitate to use it due to its association with Zillow.
5. Top Producer
Top Producer is one of the oldest CRMs in the real estate industry. While it has a long history, the platform has not kept up with modern technological advancements. The pricing is significantly higher than other CRMs, starting at $179 per month, which makes it an unattractive option for most agents. The platform is considered outdated and overpriced compared to newer, more affordable alternatives.
6. Brian Buffini’s CRM
Brian Buffini’s CRM is designed to complement his renowned real estate training programs. The platform is straightforward and focuses on relationship-based sales. While it lacks advanced features like lead generation or website integration, it’s a solid choice for agents who prioritize simplicity and alignment with Buffini’s training methodologies. However, users should be prepared for potential sales calls and emails promoting Buffini’s coaching programs.
7. ClickUp
ClickUp is a versatile project management tool that offers a free template specifically designed for real estate agents. It’s an excellent option for agents who want a customizable and affordable solution. While it’s not a traditional CRM, it can be adapted to manage contacts, tasks, and workflows effectively. The free version makes it an attractive option for a tight-budget agent.
8. Zillow
Zillow’s popularity is also growing in the real estate industry. Zillow’s acquisition of Follow Up Boss is seen as a strategic move to gain access to agents’ data. Historically, Zillow has shifted its business model from promoting listings for free to directly competing with agents. Many see it as a risk when using platforms owned by Zillow, as agents might unknowingly give money to their biggest competitor.
