The 7 best CRMs for Real Estate

The 7 Best CRMs for Real Estate in 2025

You are a Real Estate agent, who has software to track your sales opportunities. However, sometimes you have asked yourself questions like the following: Should I change the software I am using in my Real Estate sale? How can I make work more efficient and better organized in my Real Estate company? The answer to these two questions has a single and simple answer: Work is much more efficient and easier when you use a CRM for Real Estate.​

If your Real Estate company still uses Excel spreadsheets to manage your prospects, clients and follow up on your sales opportunities, today could be the best day to think about a change and manage your business processes through a CRM used for real estate.
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A CRM is essentially software that can help you better manage your contacts and save time by automating certain repetitive or administrative tasks in your business management. Some CRMs also offer tools to help you grow your business, such as email marketing automation and sales tracking.
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We invite you to continue reading this article and learn about the 7 best CRMs for real estate that also include a free version for your evaluation.

Table of Contents
Why is it necessary to use a CRM for Real Estate?
Main characteristics of a CRM for Real Estate
The 7 best CRMs for Real Estate that include a free trial
1. Pipedrive CRM
2. Freshsales CRM
3. Monday Sales CRM
4. Salesforce Sales Cloud CRM
5. Hubspot Sales CRM
6. Bigin by Zoho CRM
7. Agile CRM
Considerations for choosing the Real Estate CRM for your business

Why is it necessary to use a CRM for Real Estate?

​​Every day, Real Estate agents must carry out numerous activities to offer their Real Estate management services, advice and mediation in operations related to the purchase and sale, rental of Real Estate, etc. All of this entails a heavy workload that often creates stress for the Real Estate agent.

In this situation, a Real Estate agent needs a solution like a CRM for Real Estate that helps them optimize their processes, better manage their time and workload.

A CRM software for Real Estate helps the Real Estate agent organize their clients, prospects, property information and activities to work more easily and effectively.

Main characteristics of a CRM for Real Estate

​A Real Estate CRM is a tool designed to help Real Estate industry professionals manage all communications with their prospects and clients, manage their Real Estate operations and transactions/negotiations.

The main features of a CRM for Real Estate vary depending on the size and needs of the organization, however in general, we present below some features that you can benefit from:

• Contact Management: ​​Real Estate businesses succeed by connecting the right people with the right property.
• Transaction Management: Real Estate CRMs allow you to collect and organize important property information and manage transactions.
• Management of sales opportunities: with the Real Estate CRM it is possible to optimize the monitoring of potential clients within the sales funnel and identify those most interested in purchasing.
• Sales funnel management: Real Estate agents will be able to easily identify what stage each potential client is in, as well as know what actions they must take to advance in the sales process.
• Customer communications: very important to establish and maintain a good relationship with customers, especially using different service channels such as chat, social networks, telephone and email.
• Personalized marketing​: once the ideal customer profile and their characteristics such as age, area of ​​residence, purchasing power, etc. have been defined, you can establish the value proposition that best suits their needs.

​​These are some of the features of a good Real Estate CRM that will help real estate agents make a big difference in their productivity and effectiveness in achieving their business goals.

The 7 best CRMs for Real Estate that include a free trial

When choosing the best CRM for Real Estate agencies, we have considered several important factors such as: its characteristics/functionalities, ease of use, that it has several plans and prices and, above all, that it allows the Real Estate agent to carry out a free trial of the software. CRM for your evaluation.

We believe that factors such as those mentioned above will help choose the next CRM for your organization, however remember that, in addition to the functions that the CRM offers to grow your business, when choosing one the most important thing is that it adapts best possible to your organization.

Let's see below our selection of the 7 best Real Estate CRMs:

1. Pipedrive CRM

Pipedrive is considered one of the best CRMs for the Real Estate industry as it drives sales and helps Real Estate agents achieve their business goals. Pipedrive is a CRM that is very easy to use and frequently used for Real Estate sales, so you can save time and increase your income thanks to efficient business monitoring.

It is specifically designed to make the use of CRM very simple for the agent, whether selling land or residential, commercial or industrial Real Estate.

It is an excellent option for teams of Real Estate agents that require a simple solution that adapts to different sizes and needs of Real Estate companies.

It offers features including sales process automation, sales pipeline management, customer relationship management, email tracking, lead management, contact management, and more.

Key Features of Pipedrive CRM

Sales force automation

• Contact and Account Management
• Opportunity & Customer Management
• Management of tasks, activities and monitoring
• Customer Contract Management
• Sales funnel management
• Management of sales objectives or goals
• Personalized marketing

Marketing automation

• Junk mail
• Campaign administration

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Mobile and Social

• Support for mobile users
• Integration to social networks and WhatsApp

Reports and Analysis

• Reports
• Panels
• Prediction

Pipedrive is one of the best CRMs for Real Estate because:

• Helps visually track and show the growth of leads and sales opportunities.
• It is simple and effective, it helps with activity reminders and keeping you organized.
• You can create multiple sales funnels for properties, buyer or investor.
• It manages to track the history of conversations with customers: calls, emails and WhatsApp messages for more precise tracking.
• With the Pipedrive App you can work on site, record conversations before you forget, and access property details.

Starting price: Pipedrive plans start at $14/user/month when billed annually. It also offers a free trial of up to 30 days that includes all its CRM functionalities.
CRM for free trial: Available

2. Freshsales CRM

​FreshSales stands out for being one of the best options to develop your Real Estate agency. With Freshsales you can access all your sales and marketing information through an exclusive software package that gives you a global perspective of your customers to offer them the best experience.

Freshsales automates all the processes necessary for both the sales and marketing departments and offers the complete lifecycle of each contact in a single platform

Key Features of Freshsales CRM

Sales force automation

• Contact and Account Management
• Opportunity & Management
• Management of tasks and activities
• ​Customer Contract Management

Reports and Analysis

• Reports
• Panels
• Prediction

Freshsales is one of the best CRMs for Real Estate because:

• ​It is extremely visual and allows you to easily upload leads.
• Allows you to create multiple sales funnels, or visual sales flows, with label assignment for opportunities
• It has the ability to track customers and conversations, which is essential in business.

Starting price: Growth Plan at $9/user/month billed annually. The Growth Plan is free for up to 3 users. Freshsales offers a full-featured free trial for up to 21 days.
CRM for free trial: Available

3. Monday Sales CRM

Monday Sales CRM is an intuitive platform, easy to use and offers great potential around integrations and automations. It can also provide you with a solution to maintain data on properties, tenants, sales, prospects, and more.

From the leasing process to tenant requests to owner requests, Monday Sales CRM can be used as a complete solution for your property management requirements. editar.

Key Features of Monday Sales CRM

Platform

• Personalization
• Workflow Capability
• User, role and access management
• Performance and Reliability

Sales force automation

• Contact and Account Management
• Opportunity & Management
• Management of tasks and activities
• Desktop integration
• Customer Contract Management

Marketing automation

• Leadership management

Mobile and Social

• Support for mobile users

Reports and Analysis

• Reports
• Panels
• Prediction

Monday Sales is one of the best CRMs for Real Estate because:

• It's easy to organize and understand, with customization options that allow different teams to track their progress.
• Monday Sales CRM's paid plan really has everything you need, and more than you'll need if you run a small business or personal project.
• You can prepare unique automation to do almost anything. From creating an event on your calendar when a customer requests a visit, to assigning a specific agent to a new high-value lead.

Starting Price: Offers a free plan for up to 3 users, after which prices scale based on the number of users as well as the functionality needed. Paid plans start at $12/user/month, billed annually, for the basic plan and include a minimum of 3 seats.
CRM for free trial: Available

4. Salesforce Sales Cloud CRM

Salesforce Sales Cloud is mainly used by large companies in the Real Estate sector. Among the advantages of Salesforce Sales Cloud is that it offers a large number of customization options and flexibility for all companies. This condition allows Real Estate organizations to adapt the platform to their particular requirements.

On the operational side of CRM, to track potential clients and provide relevant communications for lead generation, Real Estate agents can share client information through a variety of communication channels. It has quick lead management functionalities and provides practical solutions for residential and commercial properties.

Key Features of Salesforce Sales Cloud

Sales force automation

• Contact and Account Management
• Opportunity & Management
• Management of tasks and activities
• Desktop integration
• Management of budgets and orders
• Customer Contract Management

Marketing automation

• Campaign administration
• Leadership management

Reports and Analysis

• Reports
• Panels
• Prediction

Salesforce Sales Cloud is one of the best CRMs for Real Estate because:

• ​It is very easy to use and helps to be able to track progress and create a clean pipeline.
• It allows for faster response times, since you can receive and respond to messages from any Internet-enabled device.
• Connects to a wide variety of software platforms. The reports are complete and customizable.
• It has CRM capabilities including lead management, marketing automation, and contact management.
• Its functionalities help organizations manage customer accounts, track leads, conduct and monitor marketing campaigns, and provide after-sales service.

Starting Pricing: Plans start with Salesforce Sales Essential at $25/user/month when billed annually and aimed at small businesses, however, prices can increase significantly based on customer needs.

5. Hubspot Sales CRM

​HubSpot Sales CRM is one of the best sales tools that help Real Estate agents manage contacts, track offers, manage their sales pipeline, and more.

Its marketing automation features are one of its main advantages. Additionally, it offers a full range of software solutions for sales, customer service and operations. It is very useful for Real Estate agents who want to grow while keeping their other systems integrated in one place.

HubSpot CRM helps Real Estate companies of all sizes track and nurture leads. It offers features including outbound and inbound marketing, sales automation, sales pipeline management, customer relationship management, email tracking, lead management, contact management, and more.

Características claves de Hubspot Sales CRM

• Sales force automation
• Contact and Account Management
• Opportunity & Management
• Management of tasks and activities
• Desktop integration

Marketing automation

• Junk mail
• Campaign administration
• Leadership management
• Marketing ROI Analysis

Mobile and Social

• Characteristics of social collaboration
• Support for mobile users

Reports and Analysis

• Reports
• Panels
• Prediction

Hubspot Sales is one of the best CRMs for Real Estate because:

• Navigation is easy and friendly. Offers practical help to learn how it works.
• Great potential in integrations and capabilities
• With Hubspot, marketing is their strength. It's easy to use and has highly rated customer service.
• Sales funnel management tools track real estate leads throughout the sales process. Sales automation tools prevent prospects from being lost due to lack of follow-up.

Starting Price: HubSpot Sales CRM is available for free. Users can add 1,000,000 contacts and unlimited users. Free access to the CRM has no time limit. The plan starts at $100/user/month or $90/user/year.
CRM for free trial: Available

6. Bigin by Zoho CRM

​Bigin by Zoho CRM is the simplest CRM to get, with a business template made just for Real Estate, Bigin for Real Estate not only fits your business like a "glove in hand", but is easy to use and adapt . It is ideal for Real Estate companies with a relatively small workforce.

Bigin offers a sales pipeline that allows you to track all your offers from start to finish to cover all the key stages of a Real Estate deal, from the initial consultation to closing a sale.

Just like a typical Real Estate deal, it can start from the very basics, such as research and progress sequentially to site visit, negotiations, attorney review, to paperwork and closing. You can also further customize your pipelines and stages at any time.

Key Features of Bigin by Zoho CRM

Sales force automation

• Contact and Account Management
• Opportunity & Management
• Management of tasks and activities
• Desktop integration

Marketing automation

• Junk mail
• Campaign administration

Mobile and Social

• Support for mobile users

Reports and Analysis

• Panels

Bigin by Zoho is one of the best CRMs for Real Estate because:

• Keep a list of all your properties so you never have to search for details. Monitor all your spaces and their prospects and buyers from start to finish.
• Carefully customized fields to store every square inch of data.
• The product is very easy to use and configure
• Has great ability to customize pipeline views, stages, module names, fields
• Has capabilities and customization for any growing business
• Opportunities for accurate tracking of deals across multiple sales pipelines.

Starting Price: Bigin by Zoho CRM is available for free for one user and you can upgrade only when you need additional features. The Express Plan is priced at $7/user/month when billed annually.
Offers a 15-day free trial.
CRM for free trial: Available

7. Agile CRM

​Agile is an “all-in-one” CRM designed for small and medium-sized Real Estate companies. It allows you to automate Real Estate sales, marketing and service on a single platform. Their cloud-based SaaS service is mobile-ready, fast, and easy to use. Agile CRM offers you a range of pre-packaged email marketing templates to give your business the visually appealing and professional look you need.

It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing page builder, and knowledge base functionalities.

The software also offers email integration, allowing users to sync data with email services, including Gmail, Microsoft Exchange, and Office 365 and IMAP services.

Agile CRM Key Features

Sales force automation

• Contact and Account Management
• Opportunity & Management
• Management of tasks and activities
• ​Management of Customer Contracts

Marketing automation

• Junk mail
• Marketing ROI Analysis
• Leadership management

Reports and Analysis
Panels

Agile CRM is one of the best CRMs for Real Estate because:

• It has a very powerful board. The integration capability is versatile and easy to configure.
• It is an all-in-one Real Estate CRM at an affordable price. For the most part, this CRM is easy to use and I like how the automations can be set up in an intuitive way.
• Agile CRM is a great CRM for data processing, you can load heavy data easily. It can also integrate with github and also support service desk activities.

Starting Price: Agile CRM is available for free for up to 10 users. The Starter plan is priced at $14.99/month ($.99/month paid annually or $8.99/month paid every 2 years
CRM for free trial: Available

Considerations for choosing the Real Estate CRM for your business

​Choosing the right Real Estate CRM system depends on several factors, such as the size of your company and the Real Estate sales or rental model you carry out.

Independent or self-employed Real Estate agents, Real Estate brokers, and small Real Estate businesses can find which CRM software tailored for Real Estate sales provides the best value.

Either way, it is essential to do your research and find the tools that best support the growth of your Real Estate business and above all, perform an evaluation test together with your sales and marketing team to determine the Real Estate CRM that best suits you. your needs.