# Best Real Estate CRM Software for Medium-Sized Businesses

*By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*


Products classified in the overall Real Estate CRM category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Real Estate CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Real Estate CRM category.

In addition to qualifying for inclusion in the Real Estate CRM Software category, to qualify for inclusion in the Medium-Sized Business Real Estate CRM Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Top Real Estate CRM Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [REsimpli](https://www.g2.com/products/resimpli/reviews) | 4.9/5.0 (383 reviews) | Investor lead pipelines with built-in drip automation | "[Comprehensive CRM Solution with Instant Results](https://www.g2.com/survey_responses/resimpli-review-12811973)" |
| 2 | [Zillow Premier Agent](https://www.g2.com/products/zillow-premier-agent/reviews) | 2.2/5.0 (55 reviews) | Zillow-native lead capture with visibility costs | "[Great exposure and client leads for real estate professionals](https://www.g2.com/survey_responses/zillow-premier-agent-review-11793748)" |
| 3 | [Luxury Presence](https://www.g2.com/products/luxury-presence/reviews) | 4.3/5.0 (24 reviews) | Luxury-branded websites with SEO-driven lead generation | "[A Beautiful, High-Performing Real Estate Website Platform](https://www.g2.com/survey_responses/luxury-presence-review-12007999)" |
| 4 | [Contactually by Compass](https://www.g2.com/products/contactually-by-compass/reviews) | 4.2/5.0 (115 reviews) | Relationship follow-up reminders with contact bucketing | "[Powerful CRM ](https://www.g2.com/survey_responses/contactually-by-compass-review-1445833)" |
| 5 | [BoldTrail](https://www.g2.com/products/boldtrail/reviews) | 4.5/5.0 (1,487 reviews) | Agent database automation with integrated back office | "[I am super happy with KvCore!](https://www.g2.com/survey_responses/boldtrail-review-4790497)" |
| 6 | [Rechat](https://www.g2.com/products/rechat/reviews) | 4.7/5.0 (79 reviews) | All-in-one CRM, marketing, and listing workflows | "[Rechat | User-Friendly with Powerful Email Automation, Branding Control, and Great Support](https://www.g2.com/survey_responses/rechat-review-12799993)" |
| 7 | [Follow Up Boss](https://www.g2.com/products/follow-up-boss/reviews) | 4.6/5.0 (114 reviews) | Real estate lead distribution and follow-up automation | "[Efficient CRM with Seamless Integration](https://www.g2.com/survey_responses/follow-up-boss-review-12709107)" |
| 8 | [ResMan](https://www.g2.com/products/resman/reviews) | 4.8/5.0 (419 reviews) | — | "[Effortless Management with Stellar Support](https://www.g2.com/survey_responses/resman-review-12873879)" |
| 9 | [BoomTown](https://www.g2.com/products/boomtown/reviews) | 4.7/5.0 (564 reviews) | Automated buyer lead nurture with website activity tracking | "[User-Friendly that keeps clients engaged](https://www.g2.com/survey_responses/boomtown-review-7955665)" |
| 10 | [BoldTrail BackOffice](https://www.g2.com/products/boldtrail-backoffice/reviews) | 4.3/5.0 (165 reviews) | — | "[Streamlined Team Workflows, Minor UI Tweaks Needed](https://www.g2.com/survey_responses/boldtrail-backoffice-review-13086996)" |


## G2 Grid® for Real Estate CRM Software
![G2 Grid® for Real Estate CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/real-estate-crm/grids.png?focus%5B%5D=66255&focus%5B%5D=32533&focus%5B%5D=7280&focus%5B%5D=13815&focus%5B%5D=4133&focus%5B%5D=7192&focus%5B%5D=46501&focus%5B%5D=1283411)
Highlighted products: BoldTrail, Rechat, ResMan, Follow Up Boss, Contactually by Compass, BoomTown, Lofty, and SellDo.
Underlying data: [Grid® JSON](https://www.g2.com/categories/real-estate-crm/grids.json?focus%5B%5D=boldtrail&focus%5B%5D=rechat&focus%5B%5D=resman&focus%5B%5D=follow-up-boss&focus%5B%5D=contactually-by-compass&focus%5B%5D=boomtown&focus%5B%5D=lofty-lofty&focus%5B%5D=selldo&segment=mid-market)


## How Many Real Estate CRM Software Products Does G2 Track?
**Total Products under this Category:** 293

### Category Stats (Jul 2026)
- **Average Rating**: 4.3/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Rechat (+1.3%) - Among all products in this category, Rechat recorded the largest rating increase compared to last month
*Last updated: July 12, 2026*


## How Does G2 Rank Real Estate CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 6,700+ Authentic Reviews
- 293+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Which Real Estate CRM Software Is Best for Your Use Case?

- **Best for Small Businesses:** [REsimpli](https://www.g2.com/products/resimpli/reviews)
- **Best for Mid-Market:** [BoldTrail](https://www.g2.com/products/boldtrail/reviews)
- **Best for Enterprise:** [BoldTrail](https://www.g2.com/products/boldtrail/reviews)
- **Highest User Satisfaction:** [REsimpli](https://www.g2.com/products/resimpli/reviews)
- **Best Free Software:** [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews)


---

**Sponsored**

### Lofty

Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=339&secure%5Bchosen_at%5D=2026-07-12T22%3A31%3A45Z&secure%5Bdisplayable_resource_id%5D=339&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=339&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=46501&secure%5Bresource_id%5D=339&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Freal-estate-crm%2Fmid-market&secure%5Btoken%5D=b2dd6ac933832cde4179535e212bf77677cababdaf90b1bcebff41a67b01bc5a&secure%5Burl%5D=https%3A%2F%2Flofty.com%2F%3FfromEmail%3Dtrue%26utm_source%3DG2&secure%5Burl_type%5D=book_demo)

---

## What Are the Top-Rated Real Estate CRM Software Products in 2026?
### 1. [BoldTrail](https://www.g2.com/products/boldtrail/reviews)
BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive. BoldTrail is not only our new brand, but a new vehicle for Inside Real Estate to combine capabilities, including front office, back office, business intelligence and recruiting, to better serve you, the real estate professional.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1,487
**How Do G2 Users Rate BoldTrail?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Lead Management:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind BoldTrail?**

- **Seller:** [Inside Real Estate](https://www.g2.com/sellers/inside-real-estate)
- **Company Website:** https://insiderealestate.com
- **Year Founded:** 2015
- **HQ Location:** Murray, Utah
- **Twitter:** @IRE_Blogs (4,863 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/651176/ (448 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate, Commercial Real Estate
- **Company Size:** 54% Small-Business, 25% Enterprise


#### What Are BoldTrail's Pros and Cons?

**Pros:**

- Centralization (18 reviews)
- Features (15 reviews)
- Automation (13 reviews)
- Ease of Use (13 reviews)
- Lead Generation (12 reviews)

**Cons:**

- Difficult Usability (10 reviews)
- Learning Curve (9 reviews)
- Difficult Learning (5 reviews)
- Expensive (5 reviews)
- Difficult Learning Curve (4 reviews)


### What Do G2 Reviewers Say About BoldTrail?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **centralized dashboard** of BoldTrail, facilitating efficient business management and daily planning.
- Users commend BoldTrail's **user-friendly features** , robust lead capture, and excellent customer service for seamless integration.
- Users value the **near-total automation** of BoldTrail, simplifying lead generation and enhancing productivity.
- Users appreciate the **ease of use** with BoldTrail, citing its user-friendly interface and improved features for management.
- Users love the **lead capture function** of BoldTrail, finding it efficient and integral for streamlined lead generation.

**Cons:**

- Users find BoldTrail's **difficult usability** challenging, impacting productivity and causing confusion with its many tools.
- Users find the **learning curve steep** due to the overwhelming number of features and complexities to master.
- Users find the platform **difficult to learn** , noting its clunky interface hampers high productivity and user-friendliness.
- Users find BoldTrail to be **expensive** , seeking more affordable options for lead generation and flexible agent additions.
- Users find the **difficult learning curve** hinders productivity and makes mastering BoldTrail's features overwhelming.

#### What Are Recent G2 Reviews of BoldTrail?

**"[I am super happy with KvCore!](https://www.g2.com/survey_responses/boldtrail-review-4790497)"**

**Rating:** 5.0/5.0 stars
*— Charles F.*

[Read full review](https://www.g2.com/survey_responses/boldtrail-review-4790497)

---

**"[Essential Tool for Real Estate Success](https://www.g2.com/survey_responses/boldtrail-review-13086835)"**

**Rating:** 5.0/5.0 stars
*— Milly K.*

[Read full review](https://www.g2.com/survey_responses/boldtrail-review-13086835)

---


#### What Are G2 Users Discussing About BoldTrail?

- [I'm struggling to understand kvCORE's lead generation and nurturing tools. Can someone explain them to me?](https://www.g2.com/discussions/i-m-struggling-to-understand-kvcore-s-lead-generation-and-nurturing-tools-can-someone-explain-them-to-me)
- [What is kvCORE used for?](https://www.g2.com/discussions/what-is-kvcore-used-for) - 1 comment
- [What is BoomTown used for?](https://www.g2.com/discussions/what-is-boomtown-used-for)
- [What is CORE ListingMachine used for?](https://www.g2.com/discussions/what-is-core-listingmachine-used-for)
- [What is the meaning of BoomTown?](https://www.g2.com/discussions/what-is-the-meaning-of-boomtown)

### 2. [Rechat](https://www.g2.com/products/rechat/reviews)
Rechat is the AI Operating System for Real Estate with a Super App for Agents. One connected platform where relationships, marketing, and transactions work together, and AI works across all of it. Built to solve a persistent industry problem — agents toggling between 18 disconnected apps — Rechat's platform includes a fully integrated Marketing Studio, People Center, Deals Center, and an entire workforce of AI agents that work as teammates, not tools. The brokerages that run on Rechat see 75%+ agent adoption, replacing fragmented vendor stacks with a single, intelligent operating system. Learn more at rechat.ai.


**Average Rating:** 4.7/5.0
**Total Reviews:** 79
**How Do G2 Users Rate Rechat?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.7/10)
- **Lead Management:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Rechat?**

- **Seller:** [Rechat](https://www.g2.com/sellers/rechat)
- **Company Website:** https://rechat.ai/
- **Year Founded:** 2016
- **HQ Location:** Dallas, TX
- **LinkedIn® Page:** https://www.linkedin.com/company/rechat/ (71 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor
- **Top Industries:** Real Estate
- **Company Size:** 45% Small-Business, 40% Mid-Market


#### What Are Rechat's Pros and Cons?

**Pros:**

- Ease of Use (27 reviews)
- Features (19 reviews)
- Automation (15 reviews)
- Contact Management (15 reviews)
- Customer Support (15 reviews)

**Cons:**

- Learning Curve (4 reviews)
- Limited Customization (4 reviews)
- Missing Features (4 reviews)
- Email Issues (3 reviews)
- Limited Options (3 reviews)


### What Do G2 Reviewers Say About Rechat?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Rechat's interface **super easy to use** , greatly simplifying daily marketing and business tasks.
- Users value the **intuitive interface** and **powerful mobile app** that simplifies administration and enhances productivity.
- Users love the **automation features** of Rechat, simplifying email blasts and enhancing real estate management effortlessly.
- Users appreciate the **ease of use in contact management** with Rechat, finding it essential for client engagement and organization.
- Users praise the **excellent customer support** from Rechat, highlighting its readiness to assist whenever needed.

**Cons:**

- Users find the **learning curve challenging** , noting the need for clearer guidance and training for effective setup.
- Users point out **limited customization** options in Rechat, noting inflexible templates and restricted design features.
- Users are frustrated with **missing features** like poor email formatting and lack of creativity in social graphics.
- Users are frustrated by **email limitations** and poor template formatting when using Rechat for outreach.
- Users find **limited options** in Rechat, struggling with feature visibility and management challenges across the platform.

#### What Are Recent G2 Reviews of Rechat?

**"[Rechat | User-Friendly with Powerful Email Automation, Branding Control, and Great Support](https://www.g2.com/survey_responses/rechat-review-12799993)"**

**Rating:** 5.0/5.0 stars
*— Evelyn L.*

[Read full review](https://www.g2.com/survey_responses/rechat-review-12799993)

---

**"[Rechat, The Ultimate Real Estate Ecosystem + A Support Team That Moves at Lightning Speed](https://www.g2.com/survey_responses/rechat-review-12880273)"**

**Rating:** 5.0/5.0 stars
*— Alicia M.*

[Read full review](https://www.g2.com/survey_responses/rechat-review-12880273)

---


#### What Are G2 Users Discussing About Rechat?

- [What is Rechat used for?](https://www.g2.com/discussions/what-is-rechat-used-for)

### 3. [ResMan](https://www.g2.com/products/resman/reviews)
ResMan stands as the unrivaled choice in the multifamily and affordable housing real estate marketplace, embraced by owners, operators, and investors. Our platform is thoughtfully designed to provide tailored and seamless solutions that match your specific needs. With ResMan, you enjoy open, scalable architecture and freedom through our expanded product suite, including budgeting, fraud detection, utilities management, and the innovative AI chatbot "Leasing Assistant." Discover the simplicity of managing your property with our intuitive platform, integrating a comprehensive marketing suite, advanced accounting, reporting, and property management capabilities. ResMan's Marketing Suite includes Websites, CRM, Contact Center, and the AI-powered Leasing Assistant chatbot, providing a complete solution to attract and retain tenants while improving communication and lead conversion. Our leading-edge UI/UX transforms complexity into clarity, saving valuable time and boosting efficiencies. ResMan’s platform also includes powerful tools for applicant screening, maintenance optimization, and real-time analytics, ensuring every aspect of property management is covered. Our dedicated customer support and seamless implementation ensure a hassle-free experience. The benefits of ResMan extend further with features designed to address the needs of multifamily and affordable housing properties. ResMan makes property management easier by integrating solutions such as budgeting, fraud detection, and utility management, ensuring comprehensive operational control. One of ResMan's standout features is its open integration partner network, allowing organizations to build their product suite the way they want. This flexibility ensures that you can tailor the platform to meet your specific needs, leveraging partnerships that enhance and expand the functionality of ResMan. Elevate your property management with ResMan, where innovation meets practicality, empowering your success in today's competitive real estate landscape. With ResMan, property management becomes more than just a task—it’s a seamless, efficient experience that transforms operations and drives growth. Discover why ResMan is ahead of the competition and take your property management to new heights.


**Average Rating:** 4.8/5.0
**Total Reviews:** 419
**How Do G2 Users Rate ResMan?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Lead Management:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind ResMan?**

- **Seller:** [Inhabit IQ](https://www.g2.com/sellers/inhabit-iq)
- **Company Website:** https://inhabit.com/
- **Year Founded:** 2016
- **HQ Location:** Knoxville, US
- **LinkedIn® Page:** https://www.linkedin.com/company/inhabit-iq (2,600 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Property Manager, Assistant Manager
- **Top Industries:** Real Estate, Commercial Real Estate
- **Company Size:** 47% Small-Business, 43% Mid-Market


#### What Are ResMan's Pros and Cons?

**Pros:**

- Ease of Use (112 reviews)
- User-Friendly (59 reviews)
- Ease of Learning (40 reviews)
- Customer Support (37 reviews)
- Features (32 reviews)

**Cons:**

- Missing Features (17 reviews)
- Slow Performance (15 reviews)
- Poor Usability (14 reviews)
- Slow Speed (13 reviews)
- Not User-Friendly (11 reviews)


### What Do G2 Reviewers Say About ResMan?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of ResMan, enhancing their workflow and making it their preferred software.
- Users appreciate the **user-friendly interface** of ResMan, making it easy for anyone to learn and navigate.
- Users find ResMan's **ease of learning** exceptional, with intuitive design and helpful resources for beginners.
- Users praise the **outstanding customer support** of ResMan, ensuring assistance whenever needed for a seamless experience.
- Users appreciate the **efficient and user-friendly features** of ResMan, enhancing productivity in property management.

**Cons:**

- Users find the **lack of export options and missing features** in ResMan limits their functionality and convenience.
- Users often experience **slow performance** with ResMan, especially during peak times like the start of the month.
- Users express frustration over the **poor usability** of ResMan, citing a bulky layout and difficult navigation.
- Users frequently experience **slow speed** , leading to delays when searching for residents and pulling reports.
- Users find the **interface challenging** , with accessibility issues in the layout making daily tasks more complicated.

#### What Are Recent G2 Reviews of ResMan?

**"[ResMan: Reliable, Organized Property Management with Powerful Integrations](https://www.g2.com/survey_responses/resman-review-13000353)"**

**Rating:** 5.0/5.0 stars
*— Jazmyn C.*

[Read full review](https://www.g2.com/survey_responses/resman-review-13000353)

---

**"[Effortless Management with Stellar Support](https://www.g2.com/survey_responses/resman-review-12873879)"**

**Rating:** 5.0/5.0 stars
*— Kelly B.*

[Read full review](https://www.g2.com/survey_responses/resman-review-12873879)

---


#### What Are G2 Users Discussing About ResMan?

- [What is ResMan used for?](https://www.g2.com/discussions/what-is-resman-used-for)

### 4. [Follow Up Boss](https://www.g2.com/products/follow-up-boss/reviews)
Follow Up Boss is simple sales software for real estate teams. We help you follow up faster, more often, and with the leads and clients most likely to convert into sales and revenue. Our clients range from solo agents through to some of the top performing teams in the country, as well as e-leads teams within larger brokerages. Our system is designed to manage the entire lifecycle of your relationship from new lead through to past clients and sphere.


**Average Rating:** 4.6/5.0
**Total Reviews:** 114
**How Do G2 Users Rate Follow Up Boss?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10)
- **Lead Management:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 8.7/10 (Category avg: 10/10)

**Who Is the Company Behind Follow Up Boss?**

- **Seller:** [Follow up Boss](https://www.g2.com/sellers/follow-up-boss)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @FollowUpBoss (1,550 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/24780438/ (102 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor
- **Top Industries:** Real Estate
- **Company Size:** 77% Small-Business, 15% Mid-Market


#### What Are Follow Up Boss's Pros and Cons?

**Pros:**

- Ease of Use (6 reviews)
- Customer Support (5 reviews)
- Integrations (5 reviews)
- Automation (3 reviews)
- Easy Setup (3 reviews)

**Cons:**

- Learning Difficulty (1 reviews)
- Search Functionality (1 reviews)
- Slow Speed (1 reviews)
- Software Bugs (1 reviews)


### What Do G2 Reviewers Say About Follow Up Boss?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Follow Up Boss, enjoying its intuitive design and effective automation features.
- Users appreciate the **responsive customer support** of Follow Up Boss, enhancing their experience with timely assistance and onboarding.
- Users value the **seamless integrations** of Follow Up Boss, enhancing communication and overall productivity effortlessly.
- Users value the **automation capabilities** of Follow Up Boss, streamlining tasks and enhancing overall productivity.
- Users love the **easy setup** of Follow Up Boss, making transitions and integrations seamless and efficient.

**Cons:**

- Users find the initial learning curve to be **challenging** , but worth it as they become familiar with the system.
- Users experience occasional **slow search functionality** in Follow Up Boss, leading to frustration and inefficiency.
- Users experience **occasional slow speeds** with the mobile app, leading to frustrations in usability and contact searches.
- Users report encountering **phone bugs** in Follow Up Boss, which are seen as a common software issue.

#### What Are Recent G2 Reviews of Follow Up Boss?

**"[Efficient CRM with Seamless Integration](https://www.g2.com/survey_responses/follow-up-boss-review-12709107)"**

**Rating:** 5.0/5.0 stars
*— Lilly S.*

[Read full review](https://www.g2.com/survey_responses/follow-up-boss-review-12709107)

---

**"[A CRM Lifesaver for Real Estate Teams](https://www.g2.com/survey_responses/follow-up-boss-review-9112857)"**

**Rating:** 5.0/5.0 stars
*— Yola S.*

[Read full review](https://www.g2.com/survey_responses/follow-up-boss-review-9112857)

---


#### What Are G2 Users Discussing About Follow Up Boss?

- [Do you recommend Follow Up Boss for real estate CRM, and what features are most valuable?](https://www.g2.com/discussions/do-you-recommend-follow-up-boss-for-real-estate-crm-and-what-features-are-most-valuable)
- [Does follow up boss have a dialer?](https://www.g2.com/discussions/does-follow-up-boss-have-a-dialer)
- [What is Fub CRM?](https://www.g2.com/discussions/what-is-fub-crm)
- [How do you follow up with your boss?](https://www.g2.com/discussions/how-do-you-follow-up-with-your-boss)
- [What is the use of follow up boss?](https://www.g2.com/discussions/what-is-the-use-of-follow-up-boss)

### 5. [Contactually by Compass](https://www.g2.com/products/contactually-by-compass/reviews)
Contactually is a SaaS-based intelligent customer relationship management (CRM) platform for real estate professionals and their teams that helps users develop and strengthen authentic, long-lasting relationships. The heart of Contactually is centralizing contacts and automatically documenting the relationship touchpoints. With a layer of intelligence over everything, and the ability to fit into your brokerage’s tech stack, Contactually scales actionable follow-up plans and automates relationship workflows, leaving agents free to do what they do best — build the kind of personal relationships that grow the business.

- Get smarter about messaging with automated relationship-nurturing programs, shared templated content, and open, click, and response tracking
- Bucket contacts by the kind of relationship you want to cultivate — new leads, current clients, past clients, sphere of influence, etc. — and set-up a personalized plan of action for each bucket
- Prioritize the day’s efforts with a daily dashboard and to-do email to prompt engagement and identify relationships that need attention
- Take advantage of growing AI features to optimize agent workflow — and their time. For example, our Best Time to Send identifies when to send an email to a specific contact to increase the likelihood of response, and allows the user to schedule it in advance
- Distribute best practices at the brokerage or team level, with options to allow agents to individualize based on their own personal success
- Access broker-level administration and reporting to drive adoption, increase agent productivity, and identify opportunities for recruiting, as well as retention risks

Contactually meets the needs of both brokers and agents, achieving higher-than-average adoption rates and contributing to recruitment, retention, and revenue growth throughout the brokerage. 75% of agents on brokerage accounts have logged in during the last 30 days, building stronger relationships and increased opportunities.


**Average Rating:** 4.2/5.0
**Total Reviews:** 115
**How Do G2 Users Rate Contactually by Compass?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Contactually by Compass?**

- **Seller:** [Compass](https://www.g2.com/sellers/compass-a6e45e71-8df1-4aa7-8c2e-17ce4aa6f608)
- **Year Founded:** 2012
- **HQ Location:** New York, Ny
- **Twitter:** @Compass (20,091 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/compassinc (34,905 employees on LinkedIn®)
- **Ownership:** NYSE: COMP

**Who Uses This Product?**
- **Who Uses This:** Realtor, Owner
- **Top Industries:** Real Estate, Marketing and Advertising
- **Company Size:** 77% Small-Business, 12% Mid-Market



#### What Are Recent G2 Reviews of Contactually by Compass?

**"[Powerful CRM ](https://www.g2.com/survey_responses/contactually-by-compass-review-1445833)"**

**Rating:** 4.5/5.0 stars
*— Joel B.*

[Read full review](https://www.g2.com/survey_responses/contactually-by-compass-review-1445833)

---

**"[One of the best softwares on the market, contactually](https://www.g2.com/survey_responses/contactually-by-compass-review-1599581)"**

**Rating:** 5.0/5.0 stars
*— Dayana P.*

[Read full review](https://www.g2.com/survey_responses/contactually-by-compass-review-1599581)

---


#### What Are G2 Users Discussing About Contactually by Compass?

- [What is Contactually by Compass used for?](https://www.g2.com/discussions/what-is-contactually-by-compass-used-for)
- [Does compass hire new agents?](https://www.g2.com/discussions/does-compass-hire-new-agents)
- [What is the best CRM for real estate?](https://www.g2.com/discussions/contactually-by-compass-what-is-the-best-crm-for-real-estate)
- [What is Compass CRM?](https://www.g2.com/discussions/what-is-compass-crm)
- [What CRM does compass use?](https://www.g2.com/discussions/what-crm-does-compass-use)

### 6. [BoomTown](https://www.g2.com/products/boomtown/reviews)
BoomTown, the only solution that generates and manages leads. Expert lead generation, consumer websites, CRM, in-house lead qualification services, and more, in flexible packages that scale.


**Average Rating:** 4.7/5.0
**Total Reviews:** 564
**How Do G2 Users Rate BoomTown?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)
- **Lead Management:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind BoomTown?**

- **Seller:** [Inside Real Estate](https://www.g2.com/sellers/inside-real-estate)
- **Company Website:** https://insiderealestate.com
- **Year Founded:** 2015
- **HQ Location:** Murray, Utah
- **Twitter:** @IRE_Blogs (4,863 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/651176/ (448 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate
- **Company Size:** 78% Small-Business, 19% Mid-Market


#### What Are BoomTown's Pros and Cons?

**Pros:**

- Ease of Use (8 reviews)
- Lead Generation (4 reviews)
- Lead Management (4 reviews)
- Contact Management (3 reviews)
- Organization (3 reviews)

**Cons:**

- Update Issues (3 reviews)
- Email Issues (2 reviews)
- Outdated Design (2 reviews)
- Outdated Technology (2 reviews)
- Poor Lead Quality (2 reviews)


### What Do G2 Reviewers Say About BoomTown?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find BoomTown's **ease of use** exceptional, simplifying lead conversion for non-tech agents and enhancing client engagement.
- Users appreciate the **lead generation capabilities** of BoomTown, especially for easy access to leads and their information.
- Users appreciate the **user-friendly lead management** of BoomTown, noting its effectiveness in converting and managing leads.
- Users love the **effective organization and management** of their contacts in BoomTown, enhancing lead tracking and workflow.
- Users love the **organization features** of BoomTown, finding it easy to manage leads and enhance communication.

**Cons:**

- Users express concerns about **update issues** , feeling the platform lacks innovation and has outdated functionalities.
- Users find it challenging due to **email issues** , including difficulty adding graphics and outdated technology.
- Users find the **outdated design** of BoomTown limiting, wishing for a more modern and user-friendly interface.
- Users find the **functionality outdated** , expressing a desire for a more modern design and improved dashboard features.
- Users report encountering **poor lead quality** with BoomTown, facing issues with fake client leads that cannot be deleted.

#### What Are Recent G2 Reviews of BoomTown?

**"[User-Friendly that keeps clients engaged](https://www.g2.com/survey_responses/boomtown-review-7955665)"**

**Rating:** 5.0/5.0 stars
*— Megan S.*

[Read full review](https://www.g2.com/survey_responses/boomtown-review-7955665)

---

**"[The Best CRM and website I have ever seen](https://www.g2.com/survey_responses/boomtown-review-6485921)"**

**Rating:** 5.0/5.0 stars
*— Laura  H.*

[Read full review](https://www.g2.com/survey_responses/boomtown-review-6485921)

---



### 7. [Lofty](https://www.g2.com/products/lofty-lofty/reviews)
Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.


**Average Rating:** 4.3/5.0
**Total Reviews:** 398
**How Do G2 Users Rate Lofty?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Lead Management:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Lofty?**

- **Seller:** [Lofty](https://www.g2.com/sellers/lofty)
- **Company Website:** https://www.lofty.com/
- **Year Founded:** 2016
- **HQ Location:** Phoenix, Arizona
- **LinkedIn® Page:** https://linkedin.com/company/loftyplatform (138 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate, Commercial Real Estate
- **Company Size:** 83% Small-Business, 10% Mid-Market


#### What Are Lofty's Pros and Cons?

**Pros:**

- Ease of Use (19 reviews)
- Features (16 reviews)
- Integrations (10 reviews)
- Customization (9 reviews)
- Lead Generation (9 reviews)

**Cons:**

- Poor Customer Support (11 reviews)
- Missing Features (9 reviews)
- Learning Curve (8 reviews)
- AI Inefficiency (6 reviews)
- Not User-Friendly (6 reviews)


### What Do G2 Reviewers Say About Lofty?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend Lofty for its **user-friendly design** and seamless integrations, making CRM tasks effortless and efficient.
- Users commend the **ease of use and extensive built-in features** that enhance their overall experience with Lofty.
- Users appreciate the **seamless integrations** of Lofty, enhancing their ability to manage everything on one platform.
- Users love Lofty's **customization options** , allowing seamless integration and management of multiple tools in one place.
- Users value the **effective lead generation** capabilities of Lofty, enhancing client relationships and improving workflow efficiency.

**Cons:**

- Users highlight **poor customer support** from Lofty, often experiencing long response times and unhelpful assistance.
- Users report **missing critical features** in Lofty, which limits functionality and impacts overall user experience negatively.
- Users find the **steep learning curve** of Lofty challenging, requiring time and training to master its features.
- Users criticize the **inefficiency of AI functionality** , citing slow performance and unresponsive support as significant issues.
- Users find Lofty **not user-friendly** , citing a challenging interface and complicated navigation between features.

#### What Are Recent G2 Reviews of Lofty?

**"[Smart CRM Features Boost Consistency but Need Refinement](https://www.g2.com/survey_responses/lofty-review-12640627)"**

**Rating:** 4.5/5.0 stars
*— Linda  M.*

[Read full review](https://www.g2.com/survey_responses/lofty-review-12640627)

---

**"[User-Friendly Platform with Strong Customer Service](https://www.g2.com/survey_responses/lofty-review-12941579)"**

**Rating:** 5.0/5.0 stars
*— Jyoti G.*

[Read full review](https://www.g2.com/survey_responses/lofty-review-12941579)

---



### 8. [SellDo](https://www.g2.com/products/selldo/reviews)
Sell.Do is an end-to-end real estate CRM that empowers real estate businesses to automate their marketing & sales cycle, optimize operations, and attain maximum ROI. The unique software solution has been built exclusively by real estate experts and industry veterans to enhance the overall client relationship experience of the real estate ecosystem. With Sell.Do, real estate builders, developers, agents, and brokers can effectively manage sales & marketing cycles, lead management, inventory management, digital payments, channel partner management, performance management, reports & dashboards, and analytics. Such customers of Sell.Do have witnessed increased sales, improved customer retention, informed decision making, and unmatched productivity among the teams. Since its inception in 2011, Sell.Do has contributed to the growth of more than 1000 real estate companies. In just over a decade, Sell.Do has bagged six awards and recognitions, making it one of the best real estate CRM software in India. Sell.Do’s Ask Jarvis feature uses advanced AI sentiment analysis to instantly interpret buyer intent — helping sales teams decide the right moment to engage, pause, or follow up. With AI Calling, Sell.Do eliminates the need for temporary calling staff by managing thousands of buyer conversations round the clock, ensuring every inquiry gets answered without delay or fatigue. Plus, with native in-built WhatsApp, teams can connect, nurture, and convert leads seamlessly within the same platform — no integrations needed.


**Average Rating:** 4.8/5.0
**Total Reviews:** 127
**How Do G2 Users Rate SellDo?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.7/10)
- **Lead Management:** 9.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind SellDo?**

- **Seller:** [Sell.Do](https://www.g2.com/sellers/sell-do-5953e727-c147-4e55-8697-7d82d94926d3)
- **Year Founded:** 2011
- **HQ Location:** Pune, Maharashtra
- **LinkedIn® Page:** https://www.linkedin.com/company/sell-do/ (139 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Real Estate, Construction
- **Company Size:** 59% Small-Business, 41% Mid-Market


#### What Are SellDo's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Customer Support (2 reviews)
- Reporting (2 reviews)
- User Interface (2 reviews)
- All-in-one Solution (1 reviews)

**Cons:**

- Learning Difficulty (2 reviews)
- Learning Curve (1 reviews)
- Update Issues (1 reviews)


### What Do G2 Reviewers Say About SellDo?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate SellDo's **ease of use** , enjoying a user-friendly interface and seamless integration with lead sources.
- Users value the **excellent customer support** of SellDo, praising its live chat, email help, and comprehensive knowledge base.
- Users appreciate the **effective reporting** capabilities of SellDo, facilitating lead management and follow-up.
- Users appreciate the **user-friendly interface** of SellDo, finding it easy to use and integrate seamlessly.
- Users value the **all-in-one solution** of SellDo, appreciating its ease of use and centralized data management.

**Cons:**

- Users find the **learning difficulty** challenging due to steep learning curves and confusing setup processes.
- Users find the **steep learning curve** challenging, as the setup process can be confusing for newcomers.
- Users report that **update issues** arise from lack of communication, making it hard for field sales employees.

#### What Are Recent G2 Reviews of SellDo?

**"[One stop solution for Realestate Companies](https://www.g2.com/survey_responses/selldo-review-10602208)"**

**Rating:** 4.0/5.0 stars
*— Manvi S.*

[Read full review](https://www.g2.com/survey_responses/selldo-review-10602208)

---

**"[Sell.Do – An Affordable and User-Friendly CRM Tailored for Real Estate Success](https://www.g2.com/survey_responses/selldo-review-11419202)"**

**Rating:** 4.0/5.0 stars
*— Soumen K.*

[Read full review](https://www.g2.com/survey_responses/selldo-review-11419202)

---



### 9. [CINC](https://www.g2.com/products/cinc/reviews)
Turn your database into a databank. CINC is the premier lead generation and conversion engine helping real estate agents increase their ROI and develop a valuable asset. CINC‘s 50,000+ top producers power their teams to drive bigger business and a better life. Now is the time to increase the value of your business. CINC allows you to: --Capture New Leads with Paid Search & Paid Social --Identify Now & Future Business --Nurture Leads in Your Database --Convert Leads into Homebuyers & Repeat Business


**Average Rating:** 4.4/5.0
**Total Reviews:** 193
**How Do G2 Users Rate CINC?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10)
- **Lead Management:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind CINC?**

- **Seller:** [Comissions Inc.](https://www.g2.com/sellers/comissions-inc)
- **Company Website:** https://www.commissionsinc.com
- **Year Founded:** 2011
- **HQ Location:** Marietta, Georgia
- **Twitter:** @CINCPro (810 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3012495/ (80 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate
- **Company Size:** 87% Small-Business, 9% Mid-Market


#### What Are CINC's Pros and Cons?

**Pros:**

- Ease of Use (12 reviews)
- Lead Generation (9 reviews)
- Customer Support (7 reviews)
- Features (7 reviews)
- AI Integration (6 reviews)

**Cons:**

- Poor Lead Quality (5 reviews)
- AI Inefficiency (4 reviews)
- Learning Curve (3 reviews)
- Missing Features (3 reviews)
- Search Functionality (3 reviews)


### What Do G2 Reviewers Say About CINC?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of CINC, enabling seamless integration and enhanced productivity in their workflows.
- Users commend CINC for its **effortless lead generation** , enhancing efficiency and delivering high-quality leads consistently.
- Users praise CINC for its **excellent customer support** , with prompt issue resolution and valuable monthly meetings.
- Users value CINC for its **robust features** , seamless integration, and ongoing updates that enhance their business growth.
- Users value the **AI integration** of CINC, enhancing lead tracking and maintaining connections effortlessly.

**Cons:**

- Users are frustrated with the **poor lead quality** , often receiving inaccurate contact information and unqualified prospects.
- Users report **AI inefficiency** causing mismatched contacts and ineffective communication, leading to frustration and inefficient lead management.
- Users find the **learning curve steep** , requiring time and tech-savviness for effective onboarding and usage.
- Users are frustrated by the **missing features** in CINC, including inadequate training and poor lead generation.
- Users desire a **more comprehensive search functionality** that pulls all MLS listings and includes better filtering options.

#### What Are Recent G2 Reviews of CINC?

**"[Intuitive and Powerful—CINC Made Lead Management Easy from Day One](https://www.g2.com/survey_responses/cinc-review-12311648)"**

**Rating:** 5.0/5.0 stars
*— Jan R.*

[Read full review](https://www.g2.com/survey_responses/cinc-review-12311648)

---

**"[Effortless CRM with Auto-Tracking Excellence](https://www.g2.com/survey_responses/cinc-review-11449988)"**

**Rating:** 5.0/5.0 stars
*— Frankie P.*

[Read full review](https://www.g2.com/survey_responses/cinc-review-11449988)

---


#### What Are G2 Users Discussing About CINC?

- [What is CINC used for?](https://www.g2.com/discussions/what-is-cinc-used-for)

### 10. [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews)
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%.


**Average Rating:** 4.5/5.0
**Total Reviews:** 260
**How Do G2 Users Rate IXACT Contact Real Estate CRM?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Lead Management:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind IXACT Contact Real Estate CRM?**

- **Seller:** [IXACT Contact Solutions](https://www.g2.com/sellers/ixact-contact-solutions)
- **HQ Location:** Toronto, Canada
- **LinkedIn® Page:** https://www.linkedin.com/company/464865/ (6 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate
- **Company Size:** 77% Small-Business, 18% Mid-Market


#### What Are IXACT Contact Real Estate CRM's Pros and Cons?

**Pros:**

- AI Integration (1 reviews)
- Client Communication (1 reviews)
- Contact Management (1 reviews)
- CRM Quality (1 reviews)
- Customer Support (1 reviews)



### What Do G2 Reviewers Say About IXACT Contact Real Estate CRM?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **seamless AI integration** of IXACT Contact, enhancing daily tasks and improving client management efficiency.
- Users appreciate the **effective client communication** tools in IXACT Contact, enhancing accountability and engagement with clients.
- Users appreciate the **ease of contact management** in IXACT Contact, enhancing organization and accountability in their daily tasks.
- Users appreciate the **ease of use and comprehensive tools** in IXACT Contact, enhancing their daily client interactions.
- Users value the **responsive customer support** of IXACT Contact, enhancing their daily tasks and overall CRM experience.


#### What Are Recent G2 Reviews of IXACT Contact Real Estate CRM?

**"[Great CRM for Beginers and Pros!Great CRM for Beginers and Pros!"](https://www.g2.com/survey_responses/ixact-contact-review-941056)"**

**Rating:** 5.0/5.0 stars
*— Hugo  S.*

[Read full review](https://www.g2.com/survey_responses/ixact-contact-review-941056)

---

**"[Fantastic all in one CRM](https://www.g2.com/survey_responses/ixact-contact-real-estate-crm-review-8931619)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/ixact-contact-real-estate-crm-review-8931619)

---


#### What Are G2 Users Discussing About IXACT Contact Real Estate CRM?

- [What is IXACT Contact Real Estate CRM used for?](https://www.g2.com/discussions/what-is-ixact-contact-real-estate-crm-used-for)
- [What is the best CRM system for real estate?](https://www.g2.com/discussions/what-is-the-best-crm-system-for-real-estate)
- [How do I cancel my subscription to Ixact?](https://www.g2.com/discussions/how-do-i-cancel-my-subscription-to-ixact)
- [What is CRM software in real estate?](https://www.g2.com/discussions/what-is-crm-software-in-real-estate) - 1 comment
- [What is Ixact contact?](https://www.g2.com/discussions/what-is-ixact-contact) - 1 comment

### 11. [Lone Wolf Relationships](https://www.g2.com/products/lone-wolf-relationships/reviews)
Unlock the full potential of your real estate business with Lone Wolf Relationships, the ultimate tool to nurture leads, manage connections, and drive success in every transaction. With AI-powered communication tools, seamless contact syncing, and automated workflows, this platform helps you build deeper relationships with your clients, ensuring every interaction feels personal and valued. From first impressions to celebrating milestones like a new home, Lone Wolf Relationships simplifies client management while enhancing your communication. Access ready-to-use templates and powerful task tracking features to stay organized and efficient, so you can focus on what truly matters—building lasting client relationships. Experience the power of personalized, impactful communications with Lone Wolf Relationships.


**Average Rating:** 3.4/5.0
**Total Reviews:** 44
**How Do G2 Users Rate Lone Wolf Relationships?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Lead Management:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Lone Wolf Relationships?**

- **Seller:** [Lone Wolf Real Estate Technologies](https://www.g2.com/sellers/lone-wolf-real-estate-technologies)
- **Year Founded:** 1989
- **HQ Location:** Cambridge, Canada
- **LinkedIn® Page:** https://www.linkedin.com/company/208859/ (807 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 41% Mid-Market


#### What Are Lone Wolf Relationships's Pros and Cons?

**Pros:**

- Automated Messaging (1 reviews)
- Automation (1 reviews)
- Communication (1 reviews)
- Contact Management (1 reviews)
- Text Messaging (1 reviews)

**Cons:**

- Confusing Instructions (1 reviews)
- Insufficient Guidance (1 reviews)
- Integration Issues (1 reviews)
- Learning Curve (1 reviews)


### What Do G2 Reviewers Say About Lone Wolf Relationships?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **personalized mass messaging** feature, enhancing communication with their contacts significantly.
- Users value the **automation** in Lone Wolf Relationships, as personalized mass texting enhances communication efficiency.
- Users value the **personalized mass communication** feature of Lone Wolf Relationships, enhancing their outreach significantly.
- Users value the **mass texting and personalized emails** in Lone Wolf Relationships for enhancing communication with contacts.
- Users value the **personalized mass texting** feature, enhancing communication through tailored messages to their contacts.

**Cons:**

- Users find the **text registration confusing** , requiring assistance from sales reps to avoid cancellation.
- Users find the **insufficient guidance** challenging, affecting their ability to navigate integrations and get started effectively.
- Users face **integration issues** with MLS, and initial confusion in text registration may hinder their experience.
- Users experience a **challenging learning curve** , especially with the initial integration and confusing registration process.

#### What Are Recent G2 Reviews of Lone Wolf Relationships?

**"[The Best Real Estate CRM for the Price](https://www.g2.com/survey_responses/lone-wolf-relationships-review-4690662)"**

**Rating:** 5.0/5.0 stars
*— David B.*

[Read full review](https://www.g2.com/survey_responses/lone-wolf-relationships-review-4690662)

---

**"[Reliable but needs some love](https://www.g2.com/survey_responses/lone-wolf-relationships-review-9883663)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/lone-wolf-relationships-review-9883663)

---


#### What Are G2 Users Discussing About Lone Wolf Relationships?

- [What is LionDesk used for?](https://www.g2.com/discussions/what-is-liondesk-used-for)
- [What is WOLFconnect used for?](https://www.g2.com/discussions/what-is-wolfconnect-used-for)

### 12. [Brokerkit](https://www.g2.com/products/brokerkit/reviews)
Brokerkit is an all-inclusive real estate CRM for the modern brokerage. By offering the industry's most interactive CRM, Brokerkit is the perfect solution to build and grow your brokerage. But we don't stop there! Our CRM allows you to automate your communications, track your leads progression, configure integrations, and so much more! Bundle in our team's accessibility, and your team is primed for success. Brokerkit is API-ready, so you can connect your current systems and processes too!


**Average Rating:** 4.9/5.0
**Total Reviews:** 41
**How Do G2 Users Rate Brokerkit?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10)
- **Lead Management:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Brokerkit?**

- **Seller:** [Brokerkit](https://www.g2.com/sellers/brokerkit)
- **Year Founded:** 2017
- **HQ Location:** Denver, CO
- **Twitter:** @brokerkit (33 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/brokerkit (13 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Real Estate
- **Company Size:** 52% Small-Business, 40% Mid-Market



#### What Are Recent G2 Reviews of Brokerkit?

**"[Accounts Payable Coordinator / Recruiter](https://www.g2.com/survey_responses/brokerkit-review-9402505)"**

**Rating:** 4.0/5.0 stars
*— Michelle B.*

[Read full review](https://www.g2.com/survey_responses/brokerkit-review-9402505)

---

**"[Exceptional Tool for Real Estate Success!](https://www.g2.com/survey_responses/brokerkit-review-9481289)"**

**Rating:** 4.5/5.0 stars
*— Erin B.*

[Read full review](https://www.g2.com/survey_responses/brokerkit-review-9481289)

---


#### What Are G2 Users Discussing About Brokerkit?

- [What is Brokerkit used for?](https://www.g2.com/discussions/what-is-brokerkit-used-for)

### 13. [Market Leader](https://www.g2.com/products/market-leader/reviews)
A pioneer in real estate lead generation and customer relationship management systems, Market Leader uniquely offers the power of several cutting-edge tools in one seamless solution – including a lead-generating website, full-featured marketing center, and robust CRM – with automated technology to simplify and grow your business. More than just an impression, Market Leader’s leads products distinctively offer a guaranteed number of exclusive monthly leads, not shared with other agents.


**Average Rating:** 3.2/5.0
**Total Reviews:** 255
**How Do G2 Users Rate Market Leader?**

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.7/10)
- **Lead Management:** 7.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Market Leader?**

- **Seller:** [Market Leader](https://www.g2.com/sellers/market-leader)
- **Year Founded:** 1999
- **HQ Location:** Bellevue, WA
- **Twitter:** @Market_Leader (11,487 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/327454/ (198 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate
- **Company Size:** 67% Small-Business, 17% Mid-Market


#### What Are Market Leader's Pros and Cons?

**Pros:**

- Lead Generation (1 reviews)

**Cons:**

- Poor Customer Support (4 reviews)
- Poor Lead Quality (4 reviews)
- Not User-Friendly (2 reviews)
- Phone Number Issues (2 reviews)
- Billing Issues (1 reviews)


### What Do G2 Reviewers Say About Market Leader?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **quality leads** generated by Market Leader, which include detailed contact information for follow-up.

**Cons:**

- Users report **poor customer support** and deceptive practices, leading to frustration and wasted investment in leads.
- Users warn about **poor lead quality** , highlighting deception and unhelpful customer service in Market Leader's offerings.
- Users report Market Leader is **not user-friendly** , with misleading leads and poor customer service complicating the experience.
- Users report significant **phone number issues** , receiving leads that only include email addresses, hindering contact efforts.
- Users report troubling **billing issues** with Market Leader, including canceled memberships and unfulfilled lead promises after significant investment.

#### What Are Recent G2 Reviews of Market Leader?

**"[Collaborating Marketing and Real Estate for a Win](https://www.g2.com/survey_responses/market-leader-review-9809846)"**

**Rating:** 5.0/5.0 stars
*— Tammy A.*

[Read full review](https://www.g2.com/survey_responses/market-leader-review-9809846)

---

**"[Great results and wonderful support from Market Leader](https://www.g2.com/survey_responses/market-leader-review-9911857)"**

**Rating:** 5.0/5.0 stars
*— Tina H.*

[Read full review](https://www.g2.com/survey_responses/market-leader-review-9911857)

---


#### What Are G2 Users Discussing About Market Leader?

- [What is Market Leader used for?](https://www.g2.com/discussions/what-is-market-leader-used-for)
- [How much are market maker leads?](https://www.g2.com/discussions/how-much-are-market-maker-leads) - 1 comment
- [Is Facebook a market leader?](https://www.g2.com/discussions/is-facebook-a-market-leader)
- [Do market leaders work?](https://www.g2.com/discussions/do-market-leaders-work) - 3 comments
- [What does a market leader do?](https://www.g2.com/discussions/what-does-a-market-leader-do) - 1 comment

### 14. [Propertybase](https://www.g2.com/products/propertybase/reviews)
Propertybase: the Salesforce-powered CRM trusted by over 20,000 users from top real estate brands. Built on Salesforce and powered by Lone Wolf, Propertybase brings your leads, listings, marketing, and deals into one platform - so your team can move faster, automate smarter, and close more with less effort.


**Average Rating:** 2.7/5.0
**Total Reviews:** 33
**How Do G2 Users Rate Propertybase?**

- **Has the product been a good partner in doing business?:** 5.3/10 (Category avg: 8.7/10)
- **Lead Management:** 6.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 5.8/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Propertybase?**

- **Seller:** [Lone Wolf Real Estate Technologies](https://www.g2.com/sellers/lone-wolf-real-estate-technologies)
- **Year Founded:** 1989
- **HQ Location:** Cambridge, Canada
- **LinkedIn® Page:** https://www.linkedin.com/company/208859/ (807 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Real Estate
- **Company Size:** 45% Mid-Market, 39% Small-Business



#### What Are Recent G2 Reviews of Propertybase?

**"[Boston Logic - great customer service and simple interface](https://www.g2.com/survey_responses/propertybase-review-503706)"**

**Rating:** 4.0/5.0 stars
*— Whitney H.*

[Read full review](https://www.g2.com/survey_responses/propertybase-review-503706)

---

**"[Boston Logic gets the job done, but there is a steep learning curve](https://www.g2.com/survey_responses/propertybase-review-2239825)"**

**Rating:** 4.5/5.0 stars
*— Mike B.*

[Read full review](https://www.g2.com/survey_responses/propertybase-review-2239825)

---


#### What Are G2 Users Discussing About Propertybase?

- [What is Propertybase used for?](https://www.g2.com/discussions/what-is-propertybase-used-for)
- [Is Salesforce good for real estate?](https://www.g2.com/discussions/is-salesforce-good-for-real-estate) - 1 comment
- [What is the best CRM for real estate?](https://www.g2.com/discussions/what-is-the-best-crm-for-real-estate) - 1 comment
- [How much does Propertybase cost?](https://www.g2.com/discussions/how-much-does-propertybase-cost)
- [What is Propertybase?](https://www.g2.com/discussions/what-is-propertybase)

### 15. [Zurple](https://www.g2.com/products/zurple/reviews)
Zurple's innovative software provides you with the winning combination of lead insights coupled with behavior-based email follow up to effectively convert leads into real estate clients. Conversations™ works like a personal assistant that monitors lead activity and sends relevant nurturing emails in a timely fashion prompting leads to respond. Agents are notified when a lead makes an inquiry requiring personalized attention, allowing agents the opportunity to guide leads further down the home buyer or seller lifecycle.


**Average Rating:** 3.8/5.0
**Total Reviews:** 51
**How Do G2 Users Rate Zurple?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Lead Management:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Zurple?**

- **Seller:** [Zurple](https://www.g2.com/sellers/zurple)
- **Year Founded:** 2009
- **HQ Location:** San Diego, CA
- **Twitter:** @Zurple (1,400 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/822786/ (32 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor
- **Top Industries:** Real Estate, Computer Software
- **Company Size:** 55% Small-Business, 43% Mid-Market



#### What Are Recent G2 Reviews of Zurple?

**"[Great services and prompt customer service](https://www.g2.com/survey_responses/zurple-review-4390758)"**

**Rating:** 5.0/5.0 stars
*— Dustin G.*

[Read full review](https://www.g2.com/survey_responses/zurple-review-4390758)

---

**"[I'm a down market, it does take patience](https://www.g2.com/survey_responses/zurple-review-1850780)"**

**Rating:** 4.0/5.0 stars
*— Rebecca Z.*

[Read full review](https://www.g2.com/survey_responses/zurple-review-1850780)

---


#### What Are G2 Users Discussing About Zurple?

- [What is Zurple used for?](https://www.g2.com/discussions/what-is-zurple-used-for)
- [Do market leaders work?](https://www.g2.com/discussions/zurple-do-market-leaders-work)
- [How much does Offrs cost?](https://www.g2.com/discussions/how-much-does-offrs-cost)
- [Are bold leads worth it?](https://www.g2.com/discussions/zurple-are-bold-leads-worth-it)
- [What is Zurple?](https://www.g2.com/discussions/what-is-zurple)

### 16. [Homesnap Pro](https://www.g2.com/products/homesnap-pro/reviews)
Homesnap Pro powers the real-time agent. It's the industry standard mobile platform for agents to grow their business and work with clients.


**Average Rating:** 3.0/5.0
**Total Reviews:** 69
**How Do G2 Users Rate Homesnap Pro?**

- **Has the product been a good partner in doing business?:** 4.0/10 (Category avg: 8.7/10)
- **Lead Management:** 3.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 3.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Homesnap Pro?**

- **Seller:** [Homesnap](https://www.g2.com/sellers/homesnap)
- **Year Founded:** 2008
- **HQ Location:** Bethesda, Maryland
- **Twitter:** @Homesnap (14,270 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/home-snaps/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate
- **Company Size:** 65% Small-Business, 14% Mid-Market



#### What Are Recent G2 Reviews of Homesnap Pro?

**"[Wow I love Homsnap as a Realtor!](https://www.g2.com/survey_responses/homesnap-pro-review-7139145)"**

**Rating:** 5.0/5.0 stars
*— Stephanie H.*

[Read full review](https://www.g2.com/survey_responses/homesnap-pro-review-7139145)

---

**"[Broker](https://www.g2.com/survey_responses/homesnap-pro-review-6478210)"**

**Rating:** 5.0/5.0 stars
*— Kim S.*

[Read full review](https://www.g2.com/survey_responses/homesnap-pro-review-6478210)

---


#### What Are G2 Users Discussing About Homesnap Pro?

- [Is Homesnap the same as MLS?](https://www.g2.com/discussions/is-homesnap-the-same-as-mls)
- [How is Homesnap different than Zillow?](https://www.g2.com/discussions/how-is-homesnap-different-than-zillow)
- [Is Homesnap Pro free for agents?](https://www.g2.com/discussions/is-homesnap-pro-free-for-agents) - 1 comment, 1 upvote
- [What is Homesnap Pro+?](https://www.g2.com/discussions/what-is-homesnap-pro)

### 17. [Top Producer](https://www.g2.com/products/top-producer/reviews)
Top Producer is an all-in-one real estate CRM solution that empowers agents to optimize every aspect of their business from lead generation and nurture to relationship and task management. Take advantage of powerful built-in solutions including full MLS integration and Follow-Up Coach to keep prospects and clients engaged and turn conversations into closes. Also, grow your pipeline with buyers and sellers using social media lead generation, smart farming, automated lead response and more!


**Average Rating:** 3.1/5.0
**Total Reviews:** 122
**How Do G2 Users Rate Top Producer?**

- **Has the product been a good partner in doing business?:** 5.7/10 (Category avg: 8.7/10)
- **Lead Management:** 6.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Top Producer?**

- **Seller:** [Top Producer](https://www.g2.com/sellers/top-producer)
- **Year Founded:** 1982
- **HQ Location:** Richmond, Canada
- **LinkedIn® Page:** https://www.linkedin.com/company/11634/ (219 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate
- **Company Size:** 73% Small-Business, 14% Mid-Market



#### What Are Recent G2 Reviews of Top Producer?

**"[Follow up and keeping in touch made easy](https://www.g2.com/survey_responses/top-producer-review-9650106)"**

**Rating:** 5.0/5.0 stars
*— Jennifer C.*

[Read full review](https://www.g2.com/survey_responses/top-producer-review-9650106)

---

**"[Top Producer helps stay on top of database](https://www.g2.com/survey_responses/top-producer-review-11746051)"**

**Rating:** 5.0/5.0 stars
*— Orly M.*

[Read full review](https://www.g2.com/survey_responses/top-producer-review-11746051)

---


#### What Are G2 Users Discussing About Top Producer?

- [What is Top Producer CRM used for?](https://www.g2.com/discussions/what-is-top-producer-crm-used-for)
- [What is the best real estate CRM software?](https://www.g2.com/discussions/what-is-the-best-real-estate-crm-software)
- [How do I cancel top producer?](https://www.g2.com/discussions/how-do-i-cancel-top-producer) - 1 comment
- [How much does top producer cost?](https://www.g2.com/discussions/how-much-does-top-producer-cost)
- [What is Top Producer CRM?](https://www.g2.com/discussions/what-is-top-producer-crm)


## What Is Real Estate CRM Software?

[Real Estate Software](https://www.g2.com/categories/real-estate)

## What Software Categories Are Similar to Real Estate CRM Software?

- [Real Estate Activities Management Software](https://www.g2.com/categories/real-estate-activities-management)
- [Property Management Software](https://www.g2.com/categories/property-management)
- [Real Estate Marketing Software](https://www.g2.com/categories/real-estate-marketing)


---

## How Do You Choose the Right Real Estate CRM Software?

### What You Should Know About Real Estate CRM Software

### What is Real Estate CRM Software?

Real estate agents are constantly on the go and are always “on." They must attract new clients, maintain communication with existing clients, keep up to date on listings, track contracts and the existing sales pipeline, advertise their personal brand, maintain an active social media presence, and know how to leverage tech to keep in front of their competition and prospective clients. Real estate CRM software helps unify priorities and tasks, working in the best interest of the agent that uses the software.

Real estate CRM software is more than a glorified lead capturing, generating, and tracking tool. Real estate CRM software is a client, contract, and agent database specifically designed for the real estate industry. Real estate CRM software helps agents and businesses serve their clients better by centralizing and integrating all agent activities into a consolidated system. Real estate CRM software has the capability to automate workflows, analyze agent interactions and sales cycles, and optimize and track client correspondence. With a real estate CRM, real estate agents and brokers can be more efficient and productive with their time, as well as ensure improved, engaging personalization.

Key Benefits of Real Estate CRM Software

- Consolidates and organizes lead and contact information into a searchable database
- Automates workflows and time-consuming tasks
- Optimizes marketing automation efforts
- Tracks and reports on agent performance and business operations data
- Integrates with MLS systems and other relevant third-party software

### Why Use Real Estate CRM Software?

Aside from data centralization and workflow automation, real estate professionals leverage real estate CRM software for two significant reasons: to increase efficiency and improve client relationships.

**Efficiency —** Because real estate CRM software automatically collects client information and sets up reminders and notifications about milestones and notable events, real estate agents do not need to chase down that information. That kind of information is crucial to accurately personalize client correspondence, but it takes time to gather and analyze. Real estate CRM software automates menial, time-consuming tasks, allowing agents to respond quickly and deliberately.

**Strengthens client relationships —** Real estate CRM software allows agents to minimize unnecessary back and forth with a client about housing requirements by collecting and processing preferences and the like. During and after a closed deal, real estate CRM software tracks the behaviors and interactions of clients with agents, which help in predicting the feedback that an agent may receive from a satisfied or unsatisfied customer. Real estate CRM software also helps agents maintain a light, not bombarding, touch with follow-ups and can set referrals in motion.

### Who Uses Real Estate CRM Software?

**Real estate agents —** Real estate agents use real estate CRM software to better track their sales pipeline, contracts, and client correspondence. Agents benefit from the one-stop shop that a real estate CRM offers, reducing the myriad different software systems, physical repositories, and applications that they might previously have used to keep track of their activities and clients.

**Real estate investors —** Real estate investors can leverage real estate CRM’s data reporting and visualization functionality to present and model business data. Real estate CRM’s data consolidation capability helps investors see the number of deals won in a specific time period and the total value of all deals currently in the pipeline, while supporting the creation of long-term portfolio strategies.

**Mortgage lenders —** While [mortgage CRM software](https://www.g2.com/categories/mortgage-crm) does exist as a tailored solution for the lending industry, lenders can still leverage real estate CRM to manage contacts, aggregate documents, and prioritize tasks. While a real estate CRM cannot integrate as neatly with a loan origination system (LOS) like a mortgage CRM can, it is still a useful tool that can help consolidate information to improve client relationships and loan cycles.

### Kinds of Real Estate CRM Software

Real estate CRM software is further segmented into commercial, residential, rental, and condominium, as well as by price points. The needs and requirements of each type of real estate focus varies, as will the CRM solution that can best serve or adapt to business operations. However, the following segment will discuss the two different ways to deploy real estate CRM into a business.

**Cloud-based —** Web- or cloud-based real estate CRM software can either be bought on a subscription basis or as a one-time download. A cloud-based real estate CRM is helpful for real estate agents that are always on-the-go, enabling them to access or update listings or client information in real time. Cloud-based solutions can be more cost-effective than on-premises deployed CRMs.

**On-premises —** While on-premises real estate CRM software may be more expensive and require extra hardware or infrastructure updates, on-premises deployment promises security of client and business data.

### Real Estate CRM Software Features

Not all real estate CRMs are alike, considering that some are designed for residential versus commercial real estate and ownership versus rental real estate properties. However, some features are standard across all real estate CRMs.

**Contact management —** Contact management functionality offers the ability to segment and categorize contacts and leads by type of lead, referral status, history, and preferences. Usually these kinds of categorizations appear as filter fields or tags. The more flexible or customizable the fields are, the better for ease of use. A real estate CRM’s contact database should also be navigable, since the database will be the repository of any future interaction or communication.

**Listing management —** Whether a real estate CRM’s listing management means a seamless MLS synchronization or a customizable listing database, this is a crucial feature. What use is a centralized system of client, listing, and agent personas if it cannot provide a 360-degree overview of the prospective client? Listing management also touches upon document storage and management, as well as event or transaction tracking.

**Email management —** Email and e-newsletter templates help real estate agents send off to-the-point emails that still exude friendliness and thoughtfulness. A robust email management feature helps agents put together and send off proposals, participate in drip email campaigns, and take advantage of any extra features, like multiple language support.

**Mobile solution —** Specific to cloud- or web-based solutions, real estate CRMs that provide a mobile application or support mobile devices better suit the traveling lifestyle of a field agent.

### Trends Related to Real Estate CRM Software

Technology has disrupted the real estate sector, and businesses must keep up with the convenience factor of completely online real estate transactions.

**Emphasis on consumer experience —** Online listing marketplaces have changed the real estate experience. Now, prospective homeowners have already most likely begun their search online. It is up to real estate agents to provide a personalized, stellar consumer experience that rivals the convenience factor of shopping online. Nurturing relationships are key, and real estate CRM software makes that easier for real estate agents. Automated follow-ups, listing matches, SEO, and referral management help build the agent’s brand but also facilitate numerous consumer touch points that can turn into a closed deal.

**Data aggregation —** Data is crucial to the success of a real estate agency. Data about listings, client preferences, and the market all need to be collected and digested before being leveraged. Real estate CRM software has already allowed agents and brokers to better spend their time wielding such data, but now it looks like real-time interaction with the data is on the rise. Simply using a real estate CRM doesn’t wipe out the competition when it comes to better listings, but real-time data management can give agents a leg up regarding the management of client relationships.

**Automation —** Real estate CRM frees up agents’ time by automating menial tasks. That automation also reduces wasted time, working hard to deduplicate entered data and keeping listings and client information as up to date as possible. Real estate CRM is also good for tracking overall operations to identify any inefficiencies that keep agents from performing well. Now, artificial intelligence-powered automation can further optimize tasks like accurate segmentation, personalization, and organizational efficiency.

### Potential Issues with Real Estate CRM Software

**Inflexibility —** A solution that either lacks in customization options or flexibility to adapt to a business’ requirements will fail. The buyer should research just how customizable a set of features or dashboards are and try out the solution in a free trial to discover whether fields and displays can be easily edited, deleted, or added to.

**Lack of integration —** Investing in a single real estate CRM does not equal a dramatic overhaul of a real estate agency. The CRM will help, but simple integration to other real estate solutions is necessary for the business to succeed. No solution will integrate with every piece of real estate tech out there, so the buyer should keep in mind the generic and industry-specific systems that are already in place.

**Difficult learning curve —** Complete adoption of any software is desired, but that can only happen if the learning curve isn’t too steep or cumbersome. Humans are creatures of habit, and real estate agents are already stretched thin due to the enormous amount of multitasking that is expected of them. Software that isn’t intuitive, requires exhaustive training, or doesn’t come with easy-to-reach vendor support will fail.

**Expensive —**"You get what you pay for" is an adage that applies to real estate CRM software. The cheapest solution won’t be as effective in optimizing the duties and responsibilities of a real estate agent, but buyers must ask a vendor’s sales reps what is included in the price of the solution. Is vendor support an additional charge? What kind of infrastructure or hardware requirements does a solution require in order to work well?

### Software and Services Related to Real Estate CRM Software

Below are several solutions that can be used in conjunction with real estate CRM software or as alternatives to real estate CRM software, based on user needs:

**Mortgage CRM —** Mortgage lenders and brokers can use real estate CRM software to keep track of their clients and important documents. However, they are better served by turning to industry-specific [mortgage CRM software](https://www.g2.com/categories/mortgage-crm) to optimize business operations, since the latter understands the ins and outs of the lending industry.

**Real estate marketing —** [Real estate marketing software](https://www.g2.com/categories/real-estate-marketing) streamlines the advertising of a real estate professional’s services and properties, taking into consideration different channels and SEO strategies. Most real estate marketing software integrates neatly with real estate CRM software to better generate and capture leads from websites and other forms of digital presence.

**Brokerage management —** Any real estate professional can use real estate CRM, including brokers. A real estate CRM allows real estate agents and brokers to perform better and close deals more effectively by freeing up manual time spent on necessary but time-consuming tasks like sending follow-up emails and sifting through listings. Real estate CRM software usually integrates easily with [brokerage management software](https://www.g2.com/categories/brokerage-management) for a comprehensive real estate agency management solution.

**Real estate activities management —** [Real estate activities managment software](https://www.g2.com/categories/real-estate-activities-management) eases the tracking of a real estate professional’s sales, transactions, and other relevant performance metrics. Transaction management and contract management are common features of real estate activities management software, which can be made even more simple and streamlined via integration with a real estate CRM.

**Multiple listing service (MLS) listing —** Unlike generic CRMs, real estate CRMs are designed to parse through and collect listing information from [multiple listing service (MLS) listings](https://www.g2.com/categories/multiple-listing-service-mls-listing) to better match clients with their dream homes.

**Real estate investment management —** Real estate investors can use real estate CRM software to keep track of their clients and sync with any listing system. However, [real estate investment management software](https://www.g2.com/categories/real-estate-investment-management) goes one step further because it is designed to handle real estate investment-specific activities.

**CRM —** Real estate CRM is just one example of industry-specific [CRM software](https://www.g2.com/categories/crm). A real estate agency or business can use a general CRM to organize their contact databases and keep track of their sales cycles and transactions. Additionally, some general-purpose CRM vendors have begun to roll out industry-specific customizations.

**CRM all-in-one —** [CRM all-in-one software](https://www.g2.com/categories/crm-all-in-one) bundles together CRM and marketing automation functionality to fulfill the needs of small businesses. Real estate CRM goes beyond simple lead tracking and nurturing and focuses on optimizing and nurturing client relationships, and that includes providing marketing automation functionality for real estate professionals.