In a perfect world, your real estate business focuses on evaluating property listings, agent performance, and facility maintenance.
But with so many customer relationship management (CRM) tools floating around, there is no set system to centralize these workflows.
Instead of banking on expensive tools for multiple listings, use a centralized CRM for real estate agents in the workplace to ease your worries. These free CRM for real estate agents consolidate agent operations, showcase available listings, and engage more home buyers.
Our resident experts at G2 have put together a list of the eight best free CRM for real estate agents for you to narrow down your choices and select the best tool.
These tools refine buyer data, amalgamate agent operations, and give you an idea of which properties are gaining the most traction in the market.
8 best free CRM for real estate agents in 2024
- IXACT Contact Real Estate CRM
- Contactually by Compass
- Follow up Boss
- Placester
- ReferralMaker
- LionDesk
- Propertybase
- PropertyPulse
How did we select and evaluate the best free CRM for real estate agents?
At G2, we rank software solutions using a proprietary algorithm that considers customer satisfaction and market presence based on authentic user reviews. Our market research analysts and writers spend weeks testing solutions against multiple criteria set for a software category. We give you unbiased software evaluations – that's the G2 difference! We didn’t accept payment or exchange links for product placements in this list. Please read our G2 Research Scoring Methodology for more details.
Best free CRM for real estate agents in 2024
Evaluate the commercial real estate CRM for your real estate business and manage your properties more efficiently with our list of the top eight free CRM for real estate agents.
Make sure your real estate agents stay on the same page and take property maintenance seriously while you get updates on the progress of each listing to encourage visibility.
The list below contains real user reviews from our free real estate CRM software category page. Please note that in the context of this list, software that requires payment after a free trial is considered free.
To be included in this software category, a software must:
- Enable real estate agents to communicate with buyers and sellers, and connect them.
- Track, capture, and maintain client lists in an organized database
- Provide support for digital mortgage closing, escrow, and multiple property listings
- Provide, or integrate with, a real estate marketing platform
*This data has been pulled from G2 in 2024. Some reviews have been edited for clarity.
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1. IXACT Contact Real Estate CRM
IXACT Contact Real Estate CRM lists and routes prospects to specific agents. It captures, manages, and segments lead information and even auto-assigns leads for a personalized experience.
IXACT Contact Real Estate CRM also monitors and updates the purchase progress of listings and lets agents set deal management workflows.
Pros of IXACT CONTACT Real Estate CRM |
Cons of IXACT CONTACT Real Estate CRM |
| Marketing automation and content creation | Outdated layout and user interface (UI) |
| Built-in messaging support for agents | Difficulty logging in |
| All-in-one platform integration | Weak support for assigning activity plans |
What users like best:
“I love the user interface; it flows and is easy to use. My biggest complaint with most CRMs is the long and high learning curve. I don't have 4 hours a day to use and try to understand a CRM. It is a tool and needs to complement my business plan, not dominate it and distract me from everything else.”
- IXACT Contact Review, Peter B.
What users don’t like:
" I wish IXACT CRM would implement more modern websites and more modern email templates. There are a few, but a broader selection would be great. I also wish I had the option to pay for the internet data exchange (IDX) add-on feature for the year instead of monthly, but that's my preference."
- IXACT Contact Review, Jabria K.
2. Contactually by Compass
Contactually by Compass tracks agent activity, auto check-ins and check-outs, interested buyer profiles, and closed deal metrics to bring more scalability and efficiency to your real estate business. It also builds actionable follow-up plans and automates the next course of action for agents in the field.
Pros of Contactually by Compass |
Cons of Contactually by Compass |
| Clean and receptive interface | Limited email access |
| Fits into typical broker tech stack | Limited attachment compatibility for referral contacts |
| Different buckets for buyers | No live chat |
What users like best:
“I love the clean interface. The support was always very receptive, although somewhat limited in its ability to provide answers. In terms of relationship management, the system does a good job of asking you to communicate with people you have not interacted with for some time.”
- Contactually by Compass Review, Dayana P.
What users don’t like:
"It's lacking in some organizational features such as organizing email templates and such. Also, I hope it integrates with ‘Send Out Cards."
- Contactually by Compass Review, Monica R.
3. Follow Up Boss
Follow Up Boss allows you to organize, track, and manage client information in your system. It personalizes buyer accounts for every real estate agent so that they work on a shortlisted, zone-specific list and gather more potential leads for a particular area.
Follow-Up Boss captures client data from real-time buyer inquiries and customizes lead engagement and targeting. Real estate agents can use this data to send property-based content to prospects who are interested in the purchase.
Pros of Follow Up Boss |
Cons of Follow Up Boss |
| Professional and friendly customer support | Lack of live support |
| Virtual showings for properties | Data Import issues |
| High-quality facility maintenance support | Can’t run data reports for free. |
What users like best:
“It has a user-friendly interface, but if you have questions, support is super responsive by phone or email. Also, I was assigned an account manager. One of my favorite things they do is video examples step-by-step from my account. The smart lists are a no-brainer for efficiency and most of all the community is incredible. Top producers are in there ready to share their processes and moderators will even mention the best person to help you.``
-Follow up Boss Review, Tricia S.
What users don’t like:
“I don't like how I can't email videos. If there were a way to incorporate, that would be great.”
-Follow up Boss Review, Omar F.
4. Placester
Placester connects you with virtual buyers via content creation and runs marketing campaigns to engage your existing leads. With Placester, you can customize your prospects and retarget them by sending a list of potential showings either via email or directly on their web feed.
Placester organizes lead data and updates it as soon as any communication between leads and agents is established. It also updates the intent and stage in the lead cycle and gives you an idea of potential conversions.
Pros of Placester |
Cons of Placester |
| Responsive customer success teams | Weak support and escalation teams |
| Easy to navigate and access | Weak design support |
| Built-in SEO integration | Can’t auto-save content |
What users like best:
“Very easy to set up and customize sites. Very comprehensive menus that include site design, color choices, SEO options, social media accounts, site verifications, site tracking options, and choice of level of visitor engagement. Of course, it includes a seamless integration of multiple listing service (MLS) and multiple accounts with certain plans.”
- Placester Review, Geoff B.
What users don’t like:
“Placester's CRM has always been an issue for our team. It doesn't route leads as it should, and we've had to use other tools to do so.”
- Placester Review, Jessie S.
5. ReferralMaker
ReferralMaker manages property leads and segments them according to the nature of their purchase. It helps manage contract lifecycles, mortgage-based data, payment data, and facility maintenance for properties at multiple locations.
ReferralMaker also allows you to add and update property information, vendor invoices, and other additional costs of a listing for a complete picture.
Pros of ReferralMaker |
Cons of ReferralMaker |
| Maintains client data with high-security | Not enough design options |
| Maintains client data with high-security | Bit pricey for small businesses |
| Calendar syncs for client meetings | Weak analytics and reporting |
What users like best:
“I like how simple it is to add to your database. I like how comprehensive you can make each client's profile. I like how it matches potential buyers to your listings. I like how it auto-populates the best people to call and makes sure that nobody gets missed. I like how it tracks everything for you.”
- ReferralMaker Review, James R.
What users don’t like:
“Wish it was connected to my multiple listing service (MLS) and that I could send listings to my clients. However, there are many tools for that that are useful only during the transaction. ReferralMaker CRM - is a list of 'long term' relationships."
- ReferralMaker Review, Praful T.
6. LionDesk
LionDesk is a real estate and mortgage CRM that lets realtors and agents accept mortgage loans and update insurance data. It also offers content-based features to advertise your properties better and increase the engagement levels of future homebuyers.
LionDesk has integrated content management system support that enables you to create focused messages and offers for your clients.
Pros of LionDesk |
Cons of LionDesk |
| Live chat and call support |
No support for auto-import transactions |
| Quick help desk escalation | Inability to sync with Google Workspace |
| Lead nurturing and AI marketing assistance | No weekend customer support |
What users like best:
“I love being able to text customers directly from the app or software. It also allows me to respond right away when they text back. Adding a digital business card to the text and calling directly from the app is a definite advantage.”
- LionDesk Review, Brenda C.
What users don’t like:
“I do not like how it is only made (essentially) for real estate agents. I wish there was an option for mortgage brokers.”
- LionDesk Review, Madeline H.
7. Propertybase
Propertybase is a cloud-based CRM that centralizes lead nurturing and accelerates agent efficiency over time. The tool provides real-time content engagement features to optimize the sales pipeline.
Based on the availability of properties, it also tweaks the list of vacant properties and all related info such as pricing, amenities, facility management, area information, and security.
Pros of Propertybase |
Cons of Propertybase |
| User access for real estate agents and employees | Weak customer experience |
| IDX listing for real estate agents | App functionality issues |
| Easy to make changes in the admin | Limited support for Gmail integration |
What users like best:
"Top notch, all-in-one software that makes the flow of business and lead management easy.”
- Propertybase Review, Christian D.
What users don’t like:
“No support from Propertybase or they will act like they are helping, but nothing ever gets done and it can go on for weeks. They’re only email and response time can be a few weeks. which is not good if you are trying to run a business.”
- Propertybase Review, Victoria V.
8. PropertyPulse
PropertyPulse comes equipped with an agent training and communication module to train and empower your field agents. Property Pulse tells you in real-time about active users scrolling through your listing or the number of slot bookings or site visits.
It also saves and stores client details and allows agents to access lead databases at any time and mark activity in the system.
Pros of PropertyPulse |
Cons of PropertyPulse |
| Customizable Interface and CRM features | Weak management features |
| Mobile app and project management integration | No tutorials in the free version |
| Email marketing and SMS integration | Slow load times for the sales process |
What users like best:
“I love that this website is specific to realtors and is automated and I don't have to think too much. It does it for me. I can get extremely busy as the owner/broker of my brokerage and have the peace of mind that my website is staying current, relevant, and updated. I love the training on the website, and one-to-one assistance if needed. The advice has always been good. There's so much more I can and will be doing with my website now, with my assistant.”
- PropertyPulse Review, Donna S.
What users don’t like:
“If there was one thing, I would say the lack of being able to set tasks with the CRM that is included. It is kind of a pain not having it. You either have to maintain two separate CRMs or sift through the existing one and hope you can remember who you have to follow up with.”
- PropertyPulse Review, Kristin G.
Comparison of free CRM for real estate agents
Take a look at our quick comparison table to review the main differences between free real estate CRM providers.
|
Software |
G2 Rating |
Free plan |
Paid plan |
|
IXACT Contact Real Estate CRM |
4.5/5 |
Free trial |
Starts at $46.75 per month |
|
Contactually by Compass |
4.2/5 |
Free Trial |
Starts at $99 per month |
|
Follow up Boss |
4.6/5 |
Free trial |
Starts at $58 per month |
|
Placester |
3.5/5 |
Free trial |
Starting at $23 per month |
|
ReferralMaker |
4.7/5 |
Free trial |
Starting at $49 per month |
|
LionDesk |
3.3/5 |
Free trial |
Starting at $39 per month |
|
Property Base |
2.7/5 |
Free trial |
Starting at $69 per month |
|
PropertyPulse |
3.8/5 |
Free trial |
Custom |
Free CRM for real estate agents: Frequently asked questions (FAQs)
Can a free CRM for real estate agents update me on which listing or property needs service inspection?
Real estate CRM systems have an inbuilt multiple listing service (MLS) software that allows you to update data regarding active listings. It notifies you of which facilities need service inspection. Further, integrating it with property management software can provide more details like tenant checkout, upcoming visits, facility maintenance needs, active tenant notice period, and so on.
How do I track agent performance with free CRM for real estate agents?
Free CRMs for real estate agents has an inbuilt performance tracking system that stores details like auto login and logout, geolocation tracking, number of properties closed and client rejections. Based on this data, realtors or real estate managers can evaluate their team members and score their efforts.
What are the top listed free CRM software for real estate agents on G2?
The top listed CRM software for agents are BoldTrail, Contactually by Compass, REsimpli, and Lofty.
What is the difference between free CRM for real estate agents and digital mortgage software?
Real estate CRM can streamline, segment, and manage buyer inquiries and drive sales levers for each sales lead to convert more properties. Digital mortgage software enables buyers and lenders to keep track of insurance coverage, mortgage documents, loan details, due dates, and escrow contracts to ensure a smooth payment process post-purchase.
Get invited to more housewarming parties
Being on the same page as your buyers is crucial. Storing client-specific data in your system can empower you to tailor your listings and show exactly what the buyer is looking for in the market. Reaching out to high-intent buyers and reducing the frequency of futile showings can increase agent productivity and make you a renowned name among agents and buyers.
Learn how to optimize brokerage commissions and maintain broker relations with the best brokerage management software in 2024.
Shreya Mattoo
Shreya Mattoo is a Content Marketing Specialist at G2. She completed her Bachelor's in Computer Applications and is now pursuing Master's in Strategy and Leadership from Deakin University. She also holds an Advance Diploma in Business Analytics from NSDC. Her expertise lies in developing content around Augmented Reality, Virtual Reality, Artificial intelligence, Machine Learning, Peer Review Code, and Development Software. She wants to spread awareness for self-assist technologies in the tech community. When not working, she is either jamming out to rock music, reading crime fiction, or channeling her inner chef in the kitchen.
