Real Estate Client Database Software

The thing I dislike about Salesforce Sales Cloud is that it can feel a bit overwhelming and clunky at times. There are so many features and sections that even simple tasks can take more clicks than they should. Review collected by and hosted on G2.com.

Salesforce Sales Cloud helps solve the problem of scattered customer information. Instead of tracking things in different tools or relying on memory, everything is organized in one place like accounts, activities, notes, opportunities, all of it. It also gives me better visibility into my pipeline, so I can prioritize my work and stay on top of follow-ups. This has made my workflow more structured and helps me catch things I might’ve missed otherwise. Overall, it just helps me stay more organized and keeps the sales process running smoothly. Review collected by and hosted on G2.com.

There are aspects that do not align with Japanese business practices. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub for deal processes, stages, and pipeline management. It helps visualize the pipeline and is also utilized for managing sales prospects. Review collected by and hosted on G2.com.

We haven't found anything that we dislike with this platform as of yet. Review collected by and hosted on G2.com.

It's an all-encompassing customer management tool that combines the latest technology with a variety of AI options. The built-in call system (dialer) and personalized numbers, along with some of the best KPI tracking I've encountered, make it stand out. This platform enables us to maintain excellent daily communication with our customers. Review collected by and hosted on G2.com.

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

I use it with JustCall as well as Shopify. What would be nice though is if I could directly call from Pipedrive and it goes directly into JustCall so I'm not having to copy and paste the number into JustCall. Review collected by and hosted on G2.com.

I use Pipedrive to organize my clients and calls. It lets me see all my information on one page, making it easy to track who I've contacted and follow up efficiently. It organizes my clients in different columns, which is very helpful. Review collected by and hosted on G2.com.

The only thing that took a little time was getting used to Fello’s terminology and how that language relates to each contact. There was a bit of a learning curve at first, but once I understood the labels and what they meant, everything made a lot more sense. Review collected by and hosted on G2.com.

Before Fello, we didn’t have a clean way to integrate home value tools with our CRM or easily see how our leads were interacting. We also had no simple way to know whether a “buyer lead” already owned a home. Fello solves both problems by tying engagement data directly into our CRM and showing us which leads are also homeowners, so we’re working with better, clearer data on everyone in our system. Review collected by and hosted on G2.com.

Nothing to complain about so far. It’s been great thus far and has everything I need. Review collected by and hosted on G2.com.

It lets me set up email campaigns from the ads I run that send people to an opt-in page. From there, I create sequences that email and SMS them over time, with the goal of building value so they eventually become clients. They have one of the best email responders and opt-in forms I’ve seen, and overall everything is very easy to set up compared to their competitors. Review collected by and hosted on G2.com.

The UI, while functional could be slightly more polished in some areas. Also, advanced email design customization is a bit limited compared to enterprise tools, but for most use cases, it gets the job done well. Review collected by and hosted on G2.com.

EngageBay helps us manage email campaigns, track engagement and maintain a clean contact database all from one place. Instead of juggling multiple tools for CRM and email marketing, everything is centralized which saves time and reduces errors.

It has improved our email open rates and engagement by allowing better segmentation and timely automation. For small to mid sized teams, it delivers strong value without the complexity or cost of enterprise platforms. Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. Review collected by and hosted on G2.com.

The only minor drawback is the pricing structure; many of the most powerful and useful features are locked behind the second-tier subscription, which can feel a bit limiting if you are just starting on the basic plan. Additionally, while the interface is generally great, the Inbox Manager could benefit from more advanced organization and filtering options when handling a massive volume of campaigns at once. However, given the results and the time saved, these are small trade-offs for the overall value the platform provides. Review collected by and hosted on G2.com.

The biggest headache Instantly solved for me was the constant 'deliverability anxiety.' Before, I was juggling three different tools just to keep our domains safe and our emails out of spam. Now, everything from the automated warmup to the actual sending is under one roof. Review collected by and hosted on G2.com.

On the starting We use to request email for each and every problem sort out. Now a days it is very user friendly. That issues also been sort out by them in the recent month. Review collected by and hosted on G2.com.

They have customized the report sheet as we prefer. often we request them to change user name and password for the new joining staff. But now they have customized it now. Now days admin can change or edit the staff details. And also last 50 crm entries are visible to all the employee so they can easily updated day to day reviews and follow ups of others also . Review collected by and hosted on G2.com.

It dont have the market place like Zoho CRM to connect with other applications Review collected by and hosted on G2.com.

Easy to manage leads and set pipelines at affordable cost Review collected by and hosted on G2.com.

Less Annoying has no mobile app, and this forces users to use Desktops

Complex sales processes are not well attended by this app Review collected by and hosted on G2.com.

Less Annoying has streamlined the CRM processes, ensuring that no system bloating or complications

The tool demonstrates contact centralization, which makes each customer feel more secure and alert

The tool supports the task management, a process that ensures easy role sharing

Onboarding and adapting Less Annoying is a stress free experience

The solution ensures easy communication tracking, a process that keeps customers interactions successful Review collected by and hosted on G2.com.

Platform keeps changing which leads to confusion a few times Review collected by and hosted on G2.com.

Earlier we had to manage all the leads via Excel sheets which is tough to manage a few times. But PropFlo helped to manage leads, change stages, etc even via mobile application Review collected by and hosted on G2.com.

Ehh, it's software so there's always something I could complain about, but the things I did, the plugin author fixed. The issue was specific to the block builder I was using. Review collected by and hosted on G2.com.

I develop websites for real estate agents. They provide an easy way for me to display my clients idx info. They handle the setup then I just configure to my liking. Review collected by and hosted on G2.com.

nothing as far as i know from usage till now. Review collected by and hosted on G2.com.

HappSales solves forgetfulness, opacity, dependency, and self-deception in sales.

And it benefits you by replacing chaos with visibility, and visibility with control — without needing to hover. Review collected by and hosted on G2.com.

While Sell.Do is a solid solution for small to mid-sized real estate companies, it does have some limitations—especially when it comes to customization. In certain scenarios, it may not fully align with specific business requirements or evolving operational workflows. Additionally, the platform is highly dependent on Sell.Do’s internal support team for any changes or issue resolution, which can slow things down at times. Greater flexibility and more self-service options would significantly improve the overall experience. Review collected by and hosted on G2.com.

Sell.Do was our first CRM implementation, and it played a critical role in streamlining our entire customer journey—from lead generation to lead nurturing, site visits, and ultimately, bookings. Prior to using Sell.Do, we were managing leads and customer interactions manually, which often led to delays, missed follow-ups, and a lack of visibility into the sales pipeline.

Sell.Do helped us centralize all leads from multiple sources—digital campaigns, offline walk-ins, channel partners—into one unified platform. Its built-in automation features for follow-ups, reminders, and lead scoring significantly improved our response time and conversion rates. Additionally, the platform’s real estate-specific design, such as project and inventory management, made it easy for our sales team to align CRM data with real-world availability.

The real benefit lies in the structured process it brought to our sales cycle, better team coordination, and improved tracking of KPIs. Sell.Do empowered us with actionable insights through its reporting tools and dashboards, making sales forecasting and performance reviews much easier.

Overall, it’s helped us grow more organized, responsive, and efficient in handling prospects, which has directly contributed to better customer experience and higher closure rates. Review collected by and hosted on G2.com.

Honestly, I don’t have any real dislikes. If I had to point out anything, it would be that their services cost a little more than some alternatives, but the quality of the website, platform, and support easily justifies the investment. Still highly recommended. Review collected by and hosted on G2.com.

AgentFire solves the problem of having a real estate website that actually works for your business, one that is fast, secure, and Google-friendly. When I experienced spam issues on my website (not caused by AgentFire), their team immediately stepped in, identified the problem, and implemented features to stop the spam. Since then, I’ve had no issues. That level of responsiveness and problem-solving gives me confidence and allows me to focus on running my business instead of worrying about my website. Review collected by and hosted on G2.com.

Sometimes it logs me in and gets stuck on a lease. Review collected by and hosted on G2.com.

AppFolio Property Manager improves communication with tenants and prospects in leasing, is easy to navigate, and loads quickly, enhancing efficiency. Review collected by and hosted on G2.com.