The Best CRMs to Keep Real Estate Agents Organized


If you are looking for a way to keep track of your leads, keep your prospects engaged, and store all of your contact information, a CRM is your best friend. CRM stands for Customer Relationship Management.

A CRM is a great solution for organizing all of your leads, to cut down on confusion and prevent prospects from slipping through the cracks. You’ll find that it saves you a lot of time in the long run.

There are a ton of CRMs out there to choose from, but here are some highlights of the top ones available.



As soon as you open this CRM, you’re greeted with a visual pipeline shows users a clear, streamlined overview of your sales process. It can help you focus on what needs to get done, because it will shuffle deals with due activities to the top, helping you see where you are and what actions are needed.

It will also help keep things from falling through the cracks by sending activity reminder emails, mobile notifications, and alerts.

Possibly one of the best features is that it can connect with 100+ apps and add-ons, including Google, MailChimp, Trello, and other useful services you may already be utilizing. It even has an app to log the calls you make to your sales contacts.


This CRM stands out from others because of it’s advanced marketing tools and is best for agents that are comfortable with technology. Like other CRMs developed for real estate, you can enter your properties and track closings, manage deadlines, upload all of your documents, and manage your contacts.

LionDesk boasts useful features that others do not. It’s the only CRM with integrated video emails and video texting. It’s enhanced drip campaigns go beyond emails with automated texts and phone calls, as well.

LionDesk is also an approved Facebook CRM Partner, which means you can get your leads directly into LionDesk without the added cost or hassle of a 3rd party platform.

Wise Agent

Developed with real estate specific features, Wise Agent is unique because it provides contact management, marketing tools, and transaction management within a single pricing tier without added complexity or cost. It’s a good CRM solution for the majority of agents and is a preferred platform for a lot of well-performing firms out there.

Perhaps some of the coolest and most useful features of Wise Agent are in the marketing tools. Each month, Wise Agent creates a new editable newsletter in both English and Spanish that you can email to your entire database, or you can use the template to create your own custom newsletter.

They also have a flyer template tool, the ability to schedule emails, easy drip campaigns, and even auto response text messages.