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There is always something to do in the real estate business, which makes it essential to be organized. CRM tools used in the real estate industry are critical because they assist players in managing their leads, sales, and overall communication with customers. Suppose you are reading this article as a real estate professional interested in ways to simplify your operations. In that case, this blog post will familiarise you with the 12 best free CRM tools for real estate professionals.
All these tools are aimed at making your working day and business efficient while at the same time being affordable. Whether you are a newcomer to a real estate business or a company with a big team, these tools will assist you with client management and follow-ups. So please continue reading to learn which CRM tools we consider perfect for meeting your requirements.
What Is CRM in Real Estate?
Customer Relationship Management, or CRM, is a business strategy that organizes relationships with the company’s existing and potential consumers. In real estate, there is an ability to sort, store, and manage customer relationship management data, potential clients, and transactions. A CRM system helps agents keep abreast with their clients and keep records of previous and upcoming communications, customer details, and preferred properties.
A good and efficient CRM is crucial to building a long-standing rapport with clients. In an industry like real estate, It also supports scheduling simple tasks such as sending emails, reminding, and organizing lead data.
The 12 Best Free CRM Tools for Real Estate Professionals
Okay, let’s proceed further and explore the 12 best free CRM Tools for real estate Professionals. What is more important is that these CRM tools are free and have a quality set of features that can benefit real estate agents.
ClickUp
ClickUp can be used for project management, and as a CRM, it is a perfect tool. It has a free version providing practical tools for real estate workers to schedule tasks, contacts, and projects.
Here’s why ClickUp is the best free CRM for real estate:
Dashboards:
It is easy to arrange your tasks and leads in one convenient location.
Custom Fields:
Record general features about a client or property that may be significant concerning your enterprise.
Custom Statuses:
Adapt steps in the sales process to meet your business needs.
Form View:
Use the forms you wish so they make it easy to collect data.
Docs:
You can avoid having loose papers by collecting your contracts, notes, and documents in one place.
Hierarchy Structure:
Organize your work and collaboration with your team.
Gantt Charts:
You can create timelines for each of your projects or clients.
Calendar View:
A man should organize schedules and essential dates properly.
Email in ClickUp:
It provides the means for emailing recipients directly from the platform, streamlining a process.
Checklist Templates:
It is also advisable to work with templates to ease the work and management of tasks.
Proofing:
Works seamlessly to manage files and images for client reviews.
ClickUp Pricing
ClickUp has an open version and still possesses core functionalities that enable you to develop your business gradually. The basic version comes free of charge, while the paid services have additional features such as automation and integrations.
LionDesk
LionDesk is a well-known CRM used in real estate deals and provides an easy-to-navigate interface with numerous automation tools. It’s ideal for agents, especially those who use the phone to communicate and follow up with their customers, among other functions.
LionDesk Key Features
Automated Communications:
Organize meetings and send emails and texts to clients without having to type a single word yourself.
Lead Management:
Manage your leads and stay on top of your sales funnel.
Text and Email Campaigns:
Make your marketing communication process automated.
Task Automation:
Put automatic notifications and reviews into place so as not to miss any prospects.
LionDesk Pricing
The basic version of LionDesk is free, with basic CRM features and affordable prices for extended functions, starting with the first tier.
Zoho CRM
Zoho CRM can be used by real estate field representatives as a single application. Some uses are lead tracking, communication with clients, and sales automation.
Zoho CRM Key Features
Lead Tracking:
This tool also means that you can capture and track leads from various sources.
Automation:
Set up as many processes as possible to run on autopilot and schedule as many newsletters as possible.
Multichannel Communication:
Communicate with the clients through email and instant chat, as well as through walls and other social networks.
Custom Dashboards:
Ensure your dashboard contains only the key indicators significant for your specific company.
Zoho CRM Pricing
Zoho offers a free version of the product that includes primary CRM functions. It also has several paid service tiers for additional capabilities you may require.
Wise Agent
Wise Agent is one of the simplest CRMs ever developed for real estate agents. It has a simple, uncluttered design and some basic tools that you will find useful to navigate.
Wise Agent Key Features
Lead Management:
It involves tracking leads and other important client information.
Transaction Management:
This business, therefore, requires the grouping of all details of property transactions in one package.
Customizable Pipelines:
Design a sales pipeline that suits your needs as a business.
Task Automation:
Follow up and remind target customers automatically.
Wise Agent Pricing
Wise Agent is free for a trial version and has a reasonable monthly charge for full functionality and features such as better reports.
Follow Up Boss
Follow Up Boss’s two main focused features are assisting real estate agents in dealing with their leads and communicating. The most well-developed area of the software is lead management.
Follow-Up Boss Key Features
Automated Follow-ups:
Mail reminders for leads to follow up are done using email, short message service, or text messages.
Lead Distribution:
It is easy to share leads with your team members.
Customizable Reporting:
Monitor sales activity and client relationships in real-time.
Follow-Up Boss Pricing
The free trial makes Follow Up Boss a handy tool, even though the application is a paid service and charges a user a monthly fee.
Top Producer
Top Producer CRM is an excellent solution for organizing a real estate company. It covers lead management, email marketing, and other areas.
Top Producer Key Features
Lead Management:
Entering and tracking leads and related follow-up activities.
Custom Reports:
Prepare reports with many specifics resulting from successful sales and management of particular clients.
Mobile App:
Effectively run your business using Top Producer’s mobile application.
Freshworks CRM
This CRM is a smart, simple, and scalable CRM for real estate agents who need automation and easy contact management.
Freshworks Key Features
Custom Dashboards:
Presents measures and organizational outcomes.
Email Integration:
One of the features of CRM is that one can send and track emails directly from the CRM.
Lead Tracking:
Control leads received from several sources and store them in one place.
Freshworks Pricing
Signing up is free for Freshworks, and there are paid subscriptions with more extensive functionalities.
Ixact Contact
This Contact is a Real estate-specific, easy-to-use CRM that allows agents to manage leads and automate marketing.
Ixact Contact Key Features
Automated Marketing:
Send messages and newsletters and perform marketing promotions.
Contact Management:
Ensure that the client’s details are well-updated and well-arranged.
Mobile App:
More than just a contact list & to-do list: Keep and organize contacts and activities wherever you are.
Ixact Contact Pricing
Ixact Contact offers customers a 14-day free trial and relatively affordable paid plans.
HubSpot CRM
This CRM is an advanced all-in-one CRM that allows real estate professionals to increase and manage their leads, constructive communication, and automate processes.
HubSpot Key Features
Pipeline Management:
Map your company’s sales funnel and track the leads.
Email Tracking:
Also, Eric knows when the clients open the emails that it sends out.
Sales Analytics:
Sales data analysis is critical in enhancing the strategy used in the market.
HubSpot Pricing
HubSpot provides a free trial that includes essential tools, and the paid plans include some more instruments.
RealtyJuggler
RealtyJuggler is a low-cost, easy-to-use CRM for real estate agents and brokers. It assists agents in tracking clients, listings, and appointments.
RealtyJuggler Key Features
CRM Management:
Build, maintain, and exert control over contacts or leads with success.
Marketing Automation:
You should automate the emails and marketing campaigns that you send out.
Real Estate Templates:
Perhaps it is wise to embark on the construction of these networks using templates that already have a design, making them easier to set up.
RealtyJuggler Pricing
Specifically, RealtyJuggler has reasonable prices, including a trial period with a brush fee that is available for free.
Salesforce CRM
Salesforce CRM is another great tool. One of the most popular CRM solutions on the market, it offers enterprise-level lead, sales, and marketing management.
Salesforce Key Features
Custom Dashboards:
Organize individual work by setting up a couple of dashboards.
Advanced Reporting:
Be able to dissect sales performance.
Integration with Other Tools:
This feature allows you to work harmoniously with other applications and online services.
Salesforce Pricing
Salesforce has a free trial, ranging from affordable prices for small businesses to expensive enterprise solutions.
Pipedrive
Pipedrive is a CRM that focuses on the sale process. For real estate agents, its approach is clean and nifty for a reason: the tools help them get the job done quickly.
Pipedrive Key Features
Sales Pipeline Management:
Sales pipeline management is made more manageable, and the organization of progress is well embraced.
Email Automation:
Let your prospects and clients communicate with you automatically is now possible.
Activity Tracking:
Record all meetings, calls, and any other activity.
Pipedrive Pricing
A free version of Pipedrive with additional features in paid editions is available for a fee.
What is a CRM in real estate?
Therefore, CRM (Customer Relationship Management) systems in real estate are tools that help manage relationships with targets and other individuals. They assist real estate agents in consolidating their sales activities, planning communication and paperwork, and storing information.
Is there free CRM for real estate agents?
Most CRM platforms come with free options or at least a free trial. This means that we have identified those free CRMs that can assist real estate professionals in managing leads, tracking sales, and communicating with customers at no charge.
How does Rozi Academy assist you in negotiating for the best Free CRM Tools for Real Estate Agents?
At Rozi Academy, we offer advisory services to real estate agents regarding apps that they should use to gain new business. It is always valuable to stay connected with client relationships, and we know how to identify which tool will be best for your organization.
If you’re unclear on which CRM to select or require additional advice, check out Rozi Academy’s advisory services.
Conclusion
All in all, the 12 Best Free CRM Tools for Real Estate Professionals are equipped with excellent features that help in client organization and management and increase business sales and revenue. ClickUp and LionDesk are crucial for tracking communication and lead management; Zoho CRM has essential tools for lead tracking and task management, all free to use. These CRM systems help real estate professionals be efficient and handle customers effectively.
If you don’t know which CRM is most suitable for your business, Rozi Academy can offer customized guidance. Our experts assist you in making the correct decision, deploying the best tool, and managing its full potential. For more information on the above services, check the Rozi Academy services section and begin maximizing returns for your real estate enterprise.
