There comes a day in every agent’s career where the glue and popsicle sticks solutions for lead management start to strain against the task of managing a large database of past and potential clients. Keeping track of leads is crucial for success as agents grow, whether you’re running a large brokerage with dozens of agents in need of efficient processes or you’re a smaller operation that’s getting busier every day.
With so many different options out there to manage your leads, choosing the best real estate CRM (Customer Relationship Management) solution for your business can be overwhelming, especially when considering different budgets and needs. This article will explore some of the top CRMs options on the market today, helping you make a more informed choice and set your brokerage on a path to greater productivity.
What is a Real Estate CRM?
A real estate CRM (Customer Relationship Management) system is software designed to help agents and brokerages manage relationships with leads, clients, and past customers. Think of it as your central hub for tracking communication, organizing contact details, managing follow-ups, and keeping your pipeline flowing smoothly. Beyond just being a digital rolodex, the best real estate CRM tools come with features like automated reminders, lead nurturing campaigns, task tracking, and analytics that help you stay one step ahead in a competitive market.
Why Do Real Estate Agents Need a Real Estate CRM?
In real estate, timing is everything—following up with the right lead at the right time can be the difference between closing a deal and losing it to a competitor. An effective CRM helps agents juggle multiple clients, track where leads are in the sales process, and automate repetitive tasks so you can focus on what you do best: building relationships and closing deals. In addition, a real-estate specific CRM (vs. a CRM that can apply to any sales role) is likely to get you the results you want to see faster, as they are attuned to the tasks and workflows of busy real estate agents. Ultimately, the right CRM is the one your agents will use all the time, as keeping everything organized in your CRM ensures nothing slips through the cracks, boosts your efficiency, and ultimately helps you grow your business.
How We Chose the Real Estate CRMs In Our List
At MoxiWorks, we partner with brokerages through all stages of their growth, and we know that the challenges brokerages face vary a lot depending on size, complexity, and growth goals. To make this list helpful for brokerages and agents at every level, we divided the solutions into three key categories:
- Large brokerages
- Small to medium-sized brokerages
- Solo agents or budget-conscious professionals
We focused on features that matter most to real estate pros like lead management, automation, integrations, ease of use, and scalability. We also considered user feedback, industry reputation, and overall value for the price.
Transparently, we offer a CRM (MoxiEngage) that we think is awesome because it integrates with practically every real estate software available, bringing all your data into one spot and making your CRM a connected place that tees up opportunities for your agents. While we love MoxiEngage, choosing a new CRM (even a free one!) is a major investment in time and brainspace, so our goal is to help you make an informed decision that’s right for your brokerage. With this objective in mind, let’s shine a spotlight on the best real estate CRM software providers that offer the strongest mix of functionality and efficiency for every type of real estate business.
The Best Real Estate CRM Software for Every Brokerage: Our List
Best Free CRMs for Smaller or More Budget Conscious Brokerages
Not all brokers provide CRM software for their agents, leaving a gap that is often filled with a hodgepodge of calendaring and project management tools. Fortunately, there are free CRM options that offer solid functionality for solo agents and small teams. Here are our favorites:
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HubSpot CRMWhy we like it: HubSpot CRM is a user-friendly platform that offers a robust set of features, even at the free level. While it’s not real-estate specific, its essential features like contact management, email tracking, and pipeline management are customizable enough to make it adaptable to the industry. Key features:
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Zoho CRMWhy we like it: Zoho CRM is a flexible and highly customizable option for agents who want a free tool that can grow with their business. Its dashboards and automation capabilities are impressive for a free solution. Although the free version has some limitations, Zoho CRM’s scalability makes it a worthwhile investment if you decide to upgrade later and earns it a spot on our list of the best real estate CRM options. Key Features:
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Bitrix24Why we like it: If you’re looking for an all-in-one solution that combines CRM functionality with collaboration and project management tools, Bitrix24 is a standout option. Great for small teams or budget-conscious agents, this platform offers plenty of CRM features for free while allowing room to scale and collaborate as your business grows. Key Features:
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Best Real Estate CRM Solutions for Small to Medium Brokerages
Small to medium-sized brokerages often need to balance affordability and functionality when choosing CRM solutions, with an eye to productivity features that help their agents separate from the pack. These CRMs provide essential tools without some of the robustness and scalability inherent in enterprise-level systems:
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LionDeskWhy we like it: LionDesk is a versatile CRM that’s particularly popular among small to mid-sized brokerages. It offers features like email and text marketing, task management, and video messaging to connect with clients in a more personal and engaging way. The user-friendly interface and affordable pricing make it an excellent choice for brokerages that need powerful features without a steep learning curve. LionDesk is widely regarded as among the best real estate CRM options for smaller teams looking to grow their business. Key Features:
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Follow Up BossWhy we like it: Follow Up Boss is the CRM that keeps agents laser-focused on turning leads into deals. Its seamless lead source integration and clean, intuitive interface make it ideal for brokerages that value simplicity and productivity. Key Features:
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MoxiEngage (MoxiWorks)Why we like it: As the makers of MoxiEngage, we may have a bit of a soft spot for it, but we still think it’s a no-brainer for mid-sized brokers who want to propel their agents’ productivity, with top-notch features and the most (and deepest) integrations of any solution on the market. Key features:
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Wise AgentWhy we like it: Wise Agent keeps things straightforward and stress-free. Known for its simple transaction management and all-in-one pricing, it’s a solid choice for small to midsize teams that want a CRM that just works. Key Features:
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Best Real Estate CRM Solutions for Larger Brokerages
For large brokerages with multiple agents and extensive client databases, a robust CRM system is essential. These CRMs offer advanced features like automation, integration with other software, and comprehensive reporting to help brokerages manage their operations efficiently.
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MoxiWorks Lead Gen Solutions (MoxiWorks)Why we like it: Maybe we’re a little biased, but we think MoxiWorks’ lead generation solution is the best of the bunch. Included in this package is MoxiEngage, the top real estate CRM for mid-to-large brokerages who value flexibility and automation. In addition to all the features you’d expect from a top-ranking CRM tool, MoxiEngage integrates seamlessly with other MoxiWorks products in the suite (such as our lead gen, lead nurturing, and digital marketing tools), as well as almost any other tools you probably use today to generate leads, manage transactions, or pay agent commissions. MoxiEngage’s robust feature set plus best-in-class integrations with 175+ third-party tools ensures that it will remain the best real estate CRM system for your brokerage, no matter what shiny new tools you might want to add to your stack later. Key features:
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LoftyWhy we like it: Lofty (formerly Chime) is a next-generation real estate CRM packed with smart tools that empower agents at scale. With Lofty’s intelligent lead nurturing and marketing automation, agents can stay connected with leads across multiple channels—email, SMS, and even social media—without lifting a finger. The platform’s AI chatbot can engage prospects 24/7, ensuring that no lead slips through the cracks. It’s inviting interface makes managing even the busiest brokerage a breeze. Key Features:
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Real GeeksWhy we like it: For brokerages that value simplicity and powerful lead generation that can be tailored to your brokerage’s needs, Real Geeks is a fantastic option. Its integrated IDX websites and robust marketing tools make it a go-to for real estate professionals looking to capture, nurture, and convert leads. Key Features:
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Take the leap toward efficiency with a CRM
No matter the size of your operation, investing in the right CRM software is a step towards better organization, improved client relationships, and ultimately, greater productivity from your book of business. If you’re still pushing the limits of your inbox and calendar to manage your leads, take a moment to assess your needs, explore the options listed above, and choose the best real estate CRM for you that will help your business thrive.