Real Estate

Published: Aug 25, 2022 | Updated at: May 21, 2024

In this guide we reveal the top 5 real estate crm software to help agents and brokerages outpace their competition and close more deals. In the fast-moving world of real estate, agents need the right tools to keep pace. That’s where customer relationship management software, specifically designed for real estate, comes in.

With over 3 million real estate agents in the United States alone, having the right CRM tools is essential to an agents success in the industry. It is crucial to be well organized and be able to manage your client communications and real estate properties all in one CRM platform. Offering more than just a digital Rolodex, these systems streamline your sales process, keep client data organized, and ensure no opportunity is missed.

Our exploration of the best CRM solutions for agents and brokerages will guide you through making an informed decision for your business needs while keeping interactions personal and your deals closing smoothly.

Key Takeaways

  • Real estate CRM software is essential for managing client interactions, streamlining sales processes, and improving lead management and conversion for real estate agents.

  • High-performing real estate CRMs feature advanced lead generation and management tools, power dialer integration, and sales pipeline visualization to enhance productivity and decision-making.

  • CRM systems boost agent productivity through automation of tasks, integration with scheduling tools like Google Calendar, and providing mobile access to vital client data and analytics for on-the-go management and performance tracking.

  • Top 5 Real Estate CRM software to take your deal flow to the next level

Unlocking the Potential of CRM in Real Estate

Halsell crm customization demo video

In the fiercely competitive realm of real estate, it is critical to gain an edge over competitors. Customer Relationship Management (CRM) software shines as a crucial tool in this industry. In the context of real estate endeavors, CRM acts as a centralized platform that enhances how client interactions are managed and provides clear visibility into the sales pipeline.

It assists in organizing customer information and related activities, which is essential for maintaining orderliness, a key aspect vital to thriving in the business of real estate. It goes beyond mere organization though. With features designed specifically for the needs of those within this sector, CRMs can be fine tuned to amplify their utility for real estate professionals.

Such advancements reveal that CRM adoption transcends advantage—it’s become an indispensable element for conducting prosperous operations within any modern-day digitalized real estate enterprise.

The Role of CRM in Real Estate Sales

Diving into the impact of CRM on real estate sales, it’s clear that these systems do much more than simple data management. Managing and engaging with past clients through tools like RedX's Vortex lead management system and targeting them through social media ads is crucial for sustained success. CRMs have a pivotal role in boosting real estate transactions by gathering leads from diverse sources and matching them with ideal properties. This process effectively establishes a conduit through which potential clients can find their perfect home.

Advanced features within CRM tools such as Halsell CRM’s lead scoring technology enable agents to concentrate efforts on prospective buyers who are most likely to close a deal. Automated follow-up sequences incorporated in CRMs empower real estate agents to sort and address leads based on urgency and specific needs of each prospect—fostering a vital link between the marketing and sales functions essential for completing successful real estate transactions.

CRM as a Centralized Platform for Client Inquiries

CRM platforms extend beyond mere sales facilitation by offering a unified interface for handling client inquiries. For instance, Follow Up Boss CRM equips real estate agents with an all-inclusive snapshot of every interaction with a contact across multiple channels—be it email exchanges, phone conversations, text messaging or even interactions on social media. This consolidation allows agents to proficiently administer both leads and client communications utilizing features like task management systems, emailing capabilities, calling options, SMS functions and automated processes.

In CRMs designed for efficacy in lead monitoring:

  • Contacts are organized systematically along with their respective interactions

  • Tailored lists of potential leads can be generated

  • Information regarding leads is gathered dynamically ensuring collective awareness and preparedness within the team

Platforms such as Follow Up Boss amplify productivity through seamless integration with applications including Gmail and Google Calendar. These integrations contribute to these integrations. Centralizing the multitude of tasks associated with managing clients effectively within real estate work streams.

From Contacts to Closings: CRM's Impact on the Sales Cycle

CRM software is indispensable for real estate agents, facilitating every phase of the sales cycle from initial engagement to finalizing transactions. It revolutionizes how agents interact with clients by automating workflows, organizing information proficiently, and saving precious time. These systems enhance the productivity of sales efforts in real estate, fostering more robust revenue streams while efficiently handling contacts management, task scheduling, and oversight of ongoing deals.

In the realm of real estate sales management, the activities recorded within CRM platforms include:

  • Client interactions

  • History of communications

  • Monitoring client engagement

  • Tracking progress on potential sale opportunities

With visualization capabilities and pipeline oversight functionalities embedded in CRM tools, they assist agents in managing their active engagements throughout various stages. This provides a clear overview to strategically distribute resources across different projects pertaining to their ventures within the industry.

The Anatomy of a High-Performing Real Estate CRM

Visual representation of essential features of a real estate CRM

Recognizing the role of CRM in real estate is essential, but it’s also critical to discern what characteristics define an effective CRM tool. Real estate businesses rely on specialized real estate CRM software for managing distinct aspects like lead nurturing and marketing automation that are vital to the sales cycle specific to the real estate industry.

Top-performing CRMs for real estate must include functionalities that cater specifically to this sector’s demands, such as automating client engagement and sales processes. These systems provide centralized repositories for contact information, sync with emails and calendars for improved personalization in service delivery, and often allow integration with external applications. Close CRM stands out among the best real estate CRMs due to its adaptability through customizable workflows. It excels at capturing contacts and generating insightful reports, which makes it a strong choice particularly suited for small- to medium-sized companies within the realm of real estate.

Lead Generation and Management

A top-tier estate CRM aids immensely in producing new leads by leveraging its robust features. These benefits include:

  • Compiling data from a variety of channels

  • Monitoring the transition of leads into prospective deals

  • Consolidating all pertinent lead details in one location

  • Streamlining the distribution of fresh leads to suitable team members automatically

  • Prioritizing potential clients efficiently with sophisticated scoring techniques

Real estate agents benefit significantly from automated engagement tools embedded within CRMs that facilitate outreach via email and text message sequences. These real estate-specific CRM systems empower agents to set up customized drip campaigns, ensure uniformity in messaging, and adjust communication efforts according to individual lead preferences—enhancing relationship cultivation as well as marketing effectiveness.

Power Dialer Integration for Efficient Sales Calls

In the realm of real estate, one essential component for a comprehensive CRM is its capacity to assimilate a power dialer that optimizes sales calls. CRMs endowed with calling capabilities streamline parts of the outreach process, offer recording services for subsequent reviews and ensure every call is logged automatically. These features enable agents in real estate to allocate more energy to cultivating relationships with leads rather than performing repetitive manual operations.

The scope of functionality offered by real estate dialers can be divided broadly into two categories: high-volume calling aimed at connecting with an extensive list of potential clients and targeted precision dialing geared towards engaging specific, high-priority leads. Consequently, CRM tools like JustCall’s dynamic dialing feature as well as the Mojo Dialer are instrumental in amplifying sales activities within real estate sectors by elevating prospect engagement efficiency and providing artificial intelligence-powered summaries post-call interaction.

Sales Pipeline Visualization

Real estate agents find that employing a CRM tool to visualize their sales pipeline is vital during the sales process. The tool enables them to oversee all transactions within the workflow of a deal pipeline, thus allowing for effective tracking and early identification of possible complications.

With opportunity tracking features incorporated into CRMs, agents can continually observe and evaluate their sales opportunities. This capability provides real estate professionals with visual insights which are essential for making data-driven decisions about their sales pipeline health.

Enhancing Agent Productivity with CRM Automation

CRM automation plays a crucial role in boosting the productivity of agents by streamlining their workflows. The goal of these CRM systems is to cut down on monotonous tasks, thereby freeing up agents to concentrate on interactions with potential clients.

Within CRM applications, preset workflow regulations can autonomously distribute leads to sales reps according to specific parameters. This capability, together with the option for automating activities like follow-up correspondence, field modifications, and alerts empowers sales representatives by providing them additional time they need for finalizing deals.

Scheduling Tools Synced with Google Calendar

CRM systems, particularly in the real estate sector, can boost efficiency by incorporating calendar integration. This feature enables agents to sync their CRM with external scheduling tools such as Google Calendar, ensuring effective time management.

By connecting CRM scheduling functionalities with Google Calendar, events organized within the estate CRM are reflected on both interfaces. It simplifies the planning procedure for agents and minimizes potential overlaps or conflicts in their schedules.

Automated Follow-Up Sequences

Maintaining contact with potential clients is a critical function for any real estate professional. By utilizing CRM platforms, agents can enhance their follow-up strategies through automated email or SMS sequences which diminish the necessity of manually entering information during lead engagement.

Within these CRMs, marketing automation capabilities are instrumental in allowing realtors to preserve time and effort. This focus shift enables them to cultivate client relationships more effectively by eliminating repetitive manual follow-up tasks. When scheduling tools are incorporated into a CRM system, they facilitate the seamless addition of new lead details which then initiate various structured follow-up actions such as:

  • personal outreach reminders

  • pre-set emails

  • calls scheduled in advance

  • allocation of tasks

The utilization of this automation significantly refines the process of nurturing leads while ensuring that opportunities for connection do not go unnoticed or ignored.

Document Library Access for Quick Reference

Real estate agents can utilize a CRM system as an electronic repository, efficiently housing crucial paperwork like contracts and disclosure statements. The Top Producer CRM, a prominent player in the real estate sector, includes an integrated document library that’s essential for organizing property specifics and associated data.

By allowing the effortless importation of databases into a CRM, it enhances contact information management and reduces redundant records, which simplifies the process of document organization. Housing all pertinent documents and details related to properties within one centralized CRM solution facilitates immediate access to vital data, thereby enabling agents to swiftly pull up necessary information and manage it effectively.

Mobile CRM: Empowering Agents On-the-Go

Artistic representation of agents using mobile CRM applications

The emergence of mobile technology has made it essential for real estate agents to have on-the-go access to CRM. This capability allows professionals in the realm of real estate to quickly address and manage client inquiries by having immediate access to necessary data.

Through location-based services and instantaneous communication with clients, agents are able to handle tasks proficiently while providing a tailored experience. Mobile CRM tools promote an improved balance between work and personal life for those within the real estate sector, adapting well to its fast-paced nature.

Real-Time Lead Notifications

The real estate sector places a high priority on prompt action, particularly with regard to new leads. CRM systems integrate SMS for immediate lead alerts so that agents in the real estate field can quickly receive information about fresh listings, access links to virtual tours, and stay updated regarding documentation.

Thanks to this system of instant notifications, real estate professionals remain consistently informed about emerging leads enabling them to react quickly to those who may be interested in their services.

Mobile Access to Client Data

Mobile CRM’s on-the-go client data access is vital for real estate agents who leverage mobile phones to swiftly react to opportunities and cater to customer demands with heightened responsiveness.

The capabilities of a mobile CRM equip agents with the tools needed to:

  • Rapidly access information about clients, encompassing previous ones, whether in preparation for or amidst unexpected gatherings, maintaining their well-informed status.

  • Access client-specific details instantly at showings or during discussions, fostering personalized interactions

  • Expedite the process of finalizing transactions.

Top 5 Best Real Estate CRMs

Selecting an appropriate CRM solution is essential for the success of your real estate business. It’s important to find a CRM that aligns with the specific needs and use cases of your agents or team, providing capabilities that enhance their unique business model and workflows.

When considering a CRM for your real estate business, financial constraints are also significant. There are various price points available, from economical options suitable for smaller teams or limited requirements to more premium plans tailored for larger operations demanding advanced features.

1) Halsell CRM

image of halsell crm

Halsell emerges as a cutting-edge, AI powered, all-in-one sales CRM platform that revolutionizes the real estate sector and stands out for real estate agents seeking a comprehensive solution. It streamlines various aspects of the sales process by integrating client management, lead tracking, and marketing tools into a single, user-friendly platform.

This CRM excels in its ability to consolidate all the necessary functionalities required for real estate professionals to nurture client relationships, manage transactions, and drive sales. With Halsell, agents can enjoy a seamless experience that supports their workflow from initial contact to closing, all within one robust system with the need for outside integrations.

Strengths of Halsell:

  • AI-Driven Insights: Halsell provides real estate agents with AI-driven analytics and insights, allowing them to make informed decisions that align with market trends and client preferences.

  • Comprehensive Lead Management: With its robust lead tracking system, agents can monitor the status of each lead through every stage of the sales funnel, ensuring no opportunity is missed.

  • Integrated Communication Tools: The platform's direct chat capabilities and bulk email drip campaigns facilitate seamless communication with clients, keeping them engaged throughout the transaction process.

  • Efficient Project Management: Halsell's project management tools help agents stay organized, manage their listings, and ensure that all transaction details are handled with precision.

  • Advanced Marketing Automation: Agents can leverage Halsell's AI content generator for creating compelling marketing materials and automated campaigns that resonate with their target audience.

  • Streamlined Document Handling: The electronic signature software and offer letter generator simplify the documentation process, making it quicker and more secure to close deals.

  • Enhanced Calling Features: With VoIP software, auto dialer, and AI voicemail detection, agents can optimize their call strategies to reach a wider audience without manual intervention.

  • Free of Outside Integration Dependency: With Halsell you can consolidate your apps into one sales CRM solution that can do it all and reduce the need for integrating with other software solutions.

Illustration of a team using CRM software to manage customer relationships

How Halsell Helps Real Estate Agents Close More Deals:

By harnessing the strengths of Halsell, real estate agents are equipped to:

  • Analyze and act upon AI-generated market insights to stay ahead of the competition.

  • Manage leads effectively, ensuring that each one is nurtured and progressed towards a successful closing.

  • Communicate with clients efficiently through integrated tools, fostering trust and keeping them informed.

  • Organize all aspects of their sales efforts, from project management to transaction coordination, in one centralized platform.

  • Create and distribute impactful marketing content automatically, increasing their reach and engagement with potential buyers.

  • Expedite the documentation process with digital signatures and quick generation of offer letters, reducing the time to close.

  • Increase productivity by automating calling tasks, allowing more time to focus on building relationships and negotiating deals.

Halsell's comprehensive suite of features positions it as an indispensable tool for real estate agents aiming to streamline their operations and close more deals in a competitive market.

Features: What's in the box?

  • All in one, fully customizable CRM

  • Project management tools

  • Calendar for client side scheduling

  • AI chat enabling AI content generator for AI image generation and AI text generation

  • Real-time direct chat to track communication with team members

  • Bulk email drip campaigns

  • Electronic signature software

  • Form builder

  • Voip software with auto dialer

  • AI voicemail detection

  • AI human detection

  • One click pre-recorded voicemail capabilities

  • Offer letter generator

  • Lead generation services such as property ownership search

  • Phone append and email append data for contact enrichment

Halsell pricing page


  • Free: Free Forever

  • Starter: $5 per user per month

  • Business: $39 per user per month

  • Business Pro: $79 per user per month

Overall Halsell is a great all in one sales CRM solution that can be used in many different aspects and for many different industries such as oil and gas, real estate, roofing contractors, investment firms, call centers, insurance agencies, from startup companies to enterprise level organizations.

2) Brivity CRM

brivity home page

Brivity shines as a CRM solution tailored for the real estate industry, designed to bolster the productivity of agents and streamline their daily operations. This platform is particularly adept at managing listings, transactions, and client communications, making it a comprehensive tool for real estate professionals.

Strengths of Brivity:

  • Listing and Transaction Management: Brivity provides an exceptional system for overseeing property listings and transactions. Its interface allows agents to track the progress of each listing and manage all transaction details in one place, ensuring nothing is overlooked.

  • Marketing Automation: With Brivity, marketing efforts become more efficient thanks to its automation capabilities. Agents can create and schedule marketing campaigns that automatically run across various channels, reaching potential clients with minimal manual intervention.

  • Client Communication Tools: Keeping clients informed is made easier with Brivity's built-in communication tools. Agents can send updates, newsletters, and personalized messages directly through the platform, maintaining a consistent line of communication.

  • Lead Generation and Follow-Up: Brivity excels in capturing leads and nurturing them through the sales funnel. It offers tools for lead generation and automated follow-up sequences, which help agents stay on top of potential buyers and sellers with ease.

  • Collaboration Features: The platform encourages team collaboration by allowing multiple users to access and update information. This feature ensures that everyone on the team is informed and can work together effectively towards common goals.

  • Performance Analytics: Brivity comes equipped with analytics and reporting tools that provide insight into various aspects of a real estate business. Agents can track their performance, identify trends, and make data-driven decisions to improve their strategies.

  • Mobile App: For agents on the move, Brivity's mobile app is a game-changer. It allows access to critical information, client communication, and task management from anywhere, at any time.

How Brivity Helps Real Estate Agents:

Brivity empowers agents to:

  • Organize and manage their listings and transactions with greater precision.

  • Save time through marketing automation and efficient client communication.

  • Generate and nurture leads systematically to increase conversion rates.

  • Foster teamwork and collaboration within their agency.

  • Gain valuable insights into their business performance to hone their sales tactics.

  • Stay connected and responsive to clients and team members while on the go.

By integrating these strengths into a single platform, Brivity stands out as a robust CRM that supports real estate agents in their quest to optimize workflows, enhance client satisfaction, and drive sales success.


  • Free: Not available

  • Brivity CRM Basic: $1,000.99 per year plus $119.99 per user billed annually

  • Brivity CRM Team: $1,430.99 per year plus $149.99 per user billed annually

  • Brivity CRM Brokerage: $1,910.99 per year plus $199.99 per user billed annually

Brivity is only made for real estate agents and is not customizable to be used in any other way. Therefore, users can only use the software as a real estate agent but not as a means to managing the rest of the business such as payroll, HR, team management, fund raising, sales team outside of real estate agents. If you only needs a crm solution for managing real estate agents then this can be a viable option.

3) FollowUpBoss CRM

Followupboss home page screenshot

FollowUpBoss CRM stands out as an intuitive and powerful tool specifically designed to meet the demands of real estate agents. Its strengths lie in its ability to streamline client management, enhance lead tracking, and facilitate efficient communication, all of which are integral to the success of any real estate professional.

Strengths of FollowUpBoss CRM:

  • Centralized Lead Management: FollowUpBoss CRM excels in capturing leads from various sources and organizing them into one centralized system. This makes it easier for agents to track lead progress and prioritize follow-ups based on potential conversion likelihood.

  • Automated Communication: The CRM's automated communication features allow real estate agents to set up personalized email and text message sequences, ensuring consistent engagement with clients without the need for manual intervention.

  • User-Friendly Interface: FollowUpBoss is known for its clean and straightforward interface, which reduces the learning curve for agents and allows them to start using the system effectively right away.

  • Action Plans and Task Reminders: Customizable action plans and task reminders help agents stay on top of important activities and deadlines, ensuring that opportunities are maximized and nothing is forgotten.

  • Robust Integration Capabilities: The ability to integrate with a wide range of other tools and platforms means that agents can maintain a seamless workflow, connecting their CRM with other essential software used in their daily operations.

  • Mobile Accessibility: With a fully functional mobile app, real estate agents can access client information, manage tasks, and communicate with leads on-the-go, ensuring they are always ready to respond to client needs.

How FollowUpBoss Benefits Real Estate Agents:

By leveraging the strengths of FollowUpBoss CRM, real estate agents can:

  • Efficiently manage a large volume of leads and systematically follow up with them to increase conversion rates.

  • Automate routine communications, saving time and ensuring that no lead is neglected.

  • Quickly adapt to the CRM thanks to its user-friendly design, allowing for a shorter onboarding period and less downtime.

  • Stay organized and accountable with automated task reminders and action plans tailored to their sales process.

  • Integrate the CRM with other tools to create a cohesive technology stack that streamlines their workflow.


  • Free: Not available

  • Essential: $69 per user per month when billed annually or $79 month-to-month

  • Growth: $499 per month for up to 10 users (additional users $50/month) when billed annually or $599 month-to-month

  • Pro: $1,000 per month for up to 30 users (additional users $40/month) when billed annually or $1,199 month-to-month

  • Platform: Custom pricing for teams larger than 30 users

Overview of FollowUpBoss CRM

FollowUpBoss CRM emerges as an intuitive and robust platform designed to simplify the lives of real estate agents. It centralizes lead management, automates client communication, and offers a user-friendly interface that minimizes the learning curve. With features like action plans, task reminders, and strong integration capabilities, FollowUpBoss enhances productivity by keeping agents organized and focused on nurturing relationships and closing deals. Its mobile app ensures that agents can remain connected and responsive, providing the flexibility needed in the fast-paced real estate market.

4) Mojo Sells CRM

Mojo sells home page

Mojo Sells is a comprehensive CRM platform designed to enhance the productivity of real estate agents through its powerful lead generation and management tools. Here are the strengths of Mojo Sells and how it can benefit real estate agents:

Strengths of Mojo Sells:

  • Lead Generation: Mojo Sells is equipped with a robust lead generation system that helps agents find and capture new leads efficiently, expanding their client base.

  • Data Organization: The platform allows for the meticulous organization of client data, which streamlines the process of tracking interactions and follow-ups.

  • Power Dialer: One of Mojo Sells' standout features is its integrated power dialer, mojo dialer, which enables agents to make calls at a high volume, saving time and increasing productivity.

  • Pre-recorded Messaging: Agents can use pre-recorded messages to ensure consistent communication, even when they are unable to make calls personally.

  • Mobile App: With a mobile app available, agents can access their CRM on the go, ensuring they have all the necessary information at their fingertips, no matter where they are.

  • Task Automation: Mojo Sells automates various tasks, including follow-ups and appointment scheduling, which can help agents focus on more important aspects of their business.

  • Integration: The CRM integrates with other software, making it easier to maintain a seamless workflow across different platforms.

How Mojo Sells Benefits Real Estate Agents:

  • Efficient Lead Management: By leveraging Mojo Sells, agents can efficiently manage and prioritize their leads, ensuring that they focus their attention on the most promising prospects.

  • Time-Saving Communication: The power dialer and pre-recorded messaging features save agents a significant amount of time, enabling them to reach more clients with less effort.

  • Enhanced Mobility: The mobile app ensures that agents can stay connected with their CRM and client base even while on the move, providing flexibility and improving responsiveness.

  • Automated Efficiency: Task automation reduces the manual workload for agents, allowing them to dedicate more time to closing deals and building client relationships.

  • Streamlined Workflows: Integration with other tools helps maintain a streamlined operation, reducing the complexity of managing multiple software solutions.

By incorporating these strengths, Mojo Sells serves as a valuable asset for real estate agents looking to boost their efficiency, manage leads more effectively, and ultimately close more sales.


  • One Line: $99 per month

  • Three Lines: $149 per month

Overview of Mojo Sells

Mojo Sells is known for its mojo dialer as it has primarily been the go-to dialer for real estate agents. Mojo CRM is a light weight solution that offers minimal features to managing leads. If you are just looking for a preview dialer or auto dialer then the mojo dialer is a viable option for real estate agents but if you are looking for a software solution that brings more to the table then you will likely want to look at the other options listed in this guide.

5) Wise Agent

Wise agent crm home page

Wise Agent stands as a comprehensive CRM solution tailored to meet the unique needs of the real estate industry. It combines robust contact management, marketing automation, transaction management, and team collaboration tools in one platform.

Strengths of WiseAgent:

  • Contact Management: WiseAgent helps agents organize their contacts with detailed profiles, notes, and the ability to track all interactions, ensuring that no client is ever overlooked.

  • Marketing Automation: The platform offers a suite of marketing tools, including customizable templates for newsletters, drip campaigns, and social media integration, to keep agents top-of-mind with their clients.

  • Transaction Management: With WiseAgent, agents can track the details of each transaction at every stage, from listing to closing, making sure all critical tasks are completed on time.

  • Task and Time Management: The CRM comes with a built-in calendar and task manager, helping agents stay on top of their appointments and to-do lists.

  • Team Collaboration: WiseAgent supports team collaboration by allowing multiple users to access and contribute to the database, ensuring everyone is on the same page.

  • Document Storage: Agents can securely store and manage documents related to their listings and transactions, providing easy access to contracts, disclosures, and other important paperwork.

  • Lead Tracking: The system includes tools for capturing and nurturing leads, with the ability to score and prioritize them based on their likelihood to convert.

How WiseAgent Benefits Real Estate Agents:

  • Streamlined Operations: WiseAgent centralizes all client information and transaction details, streamlining the workflow and increasing productivity.

  • Enhanced Communication: With marketing automation and social media tools, agents can maintain consistent communication with their clients, fostering stronger relationships.

  • Organized Transaction Management: The platform’s transaction management capabilities ensure that every step of the process is accounted for, reducing the risk of errors and missed deadlines.

  • Improved Time Management: The integrated calendar and task manager assist agents in efficiently managing their schedules and staying on top of important tasks.

  • Collaborative Work Environment: The ability to work as a team within the CRM means that tasks can be delegated and progress can be tracked collectively.

  • Secure Document Handling: Having a centralized location for all documents related to transactions simplifies compliance and increases efficiency.

  • Effective Lead Management: Agents can better manage their leads with tools designed to capture, score, and follow up with potential clients, ultimately leading to more closed deals.

WiseAgent’s robust set of features makes it an invaluable tool for real estate agents looking to optimize their operations, enhance client relationships, and grow their business in a competitive market.


  • Monthly: $29 per month

  • Annually: $299 per year, offering a savings equivalent to two months free compared to the monthly plan.

Overview of WiseAgent

WiseAgent is a cost-effective CRM solution that provides a wide array of features designed to support real estate agents in managing their client relationships and transactions efficiently. For a light weight solution it can be a viable option for minimal usage. However, if you are looking for a heavy weight CRM tools for managing large datasets it is best to look at the other options provided in the guide.

Hustle with Halsell: The Best Real Estate CRM Software

For expanding real estate businesses, the ability to scale is crucial when selecting a CRM. It’s important that these CRMs come with adaptable functionalities which can be tailored—either scaled up or down—in response to evolving business requirements.

Halsell stands out as the best real estate CRM option for real estate agents being that it's a versatile and powerful CRM that empowers real estate agents to scale their business operations effectively. With its AI-driven capabilities, Halsell offers a range of features that cater to the dynamic needs of growing real estate ventures.

Halsell Background

Halsell was built by a real estate land acquisition company to help them manage their real estate and mineral rights deal flow and allow their landman to close more deals. So it was built with real estate acquisitions in mind with an emphasis on saving time and closing as many deals as possible with the least amount of overhead and friction. After building the software, Halsell Minerals became a leader in mineral rights acquisitions transacting on over 200 mineral and royalty rights deals.

Why Halsell is Best CRM for Real Estate Agents

Agents can leverage Halsell’s project management tools to keep track of multiple properties and client interactions, ensuring nothing falls through the cracks. The client-side scheduling feature simplifies appointment setting, while the AI chat and content generators provide innovative ways to engage with clients and create marketing materials.

Real-time direct chat enhances communication with other real estate agents on your team, offering immediate responses to inquiries which is crucial for maintaining communication within your real estate culture. Further improve on communication with clients with Halsell Hmail app which is a bulk email drip campaigns and Hancock app enabling electronic signature software to streamline the process of nurturing leads and closing deals, with the least amount of friction as possible.

Illustration of a team using CRM software to manage customer relationships

Furthermore, Halsell’s VoIP software with auto dialer, AI voicemail, and human detection features improve the efficiency of outbound calling strategies. The one-click pre-recorded voicemail capabilities allow agents to reach a broader audience without the need for repetitive manual tasks.

The offer letter generator is a particularly useful tool for quickly creating professional and personalized offer letters, which can significantly speed up the negotiation phase. Additionally, Halsell’s lead generation services and contact enrichment features ensure that agents have a steady stream of high-quality leads.

Halsell apps dropdown menu

Halsell Workspace Apps:

  • Deals - a fully customizable CRM

  • Projects - a project management kanban board

  • Hancock - electronic signature software solution

  • Hmail - email syncing and bulk email real estate drip campaigns

  • Forms - form builder for lead generation and surveys

  • Calendar - client side scheduling to reduce back forth coordination

  • Phone - Voip software for calling and texting clients with auto dialer and AI voicemail and AI human detection

  • Chat - AI chat for AI content generation and real time direct message for collaborating with team members

  • MapGen - GIS map for searching and locating property ownership details such as home owners and mineral rights owners.

By consolidating these essential tools into one comprehensive platform, Halsell enables real estate agents to scale their business by automating processes, enhancing client engagement, and managing transactions more effectively. This all-in-one solution supports real estate professionals in their journey from initial contact to the closing of deals, facilitating growth and success in the competitive real estate market.

halsell consolidation apps into one image


The article underscores the significance of Customer Relationship Management (CRM) systems in the real estate sector, emphasizing their pivotal role in streamlining operations and enhancing client interactions. It elucidates the advantages of utilizing a CRM, such as improved organization, efficient lead management, automation of mundane tasks, and fostering better communication with clients. The piece also provides guidance on selecting an appropriate CRM for real estate professionals by considering factors like customization capabilities, ease of integration with other tools, mobile accessibility, user-friendliness, cost-effectiveness and scalability to align with business growth.

Frequently Asked Questions (FAQs)

What is a Real Estate CRM?

A Real Estate Customer Relationship Management (CRM) system is a software platform designed specifically for real estate professionals to help manage client relationships, streamline business processes, track sales opportunities, and automate marketing efforts. It centralizes all client information and interactions, making it easier for agents to follow up with leads and manage their transactions.

How does a CRM improve real estate sales?

A CRM improves real estate sales by organizing client data, automating communication, and providing insights into the sales pipeline. This allows agents to prioritize leads, nurture client relationships more effectively, and close deals faster. Additionally, CRMs can automate tasks such as follow-ups, marketing campaigns, and appointment scheduling, freeing up agents to focus on selling.

Can CRM systems be accessed on mobile devices?

Yes, many modern CRM systems are designed with mobile access in mind. They offer apps or mobile-friendly web interfaces that allow real estate agents to access client information, manage tasks, and communicate with leads from anywhere, at any time. This is particularly important in the real estate industry, where agents often work outside the office.

Are there any CRMs specifically designed for real estate agents?

Yes, there are CRMs that are specifically designed for real estate agents. These systems come with features tailored to the industry, such as property tracking, transaction management, and integration with real estate listing services. Examples include Halsell CRM, Brivity CRM, FollowUpBoss CRM, Mojo Sells CRM, and WiseAgent.

What should I consider when choosing a CRM for my real estate business?

When choosing a CRM for your real estate business, consider factors such as ease of use, customization options, integration with other tools you use, mobile accessibility, and the specific features that cater to your business needs. Also, evaluate the scalability of the CRM to ensure it can grow with your business and the level of customer support provided by the vendor.

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