Real Estate Sales Software Solutions

Best Sales Tracking Software For Real Estate Agents and Realty Companies

Real Estate Agents need sales tracking software (aka CRM or Customer Relationship Management) like everyone else in sales. You also have to do your prospecting, sales follow-ups and customer service, so these sort of tools become essential if you want to gain any competitive edge.

There are many, more generic CRM solutions mentioned elsewhere on SmallBizCRM that would also prove suitable as Real Estate Sales Software solutions, but the most suitable though are solutions that have been developed from the ground up with the Estate Agent in mind.

You should investigate your CRM strategy as any industry would, if you are serious about your CRM acquisition. You are subject to the same pitfalls as anybody else. So follow accepted procedures for the evaluating, purchasing and implementation of your CRM Project.

The Best Web based CRM/hosted CRM solutions you can consider are:

IXACT Contact


IXACT Contact is a real estate CRM helping realtors stay organized and build lasting relationships with past clients, new prospects and important referral sources. IXACT Contact makes it easy to stay in touch with clients in a way that’s personalized, relevant and timely. With IXACT Contact, real estate agents can convert more leads into listings and attract more referrals.

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Daylite CRM


Daylite by Marketcircle is The Mac CRM for Real Estate Agents, Brokers & Teams Stay in touch with buyers, sellers and vendors. More organized than a spreadsheet; more affordable than Top Producer. Daylite is feature rich, offering Realtors a valuable tool – contact management. This will help Realtors to follow up on leads, and stay in touch with clients, old and new.  With Daylite you can stay organised and grow your real estate business.

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Capsule CRM


There are many CRM systems in the market and some are built specifically for the real estate market. But you don’t need to limit your choice by going niche – you may lose key functionality as a result. Some CRMs, including Capsule, can be easily tailored to suit your specialist processes, plus you’ll get features and integrations that drive growth across other industries too, which will provide a good source of inspiration.

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Really Simple Systems


Really Simple Systems is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales. They are also reasonably priced and offer great customer support. 

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Infoflo CRM


Infoflo is an easy-to-use CRM that can be used to manage customer relationships. It also includes the best Outlook sync! It integrates contact, relationship, email and calendar with sales, task management, tasks, and VoIP. It also includes Quick Books and Outlook, InfoFlo is a $99 ONE-TIME price per user and includes a FREE Life-Time subscription. It is a highly recommended software system for the Real Estate Industry & Realtors.

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Real estate CRM software allows businesses to store contact information, build connections with potential clients and strengthen existing relationships. It helps realtors manage everything from one platform, organize clients’ information and automate repetitive tasks whether at the office or on the go. This makes OnePageCRM a very good fit for Estate Agents.

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Top Producer CRM

Founded in 1983 Top Producer empowers real estate agents with lead generation and marketing systems that generate leads, convert contacts into clients and bullet-proof client relationships. Using their contact management system, no lead, client or task falls through the cracks. Top Producer CRM automates lead follow-up with customizable emails, postcards and letters, to position yourself as the market expert with cutting edge reports and presentations, and provide client service with listing and task management tools.

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ActiveAgent for Outlook

Extends the popular Contact Manager ACT! to track Real Estate specific information. ACTive Agent consists of a customized real estate ACT! database as well as customized real estate ACT! data entry screens that track an extensive amount of vital information on your clients and listing. Active Agent is an all inclusive software product that enhances productivity for total Customer and Real Estate Listing Management when used with Outlook.

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Archiz Solutions - CRM Solutions for Real Estate

Nowadays, real estate companies have many projects to run together at different stages of completion. Various types of properties should be classified according to various criteria. With the help of Real Estate CRM, you can easily organize all the information in one place. Various location of information related to many lead generation streams can be arranged and organized which is available from any device, whether it is a laptop, tablet or mobile phone. For real estate, the Archiz Solutions can increase sales and marketing processes, while increasing overall performance, as well as helping the brokers to provide their best services.

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Catylist CRM

Catylist is designed to be a one-stop marketing source for commercial real estate associations, firms and professionals; the company’s solutions are engineered to increase broker and staff productivity while reducing overall marketing costs.

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ClientLook is commercial real estate’s #1 CRM platform for building better relationships, winning business and accelerating deal making. It is simple and intuitive with no learning curve to enable rapid on-boarding and adoption. With a 99% renewal rate ClientLook helps more industry professionals transform their business with lasting benefits. ClientLook pricing starts at $900.00 per year, per user.They do not have a free version. ClientLook offers a free trial.

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Cratio CRM

Cratio CRM, designed for the Real Estate industry,  gives you an edge with its lead capture automation feature. The software takes care of the lead capture process, automatically collecting and placing customer information into your CRM without you getting involved with the grunt work. Cratio CRM also simplifies lead assignment, enabling you to assign, follow, and manage your sales leads with activities. For field agents, Cratio has a mobile CRM application that gives complete CRM functionality even in the field. This means easier and faster processes and more closed deals, resulting in better sales and even bigger revenue. Cratio CRM keeps you updated on any development and change in your tasks, opportunities, schedules, and more via email and SMS alerts. You can also configure the system to send instant notifications to other members of the team so they can quickly assess and act on these changes and developments as they occur. Pricing starts at $5 per user per month.

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Follow Up Boss

Connect your real estate lead providers and IDX websites direct to Follow Up Boss. Start getting results with one easy to use system. Every single lead looked after 365 days per year. Keep agents accountable and track your marketing spend. Stop trying to track your leads in multiple databases and your email inbox and start getting results quickly.

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Groove is a simple, fast and intuitive real estate CRM that helps users interact with their leads, past clients, and sphere of influence in a timely manner. Unlike other real estate CRMs Groove is more of a personal assistant that ensures users don’t drop behind on your important dealings. Groove is a fresh, progressive CRM application developed by ex-Google employees. What really separates Groove from other real estate CRMs is its ability to integrate with your email. If users fall behind the schedule, they get an email reminder. This happens without any manual input. Three pricing plans and a free trial are offered.

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Zurple’s innovative software provides realtors with the winning combination of lead insights coupled with behavior-based email follow up to effectively convert leads into real estate clients. They also offer a complete real estate marketing solution for busy agents. Zurple provides a complete online profile of each lead, including preferred properties, price range, geographic location, and more.

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