5 Best Real Estate Agency CRM Software for Brokerage Companies (2025 Reviews)

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Real Geeks is an all-in-one platform offering targeted tools for ambitious agents, growing teams, and progressive brokers, all designed to boost performance and close more deals.

One of its standout features is Reactive Responses. This identifies high-interest leads by monitoring their activity (frequent site visits, listing views, favorites).

It then automatically triggers text messages to initiate conversations, saving agents valuable time.

Ranked among the best real estate brokerage CRM tools, Real Geeks goes beyond basic CRM.

Its robust suite includes a mobile app, IDX websites, real estate email marketing software, SMS autoresponders, Facebook marketing tools for realtors, an AI-powered engagement assistant, and market reports.

Features

IDX Websites

Real Geeks builds high-converting IDX websites for realtors with a focus on lead generation. It helps users turn website visitors into leads with its conversion-focused design.

The websites provide 15-minute IDX updates to ensure that the latest property data is shown.

Automated Email Drip System

Real Geeks allows agents to create custom email drip campaigns for different lead sources, markets, and more.

The feature helps users target specific audiences with their campaigns to boost engagement. It automates the sending process for less manual work.

Reactive Responses

This feature allows agents to spot hot leads. It identifies engaged contacts through interactions, such as website visits and favorites, and sends automated texts to start conversations.

Facebook and Google PPC Management

Real Geeks offers a turnkey lead generation program for ambitious real estate agents and growing teams.

The service allows you to leverage their team’s expertise and marketing automation tools to generate leads from Google, Bing, and Facebook.

Plans and Pricing

This real estate marketing tool offers four pricing plans.

The Establish plan costs $499 per month if billed semi-annually, or $299 per month if billed annually.

It includes basic real estate IDX technology and realtor CRM features, including automated email and SMS drip workflows, reactive responses, CRM mobile app, and more.

The Grow plan costs $799 per month if billed semi-annually, or $599 per month if billed annually.

It offers all the same features as the Establish plan, plus Facebook/Instagram property ads, full-service account management, monthly reporting and campaign changes, and more.

The Expand plan costs $1,299 per month if billed semi-annually, or $999 per month if billed annually.

It offers all the features of the Grow plan, plus Facebook/Instagram dynamic listing ads, Brand Boost lead retargeting, dedicated one-on-one training, and more.

The Conquer plan costs $1,899 per month, billed semi-annually, or $1,599 per month, billed annually. It offers all the premium features of Real Geeks, plus weekly lead-conversion coaching.

Pros and Cons

Pros

• Excellent customer support. Many users have praised Real Geeks for its excellent customer support team. They note that the staff is always friendly and helpful.

• Robust search engine optimization (SEO) capabilities. As one of the best CRM for real estate agency needs, Real Geeks provides powerful SEO tools to help users’ websites rank high in search.

Cons

• Learning curve. The learning curve is a bit steep. New users find mastering the platform’s features a bit tricky.

• Expensive. Real Geeks is an expensive platform. Some users feel the features don’t justify the price.

Integrations

• Mailchimp
• KW Command
• Constant Contact
• BoomTown
• Dubb
• Thanks.io

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Salesforce CRM is arguably the best CRM for real estate brokers, centralizing client and property data for the entire real estate lifecycle.

It streamlines lead management, listings, and client interactions to save time and boost productivity.

Salesforce’s built-in Einstein AI automates tasks like lead scoring as well as provides insights to optimize workflow for realtors.

Features

Unified Customer View

This feature gives real estate agents a full view of their clients by tracking interactions, interests, and history.

It gathers data from various sources to create a real-time comprehensive client profile.

Collaboration Tools

This real estate broker CRM software streamlines teamwork and allows realtors to connect to the MLS and other tools.

This enables them to share listings, client feedback, and strategies with ease.

AI-Powered Insights

This real estate CRM for teams and agents uses Einstein AI to help real estate agents make smarter decisions by predicting sales trends and finding high-potential leads.

It analyzes data to forecast sales, prioritize leads likely to close, and personalize client interactions.

Data Analytics

Salesforce CRM’s integration with Tableau provides realtors with business intelligence and data visualization.

The tool offers them clear dashboards and reports to help spot growth opportunities.

Plans and Pricing

This residential and commercial real estate CRM offers five pricing plans.

The Starter Suite costs $25 per user per month. It offers a CRM suite with simplified setup, onboarding, and more.

The Professional plan costs $80 per user per month. It includes forecast management, customizable reports, custom dashboards, and more.

It is suitable for growing real estate teams and agencies in need of robust real estate agency CRM software.

The Enterprise plan costs $165 per user per month. It includes everything in the Professional plan, plus advanced pipeline management, deal insights, and more functionality for real estate brokerages.

The Unlimited plan costs $330 per user per month. It includes everything in the Enterprise plan, plus predictive AI, conversation intelligence, etc.

Einstein 1 Sales is the highest plan, which costs $500 per user per month. It includes everything in the Unlimited plan, plus Einstein Copilot powered by Generative AI, sales performance management, team collaboration, and more.

Pros and Cons

Pros

• Robust and user-friendly dashboard. Salesforce provides a user-friendly dashboard with auto-fill features that help agents manage sales quotas and clients with ease.

• Efficient lead and account tracking. Recognized as one of the best CRM for real estate brokers, Salesforce allows agents to track their real estate pipeline, manage leads, stay in touch with clients, and forecast budgets all in one place.

• High customizability. Salesforce can be easily adapted to real estate agents’ or brokerages’ workflows and client management styles.

Cons

• Complicated setup and ongoing maintenance. Setting up Salesforce to fit your business can be complex. The software’s rich features require extensive customization, which is time-consuming, and necessitates technical expertise.

• Cost considerations. Salesforce can be expensive, especially for large organizations or those with complex needs. Per-user monthly fees range from a few tens to hundreds of dollars, and additional features, integrations, and storage further increase costs.

Integrations

• G-Suite
• Slack
• QuickBooks
• Mailchimp
• LinkedIn
• DocuSign
• Jira
• HelloSign
• CodeScience
• ActiveCampaign
• Dropbox
• Zapier
• Follow Up Boss
• Zillow Tech Connect

Zoho CRM is a comprehensive system that enables real estate brokerages to manage sales, marketing, and customer support on a single platform.

It is designed to boost revenue and customer engagement.

This versatile real estate broker CRM software automates marketing efforts from email and social media to lead nurturing.

Its unique sales process management feature lets agents customize and automate their real estate pipeline with ease.

Features

Sales Process Management

This feature allows agents to manage their entire sales pipeline.

It auto-assigns leads to sales representatives based on rules like territory, industry, and more. The reps are then notified of tasks with reminders.

Property Management Tools

This feature is designed to help real estate investors and property managers easily manage multiple properties from single rentals to large portfolios.

It provides financial management tools and other intuitive features to add forms, generate reports, track finances, and more.

The tool streamlines workflows, centralizes data, and helps users reduce their busy work.

Administrative Automation

Zoho CRM allows agents to automate tasks like sending emails, follow-ups, lead nurturing, and workflows.

It helps them free up time with automatic client communication and task management.

Omnichannel Communication

Zoho CRM lets agents connect with leads via email, phone, social media, and more all in one place. This allows for smooth and contextual conversations.

Plans and Pricing

Zoho CRM offers four pricing plans.

The Standard plan costs $20 per user per month, or $14 per user per month if billed annually.

It offers basic modules, advanced filters, multiple pipelines, and more to help users automate and optimize their sales workflow.

The Professional plan costs $35 per user per month, or $23 per user per month, billed annually.

It provides the features of the Standard plan, plus macros, SalesSignals, and assignment rules. This helps to improve customer acquisition and accelerate growth.

The Enterprise plan costs $50 per user per month, or $40 per user per month, billed annually.

It provides the Professional plan features, plus multiple scoring rules, custom SalesSignals, email parsers, and more.

The Ultimate plan costs $65 per user per month, or $52 per user per month if billed annually.

This plan provides users with all the features of the Enterprise plan, plus business intelligence insights.

Pros and Cons

Pros

• Strong data security. Zoho helps users keep their data safe with strong encryption and regular backups.

• Scalability. Zoho CRM is designed to grow with realtors. It can scale to handle more data and users as your real estate agency expands, making it a good CRM for real estate companies.

• Mobile access. Zoho CRM provides mobile apps for iOS and Android. This lets real estate agents manage their sales and data from anywhere.

Cons

• Steep learning curve. Zoho CRM offers powerful customizations, and this can be overwhelming for new users. They might require guidance for a smooth setup.

• Poor customer support. Several users have complained about customer support with claims of slow response times and incompetence of the staff.

Integrations

• Google Drive
• PayPal
• Slack
• Gmail
• Google Workspace
• Trello
• Dropbox Business
• Microsoft 365
• WordPress
• Google Forms
• Mailchimp
• DocuSign
• TeamViewer Remote
• Google Analytics 360
• SurveyMonkey
• Acuity Scheduling
• GoTo Meeting
• Shopify
• Eventbrite
• HubSpot Marketing Hub
• Google Calendar
• Zoho Social
• HubSpot CRM
• QuickBooks Online
• Zapier

Lofty (formerly Chime) is a platform that streamlines real estate deals with a relationship-focused CRM.

As the best CRM for real estate agency operations, it shortens the sales cycle and helps agents make data-driven decisions with built-in insights.

Its lead routing feature ensures inquiries are perfectly matched to the right agents, boosting conversions.

Features

Listing Alerts

Lofty excels as a CRM for real estate firms by simplifying the process of matching real estate listings with buyer leads for realtors.

It automatically matches buyers with new home listings that fit their needs. This real estate brokerage software tool also keeps them informed with timely notifications about any listings that meet their preferences.

Lead Routing

Recognized as a leading CRM for real estate companies, Lofty auto-assigns leads based on details like type, location, and budget.

The realtor leads are distributed evenly among agents. It also provides blast alerts to ensure fast follow-ups.

Smart Action Plans

This feature allows users to automate workflows based on lead type, lead source, pipeline, and activity.

Team Management

Lofty streamlines real estate team management. It tracks team outreach and communication, and identifies top performers.

Learn more about these and other features of this tool by reading our detailed Lofty review.

Plans and Pricing

Lofty provides three pricing plans. These plans are designed for different types of teams and brokerages.

The Core plan is designed for high-performing agents and teams, the Premier plan is for established and fast-growing teams, while the Enterprise plan caters to large teams and brokerages.

All the plans offer the same features, including a real estate IDX website, mobile app, dynamic lead scoring, real estate listing marketing automation, listing tools, and more. However the external listing tool isn’t available on the Core plan.

Users have to contact the sales team for more specific information on pricing. But based on online reviews, Lofty’s Core plan starts at $449 per month with a $500 setup fee and allows you to add up to 3 users.

Lofty also has lead generation plans that allow users to split up to half of their marketing costs by inviting a lender.

Users can purchase buyer and seller real estate leads based on custom pricing and historical lead data.

It requires a 20% ad management fee, and if users purchase Seller Lead Generation without a real estate IDX solution, they must pay $70/month for a Home Evaluation Page.

Lofty’s Branding Ads offer you more exposure in your target zip codes. For these ads, Lofty requires a 15% ad management fee and a subscription to the Lofty CRM Professional plan or higher.

Pros and Cons

Pros

• Advanced lead management features. Lofty offers advanced lead management with tools like lead pipeline management, groups, tags, and a lead pond to help agents prioritize and manage real estate leads effectively.

• User-friendly interface. Lofty boasts a modern user-friendly interface. It works flawlessly across devices.

• AI-powered technology. Lofty offers AI-driven realtor lead generator and management. Its AI helps with smart outreach, suggesting optimal times to contact leads. It also helps you qualify leads with specialized lead scoring tools to identify and prioritize high-potential leads.

Cons

• SEO issues. Lofty websites often rank poorly in Google search rankings, even with regular blog posts and keyword usage.

• Steep learning curve. Lofty can be challenging to learn, particularly for users with limited technical experience.

Integrations

• Hire Aiva
• Google Contacts
• BombBomb
• Cloud CMA
• Dotloop
• Brokermint
• Slybroadcast
• Zapier
• Realtor.com
• SkySlope

BoomTown is a comprehensive real estate platform that gives agents the ability to acquire leads, build websites, and manage clients all in one place.

It automates real estate business processes with tools for marketing, lead generation, lead management, and more.

BoomTown’s smart prospecting functionality matches listings to interested buyers, helping agents win more deals.

Features

Automated Lead Distribution

BoomTown efficiently gets leads to the right agents as fast as possible. It uses a round-robin or on-duty system to do this.
Leads can also be sent directly to an ISA for pre-screening before assignment.

Smart Prospecting Tools

BoomTown helps users prioritize outreach by matching listings to hot leads. It helps agents find the best leads at the right time with its Best-Fit Leads and Opportunity Wall functionalities.

Customizable Follow-Up Campaigns

BoomTown allows you to personalize lead communication to boost conversions. Agents can easily manage leads with tagging, segmentation, as well as automated follow-up emails and texts.

This makes communication more personal and effective.

Transaction Management

BoomTown streamlines lead conversion. The platform’s integration with transaction coordinator software ensures a smooth handoff.

It also offers a “My Deals Dashboard” tool to help agents manage everything seamlessly.

Plans and Pricing

BoomTown has no prices listed online. However, based on online information, it has three pricing plans.

The Launch plan costs $1,000 per month with a $750 setup fee. The plan charges $250+ per month for PPC advertising. It is designed for individual agents.

The Grow plan costs $1,300 month per month with a $1,700 setup fee. This plan is designed for small teams.

The Advance plan costs $1,500 per month, plus a $1,500 setup fee. It is designed for big teams or brokerages.

Pros and Cons

Pros

• Excellent contact management. BoomTown shines with its easy-to-use contact management features. Agents can build and organize detailed client databases in no time.

• Lead generation. BoomTown’s real estate lead generator tools help agents attract high-quality leads and grow their business.

• Ease of use. Real estate professionals love BoomTown’s easy-to-use interface.

Cons

• Poor lead quality. Multiple users have complained that BoomTown leads were of poor quality and didn’t convert to actual business.

• Unclear pricing. BoomTown’s pricing is unclear, so it’s difficult to compare it with competitors.

Integrations

• Fello Connect
• Listings To Leads
• Zapier
• Google Sheets
• Flodesk
• Google Ads
• Constant Contact
• Gravity Forms
• Slack
• Eventbrite
• Mailchimp
• Facebook Lead Ads
• BombBomb.com
• Google Calendar