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5 Best Real Estate Team CRM Tools Compared (2025 Reviews)
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5 Best Real Estate Team CRM Tools Compared (2025 Reviews)

Real Estate Bees’ editorial team asked a number of industry-leading real estate agents and brokers to share their first-hand experience with their must-have real estate CRM tools for teams to help our readers make a more educated purchase decision when researching available solutions.

Based on the received responses, we narrowed down all the tools to the following 5 best real estate CRM systems for teams:

  1. Wise Agent – Comprehensive CRM tool for teams
  2. Pipedrive – CRM for streamlined real estate sales
  3. Follow Up Boss – CRM for high volume leads
  4. CINC (Commissions Inc) – AI-powered real estate team CRM
  5. Propertybase – CRM for effective real estate branding

With the help of the experts, we identified the best residential and commercial real estate team CRM software and evaluated them based on critical factors that are important for real estate agents and brokers. Visiting retailers of the listed products by clicking links within our content may earn us commissions from your purchases, but we never receive any compensation for the inclusion of products and/or services in our consumer guides. Read our editorial guidelines to learn more about our review and rating process.

— Kimberly Anderson, Senior Creative Editor at Real Estate Bees
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Wise Agent

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Wise Agent helps you close more deals with lead generation, contact management, and workflow automation.

The CRM integrates with business tools to automate tasks, thus improving overall operations.

As one of the best CRM for real estate teams, Wise Agent offers real estate team features like permission control over access to contacts, transactions, and other data.

It also distributes leads efficiently among team members. This ensures prompt handling and a better deal closing rate.

 

Features

Automated Lead Distribution and Tracking

Wise Agent automates lead distribution and tracking, thus freeing up teams to focus on closing deals. The software ensures you miss no leads and helps everyone stay informed.

 

Task Lists

Wise Agent provides a central location to manage all your real estate tasks.

The real estate CRM software allows you to add tasks from anywhere, set automated due date reminders, and delegate tasks to team members for smooth collaboration.

 

Customizable Permissions

Wise Agent grants team members access to the exact permissions they need for their roles. The software ensures secure and effective collaboration.

 

Transaction Management

With Wise Agent, users can create custom buyer or seller templates which they can turn into comprehensive checklists.

These checklists guide users through every step of the real estate transaction with clear, organized actions.

Each checklist can be converted into a Transaction Portal, granting real-time access to all parties involved in a transaction, and offering complete transparency on deal progress.

We described these and other features of this CRM in our Wise Agent review.

 

Plans and Pricing

Wise Agent offers 3 subscription options: Monthly, Annual, and Enterprise.

The Monthly plan costs $49. The Annual plan costs $499, saving 15% compared to the monthly plan, and Enterprise is a custom-priced plan.

All plans include contact management, lead automation, transaction management software for real estate brokers, a free trial, and 24/7 support.

You can also pay for add-ons like extra team members, additional logins, and lead enhancements.

 

Pros and Cons

Pros

  • Comprehensive features. As a leading real estate team CRM, Wise Agent offers a comprehensive suite of features for real estate agents. These features cover contact management, landing pages, and appointment scheduling, making it ideal for agents who need a robust CRM solution.
  • Comprehensive property transaction checklists. Wise Agent provides templates to simplify property transactions. These pre-built templates and checklists keep property details organized in a single place.
  • Good customer support. Wise Agent offers good customer support with 24/7 assistance and webinars for user education.

 

Cons

  • Additional costs for texting feature. Wise Agent charges extra for SMS ($11/month) on top of a one-time $80 registration fee, unlike some competitors that include it in their base plan.
  • Outdated interface. A number of reviewers praise Wise Agent’s robust functionality but criticize its outdated interface. Users recommend a visual refresh and a more modern design.

 

Integrations

  • BombBomb
  • Easy Agent PRO
  • Brokermint
  • Cole Information
  • Constant Contact
  • ConnectNow
  • DocuSign
  • Dotloop
  • Express Copy
  • Facebook
  • Google Calendar
  • Gmail
  • Happy Grasshopper
  • IDX Broker

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Pipedrive

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Pipedrive streamlines real estate sales for all property types.

The CRM helps you create visual pipelines to track progress for properties, investors, and buyers. It lets you see each contact’s stage in the pipeline and suggests next steps.

Pipedrive also automates messaging, reminders, and email marketing to nurture and manage leads.

It offers LeadBooster, a unique add-on real estate chatbot that qualifies leads in real time. This tool identifies potential leads, engages website visitors, and books meetings.

 

Features

Sales Automation

Pipedrive automates repetitive sales tasks like email sending, calls, and deal transfers.

The software’s smart contact data gives you valuable lead information from LinkedIn, Google, and Twitter for better qualification and targeting.

Its sales assistant also provides personalized tips to streamline your workflow.

 

Teams

Pipedrive Teams streamlines sales team organization and performance tracking. Admins can create teams, assign salespeople, and filter data (pipeline, list, or forecast) by team for easier team-based reporting.

Note that the Teams feature is available only on the Professional plan and higher.

 

Insights and Reporting

Pipedrive gives you a clear overview of your business metrics. Its visual reports help you understand complex data and draw conclusions.

The software also lets you track goals and identify areas that need attention.

 

Pipeline Stages

Pipedrive helps you visualize your sales process. The software customizes your deal pipeline with stages and filters to match your sales cycle.

You can assign activities like emails and cold calls to each stage and schedule them directly.

 

Plans and Pricing

Pipedrive offers 5 CRM plans: Essential, Advanced, Professional, Power, and Enterprise. All plans come with a 14-day free trial.

The Essential plan costs $24/user/month, or $168 annually (42% savings).

It includes features like client/deal management, unlimited pipelines and contacts, activity tracking, up to 3,000 open deals and 30 custom fields, 15 reports per user, a mobile app, and over 400 integrations.

The Advanced plan costs $39 monthly per user, or $348 annually. It includes Essential plan features, plus an automation builder, email and meeting scheduling, live chat support, web-to-mobile calls, and more.

This plan allows you to manage up to 10,000 open deals with 100 custom fields. Each user can also generate 30 reports and run 30 automations.

The Professional plan costs $64/user/month, or $588 annually. It builds on the Advance plan with features like lead routing, revenue forecast, document management, AI-powered sales assistant, and emailing tools.

This plan offers all the features your team needs to focus on closing.

The Power plan costs $79 monthly per user, or $768 annually. It offers all Professional plan features, plus personalized onboarding, phone support, project management, and up to 3 teams per company.

The plan allows you to manage up to 200,000 open deals with 500 custom fields. Each user can generate up to 250 custom reports with 90 automations.

The Enterprise plan costs $948/user/year. It gives you complete access to all Pipedrive features, enhanced security, unlimited custom fields and reports, 180 automations, and 5 email syncs per user.

This plan is perfect for large-scale businesses that want to make the most of their CRM.

The platform also offers paid add-ons like LeadBooster, web visitor tracking, and Smart Documents.

 

Pros and Cons

Pros

  • Enhanced lead generation with web chat. Pipedrive’s chatbot engages website visitors, turning casual browsers into qualified leads.
  • Ease of use. Pipedrive has a simple and intuitive user interface, making it easy to learn and use.

 

Cons

  • Limited customization. Pipedrive’s customization options fall short, especially when you compare it to other CRMs.
  • Limited marketing automation features. For businesses needing advanced real estate listing marketing automation, Pipedrive CRM’s automation features may be limited compared to competitors.

 

Integrations

  • Google Contacts
  • LinkPort
  • Microsoft Outlook
  • Zapier
  • PandaDoc
  • Surfe
  • HubSpot
  • LinkMatch
  • Seamless.AI
  • JustCall
  • Slack
  • Google Meet
  • DocuSign
  • QuickBooks
  • Asana
  • Trello

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Follow Up Boss

Follow Up Boss is an all-in-one platform designed to organize your team, nurture leads, and manage performance.

The platform helps you track key metrics like lead quality, communication, and close rate to improve individual and team results, making it one of the best CRM for real estate teams.

The CRM handles high lead volumes efficiently. It allows users to sort, tag, and segment thousands of leads automatically in seconds, thereby ensuring prompt and accurate follow-up.

Follow Up Boss also offers automated lead capture through its integration with over 250 lead sources.

 

Features

250+ Integrations

Follow Up Boss seamlessly connects with over 250 real estate lead generators and real estate listing marketing systems.

It works with popular resources like Zillow, Realtor.com, FSBO sites, real estate brokerage software, and others for a streamlined workflow.

 

Action Plans

This residential and commercial real estate CRM automates lead follow-ups with pre-built or custom sequences triggered by lead actions.

The software allows you to customize action plans to specific lead types, including new buyers and sellers.

 

Transparent Reporting

Follow Up Boss provides a view of everything your real estate agents do, from calls made to showings scheduled, and more.

It lets you gain insights for accurate forecasting and growth planning. This is a must-have feature for a real estate broker CRM.

 

Lead Distribution

Follow Up Boss allows you to set rules for automatic lead distribution based on agent location and expertise.

It also gives agents the power to find more deals with “lead ponds” for inactive leads.

Learn more about all of the features of this tool from our Follow Up Boss review.

 

Plans and Pricing

Follow Up Boss offers 3 plans: Grow, Pro, and Platform.

The Grow plan costs $69 monthly per user, or $696/user/year. It includes features like lead capture, distribution, lead organization with Smart Lists, and automation.

You can also add a dialer for $39/month per user on the monthly plan, and $33/user/month on the yearly plan.

The Pro plan costs $499 monthly for 10 users, or $416/month, billed yearly, with $49 monthly for each additional user.

It builds on the Grow plan with unlimited calling/texting, team inboxes, call reporting, and enhanced support.

The Platform plan costs $1,000 monthly for 30 users, or $833/month, billed yearly. Additional users on this plan cost $20 a month.

The Platform plan includes everything in Pro, plus a dedicated onboarding manager and priority support, as well as the ability to create teams within teams.

Follow Up Boss lets you enjoy a 2-week free trial of any plan with the option to cancel anytime.

 

Pros and Cons

Pros

  • Ease of use. Follow Up Boss boasts a clean, intuitive interface that makes it easier to navigate and manage leads and clients.
  • Customization and integration. It lets you customize its software to manage leads from over 200 sources like Realtor.com and Zillow.
  • Automation and productivity. As the best real estate CRM for teams, Follow Up Boss propels teams towards closing more deals with its automated tools. These tools cover lead distribution, email campaigns, and transaction management.

 

Cons

  • Steep pricing. Follow Up Boss is more expensive than comparable CRM for realtors like Wise Agent.
  • Integration issues with other software. Integrating Follow Up Boss, especially with other CRM tools, like Top Producer, is a challenge.
  • Inconsistent alert. Follow Up Boss alerts aren’t always triggered by client communication. This causes potential delays and hampers customer relations.

 

Integrations

  • Zapier
  • Microsoft 365
  • GetResponse
  • Mailchimp
  • Gmail
  • Google Calendar
  • Google workspace
  • AM Cards
  • API Nation
  • Agent Launch
  • Agent Legend
  • BombBomb
  • CINC
  • Brokermint
  • Dakno
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CINC (Commissions Inc)

CINC is a CRM that empowers real estate teams and top agents with lead generation and conversion tools.

The CRM lets you generate leads through targeted campaigns on Google, Facebook, and more. It automates lead nurturing and team management to improve operations.

It also offers IDX feed integrations for real estate websites.

The CRM’s unique feature, CINC AI, is a 24/7 text-based conversational intelligence system that helps you engage leads, automate communication, and boost response rates.

 

Features

Lead Generation

CINC generates buyer and seller leads through targeted ads on Facebook, Google, and Instagram.

The software centralizes your lead generation and automates outreach, thereby filling your vacant pipeline.

 

Consumer Websites

CINC provides a search-friendly website with an MLS IDX feed to turn visitors into buyers. The software offers an easy and efficient real estate search experience tailored to buyer needs.

 

Automation and Communication Tools

CINC streamlines lead nurturing with automated real estate email marketing tools to create sequences and reminders.

The CRM offers texting, email, video messaging, and calling tools for personalized interaction, thus boosting conversion rates.

 

Team Management

One of the best real estate CRM for teams, CINC optimizes lead nurturing with smart team management.

The software assigns leads to available team members, thus improving productivity and conversion.

CINC also allows you to track activity across channels and see what each agent is doing.

 

Plans and Pricing

CINC offers 4 real estate plans: Solo, Ramp, Pro, and Select. Prices are available upon request.

According to online sources, pricing for CINC Pro starts at $1,500 per month per user, and pricing for the conversational AI starts at $200 per month. Advertising spend starts at $500/month.

The Solo plan is perfect for solo agents. It includes a CRM, auto-tracking, mobile apps, basic video messaging, and real estate lead generator tools like landing pages, Google buyer leads, and more.

It integrates with Google Contacts and other realtor lead generator tools by using CRM Connect.

The Ramp plan is for up to 4 users. It adds advanced lead routing, and more integrations (Zapier, BombBomb, and Mojo) to the Solo features.

The Pro plan is for up to 49 users. It offers advanced team management and client engagement on top of the Ramp plan features. It also includes advanced video messaging and more integrations.

The Select plan is perfect for 50+ users. It provides large teams with extensive customization and high-volume support.

 

Pros and Cons

Pros

  • Fantastic training and support. CINC equips users with thorough training and support to maximize the platform’s use and overcome obstacles.
  • Hyperlocal lead generation and IDX websites. CINC generates highly targeted local leads through ads, thus driving traffic to its IDX websites.
  • Advanced lead capture and nurturing tools. CINC goes beyond lead capture with built-in nurturing tools. For example, its AI bot engages with leads until an agent is available. Also, features like home valuation pages and personalized emails help you convert leads into clients.

 

Cons

  • Pricey software. CINC is one of the most expensive real estate CRM tools on the market. Its AI also adds to the cost, starting at $200 per month.
  • Complicated system. CINC requires significant time commitment to master.

 

Integrations

  • Agent Pronto
  • API Nation (beta)
  • BombBomb
  • Bara Agency
  • Brokermint
  • Callingly
  • Lofty
  • CRM Connect
  • Conversion Monster (beta)
  • Dotloop
  • Follow Up Boss
  • Google
  • QuickBooks Online
  • Mojo Dialer
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Propertybase

Propertybase

Propertybase is a real estate team CRM designed to boost productivity. The tool offers home seller and home buyer leads, contact automation, and real estate websites.

It generates exclusive home buyer and home seller leads through professional ad campaigns, letting you focus on closing deals.

The CRM also lets you showcase your real estate brand online with its award-winning website designs and audience growth tools.

Its text concierge employs real people to text and qualify your leads based on your criteria. This means you can spend less time on outreach.

 

Features

Done-for-You Lead Generation

Propertybase generates exclusive leads through professional ad campaigns. It lets you focus on closing deals instead of finding them.

 

Beautiful Websites

Propertybase lets you showcase your brand and listings with beautiful lead-generating websites.

 

Easy Marketing Automation

Propertybase allows you to set up automated emails triggered by client behavior. The software helps you save time and improve service with “set it and forget it” marketing.

 

CRM Contact Management

Propertybase CRM automates tasks, personalizes interactions, and sets reminders to keep you on track. This ensures smooth client relationships and no missed leads.

 

Plans and Pricing

Propertybase doesn’t disclose its pricing. Users have to contact one of their sales reps for a quote.

 

Pros and Cons

Pros

  • Customizable websites and social media tools. Propertybase lets you build custom websites and use its real estate social media marketing tools to engage clients and establish your brand.
  • Document storage and organization. The software lets you store and share key documents with clients and team members.
  • Comprehensive integrations. Propertybase integrates with different real estate tools to streamline business operations. It offers MLS integrations, automated real estate listing syndication, and listing performance analytics to boost visibility and help you generate leads.

 

Cons

  • Basic analytics. The out-of-the-box Propertybase GO CRM has less in-depth analytics compared to the more customizable Propertybase Salesforce edition.
  • Poor customer support. Users have experienced long wait times for up to a month and a lack of phone support. This makes urgent issues difficult to solve.
  • Non-transparent pricing. Propertybase’s pricing details aren’t readily available.

 

Integrations

  • ATTOM Data Solutions
  • Brokermint
  • Adwerx
  • Cloud CMA
  • Dash
  • Google
  • Facebook
  • Dotloop
  • DocuSign
  • Nextdoor
  • HomeSpotter
  • ReadyChat
  • Yelp
  • Zillow
About the Author
Industry Expert Contributor

Industry Expert Contributor is one of our qualified subject matter experts whose professional expertise, qualification and credentials have been thoroughly verified by our editorial team to be eligible to submit educational content for publication on our platform. Learn more about our Industry Expert Contributoror Program.

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Mortgage Lender & Realtor
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Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.

Interested in becoming a contributor? Learn more about our Industry Expert Contributoror Program.
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