List of the Top Real Estate CRM Software for Zapier in 2025 - Page 2

Speed up your deal closures with LionDesk, a comprehensive platform that integrates CRM, lead management, and transaction oversight functionalities. This solution is perfect for brokers, real estate agents, teams, and lenders, offering an intuitive user experience through dedicated mobile apps available for iOS and Android devices. Among its standout features are task scheduling, transaction management, drip marketing campaigns, lead assignment, email tracking, and thorough contact management. Furthermore, LionDesk's CRM features allow users to effectively manage their client relationships by assigning each new client to a specific team member, guaranteeing personalized service for every client. This organized method not only boosts efficiency but also cultivates stronger connections with clients, leading to better long-term relationships and successful outcomes. By leveraging LionDesk, professionals can transform their workflow and achieve greater success in their transactions.

CRM Pro is an all-encompassing customer relationship management tool specifically designed for the real estate industry, enabling users to manage client interactions efficiently, optimize their workflows, and generate new leads. With its user-friendly interface, CRM Pro automates mundane administrative tasks, freeing up valuable time for users to focus on more strategic goals. By leveraging its robust CRM features, users can not only nurture new relationships but also strengthen existing ones. Moreover, CRM Pro includes a capability to track the history of message exchanges, providing users with a comprehensive overview of client communications. This tracking feature significantly contributes to building rapport and improving the overall customer experience. Ultimately, CRM Pro positions real estate professionals to succeed in a competitive market by enhancing their operational efficiency and client engagement strategies.

Realvolve serves as a web-based customer relationship management solution designed exclusively for professionals and agencies in the real estate sector. This innovative platform enables users to effortlessly expand, engage, and thrive in their business endeavors. It boasts essential features such as task management, contact tracking, property transaction oversight, and seamless integration with various third-party applications. Users can easily record both the professional and personal information of their contacts, facilitating better interactions. Furthermore, Realvolve assists in tracking deadlines and marking important dates to maintain efficient workflows. In essence, this software provides a holistic approach to optimizing the everyday operations of real estate enterprises, making it an invaluable tool for industry success.

CRM Solutions Tailored for Small Enterprises. Comprehensive tools for managing customer relationships, support, and sales are essential. With your busy schedule, the last thing you need is another application to manage. SwiftCRM offers an innovative solution that surpasses conventional CRMs. It empowers you to automate tasks and communicate via emails, calls, and even postal mail all within the platform, eliminating the need for tedious copy-pasting. Additionally, SwiftCRM features the industry's most adaptable sales dashboard, ensuring that you and your team can work comfortably with customized language, statuses, labels, and deal flows that align seamlessly with your existing processes. In essence, software should cater to human needs, ensuring a smooth and efficient user experience. By choosing SwiftCRM, you'll minimize distractions and maximize productivity.

Fieldnotes stands out because it employs AI to assist in nurturing leads and converting them into viable opportunities. This advanced AI solution is ideal for anyone aiming to engage with their existing networks or seeking to create new leads in their endeavors. Its capabilities ensure you can maximize your outreach efforts effectively.

Essentials offers a robust application that merges sales and customer support capabilities into one cohesive platform. Picture an assistant that scales effortlessly to accommodate your diverse requirements — a thousandfold. Consolidate all your customer data in one place for easy access. Oversee your sales journey from the very first interaction to the ultimate agreement without any hiccups. Engage with your customers through multiple channels, including phone, web chat, social media, and email. Operate your business effortlessly from your mobile device. Generate insightful reports and dashboards to showcase critical business metrics in real-time. Furthermore, seamlessly connect with widely-used tools like Dropbox and DocuSign to enhance your workflow even more. This comprehensive solution not only keeps you connected but also boosts your efficiency in managing both customer relationships and sales activities, ensuring that you remain at the forefront of your business operations. With Essentials, your business can thrive in a competitive marketplace.

Optimize your operations and foster growth with LeadSimple, the specialized CRM tailored for professional property managers. LeadSimple empowers users to efficiently document, automate, and follow a systematic sales process, ensuring that every potential client receives prompt attention. Should you require a structured sales framework, you can leverage LeadSimple's professionally designed PM Owner sales workflows. The platform meticulously tracks all forms of communication—be it calls, emails, or text messages—providing you and your team with vital context whenever it's required. By unifying all your leads in one centralized system, you encourage collaboration and guarantee that no opportunity is overlooked. With instant call and SMS alerts, your likelihood of securing deals is greatly improved, as you can swiftly reach out to new leads. Furthermore, the platform includes a robust assortment of reporting tools that focus on agents, marketing effectiveness, growth indicators, and beyond, enabling you to make well-informed, data-driven decisions. Work alongside seasoned consultants to craft your personalized sales playbook, onboard your next Business Development Manager, and access ScaleClub, the premier sales mastermind community aimed at fostering ongoing success and development in your industry. Ultimately, with LeadSimple, you are not merely managing properties; you are building a dynamic business ecosystem that thrives on efficiency and collaboration. This powerful tool will position you to not just meet your goals but exceed them in a competitive market.

The Placester platform enables real estate professionals such as agents, brokers, and brands to improve their online and mobile visibility with seamless MLS integration, user-friendly natural language search, and eye-catching visuals. In addition, Placester offers a wide array of applications and enhancements aimed at streamlining email marketing efforts, boosting digital advertising initiatives, managing leads efficiently, and making daily operations easier for its users. This all-encompassing strategy is vital for real estate businesses seeking to succeed in an increasingly competitive online marketplace. By leveraging these tools, professionals can focus more on client relationships while enhancing their overall business performance.

ClientTether is a CRM specifically designed for franchises, created by franchisors to streamline sales automation in the franchising sector. With our suite of automated tools that include options for contacting, texting, emailing, quoting, and requesting online reviews, your FranDev teams and franchisees can efficiently capture leads and nurture prospects throughout their entire customer journey. Our user-friendly sales engagement platform boasts robust communication features, digital signing capabilities, estimation tools, and comprehensive multilocation reporting for tasks such as royalty calculations. In addition, functionalities like chat bots, reputation management, and online scheduling are among the numerous features offered to enhance user experience. FranDev teams and franchisees can easily visualize their sales pipelines, identify potential risks, and manage to-do lists all from a single dashboard. Moreover, our platform allows users to construct their entire franchise development process, send Franchise Disclosure Documents (FDDs), obtain digital signatures, and oversee franchisee communications and onboarding seamlessly from one centralized location. Our intuitive dashboards facilitate the management of franchisee performance metrics, ensuring that every aspect of your franchise development is monitored effectively. Furthermore, we provide exceptional support and onboarding to ensure that clients maximize the benefits of our services.

Enhance your real estate investment opportunities by implementing effective driving techniques that reduce marketing costs per transaction while ensuring that you are the exclusive investor interacting with your sellers. Learn why experienced real estate experts depend on DealMachine, which allows for quick identification of properties by providing access to owner names and property types within designated areas. You can easily distribute photo postcards or personalized handwritten letters to property owners without any minimum mailing obligations. Optimize your routes to eliminate redundancy, expand your coverage area, take advantage of mileage-based tax deductions, and keep track of your team's activities with ease. Additionally, you can create a customized signup page and training portal tailored to your business requirements, along with the ability to import data from any spreadsheet without adhering to rigid formats. Exporting your information when necessary is also a straightforward process. DealMachine boasts an impressive 96.5% success rate in locating owner names and addresses, coupled with instant skip tracing features that significantly improve your operational efficiency. The platform can be seamlessly integrated with your CRM, or you can manage your tasks through in-app statuses, notes, and team mentions to enhance organization and facilitate communication. Furthermore, with these tools at your disposal, you can achieve a more streamlined process in managing your real estate investments.

Top-of-mind awareness (TOMA) CRM is designed to help small businesses enhance their digital footprint, drive increased traffic to their websites, and ultimately boost sales by facilitating swift communication with both potential and existing clients. TopofMind provides an array of services, including online reviews management, SMS messaging, and web chat functionalities. With just a few clicks, businesses can automate their online reviews and manage all responses from a single platform. Additionally, users can consolidate all messaging—whether it’s text messages, Facebook communications, or Google messages—into one convenient inbox. The web chat feature is particularly valuable, as it can transform more website visitors into actionable leads and meaningful sales discussions. For billing, the Text 2 Pay service streamlines client invoicing, enabling businesses to receive payments more quickly. Moreover, TopofMind MarTech ensures that follow-ups via text occur even when you are unavailable, preventing potential customer loss. By leveraging these tools, businesses can expand their audience reach, discover new prospects, enhance their online ratings, and strengthen their overall reputation. This comprehensive approach not only fosters growth but also ensures that small businesses remain competitive in an ever-evolving digital landscape.

Witei offers a comprehensive suite for sending SMS and executing email drip campaigns, allowing users to share updates, discuss their company, and promote products or services effectively. With the ability to automate campaigns tailored to customer interests, businesses can enhance their engagement strategies and monitor the performance of each initiative, ultimately driving increased sales. The platform is designed to be adaptable, catering to the diverse requirements of various businesses, including freelancers and small to medium-sized enterprises with multiple locations and teams of various sizes. You can create an unlimited number of workspaces and assign specific permissions to your team members based on their roles. Understanding why customers may not return can be challenging, but Witei’s customizable funnel tool helps you quickly pinpoint areas that need improvement within your business model. Additionally, the ticket management feature streamlines the process of addressing issues, as you can generate a ticket for every problem encountered, ensuring efficient resolution and customer satisfaction. This integrated approach not only simplifies operations but also empowers businesses to thrive in a competitive market.

Ensure that you never overlook a real estate lead again by effortlessly importing and distributing prospects from more than 200 sources. Convert potential clients into loyal customers with regular follow-ups that alert agents about whom to reach out to and when. Quickly assign leads to agents, respond to new inquiries, and issue timely reminders and alerts. All inbound leads and calls from your listings or website are automatically fed into Action Plans, which guarantees that emails and texts are sent out swiftly for immediate engagement. Simply log in, hit the "tasks" button to access your daily schedule, and systematically tick off each task as you finish them, eliminating any guesswork. Afterward, manage your emails, missed calls, texts, and voicemails from a single, streamlined platform. Take a moment to review your lists of active, pending, and priority clients, making it easy to pinpoint those who need follow-up. Reach out to them via text, then enjoy a well-deserved lunch break. While you move between appointments and property showings, stay connected by responding to push notifications, sending messages, jotting down contact notes, and reallocating leads as needed. This efficient approach guarantees that no potential opportunity is left unattended, providing a comprehensive solution for managing your real estate endeavors effectively. Make the most of your time and resources with this organized system that allows you to focus on what truly matters: building relationships and closing deals.

FreeAgent CRM offers a modern work experience that enhances team collaboration and efficiency. Our cloud-based solution empowers teams to effortlessly boost their productivity and sales performance. With AI-driven sales assistance, you can maintain focus on your goals. The platform features a flow-based feed that expertly organizes and emphasizes tasks, ensuring you only view what’s essential when it's necessary. You can seamlessly navigate between comprehensive overviews and detailed activity monitoring, with this process being fully automated. Additionally, you can monitor and celebrate the efforts that contribute to successful sales and satisfied customers, fostering a positive work environment.

Utilizing cutting-edge communication tools alongside marketing automation can significantly boost your sales performance. GoCRM stands out as the sole customer relationship management system that integrates robust sales and marketing functionalities. This unique combination empowers you to create a comprehensive platform designed for scalable business growth, enhancing sales workflows while elevating customer satisfaction. You can seamlessly import leads from a multitude of online and offline sources, ensuring all pertinent attribution data—such as source, channel, campaign, and medium—is captured. A specialized toolkit, featuring Zapier, call tracking, website analytics, and CSV import options, allows you to monitor all leads and their progression effectively. You can choose to either manually distribute leads or assign them randomly among your team members. Furthermore, sophisticated workflows enable team members to receive and follow up on leads automatically through their personal VoIP phones or email, facilitating a more efficient and responsive sales process. This level of integration not only streamlines operations but also fosters a deeper connection between your team and potential customers.

Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.

TotalBrokerage offers a seamless integration with any front-end website, allowing for the acquisition of online leads from diverse channels such as third-party platforms, lead generation websites, Facebook, and custom-designed sites, all of which can be managed and overseen from a unified platform. Its Marketing feature enables users to effortlessly distribute hundreds or even thousands of emails daily to both existing and prospective clients, streamlining the outreach process significantly. By utilizing drip campaigns alongside an intuitive HTML editor, maintaining regular communication with clients has never been easier. The transaction management system provides a centralized location for creating, editing, and storing all necessary documents and forms. Users can also effortlessly track and report on their contacts and vendors while leveraging the activity log for quick access to vital information such as inspections. In addition, commission calculations for agents are automated and customizable to accommodate various structures, whether they are flat, tiered, or based on fees, simplifying complex commission scenarios. The platform also features native integration with Quickbooks Online or Quickbooks Desktop, ensuring that accountants can work without hassle. Users have the capability to meticulously monitor expenses, drilling down to individual transactions or specific vendors, which offers a detailed perspective of financial activities. This comprehensive level of integration and functionality guarantees that all facets of your business are not only organized but also operate efficiently and effectively, promoting a well-structured workflow. As a result, TotalBrokerage stands out as a vital tool for enhancing business operations in the real estate industry.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

SweepBright offers an extensive range of tools designed to enhance the efficiency of various real estate agencies while ensuring outstanding customer service. This comprehensive platform empowers agencies to streamline their operations and elevate the overall client experience.

A real estate brokerage's CRM should encompass essential features that facilitate lead management and contribute to your success in the industry. It's noteworthy that only 10% of REALTORS take advantage of the CRM offered by their firms. Many available CRM options in the real estate sector tend to be either overly simplistic or excessively complex, lacking customization for the unique workflows and requirements of individual companies. At TRIBUS, we prioritize user feedback in the development of our Customer Relationship Management tool, engaging in thorough testing to refine its functionality. Our product team consistently collaborates with executives, staff, and agents to gather valuable insights, ensuring that our offerings are user-friendly and easily adoptable. Additionally, our user experience team regularly interacts with clients to guarantee that our tailored brokerage CRM solutions are intuitive for both staff and agents, fostering a smoother workflow and greater efficiency. Through this ongoing dialogue, we strive to create a CRM experience that truly meets the diverse needs of the real estate market.

The only system that ensures success in the real estate sector is one that utilizes powerful lead generation to attract traffic to essential tools designed for capturing high-quality leads. By consolidating all your leads in a single hub, you can nurture and convert them effectively, allowing for seamless business management while enhancing client communication to expedite deal closures. Leverage insights from past client market reports and structured follow-up strategies to drive more business opportunities. Tools that capture leads while providing real value to buyers and sellers can significantly increase your pool of interested prospects. Automate the assignment and routing of leads by integrating them from diverse sources into your CRM for streamlined management. With robust activity and behavior tracking, you can nurture leads like never before and send personalized emails that encourage conversions. Everything related to leads, transactions, follow-ups, and ongoing communication can be efficiently managed in one centralized platform, where you can also meticulously track every call, text, or other interactions. Furthermore, Brivity stands ready to serve as your accountability partner, ensuring you stay on track and maximize your potential in the competitive real estate market. This comprehensive approach empowers you to take full control of your business and achieve remarkable results.

Leverage the assets of your database to transform and enhance your business operations significantly. By adopting intelligent strategies, you can attract more leads with less effort while striving to secure new listings effectively. Maintain a presence in the minds of past clients and generate new opportunities by incorporating Fello into your existing marketing initiatives. Fello quickly improves your top-of-funnel approach with an array of tools including widgets, landing pages, and customized dashboards, leading to superior outcomes. Engage consistently with your database through marketing campaigns driven by data that are aimed at reaching the perfect audience with messages that resonate. Our offerings feature automated emails, postcards, and farming techniques that help you organize and expedite leads toward listings seamlessly. With Fello, you can monitor your database's activities in real-time, equipping you with the insights necessary to identify potential sellers more adeptly. Moreover, tools like filterable lists and immediate notifications empower you to boost your sales conversion rates and enhance your revenue streams. Effortlessly incorporate Fello's interactive widgets, conversational forms, and personalized landing pages into your current website for an instant improvement in conversion rates, ensuring that your marketing endeavors achieve the utmost impact. By embracing these cutting-edge tools, you can refine your client engagement and outreach processes, paving the way for your business to thrive in a competitive landscape. The integration of these innovative solutions will not only streamline your operations but also position you for sustained growth and success.

CINC offers a comprehensive platform tailored to empower real estate professionals with lead generation solutions that surpass the industry average for return on investment, coupled with powerful automation features that enable you to establish a strong presence in your market. By leveraging CINC, you can expedite the lead conversion process, free up significant time in your schedule, and stimulate business growth, all supported by the platform's extensive resources. This state-of-the-art system merges advanced technology with established real estate knowledge, granting you the ability to seize opportunities to connect the ideal buyer with their perfect home, thereby boosting your standing in the community. Moreover, CINC’s skilled team manages more than $30 million in yearly advertising focused on platforms like Facebook and Google Ads, helping you effectively grow your database. With precise local targeting, CINC ensures a continuous influx of highly qualified leads to your sales force. In addition, the platform allows you to implement successful retargeting campaigns aimed at engaging visitors who have shown interest in your website, providing another chance to turn potential clients into dedicated customers. This all-encompassing strategy not only improves your operational effectiveness but also lays the groundwork for long-term prosperity in the highly competitive realm of real estate, making it an invaluable tool for your career. Ultimately, CINC equips you with the resources necessary to thrive and adapt in an ever-evolving market environment.

The premier solution for lead generation and relationship management tailored for high-achieving teams and agents has just received a remarkable enhancement. The original Kunversion platform has earned the confidence of over 40,000 real estate experts in the United States and Canada, producing more than 500,000 leads from buyers and sellers monthly. With the launch of Kunversion+, your team can boost their business capabilities like never before! Since its launch in 2011, Kunversion+ has claimed its spot as a leading player in IDX websites, lead generation, and automated follow-up solutions. We have enabled top-tier agents and teams to generate millions of leads while successfully finalizing thousands of transactions. The newest version of Kunversion+ comes equipped with an even broader selection of tools and features aimed at ensuring the success of agents and teams. Kunversion+ features a variety of contemporary responsive themes along with powerful customization capabilities. Offering 99% IDX coverage throughout the USA and Canada allows you to showcase your listings optimally, ensuring that every property stands out. This groundbreaking upgrade is set to revolutionize the way real estate professionals connect with clients and efficiently manage their leads, ultimately leading to enhanced productivity and success in the industry. Embrace the future of real estate with Kunversion+ and watch your business thrive!

CRM automation streamlines operations, saving both time and financial resources. Real Geeks and external lead sources feed directly into a comprehensive CRM platform designed to monitor and cultivate leads throughout the entire sales process. Agents receive instant notifications via SMS and email as soon as new leads are generated. They can filter leads based on various criteria, such as user behavior, saved preferences, location, and pricing. This allows agents to strategically target prospects and engage them effectively. Real-time activity monitoring enables agents to identify active leads who are currently interacting with the website. To further enhance agent engagement, the system automatically searches for leads’ social media profiles online. Agents are promptly alerted and encouraged to follow up with leads that show high levels of engagement. The system also automatically assigns leads based on their geographical area and the source from which they originated. Furthermore, all communications are seamlessly synchronized with the agents' email accounts and integrated into the CRM, ensuring a smooth workflow and consistent communication. This level of automation not only boosts efficiency but also enhances the overall effectiveness of lead management.