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Casanova Brooks
Casanova Brooks

Licensed Agent

7 Best Free Real Estate CRM Software for 2022

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If you are a real estate agent, you know how important it is to have good Customer Relationship Management (CRM) software. However, if you are on a budget, then you may not be able to afford the expensive CRM software out there.

Lucky for you, there are some great free CRM software options available. In this blog post, we will compare 7 of the best free CRM software programs and help you decide which one is right for you.

So, whether you are just starting out in your real estate career or have been doing it for years, read on for the best free real estate CRM software options out there!

1. Bitrix 24 - One of the Best Free Real Estate CRMs

Bitrix 24 is a cloud-based CRM that offers both free and paid plans. One of the most popular CRM software is Bitrix24. Bitrix24 offers a free plan which includes 5GB of storage space.

It’s packed with features that real estate agents will find useful, such as lead tracking, contact management, deal tracking, task management, and project management.

Although it is often thought of as a tool for large businesses, Bitrix24 can be an excellent CRM platform for small projects and teams.

The task management and project management features are simple and effective, while the team communication and collaboration tools are among the best in the industry.

Learning the core features of Bitrix24 is relatively quick and easy, making it an excellent choice for real estate agents.

2. Active Campaign - Great Overall for Real Estate Business

As a real estate agent, you know that creating incredible customer experiences is essential to your success. With ActiveCampaign, you can easily create and automate email marketing campaigns that will engage and delight your clients.

With ActiveCampaign’s powerful CRM tools, you can keep track of your clients’ interactions with your real estate agency and segment them into different lists so you can provide them with the most relevant information.

Plus, ActiveCampaign’s marketing automation features make it easy to create targeted campaigns that deliver results. With this software, you have everything you need to take your customer experiences to the next level. Try this free real estate CRM today!

3. Insightly- Great for Real Estate Professionals

Insightly is one of the best free CRMs on the market. It’s simple to set up and easy to use, making it perfect for small businesses and individual agents. The software offers a wide range of features, including contact management, lead capture, task management, and project tracking.

Insightly also integrates with various third-party applications, making it easy to manage your business data. It also integrates with other tools agents use, such as Google Drive and Gmail. 

With contact management, you can easily keep track of your clients and their contact information.

Lead capture allows you to quickly input new leads into your system. And with task management, you can keep track of everything you need to do, from sending follow-up emails to scheduling showings.

Plus, with project tracking, you can stay on top of all your current listings and make sure they’re selling quickly. So if you’re looking for software that can help you streamline your real estate business, be sure to check out Insightly.

4. Real Office 360 - A Good Real Estate CRM

Real Office 360 is an all-in-one CRM designed specifically for real estate professionals. It gives you the ability to manage your clients, deals, contact management, lead capture, document tracking, transactions, and property information all in one place.

This free real estate CRM software makes it easy to keep track of your business and stay organized. It also includes features such as task management, email integration, and a mobile app. It is a powerful tool that can help you close more deals and grow your business.

Real Office 360 is an all-in-one CRM that is specifically designed for real estate agents.

Customer Relationship

5. FreshWorks - An Easy-to-Use Real Estate CRM Solution

Formerly known as FreshSales, FreshWorks, offers a single source of truth for your business and provides a 360° view of your customer.

This way, you can get a complete picture of who they are, what they’re thinking, and what they’re likely to do next.

One trend that has emerged in recent years is the use of artificial intelligence (AI) to help with lead scoring, phone calls, emails, and activity capture. By using AI to automate these tasks, real estate professionals can free up their time to focus on more important tasks.

In addition, AI-based lead scoring can help improve the accuracy of leads, as it can take into account a wide range of factors that may be difficult for humans to discern. As a result, AI is becoming an increasingly important part of the real estate industry.

Subsequently, Freshworks comes with AI-based lead scoring, phone, email, activity capture, and more. So you can be sure that you always stay one step ahead of your competition.

6. Agile CRM - Great Tool For Automation

Agile CRM is the best, easy, powerful yet affordable Customer Relationship Management (CRM) software with sales and marketing automation for small businesses. It offers a complete suite of CRM and marketing features that helps small businesses and real estate agencies cultivate strong customer relationships, boost sales productivity, and accelerate their growth.

With Agile CRM, businesses can manage their entire customer lifecycle from a single platform with ease. From leads and prospects to customers and partners, Agile CRM has the tools businesses need to nurture every customer relationship.

Additionally, Agile CRM’s robust sales and marketing automation capabilities help businesses close more deals and grow their revenue.

By automating repetitive tasks like email marketing, lead tracking, and appointment scheduling, businesses can free up time to focus on selling. With Agile CRM, small businesses have everything they need to build deeper relationships with their customers and grow their business.

7. IXACT Contact- A real estate specific CRM

IXACT Contact is an amazing program for keeping in touch with your clients and contacts in a strategic way in real estate. It’s not just about staying in touch for the sake of it or “checking in.”

Instead, IXACT Contact helps you to focus your communications, so you can make the most of your time and keep your clients happy. The system keeps track of all your interactions, so you can easily see who you need to follow up with and when.

It also helps you create targeted email and print campaigns to stay top-of-mind with your clients without bombarding them with irrelevant information. Best of all, IXACT Contact makes it easy to maintain relationships with clients even when you’re on the go.

With its mobile app, you can easily access your contact list and add notes after meetings or phone calls. Whether you’re a busy real estate professional or just trying to stay organized, IXACT Contact is the perfect solution.

Is there a completely free CRM with unlimited users?

Yes, there are a few completely free CRM software options on the market. However, many of them have limitations, like how many contacts or leads you can store in the system.

If you’re looking for a good, comprehensive CRM software that’s free to use, we recommend checking out HubSpot Sales or Zoho CRM. They both have a lot of features and are very user-friendly. 

If you need something with more customization options, then take a look at SalesforceIQ or Apttus CLOUD. These two offer more flexibility when it comes to setting up your sales pipeline and managing your contacts. Finally, if you’re on a tight budget, consider using Streak or Batchbook, as they are both very affordable options.

Do real estate agents use CRM?

Business Real Estate

A real estate agent’s success depends on their ability to nurture relationships with clients and potential clients. A CRM, or customer relationship management system, is a tool that can help agents keep track of their interactions with clients and prospects.

A CRM can store contact information, follow-up dates, and notes from phone calls and meetings. It can also be used to send automatic reminders and track the results of marketing campaigns. In short, a CRM can help an agent stay organized and efficient, two essential qualities in the real estate business.

While some agents may try to get by without using a CRM, it is becoming increasingly essential in today’s competitive market. While it is not essential for real estate agents to be experts in CRM, it is important for them to have a basic understanding of how it works. By taking the time to learn about CRM, agents can improve their chances of success in the competitive world of real estate.

How does the best free CRM software for real estate compare to paid options?

When it comes to customer relationship management (CRM) software, real estate professionals have a lot of options to choose from. However, not all CRM software is created equal. Paid options tend to offer more features and support than free software, but they can also be more expensive.

So, how do the free real estate CRMs compare to paid options?

Generally speaking, free CRM software offers fewer features than paid options. However, the best free CRM software for real estate can still be a valuable tool for managing customers and prospects.

Free CRM software often includes basic contact management features, such as the ability to track names, phone numbers, and email addresses. Some free CRM software also includes basic marketing tools, such as email templates and lead capture forms.

While paid CRM software typically offers more robust features, such as automated marketing campaigns and sales pipeline management, free CRM softwares can still be a helpful tool for real estate professionals on a budget.

What features should you look for in a CRM software program for your business needs?

When it comes to choosing the best CRM software for your business, there are a lot of factors to consider. However, by understanding the basics of what CRM software can do for your business, you can make an informed decision about which program is best for you.

Here are some features to look for when choosing a real estate CRM: 

1. Ease of use

The software should be easy to navigate and use. You don’t want to spend time learning how to use the program, you want to be able to jump in and start using it right away. You need to find a CRM that is both easy to use and has all the features that you need in order to make your work easier.

The best way to evaluate a CRM software is by trying it out yourself to see how easy it is to use and if it has all the features you are looking for. There are many free trials available for CRM software, so make sure to take advantage of them before making your final decision.

2. Customizable

A CRM should be able to adapt to the specific needs of your business rather than forcing you to change your processes to fit the software. There are a few different ways to evaluate the customizability of a CRM before making a purchase. First, look at the customization options that are available out of the box.

Does the software allow you to tailor fields, workflows, and reports to match your unique business needs?

If not, it may not be the right fit. Second, ask about the vendor’s ability to provide custom development services. If they cannot make changes to the software to meet your needs, it’s likely not worth investing in.

Finally, check out online reviews and user forums to see what other users have to say about the software’s customizability. By taking the time to do your research upfront, you can be sure that you’re investing in a CRM that will be able to grow with your business.

3. Robust reporting capabilities

The software should have robust reporting capabilities so that you can track and analyze your data.

Here are a few things to look for when evaluating the reporting capabilities of a CRM:

  • Make sure the CRM can track all of the data that you need. This includes property information, customer contact information, and sales data.
  • Look for a CRM with customizable reports. This will allow you to create reports tailored to your specific needs.
  • Choose a CRM that offers flexibility in terms of how reports can be generated. For example, some CRMs allow you to generate reports in real-time, while others may require you to schedule report generation in advance.
  • Ask about the level of customer support offered by the CRM provider. This is especially important if you’re not familiar with using CRMs.

Take the time to evaluate the reporting capabilities of a CRM before purchasing it, so you can ensure you’re choosing a tool that will meet your specific needs.

4. Integration with other programs

The software should integrate with other programs that you use, such as your email marketing program or accounting software. It’s important to ensure that the CRM system you select will integrate seamlessly with other programs you’re using.

Otherwise, you could end up wasting time and money on a system that’s difficult to use or doesn’t provide the features you need.

Free Real Estate CRM

Here are a few key things to look for when evaluating the integration capabilities of a CRM system:

  • Does the system offer an API? This will allow you to easily connect it to other programs you’re using.
  • Are there pre-built integrations available for popular programs? This could save you time and effort when setting up your CRM system.
  • Does the vendor offer support for custom integrations? If you need to connect to a less common program, it’s important to ensure that the vendor can provide assistance.

By keeping these factors in mind, you can ensure that you select a CRM system that will integrate seamlessly with the other programs you’re using in your real estate business.

5. Excellent customer service

Look for a company that is responsive to your needs and provides helpful resources, such as online tutorials and live support. With the right CRM in place, you’ll be able to provide the high level of service that your clients expect and deserve.

6. Marketing Automation Tools

CRMs come with various features, but some of the most popular and useful for real estate agents are automatic email drip campaigns, contact management, and lead capture forms. Automatic email drip campaigns allow agents to set up a series of automated emails that go out to their contacts on a schedule.

For example, an agent might set up an email drip campaign to send a series of welcome emails to new leads. Contact management features help agents keep track of their contacts’ information in one place.

This can be helpful when trying to remember important details about a client or follow up on a past conversation. Lead capture forms are another great tool for real estate agents. These forms can be used to collect lead information from potential clients who visit an agent’s website.

All of these tools can be extremely helpful for real estate agents who want to stay organized and nurture their leads. So make sure your CRM has at least a few of these features described above.

How much can you save by using free CRM software for real estate instead of a paid option?

Customer Support

According to The Close, the top real estate agents spend $350 to $400/month on CRM software. However, with the myriad of free real estate CRM software options available, there is no reason to pay such a high price. 

The best free CRM software for real estate offers all of the features of a paid CRM, including contact management, task lists, appointment scheduling, and automatic email drips. In addition, many free CRMs offer robust lead generation and marketing tools to help you close more deals. 

You can easily save hundreds of dollars per year by using a free CRM. As a result, free CRM software is a great option for real estate agents looking to save money.

Conclusion

There you have it! These are 7 of the best free real estate CRM software programs for real estate professionals in 2022. These programs offer a wide range of features and benefits, and they can save you a lot of money in the process. Choose the perfect CRM software for your business today and start reaping the benefits!

casanovabrooksCasanova Brooks is a real estate entrepreneur. With a background as a licensed realtor at Berkshire Hathaway and currently serving as a Change Agent at eXp Realty, Casanova brings a wealth of expertise and experience to the table. Beyond real estate transactions, Casanova is a seasoned motivational speaker, author, and podcast host. His book, “Real Estate: Play the Game Like the Winners,” reflects his commitment to sharing insights and strategies for success in the ever-evolving world of real estate. Join him on his journey as he continues to make waves in the world of real estate and beyond.

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