Which CRM do you Swear by?

Question

We’re currently building out our CRM

Real estate is a relationship business and follow-up is everything.

Your memory isn't built for scale.

That’s where a CRM (Customer Relationship Management) system comes in:
1) Tracks every interaction
2) Keeps follow-ups from falling through the cracks
3) Automates reminders, emails, and tasks
4) Helps your entire team stay on the same page

We’ve been building out pipelines in HubSpot for:

- Investor leads

- Land acquisitions

- Homebuyer journeys

It will help us stay more consistent, clear, and scalable.

Our future self will thank us.

What CRM are you using?

Richard Majkrzak · Answer

Zoho software is an underrated value for small businesses in my opinion. Most of their apps offer a full-featured trial and a free forever tier, making it easy to explore the value.

As a solopreneur, I subscribe to the Zoho One suite for around $45/month, which gives me access to nearly all their apps—including CRM, Mail, Sites (website hosting), Sign (eSignatures), and Bookings (scheduling).

The native integration between tools is nice—for example, you can create an estimate in CRM, auto-fill a quote template through Sign, and send it for signature with just a few clicks.

Petar Stojanovski · Answer

I’ve tried a few CRMs over the years, but I’ve stuck with Pipeline CRM. It’s built for small teams and keeps things simple without sacrificing the features that actually matter day-to-day. I really like how visual the pipeline view is, it gives a clear picture of where every deal stands without having to dig through menus.

It’s also easy to onboard new people, which is huge if you’re working with assistants or coordinators like we do. Everything from contact tracking to task reminders feels pretty intuitive. You can set up custom stages based on your own process.

Another thing that’s been useful - we can track communication history. Email sync helps keep everyone in the loop and we don't need to constantly forward stuff or CC the whole team.

It might not have all the bells and whistles of some of the more complex CRMs, but that’s actually what makes it work for me. I spend more time moving deals forward and less time managing software. I'd say this CRM would be a good choice if your process is relationship-based and involves lots of follow-up.

Sam Abraham · Answer

I'm a big fan of a monday.com as a CRM. They have a CRM product but you can also build a great CRM using the work management product. Using Make.com (sometimes Zapier as well), I integrate other apps like Docusign, for example, to pre-fill and send contracts with the click of a button. I'm happy to show you how I set it up if you'd like.

Devin James · Answer

We've decided to work with ZOHO - such a good system. Thank you!

Chris Seveney · Answer

Right now we are using go high level and it does everything we need it to do for $300/mo

Devin James · Answer

Never heard of it, ill take a look, thanks!

Which CRM do you Swear by?

Which CRM do you Swear by?

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