Good CRM realtor software for lead tracking?

Real Estate Investor Marketing Help & Advice 19 Replies

I'm looking for a good system to track our realty leads: both buyers and sellers. I need something that will put them into a follow up with tasks that will email, Send letters, tasks to call lead,, etc. i'm looking for a user friendly system. I just started top producer today and i'm not very happy with it. It's very complicated.

Any suggestions? Thanks!

Medium fbprofileJoshua Dorkin, BiggerPockets | | Podcast Guest on Show #100

@Joshua Dorkin Thanks Joshua. I don't think these systems will work. I need an online system as well as something I can assign my team members on tasks for follow up. It going to be a system that a team of realtors would use to track their leads and closings. It looks like the top producer site isn't going to work for us. I am using InfusionSoft right now and that is very complicated. I use Short Sale Commander to process my short sales and it is very user friendly. I'm looking for something similar to that that has a CRM built in.

It's not realtor specific but I like highrise. Pretty simple to use and there are tons of other SaaS products that can integrate with it.

I spoke to the president of short sale commander today and they are switching to realty commander. They are going to implement a crm with the software. It will be released in a few months. I'm very happy with short sale commander and can't wait for the upgrade. Its very user friendly.

I know this is a change of subject, but this group seems to be experienced in marketing, so... When it comes to marketing do you do both email marketing campaigns AND direct mail, or strictly direct mail. Why?

We relocated to a new area, having come from a smaller city where we were very well established, but was hit extremely hard by the crash. We now need to start finding investors/buyers for projects we are planning. We mostly develop new (SFR, and small commercial office condo projects which are sold to owner/users or investors (we handle lease up for investors if necessary).

I'm just curious with your experience, which marketing has been most effective for you. You are marketing to property owners, we need to market to investors/buyers, however results should be comparable for both. Plus any other input is appreciated!

Medium house plansKaren Margrave, Parlay Investments | [email protected] | | CA Contractor # 680782

We do direct mail marketing. If we get a lead in and they aren't motivated to sell we stay in contact with them by email, mail, and phone call follow ups. Once they call they will usually give out their email.

@Monica Breckenridge there is a company that I think has what your looking for. They are called I have never tried them before, but I have heard good things. If you decide to try it out, let me know what you think.

Have you looked at any of the following:

SugarCRM -
Zoho CRM -
REthink Residential Real Estate CRM -

I would be interested in what you think.

For the price, I have found that RealtyJuggler has met my needs.

Salesforce has been really good for us.

@Monica Breckenridge Despite my previous reply, I would look into FBFlow/ Open Road. It is seriously amazing software. You get a one month free trial. If you do try it let me know how you like it, but it sounds like exactly what you are looking for.

I really enjoy SalesForce. They have a lot of plugins & addon programs that help, and you can easily track leads, assign tasks, & have a history of your contact information.

Check them out @

Hi Monica,
I hope you find the system you are looking for, there so many different types of crm systems out there.

@Monica Breckenridge Did you find a new software? Are you using the software to produce your direct mail as well? I've been looking for a cloud based program that can do something similar (manage direct mail campaign/crm/organization) and haven't found anything that is reasonably priced.

Medium open letter marketing logoJustin Silverio, Open Letter Marketing LLC | [email protected] | (978) 269‑0245 | | Podcast Guest on Show #194

@Monica Breckenridge

I'm going to tell you something that a lot of people may start throwing things at me for. But I would tell you to do exactly what you are doing in researching "canned" crm applications. But I would also tell you, that I crms are pretty lousy in general, and it seems that even the most popular applications fall short for many people most of the time.

If I were in your shoes, I would definatly make myself aware of what was out there, and then ask myself if the cost was worth learning to "play in someone else's playground".

Then I would tell you to explore the possibility of developing your own. To some this is a daunting task. But there are many nerds out there, who develop custom crm apps every day. I've designed my own apps using programs like filemaker (before you laugh at that, remember companies like walmart and itunes are using filemaker).

But seriously. Wouldn't it be nice having a crm that did things the way you do things, that costs less, and doesn't require you to jump through a bunch of hoops?

Zoho CRM seems to have the most features for the best price. I have used it for a couple years and it can basically automate every part of the sales process.

Regardless, CRM systems are complicated by their very nature - so expect somewhat of a learning curve. Either spend the time learning how to make the most of it or hire an IT person to setup and manage it.

There is many real estate CRM software available in a market. I think Propertybase, Bitrix24 and DaeBuild. This three CRM is best for any real estate agents. If you want to check best real estate CRM software at They provide software comparison, demo, price quotes, features and more.

Free eBook from BiggerPockets!

Ultimate Beginner's Guide Book Cover

Join BiggerPockets and get The Ultimate Beginner's Guide to Real Estate Investing for FREE - read by more than 100,000 people - AND get exclusive real estate investing tips, tricks and techniques delivered straight to your inbox twice weekly!

  • Actionable advice for getting started,
  • Discover the 10 Most Lucrative Real Estate Niches,
  • Learn how to get started with or without money,
  • Explore Real-Life Strategies for Building Wealth,
  • And a LOT more.

Lock We hate spam just as much as you