Top rated CRM's for commercial real estate agents.

Real Estate Agent · Kansas City, MO · Member since 2019 · 10 posts · 2 votes

Hello all,

I am reaching out to see if anyone has any recommendations for CRMs when it comes to a smaller commercial real estate brokerage. There are only a couple of us, however, we have a large list of clientele. Something that tracks when you most previously followed up. Maybe something that has tabs for sellers, buyers, vacancies, all that good stuff. Something that is, of course, user friendly. I want to be clear, we DO NOT need property management software.

Your input is greatly appreciated.

These are the top three that I've been looking into:
- Monday.com
- Pipedrive
- Freshsales

Thank you!

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Mark Shaver

Specialist · Boston, MA · Member since 2020 · 125 posts · 40 votes

CRM's choice is highly dependent on how you plan to use it. I have prepared a small list of CRM that meet the needs of real estate specialists.

PipeDrive is classical CRM who is aimed at sales. It is one of the most popular and focused on small businesses.

FreshSales CRM. It has good built-in telephony. There is a free tariff plan with quite good functions.

Nimble CRM, it's a social CRM. It friends with social networks (Facebook, Twitter) and Office 365 and G Suite Teams.

Act CRM. It's a CRM for marketing automation.

Citrix Podio. Many real estate investors also use it. Podio is a project management system. Podio has some CRM functionality.

Your choice was Monday.com. It is not CRM for work with clients. This is a system for work with working processes. Reviews at g2.com.

If you tell a little more about how you plan to use CRM, I will be able to give to you more exact advice.

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Joel OwensBusiness Member
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Real Estate Broker · Canton, GA · Member since 2010 · 15k+ posts · 11k+ votes
6y
That's tough. I use client look right now but doesn't really do what I want. RCM1 has deal room functions. I looked at building my own but it's not just the cost but the upkeep and the hassle factor involved with it.
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Mark Shaver
Specialist · Boston, MA · Member since 2020 · 125 posts · 40 votes
6y
CRM's choice is highly dependent on how you plan to use it. I have prepared a small list of CRM that meet the needs of real estate specialists.

PipeDrive is classical CRM who is aimed at sales. It is one of the most popular and focused on small businesses.

FreshSales CRM. It has good built-in telephony. There is a free tariff plan with quite good functions.

Nimble CRM, it's a social CRM. It friends with social networks (Facebook, Twitter) and Office 365 and G Suite Teams.

Act CRM. It's a CRM for marketing automation.

Citrix Podio. Many real estate investors also use it. Podio is a project management system. Podio has some CRM functionality.
Your choice was Monday.com. It is not CRM for work with clients. This is a system for work with working processes. Reviews at g2.com.
If you tell a little more about how you plan to use CRM, I will be able to give to you more exact advice.
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Patrick Jackson
Investor · Orlando, FL · Member since 2015 · 301 posts · 99 votes
6y
@Parker Maher my Podio design is very customized to handle leads as the come in, followup schedules direct to the calendar, opportunity evaluation and offer assembly, communication with the buyers, flip the switch and take the entire project to rehab project management where you can solidify repair costs, send request for bids, receive the bids and award the work, track expenses both material and labor. I can go on and on. The sky’s the limit because I designed it based on investor needs. There is no other like it and I love it.
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Parker Maher
OP
Real Estate Agent · Kansas City, MO · Member since 2019 · 10 posts · 2 votes
6y
Patrick, Mark, and Joel, thank you all for your responses - your knowledge is greatly appreciated! I'm continuing to research and watch education videos on some of your recommendations. I've been back and forth with my team on what exact specifics we're looking for. So Mark, I'm trying to figure out exactly how we're going to use it. I'm an organization nerd so I'm trying to condense all deals into 1 program enabling us to track communication, who is involved in it, things along those lines. Might need to see it to know what we're looking for.

Cool, thanks!
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