Top 4 Real Estate CRM Software Overview in 2021: Which Software Wins The Race
 

According to a Deloitte report, only 1/3 of real estate agents agree that they have the resources and skills required to operate a digitally transformed business. What about the others? No worries, in this post we’ll review the best CRM for real estate agents to make a more informed step towards technology revolution in your organization.

1. AscendixRE

**Year of Foundation:** 1996

**Yearly Revenue:** $23.5 Million

**Headquarters:** Dallas, TX

**Average Rating**: 4.6/5 (According to G2 and AppExchange)

**Deployment:** Web-Based, Cloud, SaaS, iOS, Android

**Training:** In-Person, Live Online, Webinars, Documentation

**Support:** Business Hours, Online

**Languages Supported:** English

**Free Trial:** Yes (30 Days)

AscendixRE Pricing payment offerings start at **$49 user/month for xRE Foundations** plan (with no user minimum, billed annually).

For $49 user/mo you get:

* Salesforce License
* Account, Contact, Inquiry, and Deal Management
* Properties, Listing, Lease, Sales, Availabilities, Preference Tracking
* Multi-Family Functionality
* Property Image / Photo Support
* Prospective Properties/Investors Related to Deal
* Prebuilt CRE Fields
* Custom Fields
* Outlook &amp; Gmail Integration
* iOS, Android App
* Dashboards and Reports
* Data Deduplication
* Workflow/Process Automation
* Transaction Management
* Property Alerts

With **xRE Enterprise plan for $79 user/mo** you will have:

Ascendix Search **(advanced Salesforce search tool designed for realtors) features like:**

* Easy and Fast Filtration and Search of Data
* Simple Creation of Salesforce Related Lists
* Bulk Update and Mass Edit of Any Objects
* Ability to Add Multiple Notes, Schedule Calls, and Events as well as Send Mass Emails.
* Records Export from Salesforce to Excel
* Straightforward Data Search and Analysis Using Charts and Maps
* Effortless Reports Generation to Send Them via Email.
* Tailor-Made List Views for Each User.
* Placing of a Salesforce List to Map.
* Automated generation of a Call List.
* Quick Creation of Activity Reports and Forecast Future Tasks.

Ascendix Composer **(real estate report &amp; property tours generation tool) functionality like:**

* In-built Report Templates to Build the Reports or Brochures
* Unsophisticated Generation of Branded Commercial Real Estate Flyers, Property Profile Reports, Brochures, and Lease Comp Reports
* Ready-to-Send Reports and Brochures Directly from your CRM or Ready-to-Download in Various Formats

**And additional perks of the listed best real estate CRM like:**

* **Concierge Service**
* Up to 15 Custom Objects
* Stacking Plans
* Real Estate Commission Calculations

**xRE Unlimited Plan for $99 user/month** allows to leverage the following additional features, unavailable in the previous two plans:

* Virtual Deal Rooms / Collaboration Rooms via MarketSpace Tool for Advanced Marketing of Property Listings &amp; Deal Rooms
* Public Listing Portal
* Automated Lead Capture

**Key Clients:** JLL, Colliers International, CRESA, Savills Ireland, SLG, Sherman Bridge, New Western, Source Minerals, Stiles, SAB Capital, Calson Properties, Hanna Commercial

**AscendixRE** **Key Features:**

* Contact &amp; Account Management
* Prospecting Tools
* Email Marketing
* Mass Records Update &amp; Editing
* Lead Management
* Calendar &amp; Contact Sync
* Dashboards &amp; Reporting
* Data Deduplication
* Data Management
* Custom Fields
* Bulk Emailing &amp; Campaign Management
* Third-Party Integrations
* Lead Management, Distribution &amp; Segmentation
* Enhanced Drip Campaigns
* Customizable Property Listing Portal
* Map Search
* Branded Report &amp; Flyer Generation Tool
* Centralized Data Storage
* Secure Virtual Collaboration &amp; Deal Rooms
* Automated Workflows/Processes
* Property Alerts
* Property Listing Management

**AscendixRE** is a commercial real estate CRM for managing your properties, leases, listings, deals, contacts, accounts, activities in one place and from anywhere.

It is the only real estate CRM software available on both Salesforce.com and Microsoft Dynamics 365 and is designed specifically for brokerages to automate deal flow, simplify property, contact, and account search &amp; reporting experience, augment report generation and distribution.

AscendixRE is a unique collaboration tool offering secure virtual Collaboration and Deal Rooms for signing NDAs and contracts, protected information, documents, and data sharing, and centralized data management and communication with your stakeholders, clients, partners, and investors.

What also makes AscendixRE CRM stand out from other top real estates CRM software on the market, is that it blends 15-year experience in real estate space with unlimited customization capabilities of SaaS moguls like Salesforce and Microsoft Dynamics.

Due to this, the company can offer a top-notch product that can be scaled to any organization size and grow together with your company, without disrupting the original version and guarantee your data protection with well-known high-security standards of Salesforce and Microsoft platforms.

Also, unlike other fit-for-all-size CRM systems, the platform comes with already in-built features for brokers, so you don’t have to pay extra to calibrate it for real estate needs, so you can start using it from day one!

However, to make sure you are totally familiar with all features of this real estate CRM, AscendixRE plans include 2 hours of consulting and interactive training (within 30 days of signing up) that is already available in **xRE Foundations**.

And with **xRE Enterprise** and **xRE Unlimited** plans, you can get 30-day access to the client adoption team to personalize training, business scenarios, best practices, data prep consulting, minimal configurations like field add/removal and form layout.

All three plans offer an opportunity to import accounts and contacts using original data template mapping.

What’s more, CRM support service for **xRE Foundations** includes Self-serviced Help Center and Email Support, whereas, **xRE Enterprise** and **xRE Unlimited** plans have multi-channel help services that besides options available in the basic plan, involve Phone Support and Concierge Service.

**Take a look at the video demo of complete AscendixRE features:** 

**AscendixRE Pros:** 

* Lots of functionality for any commercial real estate need
* The customizability of CRM for real estate agents
* The depth of their team and years of experience
* Good post-launch support

**AscendixRE Cons:** 

* Takes a lot of investment of time to learn
* Not very easy to use the tools

#  2. Pipedrive

**Year of Foundation:** 2010

**Yearly Revenue:** $126 Million

**Headquarters:** New York City, NY

**Average Rating:** 4.4/5 (According to Capterra and G2)

**Deployment:** Web-Based, Cloud, SaaS Platform, iOS/Android -friendly

**Training:** Webinars, Documentation

**Support:** 24/7 Live Rep and Online

**Languages Supported:** German, English, Estonian, French, Italian, Norwegian, Polish, Portuguese, Russian, Spanish

**Free Trial:** Yes (a 14-day free trial is available for the Essential, Advanced, and Professional plans)

**Pipedrive Pricing**\*\*:\*\* Pipedrive offers agile pricing options starting at $12.50 per user per month for **an Essential Plan** that offers you:

* Custom pipeline and stages
* Custom fields
* Activities and calendar view
* BCC email inbox
* Customizable dashboard
* User and company goal setting

It is followed by **an Advanced plan** at $24.90 per user per month that has:

* Real-time matching inboxes
* Email opens and clicks
* Email and task automation templates
* Custom email and task automation
* Identify important fields
* One-click data enrichment
* Custom user and admin permissions

**Professional plan** ($49.90 a user/ month) enables the following additional features:

* Email distribution lists
* One-click calls and call tracking
* Limitless meeting scheduling
* Multiple dashboards
* Revenue forecasting
* Team management tools
* Sales Manager App
* Contact and deal visibility settings
* Custom user, admin, and manager permissions

**Enterprise plan** for $99 per user/per month provides clients with:

* Dedicated account manager
* Managed set-up and ongoing support
* Extra customization to suit your business
* Enhanced security to protect revenue and data
* More user permissions to control what users see and do

These prices are stated if you choose to be billed annually, and if you want to be billed monthly, the prices will be a bit higher. So, the picture looks more like this:

* The Essential plan is $12.50 per user/per month billed annually ($15 if billed monthly)
* The Advanced plan is $24.90 per user/per month billed annually, ($29 if billed monthly)
* The Professional plan is $49.90 per user/per month billed annually, ($59 if billed monthly)
* The Enterprise plan remains the same, and it is $99 per user/per month, billed only annually.

**Key Clients:** Amazon, TNW, Festo, RE-Max, Skyscanner, Vimeo

**Pipedrive Key Features:**

* Leads and deals management
* Key metrics tracking and reports
* Emails, calls, and contact history tracking
* Privacy and security management
* Contact database &amp; Import/Export
* Interaction Tracking
* Prospecting Tool
* Shared Contacts
* Sales Pipeline Management
* Lead Capture, Segmentation, Scoring &amp; Nurturing
* Multi-Channel Communication Management
* Live Chat
* Reporting, Dashboard &amp; Analytics

**Pipedrive Pros:** 

* Versatile integration with third-party tools
* The simplistic UI and customizability of the CRM system
* Easiness in entering leads and moving them through various stages

**Pipedrive Cons:** 

* The very simple features in the CRM are blocked off from the lowest price plan
* Limited automation features
* Inability to send one email to multiple contacts
* Freezing when processing large volumes of data
* Absence of built-in marketing and contract management tools
* Limited API and setting up with other tools.

&amp;#x200B;

### 3. Follow Up Boss

 **Year of Foundation:** 2011

**Yearly Revenue**: $3.8 Million

**Headquarters:** San Francisco, CA

**Average Rating:** 4.4/5 (According to Capterra and G2)

**Deployment:** Web-based, Cloud SaaS, iOS/ Android

**Training:** Live Online, Webinars, Documentation

**Support:** Business Hours, Online

**Languages Supported:** English

**Free Trial: (Yes)** 14 Days

 

Follow Up  Boss Pricing**:** Plans start at **$69/user per month for Grow Plan** with 2 months of Free Trial, if paid annually, the price reduction can go up to **$57 per user/per month**. With this plan you can get:

* All basic CRM Features
* Company Number
* Two Way Texting
* Mass Emailing
* Email Open and Click Rate Tracking
* Collaborators
* Website Tracking
* Optional Calling for $39/user

With **Pro Plan for $499/ month for up to 10 users (or $82 per user/per month** billed annually, and **$99 per user/per month if billed monthly**) you will also receive a two-month Free Trial and core features of Grow Plan plus:

* CRM Migration Service
* Phone Number and Dialer
* Call Lists and One-Click Calling
* Call Recording and Reporting
* Inbound Calls and Shared Inboxes
* Leaderboard
* Priority Support and Strategy Calls

**Platform Plan will cost you $1,000 for up to 30 users per month** if billed monthly and **$833 if billed annually**, this option compliments Pro Plan with:

* Priority Support
* Dedicated Success Manager
* Integration Services
* Complete Call Integration
* API Access and Support

 **Key Clients:** The Graham Seeby Group Residential Realty, The Agency Texas Residential Real Estate, DLP Realty, Kris Lindahl Real Estate, Robert Slack, The Robert Dekanski Team 

 

**Follow Up Boss Key Features:**

* Manual Adding and Assigning Leads and Clients
* Automated Leads Import
* Round Robin, First to Claim, Advanced Leads Distribution
* Lead and Activity Notifications
* Collaboration with Lenders on Leads and Clients
* Automated Drip Engagement Emails (Action Plan)
* Email &amp; Text Templates
* Calendar &amp; Appointments Management
* Company Number for Texting/Receiving Calls
* Instant Text
* Daily Hotsheet
* Batch Emailing, Email Open &amp; Click Tracking
* Deal Tracking &amp;  Lead Source, Agent Activity Reporting
* Phone &amp; Email Support
* Action Plan Sharing Library
* Database Migration
* Automated Task Assignment (Action Plans)
* Mentions Tracking
* Automatic Call Logging
* Individual Agent Number for Calls and Texts
* Call Transferring, Recordings, and Reporting
* Shared Inboxes/Ring Groups
* Training on Importing Contacts from Any CRM and Syncing Lead Sources, Private Team Training, Training for New Team Members
* Integration with IDX Website, Mailchimp, Zapier, Gmail and Google Apps, Facebook Lead Ads, etc.

Follow Up Boss is also on the list of the best CRMs for real estate which top features include inbound and outbound call management, auto-send for emails, and automated text messaging.

Being a collaboration-oriented CRM solution, Follow Up Boss allows managing all of your channels in one place due to a seamless user experience. This real estate CRM provider claims the capability to integrate with some of the 200+ lead providers like Zillow, Ylopo, and Realtor.com and two-way sync with Gmail and Office 365, and Google Calendar sync.

The most significant features of this real estate CRM software are the automation of drip engagement, lead nurturing, two-way text messaging, and email logging tools, batch emailing, call recording, email open and click tracking, appointment management, lead source reporting, and many others.

Moreover, IDX integration allows Follow Up Boss users to monitor user website activity, for example, which properties they viewed, how many properties they viewed, their price point for better leads segmentation.

However, users find it difficult to create custom automation, and that some of the third-party integrations can be clunky.

 **Follow Up Boss Pros:**

* Good for keeping in contact with potential clients, keeping track of where they are in the sales pipeline, and keeping you in sync with scheduled meetings or calls
* Constant updates and feature improvements
* Good for tracking down new leads

**Follow Up Boss Cons:**

* There is a steep learning curve and some of the features are not logical
* The mobile app is not very user friendly
* There are not as many features as in other client management software

 

### 4. RealtyJuggler

 

**Year of Foundation:** 2003

**Yearly Revenue:** $8.9 Million

**Headquarters:** Windsor, CO

**Average Rating:** 4.3/ 5 (According to Capterra and G2)

**Deployment:** Web-Based, Cloud, SaaS

**Training:** Live Online, Webinars, Documentation

**Support:** Business Hours

**Languages Supported:** English, Spanish

**Free Trial:** Yes (90 Days)

**RealtyJuggler Pricing:** $179/year

**Key Clients:** IREI Corp. RE/MAX,  Coldwell Banker Bellville Realty, Weichert Realty

 

**RealtyJuggler Key Features:**

* Contact &amp; Account Management
* Listing Management
* Lead Management
* Opportunity &amp; Pipeline Management
* Email Marketing
* Dashboards
* Task/Activity Management
* Transaction Management
* Referral Tracking
* Prospects Tracking &amp; Follow Up
* Lead Import from Contact Me Forms, from MLS, Tax Records, and IDX Portals
* Contact &amp; Appointments Import
* Document Management
* Email &amp; E-Card Library
* Activity Plans/Task Plans
* Flyer Generation Tool
* Automatic Reminders for Birthdays, Closing Anniversaries, and Deadlines
* Rental Management
* Commission Calculation &amp; Tracking
* Two-Way Text Massaging
* Online Feedback Forms
* Email and SMS Notifications
* Voice and Text Messaging Call Capture

RealtyJuggler is a real estate CRM aimed at on simplicity of building daily to-do lists for agents based on CRM data, lead qualification, and automation of email campaigns.

This real estate CRM software offers Deals tracking, arranging drip campaigns, generating flyers, calculating and tracking real estate commissions, and much more.

This CRM tool can be synchronized with Microsoft Outlook, Google Gmail services, and email automation tools like MailChimp. It also helps you build daily call lists, and schedule follow-up calls, import contacts, and appointments as well as leads from MLS sites like Zillow, tax records, and lead services.

RealtyJuggler is a relatively inexpensive solution for real estate agents and can be a better choice for smaller teams and there are also video tutorials available (like the one below) for every product feature.

 

**RealtyJuggler Pros:**

* The lengthy free trial
* Good customer support
* This CRM for real estate agents is easy to use
* Synchronization with Gmail contacts

 

**RealtyJuggler Cons:**

* This real estate CRM software doesn’t integrate easily or even at all with other software
* It doesn’t have enough features for drip campaigns

 For more detailed overview, please reach out to me in comments.
[{"id": "gy3auxr", "text": "For the Gmail users, Streak is my favorite.", "replies": [], "depth": 1}, {"id": "gy3uje8", "text": "We are in the process of switching over to AscendixRE right now. We were using client look and vts, but Ascendix does both of their jobs.", "replies": [{"id": "gy43ziq", "text": "Interesting fact, and what was the deciding factor of switching to AscendixRE instead of other commercial real estate specific software?", "replies": [{"id": "gy44o3x", "text": "The main thing was the features. Ascendix, if used properly, has so much power. Like your pro/con said though I do think it will take a lot of time to get the best bang for your buck.", "replies": [{"id": "gy4591v", "text": "Thanks for the insight!", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gy903ub", "text": "I can only speak for Ascendix as I just left their service. We talked at length about where they needed to improve and they were very grateful and actually listened. The support is very low level, so they can only help with the most basic inquiries, if they don\u2019t know, they just ignore you. \n\nThe flow is also broken, you need plugins and 3rd party resources to integrate everything. There is functionality that does not work. \n\nAt the end of the day, it created more work as opposed to saving time. It added tremendous time to my day. \n\nI used Follow-up-boss briefly before owning my own firm. At the time it was basically for organizing leads, but the integrations were powerful. If Ascendix and FUB combined forces, Viola. FUB is highly automated and saves time. I did tell development at Ascendix about them. \n\nAt the end of the day, Ascendix is a very robust system, but it\u2019s just not there yet. It\u2019s very customizable, but not intuitive. Don\u2019t pay for the marketing portion because it\u2019s garbage. You pay for it and the basic services that come with it suck so bad that you have to pay $$$ to have them craft for you. \n\nI ended up going to a platform that is not CRE based at all. I don\u2019t need the Properties and all that crap in there. It\u2019s redundant. The information on them constantly changes and it\u2019s just as easy to pop the address into GIS or CoStar. I\u2019m perplexed as to why people waste their time doing this. But it sure is a big selling point for CRMs. The one I\u2019m using now actually allows you to access code and really configure it to your exact needs. Implementation is a bear, but it\u2019s worth it. I can\u2019t believe everything it does. \n\nAnother factor is ease of use, and being intuitive. As a brokerage owner, I need something that the brokers will actually use, and that they\u2019ll mostly be able to figure out on their own. Ascendix is not that. They never used it even though we have an assistant to do all their data entry etc. \n\nI\u2019m used ClientLook for a year. It was OK, but again, a little week. Same issue on integrations, but I liked the flow a lot better. There are just a lot of steps to rely on the brokers to remember when relation contacts/properties/deals etc. it\u2019s not bad though. \n\nAnd that\u2019s my over babbling $0.02", "replies": [{"id": "gyavkr0", "text": "Good point, have you used basic AscendixRe plan or together with other solutions like Ascendix Search or Composer?", "replies": [{"id": "gyohivc", "text": "I used search and composer with basic for the first year and canceled the 2nd. Nothing integrates, not Ascendix\u2019s fault, but lets say costar. A big selling point is the property search in Ascendix, but this is useless, redundant, and time consuming. Property information changes regularly and the record will be outdated almost immediately. All people really need is an address to link to a contact and deal. The remaining details will be in whatever database they are using. Composer is trash, sorry you work there, but unless you want to pay for something custom, what comes with composer is not usable and definitely does not hold up to others. All search and composer do is add yet even more time to your day. \n\nThe software companies have brokers convinced they need a search built into our CRM. Why? It\u2019s extra work. CoStar will never integrate, the manually keyed data will be outdated quickly, now we\u2019re expected to go through every property and maintain? When we already have up to date records on ESRI, CoStar, and any GIS.", "replies": [{"id": "gyopzgn", "text": "Thank you for your honest feedback. However, of course, it's really disappointing that haven't found any value for your brokerage.\n\nYes, the weak point of AscendixRE that it can't be integrated with MLS yet and Ascendix Search can be helpful if your CRM has great massives of data and may not be the best fit for small firms.\n\nBut we always listen to our clients' needs and try to keep up with market demands.\n\nSo, it's fairly possible that soon newly added features that we constantly keep adding to the system, will suit your vision of the best CRM for real estate.", "replies": [{"id": "gyvh4w3", "text": "Well, MLS won\u2019t do CRE any good. At least not my market as it\u2019s a residential only platform. The only commercial listings are listings that irresponsible/greedy residential agents took. They are only marketing to other residential brokers \ud83e\udd26\u200d\u2640\ufe0f\n\nI did speak with J.D. (don\u2019t want to put his full name) but he was great and really heard my concerns. I have no doubt the software will improve. It\u2019s just not where I need it yet.", "replies": [{"id": "gyx0qgl", "text": "Got it, thank you!", "replies": [], "depth": 6}], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}, {"id": "gyfcqon", "text": "Anyway, thank you for the feedback. It's really helpful and detailed to consider for the further service/product improvement.", "replies": [], "depth": 2}, {"id": "hidgj62", "text": "I\u2019m curious what platform you are using now", "replies": [{"id": "hjvac6p", "text": "Right now I'm using Zoho. It is of course not perfect and I'm still converting and trying to get everything figured out. The customer service is absolutely terrible, so you are on your own if you get it. But, the functionality is really great. It's customizable to the extent of being able to program macros, widgets, and even some access to back end coding. I'm just at the tip of my tinkering, but I think I've found a CRM that I'll use. Time will tell, I ask a lot ha!", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gydx1om", "text": "Is there any software that has skiptracing included in the subscription? I\u2019m looking at reonomy and Prospectnow. Anything else? Or any thoughts on the 2?", "replies": [{"id": "gyjfy2b", "text": "Unfortunately, during my research I didn't run into any of the above-mentioned solutions. But, if I have a chance, I'll look for similar options for my next research.", "replies": [], "depth": 2}, {"id": "hidgle8", "text": "I use PropertyRadar and like it. It seems to be the cheapest of the options", "replies": [], "depth": 2}], "depth": 1}, {"id": "gyi1i1t", "text": "i don\u2019t think i\u2019d include most of these in my top 4. lol. worth the scan through though", "replies": [{"id": "gyjg1eo", "text": "What will be your top solutions then? Or the ones that you've used or are currently using?", "replies": [{"id": "gyjzju7", "text": "specially for commercial real estate - realnex is highly recommended. Buildout also - they just acquired a crm company to boost their existing crm which is ok. they have a lot to work on, but it\u2019s descent. i\u2019m using buildout now - switched from podio for something more robust and headed towards the industry. there are a few more but i\u2019ll have to look them up again and will post them here", "replies": [{"id": "gyk076i", "text": "Thank you. Is Buildout Salesforce-based now, after the purchase of Rethink CRM? Or does it remain to be a standalone tool?", "replies": [{"id": "gykcs8c", "text": "as of right now it\u2019s standalone", "replies": [], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}]