8 Best CRM for Real Estate Investors in 2023

Real estate investing is a complex business and requires many different skills to be successful.

One of the most important tools for any real estate investor is a Customer Relationship Management (CRM) system.

A CRM helps you manage your contacts, track deals, set goals and, measure progress. It can also help you stay organized and efficient while managing multiple properties at once.

In this article, we will look at what makes a great CRM for real estate investors, tips on how to choose the right one for your needs, as well as our top 8 picks of the best CRMs for the real estate industry available today.

We’ll also discuss how to implement a Real Estate CRM into your workflow in order to maximize its effectiveness and get maximum return on investment from it.

Best real estate CRMs in 2023:

  • Carrot: Best All-In-One Solution
  • REISift: Best Real Estate CRM for Data Organization
  • DealMachine: Best Real Estate CRM for Finding Off-Market Deals
  • REsimpli: Best CRM for Real Estate Investing
  • REIPro: Best Real Estate CRM for Property Research and Analysis
  • PropStream: Best Real Estate CRM for Marketing Campaign Features
  • PropertyRadar: Best Real Estate CRM for Lead Management
  • FreedomSoft: Best Mobile Real Estate CRM)

Table of Contents

What is a CRM and Why Is It Important for Real Estate Investors

A CRM, or Customer Relationship Management system, is a software solution designed to help business owners manage their customer relationships.

It provides an integrated approach to tracking customer information, from contact details and demographics to purchasing history and communication records.

For real estate businesses, a CRM can be used to manage the sales pipeline, ensure efficient follow-ups, and provide insights into property trends in order to make informed investment decisions.

A CRM allows to maintain accurate contact information for each client, schedule meetings with ease, and keep detailed notes of all interactions in one central location.

It also streamlines business processes by providing automated messages such as appointment reminders or follow-up emails.

In addition, a CRM facilitates a better understanding of the market through automatic data analysis.

It can generate detailed reports that show trends in pricing, inventory levels, buying preferences, and more. This helps investors make smarter decisions when it comes to selecting properties or negotiating deals.

Finally, many modern CRMs offer features such as mobile apps and social media integration which allow real estate investors to stay connected with their clients even while on the go.

Features of Real Estate-Specific CRM Software

CRM software for real estate business differs from general CRM software in many ways.

Real estate-specific CRM software offers a range of features that are tailored to help real estate investors streamline their processes and manage their customer relationships effectively. These include a range of modules such as:

Contact Management

This allows investors to store contact information such as name, phone number, address, and email of clients in one centralized location. It also provides lead management features, so investors can keep track of which properties they own or are interested in.

Transaction Management

This helps investors manage the entire lifecycle of a real estate transaction including negotiation, contracts, commission payments and more. It also allows investors to easily track progress on each deal with detailed reports and timelines.

Marketing Automation

Real estate specific CRMs come with integrated email marketing tools that allow users to create powerful marketing campaigns that can be sent out automatically based on triggers or time frames. This helps investors stay connected with their clients while saving valuable time.

Analytics & Reporting

The reporting tool provides insights into market trends and helps investors make informed decisions quickly. It can generate reports on pricing trends, inventory levels, and customer preferences at the click of a button.

In addition to these features, many real estate-specific CRMs include additional features such as workflow automation, social media integration, mobile apps for remote access, and more.

This makes it easy for investors to manage their business from anywhere in the world.

Tips on How to Choose the Right Real Estate CRM

When it comes to choosing the right CRM for your real estate investing business, there are several factors to consider. Here are some tips on how to choose the best CRM for your needs:

Determine Your Needs

Before selecting a CRM, take the time to evaluate what you need from the system. Consider factors such as the size of your team, the number of active projects, and market trends that may affect your decision.

Compare Features

While all CRMs will offer basic contact management and transaction tracking capabilities, some may include additional features such as automated email marketing, workflow automation, or social media integration.

Compare features between different CRMs to determine which one offers the most value for your specific needs.

Consider Scalability

As you grow your real estate business, it is important to consider scalability when choosing a CRM.

Select a system that can grow with you by adding new users or modules without requiring significant investment in hardware or software upgrades.

Review User Reviews

Read user reviews and testimonials of different systems to see how satisfied other investors have been with their experience using a particular platform.

This can help you get an accurate picture of how easy it is to use a particular system and if it meets expectations on customer service and support.

Take Advantage of Free Trials

Most vendors offer free trials so that you can test out the system before making a purchase commitment.

Make sure to take advantage of this opportunity and try out all the features associated with each product in order to make sure it is the right fit for your business needs and budget before making a final decision.

10 Best CRMs for Real Estate Investors

This is our top 10 best real estate CRMs in 2023:

Carrot (Best All-In-One Solution)

Carrot is a comprehensive CRM designed specifically for real estate investors. With its user-friendly interface and powerful features, Carrot helps investors manage leads, automate marketing campaigns, and track property data effectively.

Key Features:

  • Lead management
  • Marketing automation
  • Website builder
  • Property tracking


  • Easy to use
  • Customizable templates
  • Excellent customer support


  • Limited integrations
  • Can be pricey for advanced features

When to Choose: Choose Carrot if you want an all-in-one solution that includes a website builder and marketing tools.

REISift (Best Real Estate CRM for Data Organization)

REISift is a robust CRM that focuses on data organization and lead management for real estate investors. Its unique data-driven approach helps investors make informed decisions based on accurate property information.

Key Features:

  • Data organization
  • Lead management
  • List stacking
  • Property analysis


  • Streamlines data management
  • Efficient list stacking
  • Effective property analysis


  • Steeper learning curve
  • Limited marketing features

When to Choose: Choose REISift if your primary focus is on data organization and lead management.

DealMachine (best real estate CRM for finding off-market deals)

Deal Machine is a CRM and lead generation tool designed for real estate investors who are looking for off-market deals. It helps users find, research, and contact property owners with ease.

Key Features:

  • Driving for dollars
  • Direct mail marketing campaigns
  • Property owner lookup
  • Integrations with other tools


  • Easy to use
  • Efficient lead generation
  • Good integrations


  • Limited to the US market
  • Can be expensive for heavy users

When to Choose: Choose Dealmachine if you want a tool that specializes in finding off-market deals.

REsimpli (Best Real Estate CRM for Task Automation)

REsimpli is an all-in-one CRM for real estate investors that combines lead management, marketing, and property analysis features. It helps investors find deals, analyze properties, and manage their leads effectively.

Key Features:

  • Lead management
  • Marketing tools
  • Property analysis
  • Integrations


  • Comprehensive feature set
  • Easy to use
  • Good customer support


  • Limited customization options
  • Can be expensive for advanced features

When to Choose: Choose REsimpli if you want a comprehensive CRM with a wide range of tools for real estate investing.

REIPro (Best Real Estate CRM for Property Research and Analysis)

REIPro is a CRM and property analysis software designed for real estate investors. It offers features like lead management, property research, and deal analysis.

Key Features:

  • Lead management
  • Property research
  • Deal analysis
  • Education resources


  • Comprehensive property data
  • User-friendly interface
  • Useful educational resources


  • Limited marketing features
  • Can be pricey for advanced features

When to Choose: Choose REIPro if you need a CRM with a strong focus on property research and analysis.

PropStream (Best Real Estate CRM for Marketing Campaign Features)

PropStream is a powerful CRM and property data software for real estate investors. It offers extensive property data, lead management tools, and marketing features.

Key Features:

  • Property data
  • Lead management
  • Marketing tools
  • List building


  • Comprehensive property data
  • Effective lead management
  • Customizable marketing tools


  • Can be overwhelming for new users
  • Limited integrations

When to Choose: Choose PropStream if you want a CRM with extensive property data and marketing features.

PropertyRadar (Best Real Estate CRM for Lead Management)

PropertyRadar is a CRM and property data platform designed for real estate investors. It offers comprehensive property data, lead management tools, and marketing features.

Key Features:

  • Property data
  • Lead management
  • Marketing tools
  • Analytics


  • Extensive property data
  • Efficient lead management
  • Good analytics


  • Limited to the US market
  • Can be expensive for heavy users

When to Choose: Choose PropertyRadar if you want a CRM focused on property data and lead management.

FreedomSoft (Best Mobile Real Estate CRM)

FreedomSoft is a CRM and lead generation software for real estate investors. It offers lead management, deal analysis, and marketing tools to help investors find and close deals effectively.

Key Features:

  • Lead management
  • Deal analysis
  • Marketing tools
  • Mobile app


  • User-friendly interface
  • Comprehensive feature set
  • Mobile app for on-the-go access


  • Limited property data features
  • Can be pricey for advanced features

When to Choose: Choose FreedomSoft if you want a user-friendly CRM with lead management and marketing features.

How to Implement a CRM for Real Estate Investing Business

The first step to implementing a CRM is finding the right software for your needs. Make sure the system offers all of the features that are important to you such as contact management, transaction tracking, marketing automation, and analytics & reporting.

You should also consider scalability so you won’t have to switch systems down the road if your business grows.

Once you have identified a CRM that suits your needs, it’s time to get started with implementation.

Start by uploading existing client information into the system and set up user accounts for yourself and any other team members who will be using the platform.

Next, assign tasks and create reports so everyone is aware of their responsibilities and progress can be tracked accordingly.

Finally, establish automated processes such as email campaigns or appointment reminders so communication with clients stays consistent even when you are away from the office.

Final Thoughts on Choosing the Best CRM For Your Real Estate Business

Choosing the best CRM for your real estate investing business is an important decision.

With so many options on the market, it can be difficult to know which one will work best for you.

Taking the time to evaluate what features are most important and reading user reviews should help narrow down your choices so that you can make an informed decision.

Once you’ve chosen a system that suits your needs, implementing it into your workflow and taking advantage of all its features should provide valuable insights into how potential customers think while helping streamline business operations in order to close deals more quickly and efficiently.


What is CRM for real estate investors?

CRM, or Customer Relationship Management, for real estate investors, is a specialized software solution designed to organize, track, and manage interactions with potential and existing clients.

By centralizing contact information, property details, communication history, and deal progress, CRM systems enable investors to make informed decisions and maintain strong connections with their clients.

Key features of CRM for real estate investors include:

  1. Contact Management: Store and categorize client information, including names, addresses, phone numbers, and email addresses, for easy access and reference.
  2. Property Tracking: Monitor property listings, statuses, and related documents, enabling investors to efficiently manage their portfolios.
  3. Task Management: Schedule and track tasks, appointments, and deadlines, ensuring that important events are not overlooked.
  4. Deal Pipeline Management: Organize and monitor deal tracking, from initial contact to closing, allowing for better planning and forecasting.
  5. Communication Tools: Send and receive emails, texts, or phone calls directly through the CRM system, streamlining communication with clients.
  6. Analytics and Reporting: Analyze data and generate reports on various metrics, such as sales performance, lead conversion rates, and marketing campaign effectiveness.

Do you need a CRM as a real estate agent?

Yes, as a real estate agent, you need CRM (customer relationship management) software to help manage your sales leads, client inquiries, and interactions.

A good CRM system for real estate will help you or your real estate agents market properties more effectively, track customer relationships more efficiently, and increase your overall productivity.

With the right CRM software, you can easily keep track of all your contacts and transactions in one place.

Additionally, many CRMs offer features such as automated follow-up emails and lead scoring to help you prioritize leads and close more deals.

What is the top CRM on the market?

HubSpot is currently considered the top CRM on the market due to its comprehensive feature set, user-friendly interface, and robust integrations, it’s an excellent choice for any business seeking to improve its customer relationship management and drive growth.

Some of its key advantages are:

1. Comprehensive Features: HubSpot offers a wide array of features that cater to various business needs, including contact management, email marketing, sales funnel tracking, and analytics. These tools enable businesses to efficiently manage their customer relationships, leading to better customer satisfaction and increased revenue.

2. User-friendly Interface: HubSpot’s CRM is designed with ease of use in mind. Its intuitive layout and navigation make it simple for users to access essential information and perform tasks quickly, reducing the learning curve and increasing productivity.

3. Robust Integrations: The platform seamlessly integrates with numerous third-party applications, such as Gmail, Slack, and Salesforce, allowing businesses to streamline their workflows and improve efficiency across multiple platforms.

4. Active Voice: HubSpot’s CRM employs an active voice, enabling users to take prompt action on leads and opportunities, enhancing the overall effectiveness of the sales process.

5. Prioritizing Clarity: HubSpot focuses on providing clear, concise information about its product’s features and benefits. This ensures that users can easily understand and leverage the platform’s capabilities to maximize their return on investment.