Customer Relationship Management Apps and Tools ReviewsSoftware that magically brings in closed sales?
Gets rid of Google Documents or Excel Spreadsheets?
Makes clients always love you and call when they are ready?
'kinda 'maybe not so fast in today's world where you receive 300 emails a day
So what resource works and what is the most efficient and least cost?
Most of them use the following pieces or tools to analyze how hot or cold
your "lead" is, how often they open your emails, HTML5 (Hypertext Markup Language 5) is a markup language used for structuring and presenting content ; JQuery or Java Script library, Google Analytics graphs, Alpine SG's Sendible to manage social media;
IDX plug in Multiple listing Service property search search capabilities.
The tool must prioritize contacts, be video and mobile, link to social media posting on a schedule, organize and produce ads, analyze results, authenticate email and phone number, have unique content for a city market or allow customization.
I'm a hater of chat bots, they slow the process. Should work with Zillow if agent is paying for Premier or Realtor.com or Redfin. Guides, neighborhood data, census track information, crimes reports, school ratings.
Make the search appear unique, deep, special, and fine tuned to your customer profile needs.
Don't know who your customer is? This is another topic to ponder and develop.
Advanced search to property type, size, price, location, amenities, map search, zoom in and out, User experience to return to the topics. EO for your results landing pages with Custom Links and Property Type Labels. Use recognizable, highly indexable names such as "
Matterport
line camera with which to create 2D and 3D images, videos, floor plans, and even virtual reality. Matterport gives you a virtual option to conduct home views and tours
Shortstack
line camera with which to create 2D and 3D images, videos, floor plans, and even virtual reality. Matterport gives you a virtual option to conduct home views and tours
Streaming via Facebook i
Zoom
Docusign
Dubb or Jungo
Vanity domain and company website
How many contacts/ how much memory space
Can you take the data with you and block when you leave
Excel upload
So here I have ranked CRM services for Real Estate. All show the price for one user (some don't have single user). Cost being important as they all have the same software. Some add an extra IDX website but as soon as you cancel all that SEO work goes down.
Goldmine
Mine is now free and I own all the data, not shared with a brand which is my preferred way to market. I create all my own content and rarely or never use our marketing department flyers unless is for a complex product which the legalese is important for mortgage for real estate.
My reviews below are mostly focused on CRM for Realtors .
I bought Goldmine when they first came out with the software. Always been happy I owned my data and didn't share it with companies I worked for.
Pipedrive
$15 month Low Cost
track leads, spot opportunities, measure key activities, streamline sales workflows and focus on sales
24/7 support
- Two-way email sync
- Customizable email templates
- Email open and click tracking
- Automation workflows
Monday Sales
$10 to $24 per monthly depends on plan
- Two-way email syncing with Gmail and Outlook
- Quotes and invoices
- Gantt, timeline, and calendar data views
- Guest access
- Up to 250 automations and 250 integrations per month
- B2B
Salesforce
$25 month Low Cost
Datasheet/AI/easy to employ
Hubspot
$50-$1750 month with 12 month contract Expensive
Some free tools.
manage contacts, sales, pipeline, digital marketing, and lead nurture. It has six different programs. Many ways to analyze progress. Tech stack for everything. Try the free sample and play with it
Boomtown
$1000 monthly for 3 users no single user Expensive
Website support, Coaching, Lead generation.
IDX website, CRM, drip mail, mobile
I find Realtors are intimidated by the hours of working this type of marketing as you want to be live talking to leads, this takes labor of love. I ranked them high because visually it's easy and they provide support which many do not help you when you see the spinning loop or "rotating cursor". This problem dates from early versions of the UNIX operating system and DR-DOS utilities in the 1980s. I helped develop a DOS system in 1988 for WAMU, the ancient days of the internet.
Nice drip mail that is easy to set or change. Coaching !! And Ustudio video.
KVCore
$749 monthly Expensive and stuck with a year contract.
IDX website, lead capture, CRM, drip mail, mobile
video and voice text by Bomb-bomb plugin this is an excellent tool to use
Video is vital to market growth. KV core has great tutorials.
Can add in lender rates. Unique looking websites is a plus. Listing tools that the others do not have. Open house apps and flyers
FollowUpBoss
$69 lower cost
IDX website, lead capture, CRM, drip mail, mobile, multi websites
no contract
24/7 help
I ranked lower as the dashboard is not clean and original, content stale. However I like that it can record calls for training. They do not provide content or templates.
Sierra Interactive acquired by ASG 2022
$399 middle range cost
IDX website, lead capture, CRM, drip mail, mobile
Newer player in the market with little to no support to get you started
CINC
$600 month expensive
Automated campaigns, Lead generation, Marketing campaign management, Website creation, Banking integration. Organizes buyer and seller leads from generation to close. Advertising to collect warm leads.
Email templates don't work. No ability to make your own ads. Has an auto dialer. Alex A1 bot is annoying. Old data bad leads. No map filter.
Text customer in the app.
Capsule
$18 month for 30000 contacts Low cost
Cloud-based platform that's competitively priced. It's easy to use and integrates well with Google Workspace / G Suite, Microsoft 365, Mailchimp, and Xero.
Not much back end help or how-to videos
Real Geeks
$299 Middle range cost
IDX website, lead capture, CRM, drip mail, mobile
Lion Desk
$39 month Low Cost premier $139
IDX website, lead capture, CRM, drip mail, mobile
- Cold-calling power dialers
- A digital ad portal
- Custom landing pages
- A click-to-call power dialer for an additional $49 per month
Others I've tested but don't have an opinion or think they rank too low to add the details. There are thousands of CRM software apps. Ask for, no demand a free trial and no contracts.
ACT!
Brivity
Chime
Chum Zero
Click up
Close
Contactually
Creatio
Engage Bay
Freedom
Fresh Sales
Highrise
IXACT
Lean Data
Less Annoying CRM
Market Leader
Odoo
Optify
Oracle Net Suite
Outreach
Placesetter
Podio Citrix
Real Gear
Realty Juggler
REI pro
Rethink CRM
Sales Aloft
Shout Boss
Spiff
Sugar
Thryv
Toronto company - contact businesses
Vulcan 7
Wise agent
Wise agent
Zen desk
Zoho
Other tools you will want the CRM to do for you or automate:
SISU for tracking/goals/campaigns/commission/transaction management
Bombbomb video by email plug in
MailChimp
Slack
WIX
Hootsuite for social media $99 a month
expensive for teams
Problem with any canned social media platform is the content is boring
User needs to create unique posts.
- Twitter
- Facebook groups
- Facebook pages
- LinkedIn profiles
- LinkedIn pages
- Instagram
- YouTube
- Pinterest (publishing only)
Loomly for social media $26 month
all those plus TIK Tok
Agorapulse
Sprout Social
SEMRush
Talkwalker
Brandwatch
Comment, chat box
