As businesses become increasingly tech-savvy, CRMs (Customer Relationship Management) have quickly become indispensable tools in every industry. Real estate is no different. But moving from traditional pen-and-paper or excel-type spreadsheets to next-generation tools is easier said than done.
Moving to a CRM involves a significant investment in time and money. So, it is imperative to choose the right CRM software at the very outset. This article takes a look at the most important points of comparison and offers a list of the top ten CRMs for Real Estate businesses that you can choose from.
Here are the most important aspects to consider when making a choice:
Decide what you need to achieve from your CRM
How well does your shortlisted CRM fulfill your stated business needs?
Research each CRM platform to ensure the CRM tools and resources align with your business needs?
Set a budget—money, time, and resources, to implement the new CRM solution
Comparing CRMs
Even to shortlist CRMs you need some parameters to make a judgment call. Here are some common pros and cons to help you decide.
Prime Pros
- Great Usability: You and your people are more likely to use a CRM that is not complicated. So ensure the CRMs you choose are user-friendly.
- Highly Customisable. No two companies are alike—even if they happen to operate in the same space. Lack of customizability can make your CRM feel very rigid, and your staff resistant to using it.
– Good Marketing functionality. From generating new leads to nurturing them to closure, your CRM is an indispensable marketing tool. Ideally, you should be able to run full fledged marketing campaigns across media, i.e. from email marketing to social media; the CRM should also allow for analyses of your campaigns so you can adapt them accordingly
– Seamless integration features. It is impossible for one CRM to offer every functionality, which is where API extensions come in. The ability to integrate third-party applications, for instance, WhatsApp, Word, etc. can make all the difference to the usability of your CRM
– Insightful dashboard to track daily activities. Your CRM dashboard should be able to give you a birds-eye view of your business: productivity, sales success rate, performance—by sales person or project, etc.
– Detailed reporting. CRM reports are invaluable in the decision-making process. Not only do they offer insights on how you can improve aspects related to marketing, customer service, and operations, but an easy-to-assimilate report goes a long way in garnering shareholder support, as well.
– Exclusive social media features: Everyone is on social media these days, and that’s the main reason you need to be on there too. With features that allow for integration with popular social media platforms, you could be giving your customers some good reasons to look out for your posts.
Cons to watch out for
Every feature from the pro’s list that doesn’t score high with your CRM is a potential con and a good reason to strike it from your list. So, steer clear of CRMs that:
– Lack customizability
– Have poor reporting functionality
– Are not user-friendly (hint. Check out the user interface)
– Does not support integration
– Is complex to use
– Comes with expensive upgrades
One good way to check if a CRM is good is to read the user reviews. Users are generally quite vociferous if they find any product or service less than satisfactory. Conversely, over-positive, gushy reviews could be fake or paid reviews, and those need to be discounted.
To help you get started, we’ve undertaken a study of the most popular real estate CRMs in India. While all measure well for real estate businesses, do make your decision based on your business’s specific requirements.
1. Sell. do
One of the country’s leading sales & marketing CRM for real estate businesses Sell.do enables automation of the entire consumer cycle on a single platform.
Features
Sell.do offers a suite of cloud-based sales and marketing automation solutions, exclusively designed for the real estate industry. These include:
- Lead Management
- Pipeline Management
- Inventory Management
- Ad Automation
- Collaboration & Negotiations
- Post Sales management.
- You can also combine Analytics & ML/AI to market smarter and sell faster.
Industry sectors
In addition to Real Estate businesses, Sell.do is also popular with Pharma companies, and businesses ranging from SMEs to Enterprise level.
Pricing
Sell.Do doesn’t offer a free version, or a free trial
Monthly prices start at $37.30/per user.
2. MetroLeads
MetroLeads is a professional CRM developed by MetroGuild India
It is an open canvas CRM platform positioned for small to enterprise-sized companies.
Features: MetroLeads CRM offers a comprehensive list of features including:
- Automatic data capture
- Lead Management
- Opportunity Management
- Customizable Sales Process
- Configurable Reports and Dashboards
- Case Management
- Account and Contact Management
- Task Management
Industries
MetroLeads’ flexibility makes it suitable for businesses of every size in diverse industries, including Medical Devices and Services, Real Estate, SaaS, HR, Finance, Construction, Management Consulting, Retail, IT Consultancy, Software, Manufacturing, etc.
Pricing
MetroLeads does not offer a free or trial version but it does offer a free demo, which you can register for on their website
Paid models are as per individual requirements.
3. Highrise
While HighRise is specifically a Real Estate CRM solution. It is popular with small businesses, for its exceptional contact and task management functionality.
Features
- Tracks client communication and enables team members to view the status of deals and relationships. Easy import of contacts from Outlook, Gmail, and Excel. Contacts can be tagged for further organization, filtering, and search functions.
- Add notes and comments to contact details
- Management functionality allows users to create tasks, view tasks by company, contact, or project, and add reminders to projects.
- The software allows users to share address books, store important emails, attach documents, and control privacy settings.
- Highrise’s Good Morning feature is a virtual personal assistant. You can use it to organize and respond to incoming activity.
- Integrated with MailChimp, allowing users to target and send email marketing campaigns to contacts.
- Highrise can also be integrated with other third party tools via API
Pricing
Highrise offers a free version and a free trial.
Basic: $24/month (for up to 6 users 5,000 contacts 10 deals 5GB storage)
Highrise Plus: $49/month (caters to 15 users 20,000 contacts, offers unlimited deals & 15GB storage)
Highrise Premium: $99/month (caters to up to 40 users 30,000 contacts, offers unlimited deals & 30GB storage )
Highrise Max: $149/month (this is the top level offering. It caters to unlimited users 50,000 contacts, with unlimited deals and 75GB storage)
4. In4Velocity
A real estate software designed to streamline management of leads and customers from one place.
The CRM provides a bird’s eye view of your customer data, allowing you to spot opportunities and design marketing campaigns accordingly. The CRM offers sales process automation, eliminating routine manual tasks and making it easier for sales staff to develop new leads.
The CRM provides a single dashboard that allows stakeholders to make sense of the data and make better business decisions.
Features
- Lead capturing from multiple sources, including social media, online/offline campaigns, etc.
- Allocation of budgets to manage CPA
- Single point for all interactions. This eliminates ambiguity and allows the entire team to identify which stage the prospect is at.
- Automated alerts: Ideal for situations where team members may be working remotely or on the field
- Performance monitoring and measurement of KPIs
Pricing
The cost of the CRM varies according to the user’s needs. For exact prices visit: https://www.in4velocity.com/pricing.html
5. E-FlatDeal
E-FlatDeal CRM allows Real Estate businesses to manage their entire sales process online. Since the entire cache of data is on a server, users can access their data anytime; all they need is a device connected to the internet.
Features
- Automated demand notices
- Receipt generation
- Outstandings according to projects
- Marketing media planning & execution
- Inquiry handling performance monitoring (of individual sales executives)
- Easy-to-understand reports showing the status of units (sold/unsold)
- Eliminates duplication in accounts through Tally connectivity
Pricing
For pricing, contact: sales@newtonindia.com
6. LeadSquared
LeadSquared standout feature—as a real estate CRM software—is its ability to streamline sales processes. The solution is designed to help sales through automation of aspects like lead management, daily status checks, follow-up reminders, etc.
LeadSquared allows tracking of leads from multiple sources, viz. phone, chat, website, or social media. You can also track sales and revenue metrics.
Features
- Tracks qualified leads automatically—from channels where you are functional
- Custom Reporting: Provides customized reports on various performance metrics.
- Lead Capturing & Distribution: Leads gathered from online and offline channels can be distributed to sales professionals on the pre-set rota.
Pricing
LeadSquared’s Real Estate CRM pricing plans start at Rs 15000 (Lite model)
7. Zoho
Zoho’s real estate CRM software enables users to manage complete sales cycles by creating and saving quotes, invoices, etc. according to team members. Users can also manage post-sales processes using powerful inventory management features, and share quotes/invoices to prospective customers through bespoke email and invoice templates.
Features
- Lead generation: Zoho CRM for real estate allows users to gather leads from major social media platforms such as Twitter and Facebook.
- Case Management: The CRM allows users to segregate individual deals and store all relevant details in one secure place.
- Marketing Analytics: The CRM provides several tools to analyze customer data and present it in a manner that facilitates improved business decisions
Pricing
Zoho’s Standard Plan costs ₹ 720/user per month
Professional Plan costs ₹ 1200/user per month
Enterprise Plan costs ₹ 2100/user per month.
8. Salesforce
Salesforce is acknowledged as the world’s leading CRM software. For real estate businesses, the CRM helps gather relevant information on the preferences of your customers and manage everything through a central location. It allows users to provide personalized services to prospective customers and ensure a smooth journey through the sales funnel.
Features
- Highly Responsive: Respond quickly to messages received from potential customers. You can even pre-create and set up personalized automated responses
- Central Database: CRM provides a single, unified system for all your contact information, making it easy to access it from anywhere, anytime
- Build Engagement: Send out pre-set, personalized, and automated emails to customers on birthdays and anniversaries or when sharing special offers or promotions
- Performance Evaluation: Salesforce CRM provides features to evaluate your customer service processes and measure the effectiveness of your relationship-building efforts
Pricing
Rs 21,000.00/month.
9. eBuildAuto
Unlike most real estate CRMs, eBuildAuto was designed from the ground up specifically for real estate businesses. Conceived and built by RichtechIt, it offers discrete modules that address pain areas unique to the Indian real estate industry. In addition to separate Pre-Sales and Post-Sales modules, the CRM is integrated with WhatsApp, the world’s most popular messaging platform, and almost unlimited extensibility through APIs.
Features
- User-friendly. The intuitive user interface, straightforward masters, and form fields makes the CRM one of the most easy-to-use applications around
- Customizable
- Run multi-media marketing campaigns: Integration with popular web applications lets users create and deploy marketing campaigns on email, SMS, Whatsapp, etc. without leaving the CRM
- Quick installation: Unlike most other CRMs, eBuildAuto can be installed and used in just a week’s time.
- Analytics and Reporting: Sort, query, and mine your data for business insights that allow more informed decision-making.
- Fast: From generating cost sheets in a matter of seconds to generating up to 50 demand letters in under 30 seconds, eBuildAuto is a master time saver
- Feature extendability: eBuildAuto, offers API integration for portals like 99 acres, Magic Bricks, FB, etc.
- Automated features: eBuildAuto lets you send greetings on special occasions to customers, scheduled MIS reports to stakeholders, etc.
- Backoffice support: Finally, eBuildAuto offers an efficient and affordable Back Office option for users who don’t have the time or resources to handle non-core work like data entry helping customers save time, effort, and money in recruiting, employing, and training in-house resources
Pricing
eBuildAuto offers flexible pricing models, per month/user/project, etc. as per customer’s requirements.
10. Hubspot
HubSpot CRM, is not specifically a real estate CRM but it provides all the tools needed for efficient real estate customer management. This includes tools for lead generation, documentation, and client management, among others.
Features
- Lead Management: Excellent lead management tools to help gather, develop, and assign leads to respective salespersons
- Project Management: HubSpot CRM creates a single source of truth that all team members can use to track their progress, using various project management tools
- Email/SMS Marketing: Mount effective campaigns on email and SMS
- Document Management: Save critical legal client documents securely
Pricing
Hubspot provides free real estate CRM demo and signup.
The Starter plan costs ₹ 3300 per month and
The Basic plan costs ₹ 13200 per month.
