The Contenders

Lead management and nurturing is perhaps the second most important job for a real estate agent after lead generation.  The real estate customer relationship managers (CRMs) software is where your leads live, and where you turn relationships into closing deals.

The modern CRM is expected to do more than be a glorified Excel file. We are 100% in the cloud, now. We’re also on the go, so a good CRM for real estate agents needs a mobile app. They handle our email marketing, and sometimes transaction management, offline print advertising, and brokerage/team management.

Here is a list of what I believe is the best CRM for real estate agents depending on your needs.

The Contenders

“What’s the best CRM”? This is the question that is asked a million times in Realtor Facebook groups.

Much neglected, in my opinion, is the question “What is the best transaction management software?” Crushing the transaction is critical for happy buyers and sellers.

Furthermore, transactions and operations are not something many Realtors are that great at. Real estate agents are people people. They don’t want to sit behind a computer ordering pest inspections and writing repair amendments. A good transaction management software can make sure agents shepherd their clients to the finish line with competence and earn their referrals and repeat business.

If you are a real estate industry professional, a smooth transaction is critical. That is where your reputation with your buyers and sellers is made or broken. Fortunately, there are great tools out there to fit your needs and style. Whether a simple real estate transaction tracker or full-blown transaction management ecosystem, there is a technology to meet your needs.


All-in-one platforms are just that. All-in-one. In addition to lead generation, real estate websites, email marketing, and contact management, these platforms usually have tools to manage your real estate transactions. If you have a platform or considering one, it might have what you need already.