Best Real Estate CRM in Canada | 2024

Data Bridge Market Research predicts that the real estate software market will grow at a CAGR of 9.80% from 2021 to 2028, reaching a value of USD 17.06 billion.

Now this reflects the widespread recognition and adoption of real estate CRM software. 

Today, CRM in real estate industry has made a considerable difference as the housing market is skyrocketing all over the world.

A real estate CRM or customer relationship management software for real estate is an essential resource for real estate companies as it can help professionals manage their daily work,

nurture better relationships with customers, track customer interaction, and offer them the best possible solution to their queries.

CRM software is meant to improve customer satisfaction for better customer retention rates.

What is Real Estate CRM?

Real estate professionals are bound to manage clients, nurture leads, send a bunch of thank-yous, follow-ups, and texts in a thread. CRM system for realtors can help manage customer relationships better while keeping records of individual customers and their corresponding activities. 

The best CRM for real estate can efficiently automate follow-ups, client interactions, and marketing campaigns. Ideally, these applications should have a set of features to cater to the industry-specific needs of the real estate landscape.

8 Best Real Estate customer relationship management

While choosing the best real estate CRM application, you need to check for compatibility, ease of use, and customization options.

But before that, analyze your needs and budget to choose the application that can align with your email marketing campaigns, MLS (Multiple Listing Service) integration, reporting, and mobility requirements. 

A full-fledged CRM that includes these key features will help you optimize your operations, enhance client relationships, and drive growth.

Thus, focusing on the data-driven approach of today’s real estate professionals, we have narrowed down the list of five best CRM tools, all of which serve their specific needs: 

1. Dynamics 365 Sales— Best CRM in Real Estate Industry

Dynamics CRM comprises many solutions—Sales, Customer Service, Field Service, Marketing, Relationship Sales, and Customer Service Professional. 

The real estate industry can effectively utilize Microsoft Dynamics 365 Sales, a powerful customer relationship management (CRM) solution.

Key Features:

• Seamless integration capabilities 
• Workflow automation 
• 360-degree customer view 
• LinkedIn Sales Navigator 
• In-built Copiolt 

Why Choose Microsoft Dynamics 365 Sales? 

In fact, it’s a widely used customer relationship management software in Canada for several reasons. Let’s explore why it is suitable CRM for real estate agents:

Effective communication 
With Dynamics 365 Sales, users can make the most out of the unified potential of Copilot and Power BI to maximize their business potential. 

Leveraging the Copilot benefits real estate professionals as it can draft compelling emails, create property descriptions, and prompt responses to customers’ queries. Timely interaction with clients leads to an enhanced overall customer experience. 

Geospatial Analysis 
With Power BI, you can create maps that display property locations, zoning information, and neighbourhood demographics. Geospatial analysis helps identify prime locations for development or investment. 

Predictive Analytics 
By leveraging Power BI’s machine learning capabilities, you can predict property prices, rental yields, and demands, based on historical data. 

Automated Analysis 
Copilot in Dynamics 365 Sales can automate data analysis tasks. For real estate analysts, this means quicker insights into market prices, demographic shifts, and investment returns. 

Data Visualization 
Power BI allows real estate professionals to create interactive visualizations from their data. You can build dashboards, reports, and charts to analyze property trends, market conditions, and investment opportunities. 

Copilot helps automate tedious tasks such as data entry, scheduling, and research. By handling these repetitive activities, real estate professionals can allocate more time to high-value tasks like client consultations, strategic planning, direct client interactions, property viewings, and deal negotiations. 

Industry-Specific Features

With tools like Power BI for geospatial analysis, Copilot for automated property descriptions, and predictive analytics, Dynamics 365 Sales enables realtors to make data-driven decisions. 

Enhanced Customer Interactions

Copilot drafts personalized emails and responses, ensuring timely and professional communication with clients, a critical need in the competitive real estate market. Notably, Dynamics 365 Sales is available in free trial version. Also, the price range varies from $88 to $183 depending on the types of licenses users adopt.

In summary, Power BI provides robust data visualization and analytics capabilities, while Copilot enhances efficiency and automates tasks, making it a powerful combination for real estate professionals.

2. AgileCRM

Agile is a well-rounded CRM solution that offers a wide range of features to help real estate agents manage their sales, email marketing, and customer engagement. 

AgileCRM ranks as one of the best customer relationship management software in Toronto due to its seamless integration. Real estate organizations can go with free version of AgileCRM which is restricted to 10 users only. 

The price ranges from $8.99 to $47.99 under three types of licensing namely Starter, Regular, and Enterprise. Some of the key features of AgileCRM include:

Key features:

• Unlimited document storage 
• Free for up to 10 users 
• Integration with Zendesk, Google Drive, Gmail, and different social media networks 
• Tracking sales, marketing campaigns, and documents 
• Newsletters and auto-responder alert management

Why Choose Agile CRM for Real Estate?

AgileCRM is an excellent choice for real estate agents looking for a cost-effective and user-friendly real estate CRM Canada. Here's why:  

Budget-Friendly Plans

AgileCRM offers a free plan for up to 10 users and affordable pricing tiers, making it ideal for small real estate businesses. 

Seamless Integrations

It connects with tools like Google Drive, Gmail, and Zendesk to manage customer interactions effortlessly. 

Robust Marketing Tools

The software offers features like newsletters, auto-responders, and social media integration, which allow for effective client outreach and lead nurturing.   

Document Management 

Unlimited document storage ensures agents can keep all property and client files organized and easily accessible. 

3. Wise Agent 

Wise Agent is a well-known real estate CRM Canada with a combination of industry-specific features, such as lead automation, contact management, customer support, transaction management and activity tracking. 

If you want to use Wise Agent, its free trial is available for just 14 days. It includes only two simple plans, Monthly and Annual with price tags of $49 and $499 respectively. Here are some key features of Wise Agent: 

Key features: 

• Client/Property Matching 
• Email Marketing Software 
• Referral tracking 
• Drip marketing campaign 
• Unlimited document storage, reporting and customizable landing pages

Why Choose Wise Agent CRM Software?

Wise Agent is a tailor-made CRM system for realtors with its industry-specific features and ease of use. Here's why it's a great choice:   

Lead Automation   

While using Wise Agent, you can automatically assign and nurture leads, ensuring no potential client slips through the cracks. 

Client/Property Matching 

This CRM in real estate industry ensures that you can match client preferences with available properties, saving time and improving client satisfaction.   

Email and Drip Campaigns   

Its built-in email marketing tools allow agents to run effective campaigns to stay engaged with clients.   

Affordable Plans 

Wise Agent CRM provides straightforward pricing and a 14-day free trial, which makes it accessible to real estate businesses of all size. 

4. Salesforce Sales Cloud

Salesforce Sales Cloud is a comprehensive cloud-based program that serves as an all-in-one sales tool and customer relationship management software platform. 

If you are looking for the best customer relationship management software in Vancouver, then don’t think anymore as Salesforce Sales Cloud ticks all the boxes to meet real-estate business challenges. 

As far as the pricing of Salesforce Sales Cloud is concerned, it is available with multiple price options ranging from $25 per user per month to $500 per user per month under multiple plans. Remarkably, the free trial is available for 30 days. 

Here are some key features and modules of Salesforce Sales Cloud:

Key features:

• Out-of-the-box reporting 
• Workflow and process automation 
• Contract management and other related functions 
• Activity management 
• Event scheduling, lead generation, and lead tracking

Why Choose Salesforce Sales Cloud?

Salesforce Sales Cloud is a powerhouse CRM with advanced features tailored to the needs of the real estate sector. Here's why:   

Advanced Lead Tracking   

It allows you to track lead through every stage of the sales funnel, providing real estate businesses with a 360-degree view of their pipeline.   

Process Automation

You can automate repetitive tasks like follow-ups, scheduling, and document generation to save valuable time using Salesforce Sales Cloud. 

Customizable Solutions

The Salesforce Sales Cloud solution offers industry-specific templates and workflows that can be customized to match the needs of real estate businesses.   

Comprehensive Reporting

You can generate detailed reports to analyze sales performance, client engagement, and market trends.

5. Zoho

Zoho CRM offers a comprehensive solution for real estate professionals, including agents, developers, and brokerage firms. It is trusted by leading real estate businesses and offers artificial intelligence capabilities to enhance efficiency. 

Whether you’re managing properties or building client relationships, Zoho CRM can help streamline your processes. 

In summary, Zoho CRM is a top-rated solution trusted by real estate businesses for efficient lead management, automation, and collaboration. 

Zoho is quite affordable CRM software for all sorts of users. The price bracket lies between $14 to $52. Most notably, the free version of Zoho is limited to only 3 users. 

Key features: 

• End-to-End Process Management 
• Custom Modules for Real Estate 
• Automation and Efficiency 
• Omnichannel Experience 
• Email Marketing Software 
• Referral Tracking 
• Lead Nurturing Software

Why Choose Zoho CRM for Your Business Requirements?

Zoho CRM delivers a complete solution for real estate professionals, combining affordability with powerful features. Here's why:   

End-to-End Real Estate Management 

Manage every stage of client interaction, from lead generation to closing deals, with Zoho’s robust tools.   

Custom Modules

Tailor the CRM to include features like MLS integration, property management, and commission tracking.   

Automation and AI Features   

Automate follow-ups and leverage AI-driven insights to make informed decisions and close deals faster.   

Omnichannel Support

Engage with clients through email, social media, phone, and live chat from a single platform. 

6. HubSpot CRM: A Comprehensive Real Estate Solution

HubSpot CRM is a popular real estate CRM solution among professionals due to its robust features, ease of use, and cost-effectiveness. It is ideal for managing leads, automating marketing efforts, and fostering client relationships. 

Key Features:

• Sales automation 
• Pipeline management 
• Email templates 
• Create a personalized appointment scheduler 
• Add live chat to your website 

Why Choose HubSpot CRM for Real Estate?

Lead Management and Nurturing 

The platform allows agents to capture and track leads through a customizable pipeline. Its email tracking and meeting scheduling features ensure that no lead slips through the cracks.   

Marketing Automation 

HubSpot’s powerful marketing tools let you run email campaigns, segment your audience, and track campaign performance. It’s particularly helpful for agents looking to attract and retain clients.   

Free and Scalable 

HubSpot offers a free version with essential features, making it a cost-effective option for small teams. As your business grows, you can upgrade to premium plans with advanced functionalities.   

Integration with Real Estate Tools 

HubSpot CRM integrates seamlessly with property listing platforms, email marketing tools, and third-party apps, streamlining your workflow.

7. Apptivo CRM: Affordable and Customizable

Apptivo CRM provides a budget-friendly option for real estate professionals. It allows businesses to track sales leads, manage customer interaction, manage customer and properties. 

Key Features:

• Create work order 
• Invoicing 
• Email campaigns 
• Run targeted campaigns 
• Inventory management 

Why Choose Apptivo CRM for Real Estate? 

Customizable Features 

Agents can tailor the CRM to suit their specific needs, such as property management, sales tracking, and customer service.   

Lead and Deal Tracking 

Apptivo allows agents to organize leads based on their status, priority, and potential value. You can also automate follow-ups and manage transactions with ease.   

Email and Campaign Management 

Apptivo’s email tracking and marketing tools help agents engage with clients effectively. The platform supports targeted campaigns and detailed analytics to monitor success.   

Mobile Accessibility 

The CRM’s mobile app ensures that agents can access client data, property listings, and calendars while on the go, making it an ideal solution for fieldwork.

8. Pipedrive CRM: A Sales-Focused Platform for Realtors

Pipedrive is a sales-driven CRM designed to simplify lead management and deal tracking. Using this solution, you can manage sales pipelines, track leads, automate tasks, and visualize the entire sales process. It provides a strong focus on visual pipeline management to help close deals faster; essentially. 

Key Features:

• Sales pipelines 
• Automation 
• Chatbots 
• Web visitor tracking 
• Lead generation 

Why Choose Pipedrive CRM for Real Estate? 

Visual Sales Pipeline 

Pipedrive’s intuitive drag-and-drop pipeline allows agents to track deals and manage properties with ease. It provides a clear view of ongoing transactions and their progress.   

Automation and AI Assistance 

Automate repetitive tasks like follow-up emails and reminders. Pipedrive’s AI assistant offers actionable insights to optimize your sales process.   

Activity-Based Workflow 

The platform ensures agents stay proactive by emphasizing scheduled activities like calls, meetings, and property showings.   

Customizable Features: Agents can tailor Pipedrive’s features to match their workflow, including custom fields for property details and client preferences.   

Integrations and Mobility

Pipedrive integrates with over 300 apps, including email platforms and property management tools. Its mobile app ensures agents can work efficiently, even when away from the office.

After a brief walk down through of our list, you might have got an idea about some of the best CRM tools in the market.

An ideal real estate CRM plays a pivotal role in optimizing your operations, managing leads, forging better customer relationships, and making informed decisions. 

However, keep in mind that the right CRM should be tailored to fulfill your specific requirements and business objectives. 

A promising real estate CRM should go beyond lead management, email templates, call tracking, and data storage to yield a customer retention rate from 70% to 80%. 

Finally, consider features, pricing, and ease of use when choosing the best fit for your real estate business!

For any kind of CRM implementation assistance, please get in touch with our experts.

Why do Real Estate agents need a CRM?

A real estate CRM system serves several important purposes in the real estate industry. Let’s explore them:

Lead Management
A CRM helps real-estate professionals manage leads effectively. It allows you to track and organize potential buyers and sellers, ensuring that no lead falls through the cracks.

You can categorize leads based on their level of interest, source, and stage in the buying or selling process.

Centralized Communication
With a CRM, all communication—whether it’s emails, phone calls, or messages—is centralized. You can easily access past interactions with customers, view property inquiries, and keep track of follow-ups.

This ensures consistent and efficient communication.

Property Management
Real estate agents deal with multiple properties simultaneously. A CRM allows you to maintain detailed records for each property, including property descriptions, photos, pricing, and availability.

You can quickly retrieve information when discussing properties with clients.

Client Profiles
CRM systems create comprehensive profiles for clients, including their preferences, requirements, and transaction history.

This helps you tailor your services to individual clients and provide personalized recommendations.

Task Automation
Many routine tasks can be automated using CRM. For example, you can set reminders for follow-up calls, schedule property showings, and send automated emails.

This streamlines your workflow and ensures timely actions.

Marketing and Promotions
A CRM helps you manage marketing campaigns. You can segment your client database based on criteria such as location, property type, or budget.

This allows targeted marketing efforts, such as sending property listings to specific groups of clients.

Transaction Tracking
Real estate transactions involve various stages, from listing a property to closing the deal. A CRM helps you track each step, including paperwork, negotiations, and deadlines.

This ensures smooth transactions and reduces the chances of errors.

Collaboration
If you work in a team, a CRM facilitates collaboration. Team members can access shared client information, assign tasks, and coordinate efforts.

This improves efficiency and prevents duplication of work.

In summary, a real estate CRM streamlines operations, enhances client management, and boosts productivity.

It allows you to focus on what matters most: building strong relationships and closing successful deals.

Benefits of Using CRM software in Real Estate?

We have discussed the purpose of real estate CRM at great length as it can help real estate companies stay ahead of their competitors. Real estate CRM offers several benefits, including:

• Organizing and unifying all client-related data
• Customer management
• Better insights into clients’ requirements and behavior
• Personalized interactions with clients
• Quick and timely response to clients’ queries
• Tracking leads and managing follow-ups

Remember that choosing the right CRM depends on individual needs, budget, and specific features required by realtors.

Exploring different options and understanding their functionalities will help real estate professionals make an informed decision.

Methodology of selecting the Best CRM for Real Estate

While looking for the best CRM for your real estate business, you can consider some key factors that align with the requirements of your professionals.

As a real estate professional, you might be juggling a large pool of clients, property listings, deadlines, and market fluctuations, while also striking a balance between your personal and professional life and coping with your finances.

Keeping these points in mind, we have listed here the criteria for choosing the best CRM app.

Industry-Specific Features
Look for CRM systems specifically designed for real estate. These platforms often include features like email and text messaging, lead follow-up tools, and click-to-call capabilities tailored to the industry.

Customization
Consider how customizable the CRM is. Even if a CRM isn’t built exclusively for real estate, it should allow you to adapt it to your specific needs.

User Reviews
Read reviews from actual users. Their experiences can provide valuable insights into the effectiveness and usability of a CRM.

Pricing Metrics
Evaluate pricing models. Some CRMs offer free versions or trials, while others charge per user or per month. Consider your budget and choose accordingly.

Depth of Features
Assess the depth and quality of features. Look for A/B testing, automatic email responders, SMS texting, and other functionalities that align with your requirements.

Integration Capabilities
Check if the CRM integrates well with other tools you use. Seamless integration can enhance your workflow.

Ease of Use
Consider the user interface and overall ease of use. A user-friendly CRM will save you time and eliminate frustration.

Return on Investment (ROI)
Evaluate the potential ROI. Will the CRM help you close more deals and manage client relationships effectively?

Remember that the best CRM for you depends on your unique needs and preferences. Take advantage of free trials to test different options and find the one that aligns with your real estate business goals.

How Can Dynamics Square Help You Choose the Best Real Estate CRM Software for Your Business?

At Dynamics Square, we understand the value of growth in the real estate industry. In fact, a real estate business comprises a lot of challenges that may overwhelm you at any moment.

You can find yourself in a tight spot due to extensive listings, a large database of customers’ contacts, and an endless list of properties.

In this case, our experts can thoroughly analyze your business and suggest to you the best CRM solution to align perfectly with your business goals.

If you are looking for any top-notch CRM software for your real-estate business in any part of Canada, especially Toronto and Vancouver, then contact us now for an ultimate solution.

Kindly feel free to reach out to us for any kind of assistance related to CRM implementation partner in Canada. Call us at +1 778 381 5388 or simply write us an email at arish.siddiqui@dynamicssquare.com.