Best Real Estate CRM Software for Cognito Forms

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Caspio is the leading no-code platform for creating online database applications without coding. Everything you need for digitally transforming business operations and workflows is provided in Caspio's all-in-one platform. It features an integrated cloud database, a visual app builder, enterprise-grade security and regulatory compliance, as well as scalable global infrastructure. Caspio is trusted worldwide by more than 15,000 companies. Get it free. Caspio, a pioneer in cloud computing, has been developing its database platform since 2000. It is capable of supporting HIPAA and all Caspio plans offer unlimited users and are competitively priced.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

All the features you need, all in one place. Get more deals by simplifying your real estate business with tools that will help you. REIPro was created by two of the most brilliant minds in their respective fields. It is more than a real estate investing software. Chris Goff, a long-standing investor and one the most sought-after REI teachers in the country, joined forces with Bo Manry, an expert online market professional and skilled software engineer to create a tool that can positively change how people invest in real estate.

Airtable allows you to organize your work in your own way. Airtable is an all-in-one collaboration tool that combines the power and flexibility of a relational database with ease-of-use spreadsheets. It syncs data instantly across all platforms and devices. You can choose from a variety of formats to view the tasks at hand: grid, calendars, Kanbans, galleries, and forms.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Flexible packages allow you to scale with your success. BoomTown is rated the #1 real estate CRM by users year after year. Flexible packages allow you to scale with your success. You know where you want it to be. We know how to get there. We are a true extension of your team and can respond to prospects in as little as 90 seconds. We nurture them for up one year so agents have transaction-ready leads. You can rest assured that prospects receive the attention they deserve, agents are focused on active buyers, sellers, and this accelerates conversions. BoomTown is the CRM that the best-of-the best use to succeed. BoomTown is the only real estate solution that makes it easy to generate, qualify, manage and convert leads.

LionDesk is a CRM, lead and transaction management system that helps you close more deals faster. LionDesk is ideal for brokers, real-estate agents, teams, lenders, and other professionals. LionDesk can be accessed via native mobile apps for iOS or Android. LionDesk features include task management, transaction management and drip marketing campaigns. LionDesk's CRM functions allow users to manage clients by assigning each client to a team member.

Realvolve, a web-based CRM software for real estate professionals, is perfect for realtors and other real estate businesses. Realvolve allows users to scale, connect, thrive, and grow easily. Realvolve features include task and contact management, property transaction management, as well as connectivity with third-party applications. Realvolve allows users to record each contact’s professional and personal information. Realvolve allows users to set deadlines and capture important dates.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.