Best Real Estate CRM Software for Microsoft 365

Lofty, formerly Chime, is a platform that combines a powerful AI-powered CRM with popular tools such as our Dynamic CMA, automated social media marketing, and a stunning IDX website. It's known for its ease-of-use. Our intuitive system is designed from the ground-up for real estate professionals who want to drive more leads and close them. No matter how long your agents have worked in the industry or their level in technical skills, they can easily use Lofty to generate results. Want an AI assistant who engages with leads 24/7, and learns from its interactions? We have that. Want a geo-farming tool that will help you find those hard-to locate seller leads in your neighborhood? We have that (it's already built-in). Want award-winning software that understands the way teams work and helps you stand out in the competition? We have all of that and more. Want to close MORE deals FASTER? Lofty is here!

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

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.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

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.

All-in-one property management software that helps property managers and owners make more money, get organized, and grow. Simplify property management with easy-to-use, secure, and reliable software. With cutting-edge technology, world-class support, and free educational resources, DoorLoop empowers you to grow personally, professionally, and financially.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

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.

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.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Qobrix is the leading software for real estate. It helps you to capture, interact with and convert leads into sales. A powerful CRM system, innovative client portals, and a bulk landing page creator will all be available to you. Qobrix allows you to easily manage property listings while providing support to partners with advanced marketing tools and clients with quick access the information they need.

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.

CRM Pro is a real-estate CRM software that allows users manage their customer relationships, get organised, and generate leads. CRM Pro is easy to use and allows users automate manual administrative tasks so they can focus on strategic activities. CRM Pro's customer relation management feature allows users to build more relationships and nurture those they already have. CRM Pro allows users to track the history of messages.

Never lose another lead in real estate. Automatically import and distribute leads. More than 200 sources. With 24/7 follow-up, agents can turn leads into clients. You can instantly assign leads to agents, respond immediately to new leads, and send reminders and notifications to agents. Inbound calls and new leads from listings or your website are automatically received and put into Action Plans. Instant lead speed is achieved by sending out emails and texts. Log in and click on the "tasks” button. You can see the tasks for the day and then check them off one by one. Next, respond to all emails, voicemails, and missed calls in one place. You can review the active clients, pending customers and top clients. You can identify the clients that you need to contact. Text them. Go to lunch. Între appointments and showings, respond quickly to push notifications, send text messages, make contact notes, and redistribute leads.

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.

Organize. Automate. Convert. LeadSimple CRM is for professional property managers to grow. To ensure that every lead is followed up, you must document, automate, and follow a clearly defined sales process. You need sales processes and templates? LeadSimple offers professional PM Owner sales workflows. LeadSimple tracks all communication (calls and emails as well as text messages) so you and your team have the context you need. All of your leads can be imported into one system, so that everyone can work together and no lead is lost. You can get closer to closing the deal by following-up with new leads almost immediately via SMS and phone calls. You can use a robust set reporting on agents, marketing and growth to help you make data-driven decisions. Expert consultants will help you build your sales strategy, hire and onboard the next BDM, and give access to ScaleClub, the ultimate sales mastermind.

Rechat lets members create a variety beautiful marketing pieces, from property websites, to email announcements and social stories, to open house sign-in sheets, and more. Rechat allows for complete customization. Rechat provides a wide range of DIY tools to agents, and automates much of their day-to-day work. Rechat offers tools to brokerage admins that can help agents. Rechat is directly integrated with Instagram. This allows members to easily create, customize and share their social media posts. Rechat allows users to add captions, hashtags, and schedule their posts to Instagram directly. Rechat allows members to save time and money because they can not only design emails, but also send them out to their intended audience. Rechat allows you to send emails to personal contacts, brokerage contacts or cooperating brokers using our proprietary AI-powered agent networks tool.

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.

Your real estate brokerage CRM should have the most useful features for you. This will allow you to manage your leads and help you succeed. It is not surprising that only 10% of REALTORS use the CRM provided to them by their company. Many CRM products for real estate brokerage are too simple or too complicated and aren't tailored to the needs and workflows specific to each company. As with all our products, TRIBUS conducts extensive user testing of the Customer Relationship Management tool. To gain insight from executives, staff and agents, our product team meets regularly with them. They ensure that the products we provide are easy to use and can be adopted. Our user experience team meets regularly with clients to ensure that our custom brokerage CRM tools are simple to use by staff and agents.

Our proprietary growth efficiency and intelligence platform (GEI) keeps you and your staff focused on the daily actions and decisions needed to move your business forward. A customizable dashboard keeps your mission-critical KPIs in front of you, backed up by the business intelligence that you need to make good decisions. Add additional tools to your Telagus platform. Select and turn on the tools you need from our platform. Nurturing and marketing your prospects and clients lists will increase sales and revenue. Includes auto-responders, email templates and form builders. Our project management, task and collaboration tools allow you to manage and control your team's and individual's workflow. Track key tasks, assign collaborators and more.