Best Real Estate Software for Microsoft Outlook

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!

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

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.

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

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.

Our web-based software is easy to use and features rich. This allows you to automate property management. You will find the following features: Accounting Integration, Online payments, Amenity Bookings, Service Requests, and more. Our web-based software can be used for HOAs, Condos, and other properties. This simple tool will simplify your maintenance and operations, both for property managers and tenants.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

LeadsBridge, an iPaaS platform that enables companies and organizations to improve their omnichannel strategy through the orchestration of their business data, is called LeadsBridge. LeadsBridge is your one-stop shop for all your integration needs. We focus on bridging the gap between advertising platforms, sales funnels, and deliver custom-made integrations based on your business requirements. Companies who want to streamline their advertising activities through integration of the marketing technology stack with Facebook & Instagram Ads and Google Ads, as well as LinkedIn Ads, will find the LeadsBridge platform useful. There are more than +370 integrations available right now. This allows you to connect your chosen software to your advertising platform and seamlessly sync data for your marketing workflows. The main features of LeadsBridge include: - Lead Sync Audience Targeting Online to Offline Tracking - Platform to platform - eCommerce Synchronization Integration of Tailor-Made

Technology solutions aimed at streamlining facility management, cutting expenses, and promoting energy efficiency, ultimately leading to the creation of smart buildings and workplaces. Characteristics: An integrated digital platform merging IoT, IWMS, and analytical capabilities. Workplace experience, analytics and management software. Workplace reservation system. Building maintenance software. Energy oversight driven by AI. IWMS automating facility management tasks using industry standards. Real-time, informative dashboards. Quick setup. Regular automated software enhancements, with updated versions every 2 months. Verified sensor devices. Accessible REST APIs for seamless integration with external software.

It's a worry-free way for you to manage your tenants, properties, collections and operations. You can drive your business with data-driven strategies and powerful analytics. The system gives you real-time data to optimize and manage your performance. You can download the reports you need such as income vs. possible income, late or unpaid rent, projected earnings, and many other reports that will help to manage your business more efficiently. With just a click, you can view real-time reports. Manual reports are gone! To determine the potential revenue from space used, you had to calculate actual income and subtract the discounts in order to get the absolute numbers. Tenants can also download their amenities booking information, reports, and credits from their white-label web app.

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.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

Wave offers a powerful and free accounting solution that simplifies financial management for small business owners. With user-friendly features, this software allows you to link your bank accounts, automatically sync expenses, and keep your books balanced, all while preparing you for tax season. Take charge of your finances today and enjoy a platform designed without the complexities of jargon. Once you create your account, you can quickly set everything up and start using it immediately, anytime and from any location. Your financial data remains accessible and is securely backed up, providing you with peace of mind. Connecting your bank accounts takes just moments, and transactions will be recorded in your bookkeeping without the need for tedious manual entry of receipts. With a clear overview of your financial situation, you can make more informed business decisions. Our comprehensive reporting tools are straightforward to navigate and allow you to view month-to-month or year-to-year comparisons, making it easy to spot cash flow patterns. When your finances are organized, tax season becomes a hassle-free experience, allowing you to focus on growing your business. Getting started with Wave means you’re not just managing your finances; you're empowering your business.

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

All stakeholder engagement activities can be managed from one platform. Additional modules can be added to strengthen governance, environment, and social areas. Borealis' Stakeholder Engagement module gives you the tools to create more effective engagement plans, strengthen relationships with stakeholders, and align processes with industry best practice. To simplify your day, the Stakeholder Engagement module centralizes all stakeholder information and makes it easily accessible. Build stakeholder trust with a proven methodology Plan Connect engagement strategy to execution. The mapping tool in Borealis makes it easy to analyze stakeholders to prioritize the allocation of resources. Engage Communicate with stakeholders in a more relevant and timely manner. Borealis uses AI-driven machine learning to keep records clean and up-to-date. Measure Prove compliance with ever-evolving standards. Borealis lets you easily track and progress, generate reports and documentation, and demonstrate the impacts of your efforts.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

Over 150 real estate brokerages and teams make the switch to dotloop's software every month. Dotloop currently supports more than 9,000 brokerages across the U.S. and Canada and has a near perfect 98% retention rate. A top-rated mobile app with 4.8/5 stars and over 42,000 reviews.

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

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!

Enhance your customer relationships by increasing clarity and efficiency with karmaCRM. This versatile Customer Relationship Management (CRM) platform offers extensive customization options and is equipped with a variety of features designed to boost sales, deepen customer understanding, streamline workflows, and facilitate effective task planning and organization. Among its capabilities are automated templates and reminders, quick access to contacts and their histories, integrated calendars for task management, customizable email templates for mass outreach, and a host of additional tools. With karmaCRM, businesses can not only manage relationships more effectively but also foster long-term engagement with their clients.