Best Real Estate Software for QuickBooks Online

BoldTrail stands out as the top-rated real estate platform designed to elevate your brokerage through cutting-edge technology that your agents will find both useful and enjoyable. You can highlight your distinctive brand with tailor-made websites that cater to your company, each office, and individual agents. Enhance lead acquisition by offering a modern, portal-like search experience for consumers, complete with smart behavior tracking. With hyper-local area pages, home valuation options, and rich lifestyle data, clients will continue to engage with your brokerage, recognizing you as the local authority. The platform features the most comprehensive lead generation tools available, enabling brokerages, teams, and agents to successfully attract new business regardless of their financial constraints. Additionally, empower your agents to swiftly generate free leads using our user-friendly landing and IDX squeeze pages. You can further increase lead quality while reducing costs through the in-house tools integrated into the platform. Expand your lead sources with automated social media postings, integrated advertising on Google and Facebook, custom text codes, and much more, ensuring a diverse and effective approach to lead generation. As a result, BoldTrail not only enhances the capabilities of individual agents but also strengthens the overall potential of the brokerage as a whole.

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.

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.

Visual Lease is the most popular lease accounting and management software. It simplifies compliance with ASC 842 and IFRS 16. Visual Lease's powerful platform is built with years of embedded knowledge, including from top lease experts and CPAs. It can support any size or type lease portfolio. Visual Lease is committed to providing top-notch customer service and offers in-house training, implementation, and support.

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.

More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. TopBuilder is quickly becoming the go-to tool for construction software. Services offered by TopBuilder specialize in helping contractors, construction companies, and home builders build highly effective, data driven marketing campaigns. The tool was custom built with the construction industry in mind and offers a suite of features that are essential for success in today’s market. Your decisions are only as good as your data. Many construction companies struggle to get full value from their data. Data sources may be scattered across the company, the cloud, and third-party applications, requiring tedious effort to collect and consolidate. A lack of tools and skills makes it difficult to draw meaningful, actionable insights from raw data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.

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.

HOA Tracking Database Software™, the best desktop HOA management software for Windows. Manage properties/units, dues and violations, communications, work orders, and more. For direct mailing, create professional billing statements. Ensure compliance with CC&R by using precision tracking and follow up. You will save time and money by creating a fully customizable database.

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

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.

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.

HOA Central is an innovative cloud-based platform designed to consolidate all essential tasks for homeowners associations within a single, secure environment. It enables boards and managers to process assessments, fines, and amenity fees online, seamlessly syncing this data with QuickBooks while providing real-time dashboards to monitor budgets and outstanding payments. With mobile capabilities, staff can quickly capture images, issue violations, and document corrective actions within moments. Tailored workflows efficiently manage maintenance requests, violations, and architectural change proposals, complete with service level agreement timers and real-time status updates. Residents benefit from a personalized web portal and mobile application for making payments, submitting requests, RSVPing for events, and receiving immediate notifications via email, SMS, or push alerts. The platform includes integrated e-voting and proxy collection features that comply with state laws and showcase live results during virtual meetings. Additionally, it offers unlimited document storage to keep bylaws, meeting minutes, and resale packages systematically organized while ensuring version control is maintained for all documents. Overall, HOA Central streamlines the administration of homeowners associations, enhancing communication and efficiency for both boards and residents alike.

HES LoanBox empowers lending businesses with a fully digital, customizable lending ecosystem that automates complex processes from onboarding to collections. Lenders can deploy online applications, borrower portals, and mobile apps that allow customers to manage loans, payments, and documents without visiting a physical branch. The platform accelerates credit decisions by combining AI-driven scoring, machine-learning risk detection, and instant KYC verification. With built-in workflows, role-based permissions, and e-signature support, LoanBox reduces manual workloads and enhances operational transparency. Real-time notifications, payment schedules, and unified borrower profiles help maintain customer engagement and reduce delinquency rates. Loan officers benefit from smart task management, automated calculations, and detailed reporting tools that support data-driven decisions. HES LoanBox integrates effortlessly with payment providers, third-party services, and financial tools to extend functionality without disrupting existing systems. Designed for alternative lending, POS finance, SME lending, auto loans, and microfinance, it adapts to a wide range of business models.

BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience. Key features of BoldTrail include: - Transaction Management - Commission Automation - Accounting - Agent Management - Reporting and Analytics Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes: - Expert and Responsive Customer Service - Integration Marketplace along with an Open API - Organized Implementation Strategy - Comprehensive Product Documentation - Availability of Professional Services This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.

Trusted by thousands, Operto Teams (formerly VRScheduler) puts everything you need to get your vacation rental, hotel or cleaning service work done in one place. It's the calm, organized way to manage your cleaning and maintenance staff. Operto Teams has the best feature set on the market. Property Management Software Integration - Operto Teams communicates directly with over 40 PMS through API to gain access to property and booking information. The administrative dashboard is a top-level view of issues and tasks to know immediately, from anywhere, what needs attention. The Drag and Drop Staff Scheduling allows you to quickly adjust staff assignments and dates with the visual scheduling tool. The QuickBooks integration includes pushing Billing and Payroll (Time Tracking) information into QuickBooks. Versions supported: Quickbooks Online, Quickbook Desktop Enterprise, Quickbooks Desktop Pro. With Time Tracking, you can track staff hours per day and tasks. Auto-create tasks for each new booking based on custom rules. Set unlimited rules based on check-in, check-out, mid-stay, mid-vacancy and on a set schedule. Assign default staff and estimate time to complete.

Built for home inspectors — and with over 20 years in the industry — HomeGauge provides everything you need to manage, market, and grow your home inspection business. You'll get: Desktop Inspection Report Writer Mobile HomeGauge Companion App Online Scheduler Dashboards (Buyer, Agent, & Inspector) Payments & Agreements (very low fees!) Forms & Templates (included!) CRL (create request list) Homebuyer PLUS (buyer dashboard benefits) US-Based Training & Support We also offer custom websites and SEO for home inspectors!

Rentec is a cloud-based Property Management System that allows private owners to manage their real estate and tenants. It handles all aspects of billing and invoicing, credit checks, late fees calculation, rent tracking, and late fee calculation. The Tenant portal allows users to send messages, request receipts and pay rent. The Owner portal offers a more detailed view of Expenses, Insurance and Vacancy Tracking. It also provides management for Leases and Tax, Tenant Database and Website updates.

STRATAFOLIO, a web-based software application, is designed for people who manage their real estate assets via QuickBooks. It's a tool that streamlines operations, improves profits, and reduces manual work. Financial Management: Real-Time Data with QuickBooks Sync - A consolidated view of all financials for your entire portfolio -NOI -Cash Flow -Operating expenses Identify trends and patterns in spending at a glance Asset Management - Unify your properties under one umbrella - Consolidated view on asset value Track purchase dates and prices Operations Management: - Automated Alerts For Lease Management (Lease Escalations & Expiring Leases). - Rent roll export - Manage maintenance requests and work orders - The easiest CAM reconciliations you'll ever make! Investor Management - Investor specific Dashboard Login to read-only investors to get rid of the need for mailed reports Track cash on cash returns - Build confidence with investors

Concierge Plus for Resident Experience Management Our property management platform makes it easier for security companies and property managers to manage their properties. It increases efficiency, improves resident service, automates administrative processes, and makes your condo or HOA run more efficiently.

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.

myCiti is an IT company that provides a common unified software platform for managing any commercial or residential society. Our solution includes software, hardware, and services. We aim to digitize, automate and simplify all aspects of society management and its peripheral processes. Our Solutions are spread across all types of Management & Daily Operational Processes within a Society like (Visitor Management, Parking Management, Complaint Management, etc..), Staff Management (HR, Payroll, Attendance etc..), Accounting Solution(Maintenance, Collection, Audit, Filing, etc..) , Security Solutions (Gate Pass Solution, Panic Sirens etc..), Automation Solutions (Home Automation, Intelligent Lighting etc..)

Agents get 54% more business on average. A CRM can help you grow your business by keeping you organized, increasing productivity, and strengthening your relationships by focusing first on your spheres of influence. MoxiEngage was designed for real estate agents. It fits in with the way you do business. Contacts are synced between MoxiEngage devices and your devices. Lead nurturing and sales flow zones make it easy to segment and monitor your business. A robust goal setting structure makes agents 54% more productive.

Avalara offers a robust and scalable cloud-based platform designed specifically for sales automation and tax compliance needs. This comprehensive solution caters to businesses that require precise sales tax calculations while adhering to a myriad of sales tax regulations. Among its premium offerings, Avalara provides features such as VAT calculations, filing of returns, integration with POS, CRM, and CMS systems, as well as management of exemption certificates, among others. By choosing Avalara, you can simplify the management of tax compliance, enhance accuracy, and seamlessly integrate it into your existing business infrastructure with just a few easy steps. Share the ERP, e-commerce platform, or accounting software you utilize and explain your current tax management process. Embrace a solution tailored to your business requirements today, ensuring you're well-prepared for any regulatory shifts that may arise in the future. This proactive approach will not only streamline your operations but also provide peace of mind as regulations evolve.

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!