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Real Estate Agency Software with Role-Based Permissions (2026)

Last updated: April 2026

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14 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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monday.com logo

Project management software

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monday.com is a visual Management software for real estate that will help you and your team collaborate and achieve more together.

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Pipedrive logo
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Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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Wrike logo

AI powered workflow management platform

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Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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Buy or sell homes faster than anyone else with Keap.

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Flipsnack logo
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Create magazines, catalogs, brochures and other publications

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Flipsnack is an online, browser-based publishing tool used by people all around the world to create and publish digital catalogs, magazines, brochures, portfolios, reports, photo albums, newspapers, and many other types of publications

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Marq logo
Category Leaders

Build on brand

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Marq integrates brand guardrails into customizable templates, enabling teams to create, localize, and publish on-brand content at scale.

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Floorfy logo

Automatic 3D tours, floorplans & more for estate agents.

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Software for real estate agents, that automatically generates 3D virtual tours, floorplans, immsersive video-calls and live Open House events.

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NexOne logo

Real estate software for realtors and brokerages

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NexOne is a comprehensive real estate software designed for realtors and brokerages. It offers a suite of essential features, including electronic signatures, cloud-based document management, transaction management, reporting, and accounting, all in one seamless platform. NexOne helps streamline operations and enhance productivity, empowering real estate professionals to focus on growing their business.

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Dealpath logo

CRE's MOST TRUSTED deal management software

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Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

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iSite logo

Complete visibility and control of your Properties & Assets.

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iSite is a cloud-based, configurable asset management platform, bringing together properties, assets, leases, maintenance, projects, and more. With powerful reporting, mobile access, and seamless integrations, iSite provides a single source of truth to optimise operations and drive efficiency.

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iSite Lite logo

Web-based real estate property and asset management software

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iSite covers property, assets, facilities, projects, and programs management and combines data to deliver real-time insights. Key features include CRM, billing & invoicing, data capture & management, referral & activity tracking, client & task management, tenant portal & tracking, file sharing, and more.

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DGRNTE logo

Cloud-based property management platform

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DGRNTE is property management software that offers integrated solutions for landlords, managers, and tenants.

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8020CRM logo

Smarter, Faster, and Built for Real Estate Success.

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8020CRM is a real estate agency CRM built on Salesforce, offering MLS integration, AI-powered automation, and lead tracking. Features like 8020 MAPS for market insights, Lightning Forms for fast data entry, and bulk messaging help agents and brokers scale operations and close deals efficiently.

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