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

Last updated: April 2026

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50 software options

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

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Zoho CRM logo

Customer relationship management solution

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Real estate CRM software for accelerated sales. Built for real estate agencies of all sizes, Zoho CRM offers the cutting edge sales process management, property management, and automation needed for sales agents and brokers to win more deals.

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Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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Bigin is crafted to meet the unique needs of real estate professionals and offers essential features to run your business. Features such as multiple pipelines, multi-channel communication, analytics, and customizable dashboards, enables real estate agents to efficiently build client relationships.

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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

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VobeSoft logo

No-code Business Software

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VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

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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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Quickbase logo

Dynamic work management and project platform

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Quickbase is a low-code application platform for dynamic work and complex project management. It allows teams to build custom applications without extensive coding, connecting information, processes, and people across business functions. It offers solutions for project management, resource optimization, workflow automation, and field service management, with features like integrations, mobile access, and real-time insights to help organizations manage work from start to finish.

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Juniper Square logo

A universal system for private investment partnerships.

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CRM designed specifically for real estate investment firms, that is integrated with your partnership accounting, investor reporting, and investor portal workflows

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LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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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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Rent Manager logo

Property management software

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Rent Manager is a property management software that combines all the features needed to run a business into a single integrated platform. Exceptionally customizable and ideal for properties of every size, Rent Manager provides a complete accounting system, robust reporting capabilities, and intuitive marketing and leasing tools to help streamline day-to-day operations and simplify property management.

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Sprinklr logo

Social media management, analytics & strategy planning.

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Sprinkl offers social media management products to help brands improve their presence on social media, increasing engagement, improving insight and becoming more strategic. It is a social experience management platform with a suite of apps to ensure brand consistency among customers and staff.

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Rentvine logo

Cloud-based property management software

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Rentvine is the fastest-growing property management software for single-family rentals. We deliver the best trust accounting in property management, plus leasing, maintenance, CRM, and owner reporting all in one modern, AI-connected platform built for growth.

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RealPage logo

Property management solution for medium to large businesses

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RealPage is a cloud-based property management solution designed to help medium to large businesses organize and store electronic records, compliance documents, service requests, and digital assets. The platform offers forms, reminders, standard reports, and other customizable functions.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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A 100% smart SaaS-based, Robust, Scalable, Economical, & Fully- Featured platform with CRM, ERP, HCM, Project Management, Helpdesk solution, sales automation solution with built-in integrations available at $99/month for Unlimited Users.

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Airtable logo

AI-Powered, No-Code App Building Platform

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Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

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Hemlane logo

All-in-one leasing and property management solution

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Oversee, organize, and market long-term rental properties securely with Hemlane’s cloud-based real estate management software for owners and managers.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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Lime CRM logo

A visual and user-friendly CRM customised to your needs

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Lime CRM is a customer relationship management (CRM) software that helps you keep all your customers, deals and campaigns in one place. With integrations to your other IT systems, Lime CRM gives you with the tools to provide exceptional customer experiences. Hosted or on your own server.

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Apptivo logo

CRM solution for managing customer accounts

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Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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ResMan logo

Cloud-based property management software

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ResMan simplifies multifamily & affordable housing management. Effortless finances, seamless engagement, robust marketing, and compliance made easy. User-friendly interface, real-time insights, unparalleled support. Elevate your property management experience. Choose ResMan today.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is an easy to implement real estate CRM tool that helps you focus on the activities that drive deals to close.

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Leadrat logo

Real estate CRM software

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Leadrat is a customer relationship management software designed for real estate professionals to manage leads, properties, and sales processes. The platform offers centralized lead management from multiple sources, automated lead distribution, property listing management, and team performance tracking. It includes features such as goal setting, performance analytics, third-party platform integration, appointment scheduling, and document management to streamline real estate transactions.

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