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Real Estate CRM Software with Role-Based Permissions (2026) - Page 2

Last updated: April 2026

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Less Annoying CRM logo

Less Annoying CRM

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

Zoho CRM

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

Bigin by Zoho CRM

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

Daylite for Mac

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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8020CRM logo

8020CRM

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Smarter, Faster, and Built for Real Estate Success.

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8020CRM Salesforce-powered CRM for real estate pros. Features include MLS integration, skip tracing, RAIN AI for lead scoring, and 8020MAPS for market insights. Automate workflows, track properties, and manage deals—all in one powerful platform designed to help you scale and close more transactions.

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iSite logo

iSite

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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Salesmate logo

Salesmate

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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Rentvine logo

Rentvine

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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Leadrat logo

Leadrat

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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vcita logo

vcita

Appointment scheduling and reminder solution

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vcita provides small businesses with a 360 degree view of their client interactions, client scheduling, reminders, payments & follow-ups.

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iSite Lite logo

iSite Lite

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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Pipedrive logo

Pipedrive

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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OnePageCRM logo

OnePageCRM

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Airtable logo

Airtable

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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Intercom logo

Intercom

AI-powered customer service with helpdesk

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Intercom Customer Service Suite combines an AI agent called Fin with a helpdesk platform designed for customer service operations. The platform includes features such as omnichannel communication across phone, email, and live chat, an AI-enhanced inbox, ticketing system, and a knowledge hub for centralizing support content. Fin uses a patented AI architecture to resolve customer queries and can be trained on company procedures and policies for deployment across multiple channels.

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Hemlane logo

Hemlane

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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Dealpath logo

Dealpath

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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MadeMarket logo

MadeMarket

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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Clientify logo

Clientify

All-in-one Communication, Sales, and Marketing platform.

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Clientify is a CRM and digital marketing platform that helps companies manage contacts, automate sales and campaigns, and improve customer relationships. It is designed to optimize business processes and increase the productivity of the sales, marketing and comunication teams.

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VobeSoft logo

VobeSoft

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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Upnify CRM logo

Upnify CRM

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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Zenith CRM logo

Zenith CRM

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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Sprinklr logo

Sprinklr

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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Capsule logo

Capsule

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Juniper Square logo

Juniper Square

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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