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Real Estate CRM Software with Template Management (2026) - Page 2

Last updated: April 2026

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Key features of Real Estate CRM Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Database: Users value the ability to organize, categorize, and track contact information, enhancing communication and follow-ups with clients and leads. 97% of reviewers rated this feature as important or highly important.
  • Contact Management: Reviewers highlight the efficient organization, detailed tracking, and customization options for managing client interactions and maintaining relationships. 95% of reviewers rated this feature as important or highly important.
  • Lead Management: Users appreciate the targeted automation, comprehensive tracking, and reporting tools that improve lead conversion and optimize the sales process. 93% of reviewers rated this feature as important or highly important.
  • Interaction Tracking: Reviewers emphasize the importance of tracking all client interactions, which aids in providing personalized service and monitoring communication history. 90% of reviewers rated this feature as important or highly important.
  • Alerts/Notifications: Users find the timely and customizable alerts and notifications useful for staying informed and proactive with tasks and client interactions. 89% of reviewers rated this feature as important or highly important.
  • Campaign Management: Users appreciate the ability to create, customize, and manage marketing campaigns, which helps maintain client engagement and drive sales. 85% of reviewers rated this feature as important or highly important.
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116 software options

BoldTrail logo

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Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for modern brokerages and teams looking to automate and grow their business.

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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 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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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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JeffreyAI is a sales and marketing automation & acceleration solution that empowers sales leaders to build stronger customer relationships and boost revenue effortlessly.

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Property Shell is a cloud-based real estate customer relationship management (CRM) solution that helps businesses streamline sales and marketing processes.

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RealEstateCRM.io logo

All-in-one CRM and Marketing platform for Real Estate

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Real Estate CRM is an easy-to-use cloud-based real estate software designed for real estate professionals.

It includes all the features you need to manage your listings, sales, marketing and team.

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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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All the tools you need to sell in today’s property market.

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Salefish is a cloud-based real estate agency solution that offers real-time availability, pricing, and secure transactions with KYC functionality. With lead management, pipeline tracking, and cyber security, SaleFish helps businesses streamline sales and grow revenue.

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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.

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

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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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Salesforce Starter logo

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Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲

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Sell.Do is a leading real estate CRM software that provides end-to-end sales and marketing automation solutions.

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Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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Gestim logo

The leading Real Estate CRM in Italy, with over 18k users!

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Gestim is a cloud-based CRM, also know as "Software gestionale immobiliare" that lets users manage properties, leads, appointments and marketing tasks. Everything in a single tool. You can try it now for free, for 30 days!

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Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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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 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

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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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Goliath logo

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Goliath is a real estate CRM that centralizes leads, properties, and conversations. Built-in calling, texting, email, automations, and an AI voice assistant keep follow-ups consistent, prioritize motivated sellers, and help teams close more deals.

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Groove logo

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Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

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Trackxi logo

Real Estate Transaction Management Software

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Trackxi is an AI-powered real estate transaction management software that simplifies deals with visual timelines, automated reminders, customizable workflows, AI document extraction, and seamless collaboration for agents, teams, TCs, and brokerages.

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