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Real Estate CRM Software Integrated with PandaDoc (2026)

Last updated: April 2026

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14 software options

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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Salesforce Starter logo

Salesforce Starter

Customer relationship management tool for SMBs

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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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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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monday CRM logo

monday CRM

Customer relationship management solution

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Use monday CRM to run all your real estate processes, simplify client management, track listing statuses, keep agents aligned, and automate workflows. This customizable no-code software also lets you integrate existing tools, centralize data, and communicate in real-time - all in one place.

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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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Freshsales logo

Freshsales

Sales management solution

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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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Lofty logo

Lofty

AI-Powered Real Estate CRM & lead generation software

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All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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Close logo

Close

The conversation-first CRM for small, scaling sales teams

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Close bundles a powerful dialer and SMS into the CRM—ensuring you always reach buyers exactly where they are. Send new leads directly into Close so you can follow up fast. Whether you get 10 or 10,000 leads per day, now your team can handle them all.

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Nimble logo

Nimble

Contact management & social relationship solution

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Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

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GreenRope logo

GreenRope

CRM solution for sales, marketing and operations

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GreenRope is a platform that helps you manage your real estate business with integrated tools for email marketing, landing pages and web forms. You can use automation to send personalized messages and reminders based on criteria and triggers, optimize your campaigns with real-time analytics.

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Copper logo

Copper

The CRM designed for Google Workspace

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Copper is specifically built for Google Workspace (formerly G Suite), so you can easily manage and market new listings, drive traffic to open houses, and nurture repeat clients right from your inbox, especially while you're on the go.

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Spotler CRM logo

Spotler CRM

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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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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HubSpot CRM logo

HubSpot CRM

CRM and lead management solution

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HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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