If you want to be a successful real estate agent, you will need to do more than just attract leads. You will need to learn how to manage, retain, and convert them into long-term clients.
Doing so, however, can be challenging, especially as you have other responsibilities to attend to. Not to mention, you may be working with different clients at the same time.
That’s why you need customer relationship management or CRM software.
Real estate CRM software is a tool that helps you keep track of all your clients. It also enables automated digital marketing, such as monthly newsletters and client emails.
Many real estate CRMs come with a price tag. However, you can always start with a FREE one.
Today, we will look at 5 of the best free CRM for real estate in 2022. We will evaluate them based on various criteria, including ease of use, features, customer support, upgrade options, etc…
Let’s start!
What are the 5 Best Free CRM for Real Estate?
Here are the 5 best FREE CRM software for real estate agents:
Let’s take a close look at each of them.
Insightly
Insightly is a unified platform that enables you to grow by building lasting relationships throughout the client journey.
Starting with increasing your pipeline to closing deals and staying connected with your clients, Insightly has all the tools you need.
The free plan offers integration with productivity tools, such as Google Workspace, Office 365, Mailchimp, and even QuickBooks.
With Insightly, you’ll also have access to dozens of pre-built templates that allow you to create professional emails and newsletters with ease. What’s more, the CRM has an advanced email builder with drag-and-drop functionality.
Plus, it allows two-way communication with your leads/clients through embedded forms that capture their feedback.
One of the best features of Insightly is its robust analytics. It offers helpful metrics, such as contact, team, and overall opportunity reports. It even has free reporting tools for tracking sales milestones.
Despite offering free software, Insightly only has a few drawbacks.
For one, the free plan is limited to two users only. Not only that, but it does not offer integrations with listing sites and has limited customization options.
However, it packs a ton of great features, which are enough to compensate for its shortcomings.
If not the free version, Insightly has three paid plan options - Plus, Professional, and Enterprise. The monthly fees range from around $30 to $100 per user.
Freshsales is an intuitive CRM that creates a single space for your sales and marketing teams, improving customer experience, quality leads, and ultimately, your business’s ROI.
Freshsales’ free CRM version is deemed one of the best overall due to its simplicity and usability. It even has an official mobile app that is free to use and fairly easy to navigate.
Other basic features of Freshsales’ free plan include telephonic features, email marketing, appointment, and workflow management tool. It captures leads from various website forms and sends them automatically to the client’s database.
However, its biggest downside is that it doesn’t allow integration with real estate listing platforms. And, often, users have a hard time exporting data to a different platform.
Also, the dashboard doesn’t offer many customization options.
While the free version includes limited features, it is available for use to an unlimited number of users.
If you want to avail of more features from Freshsales, its paid subscription plans start at around $15 per user per month.
Agile is the best free real estate CRM for appointment scheduling.
While its no-cost option has limited features, its available tools and resources help agents focus on more important things instead of administrative tasks.
Its stand-out feature is a built-in appointment scheduler that simplifies booking meetings with potential clients.
The free version also includes an email marketing templates builder, as well as social media management features for Facebook and Twitter.
To add to that, it offers a built-in social feature that lets you monitor and schedule posts or tweets. With the free version, you can choose one social widget or add-on to your dashboard.
Another one of the best things about Agile CRM is that it is free for up to 10 users, whereas other free CRMs allow only up to two users per free account.
With Agile, you can also store up to 50,000 contacts. That’s 20 times the number of contacts a free Insightly plan lets you store.
Agile CRM’s free plan’s downside is the lack of telephony features, which are available in other free CRM software. What’s more, Agile can be difficult to operate especially for inexperienced real estate agents.
Agile CRM’s paid plans are some of the most affordable in the market. It has three available options, namely, Starter, Regular, and Enterprise, which cost from around $15 to $80 per person per month.
HubSpot is best known for offering a free plan option that has a plethora of customization options. It lets you customize everything from pipelines to templates.
With HubSpot, you can choose from a total of 80 unique fields when creating a contact’s profile, providing you with an extensive database.
HubSpot also has a variety of other free tools, such as industry benchmark data, website grader, as well as generators for email signature, blog ideas, invoice templates, and marketing plans.
The HubSpot CRM is most useful for performing marketing tasks as it has integration capabilities that help manage ads and forms within the platform.
And, it offers free event marketing tools, including timelines, flowcharts, and user guides for planning meetings or conferences.
The main drawback, however, is that it doesn’t have tools that are specific to real estate businesses. Also, it comes up short on email automation.
Nevertheless, it is an excellent platform for those who thrive on customized communication and improved marketing tactics.
Want even more features? HubSpot for Startups cost between $40 to $90 per month.
The last on our list is RealOffice360, a simple yet innovative real estate CRM that enables agents to manage their businesses efficiently.
This platform allows you to set your goals, organize your database, convert leads to clients, and track your deal flow in just one space. It is easy to use and does not have outdated menus.
From client management, deal tracking, task organizing, and lead generation, RealOffice360 has got you covered. It even has a mobile app available to both Android and iOS devices.
RealOffice360 features an efficient layout that puts everything together in a non-cluttered way.
It has an opportunities tracker that stores your buyers, sellers, and referrals. The platform lets you set up action lists for every deal type and stage. From leads to closings, it tracks all your deal transactions and provides a clear view of your workflow.
While the free plan lets you store an unlimited number of contacts, RealOffice360’s no-cost option has a few drawbacks.
For one, it only offers 100MB of file storage, while the paid plan offers 50GB of data. Also, the MailChimp Email Market Integration and app customization are not available in the free option.
If you want to upgrade to the paid version, the Premium version costs about $20 per month per user.
Conclusion
People say the best things in life are free, and well, the same goes for no-cost real estate CRM.
Without spending a cent on software, you get access to a variety of valuable tools that can help you manage customer relationships wisely.
These free CRM for real estate will provide you with the best resources you can get at absolutely no cost, or at least until you have the budget for paid software.
By using a free real estate CRM, at least during your first few months or year as an agent, your job will be a lot easier, allowing you to focus on other aspects of your business.