Looking for the best real estate CRM software?
You might have heard of Pipedrive already.
It is one of the most popular CRM systems that offer easy-to-use solutions, specifically designed to help small and medium-sized businesses in managing their sales process efficiently.
Although the software was not created for the real-estate industry originally, Pipedrive is recognized as the Best Real Estate CRM Software of 2021 by Digital.com.
So no doubt Pipedrive is a great CRM.
But, is it the CRM for YOUR real estate business?
Let’s find out in this Pipedrive CRM review for real estate. Here, we’ll tell you everything you need to know. This way, you can see if it will fit YOUR needs or not.
Pipedrive CRM Review for Real Estate
To get a quick answer, check out the table below.
|Cloud, SaaS, Web-Based
Mobile – Android
Mobile – iPhone
Mobile – iPad/Tablet
Free Mobile Access
Insights & Reports
Email & Communications
Accessible mobile app with 275+ apps and integrations 24/7 email, chat support, and Help Center
Privacy and security
|Easy-to-use user interface
Accessible Mobile App
Adaptable to real estate needs
|Lacks support for marketing goals
Not designed to efficiently manage transactions
Does not offer brokerage backend support
Few options for automation.
Limited Reporting Options.
Monthly plans start at $15 and goes up to $119
For more details, keep on reading.
Pipedrive CRM Features
As we mentioned, Pipedrive is not designed specifically for real estate.
Despite this, its platform is significantly easy to adapt to in any industry. And is, in fact, highly adaptable to the needs of real estate agents, teams, and brokerage firms.
Let’s look at the Pipedrive features that anyone in the real estate industry will find SUPER helpful:
- Sales Automation – allows agents to get rid of repetitive administrative tasks and learn from AI technology.
- Leads Management – an avenue to get all of your leads organized and directed to your sales pipelines.
- Insights & Reports – offers customized metrics that will help you analyze how your business is doing, as well as measure your performance with your goals.
- Email & Communications – gives visibility and control over your schedule by efficiently tracking all your calls and emails history.
- Accessible Mobile App with 275+ Apps and Integrations – lets you streamline all your processes.
- 24/7 Email, Chat Support, and Help Center – for continuous support for general, technical, and reporting issues you might come across.
- Privacy and security – allow full transparency on when and how your business data is being used.
Pipedrive CRM Pros
Alongside those great features, there are other pros that you can enjoy.
Let’s look at each one.
Real estate agents use CRM to make their everyday tasks easier to handle. If that’s the case, it defeats the purpose if the UI is so complex.
Thankfully, Pipedrive’s dashboard is super easy to use.
Its pipeline view categorizes the stages of your deals and sales. This gives you clear visibility on your sales momentum and priorities, so that you can refocus your efforts accordingly.
It also allows you to effortlessly monitor your sales activities. This way, you’ll be able to manage your tasks efficiently.
Admit it, it’s never easy to keep track and follow up on your potential leads regularly.
Well, Pipedrive has a reliable scheduler that notifies you every time a task is completed. It will then schedule the next task automatically. Follow-ups are created for you through an automated process.
What’s more, it syncs all your schedules from other calendars. You can have them all in one place for easy access and visibility.
Accessible mobile app
Pipedrive has a mobile app that lets you access your deals and contacts wherever you are.
It has a cool feature that alerts you whenever one of your clients is near your location. This way, you can have a quick visit.
You can also take notes on your mobile device during a call or meeting. Or, you can take a picture and store it under a deal or contact.
Image source: https://www.pipedrive.com/en/features
Adaptable to real estate needs
You’ll find that not being bombarded with all the fancy bells and whistles gives a better and smother experience.
As Pipedrive focuses more on developing its CRM system, it makes sure to focus only on what’s necessary.
And the great thing is that those necessary features are also very adaptable to real estate needs.
For example, its email integration is a handy feature that allows you to connect your contacts to your most recent email. With this, you can conveniently track your latest communication.
Pipedrive CRM Cons
As with all CRMs, not everything about Pipedrive is good. It has its fair share of pitfalls.
Here are the cons to Pipedrive CRM:
- It lacks support for marketing goals
- It’s not designed to efficiently manage transactions
- It does not offer brokerage backend support
One thing you should note before getting this CRM is that – Pipedrive is not a marketing platform, it’s just a CRM!
So if you’re looking for marketing support that’s included in other CRM systems, Pipedrive might not suit you.
One of the biggest cons is probably its limited reporting options.
Sure, Pipedrive’s reporting is insightful and can help you visualize your sales landscape in real-time. However, its reporting option is a little limited.
So if you’re looking for advanced reporting to determine things like retention rates, you won’t find it, at least in its basic plans.
Pipedrive CRM Pricing
Pipedrive offers 4 plans that cater to different business sizes and needs. Here are the different plans:
- Essential Plan is best for starters who need to organize and streamline their business
- Advanced Plan is recommended for growing businesses looking for reliable and effortless automation
- Professional Plan is for established businesses looking for advanced analytics to optimize their business’s performance and increase revenue
- Enterprise Plan is for large businesses in need of seamless multi-team collaboration with unlimited customization and support
Below are the pricing details along with the features included in each plan:
Lead, deal, calendar, and pipeline management
Simple data import and easy customization24/7 support and 275+ integrations
|Essential Features +
Full email sync with templates and scheduling
Group emailing plus open and click tracking
Workflow builder with triggered automation
|Advanced Features +
Upgraded reports and visual dashboards
Revenue forecasts and win projections
Document and contract management
|Professional Features +
Unlimited user permissions and teams
Tailored security settings and preferencesImplementation program and phone support
No feature usage limits
Note: all plans include a Free 14-day trial.
If you want, you can purchase Pipedrive’s LeadBooster add-on. This lets you get more leads using a powerful and easy-to-use lead generation toolset.
This add-on includes:
- Live Chat
Monthly Pricing: ($/Company/Month): $32.50
Annual Pricing: ($/Company/Month): $39
Another available add-on for purchase is its Web Visitors add-on, which allows you to identify which organizations are browsing your website, how they found you, what they engaged with, and how long they stayed.
Monthly Pricing: ($/Company/Month): $41.00
Annual Pricing; ($/Company/Month): $49.00
Overall, Pipedrive CRM is a reliable software that will give you clean and simple contact management solutions.
It does the job of making your daily tasks easier to manage perfectly well. And, it has its fair share of automation features.
However, if you need additional support for your marketing goals, transaction management, and brokerage backend support, you might want to consider other options.
So it Pipedrive the CRM for you?
Only YOU can answer that.
We hope that this Pipedrive CRM review for real estate has helped you make the best decision.