Best CRM For Real Estate Investors [11 Top REI CRMs]

Published on February 3, 2023

Best CRM For Real Estate Investors

Best CRM For Real Estate Investors

Real estate is a competitive industry, and having the right tools can make all the difference in your success as a real estate investor. One of the most important tools in your arsenal is a CRM.

Choosing The Best CRM For Your Business There are so many options that can be overwhelming. Thankfully, this list has some of the best CRM tools for investing, so you don't have to stress about it!

What Is a Real Estate CRM

Real estate professionals use a real estate CRM (Customer Relationship Management System) to store, manage, and analyze customer data. It helps them stay organized, track leads, and nurture relationships with potential and existing clients.

CRM for real estate provides a comprehensive view of each contact's history, from initial contact to closing a deal.

Agents and investors can use the system to store the contact information of motivated sellers and buyers, track lead sources, set up automated email campaigns, log conversations, and send personalized messages.

The system helps agents, investors, and real estate wholesalers manage their leads and leads pipeline, allowing them to prioritize tasks and stay on top of their contacts.

What Is a Real Estate CRM

CRMs for real estate also provide powerful analytics and reporting features. Agents can use these to gain insights into their leads and performance, identify trends and opportunities, and make smarter decisions.

Common Real Estate CRM Features

1. Contact Management

The most basic feature of any CRM is the ability to manage your contacts. This includes storing information like names, phone numbers, and email addresses and organizing them into different categories.

This might mean separating leads and current and past clients for real estate investors.

2. Property Management

Many CRMs for real estate investors also include tools for managing your properties. This might include storing information like the address, square footage, and purchase price of a property and tracking things like rental income and expenses.

3. Lead Management

A key feature of any Real Estate CRM is the ability to manage leads. This might include capturing leads from your website, social media, or other sources and then organizing them into different categories based on their level of interest.

Some CRMs also include tools for sending automated follow-up emails and tracking the effectiveness of your lead-generation efforts.

4. Task Management

Real Estate investors need to keep track of their to-dos to stay organized. Many CRMs include task management features that allow you to create and assign tasks to team members, set reminders, and track progress.

5. Communication

Good communication is essential in Real Estate. Many CRMs include built-in email and text messaging capabilities, so you can easily communicate with your leads, clients, and team members.

Some CRMs also include tools for creating and tracking contracts and other legal documents.

6. Reporting

To understand how your business is doing, you need to be able to track and analyze key metrics. Many CRMs include reporting features that allow you to generate detailed reports on lead generation, investment management, and financial performance.


7. Mobile App Access

In today's fast-paced world, it's important to have access to your CRM data on the go. Many CRMs now have mobile apps that allow you to access your data from your smartphone or tablet.

8. Accounting

Other real estate CRMs offer basic accounting capabilities such as tracking income and expenses, managing invoices and payments and generating financial reports.

This can help real estate professionals stay organized and on top of their financials, allowing them to focus on growing their businesses and serving their clients.

Also, many CRMs for real estate integrate with popular accounting software, making it easy to sync financial data and streamline the accounting process.

Why You Need CRM for Your Real Estate Investing Business

When running a successful real estate business, there are many things to keep track of. Keeping everything organized, from client information to leads, appointments, and transactions, can be hard. That's why you need the best real estate CRM.

Here are the benefits of using a CRM tool and how it can help you take your business to the next level.

1. Keeps All Your Real Estate Business Information in One Place

CRM software allows you to store all your client information in one central location, making it easy to access and update when needed.

This means you'll never worry about losing important client details or searching through multiple sources to find what you need.

2. Enhanced Customer Service

CRM software lets you easily track your client's preferences, needs, and communication history. This allows you to personalize your interactions with them and provide better service.

This helps you stay on top of customer needs and build better relationships.

Plus, with features like email marketing, social media integration, and marketing automation, it's easy to keep your clients informed about new properties, changes in the market, and other important information.

3. Helps You Prioritize Your Leads

With a CRM, you can easily identify which leads are ready to buy or sell and which need more nurturing. This allows you to focus your efforts on the most promising leads, which can increase your chances of closing a deal.

4. Increases Productivity

A CRM can automate tasks that would otherwise take a lot of time, such as scheduling appointments and sending lead follow-ups. This allows you to focus on other important aspects of your business, such as finding new leads and settling deals.

5. Provides Valuable Insights

A CRM can help you track your performance, identify which marketing strategies are working, and even predict future trends. This allows you to make informed decisions about your business and adjust your approach as needed.

6. Increased Profitability

By streamlining your operations and providing better customer service, a CRM can help you increase profits. You can save time and money by automating many of the processes of running a real estate investing business.

15 Best Real Estate Investing CRM

1. Go High-Level

Go High-Level

GoHighLevel is a top CRM solution that can benefit real estate investors. This all-in-one tool streamlines the lead-to-customer conversion process by automating workflow and increasing visibility and functionality.

One of the standout features of GoHighLevel is the ability to create custom landing pages and websites directly within the platform. This is particularly useful for real estate investors as it allows them to showcase their properties and services to potential buyers easily.

Additionally, the platform seamlessly integrates these pages into a sales funnel, which can be replicated for new clients in the same niche.

Another key aspect of GoHighLevel is its automation features. Real estate investors can use the platform to automate custom workflows, including calendar bookings and appointments. This not only saves time but also increases efficiency.

GoHighLevel also has a whitelabel services team that can assist real estate investors in building out full marketing automation, creating funnels, and providing consulting and account management.

2. REI Blackbook

REI Blackbook

REI BlackBook is a CRM software for real estate wholesalers and investors that assists in streamlining their processes.

It aims to provide property professionals with powerful contact management, lead generation, and integrated marketing features to help them build their wholesaling real estate business.

The software's contact management can seamlessly integrate your website and phone system, automatically creating a record for new leads and allowing you to continue tracking them through the CRM.

This eliminates the need for manual note-taking or follow-up on website-generated leads.

REI BlackBook's advanced tagging feature allows users to easily sort through their contacts and segment out specific groups to create targeted lists. The software also allows users to sort through contacts using data points such as date created and geographic location and offers unlimited custom fields.

Another feature of REI BlackBook is the property pipeline, which serves as a virtual filing folder for important documents, contracts, photos, and more. This feature keeps all property-related information in one convenient place and easily accessible.

REI BlackBook also offers sales and marketing tools, including a visual workflow builder to create customer experiences that close more deals and automation for personalized follow-up via text, email, or ringless voicemail.

3. ProspectBoss


ProspectBoss is a comprehensive CRM designed to help real estate businesses increase sales and productivity. The web-based platform includes various features to help any real estate investor or wholesaler target and engage potential clients.

One of the key features of ProspectBoss is its patented Call Strike Technology, which filters out busy, disconnected, and no-answer calls, allowing investors and agents to focus on the most likely interested leads in their products or services.

ProspectBoss also includes a variety of online consumer forms, which can be used in creating custom workflows, lead capture, and managing incoming requests. This allows businesses to quickly and easily gather information from leads and clients and use that information to create targeted, effective sales funnels.

In addition to its lead generation and CRM features, ProspectBoss also includes a variety of email marketing tools, including drip campaigns.

This allows businesses to send targeted, automated emails to leads and customers over some time. This allows businesses to stay in touch with leads and clients even when they cannot speak directly, increasing the chances of closing deals.

4. Pipedrive


Pipedrive is a simple-to-use CRM software for real estate investors. Pipedrive can help you save time and increase revenue by keeping track of your deals on the go.

One of the key features of Pipedrive is its ability to create custom workflows. This allows you to easily keep track of the different stages of your deals and quickly move them along the sales funnel.

A great feature of Pipedrive is its ability to record and organize buyer and seller data automatically.

It's easy to input contact details, communication, and activity automatically, saving you time and allowing you to focus on securing deals or nurturing potential buyers.

Pipedrive also provides customer insights, allowing you to access relevant notes in just a few clicks to deliver a truly personalized service to your clients.

This real estate CRM also includes automatic messages, reminders, and other email marketing capabilities, making it easy to nurture new leads and ensure no contact gets forgotten.

Also, Pipedrive offers in-depth deal analysis, allowing you to see exactly what's working and isn't in your sales process.

5. REISimpli


REIsimpli is a CRM for real estate investors that offers a wide range of REI web tools to help real estate agents and investors manage their businesses efficiently and effectively.

This REI CRM is designed to be an all-in-one platform allowing a real estate investor to manage communications, files, tasks, marketing, leads, and finances from a single app.

One of REsimpli's key features is its integrated marketing capabilities. The software includesautomated marketing campaigns that include emails, texts, and more, which can be customized and scheduled in advance.

It also offers more than 90 built-in templates for sending direct mail campaigns and the ability to upload your designs.

This real estate CRM also provides revenue tracking and key metrics from marketing efforts so that users can identify low performers and home in on their most profitable marketing efforts.

REsimpli also offers several built-in services and templates, such as a built-in phone system, e-sign service, skip tracing, list stacking, and a "driving for dollars" feature.

6. Zoho


Zoho CRM is a good real estate investor CRM software for real estate professionals. Whether you're a solo real estate agent or part of a larger team, Zoho CRM has something to offer for every size of real estate business.

One of the standout features of Zoho CRM is its lead management capabilities. The software makes it easy for real estate investors to track and nurture leads from initial contact to closing the deal.

By automating many of these tasks, such as sending follow-up emails and scheduling appointments, agents can focus on what they do best - selling properties.

Zoho CRM also offers property management capabilities. This real estate CRM allows agents to keep track of all their listings in one place, making it easy to find the perfect property for a buyer or tenant.

Additionally, property owners can use Zoho CRM to manage their rentals and track lease renewals and other important details in the real estate industry

7. iHomefinder


iHomefinder is one of the best real estate CRMs widely used by agents, top investors, and the broader real estate community.

One of the standout features of iHomefinder is it is simple and easy to use yet offers all of the basic features that most individual agents and investors need. This includes tracking leads, managing contacts, and monitoring lead activity, all of which are essential for managing the sales process.

Another notable feature of iHomefinder is its MarketBoost reports, which provide valuable market statistics and reports that can be used to nurture leads and gain a deeper understanding of local market trends.

This is particularly useful for investors looking to stay ahead of the curve in the real estate investing business.

iHomefinder also offers a mobile app, which enables real estate investors to access their leads, manage contacts, and monitor lead activity on the go.

8. Real Geeks

Real Geeks

Real Geeks is a website builder and real estate CRM that offers a comprehensive solution for real estate professionals.

This real estate CRM offers a variety of features that are essential for real estate investing businesses. The site builder includes IDX integration, which allows investors to search for properties on the MLS directly from their website. This can save time and effort compared to manually searching for properties on different websites.

The CRM system also automatically tracks the activity of new prospects on the website, which can be a valuable tool for follow-up and nurturing leads.

The Real Geeks CRM also includes a marketing calendar, which can be useful for planning and organizing marketing campaigns. This is particularly valuable for wholesaling businesses, which typically require a consistent flow of leads to be successful.

The marketing calendar allows investors to plan and schedule their marketing campaigns in advance, which can help ensure they reach their target audience at the right time.

In addition to the website builder and CRM, Real Geeks offers several other features that can benefit real estate investors. These include property valuation lead magnets, pay-per-click ad services, and Facebook marketing solutions.

9. InvestorFuse


InvestorFuse is more than just a CRM for real estate investors. It's a lead conversion system that helps real estate professionals close more deals. It offers a variety of features that are designed to improve workflow and increase efficiency.

One of the key features of InvestorFuse is its action workflows. The software generates step-by-step workflows that take leads through the sales pipeline to close.

This makes it easy for real estate agents to manage their leads and track their progress through the sales funnel.

The software also offers simple management tools that allow you to assign tasks to the right team member in real time, which helps to streamline the lead management process.

Another standout feature of InvestorFuse is its automated follow-up system. The software sends automated text messages, emails, voicemails, and other actions to ensure no lead is dropped.

This is especially beneficial for real estate agents who have a large number of leads to manage. The follow-up process is broken down into manageable steps so team members are neither overworked nor idle.

InvestorFuse is also designed to be intuitive and user-friendly. It is geared towards wholesaling business and other real estate investment types and offers more lead management than the typical CRM.

10. Podio


Podio is a cloud-based project management software that offers a variety of features to help teams communicate, organize, and collaborate on projects.

The platform features workspaces that serve as a unified platform for team members to communicate, organize data and business processes, and collaborate on projects.

One of the key features of Podio is its Podio Workspaces, which allow team managers to create projects and seamlessly assign tasks to specific members. These workspaces allow real-time communication through the Podio chat feature and video or audio calls.

Additionally, the activity stream displays recent apps and project activities, making it easy for team members and their managers to track project progress.

Another feature of Podio is its automated workflows. Admins can set up triggers to automate repetitive project tasks, saving everyone's time and allowing their team members to focus on the important.

Podio also offers a variety of task management features, such as the ability to organize project tasks into personal, shared, or recurring tasks. This allows each team member to focus on their responsibilities while keeping track of group tasks.

Users can create tasks from anywhere in the software and have access to a personal calendar, a shared team calendar, and integrations with multiple calendaring apps.

11. FreedomSoft


FreedomSoft is a real estate CRM designed for both professional and novice investors. It offers access to a vast database of over seven million records of vacant and distressed homes and absentee homeowners, making it easier for investors to find qualified prospects.

Its lead generation and marketing feature allow investors to access over 100 million properties across the country, over seven million seller leads, and even tax-delinquent homes, making it easy to find a cash buyer and private lender leads.

The software also features a lead finder tool that is incredibly user-friendly and makes skip tracing a breeze.

FreedomSoft also includes virtually endless lead campaigns, automated lead capture, live answer, call forwarding, document generator, task and calendar Management, standard and customizable lead campaign templates, built-in phone, text message, and voicemail, and digital signing.

FreedomSoft also has a website builder feature that allows investors to create one or multiple sites for their business.

Conclusion: CRM for Real Estate Investing

There are many great CRM options for real estate investors. You can find the perfect CRM for your business, from free options to more advanced solutions, to help you stay organized and efficient.

Don’t let your business get bogged down by inefficient systems – invest in a great CRM to stay on top of your operations and increase your profits.

And if you want to access quality real estate leads that have been verified and are ready for you to reach out to, Property Leads got you covered. We take the legwork out of searching for potential properties by providing you with the most up-to-date leads available.

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