How To

The Best CRM for Real Estate Agencies in 2022

Having a distinct brand name and identity helps your real estate firm stand out from the competition. Although this is one of its many functions, it serves a much larger purpose. Customers who have faith in your brand will use you when buying or selling a home, and they will also tell their friends about you.

The umbrella branding strategy can be used and produce the result of an overarching branding strategy. It lays out the overarching brand’s purpose and guiding principles, as well as the brand architecture that defines how the various sub-brands (the company’s various performances) relate to the overarching brand.


Customer Relationship Management is a software-based, modular technology system. It collects customer data and empowers sales through sales automation, analytics, and marketing capabilities. CRM is a method of organizing practically all client communication. It is more than just a sales tool that helps you close deals and finishes your to-do list.

CRM is a customer relationship management solution that will save your real estate agency time, energy, and money. When it comes to direct communication with customers, many real estate agents still track manual transactions and lack automated processes. As a result, they waste a lot of time and effort making notes and reports instead of concentrating on the vital aspects of the sales process. Here are 5 CRM tools your real estate agency needs to use in 2022.

1. HubSpot CRM

HubSpot CRM

HubSpot CRM provides real estate agencies with business possibilities like no other tool. It is an independent tool that is beginner-friendly and has an easy-to-navigate dashboard. It is simple to use in the field of CRM systems for real estate agencies. HubSpot CRM is a free tool that is part of the marketing and sales platform. It’s perfect because it has a free edition with no user limits. It also offers a big variety of add-ons to personalize the core software to your needs. There are no restrictions on the number of users in the free version, and it provides the most features compared to all other competitors.

2. Zoho CRM

Zoho CRM

Zoho CRM is simple to set up in small agencies and provides real estate agencies with a wide range of features. It provides features that are flexible to their needs and useful in a variety of ways. This software’s CRM elements appear to be current, transparent, and intuitive. Zoho offers a free version with restricted functionality and settings. It can be accessed from any device, at any time you might need to. It also allows mobile app access, making it an even better alternative for entrepreneurs who are often on the move.

3. Insightly


Insightly has features such as an integrated calendar, task, and project tracking, and reports that will come in handy for tracking clients. The entire procedure is automated, and you are responsible for entering the data. It’s an effective CRM tool. It includes a basic and straightforward user interface, as well as interaction with Google Apps, Office 365, MailChimp, and the majority of social media platforms. The free version requires registration and allows up to three users to utilize it.

4. Zurmo CRM

Zurmo CRM is a great option for businesses that wish to create competitiveness among their employees and customers. Zurmo’s competitive settings strive to motivate younger users and employees to execute their jobs as best as possible by providing standard tools like making reports, tracking progress, reminders, calendars, and contact lists. As a result, it allows users to set goals, rank the most successful, and receive virtual awards and recognitions, among other things. A ‘competition’ approach like this is ideal for marketing or direct sales organizations that need to show tangible results rapidly.


You can keep track of the latest users, column value changes, dashboard entries, new updates, items, and users starting You can easily make the adjustments on your own. You are free to archive items, groups, or dashboards, manage email column values, and more. Monday is a project management application for real estate agents that helps them organize and track their team’s and clients’ activity.

CRM is a business tool that assists medium and large real estate firms in communicating with clients, individuals, services, and suppliers. The user has the tools to make it all possible in one CRM environment for a better, easier, and more productive company.

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