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Please Note: NOW Realty does not endorse any of these products/services, nor do we provide technical support for them. Use and/or purchase of any of these additional tools is your business decision.
Free CRM Options
Free CRM Options
HubSpot’s free CRM functionality is highly customizable. Up to 1,000,000 contacts and no limits on users or customer data.
PRICING
PRICING
100% free, with no expiration date. More advanced features are available with paid HubSpot plans.
FEATURES
FEATURES
Integrates with your email provider so you can email straight from your profile.
Automated emails, email templates.
Contact deal and task management.
Email tracking and engagement notifications.
CONS
CONS
Does not let you schedule mass email campaigns.
Does not provide personal customer service.
Quickly build email campaigns, score your leads, and deliver messages based on content they’ve browsed. Agile CRM, by far, offers the most functionality for free.
PRICING
PRICING
Free for up to 10 users, no credit card required.
FEATURES
FEATURES
1,000 Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
CONS
CONS
The free plan limits you to 1000 contacts.
An all-in-one CRM tool, combining sales and marketing capabilities, chat and built-in phone. The robust free plan that lets you add unlimited users and support. It is best for high-functioning and fast-growing sales teams.
PRICING
PRICING
Free for up to 3 users. Other plan options range from $15-$69/mo.
FEATURES
FEATURES
Great for agents who are new to CRM software and need a user-friendly solution.
Visual sales pipeline to manage your deals.
Automate tasks and update records with Workflows, and trigger automated campaigns using Sales Sequences.
Monitor and track business performance using Custom Reports.
Contact, Account and Deal Management
Built-In Chat, Email & Phone
Al-Powered Contact Scoring
Up to 1,000 marketing contacts
As your business scales, you can switch to a paid plan with Freshsales without losing your data.
CONS
CONS
The free plan does not offer email automation
Paid CRM Options
Paid CRM Options
Wise Agent CRM is a good affordable option for individuals or Teams that don’t need an all-in-one solution.
FEATURES
FEATURES
Drip Marketing Campaigns
Lead Automation
Team-Friendly Calendar
24/7 customer support & unlimited training
Transaction Manager
Contact Manager
Customizable Landing Pages
Lead Enhancement
Unlimited Document Storage
Monthly Newsletter
Reporting Tools
AI Writing Assistant makes creating content quick & easy.
Powered by Lone Wolf Technologies, the same company as TransactionDesk.
PRICING
PRICING
CRM- $25/mo with annual billing ($299) or $39/mo monthly billing.
CRM Premier- $83/mo with annual billing ($999) or $139/mo monthly billing.
FEATURES
FEATURES
7,500 monthly emails (incl. video emails)
2,000 text messages/month
500 video texts/month
Custom landing pages
Transaction Management
Scheduled emails & texts
Contact Management
Lead distribution
3rd party lead imports
Pre-built email and text campaigns
Enhanced drip campaigns
Direct Mail
Email newsletters
Facebook Advertising
Buffini Referral Maker® CRM helps you organize your real estate business and create a steady stream of referred leads.
PRICING
PRICING
Free trial available.
Referral Maker® CRM- $49/mo. Referral Maker® PRO- $149/mo.
FEATURES
FEATURES
Dashboard- Stay on track with goals, to-dos and calendars.
Priority Action Center- Nurture your relationships by staying top-of-mind with proven techniques that tell you when and how to get in touch.
Relationships- Add, group and rank your contacts based on how likely they are to buy, sell or refer you.
Manage transactions and track your expenses.
Productivity tracking & reports
Marketing Campaigns- send to an individual, group or your entire database!
Advanced mapping technology lets you know who is around you for easy visits to your clients in the area.
Team Management Options
An all-inclusive solution that is best for larger or scaling businesses that have lots of customization or integration needs.
PRICING
PRICING
30 day free trial. No credit card, no installations.
Starter- $25/mo (billed annually).
Features missing from this plan: Analytics reporting, team collaboration and automation features. This plan is for those who are just looking for a way to test it out and determine if it will work for their needs.
Professional- $75/mo (billed annually).
FEATURES
FEATURES
Contact and lead management
Email Integration with Gmail or Outlook
Pipeline and Forecast Management
Customizable Workflows
CONS
CONS
customization is difficult to do and it isn’t always the most user-friendly platform
Not recommended for businesses that have a small budget or that do not have overly complex sales processes.
Track every deal or opportunity in your pipeline, everything from leads to closed transactions. You can simply drag-and-drop deals through your sales stages.
Easy to keep organized with the smart task workflows. That give you suggestions so you’ll always know what to do at every stage.
PRICING
PRICING
14-day free trial, no credit card
Essentials- $9 /mo billed annually, or $14 billed monthly.
Premium- $19 /mo billed annually, or $29 billed monthly.
FEATURES
FEATURES
Essentials Plan
Unlimited contacts
Lead capture
5 pipeline deals
100MB file storage
Basic support
Premium Plan
Everything in the Essentials Plan
Unlimited pipeline deals
Unlimited groups
Task workflows
50GB file storage
Email sync (Gmail, Google Workspace, Outlook 365)
Email templates
Integrations (Mailchimp, Google Contacts, Google Calendar)
Priority support
CONS
CONS
Does not offer any email marketing features such as drip campaigns.
Known best for it's simplicity. Great for first-time CRM users. Pipedrive fills in the gaps left by Monday and other competitors in its field, namely with lead-tracking and sales-based reporting tools.
PRICING
PRICING
14 day free trial, no credit card required.
5 Plans to choose from ranging from $14.90-$99/month (billed annually).
Essential- $14.90/mo
Advanced- $27.90/mo
Professional- $49.90/mo
FEATURES
FEATURES
Build an unlimited contact database
AI-powered sales assistant
Sales automation
Smart Contact Data retrieves web-data about your contacts instantaneously.
Meeting scheduler & calendar sync with Google & Microsoft
Customizable email templates and signatures. (campaigns are an add-on with an additional monthly cost.)
Google Maps integration
Customizable pipelines
Contact sync with Google and Microsoft
Syncs with Gmail, Outlook, Exchange, Yahoo, iCloud and even custom IMAP email addresses
Unlimited file and data storage
Top Producer® X is a real estate CRM that provides the info and tools needed to personalize interactions, build relationships, and connect with people at every stage in your pipeline.
FEATURES
FEATURES
Manage Contacts, Leads, Transactions & Tasks
Unlimited contacts, leads & transactions
Customizable Sales Pipeline
Capture leads from 100s of sources
MLS Integration (Import)
Social Insights
Unlimited SMS messages
Contact and Calendar Sync (Google, Microsoft, Apple )
MLS Property Insights
Import contacts from anywhere
Smart Lists with custom follow-up reminders
Calendar view and task management
Dynamic workflows & task plans
Manage your transactions
Commission tracking
Simplify Communications
Two-way sync with your e-mail
Group emailing
Two-way text capabilities
Cutomizable email & text templates
Customizable signatures
Email open and click tracking
Automated Follow-Up
SMS/email lead response
Automated drip e-mail
Just Listed and Just Sold alerts
Branded market reports with MLS data
Insights into who's viewing your reports
Insights into the properties they're interested in
Monday.com is a platform that is easy to use and get started with. It tailors itself more toward smaller teams.
PRICING
PRICING
14 day free trial
*$30/mo ($10 per seat/mo minimum 3 users) billed annually.
FEATURES
FEATURES
Team tracking & insights
Unlimited contacts
Web forms to capture leads
Templates for lead, contact, & deal management
Unlimited customizable pipelines
Unlimited boards & docs
Over 20 column types
200+ templates
iOS and Android apps
Self-serve knowledge base
24/7 customer support
CONS
CONS
Plans require you to pay for a minimum number of seats.
Training on CRM implementation may be inadequate.
Track deals, incubate leads, send DRIP emails and printed letters. Also includes eCard library, flyers as well as real estate calculators, tracking of expenses and commissions and more.
PRICING
PRICING
90 day free trial
$179/yr
FEATURES
FEATURES
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