How to Choose the Best Free CRM for Real Estate

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Written By Justin McGill

DealBloom aims to share the latest tips and strategies to help realtors, brokers, loan officers, and investors navigate the world of real estate.

When it comes to choosing the best free CRM for real estate, there are many great options out there. However, by taking the time to research and compare your options, you can find the perfect CRM for your business needs.

I know this from personal experience. After trying out several different CRMs, I finally found one that fits my company perfectly. Not only is it free, but it also has all of the features I need to keep track of my clients and properties.

The Best Free CRM for Real Estate

What is the best free CRM for real estate? The best software for you offers a variety of features and tools that can help manage customer relationships, track leads, and more.

To find the best free real estate CRM, we evaluated dozens of options by assessing each on six key categories relevant to real estate professionals. These categories include features, automation, scalability, integrations, customer support, and user reviews.

We looked at the number of users and contacts available for free plans, as well as any free trials for paid plans. This helped us to identify which CRMs would be the most helpful for those in the real estate industry.

This encompasses features that are available free of charge — both general (for lead generation and marketing automation) and industry-specific (for client referral).

We not only tried out each service ourselves, but we took the general opinion of users into account as well.

We looked at each CRM system’s ability to customize reports, dashboards, and other key functions. These customizations are an essential part of ensuring that a system is tailored to the agent’s specific needs.

We looked at how easy it is to get help from customer support when using the free version of the software. This is important because paying customers often have access to better support than free users.

Our list of best free software for real estate agents includes only generic CRM systems. Most industry-specific systems have fees, and the free versions are too limiting for daily usage.

We evaluated the best free real estate CRMs by considering features, ease of use, customer support, and price.

1. Best Overall: Freshsales

Freshsales scored the highest in our evaluation thanks to its comprehensive feature set and excellent customer support.

If you’re looking for a top-rated free real estate CRM, Freshsales is a great option. One of the things that make it stand out is its accessibility – it offers 24/7 support via chat, email, and phone. So if you ever have any questions or need assistance, help is always just a few clicks away.

Freshsales offers a number of features that are beneficial for real estate professionals, including interaction tracking, live chat widgets, and integration with productivity apps. While Freshsales’ famous Freddy AI is only available on paid plans, you can try it free with a 21-day trial.

If you’re looking for a top-notch CRM that won’t break the bank, Freshsales is a great option. It offers robust features like interaction tracking, live chat widgets, and integration with popular productivity apps. Plus, its famous Freddy AI is available on all paid plans. You can try Freshsales free for 21 days.

2. Best for iOS: Daylite

If you’re an Apple user looking for a robust, all-in-one, cloud-based, and easy-to-use CRM system, then look no further than Daylite.

Despite only being available for Macs, DayLite received one of the highest scores in our review. It boasts features like the ability to work without an internet connection, custom fields, and referrals.

Daylite integrates with a wide range of Apple and third-party business apps, making it a versatile tool for busy agencies. However, its free tier lacks storage so users may want to upgrade to the premium plan with 100GB of storage.

If you’re looking for a CRM that integrates well with Apple products, Daylite is a great choice. It’s free to use for up to 2 projects, making it ideal for small businesses or teams just getting started with CRMs. And, if you need more storage or features, you can upgrade to the premium plan for $24 per user per month.

3. Best for App Integration: HubSpot

If you’re looking for a free CRM option that offers 500 app integrations, HubSpot CRM is your best bet. Not only is it free, but it’s also rated as our best general CRM option.

HubSpot’s free CRM is an excellent choice for any real estate business. It supports unlimited users and can store one million non-marketing contacts, making it a very versatile tool.

While it’s not the most customizable option, the Hubspot Real Estate feature is still a great option for real estate agents. You can fill in most of the missing pieces with third-party apps and customizations.

Upgrading to a premium plan unlocks premium features such as advanced reporting, custom workflows, and automated marketing.

4. Best for Clients and Vendors: Bitrix24

A solid, well-rounded option for managing all of your customer interactions.

Bitrix24 is the best real estate CRM for clients and vendors because it offers features that are often limited or missing on most free real estate CRMs. The invoicing system is noteworthy because it allows agents to create custom invoices from existing deals, then email them.

Real estate teams will appreciate the ability to communicate with clients and vendors through the CRM’s messaging, audio call, and video conferencing features.

Bitrix24 is a great choice for businesses that need to invoice clients and vendors, as it offers a free plan with support for unlimited users. The Basic, Standard, and Professional tiers all add user caps but also introduce nice amenities like the ability to convert deals to invoices, chat, voice calls, video conferencing, and landing pages.

A 30-day free trial is available.

5. Best for Workflow Automation: Zoho

A full-featured, affordable, and highly rated CRM system for real estate agents.

For smaller teams and solo agents, the free version of Zoho CRM is a good option. You can set up automation, set reminders, and more.

Zoho CRM is a great choice for businesses that need to streamline their workflow. With Zoho CRM, you can create automation rules for tasks, campaigns, deals, leads, and more. Additionally, Zoho CRM includes tools for lead generation, email marketing, and contact management.

As your business grows, you can upgrade to one of Zoho CRM’s paid plans in order to take advantage of social media integration, advanced reporting and app integrations, and transaction management.

6. Best for Lead Generation: Zillow Premier Agent

The Premier Agent platform from Zillow is designed specifically for real estate professionals. It integrates with 30+ aggregate sites like Realtor and Boomtown.

If you’re looking to attract leads and grow your business, a custom Zillow Agent Page is a great way to do it. You can use search insights and Customer Experience Reports to deliver exactly what your clients need, making it easy to connect with them and build a relationship.

You don’t have to pay to upgrade Zillow’s CRM, but optional lead advertisements cost at least $20 per lead.

Zillow’s CRM is free for agents to use, but there is an optional charge for lead advertisements. Lead prices start at $20 per lead and vary by ZIP code.

Zillow also offers a service called Flex which connects agents with potential homebuyers. There is a fee associated with this service that is paid at closing.

Additionally, Zillow provides insights into customer search activity and offers a custom web page for agents to market themselves.

If you’re new to the world of customer relationship management (CRM), we list a few popular, low-cost options here.

For those looking for a more specialized CRM system, you may want to invest in one of the many premium options, which offer more functionality and features.

Is There a Truly Free CRM?

There are a number of CRMs that offer free versions of their software, however, these are usually limited in terms of features and functionality.

For example, the free version of Salesforce CRM only allows for up to 10 users. If you need a more robust CRM solution with more features and scalability, you will likely need to pay for a premium version.

Why Do Realtors Need a CRM?

A customer relationship management system is a tool that helps businesses manage their customer data. Realtors can use a CRM to track their clients’ contact information, property preferences, and transaction history. A CRM can also help realtors stay organized and keep track of their sales pipeline.

How Do I Choose The Right CRM for My Business?

There are a few things you should consider when choosing a CRM for real estate. First, consider what features are most important to you and your business. For example, if you need a CRM that can track your leads and clients, then you will want to choose a CRM that has lead-tracking capabilities.

Another thing to consider is the ease of use. You will want to choose a CRM that is easy to navigate so that you can get the most out of it.

Finally, consider your budget when choosing a CRM. There are many great CRMs on the market, but some can be more expensive than others. By considering these factors, you can narrow down your options and choose the best CRM for your real estate business.

Conclusion

After doing some research and comparing different CRMs, we have found the best free CRM for real estate. This CRM has all of the features that you need to keep track of your clients and properties, and it is also very user-friendly. If you are looking for a great CRM to use for your real estate business, then we highly recommend the top six on our list.

Justin McGill