![]() ![]() Zoho’s also got some powerful lead generation tools, including a social media scraping tool. Its other big strength, of course, is the fact that it integrates seamlessly with other Zoho apps that your real-estate business can use-and may already be using-for sales and marketing, project management, invoicing, and even HR and payroll. It’s got the basics down to a T, from contact and pipeline management to communications, workflow automation, and reporting. The extra power features for marketing, support, and sales can be costly, but you needn’t pay until you’re ready, and the free version packs a real punch.įans of other Zoho products should look no further than Zoho CRM for a simple, straightforward CRM, which offers the best all-around, simple solution. Known as an industry-leading learning center for all things CRM, HubSpot Academy contains information on how to best use and customize the app, and even offers specific certifications to bring teams up to speed-something busy realtors will appreciate. That said, HubSpot Academy provides an elegant solution. With all the features available, the learning curve can be a bit steep. HubSpot integrates with over 300 different third-party applications, which means that whatever your existing workflow is, it probably already works with HubSpot. That means real estate agencies can get started with zero costs, and then simply add more advanced features as the business grows.Īnother big bonus here is the HubSpot app marketplace. While some of these can be pricey, the great advantage is that HubSpot’s core CRM technology is free to use. HubSpot has a modular approach to CRM that lets you pick and choose which features you want included in your package. Reporting not as powerful as some competitors ![]() Exclusive Freshsales deal for TechRadar Pro readers Still, there’s a lot to like here, and there’s a lot you can do with even basic plans. Some lead generation tools are only available with enterprise plans, something smaller agencies should take into consideration. You can use them to create and schedule communications like newsletters, listings, or buyer contracts, create tasks and appointments, batch update fields, and send invoices. You can also create links between modules and link contacts to a particular property, for example, or assign one or more realtors to a particular property or neighborhood.įreshsales doesn’t offer as many integrations as some of its competitors, like Salesforce, but it has a powerful automation system as well. You can create custom fields to store data like square footage or density and average cost of a neighborhood. That customizable interface will be a boon for real estate agents in particular. It sports an intuitive and highly customizable interface, a mobile app with clever features like voice notes, and advanced AI forecasting and insights. Freshsales is one of the most popular CRM solutions available today, and not just among real estate professionals. ![]()
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