The Close’s Top Picks for Best Real Estate Software

1. LionDesk

• Best for: CRM
• Monthly cost: Starts at $29

If you’re looking for a user-friendly and affordable customer relationship manager (CRM) as you scale your real estate business, try LionDesk. Starting at $29 per month, LionDesk provides essential tools, such as bulk email, drip campaigns, and automation, along with other features like integrated landing pages and a digital ad portal. While its artificial intelligence (AI)-powered virtual assistant Gabby isn’t included in the platform anymore, LionDesk is still an excellent option for agents who want to streamline business operations without breaking the bank.

2. Zillow Premier Agent

• Best for: Lead generation
• Monthly cost: Depends on the market; around $300 to $1,000

Created by one of the best real estate tech companies, Zillow Premier Agent is a lead generation service that connects agents with potential buyers and sellers through Zillow’s extensive network. If you use this service, you get featured in property listings, which boosts your visibility and attracts more qualified leads. Although pricing can be steep, many agents find it a valuable investment due to the sheer volume of potential clients it delivers. Additionally, Zillow Premier Agent offers tools to help agents efficiently manage these leads, such as CRM, performance analytics, and integration capabilities.

3. Zurple

• Best for: Automated lead nurturing
• Monthly cost: Starts at $309

Do you ever wish you could figure out when your leads are ready to buy or sell before they’re ready? Zurple lets you do just that. This real estate agent software is designed to help agents identify when leads are ready to move, allowing for a timely engagement. Zurple starts by generating exclusive leads for you. But instead of generic drip campaigns, Zurple’s intelligent nurturing system sends them personalized emails and texts based on their behavior. When a lead shows signs of being ready to buy or sell, Zurple alerts the agent, making it easier to step in and close the deal. It takes all the guesswork out of lead nurturing so you can focus on selling.

4. Catalyze AI

• Best for: Predictive analytics
• Monthly cost: Subscription starts at $180

Catalyze AI is a predictive analytics platform for agents to identify motivated sellers likely to sell their properties soon. Like real estate chatbots, Catalyze AI leverages advanced data analysis to help agents focus their marketing efforts on properties that will likely hit the market. You’ll receive new leads each month and begin building relationships that make you the natural choice when choosing a realtor.

5. REDX

• Best for: Prospecting and phone dialer
• Monthly cost: Starts at $50

If you’re cold calling without using a real estate phone dialer, you’re leaving money on the table. Ask any agent who cold calls. There’s no way your fingers can keep up with the numbers you need to dial or deal with voicemails, hang-ups, and wrong numbers. So if you want to start cold calling FSBOs, expired, or to effectively connect with prospects living around one of your listings, then you owe it to yourself to upgrade to REDX + Power Dialer. Even better, REDX offers The Close readers $150 off the setup price, automatically deducted when you click over to their site from this article.

6. Market Leader

• Best for: Exclusive and affordable leads
• Monthly cost: $189

Since the previous software we’ve mentioned tends to be on the pricier side, here’s a budget-friendly real estate solution that offers agents exclusive leads: Market Leader. The platform ensures you get the number of leads you expect while keeping costs manageable. Market Leader also has powerful CRM and marketing tools to help you nurture your leads. If you want to experience the best of Market Leader, check out Network Boost.

7. Curb Hero

• Best for: Open houses
• Monthly cost: Free

Formerly known as Block Party, Curb Hero provides agents with free open house sign-in software. It might not have all the bells and whistles of competitors like Open Home Pro and Spacio. Still, Curb Hero stands out with its touchless QR code sign-in, single-property websites, and the ability to gather background information. Additionally, it integrates with over 200 CRMs—all for free.

8. Styldod

• Best for: Virtual staging
• Monthly cost: Starts at $16-$23 per photo

Want to stage your property listing the quickest way possible? Use virtual staging. Styldod is a virtual staging platform that allows agents to transform unappealing or empty spaces into attractive, fully furnished properties. Agents can choose from a variety of design styles to suit their listings. Styldod offers 3D renders, furniture replacement, and virtual renovations to enhance listings and attract potential clients. For as low as $16 per photo, you’ll get your staged images in as little as 48 hours. What’s not to love about Styldod?

9. Showami

• Best for: Showings
• Monthly cost: Starts at $39

Do you currently have many property listings and don’t know how you’ll get through several showings and meetings? If you’re a busy agent who needs help showing properties, Showami is the answer. The software connects agents with other licensed agents who are available to assist. Showami operates on a pay-per-showing model, allowing agents to manage their time without worrying about losing business due to schedule conflicts. By using Showami’s services, you’ll be able to accommodate more clients and grow your business without being physically present at every showing and losing your commission.

10. Luxury Presence

• Best for: Luxury IDX websites
• Monthly cost: Undisclosed; contact Luxury Presence for pricing

Establishing a solid personal brand is key to your success if you want to navigate the high-end real estate market, and your website should be one of your priorities. As one of the pioneers in luxury real estate website design, Luxury Presence should be at the top of your list for realtors software that helps you create a stunning website. Known for crafting sleek and attractive websites, Luxury Presence offers solutions catering to luxury real estate agents. Its platform provides many design options and integrates essential tools like SEO optimization, IDX home search, and lead generation features.

11. Placester

• Best for: Website builder
• Monthly cost: Subscription starts at $29

Placester is a website builder that offers IDX integration, built-in lead capture forms, CRM for managing client relationships, and its best-selling feature—do-it-for-me concierge services. Additionally, Placester offers helpful features like prewritten content libraries and a brand-new services marketplace to help you quickly find design and tech talent. While it is no longer the most affordable website builder, Placester is still an ideal choice for agents seeking a robust online presence.

12. Canva

• Best for: DIY design and free templates
• Monthly cost: Free; subscription starts at $10

Canva makes it easy for real estate agents to create professional-looking marketing materials, social media content, and website graphics, even for those with little design experience. This real estate software for agents is popular for a good reason. At just $10 monthly, Canva lets you use various customizable templates. While the free version offers plenty of resources, subscribing unlocks additional features like a custom branding kit, premium assets, background removers for photos and videos, and a social media scheduling tool, offering even more creative flexibility.

13. Agent Crate

• Best for: Social media posting on-the-go
• Monthly cost: Subscription starts at $29

Agent Crate is an all-in-one software for real estate agents that includes customizable websites, lead gen tools, and automated marketing solutions like social media templates, email campaigns, and branded assets. Agents can easily manage their online presence and maintain branding across various channels. For only $29 per month, you’ll get access to a content library filled with ready-to-use marketing materials and a built-in design studio. 

14. Coffee and Contracts

• Best for: Marketing templates
• Monthly cost: $54

Here is another option for your real estate marketing templates, our agents’ favorite at The Close: Coffee and Contracts. This real estate software provides agents with many marketing tools and resources to help them build their brand. Coffee and Contracts’ customizable templates make it easy for agents to maintain a consistent online presence. Want to post a trendy real estate topic or educational content? Coffee and Contracts has a template for you.

15. Slack

• Best for: Communication and collaboration
• Monthly cost: Free; subscription starts at $15 per user

One of the best real estate software programs on this list, Slack is a powerful communication tool that enhances collaboration among teams and brokerages. The platform offers multiple channels for various topics and conversations, allowing agents to send instant messages, share files, and engage in huddles and video conferences. My favorite feature of Slack is how easy it is to search past messages through its history. Slack also integrates with some of the most popular office software, including Dropbox, DocuSign, Google Drive, Zoom, and Microsoft Outlook.

16. Dotloop

• Best for: Transaction management
• Monthly cost: Subscription starts at $31.99

If your office doesn’t offer real estate software like Dotloop and other perks, it might be wise to sign up and track your deals with Dotloop. Dotloop is a user-friendly transaction management software that allows agents to create, edit, and e-sign documents in one place. This functionality reduces the need for multiple tools and apps, making transactions less prone to errors. The platform improves collaboration by providing real-time updates and secure communication, helping agents stay organized.

17. Agently

• Best for: Agent coaching and goal setting
• Monthly cost: Subscription starts at $59

Looking for productivity realtors software for your small team? Try Agently. The platform provides automated agent onboarding and coaching, tailored action plans, financial goal tracker, social media templates, and more. Agently helps agents maintain consistency and efficiency in their daily operations. By automating tasks like social media posting and client follow-ups, Agently allows agents to focus on business growth, weekly challenges for their CGI goals, and client interactions.

Methodology: How We Selected the Best Real Estate Software Programs

Our expert researchers, agents, writers, and editors at The Close researched and reviewed dozens (if not hundreds) of real estate apps and software. We analyzed each software and based our top picks on the following criteria:

• Pricing
  • How does each software’s price compare to competitors? We evaluated the cost of each software, how much each subscription package is, the value of features provided, and whether it offers a free trial.
• Utility
  • We reviewed each software’s functionality and features, focusing on whether its tools streamline workflows, make agents’ lives easier, or complicate tasks even more.
• Ease of Use
  • We considered how intuitive and accessible each software is for agents of different skill levels. Was the real estate software program easy to navigate, even for beginner agents? How user-friendly was the interface? Does the software allow agents to focus on their tasks without getting bogged down by technical difficulties?
• Reputation
  • We evaluated each realtor’s software’s reputation by reviewing verified user reviews and expert opinions. How has each software’s user base grown over the years? Real estate software programs with a strong track record of reliability and positive reviews from industry experts were considered for this list.

Read more about our methodology here.

Frequently Asked Questions (FAQs)

What software do realtors use?

What software does Keller Williams use?

How do I start a real estate CRM?

Bringing It All Together

When choosing real estate agent software programs, consider how well they align with your business needs and goals. Any life-changing realtor software we’re missing out on? Let us know in the comments!

The post The Top 17 Real Estate Software Programs for 2024 appeared first on The Close.

Pros

• Integrated payment processing
• Mobile application provided
• Simple platform interface
• Social media integrations available

Cons

• No live chat support
• Premium plan is costly
• Requires some assistance to set up the platform
• 24/7 customer support is not available

The Close Score

4.8

Pricing:

4.0

Features:

5.0

Additional Features:

5.0

Ease of Use:

4.6

Help and Support:

3.3

Customer Rating:

4.7

out
of

5

My Verdict on Follow Up Boss & Why You Should Trust It 

As a real estate technology expert with years of experience implementing these tools within a brokerage, I bring a great deal of knowledge and insight into my software reviews. My thoughts on Follow Up Boss are that it’s a powerful, all-inclusive real estate-specific CRM solution. Beginning with an easy-to-use interface and robust automation features, the platform’s ability to handle vital tasks for agents and brokers makes it an extremely valuable tool. 

While Follow Up Boss offers numerous benefits, there are some drawbacks. The platform is priced for all the bells and whistles it comes with, but that can be a bit pricey for a smaller team or an independent agent. They also charge fees for added features like marketing tools, lead automation, and website and landing pages.

My Follow Up Boss review determines that it’s a solution that can handle everything from effectively managing leads to building strong relationships with clients in the most professional way. It’s a game-changing tool to support agents, increase productivity, and help create strong real estate results. It contains all the features that every agent should want to see in their CRM. 

Follow Up Boss Alternatives

Although FUB real estate has a well-rounded set of features for real estate professionals, there are a few reasons for looking for an alternative solution for a real estate CRM. Each real estate business is different; hence, what works well for one firm may not be suitable for another. That may be due to certain feature specifications, budget, integration constraints, or the user’s preference. Here are a few alternatives to consider:

Platform	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Offers live chat customer support	LionDesk Review	Visit LionDesk
	Highly rated by customers	Real Geeks Review	Visit Real Geeks
	Affordable monthly plans	Pipedrive Review	Visit Pipedrive

Platform	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Offers live chat customer support	LionDesk Review	Visit LionDesk
	Highly rated by customers	Real Geeks Review	Visit Real Geeks
	Affordable monthly plans	Pipedrive Review	Visit Pipedrive

Follow Up Boss Reviews: What Current Users Think

Customer feedback is crucial to evaluating any CRM platform. Understanding the experiences and views of Follow Up Boss customers will allow any agent interested in the platform insights into the benefits and potential drawbacks they may encounter. The platform received an overall customer rating of 4.6 out of 5 on G2. Below, I’ve compiled some direct quotes from customer reviews that will give you a vivid picture of how this CRM fares in the real world.

Key Features of Follow Up Boss

Follow Up Boss is a powerful tool designed to boost your productivity and success in the real estate industry. It is packed with amazing features to help you create a seamless real estate operation. From unlimited contacts to texting capabilities, this CRM ensures you can manage your client relationships effortlessly. Agents can leverage the free trial to ensure it’s the right fit before making a financial commitment because the Follow Up Boss costs can add up. 

Ready to see these in action? Watch the 90-second introduction video for a quick look at how Follow Up Boss can transform your real estate business!

Unlimited Contacts

One of the unique features of Follow Up Boss is its support for unlimited contacts. This feature empowers real estate professionals to have an extended database of clients without any apprehensions about running into a limit. Whether you’re an agent working on an ever-growing list of prospects or a brokerage managing thousands of interactions, this feature ensures your CRM can grow with your business. It eliminates cumbersome data management practices and ensures a seamless way to keep all client information in one place.

Follow Up Boss Academy

Follow Up Boss Academy is a comprehensive training resource designed to help users squeeze the most value out of the CRM’s functionality. The academy provides access to several in-depth tutorials, webinars, and how-to guides on using the platform, from basic functions to advanced ways of leveraging it. Whether you’re a new Follow Up Boss user or a seasoned professional looking to fine-tune your knowledge, their academy will surely give you valuable insights and tips along the way.

Connect Any Lead Source 

Integrating leads from any source is easy to do with Follow Up Boss. It has integrations with many lead generation tools and websites, so all your leads flow into one central system. This feature is especially ideal for agents with multiple marketing means to prospective clients. By keeping all leads in Follow Up Boss, users will reduce time in the follow-up processes, avoid missing big deals, and enhance lead management efficiency.

Team Plans 

The Follow Up Boss system is designed for one agent or a growing brokerage. Their plans include all collaboration tools so that team members are always on the same page when working on a deal. Some features are shared contact databases, team inboxes, and the ability to assign tasks. It’s a feature beneficial to team leaders for tracking performance, progress, and workflow optimization. This further increases the functionality and efficiency of client service through this collaborative approach, entailing that no single detail goes unnoticed.

Texting Capabilities 

One central place for the agents to communicate with clients quickly is provided through the Follow Up Boss CRM platform. Agents can send and receive messages directly in CRM with integrated texting features. This can prove very useful in contacting clients who prefer text messages over calling or emailing. It allows for the automation of text messages for follow-ups, appointment reminders, and personalized communication. The texting capabilities ensure agents are better positioned to manage communication effectively and stay on top of it promptly.

Follow Up Boss Pricing

Follow Up Boss pricing is flexible and can cater to the exact needs of real estate professionals. There are three premium plans available: Grow, Pro, and Platform. All plans are highly scalable for all businesses and come along with features at different levels. 

All plans have unlimited contacts, lead sources, and integrations, so you can manage your ever-growing database without extra costs. Follow Up Boss has a pricing plan that will suit every business, from the single agent just getting started to the largest brokerages looking for advanced functionality.

Methodology 

The Close has a team of data analysts, writers, and editors who carefully reviewed all CRM platforms to arrive at scoring that suits the best interest of real estate professionals. Our experts are here to give complete reviews as a vital resource in wading through the myriad of solutions out in the real estate space.

Our purpose is to drive the industry forward, providing insights that are quite useful in helping agents and brokers make informed decisions, and optimize workflows, and performance in the competitive real estate environment. This commitment ensures our readers get the very finest and most trustworthy tips for actionable information that enables their success.

Here’s how we developed our Follow Up Boss review:

• Pricing: 4 out of 5
  • We ranked Follow Up Boss 4 out of 5 on pricing. Plans are flexible and tailored towards the different sizes of the business. We believe it offers great value for money on its provided features. 
• Features: 5 out of 5
  • Due to its impressive pack of tools, Follow Up Boss scored the highest for its general features. The platform has it all for anybody looking forward to starting and growing a real estate business.
• Additional Features: 5 out of 5
  • Features going above and beyond most general features like mobile application, document management, and marketing tools helped Follow Up Boss score an impressive rating. 
• Ease of Use: 4.63 out of 5
  • The vast majority of the platform is relatively easy to use; however, most users generally report a little bit of a learning curve at the very beginning of transitioning or implementing the platform. 
• Help and Support: 3.25 out of 5
  •  While Follow Up Boss provides support by phone and email 7 days a week, it could offer live chat support along with 24/7 customer support. 
• Customer Rating: 4.65 out of 5
  • Based on user feedback and reviews, Follow Up Boss holds a high rating from its customers. This indicates overall satisfaction with the platform in terms of its overall effectiveness, feature set, and net positive effect on users’ real estate businesses. 

Read more about our methodology here.

FAQs

What features should I look for in a CRM for real estate?

Why do real estate agents need a CRM?

Is it difficult to transition to a new CRM system?

The Bottom Line: Is Follow Up Boss Worth Your Money? 

There are many notable features for agents to leverage with the FUB CRM, making it very desirable for most real estate professionals. My favorite features in the system are unlimited contacts, next-level texting, and integration with lead sources. The platform is useful for real estate professionals because of the availability of tailored functionality that manages leads, automates follow-ups, and keeps up strong client relations. The user-friendly interface and large integration capacity are also some of the higher selling points for this platform.

Though the pricing plans offer great value, they might be on the higher end for smaller teams or individual agents. In a nutshell, Follow Up Boss is worth every real estate professional’s time in enabling them to get the best out of their clientele management and smooth operation. Paired with robust functionality, this tool provides great support and strong scalability, making it extremely useful for real estate agents and brokerages alike. If you are serious about growing your real estate business and willing to pay for a quality CRM solution, Follow Up Boss is the way forward.

The post Follow Up Boss Review: Pricing, Features, Pros & Cons (2024) appeared first on The Close.

Pros

• Free trial available
• Mobile-friendly IDX agent websites
• Great for individual or large real estate teams
• Personalized marketing campaigns

Cons

• Limited customizability of the platform
• No document management capabilities
• Unable to segment contacts
• Added fee for texting capabilities

The Close Score

4.5

Pricing:

5.0

General features:

4.3

Additional features:

4.3

East of use:

4.1

Support:

3.3

Customer rating and popularity:

4.2

out
of

5

My Verdict on IXACT Contact & Why You Should Trust It 

As a seasoned writer specializing in real estate technology, I’ve dedicated significant time to researching and evaluating various CRM solutions thoroughly. This scrutiny includes immersing myself in IXACT Contact’s features, functionality, and user experience to provide unbiased IXACT Contact reviews. After meticulous analysis and testing, I can confidently affirm that the IXACT CRM simplifies client organization, automates routine tasks, and amplifies efficiency for real estate professionals.

IXACT Contact impresses with its user-friendly interface, comprehensive feature set, and robust customer support. The platform’s ability to centralize essential tools, such as contact management, email marketing, and task automation, offers tangible benefits for agents looking to streamline their workflow and focus more on closing deals. 

Its customizable drip campaigns and personalized marketing capabilities enhance client engagement and conversion rates. Although IXACT Contact may present some challenges, such as an initial learning curve during setup and limited customizability, its numerous strengths overshadow these drawbacks.

IXACT Contact Alternatives

While IXACT Contact offers a comprehensive suite of features, factors such as pricing, integration options, customization capabilities, and scalability may influence the decision to explore other CRM options. By considering alternatives, agents can ensure that they find the CRM solution that best fits their unique business needs and goals.

Products	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Includes text message capabilities for no additional fee	Realvolve Review	Visit Realvolve
	Has document management capabilities	Pipedrive Review	Visit Pipedrive
	Has the ability to segment audiences for more streamlined marketing	Wise Agent Review	Visit Wise Agent

Products	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Includes text message capabilities for no additional fee	Realvolve Review	Visit Realvolve
	Has document management capabilities	Pipedrive Review	Visit Pipedrive
	Has the ability to segment audiences for more streamlined marketing	Wise Agent Review	Visit Wise Agent

What Current Users Think of IXACT Contact

IXACT Contact has secured an impressive overall rating of 4.4 out of 5 on Software Advice, highlighting its excellence as a real estate-focused platform. Users commend its ability to generate leads through building personalized IDX websites and marketing content. Additionally, the mobile application of the CRM has received widespread acclaim for its convenience, allowing users to manage their contacts, tasks, and communications on the go with ease. Here are some positive IXACT Contact reviews from other users: 

While the platform scored high among real estate professionals, some users may have found its lack of intuitiveness to set up and its complexity in operation frustrating.

Key Features of IXACT Contact

IXACT Contact integrates a robust CRM with powerful email marketing capabilities. From personalized email marketing campaigns to lead-generating real estate websites, IXACT Contact equips agents with the tools they need to succeed. Let’s delve into some of the key features that make IXACT Contact a top choice for real estate professionals:

Automated Content Curation

The automated content curation feature revolutionizes content management for real estate professionals. It offers a seamless solution for staying informed and effortlessly engaging with clients. This add-on tool utilizes advanced algorithms to scour the web for relevant articles, market insights, and lifestyle content, delivering a curated selection directly to agents’ fingertips. By automating the content discovery process, agents can save valuable time while ensuring they always have valuable information to share with their audience.

Automated Email Marketing

The automated email marketing feature transforms the way agents communicate with their contacts. It empowers real estate professionals to deliver personalized and timely messages with ease. With a comprehensive library of professionally designed templates and drip campaign sequences, agents can create compelling emails that resonate with their audience and drive action. 

Agents will benefit from automated newsletters created and sent on their behalf by the IXACT Contact team. These newsletters feature original content covering the latest real estate news and topics, ensuring that agents effortlessly provide valuable insights to their contacts. By automating email outreach, agents can effectively maintain connections with their contacts and nurture leads, eliminating the need for manual follow-ups and saving valuable time.

Lead Generating Website

The lead-generating websites empower agents to establish a strong online presence and attract leads. They offer a user-friendly platform for showcasing listings, services, and expertise. With customizable templates and drag-and-drop tools, agents can create a professional website that reflects their brand and captures the attention of potential clients. Built-in SEO optimization and lead capture forms ensure that agents’ websites rank high in search results and convert visitors into leads.

CRM Integrations 

The CRM integration feature streamlines workflow and centralizes data. It connects IXACT Contact with essential tools and platforms to enhance efficiency and productivity. Seamless integrations with social media platforms, lead generation websites, and marketing tools ensure that agents can access all the tools they need in one centralized location. Whether syncing contacts, updating listings, or automating tasks, the CRM integration feature enhances agents’ ability to serve clients and grow their businesses effectively.

Direct Mail Marketing 

The direct mail marketing feature is a standout in the digital world and offers a personalized and tangible way for agents to connect with their audience. The IXACT Contact team will handle the mailer’s writing, design, printing, and mailing for you. These services reduce the need for agents to spend time and leverage data from predictive analytics companies to create their marketing content.

These mailers allow agents to cut through the digital noise and make a lasting impression on their audience. By combining the power of direct mail with the convenience of automation, the direct mail marketing feature helps agents drive engagement and effectively build relationships with their audience.

IXACT Contact Pricing

IXACT Contact offers a simple pricing structure that allows agents and teams to choose between monthly or annual payment options. This transparent approach allows users to select the plan that fits their needs and budget without hidden fees or surprises. However, it’s important to note that while the base pricing covers essential features, some of the platform’s more impactful functionalities, like websites and social streams, may require add-on costs.

Methodology 

At The Close, our dedicated team of data analysts, writers, and editors conducts thorough reviews of each platform, meticulously evaluating various real estate CRMs. Through this rigorous process, we developed a weighted scoring system to assess each CRM comprehensively. Our goal is to provide real estate professionals with a trusted resource to navigate the industry’s complex landscape of solutions and technologies. 

We are committed to furnishing insights that empower agents and brokers to make informed decisions, optimize their workflows, and, ultimately, elevate their productivity and success in the competitive real estate market.

We based our IXACT Contact reviews on the following criteria:

• Advanced CRM Features 25%
  • This category encompasses more sophisticated functionalities like team management, document management, mobile applications, marketing tools, social media integrations, and available reporting and analytics. 
• Value for Money 20%
  • We meticulously examined each CRM’s pricing structures, subscription plans, and availability of free trials and bulk discounts.
• General CRM Features 20%
  • The team considered basic features such as contact management, text and email capabilities, task management, task reminders and notifications, lead management, pipeline or dashboard customizability, audience segmentation, transaction management, and integrations.
  • Ease of Use 10%
  • I assessed the user interface, level of customization, and ease of operation and setup for each CRM.
• Customer Rating 10%
  • We evaluated the reputation of each real estate CRM software by considering feedback from verified users.
• Expert Score 10%
  • At The Close, we meticulously review each top real estate CRM, assessing standout features, additional considerations, and the value proposition from the perspective of real estate experts.
• Help & Support 5%
  • If real estate agents require additional assistance, access to customer services such as live chat, phone support, and email assistance is essential. 

Read more about our methodology here.

FAQs

What features should I look for in a CRM for real estate?

How can a CRM help me improve client relationships and lead generation?

What level of technical support and training is provided with the CRM?

The Bottom Line: Is IXACT Contact Worth Your Money? 

IXACT Contact shines like a beacon of efficiency! With features like automated email marketing and beautiful lead-generating websites, it’s like having your personal assistant work tirelessly to streamline client management and boost lead conversions. Add in that the platform is quite affordable, and you have a winning combination that’s hard to beat. 

While IXACT Contact boasts numerous strengths, a few users have pointed out its customization options and initial learning curve limitations. Nonetheless, IXACT Contact presents a compelling suite of features tailored to assist real estate professionals in succeeding, positioning it as a robust option for agents seeking to elevate their business operations.

The post IXACT Contact Review: Pricing, Features, Pros & Cons (2024) appeared first on The Close.

Pros	Cons
Easy key performance indicator (KPI) tracking with a visually appealing dashboard	Pricing is not transparent on the website
Available document storage	No free trial
Ideal for both individual agents and teams	Agent metrics tracking is only available in the BOSS plan
Offers YouTube video tours	Choosing the right plan can be tricky due to the variety of options

My Verdict on Elevate & Why You Should Trust It 

As a seasoned writer specializing in real estate technologies, I have spent considerable time researching and interacting with various tools designed to enhance the efficiency and effectiveness of real estate professionals. My experience analyzing and reviewing these platforms allows me to provide insights grounded in industry knowledge and firsthand testing. 

The Elevate CRM stands out for its all-in-one real estate CRM approach, integrating essential tools for lead gen and extensive back-office support for brokerages. This streamlines operations, reducing the need to juggle multiple vendors and simplifying the management process. One of Elevate’s most commendable features is its robust support for agents. The platform offers free resources, including blogs, webinars, and daily marketing tips, which are invaluable for staying on top of market trends and refining marketing strategies.

While the offerings are comprehensive and the support materials are top-notch, it’s worth noting that the platform’s blog has not been updated since 2022. This outdated content could raise concerns about the freshness of their shared knowledge and ongoing engagement with current trends since technology shifts rapidly. However, the overall utility and functionality of Elevate far outweigh this minor drawback, making it a worthwhile consideration for real estate professionals looking to enhance their operational efficiency and market presence.

Elevate Alternatives

Real estate professionals might seek solutions that better fit their needs, budget, or feature preferences when exploring alternatives to Elevate. Some may opt for more cost-effective platforms if Elevate’s pricing exceeds their budget, while others might prefer buying leads or other generation options. Additionally, agents might want customization options that align more closely with particular business models. Here are a few alternatives that could better fit your business: 

Platform	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Available Google PPC features for lead generation	Lofty Review	Visit Lofty
	Provides great real estate content to position yourself as a real estate expert	Wise Agent Review	Visit Wise Agent
	A free trial lets agents preview the platform before committing financially	Realvolve Review	Visit Realvolve

Platform	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Available Google PPC features for lead generation	Lofty Review	Visit Lofty
	Provides great real estate content to position yourself as a real estate expert	Wise Agent Review	Visit Wise Agent
	A free trial lets agents preview the platform before committing financially	Realvolve Review	Visit Realvolve

What Current Users Think of Elevate

Users who provided an Elevate CRM review showed a mixed response, with the platform earning an average rating of 3.5 out of 5 on G2. While many users praise Elevate for its comprehensive tools and robust features, others point out areas needing improvement, particularly customer support. Such varied Elevate CRM reviews highlight the importance of properly evaluating a platform to better understand its functionality and suitability for different real estate business needs.

Despite Elevate’s overall functionality, some users have expressed dissatisfaction, specifically with the customer support aspect. Let’s take a closer look at one such review to understand the concerns raised regarding the responsiveness and effectiveness of the support team.

Key Features of Elevate

Elevate offers a wide array of features designed to streamline and enhance the day-to-day operations of real estate professionals. They offer specific social media tools that enable seamless management of multiple platforms, ensuring that agents and brokers can maximize their online engagement and reach. These tools include automated posting, content curation, and detailed analytics to track the effectiveness of each campaign. 

Dive deeper into Elevate’s capabilities by watching their video walk-through below:

Free Educational Guides 

Elevate is committed to the continuous professional development of real estate agents by offering a comprehensive library of free educational guides. These resources cover crucial aspects of the real estate business, from the basics of property listing to advanced strategies for market analysis and client acquisition. The guides are accessible and beneficial for agents with all levels of expertise, providing them with the knowledge to stay ahead in a highly competitive industry. 

SEO-ready IDX Website 

Real estate professionals can significantly enhance their online presence with a search engine optimized (SEO)-ready IDX website, a standout feature that integrates smoothly with multiple listing services (MLS). This integration ensures that property listings are consistently up to date and easily searchable by potential clients for better online lead generation. Optimized for search engines from the start, these websites help increase organic search rankings and drive more traffic.

Live Training Webinars 

Recognizing the dynamic nature of the real estate market, Elevate offers live training webinars that enable real estate professionals to stay current with the latest industry trends and technologies. These webinars are conducted by seasoned experts who bring knowledge and practical insights. Topics range from effective marketing techniques to product overviews. This live format not only allows for real-time interaction and engagement but also provides an opportunity for agents to ask questions and gain insights tailored to their specific challenges and market conditions.

Automated Social Media Marketing 

Elevate’s automated social media marketing tools eliminate the hassle of managing social media profiles. By automating the process of social media content creation and scheduling, these tools help real estate agents maintain a strong and engaging online presence with minimal effort. The platform supports scheduling posts, analyzing engagement metrics, and optimizing content based on performance insights. These features allow agents to effectively reach their target audience, engage with potential clients, and build their brand across various social platforms.

GCI Tracking 

With Elevate’s gross commission income (GCI) tracking feature, agents can easily monitor and analyze their commission earnings. This tool provides detailed insights into each transaction, helping agents understand where their income comes from and how they can optimize their sales strategies for increased profitability. It also supports goal setting and progress monitoring, enabling agents to plan their financial objectives and track their achievements over time.

Elevate Pricing

Elevate CRM offers a range of pricing plans designed to accommodate real estate professionals’ diverse needs and budgets. Each plan provides different levels of access to the platform’s extensive features, from basic tools necessary for new agents to advanced functionalities suited for large brokerages. 

If you’re still wondering, “How much does Elevate cost?” pricing details are not transparent on Elevate’s website. The platform encourages agents and brokers to schedule a demo. This approach allows potential users to explore the features firsthand and discuss tailored pricing plans directly with the Elevate team. This extra attention ensures that each user can find a suitable package that aligns with their business needs and budget while clearly understanding the platform’s capabilities and benefits.

Methodology 

At The Close, our team of skilled data analysts, seasoned writers, and meticulous editors collaboratively develops a comprehensive scoring system to evaluate various real estate CRM platforms. Our experts are devoted to delivering detailed reviews that serve as vital resources for real estate professionals. These evaluations are crucial in helping navigate the complex solutions and technologies available in the real estate industry.

Motivated by a deep commitment to advancing the field, we aim to provide insights that empower agents and brokers to make informed decisions, optimize their workflows, and enhance their overall success and competitiveness in the bustling real estate market.

How we provided the Elevate CRM review: 

• Advanced CRM Features 
  • This category includes sophisticated functionalities such as team management tools, document handling, mobile apps, enhanced marketing tools, social media integrations, and comprehensive reporting and analytics.
• Value for Money 
  • We meticulously examined each CRM’s pricing structures, subscription plans, and availability of free trials and bulk discounts.
• General CRM Features 
  • The team considered basic features such as contact management, text and email capabilities, task management, task reminders and notifications, lead management, pipeline or dashboard customizability, audience segmentation, transaction management, and integrations.
• Ease of Use 
  • I assessed the user interface, level of customization, and ease of operation and setup for each CRM.
• Customer Rating 
  • The reputation of each real estate CRM software was evaluated by considering feedback from verified users.
• Expert Score 
  • At The Close, we meticulously review each top real estate CRM, assessing standout features, additional considerations, and the value proposition from the perspective of real estate experts.
• Help & Support 
  • If real estate agents require additional assistance, access to customer services such as live chat, phone support, and email assistance is essential. 

Read more about our methodology here.

FAQs

How does a CRM help with lead generation & follow-up?

Can a CRM integrate with other tools I use in my real estate business?

What should I look for when choosing a CRM for my real estate business?

Bottom Line: Is Elevate Worth Your Money? 

Elevate packs a punch with its dynamic suite of features tailored for the bustling world of real estate. From slick social media management to top-notch automated marketing and cutting-edge lead generation strategies, Elevate is designed to supercharge your online presence, simplify your daily grind, and build lasting client relationships. Plus, the cherry on top? A treasure trove of educational goodies like free webinars and guides to keep your skills sharp and your knowledge fresh.

However, it’s not all smooth sailing with Elevate. The platform’s pricing can be elusive, and the assortment of plans might leave potential users puzzled as they determine the best option for their needs. Additionally, navigating the feature set can feel like wandering through a labyrinth. But if you’re geared up to harness a robust system to streamline your operations and amplify your marketing endeavors, then Elevate could indeed be your golden ticket.

The post Elevate CRM Review: Pricing, Features, Pros & Cons (2024) appeared first on The Close.

Pros

• Allows for customization to suit specific business needs
• Offers customized IDX websites
• Automates repetitive tasks
• Provides analytics and reporting tools

Cons

• Can be expensive for small businesses
• Mastering all features may be complex
• Customer service is not offered 24/7
• No free trial offered

The Close Score

4.1

Pricing:

1.0

General features:

5.0

Additional features:

5.0

Ease of use:

4.4

Help & Support:

4.3

Customer Reviews:

4.2

Expert score:

4.6

out
of

5

My Verdict on Lofty & Why You Should Trust It 

I’ve spent considerable time exploring and understanding various tools critical for success in the real estate industry. Lofty CRM impresses with its integration of CRM with advanced marketing tools and lead generation capabilities, making it a powerhouse for managing client relationships and driving sales. Its automation features are particularly beneficial, helping users save time and focus more on closing deals rather than managing data.

However, Lofty is not without its drawbacks. The Lofty CRM cost can be quite an investment, especially for smaller agencies or independent realtors. The learning curve can also be steep for the price of the platform. These factors might deter those who are not tech-savvy or need more resources to integrate such a comprehensive system into their workflow fully. Overall, Lofty stands out as a valuable tool for real estate professionals looking to elevate their business efficiency and client engagement. 

Lofty CRM Alternatives

When considering alternatives to a product like Lofty CRM, real estate professionals might seek different options for several reasons. Cost-effectiveness is a key factor, especially for smaller businesses or solo practitioners with tighter budgets who may prefer a more affordable solution. Others might look for a real estate CRM with features more specifically aligned to their unique business needs, avoiding the complexity of such a robust platform like Lofty. Here are some of your options:

Products	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	The affordability allows agents to manage client relationships economically	Wise Agent Review	Visit Wise Agent
	A free trial lets prospective users explore features without initial investment	Realvolve Review	Visit Realvolve
	A simple interface reduces the learning curve for new users	No Review Yet	Visit Pipedrive

Products	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	The affordability allows agents to manage client relationships economically	Wise Agent Review	Visit Wise Agent
	A free trial lets prospective users explore features without initial investment	Realvolve Review	Visit Realvolve
	A simple interface reduces the learning curve for new users	No Review Yet	Visit Pipedrive

What Current Users Think of Lofty

With a significant presence in the real estate CRM tool market, evidenced by an impressive 4.4 out of 5 rating on G2, Lofty is highly regarded by users. This underscores the platform’s effectiveness and satisfaction level among real estate professionals. We’ve gathered several reviews from real estate professionals with firsthand experience with the platform to provide a clearer picture of what Lofty can offer. 

Key Features of Lofty

Lofty’s suite of powerful tools is tailored to meet the demands of today’s real estate professionals. Designed to simplify workflows and enhance efficiency, Lofty delivers innovative solutions that help users easily manage their business operations. Whether you are looking to improve client interactions or streamline daily tasks, Lofty CRM equips you with the necessary resources to thrive in a competitive market.

Check out a quick overview of Lofty’s platform:

Google PPC Integration

Lofty integrates Google Pay-Per-Click (PPC) advertising tools, allowing real estate professionals to target potential clients effectively by placing ads on Google’s search results pages. With this feature, users can bid on keywords pertinent to their market, ensuring ads reach potential clients precisely when searching for real estate services. These ads will then attract leads using intent targeting and artificial intelligence (AI)  to drive web traffic to your website.

Enhanced Brand Advertising

Through Lofty, real estate businesses can leverage brand advertising capabilities to build and reinforce their identity and market presence. This feature utilizes various media channels like Facebook, Google, and Instagram to help enhance brand awareness and establish a strong, recognizable presence. This strategic approach is vital for differentiating your business in a competitive market, attracting Lofty real estate leads, and retaining customers by effectively communicating your core values and brand promise.

Streamlined Website Building

Lofty includes a website builder tailored for the real estate sector. It offers customizable templates and simple drag-and-drop interfaces, ensuring that even users without technical skills can create professional-looking websites. With features like mobile-responsive designs and built-in SEO tools, real estate professionals can effectively showcase their properties and enhance online visibility to attract potential clients.

Automated Phone Dialer

The phone dialer feature within Lofty automates the process of making calls, significantly benefiting real estate agents who need to manage numerous client interactions efficiently. This technology saves time by removing the need for manual dialing and integrates seamlessly with Lofty’s CRM. The integration provides smart call lists, actionable insights, and phone scripts to boost productivity and ensure thorough lead follow-up.

AI Assistant Capabilities

Lofty’s AI assistant uses artificial intelligence to automate and enhance various tasks, such as responding to text messages, setting appointments, and sending important notifications. This assistant is capable of handling inquiries, generating leads, and assisting with data management, allowing agents to focus more on strategic activities like closing deals and nurturing client relationships. Lofty’s AI assistant enhances overall customer satisfaction and business effectiveness by improving operational efficiency and offering quicker, more personalized client interactions.

Lofty Pricing

In my Lofty CRM review, I found Lofty provides three main packages designed to cater to businesses of varying sizes, from individual agents to large brokerages. Each package is strategically priced to deliver value while accommodating the diverse needs of different real estate professionals. Lofty CRM pricing also includes a one-time implementation fee and offers options for further customization of services. 

Below is a detailed breakdown of the pricing for each package. It’s important to note that specific pricing details are not listed on the Lofty website, and no free trial is offered. Agents interested in exploring Lofty’s capabilities are encouraged to contact the company directly for a demonstration.

Methodology 

Our team, consisting of experienced data analysts, writers, and editors, meticulously evaluates each platform to create a detailed scoring system for assessing different real estate CRMs. At The Close, our dedicated experts are committed to providing thorough reviews, an essential resource for real estate professionals. These evaluations help navigate the varied landscape of solutions and technologies available in the real estate sector.

Driven by a profound dedication to progressing the industry, our goal is to deliver insights that enable agents and brokers to make well-informed choices, streamline their operations, and ultimately increase their effectiveness and success in the highly competitive real estate market.

How we provided the Lofty CRM review: 

• Advanced CRM Features 25%
  • This category includes sophisticated functionalities such as team management tools, document handling, mobile apps, enhanced marketing tools, social media integrations, and comprehensive reporting and analytics.
• Value for Money 20%
  • We meticulously examined each CRM’s pricing structures, subscription plans, and availability of free trials and bulk discounts.
• General CRM Features 20%
  • The team considered basic features such as contact management, text and email capabilities, task management, task reminders and notifications, lead management, pipeline or dashboard customizability, audience segmentation, transaction management, and integrations.
  • Ease of Use 10%
  • I assessed the user interface, level of customization, and ease of operation and setup for each CRM.
• Customer Rating 10%
  • The reputation of each real estate CRM software was evaluated by considering feedback from verified users.
• Expert Score 10%
  • At The Close, we meticulously review each top real estate CRM, assessing standout features, additional considerations, and the value proposition from the perspective of real estate experts.
• Help & Support 5%
  • If real estate agents require additional assistance, access to customer services such as live chat, phone support, and email assistance is essential. 

Read more about our methodology here.

FAQs

What are the key benefits of using a CRM in real estate?

How difficult is it to implement a CRM in my existing workflow?

What are the advantages of using a power dialer in conjunction with a CRM?

The Bottom Line: Is Lofty Worth Your Money? 

I’m a fan of all the tools that Lofty offers. It’s like having a Swiss Army knife in your business toolbox! It streamlines our chaotic days and keeps agents ahead of the competition. With its comprehensive features, from automated dialing to detailed analytics, Lofty simplifies workflow and enhances the effectiveness of our marketing and client management strategies.

That said, Lofty does come with its own set of challenges. The support could be snappier, and the rich feature set comes with a learning curve that might intimidate newcomers. So, should you invest? If you’re geared up to elevate your real estate game and need a real estate CRM that can keep pace, Lofty is a sound investment. It’s ideal for those looking to optimize their business and drive results.

The post Lofty CRM Review: Pricing, Features, Pros & Cons (2024) appeared first on The Close.

Pros

• Scalable for teams of any size
• Convenient mobile app for on-the-go access
• In-depth management of deals and contacts
• Comprehensive suite of marketing tools included

Cons

• Customer support is not available 24/7
• Lacks website or landing page creation features
• The complex interface may challenge new agents
• Guided onboarding is not available in the basic plan

The Close Score

4.5

Pricing:

4.0

General features:

5.0

Additional features:

4.3

East of use:

4.0

Support:

4.3

Customer rating and popularity:

4.3

out
of

5

My Verdict on Realvolve & Why You Should Trust It 

Having deployed numerous CRMs across real estate and various other business sectors, I find Realvolve shines for users who can justify its monthly expense as there are more affordable options. The platform is visually appealing and supports organization for novice and seasoned agents, providing they can navigate its extensive features without feeling swamped. The most straightforward systems yield the most significant results in sales-driven businesses, and Realvolve can be as simple or complex as you would like to build it. 

Agents ready to embrace the workflows, SMS capabilities, and revenue forecasting tools will discover that Realvolve can bolster their business and drive growth. The platform’s array of features is designed to enhance productivity and streamline operations, making it a valuable asset for proactive agents. Fortunately, a 14-day free trial is available, allowing you to explore the platform’s fit for your business firsthand and assess its potential impact on your daily operations and long-term goals.

Realvolve Alternatives

While Realvolve offers comprehensive features designed to streamline operations and enhance productivity, some users might seek specific functionalities or integrations not currently available with Realvolve. Although Realvolve integrates with web-based programs like Gmail, Evernote, and Zapier, agents might want to pursue another platform that integrates with third-party lead generation websites. Alternatively, exploring more affordable options could lead you to consider other alternatives.

Software	Why It’s a Great Alternative	Learn More	Ready to Purchase?
	Ideal for its robust website and landing page creation tools	Follow Up Boss Review	Visit Follow Up Boss
	Appealing for its affordability, offering competitive features at a lower cost	No review yet	Visit Pipedrive
	Stands out with its round-the-clock customer service	Wise Agent Review	Visit Wise Agent

What Current Users Think of Realvolve

My assessment of Realvolve and other user Realvolve CRM reviews place it high on the list due to its comprehensive features, intuitive design, and scalability, which are suitable for teams of any size. Recognizing that my view is just one among many, it’s noteworthy that broader user feedback aligns with my perspective, as evidenced by its 4.3 out of 5 rating on GetApp and Software Advice. This collective rating reflects a shared appreciation for what Realvolve brings to the table in the real estate tech arena.

Check out a few Realvolve reviews:

When probing into the Realvolve reviews that identified limitations, the feedback largely pointed to manageable issues, notably the speed of information retrieval and the ease of accessing data.

Key Features of Realvolve

Realvolve is an extremely comprehensive CRM platform with all the essential features for success in the real estate domain. I love its flexibility to customize its use, aligning it with specific goals, such as team expansion, enhancing lead engagement, and leveraging mass SMS texting capabilities. This adaptability ensures that professionals can harness Realvolve to meet and exceed their objectives regardless of their focus.

Check out a brief overview of the Realvolve CRM:

Team Management 

Realvolve excels in team management, providing a suite of tools that foster collaboration and efficiency among real estate teams. The platform ensures that every team member is aligned and informed, with features that enable seamless communication, task delegation, and progress tracking. The ability to customize dashboards and set individual and team goals further enhances collective productivity, making it easier for managers to monitor performance and for teams to stay on track toward their objectives.

Marketing Templates

By integrating marketing templates into its robust feature set, the platform streamlines the process of creating engaging marketing content, enhancing overall efficiency. These templates offer agents and teams a foundation for easily crafting personalized emails, newsletters, social media posts, and other marketing collateral.

Key benefits of using Realvolve marketing templates: 

• Brand consistency: Ensure consistency in branding across all marketing materials.
• Time savings: Streamline the marketing process and save time on content creation.
• Professionalism: Present a polished and professional image to clients and prospects.
• Customization: Tailor templates to match specific campaign goals and target audiences.
• Engagement: Create engaging and impactful marketing materials to attract and retain clients.

Training & Resources

The platform extends its utility with comprehensive training and resources, ensuring users can maximize their potential. The “office hours” videos on YouTube highlight this commitment to user success, offering deep insights into various features and best practices. Additionally, the resources page is stocked with training materials covering a wide range of topics, from basic navigation to advanced feature utilization.

For those opting for the Navigator pricing plan, personalized support, including one-on-one training, setup assistance, and customization services, is an added benefit. This multifaceted approach to user education facilitates a smoother onboarding process and empowers users to tailor the platform to their specific needs, driving productivity and success.

Document Management 

The document management feature in Realvolve increases organization and efficiency, especially through checklists within CRM workflows. For example, within a listing transaction workflow, agents can add an activity titled “Review All Documents.” This activity includes a comprehensive checklist of all necessary documents that the client must complete. As each document is finalized, it can be marked off the list, ensuring nothing is missed.

Automated Text Messaging 

Client engagement receives a significant boost with the text messaging automation feature. This functionality enables the automation of text message communications within the platform’s workflows, from appointment reminders to updates on new listings. The strategic use of text messaging enhances the efficiency of client interactions and strengthens relationships, providing a personal touch that is essential in today’s fast-paced real estate market.

Realvolve Pricing

Realvolve clearly outlines its plans for individual users directly on its website, offering straightforward insights into the costs for basic use. Yet, for the Navigator or Team plans, pricing details require a direct contact and demo consultation. 

It should also be noted that the difference between the Basic and Accelerate plans is minimal, with just a $5 monthly variance. For those prepared to commit, making a one-time annual payment awards a bonus of two months free. Notably, all plans include a sign-up fee, an essential consideration for agents calculating their investment.

Methodology 

Our team, which includes data analysts, writers, and editors, rigorously reviews each platform to develop a weighted scoring system to assess various real estate CRMs. At The Close, our committed experts strive to ensure that our evaluations serve as a comprehensive guide for real estate professionals, aiding them in navigating the complex landscape of solutions and technologies within the real estate sector. 

With a deep passion for advancing the industry, we aim to furnish insights that empower agents and brokers to make informed decisions, optimize their workflows, and, ultimately, enhance their productivity and success in the competitive real estate market.

We based our Realvolve reviews using the following criteria:

• Advanced CRM Features 25%
  • This category encompasses more sophisticated functionalities like team management tools, document management, mobile applications, marketing tools, social media integrations, and available reporting and analytics. 
• Value for Money 20%
  • We meticulously examined each CRM’s pricing structures, subscription plans, and availability of free trials and bulk discounts.
• General CRM Features 20%
  • The team considered basic features such as contact management, text and email capabilities, task management, task reminders and notifications, lead management, pipeline or dashboard customizability, audience segmentation, transaction management, and integrations.
• Ease of Use 10%
  • I assessed the user interface, level of customization, and ease of operation and setup for each CRM.
• Customer Rating 10%
  • The reputation of each real estate CRM software was evaluated by considering feedback from verified users.
• Expert Score 10%
  • At The Close, we meticulously review each top real estate CRM, assessing standout features, additional considerations, and the value proposition from the perspective of real estate experts.
• Help & Support 5%
  • If real estate agents require additional assistance, access to customer services such as live chat, phone support, and email assistance is essential. 

Read more about our methodology here.

FAQs

Does Realvolve offer integration with popular real estate platforms?

Why should real estate agents use a CRM?

How beneficial are automated workflows to close real estate deals?

Bottom Line: Is Realvolve Worth Your Money? 

Realvolve is your trusty sidekick in the wild world of real estate. With customizable workflows and seamless integrations to help make your life a breeze, Realvolve has your back. Imagine that you’re constantly on the move, managing multiple deals simultaneously, and Realvolve’s mobile app and automated texting feature step in seamlessly, no matter where you are.

While my review and other Realvolve reviews state it’s pretty darn amazing, it’s not without its quirks. Some features, like the rFactor relationship and revenue prediction or contact cross-section features, might leave you wishing for a little extra explanation on its website. It’s good to know they provide a help desk and chat support to answer those questions. 

Should you take the plunge and invest in Realvolve? Well, if you’re all about marketing templates, seamless integrations, and staying connected on the fly, then yes! Realvolve offers a robust suite of tools tailored to the needs of real estate professionals, making it a valuable asset for those looking to streamline their business. Ultimately, Realvolve brings a lot to the table for real estate pros looking to shake things up and take their business to the next level.

Your Take

Have you used Realvolve in your business? If so, let us know your Realvolve reviews—we want to hear from you! Let us know if you like it or not, what features are your favorite, and how Realvolve can improve.

The post Realvolve Review: Pricing, Features & Pros & Cons (2024) appeared first on The Close.

In this Zurple review, I’ll provide an unbiased look at how it works, examine how much the platform costs, share an exclusive video walk-through, and tell you whether I think Zurple is worth the price tag.

Unlike other Zurple reviews, to determine if the company lives up to the hype, I did a deep dive into Zurple to better understand what it does differently than all the other players in the crowded real estate lead generation space.

The Close Scorecard

Check out The Close scorecard, where I lay out the software’s pros, like lead exclusivity, analytics, and the powerhouse nurturing system, alongside some of the cons, like the limited integrations. Think of the scorecard as a bird’s eye view of Zurple, complete with my overall score based on the criteria I evaluated.

Pros

• Exclusive leads
• Powerful lead nurturing system
• Easy-to-use platform with a minimal learning curve
• Extra features like social media schedulers and video messaging
• Excellent analytics
• Easy team management

Cons

• Customer service needs improvement
• Lack of training
• Limited integrations
• Websites are basic landing pages, not fully branded
• No ownership of the websites
• Six-month contract required

The Close Score

4.2

Pricing:

3.3

Features:

4.3

Integrations:

3.7

Lead Quality:

4.3

out
of

5

I will say that Zurple offers a powerful lead generation option with exceptional nurturing tools for agents who can spend a little more. It may be a difficult platform for a solo agent, especially newer agents, to jump into software this complex. Not because it’s challenging to learn but because it may be a lot to invest right out of the gate. But, for established agents, Zurple provides a steady source of exclusive leads that can continue to build your business on autopilot.

What Is Zurple?

Zurple is a lead generation software that specializes in lead capture and nurturing. The company uses online lead generation strategies to capture leads and employs intelligent lead nurturing on autopilot to increase lead conversion rates. Agents then spend their time making meaningful connections once the lead becomes active.

Once a lead is captured, their information is fed directly to the Zurple customer relationship manager (CRM), where “Zurple Auto Conversations” take over. This complex set of reactive nurturing campaigns does the bulk of the lead nurturing for you, including email, SMS texting, MLS property alerts, and more. 

These Auto Conversations adjust their flow automatically depending on your lead’s response and website behavior, making their conversion rates and effectiveness very high. When a prospect’s Lead Intelligence Score rises to a certain level, Zurple notifies you to jump in, and you can continue the conversation with a now-active buyer or seller.

One of the best features of Zurple’s lead generation system is the leads are exclusive to the agent. So, no need to worry about competing with other agents for the same lead as you might with a Zillow or realtor.com lead.

Zurple Pricing 3.3 out of 5

Zurple offers a base price with add-ons to give you more flexibility regardless of team size. You start with the basic package, then add additional lead streams as your ability to handle them grows. 

Initially, I got a bit of shell shock from the sticker price for this CRM. $149 per month just for the CRM itself seemed like a pretty steep amount to pay for software that doesn’t really integrate with other platforms. But, seeing the power of lead nurturing and the resulting conversion capabilities, the software justifies the heavy price tag.

Here’s the breakdown of Zurple’s pricing:

• Zurple system: $149 (includes $10 data services fee)
• Add-ons:
  • Additional website: $100 per month
  • Lead products
    • Pipeline Boost (social media leads): $10 per lead
    • Search engine lead products (auto leads and auto listings): Depends on city, but generally $35 to $40 per lead

Zurple has invested a lot into its lead nurturing system to maximize leads. Because of that, Zurple doesn’t let agents purchase the lead generation system without investing in the Zurple CRM. It wants to ensure any generated leads have the greatest potential to convert.

I get that. Many companies are moving to walled gardens where they keep everything within their ecosystem. But it’s limiting for agents if they want to use software they already know how to use and love. It requires learning a whole new platform that may be missing some features.  

Based on my experience with ad spending, the pricing for Zurple’s lead generation system is expensive. But it is in line with other platforms that provide exclusive leads, especially considering Zurple’s team of advertising pros is doing the work for you. They create the ads and then place them in the optimal times and locations to get the highest rate of return. 

I love how much effort Zurple puts into assisting agents to generate leads, but the nurturing system is where the real value is. Zurple’s system runs more like a sales assistant than a CRM. 

Zurple Review Video Walk-through

Are you curious about what life is like as a Zurple agent? Check out Chris’s video walk-through, where he gets full, unfettered access to the entire Zurple platform and shows you precisely what you’ll see when you become a Zurple user.

Zurple Key Features 4.25 out of 5

Zurple is a complex platform. In this section, I’ll detail how Zurple works, what I like about it, and where I think it could improve. 

Automated Lead Nurturing + Auto Conversations

This feature is probably the most important differentiator. When leads come in, they’re fed directly into the Zurple CRM, which immediately delivers highly engaging interactions to nurture them.

I’m not talking about a basic welcome email drip sequence. These are complex automated outreach campaigns using email, text messages, MLS market updates, new listings, and more.

The game-changer here is that Zurple’s nurture campaigns automatically adjust as the behavior of your leads changes. So, for example, if you send your lead a property alert and they wind up opening that alert and visiting it 10 times a day, the next step in the campaign progress will be different than if they only opened it once.

Zurple calls these nurturing sequences “Zurple Auto Conversations,” and they’re pretty impressive. I love that this technology also works based on your lead’s SMS text response behavior.

This technology is becoming more essential to running your business, especially if you’re a solo agent. It acts almost like a sales assistant, keeping up with your fresh leads, qualifying them, answering questions, and keeping them engaged, all on autopilot. That frees you from spending time trying to keep up with your marketing efforts while still trying to show homes, go on listing appointments, and all the other fun aspects of being a real estate agent. 

Lead-capturing Websites

Zurple agents start by setting up a market-specific landing page for the areas they’re interested in targeting. This site isn’t designed to replace your primary website—it merely provides specific buyer and seller value to capture contact information.

While the Basic plan only comes with one landing page, many Zurple agents run multiple pages, targeting different market segments and communities in their region. This makes sense, as the more focused your real estate marketing approach is, the more effective it will be. 

Many real estate lead generation companies try to get agents to use their landing pages as company websites because it makes capturing and transferring leads easier. But, these same companies rarely offer the branding, content marketing options, and overall connectivity your real estate website needs to be effective. 

Zurple’s agent websites are intended to be used simply as a lead capture device. I love the simplicity and functionality of Zurple’s landing pages, but I wouldn’t advise an agent to use it as their business website.

Lead Intelligence Scoring

Once your lead has demonstrated certain behaviors, Zurple reviews signs of their readiness to activate as a client. The company will notify you that it’s prepared for you to take over communication.

You then remove the lead from the automated communication flow in the CRM, meaning the lead will no longer receive nurturing messages based on their website behavior.

Zurple’s Lead Intelligence scoring is thoughtful and based on the lead’s behaviors. I love how the system prompts you when it’s time to take over the lead communication. There’s no question about when you should jump in because the system, based on the direct lead collection data, tells you. It’s clever how the system prioritizes the leads based on thousands of data points. That way, you can spend more time specifically on those leads who are ready to activate.

Social Media Marketing Tools

Once you set up your market-specific landing page, you must drive traffic to that page. You can do this through social media tools inside the Zurple CRM. One of my favorite parts is the timeline view, which shows your post history for anything you post from inside the platform.

You can also drive traffic with your marketing, independent website, or paid ads, including those you run on Zillow, realtor.com, and any other Zapier-connected platform. Zurple also offers the option to contract with them to run Google, Bing, and Yahoo ads to drive traffic through search engine results, a logical strategy since their websites are so market-specific.

The social media ad templates are sharp and reduce your time, especially if you are new to ads. However, the functionality is limited. This is not the place to do all of your social posts. It’s just a place to promote your listings and Zurple websites. 

Analytics

Zurple does an outstanding job giving you tons of feedback on your progress. You can track everything from how many leads have converted and how many leads have come from each source. You can also tell how well individual agents on your team convert their assigned leads. I love how much information it provides to help you improve your conversion rate after Zurple reviews your data.

Integrations 3.75 out of 5

One thing about Zurple that I’m not as crazy about is that you can’t integrate with outside platforms. The company prides itself on capturing leads for you and putting them through the lead-nurturing process. Doing that with any external tools you may be using is challenging. It’s basically a walled garden that you can’t use with any other platform. So, if you want to use this platform, it’s an all-or-nothing solution. 

However, the platform allows outside lead sources to be fed into the system. You can add your Zillow, realtor.com, and Market Leader leads directly into the software so it can get the same lead nurturing treatment as the leads generated from the Zurple landing pages. That ability can help you develop a higher return on investment (ROI) on the money you spend generating leads from those platforms, which adds significant value to the Zurple system.

Lead Quality 4.3 out of 5

Zurple’s automated lead-scoring system is one of my favorite features. When a new lead comes in through any source, it’s fed directly into the CRM. The automation starts, and that’s where the magic begins. Based on the lead’s response to the lead nurturing efforts, the lead’s score will change. In other words, if a lead opens an email vs one that doesn’t, that lead’s campaign will change. You’ll be alerted to those who have shown behaviors that turn it from a cold to an active lead so you can take over the communication efforts when the lead is ready. 

I love this feature! The automated artificial intelligence (AI)-driven nurturing campaigns keep your leads engaged, monitoring their behaviors so you lose fewer of them along the long way. I don’t know about you, but I always found playing the long game in lead nurturing hard. I lost so many leads I generated because they were a year away from making a home purchase. This system prevents that lead loss and helps you convert more leads into sales. 

Zurple also helps keep your pipeline filled with leads in different parts of the sales funnel. And you don’t have to become some kind of marketing expert—Zurple has created a system to do it all for you with their Auto Conversations.  

Zurple Alternatives

As awesome as Zurple is, there may be better choices for you and your business. Let’s take a look at some alternatives worth considering.

Hey, there’s more than one way to generate leads. If you’re looking for more options to make your lead generation plan fit how you work, check out some of our buyer’s guides below.

Bottom Line: Is Zurple Worth It?

For many agents, the answer is yes. The platform isn’t perfect—Zurple requires a substantial commitment of time and money to maintain the various landing pages and the statuses of the leads that Zurple is nurturing on your behalf. 

But these drawbacks are well worth the benefit in potential commission income for experienced agents, large teams, or brokerages. For newer solo agents, this may be more than necessary. There are plenty of more affordable options that might be a better fit. 

Many companies are moving to walled gardens like Zurple where they keep everything within their ecosystem. But it’s limiting for agents if they want software they already know how to use and love or opt for something more affordable. It requires learning a whole new platform that may be missing some features. 

I do recommend Zurple as a real estate lead generation and nurturing platform for those ready for it. Zurple’s features are well worth the price, the CRM and lead system are intuitive and easy to navigate, and the integrations with other lead sources like Market Leader, Zillow Premier Agent, and others are seamless.

Methodology: Why You Can Trust This Review

Not all reviews of real estate tech products are created equal. I typically approach any reviews from the perspective of a practicing real estate agent who might use the platform. As a licensed real estate agent, I have direct experience using software to run my business. I have personally closed several real estate transactions, generated leads, and developed and deployed a digital strategy in my business. I have firsthand knowledge of what it takes to be successful in this industry.

Leaning on that experience, I evaluated this lead generation software based on the following criteria:

• Price vs value provided
• Lead quality and exclusivity
• User interface and learning curve
• Analytics 
• Lead nurturing and automation

For this Zurple review, I also used a rubric to weigh the software against its competitors to balance my professional opinion with objective assertions. You can trust that the observations, analyses, and conclusions are mine and represent the position of the editorial team here at The Close.

Bottom Line

After an intensive look at Zurple and the benefits it offers real estate professionals, The Close is happy to offer this product our endorsement and recommend it to our readers. 

The platform isn’t perfect—it is certainly a financial commitment as well as a time commitment to maintain the different moving parts of the various websites and monitor the status of the leads that Zurple is nurturing on your behalf. But, these drawbacks are well worth the benefit in potential commission income.

The post Zurple Review: Pricing, Features, Pros & Cons appeared first on The Close.

Does Top Producer offer the options and power-ups to pull this off? In this review, I’ll take you on a tour of the platform and give you an insider’s look at the Top Producer experience. I’ll examine each of the Top Producer packages, their major components, and costs to help you decide if Top Producer is the right real estate CRM for your business.

The Close Scorecard

Pros

• Attractive, customizable dashboard
• Market Snapshot tool to help keep your clients informed
• Excellent customer service
• Lots of lead generation options to choose from

Cons

• Top Producer CRM doesn’t fully integrate with provided agent website
• Best platform features aren’t available on the Pro Plan
• Automated communication options are fairly limited

The Close Score

4

Pricing

4.2

Features

2.1

User Interface

4.8

out
of

5

My Take on Top Producer Producer CRM  

Top Producer has been in the real estate CRM game since the 1980s. For some companies, being around for the last 40 years might mean their product is antiquated and stale, but not so with Top Producer. They’ve continued to innovate in the real estate CRM space for decades. And they’ve continued to push the needle forward with some of their latest updates.

I personally think Top Producer is an efficient CRM for real estate professionals, with some high-level functionality and tons of options for lead generation and nurturing. It may not fit the budget of many solo agents in the first few years of their businesses, but could help mid-level agents level up their game and bump up their GCI.

What Is Top Producer?

Top Producer is a real estate CRM that includes a lead generation platform with automated nurturing. As part of its latest lead-generating package, Social Connect, the company’s advertising experts create Facebook and Instagram ads to promote your listings and brand to generate leads. Those leads are then sent directly to your Top Producer CRM, where the automated nurturing system kicks in, increasing your conversion rate. 

Top Producer, in keeping up with the latest technology, added some artificial intelligence (AI) to the platform. With Smart Targeting, predictive analytics puts you in front of those homeowners most likely to sell, increasing your first contact opportunities and boosting your likelihood of landing more listings.

Top Producer Pricing for 2023

Top Producer is a little pricey for a newer solo agent, but for seasoned agents, teams, and brokerages, it’s a great tool to help scale and boost gross commission income (GCI) overall.

All Top Producer plans require an initial one-year contract. After the initial year, users can choose to commit to another year or go month to month. 

Comparing CRM Competitors Against Top Producer

Top Producer’s Pro plan at $109 per user, per month may seem like a steep price to pay when there are other CRMs that come in way under the $100 price tag. Some even cost less than $50 per month. Here’s a quick breakdown of how Top Producer’s price compares with other CRMs:

As you can see, real estate CRM pricing runs the gamut. Some CRMs offer a lot more features and the option to add a la carte services, while others provide basic services to get you started in your business. Top Producer is not the most expensive nor is it the least. But it does offer a lot of services that some other CRMs don’t. 

It’s important to note that, though Top Producer offers an integrated website, it’s not included in this monthly price. You’ll be charged an additional $35 per user, per month when you’re ready to take your business to that next level. It’s also not an IDX-enabled site, so you won’t get the benefit of aggregating your MLS listings to your website. Real Geeks and Market Leader feature an IDX-enabled website already included in their monthly subscription prices. 

On the other hand, Top Producer includes some lead capture services that CRMs like Follow Up Boss and Wise Agent don’t. For basic CRMs, these platforms are pretty close in user experience and ease of use. Some of these more advanced functions include MLS integrations and branded market reports you can send to your database. 

Where Top Producer Stands Out

So, what does Top Producer offer that justifies that price point? I will tell you that their lead nurturing system, which is built into their CRM, is one of the best around. 

The Top Producer team has spent countless hours creating a whole library of nurture communications for both email and text to encourage engagement and help convert leads into sales. And more sales means more GCI. So, if Top Producer can deliver on the promise of better, more fully nurtured leads with less work for agents, then that price tag is more than fair. 

Top Producer Video Walk-through

We know our readers love to see a product’s user interface and understand its functionality in our deep-dive tech reviews. Check out Chris’ tour to get a detailed look at Top Producer’s key features in this walk-through video.

Key Features

Now that we have a basic understanding of what Top Producer offers and how much it costs compared to other CRMs, let’s break down the platform’s most important features.

CRM Dashboard (4.2 out of 5)

The dashboard for Top Producer is modern, action-oriented, customizable, and designed with busy, multitasking Realtors in mind. I spend a lot of time exploring real estate CRMs, and I’ll just say it: All dashboards are not created equal.

There’s no wasted space here—every square inch of Top Producer’s dashboard is designed for productivity. And, there are enough customization options with this interface that most agents will be able to create their own experience.

If I had any negative feedback, it would be that the white-on-white color scheme is a little hard on the eyes. But, overall, the dashboard experience is definitely a win.

Communication Automation (4 out of 5)

Top Producer’s automation options allow you to create standard email drip campaigns. And with Market Snapshot, you can keep your buyers and sellers in the loop with the latest market data.

But creating more complex email drip sequences that react to behavior—like one email if the previous message is opened, one if it is not opened—is a bit of a pain. Also, you can’t automate SMS text messages within your campaigns. The features are doable—they’re just not as easy as some competitors’ systems. And some things have to be done manually, like texts.

If you’re a high-volume agent or team leader with designs to become the next great automation expert, this might not be the platform for you. But for most agents, these misfires won’t be an issue. And FiveStreet’s lead follow-up system (see below) may take care of most agents’ automation requirements.

I was happy to see that they’ve combined all of their templates, market reports, and other marketing communications under one marketing tab. That’s a nice improvement since last year.

Transaction Management (4.2 out of 5)

In the tab called Transactions, Top Producer users can manage active deals, prioritizing tasks, sorting by stage, and more.

Transaction management purists might scoff at my 4.2 out of 5 rating, but hear me out. Yes, the Top Producer platform lacks the ability to communicate with other important members of a transaction team (mortgage brokers, inspectors, appraisers, and so on). Yes, it’s also missing a client-facing portal that allows them to monitor their transaction’s progress.

Knowing this, I still love this feature of Top Producer. This tool hits me and my business needs right in the sweet spot, and I suspect it will do the same for other Realtors too.

Why? Because it provides a really great visual timeline of each transaction—an easy-to-reference spot where I can see exactly what’s been accomplished and what’s coming next for a critical part of my business. 

Agents will also benefit from a handy commission calculator and tracker to forecast performance and measure goals. You can also create customized call sheets with all the other stakeholders involved in your transaction, even if you can’t communicate with them from inside the platform.

FiveStreet Automatic Lead Follow-up (4 out of 5)

Have you ever thought to yourself, “I’d love to get more leads, but I simply can’t handle the follow-up?” You’re not alone. Speed-to-lead response time is critical nowadays, and for many agents, our ability to increase lead volume is limited by our ability to respond and connect in the moment.

FiveStreet is Top Producer’s automated lead follow-up tool that responds to your generated leads with an email or a text within that golden five-minute speed-to-lead window. Top Producer users at any level can access this feature for $25 per user, per month. FiveStreet allows users to choose from any of the dozens of follow-up email or text templates, or create their own.

FiveStreet users can leverage this lead follow-up service for any leads, not just ones generated via Top Producer. Whether you’re using Zillow Premier Agent, SmartZip, Market Leader, or any of the more than 150 lead providers they support, you can expand the top of your funnel significantly with FiveStreet automations.

The only issue with this tool is the integration with the Top Producer CRM isn’t perfect. When FiveStreet reaches out to a lead via automated communication, if your lead responds to that communication, their response is not automatically logged in their contact profile. You have to manually enter that communication.

Honestly, this feels like a straightforward fix, something we hope Top Producer will remedy soon, because this would make this tool an absolute no-brainer.

Social Connect (4.7 out of 5)

This is one of the coolest feature upgrades I’ve seen all year. It’s like Top Producer surveyed agents across the country and asked, “What do you need the most help with?” Because they’ve just taken all the work out of creating social media ads. Period.

All you have to do is enter your city and ad budget, and the pros at Top Producer will get your social media campaign up and running within hours, generating hot leads directly to your CRM. You can’t get any simpler than that. 

To be fair, these are top-of-the-funnel leads that will need a ton of nurturing to convert. But that’s also where Top Producer will work extra hard to make sure the juice is worth the squeeze with their nurturing campaigns. Basically, it’s a hands-free lead gen system that you never have to touch until the lead shows buying signs. That’s pretty cool.

Real Estate Website

As a Top Producer customer on any plan, you can access a multi-feature website for a reasonable $35 a month. My suggestion to Realtors is that you take advantage of this website offering, but use it as a secondary site for lead capture.

Why? Their platform lacks a couple of key features, including a native IDX integration—which means that property search functionality isn’t baked into the platform. Secondly, they don’t offer a logged-in experience for your site visitors. Without the data that logging in provides, user activity can’t sync directly to contacts in your CRM and translate visitor behavior into lead profiles.

That being said, you can easily create landing pages and single-property websites, lead capture that does sync straight to your CRM, and a lot more. Top Producer offers easy page creation templates you can use to highlight neighborhoods or specific sectors of your market, which is worth $35 each month. I love what you get here.

The Bottom Line: Is Top Producer Worth the Cost?

Top Producer offers excellent bang for your buck, providing many ways for real estate agents, teams, and brokerages to level up their businesses. The tool isn’t perfect, but its offerings are a great value, and anyone looking for a real estate CRM should consider Top Producer.

Methodology: Why You Can Trust My Review

I’ve been a licensed real estate agent for more than five years and I’ve tested a lot of CRMs. I evaluate each piece of software as a real estate agent who would actually use the platform in my business. 

I created a weighted rubric that I use to evaluate each platform against its competitors to keep things balanced and fair and to add context to my statements. 

For this Top Producer review, I looked at pricing, features, and user interface and compared it to other CRMs that offer similar functionality. I used a demo account shared with me by the team at Top Producer.

Over to You

Remember, the best CRM is the one you will use. So, take my opinion for what it’s worth—an honest assessment of the platform. If you have a different opinion, I’d love to hear about it in the comment section.

The post Top Producer CRM Review: Pricing, Features, Pros & Cons + Video Walk-through appeared first on The Close.

Today, more than 20 years later, Wise Agent is still one of the most popular, highest-value CRMs on the market. I’ll show you how and why.

Pros

• Easy-to-use interface
• Excellent training
• Concierge 1-on-1 onboarding
• 24/7 support
• Drip campaigns
• Customizable landing pages
• Unlimited document storage
• Lots of integrations
• Contact automation
• AI writing assistant
• Transaction management

Cons

• No mobile app (web app accessed through your device’s browser)
• Text messaging not included
• No dialer
• Seemingly constant updates without warning
• Not an all-in-one solution (no website or paid lead generation)

The Close Score

4.3

Pricing:

5.0

Features:

3.7

User Interface:

4.1

out
of

5

Jodie Recommends

My Take on Wise Agent CRM

Wise Agent is more than just a place to organize contacts and leads. It’s an entire ecosystem that manages your marketing materials, calendars, transactions, drip campaigns, texts, and phone calls. And it does all of that for an affordable price.

It’s absolutely one of the best full-featured CRMs on the market for the price. And while it may not have all of the bells and whistles of a Rolls Royce-level CRM, it is simple to set up, highly functional, and provides above-and-beyond customer support.

Check Out Wise Agent Free for 14 days

What Is Wise Agent CRM?

Wise Agent is a CRM software that allows agents to manage their contacts from acquisition to close. The creators of Wise Agent want it to be the only dashboard you need. It provides checklists for closings, monitors commissions, facilitates communication, and assigns responsibilities to team members.

For many agents, the idea of signing up for a new CRM conjures apocalyptic images of the world ending. But Wise Agent makes it easy with one-on-one customer onboarding to make the transition painless. 

Wise Agent Pricing

Wise Agent offers a hefty selection of features for the price. You get almost all the basic features for around $30 per month, which slays many competitors in this space. You can choose to include a few extra features like additional users ($32 per batch of five), text messaging ($8 per month + $20 registration fee), and lead enhancement ($5 per month unlimited), which scours the internet to get more data on your leads such as full names, companies, social profile links, and more.

This CRM definitely provides enough tools for agents to run their businesses from end to end. And if you want to add on something like BombBomb, which I love to use for video communications with clients and prospects, the integrations Wise Agent offers help create a seamless, fully functional platform for a fraction of what some other software companies charge. I love how customizable it is while already offering practically everything I need to run a successful real estate business.

For comparison, here’s a quick breakdown of Wise Agent’s pricing compared to other CRMs:

As you can see from this table, Wise Agent’s monthly investment is highly competitive with other CRMs of similar caliber. Some CRMs offer a lower price tag, but then you end up spending money on add-ons that bring the price up. While some CRMs listed offer more than just a CRM, they include comprehensive marketing, lead generation, and transaction management solutions. But for agents with less experience with real estate management software, Wise Agent is comprehensive enough for most transaction management tasks, and doesn’t nickel and dime you by charging extra for the cool features, making it a wise investment from the start. (See what I did there?)

Key Standout Features

Let’s take a deeper look at some of the best aspects of the Wise Agent platform. 

User Interface

I remember the first time I tested Wise Agent years ago. I found the interface to be clunky, not user-friendly, and lacking in some of the more polished features of other CRMs. I’m happy to say Wise Agent listened to the client feedback from their users and has made tremendous progress in improving the user experience on their platform. 

While users once described it as dated, in a Windows 98 kind of way, it’s now much more streamlined and sleek. Wise Agent’s features are easy to find, set up, and use. In fact, here’s a blog post in which Wise Agent explains its major facelift and thanks their users for their feedback. You have to love a company that values its users the way Wise Agent seems to.

Customer Support

Since I’m already talking about how Wise Agent values its users’ feedback, let’s go ahead and talk about its stellar customer support. First, they give you complimentary one-on-one support to onboard you and your database. Then, they offer 24/7 support anytime you need additional assistance. 

And the company has tons of training so you can help yourself with online classes, the blog, or just schedule a meeting with a technician. Wise Agent prides itself on exemplary customer support and its team goes out of its way to make sure clients feel good about working with them. 

Easy Contact Management

Adding contacts, one of the most laborious and dreaded tasks of switching CRMs, is actually pretty easy with Wise Agent. They offer so many integrations, it’s simple to import existing contacts from just about anywhere.

Wise Agent uses its lead enhancement tool to automatically search an email address and pull available information from social media accounts. With this tool, a partial lead (just an email address) can quickly become “enhanced” with names, businesses, photos, job titles, and even social media handles. Each user gets 100 free credits each month to use (one use = one credit) but you can easily upgrade to having unlimited credits for just $5 per month. 

The Dashboard

Wise Agent’s main dashboard is all business. The calendar is smartly positioned in the center, below the commission-tracking graphics. A user-friendly set of options along the top of the screen offers drop-down menus that display your main functions.

What I love about the new layout is they decided to keep everything easily accessible. It feels intuitive, so there’s no drilling down a million menus to get one simple task done.

In addition to the calendar, the dashboard has comprehensive time management tools. It’s easy to track recent leads, the call list, task list, and transaction hotlist.

Integrations 

Wise Agent makes it easy to create a CRM that includes all of the tools you need, want, and actually use. The extensive list of integrations means Wise Agent is one of the most versatile and customizable products on the market.

If they don’t offer a service, chances are they have an integration to fill the need. You can easily integrate tools such as Google, Mailchimp, YouTube, and BombBomb, so you might never have to leave your CRM.

Easy & Customizable Marketing Tools

Wise Agent’s many marketing solutions are perfect for agents who don’t know exactly what they want or need. Here’s a look at the main tools, libraries, and customizable templates Wise Agent provides.

Drip Campaigns

Like most good real estate CRMs these days, Wise Agent offers marketing drip automation programs that you can assign to a lead or groups of leads.

Setting up a program is simple. For example, let’s say you wanted to create a drip campaign for buyer leads from Zillow. You can choose from a collection of prewritten drip campaigns designed specifically to qualify and nurture buyer leads or choose to design something yourself.

You can include text auto-responders, drip emails, or assigned tasks that trigger based on a schedule you create. Sticking with the above example, you could set up Wise Agent to auto-respond to your Zillow leads via text as soon as they come in, then set them up on a drip email campaign and schedule a follow-up call a few days later.

Emails, Texts & Letters

Since email marketing is still the king of real estate nurturing outreach, having an integrated email newsletter is a very useful feature.

Agents can choose from dozens of email templates and send out content that is video-rich, customizable, and strategic to help nurture and convert their leads. Of course, you can also integrate email marketing software like Mailchimp if you need more features down the road.

Text messaging typically results in a 98% open rate, ensuring your messages are read by your leads, usually within the first three minutes. You can set up auto-responses, bulk texting, and even add video texts.

And finally, for agents who still love tangible marketing assets, Wise Agent has print marketing. With a few clicks, you can easily customize cards, flyers, and other marketing materials to be printed in-house.

Landing Pages & Lead Capture Forms

One of the coolest features Wise Agent offers is the landing page generator. Using this tool, you can create custom landing pages that capture emails, make quick single-property websites, home valuation pages, and even open house sign-in sheets. Once you have a visitor input their info, it’s fed directly into your CRM so you can easily follow up.

A new addition to the Wise Agent tool lineup is the WordPress lead capture form. When a visitor is on your page, you can implement a call to action, like a pop-up that instructs them to download a helpful checklist or get more information about a listing, in order to capture that lead’s information that’s then fed directly into your CRM as a hot lead. Hooray! 

The WordPress lead capture form is a plugin that anyone with a WordPress website can install. Then, simply automate the follow-up with your personalized message and a drip campaign to keep your shiny new lead engaged.

Transaction Tracking Tools

Wise Agent has tools to track transactions and share information with team members and stakeholders. This easy-to-use system of checklists, contact lists, and unlimited document storage will guide you through the entire closing process.

If their system isn’t as accounting-focused as you need, you can easily link to integrated systems that are more in-depth, like QuickBooks or Intuit, using the Zapier integration tool.

AI Writing Assistant

This newly introduced feature allows agents to quickly create any type of content they need, with the help of an artificial intelligence (AI) bot that uses ChatGPT-3, in minutes. The AI Writing Assistant can create content for your text messages, email drip campaigns, bulk email messages, and so much more, with a simple prompt or topic suggestion. 

You can also use the AI bot to nurture your potential leads intuitively by naturally leading conversations, gathering information, and even using emojis to keep the lead warm until you can convert them.

Wise Agent Alternatives

Even with all Wise Agent has to offer, it may not be the best solution for every agent. For example, agents who are really tech-savvy or want a more customizable CRM product may find Wise Agent too inflexible, which can be frustrating. Or teams that have an integrated website may need a more comprehensive CRM solution that includes more powerful marketing solutions. Here are a few other CRMs that you might consider before you make a final decision.

The Bottom Line: Is Wise Agent Worth the Money?

In my opinion, Wise Agent is an excellent CRM, especially if you’re not a tech head. Some CRMs try to be all things to all agents. They create an all-in-one product that tries to reach everyone but is really tailored for no one. But Wise Agent seems to have avoided this by being a comprehensive solution with enough integrations, customizations, and customer support that it feels concierge.

Ultimately, my verdict is that if you want a full-featured CRM at a tremendous value that can grow with your business, then Wise Agent is for you. 

Methodology: Why You Can Trust My Review

I’ve been a licensed real estate agent for more than five years and I’ve tested a lot of CRMs. So, I try to evaluate each piece of software through the lens of a real estate agent who would actually want to use the platform. I created a weighted rubric that I use to evaluate each platform against its competitors to keep things balanced and fair and to add context to my statements. 

For this Wise Agent review, I looked at its pricing, features, and user interface and compared it to other CRMs that offer similar functionality. I have tested this CRM more than once since getting my real estate license and each time the user experience has improved. 

At the end of the day, the best CRM is the one you will use. So, take my opinion for what it’s worth—an honest assessment of the platform. If you have a different opinion, I’d love to hear about it in the comment section.

The post Wise Agent Review: Pricing, Features, Pros & Cons appeared first on The Close.