7 Best Free Real Estate CRM Software 2024
Client relationship management (CRM) software supports a real estate agent’s lead generation and nurturing efforts to maximize lead potential. Many free real estate CRMs provide sales management, marketing, and automation features that allow agents to focus on developing deeper client relationships. I’ve evaluated dozens of options to narrow down the seven best free CRMs for real estate agents based on features, ease of use, customer reviews, and support.
- Best for contact management and tracking: Freshsales
- Best for customization with artificial intelligence (AI) assistant: Zoho CRM
- Best for teams who need configurable profiles for different access levels: Insightly
- Best for lead scoring and sales gamification: Agile CRM
- Best for team and project management: ClickUp
- Best for reporting features in a sales environment: HubSpot CRM
- Best for cross-team collaboration tools: Bitrix24
If you’re unsure of where to start your search for a free real estate CRM software option to grow and manage your business, take our quiz:
Pros
- Role-based data access for growing teams
- Drag-and-drop features
- Customer support five days a week
Cons
- Multiple sales pipelines not available in Free and Growth plans
- No integrations with third-party real estate lead generation sites
- Does not sync to third-party email providers
My Expert Opinion on Freshsales
Freshworks’ CRM (also known as Freshsales) first tier plan allows up to three users for free and contains contact lifecycle stages, contact and account management, and a mobile app. The software supports growing a successful real estate business since artificial intelligence (AI) enhances productivity through contact scoring and deal insights so agents can focus on the best leads. Additionally, the CRM provides multiple communication channels, including web chat, WhatsApp, phone, and email. But, it could improve by offering 24/7 customer support.
Freshsales AI-contact scoring (Source: Freshworks)
- Mobile application: Provides agents with real-time notifications, text message communication with clients, and voice recordings and lets agents check in and out at assigned client appointments.
- Date integrations: Freshsales connects to other productivity applications like QuickBooks, DocuSign, and Zapier.
- System customizations: Customize the CRM to fit your sales cycles, contact lifecycles, and create custom fields.
- Sales pipeline management: Helps agents prioritize, track, and monitor incoming leads with unique sales pipeline creation to match the sales process, but can also have different pipelines for different geographies and deal types.
Freshsales CRM scored 4.5 out of 5 based on over one thousand customer reviews. Many users found the CRM simple, easy to use, and completely customizable to fit their sales environment and complex use cases. It’s not a one-size-fits-all CRM for companies with unique structures and growth limitations. One user said the CRM helped them shorten their sales cycle through automated marketing campaigns.
A few negative reviews of Freshsales centered around how the data was integrated into the platform. One user said they could not have custom contact filters based on custom fields. One client was disappointed to discover the limitations with the number of emails that could be sent out through the platform monthly. Users who would like a higher daily email allowance should consider HubSpot’s CRM, which sends 2,000 emails per calendar month with HubSpot branding.
- Free: $0
- Growth: $9
- Pro: $39
- Enterprise: $59
Prices are based on annual billing (per user, per month); monthly billing is also available for slightly higher rates.
Discover what our experts think about this free real estate CRM system in our Freshsales Review.
Pros
- Does not require technical ability to set up
- Mobile application
- Built-in real estate email campaigns
Cons
- Canvas design view for reports not supported by mobile
- Lacks drag-and-drop form fields in bulk
- The real estate CRM free plan is limited to only three users
My Expert Opinion on Zoho CRM
Zoho CRM is a free real estate software for agents that is easy to use and set up and doesn’t require any technical ability. The AI features include an assistant named Zia, who can assist with managing CRM data, taking notes, and calculating sales data. Also, its Canvas Builder allows agents to customize each page of their CRM and highlight essential business data, so there is quicker access, and sales reports are more visually appealing. However, it could improve by allowing drag-and-drop form fields in bulk.
Zia predictive analytics report (Source: Zoho CRM)
- Listing management: Through the Zoho Developer Console, agents can create custom modules that can act as a database to contain available listings.
- Team collaboration tools: The free real estate CRM software allows teams to communicate through activity feeds, chat, and notes.
- Sales analytics: Monitor sales activity and make data-driven decisions with activity reporting, marketing campaign results, and team performance.
- Omnichannel communication: Connect and engage with clients through phone, chat, email, social media, and web forms.
Zoho CRM was rated 4.1 out of 5 by over 2,500 reviews. Clients of Zoho CRM said they were impressed with receiving features like mail templates, emails, contact management, and invoice management—all for an affordable price. Positive reviews mention the ease of transferring data to the CRM and having a space to keep documents centralized. The CRM is so customizable that many clients use the CRM for internal organization purposes alone.
The platform was not up to par for some clients, saying that it required customization to fit their business. One user was disappointed that you could not delete a user. You had to mark them inactive, which they found inconvenient. Another user mentioned the email marketing tracking capability was difficult to locate within the CRM. Agile CRM offers a dashboard that clearly outlines marketing activities in an easy-to-digest format for better marketing visibility.
- Free: $0 for three users
- Standard: $14
- Professional: $23
- Enterprise: $40
- Ultimate: $52
Prices are based on annual billing (per user, per month); monthly billing is also available for slightly higher rates.
Check out our Zoho CRM Review and learn more about this free CRM for real estate agents.
Pros
- Mobile application for Android and iOS
- Send bulk email with tracking
- Scan business cards using the mobile app
Cons
- Customer service only limited to business hours
- Limited CRM capabilities
- Annual commitment required
My Expert Opinion on Insightly
Insightly combines lead management with seamless marketing automation to create high customer satisfaction. Agents can manage leads with automatic lead routing that tracks lead activity and relevant information from marketing campaigns like phone calls and meetings. Insightly also allows larger teams using a paid plan to configure profiles for each team member to limit their access to data irrelevant to their positions. Yet, Insightly could improve its services by offering 24/7 customer support.
Business workflow and process automation (Source: Insightly)
- Workflow automation: Minimizes manual reminders and supports sales activity by sending automatic reminders and tasks and filling out fields from new opportunities. It picks up some slack to reduce the need for meetings, calls, and emails.
- Lead routing: Eliminates the need for sales managers to assign leads to their team manually. Leads can be routed by geography, round robin, number of employees, and custom routing capabilities.
- Relationship linking: Provides a 360-degree view of contact to understand their interaction or connections better. Leads can be linked by relationships between people, events, and connections to organizations.
- Custom applications: Custom apps can be created with or without code to be deployed to employees and team members. Apps can include calculations, workflows, dashboards, and reports.
Reviews of Insightly said the platform is very user-friendly, reflected in the 4.2 out of 5 stars the platform received from more than 800 customer reviews. Clients used the platform to keep organized and track many ongoing projects easily. One client mentioned that the tasks and workflows kept business in order while contributing to the team’s overall efficiency. They were impressed by the ability to filter data on the platform to help them service their customers better.
Past Insightly clients mentioned the CRM has limitations in creating enough fields for certain data collections. One client reported a price increase occurred when features were added to the platform, no longer making it a cheap real estate CRM option for their team. Larger teams looking for a free CRM for real estate can leverage Freshworks’ CRM (Freshsales), which includes unlimited users, mobile applications, and contact and account management features.
- Free: $0 for up to 2 users
- Plus: $29
- Professional: $49
- Enterprise: $99
Prices are based on annual billing (per user, per month)
Find out if this free CRM software for real estate agents is right for you by reading our Insightly Review.
Pros
- Unlimited storage for documents relevant to a particular deal, like proposals, contracts, marketing materials, and reports
- Social media integrations
- Lead scoring is available in the free plan
Cons
- The platform interface could be more intuitive
- Marketing automation is not offered in the free plan
- Client contact storage is limited
My Expert Opinion on Agile CRM
Agile CRM is one of the only free realtor CRMs offering sales gamification. It makes a game out of your sales process to increase collaboration, lead conversion, and healthy competition among your team. Lead scoring ranks prospective clients based on their behavior. The process is automated based on the agents’ triggers, like opening emails, visiting your website, etc. This score helps agents determine which leads to focus on. But, the software may improve by offering unlimited client contact storage.
- Lead prospector: Ability to find prospective clients on social media platforms and add them directly to the CRM.
- Electronic signatures: Easily upload documents into the CRM and create a form field for e-signature for faster document completion.
- Team chat software: Allows real estate teams to communicate within the platform through chat, video, and file-sharing capabilities.
- Inbox: Having an inbox directly in the CRM reduces the need to switch between multiple applications. Agents can also manage third-party inboxes directly in their CRM.
Users of Agile CRM rated it a 4 out of 5 based on over 300 reviews. The positive reviews mentioned the platform was easy to understand and the tools were straightforward to use. Users could also add contacts both manually and automatically through website forms. Many users thought the platform provided simple marketing support while also being affordable.
Some negative reviews mentioned they were unaware of features that were unavailable in the free plan. Many users said they found glitches in the mass email marketing, stating that some customers never received the emails. The CRM also only allows the export of contacts, not any other information stored. If users are interested in exporting data, consider Zoho CRM, as it allows the export of both modules and reports to Excel format.
- Free: $0 for up to 10 users
- Starter: $8.99
- Regular: $29.99
- Enterprise: $47.99
Plans are based on 2-year billing per user, per month; yearly and monthly billing is also available for slightly higher rates.
Explore our Agile CRM Review to see why our experts recommend this free CRM for realtors.
Pros
- Mobile app is available
- Offers collaborative docs for teams
- Unlimited storage for paid plan users
Cons
- Phone support is not offered
- Requires technical skills to set up
- Limited email marketing capabilities
My Expert Opinion on ClickUp
ClickUp is a versatile team collaboration and project management platform that streamlines workflows, monitors progress, and facilitates seamless interaction among colleagues and clients. It boasts robust features like automated drip campaigns, custom fields, and time tracking. Additionally, ClickUp offers multiple viewing options, such as Kanban boards, Gantt charts, and lists, setting it apart from competitors. However, ClickUp could enhance its user experience by simplifying its learning curve and reducing onboarding time.
ClickUp visual dashboard with reports (Source: ClickUp)
- Team collaboration: ClickUp offers unlimited team member profiles on the free plan, and whiteboards offer real-time team collaboration. In addition, task views include details, discussions, mentions, and calendar syncing.
- Reporting and analytics: Automatically create detailed reports about leads and clients in easy-to-understand dashboards with visual charts and graphs.
- Customer relationship management: Task views help seamlessly track all client communications across teams, and customer workflows are easy to automate and track.
- Integrations: ClickApps include additional tools for custom workflows, including goals, milestones, automated sprints, screen recording, tags, and time tracking.
ClickUp has earned a robust 4.7 out of 5 rating from over 9,000 customer reviews, highlighting its functionality and versatility. Users particularly appreciate the adaptability of its templates across various projects and contexts and its effective productivity and task-scheduling tools. The platform’s diverse views, including Kanban boards, Gantt charts, and lists, offer a competitive edge.
However, new users sometimes find ClickUp intimidating due to its extensive features, and the labeling and filtering systems are not always user-intuitive. Additionally, the transition to ClickUp 3.0 has led to some confusion among team members regarding the new layout of features. For those seeking a more straightforward, user-friendly option, we recommend Bitrix24 for its intuitive interface and simpler setup process.
- Free: $0
- Unlimited: $7
- Business: $12
- Enterprise: Contact sales
Plans are based on annual billing per user, per month; monthly billing is also available for slightly higher rates.
Read how our experts feel about this free CRM for real estate investors in our ClickUp Review.
Pros
- Content management software
- Mobile CRM app
- Video hosting and management
Cons
- Professional and Enterprise plans can be expensive on a per-user basis
- White labeling platform only offered on paid plans
- Email and in-app chat support are not offered on the free plan
My Expert Opinion on HubSpot CRM
HubSpot offers a robust reporting dashboard that contains analytical business and customer insights. These dashboards are a centralized area to access marketing and sales data. Agents can choose from a dashboard template to leverage pre-made marketing and sales dashboards for everyday usage. The platform allows agents to create up to 300 dashboards, making it an exceptional CRM for reporting features in a sales environment. However, HubSpot CRM may improve by delivering email and in-app chat support for all plans.
HubSpot sales reporting dashboard (Source: HubSpot)
- Gmail and Outlook integration: Integrate your personal email to HubSpot’s CRM to utilize available email templates for increased client engagement.
- Deal tracking: Monitors sales activity within your team and allows leaders to create reports to understand when you’ve hit your sales goals.
- Mobile CRM app: Agents can manage their sales process, outreach, and team collaboration directly on their phones. Accessing your data anytime lets agents prioritize their outreach and stay on top of client communication.
- Meeting scheduler: Lets prospective clients schedule meetings with you to eliminate time spent on back-and-forth emails when finding a date and time.
HubSpot was praised positively, with users giving it an average rating of 4.4 out of 5. Clients found the platform allowed them to streamline their work, manage their time, and keep everything in one place. The automation processes helped keep track of tasks that needed to be completed. Another user said the email tracking and conversion analytics help them connect better with their clients.
Over 10,000 people reviewed the CRM, and less than 6% of users rated the platform less than three stars. The few negative reviews cited the free features lacked some functionality, forcing them to purchase a paid plan. One user said the assets stored within the CRM platform are stored in multiple places, so accessing campaign assets can be difficult. For better storage options, Agile CRM offers unlimited document storage in its free CRM plan.
- Free: $0
- Starter: $15
- Professional: $1,080 for 5 seats
- Enterprise: $4,000 for 7 seats
Prices are based on annual billing (per user, per month); monthly billing is also available for slightly higher rates.
Check out our HubSpot Review to see if this free real estate CRM meets your business needs.
Pros
- Project management offered in all plans
- The free plan offers unlimited users
- Document storage integrations with One Drive, Google Drive, Dropbox, and Box
Cons
- Customer service is limited to business hours
- No listing management tools
- The free plan lacks video call screen-sharing functions
My Expert Opinion on Bitrix24
Bitrix24 offers tools for collaboration, website building, and human resources automation—all in one package. The software is also the best free CRM for real estate for its team collaboration tools like chats and video calls, online meetings, team feeds, and workgroups. All these capabilities can be launched directly in the CRM without requiring outside software. Managers have the tools to manage their team’s time, delete tasks for team members, and track the costs of projects. Yet, it could be enhanced by providing listing management tools.
- Sales tunnels: Agents can separate their buyers from sellers and renters. Each customer base can have its own deal pipeline and sales funnel with customized stages. Bitrix24 lets you connect funnels so lead generation can link to the showing and closing stages.
- Facebook Lead Ads integration: Easily capture qualified leads on Facebook using a web form that automatically transfers into the CRM.
- Live chat for your website: Instantly communicate with website visitors and prospective clients. The communication is saved within the CRM for later reference.
- SMS communication: Ability to run marketing campaigns through text messages to mass communicate with contact lists.
Bitrix24 has provided many users with one unified platform for their team to store files, manage projects, communicate, and store contacts. Rated 4.1 out of 5 stars from more than 500 reviewers, users stated that the platform has increased their business performance and team productivity by boosting team collaboration. Some users even mentioned reducing expenses by implementing the Bitrix24 platform into their operations.
The negative reviews of the Bitrix24 platform found the user interface to be a bit slow and not user-friendly. They found new team members logging in for the first time to be frustrated with the experience and needed extra coaching to learn the software. One user said customer service response time was slow, and only chat abilities were available with tech support on a paid plan. For better customer support contact channels, Zoho CRM includes customer support through phone, email, or live chat for their free plan users.
- Free: $0 for unlimited users
- Basic: $49 for five users
- Standard: $99 for 50 users
- Professional: $199 for 100 users
- Enterprise: $399 for 250 users
Prices are based on annual billing (per user, per month); monthly billing is also available for slightly higher rates.
Get to know why our experts recommend this free CRM for real estate by reading our Bitrix24 Review.
Honorable Mention: Top Producer
Top Producer didn’t qualify for our list of the best free real estate CRMs as it isn’t free. However, it remains an excellent choice if you’re looking for a real estate CRM solution. Here’s our detailed evaluation of Top Producer:
Pros
- Produces important information about leads and contacts via social insights
- Connects with popular real estate lead sources such as Zillow, Realtor.com, and multiple listing services (MLS)
- Automatically delivers tailored market data for each contact with the Market Snapshot feature
Cons
- Does not offer a free plan or trial period
- Missing integrated transaction tools
- Online advertising and website features are restricted to more expensive plans
Monthly Pricing
- Pro: $129 per user
- Pro + Leads: Starting from $379*
- Pro + Farming: Starting from $399*
- Pro Teams 5: $299 for up to 5 users
- Pro Teams 10: $499 for up to 10 users
- Pro Teams 25: $999 for up to 25 users
*Cost varies based on lead volume or farm size
My Expert Opinion on Top Producer
Top Producer is a comprehensive real estate software solution provider that offers a range of tools, including a CRM system, website creator, and lead generation products. This platform proves particularly beneficial for individual agents, teams, and brokerages looking for a robust CRM to manage their pipelines and engage clients with real-time market data.
Top Producer Features
Top Producer dashboard lead view with property insights (Source: FitSmallBusiness)
- Email marketing: Seamlessly integrates with leading email services like Google and Microsoft, offering tools to design and personalize emails tailored to each contact.
- Market Snapshot reports: Automatically creates and delivers up-to-date, localized real estate market reports in an easy-to-understand format via email. Each report can be customized based on the recipient’s status as a buyer, seller, or someone seeking a particular type of property.
- MLS property insights: Enables the merging of property specifics with contact information to enhance property insights. You can monitor each lead’s activity regarding properties they have shown interest in, visited, or disliked. Top Producer then updates you with the latest property statuses and details, providing fresh insights each time you reach out to a potential client.
How We Evaluated the Best Free CRM for Real Estate
Choosing the right real estate software is vital for every stage of business, whether you’ve just become a real estate agent or lead a large team. You must have a CRM for real estate agents that is intuitive, easy to use, and grows with your business, and it’s a bonus if it’s free. By leveraging free real estate CRM software, you get to test what works for your sales process by testing each tool’s capacity for technology and discovering which features are most important for your business and team.
Based on these criteria, I determined that Freshsales is the best overall free CRM for real estate. It can include up to three free users, customer service through phone, email, and live chat, and a robust mobile application that supports an agent’s lead generation and conversion. Its rating of 4.5 out of 5 and 24-hour customer support five days a week solidified our conclusion of being an exceptional free real estate CRM.
The following criteria were considered when determining the best free CRM for real estate:
- Breakdown
- Pricing
- General Feature
- Additional Features
- Ease Of Use
- Help & Support
- Customer Rating
- Expert Score
25% of Overall Score
All of the CRM providers evaluated offered free plans with the option of paid plans for additional access to platform features. We considered how many subscription plans were offered, along with whether the platform allowed monthly billing or if agents had to pay the full annual amount up front.
25% of Overall Score
The free real estate CRMs evaluated provided all the general features to support real estate lead generation and nurturing. We assessed whether reporting and analytics, customizable pipelines, integrations, contact management, drip campaigns, and if task assignments and reminders were provided to users.
15% of Overall Score
To further evaluate the CRMs, we rated whether the platform provided features to make the experience more robust. Features like mobile app, lead rotation automation, marketing tools, email marketing, data tracking, website and landing page creator, team collaboration tools, deal management, and segmented lists added to the benefits of using that particular CRM.
10% of Overall Score
In our consideration of the best CRM, we wanted to understand whether there was any technical skill required to set up and operate the CRM. Additionally, having drag-and-drop features and an intuitive interface increased our rating of the software.
5% of Overall Score
When agents are focused on converting leads, it is essential that they are supported with available customer service hours with phone, email, and live chat support.
10% of Overall Score
Based on customer feedback for each software, with particular attention given to reviews of the product and popularity of the provider, to certify the CRM meets user satisfaction.
10% of Overall Score
Expertise in the field and firsthand experience with the software allow us to evaluate the standout features, value for the money, and ease of use for each CRM.
*Percentages of overall score
Frequently Asked Questions (FAQs)
The cheapest CRM for real estate is free, and there are many excellent options. A few CRMs with free plans include Freshsales, Insightly, Agile CRM, Zoho CRM, and ClickUp. Other real estate CRMs offer a free trial of their paid plans.
Yes, a CRM system is essential for real estate professionals. It helps manage client interactions, streamline communication, and improve the efficiency of lead tracking and conversion. Additionally, a CRM can provide valuable insights into client behavior and market trends, enabling agents to tailor their strategies effectively and maintain long-term relationships with clients.
While all the real estate CRMs in this article offer free plans, it’s important to know that CRMs can have a wide range of functionality, so most CRM software require payment. As your real estate business grows, there are additional tiers that provide more in-depth features.
Bottom Line
Evaluating the top free real estate CRMs is important for all agents to get an idea of the best tools for their business as it grows. As you explore your options, consider the specific demands of your real estate business, from the scale of operations to the desired functionalities like lead generation, marketing, contact management, and team collaboration. By thoroughly researching the best free or low-cost options, you’ll set yourself up for long-term support and success.
