Best Real Estate Sales Software Solutions

Best Sales Tracking Software For Real Estate Agents and Realty Companies

Real Estate Agents need sales tracking software (aka CRM or Customer Relationship Management) like everyone else in sales. You also have to do your prospecting, sales follow-ups and customer service like the rest of us, so these sort of CRM solutions become essential, if you want to gain any competitive edge.

There are many, more generic CRM solutions mentioned elsewhere on SmallBizCRM that would also prove suitable as

Real Estate Sales Software solutions. In fact, some of them have been customized for particular vertical markets like Real Estate CRM. The most suitable though are CRM solutions that have been developed from the ground up with the Estate Agent in mind.

Act!, for example, the well known contact manager, has a Real Estate CRM version, as has Maximizer to a lesser extent, but both merely add a few industry buzzwords to their templates. There are other dedicated CRM solutions for Real Estate Agents mentioned below.

You should investigate your CRM strategy as any industry would, if you are serious about your CRM acquisition. You are subject to the same pitfalls as anybody else. So follow accepted procedures for the evaluating, purchasing and implementation of your CRM Project. There is plenty of CRM reading material available, so do gen yourself up beforehand. There is a good selection of CRM books and articles in our CRM Library for your perusal.

Here are some of the Best Lead & Sales Tracking CRM Software for Real Estate Agents


  • Realty Juggler. RealOrganized specialize in tools for Real Estate Agents and Realty firms. If you use a Palm PDA Realty Juggler is designed for you. It will let you track all of the things that are specific to real estate using your Palm PDA.
best Real Estate CRM
  • ActiveAgent for Outlook (AAOutlook) . Recommended (particularly for Apple Mac users). Extends the popular Contact Manager ACT! to track Real Estate specific information. ACTive Agent consists of a customized real estate ACT! database as well as customized real estate ACT! data entry screens that track an extensive amount of vital information on your clients and listings. Pricing: 1 User $149; 2 User $229; 5 User $350. ActiveAgent (AAOutlook) compares very favorably with Top Producer - it is more feature rich with specific components for Realty, and is easier to use. Pricing: 1 User $149; 2 User $229; 5 User $350.
  • TransPlans. Gary David Hall is one of the most knowledgeable people on Real Estate Sales software and has been adding value to the real estate industry for many years. This is his range of Real Estate Software Add-Ons for ActiveAgent (see above).
Buy Trans-Plans, Plans & Letters for Active Agent for Outlook
  • Real Estate Assistant. Based on Microsoft SQL and .NET, Real Estate Assistant (REA) is for designed for Commercial Real Estate Leasing, Investments, Development and Management for multiple users and corporations. Pricing from $695 plus Tax per user.
  • RealistiQ. realistiQ is much more than a CRM. While it offers all of the functionality a CRM offers, it also offers IDX listing management, drip marketing and many other features important to people in real estate.

  • AgentOutlook. Unfortunately Revisto - the vendors of AgentOutlook (not to be confused with AAOutlook)- are no longer in business. RIP.

Please contact us regarding your experiences with any of the above Real Estate CRM software solutions or companies, good or bad! Or let us know of other Real Estate Sales Software we should be recognizing here.


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