Best CRM Software For Real Estate In Canada For May 2024

Contributor,  Editor

Updated: May 1, 2024, 10:31am

Aaron Broverman
editor

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A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. The best real estate CRM will be specific to the industry with features, such as email and text messaging, lead follow-up tools and click-to-call capabilities.

Many CRM platforms can be customized to fit the needs of real estate agents, even if they aren’t made specifically for the industry. However, there are some CRMs that are more effective for real estate agents. Forbes Advisor Canada has put together a list of our favourite CRM software for real estate agents today, all of which are built for their specific needs.

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The Best Real Estate CRM of 2024


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The Forbes Advisor Small Business team is committed to bringing you unbiased rankings and information with full editorial independence. We use product data, strategic methodologies and expert insights to inform all of our content and guide you in making the best decisions for your business journey.

We reviewed a number of CRMs using a detailed methodology to help you find the seven best real estate CRMs. Our ratings considered many factors, including the depth and quality of features, reviews by actual users, several metrics around pricing and an overview by our panel of experts. All ratings are determined solely by our editorial team.


BEST OVERALL REAL ESTATE CRM

Wise Agent

Wise Agent
3.8
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$32 USD ($44.25 CAD) per month, billed monthly, or $326 USD ($450.88 CAD) per year

(billed annually)

Top Features

A/B testing, automatic email responders, SMS texting

Free Trial

14 days

Wise Agent

Starting Price

$32 USD ($44.25 CAD) per month, billed monthly, or $326 USD ($450.88 CAD) per year

(billed annually)

Top Features

A/B testing, automatic email responders, SMS texting

Free Trial

14 days

Why We Picked It

Wise Agent is a good all-around CRM for real estate agents that offers many features you’d expect, including automated emails and SMS texting. Wise Agent sets itself apart with comprehensive customer support that makes it easier to customize or integrate the software with other tools. Wise Agent’s customer support always offers a real person and is available 24/7/365. This is almost unheard of in the CRM space.

Wise Agent also offers a plethora of integration options to streamline your communication and lead generation services. From bringing leads in to nurturing them and retargeting old customers, the integration options will cover you for any feature that Wise Agent doesn’t offer out of the box.

Who should use it: Agents who might need a good deal of customer support due to not being technically inclined or wanting lots of integrations and customization options.

Pros & Cons
  • SMS texting directly from the app
  • A/B testing through strong email automation options
  • Strong value for money
  • Weak interface compared to other options
  • Need integrations to get some features others offer

BEST REAL ESTATE CRM WITH AI TOOLS

LionDesk

LionDesk
3.7
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$25 USD ($34.58 CAD) per month

(billed annually)

Top Features

AI-powered lead assistant, bulk texting, customizable fields

Free Trial

14 days

LionDesk

Starting Price

$25 USD ($34.58 CAD) per month

(billed annually)

Top Features

AI-powered lead assistant, bulk texting, customizable fields

Free Trial

14 days

Why We Picked It

LionDesk is an industry leader because it incorporates most features any real estate agent would be looking for. The CRM includes rich messaging options and click-to-call, and you’re able to customize just about any field in your pipeline management. Additionally, LionDesk offers an AI-powered lead follow-up tool that can automate texts and streamline new sales.

LionDesk is also one of the easiest CRMs to use right out of the box, making it a top choice for individual agents or small teams. You can set up LionDesk within an hour or two, in most cases, and start using it to reach out to customers or set up automated messages within the same day.

Who should use it: Agents that need an out-of-the-box solution that is easy to customize. Those who want an automated text solution to follow up with leads and prospects will also find this CRM tough to beat.

Pros & Cons
  • AI-powered lead follow-up tool
  • Easy to use
  • Add-on and integration options
  • Pipeline management isn’t as strong as other platforms
  • No solid transaction management flow

MOST CUSTOMIZABLE REAL ESTATE CRM

Realvolve

Realvolve
3.7
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$94 USD ($130.03 CAD) per month

(billed annually)

Top Features

Workflows, customized dashboards, library of templates for workflows and campaigns

Free Trial

14 days

Realvolve

Starting Price

$94 USD ($130.03 CAD) per month

(billed annually)

Top Features

Workflows, customized dashboards, library of templates for workflows and campaigns

Free Trial

14 days

Why We Picked It

Realvolve is a great CRM choice with a lot of great features that real estate agents need. It takes this a step further by offering customized workflows that help you get both your workspace and your communications exactly how you would like them to be. Plus, in case you’re not sure how to set things up, Realvolve has put together a library of templates to spark your ideas on everything from the workflows themselves to actually how you should reach out to leads.

Who should use it: Individual agents who need either a lot of customization or are looking for help in determining how and when to communicate with leads or clients.

Pros & Cons
  • Workflows to automate your communications
  • Some of the strongest customization options available
  • Templates for everything
  • Can be difficult to learn how to use it efficiently
  • No drag and drop option to build out your workflows

BEST REAL ESTATE CRM FOR INTEGRATIONS

Follow Up Boss

Follow Up Boss
3.6
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$69 USD ($95.42 CAD)

per user, per month

Top Features

Unlimited leads and contacts, automatic follow-up, drip and batch emailing

Free Trial

14 days

Follow Up Boss

Starting Price

$69 USD ($95.42 CAD)

per user, per month

Top Features

Unlimited leads and contacts, automatic follow-up, drip and batch emailing

Free Trial

14 days

Why We Picked It

Follow Up Boss is a popular CRM tool throughout the real estate industry and has been an industry leader for a number of years. While we feel like other options have progressed faster, Follow Up Boss continues to offer great features that make it a solid choice. All messaging options are directly integrated within the software, including email, texting and calls.

Its features, combined with the hundreds of integration options, make it customizable for just about anyone. However, if you don’t have strong tech capabilities you may find it difficult to use for your specific needs.

Who should use it: Follow Up Boss is a good option for just about anyone with the tech capabilities to set up integrations and make customizations on their own. If you don’t feel like you’ll need a lot of customer support help, then you should give it a try.

Pros & Cons
  • Seamless user experience
  • Strong marketing tools that offer built-in texting, email and calling
  • Long list of built-in integration options
  • Value for money isn’t as strong as other options
  • Customer service can be slow to respond

BEST REAL ESTATE CRM FOR AUTOMATION

Top Producer

Top Producer
3.6
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

Contact sales for Canadian pricing

per month

Top Features

Large amount of built-in integrations, email automation options, transaction management tools

Free Trial

None; demo available

Top Producer

Starting Price

Contact sales for Canadian pricing

per month

Top Features

Large amount of built-in integrations, email automation options, transaction management tools

Free Trial

None; demo available

Why We Picked It

Top Producer has been an industry leader for quite a while and it has kept up with industry trends by implementing new features and innovating on its old product. This CRM comes with a plethora of built-in integration options and advanced tools that help your automation hit the next level of effectiveness. Overall, Top Producer is a solid option but isn’t the most affordable CRM on our list.

Who should use it: Agents or teams that need transaction management tools or advanced features, like syncing with your MLS, will find it difficult to beat Top Producer.

Pros & Cons
  • Email automation can sync with your MLS
  • Strong transaction management tools that many options don’t have
  • Excellent lead management tools
  • Value for money isn’t as strong as other options
  • No free trial readily available

BEST REAL ESTATE CRM FOR MARKETING

Market Leader

Market Leader
3.5
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

Contact sales team

Top Features

Automated text listing alerts to clients, strong marketing automation tools, list properties directly on your site

Free Trial

None without a demo

Market Leader

Starting Price

Contact sales team

Top Features

Automated text listing alerts to clients, strong marketing automation tools, list properties directly on your site

Free Trial

None without a demo

Why We Picked It

Market Leader is a solid CRM option that takes marketing automation and listing management to the next level. All within the single platform, you can post your listings directly to your website and your network of clients will be alerted if the listing matches their criteria. While the value-add of automating a lot of your business can’t be overlooked, the pricing is unclear. You’ll have to reach out to the sales team to schedule a consultation and determine pricing for your unique situation.

Who should use it: Agents needing a large amount of automation in both marketing and client management will find Market Leader as a good option.

Pros & Cons
  • Marketing automation tools
  • Built-in leads platform can be added on
  • Automates lead generation and conversion
  • Unclear pricing
  • No free trial readily available

BEST FOR END-TO-END REAL ESTATE MANAGEMENT

Propertybase

Propertybase
3.4
Our ratings take into account a product's rewards, fees, rates and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

Contact sales team

Top Features

AI-powered lead assistant, bulk texting, customizable fields

Free Trial

None without a demo

Propertybase

Starting Price

Contact sales team

Top Features

AI-powered lead assistant, bulk texting, customizable fields

Free Trial

None without a demo

Why We Picked It

Propertybase is a full-featured platform that provides much more than just traditional CRM solutions. It is built to manage an end-to-end real estate business. It is a robust solution that can be more expensive than other CRM options and is really for a specific target audience of a larger brokerage or team. You can manage everything from lead generation to MLS postings and website development within the same system. Like Market Leader, the company doesn’t list pricing on the website and requires you to speak to a representative for details.

Who should use it: Teams or agents needing more than just a CRM to manage their business will find Propertybase as a potential solution. If you’re managing a large team or brokerage, then this could be a great solution to streamline internal operations and communications and make working with clients much more effective.

Pros & Cons
  • Many more features than most CRM options offer
  • Built-in MLS interface to use right inside the software
  • Advanced lead scoring that can be customized
  • It can be expensive compared to other options
  • No free trial readily available
  • Texting and in-app dialing are add-ons

Forbes Advisor Ratings


COMPANY FORBES ADVISOR RATING STARTING PRICE FREE TRIAL TOP FEATURES LEARN MORE
Wise Agent
$32 USD ($44.25 CAD) per month, billed monthly, or $326 ($450.88 CAD) per year (billed annually) 14 days A/B testing, automatic email responders, SMS texting View More
LionDesk
$25 USD ($34.58 CAD) per month (billed annually) 14 days AI-powered lead assistant, bulk texting, customizable fields View More
Realvolve
$94 USD ($130.03 CAD) per month (billed annually) 14 days Workflows, customized dashboards, library of templates for workflows and campaigns View More
Follow Up Boss
$69 USD ($95.42 CAD) per user per month 14 days Unlimited leads and contacts, automatic follow-up, drip and batch emailing View More
Top Producer
Contact sales for Canadian pricing None; demo available Large amount of built-in integrations, email automation options, transaction management tools View More
Market Leader
Contact sales team None without a demo Automated text listing alerts to clients, strong marketing automation tools, list properties directly on your site View More
Propertybase
Contact sales team None without a demo AI-powered lead assistant, bulk texting, customizable fields View More

Methodology

As we were choosing the best CRM for real estate agents, we considered all of the factors that make the needs of a real estate agent unique and important. We looked at everything from pricing and ease of use to the specific real estate industry features that are available. Let’s take a look at the most important criteria that impacted our recommendations.

Pricing

We wanted to make sure that all the options on this list were affordable for what each offered. The value for the amount you’ll have to spend was weighed to make sure that each solution is a viable candidate to use compared to the competition. Additionally, we looked at the range of prices between plans and the value that each higher-priced plan brings to the user. We also looked for transparent pricing by a provider as some require potential customers to contact their sales department to receive a quote. This accounted for 10% of our weighted scoring.

Features

We looked for how the features meet the specific needs of real estate agents and teams. Real estate agents need more direct messaging features with easy access to history since some customers won’t provide repeat business for years to come. Being able to easily communicate with leads, prospects and past customers in different ways was a necessity. Other essential features we considered l included pipeline management, analytics tools, custom dashboards, document libraries, third-party integrations, mobile apps, and multicurrency support. We weighted features at 55% of our total score.

Third-Party Reviews

We researched reviews from real users to gauge their opinions of each platform. This entailed ranking both the overall score from customers and the number of reviews on site that included G2 and Capterra for these scores to give the fullest picture of reality and reduce bias. These accounted for 5% of the total score.

Expert Analysis

Our experts preferred software that was not only easy to navigate and use without any customizations but also one that was easy to make needed changes without a tech team. Agents don’t have a lot of extra time to learn a complicated CRM system, so the more it just works with their natural workflow, the better.

Other factors we looked at include value for the money, popularity and stand-out features, such as customer support. Many real estate agents don’t have access to a tech team, so customer support on all software can be very important. Whether you might need help setting up integrations or just to get the software running, customer support plays a big role in finding any software—especially a CRM that you’ll be using every week.

Altogether, this analysis makes up 5% of the total score.

Canadian specific editing and research (including pricing) conducted by Anna Rey.


Frequently Asked Questions (FAQs)

What is a CRM?

A CRM is a software platform you can use to gather customer data to share with others on your staff and internal teams. This makes it possible for your teams to create opportunities that will allow them to increase sales and create long-term clients for your business.

Who uses CRM software?

Companies that need to nurture leads or create effective and positive customer journeys at scale use CRM software. Many start-ups manage leads and customers using spreadsheets. As they grow, however, managing a growing list of leads and customers manually can become overwhelming, leading companies to miss out on sales opportunities. A CRM offers efficiency and data storage tools that make managing large leads and customer lists easy.

Why do real estate agents need a CRM?

A CRM system helps real estate agents manage communication and activity with prospects, leads and customers. It helps you keep all of your contacts and communication history in one place so you can easily convert new customers and retarget old ones.

How do I choose a good real estate CRM?

The best real estate CRM should be built specifically for the real estate industry and help you streamline your prospect and customer communications. It should have easy-to-use communication as well as contact and lead pipeline management tools. Make sure that the CRM you pick is made for the real estate industry and matches your specific use case.

How much does a real estate CRM cost?

The costs of real estate CRMs vary and can cost anywhere from $34 CAD per month to more than $1,300 CAD annually, and many depend heavily on how many users you put on the platform. Most options have a free trial that lets you test-drive whatever solution you think might be the best fit for you.

Does CRM require a large IT investment?

There are plenty of cloud CRM solutions that information technology (IT) novices can employ. You don’t have to make a large investment in physical IT infrastructure or hire IT staff to manage your CRM. Many CRM solutions are available as software as a service (SaaS), which means that you only pay for what you use and can stop using it at any time.


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