Do you want to get the most out of your customer relationships and improve the management of your real estate office? All this is possible if you opt for a high-quality CRM system designed just for your industry. Nowadays, however, the choice of such programs is really quite large, which definitely does not make it easy to choose. We come to your aid – in this article a comprehensive guide to the world of CRM for real estate offices is waiting for you, along with a ranking of the best systems on the Polish market in 2024.
What is a CRM system?
CRM (Customer Relationship Management) system is a software for managing customer relationships. Its main purpose is to support your organization at every stage of contact with customers – from helping to identify their needs to guiding them through the sales process and providing post-sales support. In this way you can increase the efficiency of the real estate sales process and streamline the work of the various departments in your company.
CRM software automates many business processes, such as managing contacts, tracking sales activities, sending marketing campaigns and monitoring results. By integrating data from various communication channels, CRM helps build lasting and valuable relationships with customers, resulting in increased company loyalty and improved sales performance.
Why is choosing the right CRM system important?
Choosing the right CRM system should not be haphazard for several reasons. First of all, with software tailored to the individual needs of your real estate office, you can make work more enjoyable and efficient for you and the entire team. Software with practical tools helps automate many processes, which saves time and reduces the risk of errors, allowing employees to focus on more strategic tasks.
With the right CRM system, you will also be able to manage your customer base more effectively, track customer interactions and analyze data. This, in turn, translates into a better understanding of customer needs and allows you to prepare more relevant offers. On top of this, a professional CRM makes it easier to provide quality customer service, which has a significant impact on your company’s image. As a result, you may notice a significant improvement in your real estate office’s sales performance quite quickly.
What to follow when choosing a CRM system for a real estate office?
Choosing a CRM system does not have to be difficult – just follow a few important rules. First of all, opt for software tailored to the specifics of the real estate industry. This way you will gain access to many useful functions, such as managing listings in one place, monitoring transactions, integration with real estate portals and document handling.
Also look at aspects related to the system’s ease of use and intuitiveness, as such features affect how quickly you and your team master the tool. In addition, pay attention to the possibility of integration with the website and other tools, the scalability of the system and the technical support offered by the vendor. Finally, compare the CRM systems that meet your requirements in terms of value for money.
Best CRM systems for real estate offices in 2024
When compiling the ranking, we focused on CRM systems that are popular on the Polish market and tailored to the needs of real estate offices. In our list you will find only programs that can realistically improve your company’s operations in the area of customer relationship management, are modern and offer the best solutions and tools. We have had the opportunity to take a close look at many of them while implementing CRM systems on our clients’ websites.
Asari
Asari is an advanced CRM system for various industries and by far one of the most popular solutions in the area of customer relationship management. Although it is not a program created exclusively for the real estate industry, the company focuses quite strongly on this market segment and offers dedicated modules for real estate offices. Currently, it already has to its credit more than 1,500 supported real estate offices and developers, more than 3,000 created websites for the real estate market and more than 21,000 exports to portals per day. Impressive, right?
However, that’s not all! If you decide to implement the Asari CRM system, you will gain access to such facilities as convenient creation of property and prospecting databases, sales and listing presentation tools, property photo editor, activity reports, sales monitoring in the Kanban panel, integration with Google Calendar, and professional printouts and templates for listing emails, among others. It is also possible to expand the system with additional Asari tools.
Advantages:
- Easy data transfer from CRM to WordPress
- A wide range of basic and additional functions
- Customizable and scalable
- Advanced process automation
- Flexible pricing and free trial for 30 days
Disadvantages:
- High cost for small real estate offices
- Extensive interface with many elements
- Lack of ability to serve specific needs
EstiCRM
EstiCRM is a system created specifically for real estate offices. With more than 5,000 clients, the company allows you to log into the system as a broker or developer, which has to do with the presence of dedicated solutions for each of these groups. As a real estate office, you can easily publish listings on real estate portals and communicate with clients, manage transactions and invoices, and monitor sales results, among other things. On top of this, the company provides a convenient mobile application with access to all functions.
Advantages:
- CRM system with features designed for the real estate industry
- Intuitive mobile app and cloud-based operation
- Professional after-sales support
- Free trial for 30 days
- No notice periods
Disadvantages:
- No division into service packages – one offer for all
- High cost of ownership for small businesses
- Limited number of features compared to Asari
Salesforce
Salesforce is one of the most recognized CRM systems in the world. It offers comprehensive solutions for various industries, including real estate offices. The system enables customer relationship management, automation of sales and marketing processes and data analysis. The software is valued for its advanced features, scalability and ability to integrate with other tools. It is a great solution for offices operating also in foreign real estate markets.
Advantages:
- Global reach and scalability
- A wide range of features for real estate offices
- Integration with multiple tools
- Ability to choose from several billing plans
- Opportunity to test the CRM system for free
Disadvantages:
- No Polish language version
- No price list – need to contact for a quote
- High cost of the basic package
Pipedrive
Pipedrive is a CRM system from a company that has been in the customer relationship management field since the 1980s. The software is designed primarily for small and medium-sized businesses and has a number of dedicated solutions for real estate offices. Pipedrive offers features such as contact management, transaction tracking, task automation and detailed reporting. The system allows integration with a number of tools to seamlessly manage daily tasks in one place.
Advantages:
- Global reach and Polish language version
- Wide range of features and advanced solutions
- Integration with many popular tools
- Automation of tasks and reminders
- Convenient and easy-to-use mobile app
- 5 pricing plans, paid add-on features and 14-day trial period
Disadvantages:
- Limited features only for the real estate industry
- No dedicated custom solutions available
VixCRM
VixCRM is a modern CRM system dedicated to real estate offices. Using this program will allow you to conveniently, among other things, add and publish listings on most popular real estate portals, manage a built-in appointment calendar, record transactions and issue invoices. VixCRM is especially recommended for small and medium-sized real estate offices that want access to easy-to-use customer relationship management tools.
Advantages:
- CRM designed to meet the needs of real estate offices
- Easy to use and intuitive interface
- Attractive prices and three packages to choose from
- Possibility to purchase additional services for a fee
- Free trial for 30 days
Disadvantages:
- Small number of functions
- Less customizable tools
IMO
IMO is a CRM system with offerings exclusively for real estate offices. It has been in operation for more than 16 years and has more than 4,000 clients to its credit. This company’s software allows convenient management of listings, clients and documents, monitoring of transaction progress, automatic addition of a watermark and many other useful features for real estate offices. IMO also offers integration with popular real estate portals.
Advantages:
- Optimal number of features and integration with popular real estate portals
- Work online without installing a program and be responsive
- Free version and free testing of paid packages
- Customized change package available at additional cost
- Attractive monthly cost with annual payment
Disadvantages:
- No more advanced service packages – one offer for all
- Lots of important services available for additional high fees
Galactica Virgo
Galactica offers services for a variety of businesses, but is particularly focused on Polish real estate offices. It is with them in mind that the Galactica Virgo CRM system was developed, which offers advanced features for managing listings and customer relationships. The software is used by more than 11,000 real estate agents, handles more than 60,000 exports to portals per day and has nearly 1.5 million listings in its database.
Advantages:
- A wide selection of professional solutions for real estate offices
- Practical complementary services
- Dedicated virtual tours module
- A wide range of service packages for companies of different sizes
- Affordable price of the basic package
Disadvantages:
- No possibility to test CRM system for free
- No integration with Google Calendar in the basic subscription
Devispace.estate agency specializes in comprehensive services for real estate offices. Our exclusive package of services includes website design, corporate identity and online marketing. We can also, of course, take care of the integration of your chosen CRM system with your real estate office website. Contact us to discuss the details of cooperation!
