The Top 3 CRMs for New Real Estate Agents

Top 3 CRMs for New Real Estate Agents

When you are beginning your career in real estate, a common tip given to most is, start building your database. As a real estate agent, your database is your core asset and it should grow in value over time. Just like General Electric has assets, your core asset is your clients. As such, it will save you lots of time (and money) if you can start building that database from the start.

That said, most of the fancy CRMs out there are quite expensive for most new real estate agents. You just paid for your real estate license, you are now paying brokerage fees, board fees and maybe more. Add on top of that, your first deal may seem elusive so it’s no wonder you don’t want to start spending more money on a database. This is why we wrote this post because we know you don’t have to break the bank to start building your database on the cheap with a good CRM.

Here is our top 3 CRM recommendations for new real estate agents.

#3 - Microsoft Excel - The Top CRM for the Spreadsheet Savvy New Real Estate Agent

Microsoft Excel is a great tool and allows you a huge range of freedom when it comes to tracking things. Expenses, clients, deals and more, you truly can do it all in Microsoft Excel! On top of that, most of us have Microsoft Excel already on our computers and therefore we don't need to spend more money on getting this tool. A summary of the positives are: it’s cheap, flexible, familiar (for some) and can be later imported into the more advanced systems when you are looking to upgrade.

That said, it’s not all sunshine and rainbows. Microsoft Excel does come with a few negatives like its seemingly complex view for most of us that aren’t used to using it. On top of that, you will need to do a lot of data entry as anything in Excel will need to be added by hand. Lastly, you will need to set up your own template to use Excel. While you can find a few free Database Templates online for real estate which can get you going in the right direction, it will ultimately take work on your end to get it just right.

Overall, Microsoft is a great option for those of us looking to get started with a low-cost, flexible option that allows for future growth but it does take some work to get it just the way you want it.


#2 - Contactually - The Top CRM for the deeper-pocketed, New Real Estate Agent

If you have a few dollars left at the end of the month, you may want to consider Contactually as your CRM of choice. This platform has been around since 2013 and has been breaking ground in the real estate CRM space since day one. From the ability to save template email responses, be notified when you should contact your clients next, Contactually is like an advanced digital assistant that can do so much great stuff and more.

It does come with a monthly cost of $69/Mo USD so all of those great features aren’t for the faint of heart. That said, if you have some extra money, an established client list and want to grow extremely fast this may be the best option for you.

Learn more about Contactually here


#1 - RealOffice360® - The Top Free CRM for the New Real Estate Agent

New to the game is RealOffice360®, one of the only real estate CRMs that offers it’s initial plan free for life! This platform is extremely easy to use, highly visual and gives you pretty much all the bells and whistles on the free plan, including the ability to import from Google Contacts and connect to a host of online lead generation platforms. The ability to link your contacts, sales opportunities, daily planner and calendar is a feature that the competition offers on paid plans, while with RealOffice360 you get it free.

As your business grows over time, you can upgrade to the more advanced features of RealOffice360® such as integrating your email marketing through MailChimp, printing mailing labels with Avery or syncing your calendar with Google. That said, this CRM even at it’s top end isn’t as extensive as BoomtownROI or CINC as it tends to focus on working for agents that are more relationship-based rather than purely online lead driven. From our point of view, the zero cost of entry plus the extensive features available even on the initial plan puts RealOffice360® at the top.

Learn more about RealOffice360® here

RealOffice360 has digitized the office whiteboard as part of their free plan.

RealOffice360 has digitized the office whiteboard as part of their free plan.