Manage clients easier. For REALTORS®.
Simplify real estate client management with a CRM that helps you build stronger customer relationships through AI-powered communications and automated reminders.
Contacts
You won’t believe how easy it is to add clients, contact information and properties. Click, click, done.
Import
Don't like data entry? Simply import contacts from Google, Outlook, iPhone, Excel or a spreadsheet from other CRM software.
Groups
Categorize your contacts with group labels and favorites. Your database will be so organized, Marie Kondo would be impressed.
Leads
Connect your online leads from your website or a lead capture source, then watch as new leads automatically are added to your CRM database.
Build your real estate client database
Try now risk-free, no credit card needed.
4/5 stars “It places everything where it needs to go without me having to keep reentering the information”
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Client profile and activity
Notes, communications and files.
We get it. It’s a total pain switching between apps to try and keep your real estate client information, phone calls, emails and files organized. So we combined everything an agent needs in one simple app that you can access from all your devices.
5/5 stars “Does a great job keeping your clients and the priorities pertaining to each client front of mind and organized.”
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Log a client call or meeting, add property notes or showing info. It's simple to add client notes.
Properties
Keep all the property details you need to be the "go to" real estate advisor for your clients.
Family
Impress clients by remembering family names and even birthdays. They'll think you have a super power.
Files
Upload and access client files from anywhere. Simply attach to a note or deal transaction. Never lose an important document.
Setup your CRM in minutes.
Get started for free, no credit card needed.
Client birthdays & home anniversaries
Smart follow-up reminders.
Keep in touch and stay top-of-mind with everyone you know including friends, family, past clients and your sphere of influence (SOI). With RealOffice360® smart reminders it’s effortless to keep in touch and cultivate powerful relationships with clients.
Follow Up
Set an easy follow-up reminder for your contacts. So you'll always be top of mind when they're ready to sell or buy.
Birthdays
Agents love our client birthday reminders. You can even set birthday reminders for a spouse, children, and pets too.
Home Review
Home purchase anniversaries are a great opportunity for a yearly home check-up to keep in touch with your clients.
Anniversaries
By popular demand we've added wedding anniversary reminders. Remind your client and they'll thank you.
Keep in touch with all your clients.
Quick setup, no credit card needed.
5/5 stars “I love it. It helps me keep my entire database in one easy to use place. I love that I can set reminders for follow ups, birthdays, special events, etc”
Read full reviewClient communications hub
Bulk email, templates and AI assistant.
Email Sync
Connect your Gmail, Google Workspace or Microsoft Outlook 365 to have all your client conversations organized in RealOffice360. Send and receive email directly in your CRM.
Bulk Email
NEW! Enhance your outreach with our bulk email feature. Easily send customized email templates to leads, buyers, and sellers, fostering stronger client relationships.
AI Assistant
NEW! Simplify and enhance client communications with the power of AI. Craft emails, respond to clients, and create templates like magic.
Drip Campaigns
Easily connect RealOffice360 CRM to MailChimp® for advanced email marketing, beautiful e-newsletters and automated drip campaigns.
Mailing Labels
Want to send out a mailer with a market update or holiday greeting cards for clients? It's easy with mailing address labels in RealOffice360.
Smart Signature
Customize your email signature by pasting in from Gmail, Outlook or your favorite signature generator.
5/5 stars “ There is no unnecessary fluff to the program- just excellent database and marketing organization that is helping me devote time to building my business”
Read full reviewSimplify your communications now.
Get started for free, no credit card.
Frequently Asked Questions.
Is RealOffice360® CRM really free to start?
Yes, RealOffice360® CRM is absolutely free to get started. Try it free for 14-days, no credit card required. Then, if you wish to continue simply choose a plan starting from $12 /month.
RealOffice360® Essentials gives you all the core features of our CRM and unlimited contacts. It is the best choice for agents working less than five concurrent active clients (e.g. deals, transaction sides, etc). For agents working more deals and looking for advanced features (e.g. Email Marketing Integration, Address Labels Printing, and Increased Storage Space) we recommend the Premium Membership.
We wanted to provide a full featured, affordable CRM for real estate agents like yourself that you will love to use to build your database, manage your clients and grow your real estate business. We believe RealOffice360® CRM has all the essential features an agent will ever need to get started and mange their business every day.
Try it 100% risk-free. No credit card required.
Is my data secure? Where do you host my contacts database?
Your data is secured through best-in-class security standards and practices. Leveraging the power of Amazon Web Services (AWS), your data is hosted in North America, securely encrypted up to AES-256, ISO 27001 certified and audited under the SSAE 16/ISAE 3402 SOC 1 and SOC 2 standards.
How do I get started with RealOffice360® CRM?
Simply click the link below to setup your private and secure RealOffice360® account. All you need is your name, email address and create a password to get started. No credit card or complicated registration forms to fill out.
After you login the first time, an easy tutorial wizard will show you around and help you get your CRM setup. If you have a database of your contacts already, it's also easy to import all your contacts with our 3-step import wizard. Yes, it's really that simple.
What if I have other questions, or need technical support?
Our customer success team is always here to help. It's our goal to help every agent make their real estate business profitable and reach their business goals. If you have any questions or inquiries regarding RealOffice360®, please don't hesitate to contact us.
Why does RealOffice360 cost less than other CRM’s? What’s the catch?
There's no catch. Sign up now to try RealOffice360 absolutely free for 14-days, no credit card required. Then, if you want to continue simply choose a plan starting from $12 /month. That’s the cost of a few coffees.
We know there are many costs for new agents getting started in real estate. Our goal is to 'wow' every real estate agent and provide exceptional value up front with the most affordable CRM software for real estate agents. We hope that as your business grows and becomes highly profitable using our CRM then you may be interested in upgrading to a Premium or Team plan (all features, no limits). But the basic CRM might be all you ever need for your business and we're okay with that.
Try RealOffice360® CRM for free, plans start at $12 /month.
Who owns my data? Do you sell my private information or client database?
You are the sole owner of your data you enter or import in RealOffice360® CRM. Your business details and private client database information is stored on a secure Amazon Web Services (AWS) in North America.
We do not, under any circumstances, sell your Business details, including your Client Lists. You can export your clients database at any time and also permanently delete it if you wish so.
Please see our Privacy Policy for more information.
What if I upgrade and change my mind? Are there cancellation fees?
We offer simple, flexible pricing so you can change your mind at any time and don't have to worry about cancellation fees or long-term contracts. If you upgrade to Premium paid monthly, you will only be charged for one month at a time (no yearly contract). If you upgrade to Premium paid annually you will be charged for one year in full at a time. You can switch plans, downgrade or cancel your account at any time with no cancellation fees. Any payments made are non-refundable.
Got 5 minutes? Let's get your CRM ready for you.
Setup your real estate CRM in 5-minutes and start building your real estate business today.
The CRM designed for REALTORS®.
Join thousands of happy real estate agents.
5/5 stars “I love that it is intuitive, visual, and easy to find what you are looking for quickly and efficiently. Most other CRM systems seem to lose clients into the abyss. Here you can track steps, and move clients along the stages. Makes tracking and staying on your A game a breeze”
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