As the real estate wholesaler industry competition becomes intense, how do you stay relevant and productive on a budget?
Well, that’s where CRM software comes in. According to the Census Bureau, there are more than 106,000 real estate brokerage firms in the United States, and this number is predicted to double within the next four years.
To stay competitive in the real estate wholesaler business, you need to leverage CRM software for greater efficiency and results.
So, What is a Real Estate Wholesaler CRM
CRM stands for Customer Relationship Management. As the name implies, CRM software enhances customer relationships through automation and workflows.
For wholesale realtors, CRM helps automate lead generation, manage appointments, schedule meetings, and create time-saving workflows, among other functions.
When implemented effectively, a CRM system can be a powerful tool for a wholesale realtor. Whether the software is affordable or expensive is less important than how well it is utilized to scale the business.
Top CRM for Real Estate Wholesalers
1. Pipedrive - Best Overall Real Estate CRM
A leading media publication recently named Pipedrive CRM, the best real estate software. They’re a robust CRM software servicing over 100,000 companies across 179 countries.
Pipedrive helps realtors save time and generate more revenue primarily by creating pipelines, keeping track of clients’ conversations, and following up with their contacts. Beyond the metrics, it helps single agents to maintain a healthy relationship with their clients.
Meanwhile, realtors can easily create workflows with Pipedrive’s ‘drag n drop” builder and fully automate their real estate business for passive, predictable gains.
| Top Features of Pipedrive |
|---|
| It has built-in marketing tools for email campaigns, text messages, and process automation. |
| It enables realtors to track their pipelines and portfolios across multiple platforms. |
| Easy segmentation of leads and contacts for effective follow-up and upsells. |
| Native mobile application for quick access to leads and appointment bookings. |
| Pros of Pipedrive | Cons of Pipedrive |
|---|---|
| Low learning curve - it is simple to use | It has no free plan |
| It integrates with Zillow, Property Radar, and other 300 apps. | Restrictions on some features based on the plan |
| It is affordable for a new realtor, single agent, or real estate firm. |
2. Oracle Netsuite CRM– Highest in automation
Oracle NetSuite is an all-in-one client relationship management solution for real estate wholesalers. As AI-powered software, It helps more than 35,000 firms operate more effectively by automating core processes and providing real-time visibility into the work process.
Its high capability in automation allows real estate wholesalers to assign their rights in the contract to the buyer at the right price. Oracle Netsuite CRM enables them to identify patterns that can inform efficient and environmentally friendly contract decisions. It also saves their time and money while ensuring high-quality sales.
Benefits of Oracle Netsuite CRM in Architect and Construction Firms
AI-Powered Assistant: When it comes to real estate wholesaling, Oracle Netsuite CRM performs wonders in automating the contract process, reducing errors, thereby enabling them to achieve consistent and accurate sales.
Compliance Management: Oracle Netsuite CRM allows real estate wholesalers to centralize, consolidate, and streamline processes, files and communication relevant to an organization’s adherence to meeting government and professional standards and regulations required in their industry.
Client management: Oracle Netsuite CRM allows real estate wholesaling to manage the relationships with potential and existing clients seamlessly potential and existing clients. It provides a dedicated channel for clients to make their needs known so that they can satisfy them.
Email marketing: Once you have a strong email list, you can use Oracle Netsuite CRM to make your firm visible to clients by providing tailored email marketing experiences to them. This can be done by offering incentives for them to sign up for your email list, such as discounts or exclusive content.
3. Zillow Premier Agent - Best Commercial Real Estate CRM
Built by Zillow, the most visited property marketplace in the United States, Zillow Premier Agent is a simple CRM for wholesale real estate. It arms a single agent with high-level customer insights and analytics needed to close more leads.
Zillow Premier Agent puts the individual realtor at the center – of a sale by making them the only agents prospective home buyers see on their listings. This helps eliminate competition on the platform and increases the deal flow for the individual realtor.
| Top Features of Zillow Premier Agent |
|---|
| It provides home buyer insights and analytics |
| It positions the realtor as an authority |
| It enables agents to create tasks and to-dos |
| Easily create custom reports |
| Pros of Zillow Premier Agent | Cons of Zillow Premier Agent |
|---|---|
| It has a mobile app | It is only integrated with Zillow |
| It is free | It doesn't have marketing tools |
| It gives you an advantage over other realtors on Zillow |
4. Monday.com - Cheapest Real Estate CRM for Realtors
Monday.com is a our list’s next top CRM for realtors in Australia. It’s a powerful work platform for managing tasks, communication, and leads.
Monday CRM is feature-rich with specific functionalities to help single agents and realtors grow their businesses. Primarily, It enables realtors to organize their schedules and deliver a unique service to new and existing clients.
Besides the usual sales and automation feature that most CRMs have, Monday takes it further to enable a property listing feature that allows realtors to keep track of their active listings.
| Top Features of Monday CRM |
|---|
| It provides a robust real estate management solution |
| It allows users to create custom Agent Databases |
| Monday supports file-sharing, a great tool for adding and sending property photos to prospects. |
| It has other generic CRM features like contact management, workflow automation, integrations, etc. |
| Pros of Monday CRM | Cons of Monday CRM |
|---|---|
| It is affordable | It's quite complex to operate for a newbie |
| Create and manage property listings | Not enough integration options |
| View and track your prospects from a single dashboard | |
| View Automate sales process, routines, tasks, and appointments track your prospects from a single dashboard | |
| Customization dashboard for greater personalization and productivity. |
5. Streak CRM
Streak CRM allows you to manage leads and transactions from inside Gmail. Streak CRM lets real estate wholesalers their Gmail into a highly customizable, neat, and flexible workstation.
With Streak CRM, realtors can easily visualize their pipeline with deals, categorize them, and track performance. The top of it is that it offers options for intelligent outreach and follow-ups, which serves as a lead-generation source for most realtors.
| Top Features of Streak CRM |
|---|
| Make intelligent outreach with precision, follow-up, and get feedback |
| Efficient dashboards for contact management and visualization directly from Gmail |
| Automatically track your commissions and the ROI of each deal |
| Task and goal setup for increased productivity |
| Pros of Streak CRM | Cons of Streak CRM |
|---|---|
| It is affordable and works for single agents and real estate teams | It's mainly for Gmail users |
| Easy to install, set up, and use. It has a low learning curve | It lacks tools for marketing campaigns |
| Intelligent cold outreach tool for securing more deals | It lacks some broad CRM features |
| It comes with Chrome and Safari extensions |
6. Zoho - Best Real Estate CRM for Lead Generation
Zoho CRM is a robust CRM software with lots of out-of-the-box features and functionalities.
It enables real estate agents to design exceptional sales management, property management, and automation processes. With Zoho, you can generate leads from multiple sources like social media, telephony, offline campaigns, and business cards. It also has an AI assistant named Zia, which helps the realtor keep track of all appointments, meetings, and bookings.
| Top Features of Zoho CRM |
|---|
| Manage and track leads with a UI-friendly dashboard |
| Create powerful workflows and automation sequences |
| Get an AI-enabled assistant for auto-reminders and scheduling. |
| Quickly draft and send invoices with its invoice management tool |
| Potent in-built analytic tools to make data-driven decisions |
| Pros of Zoho CRM | Cons of Zoho CRM |
|---|---|
| It is an affordable CRM for realtors | No third-party integration for the free plan |
| It's flexible and offers tons of integration options | AI features on top plans |
| Great pipeline and forecasting management tool. | Limited custom fields |
| Easy to use | |
| Mobile application available |
7. Agile CRM
Agile CRM is an end-to-end sales and marketing solution for industry professionals and teams. It works with various industries, although they have a unique solution with realtors and single agents.
With Agile CRM, realtors can quickly manage the flow and documentation of their entire sales process. Similarly, they can seamlessly manage appraisals, property listings, and sales.
Best of all, it offers easy integration with IDX websites, allowing you to display private listings from the IDX website on your custom-built website.
| Top Features of Agile CRM |
|---|
| It delivers a built-in IDX website for you |
| It enables you to search for map listings in your geographical area |
| Integrate your map listing into your CRM |
| It allows you to embed videos and other assets in emails |
| Intelligent reporting and built-in analytics at your convenience |
| Pros of Agile CRM | Cons of Agile CRM |
|---|---|
| It's affordable and efficient | Limited third-party integrations |
| Pipeline management made easy | Only one integration option on the starter package |
| A minimal learning curve and a quick onboarding process | Buggy Email capabilities |
8. Freshsales CRM
Freshsales allows you to unify your sales and marketing while delivering a superior customer service experience.
With Freshsales force automation, you can put your real estate business on auto-pilot, automating from marketing to reporting. And that’s not even all. It allows you to identify which source brings you the best quality leads, maximize your efforts, and attribute your ROI to the right source every time.
| Top Features of Freshsales CRM |
|---|
| Engage your customer across multiple channels |
| Get the requisite data to forecast sales and lead generation |
| Automatically capture clients into your CRM |
| It offers integrations with the tools you already use |
| Pros of Freshsales CRM | Cons of Freshsales CRM |
|---|---|
| It has a free plan | The best tools are reserved for the top plans |
| Website integration tools and mobile apps | Limited free plan |
| It has some marketing features to boost your marketing efforts | |
| Advanced sales force automation |
Conclusion
One of the surest paths to real estate success is using the right technology, and the right real estate CRM software can make a significant difference.
Every CRM outlined in this article is exceptional. However, based on our usage and analysis, we recommend Pipedrive. It is affordable, feature-rich, and highly effective, enabling you to compete globally and better delight your clients.
We will keep updating this post as we discover more affordable CRM software for realtors, do well to check back.
Frequently Asked Questions
Yes, In today’s business environment, every real estate agent needs CRM software in their endeavor. Besides the need to stay competitive, CRM software helps a realtor serve their customer better and strengthen their relationship.
Yes, Keller Williams has CRM Software for real estate agents. However, it’s an open-source CRM built in-house called KW Command. The KW Command CRM is not free. For better alternatives, go through our list of affordable CRM for realtors.
It is estimated that about 51.2 realtors globally use CRM, which is set to increase in the coming years.
There is a website like Zillow in Canada, and it’s called realtor.ca. According to a report by SimilarWeb, the website was ranked the most visited in Canada in the May 2023.
Closely followed by websites like centris.ca, Zolo.ca, torontomls.net, and housesigma.com
Comments 1
Great insights! I appreciate the detailed breakdown of features for each CRM. It’s helpful to see the pros and cons laid out so clearly, especially for someone new to real estate wholesaling. Looking forward to trying some of these out!