6 free CRM software for Estate Agents in 2021

In this article, we’re going to look at some of the best free CRMs on the market. Are you a start-up, an independent or a franchise Estate Agent? Whichever of these is you, by the end of the article, you’ll have learned, not only the immense value of using a CRM, but you’ll also have an idea as to which is, for you, the best CRM system.

What is a CRM system?

CRM stands for Customer Relationship Management. So a CRM system is a software designed to manage and enhance your Estate Agency’s relationships and interactions with your clients – both current and potential. An effective CRM system will help you to:

Do Estate Agents need a CRM?

With your CRM system, you’ll be able to enhance your contact management, sales management, productivity, and more. A CRM solution will enable you to focus on all your organisation’s relationships – not only your customers, but service users, colleagues, and suppliers too. Used efficiently, your CRM for Estate Agents will massively support you in finding new customers, winning their business, and providing support and additional services throughout your relationship with them.

Paid-for or Free CRM Systems for Estate Agents?

Of course, there are numerous CRM systems that are ‘paid-for’, many of them offering a free trial period. Clearly, there’s no harm in trying them out. But, as you’ll see, there are plenty of free CRM systems which will do an excellent job for any Estate Agent.

How do CRM Systems help Estate Agents?

Let’s look in a little more detail at the key features of CRM systems and how they benefit every Estate Agent, regardless of size.

1. Lead management

An efficient CRM system will capture leads. Then, it will either automatically allocate them to sales staff or allow sales managers to distribute leads themselves. The system will allow for manual data entry of leads or automated import from another digital source such as your website or social media pages.

2. Pipeline management

Your CRM system will allow your staff to track the progress of leads and see how they’re progressing – whether or not they’ve closed or whether more following up needs to be done.

3. Correspondence tracking

As an Estate Agent, tracking your correspondence is critical. A CRM system will keep a record of all your clients’ communications. You’ll be able to monitor their progress in real-time. You’ll find it easy to keep track of what’s happening and respond quickly to new enquiries. There’ll be no more scrabbling frantically through spreadsheets and emails.

4. Document repository

A good CRM system will allow you to generate and attach critical documents to your customers’ records, as well as support electronic editing and signing as the deal progresses.

5. Managing on-going relationships

Do you deal with lettings? Then, you’ll be aware of the importance of maintaining long-term relationships with landlords and tenants alike. Of course, the relationship doesn't end when the letting is signed off. Your CRM software for Estate Agents should allow for the management of maintenance requests, lease renewals and rent payments.

6. Standardise and automate workflows

One of the great things about CRM property management software is that it aligns your sales processes, keeps management informed of the progress and can automate some of the tasks.

7. Marketing

Estate and Letting agency CRM systems can also be used for marketing. You can use it to send emails, letters or text messages to past and present vendors, buyers and landlords.

8. Integrating finance processes

You should also be able to use your CRM system to integrate various finance functions - to automate accounts payable and receivable tasks, including paying landlords and maintenance contractors and processing rent payments.

9. Cloud-based technology

Of course, your negotiators are always on the move. With a cloud-based CRM system, they will be able to update records from their mobile devices.

What are the key benefits of an Estate Agent of a CRM system?

We’ve looked at the numerous features of a CRM system, but what are the benefits that such a system brings? As with any successful business process, the features funnel down to a single over-arching benefit – a significant improvement in all-round business efficiency and customer-relationship management that will save your Estate Agency time and resource, whilst ultimately enhancing your profitability. In essence, a CRM system provides a collaborative workspace that allows your people to improve their productivity. By making the administration of every aspect of customer relationship so much easier, your people will be able to focus on what they do best – looking after your clients and supporting them through the often stressful house-moving process.

The 6 best free CRM tools for Estate Agents

Let’s now look in detail at some of the most popular CRM systems for Estate Agents. Each of these offers a version of their tool that’s 100% free.

1. Freshsales

Key features

Freshsales free version comprises of:

Pricing – approximate at the time of writing
Pros
Drawbacks

2. Insightly

Key features

Insightly free version comprises of:

Pricing – approximate at the time of writing
Pros
Drawbacks

3. Agile

Key features

Agile free version comprises of:

Pricing – approximate at the time of writing
Pros
Drawbacks

4. Bitrix

Key features

Bitrix free version comprises of:

Pricing – approximate at the time of writing

Pros

Drawbacks

5. Hubspot

Key features

Hubspot free version comprises of:

Pricing – approximate at the time of writing
Pros
Drawbacks

6. IxactOur Star Recommendation for the best free CRM system for Estate Agents

Key features

Ixact free version comprises of:

Pricing – approximate at the time of writing
Pros
Drawbacks

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