5 best estate agent CRM software

It’s rare for an estate agent to spend a lot of time at the desk. More often than not, you’ll be on the road conducting property visits or showings. Agents therefore need a CRM that supports remote work.

Zendesk Sell is the unbeaten software champion for this purpose. As an intuitive and easy-to-use tool, it’s a great solution for tracking and facilitating client meetings, house viewings, and valuations.

The app boasts an internal text messaging (SMS) function to help you quickly touch base with prospects and customers for appointments. Handily, you can also make and receive calls inside the app plus easily schedule visits with Zendesk’s calendar and reminder functions.

It doesn’t end there. The smart ‘geolocation’ feature allows agents to search for nearby prospects or customers and get directions. That’s why we recommend Zendesk as the number one choice for agencies based in remote locations, as a CRM that supports working from anywhere.

Zendesk Sell is also perfect for sales monitoring and lead generation. Our research team is a big fan of the system as a strategy for boosting agent efficiency, thanks to its ‘Smart Lists’ feature. It took our testers just one minute to build an entire email list of contacts.

Zendesk Sell pricing

At £15 per user, per month, Zendesk Sell is slightly higher on the cost spectrum for CRM than brands like monday.com. This price tag might invite scepticism, but it’s actually excellent value for money.

• Zendesk Sell Team – £15 per user, per month (billed annually)
• Zendesk Sell Growth – £45 per user, per month (billed annually)
• Zendesk Sell Professional – £89 per user, per month (billed annually)

Lettings agents are also legally required to store hundreds of legislative documents concerning letting and managing a property. Jupix’s Document Editor module allows a user to create, edit and delete documents from inside the software.

Whether it’s a contract, tenant financial statement, or record of viewings, employees will be able to easily access and manage the entire file system at the click of a button.

Jupix pricing

Easily Jupix’s worst trait is its impossible-to-find pricing information. For a full cost breakdown, users need to speak to the sales team via an ‘I’m interested’ button on Jupix’s website.

From user reviews, we estimate Jupix starts at around £75 per month. This makes it a premium product compared to Pipedrive.

If there’s one area where monday.com really excels, it’s managing workflow. The app’s feature-set is geared towards customisation and design, perfect for creating a centralised, visual sales pipeline.

Using monday’s vast library of preset templates, create a dashboard to manage all of your properties at every stage of the purchase cycle. These are tailorable with:

• Custom fields
• Custom forms
• Custom task types

If you have a separate board cataloguing your buyers, you can then ‘link’ the two together to illustrate how many interested parties a property has at any given time.

Thanks to monday’s collaboration tools which permit you to delegate work to other users, you can also assign properties to different agents in your firm. You can also store contracts and images in shared folders, and keep track of all the closed deals.

Plus, a big appeal of the platform is its colour-coded formatting. Identify problem areas at a glance with its simple ‘traffic-light’ task ranking system (pictured below).

monday.com pricing

monday.com has a slightly confusing cost structure. Our full pricing review has more information, but essentially you’ll pay for users in the below increments:

• 3, 5, 10, 15, 20, 25, 30, 40, 50, 100, 200+

Users pay for the upper limit that accommodates the size of your team. So, if you have 13 people on your team, you’d have to select 15 seats. The closer you are to the upper limit, the better value your plan will be.

monday.com Basic is the app’s lowest-priced tier. It permits unlimited users for just £7 per seat.

Given the huge competition in the UK property market at the moment, agencies need to find clever ways to stand out.

Particularly in sought-after areas – like holiday favourites Cornwall or Richmond – HubSpot is the ideal way to engage in low-cost guerilla marketing and differentiate your agency’s offering from the market.

On just its free plan, you’ll get more social media integrations than any other platform we looked at. There’s also

• Webforms
• Chatbots
• Email editor
• Website visitor tracking

All of the above create a unique arsenal with which to publicise your agency and stand out from the competition.

Combined with HubSpot’s list segmentation tools, you’ll be able to organise your contacts and properties by age, location, budget, or any other detail. Savvy agents can then use this information to curate personalised campaigns with HubSpot’s specialist email editor.

HubSpot pricing

We allocated full marks to HubSpot for pricing, largely due to its generous free plan. However, you’ll have to put up with HubSpot branding on all marketing materials.

For a more professional finish, we recommend HubSpot Marketing Hub. It costs £17 per month (billed annually) for the Starter plan.

• HubSpot Free – £0 per month
• HubSpot Marketing Hub Starter Plan – £18 per user, per month
• HubSpot Sales Hub Starter Plan – £18 per user, per month
• HubSpot Service Hub Starter Plan – £18 per user, per month

More established estate agencies have lots of agents and service departments. Without the right team-oriented tools, this can lead to miscommunication or delays.

If your agency fits this description – or is aiming to grow its service offering in the future – Pipedrive is an outstanding option. In fact, because Pipedrive houses an unparalleled list of communication integrations, siloing is barely an obstacle to consider.

Use the app’s WhatsApp integration to review your calls and messages and organise them by client and property. Download email integrations like Gmail or Outlook integrations to examine email chains and issue follow-ups after a client appointment.

Users can also record discussions before you forget and access property details, as well as getting automated reminders so you never miss a client meeting.

Because they deal with personal information like addresses and bank details, real estate agencies have to remember that cyberattacks are a big concern.

Thankfully, Pipedrive is our highest-scoring CRM for security tools.The app offers security emails in case of suspicious customer activity, along with multi-factor authentication. There’s even user hierarchies, so you can limit which agents can view or access personal information.

Pipedrive pricing

The platform’s lowest-tiered plan, Pipedrive Essential, costs £14 per user, per month (billed annually).

• Pipedrive Essential – £14 per user, per month (billed annually)
• Pipedrive Advanced – £29 per user, per month (billed annually)
• Pipedrive Professional – £49 per user, per month (billed annually)

Read our full Pipedrive pricing review to get a full breakdown of the app’s pricing, plans, hidden fees and best alternatives.