It feels like a crime to talk about CRMs and not mention HubSpot. The brand has a huge reputation when it comes to automation and online management. For real estate, it comes with a dedicated template, so a lot of work is already done here. You get listings, deals, tickets, and contact fields that match how agents, teams, and property managers actually work.
Deals are set up for real estate right from the beginning. You get buyer, seller, and renter pipelines with stages including new lead, viewing, under contract, offer made, offer accepted, closing scheduled, and more. You create a deal, add the close date and amount, link the right contact, and attach the listing. Now, you see the property, the client, and the agent who owns the deal on one screen.
Also: Salesforce vs. HubSpot
Association labels are a small detail that makes a huge difference. You can mark one contact as the listing agent on a property and another as a potential buyer for that same listing. Later, you can pull a list of all potential buyers for a certain property and send them a targeted email or set a follow-up sequence.
Plus, you can build email campaigns for open homes, price drops, and new projects, all based on listing, buyer type, or stage. The Sales Hub gives you clear pipelines and tasks. The Service Hub lets you treat maintenance and owner requests like support tickets.
The reports are pretty neat, too. The dashboard shows the number of listings in each stage, which agents move deals to close, and how your campaigns feed your pipelines. Because everything is in one system, you can track a lead from the first visit on your site all the way to the final sale or lease.
Not to mention, HubSpot is cloud-based with a mobile app, so teams in the office and in the field see the same live data. As you grow, you can add more Hubs for content, data, and payments without changing systems.
HubSpot’s CMS feature has a free plan for up to two users, and paid plans start at $10 per seat per month. Larger teams can upgrade to the Professional tier at $1,450 per month for six seats, with extra licenses available as you scale.
HubSpot Features: Real estate CRM template with listings | Role and buyer category fields for contacts | Buyer, seller, and renter deal pipelines | Listing to contact and deal associations with labels | Maintenance and service ticket pipeline | Email campaigns and automated follow-ups