Getting the right tools is a big deal for real estate agents. You need systems that talk to each other so you’re not doing double work. We’re talking about real estate CRM integrations here, which basically means connecting your main client management software with other useful apps and services. This can include things like your Multiple Listing Service (MLS) data, your back-office accounting, or even your marketing tools. When these systems work together, it makes managing leads, closing deals, and keeping clients happy a lot easier. Let’s look at some of the best options out there.

Key Takeaways

• Connecting your CRM to other tools, like MLS databases or marketing platforms, can really streamline your real estate business.
• Good integrations mean less manual data entry and fewer mistakes.
• Many CRMs offer connections to popular lead sources like Zillow and Trulia.
• Look for CRMs that can link with your email, calendar, and communication apps for better organization.
• The best real estate CRM integrations help automate tasks, saving you time and letting you focus on clients.

1. Zillow

Zillow is a big name in the real estate world, and for good reason. It’s where a lot of people start their search for a new home, whether they’re buying, selling, or renting. For agents, this means it’s a massive source of potential clients. The Zillow Premier Agent program is designed to connect agents directly with these active buyers.

When you use Zillow’s tools, you get access to a huge database of properties, over 110 million in the US alone. This includes homes for sale, rent, and even those not currently on the market. It’s a lot of data to sift through, but it’s also a goldmine for understanding market trends and finding leads.

Zillow offers integration through its Zillow Tech Connect app, which is basically their way of letting agents send leads to other software, like CRMs and marketing tools. This is also known as Zillow Premier Agent. Plus, they work with services like Zapier, which can link Zillow Tech Connect to thousands of other apps. This means you can automate a lot of your work, connecting Zillow leads to your email marketing or other systems without much fuss.

Zillow provides a direct line to potential clients actively searching for properties, making it a key platform for lead generation in the real estate industry.

While Zillow doesn’t directly provide map data in its API results, you’ll need to use your own mapping technology. They do offer a guide for XML, but they’re working on more developer documentation. You can sign up for their Home Valuation API, or both APIs if you need them. It’s a powerful way to get your listings in front of a huge audience, but understanding how to integrate that data into your existing real estate workflow is key to making it work for you.

2. Trulia

Trulia, now part of the Zillow Group, is a real estate website that focuses on providing detailed neighborhood information alongside property listings. It’s a place where buyers and renters can get a feel for an area, looking at things like local amenities, crime rates, and school districts. This makes it a good source for agents who want to give clients a more rounded view of a potential new home.

While Trulia itself doesn’t offer direct CRM integrations in the same way some other platforms do, its connection to the Zillow ecosystem means leads generated through Trulia can often be managed within systems that integrate with Zillow. Think of it as an indirect integration path. If you’re using a CRM that connects with Zillow Premier Agent, leads from Trulia might flow into that system.

The value here is in understanding the buyer’s perspective. Trulia gives them data about the neighborhood, which can inform their decisions and give you talking points.

For agents, the key is to capture leads from Trulia and get them into your system for follow-up. Since Trulia is operated by Zillow Group, leads captured through Trulia often funnel into the Zillow Premier Agent platform. This means if your CRM integrates with Zillow, you’re likely getting Trulia leads there too. It’s a way to manage your real estate leads efficiently without needing a separate Trulia-specific connection. The goal is to have all your prospect information in one place, making it easier to track interactions and nurture relationships.

3. Follow Up Boss

Follow Up Boss is a real estate CRM that really shines when it comes to helping teams manage their leads and communications. It’s built to keep things organized, especially if you’re dealing with a lot of different lead sources coming in from various places like Zillow, your website, or other marketing efforts. The platform is designed to be a central spot where your whole team can see what’s going on with each lead.

It’s particularly good at automating follow-ups, which is a big deal in real estate. Think automated text messages and emails to keep leads warm without you having to manually send each one. This means fewer leads fall through the cracks.

Here’s a quick look at what it offers:

• Lead Management: Keeps all your contacts and lead info in one place.
• Automated Communication: Handles email and text drip campaigns automatically.
• Integrations: Connects with over 250 other tools and services, which is a huge number. This means it can likely link up with whatever systems you’re already using.
• Team Features: Includes things like a team inbox and ways to distribute leads among your agents.

Setting up Follow Up Boss can take a bit of time, especially if you have a lot of existing data or complex team structures. But once it’s configured, it really helps streamline daily operations for real estate teams.

Pricing can vary depending on the plan you choose, with options like Grow, Pro, and Platform. It generally starts around $58 per user per month when billed annually. They do offer a 14-day free trial so you can test it out before committing.

4. Propertybase

Propertybase is a pretty solid all-in-one platform for real estate pros. It bundles together client relationship management, lead generation, marketing tools, and even website design. If you’re looking to get more organized and turn those initial leads into long-term clients, this might be worth a look. It’s built to help agents and teams boost their productivity.

One of the big draws is its integration capabilities, especially with Multiple Listing Services (MLS). This means you can pull in listing information directly, which can really help automate things like email campaigns and keeping your contacts updated with new properties. They also have built-in tools for creating marketing materials, whether that’s for print, email, or your own website. For those who are already using Salesforce, Propertybase has a specific edition that connects with it, which could be a big plus if your company is already invested in that ecosystem.

Here’s a quick look at some of the things it can do:

• Manage leads and contacts effectively.
• Create and send email marketing campaigns.
• Build custom websites for your brokerage.
• Track transactions from start to finish.
• Get summaries of your commissions.

Propertybase offers different versions, including one called Propertybase Go, which starts around $399 a month, and a Salesforce Edition that begins at $799 a month. It’s definitely geared more towards established agents or teams with a bit more budget to spend, as the learning curve, especially for the Salesforce version, can be a bit steep initially. It’s not the cheapest option out there, but it does pack a lot of features into one place.

5. Realvolve

Realvolve is a real estate CRM that really focuses on making your day-to-day tasks simpler through automation and custom workflows. It’s built for agents and teams who want to get more done without a lot of fuss. Think of it as a system that helps you manage contacts, track deals, and keep up with clients, all in one place.

The main draw here is its emphasis on workflow automation and task management. This means you can set up sequences for follow-ups, reminders for important dates, and even automate parts of your transaction process. It’s designed to be pretty intuitive, so you don’t need to be a tech wizard to get the most out of it.

Here’s a quick look at what Realvolve offers:

• Contact Management: Keeps all your client info organized, often linked to properties and past transactions.
• Workflow Automation: Lets you build custom processes to handle repetitive tasks, like sending out welcome emails or checking in with past clients.
• Integrations: Connects with other tools you probably already use, like Google Workspace and Zapier, which opens up a lot of possibilities for connecting different parts of your business.
• Communication Tracking: You can log calls, texts, and emails directly within the system, so you have a clear history of your interactions with each contact.
• Document Management: Helps keep all your transaction-related documents in order, often with checklists for each stage.

Realvolve also has a strong focus on security, backing up your data twice daily. It’s a solid choice if you’re looking for a system that streamlines your operations and helps you stay on top of your leads and clients without being overly complicated.

While Realvolve aims for simplicity, some users find that deeper customization can take a bit of time to figure out. It’s not as cutting-edge as some other platforms out there, but for many agents, its straightforward approach to automation and organization is exactly what they need to boost their productivity.

6. Pipedrive

Pipedrive really shines when it comes to managing your sales process visually. It’s built around the idea of a pipeline, which makes it super easy to see where every lead is in your sales journey. You can customize these pipelines to fit how you work, whether you’re tracking buyers, sellers, or investors.

The platform’s email marketing tools are also a big plus for real estate agents. You can create slick, branded email templates and segment your lists to send personalized messages. Plus, the built-in analytics help you see what’s working and when to follow up.

Pipedrive offers a few different pricing tiers, which is nice because you can pick what fits your budget and needs:

• Essential: Starts at $14/seat/month (billed annually)
• Advanced: Starts at $24/seat/month (billed annually)
• Professional: Starts at $49/seat/month (billed annually)
• Power: Starts at $59/seat/month (billed annually)
• Enterprise: Starts at $79/seat/month (billed annually)

They also offer a 14-day free trial, so you can test it out before committing.

One of the standout features is its automation capabilities. You can set up workflows to handle repetitive tasks, like sending follow-up emails or assigning new leads to agents. This frees up your time to focus on building relationships and closing deals.

While the mobile app is functional, some users find it has fewer features compared to the desktop version. Also, advanced security options like two-factor authentication and phone support are typically reserved for the higher-priced plans. Still, for agents looking for a visual pipeline and solid email marketing, Pipedrive is definitely worth a look.

7. Wise Agent

Wise Agent has been around since 2002, built by a real estate agent for real estate agents. It’s pretty much an all-in-one system, aiming to cover everything from managing leads to closing deals. What stands out is its focus on transaction management, which is a big deal for keeping everything organized.

Wise Agent really shines with its built-in transaction management tools, helping you keep track of everything from due dates to documents and signatures. They also offer a content library with stock photos and real estate-specific content for marketing materials like emails, flyers, and even postcards. Plus, there’s an AI writing assistant to help you whip up that content faster.

Here’s a quick look at what it offers:

• Lead Management Automation: Automates lead qualification and nurturing using industry-tested scripts.
• Transaction Management: Keeps track of all your deals, including documents, signatures, and deadlines.
• Content Library: Access to photos and pre-written content for various marketing materials.
• AI Writing Assistant: Helps generate marketing copy and communications.
• Integrations: Connects with over 100 other business tools, including DocuSign.

While it’s packed with features, some users find the interface a bit dated or tricky to get the hang of initially. It’s definitely geared towards agents who want a lot of control and a system that handles many aspects of the business.

Pricing starts at $49 per month or $499 annually, with custom pricing for larger teams. They do offer a 14-day free trial, which is handy for testing it out.

8. IXACT Contact

IXACT Contact is a real estate CRM that really focuses on making it simple to keep tabs on all your contacts, manage your business, and stay in touch with people. It’s used by over 16,000 real estate pros, and the idea is to help you be the agent that past clients remember and new clients pick.

Think of it like a helpful assistant. It helps you manage who you know, keep those relationships going, find new leads, and generally stay on track with what you want to achieve. It’s built with agents in mind, so it’s not overly complicated.

What’s nice about IXACT Contact is how easy it is to use. The interface looks good and is pretty straightforward. You get a homepage that you can set up how you like, detailed contact profiles where you can sort people, and reminders for tasks and appointments. Plus, it syncs up with things like Google and Outlook in real-time, and there’s even an app for your phone.

IXACT Contact really shines when it comes to keeping in touch with your contacts at the right time and in the right way. Its "Keep in Touch Coach" gives you nudges when it’s time to call someone, send a text, schedule a meeting, or even send birthday wishes. On top of that, automated marketing plans work behind the scenes to keep you on people’s minds.

Here’s a quick look at some of its features:

• Contact Management: Detailed profiles, categorization, and easy-to-use interface.
• Keep in Touch Coach: Timely prompts for follow-ups and relationship building.
• Automated Marketing: Email newsletters, drip campaigns, and e-cards to stay top-of-mind.
• Lead Generation Website: Includes a customizable website with social media integration.

IXACT Contact aims to make your business more organized and successful by automating many of the repetitive tasks involved in client communication and lead nurturing. It’s designed to help you convert more leads into clients and get more repeat business and referrals from your existing database.

9. Lofty

Lofty really stands out when it comes to lead generation, offering a whopping 33 different features to help you snag those potential clients. It even includes tools for Google PPC advertising, which is pretty neat. Plus, it aims for a 360° marketing approach, meaning you can reach people across various platforms.

Lofty provides exclusivity in your farm area, so no other agent using Lofty can target the same leads as you. This is a big deal for agents who want to really own their local market.

Here’s a look at their pricing structure:

• Core: Starts at $449 per month (plus $15 for each extra user)
• Premier: Starts at $700 per month (includes 15 users, plus $25 for each extra user)
• Enterprise: Starts at $1,500 per month (includes 100 users, plus $12 for each extra user)

Some of the standout features include:

• Social Studio: This is a built-in tool for managing your social media. You can create content right within Lofty and then push it out to multiple social networks at once. Saves a lot of clicking around.
• AI Assistant: Lofty has an AI assistant that’s designed to make things easier and help you get up to speed faster. It can help set up workflows, organize leads with tags and notes, remind you of tasks, and even send automated replies.

While Lofty has a lot to offer, especially for lead generation, it’s worth noting that it doesn’t offer a free trial. The system can also have a steep learning curve, and it’s on the pricier side compared to some other CRMs out there.

Overall, if you’re looking for a CRM with a heavy focus on advanced lead generation and marketing tools, Lofty is definitely worth a look, especially if you want to dominate a specific geographic area.

10. Top Producer

Top Producer has been around for a while, and it’s known for helping agents manage their contacts and follow up with leads. It’s got a good set of tools for keeping track of clients and making sure you don’t let any opportunities slip through the cracks. The system aims to automate a lot of the repetitive tasks so you can focus more on actual selling.

One of the standout features is its integration with the MLS. This means you can pull in property listing data and get updates automatically, which is a big time-saver. Plus, it offers features for lead generation, including connecting with popular sites like Zillow and Realtor.com. They also have something called "Smart Targeting" which uses AI to help you find potential sellers.

Top Producer offers a few different plans:

• Pro: This is the base plan, giving you the core CRM features.
• Pro + Leads: This plan includes lead generation tools to help you find new business.
• Pro + Farming: This option is geared towards agents who want to focus on specific geographic areas or farm areas for marketing.

It’s a solid choice if you’re looking for a CRM that helps with lead nurturing and has strong MLS connections. You can get a feel for it with a free demo before committing. For more details on how it stacks up, you can check out Top Producer reviews.

While Top Producer provides a robust set of features for managing leads and automating communications, it’s important to consider the investment. The pricing can be higher compared to some other options, so it’s worth evaluating if the features align with your budget and business needs.

Want to be a top producer? Our system helps you manage deals smoothly and see everything in real-time. It makes transactions easy and keeps your agents happy. See how it works for yourself!

Wrapping It Up

So, we’ve looked at how connecting your real estate CRM to things like the MLS and your marketing tools can really make a difference. It’s not just about having a fancy system; it’s about making your day-to-day work smoother. When your data talks to itself across different platforms, you spend less time on busywork and more time actually helping clients find their next home. Picking the right integrations might seem like a lot, but think of it as building a custom toolkit that fits exactly how you work. It’s about making your business run better, plain and simple.

Frequently Asked Questions

What is a CRM and why do real estate agents need one?

A CRM, or Customer Relationship Management system, is like a digital assistant for real estate agents. It helps you keep track of all your clients, leads, and important details about properties. Think of it as a super-organized notebook that makes sure you never forget a follow-up or miss a great opportunity. It helps you stay organized, talk to clients more effectively, and manage your daily tasks without getting overwhelmed.

What are the most important features to look for in a real estate CRM?

When picking a CRM, look for features that help you manage contacts easily, send out emails and texts automatically, and connect with other tools you use, like your email or website. It’s also super helpful if it has a mobile app so you can access client info on the go, and if it can help you track deals from start to finish.

How does a CRM help with lead generation?

Many CRMs can connect with websites and online ads where people look for homes. This means when someone shows interest, their information goes straight into your CRM. It can then help you automatically send them more info or remind you to call them, making sure you don’t lose out on potential buyers or sellers.

Can a CRM help me manage my listings and MLS data?

Yes, some CRMs can connect directly to Multiple Listing Services (MLS). This means you can see updated property information, like new listings or price changes, right inside your CRM. It can even help you share this info with clients more easily, keeping your listings fresh and accessible.

What does ‘integration’ mean for a real estate CRM?

Integration means your CRM can work together with other apps and software you use. For example, it can connect with your email to send messages, your calendar to schedule appointments, or even tools like Dropbox to store documents. This makes everything run smoother, as information moves automatically between your different tools.

How can a CRM help my real estate team work better together?

A good CRM acts as a central hub for your team. Everyone can see the same client information, track who’s doing what, and share updates. This means less confusion, better communication, and ensures that clients always get timely responses, no matter who they talk to on your team.