Favorite CRMs

Real Estate Agent with Bridge Realty Inc.

What do you like to use and why?

Add suggestions, this will continue to be updated.

Real Estate Software Reviews Group will be reviewing each of these and more!  Please include any CRM you have tried in the list below for feedback and analysis.  I am working on a software feature matrix all input appreciated.

I am interested in hearing about your favorite real estate industry CRMs (contact relationship managers) or contact database solutions and client followup systems.

There are many CRMs available as desktop systems such as MS Outlook, ACT! by Sage Generic and Real Estate Edition, Sage SalesLogix, SageCRMMaximizer Real Estate Edition and Goldmine.

Web based systems such as Salesforce, RealtyJuggler, IXACTcontact, RealtySoft, RealFutureCRM, WiseAgent, rDesk, NetAspects, WhereToLive, ProAgentSolutions (with or without the showing feeback add-in) and Top Producer. Niche products such as Res.net REO solutions.

Other Website systems with IDX and limited functionality lead storage and such as Alamode, E-Neighborhoors, Mighty Agent

A variety of miscellaneous tools such as RelationshipList, Delta Media Groups QC Code with IDX. IDX Website providers: IDX Inc, Real Estate Home Pages, Real Estate WebmastersYourMLSSearch and Appex Effect some with CMA tools such as PropertyMinder.

Less defined products such as those by WolfNetArranTechnologies, the ongoing reinvention of AgentOffice and others.

Please add to the list, give your review comments (likes / dislikes / features) and specify if the resource is a:

  • Generic Desktop Application
  • Web Based Application
  • Industry Specific Application


  • Real Estate Software Suite
  • Desktop Add-in
  • Web Based Add-in
  • IDX Solution w/ lead capture or drip campaigns

What are your favorite options for industry contact management solutions?


Comments (17)

Steve Hoffacker
Steve Hoffacker LLC - West Palm Beach, FL
Certified Aging In Place Specialist-Instructor


My favorite didn't make your list. It's "Outlook" and I advocate it all the time. :)


May 29, 2011 06:19 PM
Dana Casey
Bridge Realty Inc. - Forest Lake, MN
Twin Cities

Updated... thanks for the contribution Steve!


May 29, 2011 06:29 PM
Randy Mitchelson,APR
Marketing Advisor & Squeeze Mortgage - Bonita Springs, FL
First Impressions are made at First Click

I love Salesforce.com and it get gets better and better with each new release.  Now seemlessly integrates with Google Docs. For mgmt, it really helps create great reports to monitor pipeline of deals and track perfomance of sales staff. Very customizable.  We use the built it contracts database too and the Library allows us to store training documents and other commonly used docs that all users can access. The "email to salesforce" function is really cool and allows us to have an audit trail for every email that goes out to clients or vendors. There is an Outlook integration tool as well. Like a lot of software, you get out of it what you put into it.

May 29, 2011 06:37 PM
Mesa, Arizona Real Estate Mesa Arizona Realtor
Homes Arizona Real Estate LLC - Mesa, AZ

Dana, I too, used Outlook - now I use gmail and all of googles tools which are awesome. I am, however, checking into your other ideas. Thanks for sharing....;-)

May 30, 2011 01:56 PM
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

Hi everyone! If you're not tech savvy and are looking for a system that is truly easy to learn and use, IXACT Contact may be a great fit. The problem with a program like Outlook is that it's not a true contact management system and has not been specifically designed for realtors. A true real estate contact management system, like IXACT Contact, allows you to create drip email campaigns, easily, track and manage client communication history, create activity plans, and run reports to understand your prospects and clients better.

I invite you to try the system out for yourself for free for 5 weeks. It's completely risk free. Our URL is www.ixactcontact.com


May 31, 2011 02:06 AM
Kathleen Vetrano
RE/MAX Gateway - Falls Church, VA
Helping YOU Achieve YOUR Dreams

Dana,   OK I found your post here and the information.  Already a help while I am also looking at different programs that fit my real estate needs.  Thank you!

Jun 04, 2011 07:25 AM
Duncan Macdonald

May I be so bold as to suggest B12Leads (www.b12leads.com). Its a Lead tracking and Contact tool, cost effective and easy to implement. 

It is simple to use, intuitive and specifically built to handle to capture of leads and contact. Manually add contacts or import your spreadsheets, you can customise and add fields on the fly, then easily route to the appropriate contact for action.

Feedback always appreciated. Thanks

Jun 06, 2011 12:10 AM
Dana Casey
Bridge Realty Inc. - Forest Lake, MN
Twin Cities

I have made a few more blog entries on this topic in the Real Estate Software Reviews group and will be updating the group from time to time.  Wishing I started this group / blog topic last fall, winter here would be a much better time.  Instead I fumbled around with ACT! MSVisual Studio and tried out most of the software listed above.  Based on the groupings above, they all seems to be about the same product with minor variations.

I am hopeful for the new version of WiseAgent, said to be released within 5-6 months, but will have to see what it looks like.  I already like their current product, but it's grown quite a bit (good and bad) and has become a bit quirky. This is why I believe they are redesigning it.

Jun 07, 2011 04:52 AM
Evelyn Kennedy
Alain Pinel Realtors - Alameda, CA
Alameda, Real Estate, Alameda, CA


I use Google tools too.  It is one of the programs you are reviewing?  I'll keep watching for your results.  Thanks.

Jun 09, 2011 07:09 AM
Dana Casey
Bridge Realty Inc. - Forest Lake, MN
Twin Cities

Evelyn, There are a lot of great tools out there.  The most ideal are automated and cut down on redundant entry, formatting and date conversion compatibilty issues.  I have used some google apps and find them usefull, but also fairly limiting in terms of power user features.  The data is there, but less than ideal to work with.  As their apps become more advanced, I will be giving them another look.

Jun 13, 2011 06:58 AM
Listings Advantage
ListingsAdvantage.com - Los Angeles, CA


Few good options missing from the list:

SugarCRM (http://www.sugarcrm.com/crm/), fully-featured but costly

Zoho's CRM (http://www.zoho.com/crm), free for limited use, the interface is somewhat clunky but gets the job done

OpenCRX (http://www.opencrx.org/), free and self-hosted (meaning you have to install on your own web sever), not as comprehensive as some of the paid options, but is a good free option

Jun 23, 2011 12:51 PM
Paul Gapski
Berkshire Hathaway / Prudential Ca Realty - El Cajon, CA
619-504-8999,#1 Resource SD Relo

another good one i heard to check out for crm is advantage xi

Aug 03, 2011 04:50 AM
Donna Quinlan
Keller Williams Realty - Newburyport, MA
Keller Williams Realtor & Career Consultant

Dana- One that was recommended to me that I have been checking out is Rest.  It is pricey, but looks to be a fully functioning CRM and does everything Top Producer does, except it does not have a cma included. I have been a TP user for 10 yrs., but now that I have a mac and they do not support Apple products I am looking for another product. 

Oct 06, 2011 01:56 PM
Paul Gapski
Berkshire Hathaway / Prudential Ca Realty - El Cajon, CA
619-504-8999,#1 Resource SD Relo

how is realty juggler, i heard that a pretty nice little crm for on 8 bucks a month

May 10, 2012 12:51 AM
Kathryn Vercillo

Nice blog and Zoho and Salesforce CRMs are my favourite CRM but I recent buy a CRM software for my business and that is VNV CRM(http://www.vnvcrm.com/), and i am quiete happy after using it because it is user friendly as well as cost effective.

Jul 18, 2012 08:42 PM
Bruce Hicks
Best Homes Hawaii - Honolulu, HI
Your Best Hawaii Realtor!

I'm still a fan of Microsoft Outlook on the desktop and laptop.  I use the task manager and calendar for reminders. You can modify it, it integrates with my Samsung GII and wife's HTC Android.  For the Phones, we use Gmail, but only when we are on the go.

Feb 05, 2013 12:04 PM
Dana Casey
Bridge Realty Inc. - Forest Lake, MN
Twin Cities

Bruce, I have tried that in the past, while customizing forms and it had become unstable for me.  What is the most bug free version you have used?  Also, what kind of efficent volume have you been able to do with this?  Any thoughts on Outlook CRM for business (2007 version was also very stable) or MS-CRM (required small business server - got it, but was also unstable and I am not in the tech business, almost need a network admin on call for that one).  Looking forward to your response.  Dana

Feb 06, 2013 12:10 AM