11 Best CRMs for Real Estate Investors in 2025

Are you tired of spreadsheets drowning in leads? CRMs for real estate investors are the game-changer you need. Streamline your workflow, nurture leads like a pro, and close more deals.

CRMs aren’t just a tool; they’re a strategic advantage. Boost productivity, stay organized, and build lasting relationships with your clients. In the competitive real estate market, strong relationships are key to success.

How do you build and maintain these relationships? A CRM provides the organization and tools you need to connect with clients effectively and grow your business.

But which real estate CRM is best for you? We’ll help you find the perfect solution to meet your specific needs.

What is CRM for Real Estate Investors?

A CRM (Customer Relationship Management) software tool for real estate investors is designed to help manage and streamline interactions with potential sellers, buyers, and leads.

It is a central hub where investors can track communication, automate follow-ups, manage property data, and organize deals throughout the sales pipeline.

In the competitive real estate market, a CRM helps investors stay organized, nurture relationships, and improve efficiency, leading to more closed deals and better time management.

Do Real Estate Investors Need a CRM?

Real estate investors can greatly benefit from implementing a CRM system for various reasons:

1. Efficient Organization: A CRM provides a centralized platform for storing and managing client and lead information. This organized database streamlines daily operations and ensures that critical details are readily accessible.
2. Lead Management: CRMs offer robust lead management tools, enabling investors to track leads, monitor their progress through the sales pipeline, and implement strategic follow-ups. This helps in converting leads into clients.
3. Automated Communication: CRMs often come with automation features that allow for the scheduling of emails, follow-ups, and reminders. This automation ensures consistent communication with clients and leads, enhancing engagement.
4. Task and Calendar Management: CRMs’ built-in task and calendar features help real estate professionals stay on top of important dates, appointments, and deadlines, contributing to better time management and organization.
5. Analytics and Reporting: Many CRMs provide analytics and reporting tools, allowing investors to analyze performance metrics. This data-driven insight aids in understanding market trends, optimizing strategies, and making informed business decisions.
6. Document Storage and Management: Real estate transactions involve numerous documents. CRMs often include document storage capabilities, making it easy to organize, share, and retrieve essential paperwork in one secure location.
7. Collaboration and Team Communication: CRMs facilitate collaboration for real estate teams by providing a shared platform for team members to access and update information. This promotes better coordination and communication within the team.
8. Customization: CRMs are adaptable to individual business needs. Investors can customize their CRM to align with specific workflows, ensuring the system complements their unique business processes.
9. Client Retention: CRMs contribute to stronger client relationships through effective communication, timely follow-ups, and personalized interactions. Satisfied clients are likelier to become repeat customers and refer the investor to others.
10. Scalability: As a business grows, so does the volume of client and transaction data. CRMs are scalable, accommodating the expanding needs of a real estate business without compromising efficiency.

A CRM serves as a comprehensive tool that not only organizes and centralizes information but also enhances communication, automates tasks, and provides valuable insights, contributing to the overall success of real estate professionals.

11 Best CRMs for Real Estate Investors

Here are 11 CRMs for real estate investors and a short breakdown of what each one offers.

1. Carrot CRM

Carrot’s real estate platform provides the end-to-end tools to attract, convert, and (most importantly) CLOSE more deals than ever. In fact, Carrot leads convert to deals 7x higher than non-Carrot leads and yield almost $14,000 profit per deal on average!

These numbers are no mistake, and while SEO tools and high-converting websites are responsible for acquiring highly-motivated leads, it comes down to Carrot’s excellent lead management features to help you move quickly through sales cycle stages and generate revenue.

Carrot’s real estate platform makes it easy to manage your lead workflow. Once a lead opts in on your website, you will be notified by email and/or SMS text.

Once you become aware of your new high-quality lead, it’s time to utilize our CRM to move leads through your sales process. Take a look at what it can do below.

Step-by-Step Actions

Hyper-focus on the right next step

Don’t lose deals because of inconsistent follow-up, forgotten tasks, or manual lead management (I’m looking at you, spreadsheets). Improve lead follow-up with an action-based CRM that suggests the best next step. Carrot CRM’s decision trees make lead management impossible to mess up.

Property Reports

Understand properties at a glance

Knowing the financials and property specs on a potential opportunity helps you decide which deals are worth it and what your ROI might be. More data = smarter offers.

With Carrot CRM’s in-app Property Data Reports, you don’t have to piece this information together from multiple sources. It’s all right there, and it’s included in your subscription!

Outreach Sequences

Automate your lead follow-up

If you’ve been trying to follow up with a lead for a while, odds are you’ll eventually stop trying, leaving that lead to languish. Carrot CRM’s automated outreach sequences make sure no lead gets left behind. Craft your custom sequences by setting the types of outreach (text, voicemail, email, etc.), the message, the outreach timing, and the next step if the sequence finishes before the lead reengages. Sequences supercharge your productivity.

KPI Dashboards

Know exactly where you stand

Take control of your business growth with visibility into the data that matters most. With more than 70 KPIs, quickly understand lead flow, action statuses, deal details, campaign performance, and more. Gain insight into how many actions, touches, sequences, appointments, offers, and contracts are completed each week so you can focus your efforts where they’re needed most.

And so much more! Check out our brief to learn more about Carrot CRM.

We can help you build a competition-squashing online presence with strong SEO-ranking content marketing tools, high-converting websites, landing pages, and lead management tools to win more deals with higher returns. 

Common Question: Do I need to be a Carrot website member to get Carrot CRM?

You can get Carrot CRM with or without a website. Want to add a website? Create your own customized Carrot bundle. You can connect those leads to Carrot CRM with a Zapier integration if you have a website on another platform. (Carrot leads are automatically integrated into Carrot CRM!)

Don’t wait! Look at all we offer and try us risk-free with our 30-day money-back guarantee.

2. InvestorFuse

InvestorFuse is today’s real estate investing market’s most well-rounded, feature-rich (and affordable) CRM.

What does it do?

Here are some of the top features!

Actions

InvestorFuse is designed to be easy to use, so you won’t need to return to school for an IT degree so that you can teach your team how to use it.

With a step-by-step approach, the software automatically generates actionable workflows that take the lead through the sales pipeline until they close the deal.

Automated Follow-Up

Automated text messages, emails, voicemail, and other actions to ensure no lead is lost are part of the picture. Your staff knows exactly which leads are on their plate.

Intuitive

InvestorFuse is real estate investment software geared toward wholesaling and other real estate investing. Because it has more lead management than a typical CRM, you’ll spend less time switching between platforms and focusing more on your company.

This tool helps your team finish work quickly and efficiently without searching multiple apps to manage leads.

Flexible Workflow

When your business is doing well, and you’ve brought on a team to handle part of the workload, you want to waste as little time managing them as possible. InvestorFuse offers a customizable workflow process and checklists tailored to your business goals so that you can quickly assign tasks and move forward.

This CRM is made for real estate investors by real estate investors.

The interface is gorgeous, and it’s constantly being updated with new features.

Pricing: Starts at $147/month

InvestorFuse Reviews

3. REISift

For many reasons, REISift is one of the most highly rated CRMs explicitly built for real estate investors.

With it, you can manage your data, create internal workflows, track follow-up attempts, skip trace, schedule direct mail campaigns, cold calls, and more.

It’s the all-in-one tool many investors are switching to for managing (and growing) their real estate business.

Pricing: Starts at $49/month

4. Deal Machine

If you’ve ever attempted to discover and contact a property owner directly, you know how time-consuming it is. There’s a need for software and solutions that can make it simpler for real estate investors to quickly get in touch with property owners via mail, email, or phone.

DealMachine is an app that helps you send out mail solicitations to the owners of specific properties, which have been hand-picked by you, and track down a property owner’s (e.g., mailing addresses, email addresses, and phone numbers) complete contact information.

Sound awesome?

It is.

Here are some of the top features!

Driving For Dollars

One of DealMachine’s best features is its ability to drive for dollars and find motivated sellers who are likely to respond to your offer.

While you’re driving and see a property you want to research, stop the car on the side of the road. Then, open the app on your phone and click on that property.

The app gives you the homeowner’s contact information from public records and third-party data within seconds, including their phone number, email address, and mailing address.

Then, you can call the owner to see if they’re interested in selling or set up a direct mail campaign with a single click.

DealMachine also tracks your driving route, so you don’t have to worry about driving the same route twice.

Real Estate List Builder

DealMachine’s list-building functionality is a quick approach to creating a list of motivated sellers without leaving your home. The property owner information it pulls is surprisingly accurate.

To get started, you can enter a city or zip code to generate a list of properties.

Then, you can filter the list by criteria such as estimated value, equity, mortgage balance, and more.

Once you have your list of potential sellers, click on each property to research the owner’s contact information (via skip tracing).

You can also add notes to each property profile to remember important details about each lead.

Street Pics

Another great feature of DealMachine is the ability to snap street pics of properties and save them within the app.

You can then send direct mail with a picture of the person’s property.

Mail Tracking

Want to know when your direct mail gets delivered? For an additional fee, DealMachine will update you on the status of your direct mail campaigns.

Comps

Want to run simple and surprisingly accurate comps on a property in just a few seconds? DealMachine has a feature that examines recent local sales on the MLS to run comps on your property.

Pricing: Starts at $49/month

5. Salesforce

Salesforce is one of the biggest and most popular CRMs on the market. Big businesses use it in nearly every industry, and it has many features to support it.

Salesforce is not as specific to real estate investing as some of the other options on this list, but if you’re looking for an all-around great CRM with many features, It’s worth considering.

Pricing: Starts at $25/user/month

6. Realvolve

Realvolve is feature-rich and designed to help you manage your business, contacts, leads, properties, and more — all in one place.

With it, you can create internal workflows, manage your team, send email, SMS, and social media messages directly from the application, and tons more.

Pricing: Starts at $94/month

7. REI Automation Squad

REI Automation Squad was created by real estate investors who needed a simple way to automate and track KPIs. Their Beast Mode CRM was created using feedback from fellow real estate investors. 

They now have over 2,000 users on their CRM platforms.  

Their business is built off EOS methodology, where team members are assigned roles and KPI goals.

Pricing: REI Automation Squad offers three services, from free to more advanced fee-based services. Their most popular and complete service, Beast Mode CRM, is $197 monthly for one (3) users or less. Additional users can be added for $25 a month.

8. LionDesk

LionDesk includes a power dialer, automatic lead capture, drip campaigns, email and text templates, and more.

It even includes a text message manager that allows you to send and receive text messages directly from the application — no need for a separate texting app (you can also send video texts!).

Pricing: Starts at $99/month

9. Wise Agent

Wise Agent is a cloud-based CRM designed for real estate professionals. It offers a suite of features, including contact management, lead capture, transaction management, and marketing automation.

Wise Agent also integrates with third-party applications such as QuickBooks, Google Calendar, Dropbox, and MailChimp. This makes it easy to manage your business from a single platform.

Pricing: Starts at $32/month

10. Hubspot

HubSpot Sales is a powerful CRM designed to help sales teams close more deals and accelerate their sales pipeline.

HubSpot Sales offers many features, including contact management, deal tracking, email integration, and built-in phone Calling. HubSpot Sales also has a robust reporting system that gives you visibility into your sales pipeline and performance.

If you’re looking for a CRM to help you close more deals and accelerate your sales pipeline, then HubSpot Sales is worth considering.

Pricing: Starts at $45/month

11. Forefront CRM

Forefront CRM is a versatile tool that promises to be useful to real estate investors. As a CRM system, its suitability depends on each investor’s specific requirements and preferences.

Forefront CRM offers customization features, allowing users to tailor the system to their needs. This adaptability can help manage properties, leads, and contacts efficiently.

Automation features enhance productivity by automating routine tasks like follow-ups and email campaigns. It also offers tools for property management, helping investors track property details, repairs, and rental income efficiently.

However, the decision to use Forefront CRM should be based on individual requirements, familiarity with CRM systems, and budget considerations.

Pricing: Starts at $99/month

What You Are Missing If You Don’t Have a Real Estate CRM

If you don’t currently use a CRM for your real estate business, you’re probably wondering how you would apply its use to your day-to-day and how it impacts revenue generation.

The bottom line is that you’re losing money without a CRM setup tailored to your specific needs. Here’s why:

You’re Losing Details About the Leads

If you’re not using a CRM, you forget the details about the lead, the property, and the conversations. CRMs allow you to stay on top of your leads.

Keeping track of the essential details will help you build a more trustworthy relationship with the buyer or seller.

You’re Wasting Time

Most communication is virtual or “digital” now, so you need a centralized hub where you can quickly and easily search for contacts.

All communication with the lead can be quickly shared amongst teams so everyone is on the same page. Quick data sharing protects against wasting time rediscovering information with the lead and portraying a brand with its business dialed in.

You’re Missing Critical Observations

Do they need more information about buying or selling a house and how your service can help them?

Do they need a reminder about your service?

Do they deserve some cost break or special offer such as helping them make repairs?

Speak to them as buyers and sellers seeking specific information on their journeys. By frequently reducing the sales cycle, you’ll generate more engagement, deals, and brand loyalty.

You’re Losing Channel Data

Do you know what your most successful marketing channel is?

Or, what is your most successful marketing campaign?

Does your most successful channel change each year or season?

Where are your most profitable deals?

Do your marketing channels experience the 80/20 or maybe a 60/40 rule?

Knowing these answers and identifying your key metrics allows you to grow your business without guessing.

Save yourself time, hassle, and guesswork of pulling data from different channels.

Real estate CRMs help you understand which channels perform best and where you can scale up or back.

Final Thoughts

Choosing the right CRM for your real estate business is essential. The CRM you choose should be based on your business’s specific needs.

If you’re unsure which is right, take another look at the Best CRMs for real estate investors. With many great options, you’ll find the perfect CRM for your business.

Did we miss your favorite CRM? Hit us in the comments section below, or join the Carrot Community! Submit questions and engage with other Carrot members.