Real Estate CRM Requirements
Real estate agents need more than a basic contact database. You need property-specific pipelines, automated drip campaigns, showing scheduling, and commission tracking.
Must-Have Features
- Lead capture — website forms, Zillow/Realtor.com integration
- Property pipelines — track listings through stages (listed → showing → offer → closing)
- Automated follow-ups — drip campaigns for buyers and sellers
- Transaction management — checklists, document tracking, closing timelines
- Commission tracking — splits, referral fees, forecasting
- Mobile app — full functionality on the go
Top CRMs for Real Estate
1. Automo.ai — Best Unified Platform for Teams
Automo gives real estate teams CRM + marketing + invoicing in one:
- Property pipeline with custom stages
- AI-powered lead scoring based on engagement
- Automated showing confirmations and follow-ups
- Commission tracking and invoice generation
- $19/user/month — no per-contact fees
