Aloun Khountham is a freelance real estate contributor to The Close. Her real estate experience stems from over five years as a New York City real estate operations executive for a growing brokerage. See full bio
Reviewed by Table of ContentsIt can feel like you’re juggling a million things in the fast world of real estate transactions. That is why you need to have a trusty client relationship manager (CRM). You may be concerned about the financial commitment required to have access to such a platform, but I’ve been able to round up the best free real estate CRMs that have all the necessary features. From task management and slick marketing automation to some AI magic, The Close has got you covered. Find the perfect free CRM for real estate to level up your game all at no cost!
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| Online Rent Payment Software | Best for | Number of Users | Learn More Below |
|---|---|---|---|
| Free subscription and accounting tools | Free for 1 user | ClickUp ↓ | |
| All-in-one solution and intuitive interface | Free for up to 5 users | HubSpot ↓ | |
| Secured rent collection | Free for up to 10 users | Agile CRM ↓ | |
| Mobile app | Unlimited | Bitrix24 ↓ | |
| Next-day rent payment | Free for up to 3 users | Freshsales ↓ | |
| Next-day rent payment | Free for up to 3 users | Zoho CRM ↓ | |
| Next-day rent payment | Free for up to 2 users | Insightly ↓ |
| Online Rent Payment Software | Best for | Number of Users | Learn More Below |
|---|---|---|---|
| Free subscription and accounting tools | Free for 1 user | ClickUp ↓ | |
| All-in-one solution and intuitive interface | Free for up to 5 users | HubSpot ↓ | |
| Secured rent collection | Free for up to 10 users | Agile CRM ↓ | |
| Mobile app | Unlimited | Bitrix24 ↓ | |
| Next-day rent payment | Free for up to 3 users | Freshsales ↓ | |
| Next-day rent payment | Free for up to 3 users | Zoho CRM ↓ | |
| Next-day rent payment | Free for up to 2 users | Insightly ↓ |
I chose ClickUp because of its unrivaled task management and productivity features. This platform is tailor-made for real estate agents who really get a kick out of being organized and productive. Custom dashboards and integration with a huge variety of third-party apps make this tool quite versatile when it comes to daily task management. While not CRM-specific, strong productivity tools like team whiteboard and chat capabilities coupled with a great user interface make it easy for an agent to track work and ensure nothing falls through the cracks.
What sets HubSpot apart from the other free CRMs is the fact that it offers email marketing capabilities in its free plan. If you’re a real estate agent looking to save hours of your time sending emails and collecting data via forms, this is the way to go. The ease of use and integration with other tools built by HubSpot make the user experience seamless. Although the free version is quite limited, there is still so much here to offer real estate agents in terms of building a marketing foundation.
Agile CRM is cloud-based and easily accessed from any device, which provides flexibility and mobility in your real estate operation. It integrates CRM and marketing automation into one seamless solution to manage client relations and full-scale marketing campaigns on a single platform. The free CRM for realtors allows for 1,000 contacts, custom data fields, and appointment scheduling that can be accessed through the mobile application or via desktop. One benefit of the Agile CRM is that agents can switch between pricing plans at any time to scale the business up or down as needed.
I chose Bitrix24 as one of the best free CRMs for realtors because it excelled in team collaboration tools, which are critical to a growing real estate business. It offers an all-inclusive free plan with many helpful features like a calendar, company social network, and project kanban. Although customer support is limited to free users, the setup process doesn’t require any technical skills, and it provides a lot of free real estate database storage space in the free account. Bitrix24’s available collaboration tools make it perfect for teams looking to enhance communication and productivity.
What drew my attention to Freshsales CRM is that, even in the free plan, it offers deal management capabilities. It gives an agent the ability to see how deals are efficiently tracked, managed, and closed without any extra cost. This results in agents being able to stay in control of the sales process and keep the business running at all times. While more advanced features like sales pipelines, dashboards, and detailed analytics are saved for paid plans, the best real estate CRM free version still offers excellent features like data importing, email templates, inbound caller ID, etc.
For real estate agents looking for a more customizable CRM experience, Zoho CRM is one of the best free CRMs because of its very customized workflows and integration options. In addition to the pocket-friendly pricing plans, the email notification tools and mobile application access give agents the flexibility to manage their businesses on the go. While the free version is missing more robust features like AI tools, the included features still make Zoho CRM a very powerful tool for agents who want a customizable solution for free.
Of the many available free CRM options, Insightly may be one of the better choices for real estate agents dealing with numerous complex transactions and projects because it has very good project management features. Even in the free plan, agents get access to integrations with applications like QuickBooks Online, PandaDoc, and Xero, along with the ability to customize page layouts that can benefit your business operations. The platform’s ability to help agents scale their businesses through project management and lead management tools makes it ideal for agents looking to streamline their transaction processes.
When choosing a free real estate CRM, the most important features will be those that can help you save and maximize the time you put into running your business. For example, you may be looking for strong contact management that keeps every piece of information about your clients in order. Perhaps lead tracking is your priority, so you want to look for a CRM that offers functionality to move leads through your sales funnel. Make sure to always take into account the reviews on the CRM you are evaluating because that will give you a great idea of what standout features have fared well for former clients.
While most free CRMs would be able to manage a full range of contacts, each has a ceiling. Be sure to check the capacity of any particular CRM. Some free versions may limit the number of contacts or the storage amount, while others are pretty generous. For most real estate agents, a free CRM would suffice, especially when starting out. However, scalable options or upgrades to paid versions will be essential in case your business outgrows them for a larger database and more features.
One of the major reasons for choosing a CRM would have to do with its integration capabilities. The vast majority of free real estate CRMs will integrate with popular tools and platforms, such as email services, social media channels, MLS systems, and marketing automation software. These kinds of integrations greatly smoothen workflow by centralizing all activities and data in one place. Before deciding on any CRM, ensure that it supports the tools you are using. Such powerful integration will save time, minimize errors, and maximize your productivity through an integrated system for running your real estate business.
While choosing the best free real estate agent CRM options, we at The Close took a very meticulous and thorough review to make sure that we delivered the ones that were most reliable and effective. Our methodology took into account a detailed analysis of the various CRMs regarding a wide range of factors relative to the real estate professional. Our team of experts went through an accurate review and testing of these platforms for their suitability and to make sure they performed well in a real estate context.
Below are the key criteria we evaluated for the best free CRM for realtors:
Cheap real estate CRMs could be a huge help for real estate agents in contact and deal management, but they could also automate marketing efforts, starting with zero cost. If you can effectively use a free CRM for your business, it would greatly help in enhancing your productivity levels and better management of your clientele.
But that is not worth being shortsighted in your growth strategy. Though the free plans include useful features, many are limited in ways that will hinder your business as it expands. Upgrading to the paid plans as you grow will unlock advanced capabilities, provide scalability, and more, allowing you to take on new opportunities and secure long-term success.
