When deciding on a real estate customer relationship manager (CRM), you should look for one you find easy to use that fits your budget and provides the tools you need. We evaluated dozens of free CRMs to find our top seven picks for real estate pros. Below, we compare our favorites side by side to help you decide which will work best for you and your real estate business.
While the seven free CRMs below are all excellent options, they differ in the number of users allowed, contacts you can add, customer support, and the cost of upgraded versions. Use this information to help determine which free CRM is the best fit for you while building your real estate empire.
Top 7 Free Real Estate CRMs
|CRM||Best For||No. of Users||No. of Contacts||Customer Support|
|HubSpot||Lead generation||Unlimited||1 million||Online training|
|Agile CRM||Social media||10||1,000|
|Bitrix24||Large team, brokerage management||Unlimited||Unlimited||Online training and outsourced support|
|ClickUp||Project management||5||100 lists/400 folders||Email/ticket|
|EngageBay||Solo agents||15||500||Live chat|
|Freshsales CRM||Lead nurturing||3||Unlimited||Phone, chat, and email|
Of course, as with any freeware, you get what you pay for. Continue reading to see the one free real estate CRM we’d avoid, as well as a brief review of Wise Agent, Pipedrive, Realty Juggler, and Copper, which aren’t exactly free, but have a wide array of affordable, sophisticated, real-estate-specific features.
HubSpot: Best Free CRM for Lead Generation
There’s a reason HubSpot is a big name in the sales space. Not only can you have unlimited users in the free version of its CRM, but you can manage up to 1 million contacts and do it all on the company’s efficient mobile app.
HubSpot excels at connecting you with existing clients and helping you generate new ones. Its software firmly focuses on strong communication for lead generation and nurture, and enables conversations with your contacts in myriad ways. Overall, it’s an excellent platform for agents who have some experience and are ready to grow and scale their business.
HubSpot’s free real estate CRM is a great choice, but you can also upgrade to access additional features, such as directly calling from your dashboard and appointment-scheduling integrations, for $30 to $450 per month.
Free Version Includes:
Unlike other free CRMs, HubSpot’s platform lets you customize just about every field, pipeline, and template. This goes a long way to making it feel like a CRM designed specifically for real estate, even though it’s not. One customization highlight for us is that a single contact profile can have as many as 80 different fields. Many of these fields are responsive so that as your conversations and communications with your clients evolve, so do the entries in each field.
The HubSpot Interface
We find the interface to be user-friendly and intuitive.
The Close Verdict: HubSpot
HubSpot offers the most traditional, comprehensive free CRM on the market. Designed by a company known for its sales solutions, the CRM comes with an incredible number of free tools and optimizations designed for lead generation and nurture. While HubSpot is not specifically designed for the real estate industry, it is a robust and powerful free CRM that can scale with your business.
Agile CRM: Best for Social Media
Much like HubSpot, the free version of Agile CRM is incredibly flexible and customizable. However, tailoring a free CRM to your specific real estate needs requires a lot of time and effort, and it’s not something every agent wants to do.
But if you put the work in, the result is a highly personalized dashboard with a slick, modern interface. We also appreciate the excellent social media integrations, which make connecting to your business accounts easy and effective. Agile CRM’s paid plans start at $9 per month and give access to SMS texting and other features.
Our only complaint is that you can’t sign up for the trial using a free email like Gmail or Yahoo. You have to use an email linked to a domain, which is frustrating if you’re a solo agent and your Gmail account is your work email.
Free Version Includes:
By far, the most ingenious feature in Agile’s free real estate CRM is its social media integration system. Using dashboard add-ons (called widgets), you can bring your contact’s social media stream from Facebook or X into your contact profile and even interact with their posts from the CRM. You’re allowed to choose a single social widget to add to contact profiles in the free version. In the paid version, you can add many other features, including advanced email analytics, text messaging, and calling features.
The Agile CRM Interface
We appreciate all of the bold colors and graphics that show you where you are in your workflow at a glance.
The Close Verdict: Agile CRM
Agile CRM can help agents kick things up a notch. Its many features, especially those related to social media, really shine when used for real estate. However, what most excites me about this product is the upgrade. Don’t get me wrong—there is a lot of utility in the free version—but the paid option is inexpensive (about $9 a month) and opens up so many doors. Agile CRM is a good choice if you’re growing and budgeting to take your CRM to the next level.
Bitrix24: Best Free CRM for Real Estate Teams & Brokerages
Bitrix24 is a group communication and collaboration platform with a CRM that converts easily to the real estate space. It helps you keep your team moving in the right direction with sophisticated project management tools, which is why we’ve specifically recommended Bitrix24 for teams and brokerages that rely on internal communication. On the free plan, admins can assign any number of users to tasks across the platform and manage unlimited contacts in an infinite number of deals, which is hard to beat.
The downsides are limited cloud storage, lack of marketing tools, and a steep learning curve with limited customer support. But for team communication, Bitrix24’s free version is an excellent value. The pricing for upgraded packages ranges from $49 to $199 per month.
Free Version Includes:
The best part of Bitrix24 is the interface between the CRM and the internal team management platform. Often, teams have to use two different systems to manage clients and each other, but Bitrix24 has solved for this by overlapping the two, making communication and decision-making easier.
When the internal and external systems are set on the same framework, you can decide on a strategy for a particular contact and assign the outreach to a team member without even leaving the browser window. This feature leads to fewer dormant leads, a more engaged workforce, and, of course, no need to ping colleagues on Slack to get them to log into an entirely different platform.
The Bitrix24 Interface
The Bitrix24 interface is easy to make your own. We love the fact you can customize the background with your own wallpaper, as well as the linear approach to task organization.
The Close Verdict: Bitrix24
Bitrix24 is one of the best collaborative free CRMs on the market, and is an ideal solution for real estate teams and brokerages on a budget. Unlimited users, contacts, and a website builder make this a serious contender for anyone in the market for a free real estate CRM. The storage limitations could be an issue, and learning this system takes some time and energy. But the analytics, reporting, and project management tools mean that Bitrix24 is a decent CRM to start building your team.
ClickUp: Best Free CRM for Project Management
ClickUp is actually a project management software company that has created a free CRM worth considering. Again, this is not your typical sales CRM with all of the bells and whistles, but it has the organization and communication tools to be effective and is one of the most robust project management systems on the market. It’s highly customizable and was created with an emphasis on process and user experience. The result is an easy-to-use, intuitive interface. You can also upgrade at any time to access a host of features at affordable rates, from $5 to $19 per month.
Project management software is really a category all its own, and it’s worth thinking about how these kinds of tools can help you build your business. For example, let’s say you’re conducting a large marketing campaign with lots of moving parts. With this type of software, you can delegate responsibilities, track progress, analyze effectiveness, and evaluate resource allocation.
Free Version Includes:
ClickUp comes with a few ready-to-go real estate templates you can install. We love how much the developers thought through what would be helpful for agents and designed the template to meet those specific needs. It’s still going to require some customization and setup, but the template gives you a big running start.
The ClickUp Interface
ClickUp is a little busier than its competitors, but we appreciate how much thought went into the expansive systems and customization options with an eye toward productivity.
The Close Verdict: ClickUp
ClickUp’s free CRM has a real estate template that can help agents think in terms of projects rather than individual transactions. It’s ideal for those who value user experience, want a sleek-looking CRM with plenty of automation, and who will utilize the extensive communication and project management tools.
EngageBay: Best Free CRM for Solo Agents
EngageBay is quickly making a name for itself in the CRM space. There is a lot to like here: The interface is user-friendly and streamlined, the tools are intuitive, and the integrations allow for customization. It has all of the features needed to manage contacts and nurture leads as well as manage deals and assign and complete tasks—all with excellent customer support. I recommend EngageBay for solo agents—it offers a full suite of features while remaining a cost-effective option at the paid tiers, which range between $15 and $100 per month.
Free Version Includes:
Our favorite feature in this all-in-one sales tool is the automation. Agents who want to leverage their email marketing will appreciate EngageBay’s free options: You can send a total of 1,000 emails, establish drip campaigns, and use one of their ready-made templates. The free version also offers newsletters and auto-responders, landing pages, and lead grabbers, which means that EngageBay isn’t just tracking your leads—it’s helping generate them.
The EngageBay Interface
This might not be the most aesthetically pleasing interface, but it gets the job done. Everything is clearly marked and the systems flow well together.
The Close Verdict: EngageBay
We see EngageBay as a strong competitor to HubSpot, especially for solo agents who want a system that will deliver without breaking the bank. It’s well-designed, impactful, and loaded with helpful marketing features. Agents who are active email marketers will enjoy all of the automation but may quickly hit the cap in the free version. Otherwise, we find the free version to be a generous and powerful CRM tool. It’s certainly worth trying out, especially since it gets high marks for customer support.
Streak: Best Free CRM for Gmail Users
This is the product for those of us who roll our eyes at traditional CRMs and say, “Back in my day, I built my business with a spreadsheet.” Streak turbocharges Gmail with organizational tools and tracking capabilities to turn it into a fairly sophisticated standalone CRM—but one that looks and feels like a simple spreadsheet. And—since most of us are already really comfortable with Google, Gmail, and Google Sheets—there’s a very minimal learning curve, making Streak a great bridge platform moving toward a more robust system.
Streak is fairly limited—it’s more of an email management system than what I’d consider a CRM—but it’s worth a try if you’re struggling to see the value of a full-fledged CRM.
Free Version Includes:
Without doubt, the mobile app is our favorite feature. It looks like Gmail, it’s intuitive, and it makes working while on the go a pleasure. One of the best aspects of the mobile app is that it tracks and logs your calls, so there’s a complete record of who you’ve reached out to, plus you can add notes about the call. The app makes it possible to carry around your whole streamlined CRM, with searchable pipelines and contact sharing between devices.
The Streak Interface
If you’re comfortable with Gmail, the Streak interface will feel familiar and easy to navigate.
The Close Verdict: Streak
To be clear, this is not a traditional free real estate CRM. Some might not even call it a CRM at all. But I find Streak to be a pretty interesting product that will appeal to busy real estate pros, old-school agents, and those who use and love the Google Suite of tools. If you want to organize your contacts and track your communication via a limited learning curve—and, perhaps most importantly, hope to keep it all super simple—Streak might be the right choice for you.
Freshsales: Best Free CRM for Nurturing Real Estate Leads
We’re excited to report that Freshworks brought back their free CRM. With its Freshsales product, you can manage an unlimited number of contacts and create workflows that help you stay in touch with your customers, no matter what stage of the sales cycle they’re in. Freshsales even includes a chatbot to help you stay on top of all your leads so you know the best time to pick up the phone and start a conversation. Though Freshsales isn’t specifically designed for real estate, it’s a highly customizable option for solo agents who put lead nurturing at the forefront of their business.
The Freshsales Growth plan is free for up to three users. After that, it bumps up to a reasonable $15 per month, billed annually. Because it’s part of the Freshworks universe, users can also seamlessly integrate it into other products like Freshmarketer, Freshchat, and a host of other Freshworks apps.
Free Version Includes:
One of the coolest features I’ve seen in a free CRM is the intent-driven artificial intelligence (AI) chat that Freshsales includes in their lineup. You can set up your chatbot to engage with your leads using your FAQs and predetermined answers, so it will sound authentically like you. Use your chatbot as your inside sales agent, keeping your leads engaged for longer and giving you a greater conversion rate.
The Freshsales Interface
The Freshsales interface is straightforward and easy to understand. It’s nothing too fancy, but that might be a good thing for those who don’t need a lot of extra clutter.
The Close Verdict: Freshsales
Freshsales offers a lot of great features for a solo agent. Since it’s only free for the first three seats, it might not be a great choice for a growing team. And since it’s not real estate specific, the setup may be more involved. But once you get it up and running, Freshsales is a great choice, especially for the price. The price jumps to $15 per user, per month after the first three, in line with other CRMs that may offer more real estate specific features.
The Free CRM We Don’t Recommend for Real Estate Agents
The biggest concern for us (and users) with the free version of Insightly is the almost total lack of customer support. Users of the free version get access to a library of articles and webinars, which is also true of HubSpot, but we found the HubSpot online support community to be much more robust.
Insightly’s free version includes two users, 2,500 records, and the ability to send up to 10 emails per day. The tools available in the free version for project management, analytics, and reporting remain unclear, even after contacting the company’s sales team.
We still believe in Insightly as a paid CRM—optimum features help agents organize contacts and leads as well as set up email campaigns and an outreach schedule. But unless you’re a total tech whiz who’s never had to contact customer service, we would encourage you to first consider the other free options in this list.
4 (Nearly) Free Real Estate CRMs Worth Mentioning
At the end of the day, the best CRM is the one you will use. If you hate using the program, it doesn’t matter if it’s free. These CRMs rate really highly, are designed specifically for real estate, and don’t break the bank.
As far as affordable CRMs go, Wise Agent is one of the best I’ve seen on the market. This feature-packed real estate CRM is easy to start using on day one. Wise Agent is a great choice for teams as well as solo agents. Take this software for a 14-day test drive to see if it works for you. While you’re there, check out the lead generation tools. If you decide to continue as a client, plans start as low as $27 a month.
Pipedrive offers a ton of features to help get your real estate business off the ground, including a basic CRM and several integrations. I personally love the Kanban-style dashboard that allows you to move cards from one phase to the next. It’s a great starter CRM for any new agent. The best thing about Pipedrive’s CRM is you can add additional features as you need them, never paying for what you don’t use. That could make the pricing structure a bit overwhelming, but if you’re just getting started with a CRM, Pipedrive is a great entry-level platform.
You can test drive Pipedrive for free for 14 days before signing up for their basic plan, Essential, for just under $15 per month on the annual plan.
If you’re an agent who struggles with technology and can get overwhelmed easily, RealtyJuggler might be a great fit for you. It doesn’t have all the bells and whistles that some of the other CRMs in this list have, but it does most of the basic functions that an agent needs.
I particularly love the option to do print campaigns in RealtyJuggler. Most CRMs these days don’t have this option, but in RealtyJuggler, you can do a printed drip campaign where you get a task notifying you to print your mailers, complete with your logo, date, and signature included. You can even print your mailing labels from inside the platform. I love this feature and honestly wish some of the other more expensive platforms offered it.
RealtyJuggler is not free, but it will only set you back $179 for the entire year. If you’re not great at math, that’s less than $15 per month. But you can take it for a test drive for 90 days without sharing your credit card. That might just be long enough for you to get your brand-new real estate business off the ground before you invest in the paid version.
One additional CRM to consider is Copper. It’s designed specifically for those who love to use Google Workspace. It easily allows you to pull data from your existing Google contacts and integrate with all the Google platforms you’re already using. In that way, Copper offers a way to get off the ground quickly so you can get busy growing your business.
Copper is a little pricey for what you get. The Basic plan is $23 per month, paid annually, but at that level, you don’t get bulk email, email templates, or merge fields. You can also integrate all the Google apps with the Basic plan, but you can’t integrate with any other services you may be using, like DocuSign, which could be annoying. You would have to bump up to the Professional level to get those features, which is $59 per month, paid annually.
But overall, Copper CRM might be a great platform for you if you love using the Google Workspace. You can build your own pipelines inside your Google account to keep track of all your existing contacts without having to upload anything.
Methodology: Why You Can Trust My Review
Whenever I write a review for any software, I combine my personal expertise along with a rubric created specifically to weigh each software against its competitors in an objective and balanced way to add context to my assertions. For this review, I tested and analyzed dozens of free CRMs and analyzed each one for the real estate industry based on:
I also took into consideration any additional systems for:
Bringing It All Together
If you are ready to move beyond the limits of how many real estate contacts you can keep track of in a Google spreadsheet and into a new world of communication automation, contact management, and ultimately, a better bottom line, then you need a solid CRM. And you can get a great one for free.
Of all the free CRMs I reviewed, I recommend you start by looking at HubSpot or EngageBay, both of which deliver high-end features with the most efficient systems, providing the greatest value. If you’re curious to see our overall CRM picks, check out our in-depth reviews and pricing of the best real estate CRMs for your business.
Have experience with any of these CRMs or have a favorite free real estate CRM that’s not on this list? Leave us a comment below!
The post The 7 Best Free Real Estate CRMs of 2023 (+ 1 to Avoid) appeared first on The Close.