Close More Deals: The Best Software for Real Estate Agents
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Real Estate Tools:
To start, we have one question: why would you waste your time doing something manually when a tool could easily handle it for you?
If your answer is, “OMG, I have no idea why. Please help,” then you’ve really come to the right place.
Technology has turned the real estate world upside down—in a good way, not in the creepy Stranger Things way. From cloud-based CRM systems to sleek marketing tools, software for real estate agents can completely transform how you manage your business and interact with clients.
In this article, we’ll dive deep into the seven types of tools you need in your real estate arsenal, complete with concrete software suggestions galore, including:
- Customer relationship management (CRM) systems
- Showing schedulers
- Marketing tools
- Document management systems
- Appointment setters
- Virtual tour and visualization tools
- Analytics tools
Ready to say sayonara to manual processes, constant interruptions, and hours upon hours of misspent time?
Let’s go!
1. Customer relationship management (CRM) systems
It's time to face the brutal truth: without a solid client base, you won’t sell or rent a single property! That’s why CRMs are the first software for real estate agents we’ll mention today.
This golden nugget of a tool is akin to having a personal assistant for managing client interactions. It’ll help you keep track of your contacts and all the valuable info you’ve gathered about them, like their history, future real estate goals, budget, and even the names of their children.
People want to feel like they have personal relationships with their real estate agent, so giving clients a personalized experience that makes them feel ✨special ✨ will set you apart from the competition.
Top CRM picks for real estate agents 👇
1. Hubspot
Streamline your client interactions with an intuitive CRM that plays nicely with all your other tools.
Key features 🔑
- Free & paid plans: Access the basics for free or upgrade for more features.
- Contact management: Keep all your contact info in one neat place.
- Email tracking: See who’s opening up your emails and when.
- User-friendly interface: Easy to navigate and set up.
2. Zoho
Simplify your client management and automate workflows with this feature-packed, customizable CRM.
Key features 🔑
- Customizable: Tailor it to fit your needs with tons of options.
- Automation features: Set up workflows that save you time and energy that are better spent elsewhere.
- Integration: Connects with Zoho tools and many other apps seamlessly.
- Mobile app: Your CRM goes wherever you go, letting you easily manage it from anywhere.
3. Salesforce
Elevate your agency with Salesforce’s robust, highly customizable CRM that adapts to any size of operation.
Key features 🔑
- Powerful features: Get everything from sales tracking to uber detailed reporting.
- Highly customizable: Adjust to fit any size agency, whether it’s just you or a heap of other agents.
- Scalable: Like a childhood dog, it grows along with you!
- AI analytics: Uncover hidden trends to take smart steps in the right direction.
Real estate showing schedulers
As an agent, you know all too well that you can’t always be on phone duty. After all, constantly picking up the phone while you’re with another client is hardly professional.
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That’s where real estate showing schedulers really come in handy—they let the appointment setting happen in the background, while you can focus on the here and now.
These scheduling gems help you book viewings, send automated reminders, and reduce no-shows. They sync effortlessly with your calendar, so you’ll never have to worry about double-booking or missing a meeting. Plus (yep, we’re not done yet!), they provide a super slick booking experience that shows your clients they’re truly in the big leagues now.
In short: multiple wins. Zero downsides.
Top real estate showings schedulers 👇
1. YouCanBookMe
This real estate scheduling app lets prospective buyers self-schedule showings in seconds, without any back-and-forth or delays.
Key features 🔑
- SMS & email notifications: Get rid of no-shows with customizable confirmations and reminders.
- Calendar syncs: Connect your Google, Microsoft, or Apple calendar to never be double-booked again.
- Buffer times: Automatically block off time between showings to allow for prep or travel.
- Easy for clients: Clients can quickly book showings via any device.
2. ShowingTime
Tailor-made for agents, this tool lets you streamline booking real estate showings, collects feedback, and offers detailed reporting.
Key features 🔑
- Real-estate focused: Built solely for the real estate agency.
- Automated notifications: Keeps clients in the loop about all appointments.
- Collect feedback: Gather and analyze insights from showings.
- Reporting features: Track performance and trends to book more viewings.
3. Calendly
Simplify scheduling with this user-friendly software for real estate agents that syncs with your calendar and handles bookings automatically. However, it's important to note that Calendly focuses on enterprise tech companies so it may not have all of the bells and whistles you'd be looking for.
Key features 🔑
- User-friendly: Simple to set up and navigate to quickly start booking real estate showings.
- Integrations: Over 100+ native integrations to connect all your fave tools.
- Custom booking links: Shareable links for easy scheduling.
- Automated scheduling: Clients can book themselves without constant interruptions.
Real estate marketing tools
Wondering how to get more clients? Then listen up! If you want to make your properties snap, crackle, and (most importantly) pop, you’ll need to create eye-catching ads, craft killer emails, and dominate social media—all while playing your main real estate game.
This sounds like a lot, but the right marketing software for real estate agents will help you get it done quickly and efficiently.
Top marketing software for real estate agents 👇
1. Mailchimp
Design impactful email campaigns and track their success with this powerful marketing automation tool.
Key features 🔑
- Automate campaigns: Set up email campaigns to nurture your leads.
- Easy-to-use templates: Design emails that’ll grab your client’s attention without sacrificing a ton of time.
- Analytics: Track your campaigns' performance so you can keep making them better and better.
- Integrations: Connect over 300 other apps to create a smooth workflow.
2. Canva
Create head-turning marketing materials and social media posts quickly with this easy-to-use graphic design tool.
Key features 🔑
- Robust free & paid plans: No matter your budget, you’ll be able to create impactful designs.
- Design made easy: Create stunning visuals with drag-and-drop tools.
- Custom templates: Use or tweak ready-made designs to get your posts up and out quickly.
- Stock photos & elements: Access a huge library of design assets.
3. Hootsuite
Schedule posts, engage with clients, and analyze performance across your channels with this social media management platform.
Key features 🔑
- One dashboard, multiple accounts: Easily post, monitor, and engage across all social channels in one place.
- Advance scheduling: Organize your posts in advance to avoid interruptions.
- Analytics: Track engagement and ROI to refine your strategy.
- Team collaboration: Assign tasks, manage approvals, and set up workflows.
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💡Pro-tip: Instead of choosing between these three, we recommend using them together! Use Canva to create your visuals, and then upload those visuals to social media posts in Hootsuite and email campaigns in Mailchimp. Tools that work well together, stay together. ❤️ |
Real estate document management systems
Gone are the days of offices filled with piles of paper in every corner. Document management systems make paperwork a piece of cake.
They help you store, sign, and share documents securely online—all without the paper mess. These bad boys don’t just streamline your transactions; they keep everything on an online platform you can always access, no matter if you’re in the office or running around town. 🏃
Plus, it’s an added bonus that clients can sign in from the comfort of their own homes.
Bottom line: You’ll get less paperwork and more deals. The environment, your office space, and your revenue will thank you!
Top document management picks for real estate agents 👇
1. Docusign
Speed up transactions with electronic signatures and secure document management, all integrated into one platform that’s been a staple on the market for over two decades!
Key features 🔑
- Electronic signatures: Get legally binding signatures in a snap.
- Easy sharing: Share all your docs with clients effortlessly.
- Integrations: Works with a ton of other business apps and realtors software.
- Mobile app: User-friendly apps for signing and managing documents on the go.
2. Zoho Sign
Get legally-binding, secure e-signatures combined with workflow automation for a streamlined document process.
Key features 🔑
- Digital signatures: Secure and legally binding e-signatures for all your contracts.
- Quick document signing: Users can sign documents from any device with ease.
- Part of the Zoho suite: Perfect if you already use Zoho CRM or other Zoho products.
- Affordable: Cheaper when compared to its competitors!
3. PandaDoc
Automate document creation and track performance with real-time analytics using this all-in-one document software for real estate agents.
Key features 🔑
- Electronic signatures: Get safe, legally binding, online signatures.
- Custom templates: Use pre-made templates for common documents to speed up your workflow.
- Real-time analytics: Track document status and performance.
- Document creator: Simplify creating complex documents with a drag-and-drop editor.
Real estate appointment setters
Let’s face it—your time is money. You should be out there showing houses and sealing deals, not tangled up in endless calls and emails just trying to set up a meeting.
So, what’s the solution? You guessed it!
Real estate appointment setters.
These tools let your clients book appointments that fit right into your busy schedule without disrupting your flow. They take care of all the scheduling (and send reminders) so you and your clients are always on point and on time, every time. 💁
Top real estate appointment setters for agents 👇
1. YouCanBookMe
This real estate appointment setter is packed with features to help you seize control of your hectic schedule, land more listings, and effortlessly book viewings.
Key features 🔑
- Streamlined bookings: Let clients easily schedule via your website, emails, social media, and QR codes on printed materials.
- Have it your way: Create fully customizable booking pages to fit your brand and workstyle.
- Custom intake forms: Collect crucial client details before every meeting. Ask about desired property size and neighborhoods, allotted budget, and more.
- Automated notifications: Keep clients in the loop before and after every showing.
2. Acuity
Customize your scheduling, manage payments, and automate reminders to keep your calendar and viewings running smoothly.
Key features 🔑
- Custom scheduling: Tailor your availability and client preferences so that appointments fit perfectly into your schedule.
- Automated reminders: Reduce no-shows with reminders to safeguard your time.
- Payment integration: Collect payments right when clients book viewings.
- Calendar syncing: Integrates with your existing calendar to avoid double-bookings.
3. Setmore
Streamline your bookings with a user-friendly interface that syncs with your calendar and integrates with social media.
Key features 🔑
- Multi-bookings: Clients can book multiple open houses or showings simultaneously.
- Mobile apps: Handy for when you need to manage appointments on the go.
- Social media integration: Schedule from your social channels for easy access.
- Client management: Keep track of clients, their interactions, and booking history.
Virtual tour and visualization tools
Have clients who can’t always attend showings and open houses in person? Maybe they’re out of the country? Then virtual tour software is just what you need.
Virtual tour tools let you replace grainy photos and dull descriptions with an interactive, immersive experience. They let buyers explore homes online as if they were there in person, travel plans and busy schedules be damned!
There’s nothing quite like being able to virtually tour properties from the comfort of your own home. Or hotel room. Or office. Or car. Either way, you’ll be making it that much easier for your client to find their dream property.
Top virtual tour software for real estate agents 👇
1. Matterport
Offer stunning 3D virtual tours and interactive floor plans to showcase properties like never before.
Key features 🔑
- 3D tours: Create immersive, high-quality 3D experiences.
- Easy sharing: Share tours across multiple platforms, including Street View,
- Interactive floor plans: Give clients a clear view of the property layout with detailed, interactive floor plans.
- Real estate integration: Works well with MLS and other real estate sites.
2. Kuula
Design and share engaging virtual tours with a simple platform that integrates easily with MLS and real estate websites.
Key features 🔑
- User-friendly: Create virtual tours with a simple, intuitive interface that’s easy to navigate.
- Quick sharing: Embed your virtual tours on websites or share them via direct links.
- MLS Integration: Connect real estate listing services to keep your virtual tours integrated with your property listings.
- Customizable: Enhance your tours with hotspots, info tags, and other interactive features.
3. EyeSpy360
Create dynamic 360-degree virtual tours with customizable features and virtual staging options.
Key features 🔑
- 360 tours: Craft virtual tours that allow buyers to explore every corner of a property.
- Customizable templates: Tailor tours to match your brand's unique style and personality.
- Virtual staging: Add virtual furniture and decor to empty spaces, helping clients visualize the potential of the property.
- Social media integration: Easily share your interactive tours on social media platforms.
Real estate analytics tools
Meet the realtors software that’s the next best thing to a crystal ball. While we know you’re a pretty smart cookie, predicting market trends all on your own is tough and very time-consuming.
Enter analytics tools. They’ll quickly give you the lowdown on all the data you need to stay one step ahead of the game. Whether it's pinpointing market trends, assessing property values, or spotting the next big opportunity, these tools help you make smarter, more lucrative moves. 🤑
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Top analytics software for real estate agents 👇
3. Zilculator
Zilculator is a nifty real estate analysis tool designed to help agents evaluate investment properties quickly and accurately.
Key features 🔑
- Investment property analysis: Assess the profitability of investment properties with financial metrics and projections.
- Automated reports: Quickly create branded property reports for clients.
- Compare deals: Compare multiple properties side-by-side to find the best investment.
- MLS integration: Import property and listing data from over 600 MLS boards.
2. CoreLogic
This analysis software for real estate agents offers deep insights into market trends, property values, and risk assessments to stay ahead of the curve.
Key features 🔑
- Property data: Get all the details you need, from transaction history to property characteristics.
- Market trends: Keep up with the latest market trends and economic conditions.
- Property valuation tools: Accurately assess property values.
- Risk assessment: Identify potential risks, like natural hazards, to make smarter investment choices.
3. DealCheck
DealCheck is a user-friendly real estate analysis tool that helps agents and investors evaluate and compare properties to make informed decisions.
Key features 🔑
- Deal analysis: Quickly crunch the numbers on rentals, flips, and multi-family units.
- Customizable reports: Create professional, branded reports that showcase property performance to clients and partners.
- Portfolio management: Keep track of all your investments in one place with detailed performance metrics.
- Mobile app: Analyze properties anytime, anywhere with a handy mobile app.
It’s closing time…🎵
While homes may not be as affordable as they were for our parents, there are still plenty of clients looking to buy killer properties. And with the right tools, you can make sure they choose you over the competition.
These apps will give you the edge you’ve been looking for, letting you easily create head-turning ads, dazzle clients with jaw-dropping virtual tours, and keep your schedule as tidy as a freshly staged home.
So embrace the tech one tool at a time, and get ready to do what you do best—land new listings and close more deals. 🎉
Try YouCanBookMe today
Create your free booking page today. No credit card required.
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Written by
Gabriela Lefanowicz
Gabriela is an (everything bagel) seasoned copywriter who has been banging out copy for brands both big and small since 2016. In her free time, you can find her buying Halloween decorations, reading, and trying to force her cat to love her.
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