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The Best Real Estate Investor Software: 10 Top Choices

UPDATED November 14, 2024 | 11 MIN READ
Sharad Mehta
Written by
Sharad Mehta
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Real estate software has become essential for investors trying to optimize tasks such as lead management, deal tracking, and marketing, allowing them to streamline processes and scale their businesses efficiently.

image of house with several icons of functions for a real estate investor software

A reliable real estate investment software helps manage leads, contacts, and deals, transforming workflows and enabling investors to focus on growth.

This blog will outline the best software for real estate investors looking to grow professionally.

10 Best CRM Software Options for Real Estate Investors

Here’s a detailed look at the best real estate investing software, starting with our top choice REsimpli. This list will explore the unique features, pros and cons and pricing of every option to help you find the right fit.


REsimpli

, REsimpli

REsimpli is the best real estate investment software, specifically created to streamline operations by covering the entire process, from lead generation to closing deals.

It’s tailored for solo investors and teams, offering tools that optimize each step. These tools include skip tracing for finding property owners, direct mailing for marketing, and robust reporting for tracking key performance indicators (KPIs).

Key Features:

🤩 PROS:

  • Investor-Specific Tools
  • User-Friendly for Investors

😐 CONS:

  • Higher Cost

Pricing:

Starts at $99/month (Basic), with the Enterprise package at $499/month offering full automation and detailed reporting.

Pro Investor Tip: To run a successful business, you must equip yourself with the best tools!

REIsift

, REsimpli

REIsift focuses on organizing and analyzing marketing data, helping investors to prioritize and streamline their outreach.

This property investment software is known for data management and lead stacking capabilities, REIsift helps investors build organized, actionable lists by merging and “stacking” data from multiple sources.

Core Features:

  1. Siftline: A digital kanban board designed to organize and prioritize workflow for more efficient follow-up and conversion.
  2. List Stacking: Consolidates data from multiple sources, making it easier to identify high-priority leads.
  3. Offer Tracking: Ensuring that you never miss a deal when its on the table from a client.
  4. Skip Tracing: Enables users to uncover the contact details of potentially attractive leads and clients.
  5. Advanced Reporting: Offers detailed analytics to track marketing performance and lead conversion rates.

🤩 PROS:

  • Data-Driven Decisions
  • Enhanced Marketing Clarity

😐 CONS:

  • Steeper Learning Curve
  • Limited Marketing Tools

Pricing:

Monthly Plans: REIsift’s pricing starts at $149/month for its professional plan, and goes up to $299/month for the Business advanced capabilities and tools


DealMachine

, REsimpli

DealMachine is a mobile-first real estate software known for “driving for dollars,” helping investors capture and follow up on new property leads in real time while on the go.

The GPS-enabled system simplifies tracking and managing leads, with features designed to streamline outreach.

Key Features:

  1. Route Tracking: Keep track of routes driven, minimizing duplicated efforts and maximizing area coverage.
  2. Direct Mail Automation: Send customized mail directly from the app, allowing quick follow-ups with prospects.
  3. GPS Tracking: See property details instantly based on location, making lead collection seamless.
  4. CRM Integration & Deal Analytics: Offers basic CRM capabilities for tracking leads and analyzing potential deals.

🤩 PROS:

  • Great for Driving for Dollars
  • User-Friendly Mobile Interface

😐 CONS:

  • Limited CRM Features

Pricing:

Starts at $99/month (Starter) and goes up to $416/month (Teams) for premium features that can be used across a larger business, including real-time team tracking.

PropStream

PropStream is a powerful software real estate investors can use to investigate deep data insights.

, REsimpli

It aggregates nationwide data, providing information on property value, ownership, tax history, and market comparables, which allows investors to conduct in-depth property analysis and make well-informed investments.

Key Features:

  1. Comprehensive Property Search and Filtering: Enables refined search criteria to zero in on the most profitable leads.
  2. Lead Generation: Provides access to pre-foreclosure, bank-owned, and other unique property leads.
  3. MLS Comparables: Find comparable properties directly from MLS data, aiding in accurate property valuation.
  4. Rehab Calculator: Offers estimates for repair costs, which are essential for evaluating fix-and-flip properties.

🤩 PROS:

  • In-Depth Property Data
  • Analytical Tools

😐 CONS:

  • Complex Interface

Pricing:

The base plan starts at $99/month, with add-ons available for additional tools.

REIBlackbook

, REsimpli

REIBlackbook is a real estate investor software that combines CRM, marketing, and lead management capabilities in one platform.

It’s well-suited for investors who want a fully integrated system that supports capturing, nurturing, and converting leads with a range of automated marketing tools.

Key Features:

  1. Marketing Automation: Automates follow-ups with drip campaigns and scheduling for consistent lead engagement.
  2. Phone System: The software features a purpose-built phone system for calling, texting, voicemail marketing.
  3. Website Builder: The turnkey solution allows users to create professional property websites, a valuable tool for marketing properties or brand-building.
  4. Lead Management and Follow-Up Tools: Organize and prioritize leads, with reminders to keep engagement on track.

🤩 PROS:

  • All-in-One Solution
  • User-Friendly Interface

😐 CONS:

  • Additional Costs

Pricing:

Starts at $97/month, offering a complete toolkit for CRM, lead tracking, and marketing.

InvestorFuse

, REsimpli

InvestorFuse is designed with a focus on consolidation, bringing leads together to help investors increase response rates and reduce manual tasks.

Its workflows are tailored to streamline lead processing within larger teams, allowing users to stay organized and focused on high-priority activities. Automation ensures leads are managed efficiently and follow-ups occur on schedule.

Key Features:

  1. Lead Prioritization: Rank and manage leads based on custom criteria to focus on high-conversion opportunities.
  2. Customizable Workflows: Adapt workflows to match your investment style, allowing you to automate lead processing effectively.
  3. Automated KPIs: The system provides automatic feedback to ensure your team understands how they’re performing.
  4. Task Reminders: Keeps teams and individuals on track with automated reminders for the next steps.

🤩 PROS:

  • Efficient Automation
  • User-Friendly for High-Volume Teams

😐 CONS:

  • Limited Marketing Tools

Pricing:

Starts at $147/month, with the Premium package provided for $377/month.

Left Main REI

, REsimpli

Built on Salesforce, Left Main REI is a highly customizable CRM real estate software for investors who need advanced control over their workflow and data.

This tool enables investors to create a CRM experience that fits their specific processes, making it ideal for users with unique requirements or complex needs.

Key Features:

  1. Bulk Direct Mail: Left Main REI offers a cost effective, easily trackable bulk direct mail marketing solution.
  2. Workflow Automation w/ Cadence: Cadence is an internal tool to automate daily processes and streamline operations, freeing up time for high-value activities.
  3. Advanced Reporting: Access detailed, customizable reports that allow in-depth tracking of deal progress, team performance, and ROI.
  4. Salesforce Integration: Benefits from Salesforce’s robust platform for scalable CRM solutions.

🤩 PROS:

  • High Customizability
  • Powerful Reporting

😐 CONS:

  • Higher Price and Learning Curve

Pricing:

Pricing is variable, with starting costs at $50/month then custom quotes given based on specific needs.

Forefront

, REsimpli

Forefront is a real estate software designed for investors looking for simplicity with essential CRM functions. With an emphasis on streamlined lead and deal management, Forefront suits smaller investors or those beginning their real estate journey.

It offers easy-to-use tools for organizing leads and monitoring deals, helping users stay on top of follow-ups and interactions without overwhelming features.

Key Features:

  1. Visual Pipeline Management: Organize and track leads through each stage, from initial contact to deal closure.
  2. Automated Follow-Ups: Reduces manual follow-up with prospects, ensuring consistent lead nurturing.
  3. Deal Tracking: Maintain visibility over all deals, tracking their status and next steps.
  4. Task Reminders: Keep organized with reminders for essential tasks and follow-ups.
ProsCons
Simple and AffordableLimited Feature Set
Easy to Learn

🤩 PROS:

  • Simple and Affordable
  • Easy to Learn

😐 CONS:

  • Limited Feature Set

Pricing:

Starts at $99/month, increasing to $299/month for the Elite Plan.

REIreply

, REsimpli

REIreply is an affordable CRM powered by AI focused on marketing and lead engagement.

With an emphasis on integrated marketing tools like SMS, email, and ringless voicemail, REIreply is ideal for small and medium-sized investors who want effective outreach without a high price tag.

Key Features:

  1. SMS and Email Marketing: Enables direct communication with leads via SMS and email, ideal for real-time engagement.
  2. Drip Campaigns: Automate follow-up with leads through scheduled marketing campaigns.
  3. Lead Management and Pipeline Tracking: Provides essential CRM functions to qualify and manage leads through every stage of the sales pipeline.
  4. 24/7 AI Admin Assitant: This tool offers an AI-powered admin assistant to help with daily tasks.

🤩 PROS:

  • Budget-Friendly
  • Massively Automated

😐 CONS:

  • Limited Scalability

Pricing:

Starts AND finishes at $99/month, making it highly accessible for smaller investors or those just starting.

Invelo

, REsimpli

Invelo is an intuitive real estate software tailored to investors focused on list-building, lead management, and deal tracking.

With user-friendly tools for marketing and automation, Invelo simplifies organizing and engaging with leads, making it ideal for smaller investors or those beginning to scale their operations.

Key Features:

  1. List Management: Organize and segment lead lists for targeted outreach and follow-up.
  2. Skip Tracing: Collect accurate contact information for the owners of promising, exciting properties.
  3. Task Management: Create easy-to-digest workflows whether working solo or in a larger team.
  4. Analytics & Integrations: Get valuable KPIs to inform improvements in various operational aspects over time.

🤩 PROS:

  • Straightforward Design
  • Affordable

😐 CONS:

  • Limited for High-Volume Needs

Pricing:

Paid plans start at $41/month, rising to $108/month for the most expensive form of the system.

What is Real Estate CRM Software?

Real estate CRMs are tech solutions tailored to help professionals streamline, manage, and improve client interactions and transactions.

This real estate software centralizes critical information—such as contact details, communication history, property listings, and deal progress—into one accessible platform.

This software is essential for investors who juggle numerous client interactions, prospective deals, and follow-ups, all while aiming to maximize productivity, close deals faster, and build long-term relationships.

Key Functions of Real Estate CRM Software

Real estate CRM software serves a range of functions designed to simplify and enhance every stage of client management, from lead generation to post-sale support.

Lead Management

A CRM captures and organizes leads from multiple sources—such as websites, social media, and referrals—into one location. This allows users to engage, categorize, and prioritize leads effectively, increasing their chances of closing deals.

Automated Marketing

Real estate CRMs often include automation tools for marketing, including email drip campaigns, SMS outreach, and appointment reminders. These tools help nurture leads and maintain client engagement, ensuring no potential lead is missed due to manual oversight.

Deal and Pipeline Management

A CRM provides an overview of the sales pipeline, making it easy to track each deal. Users can visualize where each lead stands, identify high-priority opportunities, and forecast potential revenue—all of which assist in effective deal management and closing.

Reporting and Analytics

Analytics features help investors monitor their performance through metrics like lead conversion rates, deal velocity, and ROI. These insights help identify areas for improvement, assess marketing and lead generation effectiveness, and create data-driven strategies.

Collaboration and Task Assignment

Real estate is often a team effort, involving agents, legal advisors, contractors, and administrative staff. A CRM allows task assignment, shared client notes, and team communication, which helps to align staff on interactions and deal progress.

Relevance in the Real Estate Industry

CRM real estate software is uniquely designed to address the demands and dynamics of the real estate industry, where client relationships and transaction timelines are complex.

Vital to Remain Competitive

Given the highly competitive nature of real estate, professionals rely on CRMs to manage high volumes of transactions and client interactions while providing personalized service that sets them apart.

CRMs centralize client communication, improve response times, and give agents and investors a complete view of their client’s journey—from lead to deal closure.

Relevance to Investors

For real estate investors, in particular, CRM software can be transformative.

Investors often manage multiple deals at various stages, requiring close tracking of each opportunity, financing considerations, and regulatory compliance.

CRMs help investors respond quickly to market changes, nurture prospective buyers and sellers effectively, and keep all deal data at their fingertips, creating smoother transactions and an improved client experience.

Future Potential of Real Estate CRM Software

The future of real estate CRM software is likely to be shaped by innovations in artificial intelligence, data analytics, and increased automation.

Emerging CRMs are likely to include predictive analytics to help investors and agents identify market trends and client needs even before they arise.

Additionally, CRM systems are expected to integrate with advanced marketing and communications platforms, giving professionals a unified view of their marketing and client engagement efforts.

This technological evolution in CRM tools will make it easier for professionals to manage relationships, build trust, and achieve success.

The best real estate software provides a wide range of capabilities, from streamlined automation to customizable workflows, ensuring that every real estate investor can find a solution tailored to their operations and growth stage.

Why Use a CRM for Real Estate Work

Using a CRM real estate software can be transformative for investors, helping manage the complex web of client relationships, leads, property data, and deal progression.

  1. Centralized Data Management: With a CRM, all client, lead, and property details are stored in one location. This organizes data, reducing the need to juggle disparate tools.
  2. Lead Nurturing and Automated Follow-ups: Investors often manage many leads at once, each requiring follow-ups. CRM automation can streamline follow-up emails, SMS outreach, and phone calls.
  3. Improved Client Relationships: Real estate is relationship-driven, and a CRM enables investors to record client preferences, buying histories, and other details, making it easier to deliver tailored services.
  4. Task and Workflow Automation: CRM tools automate many of the repetitive tasks involved in investing, such as scheduling viewings, and assigning tasks to team members. This frees up time for agents and investors to focus on more critical tasks.
  5. Enhanced Communication and Collaboration: CRM software supports seamless communication by allowing team members to collaborate in real time and easily access important notes, ensuring everyone stays aligned.
  6. Data-Driven Decision Making: CRM tools provide detailed analytics on lead sources, conversion rates, and pipeline progress, giving investors insight into what strategies are working and where improvements can be made.
  7. Scalability for Growing Teams: As a real estate business expands, a CRM grows with it, accommodating additional users, properties, and clients—invaluable for investors who want to manage a larger portfolio or expand into new markets.

Using CRM software aligns real estate operations with efficiency, organization, and responsiveness, which are essential for standing out in today’s competitive market.

Benefits of Using Real Estate CRM Software

Real estate CRM software offers numerous advantages that streamline operations, improve client relations, and boost productivity for investors and agents. Here’s a deeper look at some of the most impactful benefits:

  1. Time Efficiency: With automated reminders, task assignments, and drip campaigns, CRMs help investors save significant time on repetitive tasks. By automating routine tasks, investors can dedicate more time to high-value activities.
  2. Increased Lead Conversion: By categorizing leads in the sales funnel, a CRM enables a more strategic approach to conversions. This allows investors to focus on high-priority leads, follow up on prospects, and quickly respond to new inquiries.
  3. Streamlined Communication: With all contact details, conversation histories, and property data stored in the CRM, investors can consistently communicate with leads and clients, reducing miscommunication and enhancing the client experience.
  4. Detailed Client Profiles and Personalization: CRMs record client preferences, interactions, and history, allowing agents to personalize interactions. Tailoring offerings increases the likelihood of closing deals and boosts client satisfaction.
  5. Efficient Pipeline Management: Real estate software provides a visual overview of the sales pipeline, showing investors exactly where each lead stands and the probability of closing the deal.
  6. Enhanced Marketing Capabilities: Many CRMs include marketing automation tools, such as email campaigns, social media integration, and direct mail. This allows investors to engage leads effectively and nurture long-term relationships.
  7. Comprehensive Reporting and Analytics: CRM software generates reports that detail conversion rates, lead sources, response times, and deal value, offering a clear picture of performance, supporting strategic decision-making.
  8. Improved Team Collaboration: For teams, software serves as a centralized hub where members can access updated information, assign tasks, and share notes. This fosters efficient teamwork and ensures everyone is aligned.
  9. Scalability for Growing Businesses: As a business scales, a CRM can expand to accommodate more users, data, and property listings, making it a future-proof tool. This is invaluable for investors with growth ambitions.
  10. Better Compliance and Documentation: Real estate CRM software often includes features for tracking communication records and property documentation, ensuring all interactions are documented and stored, especially valuable for compliance.

Using a real estate software like CRM ultimately brings more structure, accountability, and insight to investment operations, allowing professionals to focus on strategic growth, client satisfaction, and deal closure efficiency.

Conclusion

, REsimpli

Selecting the right real estate software is a crucial for investors aiming to streamline processes, improve lead conversion, and enhance relationships.

A well-chosen CRM aligns with an investor’s specific needs, whether it’s managing high volumes of leads, automating outreach, or ensuring team collaboration.

For us, the best real estate investment software is our own—REsimpli, a comprehensive platform with all the features and investor could possibly need.

What’s Next?

Looking ahead, technology’s role in real estate is set to expand, with advancements in AI, data analytics, and automation poised to reshape the industry.

Real estate professionals who leverage these tools effectively will have the advantage, able to make more informed, data-driven decisions and scale their businesses more efficiently.

For more insights into the world of real estate investing, visit our blog today.

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