New to real estate investing? Your first CRM can either accelerate your growth or leave you buried in spreadsheets and missed calls.
The best CRM for beginners in 2025 will:
Be easy to set up
Require minimal tech experience
Offer built-in features like skip tracing, list stacking, and lead follow-up
Here are the top 5 beginner-friendly CRMs for real estate investors entering the game in 2025.
1. REsimpli – Best All-in-One CRM for Fast Setup
REsimpli stands out as the most complete, easy-to-use CRM built for real estate investors. It’s ideal for beginners who want everything in one place.
Highlights:
Free skip tracing built in
8 AI Agents that follow up, score leads, and summarize appointments
Mobile app for Driving for Dollars
SEO websites and drip marketing
No Zapier or third-party tools needed
Why it’s great for beginners:
Intuitive dashboard
Plug-and-play automation
Fast onboarding process
2. Wise Agent – Best Budget Option for New Wholesalers
Wise Agent is a low-cost CRM with simple lead and contact management tools.
Pros:
Basic lead pipelines
Email drip campaigns
Tasks and reminders
Limitations:
No skip tracing
No automation or AI
No mobile features for D4D
3. HubSpot CRM – Best Free CRM to Learn the Basics
HubSpot’s free plan makes it a safe bet for beginners. It’s not real estate-specific, but you’ll learn how pipelines and automation work.
Strengths:
Deal stages and pipelines
Email templates
Strong mobile app
Drawbacks:
No list stacking, skip tracing, or real estate automations
4. Pipedrive – Best Visual CRM for Deal Tracking
Pipedrive uses visual boards and drag-and-drop pipelines, perfect for staying organized as a new investor.
What you’ll like:
Easy setup
Customizable stages
Great mobile interface
What’s missing:
Real estate-specific features
No skip tracing, D4D, or drip mailers
5. FreedomSoft – For Old-School Wholesalers
FreedomSoft has been a staple in the REI space for years. It offers a full suite of marketing tools.
Features:
Lead filtering and stacking
SMS, RVM, and direct mail tools
Website builder
Weakness:
UI feels outdated
No AI features or modern automation
Not beginner-friendly compared to REsimpli
After you have gained significant experience and consider yourself prepared to tackle the best of the best in the field of productive and feature-packed CRMs for real estate investors, check out this guide.
Which CRM Should You Choose as a Beginner?
Start with REsimpli if:
You want automation from day one
You need built-in skip tracing and D4D
You don’t want to connect multiple tools just to get started
Pro Tip: REsimpli’s 30-day free trial lets you test real-world deals without committing upfront.
FAQS
REsimpli and Wise Agent are the most beginner-friendly. REsimpli has more built-in tools.
Yes, but platforms like HubSpot lack REI-specific features you'll need later. REsimpli helps you start and scale without switching tools.
Yes. Without it, you’ll spend more time and money trying to contact property owners manually.