​​The list of things to do as a real estate agent is seemingly never-ending, but that’s where a fantastic customer relationship manager (CRM) comes into play. The best real estate CRM software makes your life easier with features like task reminders, marketing automations, lead scoring, and AI-powered tools to help you more easily and efficiently manage your portfolio of clients from start to finish.

If you’re short on time and can’t research which ones are best for you, don’t worry — I’ve done the hard work for you. I’ve researched over a dozen different CRMs and narrowed it down to the following six picks:

• HubSpot: Best for email marketing functionality
• ClickUp: Best for task management and productivity
• Bitrix24: Best for team collaboration features
• Agile CRM: Best for cloud-based device integration
• EngageBay: Best all-in-one CRM solution
• Zoho CRM: Best for customizable workflows

My top picks for the best free real estate CRM

Real Estate CRM	Key features	Number of Users
	Email health reporting Website analytics AI-powered email writer	Free for up to 2 users
Visit HubSpot
	Internal company Wiki Customizable automated tasks Guest access for increased visibility and convenience	Free for unlimited users
Visit ClickUp
	AI-powered sales assistant Customizable internal company knowledge base Wide range of third-party integrations	Free for unlimited users
Visit Bitrix24
	Lead quality scoring Custom milestone tracking Email tracking and reporting tools	Free for up to 10 users
Visit Agile CRM
	Video templates Automated marketing emails Live customer support chat functionality	Free for up to 15 users
Visit Engagebay
	Lead scoring Ability to create multiple pipelines for better organization & task management Automated intelligent reporting	Free for up to 3 users
Visit Zoho

HubSpot: Best for email marketing functionality

Pros

• Provides SEO-based suggestions and web traffic analytics
• Has a mobile application
• Provides up to 2,000 email sends per month
• Offers team collaboration tools

Cons

• Free for only up to 2 users
• Requires some technical skills to set up
• Can be expensive if you need premium features
• Limited customization options in the free plan

The Close Score

4.3

Pricing:

3.5

General Features:

3.7

Advanced Features:

4.4

Ease of Use:

5.0

Customer Service:

5.0

Customer Rating:

4.6

Expert Score:

4.2

out
of

5

Why I chose HubSpot

What distinguishes HubSpot from other free CRMs is that it includes email marketing features in its free plan. This includes the ability to send up to 2,000 emails per calendar month. Emails can be created and customized with an easy drag-and-drop editor, and are optimized for viewing on different device types. Note, however, that the free version will have your email branded with the Hubspot logo, although you can opt for the paid versions to remove this branding.

Overall, I recommend Hubspot as the ideal solution if you’re a real estate agent aiming to save time on email sending and data collection through forms. The user-friendly design and integration with other HubSpot tools provide a smooth experience. Even though the free version has limitations, it still offers valuable resources for real estate agents to establish a marketing foundation. For more tips on leveling up your marketing strategy, check out our real estate email marketing guide.

Additional features

• Email health reporting: This allows you to view your reputation as an email sender and can help you determine what actions you may need to take to level up in this area.
• Social media integration: Limited integrations with social media are available. For example, you can tie it in with your Facebook Messenger platform to make it easier to communicate with your clients, create chatbots, book meetings, and more.
• Website traffic analytics: Even the free version of Hubspot gives you access to a dashboard with detailed information, such as bounce rate and average time spent on pages, to help you boost your search rankings. If this is something you want to prioritize, consider supplementing it with our guide on improving SEO rankings.
• Meeting scheduler: HubSpot’s meeting scheduler allows agents to book appointments directly through their calendars, syncs with their availability, and eliminates the back-and-forth of scheduling.
• AI email writer: The AI email writer helps agents craft personalized emails to improve client communication and save valuable time on drafting messages.

ClickUp: Best for task management and productivity

Pros

• Allows for unlimited number of users
• 24/7 support available
• Integrates with numerous third-party apps
• Has a user-friendly interface with robust productivity tools
• Allows social media integrations

Cons

• Has no phone customer support
• Limits the storage to 60MB only for the free account

The Close Score

4.9

Pricing:

5.0

General Features:

4.6

Advanced Features:

4.3

Ease of Use:

5.0

Customer Service:

4.0

Customer Rating:

4.8

Expert Score:

4.2

out
of

5

Why I chose ClickUp

If you’re looking to prioritize task management, ClickUp is an excellent option. Not only does it allow for an unlimited number of users on the free plan, but it also provides an unlimited number of tasks. You’ll get up to 5 different spaces, with an allocation of 40 lists and 100 folders per space. If your business grows and you need more in the future, you can always choose to upgrade to the paid plans.

Ultimately, I picked ClickUp as one of the best free CRM for real estate because of its excellent task management and productivity features. It’s perfect for agents who want to stay organized, with custom dashboards and integration options for various real estate apps. While not a full CRM, its productivity tools, like the team whiteboard and chat, along with a user-friendly interface, help agents efficiently manage their work.

Additional features

• Automations: With over 100+ automations, you can automatically schedule meetings, tasks, campaigns, and more by using an AI-powered automation builder to set your rules and parameters.
• Guest access: You’ll have the ability to share items with individuals and teams even if they’re not using the same ClickUp platform.
• Wikis: ClickUp’s wikis allow agents to create and store important information in a centralized, easily accessible location.
• Gantt charts: Gantt charts in ClickUp provide a visual timeline for projects, helping agents track progress, manage deadlines, and ensure all tasks are on schedule.

Bitrix24: Best for team collaboration features

Pros

• Has a website builder
• Instantly synchronizes with external calendars (Google Calendar, Apple iCloud, Microsoft Office 365)
• Includes automatic dialer
• Provides 5GB of online storage

Cons

• Has no listing management tools
• Requires technical skills to set up
• Does not offer customer service 24/7

The Close Score

4.5

Pricing:

5.0

General Features:

4.7

Advanced Features:

4.2

Ease of Use:

3.0

Customer Service:

0.0

Customer Rating:

4.1

Expert Score:

4.2

out
of

5

Why I chose Bitrix24

If you’re all about finding the best ways to ensure top-notch team communication and collaboration across tasks, Bitrix24 is one of the best free CRM for realtors you should absolutely consider. In addition to basic functionality, like being able to comment in feeds, you can also record video announcements, synchronize with external calendars, and create a company social network and project Kanbans.

One of the downsides is that customer support is somewhat limited for free users. But keep in mind that no software is ever perfect, and each will have its own set of pros and cons. Ultimately, Bitrix24 is easy to set up, offers ample real estate database storage, and is ideal for teams aiming to enhance communication and productivity.

Additional features

• Company knowledge base: Create and customize your company’s database with things like policies, procedures, FAQs, and more.
• Third-party integrations: Seamlessly connect with third-party applications such as Google Docs, Office 365, and Microsoft Office.
• Omnichannel communication: Client messages from any channel will be processed and turned into leads in your CRM for further engagement or deal creation.
• Free AI-powered sales assistant CoPilot: Creates marketing texts, generates ideas, transcribes calls in your CRM, and autocompletes lead or deal fields. The AI scoring tool assists with sales forecasting.

Agile CRM: Best for cloud-based device integration

Pros

• Includes email tracking in the free plan
• Provides unlimited deals, tasks, and documents
• Does not require a credit card for sign-up

Cons

• Requires technical skills to set up
• Does not include call recording in the free plan
• Does not offer customer service 24/7

The Close Score

4.7

Pricing:

5.0

General Features:

3.9

Advanced Features:

5.0

Ease of Use:

3.0

Customer Service:

3.3

Customer Rating:

4.9

Expert Score:

4.2

out
of

5

Why I chose Agile CRM

Agile CRM is a cloud-based tool for managing your business on any device. It combines CRM and marketing automation, making tracking client relationships easy and running campaigns in one place. The best part? The free version lets you manage up to 1,000 contacts, custom data fields, lead scoring, and even schedule appointments—all from your phone or computer. I love that it lets you switch between pricing plans anytime. It’s perfect for adapting as your business grows or changes.

One potential downside is the fact that its free version is limited to just 10 users. If you’re looking to get more, you can consider opting for the paid versions, which start as low as $8.99 per month per user if you opt for a 2-year subscription contract. Otherwise, consider an alternative CRM like ClickUp if you want to stick with a free CRM that gives a larger allocation of free users.

Additional features

• Lead scoring: Save time by prioritizing highly motivated leads who are more likely to take the next step in the process.
• Email marketing tools: Set up and conduct email marketing campaigns, utilize email templates, and send up to 5,000 emails per month.
• Email tracking: Allows agents to monitor when and how often clients open their emails, providing valuable insights into engagement and helping to tailor follow-up strategies effectively.
• Custom deal milestones: Enables agents to set and track specific stages in their sales process, offering a clear view of deal progress and ensuring that each transaction moves smoothly.

EngageBay: Best all-in-one CRM solution

Pros

• Offers contact, task, and deal management
• Has social media marketing
• Has marketing automation

Cons

• Has no listing management
• Doesn’t have a 24/7 customer support
• Has outdated email templates

The Close Score

4.4

Pricing:

5.0

General Features:

1.9

Advanced Features:

4.4

Ease of Use:

5.0

Customer Service:

4.5

Customer Rating:

4.4

Expert Score:

4.2

out
of

5

Why I chose EngageBay

EngageBay CRM is an all-in-one real estate software that combines marketing, sales, customer relationship management, and service in a budget-friendly package. Thanks to cool features like Predictive Score and Lead Score by Source, it’s handy for businesses looking to spot promising leads. When sealing the deal, you’ve got proposal management and invoicing at your fingertips. Plus, the service side has your back with ticket macros, canned responses, and handy automation, making customer support a breeze.

Additional features

• Live chat software: EngageBay’s live chat tools can provide personalized customer responses along with data tracking and reporting tools, website widgets, email transcripts, automations, and more.
• Video templates: EngageBay offers customizable video templates that can be used for repetitive tasks or events, saving you time from otherwise having to create individualized sales or marketing videos from scratch.
• Contact management: On a single page, track contact activities to understand their patterns, view past interactions, and view interests. Simply import contacts from platforms like Google, Office 365, or CSV files. By monitoring email interactions and website visits, staying organized becomes easier.
• Email sequence: EngageBay’s email sequences are automated marketing emails sent to subscribers based on their actions. Personalize and schedule these emails, adjusting subject lines and content based on recipient information. Include unlimited emails and use formatting options like bold and italics.

Zoho CRM: Best for customizable workflows

Pros

• Has cloud-based data and file storage
• Includes email marketing workflows
• Provides lead-capturing web form

Cons

• Free version is limited to just 3 users
• Needs to improve its user interface
• Offers email parsing only in paid plans
• Limits analytics reporting in the free plan

The Close Score

3.9

Pricing:

3.5

General Features:

2.3

Advanced Features:

4.2

Ease of Use:

5.0

Customer Service:

3.3

Customer Rating:

4.1

Expert Score:

5.0

out
of

5

Why I chose Zoho CRM

Zoho CRM is a great free option for real estate agents, offering customizable workflows and various integrations. It assesses your audit logs and activity history to suggest prebuilt workflows that streamline your sales process, allowing you to save time. With email notifications and a mobile app, agents can manage their business on the go. While it lacks some advanced AI features in the free version, it still provides a solid, personalized solution. If AI tools are important to you, our team has compiled a list of the best real estate AI tools for you to consider.

Zoho also provides an ample amount of storage. You can store up to 5,000 records in all modules, which can be manually or automatically imported from a spreadsheet or third-party CRM. You’ll also get 1TB of free cloud storage. And, if your business continues to grow in the future, you can expand your functionality with other products in the Zoho ecosystem for things like customer support, marketing campaigns, and surveys.

Additional features

• Automated reports: Intelligent reporting can save you time from having to manually select data to get the insights you need.
• Multiple pipelines: Agents can manage multiple sales processes by using different pipelines.
• Scoring rules: Lead scoring helps agents prioritize those most likely to close.

Methodology: How I chose the best free real estate CRM

While choosing the best free real estate agent CRM options, we at The Close took a meticulous and thorough review to ensure that we delivered the most reliable and effective ones. 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 did a thorough review and testing of these platforms to see their suitability and ensure they performed well in a real estate context.

Below are the key criteria we evaluated for the best free CRM for realtors:

• Pricing (30%):
  • We prioritized CRMs that offer robust features in their free plans, providing excellent value without hidden costs.
• Features (20%):
  • We assessed the essential features available, such as contact management, mobile application, and website integration, to ensure they meet the core needs of real estate agents.
• Additional Features (20%): 
  • We looked at extra functionalities like customizable reports, AI capabilities, and team collaboration that add significant value to the CRM.
• Ease of Use (10%):
  • Technical skills required to set up and operate the platform were taken into consideration
• Help and Support (5%):
  • The availability and format of customer support were reviewed to ensure agents can get assistance when needed.
• Customer Rating (5%):
  • We considered user feedback and ratings to gauge overall satisfaction and real-world performance.
• Expert Score (10%):
  • Our team of experts provided an additional layer of evaluation, rating each CRM based on the overall features, value for money, and ease of use.

Frequently asked questions (FAQs)

Your take

Free real estate CRMs can significantly aid agents in managing contacts and deals while automating marketing efforts at no cost. Using a free CRM can enhance productivity and client management. However, as your business expands, it’s important to consider upgrading to paid plans. While free options offer useful features, they may limit growth and capabilities. Upgrading unlocks advanced tools and scalability for long-term success.

Do you know of a great free CRM for realtors that we haven’t mentioned yet? Or maybe you have some thoughts or suggestions? We’d love to hear from you! Feel free to share your ideas in the comment section below!

The post The 6 Best Free Real Estate CRMs for 2025 appeared first on The Close.