My Favorite Real Estate CRMs

or…see all the CRMs from A – Z


How can there be so many favorites?  These CRMs all have similar core features but then they go their separate ways. The best Real Estate CRM for a single agent with little aptitude for tech can be very different from what is best for a team full of techies. And some want only the ability to track your people (hence Contactually – not a real estate CRM), while some want to run their business with it. This is a selection of a variety of types for a variety of needs. They are my favorites for their overall combination of features, intuitiveness, ease of use, support, and the companies’ likelihood of long term stability. Below is the short description. Click on Full Details for a complete review. The list is in alphabetical order.

Gary's Favorite CRMs

Price and Terms Guarantee - You can not do better anywhere else!

For most of the CRMs on this site I have negotiated some kind of special offer. It could be the price itself, an extended trial period, or free inclusion of my Trans-Plans Emails (not the plans themselves).CRM Discounts

For the few with no discounts or benefits, it is because that CRM will not extend any discounts or special terms for anyone. So the bottom line is that there is nowhere else you can get a better price or terms on any Real Estate CRM that is on this site. As a matter of fact, in the majority of cases it’s better here than anywhere else. Guaranteed!

See the discounted CRMs list here

IXACT Contact – I started working with the folks at IXACT Contact before they opened their doors. Their concept was to be the alternative for people who found Top Producer to be too much. That was in 2009. One of the things you want to take into account when deciding on a CRM is stability. How long will they be around? Do they have staying power? I feel very comfortable saying they will be around for a long time. I know for a fact that many people get it and stay with it. Since IXACT Contact started, they have consistently made it better and added features. I used to call it Top Producer lite, but as they keep adding features it’s moving away from lite, but in a good way. It still has a shorter learning curve than Top Producer though. Recently they added two must have features. One is the ability to store emails with the contact record. The other is the ability to auto-populate new leads into it from virtually any lead generation solution or web site. Two of the most important features trending in the industry. They also have a very good free monthly newsletter. I give them my Best in Class award for blast email campaign reporting/back-end statistics. Unlike most other CRMs, they have incorporated those stats right inside of the CRM and it’s very powerful.

Realvolve – If you like cutting edge – this is it. The look, the feel, the workflows, the rFactor, propinquity and analytics to suggest follow-ups and more. This is one very impressive piece of software. We’ve been gathering all this data on our contacts/clients for years. It has served us well in target marketing and follow-up but might there be other uses? Realvolve proves there are! You have a recorded history of emails, notes, appointments, demographics and transactions associated with the people in your database. Realvolve uses all this information to give you valuable insights into not just each single contact but your entire database. I am here to tell you that this concept is nothing short of revolutionary in the real estate CRM industry.” says Gary David Hall, industry leader in CRM software.



Top Producer 8i – The 800 pound gorilla! Since 1989 Top Producer has been the market share leader for Real Estate CRM. It has been much maligned over the years and more often than not it was unjustified. That is not to say that they have not had issues, but it is now arguably the most feature rich overall solution available. Top Producer gets Best in Class for the phone/tablet interface, the Sales Pipeline (keeps you on top of your prospects – in your face), the Follow-up Coach (like an accountability partner to remind you to call your past clients and sphere of influence – in your face), and the Things to Talk About button (displays active listings or recent solds around the contacts physical address on an interactive map). If you want to truly grow your business, this one has to be on your short list. If you want a glorified Rolodex – don’t bother. You’ll become one of the people who feel “It’s too much”. Concerned about what you read about Top Producer online? Read “What’s with all the negative PR about Top Producer?”


Wise Agent – Clearly one of the top Real Estate CRMs in the industry, and one of my top favorites. If you haven’t seen it in a while, they did an interface makeover not too long ago that really makes all the difference. Besides always hearing very positive feedback on their tech support, one of the things I like most about it is their always expanding selection of partners which they use to expand the features of their product. Most recently they added BombBomb, which joined others such as Contactually, MailChimp, Rapportive, Docusign and many others. If you’re looking at Top Producer or IXACT Contact, you should probably also look at this one.