Best software for real estate agents: 9 tools worth testing

Real estate agents seem to have endless to-do lists. From lead generation and client relationships to scheduling and property showings, each of these responsibilities demands time and precision. 

This quickly becomes overwhelming without a good tool at your disposal, but choosing the right software among so many options can be just as daunting. The good thing is that we did the heavy lifting on your behalf to find the best software for real estate agents.

In this post, we’ll give you a detailed overview of nine tools, each tailored to a specific aspect of your real estate business.

Let’s take a closer look!

1. Wise Agent: Best overall

• Price: $49 per month, $499 per year, or custom
• Free trial: 14 days
• Key features: Contact management, content library, lead generation  
• Average user rating: 3.6 on G2 and 4.4 on Capterra

Wise Agent is the number one pick for real estate agents who need an all-in-one solution for managing their daily operations. It provides many CRM capabilities, so you can easily track interactions, schedule follow-ups, or manage tasks.

The platform features a reliable contact management system with a centralized database for storing and accessing detailed client-related information such as:

• Notes
• Categories
• Communication history
• Transaction details

Wise Agent also offers a wealth of real estate-specific content. This includes pre-designed templates for emails, flyers, newsletters, and other marketing materials that can be easily customized to suit your branding guidelines. All things considered, Wise Agent is the kind of all-around player most real estate professionals need to streamline their day-to-day work. 

2. Content Snare: Best for client onboarding

• Price: Basic ($29/month), Plus ($59/month), Pro ($99/month), Custom ($179+/month)
• Free trial: 14 days, no credit card info required
• Key features: Automated reminders, editable client intake templates
• User reviews: 4.8 on both G2 and Capterra

If you waste too much time chasing clients for documents and information, Content Snare is the obvious solution for your onboarding process. This platform streamlines client data collection with its automated reminders, so you can spend less time following up and more time focusing on closing deals.

Content Snare offers a prefill option — you can send partially completed forms to clients, making it easier for them to provide the required information. This feature not only improves the client experience but also reduces the likelihood of incomplete submissions.

You’ll also appreciate the fact that Content Snare features customizable real estate templates for buyers, sellers, and tenants. These templates provide a structured information-gathering format that ensures all necessary information is gathered efficiently:

Besides that, conversations directly within your intake forms enable clients to ask questions and get clarifications as they fill out the required information. This kind of in-form interaction drastically reduces misunderstandings. 

The bottom line is that Content Snare guarantees a frictionless onboarding process that frees up valuable time for other aspects of your real estate business. It also comes with a 14-day free trial, so it’s definitely worth checking out. 

3. Zillow Premier Agent: Best for online advertising

• Price: Not fixed
• Free trial: You can explore it for free
• Key features: Highly targeted ads
• User reviews: 4.1 on G2 and 4.4 on Capterra

Zillow Premier Agent is the best online advertising tool to support your real estate business, at least if you’re targeting clients in the USA. This platform takes advantage of Zillow’s extensive reach and popularity to help you connect with potential buyers and sellers.

Zillow attracts more than 57 million visitors every month, and its Premier Agent service offers targeted advertising options that place your listings and profile in front of a highly engaged audience. 

But Zillow Premier Agent isn’t just about advertising — it also provides robust lead management tools to assist you in tracking and nurturing leads from initial contact through to closing. You’ll also get access to detailed reports to understand client feedback and conversion metrics.

4. Real Geeks: Best for lead generation

• Price: Establish ($299/month), Grow ($599/month), Expand ($999/month), Conquer ($1599/month)
• Free trial: No
• Key features: IDX websites, CRM, marketing
• User reviews: 4.6 on G2 and 5 on Capterra (based on one review)

Real Geeks is the go-to solution for real estate businesses focused on generating high-quality leads. 

First of all, its IDX websites are designed to capture and convert visitors into leads through effortless property searches, detailed listings, and lead capture forms. Real Geeks creates fully customizable and mobile-friendly websites, with built-in SEO features to maximize visibility.

The integrated CRM system allows you to manage leads through a single database. This is where you can store lead information, track interactions, and automate follow-ups via email or SMS. That way, it’s practically impossible to overlook potential clients.

Related: The best realtor websites: 7 resources to keep an eye on 

Real Geeks also excels in marketing, especially in the fields of social media advertising and pay-per-click campaigns. As such, the platform becomes a genuine lead generator that helps you reach the right audience at the right time.

5. RealtyJuggler: Best real estate CRM software

• Price: $179 a year
• Free trial: 90 days
• Key features: Extensive CRM features paired with simplicity and affordability
• User reviews: 4.3 on both G2 and Capterra

RealtyJuggler is a fairly simple but versatile tool with lots of functionalities to streamline your client management processes. It does a great job tracking and qualifying prospects, allowing you to maintain detailed records of client interactions and preferences. That way, you can prioritize leads to ensure timely follow-ups.

We also like the simplicity of the platform’s drip campaign feature for email marketing automation — it only takes a few minutes to set up customized drip email campaigns that keep your prospects engaged in the long run. This is an easy way to deliver valuable information and guide clients through the sales funnel without manual intervention.

RealtyJuggler includes a great rental management toolkit, which means you can easily track rental applications, lease agreements, admin fees, and maintenance requests. This is also one of the most affordable real estate software solutions — a serious benefit for many real estate agents who aren’t interested in fancy tools with steep learning curves.

6. CloudPano: Best for 3D virtual tours

• Price: Pro ($19/month), Pro Plus ($33/month), Enterprise ($100+/month)
• Free trial: Yes
• Key features: 360 videos, team collaboration, in-tour video chat 
• User reviews: 5 on both G2 and Capterra (with only one G2 review)

There’s no better way to entice clients than to give them attractive 360 video tours. That’s where CloudPano steps in to help you create interactive virtual tours that give potential buyers a realistic feel of the property. 

The tool is easy to use and customizable, so you can include hotspots, floor plans, or other interactive elements to further improve the viewing experience. CloudPano supports team collaboration, which means that multiple team members can work on the same project simultaneously. 

We also love its in-tour video chat. It allows you to engage with clients in real-time during a virtual tour, answering questions and providing personalized guidance as clients explore the property. This interactive element helps build trust and quickly becomes one of the most effective lead generation tools for real estate agencies.

7. ShowingTime: Best for scheduling property showings

• Price: Varies based on the number of agents
• Free trial: No, but the demo is available
• Key features: Scheduling, listing management, market intelligence
• User reviews: 4.4 on both G2 and Capterra

If your primary concern is to streamline the scheduling of property showings, we have to recommend ShowingTime. This one makes it easy to manage client interactions using features like automated appointment scheduling, notifications, and confirmations. These functionalities let you manage multiple showings without constant phone calls or manual tracking. 

In addition, ShowingTime offers comprehensive listing management tools. For example, you can use them to add detailed information to each listing or attach high-quality property photos. This not only makes your listings professional but also keeps them up-to-date and accessible to prospective buyers.

We also like its market intelligence system with in-depth insights regarding the most recent market trends. This is an excellent way to compare the prices of local listings and rely on tangible data when initiating price discussions with your clients. 

8. ActiveCampaign: Best for real estate marketing

• Price: Depends on your needs, but starts at $29 per month
• Free trial: 14 days
• Key features: Automated one-on-one communications, data management, conditional content
• User reviews: 4.5 on G2 and 4.6 on Capterra

ActiveCampaign isn’t a specialized real estate software, but it’s still one of the finest options in the area of marketing automation. For instance, it successfully automates one-on-one client communication with personalized email sequences. Simply put, you can automatically respond to client inquiries, follow up on leads, or nurture prospects through the entire sales cycle.

ActiveCampaign helps with data management, making it possible to quickly capture and organize information about real estate leads. With many options to track client interactions and their behavior, it’s also easy to design targeted marketing campaigns for higher conversion rates.

The platform is densely packed with lots of features, so we’ll only point out conditional content for advanced customization. This enables you to display personalized content or imagery within the same campaign based on specific client-related tags and attributes.

9. DocuSign: Best for e-signatures and paperless transactions

• Price: Real Estate Starter ($10/month), Real Estate ($25/month per user), Custom 
• Free trial: 30 days
• Key features: eSignatures, collaborative commenting, identity verification
• User reviews: 4.5 on G2 and 4.8 on Capterra 

DocuSign is ideal for real estate companies hoping to reduce paperwork through digitization and e-signatures. 

First things first — the eSignature feature is the cornerstone of DocuSign as it enables you to securely sign and send documents online. This speeds up the transaction process while eliminating the need for physical paperwork. What’s best, clients can sign documents from anywhere, at any time, on any device.

Collaborative commenting is another practical feature of DocuSign because it allows all parties involved in a transaction to review and comment on documents in real time. That way, real estate professionals can keep everyone on the same page and minimize delays or errors.

Related: Getting more client-centric with real estate technology

It’s also worth mentioning that DocuSign has a built-in identity verification system. Multiple verification methods are available, including access codes, SMS messages, government-issued IDs, and knowledge-based authentication.

Understand your pain points and find the tool that resolves them

Having so many real estate tools to choose from is great, but it can also make your head spin if you don’t know exactly what you’re looking for.

That’s why we encourage you to think about common pain points and peculiarities of your business. This should help you find real estate software that excels in a given area, so you can resolve issues without wasting time on other tools that seem good but don’t answer your demands.