6 Best Free Real Estate CRM for 2027: My Top Picks

November 12, 2026

real estate crm for agents

I evaluated the best free real estate CRM software and narrowed the list down to six standout platforms. These are Cloze, DealNav, Follow Up Boss, Freshsales, IXACT Contact Real Estate CRM, and RealtyJuggler.

If you're comparing real estate CRMs, you've probably felt the cost of a missed follow-up: a portal lead goes cold, a past client's anniversary slips by, or a deal sits in a spreadsheet nobody updates. A real estate CRM fixes this by putting contacts, reminders, and deals in one place. Since most agents want to see a CRM work before committing, I focused on tools you can try for free, whether through a free plan or a free trial.

To find those tools, I analyzed the top products in G2’s real estate CRM software category and reviewed what each one offers at no cost, along with its feature limits, lead and contact management, follow-up automation, and upgrade path. In this guide, I’ll break down what each tool includes for free, where the restrictions begin to matter, which agents and teams benefit most from each one, and when upgrading becomes a worthwhile investment.

Comparison of the best free real estate CRM software

Free plans vary a lot from one tool to another. This comparison shows the key differences at a glance.

Tool G2 rating What the free plan or trial covers Paid plan starts at
Cloze 4.1/5 14-day trial, then a free plan with contact management and an email inbox $17/user/month (billed annually)
DealNav 4.7/5 14-day free trial; deal tracking, mapping, unlimited properties and contacts $59/month
Follow Up Boss 4.6/5 14-day free trial; lead routing, Smart Lists, Action Plans, mobile app $58/user/month (billed annually)
Freshsales 4.5/5 Free plan for up to three users; Kanban pipeline, email templates, dashboards $9/user/month (billed annually)
IXACT Contact Real Estate CRM 4.5/5 14-day free trial; e-newsletter, drip campaigns, reminders, agent website $46.75/month (billed annually)
RealtyJuggler 4.7/5 90-day free trial; all features included $179/year (about $15/month)

*All pricing details are based on publicly available data at the time of publication and are subject to change.

Adoption still lags behind the need. NAR's 2026 REALTORS® Technology Report found that only 46% of surveyed agents use a CRM, even though 51% name CRM tools among the emerging technologies they are watching most closely this year. A CRM can't answer a lead for you, but it can queue the follow-up, remind you to send it, and keep every inquiry in one record.

What I look for in free real estate CRM software

When comparing free real estate CRM software, I focused less on advanced features and more on whether an agent could realistically use the platform before needing to upgrade.

  • Practical free-plan limits: I looked at restrictions around users, contacts, deals, and trial length to understand whether the free offering supports real work or only works as a demo.
  • Lead capture and follow-up: Real estate runs on speed. I prioritized tools with lead capture, reminders, and automated follow-up that you can use before paying.
  • Client communication: I checked how easily you can email, call, or text clients from one place, and whether the tool syncs with Gmail, Outlook, or Google accounts.
  • Pipeline and deal visibility: I looked at how clearly an agent can see leads, stages, and transactions at a glance.
  • Real estate fit: I considered MLS, IDX, Zillow, and transaction features against what a general-purpose CRM offers.
  • Upgrade value: Some free offerings are built for long-term use, while others are mainly evaluation tools. I considered whether each one gives you enough to make an informed buying decision.
To be included on this list, a tool must:
 
  • Enable real estate professionals to communicate with buyers or renters via business instant messaging, text, email, or call
  • Track, capture, and manage client leads in an organized database
  • Import real estate leads from internet data exchange (IDX) sites or internet listing services
  • Provide or integrate with a real estate marketing platform
This data was pulled from G2 in 2026. Some reviews may have been edited for clarity.

1. Cloze: Best for automatic contact tracking and follow-up reminders

Cloze is a relationship CRM that pulls your email, calls, and texts into a single contact record, so you never log activity by hand. G2 reviewers say this is what they value most: contact details stay current without data entry. Cloze also leans small, with 79% of its reviewers working at small businesses.

Setup is its other strength. Cloze scores 95% for ease of setup and 93% for ease of admin on G2, well above the category averages of 82% and 83%. Reviewers also say it nudges them to reach out to people they would otherwise forget, which builds a daily follow-up habit. Cloze lists those reminders under its paid Pro plan, so use the 14-day free trial to try them before the free plan, which covers contact management and an email inbox, takes over.

What does Cloze's free plan include?
  • 14-day free trial
  • Free plan after the trial, usable for as long as you want
  • Contact management
  • Email inbox
  • No AI reminders, automatic contact updates, or call and file tracking (these sit in Pro)
  • No team view, SMS sync, or partner tracking (these sit in the Silver and Gold team plans)
When should you upgrade your Cloze free plan?

Upgrade when you want Cloze to do the tracking and reminding for you. Cloze Pro costs $17/month (billed annually) and adds AI reminders, automatic contact updates, and email, call, and file tracking. If you work with a team, Silver ($21 per user per month, billed annually) adds team view and assignments, and Gold ($29 per user per month, billed annually) adds text sync.

Where Cloze genuinely stands out:

  • Cloze keeps contact records up to date on its own. G2 reviewers say they don't have to enter information manually, and that it tracks their communication with each contact, which saves the admin time agents lose to data entry.
  • Cloze tells you who to contact next. As per G2 reviews, the daily agenda and reminders surface people agents would otherwise forget to call, which helps keep past clients and long-term leads from going quiet.

What G2 users like about Cloze:

“You don’t have to worry about manual entry like all the other CRMS & I’m obsessed with the brand new vibe coding feature Cloze Forge that creates a safe & compliant environment for your customer data as well as your vibe coded creations.”

- Cloze reviewer, Stacey S.

Is Cloze right for your real estate business?

Best for: Solo agents and small teams that want contact records and follow-up reminders to run with little manual entry.

Not ideal for: Agents who need automation on the free plan itself, or teams that need texting and shared contacts without paying for a team tier.

What I dislike about Cloze:

  • Cloze has a learning curve, and some reviewers find the interface cluttered or confusing at first. Those who push through describe it as powerful once it's set up, so plan an hour or two to configure it during the trial before you judge it.
  • Data from connected accounts such as Yahoo can take longer than expected to refresh, and a few reviewers report contacts being merged by mistake. Spot-checking merged records during your trial catches this early.

What G2 users dislike about Cloze:

“There is a learning curve with using some of the features”

- Cloze reviewer, Seth C.

2. DealNav: Best for map-based deal tracking

DealNav is a lightweight CRM for tracking deals and contacts on a map. G2 reviewers are all small businesses and almost all work in commercial real estate, so it's aimed at acquisitions and brokerage work more than high-volume residential sales. Its highest-rated features on G2 are contact and account management at 100%, lead management at 98%, and opportunity and pipeline management at 98%, all well above category averages.

Support also stands out. DealNav scores 95% for quality of support and 92% for ease of use on G2, against category averages of 85% and 84%, which matters when you're loading your own contacts and deals during a short trial. It has no free plan, but its 14-day free trial covers the full Basic plan, so you can test the map with your own deals before you pay, though a card is required at signup.

What does DealNav's free trial include?
  • 14-day free trial
  • Advanced deal tracking
  • Integrated mapping tool
  • Personalized reminders
  • Unlimited properties and contacts
  • Email integration
  • Parcel lines on the map and 25 parcel lookups a month
When should you upgrade your DealNav free trial?

Upgrade to Pro Parcel Data at $99 per month when you need unlimited parcel lookups, since Basic includes only 25 a month. DealNav has no free plan, so Basic at $59 per month ($600 per year if you pay annually) is the entry point after your trial. Contact sales about Enterprise if you need team seats with roles and permissions.

Where DealNav genuinely stands out:

  • The map is the reason reviewers choose it. G2 reviewers say seeing deals and contacts pinned across their market makes it quicker to show a pipeline and plan site visits than a spreadsheet does.
  • Responsive support follows you through setup. G2 reviewers mention getting quick, friendly help from the team, which is a real advantage for a tool with a small footprint.

What G2 users like about DealNav:

“It is simple to use and the map looks great, especially after the recent update. It is also very easy to export to excel which makes it easy to track our pipeline.”

- DealNav reviewer, Andrew T.

Is DealNav right for your real estate business?

Best for: Commercial real estate agents and small acquisition teams that want to see their deals geographically.

Not ideal for: Residential agents who need high-volume lead capture and texting, or anyone who wants a permanent free plan.

What I dislike about DealNav:

  • Customization is limited, with some reviewers wanting separate pipelines for acquisitions and development instead of a single pipeline with a filter. The core pipeline and map still work well out of the box, and reviewers don't report problems with day-to-day deal tracking.
  • Reviewers point out that DealNav has no tracker for pricing, rents, or cap rates. Because it exports to Excel, you can keep underwriting in a spreadsheet and use DealNav for the pipeline and map.

What G2 users dislike about DealNav:

“I only dislikes are lack of or limited functionality in certain cases. I’m sure this will expand overtime. for instance it would be helpful to be able to share links to deals with team members easily. Also, it would be helpful to have more types of contact set up that tied to a project.”

- DealNav reviewer, Verified User in Commercial Real Estate

Related: Thinking about a CRM beyond the free tier? See how 11 of the best CRM software options compare on pricing, features, and ease of use before you commit.

 

3. Follow Up Boss: Best for automated lead follow-up

Follow Up Boss is the most real estate-centric tool on this list: nearly all of its G2 reviewers work in the industry, and 80% are at small businesses. Its standout is automation. Reviewers often describe Action Plans, available on the Grow plan, that create tasks and send drip emails after a new lead comes in, so follow-up starts without anyone remembering to do it. That matters when you can't reply to every inquiry yourself.

Lead handling is where it pulls ahead. Follow Up Boss's highest-rated features on G2 are contact management at 95%, lead management at 93%, and lead scoring at 91%, each above the category average. Reviewers also mention that it connects to Zillow, Zapier, Ylopo, and other sources, so every inquiry lands in one place. It has no free plan, but offers a 14-day free trial, and Grow, its cheapest plan, includes these features along with unlimited contacts and phone and email support, which G2 users rate 92% for quality.

What does Follow Up Boss's free trial include?
  • 14-day free trial
  • Connect any lead source and website (200+ sources)
  • Customized lead distribution, including round robin and first-to-claim
  • Smart Lists to organize leads
  • Action Plans to automate follow-up
  • Email and texting from the app, with a mobile app (calling is a paid add-on)
  • Unlimited contacts, with phone and email support seven days a week
When should you upgrade your Follow Up Boss free trial?

Upgrade to Pro when a growing team needs shared inboxes, call reporting, and onboarding help. Follow Up Boss has no free plan, so Grow at $58 per user per month billed annually ($69 monthly) is the entry point, and calling is an extra $33 per user per month billed annually. Pro costs $416 per month billed annually for 10 users.

Where Follow Up Boss genuinely stands out:

  • Follow-up runs on rails. G2 reviewers say Action Plans and tasks keep drip emails and reminders moving, which suits agents who get a steady flow of portal and web leads.
  • It plugs into where your leads already come from. As per G2 reviews, connections to Zillow, Zapier, and other lead sources mean agents spend less time copying inquiries between tools.

What G2 users like about Follow Up Boss:

“I like how Follow Up Boss keeps everything organized in one place. It makes it easy to manage leads, track conversations and follow-ups, monitor agent activity, and keep lead stages current. The Zillow integration is also really helpful for our team, since we can manage Zillow leads and track their progress directly within FUB without jumping between systems.”

- Follow Up Boss reviewer, Irvin B.

Is Follow Up Boss right for your real estate business?

Best for: Lead-heavy agents and small teams that want automated follow-up and lead routing.

Not ideal for: Solo agents who want a permanent free plan or the lowest possible monthly cost.

What I dislike about Follow Up Boss:

  • The price can feel steep for multiple users, and calling costs extra. Pricing is per user, so it works out best when every seat belongs to a producing agent, and unlimited contacts and lead sources are included from the start.
  • Follow Up Boss lacks batch or drip texting, which some reviewers wish it had. Email Action Plans still cover most follow-up sequences, and you can send one-off texts from the app.

What G2 users dislike about Follow Up Boss:

“While it excels at lead management and follow-up automation, it does not include built-in transaction management, so additional tools or integrations are often needed.”

- Follow Up Boss reviewer, Licia L.

4. Freshsales: Best for small teams that want a free, general-purpose CRM

Freshsales isn't built for real estate, but it's the most widely reviewed CRM here, and most of its reviewers are small businesses. It's also the one tool I found with a free plan that isn't just a trial. Many recent reviewers describe it as easy to set up and simple to use, with minimal training, and several compare it favorably with Salesforce or HubSpot.

Its visual deal pipeline is the other reason to consider it. Reviewers also highlight tracking leads and deals on a Kanban-style board, which the free plan includes for contacts, accounts, and deals. For agents, that gives you a clear buyer and seller pipeline, with up to five custom fields per module for details like budget or property type. Few reviewers use it for real estate, so expect to configure it for your workflow.

What does Freshsales's free plan include?
  • Free plan for up to three users
  • Kanban view for contacts, accounts, and deals
  • Sales email templates
  • Analytics and dashboards, including Sales Trends
  • Connections to Gmail, Google Calendar and Contacts, Outlook, Zoom, and Microsoft Teams
  • Up to 5 custom fields per module
  • 21-day trial of the paid plans' full feature set
When should you upgrade your Freshsales free plan?

Upgrade to Growth when you want built-in chat, email, and phone plus basic workflows, which costs $9 per user per month billed annually. Move to Pro for contact scoring and sales sequences, the features that automate follow-up. The free plan also caps at three users, so a fourth team member needs a paid plan too.

Where Freshsales genuinely stands out:

  • It's quick to get running. G2 reviewers often call it intuitive and compare it favorably with heavier CRMs, which matters if you want to start logging contacts the same day you sign up.
  • The pipeline view makes deal status obvious. As per G2 reviews, the visual board shows where each lead or deal stands, so agents can see which buyers and sellers need attention without opening each record.

What G2 users like about Freshsales:

“I really value Freshsales for its customizable deal pipeline builder. It lets me tailor the stages to fit our cybersecurity SaaS sales cycle, and tagging deals by contract value is a breeze. I love that I can use the native webhook capability to push real-time deal updates through Zapier into our KPI platform, giving our leadership live pipeline metrics for quarterly business reviews. Its built-in contact access logs make maintaining CCPA compliance so much easier, saving us tons of time on audits.”

- Freshsales reviewer, Sloane H.

Is Freshsales right for your real estate business?

Best for: Solo agents and teams of up to three who want a free CRM with a visual pipeline and don't need MLS or listing features.

Not ideal for: Agents who want property, MLS, or transaction tools built in, or teams larger than three on the free plan.

What I dislike about Freshsales:

  • Reporting and dashboards can feel rigid, and some reviewers mention CSV exports or Excel workarounds. The free plan still includes analytics dashboards with Sales Trends, so you can check pipeline basics before deciding whether to pay for deeper reporting.
  • Native third-party integrations are limited, and some real estate users need Zapier to pull in Facebook Leads. Once Zapier is set up, the sync runs in real time, and the free plan connects directly to Gmail, Outlook, and Google Calendar.

What G2 users dislike about Freshsales:

“I like the reporting features, but when I need a very specific view of lead activity or follow-up performance, I sometimes spend extra time adjusting filters and report settings. The information is available, though creating a highly customized view can take a little more effort. For standard reporting, it works well, but for more detailed analysis I occasionally need to refine the report settings before getting the exact view I am looking for.”

- Freshsales reviewer, Ishan S.

Related: Getting leads in is only half the job. These 10 free lead generation tools can help you fill your pipeline before you pick a CRM to manage it.

5. IXACT Contact Real Estate CRM: Best for automated client email nurture

IXACT Contact Real Estate CRM is built for staying in front of past clients and sphere contacts. G2 reviewers often praise its automated email marketing, with a pre-written monthly e-newsletter, drip campaigns, and e-cards that go out with light personalization. Email marketing is among its highest-rated features at 86%, against a 79% category average, and nearly all reviewers work in real estate, with 78% at small businesses.

Support gets consistent praise too. Reviewers describe responsive, patient phone and chat help, including free contact import and setup assistance, and IXACT scores 92% for quality of support against an 85% category average. It has no free plan, but its 14-day free trial advertises no contract and cancel-anytime terms, and the pricing page lists the newsletter, drip campaigns, and reporting under its single plan.

What does IXACT Contact Real Estate CRM's free trial include?
  • 14-day free trial, no contract and cancel anytime
  • Contact profiles with history and social intelligence
  • Calendar and task list with automated reminders for keep-in-touch calls and birthdays
  • Automated monthly e-newsletter, drip campaigns, and e-card templates
  • Campaign reporting that shows opens and clicks
  • Mobile-friendly agent website, iPhone and Android apps, and Google sync
  • 2,500 free mass emails a month (texting, IDX listings, and extra emails cost more)
When should you upgrade your IXACT Contact Real Estate CRM free trial?

Upgrade to a paid add-on when you want to text clients or show listings. Texting needs a custom number at $5 per month plus credit packs, and IDX listings run $50 per month plus a $69 setup fee. IXACT has no free plan, so the single plan at $46.75 per month billed annually ($55 monthly) is the starting point and includes the CRM and email marketing. Extra mass emails beyond the free 2,500 a month start at $10 per 1,000.

Where IXACT Contact Real Estate CRM genuinely stands out:

  • The newsletter and drip campaigns do the staying in touch for you. G2 reviewers say the pre-written campaigns need only light personalization, so past clients and sphere contacts keep hearing from you without you writing every message.
  • Support gets real credit. As per G2 reviews, the team is patient on phone and chat and helps with contact import and setup, which matters when you're moving a database into a new CRM.

What G2 users like about IXACT Contact Real Estate CRM:

“I love the campains, letters, and newsletters that are so easy to set up! Pre-written, just need personalization and tweaks to make it work for your clients. So many helpful features to keep all your clients and contacts organized and in touch. We use it every day, my agents love it.”

- IXACT Contact Real Estate CRM reviewer, Verified User in Real Estate

Is IXACT Contact Real Estate CRM right for your real estate business?

Best for: Agents and small teams that want newsletters and drip campaigns to run automatically for a large past-client database.

Not ideal for: Agents who want a free plan after the trial, a modern interface, or texting from their own number without paying for an add-on.

What I dislike about IXACT Contact Real Estate CRM:

  • Communication options are limited, with some reviewers missing texting from their own number, email sending and tracking inside the CRM, or Outlook calendar sync. IXACT now sells a text add-on and lists Google sync, so some older gaps may already be closed.
  • Several reviewers say contact search and bulk editing can feel limited. Free contact import and setup help, which reviewers praise, let you load clean data from the start, so you need fewer bulk edits later.

What G2 users dislike about IXACT Contact Real Estate CRM:

“The drip emails could be better and the number of emails allowed could be more. The monthly newsletter looks pretty blah. Navigation could be easier and better, a little confusing at times.”

- IXACT Contact Real Estate CRM reviewer, Tom B.

6. RealtyJuggler: Best for low-cost contact and calendar organization

RealtyJuggler is a flat-priced CRM for individual agents and small teams, and its G2 audience reflects that: reviewers are almost all real estate professionals, and 58% are small businesses. The Google sync gets the most specific praise in 2026 reviews, with reviewers saying contacts and calendar entries move between RealtyJuggler, their Google account, and their phone almost seamlessly. For agents who run their day from a phone, a contact added there shows up in RealtyJuggler without retyping.

Breadth for the price is where it earns its place. RealtyJuggler's highest-rated features on G2 are email marketing at 89%, contact and account management at 88%, and transaction management at 86%, the last well above the 76% category average. The vendor sells one all-features membership at $179 per year, roughly $15 a month. Its 90-day free trial needs no credit card and is the longest on this list, and the vendor adds any unused trial time to your first paid term.

What does RealtyJuggler's free trial include?
  • 90-day free trial
  • Contact, prospect, and buyer databases with categories and custom fields
  • Follow-up tasks, task plans, and an automatically built daily call list
  • Drip letters and emails, plus a letter and eCard library with bulk email
  • Closings and transaction management, listings, commissions, and expenses
  • Lead import from MLS, tax records, and an IDX or web-form email feed
  • Google Contacts and Calendar sync, with mobile browser access (SMS texting runs through Twilio at extra cost)
When should you upgrade your RealtyJuggler free trial?

RealtyJuggler has no free plan and no feature tiers, so the upgrade decision comes down to volume and texting. Paying keeps access to everything in the trial, but SMS runs through Twilio at an extra cost, and reviewers report a 5,000-contact cap if your database is large. The plan costs $179 per year, available only as an annual membership, and your remaining trial time is added to the paid term, with a pro-rated refund available at any time.

Where RealtyJuggler genuinely stands out:

  • The Google connection keeps your contacts and calendar in one place. G2 reviewers say syncing with their Google account is quick and nearly seamless, so appointments and new contacts follow them across their phone and desktop.
  • The cost is hard to beat. As per G2 reviews, agents call it inexpensive for the amount it covers, and the single flat price means no tiers to compare.

What G2 users like about RealtyJuggler:

“Inexpensive but does everything I need it to do to stay organized with my contacts, my deals, and helps me do my marketing too! I can easily print out mailing labels and have different mailing groups easily organized. It communicates to with my phone to add contacts I add on there. The staff is more than helpful to set up a time to help you use the program features to their fullest.”

- RealtyJuggler reviewer, Britt K.

Is RealtyJuggler right for your real estate business?

Best for: Solo agents and agents with an assistant who want an affordable, all-in-one tool with a long trial.

Not ideal for: Agents who want a permanent free plan, a modern interface, or large team features.

What I dislike about RealtyJuggler:

  • The interface looks dated, and its 82% ease of use score sits just below the 84% category average. Several of the same reviewers add that it's simple to navigate and easy to learn, so the older look matters less once your daily routine is set.
  • Reviewers report that RealtyJuggler caps contact records at 5,000 and doesn't sync tasks with Google Tasks or Outlook. For most solo agents, 5,000 records is a lot of room, and the Google Calendar sync still covers appointments.

What G2 users dislike about RealtyJuggler:

“I’d prefer to have a tab where I can see everything I’ve done over the course of a week. Right now, I’d really like a more modern dashboard.”

- RealtyJuggler reviewer, Lenita R.

Related: Not sure which features are worth paying for? Read what G2 users say about the 10 CRM software features they value the most.

Frequently asked questions about free real estate CRM software

Still deciding? These are the questions agents ask most when comparing free real estate CRM software.

Q1. What are the most trusted real estate CRM platforms for agents, based on user reviews?

DealNav, RealtyJuggler, Follow Up Boss, and IXACT Contact Real Estate CRM are the most trusted based on G2 reviews. DealNav and RealtyJuggler have the highest ratings at 4.7 out of 5, but they rest on smaller review bases, and DealNav’s reviewers work mostly in commercial real estate. Follow Up Boss is rated 4.6 out of 5 across 119 reviews, and IXACT Contact is rated 4.5 out of 5 across 268 reviews, the largest review base of the four. If you want the strongest rating, start with DealNav or RealtyJuggler. If you want the most reviewer evidence behind a tool, start with IXACT Contact or Follow Up Boss.

Q2. Which are the highest-rated real estate CRM solutions for increasing agent productivity and sales?

DealNav and RealtyJuggler are the highest-rated on G2 at 4.7 out of 5, followed by Follow Up Boss at 4.6, Freshsales and IXACT Contact at 4.5. For sales productivity specifically, Follow Up Boss is the strongest pick. Its Action Plans and Smart Lists automate follow-up, and G2 users rate its lead management 93%, against an 84% category average.

Q3. Which MLS-integrated real estate CRM solutions support residential and commercial agents and growing teams?

RealtyJuggler is the most MLS-friendly option on this list. It imports leads from MLS, tax records, and IDX feeds, though some reviewers wish it synced MLS data automatically. Cloze's Platinum plan adds a Matching Engine with MLS and IDX feeds (the vendor notes additional restrictions and charges may apply), and IXACT Contact offers IDX listings on its agent website for $50 per month plus a $69 setup fee. DealNav is built for commercial work and centers on mapping and parcel data rather than MLS.

Q4. Which real estate CRM platforms help manage agent productivity and client relationships as teams grow?

Follow Up Boss scales best for teams. It offers lead distribution such as round robin and first-to-claim, and its Pro plan adds shared inboxes and call reporting at $416 per month billed annually for 10 users. Cloze adds team view and assignments on its Silver plan at $21 per user per month billed annually. Freshsales' free plan caps at three users, so growing teams need a paid plan quickly.

Q5. Which free real estate CRM has mobile capabilities for agents managing listings and client interactions on-site?

Follow Up Boss and IXACT Contact have dedicated mobile apps. Follow Up Boss includes its app on the Grow plan, though a few reviewers find it occasionally slow, and IXACT Contact offers iPhone and Android apps. Freshsales also has a mobile app, but some recent reviewers describe it as laggy. RealtyJuggler and DealNav run in the browser, and RealtyJuggler syncs with Google Contacts and Calendar for phone access.

Q6. How can real estate CRM lead scoring and automation help optimize my sales pipeline?

Lead scoring is mostly a paid feature. Freshsales adds contact scoring on Pro, and Follow Up Boss adds predictive lead prioritization on its Pro plan. G2 users rate Follow Up Boss's lead scoring 91%, 12 points above the 79% category average. Automation without scoring, such as Follow Up Boss Action Plans, is included on the cheapest Grow plan, so start with automation first.

Q7. Which free real estate CRM tools support lead management and pipeline tracking for growing teams?

Follow Up Boss is the strongest for lead management, with lead capture from 200+ sources and routing such as round robin. DealNav is the strongest for pipeline tracking, with a map-based pipeline and a 98% G2 rating for opportunity and pipeline management. Freshsales offers a Kanban pipeline on its free plan. Choose Follow Up Boss if your bottleneck is incoming leads and DealNav if it is deals in progress.

Q8. Which real estate CRM platforms offer transaction management and document workflows?

RealtyJuggler offers the most transaction management on this list, covering closings, commissions, and expenses, and G2 users rate its transaction management 86%, against a 76% category average. DealNav tracks deals but has no financials tracker, and Follow Up Boss users rate its transaction management 79%, its lowest-rated feature on G2. 

Q9. How do real estate CRM systems handle data security and compliance for sensitive client information?

Real estate CRMs protect client data with encryption, access controls, and backups, but compliance documentation varies widely by vendor. Follow Up Boss publishes the most: SOC 2 Type 2, SOC 3, CCPA, and PCI compliance, 256-bit encryption, and 24/7 monitoring. Freshsales, through Freshworks, lists AES 256-bit encryption at rest, TLS 1.2 in transit, and role-based access with two-factor authentication. Cloze adds 2-step authentication enforcement, SSO, and export controls on its Platinum plan. RealtyJuggler uses TLS encryption, nightly backups, and access logs that show who changed a record. It lists no formal compliance certifications. Agents handling sensitive client data should match the tool to their needs, starting with Follow Up Boss if they need independently audited controls.

Q10. What system accessibility and uptime guarantees should I look for in a real estate CRM before signing a long-term contract?

Look for a written uptime commitment, a public status page, and an easy exit. Follow Up Boss states 99.5% uptime, monitors its systems 24/7, and publishes a live status page. Check that any uptime figure is in the contract, not just on a marketing page, and whether missed targets earn service credits. For the exit, RealtyJuggler offers a pro-rated refund and full data export, and Cloze lets you cancel anytime and downgrade to a free plan.

Find the CRM that fits your follow-up habits

After comparing these six, one thing stood out: the best free real estate CRM software isn't the one with the most features. It's the one that fits how you already follow up with leads and clients.

If you want a free plan you can keep, start with Cloze or Freshsales. For automated lead follow-up, try Follow Up Boss. DealNav suits map-based commercial deals, IXACT Contact fits automated client nurturing, and RealtyJuggler offers the lowest flat price with the longest trial.

My advice is to choose for the follow-up problem you have today. Load 50 to 100 real contacts, run a week of real leads through the tool during its trial, and see which one you'd actually open each morning.

Learn how to manage commissions and agent relationships with the best brokerage management software in 2027.

This article was originally written in 2024 by Shreya Mattoo. It has been updated with new information based on findings from testing and evaluation of the latest list of top G2 products.


subscribe

Get this exclusive AI content editing guide.

By downloading this guide, you are also subscribing to the weekly G2 Tea newsletter to receive marketing news and trends. You can learn more about G2's privacy policy here.