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Nutshell is both simple and powerful

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The Ideal CRM for Real Estate Agencies

Success in the real estate industry relies on relationships. Good relationships with buyers, sellers, and tenants are built on a foundation of great organization.

A great customer relationship management (CRM) system like Nutshell is ideal for navigating the complex facets of real estate, greatly improving your real estate closing rate and revenue.

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The benefits of CRM software for real estate agencies

Real estate brands work with dozens of clients and manage several properties on a daily basis. Meeting your quotas requires you to juggle your interactions with buyers and sellers while working to meet their needs.

When you use a CRM built for realtors, you can enjoy benefits such as:

Essential CRM features for real estate companies

A great real estate CRM solution should make client management easier, allowing you to nurture new incoming leads while following up with and closing deals with your current clients. 

Additionally, you may need to keep track of rental tenants. And all real estate agencies should have a CRM database of property information to access in client consultations. 

Here are the features we believe will best improve your real estate sales processes.

Pipeline management to create a smoother selling process

a computer screen shows the top accounts to watch

When it comes to real estate, the sales cycle can be a lengthy one. And if you’re not in control of your sales process, you may encounter lead and client dropoffs before you get the chance to surprise them with the ideal property or sales deal. 

With Nutshell as your CRM platform, you can create custom sales pipelines to fit your unique real estate sales model, including features such as:

  • Automated pipeline advancement: If your lead meets predetermined criteria or takes specific actions, you can move them to the next stage in the pipeline without lifting a finger
  • Customized sales rep assignment: Make sure your agents work with their strengths by assigning leads based on client type, location, or other criteria. You can also assign leads in a round-robin fashion to ensure everyone gets an equal number of clients.
  • Lead scoring: Make sure agents prioritize leads using lead scoring and hot leads to focus their efforts on buyers or sellers most likely to close or those who have more pressing timelines.

Sales task automation to keep everyone on track

Sales Email Drip

Reduce your “non-selling” activities—including email or SMS notifications and drip sequences—to focus on getting to know your clients and generating the best possible property deals for them. 

Email automation makes it easy to send personalized sequences for client onboarding and follow-up. You can use templates to craft messages in your brand-aligned style and tone.

Automated reminders for your team also ensure that agents know what to do next in the sales process to increase the chance of closing.

Reporting and analytics to gain insight into team performance

a screenshot of a sales report showing a stacked bar graph

To ensure you meet your quotas and improve your sales processes in real estate, you need to have a firm grasp of what’s working and what isn’t. With CRM reporting and analytics, you can:

  • Track sales performance: Instantly view and track your monthly sales performance to know how you’re measuring up compared to previous periods.
  • Monitor agent performance: Get a view of the individual performance of your real estate agents to pinpoint areas to improve.
  • Pinpoint your top channels: Understand where most of your new leads come from to ensure you keep your pipeline filled.
  • Uncover roadblocks: Understand where leads are dropping off, so you can find opportunities to improve your overall sales process

You’ll have access to all these stats and more in presentation-ready, beautifully designed charts to present to stakeholders and sales reps alike.

Contact and data management to keep everything organized and efficient

a screenshot of a lead called Newing Industries Inc. in Nutshell CRM

Real estate agents often have to manage various moving parts when it comes to data and contact management. Not only do you have to keep track of buyers and sellers, but you also need to have crucial property information on hand for client consultations and showings. You can:

  • Create custom fields: Custom fields help you capture and track information that’s important to you. For example, a real estate agent needs to know if a client has pets.
  • Organize contacts your way: You can upload Companies, People, and Leads and use parent-child hierarchy to organize and link your properties, buyers, sellers, and suppliers in one central hub. There’s no need to keep separate databases.
  • Stay updated on the go: Log communications and updates on the road from your mobile or PC to keep your team updated on new developments. Enable notifications and quickly add notes to leads as things change with your clients.

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Extensive integration support to make the most of your CRM software

Make your real estate business even more efficient with CRM integrations. Nutshell supports integration with over 6,000 software applications. Connect your favorite software to your CRM, eliminating the need to go back and forth between platforms. Integrate software in categories such as:

  • Lead generation: Automatically add and onboard new leads in your CRM when they reach out via web form, landing page, or social media
  • Accounting: Simplify invoicing and collect your commissions by connecting to popular invoicing software such as Quickbooks, Freshbooks, Xero, and more.
  • Contracts & Proposals: Attach essential documents to the right customer or lead’s page in your CRM and make it easy to find what you need to move forward to the sale.
  • Communication: Sync crucial conversations to your clients’ pages and keep your agents in the loop. Nutshell boasts a built-in Zoom integration and AI-powered Zoom call transcriptions to get details from past calls when you need them. 
  • Social media: Connect with potential clients on the platform of your choice and automatically sync contact data with your CRM.

Nutshell CRM supports all these integrations and more, empowering your real estate business to connect your favorite tech stack seamlessly. In addition, Nutshell offers native add-ons for lead generation, email marketing, and even competitor research to give you a comprehensive selling experience from a single platform.

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Why Nutshell is the best CRM for real estate agents

Whether you need to set up a CRM for residential or commercial real estate, Nutshell helps you manage your client and property data efficiently so that it works for you and not against you. This frees up your time to focus on important selling tasks, such as nurturing relationships with potential buyers and sellers. 

Real estate is a people-focused business, and excellent client nurturing skills are essential in this industry. That’s why Nutshell is ideal. It takes care of the mundane, administrative day-to-day tasks while you focus on finding the perfect home for buyers, getting the best deal for sellers, and ensuring positive client experiences.

When you choose Nutshell as your real estate CRM, you empower your team with: 

But don’t just take our word for it

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!

Choose the best plan for your team

Billed Annually
Billed Monthly

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Included in all plans…

  • Unlimited storage, contacts & accounts
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Customizable single sales pipeline (100 open leads limit)
  • And more
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Everything in Foundation, plus…

  • Activity and Email reports
  • Sales and Activity quotas
  • Pipeline stage goals
  • Up to 25 custom fields
  • No active leads limit
  • And more
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 per user per month

Everything in Growth, plus…

  • 5 customizable pipelines
  • Sales automation
  • Personal email sequences email sequences
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Meeting scheduling software (lite version)
  • And more
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

$59 per user per month

Everything in Pro, plus…

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • And more
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 per user per month

Everything in Business, plus…

  • Unlimited pipelines
  • Unlimited custom fields, teams, currencies and territories
  • Read-only SQL access
  • API support
  • And more
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When you choose Nutshell as your real estate CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

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Find the perfect property for buyers and satisfy your sellers with Nutshell

Building and nurturing relationships in the real estate industry is an ongoing process that requires dedicated care and attention to meet client needs and attract new business. However, it can be a daunting task to constantly keep up with new demands and client updates while still providing high-quality service. 

With an easy-to-use and affordable CRM like Nutshell, navigating the ropes of relationship-building is made simpler.

Try Nutshell free for 14 days, or contact our team to discover how Nutshell can transform the way you do business.

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