Alternatives to Usherpa
Compare Usherpa alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Usherpa in 2026. Compare features, ratings, user reviews, pricing, and more from Usherpa competitors and alternatives in order to make an informed decision for your business.
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1
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
2
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
3
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
4
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
5
Creatio
Creatio
Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in Gartner and Forrester reports and earned outstanding peer-to-peer reviews. Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries. It has long-lasting relationships with thousands of customers and over 500 partners worldwide.Starting Price: $25 per user per month -
6
Top Producer CRM
Top Producer Systems
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.Starting Price: $109/month/user -
7
IXACT Contact
Elm Street Technology
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%. -
8
Market Quest for Real Estate
Market Focus
Market Quest for Real Estate is a complete marketing and CRM solution for real estate professionals. Whether you manage a group of real estate agents or go solo, Market Quest gives you the tools you need to get more organized, boost sales, and stand out from the competition. The platform covers prospect marketing, past client marketing, relationship marketing, partner cobranding, referral tracking, marketing content, and integrations with leading business tools. -
9
Sellxpert
Sellxpert
Sellxpert is a Customer Relationship Management (CRM) software designed specifically for the real estate industry. It aims to streamline lead and client management for realtors. Sellxpert comes with features such as follow-up management, site visit management, commission management, team management, back-office management, and marketing integrations with platforms like Facebook, WhatsApp, emails, and Magicbricks, among others. it is basically a customer relationship management (CRM) software that is ready to serve you with all the needs of a realtor, from managing idle properties which are ready to be sold, to cash, inventory, associate management, managing the commission, generating and managing leads, managing dates for site visits so that there are no clashes, customer management and following up after the sales are done, referral management for when you get referred customers by your satisfied clientStarting Price: ₹60000 -
10
ActivePipe
ActivePipe
ActivePipe is an innovative email marketing platform that uses intelligent automation to nurture clients and generate leads. Designed to solve the specific challenges of real estate professionals, ActivePipe enables its users to build relationships at scale and unlock the hidden opportunities in their database. Let the power of email automation nurture your clients in the background and build relationships at scale. Set it up once and ActivePipe nurtures your prospects along the funnel, connecting you with the best leads every day. Spend more time selling and less time marketing. Top agents respond to 100% of their leads in under 100 mins. ActivePipe makes this easy by identifying high value prospects that are ready to buy or sell right now. Get leads delivered straight to your inbox at the exact moment people are ready to act. Know what clients need before you even pick up the phone.Starting Price: $300 per month -
11
Velma CRM
Velma
Our automation solutions integrate directly with existing system of records, such as the loan origination system (LOS), to enable data-driven workflows and unmatched loan processing efficiency and accuracy. State of the art marketing automation and engagement technology coupled with multi-channel communication builds lasting relationships, more referrals, better retention, and more closed loans. Velma CRM focuses on building strong relationships for the Loan Officer which result in a never-ending pipeline of repeat and referral business. Automated marketing campaigns, proven communication strategies, intuitive user interface, and on-demand marketing tools all make is easy to keep your customer yours. Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes. -
12
Boston Logic Platform
Boston Logic Technology Partners
Take your real estate business to the next level with Boston Logic Platform! As an innovative rental estate inventory management system, Boston Logic Platform provides secure web-based login capabilities, easy to edit web pages, intelligent marketing automation, and fully integrated customer relationship management (CRM) solution. By leveraging Boston Logic Platform, users can grow and build stronger relationships with their clients. Other useful features of Boston Logic Platform include market reports, email marketing, pay-per-click (PPC), deal tracker, custom design and templates, IDX search, listing management, and more.Starting Price: $39.00/month/user -
13
Propertybase
Propertybase
Ideal for agents, teams and brokerages looking to increase their productivity. Discover how Propertybase helps you turn leads into life-long clients. Propertybase and Lone Wolf offer the industry’s most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More making every step from search to sale an intelligent and seamless experience. See how we pair IDX websites, CRM, and back-office tools that help real estate professionals meet the demands of today’s challenges. Technology will never replace the value of real estate agents. Propertybase provides the tools you need to automate time-consuming tasks, reach more consumers, and drive your business forward. Propertybase Salesforce Edition helps real estate businesses in 60+ countries grow with market-leading technology. Designed to drive collaboration and performance, Propertybase GO is the ideal software to grow your brand.Starting Price: $79 per month -
14
Daylite for Mac
Marketcircle
Daylite is an all-in-one business productivity app built specifically for service-based professionals in the Apple ecosystem. It combines CRM, sales pipeline tracking, project management, email, calendar, tasks, and notes into a single connected system. Designed for Mac, iPhone, and iPad, Daylite integrates seamlessly with Apple apps like Mail and Calendar. Every interaction—emails, meetings, tasks, and notes—is automatically linked to the right client, project, or opportunity. This creates a complete, searchable business history that saves time and strengthens client relationships. Daylite helps eliminate the need for multiple disconnected tools, reducing admin work and subscription costs. By streamlining workflows, it allows professionals to focus more on revenue-generating work.Starting Price: $29.00/month/user -
15
MarketMosaicPro
MarketMosaicPro
MarketMosaicPro is a cloud-based CRM platform designed for real estate professionals, consultants, and service-based businesses. The platform combines contact and lead management, deal pipeline tracking, workflow automation, commission tracking, expense logging, and email marketing into a single system. Users can manage listings, segment contacts, create automated campaigns, and monitor performance through reporting dashboards. Generative AI tools assist with drafting emails, listing descriptions, social media captions, and newsletter content. The system supports role-based team access (Owner, Agent, Assistant, Viewer), task management, reminders, and omnichannel communication including email and SMS (BYOT). MarketMosaicPro is built for solo professionals and small teams seeking scalable client relationship and transaction management.Starting Price: $19/month/user -
16
Zavanti CRM
Zavanti
No matter what type of business you are in, the ability to efficiently manage all the relationships and processes involved in making your business a success is critical. Zavanti CRM centralises your organisation’s data and helps you retain your intellectual property and increase the value of your goodwill. Zavanti CRM will become a critical business intelligence tool in your organisation, delivering an integrated set of easy to use applications based on proven Microsoft technology. The solution enables efficient data input, allowing you to capture all client, supplier and employee communications and manage your projects efficiently. Zavanti CRM is designed to deliver a role-based, secure working environment with a simple, familiar and consistent user experience. Interacting with content, processes and business data is seamless through the tight integration between the environment and underlying business applications. -
17
SwiftCRM
SwiftCloud
CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.Starting Price: $19.00/month/user -
18
Lumiant
Lumiant
Empowering individuals and their families to live their best life confidently. Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives. Lumiant is a customer experience, advice, and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives. Lumiant is designed to deepen client relationships and help advisers communicate their unique value while delivering financial advice specific to their client and their needs. Through its memorable, measurable, and repeatable advice process, Lumiant allows financial professionals to scale their businesses, increase referrals and drive revenue while fostering multi-generational relationships. A costless proposition that drives referrals, retention & revenue.Starting Price: $249 per month -
19
Left Main
Left Main
Left Main REI is a purpose-built CRM and deal-flow intelligence platform for real estate investors that combines Salesforce-based reliability, AI-powered insights, and investor-centric workflows to help teams scale, prioritize opportunities, and close more deals. It tracks leads from marketing through closing, automates follow-ups, and provides real-time alerts on motivated sellers by monitoring stress indicators and property history so users can act faster than competitors. It includes DealSignals, an AI-driven data engine that continuously scans over 100,000 property records monthly for triggers like foreclosures, tax liens, probate, expired listings, and vacancy changes, and delivers instant motivation insights. Property Sales AI automatically scores and ranks leads based on motivation signals, equity, timing, and competitor activity, so investors know which sellers to contact first, while dashboards and curated reporting help teams visualize performance.Starting Price: $500 per month -
20
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
21
4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence -
22
Build Formula
Build Formula
Build Formula helps with every step of the build from the sales process and project planning to material tracking and client communication. A comprehensive solution that has been built centered on the Real Estate industry’s needs for Management of construction projects. Complete Sales Management makes it easy to organize and grow your customer relationships with tracking, data visualizations for Sales, and more — all in one platform. Build Formula is your partner for stunning customer relationships. Now, close more leads with a highly streamlined process. Your system builds Your Business. Automate your construction process, boost productivity, and build an organized future for your real estate business. Process Build for Your Business. -
23
TrustStar
TrustStar
Market Intelligence technology aggregates, organizes and pushes relevant insights based on your NMLS to empower mortgage professionals. Your Personalized Data allows us to deliver referral partner matches so you can effectively and efficiently network to build new relationships. A personalized data experience like no other in the mortgage industry. Discover and match with new realtors in your market. Develop an engagement funnel for prospective referral partners. Building relationships with new referral partners can be time-consuming. TrustStar helps you prioritize by loan volume, quantity, and listings to create a dynamic perspective referral list so you can optimize your prospecting time. With TrustStar, you proactively respond to real-time data that is impacting your business to gain a competitive edge in your marketplace. Unlock revenue and new opportunities with actionable insights and trends. TrustStar pushes notifications to alert you to the most relevant information.Starting Price: $49.99 per month -
24
PropertySuite
MRI Software
MRI PropertySuite is a fully customisable residential, commercial and rural real estate software solution enabling sales teams to operate efficiently and focus on selling more homes. A complete solution that will transform the way you manage your business and connect you with clients and suppliers, MRI PropertySuite integrates relationship management, media and marketing management, transaction and financial management to significantly reduce the burden of admin and save valuable time. Comprising easily navigated dashboards, the software is cloud based and completely mobile, providing real-time data anytime, anywhere -
25
Referral Maker CRM
Buffini & Company
It's no secret, the real estate business can be chaotic and staying on top of everything, especially admin and marketing, can be tough. That’s why Referral Maker® CRM is your partner in business and productivity. Our intuitive platform keeps you connected to the people who want to refer business to you and is supported by an app so you can put your entire database on your mobile device. Starting price is $49 per month Sale Price - $25Starting Price: $25 per month -
26
CRM Pro
Pro Agent Solutions
CRM Pro is a real estate CRM software that allows users to manage their customer relationships, get organized, and generate leads. CRM Pro has a simple design and allows users to automate manual administrative tasks in order to focus on other strategic activities. With CRM Pro's customer relationship management feature, users can develop more relationships and nurture the ones they have already. CRM Pro also enables users to track message event history.Starting Price: $17.95/month/user -
27
Referral Rock
Referral Rock Software
Unlock that hidden potential of your brand by making it easier for your customers and partners to refer your business by leveraging Referral Rock! As a leading online referral marketing platform, Referral Rock helps you generate buzz for your brand across social media, email, and mobile. Flexible, scalable, and user-friendly, Referral Rock provides easy hosted deployment with standard integrations across Zapier, Widget, and iFrame. Key features include employee referral management, referral source tracking, conversion tracking, affiliate marketing, referral partner list, and more. You've worked hard to gain the trust of your customers and business relationships. Build a marketing program that encourages them to share – even after you're no longer top of mind. Simple widget referral programs leave a lot on the table. Our programs keep members engaged and attracted with creative rewards and timely notifications. Unlock super-sharers who share with more friends more often.Starting Price: $200 per month -
28
Realty Space
Realty Space
Realty Space is not a CRM that Real Estate Agents can also use but one that ONLY they can use. That’s sets it apart from 100’s of generic CRM’s flooding the market. It understand the Real Estate business and consists of tools and modules to help manage their daily activities, provides automation for the most repetitive tasks and it really sets itself apart from how it allows Real estate professionals to offer premium services to their client likes of which have never been seen before ( we promise you that). You are probably not alone using too many apps for your business while managing your day from Calendar, to Messaging, to Task allocation, Notes, Client files spread over sheets of paper in Files, Memory, Spreadsheets, Smart apps etc. Besides important data spread over multiple products it takes time and effort to remember where is what. -
29
ZYNO Rewards
Elite Mindz
ZYNO Rewards is a customer loyalty management software designed to help businesses increase revenue while building lasting customer relationships. It enables organizations to create personalized loyalty programs that drive engagement, retention, and repeat purchases. The platform offers points, rewards, referrals, and redemption features to convert potential customers into loyal users. ZYNO Rewards supports targeted campaigns using AI-powered recommendations and pre-built templates. Businesses can manage earn-and-burn rewards, gamification, and digital wallets for seamless customer experiences. Real-time analytics provide insights into program performance, redemption rates, and customer behavior. ZYNO Rewards delivers a data-driven, client-focused approach to loyalty management across multiple industries.Starting Price: $6545/year -
30
Big Purple Dot
Big Purple Dot
Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule a follow-up. Warm transfer calls to others on your team. Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process. Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto-populate most of the 1003, including their docs. Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click. Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow-up email containing the listing along with your contact information. -
31
OSL Office
OSL
Discover the capabilities of OSL Office, a dynamic real estate solution catering to a spectrum of needs, from single-office setups to expansive multi-office enterprises and real estate franchise groups. Tailored for residential, commercial, rural and business sales, our modular-based approach empowers sales teams to streamline operations and enhance sales performance. OSL Office seamlessly connects you with clients and suppliers. It integrates robust features such as relationship management, media and marketing tools, as well as transaction and financial management, effectively reducing administrative burdens and maximizing time efficiency. Experience the ease of access with intuitive real-time dashboards and AI technology, enabling effortless access to data and boosting productivity from anywhere. -
32
Marigold Engage+
Marigold
True digital transformation is only possible if your marketing data is actionable so you can engage customers intelligently, with personalized experiences that build customer lifetime value. Deliver personalized experiences, cross-channel messaging and loyalty programs that add value to your customer relationships. Marigold Engage+ (formerly Cheetah Digital) enables marketers to rapidly scale and meet the demands of the modern consumer. The need for digital transformation is accelerating quickly and you need new capabilities to meet evolving expectations. Marigold Engage+ can help you get there quickly. We provide the integrated technology and services you need to build lasting, profitable and mutually-rewarding relationships with customers. Discover opportunity, build audience segments and orchestrate data with real-time interaction management. Turn marketing efforts into a consumer database using engaging experiences that convert the unknown to known. -
33
Tokko Broker
Tokko Broker
The CRM that your real estate needs. Optimize your customer management with an opportunity module. Custom configuration of service times. Visualization of workload by salesperson. Sending emails with alert and automatic personalization. Report of closing of operations. Reassignment of queries / clients due to lack of attention. The sellers of your real estate will have a tool that will guide them in following up on each business opportunity they have with their clients. It will help them manage the maximum times to serve stakeholders at each stage of their inquiry. Effective follow-up increases sales and improves customer service. Increase and simplify the dissemination of your properties. Revolutionize your real estate with the best support. You will be able to consult the movement that a property had over time. Even knowing which real estate portal generated the most inquiries about a property, as well as knowing the events (visits, calls, etc.) that they have had about it.Starting Price: $69 + taxes per month -
34
MAP.CRM
MAP IT
To run a successful business it is important to focus on Customer relationship management (CRM). Customer acquisition is costly making it imperative to develop stronger, lasting relationships with your clients. MAP.CRM is a web-based software solution for customer relationship management and sales force automation. It helps you track your leads, prospects and opportunities allowing you to focus on what is important - building a relationship with your potential clients. Manage clients with multiple: contacts, appointments, attachments and addresses. Flexible reporting system allows us to create reports to your exact specifications.Starting Price: $25 per user per month -
35
Elevate
Elm Street Technology
For all of your lead generation, digital marketing, & client collaboration. Offering virtual & live educational events across the United States. Planning your goals, budget and overarching marketing strategy can feel like daunting work, but it’s a crucial part of running a successful business. Join the smartypants at our full-service creative & digital marketing agency as they interview & interact with marketing minds across industries, and provide tons of insightful, entertaining & inspiring content to help you grow. Nothing feels better than happy clients celebrating their productivity, success & growth using Elevate. Now it’s easier than ever to pay attention to the KPIs (key performance indicators) of your business with activity workflows, task coaching, agent-protected databases, lead response routing & tracking, and a customizable metrics dashboard. Designed specifically to be found on search engines, your Elevate IDX® website features rich, relevant content. -
36
Surefire Local
Surefire Local
Get more Google visibility & traffic. Consistently respond to reviews & get higher local search engine rankings. Use Geo Location Check-ins to post localized content, telling search engines what work you do & where. Easily manage online reviews in one place. Handle negative reviews quickly. Rank first in search engines by generating more reviews. Stand out to customers by maintaining a strong online reputation. Get more referrals by providing excellent service to your existing customers, from their first call to the final day of your project. Develop a referral program to ensure a steady stream of new customers. Build a company culture that encourages referrals. Attract & engage repeat customers via email marketing that keeps your business top of mind. Let customers schedule appointments online, generating more appointments and saving time. Discover which content resonates most with target customers. -
37
mloflo
mloflo
Take a proven mortgage business building system and enable it with cutting-edge technology and you get mloflo. The only mortgage CRM on the market that not only makes your business more efficient but shows you specific actions to take to grow your referrals and nurture your network. Trouble setting & sticking to business goals? mloflo comes with proven, customizable success goals. Goals are great, but what specific steps will you take each day to grow your business? We’ll get you started with checklists and strategies that have worked for 1000s of successful mortgage professionals. View the performance of your business against key metrics live and in real time. Get feedback on what’s working and what to do next.Starting Price: $69.99 per month -
38
Mail Blaze
Mail Blaze
Mail Blaze is an email marketing platform that helps numerous companies improve their email marketing ROI. At Mail Blaze we believe that emails have the power to connect people in a personal way and that they are a key to fostering long-lasting relationships with your audience. We’ve built a product we’re proud of. A product where clients are able to create functional, curated emails to speak to their audience in a way that matters. We’re invested in our client’s success and have built our platform with robust functionality based on what they need while always looking at functional opportunities that can help them grow. Our vision is to empower our clients to deliver professional engaging communication exchanges with their customers through an exceptional product and a guided approach to promote growth and ongoing performance.Starting Price: $8 -
39
BrightDoor
Cecilian Partners
Brightdoor CRM is a real-estate-specific customer relationship management and engagement platform that simplifies the homebuyer registration and sales journey by replacing manual notecards with digital registration and lead capture, centralizing customer interactions and behavior data into an easy-to-use CRM database, and supporting touchscreen storytelling experiences in welcome centers and model homes; it includes a tailored CRM built for real estate without the complexity of generic enterprise systems, a “Passport” digital registration tool with QR-enabled sign-in to capture prospects, touchscreen storytelling software for iPads or large screens that engages home shoppers and conveys community information, and a self-service backend that lets teams control content, media, and customer records, all with easy integration to other CRM systems (like HubSpot or Salesforce) so sales and marketing can track interactions, follow up at optimal times, update inventory and pricing quickly. -
40
Levitate
Real Magic
The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network. Drive referrals and repeat business by keeping in touch with clients and prospects. Save time and money with tried-and-tested email templates. Remember key facts and dates about every contact. Never forget a birthday again! We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network. We’ll remind you to check in with prospects, account round with current customers, or reach out for renewals on a schedule you create. Our AI-powered software will keep you honest. Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.Starting Price: $150 per month -
41
REfindly
REfindly
REfindly’s CRM automates every aspect of a sale, from the moment a client begins searching to the close of the deal. Upon a prospect’s entry into the system, you can simply arrange a follow-up program and let REfindly do the rest. Schedule appointments, set reminders, and track correspondence emails and phone calls. Add viewings and prospect notes, and send targeted listing alerts with the point-and-click system. REfindly’s customer relationship management solution streamlines your daily workflow, keeping you organized and abreast of upcoming tasks so you can focus on expanding and strengthening your business. REfindly also offers IDX websites for real estate agents and brokerages. -
42
MyDigiFlat
Ordiges
Our latest solution, MyDigiFlat, developed through co-innovation with our customers, is designed to optimize the relationship between social housing authorities and their tenants, on both the front and back office sides. Offer your tenants a friendly digital interface in web or app format, available 24/7 so they can independently manage all their data & requests. Make room for a new approach to CRM that can enhance your relationship with your social housing tenants thanks to a secure and easy-to-use web portal. Personal data viewing & management (general information, bank details, household members & income). Simplified data entry with customizable dynamic forms. Household composition and income fluctuation. Registration form for new members or relocation requests. Integrated preferential ranking system based on a dynamic questionnaire. Application approval/rejection management within the authorized scope. -
43
SaleCore
SaleCore
The all-in-one real estate marketing solution. Our top-rated lead-to-close marketing solution will help you gain loyal clients, close deals, get referrals and generate repeat business. SaleCore's Real Estate CRM seamlessly integrates with your modern, high-performing IDX Interactive Map Search website, Text Marketing, Communications, Email Marketing and Content Marketing platforms to generate, capture, cultivate and convert high-quality leads. Quickly and effectively communicate with clients through preferred channels like Conversations to win deals. Store and share documents, track communications throughout the closing process, and generate referrals. Our focus is to provide you with the tools you need to market to and communicate with clients and prospects, from lead to close. Drive traffic to your website using multiple channels and capture new clients with custom lead forms and smart registration prompt settings.Starting Price: $45 per month -
44
Trellis
Trellis
Trellis is an ecommerce merchandising platform that combines powerful Amazon and Walmart automation software with marketplace expertise to maximize the profitability of every interaction in your ecommerce ecosystem. It offers AI-powered solutions for advertising automation, dynamic pricing, product content optimization, and promotion planning. Trellis enables users to manage multiple clients through a centralized portal and automated daily optimization, improve project turnaround using automation supported by industry best practices, and adapt to clients' strategies by merchandising in just a few clicks. The platform also provides market intelligence software to understand the entire eCommerce pipeline from new-to-brand to repeat customers, identifying popular new-to-brand products that create long-lasting relationships. Trellis offers custom pricing tailored to specific solutions.Starting Price: $299 per month -
45
Real Estate Webmasters
Real Estate Webmasters
Our next-generation real estate web platform. A new pinnacle of refinement and performance, Renaissance will elevate your online presence, and captivate your clientele. Our powerful Customer Relationship Management system makes your job easier than ever. Accelerate your business with advanced lead generating tools and systems. Set yourself apart from your competition with our technology. For Realtors, especially if running as a team or as a broker, branding is key. Our new brand development agency will help you drive more leads and win more contracts. -
46
Fello
Fello
Engage your database and supercharge your business. More leads, less work, and smarter strategies to drive new listings. Stay top-of-mind with past clients and generate new opportunities by plugging Fello into your existing marketing process. From widgets to landing pages to custom dashboards, Fello instantly creates a more productive top-of-funnel strategy. Consistently engage your database with data-driven marketing campaigns that target the right person, with the right message, at the right time. From automated emails to postcards to farming, we help you segment and propel leads to listings. With Fello, you can now monitor your entire database’s behavior in real-time. Between our real seller's tool, filterable lists, and live notifications, you can identify more hand-raisers and optimize your sales conversion to drive more revenue. Easily plug in Fello's interactive widgets, conversational forms, and custom landing pages to your current website to immediately boost conversion. -
47
PeoplePath
PeoplePath
In our networked economy, today’s job candidates might be tomorrow’s clients. Former employees can be your most vocal brand advocates. Now is the time to be proactive about engaging talent throughout their entire careers. PeoplePath is with you every step of the way, helping build lifelong relationships that deliver long-term benefits for your company and the people who make a difference. The PeoplePath Alumni platform powers the day-to-day activities of your corporate alumni program to build meaningful connections with former employees. Rely on our decades of experience for the strategic direction you need, whether you're just getting started or revitalizing an established alumni network. Alumni advocates are up to 40% more influential than your best clients. Up to 80% of former employees stay in your company’s ecosystem for alumni-assisted sales. Fill positions quicker and generate high-quality referrals with alumni. -
48
PlanPlus Online
PlanPlus Online
Building better business begins by building better people. PlanPlus Online Business Edition is the only software product that combines a proven personal productivity engine used by over 15 million people with powerful Customer Relationship Management system. With collaboration, sales, marketing, and project management features, PlanPlus Online’s Business CRM solution enables productivity and ensures accountability within your organization.Starting Price: $12 per user per month -
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CountingWorks Pro
ClientWhys
The CountingWorks Pro marketing software platform is built specifically for CPAs, tax accountants, enrolled agents and tax professionals, and provides easy, automated 360° marketing for your practice to generate more referrals, stay in touch with clients and build a five-star practice. Our suite of services includes custom-built websites, blogging & content, email marketing, search engine optimization, social media, lead & client management, reputation building, and a secure client portal (with appointment setting and eSign). Provide a personalized digital experience with a fully branded ClientHub and manage the entire client relationship all in one place. Expand your margins and generate more revenue with your existing client base with targeted client marketing campaigns. Put your growth on autopilot with fully automated digital marketing campaigns that drive more qualified traffic and turn visitors into qualified leads and clients. -
50
NOVACRM
NOVACRM
NOVACRM is a comprehensive real estate operating system designed to streamline and enhance various aspects of real estate business operations. It offers robust email marketing capabilities, allowing users to create and manage personalized campaigns with professionally designed templates and advanced analytics to monitor sends, opens, and clicks. The platform also provides social media management tools, enabling users to schedule posts, track performance, and manage campaigns across multiple platforms from a single dashboard. Additionally, NOVACRM features AI-powered outbound calls for lead generation, prequalifying leads, scheduling meetings, and lead revivals, enhancing client engagement and business growth. With over 100 integrations, NOVACRM offers endless opportunities to connect with various tools and services, making it a versatile solution for real estate professionals.Starting Price: $79/Month
