Is there one (or a few) CRMs that are best for realtors in the US, in 2026?
I'm looking for one and wondering which ones are most recommended, and why.
Is there a particular CRM that has been a game changer for you, as a realtor?
I run a small freight forwarding company. Our customer history was a mailbox: who asked for 700 pallets, where a thread went quiet, which company bought three times and has not written since spring. Every CRM I tried wanted me to type all of that in by hand, so none of them lasted a month.
So I spent the last months building one that reads the mailbox instead. It connects over IMAP, Gmail or Microsoft 365, reads the history once, keeps it in sync, and remembers what each thread was about: deals closed, inquiries left open, quantities, products. From that it builds one list of companies worth another try.
On my own install: 13,688 conversations read, 181 companies enriched, 178 people with a real reason to call again.
Some notes for this sub specifically:
Everything runs on your machine. Postgres, the API, the app and the agent, four containers, one command to start. About 430 MB to pull, amd64 and arm64, runs fine on a 4 GB VPS.
The AI part is optional and it is yours. You paste an OpenRouter, OpenAI or Anthropic key, or you paste nothing and keep a normal CRM without summaries. Without a key nothing leaves the machine.
License is AGPL-3.0. Docs are at reloopcrm. com/docs, install is documented, and there is a rollback path in there too.
What it is not: it is early, I am the main user, there is no mobile app, no import from another CRM yet, and the win-back ranking is my own scoring, not something proven on other businesses.
Repo: github. com/reloopcrm/reloop
If you self-host something with a mailbox in it, I would like to hear where this breaks for you.
I just got asked to "do" CRM setup. I worked with the founder previously and they want me to come on to do something I honestly haven't done. They know this and said "just give it a try" lol.
The company has like 4 pieces of software that different teams are using to manage their departments (apartment renting software (pipedrive), some vacation rentals (cloudbeds), gym software (trybe), cafe software (sevenrooms), conference room booking, and events), it's a luxury apartment compex. I have set up a customer support CRM in the past and sales CRM in salesforce, but I am just lost. Nothing reliably feeds into their central CRM except the conference room bookings, but it's one way.
Would anyone lend me their time or advice on how to set this up? I can chat whenever, if you can warn me of pitfalls lmk.
Basically we have a TON of data in the cafe about the persona and each person bc they research people and tag them, so that's an interesting piece.
Right now I am making sure
The conference room data and events has no integration slated
I just got asked to "do" CRM setup. I worked with the founder previously and they want me to come on to do something I honestly haven't done. They know this and said "just give it a try" lol.
The company has like 4 pieces of software that different teams are using to manage their departments (apartment renting software (pipedrive), some vacation rentals (cloudbeds), gym software (trybe), cafe software (sevenrooms), conference room booking, and events), it's a luxury apartment compex. I have set up a customer support CRM in the past and sales CRM in salesforce, but I am just lost. Nothing reliably feeds into their central CRM except the conference room bookings, but it's one way.
Would anyone lend me their time or advice on how to set this up? I can chat whenever, if you can warn me of pitfalls lmk.
Basically we have a TON of data in the cafe about the persona and each person bc they research people and tag them, so that's an interesting piece.
Right now I am making sure
1) All the tags / classifications are uniform across the systems
2) All the tags have a home in hubspot and are organized
3) The de-duping is working in the CDP (customer data platform)
4) And most of all, our CRM is midway through an integration sevenrooms (cafe) and trybe (gym), but management is getting impatient. Should I try to build something with Zapier...? Or just leave it and upload manually in the meantime to make sure my framework makes sense...?
The conference room data and events has no integration slated
Hi everyone,
If you're looking for something straightforward and easy to use for cold calling and cold mailing without dealing with bloated, pricey cloud software, you might want to take a look at Prospect Legend (a tool I’ve been building, currently in beta).
I used to work at a call center a while back, and when I searched for a simple solution for my own prospecting needs, I found most tools are either too expensive for my needs or packed with unnecessary features. I relied on Excel sheets for a while, but tracking data over time can get a bit messy.
So, I built a no-nonsense tool that is 100% local for Windows, designed to avoid heavy setups or account creations, for solopreneurs or very small teams :
FULL DISCLOSURE:
The interface is currently in French
(English version coming very soon)
. Obviously, if there is enough interest from this community, I'll probably translate the whole thing into English!
No Cloud Sync: It operates using structured local .xlsx file rather than live native syncs with tools like Salesforce or HubSpot.
I’m looking for a few people (8 – 12 ppl) to test out the beta.
If you're open to testing it during a 30-day free trial period and sharing some much-appreciated feedback, DM me and I'll send over the link to the beta test recruitment page.
Have a great day, and thanks for reading!
This is a weekly post for you to let out about something which happened this week for you in CRM that mattered: features, client requests that were either great or awful this week, and just generally chat CRM / CRM consulting chatter.
No self promo, just a place to share tales from the front-line of CRM!
I’m looking to start using aCRM for a service business with highly custom jobs. I don’t need out reach, it’s the inbound customers I want to track better. Right now I have stuff scattered and spend too much time finding contact info, paper notes, photos via text etc.
-inbound is generally phone or email, occasionally text, possibly I could get captures through a website form
-one sales person
-capture and summarize phone calls (testing Quo and it works great as a stand alone)
-turn on recorder and capture in person meetings
-one place to see this customers last contracted date, and all recent communication (email, text, meetings, phone calls)
-integrate with Quickbooks, Gmail, dropbox would be nice too
-reminders or a dashboard to see pipeline, or who I need to follow up on estimates, who I need to get estimates out to, who I’m waiting on photos or other details to prepare my estimate
-once the estimate is approved and I schedule customer I want to keep tracking phone calls bc I can capture changes to the job. we have a lot of scope creep.
-I went through a hubspot sales talk and it seems too expensive ($1k/month) and too many features for me.
Login