Best CRMs for real estate investors (teams of 20–50)

For real estate investors managing teams of 20-50 people, staying on top of client relationships, property information, and deal pipelines is crucial.

Even with the limited time available to manually update everything. Which is why unsurprisingly, in a market where timing and client relationships are important, having the right Customer Relationship Management (CRM) system can make a significant difference for mid-sized investment teams.

The best CRMs for real estate investors should be designed to meet the unique needs of growing teams in the industry, offering features such as lead management, communication automation, and robust analytic tools that scale with your organization. But there's a lot out there to comb through and consider for teams of your size.

In this blog post, we'll delve into the top CRM solutions specifically designed for real estate investors with teams of 20-50 people, highlighting those that provide powerful functionalities, ease of use, and customization options to help streamline your operations and maximize your investment potential.

Why you need a CRM

Implementing a CRM can make a huge difference in the way your team of 20-50 people manages real estate investors, streamlines processes, and enhances overall business performance while maintaining coordination across your growing organization.

Challenges without a CRM

It's hard to appreciate the benefits of a CRM without unpacking what kind of challenges mid-sized teams of 20-50 people face without the right CRM in their tech stack. Below are a few common challenges we've identified for growing real estate investment teams.

• Disorganization: Without a centralized system, managing investor data across multiple team members becomes chaotic, leading to lost information and inefficiencies that compound as your team grows.
• Missed opportunities: Lack of a structured follow-up process across team members can result in missed deals and potential investments slipping through the cracks, especially when multiple people are handling different leads.
• Inefficient processes: Manual tracking and communication across a team of 20-50 people can consume valuable time and resources that could be better spent on strategic activities and deal sourcing.
• Lack of insight: Without analytics and reporting tools that consolidate team performance, gaining actionable insights into investor behavior and market trends is challenging for growing investment firms.
• Inconsistent communication: Maintaining consistent and professional communication with investors across multiple team members is difficult without automated tools, which can harm relationships and trust with your investor network.

Benefits of a CRM

It goes without saying that the right CRM can improve your overall business performance for teams of 20-50 people. It has a direct impact on your relationships with real estate investors while ensuring team coordination and scalability. Some benefits you can expect include the following.

• Centralized information: All investor data is stored in one place accessible to your entire team of 20-50 people, making it easily manageable and ensuring everyone has the latest information.
• Enhanced efficiency: Automating routine tasks and processes saves time across your growing team and reduces errors that can occur when multiple people handle similar tasks.
• Improved customer relationships: Personalized communication and timely follow-ups coordinated across your team strengthen investor relations and ensure no opportunities are missed.
• Better decision-making: Data-driven insights and analytics help team leaders make informed decisions about resource allocation and investment strategies for your mid-sized firm.
• Increased sales: Streamlined processes and better relationship management across your team lead to higher conversion rates and more closed deals.
• Consistent communication: Automated tools ensure regular and professional communication from all team members, fostering trust and loyalty among your investor network.
  

Key features of a CRM for real estate investors

But with a lot of CRMs to consider, it can feel overwhelming for teams of 20-50 people without a basic understanding of the key features you should be looking for in order for one to get on your short list. Below are some you should have at the top of mind and its benefit for mid-sized investment teams.

• Automated processes: Streamlines tasks by automating repetitive workflows across your team of 20-50 people, allowing real estate investors to focus on high-value activities while ensuring consistency in operations.
• Contact enrichment: Automatically finds leads, investors, customers, and investment opportunities' email addresses and contact information for your entire team, enhancing efficiency and ensuring you never miss a potential deal.
• Structured pipeline: Tracks leads, investors, customers, and investment opportunities through defined stages that your entire team can access and update, ensuring process clarity and effectiveness across your growing organization. This helps in managing multiple deals simultaneously without losing track of any.
• Email sequences: Increases communication efficiency with follow-up templates and automated sequences that maintain consistency across all team members, ensuring timely and professional engagement with prospects and clients.
• LinkedIn connection: Seamlessly imports leads, investors, customers, and investment opportunities from LinkedIn and tracks conversations within the CRM for your entire team, making it easier to build and maintain professional relationships at scale.
• Analytics: Provides essential data analysis and predictive insights for better planning across your team of 20-50 people. This feature helps in making informed decisions based on real-time data and trends while tracking team performance.
  
  

How to evaluate and choose a CRM platform

Now that you're ready to look for a CRM for your team of 20-50 people, how do you go about building your shortlist? Below are a few pointers to get you started for mid-sized real estate investment teams.

1. Define your requirements

For real estate investors with teams of 20-50 people, the right CRM should offer specialized features like property management, deal tracking, and investor communication tools that scale with your organization. Make a list of must-have functionalities such as automated follow-ups, lead scoring, team collaboration features, and integration with other real estate software. This will help you focus on platforms that cater specifically to the needs of growing real estate investment firms while ensuring all team members can work efficiently together.

2. Budget considerations

While evaluating CRMs for your team of 20-50 people, it's crucial to balance cost with the return on investment. Affordable CRM solutions for mid-sized real estate investors in 2024 offer competitive pricing without compromising on essential features. Look for platforms that offer scalable pricing models, so you can add team members as your business grows without facing significant financial strain or per-user costs that become prohibitive at your team size.

3. Selection process

Start by researching CRM vendors that specialize in real estate investment management and can handle teams of your size. Read reviews from similar-sized investment firms, request demos that showcase multi-user functionality, and consult industry peers for recommendations. Make sure to verify the vendor's customer support quality and their ability to provide ongoing updates and improvements to the software that will benefit your growing team.

4. Making the decision

Once you have a shortlist, take advantage of free trials to test each platform's user-friendliness and feature set with multiple team members. Compare how well each CRM meets your specific needs, such as managing multiple properties and tracking investor relations across your team of 20-50 people. Finally, involve your key team leaders in the decision-making process to ensure the chosen CRM aligns with your firm's operational workflows and growth objectives.

5. Get a demo

Before committing to a CRM for your team of 20-50 people, it's crucial to see it in action with multiple users. A demo can help you understand how the CRM's features align with your real estate investment firm's needs and how well it facilitates team collaboration. You can visualize how it manages property listings, tracks investor communications, and handles deal flows across your growing organization. To get started, request a demo of folk CRM and see how it can streamline your processes for mid-sized investment teams.

👉🏼 Try folk now to import LinkedIn leads and never miss a follow-up on deals

Tips for implementing a CRM

Before you start implementing your shiny new CRM and sharing access with your team of 20-50 people, don't forget these three simple steps for a successful rollout across your organization.

1. Import your data in your new CRM

Transitioning to a new CRM is seamless when you efficiently import your existing data for your entire team to access. Start by exporting your data as a CSV file from your current CRM or spreadsheets. This ensures that all your property listings, investor details, and deal information are accurately transferred and immediately available to all team members in your organization of 20-50 people.

2. Create a first pipeline

Once your data is imported, it's time to set up your first pipeline that your entire team can use consistently. Tailor the pipeline stages to reflect the real estate investment lifecycle that works best for teams of your size. For example, stages could include "New Lead," "Property Evaluation," "Offer Made," "Under Contract," and "Closed Deal." This customization helps your team of 20-50 people track the progress of each investment opportunity and ensures no deal slips through the cracks across multiple team members.

3. Onboard your team

A CRM is only as effective as its users, especially when you have 20-50 people who need to use it effectively. Ensure that your entire team is well-versed in using the new system. Schedule comprehensive training sessions to familiarize them with key features, such as managing property listings, tracking investor communications, generating reports, and collaborating effectively. A well-onboarded team of your size will maximize the CRM's potential, leading to better organization and more successful investments across your growing firm.

The 5 best CRMs for real estate investors

1. folk

folk CRM is the perfect CRM for real estate investment teams of 20-50 people, combining powerful features with intuitive design to help mid-sized firms manage investor relationships, track deals, and scale operations efficiently without the complexity of enterprise solutions.

‍

Key features

• Contact enrichment: Automatically enriches contact details by finding emails and LinkedIn URLs for your entire team of 20-50 people, making it effortless to reach out to potential investors and property owners without manual research or expensive third-party tools.
• LinkedIn integration: Seamlessly import contacts from LinkedIn, track conversations within folk CRM, and use templates for quicker, streamlined communication that maintains consistency across your team while identifying new investment opportunities and investor networks.
• Email integration: Full email sync, templates, and tracking features specifically designed for teams of 20-50 people, enabling users to manage all communications directly from the CRM while ensuring team-wide visibility and coordinated outreach to investors and prospects.
• AI-powered features: AI tools assist real estate investment teams in managing contacts and relationships, automating routine tasks like data entry and follow-up scheduling, and suggesting the best next actions to improve deal conversion rates across your growing organization.
• Integrations: Native connections with real estate tools (including WhatsApp for investor communication, PandaDoc for contracts, Salesforge for outreach, Kaspr for prospecting, and Allo for team coordination), plus an open API alongside Zapier and Make to connect folk CRM to 6,000+ additional tools your investment team might need.

Pros

• Perfect for mid-sized teams: folk CRM is specifically designed for teams of 20-50 people, offering the right balance of powerful features and simplicity without the overwhelming complexity of enterprise solutions or the limitations of basic CRMs.
• Real estate investor-friendly: Built with features that real estate investors actually need - from tracking property deals and managing investor communications to nurturing leads and analyzing market opportunities across your entire team.
• Exceptional team collaboration: Unlike other CRMs, folk CRM excels at facilitating seamless collaboration among team members, ensuring everyone stays aligned on deals, investor relationships, and pipeline progress without communication gaps.
• Cost-effective scaling: folk CRM's pricing structure is ideal for growing investment firms, offering enterprise-level features at a fraction of the cost of competitors, with transparent pricing that won't break your budget as you add team members.
• Lightning-fast implementation: Get your team of 20-50 people up and running in days, not months, thanks to folk CRM's intuitive design and comprehensive onboarding support specifically tailored for real estate investment teams.

Cons

• Advanced analytics and forecasting: folk CRM provides pipeline and deal stage analytics, weighted revenue forecasting, and customizable reporting with breakdowns by owner, channel, industry, region, or any custom field, plus detailed dashboards for team performance.
  

Price and plans

You can try folk CRM for free with a 14-day free trial, perfect for testing with your team of 20-50 people. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month
• Premium: $40 per user, per month
• Custom: Starts from $60 per user, per month

2. HubSpot

Hubspot CRM is a comprehensive platform offering integrated marketing and sales tools, but its pricing can quickly become prohibitive for real estate investment teams of 20-50 people, especially when you need advanced features that come at premium tiers.

Key features

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, essential for attracting potential investors and leads, though costs can escalate quickly for mid-sized teams.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, crucial for managing investment opportunities and closing deals across your team.
• Lead Scoring: Prioritize leads with predictive scoring to improve sales efficiency, helping investors focus on high-potential opportunities, though advanced features require higher-tier plans.
• Operations Hub: Syncs and automates business processes across different systems, streamlining workflows for managing properties and investments.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track metrics and gain insights into business performance, vital for making informed investment decisions.

Pros

• User-friendly interface: The intuitive and easy-to-use interface makes it accessible for users of all skill levels, allowing real estate investors to quickly adapt and start managing their investments efficiently.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, making it ideal for small real estate investment firms looking to minimize costs, though limitations become apparent as teams grow.
• Seamless integration with marketing tools: Integrates smoothly with its marketing, sales, and service hubs, creating a unified platform for managing leads, investors, and investment opportunities.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, helping investors save time and improve efficiency.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track metrics and gain insights into business performance, essential for making data-driven investment decisions.

Cons

• Extremely expensive for mid-sized teams: HubSpot's pricing becomes prohibitively expensive for teams of 20-50 people as you need advanced features, often costing 3-5x more than folk CRM for similar functionality.
• Limited customization in lower tiers: The free plan and lower tiers have limited customization options, which can restrict flexibility for growing investment firms of your size.
• Complexity in advanced features: Some advanced features, such as custom reporting and workflows, have a steep learning curve and may require additional training for your team.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, which can be a significant drawback for firms with larger investor lists.
• Hidden costs everywhere: Many useful features come as expensive add-ons, significantly increasing the total cost of ownership for teams of 20-50 people compared to all-inclusive solutions like folk CRM.
  
  

Price and plans

Prices and plans on the CRM suite for an annual subscription are as follows, which can become extremely costly for teams of 20-50 people.

• Starter: $15 per user, per month.
• Professional: $450 per user, per month.
• Enterprise: $1,500 per user, per month.

3. Salesforce

Salesforce is an enterprise-grade CRM platform that's overly complex and expensive for most real estate investment teams of 20-50 people, requiring extensive customization and technical expertise that makes it impractical for mid-sized firms.

‍

Key features

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, customer service, and custom app development, suitable for managing leads, investors, customers, and investment opportunities, though often overly complex for mid-sized teams.
• Customization and scalability: Salesforce is highly customizable and scalable, allowing real estate investors to tailor the platform to complex workflows, though this requires significant technical expertise.
• Artificial Intelligence (AI) integration: Salesforce Einstein offers AI-driven analytics and automation, providing insights that help optimize investment strategies, though at a premium cost.
• Extensive integration capabilities: With Salesforce's AppExchange, investors can integrate the platform with a wide range of third-party applications, ensuring seamless operation across different business systems.
• Enterprise-grade security and compliance: Salesforce provides robust security measures and compliance features, critical for handling sensitive customer and investment data.

Pros

• Comprehensive feature set: Salesforce offers an extensive range of features covering sales, service, marketing, and more, making it a powerful tool for managing all aspects of real estate investment relationships.
• Highly customizable: Salesforce is highly customizable, allowing real estate investors to tailor the platform to their specific needs with custom fields, objects, and workflows.
• Extensive integration capabilities: Salesforce integrates with a vast array of third-party applications, as well as its own ecosystem of tools, enabling seamless data flow across platforms.
• Scalability: Salesforce is highly scalable, making it suitable for real estate investment firms of all sizes, with the ability to grow with your business.
• Advanced analytics and reporting: Salesforce provides powerful analytics and reporting tools, allowing investors to gain deep insights into their data and make informed decisions.

Cons

• Prohibitively expensive: Salesforce can cost 5-10x more than folk CRM for teams of 20-50 people, with high licensing fees and additional costs for customization that make it financially impractical for most mid-sized investment firms.
• Massive complexity overkill: Due to its enterprise focus, Salesforce is unnecessarily complex for real estate investment teams of your size, requiring months of training and implementation compared to folk CRM's days.
• Requires dedicated IT resources: Initial setup and ongoing maintenance often require certified consultants and dedicated IT staff, which is unrealistic for most teams of 20-50 people.
• Poor ROI for mid-sized teams: Salesforce's robust features are massive overkill for teams of 20-50 people, leading to significant underutilization and terrible return on investment compared to purpose-built solutions like folk CRM.
• Hidden costs everywhere: Custom development, integrations, and advanced features come with substantial additional costs that can quickly multiply your initial investment far beyond your budget.
  

Price and plans

• Starter Suite: $25/user/month provides basic CRM features for small businesses
• Pro Suite: $100/user/month includes advanced tools for growing businesses
• Enterprise Plan: $165/user/month offers extensive customization and automation for large companies
• Unlimited Plan: $330/user/month provides comprehensive features for large enterprises
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises

4. Zoho

Zoho is a CRM system that offers reasonable value for teams of 20-50 people with features like sales pipeline management, workflow automation, and marketing tools, though it can be complex to set up and lacks the intuitive user experience that real estate investment teams prefer.

Key features

• Lead and contact management: Manages investor information, tracks interactions, and segments contacts for targeted campaigns across your team of 20-50 people.
• Sales pipeline management: Visualizes and manages investment opportunities with drag-and-drop functionality that your entire team can use effectively.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics on investment performance across your growing team.
• Workflow automation: Automates routine tasks and processes to improve efficiency and reduce manual effort in managing properties and leads across your organization.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage interactions with leads, investors, and customers from a centralized platform.

Pros

• Competitive pricing: Zoho CRM offers reasonable pricing with various tiers, making it accessible to real estate investment firms with teams of 20-50 people, though not as cost-effective as folk CRM's all-inclusive approach.
• Decent customization: Reasonable customization options allow real estate investors to tailor the CRM to their specific needs, including custom fields, modules, and workflows that can adapt as your team grows.
• Integration with Zoho suite: Seamless integration with other Zoho products (like Zoho Books, Zoho Projects, and Zoho Campaigns) creates a comprehensive ecosystem for managing different aspects of real estate investments.
• Multi-channel communication: Zoho CRM supports email, phone, social media, and live chat, enabling real estate investors to manage all interactions from a single platform across their entire team.
• AI-Powered features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve efficiency in managing leads and investments.

Cons

• Complex and time-consuming setup: The extensive customization options can be overwhelming for teams of 20-50 people, requiring weeks or months to configure properly compared to folk CRM's quick setup process.
• Steep learning curve: Initial setup and configuration can be complex, particularly for real estate investors without technical expertise or dedicated IT resources in mid-sized teams.
• Performance and reliability issues: Frequent reports of slow performance, especially with large datasets or complex operations, can hinder productivity for growing teams compared to folk CRM's reliable performance.
• Limited third-party integrations: While Zoho integrates well with its own suite of products, integration with real estate-specific third-party applications can be limited or require additional effort.
• Data migration headaches: Migrating data from other CRMs to Zoho can be difficult and time-consuming for teams of your size, often requiring manual adjustments and significant team coordination.
  
  

Price and plans

Free plan limited to three users suitable for small businesses. After that, an annual subscription plan is as follows, which provides reasonable value for teams of 20-50 people.

• Standard: $20 per user, per month
• Professional: $35 per user, per month
• Enterprise: $50 per user, per month

4. Capsule CRM

Capsule CRM is a simple customer relationship management platform designed for smaller businesses, but it lacks the advanced features and scalability that real estate investment teams of 20-50 people need to effectively manage complex deal pipelines and investor relationships.

Key features

• 1 sales pipeline: Track leads and investment opportunities through a basic sales process, though limited to a single pipeline which is highly restrictive for teams of 20-50 people managing multiple property types and deal stages.
• 30,000 contacts: Manage a large database of leads, investors, and customers efficiently across your growing team.
• Basic activity reporting: Gain limited insights into interactions and follow-ups with investors and clients, though reporting capabilities are quite basic compared to other solutions.
• Simple task management: Organize and prioritize tasks related to property investments and client management across your team.
• Limited workflow automation: Automate some repetitive tasks to save time, though automation features are significantly more limited than modern solutions like folk CRM.

Pros

• Simple interface: Capsule CRM offers a clean and basic design, making it easy for real estate investors to navigate, though this simplicity comes at the cost of advanced functionality needed by teams of 20-50 people.
• Basic contact and sales management: The platform provides fundamental tools for managing contacts, organizing investor information, and tracking investment opportunities.
• Limited customization options: Capsule CRM allows users to customize fields, tags, and pipelines to some degree, though options are quite restricted compared to folk CRM's extensive customization capabilities.
• Some integration capabilities: Capsule integrates with various popular third-party applications, including G Suite, Microsoft 365, and Mailchimp, creating a basic workflow for smaller teams.
• Lower-tier affordability: Capsule CRM's entry-level plans offer competitive pricing, though higher tiers needed for teams of 20-50 people become expensive relative to the limited functionality provided.

Cons

• Severely limited advanced features: Capsule CRM lacks essential features like advanced analytics, multiple pipelines, and complex reporting capabilities, which are crucial for teams of 20-50 people with sophisticated real estate investment needs.
• Inadequate for growing teams: While Capsule might work for very small firms, teams of 20-50 people will quickly outgrow its basic capabilities and find themselves needing more robust solutions like folk CRM.
• Poor customer support: Capsule primarily offers support through email and an online help center, which is inadequate for teams of your size who need responsive assistance when managing complex deals.
• Missing modern integrations: Capsule lacks built-in phone, SMS, and advanced communication features that are standard in modern CRMs, significantly limiting its effectiveness for investor outreach.
• Poor value at scale: While entry-level pricing seems attractive, the cost per user for plans suitable for teams of 20-50 people becomes expensive relative to the limited features offered compared to comprehensive solutions like folk CRM.
  

Price and plans

• Starter plan: Starts from $21 per user, per month.
• Growth plan: Starts from $38 per user, per month.
• Advanced plan: Starts from $60 per user, per month.
• Ultimate plan: Starts from $75 per user, per month.

Conclusion

Choosing the best CRM for real estate investors with teams of 20-50 people in 2024 comes down to finding a solution that perfectly balances powerful functionality, ease of use, and cost-effectiveness. After evaluating the top platforms, folk CRM emerges as the clear winner for mid-sized real estate investment teams. Unlike expensive enterprise solutions like Salesforce that are overkill for your team size, or basic platforms like Capsule that lack essential features, folk CRM is purpose-built for teams exactly like yours. Folk CRM provides everything your team of 20-50 people needs: seamless LinkedIn integration for prospecting, automated contact enrichment to save time, customizable pipelines that match your deal flow, and team collaboration features that keep everyone aligned - all at a transparent, affordable price point. While HubSpot becomes prohibitively expensive at scale and Zoho requires complex setup and maintenance, folk CRM gets your team up and running in days with intuitive features that require minimal training. The platform grows with your business, offering the scalability you need without the complexity you don't want. For real estate investment firms serious about optimizing their operations, enhancing investor relationships, and driving consistent growth, folk CRM is the smart choice. Try folk for free here and experience the difference a purpose-built CRM can make for your team.

👉🏼 Try folk now to set up pipelines and manage contact-based reminders with your team

Need a helping hand? Use our free tool to find your perfect CRM match.

FAQ

Which CRM is best for real estate investors?

The best option depends on team size and workflow. For 20–50 person teams, prioritize pipelines, automation, LinkedIn capture, email sequences, and analytics. folk CRM matches these needs and is quick to deploy: folk.

What features should a real estate investor CRM include?

Key features include stage-based pipelines, contact enrichment, email sync and sequences, LinkedIn import, automation, team permissions, analytics, and integrations such as e-signature and messaging.

How much does a CRM for a 20–50 person real estate team cost?

Most real estate CRMs cost $20–$60 per user/month for core features; advanced suites can exceed $100 per user/month. For mid-sized teams, folk CRM is $20–$40 per user/month, with a custom tier from $60.

How do you implement a CRM for a real estate investing team?

Clean and import data (CSV), build a pipeline that matches deal stages, set user roles and permissions, connect email and LinkedIn, automate follow-ups, train the team, and track adoption and results with dashboards.