Best all-in-one CRM for real estate agents in 2026

What is the best CRM for real estate agents?

The best CRM for real estate agents connects contact management with scheduling, contracts, transaction tracking, and client communication. Plutio ($19/month) combines all of these in one platform, so your lead pipeline flows naturally into showings, offers, and closed deals without data living in disconnected silos.

Unlike generic CRMs built for sales teams, Plutio understands the real estate workflow. Leads become consultations, consultations become active buyers or sellers, active clients become transactions, and transactions become closed deals. Each stage connects to the next without manual data entry.

How much does Plutio cost for real estate agents?

Plutio Core costs $19/month and includes CRM, scheduling, contracts, project management, and client portals. Pro ($49/month) adds team collaboration features. Max ($199/month) includes white-label branding and priority support. All plans include the same features. Pricing is based on usage, not feature restrictions. 14-day free trial available.

Most real estate agents start with Core for $19/month, which handles up to 9 active clients. Agents with teams or higher client volumes move to Pro for $49/month, which supports unlimited clients and up to 30 team members.

Can I track leads through a customizable pipeline?

Yes. Plutio CRM supports fully customizable pipelines. Create stages that match your actual workflow: New Lead, Consultation Scheduled, Actively Searching, Offer Submitted, Under Contract, Closed. Drag leads between stages as relationships progress. Each lead shows complete history of communication and activity.

Pipeline stages adapt to your process. Some agents use simple stages: Lead, Active, Closed. Others use detailed stages: Initial Contact, Consultation Scheduled, Pre-Approved, Actively Searching, Offer Submitted, Under Contract, Closing Scheduled, Closed.

Can clients book showings and consultations online?

Yes. Self-service scheduling pages let clients book appointments based on your real-time availability. Set different time slots for consultations, showings, and open houses. Automated confirmations and reminders reduce no-shows. Calendar syncs with Google and Outlook so personal commitments stay protected.

Can buyers and sellers see their transaction status?

Yes. Client portals give each buyer or seller access to their transaction timeline, upcoming tasks, signed documents, and communication history. Clients check status anytime without calling or texting you, which reduces the volume of status update requests agents handle daily. The visibility reduces anxiety and builds trust throughout the transaction, from initial offer through closing day.

Does Plutio handle real estate contracts and e-signatures?

Yes. Create contracts from templates: listing agreements, buyer agency contracts, purchase offers, amendments. Send for digital signature from any device. Track signature status in real-time. Every signed document attaches automatically to the right transaction record for easy reference during negotiations or closing.

Can I track transactions from offer through closing?

Yes. Each transaction becomes a project with timeline, task list, documents, and communication history. Task templates ensure nothing gets missed: inspection scheduling, title work, mortgage contingencies, appraisal, final walkthrough. Deadlines trigger automatically based on contract dates.

Transaction phases organize complex deals systematically. Offer accepted triggers Phase 1: Due diligence with inspection and financing tasks. Inspection complete triggers Phase 2: Financing with appraisal and loan approval tasks. Appraisal complete triggers Phase 3: Final walkthrough with closing preparation tasks.

Does Plutio integrate with MLS systems?

Plutio doesn't integrate directly with MLS but handles the relationship and transaction management side while you use your brokerage's MLS tools for property searches and listings. MLS handles inventory, Plutio for client relationships and deal management.

When you find properties in MLS that match a buyer's criteria, add those properties to their Plutio contact record as notes or attachments. The showing schedule connects to the buyer's project timeline.

Can I manage my sphere of influence in Plutio?

Yes. Your sphere of influence (past clients, friends, family, professional contacts) lives in Plutio CRM. Tag contacts by relationship type, set follow-up reminders, and track every interaction. The agents who stay top-of-mind between transactions capture referrals when people in their network are ready to move.

Tag contacts by relationship type: past buyer, past seller, referral source, potential buyer, potential seller. Set follow-up reminders based on life events. When someone in your sphere gets married, has a baby, or changes jobs, those triggers remind you to check in.

Does Plutio work for teams or just individual agents?

Both. Individual agents use Plutio to manage their entire business. Teams share contacts, assign transactions, and collaborate on deals. Admin controls determine who sees what. Assistants handle scheduling while only licensed agents handle contracts.

Team permissions control access precisely. Assistants can manage schedules and update contact records but cannot send contracts. Licensed agents handle all contract-related activities.

Can I brand client portals with my brokerage identity?

Yes. Client portals display your branding: logo, colors, domain. Clients see your professional identity, not Plutio's. The Max plan includes white-label branding (custom domain, no Plutio mentions) for agents who want complete brand control.

Branding extends beyond logos and colors. Automated emails carry your branding. Invoices show your brokerage identity. Contracts display your professional letterhead.

How does Plutio compare to real estate-specific CRMs?

Real estate-specific CRMs focus on contact management but typically lack integrated contracts, project management, and client portals. You end up adding separate tools for those functions. Plutio combines everything in one platform, which means less app-switching and no data falling through cracks between systems.

Real estate-specific CRMs excel at MLS integration and property data, but they often lack business management features. Plutio handles the business operations side that those tools miss.

Can I track referral sources and marketing ROI?

Yes. Tag each lead with its source: Zillow, referral, open house, social media, past client. Over time, you'll see which channels produce closed deals versus tire-kickers. Source tracking helps you invest marketing dollars where they actually generate commission.

Source tracking reveals conversion patterns. Zillow leads might convert at 12% but generate high volume. Referrals might convert at 45% but generate lower volume. These numbers guide marketing budget allocation.

Does Plutio have a mobile app for agents in the field?

Plutio is fully responsive and works on any device browser. Access contacts, check schedules, send contracts, and update transaction status from your phone while at showings or between appointments. No separate app to install. Everything syncs automatically.

How do I migrate existing contacts to Plutio?

Import contacts from CSV exports of your current CRM, spreadsheets, or email contacts. Map fields during import to ensure data lands in the right places. Most agents complete migration in under an hour, then start building complete relationship histories in Plutio going forward.

CSV import handles bulk contact migration efficiently. Export your contact list from your current CRM or spreadsheet. Map fields during import: name, email, phone, address, tags, notes. Plutio matches fields automatically, but you can adjust mappings to match your data structure.

Can I track marketing campaigns and their results?

Yes. Tag leads with marketing source to track which campaigns generate closed deals. Over time, you'll see conversion rates by channel, which guides where to invest marketing dollars.

Source tracking reveals which marketing channels deliver results. Zillow leads might convert at 12% but generate high volume. Referrals might convert at 45% but generate lower volume. These numbers help you allocate marketing budgets effectively.

How do I manage open house events?

Create scheduling pages for open house events with specific dates and time slots. Attendees book appointments through scheduling link. Their contact information captures automatically for follow-up.

Open house management tracks attendance and follow-up. When attendees book appointments, their contact records create automatically. Tag attendees by interest level and follow up based on engagement.

Can I create automated follow-up sequences?

Yes. Set up automated follow-up sequences based on lead behavior and timeline. When leads don't respond, automated reminders keep you top-of-mind until they're ready to move.

Follow-up sequences maintain relationships between transactions. Past clients receive regular check-ins based on life events. Active leads receive updates about new listings matching their criteria.