A Guide to Using a CRM As a New Agent

A Guide to Using a CRM As a New Agent

Published by Kartik Subramaniam

Reading Time : 4 minutes

Crm as a new agent

Customer Relationship Management software (CRM) can be one of the best ways for a new real estate agent to become more effective at managing the varied aspects of their business. With CRM software, you will be able to make better use of your time, enhance your sales and marketing efforts, gain practical knowledge concerning lead generation and servicing, client contacts, deal forecasting and profitability, and gain a powerful sales reporting tool. Use it to schedule your bookings and appointments, manage more leads and close more deals. Chances are that if you join an established brokerage firm as a newly-licensed agent, there will already be a CRM in place. However, based on 2021 information, here's an overview of the 10 most-highly-rated platforms on the market in 2021. They are tailored to help you become the real estate "superstar" you want to be.

Monday CRM

This award-winning software boasts an extremely user-friendly and intuitive interface and is thoroughly customizable with no need for coding or IT. It's also extremely flexible and allows high-level collaboration between sales, marketing & customer service teams. With a 9.9 rating on a 10-point scale, it also offers a 14-day free trial and is budget-friendly at a rate of $8 per month per user, with a minimum of three users.



This highly-rated CRM puts the focus on managing leads and closing deals, with the ability to easily track calls, emails and contact history, in addition to more than 150 advanced integrations. It is suitable both for small business and enterprise use, and features an exceptional customer support response time of one minute or less. It, too, is priced per user, at a current rate of $12.50 a month,and has a 14-day free trial.

Fresh sales

This CRM offers an automation solution that simplifies both pipeline tracking and individual account management for sales teams. With drag-and-drop navigation, and a built-in ability to predict revenue and forecast sales, it is highly customizable and relies on AI to help users with sales forecasts and revenue predictions. It is probably best for sales teams that will benefit from insights into the best deals to pursue. It offers a 21-day free review, but its more expensive than the previous two options.


This platform, available as a mobile Android app, gives users the ability to easily integrate CRM, marketing and sales automation and payments. Agents can personalize messages sent to clients or leads, automate follow ups, access all client activity in one place, and sync with Gmail or Outlook inboxes. With a strong focus on tracking of customer activity, this is a good CRM for a single user interested in client management and messaging. It also offers a 14-day free trial and is reasonably priced.


The biggest advantage of this CRM is its ease of use and quick setup. Although simplicity may be its major attraction, it offers the ability to attach an unlimited number of documents to lead records, in addition to the ability to share leads with other team members. Deemed highly advantageous for new real estate agents, it requires minimal training and offers a generous 30-day trial. It,too, can be integrated with Gmail or outlook. Data import or export is also easy with Capsule.


If you're seeking a CRM designed for small businesses, this might be the perfect choice for you. It is flexible and intuitive, but still offers integration with dozens of other platforms, and has strong tools to maximize customer engagement and track follow-up efforts. In addition, it provides a distinctive client portal that allows for some unique self-service use and easy exchange of documentation. It not only includes tools for customizable workflow automation and a built-in billing and invoicing system, but it is available for both Android and iOS mobile apps. VCITA offers a 14-day trial period and pricing varies.


Whether you are a solo entrepreneur or a member of a real estate team, there are many different software packages that you might consider. Each will have pros and cons, and not all are best for newly-licensed real estate agents. Deciding which one will best suit your needs can be difficult. In general, cloud-hosted solutions that can be quickly deployed offer the most flexibility, and those with a large user community and good support network will typically be easier to set up and use.

Many CRMs offer a free trial but beware of "free" or very low-price software. Look for a CRM with the ability to connect or integrate with other services you use. Read the reviews of the various products, thoroughly analyze your personal needs and expectations, evaluate CRM support-team availability and, if possible, talk to other users and ask for advice and insights from experienced brokers and other real estate professionals before making a decision. The free trials offered by most CRMs can provide needed time for you to evaluate the ease of use and suitability of a specific platform. However, understand that there are distinct advantages to be gained from early adoption of a CRM as you begin your real estate career and look forward to success in the exciting world of real estate. To read more about how to begin your career and become a real estate agent and to read more success stories from other agents you can go to our website to learn more https://www.adhischools.com.



Kartik Subramaniam

Founder, Adhi Schools

Kartik Subramaniam is the Founder and CEO of ADHI Real Estate Schools, a leader in real estate education throughout California. Holding a degree from Cal Poly University, Subramaniam brings a wealth of experience in real estate sales, property management, and investment transactions. He is the author of nine books on real estate and countless real estate articles. With a track record of successfully completing hundreds of real estate transactions, he has equipped countless professionals to thrive in the industry.

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