Best CRM’s

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A CRM is a Contact Relationship Management System. It's more than a database as it usually emcompasses a communication aspect within the system such as email drip, sms text messaging, social media, and so forth.
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Lori Ballen is a member of the Amazon Associates Program and earns money from qualifying purchases. Posts contain affiliate links that benefit Lori as well.

CRM is a Contact Relationship Management System. It's more than a database as it usually encompasses a communication aspect within the system such as email drip, SMS text messaging, social media, tasks, appointment setting, and so forth.
Best Crms 1

CRM is a Contact Relationship Management System. It’s more than a database as it usually encompasses a communication aspect within the system such as email drip, SMS text messaging, social media, tasks, appointment setting, and so forth.

Most of the popular CRM’s also integrate with other 3rd party applications. Many can be connected through software like Zapier.

Agile CRM

With Agile CRM, you can automate your sales, marketing, and service in one platform. Prevent data leaks and enable consistent messaging.

  • 360 Contact View
  • Timeline
  • Calendar
  • Events
  • Deals
  • Documents
  • Project Management
  • Reporting
  • Telephony
  • Lead scoring
  • Appointment Scheduling
  • Gamification
  • Autodialer
  • Lead Prospector
  • Email Marketing
  • Newsletters
  • Email Tracking
  • Multi-Channel Campaigns
  • Video emails
  • Landing Pages
  • WebForms
  • Web Pop-Ups
  • Push Notifications
  • Exit Intent
  • Social CRM
  • Social Listening
  • Automated Voicemails


  • Messenger-Based CRM
  • Contacts & Leads
  • Sales Analytics
  • Digital Pipeline
  • Mobile Application
  • 2-Way Email Sync
  • Website Integrations
  • VoIP Integration
  • Customizable CRM
  • Tasks & Notifications
  • Dashboard & KPIs


  • Power Dialer
  • CRM
  • Predictive Dialer
  • Email Automation
  • SMS
  • Pipeline
  • Reporting
  • Leaderboard


Copper is a CRM with features like:

  • Organize Contacts
  • Automate Tasks
  • Security and Privacy
  • Track Deals
  • Get Reports
  • Manage Projects NEW
  • Integrations


  • Proposals
  • Scheduling
  • Contracts
  • Automation
  • Integrations
  • All-in-one


3 Plans to choose from. Features and pricing not listed.


Keap is a CRM with multiple plans and features.


This sales and marketing tools help you get more done with less work so you can grow your business.

  • Client Management CRM
  • Email Marketing with Drips and Autoresponders
  • Messages
  • Appointments
  • Sales Pipeline
  • Marketing Automation with ‘If This, Then That Funnels’
  • Quotes
  • Invoices and Payments
  • Reporting and Insights
  • Lead Magnet Forms
  • Newsletter Templates

A popular task management tool, offers many features.

A visual tool to manage any project or team

Plan, organize, and track even the most complex projects.

  • Forms
  • Project Management
  • Calendars
  • Dashboards
  • Automations
  • Timeline
  • Notifications
  • File Sharing
  • Time Tracking
  • Work Spaces
  • Whiteboard Collaboration
  • File storage


  • Find every contact, customer, and conversation
  • Automate your sales process
  • View and track your leads
  • Get everyone on the same page
  • Report on your performance


Streak is a CRM for gmail.

CRM For Gmail

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Multipurpose.

  • Task and reminders
  • Enriched contacts
  • Custom columns & fields
  • Magic columns & fields
  • Search & autocomplete
  • File attachments
  • Import & export
  • Pipeline Management
  • Project Management
  • Business Development
  • Fundraising
  • Support (Tickets)
  • Recruiting
  • Real Estate


Pipedrive can help you grow sales, track activity, manage teams, and so much more.

Designed to keep you selling

When you need to stay laser-focused on the right deals, Pipedrive is here to support you.

  • Grow Sales Pipelines
  • Track Sales Activity
  • Report Revenue Visually
  • Learn with AI
  • Manage Teams
  • Protect Data
  • Tasks
  • Emails
  • Reminders
  • Webhooks
  • Open API
  • Important Fields
  • Leads Inbox
  • Chat Integration
  • Labels and Filters
  • Activities
  • Qualify and Route Leads
  • Appointments
  • Embed Web Forms
  • Deal Probability
  • Products Catalogue
  • Advanced Reporting

Zoho CRM

  • Sales Force Automation
  • Lead Management
  • Deal Management
  • Contact Management
  • Workflow Automation


  • CRM
  • Automation
  • Pipeline
  • Workflow

Real Estate CRM’s

Autopilot ISA

Autopilot ISA was created by Ballen Brands. It’s built on Infusionsoft, but specialized for real estate.

“30 minutes after getting up and running with AutoPilot ISA, I received my first response to an automated text. Ballen Brands, your suite of products is genius!!” – Michael Shetler

  • Real Estate Campaign Suite
  • Autopilot ISA
  • Automated Lead Nurturing
  • My Day Assistant
  • Lead Organization
  • Pipeline Management
  • Lead Forms
  • Automation
  • Email Broadcasts
  • Customizable Dashboards
  • Custom Funnels
  • Drip Email Campaigns
  • If This, Then That actions
  • Custom fields, Tags, Dates, Notes
  • Drip Text Campaigns (add on dialer)


  • Success Assurance
  • Consumer Website
  • Lead Generation
  • Predictive CRM
  • Success Management
  • Now Mobile App
  • Integration Partners
  • Coaching


Chime is a CRM used by real estate agents.

  • Lead Generation
  • AI
  • IDX
  • Power Dialer
  • Lead Score
  • Smart Suggestions
  • Listing Management
  • Reporting


  • Bulk Messaging (Daily)
  • iPhone and Android Apps
  • Best-Time-To-Send Email Intelligence
  • Personal Automated Campaigns
  • Deal Management Workflow
  • Contact Relationship Insights
  • Email/Text Template Library
  • Lead Nurturing Content

LionDesk [Real Estate]

  • AI-powered ISA
  • Follow up texts for up to 12 months
  • Enter your properties and track your closings
  • Automate your tasks
  • Manage deadlines
  • Integrated Video Emails and Video Texting
  • Contact Management
  • Lead Distribution
  • Autoresponders
  • Power Dialer (add-on)
  • Click to call
  • Direct Mail


Mojo is a Real Estate CRM. It’s for prospectors primarily and includes a Power Dialer.

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Ballen Blogger was created by Lori Ballen. Lori’s passion has always been content marketing. A natural-born “teacher”, Lori shares her top strategies on how to make money online through SEO content and social media strategies.


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