Best CRM Software for Real Estate Management

Enterprise solutions designed for large brokerages to automate Real Estate Agent, Realtor, and Team marketing for success. Our powerful automated marketing and CRM tools automatically prospect and retain clients for life, generating up to 3X more business!

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Building Relationships & Business.

While you’re busy closing a deal and keeping a client happy, RealEstateHalo shares prospecting marketing with their neighbors, automatically entering data into your multi-year retention programs and seamlessly transitioning their status to a client.


RealEstateHalo automatically sends a variety of marketing and other communications to your past and potential clients to keep you top of mind when their home is coming to market or they are ready to buy. Our customizable media include Every Door Direct Mail (EDDM), Just Listed & Just Sold postcards, targeted eMails, moving coupons, direct mail, and much more.

Active Clients

RealEstateHalo’s automated tools make client follow-up easy and productive. With our dynamic retention program you’ll retain your clients while developing relationships with future ones through referrals and marketing. We do the time-consuming work behind the scenes so that your business can enjoy a seamless automated marketing experience!

Your Best CRM software for Real Estate Management

RealEstateHalo is your all-in-one solution for every marketing & CRM need, built exclusively for the Real Estate industry. Check out our video to see how our automated real estate marketing solutions can help grow your relationships and supercharge your sales pipeline.

Real Measurable Results

For nearly 50 years, RealEstateHalo has been saving Real Estate Agents time and money while generating more leads, referrals and positive results to win more business. Most importantly, we help you retain clients for life by keeping in-touch with them for many years to come.


Features of Our Real Estate CRM Software

Automated Prospecting

Set It and Forget It

Get all the lead generation and relationship marketing your team needs to give them the forward-edge to nurture relationships and close more deals.


Empower Your Team

Get a complete suite of user-friendly tools created exclusively for the real estate industry. Grow relationships, expand referrals and increase revenue growth from one easy-to-use dashboard.


Optimize Your Exposure

Our Co-Marketing platform allows you to connect to your Real Estate Agent Partners while streamlining your co-marketing. We make it easy to boost sales, expand your promotional reach and strengthen your Real Estate Agent partnerships.

On-Demand Marketing

One-Stop for Customized Marketing

We offer the best platform for real estate marketing where your team can quickly and easily order anything from direct mail to eMail blasts and more, all with your logo and company information automatically added to maintain your company’s brand.

RealEstateHalo Has You Covered

We’re continuously improving our applications, database, processes and systems to give your team the best tools available.

Why Agents Love Us

Awesome! I have been realtor for 47 years. t is a great way to stay in contact with your past clients.

Delores D. Real Estate Agent

We couldn’t be happier with RealEstateHalo! Our agents love having access to all the client data right at the fingertips. They are able to make changes as well! I like the store as well.

Renny D. Real Estate Broker

Staying Top Of Mind Has Never Been Easier! I love the multiple touch points throughout the year! It has never been easier to remain in touch with my past clients. With the automated postcards and online surveys, my clients receive several opportunities to ask for more information. I love the dashboard and ease of pulling reports.

Iris B. Real Estate Agent

The automation and the ease of use. As a newbie with so may things to learn, this was amazingly simple!

Michele U. Real Estate Broker

I love this software because people remember who I am. In this business it is very easy for people to forget who their realtor is. This software helps to remind them!

Wendy V. Real Estate Broker Associate

Our Partners


Frequently Asked Questions

It is designed exclusively for the mortgage industry, providing a complete suite of user-friendly tools to grow relationships, expand referrals, and increase revenue growth—all from an easy-to-use dashboard.

It offers co-marketing platforms allowing seamless connections with Real Estate Agent Partners, streamlining co-marketing efforts, and enhancing promotional reach and partnerships.

RealEstateHalo automatically sends marketing communications for milestone events, birthdays, applications, and more. It also includes ClientTracker™ for monitoring hot leads and opportunities for mortgage refinancing or home sales.

It stands out by offering a comprehensive suite of features designed exclusively for the mortgage industry. Its powerful marketing automation tools are engineered to perform daily marketing tasks automatically, making it an all-in-one solution for generating leads, nurturing client relationships, and optimizing the potential for repeat business.

RealEstateHalo integrates seamlessly with your business’s Loan Origination System (LOS), syncing with client data and business software to enhance efficiency and data management.

It distinguishes itself by leveraging automated marketing and ClientTracker™ technology to identify and notify loan officers of hot leads and refinance opportunities. This ensures efficient lead generation and nurturing, helping to increase repeat business and referrals within the mortgage industry.

Our best CRM software for real estate management includes sending targeted emails, milestone communications, and monitoring for lead generation opportunities, allowing realtors to focus on closing deals and client satisfaction.

RealEstateHalo provides staff training and support for loan officers, sales managers, and more, ensuring your team is fully equipped to leverage the platform’s capabilities.

Its combination of automated marketing, CRM, co-marketing opportunities, and customizable marketing solutions tailored specifically for the mortgage industry makes it a top choice.

It uses military-grade encryption to protect data and stays up-to-date with industry regulations and standards to safeguard brands and avoid compliance issues, ensuring a secure and compliant marketing platform.