Workflow software is essential for helping you stay organized while keeping up with your clients. Every real estate team wants to work efficiently and smoothly, and the proper workflow management software can do just that. The challenge is finding the best workflow software that is the right fit for your real estate business. That’s why I have found the best workflow software for your real estate business. Below you will find different workflow software that fit your specific business needs.

9 Best Workflow Software for Real Estate

  1. kvCore – Best Broker Alternative for Real Estate Businesses
  2. Monday.com – Best Software for Project Management Team Collaboration
  3. Dotloop – Best Transaction Management Software
  4. Pipedrive – Best Real Estate CRM and Pipeline Management Tool Software
  5. LionsDesk – Best Integrated CRM Platform and Marketing Automation
  6. Realvolve – Best Customized Workflow Software for Workspace and Communication
  7. Brokermint – Best Back Office Consolidation and Automation Software
  8. Streak – Best Gmail Integration Software for Real Estate CRM
  9. Avachato – Best SMS Texting and Live Chate for Real Estate Sales

1. kvCore – Best Broker Alternative for Real Estate Businesses

Workflow Software for Real Estate

PRICING: Does not provide pricing information. Must contact kvCore for current pricing.

If you’re looking for real estate workflow software built for automating and growing your business, then kvCore is the best fit for you. It will power up your business faster than many other software platforms. Saving you 35% on tech costs while building brand recognition.

KEY FEATURES:

  • AI-powered smart CRM
  • Streamlined business process
  • Higher conversation rate
  • Increased business impact
  • Fully customizable IDX websites
  • Marketing autopilot
  • Listing management and marketing
  • Robust integrations


REASONS TO BUY:

  • Lead management
  • Client engagement
  • Organized information
  • Easy to use


REASONS TO AVOID:

  • No option to edit the landing page
  • Restricted background options
  • Non-editable responses

2. Monday.com – Best Software for Project Management Team Collaboration

Best Workflow Software for Real Estate

PRICING: Free plan is up to 2 seats. Free trial for 14 days, no credit card needed. 30-day money-back guarantee. Basic plan starts at $10/seat/monthly or $8/seat/annually.

It is a cloud-based Work OS where you can create workflow apps to run processes, projects, and regular work in just a few minutes. Allows real estate teams to connect and collaborate without the hassle of coding. Monday.com will help you meet deadlines, discard manual work, gain valuable insight, and streamline processes.

KEY FEATURES:

  • Dashboards (main boards, shareable boards, and private boards)
  • Checklist tracking
  • Workflow automation (notifications, status changes, and recurring tasks)
  • Integration (third-party apps: Google Drive, Slack, Jira, and GitLab)

REASONS TO BUY:

  • Time tracking
  • Multiple board views
  • Visual project progress
  • Mobile app management
  • Low fees

REASONS TO AVOID:

  • Limitations for certain plans
  • Lacks task dependencies
  • Slow support

3. Dotloop – Best Transaction Management Software

Workflow Software for Real Estate

PRICING: Based on the number of users. Starts at $29/user/monthly.

All-in-one workflow transaction management software will enable you to process deals quickly and work efficiently to further your business with real-time visibility during transactions. It is an excellent tool for robust compliances, turn-key transactions, brand tools, and cloud storage.

KEY FEATURES:

  • Easy signature process (sign, scan, and send process)
  • Full-visibility for all transactions
  • Live agents
  • Unlimited loops
  • Brand tools
  • Cloud storage

REASONS TO BUY:

  • Easy to use
  • Low fees
  • Reliability
  • Convenience
  • Security
  • Privacy

REASONS TO AVOID:

  • Uploading information from the MLS on the phone app
  • Separate loops when a purchase doesn’t process
  • Search capabilities

4. Pipedrive – Best Real Estate CRM and Pipeline Management Tool Software

Best Workflow Software for Real Estate

PRICING: 14-day free trial. Starting at $14.90/per user/monthly

If you’re looking for a CRM pipeline management tool, then Pipedrive is the right software for your small or medium-sized team. You can have a streamlined overview of marketing and the entire sales process. All your emails, calls, and progress will be automatically tracked, which will allow you to focus on essential matters.

KEY FEATURES:

  • Activities overview
  • Revenue projection
  • Customizable reports
  • Workflow automation
  • Email and communication
  • CRM

REASONS TO BUY:

  • Easy to use
  • Saves time
  • Automation to improve responses and reduce follow-ups time
  • Increases productivity

REASONS TO AVOID

  • Poor customer support
  • Integration problems

5. LionsDesk – Best Integrated CRM Platform and Marketing Automation

Workflow Software for Real Estate

PRICING: 30-day free trial, no credit card required. Starts at $30/per month

A transaction management platform is what LionDesk can provide for your real estate business. It offers multiple features and is easy to customize pipeline management fields.

KEY FEATURES:

  • Messaging options
  • AI-powered lead follow-up tool
  • Custom landing pages
  • Texting manager
  • Transaction management
  • Video email and video text
  • Lead distribution

REASONS TO BUY:

  • Easy to use
  • Add-on and integration options
  • Great support team
  • Low fees


REASONS TO AVOID:

  • Pipeline management is weaker than other platforms
  • No solid transaction management flow
  • Can be tedious

6. Realvolve – Best Customized Workflow Software for Workspace and Communication

Workflow Software for Real Estate

PRICING: Starting at$49/per user/monthly

A CRM customized workflow management software lets you get precisely what you want for your business’s workspace and communication. It provides you with numerous amounts of templates for creating workflows and reaching out to leads.

KEY FEATURES:

  • Activity dashboard
  • Activity tracking
  • Appointment scheduling
  • CRM system
  • Application regular workflow

REASONS TO BUY:

  • Workflows that will automate your communications
  • Large customization options
  • Templates for everything


REASONS TO AVOID:

  • Difficult to learn
  • No drag and drop feature to build upon workflow
  • No marketing materials

7. Brokermint – Best Back Office Consolidation and Automation Software

Workflow Software for Real Estate

PRICING: Starts at $99/per user/per feature/monthly

Brokermint is made for back-office consolidation that will allow you to consolidate on a single task system. It is a cloud-based software that provides you with real estate accounting, transaction management, commission automation, and client communication.

KEY FEATURES:

  • Transaction management
  • Commission automation
  • Accounting
  • Agent management
  • Report and analytics
  • Integrations

REASONS TO BUY:

  • Easy to use
  • Storage
  • E-signature
  • Customer support
  • Functionality
  • Value for your money

REASONS TO AVOID:

  • Few design features
  • Checklist can be challenging to use
  • Pulling transaction templates
  • Higher cost

8. Streak – Best Gmail Integration Software for Real Estate CRM

Workflow Software for Real Estate

PRICING: Starting at $0/per user/monthly

If you’re looking for a fully embedded workflow CRM and productivity software where you can manage and organize all your work right in your Gmail inbox, then Streak is your platform. It enables you to set up and customize a process that works for your team and keeps your pipeline in motion.

KEY FEATURES:

  • Project management
  • Business development
  • Sales
  • Fundraising
  • Hiring
  • Real estate

REASONS TO BUY:

  • Free to use
  • Build any type of workflow
  • Collaboration features
  • Email power tools
  • Schedule emails
  • Snooze function

REASONS TO AVOID:

  • It does not provide all features
  • It only works with Gmail
  • Lacks the functionality of a complete CRM software

9. Avachato – Best SMS Texting and Live Chate for Real Estate Sales

PRICING: 14-days free trial. Starting at $19/per user/monthly

Avachato focuses on sales, support, and marketing teams by providing a cloud-based text/SMS service that will allow you to message and live chat with your clients and team members. It is geared toward working with a remote team to collaborate and communicate.

KEY FEATURES:

  • Chat widget
  • Text-able landlines
  • Caller ID and call forwarding
  • Conversations and status tracking
  • Broadcasting
  • Integration with productivity apps
  • Mobile ready
  • Admin controls and security

REASONS TO BUY:

  • Comprehensive multichannel tools
  • Call and contact management
  • Team management
  • Automated communication
  • Mobile ready and integrations
  • Easy to use


REASONS TO AVOID:

  • Segments cannot be stored
  • Pay for users and messages sent
  • UX/UI issues with mobile app

References & Links

  • https://www.insiderealestate.com/kvcore
  • https://www.getapp.com/real-estate-property-software/a/kvcore/
  • https://monday.com/
  • https://www.getapp.com/collaboration-software/a/monday-com/
  • https://www.getapp.com/real-estate-property-software/a/dotloop/
  • https://www.dotloop.com/
  • https://www.pipedrive.com/
  • https://www.getapp.com/customer-management-software/a/pipedrive-crm/
  • https://liondesk.com/
  • https://www.getapp.com/real-estate-property-software/a/liondesk/
  • https://www.getapp.com/real-estate-property-software/a/realvolve/
  • https://www.realvolve.com/
  • https://www.getapp.com/real-estate-property-software/a/brokermint/reviews/
  • https://brokermint.com/
  • https://www.streak.com/
  • https://www.getapp.com/it-communications-software/a/streak/
  • https://www.getapp.com/it-communications-software/a/avochato/
  • https://www.avochato.com/