Website Conversion Strategies For Small Business That Work
Website Conversion Strategies For Small Business That Work If you want more booked calls, quotes, and sales without guessing, website conversion strategies for small business is th
If your follow-ups are slipping through the cracks, your past clients are drifting away, or you’re still using sticky notes and spreadsheets to manage your pipeline… it’s time.
It’s time to invest in a CRM that works as hard as you do.
In this guide, we’re breaking down the best CRM for real estate agents…not just any CRM, but tools that are tailor-made for agents who want more than just organization. You’ll learn which ones are worth your time (and money), what features actually move the needle, and how to choose a CRM that complements a luxury, lead-capturing website like the ones we build here at Digital Dream Homes.
Whether you’re a solo agent scaling up, or a seasoned broker tired of juggling chaos, this post is going to show you what to use, why it matters, and how to get results.
A CRM: Customer Relationship Management software…is the digital nerve center of your real estate business. It tracks leads, automates follow-ups, organizes contacts, and keeps you on top of your deals.
More than that, a great CRM helps you turn casual inquiries into closings…and past clients into repeat business.
Real estate has long sales cycles and high-ticket transactions. You must stay top of mind.
Buyers and sellers ghost agents who don’t follow up consistently.
Your database is your business. CRMs help you work it, not just store it.
Without a CRM, you’re not running a business…you’re running around.
Before we dive into specific CRMs, let’s talk about the features that matter most for real estate professionals:
Lead tagging & segmentation (e.g. buyers, sellers, FSBOs, past clients)
Automated follow-up sequences
Pipeline management (so you know what stage each lead is in)
Integration with IDX websites and lead forms
Mobile app with push notifications
Team functionality (if you’re scaling)
At Digital Dream Homes, we build custom real estate websites that capture leads seamlessly…and we always recommend CRMs that integrate smoothly with your website. Want to see how that works in real time? Check out our post on Real Estate SEO Best Practices – The Modern Agent’s Playbook.
Here are the top contenders based on features, ease of use, pricing, and real estate-specific workflows.
If you want to turn more leads into actual clients, Follow Up Boss is one of the most powerful CRMs you can use. It is designed specifically for real estate agents, which means it matches the way you work instead of forcing you to adapt to generic software.
Here’s why agents love it:
Instant lead distribution
Leads from Zillow, Realtor.com, your website, or even Facebook ads flow directly into Follow Up Boss. You can set it to route new leads straight to you or your team so nobody gets missed. Quick response times matter, and this tool helps you respond in minutes.
Simple and smart follow-up
Stop relying on sticky notes and memory. Follow Up Boss sends reminders, automates drip campaigns, and even lets you text or call right inside the platform. All conversations stay organized in one place so you always know the next step.
Seamless integrations
Connect Follow Up Boss to your IDX website, Google account, MailChimp, Zapier, and more. Everything works together so you can build a true all-in-one system that captures, nurtures, and converts leads.
Team accountability tools
For brokers and team leaders, Follow Up Boss tracks how quickly leads are contacted and shows performance reports. You can see where improvements are needed before lost opportunities turn into lost closings.
Designed for growth
Follow Up Boss is more than a digital rolodex. It is a system that keeps every lead warm, every conversation on track, and every opportunity moving toward a sale.
When used correctly, this CRM gives you confidence that no lead will be forgotten and every contact is getting the attention they need. That kind of consistency leads to stronger relationships, better conversions, and more closings.
Follow Up Boss isn’t cheap…but it’s a powerhouse. It’s fast, simple, and integrates with just about every lead source and IDX system you can imagine.
Why agents love it:
Seamless team collaboration
Custom automations and smart lists
Mobile-first with instant lead alerts
Connects with your website, Zillow, Realtor.com, and more
Best for: Agents who are actively generating leads and want to scale smart.
kvCORE is one of the most popular real estate platforms because it does more than just organize contacts. It combines lead generation, nurturing, and automation in one system, making it a favorite for agents who want technology working for them while they focus on closings.
Here’s why kvCORE stands out:
Powerful lead generation tools
kvCORE helps you generate new buyer and seller leads through customizable landing pages, IDX websites, and smart squeeze pages. These are designed to attract local traffic and capture contact details without you needing to spend hours on setup.
Automated follow-up
With kvCORE’s Smart Campaigns, every new lead gets consistent follow-up. Texts, emails, and call reminders are sent automatically, giving the lead personal attention while you focus on appointments and negotiations.
Integrated IDX websites
kvCORE includes sleek, mobile-friendly IDX websites that update with live MLS data. These sites position you as a tech-savvy professional and give your clients a reason to keep coming back to your site instead of Zillow or Realtor.com.
Advanced analytics
The system tracks how leads interact with your website and marketing campaigns. You can see which listings they are viewing, how often they engage with your emails, and where they are in the buying or selling journey. This makes it easier to prioritize hot leads.
Team and brokerage benefits
For team leaders and brokerages, kvCORE offers detailed performance dashboards, lead routing, and accountability tools. This ensures every lead is assigned properly and every team member knows what to do next.
Built-in marketing power
From mass email campaigns to social media posting, kvCORE allows you to run professional-level marketing from one place.
At the end of the day, kvCORE is more than just a CRM. It is a full ecosystem designed to bring in new leads, nurture them automatically, and keep you looking like the go-to agent in your market.
kvCORE combines CRM, IDX website, and lead gen tools in one platform. While the website builder is clunky compared to our custom luxury websites, its CRM is solid.
Pros:
Built-in lead generation tools
Drip campaigns and texting automation
Strong integrations with MLS
Best for: Brokerages looking to consolidate systems…but still may want to replace the templated site with a custom real estate website from Digital Dream Homes for a better brand presence.
LionDesk is often seen as the “workhorse” CRM for real estate agents. It may not be as flashy as some of the bigger platforms, but it gives agents the core tools they need to capture, organize, and follow up with leads without breaking the bank. For solo agents or small teams, it can be a very smart choice.
Here’s what makes LionDesk valuable:
Affordable pricing
LionDesk is one of the most cost-effective CRMs in real estate. You still get automation, texting, and video email capabilities, but at a fraction of the price of larger platforms. This makes it perfect if you are just starting out or want to keep expenses lean.
Texting and video email built in
Communication is at the heart of real estate, and LionDesk makes it easy. You can send bulk texts, schedule drip campaigns, and even record and send personalized video emails directly through the platform. This helps you stand out from other agents and connect with leads in a more personal way.
Customizable pipelines
The CRM lets you create sales pipelines that match your process. You can track where every lead is, set tasks, and make sure nobody gets forgotten. The visual pipeline view makes it simple to see what needs attention today.
Integrations with lead sources
LionDesk integrates with most major lead providers like Zillow, Realtor.com, and Facebook ads. New leads flow directly into your CRM so you can start follow-up immediately.
Task management
Built-in reminders and to-do lists keep you on track. Whether it’s making a phone call, sending a text, or following up on an appointment, LionDesk ensures nothing slips through the cracks.
Flexibility for growth
As your business grows, LionDesk can scale with you. It is flexible enough to support solo agents and also capable of handling small teams.
LionDesk may not have all the bells and whistles of kvCORE or Follow Up Boss, but its affordability, video tools, and reliable follow-up system make it an excellent option for agents who want results without unnecessary complexity.
If you’re budget-conscious but still want automation, LionDesk delivers a surprising punch.
Features:
Text and video messaging
Email drip campaigns
Lead source tracking
Best for: Solo agents looking for core automation without the high price tag.
Lofty is powerful. It combines AI, IDX, and CRM into a well-designed dashboard. If you’re tech-comfortable and ready to track every stat, this is a great tool.
Lofty is more than just a CRM. It combines lead management, IDX websites, marketing automation, and AI tools into one sleek system. If you want technology that not only keeps you organized but also actively helps you generate and convert leads, Lofty is worth a serious look.
Here’s what makes Lofty powerful for real estate agents:
AI-powered lead nurturing
Lofty uses artificial intelligence to score leads and predict which ones are most likely to convert. It even offers an AI assistant that can text new leads for you, keeping conversations alive until you are ready to step in personally.
All-in-one platform
Instead of piecing together multiple tools, Lofty gives you a CRM, IDX website, marketing automation, and transaction management in one place. This means fewer logins and smoother workflows.
Smart IDX websites
Lofty includes customizable, mobile-friendly IDX websites that look modern and professional. These sites are designed to capture leads and encourage visitors to come back, which helps you compete with the big portals like Zillow.
Robust marketing tools
You can run email campaigns, text campaigns, and even launch Facebook and Google ads directly from Lofty. The platform tracks results so you know exactly what is working.
Team and brokerage features
Lofty makes it easy to manage multiple agents. You can set up lead routing, track team performance, and see detailed reports on how quickly leads are being contacted. This makes it especially attractive for growing teams or brokerages.
Mobile-first design
Lofty’s mobile app is one of the best in the CRM world. It allows you to manage leads, respond to messages, and track tasks on the go without feeling tied to your desk.
Lofty is ideal for agents who want a modern, technology-driven system that not only keeps leads organized but also brings in new opportunities through smart marketing and AI. It is a powerful choice if you are ready to scale your business and want tools that work around the clock.
Highlights:
AI-powered behavioral lead scoring
Smart dialer and text automations
Deep analytics and reporting
Best for: High-volume teams who obsess over metrics.
GoHighLevel is not just a CRM. It is a full marketing suite designed to help agents capture leads, automate follow-up, and close more deals from one centralized dashboard. For realtors who want to combine their website, marketing, and client communication in one place, GoHighLevel can be a game changer.
Here’s why GoHighLevel is popular with real estate agents:
All-in-one system
GoHighLevel combines CRM, email marketing, texting, calling, landing pages, and sales funnels into one platform. Instead of juggling multiple tools, you can manage everything under one login.
Automated follow-up
You can set up automated workflows that send texts, emails, and voicemail drops the moment a lead comes in. This ensures every lead gets contacted right away, even if you are busy with showings or appointments.
Custom landing pages and funnels
GoHighLevel makes it easy to build landing pages, property funnels, and home value pages without needing a designer. These pages are built to convert visitors into real leads.
Built-in calendar and appointment booking
Leads can book calls or meetings with you directly through the system. The calendar syncs with your schedule, saving time and eliminating back-and-forth messages.
Two-way communication
Manage texts, emails, and calls all from one inbox. This keeps conversations organized and ensures you never lose track of a lead.
Team and pipeline management
You can track where every lead is in your sales pipeline, assign tasks to team members, and measure performance. This helps solo agents stay focused and gives teams accountability.
White-label potential
For brokerages or teams that want to brand their own systems, GoHighLevel offers white-label options. This makes it possible to provide your agents with a custom-branded CRM and marketing platform.
GoHighLevel is perfect for realtors who want more than just a CRM. It is a true all-in-one growth platform that helps you capture, nurture, and close leads without needing five different tools.
This isn’t your typical real estate CRM…but GoHighLevel is a favorite for agents who run their own marketing. It’s ideal for those who want landing pages, automations, and follow-up sequences all under one roof.
Pros:
Visual drag-and-drop funnels
Advanced workflows and triggers
Can be white-labeled (great for teams or coaches)
We’ve helped clients integrate GoHighLevel with their custom WordPress websites, creating a complete ecosystem from first click to final close. It’s not plug-and-play…but it is powerful.
Don’t just choose the one with the most bells and whistles. Choose the one that:
Fits your workflow
Integrates with your website
Matches your business size
Makes it easier for you to follow up and stay visible
If you’re running a luxury real estate business…or want to be…the CRM should reflect that. You don’t want leads landing on a stunning custom real estate website only to get fumbled by an outdated CRM system.
| Rank | CRM | Best For | Key Features | Pricing (Approx.) | Why Realtors Love It |
|---|---|---|---|---|---|
| 1 | Follow Up Boss | Agents who want speed-to-lead and consistent follow-up | • Instant lead routing• Texting and calling inside the CRM• Smart reminders & automations• Seamless integrations (IDX, Google, MailChimp, Zapier)• Team accountability tracking | Starts around $69/month per user | Easy to use, built for real estate, keeps every lead organized and moving toward a closing. |
| 2 | kvCORE | Agents and teams who want an all-in-one lead gen + CRM system | • Built-in IDX website• Landing & squeeze pages• Automated Smart Campaigns• Advanced analytics & lead tracking• Team dashboards and performance reports | Around $499/month for offices (varies by brokerage deal) | Combines lead gen, follow-up, and websites in one platform, designed to scale. |
| 3 | LionDesk | Budget-conscious solo agents or small teams | • Text and video email built in• Affordable automation• Customizable sales pipelines• Integrations with Zillow, Realtor.com, Facebook ads• Task and reminder system | Starts around $25/month | Simple, effective, and affordable. Great entry-level CRM with strong communication tools. |
| 4 | Lofty (Chime) | Growth-focused agents and teams wanting AI + marketing | • AI lead scoring & assistant• IDX websites included• Facebook/Google ad management• Email and text campaigns• Mobile-first design with strong app | Around $449/month (varies by plan and team size) | Modern, AI-powered system that actively helps generate and convert leads. |
| 5 | GoHighLevel | Tech-savvy agents who want a full marketing suite | • CRM + email + text + calls• Landing page & funnel builder• Automated workflows• Appointment booking & calendar• White-label options for teams/brokerages | Starts around $97/month (Agency plan is higher) | True all-in-one growth platform that goes beyond a CRM, but can feel complex for beginners. |
Most agents don’t realize this, but your CRM is only as good as your website. A clunky website with no lead capture won’t fill your CRM with anyone to follow up with.
That’s why at Digital Dream Homes, we build luxury, high-converting sites that plug directly into your CRM, whether it’s Follow Up Boss, GoHighLevel, or anything in between.
Just like we covered in How To Rank Higher On Google Maps – What Top Realtors Do Differently, your online presence must work as one system…your website, your CRM, and your follow-up.
The best CRM for real estate agents doesn’t just organize…it converts. But it can’t do that alone. It needs fuel…qualified leads from your site, from Google, from Facebook ads, from SEO.
That’s where we come in.
At Digital Dream Homes, we don’t just build pretty websites. We build high-performance online systems designed to attract, capture, and convert.
Book a free walkthrough with us and let us show you how your new CRM and your custom website can work together to bring in more listings, more leads, and more freedom.
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