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Free toolsBest real estate project tracking software in 2025
Real estate professionals need project tracking software that helps them manage transactions from offer to close. Whether you're tracking escrow, inspections, appraisal, financing, title, or signing, the right tool keeps every deal organized and moving forward. Instead of juggling spreadsheets, emails, and sticky notes, these tools bring structure and visibility to real estate transactions.
With effective real estate project tracking, you can use templates, checklists, timelines, and document management to ensure nothing falls through the cracks. These tools are especially valuable when you need to coordinate with clients, partners, lenders, and other stakeholders while keeping everyone informed without overwhelming them with details.
Best real estate project tracking software in 2025
Here are the top real estate project tracking software solutions that help professionals track transactions, manage documents, and coordinate with clients and partners efficiently:
1. Breeze
- Pricing: Starts at $9 per user/month with all features included.
- Rating: 4.4/5 on Capterra
Breeze is simple yet powerful project management software that lets you track real estate transactions and projects effectively. Instead of using specialized real estate transaction software, many real estate professionals use Breeze to track every transaction from offer to close, including escrow, inspections, appraisal, financing, title, and signing. With templates, checklists, timelines, and document management, Breeze helps ensure nothing falls through the cracks while keeping clients and partners informed.
If you want to learn more about how Breeze supports real estate project tracking, visit our detailed overview.
Real estate project tracking key features:
- Deal pipeline tracking: Track transactions from offer to close with clear stages and milestones.
- Transaction templates: Use templates to standardize your transaction process and ensure consistency.
- Checklists and timelines: Create checklists for each transaction stage and track deadlines with timelines.
- Document management: Keep contracts, inspection reports, and closing documents organized with each transaction.
- Client and partner updates: Share read-only updates with clients and partners without overwhelming them.
- Multi-deal management: Track multiple transactions simultaneously without losing track of any deal.
Why Breeze is a great choice for real estate project tracking:
- Flexible project management: Use Breeze's project management features to track real estate transactions your way.
- Template-based workflows: Create reusable templates for consistent transaction management.
- Clear visibility: See the status of every transaction at a glance and identify what needs attention.
- Stakeholder communication: Keep clients and partners informed without giving them full access to your system.
What people think about Breeze:
"I love the email notifications for comments on important tasks + email reminders on projects and tasks. The time tracking functionality is great. I can analyze my team's performance and identify opportunities for improvements to efficiency."
Source: Capterra
2. Dotloop
- Pricing: Starts at $29/month per agent
- Rating: 4.3/5 on G2
Dotloop is a real estate transaction management software that enables agents to collaborate, edit, and sign documents digitally. Its platform streamlines the closing process and enhances client experience by making document management and e-signatures seamless.
Why Dotloop is a good choice for real estate project tracking:
- Document management: Centralized document storage and organization for all transaction documents.
- E-signatures: Digital signature capabilities for contracts and closing documents.
- Transaction workflows: Pre-built workflows for common real estate transaction processes.
- Collaboration tools: Collaborate with clients, partners, and other parties on documents.
- Mobile access: Access and manage transactions from mobile devices.
- Integration capabilities: Connect with MLS systems and other real estate tools.
What people think about Dotloop:
"One of my realtors sent me a link to sign up with dotloop.com. Appears to be a sort of collaboration software. Does anyone use it? Is there any benefit for an LO to use it?"
Source: Reddit
3. SkySlope
- Pricing: Custom pricing
- Rating: 4.4/5 on G2
SkySlope offers transaction management solutions for real estate professionals, including document management, compliance tracking, and digital signatures. Its platform ensures efficient and secure transaction processes while helping agents stay compliant with regulations.
Why SkySlope is a good choice for real estate project tracking:
- Transaction management: Track transactions from contract to close with detailed status updates.
- Compliance tracking: Stay compliant with automated compliance checks and reporting.
- Document management: Organize and store all transaction documents in one secure location.
- Digital signatures: E-signature capabilities for contracts and closing documents.
- Reporting and analytics: Generate reports on transaction status and team performance.
- Brokerage features: Tools designed for brokerages to manage multiple agents and transactions.
What people think about SkySlope:
"I've been using SkySlope for transaction management and it's been really helpful for keeping track of all the documents. The checklist feature is exactly what I need - it helps me stay organized and ensures nothing gets missed during the transaction process."
Source: Reddit
4. RealScout
- Pricing: Custom pricing
- Rating: 4.2/5 on G2
RealScout provides real estate search and client engagement tools that help agents track client preferences and property matches. Its platform enhances client-agent collaboration and decision-making by keeping clients engaged throughout the home buying or selling process.
Why RealScout is a good choice for real estate project tracking:
- Client engagement: Keep clients engaged with property search and matching tools.
- Property tracking: Track client preferences and property matches automatically.
- Client communication: Communicate with clients through the platform and track interactions.
- Transaction tracking: Track transactions and keep clients informed of progress.
- Analytics and insights: Understand client behavior and preferences with analytics.
- Mobile app: Access tools and communicate with clients from mobile devices.
What people think about RealScout:
"I've used both. I have FUB as my CRM. Both seem link with it, so that's a plus. Real Scout seems to do a good job of having Smart Lists that correspond to the actions of the database, Homebot seems to have a much lower unsubscribe rate. Cost seems to be the same."
Source: Reddit
5. Top Producer
- Pricing: Custom pricing
- Rating: 4.1/5 on G2
Top Producer is a real estate CRM that offers features like lead management, marketing automation, and transaction tracking. Its tools help agents manage client relationships and close deals effectively while automating marketing and follow-up tasks.
Why Top Producer is a good choice for real estate project tracking:
- Transaction tracking: Track transactions from lead to close with detailed status updates.
- Lead management: Manage leads and track their progress through the sales funnel.
- Marketing automation: Automate marketing campaigns and follow-up communications.
- Client relationship management: Manage client relationships and track all interactions.
- Reporting and analytics: Generate reports on sales performance and pipeline health.
- Mobile access: Access CRM tools and manage transactions from mobile devices.
What people think about Top Producer:
"Top Producer has helped us manage our client relationships and track transactions more effectively. The marketing automation features save us a lot of time."
Source: G2
6. Follow Up Boss
- Pricing: Starts at $99/month per user
- Rating: 4.5/5 on G2
Follow Up Boss is a real estate CRM designed to help agents and teams manage leads, track transactions, and automate follow-up communications. It's built to help real estate professionals stay on top of every lead and transaction without letting anything fall through the cracks.
Why Follow Up Boss is a good choice for real estate project tracking:
- Lead management: Track leads from first contact through closing.
- Transaction tracking: Track transactions with detailed status updates and milestones.
- Automated follow-up: Automate follow-up communications to stay in touch with leads and clients.
- Team collaboration: Collaborate with team members on leads and transactions.
- Pipeline management: Visual pipeline view to see all deals and their status.
- Mobile app: Access CRM and manage transactions from mobile devices.
What people think about Follow Up Boss:
"I did a lot of research on CRMs but I ultimately chose Follow Up Boss because they have a 'First to Claim' option when a lead comes in. I funnel leads to my agents and whoever clicks it first gets it. It's really the only reason I got FUB. Then, I did more research and realized it's probably the best CRM out there for real estate agents."
Source: Reddit
7. Boldtrail
- Pricing: Custom pricing
- Rating: 4.4/5 on G2
Boldtrail is a real estate CRM and marketing platform that helps agents manage leads, track transactions, and automate client communications. It's designed to help real estate professionals grow their business while staying organized and maintaining strong client relationships.
Why Boldtrail is a good choice for real estate project tracking:
- Transaction tracking: Track transactions from lead to close with detailed status updates.
- Lead management: Manage leads and track their progress through the sales funnel.
- Marketing automation: Automate email, text, and social media marketing campaigns.
- Client relationship management: Manage client relationships and track all interactions.
- Website builder: Build and manage real estate websites with integrated CRM.
- Mobile app: Access CRM and manage transactions from mobile devices.
What people think about Boldtrail:
"I've been using Boldtrail since my brokerage switched from KVCore. The AI follow-up and campaign features are really solid - it helps me stay in touch with leads without having to manually manage everything. The interface is clean and it integrates well with my other tools."
Source: Reddit
8. Lofty
- Pricing: Custom pricing
- Rating: 4.4/5 on G2
Lofty (formerly Chime) is a real estate CRM and marketing platform that helps agents manage leads, track transactions, and automate client communications. It's designed to help real estate professionals grow their business while staying organized and maintaining strong client relationships. Lofty offers AI-powered tools and features to enhance productivity and client engagement.
Why Lofty is a good choice for real estate project tracking:
- Transaction tracking: Track transactions with detailed status updates and milestone tracking.
- Lead management: Manage leads and track their progress through the sales funnel.
- AI-powered features: Leverage AI tools to enhance productivity and client engagement.
- Marketing automation: Automate email, text, and social media marketing campaigns.
- Website builder: Build SEO-friendly real estate websites with integrated CRM.
- Mobile app: Access CRM and manage transactions from mobile devices.
What people think about Lofty:
"Lofty (formerly Chime) has been a solid all-in-one solution for me. The platform combines CRM, marketing, and website tools which has helped reduce my costs. The AI features are getting better and the interface is intuitive. It's been working well for managing my leads and transactions."
Source: Reddit
9. Wise Agent
- Pricing: Starts at $47/month per user
- Rating: 4.2/5 on G2
Wise Agent is a real estate CRM that helps agents manage client relationships, track transactions, and automate follow-up communications. It's designed to help real estate professionals stay organized and never miss a follow-up opportunity.
Why Wise Agent is a good choice for real estate project tracking:
- Transaction management: Track transactions with detailed status updates and task management.
- Client relationship management: Manage client relationships and track all interactions.
- Automated follow-up: Automate follow-up communications to stay in touch with clients.
- Task and calendar management: Create tasks and manage calendar events related to transactions.
- Document storage: Store and organize transaction documents and client files.
- Mobile access: Access CRM and manage transactions from mobile devices.
What people think about Wise Agent:
"Been on Wise Agent for about 8 months now and while it's decent for the price, I feel like I'm still cobbling together a bunch of other tools to make everything work smoothly. The automation doesn't seem smart enough - it can send emails on a schedule but it can't tell if someone's actually engaged or ready to move forward."
Source: Reddit
10. Placester
- Pricing: Custom pricing
- Rating: 4.1/5 on G2
Placester is a real estate marketing and CRM platform that helps agents build websites, manage leads, and track transactions. It's designed to help real estate professionals grow their online presence while staying organized with transaction management.
Why Placester is a good choice for real estate project tracking:
- Transaction tracking: Track transactions with status updates and milestone tracking.
- Lead management: Manage leads from website and other sources.
- Website builder: Build and manage real estate websites with integrated CRM.
- Marketing tools: Email marketing and social media integration for client communication.
- Client portal: Provide clients with access to transaction information.
- Mobile access: Access CRM and manage transactions from mobile devices.
What people think about Placester:
"Placester has helped us build our online presence and manage transactions. The website builder is easy to use, and the integrated CRM keeps everything organized."
Source: G2
Takeaway
The best real estate project tracking software goes beyond basic transaction management. It helps you track every deal from offer to close, manage documents, coordinate with clients and partners, and ensure nothing falls through the cracks. Whether you're a solo agent or part of a team, real estate project tracking tools bring structure to transactions, improve client communication, and help you close more deals. Look for software that fits your workflow, integrates with your existing tools, and provides the right balance of features for your specific needs. With the right real estate project tracking tool, you can keep every transaction organized, clients informed, and deals moving forward—all while staying focused on closing.
