10 Best Real Estate Project Management Software in 2024 [In-Depth Guide]

Want to close more deals and manage your real estate projects without dropping the ball?

The right software can transform how you handle properties, teams, and deadlines.

Key Features to Look for in Real Estate Project Management Software

Several factors can determine the efficiency and success of your real estate team when evaluating project management software. Here are a few of the most important ones.

Integration with Real Estate Tools

Look for software that integrates with your existing tool stack, such as MLS listings, CRM systems, and communication tools, or offers API connections with popular real estate tools and allows for custom integrations with your existing tech stack. 

These integrations will help you pull property data, sync client information, manage documents in one place, and simplify your workflows.

Document Management and E-Signature Capabilities

As real estate transactions involve numerous documents, from lease agreements to closing paperwork, project management software should help you centralize your documentation.

Look for features such as document storage, filter and sort, version control, and e-signature capabilities.

Team Collaboration and Communication

The real estate project management software should bridge the communication gap between agents, brokers, property managers, and clients through native collaboration and communication tools. 

Features like shared calendars, in-app messaging, comments and @mentions, and email integrations can help you loop in stakeholders and share real-time updates.

Reporting and Analytics

Comprehensive reporting tools help you track property performance, agent productivity, and project timelines. 

The software should offer customizable dashboards, real-time analytics, and the ability to generate reports on key metrics like time-to-close, property viewing statistics, and revenue forecasts.

Automation and Workflow Management

Advanced automation features can handle routine tasks like sending showing confirmations, scheduling maintenance visits, or following up with leads. 

Look for software that allows you to create custom workflows based on your specific business processes and automatically triggers actions based on predetermined conditions.

What Are The Best Real Estate Project Management Tools In 2024?

Each tool brings unique capabilities to help you streamline complex projects, from property management to transaction coordination.

1. SmartSuite: End-to-end business operations management
2. ProofHub: Comprehensive property development project oversight
3. Wrike: Multi-property portfolio management and team collaboration
4. Re-leased: Commercial property lease management and tenant relationships
5. Smartsheet: Custom workflow creation and property development tracking
6. Asana: Marketing campaign management and team collaboration
7. Zoho Projects: Budget-conscious realtors seeking comprehensive project management
8. Sage 300: Large-scale real estate development and construction management
9. Monday.com: Visual property management and team collaboration
10. Notion: Customizable real estate knowledge management and project organization

1. SmartSuite

SmartSuite is one of the best project management tools for property management. It offers a user-friendly interface, native communication tools, dynamic request forms, and a workflow builder.

Our tool adapts to your business’s unique needs and helps you build a flexible and scalable workspace to manage client requests, sales pipelines, construction projects, and property listings.

Here are our tool's top features to manage projects:

1. End-to-end real estate project management

SmartSuite offers a 360-degree view into your business process life cycle, including planning, budgeting, monitoring, and refinement.

Our tool helps you manage all your processes to enhance your brand’s authority and win in a competitive market through integrated features.

• Automate workflows: Create linear to multi-sequence workflows to set recurring tasks on autopilot. With pre-built actions, triggers, and conditional logic, you can automate tasks like updating the status when a property is sold or when a prospect becomes a client.

• 200+ real estate management templates: Access pre-built templates for use cases such as construction projects, lease trackers, CRE transactions, home remodel projects, and more.

• Advanced reporting: Build configurable reports to visualize your organizational, departmental, and team goals and KPIs. You can add 50+ widgets within each report, such as charts, forms, databases, tables, etc., to build powerful reports to share with internal and external stakeholders.

2. Team collaboration

We offer a range of built-in communication and collaboration tools to let you have real-time conversations in the context of your workspace. With an integrated approach, our team helps you boost the team's productivity, morale, and coordination and achieve the project's goals.

Here are the key features that make collaboration a breeze in SmartSuite.

• Native communication tools include group chats, private conversations, and email integrations.
• The member’s directory gives a broader view of every member's details, such as their availability, job profile, hobbies, and other data that's been made public.
• Comments and @mentions to share quick updates, nudge teammates, or add new people to the conversation.
• Activity history tab that captures all the record updates, edits, and comments and lets you learn what each team member has been up to.
• SmartDoc is a native documentation tool to brainstorm ideas for risk management, build event checklists, or create project proposals. You can invite your teammates, work simultaneously, and see all the edits made in real-time.

3. Dynamic request forms

SmartSuite automates the collection of prospects' data and requests through integrated request forms. With our drag-and-drop builder, you can add or remove fields, change field type, or add custom fields like dropdown menus. You can also add multimedia items, such as images, videos, or GIFs, to provide more context to clients.

One outstanding feature is our dynamic forms. You can show or hide fields based on respondents’ previous responses by leveraging conditional logic. This lets you:

• Create branching logic in your forms.
• Display only relevant questions to each respondent.
• Customize the form experience based on user input.

For example,

• When a prospect selects a property type (e.g., residential, commercial, industrial), the form can dynamically filter and display only relevant options in subsequent fields.
• The form can show or hide certain property options or additional questions based on a prospect's indicated budget range.

SmartSuite Pricing

You can start with our forever-free plan and get access to 250+ automation actions, team collaboration tools, multi-dashboard views, and more. Our free plan is perfect for exploring how our tools can help you boost the efficiency of your project operation.

And, when you're ready, we've got four feature-packed pricing with a 14-day free trial:

• Team: Starts at $10/user/month, including SmartSuite AI, Gantt charts, timeline views, 5000 automation runs, and time tracking.
• Professional: Starts at $25/user/per month, including, two-factor authentication, Gmail & Outlook integrations, resource management, and advanced permission control.
• Enterprise: Starts at $35/user/month, including 500,000 automation actions, audit logs, data loss prevention, and 50,000 monthly API calls.
• Signature: Customized plan tailored to your organization’s needs and team size.

SmartSuite Pros and Cons

✅ Generous free plan with access to advanced features.

✅ Native document creation and management tools.

✅ Comprehensive workflow automation with logic branching.

✅ Dynamic dashboards and reporting.

✅ 200+ real estate project templates.

❌ Less native integrations when compared to alternatives.

2. Proofhub

Best for: Comprehensive property development project oversight.

ProofHub is a robust solution that offers powerful project planning tools and real estate-specific features such as request forms, proofing, and workflows.

Who is it For?

Mid to large-sized real estate development companies, property management firms, and commercial realtors.

ProofHub's Top Features

1. Property development timeline: Create detailed timelines for construction and track all the tasks using Gantt charts, Kanban boards, and Calendar views.
2. Workflow automation: Build custom automation on the task and project level through pre-defined triggers and actions.
3. Collaboration hub: Coordinate with contractors, architects, and clients in one central platform. Share blueprints, collect feedback, and track approval processes with version control and audit trails.

ProofHub's Pricing

Proofhub offers flat pricing divided into three tiers:

• Small team: $89/month for 10 users, including time tracking, custom fields, and Gantt chart.
• Large team: $153/month for 100 users, including workflow automation, priority support, and API access.
• Large team plus: $310/month for unlimited users and projects.

You can get access to all three plans on a 14-day free trial.

ProofHub's Pros and Cons

✅ Document organization and management with version control.

✅ Integrated collaboration tools.

✅ Advanced timeline visualization tools.

✅ Native resource allocation features.

❌ Limited MLS integration options.

❌ Requires significant setup for custom workflows.

❌ Fixed pricing might be expensive for teams who only need a limited number of users.

3. Wrike

Best for: Multi-property portfolio management and team collaboration

Wrike offers a versatile platform that excels in managing real estate projects of all types, from one-off to long-term projects. Its dynamic workspace adapts to various real estate workflows, from property acquisitions to renovation projects, with robust reporting and resource management capabilities.

Who is it For?

Real estate investment firms, property management companies, and large brokerages manage diverse property portfolios.

Wrike's Top Features

1. Custom request forms: Build custom forms to streamline the request process, expedite client approval, and add incoming requests to your task databases.
2. Resource management: Balance workloads and track time spent on real estate activities with detailed resource utilization reports.
3. Native budgeting: Estimate, track, and manage project budgets, costs, and other financials across all your projects in one place.

Wrike's Pricing

Wrike offers a free plan with features like email integration, custom work view, and enterprise-grade security.

There are five paid plans with a 14-day free trial:

• Team: Start at $9.80 per user/month, including custom workflows, 20 free collaborators, and unlimited request forms.
• Business: Start at $24.80 per user/month, includes up to 200 users, Adobe Creative Cloud Extensions, and nested projects.
• Enterprise: Unlimited users with customizable data analysis tools and third-party integrations. Contact sales to get a quote.
• Pinnacle: Native integration with PowerBi, locked spaces, and budgeting features. Contact sales for a quote.

Wrike's Pros and Cons

✅ Advanced portfolio management capabilities.

✅ Customizable workflows for different property types.

✅ Generous free plan with unlimited users.

❌ Limited real estate-specific templates.

❌ No built-in e-signature functionality.

❌ Native budgeting is only available for pinnacle plan users.

4. Re-leased

Best for: Commercial property lease management and tenant relationships

Re-leased specializes in commercial real estate management, offering powerful tools for lease administration, tenant management, and property maintenance coordination. It stands out for its focus on commercial property operations and financial tracking.

Who is it For?

Commercial real estate managers, property owners, and leasing agents handling multiple commercial properties.

Re-leased's Top Features

1. Lease Management: Centralize all lease information, payment schedules, and tenant communications in one platform.
2. Maintenance request tracking: Streamline property maintenance workflows with automated ticket creation, contractor assignment, and progress tracking.
3. Performance analytics: Generate detailed financial reports by trading rent collections, expenses, and occupancy rates for individual properties and entire portfolios.

Re-leased's Pricing

Re-leased offers two paid plans, both with custom pricing. Here's what is included in each plan:

• Core: Up to 3 custom reports, Tenant app, email, and letter-based communication, 5 custom fields for properties and leases, and limited operational insights dashboards.
• Pro: Up to 100 custom reports, invoice builder, SMS-based communication, apps to manage landlords and properties, and advanced user access controls.
• Enterprise: This plan offers a complete custom solution for companies with over 1,000 tenancies.

Re-leased's Pros and Cons

✅ Comprehensive lease management capabilities.

✅ Strong financial reporting tools.

✅ Built-in tenant communication features.

❌ Limited residential property features.

❌ Complex setup for multiple property types.

❌ Minimal marketing tools integration.

5. Smartsheet

Best for: Custom workflow creation and property development tracking.

Smartsheet is spreadsheet-focused real estate project management software that can be customized for various real estate operations, from field operations to client management.

Who is it For?

Real estate developers, property managers, and agencies.

Smartsheet's Top Features

1. Property development tracker: Create detailed property development schedules with automated dependencies and milestone tracking. Monitor construction progress, budget allocation, and contractor coordination in real-time.
2. Multi-view dashboards: Spreadsheets, Gantt charts, Kanban boards, calendars, and card views that help you build tailored databases for different types of projects.
3. Automated workflows: Build and implement custom workflows to automate recurring tasks across the project stages.

Smartsheet's Pricing

Smartsheet doesn’t offer a free plan or trial. For pricing plans, Smartsheet charges based on the number of users and offers three paid plans:

• Pro: Starts at $12 per member/month, including private sheet creation and unlimited form access with a 10-user limit.
• Business: Starts at $24 per member/month with a minimum of 3 user seats, including unlimited automated workflows, PowerBI, Tableau, and Adobe Creative Cloud integration.
• Enterprise: Unlimited storage, enterprise plan manager, and AI tools. Contact sales for a quote.
• Advanced work management: Portfolio management and premium support package. Contact sales for a quote.

Smartsheet's Pros and Cons

✅ Customizable templates and workflows.

✅ Strong automation capabilities.

✅ Huge library of built-in dashboard themes and templates.

❌ No built-in document storage.

❌ Basic field types.

❌ Dashboards and sheets don’t get updated in real-time. There is usually a 1-minute delay.

6. Asana

Best for: Marketing campaign management and team collaboration.

Asana excels in organizing marketing initiatives and team projects for real estate businesses. Its intuitive interface, subtasks and dependencies, and collaboration features make it an ideal project management software for coordinating property launches and marketing campaigns.

Who is it For?

Real estate marketing teams, boutique agencies, and property management firms.

Asana's Top Features

1. Capacity planning: Allocate and optimize resources (time, people, and cost) to ensure resource availability throughout the project's lifecycle.
2. Portfolios: Organize real estate projects into folders to centralize task tracker, resources, automation, and communication-related to a specific project.
3. Team collaboration: Invite external clients or loop into project leaders to share updates, collect feedback, and track project progress.

Asana's Pricing

Asana offers a free plan for up to 10 users and four pricing plans with a 30-day free trial.

Pricing for paid plans is as follows:

• Starters: Starts at $10.99 per user/month, with up to 500 teammates collaboration, task management, Asana AI, and workflow builder.
• Advanced: Starts at $24.99 per user/month, with 25,000 automation per month, scaled security, advanced reporting, and goal tracking.
• Enterprise: Advanced integrations, unlimited seats, custom branding, and premium support. Contact sales for a quote.
• Enterprise+: Audit log API, HIPAA compliance, and data loss prevention integrations. Contact sales for a quote.

Asana's Pros and Cons

✅ Excellent marketing project coordination.

✅ Intuitive task organization.

✅ Strong team collaboration features.

❌ Limited financial tracking capabilities.

❌ Basic reporting functionality.

❌ No built-in property database.

7. Zoho Projects

Best for: Budget-conscious real estate teams seeking comprehensive project management

Zoho Projects offers a cost-effective solution for real estate businesses, offering real estate-specific functionalities for effective property and team management.

Who is it For?

Small to medium-sized real estate agencies, property management companies, and independent realtors looking for affordable yet powerful project management tools.

Zoho Projects' Top Features

1. Property task management: Organize property-related tasks such as open house listings, follow-ups, and transaction milestones with customizable workflows and automation.
2. Client Portal: Provide clients with secure access to property updates, documents, and communication threads.
3. Time and resource tracking: Monitor team performance and resource allocation across different properties and projects.

Zoho Projects' Pricing

Zoho offers a free plan for up to 34 users and limited access to features, including lead tracking, management, and basic reporting.

It offers a 15-day free trial for its four pricing tiers:

• Standard: Starts at $20 per user/month with access to sales forecasting tools, 100 custom reports, and 5 forms/modules.
• Professional: Starts at $20 per user/month with access to SalesSignals and unlimited customer reports and dashboard creation.
• Enterprise: Starts at $20 per user/month with access to Zoho AI and marketing attribution.
• Ultimate: Starts at $20 per user/month with access to 25 cohort analyses and access to advanced integration.

Zoho Projects' Pros and Cons

 ✅ Comprehensive CRM integration.

✅ Strong automation capabilities.

✅ Built-in time tracking features.

❌ Limited customization options.

❌ Basic document organization and management.

❌ Minimal real estate-specific templates.

8. Sage 300

Best for: Large-scale real estate development and construction management

Sage 300 provides a comprehensive solution for managing complex real estate development projects and construction operations. It excels in financial management and project cost tracking for large-scale real estate operations.

Who is it For?

Large real estate development companies, construction firms, and property developers.

Sage 300's Top Features

1. Construction cost management: Track all construction-related expenses, budgets, and contractor payments in real-time, generate detailed cost reports, and monitor project financials.
2. Property development dashboard: Monitor multiple development projects with customizable dashboards to track construction milestones and coordinate with contractors efficiently.
3. Financial integration suite: Integrate project management with accounting and financial reporting. With detailed financial analytics, track property investments, development costs, and ROI.

Sage 300's Pricing

Sage 300's pricing is available only on request and can vary from one vendor to another depending upon a series of factors such as features requested, team size, use cases, and budget.

Sage 300's Pros and Cons

 ✅ Comprehensive financial tracking.

✅ Strong construction management features.

✅ Detailed cost analysis tools.

❌ Complex implementation process.

❌ Limited marketing features.

❌ Minimal client communication tools.

9. Monday.com

Best for: Visual property management and team collaboration.

Monday.com offers a highly visual and intuitive platform for managing real estate operations. Its colorful interface and flexible boards make it easy to track properties, deals, and team activities.

Who is it For?

Real estate agencies, property managers, and teams seeking a visually oriented platform for property and project management.

Monday.com's Top Features

1. Docs: Integrated collaborative document feature to build project timelines, SOPs, proposals, and share them with the stakeholders,
2. Team workload management: Use the capacity planning dashboard to oversee each member's workload. Based on the capacity planning report, reduce or increase resources for efficient allocation.
3. Client communication board: Manage client interactions, feedback, updates, and more with a dedicated communication board.

Monday.com's Pricing

Monday.com offers a 14-day free trial and a free plan for up to 2 users. Their paid plans need at least 3 users and come in four tiers:

• Basic: Starts at $21 per user/month, including unlimited customizable pipeline, Whiteboard collaboration, and two-factor authentication.
• Standard: Starts at $28 per user/month, including Gmail and Outlook integration, 250 actions/month, and deal management.
• Pro: Starts at $48 per user/month, including private boards and docs, Google authentication,. Sales forecasting, and 100GB file storage.
• Enterprise: Salesforce integration, lead scoring, advanced analytics, and post-sales management. Contact sales for a quote.

Monday.com's Pros and Cons

✅ Highly visual project tracking.

✅ Flexible board customization.

✅ No-code automation builder.

❌ Limited financial reporting.

❌ Expensive and confusing plans.

❌ Slow loading time and constant screen lag.

10. Notion

Best for: Customizable real estate knowledge management and project organization.

Notion provides a flexible workspace for organizing real estate information and projects. Its wiki-style approach lets you build detailed property databases and centralize project documentation.

Who is it For?

Boutique real estate agencies, small property management teams, and independent realtors.

Notion's Top Features

1. Property database: Create detailed property databases with custom fields and filtered views. Track property details, documentation, and transaction history in a structured format.
2. Project wiki: Build comprehensive guides and documentation for various real estate processes. Create and share templates for common procedures and best practices.
3. Cross-database relations: You can cross-reference information by adding relational properties to different databases, reducing the manual entry of repetitive data.

Notion's Pricing

Notion offers a generous free plan with access to 10 guest invites, subtasks, and unlimited pages. Notion doesn’t offer any free trial for its three pricing plans.

• Plus: Starts at $12 per user/month, including unlimited file uploads, 100 guest invites, custom automation, and a Notion calendar.
• Business: Starts at $18 per user/month, including database export as PDF, 250 guest invites, and SAML Single Sign-On (SSO).
• Enterprise: Dedicated Customer Success Manager, audit logs, workspace analytics. Contact sales for a quote.

Notion’s Pros and Cons

✅ Highly customizable workspace.

✅ Strong knowledge management and document storage.

✅ Flexible database capabilities.

❌ Limited automated actions and triggers.

❌ No built-in communication tools

❌ Minimal reporting capabilities.

Manage your projects without breaking the bank

Each tool on this list offers unique features and benefits tailored to specific needs within the real estate industry. Whether you need centralized task management, advanced analytics, or integrated financial tools, there's a solution that fits your requirements.

For instance, Proofhub offers excellent task management, Wrike's analytics capabilities are among the best, Re-leased is best known for its property management integration, and Smartsheet provides a familiar spreadsheet-like interface for those who prefer tabular data views.

And, if you want feature-rich, budget-friendly, comprehensive real estate project management, SmartSuite is worth checking out. 

You get various native tools, from writing project proposals to sharing project reports with your internal team without switching to an external app. On top of that, it comes at a starting price of $12/member/month when paid monthly.

Try a 14-day free trial or sign up for a free plan.