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Real Estate CRM Platforms sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Real Estate CRM Platforms

1.1 - About Real Estate CRM Platforms sector

Companies in Real Estate CRM Platforms build cloud-based systems that centralize contacts, properties, and deals for residential and commercial sales organizations. They help brokerages and agent teams capture and qualify leads, track pipelines, automate outreach, and coordinate transactions across offices. The value proposition is faster conversion, better visibility, and compliant workflows that reduce manual effort and improve agent productivity.

Offerings typically include lead capture from websites and listing portals, a unified contact and property database with MLS sync, configurable pipeline and stage management, and marketing automation for email and SMS drip campaigns. Vendors also support listing syndication, transaction and document management with e‑signature and compliance checklists, mobile apps for agents and team collaboration, role-based permissions, reporting dashboards, and APIs to integrate accounting, marketing, and call tracking tools.

Primary customers include residential brokerages and agent teams, commercial brokerage firms, and developers or leasing operations with inside sales. These platforms drive higher lead conversion and referral capture, shorter deal cycles through coordinated workflows, improved agent productivity via automation and mobile tools, and stronger pipeline visibility for forecasting and compliance. Strategic buyers in this category target solutions that scale across multi-office organizations and franchise networks.

2. Buyers in the Real Estate CRM Platforms sector

2.1 Top strategic acquirers of Real Estate CRM Platforms companies

OJO Logo

OJO

HQ: United States Website
  • Description: Provider of an AI-driven real-estate technology platform that guides homebuyers, sellers and owners through buying, selling and ongoing homeownership, delivering personalized guidance and matching users with the right tools and trusted providers via a blend of people and technology.
  • Key Products:
  • OJO Real Estate Platform: End-to-end solution that supports buying, selling and ownership journeys, offering personalized guidance and resources at every stage
  • AI & Machine Learning Matching Engine: Analyzes individual preferences and needs to pair users with appropriate tools and trusted real-estate providers for smoother transactions
  • People-Plus-Technology Concierge Service: Combines human experts with automated insights to deliver responsive assistance, education and decision support throughout the homeownership process
  • Integrated Home Search & Mortgage Experience: Connects home search functions with mortgage products, enabling faster pre-approvals and a seamless path from finding to financing a home.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Real Estate CRM Platforms sector

M&A buyer group 1: CRM for SMBs

8 companies View group →
Description: Companies in the SMB Sales CRM Platforms category provide cloud-based customer relationship management and sales automation tools tailored for small and mid-sized businesses. Often targeted by strategic buyers in sales automation, these vendors centralize lead, contact, and deal data, streamline workflows, and enable multichannel outreach, helping SMB sales teams manage pipelines and forecast revenue. The value is faster onboarding, lower total cost, and measurable productivity gains without enterprise complexity.
ActiveCampaign

ActiveCampaign

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of customer experience automation services that include personalized onboarding, template design, landing page creation and guided app integrations, enabling businesses to optimize automated campaigns, brand their communications and connect third-party tools for improved marketing and sales results.
  • Key Products:
  • Autonomous Marketing Platform: AI-driven system that determines next best marketing actions aligned to business goals, executes campaigns automatically and reduces manual tasks across channels
  • Active Intelligence: Suite of AI agents that boost strategy, create content, launch campaigns and analyze performance, turning customer data into actionable insights within minutes
  • Email Marketing: Drag-and-drop editor and AI optimization tools to build complex automations or newsletters, personalize messages, and drive conversions at any scale
  • SMS & WhatsApp Automation: Cross-channel workflows deliver personalized text and chat messages across mobile and social apps, keeping brands top-of-mind and boosting customer engagement
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Real Estate CRM Platforms sector

3.1 - Buyout funds in the Real Estate CRM Platforms sector

Buyout Funds investing in Real Estate CRM Platforms companies

51+ funds
Description: Buyout funds focused on Real Estate CRM Platforms companies globally.

Vista Equity Partners

Website HQ: United States
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Real Estate CRM Platforms
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Real Estate CRM Platforms sector

Growth Equity Funds in Real Estate CRM Platforms companies

41+ funds
Description: Growth equity funds focused on Real Estate CRM Platforms companies globally.

Summit Partners

Website HQ: United States
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Real Estate CRM Platforms
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Real Estate CRM Platforms companies

4.2 - Public trading comparable groups for Real Estate CRM Platforms sector

Valuation benchmark group 1: Real Estate Transaction Software Companies

3 companies View group →
Description: Companies in this trading comparable group are public proptech software providers enabling digital property transactions, settlements, and brokerage operations. Their platforms streamline deal workflows, integrate data and compliance, and monetize via SaaS subscriptions, transaction fees, and enterprise licenses. They are grouped together as comparables due to similar product footprints in transaction management, network exchanges, and brokerage enablement, driving recurring revenue and transaction-linked economics.
PEXA Group logo

PEXA Group

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of a digital property settlement platform, facilitating secure and efficient transactions for the real estate industry across Australia and the UK, enhancing connectivity among stakeholders.
  • Key Products:
  • PEXA Exchange: A secure platform facilitating digital property settlements
  • Digital insights: Data-driven insights for real estate and land valuation
  • PEXA Projects: Technology for managing large-scale property settlements
  • Cybersecurity support: Tools to enhance transaction security
  • Customer support: Assistance for legal and financial professionals using PEXA solutions.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Real Estate CRM Platforms sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Real Estate CRM Platforms sector

Who are the top strategic acquirers of Real Estate CRM Platforms companies?

Top strategic buyers in this sector include OJO, a provider of an ai-driven real-estate technology platform that guides homebuyers, sellers and owners through buying, selling and ongoing homeownership, delivering personalized guidance and matching users with the right tools and trusted providers via a blend of people and technology. .

Which buyer groups are most relevant for Real Estate CRM Platforms companies?

Relevant strategic buyer groups similar to the Real Estate CRM Platforms sector include CRM for SMBs because they share similar customer segments and product capabilities.

Financial Investors in Real Estate CRM Platforms sector

Which are the top PE firms investing in Real Estate CRM Platforms companies?

Potential investors in the broader Real Estate CRM Platforms space include Summit Partners and Vista Equity Partners.

Who are the top buyout funds acquiring Real Estate CRM Platforms companies?

Active PE funds and buyout funds acquiring companies in the Real Estate CRM Platforms space include Vista Equity Partners.

Who are the top growth equity funds investing in Real Estate CRM Platforms companies?

Growth funds investing in the broader Real Estate CRM Platforms sector include Summit Partners.

Valuation of Companies in Real Estate CRM Platforms sector

Which are the key public companies that are relevant trading comps for Real Estate CRM Platforms companies?

Key trading comparable groups include PEXA Group, a provider of a digital property settlement platform, facilitating secure and efficient transactions for the real estate industry across australia and the uk, enhancing connectivity among stakeholders..

Which are the key trading comparable groups for Real Estate CRM Platforms companies?

Similar trading comparable companies include Real Estate Transaction Software Companies. Our platform tracks detailed trading comparable groups in the Real Estate CRM Platforms sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Real Estate CRM Platforms sector?

Our platform tracks M&A transactions in the Real Estate CRM Platforms sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Real Estate CRM Platforms?

Access recent funding rounds in the Real Estate CRM Platforms sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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