A CRM flow tailored for property businesses. Real Estate CRM helps teams manage listings, leads, viewings, and deal follow‑through—while keeping finance and operations connected.
Centralize essential property details, status, and supporting documentation.
Track leads by source and stage so agents follow up consistently.
Schedule viewings and keep a record of activity and outcomes.
Move deals through stages with clear ownership and next actions.
Keep offers, contracts, and internal context attached to the deal.
Connect closed deals to invoicing and accounting workflows when needed.
Track pipeline health, activity volume, and conversion trends over time.
Explore how CRM & Sales complements Real Estate CRM.
Explore how Core Accounting complements Real Estate CRM.
Explore how Smart Mentions complements Real Estate CRM.
It’s designed for property businesses, but can be adapted depending on your workflow needs.
Yes. Track viewings/appointments and outcomes to keep follow-ups consistent.
Where enabled, closed deals can flow into invoicing and accounting workflows.
Yes. Use Data Exporter (or API integrations) to extract data for reporting or migration.
Start with Real Estate CRM today and expand across modules as your teams grow.
Get a guided walkthrough tailored to your workflows.
