Real Estate Agency CRM System

Streamline your real estate agency operations

A comprehensive CRM designed for real estate agencies to centralize lead management, property tracking, and client communications, boosting efficiency and closings.

Trusted by modern real estate agencies
Modern, elegant product-inspired hero visual for CRM

The Core Problem

Small real estate agencies often miss out on potential sales due to disorganized leads from various sources like calls, emails, or walk-ins, resulting in forgotten follow-ups and lost opportunities. Scattered property listings lead to errors such as showing unavailable homes, while manual communications delay closings and risk client loss. Owners struggle with limited visibility into staff performance and market trends, missing key growth areas. This CRM centralizes everything to recover lost revenue, streamline operations, and enhance client trust.

  • Scattered leads and missed follow-ups
  • Disorganized property listings and errors
  • Delayed communications and client churn
  • Limited visibility into trends and performance

Outcome

A unified, self-hosted platform that centralizes leads, automates workflows, and provides real-time insights for faster closings and better client experiences.

Designed for Every Role

Agent / Owner

Oversees leads, property listings, and overall sales operations with comprehensive dashboards for monitoring and decision-making.

Assistant / Staff

Manages incoming inquiries, data entry, lead assignments, and daily support tasks to keep operations running smoothly.

Client (Portal)

Provides self-service access for browsing properties, scheduling viewings, tracking contracts, and communicating with agents.

Agent/Owner Dashboard

Gain complete oversight with real-time updates and intuitive widgets tailored for non-technical users.

  • Lead overview with status filters and color-coded alerts
  • Property listings including availability and inquiries
  • Sales funnel visualization for conversion tracking
  • Client activity feed showing recent interactions
  • Analytics widgets for trends and projections
  • Alerts for new leads, missed follow-ups, and updates
  • Messaging hub for overseeing communications
Agent/Owner Dashboard preview

Standard Plan

Core tools for small agencies to manage leads, properties, and communications effectively.

Lead Profile Management

Included

Centralized tracking of leads with detailed preferences and interaction history.

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Property Listing Module

Included

Organized management of property details with easy search and updates.

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Viewing Scheduling

Included

Calendar-based booking system to schedule property viewings without conflicts.

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Follow-Up Reminders

Included

Automated alerts for timely lead nurturing and task management.

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Contract Management

Included

Secure storage and status tracking for all contracts.

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Commission Tracking

Included

Accurate calculation and logging of commissions from sales.

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Client Communication Log

Included

Centralized history of all client interactions for easy reference.

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Market Analysis Tool

Included

Internal data analysis for generating trend reports.

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Lead Scoring

Included

Prioritization of leads based on engagement levels.

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Virtual Tour Integration

Included

Linking of 360-degree tours to property listings for enhanced viewing.

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Referral Program

Included

Tracking and rewarding client referrals to generate new leads.

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Document Storage

Included

Secure repository for property-related documents.

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Analytics Dashboard

Included

Visual metrics on sales funnels and performance.

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Open House Management

Included

Scheduling and tracking of open house events with RSVPs.

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Integration with MLS

Included

Synchronization with Multiple Listing Services for up-to-date data.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited leads
  • Email notifications
  • Role-based access
  • Client portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights — $20-35 each.

Automated Drip Campaigns

$25/mo

Nurture leads with scheduled email sequences.

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E-Signature for Contracts

$25/mo

Enable digital signing of contracts directly in the system.

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Advanced Analytics

$25/mo

In-depth insights into sales and market trends.

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Client Feedback System

$25/mo

Collect and aggregate post-closing feedback.

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Multi-Language Support

$25/mo

Translate interfaces for international clients.

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Payment Gateway Integration

$25/mo

Facilitate online deposits through the portal.

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Property Comparison Tool

$25/mo

Enable side-by-side property comparisons for clients.

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Lead Assignment Automation

$25/mo

Automatically assign leads based on rules.

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Document Approval Workflow

$25/mo

Track and manage document reviews and approvals.

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Open House Analytics

$25/mo

Report on open house performance and leads generated.

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Task Management Dashboard

$25/mo

Assign and track staff tasks for better efficiency.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25/mo

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99/mo
  • Lead Profile Management
  • Property Listing Module
  • Viewing Scheduling
  • Follow-Up Reminders
  • Contract Management
  • Commission Tracking
  • Client Communication Log
  • Market Analysis Tool

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Automated Drip Campaigns
  • E-Signature for Contracts
  • Advanced Analytics
  • Client Feedback System
  • Multi-Language Support
  • Payment Gateway Integration
  • Property Comparison Tool
  • Lead Assignment Automation

What Agencies Are Saying

“Our lead conversions increased and missed follow-ups became rare.”

— Alex, Agency Owner

“Inquiry handling is streamlined, reducing errors significantly.”

— Jordan, Assistant Lead

“Client histories help deliver personalized service every time.”

— Taylor, Senior Agent

Ready to transform your agency?

Start with the Standard Plan and add advanced features anytime.