CRM FOR REAL ESTATE
From “send details” to a site visit. Give every lead a plan.
Connect property enquiries to the right salesperson and track the conversations, visits and decisions that move a buyer forward.
Opens WhatsApp with a message about your business. Send it when you’re ready.
SOUND FAMILIAR?
The work is real.
The chasing can be simpler.
A buyer enquires about two projects, three agents call, and nobody records the visit. A shared property pipeline gives your team the context to act together.
When everything is scattered
- Project leads forwarded into busy WhatsApp groups.
- Two agents call the same buyer without knowing.
- Managers count enquiries but cannot see the next visit.
With a connected CRM workflow
- Project, budget and buying timeline attached to the enquiry.
- One owner with a visible contact and activity history.
- Visits, quotations and bookings tracked as separate milestones.
SEE THE WORKFLOW
From the first enquiry
to a useful next action.
Choose a stage to see what your team does and what gets easier. This is an example we can adapt to your process.
Capture buyer intent
Collect the project, preferred area, property type and budget from supported forms.
Read the complete workflow
Capture buyer intent
Collect the project, preferred area, property type and budget from supported forms.
Your salesperson knows what to discuss.
Match and assign
Check for an existing contact and route the enquiry to the appropriate project team.
Ownership is clear before the first call.
Arrange the visit
Record an agreed visit time, create a reminder and track attended, cancelled or rescheduled visits.
A visit is an action your team can manage.
Follow up with context
Keep buyer feedback, shortlisted properties and the next callback together.
The next conversation picks up where the last ended.
Review the pipeline
Track negotiation, booking or a closed reason, retaining the original campaign source.
Review campaigns against sales milestones.
Would this make your team’s day easier?
Tell us how you handle enquiries today. We can map the steps around your business.
THE OWNER’S VIEW
Know what needs attention.
Without asking everyone.
A useful CRM turns daily updates into a shared view. Agree the fields and outcomes that matter, then give your team a consistent way to record them.
Explore CRM capabilitiesYour working-day overview
Leads awaiting a first call
Upcoming and completed site visits
Active opportunities by project
Bookings and closed reasons by source
HOW WE MAKE IT FIT
Start with your process.
Build a practical first version.
Your existing tools, staff responsibilities and customer journey shape the setup.
- 01
Map your working day
Show us where enquiries arrive, who responds and where follow-ups slow down.
- 02
Connect and configure
Agree the pipeline, fields, owners and reminders. Connect the supported sources and tools you need.
- 03
Review and hand over
Walk through example enquiries, confirm the handoffs and get guidance for the team using the workflow.
We confirm integrations, account permissions, messaging consent and provider charges during scoping. Automated messages use supported channels and the required templates where applicable.
QUESTIONS BEFORE YOU START
A little more clarity.
Can one team manage several projects?
Yes. We can define project-specific pipelines, access and routing while giving managers a shared overview.
Can we see which ads lead to bookings?
We can retain the source identifiers supplied by connected channels and record booking outcomes. Cost reporting depends on the available advertising data.
Does this include running our Meta ads?
This workflow captures and manages enquiries from connected sources. Ad campaign management is a separate service and can be discussed if you need it.
MAKE YOUR NEXT STEP EASIER
Your process.
With less chasing.
Tell us about your real estate business and the tools you use today. Let’s work out where a CRM can help first.
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