CRM for Real Estate
Manage listings, leads, and transactions in one system built for how real estate actually works.
Real estate moves fast. Leads come from dozens of sources, agents work independently, and transactions involve complex multi-step processes. Generic CRMs can't handle this. We build systems that bring order to the chaos of real estate operations.
Challenges We Solve
Common pain points in real estate, and how a custom CRM eliminates each one.
The Challenges
- Leads scattered across portals, email, and spreadsheets
- No visibility into agent pipeline or activity
- Manual follow-up tracking leads to lost deals
- Transaction management disconnected from CRM
Our Solutions
- Centralized lead capture from all listing portals
- Automated drip campaigns based on buyer preferences
- Transaction pipeline with milestone tracking
- Agent performance dashboards and commission tracking
Built for the Way Agents Work
Real estate agents are mobile, independent, and juggling dozens of prospects at once. Our CRMs are designed for this reality: mobile-first interfaces, quick-capture lead forms, and automated follow-ups that keep agents focused on selling.
- Mobile app for lead capture and management on the go
- Automated listing alerts matched to buyer criteria
- Smart scheduling for showings and open houses
- Document management for contracts and disclosures
- Integration with MLS and listing portals
Brokerage-Level Visibility
Brokers and team leaders need to see the full picture without micromanaging. Our dashboards show pipeline value, agent activity, conversion rates, and revenue forecasting at a glance.
Real Estate CRM Insights
Practical guides and best practices for real estate CRM implementations.
What Our Clients Say
“The patient recall system is brilliant. Automated reminders go out at exactly the right intervals and our hygiene schedule is consistently full for the first time ever.”
Patricia Okafor
Practice Manager, Bright Smile Dental Group
Houston, TX
“Service provisioning, trouble tickets, and account management in one system. Our average resolution time dropped from 72 hours to 18 hours.”
George Takahashi
VP of Sales, FiberLink Communications
Kansas City, MO
“Foster family management, case tracking, and donor relationships in one system. We can show funders exactly how their dollars create outcomes. Grants increased 40%.”
Diane Foster
Executive Director, Children's Hope Alliance
Charlotte, NC
“Case management for 400+ youth participants with outcome tracking for our funders. The custom dashboards show real impact metrics that help us win more grants.”
Samantha Reed
Program Manager, Youth Thrive Alliance
Kansas City, MO
“Tracking customer complaints, corrective actions, and quality metrics in one system. Our ISO auditor was impressed. First audit with zero findings since we started.”
Sandra Kowalczyk
Customer Service Manager, Great Lakes Packaging
Green Bay, WI
“Reservation management, private event booking, and loyalty program in one system. Regular customers get recognized and rewarded. Our repeat business is through the roof.”
Laura Fitzpatrick
Owner, Fitzpatrick's Pub & Restaurant
Boston, MA
“Candidate tracking, client relationships, and placement management in one system. Our fill rate improved 25% because nothing falls through the cracks anymore.”
Nicole Sanders
Managing Director, Keystone Staffing Solutions
Philadelphia, PA
“Managing relationships across 12 campuses was chaos. One CRM unified everything: parent communication, staff coordination, enrollment projections. Life-changing for our admin team.”
Michelle Liu
COO, BrightPath Education
San Diego, CA
Ready to Transform Your Real Estate CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.