What Is a Real Estate CRM (And What Makes One Different)?
A generic CRM models one thing moving through stages. Property businesses have three things that all move at once.
Read article →Solutions — Real Estate
Real estate businesses run on three moving parts: the properties, the people who want them, and the agents connecting the two. When those live in separate systems — a portal here, a spreadsheet there, a WhatsApp thread somewhere else — leads go cold for reasons nobody can see.
Almost never at the point of sale. It’s earlier: an enquiry from a portal that sat unanswered for two days, a viewing nobody confirmed, a buyer whose requirements were noted on paper, a listing that went live on one channel and not another, and a pipeline that only exists in one agent’s head.
None of these are dramatic. Together they’re the difference between a good month and an average one — and they’re all fixable with systems rather than effort.
A system modelled on property transactions rather than generic sales pipelines: properties, clients, requirements, viewings, offers and the relationships between them.
Enquiries from portals, your website, ads and phone consolidated, deduplicated, assigned by rules, and acknowledged immediately.
Sequences that keep contact alive with buyers who aren’t ready yet, and alert agents when someone re-engages.
Listings, media, documents, status and history in one place, syndicated to the channels you publish on.
New inventory matched against saved buyer requirements automatically, so the right person hears about it first.
Give buyers, sellers or landlords a place to see status, documents and progress instead of calling for updates.
Activity, pipeline, response times and outcomes per agent — visible, comparable and fair.
Two-way connections with listing portals, marketing tools, e-signature and accounting systems.
We follow a lead from first enquiry to completion and note every system, message and manual step it passes through.
Usually lead capture and response time. These are the cheapest changes with the most immediate revenue effect.
One source of truth for properties and contacts, with integrations feeding it rather than competing with it.
Acknowledgements, assignment, reminders, matching, document generation and reporting.
Source to enquiry to viewing to offer to completion, so marketing spend can be judged on transactions rather than clicks.
This is the industry we've gone deepest in, and it's the reason the pages above describe specific problems rather than generic ones — we've had to solve them.
Client names are withheld until we have written permission to publish them. We can be considerably more specific on a call.
Estate and letting agencies outgrowing their spreadsheets
Developers selling their own inventory
Property management companies with recurring operational load
Investment and rental businesses tracking portfolios
Agencies whose CRM was built for software sales, not property
Businesses buying leads and unsure which sources actually convert
Most projects touch more than one of these. Here’s what usually sits next to real estate.
Background on the decisions behind this kind of project.
A generic CRM models one thing moving through stages. Property businesses have three things that all move at once.
Read article →Most agencies don’t lose leads to competitors. They lose them to a two-day response time.
Read article →Spreadsheets are better than people admit — right up until the point where they’re a serious liability.
Read article →Tell us how a lead travels through your agency today. We’ll show you where it’s leaking.
No specification needed. A description of the problem is enough to start.
Google Analytics 4 sets cookies to measure visits. Nothing is loaded until you choose, and declining costs you nothing — the site works identically either way. Details in the privacy policy.