CRM built for
real estate deal flow.
Lead-to-close pipeline management, MLS-integrated contact intelligence, automated follow-up sequences, and referral network tracking — configured for how brokerages actually sell, not how generic CRMs think you should.
Where real estate CRM delivers closed deals.
Four workflows where we consistently see measurable impact within the first 90 days of deployment.
Lead-to-Close Pipeline Management
Before
Leads come in from Zillow, Realtor.com, your website, and referrals — landing in different inboxes and spreadsheets. Agents cherry-pick the easy ones. Half the leads never get a first call. The managing broker has no visibility into pipeline health.
After
Every lead hits a single CRM pipeline with automated round-robin routing based on agent capacity, specialization, and geography. Stage progression is tracked from first contact through showing, offer, under contract, and closed. Managing brokers see real-time pipeline dashboards by agent, source, and stage.
35% more leads contacted in 5 min
Automated Follow-Up Sequences
Before
Agents manually send follow-up emails and texts — when they remember. A lead who visited an open house gets one call and then nothing for two months. Long-term nurture is nonexistent. Warm leads go cold because nobody has a system.
After
Behavior-triggered drip campaigns fire automatically based on lead actions — property views, saved searches, open house attendance, price change alerts. Sequences adapt based on engagement: responsive leads get accelerated outreach, cold leads enter long-term nurture tracks with market updates and neighborhood content.
3x follow-up consistency
Referral Network Tracking
Before
Past client referrals — the highest-converting lead source — are tracked in the agent's head or a personal spreadsheet. The brokerage has no visibility into referral patterns, no systematic way to nurture past clients, and no attribution when a referral closes.
After
A dedicated referral pipeline tracks every past client relationship, automates anniversary and milestone touchpoints, and attributes closed deals back to the referring contact. Agents see referral potential scores based on client satisfaction, social influence, and time since close. Managing brokers can measure referral revenue by agent and program.
2x referral deal attribution
Transaction Coordination
Before
Once a deal goes under contract, coordination happens across email, text, and phone calls between agents, title companies, lenders, inspectors, and clients. Critical deadlines slip. Documents are emailed back and forth with no single source of truth.
After
The CRM's transaction management module tracks every milestone — inspection period, appraisal, title clearance, financing contingency, closing — with automated reminders to all parties. Document checklists ensure nothing is missed. The managing broker sees a dashboard of all active transactions and upcoming deadlines across the brokerage.
90% fewer missed deadlines
Built for leaders who manage deal volume.
Managing brokers running 20+ agent teams
You need pipeline visibility across your entire brokerage. You can't manage what you can't measure. A properly configured CRM gives you real-time dashboards on lead response times, conversion rates by source, and agent productivity — without chasing spreadsheets.
VP of Sales at multi-office brokerages
Your agents use three different systems and you're making resource allocation decisions based on gut feeling. You need unified reporting, standardized processes, and lead routing that actually reflects territory and specialization rules.
Marketing directors at real estate companies
You're spending on Zillow, Google Ads, social media, and direct mail — but you can't tell which source produces the best cost-per-closed-deal. CRM attribution solves this and lets you reallocate budget based on actual revenue data.
CTOs and operations leaders at proptech companies
Your brokerage technology stack is fragmented. CRM, transaction management, commission tracking, and marketing automation are separate systems with manual data bridges. You need an integrated architecture that eliminates double entry and data silos.
From sales process audit to closing machine.
Sales Process Mapping
We map your brokerage's actual sales workflow — lead sources, routing rules, follow-up cadences, transaction stages, and reporting requirements. We document what works, what's broken, and where deals fall through the cracks.
CRM Architecture & MLS Integration
We select the right CRM platform for your scale, configure pipelines and custom fields for real estate workflows, and build the MLS/IDX integration so lead behavior data flows directly into contact records.
Automation & Drip Campaigns
We build the automated follow-up sequences, lead scoring models, task assignment rules, and transaction milestone workflows. Every automation is tested with real scenarios before going live.
Agent Training & Adoption
We roll out in waves — power users first, then full brokerage. Training is mobile-first and focused on daily workflow improvements. We measure adoption by actions taken, not logins, and iterate based on agent feedback.
Questions about real estate CRM.
Should we use a real estate specific CRM or a general platform like HubSpot or Salesforce?
It depends on your brokerage size and operational complexity. Real estate specific CRMs like Follow Up Boss, kvCORE, or Sierra Interactive ship with MLS integration, drip campaigns, and transaction management out of the box — they're fast to deploy for teams under 50 agents. But they hit limitations when you need custom reporting, multi-office attribution models, or integration with non-real-estate systems like ERP or HR platforms. For brokerages with 50+ agents, multiple offices, or complex lead routing rules, a general CRM like HubSpot or Salesforce configured specifically for real estate workflows gives you more flexibility and better data ownership. We help you evaluate both paths honestly before committing.
How does MLS/IDX integration work with a CRM?
MLS data flows into your CRM through IDX feed connections or the newer RESO Web API standard. When a lead searches properties on your IDX-powered website, their search behavior — saved searches, viewed listings, favorited properties — syncs back to their CRM contact record in real time. This gives agents context before they call: they can see that a lead has been looking at 3-bedroom homes in a specific neighborhood for two weeks. We build the integration so that listing alerts, price change notifications, and new listing matches trigger automated CRM workflows — not just email blasts, but smart routing based on lead score, property type interest, and agent availability.
How do you handle agent adoption when rolling out a new CRM?
Agent adoption is the single biggest risk in any brokerage CRM project, and we plan for it from day one. The approach that works: start with the agents' pain, not the broker's reporting needs. If the CRM makes their daily workflow faster — auto-logging calls, surfacing hot leads, sending follow-ups they used to do manually — they'll use it. If it feels like another system to update, they won't. We design the rollout in waves: power users first (your top 5 agents who are tech-forward), then expand once those agents are visibly closing more deals with the system. We also build mobile-first workflows since most agents live on their phones, not desktops.
Can you build lead source attribution across portals, social, and referrals?
Yes, and this is one of the highest-ROI CRM capabilities for brokerages. We set up multi-touch attribution that tracks leads from first source (Zillow, Realtor.com, Google Ads, social media, referral, open house sign-in) through every touchpoint to closed transaction. This means you can calculate actual cost-per-closed-deal by lead source — not just cost-per-lead. Most brokerages discover that their cheapest lead sources (portals) have the worst conversion rates, and their most expensive sources (referral programs, sphere marketing) actually produce the lowest cost-per-close. We build the dashboards so managing brokers can make data-driven decisions on marketing spend by source and by agent.
How do you handle TCPA and Do Not Call compliance in CRM automation?
Compliance is built into the automation architecture, not layered on as an afterthought. Every automated text message and call workflow includes consent verification at the contact level — the CRM checks that the lead has opted in to the specific communication channel before any automation fires. We integrate DNC list scrubbing (both federal and state registries) into the lead import process so non-compliant numbers are flagged before agents ever see them. For texting, we implement A2P 10DLC registration and ensure all automated messages include opt-out language. We also build audit trails so you can demonstrate compliance if a complaint is filed.
Real estate CRM expertise — not generic system integrators
We understand real estate deal flow — lead routing, MLS data structures, commission splits, and the reality that agents live on their phones, not desktops. You contract with a US LLC (Florida), communicate in your timezone, and get senior CRM engineers with genuine real estate technology experience at 40–60% less than US-only consultancies through our LATAM delivery capacity.
MLS/IDX integration specialists
RESO Web API, RETS, and IDX feed experience across major MLS systems
40–60% cost savings
US LLC contracting with LATAM senior engineering delivery
Ready to close more deals with less manual follow-up?
Tell us about your brokerage's lead volume, current systems, and where deals are falling through the cracks. We'll map the CRM opportunity and give you an honest assessment before you commit.