REAL ESTATE CRM SOLUTION
Manage Every Property Deal with Salesforce CRM
Simplify property listings, match buyers with the right opportunities, manage deal pipelines, track tenants, and coordinate commissions through a real estate CRM solution designed for property businesses and real estate firms.
Everything You Need to Manage Real Estate Operations
Bring property data, client relationships, sales activities, and ongoing property management workflows together in one connected CRM experience.
Property Listing Management
Organize property details, availability, pricing, ownership information, and listing status to help your team maintain a consistent property database.
Intelligent Listing Matching
Connect buyer and tenant requirements with relevant property listings using criteria such as location, budget, property type, and preferences.
Deal Pipeline Management
Track leads, property enquiries, negotiations, appointments, and deal progress to give your team a clearer view of every opportunity.
Commission Splitting
Record commission arrangements and coordinate broker or agent shares to support more organized transaction and payout tracking.
Tenant Tracking
Keep tenant details, occupancy information, lease milestones, and follow-up activities organized for ongoing property management.
Automated Client Communication
Support timely client updates, enquiry follow-ups, appointment reminders, and communication workflows throughout the property lifecycle.
From First Enquiry to Successful Deal Closure
Create a more connected process for brokers, agents, property managers, buyers, and tenants.
Capture Enquiries
Organize incoming leads and capture client requirements so your team can manage enquiries systematically.
Match Properties
Identify relevant listings based on buyer preferences, property details, location, and budget.
Manage the Deal
Track appointments, negotiations, deal stages, communication, and commission arrangements.
Manage Relationships
Maintain ongoing client and tenant records while coordinating follow-ups and property activities.
Explore Real Estate CRM Workflows
See how connected workflows can support brokerage activities and property lifecycle management.
Broker Workflow Walkthrough
Explore a real estate CRM demonstration covering enquiries, customer information, site visits, property details, and related sales activities.
Property Lifecycle Management
Explore property management in Salesforce CRM, including property records, lease tracking, availability, and property portfolio visibility.
See How Real Estate CRM Can Fit Your Business
Explore the solution with a live walkthrough or discuss sandbox trial access to evaluate the workflows for your property management and brokerage requirements.
TURN YOUR CRM CHALLENGES INTO A CLEAR STRATEGIC ROADMAP.
Assess your current environment, prioritize meaningful improvements, and define a technology strategy built around your business goals.