01
The property and client database is scattered
Data lives in Excel, notebooks and phones, which creates duplicates and lost contacts.
Custom CRM
Scope and price agreed before work starts
Properties, clients and deals
CRM for a real estate agency
A CRM for a real estate agency brings properties, clients and the deal pipeline into one system. Agents work from a phone, while the manager sees the full picture.
What it can include
Built around your process We hand over the code
§ 02 · Problem
What breaks without a real estate CRM
02
Incoming leads get lost
Enquiries from the website, advertising and calls disappear because nobody records or distributes them.
03
There is no deal pipeline
The team cannot see each client’s stage or which deal is close to falling through.
04
An agent leaves with the client database
Without access roles, client data can leave the company together with an agent.
05
Properties and clients are not connected
There is no viewing history, so the manager cannot see the real picture.
§ 03 · Solution
What a CRM for realtors can include
These are modules that can be part of your CRM. We assemble it around your process, you take what you need.
§ 04 · Process
How we work
Brief
Design
Development
Launch
01
Brief and process map
We review how your agency works: where leads come from, how deals are managed and who can see what. We agree on the structure, scope and price before work starts.
02
Design and data structure
We design the interface and data model for properties, clients, deals and roles. We agree on them before coding starts.
03
Development
We build the database, pipeline, lead distribution, access roles and website integration. We show the result in stages.
04
Launch and training
We migrate the Excel database, configure roles, train the team and hand over the code.
§ 05 · First step
How we start
We agree on the scope and timeline after reviewing your task. The factors below affect the scope.
First step
A free review of your task
A custom CRM built around your agency’s processes: property and client base, deal pipeline, lead distribution and access roles.
Number of users and roles+
Pipeline and automation scope+
Website and feed integrations+
Excel data migration+
Mobile access+
Bespoke designopt.
§ 06 · FAQ
Common questions
The price depends on scope, integrations and timeline. We prepare an exact estimate after a free review of your task. The scope can include a deal pipeline, automations and integrations.
It is built around your processes, you do not pay monthly for each user, and the code and data remain yours. An off-the-shelf solution has to be adapted to your work, while a custom one is built for it from the start.
Yes. We import your tables, clean duplicates and link properties to clients.
Yes. The CRM works in a phone browser, so an agent can use it during a viewing.
It depends on the scope of the pipeline, roles and integrations. We agree on the exact timeline after reviewing your task, without empty promises.
You do. After payment, we hand over the full code, and the database is yours as well.
§ 07 · Related
Useful pages for your CRM
§ 08 · Request
Let’s price your CRM
Tell us how your agency works. We will outline the scope and prepare a preliminary estimate.
Built around your process Estimate after project review We hand over the code