What is a real estate sales CRM?
A real estate sales CRM works as a system to guide, direct and keep track of all your relationships with potential clients, buyers or sellers. Automate your sales process and track each potential business at every stage of the sales funnel. It also allows you to keep your business management activities organized, such as: phone calls, meetings via zoom, all kinds of appointments, demonstrations or presentations, signing of closing contracts, among others.

Commercial agents are more productive when using a CRM for real estate. Whether you're dealing with residential, commercial, or industrial land or property, Pipedrive will save you time and increase revenue by tracking your business opportunities on the go.
  • Create sales funnels for properties, investors and buyers.
  • Track customer conversations.
  • Track and take notes in your App.

Try Pipedrive CRM free for 45 days​

* You do not need to enter a credit card * Just use our promotional code

Why use a CRM for real estate sales?

​One of the main reasons that real estate agencies use a CRM for property management is to organize their sales process, improve efficiency and manage customer relationships.

Good relationships can give you a head start on a new property before it appears in a post, help you determine a fair price, and create word of mouth advertising - a powerful lead generator. To keep those relationships strong, a CRM will help you communicate with customers frequently. That means having the right information, at the right time, at your fingertips, whether it's available properties, potential neighborhoods, or customer requirements.

A great real estate CRM that can be easily customized for your specific needs helps you stay on top of everything. Once you start using Pipedrive, you will soon discover that there are many more benefits for your business.

Why is Pipedrive the best CRM for real estate?

Some CRMs are too complicated, difficult to handle, collaboration is laborious, they are full of useless functions that slow everything down and it can take months just to learn how to use them. Instead of streamlining your day, they have the opposite effect.

In real estate, time is money. Having a hard time understanding and handling technology is the last thing you want. However, Pipedrive is designed to organize all aspects of real estate sales, including contact management and lead follow-up.

Features that you will like

Funnel of properties, buyers or investors.
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Use a tool to keep track of each of your portfolios within its own funnel.
  • See how close every opportunity to close is.
  • Prioritize which opportunities to work on first.
  • Import data quickly or view sample properties instantly.
Track history of conversations.

Check your calls, emails, and WhatsApp messages for later follow-ups.
  • Remember what the conversations were about.
  • Organize messages by customer and property.
  • Check the last time you contacted a customer.

Looking for advanced features in a CRM?

Pipedrive has advanced features in the Professional Plan, which include features so you can better organize data, automate, close more deals, and empower your team.
More information >>

How does a CRM work in the Real Estate sector?

The right CRM for real estate professionals can help organize all the information you need to improve your business process.
  • Keep customer and property details, including photos, organized and easily accessible
  • Automatically update contact information with the latest details.
  • Stay connected with customers throughout the entire process with email notifications and reminders.
  • Support and manage remote agents with cloud software and mobile apps.
  • Prioritize leads and establish a lead qualification system.
  • Use email tracking to see if a prospect is interested based on clicks and opens.
  • Onboarding new customers and explaining their next steps.

Easy to use, convenient and intuitive.

Pipedrive offers you all the benefits of real estate CRM without problems:
  • Easy to learn: You can get started in less than three minutes. No technological expertise is required.
  • Easy integration: Pipedrive is designed to work seamlessly with other software, including email,  WhatsApp, Mailchimp , social media, etc. However, you can contact us if you need a very particular integration.
  • Mobile App: Working in real estate involves spending a lot of time outside of the office. Wherever you are, just grab your mobile phone, open the application and in a couple of clicks you will have everything you need.
Pipedrive App for Real Estate
On your mobile, open the application and in a couple of clicks you will have everything you need. Available on Android iOS Systems

Do you have any doubts or questions? We are here to help you​
We are a Pipedrive Certified Partner.
We will help your company configure the Pipedrive CRM, train your sales and management team, fine-tune processes, introduce automations, and provide guidance on how to use it successfully.

Try the real estate CRM for 45 days

* You do not need to enter a credit card * Just use our promotional code

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