Real Estate sales CRM Software

If you are tracking your real estate sales with a spreadsheet like Excel, we are sorry to tell you that this method is inefficient for managing and tracking your company's business opportunities.

However, the good news we have for you today is that there is a better way to track and manage real estate sales. With the Pipedrive CRM you will be able to manage all your business opportunities in one place, keep track of calls, emails and notes, -all in one- with easy access to your prospects and deals.

Create funnels for properties, investors and buyers, that is, to attract, prospect and sell.
Keep a record and organization of all the interactions that have occurred with your customers.
Save time and money by using workflow automation and systematization with a more efficient tool.

What is a Real Estate sales CRM software?

A Real Estate sales CRM is a software that serves to guide, direct and monitor all relationships with your potential clients or prospects, and with your clients whether they are buyers or sellers of properties. It also automates the sales process and helps track potential deals at every stage of the sales funnel. It also allows you to keep your business management activities organized, such as: phone calls, face-to-face or video call meetings, all kinds of appointments, notes, demonstrations or presentations, signing closing contracts and more.

Real estate agents are more productive when using a CRM for real estate sales as it automates some of their routine tasks.

Whether you're dealing with residential, commercial, or industrial land or properties, Pipedrive's sales CRM will save you time and increase your revenue by tracking your deals on the go.

With Pipedrive you can:

Create different sales funnels for properties, investors, buyers or others.
Track conversations with customers
Keep track and take notes in your App
And much more...

Real Estate funnel

The beautiful pipeline visualization for real estate in Pipedrive makes using a CRM a joy for real estate agents.
You will get complete visibility of all sales opportunities. In addition, with Pipedrive real estate agents do not lose any detail of each business opportunity, the follow-up activities to buyers or sellers of properties will not be overlooked.

You'll clearly identify where each contact is in the sales funnel, what stage of the process they're in now, how long they've been in this state, and what action you need to take next.

Before investing in a CRM try Pipedrive free for 45 days

A free trial will help you get to know Pipedrive in your work environment and verify if it meets your needs. In addition, you can invite all the members of your sales team (sales agents, business analysts, marketing specialists, etc.) to carry out an evaluation without any limitations.

Try Pipedrive here

*Full access. You don't need to enter a credit card*
Just use our promotional code: ca-sersoteico

If you have questions, you can contact us at any time. We're here to help!

Why use a Real Estate sales CRM Software?

One of the main reasons real estate agencies use CRM for property management is to streamline their business process, increase sales, and better manage relationships with clients or prospects.

A CRM for sales like Pipedrive is easily customized to your company's needs and will help you stay on top of everything regarding customers or prospects. Once you start using Pipedrive, you will soon discover that there are many more benefits for your business.

You will receive a reminder of all the activities that need to be done each day.
You will have a panoramic view of all the business opportunities that you are following.
The commercial team will reduce their stress by having better control of their commercial process.

Some CRMs on the market are complex, unwieldy, laborious collaboration, packed with useless features that slow everything down, and can take months just to learn how to use. Instead of speeding up your day, they have the opposite effect, and like real estate, time is money, struggling to understand and manage technology is the last thing you want.

On the other hand, we have Pipedrive, a CRM designed to organize all aspects of real estate sales, including managing contacts and tracking leads in an easy and simple way. Its ease of managing prospects and clients, and the rating given by Pipedrive users, determined that the leading software evaluation company Digital.com will name Pipedrive as the best real estate sales CRM Software of 2021.

An ideal CRM for Real Estate developers

Pipedrive is ideal for property developers. Sales funnel view and easy lead tracking keep you on top of all sales. With Pipedrive no prospect gets left behind.

Pipedrive is a CRM that allows customization of the workflow for real estate developers, creates beautiful reports, allows you to create web forms for capturing leads and also offers several automations that will save business management time.

Managers and salespeople really like its real-time sales information dashboard, segmented by time interval, by agent, etc. The powerful visual data platform makes it almost effortless to track your sales, using beautiful dashboards, with graphs and charts that easily communicate what's happening in your business.

Pipedrive is a fully customizable CRM for real estate developers, it is the best option for those who want an easy CRM that sellers like to use.

Connect different lead capture sources to Pipedrive for all your digital marketing campaigns. You can also automatically add leads when creating web forms installed on your website in Pipedrive, as well as those from social networks such as Facebook Messenger and WhatsApp, or from LinkedIn.

Pipedrive's mobile app is perfect for agents on the go. Handle leads on the go with just a few clicks.

Features of a Real Estate sales CRM Software

Funnel of properties, buyers or investors.

Use a tool to track each of your portfolios within your own funnel.

See how close each opportunity is to closing.
Prioritize which opportunities to work on first
Quickly import data or view sample properties instantly

Conversation history tracking

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 Real Estate CRM?

Pipedrive has several features and plans to suit your needs.
Join the group of real estate companies that have managed to increase sales using Pipedrive.

We have subscription plans that fit different budgets. From the most essential functionalities that you will find in the Basic Plan to the Professional Plan, which includes advanced features so you can better organize your data, close more deals and empower your team.

More information

What can you do with a sales CRM for the Real Estate sector?

The right CRM for real estate professionals helps organize all the information and track it effectively so that you can improve your business process.

Keep client and property details, including photos, organized and easily accessible.
Automatically update contact information with the latest details.
Stay connected with customers throughout the process with email reminders and notifications.
Support and manage remote agents with Pipedrive in the cloud and its mobile app.
Prioritize leads and set up a lead qualification system
Use email tracking to see if a potential customer is interested based on clicks and opens.
Onboard new clients and explain your next steps.
And much more...

Real Estate CRM: 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.

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.