CRM for Real Estate connects buyer and seller accounts with assigned property opportunities, viewing records and the evidence behind commercial decisions. App Administrator maintains brokerage organizations, staff membership and consented property listings.
Opportunities in one list
| Record number | Subject | Counterparty | Owner | Expected close date | Expected value USD | |
|---|---|---|---|---|---|---|
| OPP-43802 | Maple Street buyer offer | Lina Farouk | Lina Farouk | 19 Oct | 930 | |
| OPP-81509 | Cedar Lane seller listing | Noah Kim | Julian Moreau | 19 Oct | 170 | |
| OPP-54262 | Riverbend townhouse purchase | Priya Raman | Julian Moreau | 11 Oct | 890 | |
| OPP-83122 | North Quay condo offer | Omar Bennett | Omar Bennett | 28 Oct | 520 | |
| OPP-33845 | Willow Court downsizing search | Omar Bennett | Maya Velasquez | 19 Oct | 350 |
Sales Manager independently approves, rejects or returns the eligible visit revision.
Every feature works on the same records. Pick one to see the screen your team works in.
Connect an eligible buyer or seller account to the brokerage staff responsible for the opportunity.
Accounts
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Maya Velasquez | BUY-2026-104 | Maya Velasquez | 18 Alder Way, Portland, OR | Preapproval letter on file | Cedar Gate Realty | |
| Ethan Sato | SEL-2026-118 | Ethan Sato | 220 Cove Street, Tacoma, WA | Seller authorization signed | Riverbend Home Partners | |
| Priya Raman | BUY-2026-127 | Priya Raman | 6 Fern Road, Salem, OR | Viewing consent confirmed | Pinewell Estates | |
| Omar Bennett | BUY-2026-139 | Omar Bennett | 91 Harbor Lane, Seattle, WA | Budget range verified | Willow Ridge Brokerage | |
| Lina Farouk | SEL-2026-146 | Lina Farouk | 32 Pine Court, Eugene, OR | Listing agreement active | Alder Row Realty |
Maintain consented listing details and keep the property context clear when preparing a viewing.
Properties
| Property code | Street address | Property type | Asking price USD | Owner consent | Listing status | |
|---|---|---|---|---|---|---|
| PORT-184-MAPLE | 184 Maple Street, Portland | Single-family home | 360 | Signed listing agreement | Listed | |
| TAC-027-CEDAR | 27 Cedar Lane, Tacoma | Townhouse | 20 | Written viewing permission | Listed | |
| SAL-611-RIVER | 611 Riverbend Way, Salem | Condominium | 570 | Owner approval on file | Listed | |
| SEA-042-QUAY | 42 North Quay Road, Seattle | Duplex | 240 | Co-owner consent received | Listed | |
| EUG-009-WILLOW | 9 Willow Court, Eugene | Residential lot | 470 | Agency authorization signed | Listed |
Track property opportunities by their actual commercial progress, assigned owner and expected close date.
Opportunities
| Record number | Subject | Counterparty | Status | Expected close date | Expected value USD | |
|---|---|---|---|---|---|---|
| OPP-26842 | Maple Street buyer offer | Omar Bennett | New | 24 Oct | 360 | |
| OPP-83837 | Cedar Lane seller listing | Julian Moreau | Qualified | 21 Oct | 490 | |
| OPP-53558 | Riverbend townhouse purchase | Julian Moreau | Proposal | 18 Oct | 710 | |
| OPP-92303 | North Quay condo offer | Julian Moreau | Negotiation | 15 Oct | 680 | |
| OPP-86062 | Willow Court downsizing search | Omar Bennett | Won | 24 Oct | 820 |
Keep calls, meetings, tasks and supporting documents with the opportunity they explain.
Relationship activities
| Parent | Line number | Activity type | Due at | Completed at | Outcome | |
|---|---|---|---|---|---|---|
| Orchard Row first-home search | 430 | Call | 13 Oct | 14 Oct | Buyer requested disclosures | |
| Harbor View loft sale | 590 | Meeting | 18 Oct | 20 Oct | Second viewing scheduled | |
| Riverbend townhouse purchase | 240 | 03 Nov | 23 Oct | Offer drafted for review | ||
| North Quay condo offer | 220 | Task | 30 Oct | 23 Oct | Seller approved listing terms | |
| Willow Court downsizing search | 90 | Call | 12 Oct | 16 Oct | Inspection booked |
Connect a viewing reservation to the actual visit record and its independent review.
Approval conditions
| Parent | Property | Reservation | Property address | Visit at | Asking price | |
|---|---|---|---|---|---|---|
| Orchard Row first-home search | 9 Willow Court, Eugene | Willow Court, Thursday 5 pm | 184 Maple Street viewing | 27 Oct | 330 | |
| Pine Hill investor acquisition | 27 Cedar Lane, Tacoma | Willow Court, Thursday 5 pm | 27 Cedar Lane viewing | 02 Nov | 890 | |
| Willow Court downsizing search | 42 North Quay Road, Seattle | Pine Hill, Monday 9 am | 611 Riverbend Way viewing | 02 Nov | 750 | |
| North Quay condo offer | 184 Maple Street, Portland | Harbor View, Wednesday 3 pm | 42 North Quay Road viewing | 15 Oct | 370 | |
| Orchard Row first-home search | 27 Cedar Lane, Tacoma | Maple Street, Saturday 10 am | 9 Willow Court viewing | 15 Oct | 470 |
Review the current proposal and verify the evidence behind a Won or Lost customer outcome.
Relationship activities
| Parent | Line number | Activity type | Due at | Completed at | Outcome | |
|---|---|---|---|---|---|---|
| Riverbend townhouse purchase | 440 | Call | 15 Oct | 16 Oct | Buyer requested disclosures | |
| Orchard Row first-home search | 390 | Meeting | 14 Oct | 18 Oct | Second viewing scheduled | |
| Pine Hill investor acquisition | 780 | 15 Oct | 16 Oct | Offer drafted for review | ||
| North Quay condo offer | 660 | Task | 20 Oct | 23 Oct | Seller approved listing terms | |
| North Quay condo offer | 250 | Call | 13 Oct | 18 Oct | Inspection booked |
Preserve the commercial history while investigating operation results and correcting authorized scope.
Operation receipts
| Parent | Operation key | Action | Expected revision | Occurred at | Failure reason | |
|---|---|---|---|---|---|---|
| North Quay condo offer | viewing-2026-041 | Confirm property viewing | 470 | 31 Oct | Viewing slot already booked | |
| Cedar Lane seller listing | offer-review-2026-052 | Approve offer submission | 710 | 11 Oct | Owner consent expired | |
| North Quay condo offer | listing-2026-063 | Attach seller disclosure | 180 | 25 Oct | Buyer preapproval missing | |
| Cedar Lane seller listing | visit-approve-2026-074 | Schedule follow-up tour | 30 | 31 Oct | Agent confirmation pending | |
| Harbor View loft sale | disclosure-2026-085 | Update listing status | 120 | 26 Oct | Offer revision changed |
Property opportunity to verified outcome ships ready to use. 3 steps need a named approval before the work moves on: Review visit (Sales Manager), Review proposal (Sales Manager) and Review outcome (Sales Manager).
Use existing evidence to qualify the current customer opportunity.
Record the property, viewing context and customer feedback for review.
Have Sales Manager independently decide the submitted visit revision.
Have Sales Manager review the submitted proposal scope and next activity before the opportunity advances.
Verify customer acceptance or loss evidence before recording the result.
Compare operation claims with actual linked effects and investigate discrepancies.
Open any opportunity to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
Counterparty, Owner, Expected close date and Expected value USD.
Each line is linked to this opportunity.
Auditor, Sales Manager and Relationship Owner, each with their own permissions.
Establish account and Qualify opportunity, with the role that acts.
Review visit and Review proposal, with who decides.
Lina Farouk
| Parent | Operation key | Action |
|---|---|---|
| North Quay condo offer | viewing-2026-041 | Confirm property viewing |
| Cedar Lane seller listing | offer-review-2026-052 | Approve offer submission |
| North Quay condo offer | listing-2026-063 | Attach seller disclosure |
Sales Manager reads authorized records and decides eligible revisions through review actions. The role's table access remains read-only; approval authority does not grant general record editing.
Signed in as Sales Manager
| Decision | Approver | |
|---|---|---|
| Review visitHave Sales Manager independently decide the submitted visit revision. | Sales Manager | |
| Review proposalHave Sales Manager review the submitted proposal scope and next activity before the opportunity advances. | Sales Manager | |
| Review outcomeVerify customer acceptance or loss evidence before recording the result. | Sales Manager |
Everyone opens Real Estate CRM to the work that is theirs. Pick a role to see what it starts with.
Read authorized evidence and reports only.
This is the first screen this role sees.
Property visits · Auditor
| Parent | Property | Reservation | Property address | Visit at | Asking price | |
|---|---|---|---|---|---|---|
| Orchard Row first-home search | 9 Willow Court, Eugene | Willow Court, Thursday 5 pm | 184 Maple Street viewing | 27 Oct | 330 | |
| Pine Hill investor acquisition | 27 Cedar Lane, Tacoma | Willow Court, Thursday 5 pm | 27 Cedar Lane viewing | 02 Nov | 890 | |
| Willow Court downsizing search | 42 North Quay Road, Seattle | Pine Hill, Monday 9 am | 611 Riverbend Way viewing | 02 Nov | 750 | |
| North Quay condo offer | 184 Maple Street, Portland | Harbor View, Wednesday 3 pm | 42 North Quay Road viewing | 15 Oct | 370 | |
| Orchard Row first-home search | 27 Cedar Lane, Tacoma | Maple Street, Saturday 10 am | 9 Willow Court viewing | 15 Oct | 470 |
Independently review eligible revisions and reconcile evidence through guarded actions.
This is the first screen this role sees.
Property visits · Sales Manager
| Parent | Property | Reservation | Property address | Visit at | Asking price | |
|---|---|---|---|---|---|---|
| Orchard Row first-home search | 9 Willow Court, Eugene | Willow Court, Thursday 5 pm | 184 Maple Street viewing | 27 Oct | 330 | |
| Pine Hill investor acquisition | 27 Cedar Lane, Tacoma | Willow Court, Thursday 5 pm | 27 Cedar Lane viewing | 02 Nov | 890 | |
| Willow Court downsizing search | 42 North Quay Road, Seattle | Pine Hill, Monday 9 am | 611 Riverbend Way viewing | 02 Nov | 750 | |
| North Quay condo offer | 184 Maple Street, Portland | Harbor View, Wednesday 3 pm | 42 North Quay Road viewing | 15 Oct | 370 | |
| Orchard Row first-home search | 27 Cedar Lane, Tacoma | Maple Street, Saturday 10 am | 9 Willow Court viewing | 15 Oct | 470 |
Prepare assigned operational records; guarded workflows own protected transitions.
This is the first screen this role sees.
Property visits · Relationship Owner
| Parent | Property | Reservation | Property address | Visit at | Asking price | |
|---|---|---|---|---|---|---|
| Orchard Row first-home search | 9 Willow Court, Eugene | Willow Court, Thursday 5 pm | 184 Maple Street viewing | 27 Oct | 330 | |
| Pine Hill investor acquisition | 27 Cedar Lane, Tacoma | Willow Court, Thursday 5 pm | 27 Cedar Lane viewing | 02 Nov | 890 | |
| Willow Court downsizing search | 42 North Quay Road, Seattle | Pine Hill, Monday 9 am | 611 Riverbend Way viewing | 02 Nov | 750 | |
| North Quay condo offer | 184 Maple Street, Portland | Harbor View, Wednesday 3 pm | 42 North Quay Road viewing | 15 Oct | 370 | |
| Orchard Row first-home search | 27 Cedar Lane, Tacoma | Maple Street, Saturday 10 am | 9 Willow Court viewing | 15 Oct | 470 |
Maintain organizations, memberships, accounts and properties without operational approval authority.
This is the first screen this role sees.
Accounts · App Administrator
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Maya Velasquez | BUY-2026-104 | Maya Velasquez | 18 Alder Way, Portland, OR | Preapproval letter on file | Cedar Gate Realty | |
| Ethan Sato | SEL-2026-118 | Ethan Sato | 220 Cove Street, Tacoma, WA | Seller authorization signed | Riverbend Home Partners | |
| Priya Raman | BUY-2026-127 | Priya Raman | 6 Fern Road, Salem, OR | Viewing consent confirmed | Pinewell Estates | |
| Omar Bennett | BUY-2026-139 | Omar Bennett | 91 Harbor Lane, Seattle, WA | Budget range verified | Willow Ridge Brokerage | |
| Lina Farouk | SEL-2026-146 | Lina Farouk | 32 Pine Court, Eugene, OR | Listing agreement active | Alder Row Realty |
Maintain platform account access without inheriting commercial review authority.
Understand the property pipeline, viewing evidence and the reasons behind recorded outcomes.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 41 | ||
| Qualified | 23 | 56% | |
| Proposal | 16 | 70% | |
| Negotiation | 8 | 50% |
Sample totals per stage
What expected USD value sits in each commercial stage and authorized brokerage organization?
Which owner is responsible for upcoming opportunities and their recorded probability?
Which open opportunities need attention because their expected close date is approaching or has passed?
List Properties with property type, asking price USD, listing status and owner consent for listing-context review.
Which stored viewing windows belong to each property and agent, and when do their holds expire?
Which visits are submitted, approved or completed, and what feedback belongs to each revision?
Which conversations and next activities explain the opportunity's commercial progress?
Which evidence and independent decisions support a Won or Lost result?
Which recorded operation claims need investigation before completion can be confirmed?
See how Real Estate CRM fits your kind of team.
Follow buyer and seller conversations through property visits and reviewed customer outcomes.
Keep commercial property discussions, proposal scope and independent decisions under the same opportunity.
Keep account ownership, review authority and opportunity evidence within the right brokerage scope.
Each stage of property opportunity to verified outcome names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to configure the brokerage workflow and help the team inspect opportunity evidence.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 12 tablesStart with one team and one process, then add the rest once the basics are running.
Choose the brokerage organization, an eligible account and a representative property. Name distinct Relationship Owner and Sales Manager participants, and agree the expected-value convention.
Admin establishes platform account access. App Administrator maintains memberships, account eligibility and the property listing with recorded owner consent. Check role access using the real participant accounts.
Record the initial conversation and qualify the current opportunity. Test a missing outcome and stale revision before relying on the guarded path.
Agree the reservation action, time-zone handling and access. Inspect the selected property, agent and viewing window, then submit the visit with address, asking price and feedback. Have Sales Manager review a returned-and-corrected case as well as a valid case.
Submit the current proposal scope and next activity. Record negotiation only when it actually begins. Close separate acceptance and loss cases through independent review, preserving earlier expected value and activity history.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure CRM for Real Estate for your business. Begin with an eligible account, a representative property and distinct Relationship Owner and Sales Manager identities. Rehearse qualification, visit review and a customer outcome before expanding the scope.
The opportunity identifies the account, brokerage organization and assigned owner. Activities, attachments, visit records, review decisions and operation receipts keep the commercial history connected to that parent.
App Administrator maintains the property code, address, type, USD asking price and recorded owner consent. Listing status is separate from the opportunity's commercial stage and the visit's completion state.
Relationship Owner supplies the address, visit time, asking price and feedback for the current revision. The visit also identifies the intended opportunity, property and viewing reservation before it moves from Draft to Submitted.
Sales Manager and Auditor can inspect stored reservations within authorized scope. The schedule shows the property, agent and opportunity with start, end and expiry. Agree the reservation action and its access during setup.
Sales Manager independently decides eligible revisions through guarded actions. The preparer cannot supply their own independent approval, and the reviewer's table access remains read-only outside those actions.
Use Negotiation only when negotiation has actually started. Proposal submission records the scope and next activity with its independent decision; it does not automatically establish a negotiation event.
Relationship Owner submits verified acceptance or loss evidence. An eligible independent Sales Manager verifies the exact revision before recording Won with its date or Lost with a reason. Earlier expected value and activity evidence remain available.
Guarded actions use an operation identity and revision checks to retain the original outcome without another effect. Investigate the existing receipt when a response is uncertain rather than treating a retry as a new business event.
The authorized correction path requires a reason and current revision. Executed scope needs Sales Manager approval of the compensating action, which remains Pending until the required downstream confirmation exists. Earlier evidence is preserved.
Start free, then use Proto to change fields, steps and approvals before your team goes live.