Get Real Estate CRM running in four steps.

Click Get started and use Proto to configure CRM for Real Estate for your business. Name the Relationship Owner, independent Sales Manager and App Administrator for the pilot. Admin establishes platform account access, and Auditor receives the agreed evidence scope.

Bring an active buyer or seller account and a representative property with its code, asking price and recorded owner consent. Agree the viewing reservation action and the time-zone convention used by the participants.

Record the first conversation and qualify the current opportunity. Prepare the visit with its property and reservation links, address, visit time, asking price and feedback. Have Sales Manager review the submission, then follow the relationship into proposal and verified customer-outcome review.

Try missing evidence, a stale revision and the preparer’s attempt to approve their own work. Check a mismatched property reservation and an unrelated organization’s record. Repeating a successful action should retain its original receipt without another effect.

Rehearse a correction that waits for downstream confirmation and a reconciliation that finds a real discrepancy. Confirm that the reviewer can make eligible decisions without direct table writes. Release the rehearsed scope after the team can explain each result. Use implementation for the sequence and pricing for the usage model.