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- Real Estate CRM
- Who it's for
- Residential brokerages
Residential brokerages
A residential brokerage needs to connect the customer's requirements with the property viewed and the evidence behind the next decision. Relationship Owner starts with the buyer or seller account, prepares the opportunity and records the conversation. The property visit then ties the customer's feedback to the selected listing and reservation.
How Real Estate CRM is set up for you
Clear property context
App Administrator maintains the property code, address and recorded owner consent. Sales Manager can distinguish similar units before reviewing the visit evidence.
Useful follow-up
Calls, meetings and tasks stay under the opportunity with their outcome. The expected close date helps Relationship Owner plan the next contact without assuming the customer has already committed.
Independent outcomes
Sales Manager reviews the exact proposal or outcome revision. A Won date or loss reason remains connected to the evidence used for that decision.
A residential brokerage needs to connect the customer's requirements with the property viewed and the evidence behind the next decision. Relationship Owner starts with the buyer or seller account, prepares the opportunity and records the conversation. The property visit then ties the customer's feedback to the selected listing and reservation.
Choose a buyer search and a representative residential listing. Agree how the brokerage establishes the viewing reservation and who checks its property, agent and time window. Rehearse the visit submission with the address, asking price and useful customer feedback, then have a distinct Sales Manager review it.
Include a returned visit in the rehearsal so Relationship Owner can correct the evidence and request another review. Prepare a proposal from the resulting conversation, recording negotiation only when it actually begins. Use separate acceptance and loss cases to test the customer-outcome path.
Keep the listing state separate from the opportunity outcome. Agree the external transaction-completion procedure during setup and retain its supporting material where needed. The CRM's Won state records the reviewed relationship outcome; the team still follows the agreed completion process. Review the activity trail and operation receipts before expanding the pilot to more staff or listings.
Features to start with
Property Visits
Connect a viewing reservation to the actual visit record and its independent review.
Property Listings
Maintain consented listing details and keep the property context clear when preparing a viewing.
Opportunity Pipeline
Track property opportunities by their actual commercial progress, assigned owner and expected close date.
Roles on the team
- Auditor
- Read authorized evidence and reports only.
- Sales Manager
- Independently review eligible revisions and reconcile evidence through guarded actions.
- Relationship Owner
- Prepare assigned operational records; guarded workflows own protected transitions.
- App Administrator
- Maintain organizations, memberships, accounts and properties without operational approval authority.
Set up Real Estate CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.