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Essential
Features
For a
Real
Estate
CRM
Lead Management:
Assign leads to agents automatically.
Capture and organize leads from various sources.
Track lead interactions and follow-ups for better
conversion rates.
Property Listings:
Easily manage and update property listings.
Allow clients to search and filter properties based
on preferences.
Showcase properties with attractive visuals and
detailed descriptions.
Client Communication:
Enable seamless communication between agents
and clients.
Provide built-in messaging tools for real-time
interactions.
Maintain a centralized communication history
for easy reference.
Reminders & Notifications:
Never miss important deadlines.
Receive timely notifications via email, SMS, or in-
app alerts.
Enhance client satisfaction with prompt
responses and follow-ups.
Analytics and Reporting:
Gain insights into sales performance and client
engagement.
Track key metrics like lead conversion rates and
property views.
Generate customizable reports for data-driven
decision-making.

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Must Have Features for a real estate CRM

  • 2. Lead Management: Assign leads to agents automatically. Capture and organize leads from various sources. Track lead interactions and follow-ups for better conversion rates.
  • 3. Property Listings: Easily manage and update property listings. Allow clients to search and filter properties based on preferences. Showcase properties with attractive visuals and detailed descriptions.
  • 4. Client Communication: Enable seamless communication between agents and clients. Provide built-in messaging tools for real-time interactions. Maintain a centralized communication history for easy reference.
  • 5. Reminders & Notifications: Never miss important deadlines. Receive timely notifications via email, SMS, or in- app alerts. Enhance client satisfaction with prompt responses and follow-ups.
  • 6. Analytics and Reporting: Gain insights into sales performance and client engagement. Track key metrics like lead conversion rates and property views. Generate customizable reports for data-driven decision-making.