Build a Real Estate CRM

Interact with buyers, schedule site visits, and nurture leads in the real estate industry.

What is a Real Estate CRM?

A Real Estate CRM software helps you manage deals on the go, saving time and increasing revenue. Create pipelines for properties, investors and buyers. With a CRM tool you will capture all details of individual properties, communications and interactions in one place. You will definitely close more deals. 

A profitable real estate business thrives on automated and efficient administration processes. You can add new properties and details so that any team member has access to real estate data and follow the process with pipeline management tools to find the most important metrics, such as lead generation, closings, and revenue.

Real Estate CRM Benefits

Overall, CRM systems can provide many benefits that help real estate professionals work more efficiently and productively. From enhanced communication, tracking and document management capabilities to analytics for better forecasting and planning, a CRM system for real estate is an essential tool that can bring significant advantages and improved revenue for the company in the long term.

Improved client communication 

A CRM system can enable agents to manage multiple channels of client communication in one place, including emails, texts, phone calls and social media. This consolidated communication channel makes it easier to respond to client queries and concerns in a timely manner, increasing trust and ultimately resulting in more deals.

Streamlined lead management 

A CRM system can help  lead generation, qualification and management, allowing agents to focus on actively working on deals instead of administering leads.

Enhanced organizational efficiency 

A CRM system can automate administrative tasks such as appointment scheduling, document management and billing, freeing up valuable time and resources that can be spent on revenue-generating activities. Additionally, a CRM solution enables easy workflow management that helps keep real estate agents organized and on track with their goals.

Comprehensive property tracking 

A CRM system can enable agents to keep track of all properties and client information associated with those properties, easily accessing information about specific property histories, showings and viewings, ratings, and so on.

Improved sales forecasting and planning 

A CRM system can provide real-time data and analytics that give agents a broader understanding of the sales funnel, enabling sales managers to forecast future revenues and adjust strategies accordingly. This helps agents to identify areas of improvement and recalibrate sales tactics to increase conversion rates, ultimately driving more revenue for the company.

Increased Customer Retention 

In addition to facilitating agents with the management of new leads and opportunities, CRMs can help increase customer retention and satisfaction by providing a centralized hub that enables agents to keep track of and manage all of their communications with clients in one place.

Generate Leads

Onpipeline Real Estate CRM provides real estate industry features. You can create opportunities manually or receive leads directly from your website forms or an external system.

Also, you can create new contacts and deals in your CRM system and assign the owner of the deal (usually a real estate agent or salesperson). 

You can choose the sales pipeline of the deal, as well as provide partners with a dedicated ID to send you new leads. You can manage an unlimited amount of partner IDs (lead sources) to track where each lead is coming from.

Your marketing team can take advantage of our forms and/or save leads from a wide variety of popular platforms, such as WordPress Forms (WPForms), JotForm, Gravity Forms, Facebook Leads, and Google Leads. With our forms and lead saving features, you can easily track, store, and access important customer information.

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Property or Buyer Pipelines

A sales pipeline will help you visualize both your sales and acquisition processes and will show you where your deals are. Each stage brings an opportunity to the next phase, keeping in the previous stage those who have not passed the process.

The visual pipeline in Real Estate CRM is a powerful tool that helps real estate professionals achieve their goals more easily. By breaking down any process into individual tasks, users can track their progress and adjust their strategies accordingly.

This feature makes it easier to stay organized and on top of tasks, and can ultimately have a positive impact on the user’s bottom line. By taking advantage of the visual pipeline, users can increase their efficiency and maximize their profits.

As a result, your sales teams will have a comprehensive view of your customers, with all the necessary information, including data from internal systems, being integrated into a single platform. This will help to streamline the sales process and ensure that customer service is efficient and effective.

Additionally, the solution will help to provide a better understanding of customer needs, enabling the sales team to tailor their approach accordingly and maximize their success rate.

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Schedule visits and calls

Onpipeline CRM provides a comprehensive calendar feature that allows users to store their next actions and tasks. This calendar can be synced with either Gmail or Outlook calendars, making it easy for users to stay organized and up-to-date with their tasks.

The calendar also allows users to quickly and easily view their upcoming tasks and prioritize their work. Onpipeline’s calendar feature is an invaluable tool that helps users stay organized and on top of their tasks.

Starting from an opportunity or a contact, you can plan and manage activities such as visits, emails, meetings, and deadlines. You can also create and assign custom tasks to individuals or groups.

This will help you to effectively track progress and ensure that all tasks are completed on time. Additionally, you can set reminders for upcoming activities and track the progress of each task. This will ensure that you stay on top of all activities and ensure that nothing is missed.

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Document Management

Each account in your CRM software comes with an integrated file storage system that allows you to save any type of document such as PDF, Word, Excel and other file types. The integrated file storage system allows you to store, organize, and manage all of your important documents in one place.

This makes it easy to access the documents you need quickly and efficiently. All of your documents can be securely stored and easily accessed whenever you need them. The files can be easily uploaded to the system and linked to contacts and/or deals. They can also be shared with other team members.

Unlike other Customer Relationship Management (CRM) systems, we do not impose any restrictions or limits on the amount of storage you are allowed to have. 

This means that regardless of the size of your business, you can store as much information as you need without worrying about running out of space or hitting any kind of storage limit. 

With our CRM, you can rest assured that you will always have enough storage for all your customer data and information.

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Save time with Automations

Automation and simplification of processes across both front and back office operations can save time and effort on recurring tasks such as manually sending emails, creating follow-up activities, managing customer information, and tracking customer data.

By automating a process, businesses can minimize manual data entry, streamline workflows, improve customer service, and reduce operational costs. Additionally, automation can help reduce errors, improve data accuracy, and increase overall efficiency.

When a new contact is added, you’ll be able to send an email to that contact to introduce yourself and your company. You can also plan an event when the deal reaches a certain stage in the sales process. Additionally, you can configure the system to automatically reassign a deal to another owner based on predetermined circumstances.

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External data sync

We provide API and Widgets to organizations that want to connect their account to external data. Also, the ability to add custom fields to the CRM database allows integrations with external systems.

It’s easy to sync your CRM data with external applications and databases in real time and have all the details you need within Onpipeline, thanks to our API (included in all plans). 

For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.

Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.

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See how Onpipeline can work for you!

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Onpipeline™ is a cloud-based CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.

Should you have any questions about features, pricing or anything else, please contact us

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