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Industries · Real estate

The CRM for agents, brokers and developers.

Prospects, pre-qualification, showings, offer and closing. Fields for budget, area and property type; reminders to call back on time.

Start with this editionIndustries

Real estate

Agents, brokers and developers.

Each pack is applied when you create the account, in a single transaction: it all lands or none of it does. Then you tune it your way.

What you have on day one

Pipeline stages

Nuevo prospectoPrecalificadoVisita programadaVisita realizadaOferta presentadaCierreDescartado

Custom fields

Tipo de propiedadselectOperaciónselectPresupuesto máximocurrencyZona / municipio de interéstextHabitacionesnumber¿Preaprobación bancaria?booleanFecha estimada de mudanzadate

Email templates

  • Bienvenida — búsqueda de propiedad
  • Confirmación de visita
  • Seguimiento post-visita

Automations

  • Nuevo prospecto → bienvenida
  • Seguimiento post-visita

They are created switched off: nothing writes to a customer until you review and enable it.

Forms

  • Solicitud de información de propiedad