CRM/ERP for Real Estate
In real estate, a deal spans months of interaction: dozens of showings, negotiations, documents, approvals. Without a CRM, leads get lost, managers duplicate work, and executives lack visibility. With the right CRM, every lead is tracked and every deal stage is transparent.
We develop CRM and ERP systems for real estate agencies, property developers, and management companies. From amoCRM setup with custom widgets to fully custom solutions built on Laravel.
CRM/ERP Solutions for Real Estate
CRM for Agencies
Property and client database management, sales funnel with stages (showing, negotiation, booking, deal). Automatic lead distribution, call and showing tracking. Executive dashboards: conversion by manager, average deal cycle, rejection reasons.
ERP for Developers
Unit selection board with building visualization: apartment statuses (available, booked, sold), price change history. Construction phase management, deadline control, reporting for banks and investors.
Deal Document Management
Template-based contract generation with automatic client and property data population. Electronic signing, status tracking, reminders. Property registry integration for encumbrance checks. Document archive per deal.
Sales Analytics
Lead sources and their conversion, marketing channel ROI, sales dynamics by building and apartment type. Sales forecasting based on historical data. Manager ABC analysis. One-click executive reports.
How We Implement CRM for Real Estate
Sales Process Audit
We observe manager workflows: how they handle calls, conduct showings, formalize deals. We find bottlenecks: where leads are lost, where work is duplicated, where executives lack visibility. This determines the CRM architecture.
Data Migration
We migrate the client base, interaction history, and properties from spreadsheets, accounting, or the old CRM. We clean duplicates and normalize data. Managers start working in the new system without losing context on current deals.
Training and Adoption
A CRM is useless if managers don't fill in data. We provide training, create video guides, set up required fields and automatic reminders. For the first month, we accompany the team, helping build the habit of working in the system.
Frequently Asked Questions
Why a custom CRM when amoCRM and Bitrix24 exist?
Off-the-shelf CRMs cover 70% of needs. But real estate has specifics: unit selection boards, property-to-building mapping, listing feed management, booking with deposits, deal document workflows. A custom CRM based on amoCRM or as a standalone solution closes that 30% that makes the process truly efficient.
Can the CRM integrate with the website and listing platforms?
Absolutely. The CRM is the control center: a property status changes in the CRM and automatically updates on the website and listing platforms. Leads from the website and platforms automatically flow into the CRM linked to the property. Managers work in a single interface.
How do you automate deal document workflows?
The CRM generates documents from templates: booking agreements, purchase contracts, acceptance certificates. Client and property data is populated automatically. Electronic signatures are supported. Status tracking for pending signatures and reminders for overdue documents.
How does a real estate CRM help monitor manager performance?
The CRM records every action: calls, showings, meetings, client communications. Executives see each manager's funnel: leads in progress, average deal cycle, showing-to-booking conversion. Automated reports show who is overloaded and who is underutilized. The result is transparent sales team management without manual oversight.
What integrations are critical for a real estate CRM?
Essential ones: telephony (call recording, caller ID), messengers (WhatsApp, Telegram for client communication), listing platforms (auto-import of leads), partner banks (mortgage approval status), property registries (encumbrance checks). Each integration saves managers 30-60 minutes of manual work daily.
How do you implement a CRM in a real estate agency without losing current deals?
We implement in parallel with current processes. First week — migrating the property and client database. Second — training managers on real tasks. Third and fourth — transitioning to CRM with ongoing support. All current deals are migrated with full history. Managers work in the new system without a pause in sales.
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