Every client, first message to deal.CRM for real estate agents and agencies
Each client sits in a stage, with the time they have been there, their viewings and their story from the chat. Your whole real estate pipeline on one board.
Try it for 7 days, no card.
How a client moves through your CRM
- A client arrivesFrom Lead generation or Inbox.
- Pick a stageMove the client along your board.
- Book a viewingListing, day and time.
- Close the dealThe full story stays with the client.
What you get in your CRM
Lead management for a small team, with no extra setup.
Stages
See every client by stage, and how long they have been in it. Spot who has waited too long.
Viewings
Book a viewing for a client. It shows in a calendar with the listing, day and time.
The story of each client
Dates and value, built from their chats. The chats themselves live in Inbox.
Your team
Add team members, up to the number of people on your plan.
Bring in your old CRM: import it once from a CSV file. It is free, and you can do it once.
What your CRM looks like
Demo data from a demo agency.
Viewings go into a calendar. Villa, day and time.
The full story of each client. Dates and value.
Questions
Can I bring my old CRM?
Yes, once. Export it as a CSV file and import it, on any plan. Live sync with other CRMs is not available.
Does the CRM cost credits?
No. The CRM is included on every plan and is never charged in credits.
Can my team use it?
Yes. You can add team members, up to the number of people on your plan.
How do clients get into the CRM?
Leads move in from Lead generation and from Inbox. You can also bring in older clients from a CSV file.
Where are the chats?
Your chats live in Inbox. The CRM shows the story of each client built from them. See pricing.
