Real Estate CRM Solution

Real Estate CRM Software for Modern Real Estate Businesses

Manage leads, property listings, sales, rentals, site visits, customer communication, and business operations from one platform. Our Real Estate CRM Software helps agencies, brokers, developers, and property management companies stay organized throughout every stage of the property lifecycle.

Lead & Customer Management
Property Listings & Inventory
Sales & Rental Management
Site Visits & Follow-ups
Commission Management
Reports & Dashboards
Real Estate CRM Pipeline Dashboard
$145.5k Commission
18% vs last month
Real Estate Operations

From First Enquiry to Final Deal

Keep every lead, property, site visit, follow-up, and transaction connected in one place. Give your real estate team a clear view of customer requirements, property activity, sales, rentals, and ongoing opportunities throughout the entire property journey.
Ask About Your Challenges

Find the Right Solution for Your Real Estate Challenges

Every real estate business faces unique operational challenges. Select a question below to discover how our Real Estate CRM Software helps simplify everyday processes and keep your business running efficiently.

SELECT A PAIN POINT
6 Questions
Question 1 Are customer enquiries getting lost or delayed?
Question 2 Is it difficult to manage property listings and availability?
Question 3 Are site visits and follow-ups difficult to coordinate?
Question 4 Do you rely on spreadsheets or multiple disconnected systems?
Question 5 Is it difficult to monitor sales, rentals, and team performance?
FINAL QUESTION Still have questions? / Ready to See How It Works?
CRM
Softhealer AI Assistant Automated Solution Assistant
CRM
WELCOME Hello! I am your Softhealer AI Assistant. Click any of the pain-point questions on the left panel to see how our CRM solves your specific operational challenges in real-time.
Click a Question on the left panel...
Real Estate CRM

What Is Real Estate CRM Software?

Real Estate CRM Software is a business management solution designed to help real estate agencies, property developers, brokers, and property management companies manage customer relationships, property listings, sales, rentals, and daily operations from a single platform.

Instead of relying on separate tools for lead management, property records, site visits, contracts, and customer communication, the solution brings everything together in one place. This helps teams stay organized, respond to enquiries faster, and keep every stage of the property journey connected - from the first enquiry to the final sale or rental agreement.

3x Faster Response
100% Inventory Sync
60% Less Admin Time
BUILT FOR YOUR SPECIFIC WORKFLOW
Agencies                                                         & Brokerages

Agencies & Brokerages

Manage leads, agents, property listings, site visits, and commissions from one platform.

Property                                                         Developers

Property Developers

Manage property inventory, customer enquiries, sales activities, and property transactions.

Independent                                                         Brokers

Independent Brokers

Track client requirements, property matches, follow-ups, site visits, and deals.

Property                                                         Managers

Property Managers

Manage properties, rental activities, agreements, renewals, and customer communication.

Real Estate CRM Platform

Manage Your Real Estate Business from One Platform

Managing customer enquiries, property listings, sales, rentals, site visits, and commissions doesn't have to involve multiple systems. Our Real Estate CRM Software brings these everyday operations together in one platform, giving your team a clear view of customers, properties, and business activities.

Whether you're a real estate agency, property developer, broker, or property management company, the solution helps you manage your operations, keep teams aligned, and make informed decisions with real-time business insights.

Everything You Need in One Solution

7 CORE MODULES
CRM & Lead Management
MODULE 01

CRM & Lead Management

Property Listings & Inventory
MODULE 02

Property Listings & Inventory

Sales & Rental Management
MODULE 03

Sales & Rental Management

Site Visit Scheduling
MODULE 04

Site Visit Scheduling

Commission Management
MODULE 05

Commission Management

Communication
MODULE 06

Email, SMS & WhatsApp Communication

Reports & Dashboards
MODULE 07

Reports & Dashboards

Live Interactive
MODULE 07 ACTIVE
LIVE SYSTEM

Reports & Dashboards

Real-Time Business Insights
Autonomous Operational Engine

AI–Powered Automation for Real Estate Operations

Modern real estate businesses need more than just a CRM. Our solution combines AI-powered capabilities with workflow automation to help your team respond faster, reduce manual work, and keep every stage of the property lifecycle connected.

INTELLIGENT CAPABILITY 01

AI-Powered Lead Assignment

Automatically route new enquiries to the right sales representative based on configurable business rules, helping your team respond quickly.

  • Lead source and location
  • Agent availability and workload
  • Automatic assignment and follow-up
AI-powered lead assignment in real estate CRM
INTELLIGENT CAPABILITY 02

Intelligent Property Matching

Match customer requirements with suitable properties based on budget, location, property type, and preferences, making recommendations faster and more accurate.

  • Budget and location preferences
  • Property type and specifications
  • Availability and matching criteria
Intelligent property matching
INTELLIGENT CAPABILITY 03

Workflow Automation

Automate repetitive activities such as follow-up reminders, booking approvals, document generation, and contract renewal alerts to keep operations moving.

  • Follow-up reminders
  • Booking and approval workflows
  • Contract renewal alerts
Real estate CRM workflow automation
INTELLIGENT CAPABILITY 04

Smart Customer Notifications

Automatically send Email, WhatsApp, and SMS notifications for property sharing, site visits, bookings, agreements, and payment reminders.

  • Email, WhatsApp, and SMS
  • Site visit and booking notifications
  • Payment and renewal reminders
 Smart customer notifications for real estate CRM
INTELLIGENT CAPABILITY 05

Real-Time Business Insights

Monitor sales, rentals, commissions, and business performance through interactive dashboards that help you make informed decisions.

  • Sales and rental performance
  • Agent and property performance
  • Revenue and commission insights
 Real-time business insights dashboard
01
AI-Powered Lead Assignment
INTELLIGENT CAPABILITY 01

AI-Powered Lead Assignment

Automatically route new enquiries to the right sales representative based on configurable business rules, helping your team respond quickly.

  • Lead source and location
  • Agent availability and workload
  • Automatic assignment and follow-up
AI-powered lead assignment in real estate CRM
02
Intelligent Property Matching
03
Workflow Automation
04
Smart Customer Notifications
05
Real-Time Business Insights
One Platform. More Control

Key Features of Our Real Estate CRM Software

Manage every aspect of your real estate business with a comprehensive set of tools designed to support customer relationships, property management, sales, rentals, communication, and business reporting - all from one connected platform.

Real estate property model
MODERN REAL ESTATE ENGINE

REAL ESTATE CRM & PROPERTY MANAGEMENT

Connect leads, properties, agents, owners, sales, and rentals in one integrated platform.

Connected
Real Estate Workflow
Omni–Channel
Lead Capture
Automated
Commission Management
Real–Time
Business Insights
Core Customer Hub

CRM & Lead Management

Capture, organize, and manage every customer enquiry from the first interaction to the final transaction. Track leads, assign them to agents, schedule follow-ups, and monitor your sales pipeline to ensure every opportunity receives the attention it deserves.

KEY CAPABILITIES
Multi-channel lead capture
Lead qualification
Opportunity management
Sales pipeline tracking
Follow-up scheduling
Lead assignment
Customer communication history
Requirement management
Lead scoring
Real estate CRM dashboard on laptop
Inventory Control

Property & Listing Management

Maintain a centralized database of your properties with complete details, including ownership information, pricing, availability, amenities, images, floor plans, and supporting documents. Keep listings organized and easily accessible for your entire team.

Centralized property records in real estate CRM

Centralized Property Records

Maintain detailed property profiles with ownership information, pricing, availability, and supporting property documents.

Property Master
Property Categorization
Owner Management
Property listings with images and community media

Community & Property Media

Manage communities and buildings while keeping property images and floor plans organized for easy access.

Community & building management
Property images & videos
Floor plans
Real estate property availability and details

Availability & Property Details

Track property availability and maintain key property details, including amenities and related documents

Property documents
Availability tracking
Amenities management
Commission Rules

Sales, Rentals & Site Visits

Manage the complete sales and rental process, from property enquiries and site visits to reservations, agreements, payments, and lease renewals. Keep every transaction organized while ensuring timely customer follow-ups.

KEY CAPABILITIES
Property reservations
Booking management
Offer management
Sale agreements
Rental contracts
Lease renewals
Site visit scheduling
Calendar integration
Customer reminders
Visit feedback
Follow-up activities
Real estate sales and rental management Field Execution
End-to-End Deal Progression Automated Workflow
01 Property Enquiries & Site Visits
02 Offers & Reservations
03 Sale Agreements & Rental Contracts
04 Invoices, Payments & Lease Renewals
Financial & Incentive Engine

Commission & Agent Management

Manage commissions for agents, brokers, referral partners, and sales teams with configurable rules and automated calculations. Track settlements accurately and maintain complete visibility into commission payments.

KEY CAPABILITIES
Agent commissions
Broker commissions
Referral commissions
Commission settlements
Automatic commission calculation
Agent

Live Commission Split Simulator

See how commission rules allocate each payout

Property Deal Value $1,500,000
Total Gross Commission (2.0%) $30,000
Agent Commission Share (70%) $21,000
Broker / Agency Retention (20%) $6,000
Referral Partner Fee (10%) $3,000

*Rules calculate automatically upon deal stage change to "Closed / Settled".

Omnichannel Engagement

Marketing & Customer Communication

Engage prospects and customers through integrated communication channels and marketing tools. Send campaigns, respond to enquiries, and manage conversations across Email, SMS, WhatsApp, and your website from one platform.

Email campaigns Email campaigns

Email Campaigns

Send newsletters, property updates, and promotional emails.

SMS campaigns SMS campaigns

SMS Campaigns

Send instant alerts, reminders, and appointment updates.

WhatsApp messaging WhatsApp messaging

WhatsApp Messaging

Connect with prospects through WhatsApp conversations.

Marketing automation Marketing Automation

Marketing Automation

Automate lead follow-ups and nurture campaigns.

Website enquiry management Website enquiry

Enquiry Management

Capture and manage website enquiries directly in the CRM.

Analytics & Business Intelligence

Reports & Business Insights

Access real-time dashboards and detailed reports to monitor sales, rentals, customer activities, commissions, and overall business performance. Gain the visibility needed to make informed business decisions with confidence.

KEY CAPABILITIES
Executive dashboards
Sales reports
Rental reports
Financial reports
Agent performance reports
Property analytics
Real estate CRM pipeline analysis dashboard
Communication Suite

Integrated Communication Features

Keep every customer interaction organized with built-in communication tools that help you share updates, send notifications, and stay connected throughout the property journey - all from one platform.

CHANNELS Select channel to preview
SIMULATE LIVE PROPERTY ALERTS
Real-Time CRM Sync
9:41
WhatsApp Channel
Online • Softhealer CRM
LIVE
Today • Connected
Instant Property Updates
Target Audience

Who Can Benefit from This Real Estate CRM Software?

Our Real Estate CRM Software is designed for businesses involved in property sales, rentals, and real estate operations. Whether you manage a growing agency or a multi-branch organization, the solution adapts to your business needs.

Real Estate Agencies

Real Estate Agencies

Property Developers

Property Developers

Property Brokers

Property Brokers

Property Management Companies

Property Management Companies

Commercial Real Estate Firms

Commercial Real Estate Firms

Residential Sales & Leasing Companies

Residential Sales & Leasing Companies

Real Estate Investment Firms

Real Estate Investment Firms

Multi-Branch Real Estate Companies

Multi-Branch Real Estate Companies

See How It Fits Your Business

Talk to our experts to explore how the solution can support your real estate operations.
Connected Workflows

How the Solution Works

Manage both customer enquiries and property operations through connected workflows that help your team stay organized from start to finish.

Lead Management Workflow

Lead Management Workflow

13 Connected Steps • Lead Inquiry to Closing

Track every customer enquiry from the first interaction to a successful property sale or rental while keeping follow-ups and customer communication connected.

01 Lead Capture
02 Lead Qualification
03 Requirement Analysis
04 Property Matching
05 Property Sharing
06 Site Visit
07 Customer Feedback
08 Negotiation
09 Offer
10 Booking
11 Agreement
12 Invoice & Payment
13 Deal Closed
Property Management Workflow

Property Management Workflow

15 Connected Steps • Registration to Handover

Manage the complete property lifecycle from registration and listing to customer engagement, agreements, and final handover.

01 Property Registration
02 Owner Verification
03 Document Upload
04 Property Approval
05 Property Listing
06 Marketing
07 Customer Enquiry
08 Property Matching
09 Site Visit
10 Offer & Negotiation
11 Reservation
12 Agreement
13 Invoice
14 Handover
15 Property Sold/Rented
Why Softhealer

Why Choose Our Real Estate CRM Software?

Our Real Estate CRM Software is built to support the way real estate businesses work, bringing together the tools needed to manage sales, rentals, property data, and customer interactions in a connected system.

01 REAL ESTATE FOCUSED
REAL ESTATE FOCUSED

Built for the Real Estate Industry

Designed to support the needs of real estate agencies, brokers, property developers, and property management companies with industry-focused features.

02 ALL-IN-ONE
ALL-IN-ONE

Complete Business Management

Manage customer enquiries, properties, sales, rentals, site visits, agreements, and commissions without relying on multiple systems.

03 REAL ESTATE FOCUSED
REAL ESTATE FOCUSED

One Connected Platform

Keep customer information, property records, transactions, and communication together, making it easier for teams to access the information they need.

04 GROWTH READY
GROWTH READY

Flexible for Growing Businesses

Support single-office businesses or multi-branch organizations with a solution that adapts as your operations grow.

REAL-TIME VISIBILITY
CRM Core

Real-Time Business Visibility

Track sales, rentals, commissions, and business performance through dashboards and reports that help you make informed decisions.

Performance Metrics
Monthly Deal Velocity
+34.8%
Q1 Sales
Q2 Lease
06 ODOO-BASED PLATFORM
GROWTH READY

Built on Odoo Enterprise

Take advantage of a reliable business platform with the flexibility to support your processes and future business requirements.

Ready to Streamline Your Real Estate Operations?

Manage listings, automate client communications, and close deals faster with our all-in-one Real Estate CRM. Book a free live demonstration today.
FAQ

Frequently Asked Questions

Find answers to common questions about our Real Estate CRM Software, its features, and how it supports your real estate business.

Still have questions? Contact us

Real Estate CRM Software is a centralized platform that helps real estate agencies, brokers, developers, and property management companies manage leads, property listings, sales, rentals, customer communication, site visits, and business operations from one system.

The solution is designed for real estate agencies, property developers, brokers, property management companies, commercial real estate firms, residential leasing companies, and multi-branch real estate businesses.

Yes. The software supports the complete sales and rental lifecycle, including property listings, reservations, offers, agreements, lease renewals, payments, site visits, and customer communication from one platform.

Yes. The solution includes integrated communication tools such as WhatsApp, Email, and SMS, allowing you to share property details, send reminders, booking confirmations, and communicate with customers throughout the property lifecycle.

Yes. The software is built to support businesses of different sizes, from growing agencies to multi-branch real estate organizations. It provides centralized management, real-time reporting, and a scalable platform that grows with your business.

Transforming Businesses with Next-Gen Solutions

Our next-generation solutions are built to transform businesses and drive growth in the digital era.

Find Us

530, West Gate 2,
Ayodhya Chowk, 150 Feet Ring Road Rajkot, Gujarat 360006.

Find Us

131 South End, Croydon CRO 1BJ,
United Kingdom

Contact No.

HR : +91 90232 46069
Sales : +91 93288 25451

Contact No.

Sales : +44 7562 893296

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