Object database and statuses
Residential and commercial real estate, new buildings, resale, prices, photos, documents and stages of the transaction.
CRM for real estate agencies
Objects, agents, impressions, feeds and customer communications in one workflow.
We put together a CRM for an agency or development sales department: a database of objects, selections, communication history, integration with platforms, telephony and instant messengers, a realtor’s office and tools for accelerating the transaction.
What scenarios does real estate CRM cover?
In real estate, it is important not only to store client cards. We need a single center for managing objects, publications, displays, selections and agent negotiations.
Feeds and integrations with sites
CIAN, Avito, DomKlik and other sites are synchronized without manual dubbing.
Selection, displays and mortgage scenarios
Selection of objects according to the client’s request, requests for viewing and history of recommendations.
CRM for realtors, which speeds up selection and prevents applications from getting lost
Suitable for agencies, brokers, premium real estate and internal sales departments
In real estate, CRM must work directly with the client and the object. Therefore, we design the system so that the agent sees the context of both parties, and the manager controls the source of the transaction and the workload of the team.
We place a special focus on feeds, platforms, instant messengers, telephony, selections, displays and agent accounts. This is especially important when objects are quickly updated and there are several acquisition channels.
Catalog of objects inside CRM
Object cards, statuses, documents, photos and publication history.
Geography and filters
Districts, metro, budget, area, mortgage and other parameters for accurate selection.
Agent communications
Calls, instant messengers and requests for viewing are collected in the client card.
Feeds and platforms
Import and export of objects, update schedules and check for duplicates.
Automation of routine tasks
Collections, reminders, letters and quick scenarios for working with clients.
Conversion and download control
Reports on agents, impressions, sources and site performance.
80%applications immediately go to CRM
1unified database of objects and clients
+40%accelerating the work of agents in a mature circuit
How to develop a CRM for real estate
First, we assemble a model of the object and transactions, then we connect platforms and agent scenarios, after which we finalize analytics and communication tools.
1
Object and transaction model
We define cards for objects, clients, selections, impressions, mortgage scenarios and tasks.
2
Connecting platforms and channels
We integrate CIAN, Avito, DomClick, telephony, messengers and website forms.
3
Realtor and client office
We collect the agent’s workplace, communication history and quick selections for the client.
4
Launch and optimization
We customize reports, rules for updating feeds, access and AI tools to suit the real practice of the agency.
What is usually included in a CRM for real estate
The composition of the modules depends on whether it is an agency, marketplace, premium real estate or an internal department of the developer.
Object cards
Parameters, photos, documents, layouts, mortgage, statuses and history of changes.
Feeds and publications
Import and export of objects to sites on a schedule, without manual routine and duplicates.
Collections and shows
Formation of selections for the client, history of offers and registration for viewing.
Telephony, instant messengers and analytics
Call history, correspondence and reports on agents, conversion and site performance.
What changes after launching CRM
The result is evident both in the speed of publishing objects and in the quality of processing demand on command.
Faster publishing of objects
The team stops updating sites manually and makes fewer mistakes in cards.
Fewer lost applications
Views, reminders and communications do not remain in agents' personal messengers.
Transparent work of the department
The manager sees not only the number of objects, but also the quality of demand processing.
Cases of CRM and real estate platforms
Projects where we automated objects, feeds, agent communications, selections and the client path to the transaction.
SBAgency web portal
Real estate agency portal Sbagency.ru + custom CRM, mortgage calculator.
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MH Estate - website and CRM
Website creation and CRM for MH Estate: convenient selection of properties, personal accounts, integration with instant messengers, acceleration of transactions and automation of real estate agency work.
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Parking space on Yii2 with CRM and feeds
A Yii2 site with a CRM system, loading and unloading objects through feeds from Yandex, Avito and other sites.
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