Forgotten follow-ups
You promised to call back on Tuesday — but it lives only in your memory, and memory fails on a busy week.
For real estate agents
CRM for Real Estate Agents
Keep every client, viewing and next step under control
As an agent you juggle dozens of clients, calls and showings. Realty CRM remembers the details so you never lose a client or forget an agreement.
Works on phone and laptop
A great agent isn't the one with the best memory — it's the one who never drops a detail. But a real estate day is relentless: new inquiries, viewings, price changes, promises to call back. Hold all of that in your head and something eventually falls through the cracks, usually a warm client. Realty CRM gives you one place for every client, request and task, so the small things that win deals don't get forgotten.
Everything is organized around how you actually work: add a client in seconds, match properties to their request, send a branded selection, book the viewing with a reminder, and log the outcome — all on one card. Calls and messages are tracked, so the next conversation always picks up where the last one ended. And because it runs in your phone's browser, your clients and tasks are with you between showings, not stuck on the office computer.
Too much to hold in your head
A busy agent's day is full of small things that are easy to drop.
Clients you lose track of
A warm client goes quiet for two weeks, and by the time you remember, they've already bought elsewhere.
Scattered notes
Requirements in one chat, a phone number in another, an address on a sticky note — nothing in one place.
Slow property search
Finding the right listing for a client means scrolling chats and files instead of one quick search.
Realty CRM
How Realty CRM helps you
Your personal assistant for the parts that are easy to forget.
Your personal client base
Every client on one card with their request, budget and full history — always at hand.
Reminders that fire
Set a follow-up and the CRM reminds you at the right time; today's tasks are on your dashboard.
Fast property matching
Match listings to a client's request and rank them by fit — in a click, not an hour of scrolling.
Branded selections
Send the client a clean, branded selection by link and see what they liked right away.
Call & message history
Calls and messages are logged on the client card, so you always know where you left off.
A day that doesn't fall apart
Every step is captured, so nothing slips between calls.
- 1
New client
Add a client in seconds with their request and budget.
- 2
Match
Pull up matching properties and send a branded selection.
- 3
Showing
Schedule the viewing with a reminder so you're never late.
- 4
Follow-up
Log the outcome and set the next step right on the card.
- 5
Deal
Move the client toward the deal without losing the thread.
Built for the way agents work
The essentials, without the clutter.
Client cards
Requirements, budget, status and history in one place for every client.
Tasks & showings
Personal task list and viewings with reminders you won't miss.
Property matching
Search and match listings to a specific client request.
Shareable selections
A branded page of chosen properties clients can open on any device.
Communication log
Calls and messages tracked so the next conversation picks up smoothly.
Works on your phone
Check tasks and clients between showings — the CRM runs in the browser on mobile.
See it in the product
Real Realty CRM screens an agent uses every day.
Client pipeline
Your clients and their stage, all in one view.
Property search
Filter listings and match them to a client in seconds.
Today's tasks
Reminders and showings for the day on your dashboard.
Who it's for
For agents who want to sell more without dropping the ball.
Solo realtors
One place for your whole client base and daily tasks.
Team agents
Keep your own clients organized inside the agency's system.
Rental specialists
Track many fast-moving requests and viewings at once.
New agents
Build good habits from day one with a simple, clear interface.
Frequently asked questions
Still unsure? Book a demo and we'll show it on your workflow.
Yes. It works just as well for one realtor as for a team — you get your own organized client base and task list.
Yes. The CRM runs in the mobile browser, so your tasks and clients are with you between showings.
A few seconds — name, contact and request are enough to create a card and start working.
Yes. Calls, messages and showing outcomes are logged on the client card.
Yes. You filter listings and match them to the client's budget and requirements.
Related solutions
Never lose a client again
Book a free demo and see how Realty CRM keeps your day organized.