Customizable CRM for Real Estate Agents

Ready for a CRM that unites your team remotely, makes scheduling appointments a breeze, and calculates your workload for the week? With our CRM built on Podio, a cloud-based platform, you get a product that’s tailored to your business’ needs. We know CRMs aren’t one-size-fits-all; get the benefits of a custom system without the obscene price tag.

To-Do Lists

Create daily and weekly to-do lists so that no task falls through the cracks! Assign reoccurring tasks, schedule weekly meetings, and create monthly reports from Podio’s mobile app.

Automatic Reminders

Never forget to follow-up with automatic reminders. Send customers automated emails for birthdays and anniversaries and set reminders to be automatically created with certain tasks.

See Your Time

Manage your time with ease. Our CRM lets you know about how much time each task will take, so you can realistically plan your work week. Track and view how much time each task takes with custom dashboards.

Generate Contracts

Find yourself filling out the same information over and over? Generate auto-filled, client-specific contracts with the click of a button.

Checklist Generator

Save time with pre-saved checklist templates that automatically create and assign action items and tasks to the appropriate employees.

Automated Emails

Never miss a birthday, anniversary, or holiday again! Keep clients in the know with automated status updates as the move through their transaction.

eSignature

Send and sign contracts with ease by linking your system to Right Signature, Panda Doc, or DocuSign. No more printing and scanning!

Our Process

How Does it Work?

Submit a Brief

Create Your Wishlist

The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.

You'll Hear From Us

Our Software Engineer Team

After we receive your contact information, our Software Engineer Team will reach out to you with any further questions or clarifications.

Onboarding

Let's Meet and Greet

In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.

What to Bring

How to Prepare for Your Call

The main goal of our onboarding call is to determine which features best suit your business. We’ll go over workflow, employee roles, and goals.

Implementation

We Connect Your System

It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.

Training + Support

Ongoing Customer Support

We recommend allowing for two weeks of employee training and implementation. We will be available if you have any questions.

Mobile Access, Contract Generation, Lead Management:

Features Fit for Real Estate Agents

Limitless possibilities create

Custom Reporting

  • Advanced Reporting Dashboards
  • Custom Design
  • Automatic Report Updates
  • Data Visualization Integration

Gain a birds-eye view of your agents, leads, and other stats with data visualization integrations. Dashboards can be customized based on user, so you can pick and choose which stats you follow. Stay up-to-date on projects with a live activity feed.

Stay on top of workload with

Task Generation

Creating the same tasks week after week? Become more efficient with your time, decreased human error, and prevents leads from slipping through cracks with lead generation. Podio will automatically create tasks so you know whats on your plate and plan for the future.

Keep track of everyone and everything

Lead Management

With agent view, see only what’s on your plate, reducing clutter or confusion. Agent views also give management the ability to report on all agent fields, segment private information, and delegate specific leads to outside contractors without over sharing. See what a particular agent is working on before assigning a lead, reducing the chance of double or over booking.

Everything in one place

Lead Profiles

  • Correspondence Integration
  • Complete Lead Summary
  • Internal Discussions on Lead

Integrate agent’s email to automatically log client correspondence every time an email is sent. View past correspondence, data changes, and notes right on the lead itself. Keep all info all in one place so information is easily shared between coworkers.

Get organized. Stay organized.

The first step to getting organized is the click of a button.