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CRM for real estate agencies and realtors

In the article, we will talk about the peculiarities of using CRM in the real estate industry. We will consider the platforms which are suitable for such tasks. We will tell about the benefits for your business which CRM integration will bring.

CRM for real estate agencies and realtors

The real estate industry is highly dependent on human resources. The quality of client service, the prompt of the client’s request realization and feedback communication depend almost entirely on a realtor. A CRM program can simplify these tasks. Today, real estate agencies are already conducting digitalization for their business based on this software. CRM for a realtor – is a modern tool for optimizing many routine processes that the owner used to spend his/her time on.

Use of CRM by real estate agencies

The activities of real estate agencies are structured in such a way that the company independently solves the issues of residential (non-residential) property turnover, documentary workflow, organizational issues, and final signing of the contract. Obviously, a realtor has to deal with a large amount of information. Keeping data in the head or on paper in the digital world conditions – is not the best idea for company development.

Integration with CRM gives the owner wide range of opportunities to optimize work processes. Most of the tasks that had to be performed manually by the staff can be performed by the program. These include:

  • Creating a real estate database. CRM allows to structure all the information of the company.
  • Automation of documentary workflow. The CRM system for real estate agencies is designed to put things in order in the company’s database. One archive contains all the important papers regarding clients. Business owners who have switched to the CRM model of running a company have already appreciated the convenience of this option.
  • Organization of a single digital system for employees. To get the latest information on real estate objects is possible in one click – interactive maps and a database are available to all staff of the company.
  • Automation of the marketing department work. Thanks to CRM, it is easier to upload offers, sales advertisements of objects to external advertising platforms. The system performs these tasks automatically.

CRM is of great value to the client service department. The system’s capabilities greatly simplify feedback and communication with an audience of potential buyers, landlords, and other entities.

Help of CRM systems for the real estate sale and rent

The main task of CRM for a real estate agency – is to optimize workflows and external communication. The formation of a unified information base helps to increase the speed of customer service, correctly control expenses, and build new external relationships. As a result – an increase in the real estate agency’s profit.

CRM will provide:

  • documentary workflow of real estate sales and rent;
  • remote access to information for all staff;
  • formation of end-to-end analytics of the company’s work;
  • reliable channel of communication with the client base;
  • organization of the real estate agency’s work: planning, reminding, notifications of important meetings, etc. 


CRM unites every department of the agency into a single, well-coordinated mechanism. This gives the owner an effective management and decision-making tool, which ultimately affects business performance.

The best CRMs for real estate agencies and realtors

Rating of CRM systems:

  • Realsoft: a cloud-based system for real estate agencies that supports integration with IP telephony, OLX platform and other services; 
  • Plektan: Ukrainian CRM system for realtors and real estate agencies;
  • Real Estate CRM: one of the best options on the market, a powerful business complex with wide-ranging capabilities;
  • Kvartal PRO: free real estate accounting program designed for both private realtors and large companies.

The CRM systems choice depends on many factors – the company’s tasks and purposes. There are small complexes whose main function is to structure data and communicate with clients. This is CRM for small businesses and private realtors.

For large agencies or real estate rental companies which need deep process optimization, more flexible system complexes are required. In some cases, the best solution is a personalized CRM created specifically for the customer’s needs.

Personal CRM for a real estate agency

Skylex company offers its clients the service of creating a software package for any task. The development of CRM systems for a specific business – is a perfect option for those customers who want to optimize work processes as much as possible and bring the company’s profitability to a new level.

Personalized systems have the following advantages:

  • precise adjustment of functionality;
  • personalized CRM for a real estate agency will have everything you need for your business;
  • it is a tool for one owner, not a universal product.

Skylex offers innovative solutions of CRM creation for companies from Ukraine and abroad.

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