Real estate CRM replacement
For companies whose current CRM has become the thing everyone works around. We study how your teams actually sell and lease, then build a CRM that matches it: your stages, your fields, your approvals. Your existing data comes with you, mapped and validated before anyone switches.
Details
- Typical buyer
- Managing directors, sales directors, operations and IT leads
- The problem
- The current CRM is slow, half-used and impossible to report from, and every attempt to bend it has made it worse.
- Typical capabilities
- Contact and client profiles with a full activity timeline
- Lead capture with source tracking from every connected channel
- Assignment rules by area, language, budget or round robin
- Calls, notes, follow-ups and reminders
- Deal management for sales, leasing and off-plan
- Role and branch permissions with an audit log
- Dashboards and exports built on live data
- Migration of contacts, deals, activities and documents from the legacy system
- Integrations
- Website and landing page forms
- WhatsApp Business Platform
- Property portals with lead or listing APIs
- Email and calendar (Microsoft 365 or Google Workspace)
- Telephony systems
- Accounting software
- Example workflow
- Lead arrives from a portal with its source attached
- Routing rules assign it to an Arabic-speaking agent in the right area
- Agent replies on WhatsApp from inside the CRM
- Viewing is booked against a unit from live inventory
- Offer, reservation and close are tracked on one record
- Management sees the result in the source and agent reports
- What we tailor
- Pipeline stages, required fields, routing rules, approval steps, permission levels, report definitions, and which legacy data is worth migrating.






