A sales CRM with WhatsApp, automation, marketing and shared communications. It supports lead generation and follow-up; property and portal management need a separate solution.
The tool must enter after the problem, not the other way around.
Another agency can have well organized the portfolio and still lose opportunities because contacts, calls, WhatsApp and tasks do not have a common track.
A CRM can organize contacts and follow-up very well, but does not automatically replace the management of real estate, buyer requirements and portal publishing.
We analyzed it especially for agencies that already have real estate managers and need to improve customer acquisition, whatsapp, automation and monitoring of interested contacts — the so-called leads.. The useful question is whether that strength matches the bottleneck that today wastes time or contacts to your agency.
Check with your real process what information comes in, who gets it, what task is created and what you should continue to do outside the tool.
Compare with my agency →Clientify It is mainly a CRM or a commercial platform. A CRM is a system for organizing contacts, conversations, tasks and sales opportunities. It can help a lot with tracking and automation, but does not necessarily replace a specific program to manage real estate and portals.
Clientify shows EUR 39/month with an annual payment of EUR 468, plus applicable country taxes, for one user and 1,000 marketing contacts. Confirm monthly billing and additional user costs in its calculator. A 7-day trial is available.
You do not need to know the terminology of the sector to read this part: here we summarize what tasks can help you solve in the daily work.
CRM and stages of the sales process
Professional WhatsApp and shared inbox for multiple users
Automatizations and chatbots with AI
Email marketing, customer acquisition pages and forms
Electronic and analytical signature
It is especially interesting as a commercial tool connected to a real estate manager and offers electronic invoicing for Spain, professional WhatsApp and Spanish support.
A visual CRM for sales stages and follow-up. It can organize buyers, sellers and investors while specialist software handles property records and portal publishing.
Read reviews →Automation and marketing platform to keep track of interested contacts during long sales processes. It is a commercial tool, not a real estate portfolio software.
Read reviews →Specialist real-estate software for agencies that want property records, buyer requirements, owners, portals, websites, communications and sales workflows in one system.
Read reviews →Eleqia Match prioritizes portfolio, portals, tracking, WhatsApp and size before placing Clientify on your short list.
The affiliation does not alter the ranking.