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.
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 want a very visual business process, organized in stages—what many crm call pipeline—for buyers, sellers, owners and operations.. 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 →Pipedrive 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.
Pipedrive prices its plans per user and offers a trial. Calculate costs for your actual agent count, plan and required add-ons.
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.
Business stages for buyers, sellers and operations
History of conversations and activities
Automations and reminders
Mobile App
Reports and integrations
It can support sales follow-up in a Spanish agency that already has property-management software. Check integration with the lead sources you use.
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.
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 →CRM scalable with free entry and a comprehensive set of marketing, sales and service tools for agencies that prioritize customer acquisition and growth.
Read reviews →Eleqia Match prioritizes portfolio, portals, tracking, WhatsApp and size before placing Pipedrive on your short list.
The affiliation does not alter the ranking.