Manage Relationships, Not Just Listings
Real Estate Relationship Manager
The RealHomes CRM plugin brings a complete, powerful, all-in-one Customer Relationship Management system to your website. It helps you manage leads, inquiries, deals, and tasks in one unified workspace directly from your RealHomes dashboard. Designed specifically for real estate professionals, it streamlines client communication, improves collaboration, and helps convert opportunities into successful property transactions.
Lead Management Made Simple
Capture and organize every client lead in one place. Easily record contact details, communication sources, and lead statuses ensuring that no opportunity slips through the cracks.
Inquiry Tracking and Insights
Track property-related inquiries, categorize them by type and status, and stay on top of your client interest patterns with a clean and efficient interface.
Deal Pipeline and Stages
Manage every deal from initial contact to closure. Visualize progress with deal stages, assign agents, and set probabilities to forecast success all with flexible customization from CRM settings.
Task Automation for Better Follow-ups
Create and assign tasks, set priorities, and manage deadlines to keep your team aligned and productive. Follow up with clients at the right time and never lose momentum.
Import and Export Data with Ease
Quickly import or export your entire CRM data in CSV format. Whether you’re migrating from another system or backing up your data, RealHomes makes it effortless.
Analytics & Insights
Monitor your CRM activity with ease. Gain valuable insights into leads, deals, and performance trends to make data-driven business decisions that move your real estate forward.
Access Control & Permissions
Ensure data privacy and control across your CRM. Manage who can view, edit, or assign tasks and leads keeping your workspace secure and well-organized
Leads - Capture Every Opportunity
Add new leads directly from the RealHomes Dashboard. Include details like contact info, lead type (prospect, investor, partner, etc.), and source. You can define your own lead statuses, making it easy to track progress at every step.
Inquiries - Organize and Track Buyer or Tenant Interest
Manage inquiries efficiently for purchase, rent, or lease. Record property type, city, and preferences like budget, area, and number of rooms giving your agents all the context they need to close deals faster.
Deals - Track the Progress of Every Transaction
Monitor the full sales cycle through customizable deal stages (In Progress, On Hold, Won, Lost). Assign agents, set probabilities, and define next steps such as follow-ups, meetings, or document reviews.
Tasks - Manage Daily Operations Efficiently
Create and manage tasks for your team such as follow-ups, meetings, document reviews, or property visits. Tasks include priority levels and due dates to ensure timely execution and accountability.
Import & Export - Simplify Your Data Management
Easily import existing leads, inquiries, deals, or tasks via CSV upload, or export them for external analysis. The system also includes sample files for correct formatting, ensuring a smooth data migration process.
Smart Data Mapping During Import
RealHomes CRM gives you full control while importing data. Simply match your CSV columns with the correct CRM fields for leads, inquiries, deals, or tasks. The clean, intuitive interface makes mapping quick, accurate, and error-free.
Full Control at the Backend
RealHomes CRM Settings
General Settings
Define fallback values to maintain consistency across your CRM data. Use this setting to set a default placeholder for empty fields, ensuring a clean and professional display throughout your CRM modules.
Leads Settings
Customize prefixes, lead types, and statuses to perfectly align with your workflow. Categorize prospects, investors, or partners and monitor every stage from the first contact to successful conversion — giving you complete control over lead management.
Inquiries Settings
Create and organize multiple inquiry types and statuses to streamline your client communication process. Whether it’s a purchase, rent, or consultation request, RealHomes CRM helps you track and manage every inquiry efficiently.
Deals Settings
Configure your deal pipeline visually with fully customizable stages, probabilities, and next steps. Assign color-coded stages and progress indicators to help your team easily track deal status from initial contact to successful closure.
Tasks Settings
Define task types, priorities, and statuses to keep your daily operations structured and efficient. From follow-ups and meetings to documentation and reviews, RealHomes CRM helps you and your team stay organized and on schedule.
Notes for Every Interaction
Keep track of important details across all your CRM items. Whether it’s a lead, inquiry, deal, or task, you can add quick notes to record discussions, updates, or reminders. This makes collaboration smoother and ensures that no valuable context is ever lost.
Bulk Selection and Actions
Manage your CRM data more efficiently with bulk actions. Select multiple leads, inquiries, deals, or tasks at once to perform quick operations like deletion or export. This helps you save time and keep your workspace clean and organized.
Powerful Search and Filtering
Find what you need instantly with RealHomes CRM’s built-in search and filtering tools. Quickly locate leads, inquiries, deals, or tasks using relevant keywords or criteria, helping you stay focused and organized even as your CRM grows.
Frequently Asked Questions
RealHomes CRM
Everything you need to know about connecting your RealHomes Customer Relationship Management system.
Can agents and agencies access the CRM?
Yes. Agents and agencies can manage their leads, inquiries, and deals directly from the frontend dashboard. Access can be controlled through role permissions.
Can I import existing leads or inquiries?
Absolutely. The CRM allows CSV import and export for leads, inquiries, deals, and tasks. Sample templates are included to make it easy.
Are inquiries automatically linked to properties?
Yes. Each inquiry can be associated with specific properties for easy tracking and context.
Can tasks and deals be assigned to specific agents?
Yes. Admins and agencies can assign deals and tasks to agents for clear accountability and collaboration.
Can I customize CRM fields and statuses?
Yes. From the CRM Settings panel, you can define your own stages, statuses, probabilities, and priorities for each module.
