Real Estate & Brokerage
Every client, property, and conversation – managed in one place.
A real estate broker juggles buyers, sellers, landlords, and enquirers – each expecting to be reached through a different channel, at a different time. EasyCRM gives every broker and the whole agency a single shared view of contacts, deals, and messages. At a viewing, in the office, or in the car – the mobile app keeps data at hand wherever you are.
Contacts and communications
Buyers, sellers, and landlords – all in one CRM
Every property enquirer is a contact in EasyCRM – with phone number, email, address, notes, and the full communication history. When an enquirer messages on WhatsApp, you reply without leaving the CRM. When they send a Facebook Messenger message, it lands in the same shared inbox. An inbound call via VipTEL shows the contact's name in a pop-up before you even pick up. All brokers in the office see the same conversation thread and nobody replies to the same enquirer twice.
- Buyer, seller, and landlord contacts with full history
- WhatsApp Business messages in the shared inbox
- Facebook Messenger and Instagram DM in the same place
- VipTEL click-to-dial – call a client with a single click
- Inbound call pop-up showing contact name before answering
- Automatic call log with date, direction, and duration
Per-property deal pipeline
Every deal has a stage – from first enquiry to signed contract
Each property your team manages is an opportunity on the Kanban pipeline. You set your own stages – for example: New Enquiry, Viewing Planned, Post-viewing, Price Negotiation, Reservation Agreement, Purchase Contract Signed. Dragging a card advances the deal to the next stage while the whole team sees the current status. You attach activities to the opportunity – viewings, notary meetings, or follow-up reminders – and every activity stays visible in the chronological timeline for that deal.
- Kanban pipeline with stages matching your property sales process
- Viewings and meetings as activities linked to the deal
- Each opportunity has a value, owner, and deadline
- The whole agency sees all deals in one view
- Reports: pipeline analysis, conversion rate, average time to close
Quotes and records
A brokerage agreement and PDF quote in minutes
EasyCRM quotes let you build a price proposal for a client – for example a brokerage offer or a service fee estimate. You compose it directly from the opportunity card with line items, VAT rates, and a PDF export that you send to the client by email from within the CRM. An accepted quote converts to an order in one click. Every interaction stays visible in the contact's timeline – the full relationship history in one place, even when multiple brokers have worked with the same client. The iOS and Android mobile app gives you access to your data at every viewing, even without an internet connection.
- Quotes with line items, VAT rates, and PDF export
- One-click quote-to-order conversion
- Contact timeline – full relationship history in one place
- Mobile app with offline data access
- Sync with Google Calendar and Microsoft Calendar for meetings
- Custom fields for agency-specific record needs (Standard plan and above)
What you get
The whole agency works from one place
- Buyers, sellers, and landlords – all contacts with history in one place
- Per-property pipeline with viewings as activities
- WhatsApp, Messenger, email, and calls – all communications in one inbox
- VipTEL click-to-dial and automatic call logs with no manual entry
- Mobile app – data at every viewing, even offline
- Reports: conversion rate, average deal value, lead source breakdown
- 14-day Pro trial, free of charge
Related topics
Frequently asked questions
EasyCRM for real estate – questions and answers
Give every broker a clear, shared view
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