How to Start RealOffice360 CRM for Real Estate: A Comprehensive Guide

Greetings, real estate professionals! As the industry continues to evolve, it becomes increasingly important to streamline business processes and effectively manage client relationships. This is where a CRM (customer relationship management) system becomes an invaluable tool. In this article, we’ll take a deep dive into how to start RealOffice360 CRM for real estate, a top-rated platform designed specifically for the industry. Whether you’re a seasoned agent or just starting out, read on to learn everything you need to know to get started with RealOffice360 CRM.

What is RealOffice360 CRM?

RealOffice360 CRM is a cloud-based software solution that serves as a comprehensive platform for managing client relationships and data for real estate professionals. It provides tools for organizing contacts, tracking deals, managing listings, and more. The system is designed to be user-friendly and customizable to meet the unique needs of each user. RealOffice360 CRM offers a range of features that help real estate professionals streamline their workflow and close more deals.

Key Features of RealOffice360 CRM

RealOffice360 CRM offers a wide range of features to help real estate professionals manage their business processes effectively. Here are some of the key features of the platform:

Feature Description
Lead Capture Automatically capture leads from web forms, social media, and other sources.
Lead Scoring Automatically score leads based on their level of engagement with your business.
Contacts Management Organize contacts, notes, and client communication in one place.
Deals Management Manage deals and opportunities through the sales funnel.
Listings Management Manage listings, showings, and open houses in one place.
Automated Workflows Automate repetitive tasks and workflows for increased efficiency.
Email Marketing Create, send, and track email marketing campaigns.
Reporting and Analytics Track performance metrics and generate reports for insights into your business.

Getting Started with RealOffice360 CRM

Now that you know what RealOffice360 CRM is and what it can do, let’s dive into how to get started with the platform. Here are seven steps to get up and running:

Step 1: Sign Up for RealOffice360 CRM

The first step is to sign up for RealOffice360 CRM. You can do this by visiting the RealOffice360 website and clicking on the “Get Started” button. Choose the plan that works best for you, and enter your payment details to create your account. Once you’ve signed up, you’ll receive an email with login credentials to access the platform.

Step 2: Set Up Your Account

After logging in, you’ll need to set up your account. This includes configuring your settings, adding your branding (such as your logo), and customizing your dashboard to fit your needs. You can also import your contacts from other platforms such as Google Contacts or Microsoft Outlook to get started quickly.

Step 3: Add Your Leads and Contacts

With your account set up, it’s time to start adding your leads and contacts. This can be done in a few different ways, including manually entering them or importing them from a CSV file. Once you’ve added your leads and contacts, you can organize them into lists and begin tracking your interactions with them.

Step 4: Create Deals and Opportunities

With your leads and contacts organized, you can begin creating deals and opportunities. RealOffice360 CRM allows you to track deals through the sales funnel, from lead generation to closing. You can set reminders and create tasks to help you stay on top of your deals.

Step 5: Manage Your Listings

RealOffice360 CRM also provides tools to manage your listings, showings, and open houses. You can add listings to your account, schedule showings, and manage open houses all in one place. This can help you stay organized and save time on administrative tasks.

Step 6: Utilize Automated Workflows

RealOffice360 CRM provides automated workflows to save you time on repetitive tasks. You can set up workflows to automate lead follow-ups, send email campaigns, and more. This can help you stay on top of your business without getting bogged down in administrative tasks.

Step 7: Generate Reports and Insights

Finally, RealOffice360 CRM provides reporting and analytics tools to help you track your performance and generate insights into your business. You can track key performance indicators (KPIs) such as lead conversion rates and deal closing rates to improve your business processes.


1. Is RealOffice360 CRM right for me?

RealOffice360 CRM is designed specifically for real estate professionals, so if you’re in the industry, it’s definitely worth considering. It offers a wide range of features to help you streamline your business processes and manage your client relationships. Plus, it’s user-friendly and customizable to fit your unique needs.

2. How much does RealOffice360 CRM cost?

Pricing for RealOffice360 CRM starts at $29 per user per month. There are also higher-tier plans available with additional features and functionality.

3. Does RealOffice360 CRM offer a free trial?

Yes, RealOffice360 CRM offers a free trial for new users. You can sign up for a 14-day free trial to test out the platform and see if it’s right for you.

4. Can I import my contacts into RealOffice360 CRM?

Yes, RealOffice360 CRM allows you to import your contacts from other platforms such as Google Contacts or Microsoft Outlook.

5. Does RealOffice360 CRM integrate with other apps?

Yes, RealOffice360 CRM integrates with a wide range of other apps and services, including Gmail, Google Drive, and Mailchimp.

6. Is RealOffice360 CRM easy to use?

Yes, RealOffice360 CRM is designed to be user-friendly and easy to use. It’s customizable to fit your unique needs, and the interface is intuitive and easy to navigate.

7. Can I cancel my RealOffice360 CRM subscription?

Yes, you can cancel your RealOffice360 CRM subscription at any time. Simply log in to your account and navigate to the “Billing” section to cancel your subscription.


RealOffice360 CRM is a powerful tool for real estate professionals looking to streamline their business processes and manage their client relationships more effectively. With a wide range of features and a user-friendly interface, it’s a platform worth considering for anyone in the industry. By following the steps outlined in this guide, you’ll be up and running with RealOffice360 CRM in no time. Don’t wait – start using RealOffice360 CRM today to take your real estate business to the next level.

If you have any questions or need further assistance with starting RealOffice360 CRM for real estate, please don’t hesitate to contact us. Our team of experts is available to help you get started and make the most of the platform.

Closing Disclaimer

The information provided in this article is for informational purposes only. We do not represent RealOffice360 CRM or any other company or product mentioned in this article. We cannot guarantee the accuracy, completeness, or suitability of any information provided in this article. You should always conduct your own research and consult with a qualified professional before making any investment or business decision.

How to Start RealOffice360 CRM for Real Estate: A Comprehensive Guide

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