How to Use for Real Estate CRM: A Comprehensive Guide

Welcome to our Real Estate CRM Guide!

Are you a real estate agent or broker looking for an exceptional CRM to manage your workflow and tasks efficiently? If yes, then you are in the right place. In this guide, we will explore the world of, how it works, and why it is the perfect fit for real estate professionals. We will provide a comprehensive guide on how to use for real estate CRM, touching on its primary features, and how to integrate it into your daily activities. So, whether you’re a seasoned agent or a beginner, this guide has everything you need to get started. Let’s dive into the world of and take your real estate business to the next level.


Real estate is a highly competitive industry that requires agents and brokers to be on top of their game. The ability to manage leads, organize properties, and follow-up with prospects is crucial. With technology taking the lead in most industries, real estate is no exception. In recent years, real estate professionals have been turning to CRMs (Customer Relationship Management) to help them streamline their workflow and achieve better results.

Choosing the right CRM for your real estate business can be overwhelming, but not when you choose is a cloud-based, project management platform that offers an all-in-one solution to manage your workflow. It is a highly customizable tool that offers a vast range of features to help you manage your real estate business better. From tracking leads, managing appointments, coordinating with your team, to tracking the progress of your deals, has got you covered.

With, you can create your very own real estate workflow that suits your needs. It is easy to use, no matter your level of expertise, and offers an intuitive interface that even beginners can navigate with ease. In this guide, we will explore some of the features of and how to use them to manage your real estate business.

Why use as your Real Estate CRM? offers a vast range of benefits to real estate professionals. Here are a few reasons why:

Benefits Features
Customizable Board views, Custom Fields, Integrations
User-Friendly Easy to use interface, Drag-and-drop functionality, Intuitive navigation
Collaborative Team Management, Task Assignment, Shared Updates
Time-Saving Automated Tasks, Reminders, Calendar
Accessible Cloud-based, Mobile Application, Email Integration

Now that we have covered some of the benefits of using as your real estate CRM let’s dive into how to use it.

How to use for Real Estate CRM

Creating your First Board

The first step in getting started with is creating your first board. A board is a collection of items that represent your workflow. To create your first board, follow these steps:

  1. Log in to and click on the “+” button located at the bottom right of the dashboard.
  2. Select the board type you want to create. In this case, select the “Real Estate” template or create your custom board.
  3. Customize the board by adding columns to represent your workflow stages. For example, you can add columns such as “Leads,” “Appointments,” “Properties,” “Deals,” among others.
  4. Add Items to represent your real estate deals. You can create as many items as you want, and each item can represent a deal. Fill in the necessary details such as property address, client name, deal status, and more.
  5. Invite your team to collaborate on the board. You can assign tasks, share updates, and communicate within the board.

Managing your Real Estate Workflow with

Now that you have created your first board, managing your real estate workflow with is easy. Here are some of the things you can do:

Tracking leads

With, you can create a lead tracking system that lets you keep track of all your leads in one place. You can create a new column on your board, titled “Leads.” Whenever you have a new lead, create a new item, and fill in the necessary details such as customer name, phone number, email address, and any notes. Whenever you follow up with the lead, you can move the item to the next appropriate column until you close the deal.

Managing Appointments

Another essential feature of is that it lets you manage your appointments effortlessly. You can create a new column titled “Appointments” and set the date and time for each appointment. You can also assign the appointment to a team member and receive email reminders before the scheduled time. This feature eliminates the need to use a third-party appointment scheduling tool.

Coordinating with your Team makes it easy to communicate with your team members, assign tasks, and track progress. You can assign tasks to specific team members and set deadlines. You can also share updates and communicate within the item to ensure everyone is on the same page.

Tracking Deals and Progress lets you track the progress of each deal by moving it through the workflow stages. You can see which deals are in progress, which deals are in negotiation, which deals are closed, and more. You can also add custom fields to each item to track additional information such as commission rates, property type, and more.

Integrating with other Real Estate Tools can integrate with other real estate tools to make your workflow even more efficient. For example, you can integrate with your email provider, such as Gmail or Outlook, to receive notifications when you receive a new lead. You can also integrate it with your favorite real estate apps, such as Zillow or, to receive updates on new listings.

Frequently Asked Questions (FAQs)

What devices support supports all devices, including desktops, laptops, tablets, and smartphones. You can access your account from anywhere using the web or mobile application.

Can I customize for my specific needs?

Yes, one of the primary benefits of is that it is highly customizable. You can create your custom boards, add custom fields to items, and customize columns to represent your workflow stages. You can also customize the interface to match your branding and preferences.

Can I collaborate with my team on

Yes, is a collaborative tool that lets you invite your team members to work on a board together. You can assign tasks, share updates, and communicate within items to ensure everyone is on the same page.

Does have a mobile application?

Yes, has a mobile application available for iOS and Android devices. You can access your account from anywhere and stay up to date on your real estate deals.

Is secure?

Yes, is a secure platform that uses industry-standard encryption to protect your data. It also offers two-factor authentication to ensure only authorized users can access your account.

Can I automate tasks on

Yes, offers an automation feature that lets you automate repetitive tasks, such as sending follow-up emails, assigning tasks to team members, and more. This feature saves you time and eliminates the need for manual input.

What payment options are available for offers a variety of payment options, including monthly, annual, and bi-annual plans. You can choose the one that best suits your needs and budget.

How do I get support on offers a variety of support options, including live chat, email support, and a detailed knowledge base. You can access these options from the help center within your account.

Can I track my deals’ progress on

Yes, lets you track the progress of your deals by moving them through the workflow stages. You can see which deals are in progress, which deals are in negotiation, which deals are closed, and more.

Can I add a calendar to my account?

Yes, offers a calendar view that lets you see all your appointments and tasks in one place. You can customize the view to show only the information you want to see.

Can I export my data from

Yes, lets you export your data in various formats, including CSV, Excel, and JSON. You can export data from individual boards or your entire account.

How much does cost? offers a variety of pricing plans, starting at $8/user/month. You can choose the plan that best suits your needs and budget.

Can I use for other industries?

Yes, is a versatile platform that works for any industry. You can create custom boards to suit your workflow, no matter your industry.

Can I cancel my subscription?

Yes, you can cancel your subscription at any time. You will not be charged any further after canceling your subscription.

Conclusion is a powerful tool that can help real estate professionals manage their workflow effectively. It offers a customizable and user-friendly interface that makes it easy to manage your real estate business. With features such as lead tracking, appointment scheduling, team collaboration, deal tracking, and automation, has everything you need to succeed.

So, if you’re looking for a real estate CRM that can take your business to the next level, give a try. Sign up for a free trial today and see for yourself how it can transform your workflow.

Closing Disclaimer

The information provided in this guide is based on our experience and research. The information may change over time, and we cannot guarantee its accuracy. The use of is subject to its terms and conditions, and we recommend that you review them before making any decisions. We are not affiliated with, and this guide is not sponsored by Use of any product names, logos, brands, and other trademarks or images featured or referred to within the guide are the property of their respective trademark holders. These trademark holders are not affiliated with us or our website. We do not endorse any products or services offered by or any other company mentioned in this guide. We do not provide legal, financial, or accounting advice. Please consult with your own legal, financial, or accounting advisors before making any decisions.

How to Use for Real Estate CRM: A Comprehensive Guide

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