Custom CRM and lead routing
A custom real estate CRM that fits how your team sells.
A custom real estate CRM built around your team: leads routed to the right agent, follow up that actually happens, and pipelines and reports that match how you sell. Connected to your website, so every lead arrives with its story.
We'll look at your market and goals, then recommend what fits.
3x Web Excellence Award winner
Why custom
Off the shelf CRMs make your team work their way.
Big CRMs are built for every team at once, so you pay for features nobody uses and still work around the ones you need. A custom CRM for real estate starts with your process: how leads come in, who gets them, what happens next and what you report on.
- Lead routing that follows your rules, not a vendor's
- Stages and fields named the way your team talks
- Reports on what you care about, like lead source to closing
- One login with your website, portals and transaction tools
Real estate CRM development
Lead routing, follow up and reporting in one place.
Lead routing is part of the CRM, so assigning a lead and working it happen in the same system.
Round robin lead distribution
Leads rotate through the agents you choose, with rules for who's off, who's on floor duty and what happens when a lead isn't claimed.
Routing by area, price or source
Send each lead to the agent who knows the neighborhood, the price range or the lead source it came from.
Follow up that happens
Tasks and reminders start the moment a lead arrives, so no lead sits waiting for a reply.
Pipelines that match your deals
Buyer, seller and referral pipelines with the stages your team already uses.
Reporting for the team leader
Speed to lead, source to closing and every agent's pipeline, without building a spreadsheet.
Connected to your website
Website leads arrive with the home or page they came from, so the agent knows what to say on the first call.
Your CRM and website
A CRM that knows what happened on your website.
When the same team builds your website and your CRM, a home value request, a showing request or a saved search lands as a lead with everything the visitor asked for. Happy with your current CRM? We connect your website to it and build only the piece it's missing.
- Home value requests with the address attached
- Showing requests tagged to the home
- The lead source recorded on every lead
- Or your website connected to the CRM you keep
How it works
From the first call to a CRM your team uses.
- Step 1
Strategy call
We learn how your office works today, where the time goes and which tools you'll keep. If an existing product fits better, we'll say so.
- Step 2
Scope and quote
We map the workflows, screens and connections, and you get a written scope and a quote before anything is built.
- Step 3
Design and build
We design the screens with your team, then build them, and you review working software along the way.
- Step 4
Launch and training
We launch, train your agents and staff, and keep supporting it through ongoing hosting and development as your office grows.
More custom software
Other tools we build for teams and brokerages.
Questions
Custom real estate CRM questions, answered.
What is a custom real estate CRM?
A custom real estate CRM is a contact and lead management system built for one team or brokerage. It holds your leads, clients and deals, routes new leads to agents by your rules, and reports on what you track, instead of making your team adapt to a product built for everyone.
Should we build a CRM or buy one?
Buy one if a product fits how your team works and your agents use it. Build one when you're paying for features nobody uses, routing leads by hand, or keeping a spreadsheet beside the CRM to track what it can't. We'll tell you which you are on the strategy call.
How does round robin lead distribution work?
Each new lead goes to the next agent in a rotation you set. You decide who's in the rotation, what happens when an agent is off, and how long an agent has to claim a lead before it moves to the next one. Rotations can run by area, price range or lead source.
Can you move our data from our current CRM?
Yes. We bring your contacts, notes and history into the new system before launch. If you'd rather keep your current CRM or other software, we connect to it instead and build only what it's missing.
Can you connect our website to the CRM we already have?
Yes, when your CRM accepts leads from outside forms, which most do. Leads from your website then reach your CRM with the page or home they came from.
How much does a custom CRM cost?
A custom CRM is quoted after a strategy call, because the price depends on your team's size, your routing rules and what the CRM connects to. You get a written scope and a quote before anything is built.
Ready for a CRM your team actually uses?
Book a strategy call. Walk us through how a lead moves through your team today, and we'll show you what a custom CRM would change.
3x Web Excellence Award winner