Real estate
CRM for real estate agents, from the first inquiry to the closing table
Listings, showings, open houses and transactions each get a list, and every buyer or seller is a deal on one board.
14-day free trial. No card needed.
- 01New lead
- 02Consultation
- 03Showing or listed
- 04Under contract
- 05Closed
- 06Lost
A week of showings and deadlines
A lead is a buyer, a seller, a renter or an investor.
On the client you mark which, with their price range, the areas they want, whether they are pre-approved, the lender and when they need to move by. On the deal you say whether you represent the buyer, the seller or both. The next conversation starts where the last one stopped.
Showings pile up and the feedback gets lost.
Each showing keeps the property address, the date and time, who showed it, how warm the interest was and what they said. A yes/no field tells you whether the feedback has gone back to the seller yet.
A transaction is a stack of dates.
The inspection, appraisal and financing deadlines and the closing date sit as date fields on the transaction, beside the earnest money, the title company and the lender. Add a task on the deal for the one coming next, and it shows on your dashboard when it is due.
Listings and open houses stay with the property.
A listing holds the address, MLS number, list price, status (coming soon through sold) and the day the listing expires. An open house records who hosted, how many came and the sign-in sheet as a file.
Your lists, and what each is for
Real estate adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.
Listings
Use it for every property you list, from coming soon to sold.
- Address
- MLS number
- List price
- Status
- Listing expires
- Photos
Showings
Use it after each showing, while you still remember what the buyer said.
- Property address
- Showing date
- Interest
- Feedback
- Feedback sent to seller
Transactions
Use it from the day a contract is signed, so every deadline is written in one place.
- Contract price
- Earnest money
- Inspection deadline
- Financing deadline
- Closing date
- Title company
Open houses
Use it for each open house: who hosted, how many came, and the sign-in sheet.
- Property address
- Date
- Hosted by
- Visitors
- Sign-in sheet
See every field4 lists, 45 fields
Fields on each list
Listings
- Address · Text
- MLS number · Text
- List price · Money
- Property type · DropdownSingle family, Condo, Townhouse, Multi-family, Land, Commercial
- Bedrooms · Number
- Bathrooms · Number
- Square feet · Number
- Listed on · Date
- Listing expires · Date
- Status · DropdownComing soon, Active, Under contract, Sold, Withdrawn, Expired
- Listing link · Link
- Photos · Files & photos
Showings
- Property address · Text
- Showing date · Date
- Time · Text
- Showing agent · Text
- Interest · DropdownHot, Warm, Cold
- Feedback · Paragraph
- Feedback sent to seller · Yes / No
Transactions
- Property address · Text
- Side · DropdownBuyer, Seller, Both
- Contract price · Money
- Earnest money · Money
- Contract date · Date
- Inspection deadline · Date
- Appraisal deadline · Date
- Financing deadline · Date
- Closing date · Date
- Title company · Text
- Lender · Text
- Commission · Money
Open houses
- Property address · Text
- Date · Date
- Hours · Text
- Hosted by · Text
- Visitors · Number
- Sign-in sheet · Files & photos
Extra fields on what you already have
On Clients
- Client type · DropdownBuyer, Seller, Buyer and seller, Renter, Investor
- Price range · Text
- Areas they want · Text
- Pre-approved · Yes / No
- Lender · Text
- Move by · Date
On Deals
- Property address · Text
- Representing · DropdownBuyer, Seller, Both
Where new work comes from
A form on your website and a page where customers book. Both are set up in Settings.
A form for buyers and sellers.
Add a “What are you looking for?” form to your listings page or send its link with a listing. Each enquiry becomes a client with a deal in New lead and a task to get back to them.
Open slots for consultations.
Share one link and let buyers and sellers pick a consultation time that is free. Subscribe your phone's calendar to your appointments so showings sit beside them.
Starts like this
The first minutes, as they go when you sign up.
Step 1: Pick Real estate
One step adds 4 lists, 45 fields and 6 deal stages. Anything you already have is left alone.Step 2: Add sample records, if you like
10 listings, 9 showings, 8 transactions and 6 open houses. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.Step 3: Add your first client
Add the buyer or seller you spoke to this week, then put a deal on them in New lead.Step 4: Start the trial
Start free trial with this template14-day free trial. No card needed.
What stays the same
The rest of the CRM
Clients, companies, deals, tasks and notes, search, the deals board, CSV import and export, and reports work the same for every trade.Books, if you add it
Quotes, invoices and payments stay in the same app, as the Books add-on. A template does not change them.Cybie
Ask Cybie in plain words about your clients, companies, deals, tasks and notes. It asks before anything is saved. It works on those five kinds of record, not on the lists a template adds.Yours to change
Rename or remove fields, add lists of your own, and remove a list you don't use. A template is a starting point, not a box.
Other industries
- Auto dealer / auto repair
- Contractor / field service
- Agency / consultant
- Credit / financial services
- Trucking / freight
- Roofing
- Insurance agency
- Law firm
- Landscaping / lawn care
- Cleaning services
- Property management
Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.
Try CybrRM set up for real estate
14-day free trial. No card needed.