Real Estate CRM

Real Estate CRM

Enabling real estate agents to focus more on the buyer and less on routine administration

We recognize that the sales process is unique for each industry, as are the needs involved in achieving sales success. That’s why we developed Agile CRM—an end-to-end sales, marketing and support solution that’s scalable and customizable, making it the perfect solution for real estate agencies.

Agile CRM for real estate helps agents manage the flow and documentation of the entire sales process, from appraisals to property listings and sales. It empowers real estate agents to spend more time building relationships and less time on routine administration. Take your efforts to the next level with the ability to accurately track leads; tailor your message and email marketing efforts to align with their interests; schedule appointments; place and receive calls; and track the history of it all from the same platform—either on your mobile device or a desktop.




Minimal Learning Curve

Minimal Learning Curve

Agile's CRM for real estate simplifies an otherwise complicated process. An intuitive interface and powerful automation features that streamline routine administrative tasks enable agents to hit the ground running with minimal training.



Capture Leads from the Internet

You can easily capture leads from real estate websites, such as Zillow & Trulia. With just a few clicks of the mouse, you can pull contact data from these sites right into Agile CRM for further prospecting efforts.

Leads from Public websites


Google Maps

Map-Integrated Property Searching

Take advantage of the ability to search for properties in a given geographical area, view the results on an interactive map, and take notes about specific properties, all from within Agile CRM.



Private Listings

Leverage Agile CRM to request representation of private property listings in your area. Easily connect those to the IDX website and grow your listings with ease.

Private Listings


MLS Integration

MLS Integration

Connect your MLS Accounts to Agile CRM. Then sit back and watch while your MLS listings get automatically loaded into the CRM and are accessible for you to manage without leaving the system. It's the perfect CRM for real estate professionals.



IDX Website

Agile CRM delivers a built-in IDX website for your convenience. Leverage this to continuously generate new leads, engage existing leads, and assign scores to the top listings in the database. You can also use it to display your private and MLS listings on your website.

IDX Website


Lead scoring: CRM for real estate

Lead Scoring

Who is ready to buy and who needs more time to consider the decision? Lead scoring makes it easy to rank potential customers based on behaviors that they display, such as visiting your website or opening your marketing emails. Take the guesswork out of your prospecting efforts and maintain constant insight into who is ready to buy today.



Video Emails

Agile CRM empowers you to leverage video assets in your email marketing efforts by embedding videos in emails, personalizing the viewer experience, and keeping track of the results. Lift your real estate email marketing presence from average to exceptional.

Integrated Video emails: CRM for real estate


Listings & Requests

Match Listings with Inquiries

Configure your Agile CRM dashboard to display information from your listings tab. The system will automatically match your open listings with current inquiries that request properties with similar attributes… all done in the background while you focus on other tasks.



Automated Appointment Scheduling

Agile CRM's appointment scheduling capabilities let you post your calendar online and select which times slots you wish to display as available. Then potential home buyers can schedule appointments with you at their convenience, ensuring you never miss the opportunity to close a deal.

In-built Cadence


Intelligent Reporting

Intelligent Reporting

Agile CRM’s reporting capabilities allow you to consistently keep your finger on the pulse of your efforts. See how you are moving the needle with drill down metrics, cohort analysis, conversion reports, email tracking, advanced analytics and more.



Complete Solution

With an end-to-end sales, marketing and customer support solution, you can manage almost everything from the same platform. This eliminates the need to invest in multiple systems to manage different functions, and provides you with maximum insight into your efforts. Time is of the essence so stay on top of things so you can strike when the iron is hot.

Complete Solution
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