REAL ESTATE CRM & WORKFLOW AUTOMATION
Every property.
Every enquiry.
A connected experience.
Bring your enquiries, listings, transactions and tenant relationships into connected workflows. Give agents and operations teams a shared view of what needs to happen next.
For real estate agencies, brokerages and property management teams.
/ REAL ESTATE
No-code workflow toolsAI-assisted experiencesConnected business dataDESIGNED AROUND YOUR INDUSTRY
Keep opportunities moving.
Keep property operations connected.
When enquiry details, property information and follow-ups live in different places, teams spend time coordinating instead of progressing the relationship.
Respond with context
Capture property enquiries and qualify leads with the information your team needs for a relevant follow-up.
Stay on top of every listing
Connect property records, listing status, viewing schedules and feedback.
Support the full relationship
Coordinate sales, tenant onboarding, lease renewals and service requests beyond the initial enquiry.
WORKFLOWS THAT WORK TOGETHER
From first enquiry
to the next lease renewal.
Connect your existing processes, adapt the steps to your teams and keep the relevant information with each activity.
Customer & tenant lifecycle
Build a clearer view of each client and the opportunities around them.
- Enquiry capture, lead qualification and segmentation
- Automated nurturing and referral tracking
- Client 360 view and multi-channel campaigns
- Open-house campaigns and marketing approvals
Property & listing management
Keep agents and customers working from current property information.
- Central property database and listing administration
- Listing syndication and active, sold or rented status tracking
- Viewing requests, confirmations and reminders
- Showing feedback and property flyer templates
Sales & purchase management
Coordinate the activities and documents that move a transaction forward.
- Offer submissions, comparison and counteroffer notifications
- Buyer and seller representative communication logs
- Sales transaction checklists and party coordination
- Purchase agreements, inspection reports and document management
Rental & maintenance operations
Connect the tenant experience with the work behind it.
- Rental applications and tenant screening workflows
- Lease generation, signing and tenant onboarding
- Expiry tracking and renewal reminders
- Tenant maintenance requests, vendor routing and work orders
Agent & brokerage operations
Give managers visibility across teams and their pipelines.
- Agent onboarding and licence renewal reminders
- Commission calculation and tracking workflows
- Individual and brokerage performance dashboards
- Transaction pipeline and campaign performance reporting
Finance & compliance workflows
Organise approvals and records around your operating requirements.
- Rent schedules, invoicing and approval workflows
- Expense and budget tracking
- Permit, licence and regulatory reporting workflows
- Connections with ERP and accounting systems
A SHARED VIEW OF THE JOURNEY
Keep the context.
Move the work forward.
- 01
Capture
Bring property enquiries and client details into CRM.
- 02
Coordinate
Connect listings, viewings, offers and team follow-ups.
- 03
Complete
Track transaction checklists, documents and approvals.
- 04
Retain
Stay connected through tenancy, service and renewal workflows.
CRM & NO-CODE WORKFLOWS
Adapt the process.
Connect the information.
Creatio brings together prebuilt industry workflows, no-code tools and AI-assisted capabilities. Start with the processes that matter most to your business, then review the configuration and integration requirements.
Explore Agilite’s technology services ↗Shape workflows around your team
Discuss the stages, approvals and responsibilities needed for your operating model.
Connect the systems you rely on
Review your current tools, record ownership and interfaces before defining the integration scope.
Apply AI to a defined task
Identify where customer insights and assistance can support productivity within your processes.
BEFORE WE TALK
Real Estate CRM FAQs
Which real estate teams is this for?
These workflows support agencies, brokerages, agents and teams managing rental properties and tenant relationships. A consultation can identify the parts that fit your business.
Can it cover both sales and rentals?
Yes. The described workflows include property enquiries, listings, offers and sales transactions, as well as tenant onboarding, leases, renewals and maintenance requests.
Can workflows connect to property portals and accounting systems?
The solution includes listing syndication and integration with ERP or accounting systems. We will need to review your particular portals, software, available connectors and data requirements before confirming the integration scope.
Can our team adapt the workflows?
Creatio provides no-code tools for adapting workflows. The consultation can cover the processes you want to change, access permissions and the configuration or integration work required.
Does automation guarantee regulatory compliance?
No. Workflow tools can help organise checks, approvals and records, but compliance depends on your business requirements and how the solution is configured and operated. Review applicable obligations with your own advisers.
How do we discuss pricing and implementation?
Book a free consultation and share your team size, sales and rental processes, existing systems and priorities. We can use that information to discuss scope and next steps.
LET’S DISCUSS YOUR BUSINESS
Build a clearer path
from enquiry to relationship.
Tell us where property information, follow-ups or tenant operations become difficult to manage. We’ll discuss the workflows and connections that matter for your team.
What we can cover
- Your current processes and priorities
- Workflows and connections with existing systems
- Configuration, rollout scope and next steps
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