A real estate agency needs more than a contact list. The CRM should make lead ownership, viewing follow-ups, property context and next actions visible to the whole team.
Core workflow
- Capture the lead and source.
- Record budget, location and timeline.
- Assign an owner and next task.
- Track viewings and follow-ups.
- Keep consent and communication preferences clear.
What to avoid
A complex system that agents refuse to update is worse than a smaller CRM used consistently. Test the workflow with real examples before buying.
Compare HubSpot CRM and Pipedrive, then review CRM options for a five-person team.