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Integrate your apps
Integrate your apps
Pipeline CRM ensures your team stays aligned and clients stay happy.
Gain the trust that makes property buyers and sellers confidently sign the contract. From handling multiple listings to scheduling appointments to writing follow-up emails—Pipeline CRM gives your property and estate agents full control of every element in their sales workflow.
Add personal notes to contacts and property lists, such as the listing’s best features, the seller’s expected timeline and reasons for selling, and the buyer’s interests, budgets, job titles, and more. Having key data allows you to conveniently search for qualified leads directly from your contacts—turning one-time sellers or buyers into repeat ones.
Switching from emails to calls to social media can easily make you lose track of conversations and deal statuses. Pipeline CRM enables you to connect and log all your communications in one place, so you can easily continue where you left off. Use this information to set up time-based emails (e.g., one week without response) or action-based emails (e.g., after an open house) to nurture your leads and keep the relationships open.
Provide the right approach to every deal in your sales pipeline based on the assigned customized tags. For instance, top-funnel leads (updates on finding a perfect house), mid-funnel leads (make a quick call to check on the sent proposal), and bottom-funnel leads (answer detailed inquiries to ensure the contract will be signed).
Send and track emails effortlessly. Filter contacts by categories to quickly announce a lucrative property that just became available or automatically pull in data from web forms to send open-house invitations in bulk. You’ll be notified when leads interact with the emails, so you won’t lose the momentum to secure the deals.
See the performance of your agents and sales pipelines in detail with Pipeline CRM’s accurate reporting. Find out who is responsible for which property, who are your top realtors, and which deals need urgent attention. Easily calculate the commissions, selling fees, and conversion rates to strategically plan your next steps—guaranteeing you’ll hit your monthly target revenue.
Bay Area Underpinning increased sales 15-20% by using Pipeline CRM.
Marketing consulting firm, A David Creation, helped painting contractors reach their sales & marketing goals by using Pipeline CRM.
