Leads come from five inboxes, follow up in none
Instagram DMs, Facebook Marketplace, WhatsApp, Telegram, email: every channel has prospects asking about a listing. Without one inbox, half never get a reply.
CRM FOR REAL ESTATEIndustry pack
Every Instagram DM about a listing, tagged, tracked, followed up.
The Real Estate workspace ships with property tags, viewing-reminder sequences, Instagram and Facebook Marketplace lead capture, multi-agent routing, and AI qualification. Never lose another lead to a forgotten DM or a missed viewing.
14-day free trial · No credit card required · Cancel anytime
52%
Less no-shows
With 3-step reminder sequence
5 ch.
Lead sources unified
IG, FB, WhatsApp, Telegram, email
60 sec
AI lead qualification
Before agent ever replies
1 view
Pipeline per agent
Round-robin + geo routing
What breaks in real estate
Four problems every brokerage hits, and one CRM that solves all four
Scattered inboxes, missing property context, viewing no-shows, dead nurture pipelines. CRM Solid was built to fix each one.
"Which property were they asking about?"
A lead asks about a listing, you reply hours later, by then you cannot remember which one. Without property tags on the contact, every follow-up restarts from zero.
Viewings get forgotten, deposits get lost
No automated reminder = a quarter of viewings turn into no-shows. Each missed viewing is a week of follow-up wasted and a deposit-window blown.
No nurture for cold leads
The lead who said "not now, maybe in 6 months" is the buyer you will close in Q4. Generic CRMs have no built-in nurture, so those leads quietly die in a spreadsheet.
Six capabilities purpose-built for real estate
Skip the spreadsheet. Skip the generic CRM. Skip the missed viewing.
Instagram & Facebook lead capture
Every IG DM, Story reply, comment-to-DM, and Facebook Marketplace inquiry creates a lead automatically, with the listing they asked about attached.
Property tags on every contact
Every contact carries one or more property tags. Filter the pipeline by property in two clicks. See every prospect for 12 Oak Lane in one view.
Viewing reminder sequences
Three-step reminder: confirmation, day-before, two-hours-before, across WhatsApp, SMS, and email. No-show rate drops 40-60% versus no reminders.
AI lead qualifier
The AI bot runs a friendly intro chat: budget, timeline, pre-approval, area. By the time you open the conversation, the lead is profiled and scored.
Multi-agent pipelines & routing
Round-robin assignment, geographic routing, skill-based routing. Each agent has a personal pipeline; team leads see the rollup.
MLS / CSV listing import
Import listings from any MLS export or custom feed via CSV or webhook. Each listing becomes a property tag and lives on the contact and the deal.
What we hear from real estate teams
Real estate is a high-trust, high-relationship business with one ugly truth: most agents lose more deals to missed follow-ups than to bad listings or competitor pricing. The leads exist. They DM about a listing, they comment on a Story, they ask a question on Facebook Marketplace, but they slip through the cracks because five inboxes split attention and nobody remembers which property the contact asked about three days ago.
The agents who win at scale are the ones who treat the lead-capture moment as sacred. The DM lands, the property is tagged, the viewing is booked, the reminder sequence is on. CRM Solid bakes that discipline into the workspace so even busy agents do not skip it.
Channels that matter for real estate
- Instagram DM: the #1 lead source for residential agents under 40. Story replies, comment-to-DM, listing-share inbound. CRM Solid auto-captures the post or listing they engaged with and attaches it as context.
- Facebook Marketplace: the #1 lead source for commercial and rental listings. Every Marketplace inquiry routes to the same inbox as IG.
- WhatsApp: primary follow-up channel in EU, LATAM, Turkey, MENA, and APAC. Viewing reminders and property updates land at 80-95% open rates.
- Telegram: common for premium-property channels in EE/CIS, crypto-buyer communities, and international cash buyers. Native MTProto support.
- Email: for offer documents, contracts, and full property briefs. Relayed via SMTP, SES, SendGrid, or Mailgun.
- SMS: high-urgency moments (viewing reminders, deposit windows, auction calls). Twilio relay supported.
Compliance & data residency
Real estate lead data is among the most regulated PII categories: name, address, financial status, household composition, sometimes minors. The big four regulations to watch:
- GDPR: required for EU brokerages. Explicit consent per channel, right-to-erasure within 30 days, EU data residency on annual plans, DPA at /dpa. CRM Solid stores legal-basis and consent-timestamp fields on every contact.
- KVKK: Turkish brokerages. Same shape as GDPR, with the Turkish-language consent flows KVKK specifically requires.
- RGDP / state laws: US brokerages handle TCPA for SMS, CAN-SPAM for email, and state-level data-protection laws (CCPA in CA, CDPA in VA). CRM Solid honors opt-out across channels.
- Anti-discrimination: fair housing in the US, anti-discrimination clauses in EU. The AI sales bot can be configured to never ask, store, or segment by protected characteristics.
Sample sequences & templates
The Real Estate workspace ships with four sequences ready to send. Each is editable, multi-channel, and stop-on-reply.
- Inbound Lead Welcome: fires within 60 seconds of a new lead. Friendly intro, qualifying questions (budget, timeline, pre-approval), invite to view 3 similar listings. Multi-channel: WhatsApp or IG DM, depending on source.
- Viewing Reminder (3 steps): confirmation right after booking, reminder the day before, 2-hour nudge on viewing day. Includes the property address, agent contact, and weather/parking notes.
- Post-Viewing Follow-Up: fires 4 hours after the viewing. "Did 12 Oak feel right? Three things people usually want to revisit." Branches into offer-prep or alternative-listings based on reply.
- Long-Term Nurture (6 months): for the "maybe in 6 months" leads. Monthly market update, quarterly area report, two new-listings emails. Stays warm so the agent gets the call when timing is right.
Reporting & KPIs
The Real Estate dashboard shows the KPIs that actually predict revenue:
- Lead-to-viewing rate: by source. Instagram, FB Marketplace, referrals, walk-ins. See which source actually books viewings, not just DMs.
- Viewing show-up rate: by agent, by property, by source. Tune the reminder sequence by what works.
- Days-to-offer: from first DM to written offer. Most agents never measure this; it is the single best leading indicator of pipeline health.
- Listing performance: per-listing leads, viewings, offers, close rate. Identify slow movers early.
- Agent leaderboard: viewings booked, offers written, deals closed. Weekly digest to the team.
Generic CRM vs CRM Solid for Real Estate
Three places generic CRMs leave brokerages with spreadsheets and missed viewings.
| Capability | CRM SolidRecommended | Generic CRM |
|---|---|---|
| Lead capture | ||
Instagram DM auto-capture | ||
Facebook Marketplace integration | ||
Property tag auto-attached Lead carries the listing they asked about | ||
| Viewing operations | ||
Multi-channel reminder sequence | email only | |
WhatsApp / SMS reminders | ||
No-show recovery sequence | ||
| Pipeline & agents | ||
Multi-agent round-robin routing | ||
Geographic / skill-based routing | ||
Per-agent pipeline view | ||
| Pricing & rollout | ||
Flat-rate, no per-agent tax | ||
Live in 20 minutes with industry preset | weeks of config | |
Comparison reflects publicly listed feature sets and pricing as of 2026 Q1.
“The property tag on every contact is the single most useful feature I have ever used in a CRM. Twenty seconds after a DM lands, I know which listing they care about, and the viewing reminder is queued. We cut no-shows from 28% to 11% in two months.”
Jonas Berg
Principal Agent · Vela Properties
GDPR, KVKK, fair housing: handled by default
Real estate lead data is high-sensitivity PII. CRM Solid stores legal-basis and consent-timestamp fields on every contact, enforces right-to-erasure inside 30 days, supports EU data residency on annual plans, and lets you configure the AI to never ask, store, or segment by protected characteristics (fair housing in US, anti-discrimination in EU).
GDPRKVKKTCPACAN-SPAMFair Housing
Real Estate pack FAQ
Common questions from brokerages evaluating CRM Solid.
CRM Solid imports listings via CSV from any MLS export, and via webhook from custom listing systems. Each listing becomes a tag in the workspace, so every contact who asks about it is automatically associated with the property. Direct MLS API integration is on the 2026 roadmap for major US and UK MLS providers.
Every contact can carry one or more property tags. When a lead DMs about 12 Oak Lane, your team (or the AI) clicks the property tag, and from that point every message, follow-up, and viewing reminder for that lead is associated with 12 Oak Lane. Run a report by property and see all active prospects in 30 seconds.
Yes. The real estate workspace ships with a 3-step viewing reminder sequence: confirmation immediately after booking, reminder the day before, and a 2-hour-before nudge on the day. Each step picks the right channel based on what the contact prefers (Instagram DM, WhatsApp, SMS, or email). No-show rate typically drops 40-60% with the full sequence on.
Yes. Explicit consent capture per channel, right-to-erasure within 30 days, EU data residency on annual plans, and a standard DPA. Real estate lead data is among the most regulated PII categories. CRM Solid handles legal-basis fields and consent timestamps required by GDPR Article 6 and 7. KVKK-compliant for Turkish brokerages too.
Yes. Train the AI sales bot on your typical qualifying questions, budget, financing pre-approval, timeline, area preferences, and the bot conducts a friendly intro chat in your inbox. By the time you open the conversation, you have a structured profile and a score. The AI hands off automatically for anything outside its scope (price negotiation, viewing scheduling, complaints).
Every lead can be assigned to a primary agent, with optional cc to a team lead. The shared inbox shows assignment color-coded, and the pipeline filters by agent. Round-robin assignment, geographic routing, and skill-based routing are all configurable from settings.
Related industries & playbooks
Other industries we build for, and use-cases real estate teams ask about.
CRM for Agencies
Multi-brokerage white-label workspace, per-office reporting.
CRM for Healthcare
Appointment reminders, intake forms, no-show recovery.
CRM for Ecommerce
WhatsApp recovery, Instagram DM commerce, post-purchase upsell.
Real estate use-case
Lead capture, property tags, viewing reminders, AI follow-up.
Sales teams use-case
SDR outreach, AE pipelines, shared inbox, rate-limit-safe DMs.
Ready to ship
From the first DM to the closing table, every lead, every property, every step.
Property tags, viewing reminders, multi-channel follow-up, and AI lead qualification ready out of the box. 14 days free, no credit card.
Trusted by 2,500+ teams · GDPR-ready · 99.95% uptime
Trusted by residential, commercial, and luxury brokerages.