Real-estate CRM built aroundrelationships, transactions, and operations.
Contacts, companies, and leads ship inside OfficeOps — the free operating core — on the same platform record as deals, projects, properties, and service cases. Included free; not a separate paid module.
ENCRYPTED IN TRANSIT & AT REST · INCLUDED FREE IN OFFICEOPS
BUILT FOR — BROKER OWNERS, SALES MANAGERS, TEAM LEADS, MARKETING LEADS
SHIPS INSIDE THE OFFICEOPS FREE CORE
Illustrative product data
THE FAILURE MODES
What breaks without it
01
The CRM knows the lead, not the relationship
A standalone sales CRM records the first call and loses everything after it — the deal, the project, the service case, the renewal.
02
Follow-up runs on memory
Opportunities go stale because nobody connects the last touch to the work in flight — and the busiest people forget first.
03
Every tool grows its own contact list
Deal, project, and property systems each keep a copy of the same person, and the copies drift apart within a quarter.
SYSTEM CAPABILITIES
Inside CRM
Contact & company records
People and companies as tenant-scoped records — leads, clients, agents, vendors, owners, investors, tenants, and homeowners on one shared foundation every module reads.
- One record per person or company
- Role context: client, vendor, owner, investor
- Shared by every module on the tenant
- Permission-aware visibility
Lead tracking
Leads tracked with stage, owner, and source — so the pipeline conversation runs on records instead of recollection.
- Lead stages with owners
- Source captured per lead
- Convert to client with history intact
Relationship graph
See how a contact connects to the business: their deals, their properties, their service cases, and the broker who owns the relationship.
- Contact-to-deal and contact-to-property links
- Broker ownership per relationship
- Company-to-people rollups
Campaigns
Outreach lists built from live contact records, with activity recorded back on the contact — drafted and reviewed like any other office workflow.
- Lists from live records, not exports
- Campaign activity lands on the contact
- Reviewed like any other office workflow
Activity timeline & cross-module history
Every call, note, task, and document on the contact’s timeline — including what happened in DealFlow, ProBuild, PropertyOps-Zaavi, and CareOps.
- Attributed activity per contact
- Cross-module relationship history
- Documents linked to the record
Next-Best-Action Agent — preview
The Next-Best-Action Agent identifies stale opportunities, creates follow-up tasks, drafts messages, and connects relationship history to deals, projects, properties, and service cases.
- Arrives through the AI Intelligence preview
- Human approval required
- Drafts follow-ups — people send them
OPERATING SEQUENCE
Relationship to work, one record
STEP 01
Capture
A lead or contact lands in the shared CRM record
STEP 02
Qualify
Stage, owner, and source tracked on the lead
STEP 03
Connect
The contact links to deals, projects, properties, and service cases
STEP 04
Act
Tasks, notes, and follow-ups created from the record
STEP 05
Review
The timeline shows every touch — across every module
One contact record, permission-aware
CRM records are tenant-scoped and role-gated like everything else on the platform: who can see a contact, edit a lead, or read a relationship history follows the same permission model as deals and documents — and every activity is attributed on the record.
COMMERCIALS
Included free
CRM ships inside OfficeOps, the free operating core every workspace starts with — it is not sold as a separate module. Paid modules like DealFlow and ProBuild read the same contact records when you switch them on.
- Contact & company records
- Lead tracking
- Activity timeline
- Cross-module relationship history
See a contact connected to real work.
A demo runs on your workflows, not a canned script. Thirty minutes, your scenarios.